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北陆药业:接受中信证券调研
Mei Ri Jing Ji Xin Wen· 2025-09-19 08:31
每经头条(nbdtoutiao)——"25基点太少,50基点太多":美联储降息"走钢丝","特朗普代言人"投下唯 一反对票 (记者 曾健辉) 截至发稿,北陆药业市值为51亿元。 每经AI快讯,北陆药业(SZ 300016,收盘价:9.01元)发布公告称,2025年9月19日,北陆药业接受中 信证券调研,公司证券事务代表孙志芳参与接待,并回答了投资者提出的问题。 2024年1至12月份,北陆药业的营业收入构成为:药品生产占比98.88%,其他业务收入占比1.12%。 ...
北陆药业(300016) - 2025年9月19日投资者关系活动记录表
2025-09-19 08:22
Group 1: Overall Business Performance - The company aims to become one of the "Top 100 Pharmaceutical Manufacturers in China" with a dual-driven business model of chemical and traditional Chinese medicine [1] - In H1 2025, the company achieved a revenue of CNY 584.21 million, a year-on-year increase of 23.27% [1] - Net profit attributable to shareholders reached CNY 29.97 million, up 53.35% year-on-year [1] - The net profit excluding non-recurring gains and losses was CNY 29.74 million, reflecting a 55.58% increase year-on-year [1] Group 2: Chemical Medicine Segment - The company’s contrast agent products have been included in national and local centralized procurement, leading to increased sales [2] - Sales revenue from contrast agent products reached CNY 338.88 million, a year-on-year growth of 21.11% [2] - Sales from hypoglycemic products amounted to CNY 68.22 million, with a modest growth of 2.22% [2] - Raw material drug sales increased to CNY 53.40 million, showing a significant growth of 45.81% [2] Group 3: Traditional Chinese Medicine Segment - The company expanded its traditional Chinese medicine product matrix to 59 varieties, with 21 currently in production and sales [3][4] - The "Nine Flavor Heart-Calming Granules" is recognized as the first approved pure Chinese medicine for generalized anxiety disorder [3] - Sales revenue from traditional Chinese medicine reached CNY 118.19 million, reflecting a year-on-year increase of 32.84% [4] Group 4: Research and Development - R&D investment totaled CNY 39.03 million, a 10.09% increase compared to the previous year [5] - The company has 34 projects under review or in development, enhancing its product pipeline diversity [5] - The company continues to focus on the contrast agent field, with several products and raw materials approved for market [5][6] Group 5: International Expansion - The company successfully expanded its overseas market, with products exported to South America, Africa, and Asia [8] - Overseas revenue reached CNY 74.29 million, a year-on-year growth of 30.41% [8] - The company has received certifications such as EU GMP and Brazil ANVISA GMP, facilitating further internationalization of its products [8] Group 6: Production Capacity Development - The company is enhancing its production capabilities, with ongoing construction and acceptance of various production bases [10] - The Cangzhou branch aims to become a leading production base for gadolinium raw materials [10] - The establishment of the Bozhou production base is expected to significantly increase production capacity and diversify product forms [10]
北陆药业(300016.SZ)及参股公司均未涉及深空经济相关业务
Ge Long Hui· 2025-09-12 09:26
Group 1 - The company operates in two main business segments: chemical drugs (including raw materials) and traditional Chinese medicine [1] - The chemical drug segment focuses on the research, production, and sales of products such as contrast agents and hypoglycemic agents [1] - The traditional Chinese medicine segment concentrates on the production and sales of products related to central nervous system, heat-clearing and detoxifying, and tonifying categories [1] Group 2 - The company and its subsidiaries are not involved in any deep space economy-related businesses [1]
北陆药业股价跌5.15%,国联基金旗下1只基金重仓,持有22.91万股浮亏损失12.37万元
Xin Lang Cai Jing· 2025-09-09 04:17
Group 1 - The core point of the news is that Beilu Pharmaceutical's stock price has dropped by 5.15%, currently trading at 9.94 yuan per share, with a total market capitalization of 5.595 billion yuan [1] - Beilu Pharmaceutical, established on September 5, 1992, and listed on October 30, 2009, specializes in the production, research, and sales of contrast agents, central nervous system drugs, and hypoglycemic drugs [1] - The revenue composition of Beilu Pharmaceutical includes 63.33% from contrast agents, 22.09% from traditional Chinese medicine, 12.75% from hypoglycemic drugs, and 1.83% from other products [1] Group 2 - Guolian Fund has a significant holding in Beilu Pharmaceutical, with the Guolian Medical Health Mixed A fund (006240) holding 229,100 shares, representing 5.12% of the fund's net value [2] - The Guolian Medical Health Mixed A fund has a total scale of 3.9704 million, with a year-to-date return of 25.72% and a one-year return of 24.07% [2] - The fund manager, Liu Baichuan, has been in position for 227 days, with the fund's total assets amounting to 42.4421 million, achieving a best return of 27.1% during his tenure [3]
9月2日晚间重要公告一览
Xi Niu Cai Jing· 2025-09-03 05:04
Group 1 - Huazhong Securities has been approved to issue subordinate corporate bonds with a total face value of no more than 10 billion yuan [1] - Jinbei Automotive plans to invest 240 million yuan to establish an automotive industry investment fund focusing on electrification, intelligence, and low carbon [1] - Linyang Energy is expected to win a bid for a 244 million yuan metering equipment project from Southern Power Grid [1][2] Group 2 - Renfu Pharmaceutical's subsidiary has received drug registration certificates for two products, including a medication for acute hypotension [3][4] - Nanjing Steel plans to distribute a cash dividend of 0.1186 yuan per share [5][6] - Pairui Co. has signed a strategic cooperation agreement with Xi'an Power Electronics Research Institute to develop power devices [7][8] Group 3 - Haixing Electric is expected to win a bid for a 214 million yuan metering equipment project from Southern Power Grid [9][10] - Kuangda Technology is planning a change in control, leading to a continued suspension of its stock [11][12] - Samsung Medical is expected to win a bid for a 274 million yuan metering equipment project from Southern Power Grid [13][14] Group 4 - Jiukang Bio has obtained a medical device registration certificate for a specific diagnostic kit [15][16] - Hechuan Technology's minority shareholder plans to transfer a 13% stake in a subsidiary [17][18] - DiAo Micro has launched a new eUSB2 repeater product for various electronic applications [19][20] Group 5 - David Medical's electric surgical table registration application has been accepted [21][22] - Hangxin Technology plans to apply for a total of 280 million yuan in bank credit [23][24] - Liyuan Technology's non-independent director has resigned [25][26] Group 6 - Ningbo Construction's subsidiary has won a construction project bid worth 729 million yuan [27][28] - Huaren Pharmaceutical's subsidiary has received approval for a raw material drug [29][30] - Suwen Electric plans to distribute a cash dividend of 1 yuan per 10 shares [31][32] Group 7 - Solar Energy has received 1.692 billion yuan in renewable energy subsidies [33][34] - Wangli Security has obtained a patent for a new lock structure [35][36] - Zhejiang Energy's vice chairman has resigned due to age reasons [37][38] Group 8 - Beilu Pharmaceutical's subsidiary has passed GMP certification in Brazil [39][40] - Zhejiang Communications has a subsidiary that is expected to win a highway project bid [41][42] - Xinzhi Group has received a government subsidy of 11.1978 million yuan [43][44] Group 9 - Dong'an Power's engine sales in August increased by 3.44% year-on-year [45][46] - Baiyun Mountain's subsidiary has passed the consistency evaluation for two generic drugs [47][48] - Yipin Hong's subsidiary has received a drug registration certificate for a specific injection [49][50] Group 10 - Far East Holdings' subsidiary has won multiple contracts totaling 1.689 billion yuan [51][52] - Good Housekeeping's shareholder plans to reduce holdings by up to 3.5 million shares [53][54] - Guanghong Technology's shareholders have set a transfer price of 23.33 yuan per share [55][56] Group 11 - Keli Sensor plans to acquire 45% of Huahong Technology's shares for 122 million yuan [57][58] - Jianmin Group's furosemide oral solution has been approved for market launch [59][60] - Jinghua Laser's directors plan to reduce their holdings by up to 143,420 shares [61][62] Group 12 - Zhuyue Group is planning a share transfer that will change its controlling shareholder [63][64] - Terid has pre-bid for two projects totaling approximately 698 million yuan [65][66] - Zhonghuan Hailu is planning a change in control, leading to a continued suspension of its stock and convertible bonds [67][68] Group 13 - Great Wall Motors reported August sales of 115,600 vehicles, a year-on-year increase of 22.33% [69][70] - Guizhou Tire's controlling shareholder has committed not to reduce holdings for 12 months [71][72] - San Da Membrane's shareholder plans to reduce holdings by up to 1% of the company's shares [73][74] Group 14 - Chint Electric has decided to terminate the spin-off of its subsidiary for listing [75][76] - Jusaylong's shareholder plans to reduce holdings by up to 1% of the company's shares [77][78]
北陆药业:关于控股子公司海昌药业通过巴西国家卫生监督局GMP认证的公告
Core Viewpoint - Beilu Pharmaceutical announced that its subsidiary, Zhejiang Haichang Pharmaceutical Co., Ltd., has received official GMP certification from the Brazilian National Health Surveillance Agency [1]. Group 1 - The certification indicates that Haichang Pharmaceutical meets the required standards for drug production quality management [1]. - This development may enhance the company's credibility and market access in Brazil, potentially leading to increased sales and growth opportunities [1].
北陆药业(300016.SZ):海昌药业通过巴西国家卫生监督局GMP认证
智通财经网· 2025-09-02 07:50
Group 1 - The core point of the article is that Beilu Pharmaceutical's subsidiary, Zhejiang Haichang Pharmaceutical Co., Ltd., has received official GMP certification from Brazil's National Health Surveillance Agency (ANVISA) [1] Group 2 - The certification indicates that Haichang Pharmaceutical meets the required standards for drug production quality management [1] - This achievement may enhance the company's market presence in Brazil and potentially increase its export opportunities [1] - The GMP certification is a significant milestone for the company, reflecting its commitment to quality and compliance with international standards [1]
北陆药业:海昌药业通过巴西国家卫生监督局GMP认证
Zhi Tong Cai Jing· 2025-09-02 07:49
Group 1 - The core point of the article is that Northland Pharmaceutical (300016.SZ) announced that its subsidiary, Zhejiang Haichang Pharmaceutical Co., Ltd. (referred to as "Haichang Pharmaceutical"), has received official GMP certification from the Brazilian National Health Surveillance Agency (ANVISA) [1]
北陆药业:控股子公司通过巴西国家卫生监督局GMP认证
Group 1 - The core point of the article is that Beilu Pharmaceutical's subsidiary, Zhejiang Haichang Pharmaceutical Co., Ltd., has successfully obtained GMP certification from Brazil's National Health Surveillance Agency (ANVISA) [1] - This certification allows Haichang Pharmaceutical's products to enter the Brazilian market, which is significant as Brazil is the largest country in South America [1] - The successful certification is seen as a positive step for the company's overall internationalization strategy [1]
北陆药业:控股子公司海昌药业通过巴西国家卫生监督局GMP认证
Xin Lang Cai Jing· 2025-09-02 07:46
Core Viewpoint - The announcement indicates that the company's subsidiary, Zhejiang Haichang Pharmaceutical Co., Ltd., has recently obtained GMP certification from Brazil's National Health Surveillance Agency for iodinated contrast media, which facilitates the entry of Haichang's products into the Brazilian market and supports the company's international expansion strategy [1] Group 1 - The GMP certification is specifically for iodinated contrast media [1] - This certification creates conditions for Haichang Pharmaceutical to successfully enter the Brazilian market [1] - The achievement lays a solid foundation for further expansion into the Brazilian and other international markets [1] Group 2 - The certification is viewed as a positive step for the company's overall internationalization strategy [1] - The sales of pharmaceuticals are subject to uncertainties influenced by national policies and market environments [1] - Investors are advised to make cautious decisions due to the significant uncertainties in the pharmaceutical sales landscape [1]