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国泰基金经理“跳槽”罗欣药业做董秘!金融民工转型去哪?
Sou Hu Cai Jing· 2025-10-15 13:11
Core Viewpoint - The transition of Jiang Ying from a fund manager at Guotai Fund to the Secretary of the Board at Luoxin Pharmaceutical reflects a growing trend of fund managers diversifying their career paths beyond traditional asset management roles [2][5][11]. Group 1: Jiang Ying's Background and Transition - Jiang Ying, born in October 1987, holds dual degrees in Science and Economics from Peking University, as well as a Master's in Management from Peking University and a Master's in Finance from the University of Hong Kong [5][11]. - She has over four years of experience as a fund manager at Guotai Fund, managing several funds including Guotai Science and Technology Innovation Board Two-Year Open and Guotai Small and Medium Growth [5][6]. - Jiang's management of funds resulted in varying returns, with Guotai Science and Technology Innovation Board Two-Year Open and Guotai Small and Medium Growth showing returns of approximately -12.48% and -34.28% respectively [6][8]. Group 2: Luoxin Pharmaceutical's Performance - Luoxin Pharmaceutical reported a revenue of 1.077 billion yuan in the first half of 2025, a decrease of 14.45% compared to the same period in 2024, while net profit attributable to shareholders increased by 119.95% to 17.695 million yuan [8][10]. - The company's stock price closed at 5.03 yuan per share on October 15, 2024, reflecting a significant decline of over 81% from its peak of 27.94 yuan per share since its listing [8][10]. Group 3: Industry Trends and Implications - The trend of fund managers transitioning to roles in listed companies is becoming more common, with at least four other fund managers making similar moves to become board secretaries [15]. - The number of fund managers has increased from 3,280 in 2022 to 4,072 by October 15, 2025, indicating a growing pool of talent in the industry [11][12]. - The shift in career paths among fund managers is influenced by various factors, including changes in industry dynamics, compensation structures, and the desire for diversified career opportunities [18].
罗欣药业:选举马少红为第五届董事会职工代表董事
Zheng Quan Ri Bao Wang· 2025-10-15 12:42
Core Viewpoint - The company, Luoxin Pharmaceutical (002793), announced the election of Mr. Ma Shaohong as the employee representative director of its fifth board of directors [1] Group 1 - The announcement was made on the evening of October 15 [1] - The election of Mr. Ma Shaohong reflects the company's governance structure and employee representation [1]
罗欣药业(002793) - 关于选举职工代表董事的公告
2025-10-15 10:30
本公司及董事会全体成员保证信息披露的内容真实、准确、完整,没有虚假 记载、误导性陈述或重大遗漏。 证券代码:002793 股票简称:罗欣药业 公告编号:2025-094 罗欣药业集团股份有限公司 关于选举职工代表董事的公告 2025 年 10 月 14 日,罗欣药业集团股份有限公司(以下简称"公司")召 开职工代表大会,通过无记名投票和差额选举的方式,同意选举马少红先生(简 历详见附件)为公司第五届董事会职工代表董事。任期自本次职工代表大会审议 通过之日起至公司第五届董事会任期届满之日止。 马少红先生符合《中华人民共和国公司法》《公司章程》和《董事会议事规 则》中有关董事任职资格和条件的规定。本次职工代表大会选举完成后,董事会 中兼任公司高级管理人员及由职工代表担任的董事人数总计不超过公司董事总 数的二分之一。 特此公告。 罗欣药业集团股份有限公司董事会 2025 年 10 月 15 日 马少红先生,1983 年 08 月出生,中国国籍,无境外永久居留权,济南大学 生物技术专业本科学历。2008 年 07 月至 2009 年 08 月,任山东新发药业有限公 司生物拆分车间线班长;2009 年 09 月至 20 ...
罗欣药业(002793) - 2025年第五次临时股东大会决议公告
2025-10-15 10:30
证券代码:002793 股票简称:罗欣药业 公告编号:2025-095 罗欣药业集团股份有限公司 2025 年第五次临时股东大会决议公告 本公司及董事会全体成员保证信息披露的内容真实、准确和完整,没有虚假 记载、误导性陈述或者重大遗漏。 1.会议召集人:罗欣药业集团股份有限公司(以下简称"公司")董事会; 2.会议主持人:公司董事长刘振腾先生; 3.现场会议召开时间:2025年10月15日(星期三)下午2:00; 4.现场会议召开地点:上海市浦东新区东育路255弄4号前滩世贸中心一期A 栋7层会议室; 5.网络投票时间: (1)通过深圳证券交易所交易系统进行网络投票的具体时间为2025年10月 15日的交易时间,即9:15-9:25,9:30-11:30和13:00-15:00; 特别提示: 1.本次股东大会未出现否决提案的情况; 2.本次会议未涉及变更以往股东大会已通过的决议的情况。 一、会议召开基本情况 (2)通过深圳证券交易所互联网投票系统进行网络投票的开始时间为2025 年10月15日上午9:15,结束时间为2025年10月15日下午3:00。 6.召开方式:现场会议与网络投票相结合的方式。 7.本次 ...
罗欣药业(002793) - 北京市金杜律师事务所上海分所关于罗欣药业集团股份有限公司2025年第五次临时股东大会之法律意见书
2025-10-15 10:30
北京市金杜律师事务所上海分所 关于罗欣药业集团股份有限公司 2025 年第五次临时股东大会 之法律意见书 致:罗欣药业集团股份有限公司 北京市金杜律师事务所上海分所(以下简称本所)接受罗欣药业集团股份 有限公司(以下简称公司)委托,根据《中华人民共和国证券法》(以下简称《证 券法》)、《中华人民共和国公司法》(以下简称《公司法》)、中国证券监督管理 委员会《上市公司股东会规则》(以下简称《股东会规则》)等中华人民共和国 境内(以下简称中国境内,为本法律意见书之目的,不包括中国香港特别行政 区、中国澳门特别行政区和中国台湾省)现行有效的法律、行政法规、规章和 规范性文件和现行有效的《罗欣药业集团股份有限公司章程》(以下简称《公司 章程》)有关规定,指派律师出席了公司于 2025 年 10 月 15 日召开的 2025 年第 五次临时股东大会(以下简称本次股东大会),并就本次股东大会相关事项出具 本法律意见书。 为出具本法律意见书,本所律师审查了公司提供的以下文件,包括但不限 于: 1. 经公司 2025 年第三次临时股东大会审议通过的《公司章程》; 2. 公司于 2025 年 9 月 30 日刊登于深圳证券交易 ...
多股涨停,创新药全线爆发!重磅会议临近,机构建议关注这些主线
Core Viewpoint - The innovative drug sector experienced a significant rally, with the innovative drug index rising by 2.35% as of the midday close on October 15, 2025, driven by strong performances from various companies [1][2]. Group 1: Market Performance - The innovative drug index (886015.TI) closed at 1366.835, reflecting a gain of 2.35%, equivalent to an increase of 31.422 points [2]. - Notable stock performances included Guangshentang, which surged by 20% to 122.65, and several other companies such as Shutaishen and Anglikang, which saw gains of 14.4% and 10.01%, respectively [2][3]. Group 2: Upcoming Events - The European Society for Medical Oncology (ESMO) conference is set to take place from October 17 to 21, 2025, in Berlin, Germany, where significant clinical research results and data are expected to be disclosed [3][4]. Group 3: Business Development Opportunities - There is growing market anticipation for the release of clinical data from domestic innovative drugs and business development (BD) collaborations, with 83 overseas BD transactions recorded in the first eight months of 2025, totaling 845 billion yuan, marking a 62.81% increase compared to the entire year of 2024 [4]. Group 4: Company Earnings Forecast - Several innovative drug companies are expected to report strong earnings for the third quarter of 2025, with Shengnuo Bio projecting a net profit of 114 million to 140 million yuan, representing a year-on-year increase of 100.53% to 145.10% [5]. - Boteng Co. anticipates a net profit of 73.2 million to 88.2 million yuan, indicating a turnaround from losses, driven by a 17% to 21% increase in revenue [5]. Group 5: Industry Outlook - Analysts express optimism regarding the innovative drug sector, anticipating stabilization and rebound due to upcoming catalysts such as BD and medical insurance negotiations [6]. - Long-term trends indicate that the Chinese pharmaceutical industry has transitioned to new growth drivers, particularly in innovative drugs, which are expected to significantly contribute to the growth of Chinese pharmaceutical companies over the next 5 to 10 years [7].
罗欣药业:预计2025年前三季度归属于上市公司股东的净利润为2270万元至2520万元
Zheng Quan Ri Bao· 2025-10-14 14:11
(文章来源:证券日报) 证券日报网讯 10月14日晚间,罗欣药业发布2025年前三季度业绩预告称,公司预计2025年前三季度归 属于上市公司股东的净利润为2,270万元至2,520万元。 ...
业绩预喜汇总 | 这家公司前三季度净利最高同比预增超3200%
Di Yi Cai Jing· 2025-10-14 13:36
Core Insights - The article highlights significant year-on-year profit growth for various companies in the first three quarters, with some reporting exceptionally high increases in net profit [1] Group 1: Companies with Exceptional Profit Growth - Xinda Co., Ltd. expects a net profit increase of 2807.87%-3211.74% year-on-year [1] - Shenghe Resources anticipates a net profit growth of 696.82%-782.96% year-on-year [1] - Jiantou Energy projects a net profit rise of 231.75% year-on-year [1] - Batian Co., Ltd. forecasts a net profit increase of 230.79%-260.15% year-on-year [1] - Bai'ao Intelligent expects a net profit growth of 158.04%-210.20% year-on-year [1] Group 2: Companies with Notable Profit Increases - Tongxing Technology anticipates a net profit increase of 154.30%-233.77% year-on-year [1] - Ruixin Microelectronics projects a net profit growth of 116%-127% year-on-year [1] - Yahua Group expects a net profit increase of 106.97%-132.84% year-on-year [1] - Suihengyun A anticipates a net profit rise of 87.83%-180.38% year-on-year [1] - Taishan Petroleum projects a net profit increase of 87%-125% year-on-year [1] Group 3: Companies with Moderate Profit Growth - Shandong Gold anticipates a net profit increase of 83.9%-98.5% year-on-year [1] - Lutai A expects a net profit growth of 70.23%-84.12% year-on-year [1] - Zongshen Power projects a net profit increase of 70%-100% year-on-year [1] - Zijang Enterprises anticipates a net profit rise of 70%-90% year-on-year [1] - Jinjiang Shipping expects a net profit increase of 62.72%-66.89% year-on-year [1] Group 4: Companies with Lower but Positive Profit Growth - Jieshun Technology anticipates a net profit increase of 58.11%-86.01% year-on-year [1] - Gibit expects a net profit growth of 57%-86% year-on-year [1] - Xindong Link expects a net profit increase of 56.43%-91.19% year-on-year [1] - Tongda Co., Ltd. (rights protection) anticipates a net profit increase of 50.01%-111.12% year-on-year [1] - Dongwu Securities projects a net profit growth of 50%-65% year-on-year [1] Group 5: Companies Reporting Turnaround - Yuanda Intelligent (rights protection) expects a net profit of 33.83 million to 50.73 million, marking a turnaround [1] - Luoxin Pharmaceutical (rights protection) anticipates a net profit of 22.70 million to 25.20 million, indicating a turnaround [1] - Zhongke Sanhuan expects a net profit of 80 million to 100 million, also indicating a turnaround [1]
罗欣药业(002793.SZ):预计前三季度净利润2270万元—2520万元 同比扭亏为盈
Ge Long Hui A P P· 2025-10-14 12:11
Core Viewpoint - Luoxin Pharmaceutical (002793.SZ) expects a net profit attributable to shareholders of 22.7 million to 25.2 million yuan for the first three quarters, marking a turnaround from losses year-on-year, with a net profit excluding non-recurring gains and losses of 4.7 million to 5.9 million yuan, also indicating a year-on-year turnaround [1] Group 1: Product Development - The commercialization process of the core innovative drug, Tegoprazan Tablets, has deepened, with the commercial team making significant progress in market expansion and access [1] - The product's terminal coverage in target markets has continuously expanded, leading to a significant year-on-year increase in sales, which has become a key driver of performance growth [1] Group 2: Financial Management - During the reporting period, the company has continuously optimized its working capital management [1] - The organization of special collection efforts for receivables has effectively improved the company's operating cash flow while reducing bad debt losses [1]
罗欣药业(002793.SZ)发预盈,预计前三季度归母净利润2270万元至2520万元,扭亏为盈
智通财经网· 2025-10-14 11:12
智通财经APP讯,罗欣药业(002793.SZ)披露2025年前三季度业绩预告,公司预计归属于上市公司股东的 净利润2270万元至2520万元,扭亏为盈;扣除非经常性损益后的净利润470万元至590万元。 ...