Group 1 - The meeting of the fifth supervisory board of Zhuhai Runduo Pharmaceutical Co., Ltd. was held on August 29, 2025, with all three supervisors present, either in person or via video conference [1][2] - The supervisory board confirmed that the company's 2025 semi-annual report and its summary accurately reflect the company's actual situation without any false records, misleading statements, or significant omissions [1][2] - The voting results of the meeting were unanimous, with 3 votes in favor and no votes against or abstaining [2] Group 2 - The meeting was convened and chaired by Mr. Hua Zhijun, and the notice was sent to supervisors via email on August 19, 2025 [1] - The company will disclose the semi-annual report summary and the full report on various financial news platforms [2] - The supervisory board's meeting procedures complied with relevant laws, regulations, and the company's articles of association [1]

Core Viewpoint - Rundu Co., Ltd. reported a decline in revenue and net profit for the first half of 2025, indicating potential challenges in its financial performance [1] Financial Performance - The company achieved operating revenue of 548 million yuan, representing a year-on-year decrease of 8.22% [1] - The net profit attributable to shareholders of the listed company was -36.19 million yuan [1] - The net profit attributable to shareholders after deducting non-recurring gains and losses was -44.84 million yuan [1] - The basic earnings per share were -0.11 yuan [1]

经审核，监事会认为公司 2025 年半年度报告全文及其摘要真实、准确、完 整地反映了公司的实际情况，不存在任何虚假记载、误导性陈述或者重大遗漏。 表决结果：3 票同意，0 票反对，0 票弃权。 证券代码：002923 证券简称：润都股份 公告编号：2025-039 珠海润都制药股份有限公司 第五届监事会第十一次会议决议公告 本公司及监事会全体成员保证信息披露内容的真实、准确和完整，没有虚 假记载、误导性陈述或重大遗漏。 一、监事会会议召开情况 珠海润都制药股份有限公司（以下简称"公司"）第五届监事会第十一次会 议于 2025 年 08 月 29 日上午 10:30 以现场结合通讯表决的方式召开，会议通知 以电子邮件方式于 2025 年 08 月 19 日向各位监事发出。本次会议由监事会主席 华志军先生召集和主持。应出席会议监事 3 名，实际出席会议监事 3 名；其中， 现场出席监事 1 人，通讯表决监事 2 人（华志军先生、郭佳维先生以线上视频方 式出席本次会议）。会议召集及召开程序符合有关法律、行政法规、部门规章、 规范性文件和公司章程的规定。 二、监事会会议审议情况 1、审议通过了《2025 年半年度报告 ...

本公司及董事会全体成员保证信息披露内容的真实、准确和完整，没有虚 假记载、误导性陈述或重大遗漏。 一、董事会会议召开情况 珠海润都制药股份有限公司（以下简称"公司"）第五届董事会第十三次会 议于 2025 年 08 月 29 日上午 09：30 以现场结合通讯表决的方式召开，会议通知 以电子邮件的方式于 2025 年 08 月 19 日向各位董事发出。会议应到董事 7 人， 实到董事 7 人，其中现场出席董事 5 人，通讯表决董事 2 人（陈新民先生、王波 先生）。公司部分监事、高级管理人员列席了本次会议，本次会议由公司董事长 陈新民先生主持，会议召集及召开程序符合《中华人民共和国公司法》和《公司 章程》的有关规定。 二、董事会会议审议情况 1、审议通过了《2025 年半年度报告全文及其摘要》。 证券代码：002923 证券简称：润都股份 公告编号：2025-038 珠海润都制药股份有限公司 第五届董事会第十三次会议决议公告 表决结果：7 票同意，0 票反对，0 票弃权。 具体内容详见公司于同日在《中国证券报》《证券时报》《证券日报》《上 海证券报》和巨潮资讯网（www.cninfo.com.cn）披露的《珠 ...

珠海润都制药股份有限公司 2025 年半年度报告全文 证券代码：002923 证券简称：润都股份 公告编号：2025-041 珠海润都制药股份有限公司 2025 年半年度报告 【2025 年 8 月 30 日】 1 珠海润都制药股份有限公司 2025 年半年度报告全文 第一节 重要提示、目录和释义 公司董事会、监事会及董事、监事、高级管理人员保证半年度报告内容 的真实、准确、完整，不存在虚假记载、误导性陈述或者重大遗漏，并承担 个别和连带的法律责任。 公司负责人刘杰、主管会计工作负责人刘杰及会计机构负责人(会计主管 人员)石深华声明：保证本半年度报告中财务报告的真实、准确、完整。 所有董事均已出席了审议本次半年报的董事会会议。 本报告中如有涉及未来的计划、业绩预测等方面的内容，均不构成公司对 投资者的实质承诺，投资者及相关人士均应当对此保持足够的风险认识，并 且应当理解计划、预测与承诺之间的差异，敬请投资者注意投资风险。 公司计划不派发现金红利，不送红股，不以公积金转增股本。 2 | 第一节 | 重要提示、目录和释义 | | 2 | | --- | --- | --- | --- | | 第二节 | 公司简介 ...

珠海润都制药股份有限公司 2025 年半年度财务报告 （未经审计） 珠海润都制药股份有限公司 2025 年半年度财务报告 （未经审计） （2025 年 1 月 1 日至 2025 年 6 月 30 日止） | 目录 | 页次 | | --- | --- | | 合并资产负债表 | 1-2 | | 合并利润表 | 3 | | 合并现金流量表 | 4 | | 合并股东权益变动表 | 5-6 | | 母公司资产负债表 | 7-8 | | 母公司利润表 | 9 | | 母公司现金流量表 | 10 | | 母公司股东权益变动表 | 11-12 | | 财务报表附注 | 1-84 | 合并资产负债表 2025年6月30日 （后附财务报表附注为财务报表的组成部分） 企业法定代表人： 主管会计工作负责人： 会计机构负责人： 1 编制单位：珠海润都制药股份有限公司 （除特别注明外，金额单位均为人民币元） 附注六 期末余额 期初余额 流动资产： 货币资金 注释1 201,881,382.74 206,510,232.75 交易性金融资产 注释2 53,074.09 65,710.54 衍生金融资产 应收票据 注释3 18,837 ...

2025 年 1-6 月非经营性资金占用及其他关联资金往来情况汇总表 编制单位：珠海润都制药股份有限公司 | 编制单位：珠海润都制药股份有限公司 | | | | | | | | | | | 单位：万元 | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 其他关联 | 资金往来方 | 往来方与上 | 上市公司核 | 2025 年期初 | 2025 年 1-6 往 | 2025 年 1-6 | 月 | 2025 年 1-6 月 | 2025年 6月期 | 往来形成原 | 往来性质（经 | | | 资金往来 | 名称 | 市公司的关 | 算的会计科 | 往来资金余 | 来累计发生金 | 往来资金的利 | | 度偿还累计发 | 末往来资金 | 因 | 营性往来、非 | | | | | 联关系 | 目 | 额 | 额（不含利息） | 息（如有） | | 生金额 | 余额 | | 经营性往来） | | | 控股股东、 | - | - | - | - | - | | - | - | - | - | | - ...

Core Insights - The global oral tobacco market is projected to reach $11.232 billion in 2024, reflecting a year-on-year growth of 57.57%, and is expected to grow to $25.148 billion by 2028, with a CAGR of 22.32% from 2024 to 2028 [1][2] - The North American and European markets are experiencing high growth rates, while the Asian and African markets are in early stages, indicating significant potential for rapid development in emerging markets [1][2] - The FDA's approval of flavored oral tobacco products is anticipated to act as a catalyst for market growth, potentially increasing the overall market ceiling [1][4] Market Overview - The retail market for oral tobacco is highly concentrated, with Philip Morris International, British American Tobacco, and Altria Group holding market shares of 41.1%, 24.6%, and 13.8% respectively, totaling 79.5% of the market [2] - In 2024, the North American oral tobacco market is expected to reach $8.775 billion, growing by 58.30% year-on-year, while the European market is projected to reach $2.415 billion, with a year-on-year growth of 56.12% [1][2] Company Performance - Philip Morris International's ZYN nicotine pouch sales are projected to be 644 million boxes in 2024, a year-on-year increase of 52.93%, with U.S. sales accounting for 581 million boxes, up 51.49% [2] - British American Tobacco's oral tobacco sales, including brands like Velo and Grizzly, are expected to reach 8.3 billion pouches in 2024, reflecting a year-on-year growth of 55%, with U.S. sales surging by 234% [2] Regulatory Developments - The FDA has authorized the sale of 20 ZYN nicotine pouch products, which are deemed to have lower harmful components compared to traditional cigarettes and most smokeless tobacco products, aligning with public health standards [4] - The approval of flavored products is expected to enhance market growth and expand the market's potential [4] Industry Opportunities - Jin Cheng Pharmaceutical is increasing its production capacity to 200 tons per year, focusing on high-purity nicotine for new tobacco products, which positions the company to benefit from the expanding oral tobacco market [5][6] - The company has received various certifications, including FDA PMTA approval, which enhances its competitive edge in the market [6] Investment Recommendations - Companies to watch in the oral tobacco supply chain include Jin Cheng Pharmaceutical (300233.SZ) and Run Du Co., Ltd. (002923.SZ) [7]

Proton Pump Inhibitor (PPI) Industry Overview - Proton pump inhibitors (PPIs) are the most potent acid-suppressing medications, widely used for treating acid-related diseases such as peptic ulcers and gastroesophageal reflux disease [1][2] - The Chinese oral PPI market has maintained a scale of over 10 billion yuan from 2018 to 2024, with strong market demand [1][6] - The market has shown volatility due to the implementation of volume-based procurement plans for several generic PPIs, leading to price declines despite increasing sales [1][6] Market Size and Trends - The market size for oral PPIs in China is projected to decline by 10.5% year-on-year in 2024, influenced by price reductions from collective procurement [1][6] - The market for PPIs used for peptic ulcers is valued at 4.8 billion yuan, while the market for those used for gastroesophageal reflux disease is valued at 1.8 billion yuan [6] Product Landscape - As of the end of 2024, there are seven PPI products approved for sale in China, with major products including Rabeprazole, Aplrazole, Esomeprazole, and Omeprazole, collectively holding over 87% market share [1][8] - Rabeprazole leads the market with a share of 27.6%, followed by Aplrazole at 23.7% [1][8] Competitive Landscape - The PPI industry is characterized by intense competition, with numerous companies involved in the production of various PPI products [1][9] - As of July 2025, there are 134 products of Lansoprazole, 106 products of Pantoprazole, and 440 products of Omeprazole produced by over 180 companies in China [1][9] - The leading company for Rabeprazole is Jichuan Pharmaceutical, holding over 30% market share, while AstraZeneca leads the Omeprazole market with a 17.8% share [1][9]

珠海润都制药股份有限公司，成立于1999年，位于珠海市，是一家以从事医药制造业为主的企业。企业 注册资本33489.3286万人民币，实缴资本14408万人民币。 通过天眼查大数据分析，珠海润都制药股份有限公司共对外投资了6家企业，参与招投标项目4669次， 知识产权方面有商标信息372条，专利信息390条，此外企业还拥有行政许可423个。 金融界8月28日消息，据CDE官网沟通交流公示，于8月28日收到珠海润都制药股份有限公司申请的"III 类会议"，当前状态"处理中"。 根据《药物研发与技术审评沟通交流管理办法》（2020年第48号通告），沟通交流会议分为Ⅰ类、Ⅱ类 和Ⅲ类会议，就关键阶段重大问题进行沟通交流，Ⅲ类会议一般安排在申请后75日内召开。 ...