化学制药
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博瑞医药2025年净利同比预降逾六成
Bei Jing Shang Bao· 2026-01-30 14:05
针对本期业绩变化的主要原因,博瑞医药表示主要受流感趋势变化、竞争格局变化、客户阶段性商业需 求波动等影响,使得当期营业收入及产品毛利额减少,以及在建工程陆续完工转固带来计提折旧增加, 同时创新药等研发投入加大使得研发费用等期间费用同比有所增加。 北京商报讯(记者 丁宁)1月30日晚间,博瑞医药(688166)发布2025年业绩预告显示,经财务部门初 步测算,预计2025年实现归属净利润4130万元到6190万元,与上年同期相比将同比减少67.28%到 78.17%。 ...
海创药业:预计2025年亏损1.25亿元-1.5亿元
Sou Hu Cai Jing· 2026-01-30 13:26
Company Overview - The company specializes in the development of new drugs, including HC-1119, HP518, HP568, HP501, HP515, HP537, and HP560 [8] - The first class new drug, HC-1119, is expected to be approved for sale in May 2025, leading to a modest increase in sales revenue from material and intermediate sales [8] Financial Performance - The company anticipates total revenue for 2025 to be between 19 million and 22 million yuan, influenced by the inclusion of HC-1119 in the National Medical Insurance Drug List, which will result in a significant price reduction [8] - Research and development expenses for 2025 are projected to be between 105 million and 125 million yuan, a decrease of 4.903 million to 6.903 million yuan compared to the previous year [8] - The company expects to report a net loss for 2025, although the loss will be reduced compared to the previous year when excluding non-recurring gains and losses [9] Historical Revenue and Profit Trends - Historical total revenue and net profit data indicate fluctuations, with total revenue expected to show a growth rate of -1,000% to 6,000% from 2020 to 2025 [10] - The company has experienced varying growth rates in total revenue and net profit over the years, with specific projections for 2025 indicating a continued trend of net losses [10] Valuation Metrics - The company’s valuation metrics include price-to-earnings (P/E) ratio, price-to-book (P/B) ratio, and price-to-sales (P/S) ratio, with P/E being negative during loss periods, making P/B and P/S more relevant for valuation [13]
海普瑞:2025年净利同比预降41.71%-56.09%
Zhong Guo Zheng Quan Bao· 2026-01-30 13:17
中证智能财讯海普瑞(002399)1月30日晚间披露2025年度业绩预告,预计2025年归母净利润2.84亿元至3.77亿元,同比下降41.71%-56.09%;扣非净利润预 计3.62亿元至4.6亿元,同比增长42.78%-81.43%;基本每股收益0.1936元/股-0.2569元/股。以1月30日收盘价计算,海普瑞目前市盈率(TTM)约为48.14 倍-63.91倍,市净率(LF)约1.47倍,市销率(TTM)约3.36倍。 以本次披露业绩预告均值计算,公司近年市盈率(TTM)图如下所示: 近年来市盈率变化情况(倍) 90 77.64 78.95 @ 60 43°Ca 32.29 30.12 30 =25:62 23d04 0 -18.31 -30 -60 -90 -120 2022-06-30 ' 2021-06-30 ' 2021-12-37 2020-12-37 2022-12-37 : 23-72-37 3-06-30 2n- -○- 公司 -○- 行业均值 100 ହ 90 85p26 84.96 80 70 60 56.46 50 40 37.57 32401 30 20 2020-12-3 ...
海南海药:预计2025年净利润亏损3.5亿元至4.3亿元
Xin Lang Cai Jing· 2026-01-30 13:05
海南海药公告,预计2025年度净利润为负值。报告期内,公司归属于上市公司股东的净利润预计为亏损 3.5亿元至4.3亿元,亏损额较上年同期有所下降。 ...
1992年出生,超500亿元市值A股公司的董秘升任总经理,2024年薪酬22.32万元
Zhong Guo Ji Jin Bao· 2026-01-30 12:01
Core Viewpoint - Newnow (300765) announced a change in its management, appointing Dai Long as the new General Manager while he also holds the positions of Board Secretary and Securities Affairs Representative [1][4] Management Changes - Dai Long, born in June 1992, has a background in finance and has been with Newnow since December 2016, serving in various roles including Financial Manager and Board Secretary [4] - Despite being appointed to a key position, Dai Long does not hold any shares in Newnow and has no connections with major shareholders or other executives [4] - Dai Long's total pre-tax compensation for 2024 is reported at 223,200 yuan, a decrease of 121,100 yuan from 2023 [4][6] Executive Compensation - Other executives at Newnow also experienced significant salary reductions in 2024, with Vice General Manager Liu Gang's compensation dropping to 188,800 yuan, a decline of 18.89% year-on-year [7] - The collective salary cuts among executives are linked to the company's poor performance [7] Financial Performance - In 2024, Newnow reported revenues of 1.981 billion yuan, a year-on-year decrease of 21.98%, and a net profit attributable to shareholders of 53.7263 million yuan, down 87.63% [7] - The company anticipates further losses in 2025, projecting a net profit attributable to shareholders between -255 million yuan and -170 million yuan [7] Business Overview - Newnow, a core subsidiary of CSPC Pharmaceutical Group, was established in 1989 and went public in 2019 [7] - It is the largest production base for chemical synthetic xanthine products globally, with key products including caffeine and theobromine [7] - The company has developed a dual-driven business model focusing on traditional functional foods and innovative biopharmaceuticals [8] Strategic Developments - Newnow's subsidiary, Jushi Biotech, signed a strategic cooperation agreement with AstraZeneca for eight innovative long-acting peptide drug projects, with AstraZeneca agreeing to pay a $1.2 billion upfront fee and up to $17.3 billion in milestone payments [8] - Newnow plans to list on the Hong Kong Stock Exchange to expand financing channels for innovative drug research and development [8] - The company increased its stake in Jushi Biotech to 80% by acquiring 29% of its shares for 1.1 billion yuan [8] Market Performance - As of January 30, Newnow's stock price closed at 38.87 yuan per share, reflecting a decline of 15.72%, with a total market capitalization of 54.6 billion yuan [9]
花园生物:公司通过优化商业模式、强化内部管理等方式主动应对市场变化
Zheng Quan Ri Bao Zhi Sheng· 2026-01-30 11:12
Core Viewpoint - The company is proactively addressing potential fluctuations in the vitamin A market prices for 2025 by optimizing its business model and strengthening internal management [1] Group 1 - The company responded to investor inquiries on an interactive platform regarding its strategies for the vitamin A market [1] - The company emphasizes that specific operational data should be referenced from official announcements [1]
博瑞医药:2025年年度业绩预告
Zheng Quan Ri Bao Zhi Sheng· 2026-01-30 11:10
(编辑 任世碧) 证券日报网讯 1月30日,博瑞医药发布2025年年度业绩预告称,公司预计2025年年度归属于母公司所有 者的净利润4,130万元到6,190万元,与上年同期(法定披露数据)相比将同比减少67.28%到 78.17%。 ...
双鹭药业:2025年全年净亏损2.00亿元—2.90亿元
2 1 Shi Ji Jing Ji Bao Dao· 2026-01-30 11:03
南财智讯1月30日电,双鹭药业发布2025年度业绩预告,预计2025年全年归属于上市公司股东的净利润 为-20,000万元—-29,000万元;预计2025年全年归属于上市公司股东的扣除非经常性损益的净利润 为-7,000万元—-4,000万元。报告期内,受行业政策调整、市场竞争等因素影响,公司部分产品单价较 上年有所下降,导致本年度公司相关产品的销售毛利下降约10%;报告期内,公司非经常性损益合计减 少净利润约2亿元,其中:确认的理财投资损失与交易性金融资产等产生的公允价值变动收益是主要影 响因素。 ...
福安药业:预计2025年净利润同比下降64.26%至74.99%
Jing Ji Guan Cha Wang· 2026-01-30 10:45
Core Viewpoint - Fu'an Pharmaceutical (300194) is expected to report a significant decline in net profit for the year 2025, with projections indicating a drop of 64.26% to 74.99% compared to the previous year [1] Financial Performance - The company anticipates a net profit of between 70 million to 100 million yuan for 2025 [1] - The net profit, excluding non-recurring gains and losses, is projected to be between 52 million to 78 million yuan, reflecting a decrease of 69.83% to 79.88% year-on-year [1]
灵康药业:关于变更回购股份用途并注销暨减少注册资本的公告
Zheng Quan Ri Bao Zhi Sheng· 2026-01-30 10:42
(编辑 任世碧) 证券日报网讯 1月30日,灵康药业发布公告称,公司于2026年1月30日召开第五届董事会第六次会议, 审议通过了《关于变更回购股份用途并注销暨减少注册资本的议案》。公司拟将存放于股份回购专用证 券账户中已回购尚未使用的8,915,893股股份用途进行变更,由"50%用于员工持股计划,50%用于股 权激励"变更为"用于注销并减少注册资本"。 ...