甘李药业：预计2025年上半年净利润同比增长100.73%-114.12%

Core Viewpoint - Ganli Pharmaceutical (603087) expects a significant increase in net profit for the first half of 2025, projecting a net profit attributable to shareholders of 600 million to 640 million yuan, representing a year-on-year increase of 300.1 million to 341 million yuan, or an increase of 100.73% to 114.12% compared to the same period last year [1] Financial Performance - The company anticipates a net profit attributable to shareholders after deducting non-recurring gains and losses to be between 460 million and 500 million yuan, which indicates an increase of 333 million to 373 million yuan year-on-year, translating to a growth of 262.47% to 293.99% [1] Market Strategy - Through two rounds of insulin centralized procurement, the company has successfully achieved its strategic goal of expanding market share. Notably, in the upcoming 2024 procurement, the agreement volume has increased significantly by 32.6% compared to the last procurement, while product prices have reasonably rebounded, creating a synergistic effect of both volume and price increase [1] Sales Growth - In the first half of 2025, leveraging the market coverage advantage gained from centralized procurement, the company plans to deepen its penetration into various market levels, resulting in a significant increase in product sales [1]