证券代码：870866 证券简称：绿亨科技 公告编号：2025-038 绿亨科技集团股份有限公司 投资者关系活动记录表 本公司及董事会全体成员保证公告内容的真实、准确和完整，没有虚假记载、 误导性陈述或者重大遗漏，并对其内容的真实性、准确性和完整性承担个别及连 带法律责任。 一、 投资者关系活动类别 □特定对象调研 √业绩说明会 □媒体采访 □现场参观 □新闻发布会 □路演活动 □其他 二、 投资者关系活动情况 活动时间：2025 年 4 月 29 日（星期二）15:00-16:30 □分析师会议 活动地点：全景网"投资者关系互动平台"（https://ir.p5w.net） 参会单位及人员：通过网络方式参与公司 2024 年年度报告业绩说明会的投 资者 上市公司接待人员： 公司董事长、总经理：刘铁斌先生 公司副总经理、董事会秘书：肖代友先生 公司财务负责人：郭志荣女士 | | 经实现了资源的 | 提升经营效率与经济效益。 | | --- | --- | --- | | | 有效整合，提升 | | | | 了 整 体 运 营 效 | | | | 率？ 公 司 启 动 的 | 2024 年 9 月，公司以"石农 ...

Core Viewpoint - Tianjin Pharmaceutical Industry is recognized as a leading domestic manufacturer of steroid hormone drugs and a global leader in amino acid raw materials, showcasing its advanced position and demonstration effect in the industry for the year 2024 [1] Product Matrix - The company has a diverse product matrix with over 70 types of raw materials, including dexamethasone series, prednisone series, methylprednisolone series, betamethasone series, and amino acids, as well as more than 10 dosage forms such as injections, ointments, and tablets, catering to various patient treatment needs [2] R&D Innovation - In recent years, the company has significantly enhanced its product R&D and scientific research system, focusing on steroid hormones and amino acids, and implementing a "raw materials + formulations" full industry chain layout, with R&D investment reaching 248 million yuan in 2024, accounting for 7.7% of revenue, reflecting its strong R&D capabilities [3] Dual-Track Strategy - The company employs a dual-track strategy of "innovation line" and "generic line" to accelerate the new drug approval process, with 11 specifications of 10 products recently receiving approval, including the first domestic approval for a specific injection by its subsidiary [4] Market Performance - Among its products, the injection of isopropyl methochloride has shown strong market performance, with sales increasing from 756 million yuan in 2022 to 821 million yuan in 2023, and is expected to expand further due to its inclusion in the national medical insurance [5] - The inhalation solution of acetylcysteine is also a national medical insurance drug, with significant market potential in treating respiratory diseases, indicating a stable growth outlook as the patient population expands [5] Future Outlook - The company plans to continue its commitment to innovation, increasing investment in technology R&D, and focusing on new product development and consistency evaluation to provide high-quality, efficient drugs for patients and deliver substantial value returns to shareholders [6]

登录新浪财经APP 搜索【信披】查看更多考评等级 公司代码：605177 公司简称：东亚药业 债券代码：111015 债券简称：东亚转债 浙江东亚药业股份有限公司2024年年度报告摘要 第一节 重要提示 1、本年度报告摘要来自年度报告全文，为全面了解本公司的经营成果、财务状况及未来发展规划，投 资者应当到http://www.sse.com.cn/网站仔细阅读年度报告全文。 2、本公司董事会、监事会及董事、监事、高级管理人员保证年度报告内容的真实性、准确性、完整 性，不存在虚假记载、误导性陈述或重大遗漏，并承担个别和连带的法律责任。 3、公司全体董事出席董事会会议。 4、中汇会计师事务所（特殊普通合伙）为本公司出具了标准无保留意见的审计报告。 5、董事会决议通过的本报告期利润分配预案或公积金转增股本预案 公司2024年度拟不进行利润分配，亦不进行资本公积金转增股本和其他形式的分配。 本次利润分配预案尚需提交本公司2024年年度股东大会审议通过。 第二节 公司基本情况 1、公司简介 ■ 2、报告期公司主要业务简介 根据《国民经济行业分类》（GB/T4754-2017），公司所处行业为医药制造业。根据申万行业分类 ...

浙江东亚药业股份有限公司作为一家专注于医药和大健康领域的产品提供商，在2024年面临了诸多挑战 与变化。从其公布的年报数据来看，多项关键指标出现了较大幅度的变动，其中净利润同比减少 183.02%，研发费用同比增加43.16%，这些变化值得投资者密切关注。 营业收入：市场需求波动致营收下滑 2024年，东亚药业实现营业收入1,198,238,535.39元，与上一年的1,356,448,097.16元相比，减少了 11.66%。从业务板块来看，公司主要从事化学原料药、医药中间体的研发、生产和销售业务。报告期 内，需求减少导致公司营业收入同比减少。从季度数据来看，第一季度至第四季度营业收入分别为 352,582,674.10元、295,643,846.05元、314,792,722.32元、235,219,292.92元，呈现出波动下滑的趋势。这 表明公司在市场拓展方面面临一定压力，市场需求的不稳定对公司营收造成了明显影响。 净利润：多重因素叠加致亏损加剧 归属于上市公司股东的扣除非经常性损益的净利润为 -98,408,150.01元，2023年为108,102,069.34元，同 比减少191.03%。这一数 ...

Core Viewpoint - The company has shown significant improvement in its financial performance in 2025, with a strong focus on innovation and strategic expansion in the animal health sector, particularly in the pet medicine market [2][3][10]. Financial Performance - In 2024, the company achieved operating revenue of 1.2 billion yuan, a year-on-year increase of 17.71%, but reported a net loss attributable to shareholders of 20.16 million yuan, a decline of 220.11% [2]. - In Q1 2025, the company reported operating revenue of 399 million yuan, a year-on-year increase of 92.96%, and a net profit attributable to shareholders of 44.50 million yuan, a year-on-year increase of 371.23% [3][10]. Business Strategy - The company is focusing on a "raw material - preparation integration" strategy to enhance its competitive edge and profitability, particularly in the raw material drug sector [4][6]. - The company is actively expanding its product offerings in the pet medicine sector, with 8 new veterinary drug certificates obtained and 20 pet medicines launched [8]. Research and Development - The company has made significant advancements in R&D, achieving breakthroughs in microbial fermentation technology and optimizing production processes, which have led to cost reductions [7]. - Plans for 2025 include accelerating the approval and production of new veterinary drugs, with a target of launching at least 20 new products [7]. Market Conditions - The raw material drug market has seen price increases for certain products, driven by rising demand and a shift in focus among manufacturers towards core competitive products [4]. - The company is adapting to changes in the market environment and competition by enhancing its product competitiveness and expanding its market share [10]. Financial Management - The company plans to redeem its convertible bonds early to reduce financial costs, which is expected to save approximately 30 million yuan in expenses [5]. - The company's debt ratio stands at 47.97%, indicating a focus on managing financial risk while pursuing growth [10].

Investment Rating - The report maintains an "Outperform" rating for the company with a target price of RMB 18.62, down from a previous target of RMB 23.76 [2][11]. Core Insights - The company is expected to face revenue of RMB 5.16 billion in 2024, a decrease of 6.6%, and a net profit of RMB 610 million, down 41.3%, primarily due to pressure on raw material prices and an asset impairment of RMB 218 million [2][11]. - For Q1 2025, revenue is projected at RMB 1.49 billion, an increase of 0.98%, with a net profit of RMB 250 million, up 5.68%, indicating improved profitability with a gross profit margin of 37.42% [2][11]. - The report forecasts EPS for 2025 and 2026 at RMB 0.98 and RMB 1.10, respectively, with a new forecast for 2027 at RMB 1.21 [2][11]. Summary by Sections Revenue and Profitability - The company’s revenue for 2024 is expected to be RMB 5.16 billion, reflecting a 6.6% decline, while net profit is anticipated to be RMB 610 million, a 41.3% decrease due to raw material price pressures and asset impairments [2][11]. - In Q1 2025, revenue is projected to rise to RMB 1.49 billion, a 0.98% increase, with net profit expected to reach RMB 250 million, marking a 5.68% growth [2][11]. Raw Material and CDMO Business - The raw material and intermediate prices are under short-term pressure, but there is optimism for upward flexibility in the future [2][11]. - The CDMO business is expanding, with 2024 revenue expected to be RMB 3.87 billion, a decrease of 5.1%, and a significant focus on emerging fields [3][11]. Financial Forecasts - The financial forecasts indicate a revenue increase to RMB 5.68 billion in 2025, followed by RMB 6.14 billion in 2026, and RMB 6.59 billion in 2027 [4][11]. - The net profit is expected to recover to RMB 880 million in 2025, RMB 985 million in 2026, and RMB 1.08 billion in 2027, reflecting a positive trend in profitability [4][11].

证券研究报告·公司点评报告·化学制药 奥锐特（605116） 2024 年年报及 2025 年一季报点评：一体化 转型成效显著，看好多肽与寡核苷酸放量 买入（维持） | [Table_EPS] 盈利预测与估值 | 2023A | 2024A | 2025E | 2026E | 2027E | | --- | --- | --- | --- | --- | --- | | 营业总收入（百万元） | 1,263 | 1,476 | 1,842 | 2,158 | 2,750 | | 同比（%） | 25.24 | 16.89 | 24.79 | 17.19 | 27.42 | | 归母净利润（百万元） | 289.42 | 354.79 | 477.42 | 597.50 | 731.69 | | 同比（%） | 37.19 | 22.59 | 34.56 | 25.15 | 22.46 | | EPS-最新摊薄（元/股） | 0.71 | 0.87 | 1.18 | 1.47 | 1.80 | | P/E（现价&最新摊薄） | 29.89 | 24.39 | 18.12 | 14.48 | 11.82 | [T ...

证券代码：301075 证券简称：多瑞医药 西藏多瑞医药股份有限公司 投资者关系活动记录表 编号：2025-044 | 投资者关系活动类 | □特定对象调研 □媒体采访 | □分析师会议 | | --- | --- | --- | | 别 | √业绩说明会 □路演活动 | □新闻发布会 | | | □现场参观 □其他 | □一对一沟通 | | 参与单位及人员 | 通过中国证券网以网上业绩说明会的形式与广大投资者交流 | | | 时间 | 2025年04月25日 | 15:30-16:30 | | 地点 | 中国证券网（http://roadshow.cnstock.com） 董事长、总经理 | 邓勇先生； | | | 副总经理、董事会秘书 | 敖博先生； | | | 财务总监 李超先生； | | | 上市公司接待人员 | 副总经理 韦文钢先生； | | | | 销售总监 张金先生； | | | | 独立董事 刘颖斐女士； | | | | 保荐代表人 马晓露先生 | | | | 公司于2025年04月18日发布了《2024年年度报告》，为便于广大投资者 | | | | 进一步了解公司经营状况及未来发展，公司于2 ...

美国加征关税政策变幻莫测，至今似无定论，而从一开始，布洛芬就被列在所谓豁免清单之外。从供不 应求到市场过饱和、再到关税铁棒，布洛芬品类的至暗时刻远没到头。 4月23日，布洛芬原料药厂商亨迪药业（301211.SZ）发布了2024年年报，数据显示，公司全年营收4.46 亿元，同比下降32.75%，为有数据可查以来最大降速；期内，公司归母净利润0.92亿元，同比下降 48.02%；扣非归母净利润0.73亿元，同比下降57.14%，这是公司净利润近三年来首次下滑。 囿于市场环境变化，作为国内布洛芬原料药领域的"二当家"，亨迪药业陷入增长瓶颈，而行业"一把 手"新华制药（000756.SZ）的日子也不好过，2024年净利润迎12年首降。相较而言，规模较小的亨迪药 业风险系数更高，虽然公司正朝着"原料药+制剂"一体化经营模式发展，但以布洛芬原料药为主的业务 板块贡献了近8成营收，短期内很难改变。 制剂业务至今难挑大梁 疫情后布洛芬需求暴涨，亨迪药业的高光年份定格在2023年，当年收入规模6.63亿元。仅一年后，公司 业绩快速跌落。2024年收入大倒退，已经不及6年前水平。 究其原因，皆因其荣辱紧紧和布洛芬原料药的销售表 ...