海普瑞(002399) - 2024 Q2 - 季度业绩预告

Financial Performance - The company expects a net profit attributable to shareholders of between 642.28 million and 734.82 million yuan for the first half of 2024, representing a year-on-year increase of 420.70% to 495.72% compared to 123.35 million yuan in the same period last year[8]. - The net profit after deducting non-recurring gains and losses is projected to be between 308.07 million and 400.61 million yuan, reflecting a year-on-year growth of 286.96% to 403.20% from 79.61 million yuan last year[8]. - The basic earnings per share is expected to be between 0.4377 yuan and 0.5008 yuan, compared to 0.0841 yuan per share in the same period last year[8]. Market and Industry Trends - The heparin industry chain's operating environment has improved, with signs of market demand recovery, leading to a positive development trend in the heparin formulation business[9]. - The global demand for heparin API has rebounded, with a significant increase in export volume from China compared to the same period last year, despite a notable decline in export prices due to upstream raw material price drops[10]. Investment Strategy - The company has disposed of part of its equity in HighTide Therapeutics, Inc., which is expected to generate over 250 million yuan in investment income, to be included in non-recurring gains and losses[10]. - The company continues to optimize its external investment strategy to maximize shareholder interests and has made significant progress in its investment portfolio[10]. Business Operations - The CDMO business has continued its recovery, with the company strengthening strategic partnerships with existing clients and exploring new customer groups[4]. - The gross profit margin of formulation products has improved compared to the same period last year, excluding the impact of centralized procurement pricing in the Chinese market[3]. - The company emphasizes maintaining a good pricing system and cost control efficiency in its heparin API business, achieving better average prices than the overall export average from China[10].