股票代码：300016 股票简称：北陆药业 公告编号：2025-097 北京北陆药业股份有限公司 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 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。 近日，北京北陆药业股份有限公司（以下简称"公司"）控股子公司浙江 海昌药业股份有限公司（以下简称"海昌药业"）通过了巴西国家卫生监督局 （以下简称"巴西 ANVISA"）官方的现场 GMP（药品生产质量管理规范） 认证，具体情况如下： 一、认证信息 认证公司：浙江海昌药业股份有限公司 公司地址：浙江省玉环市沙门镇滨港工业城长顺路 36 号 认证编号：0137263/24-4 认证范围：碘海醇 决议日期：2025 年 09 月 01 日 二、对公司的影响及风险提示 巴西是南美洲最大的国家，海昌药业本次顺利通过巴西 ANVISA GMP 认 证，为海昌药业产品成功进入巴西市场创造了条件，对其进一步拓展巴西市场 1 和其他国际市场奠定坚实基础，对集团整体国际化战略推进具有积极意义。 因受国家政策、市场环境等不确定因素影响，药品销售具有较大不确定性， 敬请广大投 ...

Group 1 - The stock price of Beilu Pharmaceutical closed at 9.66 yuan on August 27, down 0.43 yuan, representing a decline of 4.26% [1] - The trading volume on that day was 479,845 hands, with a transaction amount of 477 million yuan [1] - Beilu Pharmaceutical is primarily engaged in the research, development, production, and sales of pharmaceutical products, covering areas such as chemical pharmaceuticals and innovative drugs [1] Group 2 - The company headquarters is located in Beijing and is considered one of the important enterprises in the domestic pharmaceutical industry [1] - On August 27, the company responded to investor inquiries on its interactive platform, suggesting that investors consult the respective companies or review their disclosed information regarding the operational status of three affiliated companies [1] - On the same day, the net outflow of main funds for Beilu Pharmaceutical was 93.53 million yuan, accounting for 1.72% of the circulating market value [1] Group 3 - Over the past five trading days, the cumulative net outflow reached 195 million yuan, representing 3.59% of the circulating market value [1]

Group 1 - The company, Beilu Pharmaceutical (300016), responded to investor inquiries on August 27, indicating that the operational status of its three affiliated companies should be verified through direct consultation with those companies or based on the information disclosed by them [1]

Core Points - The stock price of Beilu Pharmaceutical closed at 10.09 yuan on August 26, 2025, down by 0.21 yuan or 2.04% from the previous trading day [1] - The company reported a revenue of 584 million yuan for the first half of 2025, representing a year-on-year growth of 23.27% [1] - The net profit attributable to shareholders reached 29.97 million yuan, with a year-on-year increase of 53.35% [1] Financial Performance - Sales revenue from contrast agents amounted to 339 million yuan, showing a year-on-year growth of 21.11% [1] - Sales revenue from traditional Chinese medicine formulations was 118 million yuan, reflecting a year-on-year increase of 32.84% [1] Market Activity - On August 26, 2025, the net outflow of main funds for Beilu Pharmaceutical was 49.51 million yuan, with a cumulative net outflow of 201.63 million yuan over the past five days [1]

Group 1 - The company reported a revenue of 584.21 million yuan for the first half of 2025, representing a year-on-year growth of 23.27% [1] - The net profit attributable to shareholders reached 29.97 million yuan, an increase of 53.35% year-on-year, while the net profit excluding non-recurring gains and losses was 29.74 million yuan, up 55.58% year-on-year [1] - The company's chemical drugs, traditional Chinese medicine, and raw materials maintained stable growth, contributing to the overall revenue and profit increase [1] Group 2 - The sales revenue of contrast agent products was 338.88 million yuan, growing by 21.11% year-on-year, while the sales of hypoglycemic products reached 68.22 million yuan, a growth of 2.22% [1] - The chemical drug segment achieved a total sales revenue of 407.09 million yuan, reflecting a year-on-year increase of 17.47% [1] - The traditional Chinese medicine segment generated sales revenue of 118.19 million yuan, marking a significant growth of 32.84% [2] Group 3 - The company’s raw materials segment reported sales revenue of 53.40 million yuan, with a remarkable growth of 45.81% [2] - The overseas revenue reached 74.29 million yuan, increasing by 30.41% year-on-year, supported by the company's efforts in obtaining EU and Brazil GMP certifications [2] - The company completed the early redemption of its convertible bonds to optimize its capital structure and reduce financial costs, which is expected to significantly lower future funding pressures [3]

Core Insights - Beilu Pharmaceutical achieved a revenue of 584 million yuan in the first half of 2025, representing a year-on-year growth of 23.27% [1] - The net profit attributable to shareholders reached 29.97 million yuan, up 53.35% year-on-year [1] - The net profit excluding non-recurring gains and losses was 29.74 million yuan, reflecting a growth of 55.58% year-on-year [1] Business Segments - The company aims to become one of the "Top 100 Pharmaceutical Manufacturers in China" and follows a dual-driven business model of "Chemical Drugs + Traditional Chinese Medicine" [1] - In the chemical drug segment, sales of contrast agents reached 339 million yuan, a year-on-year increase of 21.11% [1] - Sales of hypoglycemic products amounted to 68.22 million yuan, growing by 2.22% year-on-year [1] - Raw materials generated sales of 53.40 million yuan, marking a significant increase of 45.81% year-on-year [1] Traditional Chinese Medicine Segment - In the traditional Chinese medicine segment, the sales of Chinese medicine preparations reached 118 million yuan, reflecting a year-on-year growth of 32.84% [2] - The overseas revenue for the company was 74.29 million yuan, which is a year-on-year increase of 30.41% [2]

Core Points - The company did not distribute cash dividends or issue bonus shares during the reporting period [3] - The company’s controlling shareholder and actual controller did not change during the reporting period [5] - The company’s subsidiary Tianyuan Pharmaceutical won the bid for the centralized procurement of traditional Chinese medicine in Guangdong [5] - The company received various drug registration certificates and approvals for its products in 2025 [5][6] - The company completed the redemption of its convertible bonds in August 2025 [6] - The company’s subsidiary Haichang Pharmaceutical obtained market access for several raw materials in South Korea and India [6] Financial Data and Indicators - The report indicates that all board members attended the meeting to review the report [2] - The company’s half-year report was disclosed on August 26, 2025, on designated platforms [8] - The company confirmed the accuracy and completeness of the information disclosed in the report [8]

Core Viewpoint - North Lu Pharmaceutical (300016) reported a strong performance in the first half of 2025, with significant growth in revenue and net profit, driven by stable growth in chemical drugs, traditional Chinese medicine, and raw materials [1][2][3]. Revenue and Profit Growth - The company achieved operating revenue of 584.21 million yuan, a year-on-year increase of 23.27% [1] - Net profit attributable to shareholders reached 29.97 million yuan, up 53.35% year-on-year [1] - The net profit after deducting non-recurring gains and losses was 29.74 million yuan, reflecting a 55.58% increase year-on-year [1] - Both revenue and profit showed growth momentum in the second quarter compared to the first quarter [1] Product Performance - Contrast agents saw a sales revenue of 338.88 million yuan, growing by 21.11% year-on-year [2] - The sales revenue of hypoglycemic products was 68.22 million yuan, with a growth of 2.22% [2] - The chemical drug segment generated a total sales revenue of 407.09 million yuan, an increase of 17.47% year-on-year [2] - Traditional Chinese medicine (TCM) preparations achieved sales revenue of 118.19 million yuan, marking a growth of 32.84% [4] Strategic Developments - The company has expanded its TCM product matrix significantly, now offering 59 varieties, including 21 that are currently marketed [3][10] - The "Nine Flavors Heart-Calming Granules" is recognized as the first pure TCM preparation approved for treating generalized anxiety disorder, establishing the company as a leader in this niche [3] - The company’s raw material drug segment reported sales revenue of 53.40 million yuan, with a year-on-year increase of 45.81% [6] International Market Expansion - The company is actively expanding into overseas markets, achieving overseas revenue of 74.29 million yuan, a growth of 30.41% [8] - The company has received approvals for its contrast agents and iodine contrast raw materials in multiple countries, facilitating further international market access [7] Research and Development - R&D investment reached 39.03 million yuan, a 10.09% increase compared to the previous year [9] - The company has 34 projects in the pipeline, including 16 under review and 18 newly initiated [9] - The company continues to enhance its product pipeline in the contrast agent field, with several raw materials approved for market [9] Financial Management - The company completed the early redemption of its convertible bonds on July 14, 2025, significantly reducing financial pressure [11] - The completion of this redemption is expected to improve the company's capital structure and lower financial costs [11]

Core Viewpoint - North Lu Pharmaceutical (北陆药业) reported strong financial performance for the first half of 2025, with significant growth in revenue and net profit, driven by stable growth in chemical drugs, traditional Chinese medicine, and raw materials [1][2][3][4][5][6]. Financial Performance - The company achieved operating revenue of 584.21 million yuan, a year-on-year increase of 23.27% [1] - Net profit attributable to shareholders reached 29.97 million yuan, up 53.35% year-on-year [1] - The net profit after deducting non-recurring gains and losses was 29.74 million yuan, reflecting a 55.58% increase [1] - Revenue and profit continued to grow in the second quarter compared to the first quarter [1] Product Performance - Contrast agents sales reached 338.88 million yuan, growing by 21.11% [2] - Blood sugar products generated sales of 68.22 million yuan, with a growth of 2.22% [2] - The chemical drug segment achieved sales of 407.09 million yuan, an increase of 17.47% [2] - Traditional Chinese medicine revenue grew by 32.84%, totaling 118.19 million yuan [4] - Raw materials revenue surged by 45.81%, amounting to 53.40 million yuan [6] Strategic Developments - The company has successfully integrated its traditional Chinese medicine segment, expanding its product matrix to 59 varieties, with 21 currently in production and sales [3][10] - The company’s unique products, such as Jiuwu Zhenxin Granules, have established a strong market presence in the anti-anxiety category [3][10] - The company is actively expanding its overseas market presence, achieving overseas revenue of 74.29 million yuan, a growth of 30.41% [8][7] Research and Development - R&D investment reached 39.03 million yuan, a 10.09% increase year-on-year [9] - The company has 34 projects in the pipeline, including 16 under review and 18 newly initiated [9] - The company continues to enhance its product offerings in the contrast agent field, with several raw materials approved for market entry [9] Financial Structure - The company completed the redemption and delisting of its convertible bonds, significantly reducing financial pressure [11]

格隆汇8月25日丨北陆药业(300016.SZ)公布2025年半年度报告，上半年公司实现营业收入5.84亿元，同 比增长23.27%；归属于上市公司股东的净利润2996.69万元，同比增长53.35%；归属于上市公司股东的 扣除非经常性损益的净利润2973.76万元，同比增长55.58%；基本每股收益0.06元。 ...