证券代码：301258 证券简称：富士莱 公告编号：2025-047 苏州富士莱医药股份有限公司 本公司及董事会全体成员保证公告内容的真实、准确和完整，没有虚假记载、误导 性陈述或者重大遗漏。 易方式回购公司股份 5,000 股，占公司当时总股本 91,670,000 股的 0.0055%，具 体内容详见公司于 2025 年 7 月 10 日在巨潮资讯网（www.cninfo.com.cn）披露的 《关于首次回购公司股份的公告》（公告编号：2025-035）。 个交易日内披露截至上月末的回购进展情况，具体内容详见公司在巨潮资讯网 （www.cninfo.com.cn）披露的相关进展公告。 竞价交易方式回购公司股份 1,110,000 股，占目前公司总股本的 1.2109%，回购 的最高成交价格为 38.56 元/股，最低成交价格为 33.04 元/股，成交总金额为 购资金总额的下限，未超过本次回购方案中回购资金总额的上限，本次回购方案 已实施完毕。本次回购符合公司既定的回购方案及相关法律法规的要求。 二、本次回购股份实施情况与回购方案不存在差异的说明 本次回购股份的资金来源、使用资金总额、回购方式、回购价格及 ...

Core Viewpoint - Fujilai (301258) held an online performance briefing on August 25, 2025, discussing its financial performance, business plans, and R&D investments with 28 participating institutions [1][2]. Performance and Business Planning - The company reported a significant increase in net profit for the first half of the year, turning a profit, although non-recurring gains and losses had a substantial impact [3]. - Key traditional businesses, including alpha-lipoic acid, carnosine, and phosphatidylcholine, will be consolidated and optimized to enhance profitability [3]. - R&D expenses decreased, prompting the company to optimize resource allocation and focus on high-quality projects while ensuring technological innovation and product competitiveness [3]. - The company plans to optimize core product processes and expand applications to mitigate concentration risks associated with high sales revenue from alpha-lipoic acid products [3]. - The "Fujilai (Shandong) Specialty API and Intermediate CMO/CDMO Construction Project" is expected to be completed by the end of June 2026, supporting R&D results transformation and industrialization [3]. - In response to declining prices and weak demand for alpha-lipoic acid products, the company will closely monitor market dynamics and adjust sales strategies accordingly [3]. - For the first half of 2025, the company reported operating revenue of 223.91 million yuan, a year-on-year increase of 3.36%, driven by a rebound in R-alpha-lipoic acid sales and continued growth in the API Eribulin [3]. - The net profit reached 43.08 million yuan, benefiting from cost reduction and efficiency improvements in core operations and capital allocation [3]. - The company has strengthened accounts receivable management through credit assessments and tracking, resulting in a significant decrease in accounts receivable balance [3]. - Inventory management has been optimized based on market demand, leading to a reduction in inventory scale and lower inventory impairment provisions [3]. - The company aims to enhance competitiveness and profit margins for alpha-lipoic acid products through process optimization and innovation [3]. - The commercialization of Eribulin is progressing steadily, with ongoing process innovations and potential for new indications to drive sales growth [3]. - R&D expenses decreased due to reduced spending on the alpha-lipoic acid tablet project and fewer pilot projects compared to the previous year [3]. - The company currently does not consider investing in innovative drugs in the primary market due to the scarcity of quality projects and high valuations [3]. - Alpha-lipoic acid has been used as a dietary supplement in the U.S. for over 30 years and is included in the Class B medical insurance directory in China, indicating low substitution risk [3].

Group 1 - The company, Fujilai, announced a share buyback of 1,110,000 shares, representing 1.2109% of its total share capital, as of August 25, 2025 [1] - The highest transaction price for the buyback was 38.56 CNY per share, while the lowest was 33.04 CNY per share, with a total transaction amount of 39,751,031.00 CNY (excluding transaction fees) [1] - The total funds used for the buyback exceeded the lower limit of the buyback plan but did not exceed the upper limit, and the buyback plan has been completed in accordance with relevant laws and regulations [1]

Group 1: Financial Performance - In the first half of 2025, the company achieved a revenue of 223.91 million yuan, a year-on-year increase of 3.36% driven mainly by the rebound in sales of R-lipoic acid and continuous growth in the raw material drug, Eriocoxib [5] - The net profit attributable to shareholders was 43.08 million yuan, marking a turnaround from loss to profit, primarily due to cost reduction and efficiency improvements in core business operations [5] - The company's accounts receivable at the end of the period showed a significant decrease compared to the beginning of the year, indicating effective measures in receivables management [5] Group 2: Business Strategy and Development - The company plans to enhance its core traditional businesses, focusing on lipoic acid, carnosine, and phosphatidylcholine, while optimizing production processes and expanding application fields [3][4] - A new project, "Fujilai (Shandong) Specialty Raw Materials and Intermediates CMO/CDMO Construction Project," is expected to be completed by June 2026, which will support the transformation of R&D results and expand the product pipeline [4] - The company aims to mitigate product concentration risks by diversifying its product structure and focusing on high-potential products in the raw materials and intermediates market [4] Group 3: Research and Development - R&D expenses decreased in the first half of 2025 due to the completion of high-cost commissioned research projects and optimization of resource allocation [6] - The company is committed to balancing cost control with R&D investment to ensure future product innovation and market competitiveness [3][6] - Eriocoxib's sales volume increased by over 50% year-on-year, and the company is actively working on expanding its production and market reach [6] Group 4: Market Dynamics and Challenges - The company is closely monitoring market dynamics and customer demand for lipoic acid products, adjusting sales strategies accordingly to address price declines and weak demand [4][5] - There are concerns regarding the potential substitution risk for lipoic acid; however, the company believes the risk is low due to its established presence in the market and inclusion in medical insurance [6]

每经AI快讯，富士莱（SZ 301258，收盘价：36.89元）8月25日晚间发布公告称，截至2025年8月25日， 公司通过深圳证券交易所股票交易系统以集中竞价交易方式回购公司股份111万股，占目前公司总股本 的1.2109%，回购的最高成交价格为38.56元/股，最低成交价格为33.04元/股，成交总金额约为3975万 元。本次回购资金总额已超过本次回购方案中回购资金总额的下限，未超过本次回购方案中回购资金总 额的上限，本次回购方案已实施完毕。 每经头条（nbdtoutiao）——A股成交连续8天破2万亿元，券商招聘也来了！行业巨头秋招"求才"，25个 岗位都有什么特点？ （记者 张喜威） 2024年1至12月份，富士莱的营业收入构成为：医药占比99.19%，其他业务占比0.81%。 截至发稿，富士莱市值为34亿元。 ...

格隆汇8月25日丨富士莱(301258.SZ)公布，截至2025年8月25日，公司通过深圳证券交易所股票交易系 统以集中竞价交易方式回购公司股份111万股，占目前公司总股本的1.2109%，回购的最高成交价格为 38.56元/股，最低成交价格为33.04元/股，成交总金额为3975.1031万元(不含交易费用)。本次回购方案已 实施完毕。 ...

苏州富士莱医药股份有限公司（以下简称"公司"）于 2025 年 7 月 7 日召开 第四届董事会第十九次会议、第四届监事会第十八次会议，审议通过了《关于使 用自有资金回购公司股份方案的议案》，同意公司使用自有资金通过集中竞价交 易方式回购公司人民币普通股（A 股），并在未来适宜时机用于股权激励计划或 员工持股计划。本次回购股份资金总额不低于人民币 2,000 万元（含本数）且不 超过人民币 4,000 万元（含本数），回购价格不超过人民币 40.00 元/股（含）。 回购期限自公司董事会审议通过本次回购股份方案之日起不超过 12 个月。具体 内容详见公司于 2025 年 7 月 7 日在巨潮资讯网（www.cninfo.com.cn）上披露的 《关于使用自有资金回购公司股份方案的公告》（公告编号：2025-032）。 截至 2025 年 8 月 25 日，公司本次回购股份事项已实施完毕，根据《深圳证 券交易所上市公司自律监管指引第 9 号——回购股份》（以下简称"《回购指引》"） 等相关规定，现将公司股份回购实施结果公告如下： 证券代码：301258 证券简称：富士莱 公告编号：2025-047 苏州富士莱医 ...

Summary of Key Points Core Viewpoint - As of August 25, 1687 companies have released their semi-annual reports for 2025, with 977 reporting a year-on-year increase in net profit, while 710 reported a decline. Additionally, 1039 companies saw an increase in operating revenue, while 648 experienced a decrease. A total of 771 companies reported simultaneous growth in both net profit and operating revenue, while 442 companies saw declines in both metrics. Notably, 228 companies achieved a doubling of their performance, with Xinte Electric showing the highest increase at 49775.01% [1]. Company Performance - Xinte Electric (301120) reported earnings per share of 0.0100, with a net profit of 532.87 million and a year-on-year increase of 49775.01%. Its operating revenue reached 19265.03 million, reflecting a 16.10% increase [1]. - Fujilay (301258) achieved a net profit of 4307.66 million, with a year-on-year increase of 12430.96% and operating revenue of 22390.97 million, up by 3.36% [1]. - Taiji Holdings (300046) reported a net profit of 3972.84 million, with a year-on-year increase of 3789.41% and operating revenue of 17878.78 million, up by 4.18% [1]. - Other notable companies include: - Lian Di Xin (839790) with a net profit of 1012.23 million, a year-on-year increase of 3149.79%, but a decline in operating revenue by 8.10% [1]. - Shanda Holdings (603086) reported a net profit of 13603.97 million, with a year-on-year increase of 2561.58% and operating revenue of 142261.73 million, up by 11.82% [1]. Revenue and Profit Trends - A total of 771 companies reported simultaneous growth in both net profit and operating revenue, indicating a positive trend in the market [1]. - Conversely, 442 companies experienced declines in both metrics, highlighting potential challenges within certain sectors [1]. - The overall performance of companies shows a mixed landscape, with significant outliers achieving extraordinary growth while others face difficulties [1].

Core Viewpoint - Fuji Lai (301258) reported significant growth in both revenue and net profit for the first half of 2025, with total revenue reaching 224 million yuan, a year-on-year increase of 3.36%, and net profit of 43.08 million yuan, a remarkable increase of 12,430.96% [1] Financial Performance Summary - Total revenue for the first half of 2025 was 224 million yuan, up 3.36% from 217 million yuan in 2024 [1] - Net profit for the same period was 43.08 million yuan, compared to a loss of 0.35 million yuan in 2024, marking a year-on-year increase of 12,430.96% [1] - Gross margin decreased to 18.2%, down 18.22% year-on-year, while net margin improved to 19.24%, an increase of 12,027.09% [1] - Total expenses (selling, administrative, and financial) amounted to 17.07 million yuan, accounting for 7.62% of revenue, a decrease of 2.44% year-on-year [1] - Earnings per share rose to 0.47 yuan, a significant increase of 12,584.21% compared to the previous year [1] Cash Flow and Financial Ratios - Operating cash flow per share increased to 0.53 yuan, up 1,158.98% year-on-year [1] - The net increase in cash and cash equivalents was up 179.42%, driven by operating, investing, and financing activities [10] - The company’s return on invested capital (ROIC) was 0.49%, indicating weak capital returns, while the historical median ROIC since listing was 18.01% [10] Expense Analysis - Sales expenses decreased by 32.35% due to reduced sales commissions [3] - Management expenses fell by 14.15% as a result of lower consulting and intermediary fees [3] - Financial expenses increased by 61.35% due to changes in interest income and exchange gains/losses [4] Tax and R&D - Income tax expenses surged by 571.28% due to an increase in total profit [5] - R&D expenditures decreased by 22.88% due to reduced commissioned research and development investments [6] Accounts Receivable and Debt - Accounts receivable decreased by 13.75% to 66.96 million yuan, indicating improved collection efficiency [1] - Interest-bearing debt increased by 13.04% to 0.6911 million yuan [1] Business Model and Recommendations - The company’s performance is primarily driven by R&D, necessitating a thorough examination of the underlying drivers [10] - Attention is recommended on the accounts receivable situation, which stands at 408.15% of profit [10]

Core Insights - As of August 22, 1258 companies have released their semi-annual reports for 2025, with 751 reporting a year-on-year increase in net profit, while 507 reported a decline [1] - Among the companies, 790 reported a year-on-year increase in operating revenue, while 468 reported a decrease [1] - Notably, 600 companies experienced simultaneous growth in both net profit and operating revenue, while 317 companies saw declines in both metrics [1] - A total of 174 companies reported a doubling of their performance, with Xinte Electric showing the highest increase at 49775.01% [1] Company Performance Summary - Xinte Electric (301120) reported earnings per share of 0.0100, with a net profit of 532.87 million and a year-on-year increase of 49775.01%, alongside operating revenue of 19265.03 million, up 16.10% [1] - Fujilai (301258) achieved a net profit of 4307.66 million, marking a year-on-year increase of 12430.96%, with operating revenue of 22390.97 million, up 3.36% [1] - Taiji Stock (300046) reported a net profit of 3972.84 million, with a year-on-year increase of 3789.41%, and operating revenue of 17878.78 million, up 4.18% [1] - Other notable performers include Shijia Optoelectronics (688313) with a net profit increase of 1712.00% and operating revenue growth of 121.12% [1] Additional Company Insights - Companies like Digital Vision (300079) and Wisdom Technology (688636) also reported significant increases in net profit and operating revenue, with year-on-year increases of 2747.64% and 2147.93%, respectively [1] - The report highlights a diverse range of industries, with companies such as Hanyu Pharmaceutical (300199) and Muyuan Foods (002714) also showing strong performance metrics [1][2]