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南京医药上市28周年:归母净利润增长1788%,市值较峰值蒸发64%
Jin Rong Jie· 2025-07-01 01:05
Core Viewpoint - Nanjing Pharmaceutical has experienced significant growth since its listing in 1996, with its market capitalization increasing from 586 million yuan to 6.623 billion yuan, reflecting the development of the pharmaceutical distribution industry, although recent years show a slowdown in growth momentum [1][3]. Business Overview - The main business of Nanjing Pharmaceutical includes the sale of pharmaceutical products, with wholesale accounting for the highest revenue share at 94.72%, followed by retail at 4.53% [3]. - Since its listing, the company has achieved a cumulative net profit growth of 1788.12%, from 30 million yuan in 1996 to 571 million yuan in 2024, with 17 years of profit growth out of 29 years [3][4]. Financial Performance - Revenue has shown steady growth, increasing from 39.817 billion yuan in 2020 to 53.696 billion yuan in 2024, although the growth rate has been gradually slowing [4]. - The net profit attributable to shareholders rose from 37.6 million yuan in 2020 to 571 million yuan in 2024, with a slight decline in the last two years indicating increased competitive pressure in the industry [4]. Market Capitalization - Since its listing, Nanjing Pharmaceutical's market capitalization has increased by 10.30 times, demonstrating long-term investment value. However, it has decreased from a peak of 18.397 billion yuan in June 2015 to 6.623 billion yuan, representing a market value loss of 11.774 billion yuan or 64% [6].
老字号“赶潮”新消费
Ren Min Ri Bao· 2025-06-30 23:28
"孩子们,这就是蒸球化皮机,它的发明大大提升了熬胶效率……"夏日,东阿阿胶(000423)产业园区 的阿胶探秘长廊里,一群小学生正在讲解员引领下开展研学之旅,小眼睛里充满了好奇。 "叔叔阿姨,您知道阿胶的传统制作技艺有多少道工序吗?"另一边,一群银发长者正沿着参观步道进入 阿胶世界体验工厂,隔着玻璃可以看到阿胶、阿胶糕、复方阿胶浆等产品的生产过程。长廊中弥漫着浓 浓的胶香、枣香与中草药香味。 阿胶,中药瑰宝,滋补养生——不少消费者有这样的总体印象。但阿胶从何而来?一味中药如何拉动多 元产业?古老药材如何走进年轻消费者中间?日前,记者跟随国务院国资委新闻中心"走进新国企"采访 活动,走进东阿阿胶股份有限公司,感受老字号向新跃动的活力。 阿胶怎么吃?在较为费时耗力的熬胶之外,还能有创新解法吗?近年来,东阿阿胶推出"小金条"东阿阿 胶速溶粉,可以冲泡饮品、拌酸奶,满足年轻消费者随时随地"撒个胶"的需求。此外,与奈雪的茶联名 推出阿胶奶茶;推出即食饮品"锦上花"滋补生活茶;与迪士尼推出白雪公主联名套装……这让消费者看 到了阿胶的多种样态,也让人感叹"阿胶做出了国潮范儿"。 "产品即食化是通过技术创新来满足消费需求,实 ...
北大医药遭近百人持续冲击+围堵 呼吁通过法律途径解决问题
Zheng Quan Shi Bao Wang· 2025-06-30 14:11
Group 1 - The core issue faced by the company is the disruption caused by nearly a hundred retired employees from its major shareholder, Southwest Synthetic Pharmaceutical Group, who are protesting at the company's office over housing and retirement benefits issues [1] - The company reported that this disruption has severely affected its administrative operations, making it difficult for staff to perform their duties, although it has not impacted production and operational performance significantly [1] - The company is actively seeking to minimize the impact of this situation and is calling for a restoration of the rule of law, supporting legal avenues to resolve the issues [1] Group 2 - North China Pharmaceutical primarily engages in the research, production, and sales of chemical drug formulations, as well as pharmaceutical distribution and medical services [2] - In 2024, the company achieved a revenue of 2.06 billion yuan, a year-on-year decrease of 6.1%, while net profit reached 138 million yuan, a significant increase of 211.1% [2] - The increase in net profit is attributed to improved sales of key products in the pharmaceutical industrial sector and enhanced revenue from supply chain management in the pharmaceutical distribution sector [2] Group 3 - As of the end of the reporting period, the company had a total of 772 employees, with 744 receiving salaries, and it reported no retired employees for which the parent company and major subsidiaries are responsible for expenses [3] - The company announced the resignation of its president and director, Yuan Pingdong, who has played a significant role in the company's turnaround and record profit levels since his appointment in 2016 [3]
立方制药丹皮酚原料药获批上市 产品结构进一步丰富
Zheng Quan Ri Bao Wang· 2025-06-30 13:03
此外,4月24日,立方制药发布收到国家药品监督管理局下发的贝派度酸片《药物临床试验批准通知 书》的公告,标志着立方制药在降脂药物研发领域迈出了关键一步,为其在心血管疾病治疗药物市场的 拓展奠定了重要基础。 值得一提的是,贝派度酸片原研药于2020年在美国获批上市,但该产品尚未在国内上市。立方制药作为 国内第三家获批临床的企业,在这一领域具备一定的先发优势。 中国投资协会上市公司投资专业委员会副会长支培元向《证券日报》记者表示,医药产品从临床试验到 最终获批上市,还需要经过多个阶段,包括Ⅰ期、Ⅱ期、Ⅲ期临床试验等,每个阶段都需要投入大量的 时间、资金和人力。如果临床试验进展顺利,贝派度酸片成功上市,立方制药将进一步丰富其在心血管 系统治疗领域的产品线。 从行业角度看,中商产业研究院发布数据显示,生物医药行业成为全球科技发展的核心赛道之一。2025 年我国生物医药市场规模将增至2.24万亿元。 6月30日,合肥立方制药(003020)股份有限公司(以下简称"立方制药")发布的公告显示,近日,公司 收到国家药品监督管理局下发的丹皮酚《化学原料药上市申请批准通知书》。 "此次获批上市的丹皮酚原料药采用了新工艺并在新生 ...
合肥生物医药产业跑出“加速度”
Xin Hua She· 2025-06-30 11:38
"过去,省内部分医疗器械企业需赴北京、上海等地开展产品检测,不仅检测周期长,还增加了企业的 运营成本。合肥检测中心建成运营后,可显著缩短产品验证周期,提高研发效率,有效降低企业成 本。"检测中心实验室主任薛福星告诉记者。 新华社合肥6月30日电(记者吴慧珺、吕岩昊)在中国科学技术大学附属第一医院骨科手术室里,脊柱 外科手术机器人正在辅助医生完成高难度微创手术,只见机械臂在手术台上实现自动就位,辅助医生精 确地将6根用于固定脊椎的椎弓根螺钉植入病人体内。 这是由美亚光电自主研发的脊柱外科手术机器人,它不仅实现了手术过程的智能化和自动化,更将传统 骨科手术带入"微创精准"的新阶段。 不止美亚光电,近年来,合肥在生物医药产业领域的创新成果多点开花。安徽安科生物工程(集团)股 份有限公司历经10余年研发出能有效抑制肿瘤细胞生长的注射用曲妥珠单抗;合肥锐世数字科技有限公 司成功研制出全数字PET/CT设备,实现PET成像从模拟信号到全数字化的技术革新…… 检验检测是生物医药产业发展的重要技术支撑。记者走进位于合肥高新区的合肥市医疗器械检验检测中 心有限公司,实验室里的工作人员正专注地使用一款高精度的激光扫描机械臂,其分 ...
湖南早期科创子基金招GP
FOFWEEKLY· 2025-06-30 10:26
近日,为贯彻落实党的二十届三中全会精神,构建湖南省接力投资基金矩阵,培育和发展新质生产 力,完善长期资本"投早、投小、投长期、投硬科技"的支持政策,经湖南省政府批准,湖南省财政 厅牵头组建湖南省金芙蓉科创引导基金(简称"母基金"),委托湖南财信金融控股集团有限公司管 理,现面向社会公开征集子基金设立方案。 子基金将围绕省委省政府《关于加快建设现代化产业体系的指导意见》中的"4×4"现代化产业体系 (简称"现代化产业体系"),分类设置综合类及专业类早期科创型子基金,子基金组织形式为有限 合伙企业。 综合类子基金目标规模原则上不低于3亿元,重点围绕现代化产业体系中的新兴产业与未来产业, 形成覆盖全领域、多层次、跨地域的创投生产矩阵,加快打造具有核心竞争力的科技创新高地; 专业类子基金目标规模原则上不低于2亿元,聚焦人工智能、生命工程、前沿材料、生物医药等现 代化产业体系中的新兴产业与未来产业领域,且细分产业方向不超过3个,优先选择具备细分行业 深度认知能力的管理机构和投资团队。 榜单: 「2025投资机构软实力排行榜」评选启动 峰会: 「2025母基金年度论坛」盛大启幕:汇聚中国力量! 热文: 一纸新规,炸出一级 ...
镁信健康冲刺港交所:中国最大的医药多元支付平台,2024年营收超20亿元
IPO早知道· 2025-06-30 09:59
完成IPO前最后一轮融资后的估值为116.775亿元人民币。 本文为IPO早知道原创 作者| Stone Jin 微信公众号|ipozaozhidao 据 IPO早知道消息, 上海镁信健康科技集团股份有限公司 (以下简称 " 镁信健康 ")于2025年6月30日正式向港交所递交招股说明书,拟主板挂牌上 市,高盛、中金公司和汇丰担任联席保荐人。 成立于 2017年的 镁信健康致力于解决患者、保司与药企面临的筹资与支付挑战,助力推动中国医疗支付体系变革。根据弗若斯特沙利文的资料,镁信 健康 现已成为 中国最大的医药多元支付平台 。 截至 2024年12月31日,镁信健康 基于自己的 解决方案累计为患者节省自付费用约 67亿元。 截至目前, 镁信健康 已 开发了两大行业解决方案: 其一、 智药解决方案 : 为药企提供了药品全生命 周期 的商业化方案,帮助药企整合多元支付方 。 根据弗若斯特沙利文的资料,以 2024年GPV计算,镁信健康在中国创新药械解决方案提供商之中排名第一。 其二、 智保解决方案整合自有 AI技 术、更优质的医疗健康资源,为保司提供端到端方案,推动健康险创新。根据弗若斯特沙利文的资料,以2024 ...
传承百年医道,引领行业发展 —— 香港广仁堂药业有限公司的成长史
Zhong Guo Shi Pin Wang· 2025-06-30 09:04
Core Insights - Hong Kong Guangren Tang Pharmaceutical Co., Ltd. has a rich history dating back to 1903, showcasing a commitment to traditional Chinese medicine while embracing innovation [2][10] - The company was founded by Liu Nan Gong, who transitioned from a scholar to a physician in response to the health crises of his time, establishing a legacy of compassionate care [2][3] - The company has evolved from a small clinic to a significant player in the industry, maintaining its core values of quality and community service [6][10] Company History - The establishment of Guangren Tang in 1903 marked a pivotal moment, with Liu Nan Gong dedicating his life to medicine after witnessing the suffering caused by epidemics [2][3] - The initial setup included two consultation rooms and a pharmacy, emphasizing a charitable approach to healthcare by providing free services to the needy [3][4] - Liu Nan Gong's innovative "Three Discrimination Therapy" became well-known for effectively treating various ailments, enhancing his reputation in the community [2][4] Leadership and Development - In 1908, Liu Nan Gong's son, Ji Men, took over the leadership, focusing on preserving and documenting his father's medical practices, resulting in the compilation of "Guangren Tang Medical Treatises" [4][5] - Ji Men established a quality control system for medicinal herbs, ensuring the efficacy of treatments, and developed the "Children's Tranquil Powder," which gained popularity for treating pediatric conditions [5][6] - Under Ji Men’s management, Guangren Tang expanded its operations, producing various traditional Chinese medicines and laying the groundwork for the future establishment of Hong Kong Guangren Tang Pharmaceutical Co., Ltd. in the 1950s [6][10] Modernization and Innovation - The company embraced modernization in the 1970s under the leadership of Liu Mu Xian, incorporating modern pharmaceutical equipment while preserving traditional methods [7][8] - The development of "Guangren Huoluo Pills" became a flagship product, addressing common health issues among office workers and achieving significant market success [8][10] - In the 21st century, the company has focused on integrating traditional practices with modern scientific research, collaborating with universities to validate the efficacy of its products [9][10] Quality Control and Market Expansion - The company has established a comprehensive quality control system, including 12 medicinal herb cultivation bases, ensuring high standards from cultivation to production [9] - Products have gained international recognition, successfully entering European markets after passing stringent regulatory processes [9] - The company actively engages in community service and cultural preservation, contributing 5% of its revenue to traditional Chinese medicine initiatives and establishing scholarships for students in the field [9][10]
太保战新并购私募基金完成备案 | 企查查LP周报(06.23-06.29)
Sou Hu Cai Jing· 2025-06-30 08:37
新备案基金111支,募资认缴金额614.50亿元人民币 企查查数据显示,上周(06.23-06.29)中国证券投资基金业协会(简称"中基协")新备案私募股权、创业投资基金共111支,累计募集认缴金额614.50亿元人民 币。从基金所属地区分布看,新备案基金数量最多是浙江省,新备案27支基金,合计占比24.32%;累计募资认缴金额最高是上海市、浙江省和北京市,占 比为上海市25.71% 、浙江省13.90%、北京市12.03%。募集认缴金额较大的基金是上海太保战新并购私募基金,规模98亿元,该基金由中国太平洋人寿保险 股份有限公司出资设立,太保私募基金管理有限公司担任私募基金管理人。重点投向集成电路、生物医药、人工智能、新一代信息技术、新能源与智能汽 车、高端装备、新材料、消费零售、商业服务等产业链的关键环节及设备更新、数字赋能、绿色转型、服务升级等传统行业转型升级的关键领域。 新备案私募基金数量表 193家LP认缴新备案私募基金532.87亿元人民币 企查查大数据研究院依据上周(06.23-06.29)新备案私募股权、创业投资基金信息,剔除GP及自然人后,涉及193家LP投资方企业(去重后),将未公开认缴 出 ...
萧山中医院“杏林丹心”驱动高质量发展
Hang Zhou Ri Bao· 2025-06-30 02:30
学科建设与科研创新是"杏林红"驱动高质量发展的重要体现。该院传统优势学科骨伤科再次入选国 家级重点专科,中医心病学(心血管内科)则获批浙江省县级中医药特色优势学科建设项目。去年,医 院科研工作取得进展,共完成课题立项43项,其中包括省自然科学基金项目1项、省卫健委课题立项13 项。 在改善患者就医体验和服务社会方面,"杏林红"理念也转化为切实行动。该院着力优化院内环境, 完成了体检中心升级、康复科搬迁新址以及中医综合治疗区扩容。"舒髋健膝走康途"慈善项目在四川康 定落地实施,拓展了服务半径。同时,医院积极推进中医药文化传承,通过打造文化展示区、开展萧然 医派非遗保护工作,让中医药瑰宝焕发时代光彩。 近年来,该院擦亮"杏林红"党建品牌,深化党建与业务的融合,致力于为区域居民提供更优质的医 疗服务。在萧山区审计局的专项审计协同助力下,该院医共体总院构建起"专家下沉、师徒传承、技术 共享、资源辐射"的新型联动体系,推动优质医疗资源实现城乡共享。医院精选40名中医专家担任社区 卫生服务站"名誉站长",让优质医疗资源下沉基层。目前,医共体内5家社区卫生服务中心已全部建成 中医阁,其中1家为旗舰中医馆。7位名中医在4家中 ...