HUALAN NPM(301093)

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趋势研判!2025年中国医药包装行业市场规模、市场格局、重点企业及发展趋势分析:医药包装行业市场需求基础稳固,行业朝着高端化、绿色化方向发展 [图]
Chan Ye Xin Xi Wang· 2025-05-07 00:58
Core Viewpoint - The pharmaceutical packaging industry in China is experiencing steady growth, with the market size expected to reach 143.96 billion yuan in 2024, driven by the expansion of the domestic pharmaceutical market and increasing demand for medicines due to aging population and improved healthcare systems [1][11]. Industry Definition and Classification - Pharmaceutical packaging refers to a range of materials and containers used to protect medicines, facilitate storage and transportation, promote sales, provide drug information, and ensure medication safety [2]. Industry Chain Analysis - The pharmaceutical packaging industry chain includes multiple sectors: raw material supply, packaging material manufacturing, drug packaging and application, and auxiliary services. The upstream involves the supply of materials like plastics, glass, metals, and paper, which are crucial for the manufacturing of packaging materials [3]. Industry Development History - The development of the pharmaceutical packaging industry in China has gone through three stages: initial development, rapid expansion, and transformation and innovation. The industry has evolved from relying on imports to adopting advanced technologies and focusing on brand building and market expansion [6]. Current Industry Status - China is the world's largest producer of plastic products, with a production volume of 77.08 million tons in 2024. The availability and pricing of plastic products directly impact the pharmaceutical packaging industry [9][11]. Market Structure - The market structure of the pharmaceutical packaging industry is diverse, with plastic packaging holding a 48% share, followed by glass packaging at 28%, metal packaging at 11%, and rubber packaging at 7% [12]. Key Enterprises Analysis - The competitive landscape of the pharmaceutical packaging industry is diverse and intense. Key players include Shandong Pharmaceutical Glass, Zhengchuan Co., Hualan Co., Haishun New Materials, and Huqiang Technology, each with unique strengths and market positions [15][18][20]. Future Development Trends - The industry is moving towards high-end and high-performance packaging materials, focusing on new technologies and innovative designs to meet the demands of high-end pharmaceuticals [22]. - Green and environmentally friendly packaging is becoming a significant trend, with companies seeking biodegradable and recyclable materials to reduce environmental impact [23]. - The industry is also undergoing consolidation and internationalization, with companies optimizing resources and expanding into international markets to enhance competitiveness [24].
华兰股份(301093) - 关于公司及全资子公司签署募集资金三方监管协议的公告
2025-04-29 07:38
经中国证券监督管理委员会《关于同意江苏华兰药用新材料股份有限公司 首次公开发行股票注册的批复》(证监许可[2021]3020 号)注册,并经深圳证券 交易所同意,江苏华兰药用新材料股份有限公司(以下简称"公司"或"华兰 股份")首次公开发行人民币普通股(A 股)股票 33,666,667 股,每股发行价格 为人民币 58.08 元,募集资金总额为人民币 1,955,360,019.36 元,扣除相关发行 费用后实际募集资金净额为人民币 1,804,031,948.87 元。大华会计师事务所(特 殊普通合伙)对上述募集资金到位情况进行了审验,并出具了《江苏华兰药用 新材料股份有限公司验资报告》(大华验字[2021]000714 号)。公司对募集资金 采取专户存储管理,并与保荐机构、募集资金专户开设银行签署了《募集资金 三方监管协议》。具体内容详见公司于 2021 年 11 月 22 日在巨潮资讯网 (http://www.cninfo.com.cn)披露的《关于签署募集资金三方监管协议的公告》 (公告编号:2021-001)。 二、 本次签订《募集资金三方监管协议》及开立募集资金专户的情况 公司于 2025年 ...
华兰股份:2025一季报净利润0.18亿 同比增长63.64%
Tong Hua Shun Cai Bao· 2025-04-27 08:12
本次公司不分配不转赠。 前十大流通股东累计持有: 3553.3万股,累计占流通股比: 40.25%,较上期变化: 68.59万股。 | 名称 持有数量(万股) | | 占总股本比 | 增减情况 | | --- | --- | --- | --- | | | | 例(%) | (万股) | | 瑞众人寿保险有限责任公司-自有资金 | 2195.65 | 24.87 | 不变 | | 全国社保基金一一三组合 | 349.85 | 3.96 | -38.82 | | 杨发友 | 235.74 | 2.67 | 新进 | | 上海磬晟私募基金管理有限公司-磬晟联盈五号私募证券 投资基金 | 175.65 | 1.99 | 不变 | | 和盛财富(北京)基金管理有限公司-和盛财富甄选七号私募 证券投资基金 | 168.33 | 1.91 | 36.10 | | 上海亿宸投资管理有限公司-日照宸睿联合一期股权投资 管理中心(有限合伙) | 109.23 | 1.24 | -32.31 | | 严勇 | 98.68 | 1.12 | 不变 | | 长江智能制造混合型发起式A | 89.59 | 1.01 | 20.00 | ...
华兰股份(301093) - 2025 Q1 - 季度财报
2025-04-27 07:55
Financial Performance - The company's revenue for Q1 2025 was ¥145,580,419.13, representing a 15.03% increase compared to ¥126,555,144.11 in the same period last year[4] - Net profit attributable to shareholders increased by 72.10% to ¥18,379,202.71 from ¥10,679,390.41 year-on-year[4] - The net profit excluding non-recurring gains and losses surged by 273.62% to ¥14,211,785.77 compared to ¥3,803,838.29 in the previous year[4] - Basic earnings per share rose by 78.05% to ¥0.146 from ¥0.082 in the same period last year[4] - Operating profit for the current period was ¥21,537,922.60, representing a significant increase of 72.6% from ¥12,491,626.05 in the previous period[22] - The total profit for the current period is ¥21,473,019.60, compared to ¥12,391,423.64 in the previous period, reflecting a significant increase[23] - The net profit for the current period is ¥18,380,326.93, up from ¥10,679,390.41, indicating a growth of approximately 72.5% year-over-year[23] - Basic earnings per share for the current period is ¥0.146, compared to ¥0.082 in the previous period, representing an increase of 78.0%[23] Assets and Liabilities - The total assets at the end of the reporting period were ¥2,507,461,309.70, a slight increase of 0.11% from ¥2,504,747,738.80 at the end of the previous year[4] - Total assets increased slightly to ¥2,507,461,309.70 from ¥2,504,747,738.80, showing a growth of 0.1%[20] - Total liabilities decreased to ¥240,318,947.13 from ¥255,985,703.16, a reduction of 6.1%[20] - The company's equity attributable to shareholders rose to ¥2,264,144,013.75 from ¥2,245,764,811.04, an increase of 0.8%[21] Cash Flow - The cash flow from operating activities turned negative at -¥22,992,208.63, a decrease of 135.11% compared to ¥65,494,979.38 in the same period last year[4] - Cash flow from operating activities shows a net outflow of ¥22,992,208.63, a decline from a net inflow of ¥65,494,979.38 in the previous period[26] - Cash flow from investment activities generated a net inflow of ¥15,401,995.77, down from ¥160,703,328.16 in the previous period[26] - The total cash and cash equivalents at the end of the period is ¥356,016,825.47, a decrease from ¥462,248,056.69 at the end of the previous period[26] - The company received cash from sales of goods and services amounting to ¥138,756,775.19, a decrease from ¥160,093,880.48 in the previous period[25] - The company reported a decrease in cash received from other operating activities to ¥22,613,521.13, down from ¥44,480,349.49[26] Shareholder Information - The number of ordinary shareholders at the end of the reporting period was 15,439, with no preferred shareholders having restored voting rights[12] - Jiangyin Hualan Electromechanical Technology Co., Ltd. holds 22.39% of shares, totaling 28,280,000 shares[13] - Ruizhong Life Insurance holds 17.38% of shares, totaling 21,956,522 shares[13] - The total number of shares held by the top 10 unrestricted shareholders amounts to 38,032,821 shares[16] - The company has a total of 38,787,846 restricted shares, with 770,000 shares released during the current period[16] - The company plans to release restricted shares on May 5, 2025, for Jiangyin Hualan Electromechanical Technology Co., Ltd. and Huayi Min[16] - The top shareholder, Jiangyin Hualan Electromechanical, has no shares under pledge or freeze[13] - The company has a total of 2,421,597 restricted shares held by other shareholders[16] - The number of shares held by Yang Fayu is 2,357,400, with no changes reported[14] - The company has implemented a stock incentive plan with a total of 540,000 shares granted, of which 504,000 shares are released[16] Operational Costs and Expenses - Total operating costs amounted to ¥129,392,040.80, up from ¥123,653,466.66, reflecting a growth of 4.0%[22] - Inventory increased to ¥153,959,877.72 from ¥127,945,143.53, reflecting a growth of 20.4%[19] - Research and development expenses were ¥9,577,301.49, down from ¥11,096,955.18, a decrease of 13.7%[22] - The company experienced a 68.90% increase in cash paid for purchasing goods and services, amounting to ¥109,823,949.24 compared to ¥65,024,769.09 in the previous year[10] Government Subsidies - The company received government subsidies amounting to ¥716,483.81 during the reporting period, contributing positively to its financial performance[7] Audit Status - The company has not yet audited the first quarter report for the current year[27]
华兰股份:公司信息更新报告:2024业绩符合预期,经营拐点曙光已至-20250422
KAIYUAN SECURITIES· 2025-04-22 12:23
医药生物/医疗器械 | 余汝意(分析师) 司乐致(分析师) 石启正(联系人) | | | | | --- | --- | --- | --- | | yuruyi@kysec.cn silezhi@kysec.cn shiqizheng@kysec.cn | | | | | 证书编号:S0790523070002 证书编号:S0790523110003 证书编号:S0790125020004 | | | | | 业绩符合预期,经营拐点曙光已至,维持"买入"评级 2024 | | | | | 公司 2024 亿元(yoy-5.86%),归母净利润 0.50 | 年实现营收 5.86 | | 亿元(yoy-57.96%), | | 扣非归母净利润 亿元(yoy-40.79%)。分产品,覆膜胶塞产品收入 | 0.39 | | 2.83 亿元 | | 53.98%(-0.76pct),常规胶塞产品收入 | (yoy-11.29%),毛利率 | | 亿元 2.87 | | 23.17%(-3.94pct),公司利润和综合毛利率下降主要系客 | (yoy-1.52%),毛利率 | | | | 户需求变动,导致产品销售 ...
华兰股份(301093):公司信息更新报告:2024业绩符合预期,经营拐点曙光已至
KAIYUAN SECURITIES· 2025-04-22 10:14
投资评级:买入(维持) | 日期 | 2025/4/21 | | --- | --- | | 当前股价(元) | 26.09 | | 一年最高最低(元) | 30.70/17.12 | | 总市值(亿元) | 32.95 | | 流通市值(亿元) | 23.04 | | 总股本(亿股) | 1.26 | | 流通股本(亿股) | 0.88 | | 近 3 个月换手率(%) | 152.7 | 股价走势图 医药生物/医疗器械 华兰股份(301093.SZ) 2024 业绩符合预期,经营拐点曙光已至 2025 年 04 月 22 日 数据来源:聚源 -32% -16% 0% 16% 32% 2024-04 2024-08 2024-12 华兰股份 沪深300 相关研究报告 《2024H1 业绩整体承压,精品智能和 启航车间蓄势待发—公司信息更新报 告》-2024.8.29 ——公司信息更新报告 | 余汝意(分析师) 司乐致(分析师) 石启正(联系人) | | | | | --- | --- | --- | --- | | yuruyi@kysec.cn silezhi@kysec.cn shiqizheng@ky ...
华兰股份(301093) - 关于公司与甘李药业股份有限公司签订战略合作协议的公告
2025-04-22 07:42
证券代码:301093 证券简称:华兰股份 公告编号:2025-036 江苏华兰药用新材料股份有限公司 关于公司与甘李药业股份有限公司签订战略合作协议的公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整,没有 虚假记载、误导性陈述或重大遗漏。 特别提示: 1、江苏华兰药用新材料股份有限公司(以下简称"公司""华兰股份"或 "本公司")与甘李药业股份有限公司(以下简称"甘李药业")已就笔式注射 器用溴化丁基橡胶活塞及笔式注射器用铝盖(含溴化丁基橡胶垫片)(以下简称 "笔式包材")的合作关系达成共识,双方愿意结成长期友好的战略合作伙伴。 双方已签署相关协议,协议自经双方法定代表人或授权代表签字并盖公章后生 效,初始期限为 3 年。 2、本次战略合作协议为长期合作协议,有利于公司笔式包材的稳定销售, 协议的履行对公司本年度的财务状况不构成重大影响,对未来公司业务拓展具 有积极推动作用。 一、协议签署情况 为更好促进共赢发展,本着平等互利原则,经友好协商,华兰股份与甘李 药业签订了《战略合作协议》,就笔式包材的合作关系达成共识,双方愿意结成 长期友好的战略合作伙伴,协议自经双方法定代表人或授权代表签字并盖 ...
华兰股份(301093) - 江苏华兰药用新材料股份有限公司内部控制审计报告
2025-04-20 07:59
德皓内字[2025]00000038 号 北 京 德 皓 国 际 会 计 师 事 务 所 (特殊普通合伙 ) Beijing Dehao International Certified Public Accountants (Limited Liability Partnership) 江苏华兰药用新材料股份有限公司 内部控制审计报告 (截止 2024 年 12 月 31 日) 江苏华兰药用新材料股份有限公司 内部控制审计报告 目 录 页 次 一、 内部控制审计报告 1-2 内 部 控 制 审 计 报 告 德皓内字[2025]00000038 号 江苏华兰药用新材料股份有限公司全体股东: 按照《企业内部控制审计指引》及中国注册会计师执业准则的相 关要求,我们审计了江苏华兰药用新材料股份有限公司(以下简称华 兰股份公司)2024 年 12 月 31 日的财务报告内部控制的有效性。 一、企业对内部控制的责任 按照《企业内部控制基本规范》、《企业内部控制应用指引》、《企 业内部控制评价指引》的规定,建立健全和有效实施内部控制,并评 价其有效性是企业董事会的责任。 内部控制具有固有局限性,存在不能防止和发现错报的可能 ...
华兰股份(301093) - 华泰联合证券有限责任公司关于江苏华兰药用新材料股份有限公司2024年度持续督导跟踪报告
2025-04-20 07:59
江苏华兰药用新材料股份有限公司 2024 年度持续督导跟踪报告 华泰联合证券有限责任公司关于 江苏华兰药用新材料股份有限公司 2024 年度持续督导跟踪 报告 | 保荐人名称:华泰联合证券有限责任公司 | 被保荐公司简称:华兰股份 | | --- | --- | | 保荐代表人姓名:米耀 | 联系电话:021-38966911 | | 保荐代表人姓名:邹晓东 | 联系电话:021-38966911 | 一、保荐工作概述 | 项目 | 工作内容 | | --- | --- | | 1.公司信息披露审阅情况 | | | (1)是否及时审阅公司信息披露文件 | 是 | | (2)未及时审阅公司信息披露文件的次 | 不适用 | | 数 | | | 2.督导公司建立健全并有效执行规章制度 | | | 的情况 | | | (1)是否督导公司建立健全规章制度(包 括但不限于防止关联方占用公司资源的 | | | | 是 | | 制度、募集资金管理制度、内控制度、内 部审计制度、关联交易制度) | | | (2)公司是否有效执行相关规章制度 | 是 | | 3.募集资金监督情况 | | | (1)查询公司募集资金专户次数 | ...