北京北陆药业股份有限公司 BEIJING BEILU PHARMACEUTICAL CO.,LTD. 2025年度以简易程序向特定对象 发行股票方案论证分析报告 （二次修订稿） 股票代码：300016 股票简称：北陆药业 披露日期：2026.02 北京北陆药业股份有限公司（以下简称"北陆药业"或"公司"）是在深圳证券交易 所创业板上市的公司，为满足公司业务发展的资金需求，增强公司资本实力和行业竞争力， 根据《中国人民共和国公司法》《中华人民共和国证券法》《上市公司证券发行注册管理 办法》等规定，公司拟通过以简易程序向特定对象发行股票的方式募集资金15,900.00万元， 用于陆芝葆化药生产车间与智能综合仓库项目。 本报告中如无特别说明，相关用语与《北京北陆药业股份有限公司2025年度以简易程 序向特定对象发行股票预案（修订稿）》中的释义具有相同含义。 一、本次发行的背景和目的 （一）本次发行的背景 国家政策鼓励化药行业发展，同时对药品仓储及流通要求提高。 报告期内，公司以成为"中国医药制造百强企业"为中长期发展目标，践行"化药+ 中药"双轮驱动的业务模式：化药板块主要聚焦于对比剂产品、降糖类产品、原料药等化 ...

北京北陆药业股份有限公司（以下简称"公司"）于 2026 年 2 月 5 日召开第九届董 事会第八次会议，审议通过了《关于公司 2025 年度以简易程序向特定对象发行股票方案 （二次修订稿）的议案》等与本次发行相关的议案。具体内容详见公司在巨潮资讯网 （www.cninfo.com.cn）上披露的相关公告，敬请投资者注意查阅。 预案修订稿披露事项不代表审批机关对本次以简易程序向特定对象发行股票事项的 实质性判断、确认、批准或予以注册，预案修订稿所述本次以简易程序向特定对象发行股 票相关事项的生效和完成尚需深圳证券交易所审核通过并经中国证监会同意注册后方可 实施，敬请广大投资者注意投资风险。 特此公告。 北京北陆药业股份有限公司 董事会 股票代码：300016 股票简称：北陆药业 公告编号：2026-007 北京北陆药业股份有限公司 关于2025年度以简易程序向特定对象发行股票预案（二次修订稿） 披露的提示性公告 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 导性陈述或者重大遗漏。 二○二六年二月五日 ...

股票代码：300016 股票简称：北陆药业 公告编号：2026-008 北京北陆药业股份有限公司 关于2025年度以简易程序向特定对象发行股票预案二次修订说明的 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 导性陈述或者重大遗漏。 北京北陆药业股份有限公司（以下简称"公司"）于2025年5月8日召开2024年股东大 会，审议通过了《关于提请股东大会授权董事会以简易程序向特定对象发行股票的议案》； 于2025年9月25日召开第九届董事会第四次会议，审议通过了本次发行方案及其他发行相 关事宜。 2025年12月23日，公司召开的第九届董事会第七次会议，审议通过了《关于公司2025 年度以简易程序向特定对象发行股票方案（修订稿）的议案》等与本次发行相关的议案， 并相应修订了本次以简易程序向特定对象发行股票预案。 2 2026年2月5日，公司召开的第九届董事会第八次会议，审议通过了《关于公司2025年 度以简易程序向特定对象发行股票竞价结果的议案》《关于公司与特定对象签署附生效条 件的股份认购协议的议案》等与本次发行相关的议案，并相应修订了本次以简易程序向特 定对象发行股票预案，主 ...

披露日期：2026.2 2025 年度以简易程序向特定对象发行股票预案（二次修订稿） 公司声明 北京北陆药业股份有限公司 BEIJING BEILU PHARMACEUTICAL CO.,LTD. 2025 年度以简易程序向特定对象 发行股票预案 （二次修订稿） 股票代码：300016 股票简称：北陆药业 重大事项提示 一、本公司及董事会全体成员保证本预案内容真实、准确、完整，确认不存在虚假记 载、误导性陈述或重大遗漏，并对本预案内容的真实性、准确性、完整性承担个别和连带 的法律责任。 二、本预案按照《中华人民共和国公司法》《中华人民共和国证券法》《上市公司证券 发行注册管理办法》等要求编制。 三、本次以简易程序向特定对象发行股票完成后，公司经营与收益的变化，由公司自 行负责；因本次以简易程序向特定对象发行股票引致的投资风险，由投资者自行负责。 四、本预案是公司董事会对本次以简易程序向特定对象发行股票的说明，任何与之相 反的声明均属不实陈述。 五、投资者如有任何疑问，应咨询自己的股票经纪人、律师、专业会计师或其他专业 顾问。 六、本预案中如有涉及投资效益或业绩预测等内容，均不构成公司对任何投资者及相 关人士的 ...

Group 1 - The A-share market saw a rise in innovative drug concept stocks, with notable increases in companies such as Haitai Biological (up over 8%), Guangshengtang (up 7%), and Kangchen Pharmaceutical (up over 5%) [1] - The National Medical Products Administration announced strong support for the innovative development of the biomanufacturing industry during the "14th Five-Year Plan" period, aiming to shift the pharmaceutical industry from "follow-up innovation" to "systematic innovation" [1] Group 2 - Haitai Biological reported a rise of 8.63%, with a total market value of 4.285 billion [2] - Guangshengtang increased by 7.01%, with a total market value of 18.4 billion [2] - Kangchen Pharmaceutical rose by 5.46%, with a total market value of 6.607 billion [2] - Xintai increased by 4.20%, with a total market value of 53.6 billion [2] - Shutaishen rose by 3.94%, with a total market value of 1.3 billion [2] - Beilu Pharmaceutical increased by 3.49%, with a total market value of 584.3 million [2] - Tigermed rose by 3.37%, with a total market value of 56.3 billion [2]

Group 1 - The innovative drug sector experienced a significant upward trend on February 4, with notable gains in several companies [2] - HaiTe Bio saw an increase of over 8%, while GuangShengTang rose by more than 6% [2] - Other companies such as KangChen Pharmaceutical, ShuTaiShen, XinLiTai, BeiLu Pharmaceutical, and Tigermed also showed positive movement in their stock prices [2]

Group 1 - The A-share market saw a rise in innovative drug concept stocks, with notable increases in companies such as Haitai Biological (up over 8%), Guangshengtang (up 7%), and Kangchen Pharmaceutical (up over 5%) [1] - The National Medical Products Administration announced strong support for the innovation and development of the biomanufacturing industry during the "14th Five-Year Plan" period, aiming to shift the pharmaceutical industry from "follow-up innovation" to "systematic innovation" [1] Group 2 - Haitai Biological reported a rise of 8.63% with a total market value of 42.85 billion and a year-to-date increase of 18.07% [2] - Guangshengtang increased by 7.01%, with a total market value of 18.4 billion and a year-to-date increase of 29.53% [2] - Kangchen Pharmaceutical rose by 5.46%, with a total market value of 6.607 billion and a year-to-date increase of 4.53% [2] - Xintai increased by 4.20%, with a total market value of 53.6 billion and a year-to-date decrease of 2.89% [2] - Shutaishen and Beilu Pharmaceutical both saw increases of over 3%, with market values of 13 billion and 5.843 billion respectively [2]

证券日报网讯2月2日，北陆药业（300016）在互动平台回答投资者提问时表示，公司2024年度实现海外 营业收入13216.14万元，同比增长15.02%；2025年上半年实现海外营业收入7429.24万元，同比增长 30.41%。2025年度海外销售数据将在公司《2025年年度报告》中详细披露。 ...

近日，北陆药业发布公告称，预计2025年度归母净利润为8700万元至1.3亿元，同比增长约537.28%至 852.26%。扣除非经常性损益后的净利润预计为3300万元至4950万元，同比增长约134.14%至251.20%。 公告中提到，业绩增长的原因包括公司坚持"化药+中成药"双轮驱动战略，深耕国内及海外市场，实现 了化药制剂、中成药及原料药产品的营业收入持续增长。 此外，公司通过深化降本增效等精细化管控举措，提升了运营管理效能，显著改善了业绩。同时，2025 年8月完成的"北陆转债"赎回并摘牌，显著降低了财务费用。此外，参股企业股权的公允价值上升也对 业绩增长产生了积极影响。预计非经常性损益对归母净利润的影响金额约为5000万元至8000万元。 （北陆药业公告） (编辑：杨燕 林辰)关键字： 医疗 ...

Core Insights - The article highlights significant profit forecasts for various companies in 2025, indicating a trend of recovery and growth across multiple sectors, with some companies projecting substantial increases in net profit compared to the previous year. Company Performance Forecasts - **Beimo High-Tech**: Expected net profit for 2025 is between 190 million to 220 million yuan, a year-on-year increase of 1076.16% to 1261.87% [2] - **Jiangfeng Electronics**: Plans to acquire control of Kaide Quartz, with stock suspension starting January 30 [3] - **ST Aowei**: Received a notice of termination of listing due to market capitalization falling below 500 million yuan for 20 consecutive trading days [4] - **GaoDe Infrared**: Forecasted net profit of 700 million to 900 million yuan for 2025, recovering from a loss of 447 million yuan in the previous year [6] - **Bingchuan Network**: Expected net profit of 436 million to 516 million yuan, recovering from a loss of 247 million yuan [6] - **BlueFocus**: Anticipated net profit of 180 million to 220 million yuan, recovering from a loss of 291 million yuan [7] - **Godewei**: Projected net profit of 125 million to 162 million yuan, turning from loss to profit [6] - **Zhongyida**: Expected net profit of 51.23 million yuan, recovering from a loss [8] - **Helin Micro-Nano**: Forecasted net profit of 26 million to 33 million yuan, turning from loss to profit [8] - **Zhongke Sanhuan**: Expected net profit of 80 million to 120 million yuan, a year-on-year increase of 566.23% to 899.35% [9] - **Beilu Pharmaceutical**: Projected net profit of 87 million to 130 million yuan, a year-on-year increase of 537.28% to 852.26% [9] - **Light Media**: Expected net profit of 1.5 billion to 1.9 billion yuan, a year-on-year increase of 413.67% to 550.66% [9] - **Zhezhong Co.**: Forecasted net profit of 360 million to 500 million yuan, a year-on-year increase of 392.14% to 583.53% [10] - **Hailanxin**: Expected net profit of 40 million to 60 million yuan, a year-on-year increase of 387.47% to 631.2% [10] - **Jin Control Power**: Projected net profit of 155 million to 195 million yuan, a year-on-year increase of 383.21% to 507.9% [11] - **Century Huatong**: Expected net profit of 5.55 billion to 6.98 billion yuan, a year-on-year increase of 357.47% to 475.34% [12] - **Chunxue Food**: Forecasted net profit of 36 million to 43 million yuan, a year-on-year increase of 340.90% to 426.63% [13] - **Shirong Zhaoye**: Expected net profit of 126 million to 186 million yuan, a year-on-year increase of 236.77% to 397.13% [13] - **Ningbo Yunsheng**: Projected net profit of 280 million to 380 million yuan, a year-on-year increase of 194.49% to 299.67% [14] - **Jiangbolong**: Expected net profit of 1.25 billion to 1.55 billion yuan, a year-on-year increase of 150.66% to 210.82% [16] - **China Shipbuilding**: Forecasted net profit of 7 billion to 8.4 billion yuan, a year-on-year increase of 65.89% to 99.07% [17] Fundraising and Restructuring - **Beijing Lier**: Plans to raise no more than 1.034 billion yuan through a private placement [21] - **Tongfei Co.**: Plans to raise no more than 1.2 billion yuan through a private placement [21] - **Muxi Co.**: Plans to provide up to 200 million yuan in loans to its subsidiary for GPU development [23] - **Wanhua High-Tech**: Haihua Group will become an indirect controlling shareholder through a cash increase of 4.998 billion yuan [23]