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证券代码：301301 证券简称：川宁生物 公告编号：2024-034 伊犁川宁生物技术股份有限公司 公司董事会对李忠先生在公司首次公开发行股票并在创业板上市及持续督 导期间做出的贡献表示衷心的感谢！ 特此公告。 伊犁川宁生物技术股份有限公司董事会 2024 年 8 月 6 日 关于变更持续督导保荐代表人的公告 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。 伊犁川宁生物技术股份有限公司（以下简称"公司"）于近日收到长江证券 承销保荐有限公司（以下简称"长江保荐"）送达的《长江证券承销保荐有限公 司关于变更持续督导保荐代表人的说明》，长江保荐作为公司首次公开发行股票 并在创业板上市的保荐机构，并指定李振东先生、李忠先生为公司持续督导保荐 代表人。李忠先生现因工作变动原因，不再负责公司持续督导工作。为保证持续 督导工作的有序进行，长江保荐决定委派杨光远先生接替李忠先生担任持续督导 保荐代表人，继续履行持续督导职责。 本次变更后，公司首次公开发行股票并在创业板上市项目的持续督导保荐代 表人为李振东先生和杨光远先生，持续督导期至中国证券监督管理委员会规定的 持续督导 ...

证券代码：301301 证券简称：川宁生物 | --- | --- | |--------------|-------------------| | | ☐特定对象调研 | | | □媒体采访 | | 投资者关系 | | | | □新闻发布会 | | 活动类别 | | | | 现场参观 | | | □其他：电话调研 | | | | | | | | 参与单位名称 | | | | | | 及人员姓名 | | | | | | | 券、国投证券等 30 | 时间 2024 年 8 月 5 日（周一）上午 10:00~13:00 地点 公司五楼会议室 董事、总经理邓旭衡先生；副总经理、首席科学家赵华先 上市公司接待 生；董事、副总经理、财务总监李懿行先生；副总经理、 人员姓名 董事会秘书顾祥先生；销售部部长孙利鹏先生。 1、微构工场近两年 PHA 的产能布局规划，公司在 PHA 生产的产能弹性如何，是否需要新建生产线？ 尊敬的投资者，您好，公司与北京微构工场合作通过 技改的方式进行 PHA 的生产，预计会有 1,000-2,000 吨产 能，PHA 项目赛道比较复杂，PHA 产品本身材料属性较其 他可降解材料要好一些， ...

Investment Rating - The report gives a "Buy" rating for the company, with a target price of 11.93 CNY [2][3]. Core Views - The company is a leader in the antibiotic intermediate industry, with integrated capabilities in synthetic biology that have been validated. The company has a strong market position in key segments such as Sulfur Red, 6-APA, and 7-ACA, and is expected to maintain a stable performance in its intermediate business [2][8]. - The industry supply-demand dynamics are improving, with product prices expected to remain high. The demand for antibiotic terminal formulations is expanding, and the supply side is constrained due to environmental regulations and production limitations [2][19]. - The company has significant advantages in large capacity, low cost, and stable supply, solidifying its leading position in the industry. Its market shares in Sulfur Red, 6-APA, and 7-ACA are 44%, 21%, and 37% respectively [2][19]. - The synthetic biology sector is emerging, with the company developing various products that are now entering production stages, indicating a promising future for its bio-economy transformation [2][8]. Summary by Sections 1. Company Overview - The company, established in December 2010, focuses on biotechnological fermentation and synthetic biology product development. It is a key player in the antibiotic intermediate sector under the umbrella of Kelun Pharmaceutical [8][19]. 2. Industry Dynamics - The antibiotic market in China is robust, with a significant portion of outpatient and inpatient cases utilizing antibiotics. The market size reached 194.5 billion CNY in 2022, with a stable growth rate of around 4% expected [19][23]. - The company is positioned well within a dual oligopoly structure in the Sulfur Red market, with major competitors being limited, which helps maintain price stability [24][28]. 3. Financial Projections - Revenue forecasts for 2024-2026 are 58.3 billion CNY, 68.2 billion CNY, and 76.2 billion CNY, with year-on-year growth rates of 20.8%, 17.1%, and 11.7% respectively. Net profits are projected to be 13.8 billion CNY, 17.5 billion CNY, and 20.3 billion CNY, with growth rates of 47.0%, 26.9%, and 15.4% [2][3][12].

本场是川宁生物的交流川宁生物也是我们国生证券持续的深度跟踪一直在强烈推荐的标的然后自从上市以来业绩也是屡次的大超市场预期公司也是发了今年的中报的业绩告Q2环顶Q1还是持续增长业绩也非常的亮眼 今天我们很荣幸的请到了川宁生物的董益顾总来跟大家交流那么首先还是先把时间交给顾总请顾总给我们稍微介绍一下公司的整体的情况包括上半年的情况全年的展望还有后续的合成生物学和AI的一些布局然后后续我们再接入投资者的问答顾总好的感谢胡总 尊敬的各位投资人大家上午好我是川宁的董事会秘书顾祥首先很感谢各位对川宁生物一直以来的关注和抬爱也很感谢国生证券各位领导为我们搭建了这样一个交流的机会接下来我先就川宁近期的一个情况向各位投资人做一个简要的汇报从今年的一季度和半年度的整体情况来看公司都取得了相对不错的一个经营成绩 取得这么好的成绩主要还是得益于两个方面第一个方面就是我们公告中反复再跟大家说明的第一个是是主要得益于市场需求的一个恢复公司的主要的产品的价格和销量上都出现了一个上涨的情况第二方面就是在上市以来公司在工艺技术这边是在不断提升通过上烫皮生产波动和这个节能降耗以及 这个工艺技术提升这几个方面公司的各个产品的单位成本也都在持续的在 ...

证券代码：301301 证券简称：川宁生物 公告编号：2024-033 本产品的制剂为熊去氧胆酸片（胶囊），为利胆药。适用症：对于胆囊收缩 功能正常的患者，用于 X 射线能够穿透的胆囊胆固醇结石的非手术治疗；胆汁 伊犁川宁生物技术股份有限公司 关于获得化学原料药上市申请批准通知书的公告 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。 近日，伊犁川宁生物技术股份有限公司（以下简称"公司"）收到国家药品 监督管理局核准签发的关于公司原料药熊去氧胆酸的《化学原料药上市申请批准 通知书》（通知书编号：2024YS00678），现将相关情况公告如下： | 化学原料药名称 | 熊去氧胆酸 | | | --- | --- | --- | | 包装规格 | 25.0kg/件 | | | 登记号 | Y20220000739 | | | 受理号 | CYHS2260663 | | | 申请事项 | 境内生产化学原料药上市申请 | | | 注册标准编号 | YBY68042024 | | | 上市许可持有人 | 伊犁川宁生物技术股份有限公司 | | | 生产企业 | 伊犁川宁生物 ...

Investment Rating - The investment rating for the company is "Buy-A" with a 6-month target price of 13.69 CNY, compared to the current stock price of 12.26 CNY as of July 5, 2024 [1]. Core Insights - The company is expected to achieve a net profit of 730-770 million CNY in the first half of 2024, representing a year-on-year growth of 86.76%-97.00%. The net profit for Q2 alone is projected to be 377-417 million CNY, showing a year-on-year increase of 75.19%-93.76% and a quarter-on-quarter growth of 7.03%-18.37% [1][2]. - The company's competitive advantages in advanced biomanufacturing, including synthetic biology and AI technology, are expected to drive long-term growth and cost control [2][3]. - The company has made significant progress in synthetic biology, with products like rosmarinic acid and 5-hydroxytryptophan already in production, and plans for further commercialization [3][8]. Financial Performance - The company’s revenue is projected to grow from 4,823.3 million CNY in 2023 to 5,520.4 million CNY in 2024, with a growth rate of 14.5%. Net profit is expected to increase from 940.6 million CNY in 2023 to 1,217.0 million CNY in 2024, reflecting a growth rate of 29.4% [10][11]. - The company’s net profit margin is expected to improve from 19.5% in 2023 to 22.0% in 2024, indicating enhanced profitability [11]. Market Conditions - The antibiotic intermediate market is showing strong demand, with the company benefiting from both volume and price increases in its main products [1][2]. - The price of cephalosporin intermediates has rebounded slightly in 2024, contributing positively to the company's performance [2]. Strategic Initiatives - The company is collaborating with Jinchan Technology to optimize fermentation processes using AI, which is expected to enhance production efficiency and reduce costs [2]. - The company is also focusing on expanding its synthetic biology product line, which includes high-value natural products and bulk compounds, potentially opening a second growth curve [8].

Financial Performance Expectations - The company expects net profit attributable to shareholders to be between 730 million and 770 million CNY for the first half of 2024, representing a year-on-year growth of 86.76% to 97.00% compared to 390.87 million CNY in the same period last year[2] - The net profit after deducting non-recurring gains and losses is also projected to be between 730 million and 770 million CNY, with a year-on-year growth of 85.95% to 96.14% compared to 392.57 million CNY last year[2] Reasons for Performance Increase - The primary reasons for the performance increase include rising market demand leading to both volume and price increases for main products, and improved production technology resulting in higher output and reduced production costs[3]

证券代码：301301 证券简称：川宁生物 伊犁川宁生物技术股份有限公司投资者关系活动记录表 编号：0010 ☐特定对象调研 □分析师会议 □媒体采访 业绩说明会 投资者关系 □新闻发布会 □路演活动 活动类别 ☐现场参观 □其他：电话调研 参与单位名称 投资者网上提问 及人员姓名 时间 2024年6月14日（周五）下午16:00~18:00 公司通过全景网“投资者关系互动平台”（https://ir.p5w.net） 地点 采用网络远程的方式召开业绩说明会 上市公司接待 1、董事会秘书/证券事务代表顾祥 人员姓名 2、证券事务专员代嘉懿 1、目前优势产品有哪些？ 尊敬的投资者，您好，公司的主要产品包括硫氰酸红霉 素、头孢类中间体（7-ACA、7-ADCA、D-7ACA）、青霉素 类中间体（6-APA、青霉素 G钾盐）、熊去氧胆酸粗品、辅 ...

证券代码：301301 证券简称：川宁生物 公告编号：2024-031 伊犁川宁生物技术股份有限公司 关于参加新疆辖区上市公司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。 为进一步加强与投资者的互动交流，伊犁川宁生物技术股份有限公司（以下 简称“公司”）将参加由新疆上市公司协会根据新疆证监局工作部署，联合深圳 市全景网络有限公司举办的“2024 年新疆辖区上市公司投资者网上集体接待日 活动”，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），或关注微信公众号：全景财经，或下载全景路演 APP，参 与本次互动交流，活动时间为2024年 6月14日（周五）16:00-18:00。届时公司 高管将在线就公司2023 年度业绩、公司治理、发展战略、经营状况、融资计划、 股权激励和可持续发展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。 ...