证券时报e公司讯，一品红(300723)12月31日晚间公告，公司全资子公司一品红生物产品注射用炎琥 宁、生脉饮(党参方)拟中选全国中成药采购联盟集中带量采购。 注射用炎琥宁拟中选价格为2.20元/瓶，用于治疗病毒性肺炎和上呼吸道感染；生脉饮(党参方)拟中选价 格为9.60元/6支，用于治疗气阴两亏、心悸气短、自汗。 ...

财联社12月31日电，一品红公告，全资子公司一品红生物产品注射用炎琥宁、生脉饮(党参方)拟中选全 国中成药采购联盟集中带量采购。 注射用炎琥宁拟中选价格为2.20元/瓶，用于治疗病毒性肺炎和上呼吸道感染；生脉饮(党参方)拟中选价 格为9.60元/6支，用于治疗气阴两亏、心悸气短、自汗。 若后续签订采购协议并实施后，将进一步扩大相关产品的销售规模，提高市场占有率，提升公司品牌影 响力。 ...

财联社12月9日电，一品红药业股份有限公司控股子公司广东华南疫苗股份有限公司与珠海市丽珠单抗 生物技术有限公司签署《流感重组蛋白疫苗项目专利及技术转让协议》。 根据协议，华南疫苗拟将基于项目技术开发的最终销售形态的三价流感重组蛋白疫苗及/或四价流感重 组蛋白疫苗的项目权利转让给丽珠单抗。 本次交易总金额2.1亿元，其中包含首付款500万元，里程碑付款总计2.05亿元。 产品商业化后，华南疫苗有权获得销售额提成，总额不超过20亿元。 本次交易不构成关联交易，也不构成重大资产重组，尚需提交公司股东大会审议。 ...

e公司讯，①富奥股份：因达到法定退休年龄，甘先国向公司董事会提出辞去公司第十一届董事会董 事、董事会战略委员会委员，以及公司总经理职务。 辞职后，甘先国仍在公司及下属子公司担任其他职务，后续将按照公司内部相关流程和制度要求逐步退 出。 截至公告披露日，甘先国持有公司股票111.13万股。 ②一品红：全资子公司广州一品红制药有限公司于近日收到国家药品监督管理局核准签发的关于羧甲司 坦口服溶液的《药品补充申请批准通知书》。 审批结论：同意本品在原批准125毫升：6.25克规格基础上增加60毫升：3.0克规格，核发药品批准文 号。 ...

Financial Performance - Revenue for Q3 2024 was RMB 327.3 million, a decrease of 43.97% year-over-year[2] - Net profit attributable to shareholders for Q3 2024 was RMB -293.0 million, a decrease of 480.43% year-over-year[2] - Total revenue for the first three quarters of 2024 was RMB 1.24 billion, a decrease of 32.98% year-over-year[5] - Net profit attributable to shareholders for the first three quarters of 2024 was RMB -246.5 million, a decrease of 187.44% year-over-year[5] - Total revenue for the first three quarters of 2024 was 1,239,822,567.52 RMB, a decrease of 33.0% compared to the same period last year[27] - Operating profit for the first three quarters of 2024 was 9,145,461.83 RMB, a significant decrease of 96.6% compared to the same period last year[28] - Net profit for the first three quarters of 2024 was -269,444,690.23 RMB, a sharp decline of 203.9% compared to the same period last year[28] - Comprehensive income for the period totaled -269,444,690.23 yuan, with a net loss attributable to the parent company of -246,538,981.96 yuan[29] - Basic and diluted earnings per share were both -0.5458 yuan[29] Cash Flow and Liquidity - Cash flow from operating activities for the first three quarters of 2024 was RMB -213.0 million, a decrease of 182.91% year-over-year[2] - Cash received from selling goods and providing services decreased by 20.60% to 1,516,044,196.06 yuan, primarily due to lower sales revenue[8] - Cash received from tax refunds increased by 39.63% to 10,907,633.49 yuan, driven by increased VAT refunds from equipment purchases[8] - Cash received from other operating activities decreased by 71.55% to 31,269,862.25 yuan, mainly due to reduced government subsidies and deposits[8] - Cash paid for goods and services increased by 44.80% to 416,378,189.95 yuan, primarily due to higher trade business procurement payments[8] - Cash received from investments surged by 209.35% to 1,608,871,813.69 yuan, mainly due to increased short-term financial product purchases[9] - Cash received from financing activities increased by 81.05% to 1,720,000,000.00 yuan, driven by higher bank borrowings[9] - Net cash flow from operating activities was -212,955,900.57 yuan, compared to 256,852,112.02 yuan in the previous period[30] - Net cash flow from investing activities was -351,374,829.87 yuan, an improvement from -564,657,590.78 yuan in the previous period[31] - Net cash flow from financing activities was 765,129,526.79 yuan, compared to 223,919,396.11 yuan in the previous period[31] - Net increase in cash and cash equivalents was 201,096,079.58 yuan, a significant improvement from -83,886,082.65 yuan in the previous period[31] - The ending balance of cash and cash equivalents was 608,610,630.40 yuan, up from 561,709,670.34 yuan in the previous period[31] Assets and Liabilities - Total assets as of September 30, 2024, were RMB 4.57 billion, an increase of 3.73% compared to the end of the previous year[2] - Shareholders' equity as of September 30, 2024, was RMB 2.18 billion, a decrease of 13.51% compared to the end of the previous year[2] - Short-term borrowings increased by 72.73% to RMB 950.0 million as of September 30, 2024, compared to the beginning of the year[5] - Long-term borrowings increased by 343.75% to RMB 710.0 million as of September 30, 2024, compared to the beginning of the year[7] - Total assets as of the end of Q3 2024 were 4,569,626,117.65 RMB, an increase of 3.7% compared to the end of 2023[25] - Total liabilities as of the end of Q3 2024 were 2,335,444,779.79 RMB, an increase of 29.2% compared to the end of 2023[26] - Short-term borrowings as of the end of Q3 2024 were 950,000,000 RMB, an increase of 72.7% compared to the end of 2023[25] - Long-term borrowings as of the end of Q3 2024 were 710,000,000 RMB, an increase of 343.8% compared to the end of 2023[25] - Fixed assets as of the end of Q3 2024 were 1,459,596,678.54 RMB, a decrease of 8.1% compared to the end of 2023[25] - Construction in progress as of the end of Q3 2024 was 315,941,955.47 RMB, an increase of 92.6% compared to the end of 2023[25] R&D and Innovation - R&D expenses increased by 13.64% to 200,742,786.69 yuan, reflecting the company's continued investment in R&D projects[8] - R&D expenses for the first three quarters of 2024 were 200,742,786.69 RMB, an increase of 13.6% compared to the same period last year[27] - The company's self-developed projects have obtained 6 drug registration certificates (including raw material drug filing registration numbers) as of the disclosure date[16] - The wholly-owned subsidiary's innovative drug APH01727 tablets received clinical trial registration acceptance on May 14, 2024[17] - The wholly-owned subsidiary's innovative drug APH01727 tablets received clinical trial approval on July 24, 2024[18] Shareholder and Equity Information - The company repurchased and canceled 1,850,515 restricted shares from 92 incentive objects under the second phase of the restricted stock incentive plan[13] - The company repurchased and canceled 600,000 restricted shares from 1 incentive object under the 2022 stock option and restricted stock incentive plan[14] - The company's top 10 shareholders include Wu Meirong with 25,486,560 shares, Guangzhou Fuzi Investment Management Center with 24,300,000 shares, and Wu Chunjiang with 21,778,786 shares[11] - The company's repurchase securities account holds 5,116,105 shares as of September 30, 2024[11] - The company's top 10 shareholders include China Bank - E Fund Healthcare Industry Mixed Securities Investment Fund with 5,484,884 shares and Hong Kong Securities Clearing Company with 4,505,365 shares[11] - The company's restricted shares include 18,630,000 shares held by Li Hanyong and 10,228,847 shares held by Li Handong, both under executive restrictions[12] - The company's total restricted shares amount to 34,042,876 shares, with 36,476,804 shares at the beginning of the period and 2,450,515 shares released during the period[15] Subsidiary and Investment Activities - The company's wholly-owned subsidiary obtained the registration certificate for Amlodipine Besylate Dry Suspension on January 26, 2024[17] - The wholly-owned subsidiary received the registration certificate for Oxcarbazepine Oral Suspension on May 6, 2024[17] - The wholly-owned subsidiary obtained approval for the marketing application of Eltrombopag Olamine API on June 11, 2024[17] - The wholly-owned subsidiary received the registration certificate for Argatroban Injection on June 26, 2024[18] - The wholly-owned subsidiary obtained the approval notice for Fenofibric Acid Choline Extended-Release Capsules on July 1, 2024[18] - The wholly-owned subsidiary received the registration certificate for Olmesartan Medoxomil Orally Disintegrating Tablets on July 1, 2024[18] - The company's wholly-owned subsidiary, Rui'ao Biotech, acquired a 24.05% stake in Guangzhou Rui'anbo for $10 million (approximately RMB 72.68 million), increasing its ownership to 84.75%[21] Non-Recurring Items - Non-recurring losses for Q3 2024 amounted to RMB -261.8 million, primarily due to refunds, donations, and asset disposal losses[3][4]

证券研究报告 资料来源：Wind 一品红 (300723 CH) | --- | --- | |---------------------------------------|-----------------------------------------| | | | | SFC No. BPK414 | +(86) 21 2897 2228 | | 联系人 | 陈睿恬 | | SAC No. S0570123070038 SFC No. BUQ491 | chenruitian@htsc.com +(86) 21 2897 2228 | 基本数据 | --- | --- | |--------------------------------------------------------------------|-------------| | | | | 目标价 ( 人民币 ) 收盘价 ( 人民币 截至 10 月 11 日 | 21.47 15.95 | | 市值 ( 人民币百万 ) | 7,205 | | | | | 6 个月平均日成交额 ( 人民币百万 | 73.43 | | 52 周价格范围 ( ...

[Table_Main] 证券研究报告 | 公司点评 一品红(300723.SZ) 2024 年 09 月 16 日 | --- | --- | |-------------------------------|------------------------------| | 一品红（ 买入（维持） | 300723.SZ ）：聚焦儿 | | 当前价格 ( 元 ) ： 13.46 | | | 所属行业：医药生物 / 化学制药 | 童药和慢病药，创新研发取得阶 | | 证券分析师 | 段性进展 | | 周新明 | | 资格编号：S0120524060001 邮箱：zhouxm＠tebon.com.cn 吴明华 资格编号：S0120524050002 邮箱：wumh3＠tebon.com.cn 投资要点 事件：公司发布2024年半年报。2024上半年，实现营收9.13亿元（-27.90%）， 归母净利润 0.46 亿元（-77.33%），扣非归母净利润 0.35 亿元（-76.16%）。 单 Q2 营业收入为 2.9 亿元，同比下降 47.31%，扣非归母净利润-0.63 亿元， 同比下降 218.91%，环比 ...

证券代码：300723 证券简称：一品红 公告编号：2024-071 一品红药业股份有限公司 关于参加广东辖区 2024 年投资者 网上集体接待日活动的公告 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、误导性陈述或重大遗漏。 为进一步加强与投资者的互动交流，一品红药业股份有限公司（以下简称"公 司"）将参加由广东证监局、广东上市公司协会联合举办的"坚定信心 携手共 进 助力上市公司提升投资价值——2024 广东辖区上市公司投资者关系管理月 活动投资者集体接待日"，现将相关事项公告如下： 本次活动将采用网络远程的方式举行，投资者可登录"全景路演"网站 （http://rs.p5w.net）参与本次互动交流，活动时间为 2024 年 9 月 12 日（周 四）15:30-16:30。 届时公司董事长兼总经理李捍雄先生、副总经理兼董事会秘书张明渊先生以 及财务总监张辉星先生将在线就 2024 年半年度业绩、发展战略、经营状况等投 资者关心的问题，与投资者进行沟通与交流，欢迎广大投资者踊跃参与！ 特此公告！ 一品红药业股份有限公司 2024 年 9 月 9 日 ...

一品红药业股份有限公司 2024 年半年度报告全文 一品红药业股份有限公司 2024 年半年度报告 2024-069 2024 年 8 月 1 一品红药业股份有限公司 2024 年半年度报告全文 第一节 重要提示、目录和释义 公司董事会、监事会及董事、监事、高级管理人员保证半年度报告内容 的真实、准确、完整，不存在虚假记载、误导性陈述或者重大遗漏，并承担 个别和连带的法律责任。 公司负责人李捍雄、主管会计工作负责人张辉星及会计机构负责人(会计 主管人员)张辉星声明：保证本半年度报告中财务报告的真实、准确、完整。 所有董事均已出席了审议本次半年报的董事会会议。 公司已在本报告中详细阐述公司在经营过程中可能面临的各种风险及应 对措施。 1.药品研发风险。医药行业研发具有高技术、高投入、高风险、长周期 特点，其中临床前研究、临床研究到产品注册各个阶段充满挑战，存在研发 产品获批不确定性风险。面对上述风险，公司通过自主研发、合作研发等多 种创新机制，不断提升创新药研发能力，并建立产学研联合体，实现研发、 生产良性循环。同时紧跟治疗领域、政策法规及竞争环境的动态变化，依托 新研发中心建成，培养高效研发团队，持续在儿童药 ...

还这个7个多亿其实这有个100%多的一个增加因为这些增加就导致23年的这个累计得救的话是1.1个亿这个22年的话才3000多万也就是说累计得救这块就多了8000多万是这样的一个情况那今年这个得救呢只会在去年的基础上基本上是和平没有新的一个固定资产的一个增加 所以说是持平的一个状态24年的话这块就不会有增加那第二个的话就是我的这个研发费用去年的这个23年的研发费用的话有三个多亿三个多亿然后可是这个22年的话才1.8个亿1.8个亿这块的话可以看到有一个1.2个亿的一个增加啊增加值也算相对来说是比较大的啊另外的话就是我们投资了这个安所啊安所这边 安所的话就是它的一个研发费用的话就进不了一品红的研发费用的因为我们只持有22.52的股权是我们的一个参股公司它的所有的费用啊收入啊基本上就是全部进不了一品红可是唯独它的一个利润它的利润的话那我们就会按22.52这样的比例来定价那它是它出现了亏损或者是盈利就会体现在我们的投资收益里面 这样子的话去年这块投资收益的话是负的因为它还属于研发阶段嘛是负的3800万因为这些费用的一个增加其实导致了就是我的这个利润跟这个收入啊形成了一个不匹配啊是这样一个情况那第二个的话就是我今年的一个 ...