ALK(SZ:002940) Xin Lang Cai Jing·2025-10-31 23:28Core Insights - Anglikon, established on December 30, 2001, and listed on the Shenzhen Stock Exchange on October 23, 2018, is a significant player in the domestic chemical pharmaceutical sector, focusing on the R&D, production, and sales of chemical raw materials and formulations [1] Financial Performance - For Q3 2025, Anglikon's revenue reached 1.055 billion yuan, ranking 48th among 110 companies in the industry, while its net profit was 101 million yuan, placing it 50th [2] - The industry leader, Huadong Medicine, reported revenue of 32.664 billion yuan, and the second, Fosun Pharma, reported 29.393 billion yuan, with the industry average revenue at 2.8 billion yuan [2] Financial Ratios - As of Q3 2025, Anglikon's debt-to-asset ratio was 37.51%, higher than the industry average of 35.26%, but down from 41.99% year-on-year [3] - The gross profit margin for the same period was 38.78%, below the industry average of 57.17%, and decreased from 40.09% year-on-year [3] Executive Compensation - The chairman, Fang Nanping, received a salary of 1.8623 million yuan in 2024, an increase of 420,000 yuan from 2023 [4] - The general manager, Zheng Guogang, earned 2.7388 million yuan in 2024, up by 463,900 yuan from the previous year [4] Shareholder Information - As of September 30, 2025, the number of A-share shareholders increased by 54.58% to 28,500, with an average holding of 6,493.37 shares, down by 35.31% [5] - Notable changes among the top ten circulating shareholders include an increase in holdings by Guangfa Medical Health Stock A and new entries from several funds [5] Strategic Partnerships - Huachuang Securities highlighted the successful Phase III results of Anglikon's innovative chemotherapy drug, Laigubixin, which was presented at ESMO 2025, showcasing both efficacy and safety [6] - The company is expected to see net profits of 131 million yuan, 210 million yuan, and 282 million yuan from 2025 to 2027, with corresponding EPS of 0.65, 1.04, and 1.40 yuan [6]