中证智能财讯南新制药（688189）2月27日晚间披露2025年业绩快报，公司实现营业收入1.42亿元，同比下降 46.09%；归母净利润亏损1.37亿元，上年同期亏损3.57亿元；扣非净利润亏损1.39亿元，上年同期亏损3.59亿元； 基本每股收益-0.5006元，加权平均净资产收益率为-15.84%。以最新收盘价计算，市净率（LF）约2.72倍，市销率 （TTM）约24.47倍。 以本次披露业绩快报数据计算，公司近年市盈率（TTM）图如下所示： 资料显示，公司主营帕拉米韦氯化钠注射液、磷酸奥司他韦干混悬剂、辛伐他汀分散片、阿托伐他汀钙片、贝那 普利氢氯噻嗪片、头孢克洛胶囊、头孢克洛干混悬剂、头孢泊肟酯干混悬剂、复方布洛芬片、布洛芬混悬滴剂、 布洛芬混悬液、盐酸非索非那定口服混悬液等。 制图数据来自恒生聚源数据库 总营收、净利季度变动情况(亿元) 2 (亿元) 1 – - 1.58 1.364 0.79 0.3580,1220.4060,2120,2130.588, 00483 -1 -2 -3 2024Q2 | -4 2024Q3 | 2025Q7 : 2025Q2 : 2023Qq 2025Q3 ; 2 ...

Core Insights - The company reported a significant decline in revenue and net profit for the year 2025, with total revenue of 142 million yuan, a decrease of 46.09% compared to the previous year [1] - The net profit attributable to the parent company was a loss of 137.25 million yuan, indicating a challenging financial period [1] - Factors contributing to the decline include intensified market competition due to domestic pharmaceutical procurement policies and the introduction of similar competing products, as well as a lower incidence of flu in the domestic market during the first three quarters of 2025 [1] Financial Performance - The company's operating revenue for 2025 was 142 million yuan, down 46.09% year-on-year [1] - The net profit attributable to the parent company was a loss of 137.25 million yuan [1] - Despite the losses, the company managed to significantly reduce the loss margin compared to the previous year [1] Market Conditions - The domestic pharmaceutical industry is experiencing increased competition due to the deepening implementation of centralized procurement policies and the launch of similar competing products [1] - The lower incidence of flu in the domestic market during the first three quarters of 2025 has also negatively impacted revenue and gross margin [1] Strategic Initiatives - The company has maintained a high level of research and development investment to sustain its core competitiveness, despite the financial losses [1] - Asset impairment losses and credit impairment losses were recognized based on prudence principles in accordance with accounting standards [1]

预计2025年年度归属于母公司所有者扣除非经常性损益后的净利润为-1.65亿元到-1.25亿元。与上年同 期相比，亏损减少1.94亿元到亏损减少2.34亿元，同比亏损减少53.98%到亏损减少65.14%。 本期业绩变化的主要原因：报告期内，公司生产经营活动正常。受国内医药行业集中采购等政策深入推 进、同类竞品不断上市等因素影响，导致市场竞争加剧，加之2025 年前三季度国内流感较少，导致公 司营业收入和毛利率均有所下降。报告期内，公司根据《企业会计准则》及公司会计政策等相关规定， 基于谨慎性原则，对各类资产计提资产减值损失及信用减值损失等。报告期内，为持续保持公司的核心 竞争力，公司仍保持较高强度的研发投入。基于以上因素，公司经营业绩发生亏损，但亏损幅度较上年 大幅减少。报告期内，公司持续推进各项降本增效措施，严格控制费用成本支出，全年实现销售费用、 管理费用等均较上年同期明显下降。 格隆汇1月30日丨南新制药(688189.SH)公布，经公司财务部门初步测算，预计2025年年度实现营业收入 1.2亿元到1.5亿元，与上年同期相比，将减少1.13亿元到1.43亿元，同比减少43.03%到54.42%；扣除与 ...

每经头条（nbdtoutiao）——核电建设热潮下，设备厂忙到"飞起"！订单已排至2028年，员工三班倒， 产线24小时不停 （记者 曾健辉） 每经AI快讯，南新制药1月30日晚间发布业绩预告，预计2025年年度实现归属于母公司所有者的净利润 将出现亏损，实现归属于母公司所有者的净利润为-1.6亿元到-1.2亿元。与上年同期相比，亏损减少约 1.97亿元到亏损减少约2.37亿元，同比亏损减少55.17%到亏损减少66.38%。业绩变动主要原因是，报告 期内，公司生产经营活动正常。受国内医药行业集中采购等政策深入推进、同类竞品不断上市等因素影 响，导致市场竞争加剧，加之2025年前三季度国内流感较少，导致公司营业收入和毛利率均有所下降。 报告期内，基于谨慎性原则，对各类资产计提资产减值损失及信用减值损失等。报告期内，为持续保持 公司的核心竞争力，公司仍保持较高强度的研发投入。基于以上因素，公司经营业绩发生亏损，但亏损 幅度较上年大幅减少。 ...