润都股份2025年业绩预告显示，公司预计全年归母净亏损6000万至7800万元，这是其自2018年上市以来 首次陷入年度亏损。一边是核心创新药审评进入关键阶段带来的市场想象，另一边却是高管密集减持与 主营业务的持续下滑。公司在转型与生存之间，正面临多重考验。 一、高管减持潮与业绩预期背离 2025年12月以来，润都股份控股股东、实际控制人李希及多名高管相继公布减持计划。其中李希拟减持 不超过总股本的3%，按当时股价估算套现规模近1.3亿元。值得注意的是，截至2025年12月14日披露减 持公告，其持股质押比例已高达73.53%，占公司总股本的20.65%。 三、创新药"单骑救主"背后的多重风险 盐酸去甲乌药碱注射液被视为润都股份向创新药转型的关键。该药若获批将成为国产首款用于心肌灌注 显像的药物负荷试验核药，填补国内空白。 然而，这款被赋予业绩反转使命的创新药，面临市场、政策与时间三重挑战： 审批仍存变数：尽管审评进入后期，但2024年化药1类创新药上市批准率为86.21%，并非百分之百。 市场竞争激烈：现有腺苷、双嘧达莫等负荷试验药物已纳入医保，价格优势明显。新产品面临定价困境 ——过高难进医保，过低则利润 ...

Group 1 - Core viewpoint: Companies are announcing significant financial updates, including profit changes, new product approvals, and share repurchase plans [1][2][3][4][5][6][15] Group 2 - Company: Chip导科技 reported a revenue of 394 million yuan for 2025, a year-on-year increase of 11.52%, but a net profit of 106 million yuan, down 4.91% [1] - Company: 亿帆医药's subsidiary received a drug registration certificate for Vitamin K1 injection, which is used for treating vitamin K deficiency [2] - Company: 勤上股份 announced the termination of its share repurchase plan to stabilize stock prices [3] - Company: 极米科技 plans to repurchase shares worth between 50 million and 100 million yuan for employee stock ownership plans [4] - Company: 凌云光 intends to change the purpose of repurchased shares to cancellation, reducing total share capital from 461 million to 457 million shares [5] - Company: 苏州科达's general manager resigned, and the chairman will take over the role to ensure management continuity [6] - Company: 银轮股份 identified 徐铮铮 as a co-actual controller, following a retrospective recognition [7] - Company: 西南证券 received approval to issue bonds up to 14 billion yuan [8] - Company: 上港集团 expects a 1.3% year-on-year increase in container throughput for January [10] - Company: 宁波富达 plans to distribute a cash dividend of 0.7 yuan per 10 shares, totaling 101 million yuan [11] - Company: 协和电子 is investing 5 million yuan in a venture capital fund to enhance its understanding of high-tech industries [12] - Company: 乐鑫科技's controlling shareholder proposed a share repurchase plan of 50 million to 100 million yuan [13] - Company: 奥瑞德's subsidiary plans to invest approximately 145 million yuan in computing power equipment [14] - Company: 上汽集团 reported a 23.94% year-on-year increase in vehicle sales for January [15] - Company: 道恩股份 plans to acquire a foreign company's plastic business for 15.737 million USD [16] - Company: 红相股份 intends to transfer 100% equity of 南通瀚蓝 for 120 million yuan [17] - Company: 长龄液压 announced a tender offer to acquire 12% of its shares at 35.82 yuan per share [19] - Company: 润都股份 faces uncertainty regarding the approval of its innovative drug [20] - Company: *ST东易's asset injection plans face significant uncertainty [21] - Company: 棒杰股份 is undergoing a restructuring process that could improve its financial structure [22] - Company: 绿联科技 has submitted an application for H-share listing in Hong Kong [23] - Company: ST泉为 is facing a creditor's application for restructuring [24] - Company: 海思科's shareholders plan to reduce their holdings by up to 0.89% [25] - Company: 钧崴电子's shareholder plans to reduce holdings by up to 3% [26]

智通财经APP讯，润都股份(002923.SZ)发布股价异动公告称，公司目前有1类创新药(化学药)盐酸去甲 乌药碱注射液(规格：2ml:2.5mg)及其原料药，其药品审评工作正在有序进行。创新药具有研发周期 长，投入大，风险高的特点，药品能否获批上市以及获批上市的时间、上市后的生产和销售情况存在不 确定性，短期内也不会对公司业绩产生重大影响。 ...

智通财经APP讯，润都股份(002923.SZ)发布股价异动公告称，公司目前有1类创新药(化学药)盐酸去甲 乌药碱注射液(规格：2ml:2.5mg)及其原料药，其药品审评工作正在有序进行。创新药具有研发周期 长，投入大，风险高的特点，药品能否获批上市以及获批上市的时间、上市后的生产和销售情况存在不 确定性，短期内也不会对公司业绩产生重大影响。 ...

证券代码：002923 证券简称：润都股份 公告编号：2026-005 珠海润都制药股份有限公司 股票交易异常波动公告 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、股票交易异常波动的情况 二、公司关注及核实情况的说明 针对公司股票异常波动，公司董事会进行了全面自查，并通过书面、电话问询 的方式，对公司控股股东、实际控制人就相关问题进行了核实，核实情况如下： 1、公司前期披露的信息不存在需要更正、补充之处。 2、公司未发现近期公共传媒报道了与公司相关且市场关注度较高的未公开重大 信息。 3、公司目前有 1 类创新药（化学药）盐酸去甲乌药碱注射液（规格：2ml:2.5mg） 及其原料药，其药品审评工作正在有序进行。创新药具有研发周期长，投入大，风 险高的特点，药品能否获批上市以及获批上市的时间、上市后的生产和销售情况存 在不确定性，短期内也不会对公司业绩产生重大影响。 4、公司目前的经营情况及内外部经营环境未发生重大变化。 5、公司、控股股东及实际控制人、持有 5%以上股份的股东不存在关于公司应 披露而未披露的重大事项或处于筹划阶段的重大事项。 6、股票异 ...

Group 1 - The company expects a negative net profit for the fiscal year 2025, with the performance forecast period from January 1, 2025, to December 31, 2025 [1] - The preliminary estimate of the performance forecast has not been audited by registered accountants, but there are no significant disagreements between the company and the accounting firm regarding the forecast [1][2] Group 2 - The main reasons for the performance change include the ongoing implementation of national drug procurement policies, leading to a year-on-year decline in gross profit margins for major formulation products [2] - Intense competition in both domestic and international markets has resulted in further price declines for certain raw material intermediates, contributing to a decrease in the consolidated gross profit margin for these intermediates [2] - The company has disposed of some non-core product production lines, which has also impacted performance [2]

Core Viewpoint - Rundu Co., Ltd. (002923.SZ) expects a loss of 60 million to 78 million yuan in 2025, with a non-recurring loss of 70 million to 88 million yuan due to various factors affecting performance [1] Group 1: Financial Performance - The company anticipates a significant loss in 2025, with projected figures indicating a loss between 60 million and 78 million yuan [1] - The non-recurring loss is expected to range from 70 million to 88 million yuan [1] Group 2: Reasons for Performance Change - The primary reason for the performance change is the ongoing implementation of the national drug procurement policy, which has led to a year-on-year decline in the gross profit margin of major formulation products [1] - Intense competition in both domestic and international markets has resulted in further price declines for certain raw material intermediates, contributing to a decrease in the consolidated gross profit margin of these intermediates [1] - The company has disposed of some production lines for non-core products, impacting overall performance [1]

每经头条（nbdtoutiao）——水贝黄金平台"杰我睿"兑付危机调查：40倍杠杆对赌，金价越涨平台越 亏！老板自称"还在深圳"，投资者：兑付方案本金打两折，无法接受 （记者 张明双） 每经AI快讯，润都股份1月29日晚间发布业绩预告，预计2025年归属于上市公司股东的净利润亏损6000 万元~7800万元，同比由盈转亏。国家药品集采政策的持续深入推进，主要制剂产品毛利率同比下降； 国内外市场竞争激烈，部分原料药中间体的产品价格同比进一步下降，原料药中间体合并报表毛利率仍 有降低；对部分非核心产品生产线进行处置。 ...

证券代码：002923 证券简称：润都股份 公告编号：2026-004 （二）业绩预告情况：预计净利润为负值 （1）以区间进行业绩预告的 | 项 目 | 本报告期 | | | 上年同期 | | | --- | --- | --- | --- | --- | --- | | 归属于上市公司 股东的净利润 | 亏损：6,000 | 万元–7,800 | 万元 | 盈利：3,988.32 | 万元 | | | 比上年同期下降：250.44%-295.57% | | | | | | 扣除非经常性损 益后的净利润 | 亏损：7,000 比上年同期下降：385.53%-458.95% | 万元–8,800 | 万元 | 盈利：2,451.59 | 万元 | | 基本每股收益 | 亏损：0.18 | 元/股–0.23 | 元/股 | 盈利：0.12 元/股 | | 二、与会计师事务所沟通情况 本次业绩预告相关数据是公司初步测算的结果，未经注册会计师审计。公司 就本次业绩预告与会计师事务所进行了预沟通，公司与会计师事务所在业绩预告 方面不存在重大分歧。 珠海润都制药股份有限公司 2025 年度业绩预告 本公司及董事会全体成员 ...

（文章来源：证券日报） 证券日报网讯 1月26日，润都股份在互动平台回答投资者提问时表示，截至2026年1月20日，公司总户 数为18129户。 ...