南方财经12月16日电，南财投研通数据显示，12月15日，券商给予上市公司目标价共6次，按最新收盘 价计算，目标价涨幅排名居前的公司有泽璟制药、佐力药业、创世纪，目标价涨幅分别为35.00%、 34.58%、27.40%，分别属于化学制药、中药、自动化设备行业。从券商推荐家数来看，12月15日有21 家上市公司得到券商推荐，其中佐力药业获得5家推荐，天地科技、常宝股份等均获得1家推荐。查看原 文：21股获推荐，泽璟制药、佐力药业目标价涨幅超30%丨券商评级观察刚刚 ...

Core Viewpoint - Zhaoli Pharmaceutical plans to acquire a group of trace element injection assets from Future Pharmaceutical for 356 million yuan, aiming to optimize its product structure and expand its treatment areas, despite facing a 6.22% drop in stock price following the announcement [1][3]. Group 1: Acquisition Details - The acquisition includes various trace element injection products, specifically "Trace Element Injection (I)", "Trace Element Injection (II)", and the under-research "Trace Element Injection (III)", along with associated technical data, licenses, trademarks, and employee relations [2][4]. - The acquisition price of 356 million yuan is significantly lower than the previously proposed price of up to 480 million yuan by Nanxin Pharmaceutical, indicating a market-driven adjustment in asset valuation [1][4][5]. Group 2: Strategic Implications - The acquisition is expected to enhance Zhaoli Pharmaceutical's product offerings and align with national health strategies, focusing on health management for women, children, and the elderly, thereby establishing a comprehensive health service chain [3][5]. - Zhaoli Pharmaceutical aims to leverage its marketing strengths and Future Pharmaceutical's sales channels to achieve rapid market entry and deeper penetration of the acquired products [3][5]. Group 3: Financial Context - Prior to the acquisition announcement, Zhaoli Pharmaceutical disclosed a plan to raise up to 1.556 billion yuan through convertible bonds, with part of the funds allocated for working capital [6]. - The company reported a revenue of approximately 2.28 billion yuan for the first three quarters of the year, reflecting a year-on-year growth of 11.48%, and a net profit of about 510 million yuan, up 21% [6][5].

截至发稿，佐力药业市值为120亿元。 每经头条（nbdtoutiao）——中标企业频频弃标 大型医疗设备采购有何难言之隐？ （记者 曾健辉） 每经AI快讯，佐力药业（SZ 300181，收盘价：17.18元）发布公告称，2025年12月12日16:00-17:00、 2025年12月14日20:30-21:30，佐力药业接受华安证券等投资者调研，公司董事长俞有强先生，董事、总 经理汪涛先生，董事、常务副总经理冯国富先生，董事会秘书吴英女士，营销总部代理事业部总监余波 先生参与接待，并回答了投资者提出的问题。 2025年1至6月份，佐力药业的营业收入构成为：医药制造占比78.39%，医药流通占比21.35%，其他业 务占比0.26%。 ...

证券代码：300181 证券简称：佐力药业 编号：2025-017 浙江佐力药业股份有限公司 投资者关系活动记录表 | 投资者关系活动 | □特定对象调研 □分析师会议 | | --- | --- | | 类别 | □媒体采访 □业绩说明会 | | | □新闻发布会 □路演活动 | | | ☑现场参观 | | | ☑其他 （电话会议） | | 参与单位名称及 | 华安证券；国泰海通证券；甬兴证券；中信证券；东吴证券； | | 人员姓名（以上 | 长江医药；光大证券；中信建投；北京岑峰；壹同创业投资； | | | 红杉资本；华鑫国际信托；恒穗资产；大兴华旗；六妙星私募； | | 排名不分先后） | 量利资本；大橡私募；伟晟私募；安徽海富投资；致新资本等。 | | | 荣泽石资产；博远基金；信达证券；江海证券；上海恒穗资产； | | | 泰达宏利；华安证券；建信基金；佳润实业；国投证券；华安 | | | 证券；西部医药；中金资管；国金证券；北京含章私募；宁波 | | | 量利私募；甬兴证券；贵源投资；恒基浦业资管；国源信达资 | | | 本；太平资产；宝盈基金；中融汇信投资；东吴证券；开源证 | | | 券；钧泽 ...

与三个多月前南新制药筹划收购时不超过4.8亿元的作价相比，交易价格已明显下调。在业内人士看来，这种调整通常反映了买卖双方基于当前市场状况及 各自利益考量的结果。 此外，拟购资产背后，佐力药业刚抛出一项15.56亿元的可转债募资计划，其中2.5亿元用于补充流动资金。 南新制药（688189）因交易核心条款谈不拢而放弃的资产组，如今被佐力药业（300181）看上。佐力药业最新公告显示，公司拟以3.56亿元收购未来医药持 有的多种微量元素注射液资产组，旨在优化公司产品结构，进一步拓宽疾病治疗领域。不过，这一交易遭到了投资者用脚投票，12月15日，佐力药业收跌 6.22%。 3.56亿元收购未来医药资产组 佐力药业12月15日公告显示，公司拟以总价3.56亿元收购未来医药持有的多种微量元素注射液资产组。 具体来看，佐力药业于12月12日与西藏未来生物医药股份有限公司及其两家全资子公司许昌未来制药有限责任公司和合肥市未来药物开发有限公司（以上交 易对方合称"未来医药"）签署了《多种微量元素注射液资产组收购协议书》，拟以总价（含税）3.56亿元收购其多种微量元素注射液资产组。资产组的内容 包括已上市品种"多种微量元素注射 ...

Investment Rating - The report maintains a "Buy" rating for Zhaoli Pharmaceutical (300181.SZ) with a current price of 17.18 yuan [1]. Core Views - The acquisition of the future pharmaceutical asset group is expected to enhance Zhaoli Pharmaceutical's performance by introducing new product lines and leveraging complementary advantages [5][8]. - The market for multi-trace element injection solutions is projected to grow, with significant demand in pediatric and adult nutrition support [6][7]. - The acquisition is valued at approximately 356 million yuan, corresponding to a PE ratio of about 6 times, indicating a favorable cost-benefit ratio [7][8]. Summary by Sections Company Overview - Zhaoli Pharmaceutical has a total share capital of 701 million shares and a market capitalization of 12.05 billion yuan [1]. - The stock has fluctuated between a low of 13.39 yuan and a high of 21.07 yuan over the past year [1]. Recent Developments - The company recently won a legal case against East China Pharmaceutical, which strengthens its market position [4]. - Zhaoli Pharmaceutical signed an agreement to acquire a multi-trace element injection asset group for 35.6 million yuan, which includes both marketed and research products [4][5]. Financial Performance - The asset group is expected to generate a net profit of approximately 60 million yuan in 2025, enhancing the company's profitability [7]. - The projected revenue for Zhaoli Pharmaceutical is expected to grow from 1.94 billion yuan in 2023 to 4.29 billion yuan by 2027, with a compound annual growth rate of 21.45% [9][13]. Market Potential - The overall market for multi-trace element injections is anticipated to reach around 1.8 billion yuan in 2024, with stable growth rates for existing products [6]. - The demand for these products is expected to continue rising, particularly in pediatric and adult critical care settings [6][11]. Valuation and Earnings Forecast - The report forecasts net profits of 655 million yuan in 2025, with a corresponding PE ratio of 18, indicating a positive outlook for the company's financial health [8][9]. - The company's return on equity (ROE) is projected to increase from 14.03% in 2023 to 28.18% by 2027, reflecting improved profitability [15].

证券之星消息，12月15日中药板块较上一交易日下跌0.08%，佐力药业领跌。当日上证指数报收于 3867.92，下跌0.55%。深证成指报收于13112.09，下跌1.1%。中药板块个股涨跌见下表： 以上内容为证券之星据公开信息整理，由AI算法生成（网信算备310104345710301240019号），不构成投资建议。 从资金流向上来看，当日中药板块主力资金净流出7973.32万元，游资资金净流入1.24亿元，散户资金净 流出4443.93万元。中药板块个股资金流向见下表： ...

【华东医药核心产品专利案一审败诉 涉案金额约1.11亿元】12月14日，华东医药（000963.SZ）公告全 资子公司杭州中美华东制药有限公司（以下简称"中美华东"）于近日收到浙江省高级人民法院送达的民 事判决书，一审判决为：驳回中美华东的全部诉讼请求。案件受理费约59.87万元，由中美华东负担。 以发酵冬虫夏草菌粉为核心成分的百令胶囊为华东医药核心产品之一，原为其独家品种，该产品是一款 发酵冬虫夏草菌粉制剂，功能主治补肺肾、益精气，用于肺肾两虚引起的咳嗽、气喘、咯血、腰背酸痛 等。该产品的主要销售市场在国内城市公立医院、县级公立医院、城市社区中心及乡镇卫生院终端。 米内网数据显示，早在2017年，华东医药旗下百令胶囊销售规模已达到20亿元级别。今年上半年，中美 华东生产的百令胶囊为中国城市社区市场中成药TOP20品牌之一，销售额达1亿元以上。 百令胶囊、百令片同样是佐力药业旗下核心产品。2024年1月，佐力药业收到国家药品监督管理局签发 的百令胶囊注册证，打破华东医药"一家独大"局面。 2025年12月12日，佐力药业亦就与华东医药的诉讼进展进行披露，其在公告中称，近日，公司收到民事 判决书，经法院审理认定 ...

Investment Rating - The report maintains a "Buy" rating for the company [3] Core Views - The company is expected to achieve stable growth through its "One Body, Two Wings" strategy, focusing on expanding its core products while developing its two auxiliary business segments [18][21] - The core product, Wuling Capsule, has a clear mechanism of action, good efficacy, and high market recognition, which provides a multi-dimensional advantage [29][34] - The company is positioned to benefit from ongoing centralized procurement and market expansion strategies, which will drive revenue growth [11][49] Summary by Sections 1. Company Strategy and Performance - The company has adopted a "One Body, Two Wings" strategy to enhance its market presence in traditional Chinese medicine and modern healthcare [18] - From 2019 to 2024, the company achieved a compound annual growth rate (CAGR) of 23.12% in revenue and 81.76% in net profit [21] - In 2024, the company reported revenue of 2.578 billion yuan, a year-on-year increase of 32.71% [22] 2. Core Product Advantages - The Wuling series, including Wuling Capsule, Lingze Tablets, and Linglianhua Granules, consists of unique products with significant market potential [29] - Wuling Capsule has been included in the national essential drug list and has shown strong sales growth post-centralized procurement [40] - The company anticipates further growth from expanding its product matrix and enhancing its marketing strategies [11][49] 3. Auxiliary Business Growth - The company has established a strong foothold in the traditional Chinese medicine market, focusing on herbal pieces and formula granules [9][10] - The auxiliary businesses are expected to contribute significantly to overall revenue growth, leveraging the company's first-mover advantage [8][9] 4. Financial Forecast and Investment Recommendations - The company is projected to achieve revenues of 2.922 billion yuan, 3.415 billion yuan, and 4.059 billion yuan for 2025, 2026, and 2027, respectively, with corresponding net profits of 656 million yuan, 829 million yuan, and 992 million yuan [11][13] - The report maintains a "Buy" rating based on the company's competitive advantages and growth potential in both core and auxiliary segments [11]

每经AI快讯，开源证券12月15日发布研报称，给予佐力药业（300181.SZ）"买入"评级。评级理由主要 包括：1）多种微量元素注射液市场空间大，"医保+集采"身份助力销量提升；2）丰富产品结构，营销 协同发展。风险提示：政策波动风险，产品销售不及预期，新品研发进展不及预期等。 每日经济新闻 每经头条（nbdtoutiao）——"一针两千，童颜针年销3亿元"背后：多家关联方注册地"查无此人"，股民 追问"钱呢"！钱氏姐弟几乎"掏空"江苏吴中，公司即将退市 （记者 张明双） 免责声明：本文内容与数据仅供参考，不构成投资建议，使用前请核实。据此操作，风险自担。 ...