ALK(SZ:002940) Zheng Quan Shi Bao Wang·2025-04-26 07:14Core Insights - The company achieved a revenue of 1.538 billion yuan and a net profit of 80.3345 million yuan in the 2024 annual report, with a proposed cash dividend of 0.125 yuan per share totaling 24.5136 million yuan [1] - The company emphasizes research and development (R&D) as a core growth driver, with R&D investment reaching 230.5208 million yuan, a 33.74% increase year-on-year, accounting for 14.99% of revenue, marking a record high since its listing [1] - The company is transitioning from a focus on generic drugs to a strategy combining specialty generics, modified new drugs, and innovative drugs, termed "co-innovation" [1][3] Business Strategy - The company adheres to a "dual-drive" strategy of raw materials and formulations, with main business areas including chemical raw materials, chemical formulations, pharmaceutical excipients, and specialty intermediates [2] - The company has significant advantages in oral cephalosporin raw materials, alpha-keto acid raw materials, cardiovascular formulations, inhalation anesthetics, and anti-androgen intermediates [2] Innovation and Development - The company is actively supported by government initiatives for innovative drugs, having reached an agreement with Qinhui on the authorization of ALK-N001/QHL1618, obtaining all rights in China [3] - The company plans to submit registration applications for modified new drugs ALKA016-1 and NHKC-1 in 2025 and initiate clinical trials for innovative drugs, enhancing its product line and profitability [3] Future Outlook - The company aims to become a modern pharmaceutical enterprise with high brand recognition, focusing on R&D transformation and improving operational efficiency through digitalization and intelligent technologies [4] - The company will continue to adapt to changing market conditions, actively participate in procurement and bidding, and enhance market promotion and product sales [4]