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调研速递|恩威医药接受线上投资者调研,上半年净利润大增113.80%
Xin Lang Cai Jing· 2025-09-03 11:00
登录新浪财经APP 搜索【信披】查看更多考评等级 点击查看公告原文>> 责任编辑:小浪快报 投资者关系活动关键信息活动类别:业绩说明会时间:2025年9月3日(周三)15:00 - 16:30地点:通过 全景网"投资者关系互动平台"(https://ir.p5w.net)采用网络远程方式召开参与单位名称及人员姓名:线 上参与公司2025年半年度网上业绩说明会的投资者上市公司接待人员姓名:公司董事长兼首席执行官薛 永江;公司副总裁、董事会秘书、财务总监胡大伟;独立董事刘娅;保荐代表人石坡 业绩说明会精彩要点上半年业绩大增原因:2025年上半年恩威医药实现净利润3834.42万元,同比增加 113.80%。主要源于河南信心药业部分重点产品复产上市带来市场增量;线上销售渠道业务,尤其非药 类产品销售保持高速增长;摊销费用同比大幅降低。同时,公司所处医药制造行业中长期向好,短期存 在一定波动。下半年工作重点:一是扎实开展日常经营,组织生产满足市场需求,开拓线下线上市场确 保全年目标达成;二是全力推进河南信心药业重点产品发展计划,年内完成约20个重点产品复产上市; 三是稳步推进川药募投项目建设,确保合规高质量完成今年任 ...
收评:两市分化创指涨0.95% 芯片概念股活跃
Jing Ji Wang· 2025-09-03 10:06
中国经济周刊-经济网讯 两市午后走势分化,沪指、深证成指继续走低,创指午后走强。截至今日 收盘,上证综指报3813.56点,跌幅1.16%,成交额10122.96亿元;深证成指报12472.00点,跌幅0.65%, 成交额13517.90亿元;创业板指报2899.37点,涨幅0.95%,成交额6526.56亿元。 盘面上,芯片概念股活跃,博杰股份、长飞光纤等多股涨停;医药板块走势稍强,百花医药、人福 医药等涨停;另外,BC电池概念、电气设备等板块涨幅居前;国防军工、多元金融、证券等多数板块 下跌。 编辑:何颖曦 ...
恩威医药(301331) - 301331恩威医药投资者关系管理信息20250903
2025-09-03 09:40
| | □特定对象调研 □分析师会议 | | --- | --- | | 投资者关系活动 | □媒体采访 √业绩说明会 | | 类别 | □新闻发布会 □路演活动 | | | □现场参观 | | | □其他 (请文字说明其他活动内容) | | 参与单位名称及 | 线上参与公司 年半年度网上业绩说明会的投资者 2025 | | 人员姓名 | | | 时间 | 年 月 日(周三)15:00~16:30 2025 9 3 | | 地点 | 公司通过全景网"投资者关系互动平台"(https://ir.p5w.net) | | | 采用网络远程的方式召开业绩说明会 | | | 1、公司董事长兼首席执行官薛永江 | | 上市公司接待人 | 2、公司副总裁、董事会秘书、财务总监胡大伟 | | 员姓名 | 3、独立董事刘娅 | | | 4、保荐代表人石坡 | | | 投资者提出的问题及公司回复情况 | | | 公司就投资者在本次说明会中提出的问题进行了回复: | | | 1、上半年,公司经营业绩实现快速增长,尤其是归母 | | | 净利润增速超过 100%。请问董事长,上半年公司业绩大幅 | | 投资者关系活动 | 增长的主 ...
调研速递|联化科技接受申万宏源等9家机构调研 聚焦利润增长与业务布局要点
Xin Lang Cai Jing· 2025-09-03 08:57
Core Viewpoint - Lianhua Technology (002250) has experienced significant profit growth in the first half of 2025, driven by cost reduction, operational efficiency improvements, and favorable exchange rate gains [1] Group 1: Profit Growth Reasons - The company's profit in the first half of 2025 increased significantly compared to the same period last year due to continuous cost reduction and efficiency enhancement [1] - The utilization rate of the plant protection business improved, and the product structure was adjusted, leading to an increase in gross margin [1] - The pharmaceutical business saw notable growth due to concentrated shipments and substantial exchange rate gains [1] Group 2: Pharmaceutical Business Developments - The pharmaceutical business growth is attributed to a focus on major clients, with partnerships established with several leading global pharmaceutical companies [1] - The company is actively expanding its client base, particularly targeting strategic and high-viscosity clients [1] - Collaborations have been established with a number of high-quality domestic and international clients [1] Group 3: Plant Protection Business Factors - The company follows a customer-centric strategy, providing a stable supply chain, comprehensive product delivery capabilities, and high-quality services [1] - The UK subsidiary improved its capacity utilization and operational performance in the first half of the year [1] - The UK subsidiary also achieved significant exchange rate gains, enhancing overall performance [1] Group 4: New Energy Project Progress - The company has achieved stable supply and gradual production increases for electrolyte products [1] - New energy products, including main salt products and cathode materials, have achieved stable commercial delivery [1] - The company anticipates that revenue from the new energy business will exceed expectations in 2025 [1] Group 5: Solid-State Battery Strategy - The company is actively monitoring industry trends and developing products in response to customer needs [1] - There is a focus on optimizing services and technology to reduce costs and promote innovation [1] Group 6: Competitive Landscape in India - Indian companies have entered the CDMO field, primarily focusing on generic drug supply chains, with unclear competitiveness in patented drugs [1] - While India has advantages in compliance and labor costs, China possesses a more comprehensive supply chain and a mature waste treatment system [1] - The company believes that maintaining its competitive edge will allow it to sustain market share and profitability despite emerging competitors [1]
联化科技(002250) - 2025年9月2日至9月3日投资者关系活动记录表
2025-09-03 08:00
联化科技股份有限公司投资者关系活动记录表 公司新能源业务跟随客户需求,积极关注行业前沿产品开 发情况,结合公司自身能力,做好产品规划,优化服务及技术, 降低成本,促进创新,以期未来。 3、今年公司英国子公司的生产经营情况有很大改善,主要原 因有哪些? 公司一直坚持紧跟客户战略,为客户提供更稳定的供应 链、更完整的产品体系交付能力及更优质的服务。公司积极开 拓客户,引进新的产品,英国子公司上半年度产能利用率提升, 经营情况得到一定的改善。同时,上半年度英国子公司实现了 较大的汇兑收益,亦进一步提升了其上半年度的收益表现。 4、目前,公司新能源项目的进展如何?公司对这一业务的展 望情况如何? 经过前期积累,目前公司已实现电解液产品的稳定供应, 并逐步提升产量。在此基础上,公司新能源系列产品包括电解 质主盐产品、正极材料等均实现稳定的商业化交付。2025 年, 公司新能源业务营业收入有望实现突破。公司一直坚信新能源 行业是发展长远,市场规模较大的行业,这一行业与公司的价 值观和自身能力有极高的契合度,公司相信凭借公司自身的能 力积累能够最终在这一行业中获得竞争优势。 5、公司新能源业务是否有固态电池的布局?如何看待 ...
收评:三大指数走势分化 芯片概念股活跃
人民财讯9月3日电,今日,三大指数走势分化,沪指、深证成指走弱,创业板指维持震荡。截至收盘, 沪指跌1.16%,深证成指跌0.65%,创业板指涨0.95%。盘面上,芯片概念股活跃,博杰股份、长飞光纤 等多股涨停;医药板块走势稍强,百花医药(维权)、人福医药(维权)等涨停;另外,BC电池概 念、电气设备等板块涨幅居前;国防军工、多元金融、证券等多数板块下跌。全市场总成交额约2.4万 亿元。 MACD金叉信号形成,这些股涨势不错! 责任编辑:刘万里 SF014 ...
东北制药:公司财务总监周雅娜辞职
Mei Ri Jing Ji Xin Wen· 2025-09-03 03:34
延伸阅读: 2025年1至6月份,东北制药的营业收入构成为:医药制造业占比52.0%,医药商业占比46.18%,其他行 业占比1.82%。 长久物流:公司财务总监靳婷辞职 安孚科技:聘任刘剑波为公司财务总监 广誉远:聘任任岩为公司财务总监 每经AI快讯,东北制药(SZ 000597)9月1日晚间发布公告称,周雅娜女士因个人身体原因申请辞去公 司财务总监职务。 截至发稿,东北制药市值为82亿元。 ...
药明合联(02268)拟按每股58.85港元配股 最多净筹约13.01亿港元
智通财经网· 2025-09-02 22:35
Core Viewpoint - WuXi AppTec (02268) has entered into a placement agreement to issue up to 22.277 million shares at a price of HKD 58.85 per share, potentially raising approximately HKD 1.311 billion in total proceeds [1] Group 1: Placement Details - The placement is conditional and will be conducted through a placement agent to at least six independent third-party investors [1] - If fully subscribed, the net proceeds from the placement are expected to be around HKD 1.301 billion [1] Group 2: Use of Proceeds - Approximately 90% of the proceeds will be allocated to expanding the company's service capabilities and production capacity, including clinical and commercial production of antibody-drug conjugates and active pharmaceutical ingredients [1] - The remaining 10% will be used for working capital needs and general corporate purposes [1]
万邦德: 关于控股股东、实际控制人及一致行动人协议转让公司部分股份进展暨签署补充协议的公告
Zheng Quan Zhi Xing· 2025-09-02 16:26
关于控股股东、实际控制人及一致行动人 协议转让公司部分股份进展暨签署补充协议的公告 公司控股股东、实际控制人及其一致行动人和受让方保证向本公司提供的信 息内容真实、准确、完整,没有虚假记载、误导性陈述或重大遗漏。 本公司及董事会全体成员保证信息披露内容的真实、准确、完整,没有虚假 记载、误导性陈述或重大遗漏。 特别提示: 营产生重大影响。 证券代码:002082 证券简称:万邦德 公告编号:2025-054 万邦德医药控股集团股份有限公司 甲方二:庄惠 甲方三:温岭惠邦投资咨询有限公司 甲方四:温岭富邦投资咨询有限公司 结算有限责任公司深圳分公司办理股份协议转让过户手续,是否能够最终完成尚 存在不确定性,敬请广大投资者注意投资风险。 一、协议转让概况 控股股东万邦德集团有限公司(以下简称"万邦德集团")、实际控制人赵守明 先生、庄惠女士、一致行动人温岭惠邦投资咨询有限公司(以下简称"温岭惠邦")、 温岭富邦投资咨询有限公司(以下简称"温岭富邦")(上述各方合并简称"出 让方")与温岭市万龙医药科技合伙企业(有限合伙)(以下简称"万龙医药" "受让方")签署了《股份转让协议》(以下简称"《原协议》"),拟通过协 ...
A股公告精选 | 8连板天普股份(605255.SH):如股价进一步异常上涨 公司可能申请停牌核查
智通财经网· 2025-09-02 12:53
Group 1 - Daoshi Technology's subsidiary Hong Kong Jiana invested $30 million in Brain Family Inc. to acquire minority shareholder rights through Pre-B round preferred shares [1] - Brain Family Inc. is a leading company in brain-computer interface technology with unique technical barriers and commercialization capabilities [1] - Daoshi Technology aims to enhance its "AI + new materials" ecosystem by leveraging Brain Family's experience in medical rehabilitation, educational consumption, and human-computer interaction [1] Group 2 - Sinovac Biotech's subsidiary completed the first subject enrollment for the Phase II clinical study of GB08 injection, a long-acting growth hormone for children with growth hormone deficiency [2] - The GB08 injection is the company's first independently developed Class I innovative drug [2] Group 3 - Heng Rui Medicine's subsidiary received approval for clinical trials of SHR-A2009, an antibody-drug conjugate targeting HER3, with no similar drugs approved globally [3] Group 4 - DiAo Microelectronics launched its self-developed high-performance eUSB repeater product, which supports bidirectional conversion between eUSB2 and USB2 signal schemes [4] - The product is designed for IoT, consumer electronics, and automotive electronics, enhancing the company's competitiveness in high-speed interface chips [4] Group 5 - Dongxin Co. announced the completion of its stock review and will resume trading on September 3 after a temporary suspension due to abnormal stock price fluctuations [5] - The company stated that its fundamentals and main business have not changed significantly [5] Group 6 - Junshi Biosciences received approval for clinical trials of JT118 injection, a "two-in-one" recombinant protein vaccine for monkeypox virus prevention, with no approved vaccines in the domestic market [6] Group 7 - Seres reported a 19.57% year-on-year increase in new energy vehicle sales in August, with production reaching 43,069 units and sales at 43,262 units [7][8] Group 8 - CATL has repurchased 8.69 million A-shares, totaling 2.131 billion yuan, with plans to continue the buyback based on market conditions [9] Group 9 - *ST Tianmao announced a cash option for shareholders during the period from September 15 to September 19, allowing them to exercise cash options at a price of 1.6 yuan per share [10]