智通财经APP讯，宏源药业(301246.SZ)发布2025年度业绩预告，预计全年实现归属于上市公司股东的净 利润1.13亿元至1.37亿元，同比增长119.57%-166.20%。 2025年度经营业绩预计较去年同期大幅上升，主要受六氟磷酸锂业务影响。报告期内，新能源车市场需 求持续增长以及储能市场需求快速增长，公司六氟磷酸锂业务盈利能力显著改善。 ...

2025年度经营业绩预计较去年同期大幅上升，主要受六氟磷酸锂业务影响。报告期内，新能源车市场需 求持续增长以及储能市场需求快速增长，公司六氟磷酸锂业务盈利能力显著改善。 宏源药业（301246）(301246.SZ)发布2025年度业绩预告，预计全年实现归属于上市公司股东的净利润 1.13亿元至1.37亿元，同比增长119.57%-166.20%。 ...

Core Viewpoint - Hongyuan Pharmaceutical (301246) expects a significant increase in net profit for 2025, projecting a range of 113 million to 137 million yuan, representing a year-on-year growth of 119.57% to 166.2% [1] Group 1 - The demand for new energy vehicles continues to grow, contributing positively to the company's performance [1] - The energy storage market is experiencing rapid growth, further enhancing the profitability of the company's lithium hexafluorophosphate business [1]

Core Viewpoint - Hongyuan Pharmaceutical expects a significant increase in net profit for the fiscal year 2025, driven primarily by its lithium hexafluorophosphate business, which has seen improved profitability due to rising demand in the new energy vehicle and energy storage markets [1] Financial Performance - The projected net profit for 2025 is estimated to be between 113 million to 137 million yuan, representing a year-on-year growth of 119.57% to 166.20% [1] - The net profit after deducting non-recurring gains and losses is expected to be between 82 million to 106 million yuan, showing a substantial year-on-year increase of 782.01% to 1,040.17% [1] - The impact of non-recurring gains and losses on the net profit attributable to shareholders of the listed company is estimated to be approximately 31 million yuan [1] Business Drivers - The significant growth in the company's operating performance is mainly attributed to the lithium hexafluorophosphate business [1] - Continuous growth in demand for new energy vehicles and rapid expansion in the energy storage market have contributed to the notable improvement in profitability [1]

证券代码：301246 证券简称：宏源药业 公告编号：2026-001 湖北省宏源药业科技股份有限公司 2025 年度业绩预告 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。 一、本期业绩预计情况 1、业绩预告期间：2025 年 1 月 1 日至 2025 年 12 月 31 日 2、业绩预告情况：预计净利润为正值且属于同向上升 50%以上情形 单位：万元 本次业绩预告相关数据是公司财务部门初步测算的结果，未经会计师事务所审计。但 公司已就业绩预告有关事项与年报审计会计师事务所进行了预沟通，公司与会计师事务所 在本报告期的业绩预告方面不存在重大分歧，具体数据以审计结果为准。 三、业绩变动原因说明 2025 年度经营业绩预计较去年同期大幅上升，主要受六氟磷酸锂业务影响。报告期 内，新能源车市场需求持续增长以及储能市场需求快速增长，公司六氟磷酸锂业务盈利能 力显著改善。 预计报告期内非经常性损益对归属于上市公司股东的净利润的影响金额约为 3,100 万 元。 四、其他相关说明 本次业绩预告相关财务数据是公司财务部门初步测算的结果，未经审计机构审计，具 体财务数据公 ...

证券日报网讯 1月14日，宏源药业在互动平台回答投资者提问时表示，公司密切关注各产品市场变动情 况，并及时调整营销策略。公司境内、外具体营销情况请关注公司后续定期报告。 （文章来源：证券日报） ...

中国经济网北京1月8日讯 宏源药业(301246.SZ)今日收报22.28元，跌幅2.28%。该股目前处于破发 状态。 宏源药业于2023年3月20日在深交所创业板上市，公开发行股票4,725.72万股，发行价格为50.00元/ 股，保荐机构（主承销商）为民生证券股份有限公司（现为国联民生证券股份有限公司），保荐代表人 为谢广化、肖继明。 上市首日，宏源药业盘中创下股价高点45元，为该股上市以来最高价。 宏源药业首次公开发行股票募集资金总额为人民币236,286.00万元，扣除发行费用后募集资金净额 为219,584.37万元。该公司最终募集资金净额比原计划多154,511.37万元。宏源药业于2023年3月14日披 露的招股说明书显示，该公司拟募集资金65,073.00万元，用于研发中心及多功能试验车间项目、抗病毒 原料药及中间体项目、年产25亿片（粒）高端制剂车间项目。 宏源药业首次公开发行股票的发行费用总额为16,701.63万元，其中保荐及承销费用13,931.96万元。 (责任编辑：魏京婷) ...

Core Viewpoint - The lithium hexafluorophosphate (LiPF6) market is entering a new upward cycle in the second half of 2025, characterized by structural supply-demand mismatches [1]. Group 1: Market Capacity and Production - By the second half of 2025, the overall market will see an increase in production capacity of only 50,000 tons, with nominal capacity at 470,300 tons and effective capacity at 335,000 tons, leading to a global production of 279,000 tons and a capacity utilization rate of 83% [1]. - Major manufacturers such as Dongfang, Tianji, Tinci, Zhonglan Hongyuan, Hongyuan Pharmaceutical, and Yongtai are expected to operate at full capacity [1]. - The first-tier LiPF6 manufacturers will have production exceeding 35,000 tons in 2025, while second-tier manufacturers will exceed 5,000 tons annually [3]. Group 2: Company Rankings and Market Share - The top three LiPF6 companies will account for over 60% of the market share in 2025, with Tinci Materials holding over 30%, Dongfang at 18.3%, and Xintai New Materials exceeding 13% [8]. - The rankings for LiPF6 producers in 2025 are as follows: - First-tier: Tinci Materials, Dongfang, Xintai New Materials - Second-tier: Jiangxi Shilei, Shida Shenghua, Hongyuan Pharmaceutical, Zhejiang Yongtai, Jiangsu Bikon, Zhonglan Hongyuan, Longde, and Shenzhen New Star [5]. Group 3: Price Trends and Future Outlook - After a prolonged period of stagnation, LiPF6 prices began to rise in July 2025, increasing from a low of 47,000 yuan/ton to 180,000 yuan/ton, marking a 283% increase [10]. - In 2026, global LiPF6 production is projected to reach 375,000 tons, with an additional 150,000 tons of effective capacity coming online, leading to an effective capacity of 400,000 tons and an operating rate exceeding 90% [10]. - Prices are expected to remain high throughout 2026, with the third and fourth quarters anticipated to experience seasonal demand peaks, resulting in continued price increases [10].

宏源药业首次公开发行股票募集资金总额为人民币236,286.00万元，扣除发行费用后募集资金净 额为219,584.37万元。该公司最终募集资金净额比原计划多154,511.37万元。宏源药业于2023年3月14 日披露的招股说明书显示，该公司拟募集资金65,073.00万元，用于研发中心及多功能试验车间项目、 抗病毒原料药及中间体项目、年产25亿片（粒）高端制剂车间项目。 宏源药业首次公开发行股票的发行费用总额为16,701.63万元，其中保荐及承销费用13,931.96万 元。 (责任编辑：徐自立) 中国经济网北京1月6日讯 宏源药业(301246.SZ)今日收报24.11元，跌幅4.44%。该股目前处于破 发状态。 宏源药业于2023年3月20日在深交所创业板上市，公开发行股票4,725.72万股，发行价格为50.00 元/股，保荐机构（主承销商）为民生证券股份有限公司（现为国联民生证券股份有限公司），保荐代 表人为谢广化、肖继明。 上市首日，宏源药业盘中创下股价高点45元，此后股价震荡下跌。 ...

Group 1 - The chemical pharmaceutical sector experienced a decline of 1.52% on December 29, with Hongyuan Pharmaceutical leading the drop [1] - The Shanghai Composite Index closed at 3965.28, up 0.04%, while the Shenzhen Component Index closed at 13537.1, down 0.49% [1] - Notable gainers in the chemical pharmaceutical sector included Duorui Pharmaceutical, which rose by 9.89%, and Yahui Pharmaceutical, which increased by 4.61% [1] Group 2 - Hongyuan Pharmaceutical saw a significant drop of 10.97%, closing at 23.93, with a trading volume of 598,100 shares and a transaction value of 1.442 billion yuan [2] - Other notable decliners included Xintai, down 9.97%, and Suwu, down 9.38% [2] - The sector experienced a net outflow of 2.25 billion yuan from major funds, while retail investors saw a net inflow of 1.48 billion yuan [2] Group 3 - Among individual stocks, Yahui Pharmaceutical had a net inflow of 40.30 million yuan from major funds, while HaiXiang Pharmaceutical had a net inflow of 39.15 million yuan [3] - Retail investors showed a net outflow from several stocks, including Yahui Pharmaceutical and HaiXiang Pharmaceutical, indicating a mixed sentiment in the market [3] - The overall trading activity in the sector reflects a cautious approach from institutional investors, contrasted by retail investor participation [3]