翰宇药业拟不超9.7亿定增 扣非亏7年实控人持股9成质押

Core Viewpoint - Han Yu Pharmaceutical (300199.SZ) experienced a stock price decline of 3.20%, opening at 22.38 yuan, following the announcement of its plan to issue A-shares to specific investors, aiming to raise up to 968 million yuan for various projects [1]. Fundraising and Project Allocation - The total amount to be raised from the issuance is capped at 968 million yuan, with net proceeds allocated to the following projects: - Peptide drug production line and green intelligent expansion project: 495 million yuan - Peptide fragment expansion construction project: 40 million yuan - R&D laboratory upgrade project: 55 million yuan - Semaglutide R&D project: 98 million yuan - Supplementing working capital: 280 million yuan [2]. Share Issuance Details - The final issuance price will be determined by the board of directors after approval from the Shenzhen Stock Exchange and the China Securities Regulatory Commission. The issuance will target no more than 35 specific investors, and the number of shares issued will not exceed 30% of the total share capital before the issuance [3]. Shareholder Information - The controlling shareholders, Zeng Shaogui, Zeng Shaoqiang, and Zeng Shaobin, hold a combined 20.76% of the company’s shares. Their shareholding will not change post-issuance, ensuring that control remains unchanged [3]. Pledged Shares - As of the latest announcement, the three brothers have pledged 165,737,041 shares, representing 90.37% of their holdings and 18.76% of the total share capital [4]. Financial Performance - In the first half of 2025, Han Yu Pharmaceutical reported a revenue of 549.44 million yuan, a year-on-year increase of 114.86%. The net profit attributable to shareholders was 145.47 million yuan, a significant turnaround from a loss of 10.36 million yuan in the same period last year [6][7]. - The company has shown a remarkable recovery, with a net profit excluding non-recurring items of 123.38 million yuan, compared to a loss of 59.72 million yuan in the previous year [6][7]. Historical Financial Data - The company had reported losses for seven consecutive years prior to 2025, with net profits from 2018 to 2024 showing significant deficits, indicating a challenging financial history [6].