Workflow
CSPC Innovation(300765)
icon
Search documents
新诺威的前世今生:2025年三季度营收15.93亿行业排11,净利润-3.1亿垫底
Xin Lang Zheng Quan· 2025-10-31 06:30
新诺威成立于2006年4月5日,于2019年3月22日在深圳证券交易所上市,注册地址和办公地址均为河北省 石家庄市。公司是国内功能食品行业的领先企业,在功能食品研发、生产与销售方面具有较强的技术实力 和市场竞争力。 新诺威主营业务为功能食品的研发、生产与销售,所属申万行业为医药生物 - 化学制药 - 原料药,所属概 念板块包括创新药、维生素、中盘核聚变、超导概念、核电。 经营业绩:营收行业11,净利润47 偿债能力方面,2025年三季度新诺威资产负债率为32.94%,高于去年同期的16.97%,也高于行业平均的 27.75%。从盈利能力看,2025年三季度公司毛利率为39.68%,虽低于去年同期的42.99%,但高于行业平均 的35.38%。 董事长姚兵薪酬53.84万元 新诺威控股股东为石药集团恩必普药业有限公司,实际控制人为蔡东晨。董事长兼总经理姚兵于2002年7 月加入本集团,现任公司附属公司石药创新制药股份有限公司董事兼总经理等职,一直负责集团研发工 作。他持有南京工业大学多个学位及北京大学工程硕士学位,2024年薪酬为53.84万。 A股股东户数较上期增加3.45% 截至2025年9月30日,新诺威 ...
石药系“左手倒右手”?新诺威携“高溢价并购”与“增收不增利”困局赴港
Hua Xia Shi Bao· 2025-10-30 13:36
作为百事可乐、可口可乐、红牛等国际饮料巨头的全球供应商,新诺威正积极寻求超越其传统功能性原 料和保健食品业务的发展路径。 然而在业绩层面,公司却面临不小的压力。尽管前三季度营业收入实现微增,净利润却出现大幅下滑, 亏损幅度高达567.47%,归母净利润与扣非净利润更是录得首次三季报亏损。 当前,新诺威一方面面临支柱业务增长乏力,另一方面新业务尚未形成有效支撑,处于"青黄不接"的阶 段。其频繁收购的举措也引发市场关注,所收购的创新药资产仍处于投入期,无法贡献利润,使得公司 整体盈利持续承压。新诺威将如何破解当前困局,成为市场关注的焦点。 就上述问题,《华夏时报》记者向新诺威致函询问,截至发稿未获回复。 今年以来,新诺威动作频频,一方面通过收购控股股东资产向创新药领域拓展,另一方面推进赴港IPO 进程,力求业务转型与资本运作齐头并进。 陷"增收不增利"困局 新诺威核心业务涵盖功能性原料、保健食品、特医食品的研发、生产与销售。其功能性原料产品主要包 括咖啡因、阿卡波糖、无水葡萄糖等;保健食品以"果维康"系列维生素C含片、B族维生素含片为代 表;特医食品则聚焦于非全营养配方产品。 公司收入几乎全部来源于功能性原料与保 ...
解密主力资金出逃股 连续5日净流出490股
Core Insights - A total of 490 stocks in the Shanghai and Shenzhen markets have experienced net outflows of main funds for five consecutive days or more as of October 29 [1] - The stock with the longest continuous net outflow is Zhongju Gaoxin, with 31 days of outflows, followed by Hengshen New Materials with 21 days [1] - The largest total net outflow amount is from China Merchants Bank, with a cumulative outflow of 3.093 billion yuan over 12 days [1] Group 1: Stocks with Longest Net Outflows - Zhongju Gaoxin has seen net outflows for 31 days, with a total outflow of 559 million yuan and a cumulative decline of 6.91% [1] - Hengshen New Materials has recorded net outflows for 21 days, totaling 197 million yuan, with a decline of 9.80% [3] - China Merchants Bank has the highest net outflow amount of 3.093 billion yuan over 12 days, with a net outflow ratio of 6.98% and a cumulative increase of 1.65% [1] Group 2: Other Notable Stocks - Guotai Junan has experienced net outflows for 10 days, amounting to 1.877 billion yuan, with a net outflow ratio of 7.89% and a cumulative increase of 2.70% [1] - Shengbang Co. has seen net outflows for 12 days, totaling 1.826 billion yuan, with a net outflow ratio of 9.52% and a cumulative decline of 10.65% [1] - Huajian Group has recorded net outflows for 6 days, with a total outflow of 1.713 billion yuan and a significant decline of 40.29% [1] Group 3: Stocks with Significant Outflow Ratios - Jianan Intelligent has the highest net outflow ratio at 14.74%, with a decline of 2.98% over the past 5 days [1] - Other notable stocks with high outflow ratios include Huayi Development at 11.91% and Pianzaihuang at 11.84% [1] - The overall trend indicates a significant outflow of funds from various sectors, reflecting investor sentiment and market conditions [1]
机构风向标 | 新诺威(300765)2025年三季度已披露前十大机构累计持仓占比81.17%
Xin Lang Cai Jing· 2025-10-28 01:28
公募基金方面,本期较上一期持股增加的公募基金共计10个,主要包括汇添富创新医药混合A、工银前 沿医疗股票A、中银创新医疗混合A、农银医疗保健股票、建信医疗健康行业股票A等,持股增加占比 达0.60%。本期较上一季度持股减少的公募基金共计3个,包括中欧医疗健康混合A、易方达创业板 ETF、银华中证全指医药卫生指数增强发起式,持股减少占比达0.37%。本期较上一季未再披露的公募 基金共计400个,主要包括中欧医疗创新股票A、南方中证500ETF、广发医疗保健股票A、汇添富医疗 服务灵活配置混合A、汇添富中证主要消费ETF等。 外资态度来看,本期较上一季度持股减少的外资基金共计1个,即香港中央结算有限公司,持股减少占 比达0.23%。 2025年10月28日,新诺威(300765.SZ)发布2025年第三季报。截至2025年10月27日,共有18个机构投资 者披露持有新诺威A股股份,合计持股量达11.44亿股,占新诺威总股本的81.42%。其中,前十大机构 投资者包括石药集团恩必普药业有限公司、香港中央结算有限公司、中国工商银行股份有限公司-中欧 医疗健康混合型证券投资基金、中国建设银行股份有限公司-工银瑞信前沿医 ...
上市公司动态 | 金山办公前三季度净利增13.32%,影石创新前三季度净利降5.95%,爱尔眼科前三季度净利降9.76%
Sou Hu Cai Jing· 2025-10-27 15:20
Group 1: Kingsoft Office - Kingsoft Office reported a revenue of 1.521 billion yuan in Q3 2025, a year-on-year increase of 25.33% [1][2] - The net profit attributable to shareholders for Q3 2025 was 431 million yuan, reflecting a growth of 35.42% year-on-year [1][2] - For the first three quarters of 2025, the total revenue reached 4.178 billion yuan, up 15.21% year-on-year, while net profit was 1.178 billion yuan, an increase of 13.32% [1][2] Group 2: Ying Shi Innovation - Ying Shi Innovation achieved a revenue of 2.940 billion yuan in Q3 2025, marking a significant growth of 92.64% year-on-year [4] - The net profit attributable to shareholders for Q3 2025 was 272 million yuan, a decrease of 15.90% compared to the previous year [4][5] - For the first three quarters, the company reported a total revenue of 6.611 billion yuan, up 67.18%, while net profit was 792 million yuan, down 5.95% year-on-year [4][5] Group 3: Aier Eye Hospital - Aier Eye Hospital reported a revenue of 5.977 billion yuan in Q3 2025, a year-on-year increase of 3.83% [6][7] - The net profit attributable to shareholders for Q3 2025 was 1.064 billion yuan, reflecting a decline of 24.12% year-on-year [6][7] - For the first three quarters, the total revenue reached 17.484 billion yuan, up 7.25%, while net profit was 3.115 billion yuan, down 9.76% [6][7] Group 4: Hengrui Medicine - Hengrui Medicine reported a revenue of 7.427 billion yuan in Q3 2025, a year-on-year increase of 12.72% [8][10] - The net profit attributable to shareholders for Q3 2025 was 1.301 billion yuan, reflecting a growth of 9.53% year-on-year [8][10] - For the first three quarters, the total revenue reached 23.188 billion yuan, up 14.85%, while net profit was 5.751 billion yuan, an increase of 24.50% [8][10] Group 5: Victory Technology - Victory Technology achieved a revenue of 5.086 billion yuan in Q3 2025, marking a year-on-year increase of 78.95% [11][12] - The net profit attributable to shareholders for Q3 2025 was 1.102 billion yuan, reflecting a substantial growth of 260.52% year-on-year [11][12] - For the first three quarters, the company reported a total revenue of 14.117 billion yuan, up 83.40%, while net profit was 3.245 billion yuan, an increase of 324.38% [11][12] Group 6: Southern Airlines - Southern Airlines reported a revenue of 51.374 billion yuan in Q3 2025, a year-on-year increase of 3.01% [13][14] - The net profit attributable to shareholders for Q3 2025 was 3.840 billion yuan, reflecting a growth of 20.26% year-on-year [13][14] - For the first three quarters, the total revenue reached 137.665 billion yuan, up 2.23%, while net profit was 23.070 billion yuan, an increase of 17.40% [13][14] Group 7: Ningbo Bank - Ningbo Bank reported a revenue of 17.816 billion yuan in Q3 2025, a year-on-year increase of 9.19% [16][17] - The net profit attributable to shareholders for Q3 2025 was 7.673 billion yuan, reflecting a growth of 8.71% year-on-year [16][17] - For the first three quarters, the total revenue reached 54.976 billion yuan, up 8.32%, while net profit was 22.445 billion yuan, an increase of 8.39% [16][17] Group 8: Guizhou Moutai - Guizhou Moutai announced the resignation of Chairman Zhang Deqin due to work adjustments, with a new chairman to be elected soon [19] Group 9: Baosteel - Baosteel reported a revenue of 167.51 billion yuan in Q3 2025, a year-on-year increase of 14.29% [20][21] - The net profit attributable to shareholders for Q3 2025 was 812.45 million yuan, reflecting a return to profitability [20][21] - For the first three quarters, the total revenue reached 480.8 billion yuan, down 3.58%, while net profit was 2.33 billion yuan [20][21] Group 10: China Aluminum - China Aluminum reported a revenue of 601.24 billion yuan in Q3 2025, a year-on-year decrease of 4.66% [22][23] - The net profit attributable to shareholders for Q3 2025 was 38.01 billion yuan, reflecting a significant increase of 90.31% year-on-year [22][23] - For the first three quarters, the total revenue reached 1,765.16 billion yuan, up 1.57%, while net profit was 108.72 billion yuan, an increase of 20.65% [22][23] Group 11: Northern Rare Earth - Northern Rare Earth reported a revenue of 114.25 billion yuan in Q3 2025, a year-on-year increase of 33.32% [25][26] - The net profit attributable to shareholders for Q3 2025 was 610 million yuan, reflecting a growth of 69.48% year-on-year [25][26] - For the first three quarters, the total revenue reached 302.92 billion yuan, up 40.50%, while net profit was 1.541 billion yuan, an increase of 280.27% [25][26] Group 12: Hengli Petrochemical - Hengli Petrochemical reported a revenue of 534.96 billion yuan in Q3 2025, a year-on-year decrease of 17.98% [27] - The net profit attributable to shareholders for Q3 2025 was 19.72 billion yuan, reflecting a significant increase of 81.47% year-on-year [27] - For the first three quarters, the total revenue reached 1,573.84 billion yuan, down 11.46%, while net profit was 50.23 billion yuan, a slight decrease of 1.61% [27] Group 13: High Energy Environment - High Energy Environment is planning to issue H-shares and list on the Hong Kong Stock Exchange to enhance its international strategy and competitiveness [28] Group 14: Guangyun Technology - Guangyun Technology plans to acquire a 36.4652% stake in Chengdu Lingxuan Precision Machinery Co., Ltd. for 240 million yuan, gaining control over the company [29] Group 15: Zhongxin Metal - Zhongxin Metal reported a revenue of 39.807 billion yuan in Q3 2025, a year-on-year increase of 29.21% [32] - The net profit attributable to shareholders for Q3 2025 was 877 million yuan, reflecting a growth of 43.74% year-on-year [32] - For the first three quarters, the total revenue reached 1,034.64 billion yuan, up 8.84%, while net profit was 2.326 billion yuan, an increase of 35.47% [32]
石药集团(01093):石药创新(300765.SZ)前三季度归母净亏损2404.89万元
智通财经网· 2025-10-27 11:16
智通财经APP讯,石药集团(01093)发布石药创新(300765.SZ)前三季度业绩,该集团取得收入15.93亿 元,同比增加7.71%,归属于上市公司股东的净亏损2404.89万元,基本每股亏损0.0173元。 ...
石药集团:石药创新前三季度归母净亏损2404.89万元
Zhi Tong Cai Jing· 2025-10-27 11:16
石药集团(01093)发布石药创新(300765.SZ)前三季度业绩,该集团取得收入15.93亿元,同比增加 7.71%,归属于上市公司股东的净亏损2404.89万元,基本每股亏损0.0173元。 ...
石药集团(01093) - 石药创新製药股份有限公司截至2025年9月30日止九个月之未经审核财务资...
2025-10-27 11:00
香 港 交 易 及 結 算 所 有 限 公 司 及 香 港 聯 合 交 易 所 有 限 公 司 對 本 公 告 的 內 容 概 不 負 責,對 其 準 確 性 或 完 整 性 亦 不 發 表 任 何 聲 明,並 明 確 表 示 概 不 就 因 本 公 告 全 部 或 任 何 部 份 內 容 而 產 生 或 因 倚 賴 該 等 內 容 而 引 致 的 任 何 損 失 承 擔 任 何 責 任。 CSPC PHARMACEUTICAL GROUP LIMITED 石藥集團有限公司 (股份代號:1093) (於香港註冊成立之有限公司) 石 藥 創 新 製 藥 股 份 有 限 公 司 截 至2025年9月30日 止 九 個 月 之 未 經 審 核 財 務 資 料 按 深 圳 證 券 交 易 所 之 相 關 規 定,石 藥 集 團 有 限 公 司(「本 公 司」)附 屬 公 司 石 藥 創 新 製 藥 股 份 有 限 公 司(「石 藥 創 新」,其 股 份 於 深 圳 證 券 交 易 所 創 業 板 上 市(股 票 代 碼:300765)), 已 於2025年10月27日 發 佈 其 截 至2025年9月30日 止 九 ...
新诺威2025年第三季度净利润同比下降1025.45%
Bei Jing Shang Bao· 2025-10-27 10:19
北京商报讯(记者 王寅浩 宋雨盈)10月27日,新诺威发布公告称,2025年第三季度实现营业收入5.43 亿元,同比增长7.18%;归属于上市公司股东的净利润亏损2130.27万元,同比下降1025.45%。2025年前 三季度实现营业收入15.93亿元,同比增长7.71%;归属于上市公司股东的净利润为亏损2404.89万元, 同比下降117.26%。 ...
新诺威发布前三季度业绩,归母净亏损2404.89万元
智通财经网· 2025-10-27 08:46
智通财经APP讯,新诺威(300765.SZ)发布2025年三季度报告,该公司前三季度营业收入为15.93亿元, 同比增长7.71%。归属于上市公司股东的净亏损为2404.89万元。归属于上市公司股东的扣除非经常性损 益的净亏损为6482.09万元。基本每股亏损为0.0173元。 ...