南财智讯1月26日电，楚天科技在投资者关系活动中表示，子公司德国ROMACO集团经管理团队调整优 化及业务协同深化后，经营状况逐步改善，核心业务指标及市场竞争力较2024年同期有所提升，为商誉 稳定性提供了支撑；最终商誉是否发生减值及减值金额，仍需以第三方资产评估机构及审计机构出具的 正式商誉减值测试报告为准，具体以公司后续披露的相关公告信息为准。 ...

证券代码：300358 证券简称：楚天科技 ③公司自 2024 年下半年，开展了一系列精细化管理措施，开 源节流，2025 年内公司整体运营成本得到有效控制，成果显著， 期间费用总额较 2024 年同期下降明显。 楚天科技股份有限公司 投资者关系活动记录表 编号：2026-001 | | 特定对象调研 □分析师会议 | | --- | --- | | | 媒体采访 □业绩说明会 | | 调研活动类别 | □新闻发布会 □路演活动 | | | 现场参观 其他 | | 时 间 | 2026 年 1 月 23 日上午 10:00-12:00，平安证券、国信证券自营、 | | | 毅木资产、湖南医药发展私募基金 | | 参与单位名称 | | | | 2026 年 1 月 26 日上午 10:30-12:00，招商证券 | | 地 点 | 公司会议室 | | 上市公司接待 | 董事会秘书：黄玉婷 | | 人员姓名 | 证券事务代表：周德伟 | | | 一、内容提要： | | | 1、厂区参观 | | | 2、会议室座谈 | | | 二、主要关注的问题与回复如下： | | | 1、公司 2025 年度业绩预告较 ...

Group 1: Chemical and Metal Industries - Several chemical companies, including Xinong Co. and Dayang Bio, are showing continuous improvement in their operations [1] - The non-ferrous metal sector benefits from high prices and capacity release, with Zijin Mining expected to achieve a net profit of 51 billion to 52 billion yuan in 2025, a year-on-year increase of 59% to 62% [1] - Zijin Mining's growth is driven by increased production and higher sales prices of gold, copper, and silver [1] - The high-end manufacturing sector shows resilience, with Okoyi's net profit projected to grow by 67.53% to 91.96% in 2025, despite rising raw material costs [1] - The new materials industry is also performing well, with China National Materials Technology expected to achieve a net profit of 1.55 billion to 1.95 billion yuan in 2025, a year-on-year increase of 73.79% to 118.64% [1] Group 2: International Market Growth - The overseas market is becoming a new growth engine for many listed companies [2] - Siyuan Electric is expected to achieve total revenue of 21.205 billion yuan in 2025, a year-on-year increase of 37.18%, and a net profit of 3.163 billion yuan, up 54.35% [2] - Absen, a leading global LED display provider, anticipates a net profit of 240 million to 290 million yuan in 2025, representing a year-on-year growth of 105.32% to 148.09% [2] - Absen's overseas revenue reached approximately 3.193 billion yuan, a year-on-year increase of about 8.94% [2] Group 3: Company-Specific Developments - Chutian Technology expects a net profit of 235 million to 300 million yuan in 2025, marking a turnaround to profitability driven by strong international market breakthroughs [3] - The company has made significant progress in Southeast Asia, the Middle East, and the Americas, with overseas sales revenue steadily increasing [3] - Hangcha Group is also expanding into emerging markets while consolidating its traditional markets, indicating the effectiveness of its globalization strategy [3]

Market Performance - The pharmaceutical sector experienced a decline of -1.18% on January 15, 2025, underperforming the CSI 300 index by 1.38 percentage points, ranking 25th among 31 sub-industries in the Shenwan classification [1] - Among sub-industries, other biological products (-0.04%), hospitals (-0.75%), and medical consumables (-0.77%) performed relatively well, while pharmaceutical distribution (-2.57%), medical devices (-2.51%), and offline pharmacies (-2.11%) lagged behind [1] - Top three gainers included Shanhe Pharmaceutical (+20.01%), Duori Pharmaceutical (+11.48%), and Yahong Pharmaceutical (+7.69%); top three losers were Sunflower (-20.00%), Hongbo Pharmaceutical (-20.00%), and Huaren Health (-19.99%) [1] Industry News - Ipsen announced that the FDA has granted breakthrough therapy designation for its investigational monoclonal antibody IPN60340, which is used in combination with Ven-Aza for the treatment of newly diagnosed acute myeloid leukemia (AML) patients who are not suitable for intensive therapy [2] - The designation is based on data from the Phase 1/2 EVICTION trial, showing that patients receiving the combination treatment had a nearly doubled complete remission rate compared to historical standard treatment data, particularly in subtypes that typically respond poorly to standard treatment [2] - IPN60340 targets BTN3A, a key immune regulatory molecule widely expressed in various cancers, promoting the recognition and elimination of tumor cells by γ9δ2 T cells [2] Company News - Saint Noble Bio (688117) announced an expected net profit attributable to shareholders of 152-190 million yuan for 2025, representing a year-on-year growth of 204.42%-280.53%, with a non-recurring net profit expected to be 149-186 million yuan, reflecting a growth of 226.07%-307.58% [3] - Yipinhong (300723) reported similar profit expectations for 2025, with a net profit forecast of 152-190 million yuan and a non-recurring net profit of 149-186 million yuan, both showing significant year-on-year growth [3] - Chutian Technology (300358) expects to achieve a net profit of 235-300 million yuan for 2025, marking a turnaround from losses in the previous year, with a non-recurring net profit forecast of 135-200 million yuan [3] - Ganli Pharmaceutical (603087) received approval from the Ethiopian National Food and Drug Administration for the registration of its insulin glargine injection and pre-filled pen, allowing for import and sale in Ethiopia [3]

Group 1 - The core viewpoint of the article is that Chutian Technology (300358) is currently focused on providing automated and intelligent overall solutions for global pharmaceutical clients [1] - The company's business and technological expansion revolves around three concentric circles: technology, customers, and products [1] - The company clarifies that it does not engage in the aforementioned business areas [1]

Core Viewpoint - The medical device sector experienced a decline of 1.58% on January 16, with Kangzhong Medical leading the losses, while the Shanghai Composite Index fell by 0.26% and the Shenzhen Component Index decreased by 0.18% [1]. Group 1: Market Performance - The medical device sector's stocks showed mixed performance, with notable gainers including Huakang Clean (20.01% increase) and Yirui Technology (4.60% increase) [1]. - Conversely, Kangzhong Medical saw a significant drop of 8.60%, followed by Huada Zhizao with a decline of 6.61% [2]. - The overall trading volume in the medical device sector was substantial, with Huakang Clean achieving a transaction amount of 707 million yuan [1]. Group 2: Capital Flow - The medical device sector experienced a net outflow of 1.395 billion yuan from major funds, while retail investors contributed a net inflow of 1.42 billion yuan [2]. - Specific stocks like Huakang Clean had a net inflow of 58.17 million yuan from major funds, while retail investors showed a net outflow of 46.88 million yuan [3]. - The capital flow dynamics indicate a shift in investor sentiment, with retail investors actively participating despite the overall sector decline [2][3].

经济观察网2026年1月15日，楚天科技（300358）发布2025年度业绩预告，预计2025年净利润2.35亿元 至3亿元，同比增长151.92%至166.28%；扣除非经常性损益后的净利润1.35亿元至2亿元，同比增长 127.38%至140.56%。 ...

Core Viewpoint - Chutian Technology (300358) is expected to return to profit growth in 2025, with projected net profit ranging from 235 million to 300 million yuan, following a loss of 453 million yuan in the previous year [1] Group 1: Financial Performance - The company anticipates a net profit of 135 million to 200 million yuan after excluding non-recurring gains and losses for 2025 [1] - For the first three quarters, Chutian Technology reported operating revenue of 3.896 billion yuan and a net profit attributable to shareholders of 84.46 million yuan, estimating a fourth-quarter net profit of 151 million to 215 million yuan [1] Group 2: Growth Drivers - The growth in performance is attributed to international market expansion, improved order quality, and cost reduction measures [1][2] - The company has seen a significant increase in the quality and gross margin of new order contracts during the reporting period [1] - Non-recurring gains and losses are expected to impact the 2025 net profit by approximately 100 million yuan [1] Group 3: International Market Expansion - Chutian Technology is intensifying its efforts in international market expansion, achieving breakthroughs in Southeast Asia, the Middle East, Africa, and the Americas, leading to a significant increase in the proportion of international business [1][2] - The company has segmented the global market into five regions to enhance local sales and service responsiveness [2] Group 4: Operational Strategies - Starting from the second half of 2024, the company will implement a differentiated competition strategy to enhance order quality and has initiated various cost reduction measures [2] - The company is optimizing product solutions in R&D, reducing procurement costs in the supply chain, and improving production efficiency, which has led to a noticeable increase in gross margin [2] - A series of refined management measures have been implemented to control overall operating costs, with total expenses significantly reduced compared to the previous year [2] Group 5: Future Outlook - Chutian Technology plans to continue expanding its overseas market presence while capitalizing on the growth and high-end transformation trends in the domestic pharmaceutical equipment industry [3] - The company aims to enhance the proportion of international business in its revenue and build a global high-end pharmaceutical equipment brand through innovation and product refinement [3]

Core Viewpoint - Chutian Technology Co., Ltd. is expected to achieve a turnaround in profitability for the year 2025, with a projected net profit of between 235 million to 300 million yuan, driven by international market breakthroughs and improved operational quality [1] Group 1: Financial Performance - The company anticipates a significant increase in net profit for 2025, with a non-recurring profit forecast of 135 million to 200 million yuan [1] - In the first three quarters of 2025, the company's overseas business revenue experienced rapid growth, contributing to an increase in overall gross margin from 25.94% in 2024 to 31.17% [1] - The net cash flow from operating activities reached 148 million yuan in the first three quarters of 2025, reflecting a year-on-year increase of 142.84% [2] Group 2: Strategic Initiatives - Chutian Technology is actively optimizing its order structure by strategically reducing low-margin projects and focusing on high-value clients and high-value-added products [2] - The company is deepening its "AI for Science" strategy, with its self-developed TKAG model successfully applied in inspection equipment, showcasing a unique AI particle trajectory tracking algorithm [2] - The company is transitioning from a traditional equipment supplier to a global provider of intelligent pharmaceutical factory solutions, as indicated by its dual focus on product technology and manufacturing technology [3] Group 3: Market Expansion - The company has made significant progress in international markets, particularly in Southeast Asia and the Americas, leading to a notable increase in the proportion of international business revenue [1] - Chutian Technology's subsidiary, Germany's ROMACO Group, is also showing improved operational performance, with core business indicators steadily recovering [2]

（文章来源：证券日报） 证券日报网讯 1月15日，楚天科技发布公告称，公司2026年第一次临时股东会审议通过《关于变更注册 资本、增加经营范围及修订并办理工商变更登记的议案》。 ...