Workflow
化学制药-原料药
icon
Search documents
司太立前三季度营收18.45亿元同比增2.24%,归母净利润2882.48万元同比增221.14%,销售费用同比增长8.68%
Xin Lang Cai Jing· 2025-10-30 10:20
Core Insights - The company reported a revenue of 1.845 billion yuan for the first three quarters of 2025, representing a year-on-year growth of 2.24% [1] - The net profit attributable to shareholders reached 28.82 million yuan, showing a significant increase of 221.14% year-on-year [1] - The basic earnings per share (EPS) stood at 0.07 yuan [1] Financial Performance - The gross profit margin for the first three quarters of 2025 was 21.83%, an increase of 0.39 percentage points year-on-year [2] - The net profit margin was 1.58%, up 1.07 percentage points compared to the same period last year [2] - In Q3 2025, the gross profit margin improved to 27.37%, a year-on-year increase of 6.08 percentage points [2] - The net profit margin for Q3 was -0.07%, which is an increase of 2.87 percentage points year-on-year but a decrease of 2.20 percentage points quarter-on-quarter [2] Expense Management - Total operating expenses for Q3 2025 were 333 million yuan, a decrease of 24.04 million yuan year-on-year [2] - The expense ratio was 18.06%, down 1.74 percentage points from the previous year [2] - Sales expenses increased by 8.68%, while management expenses rose by 0.70%. R&D expenses decreased by 6.73%, and financial expenses saw a significant reduction of 36.27% [2] Shareholder Information - As of the end of Q3 2025, the total number of shareholders was 32,600, a decrease of 1,102 from the end of the previous half-year, representing a decline of 3.27% [2] - The average market value per shareholder increased from 127,400 yuan to 146,300 yuan, reflecting a growth of 14.88% [2] Company Overview - Zhejiang Sitaili Pharmaceutical Co., Ltd. was established on September 15, 1997, and went public on March 9, 2016 [3] - The company specializes in the production and sales of non-ionic iodine contrast agent raw materials and quinolone raw materials [3] - The revenue composition includes 79.73% from contrast agents, 10.19% from other supplementary products, 6.16% from other sources, 2.41% from CMO/CDMO, and 1.52% from quinolone series [3] - The company is classified under the pharmaceutical and biological industry, specifically in chemical pharmaceuticals and raw materials [3]
ST诺泰跌2.71%,成交额1.23亿元,后市是否有机会?
Xin Lang Cai Jing· 2025-10-28 08:04
Core Viewpoint - ST诺泰 is experiencing a decline in stock price, with a drop of 2.71% on October 28, 2023, and a total market capitalization of 12.14 billion yuan [1] Group 1: Business Overview - The company's custom product business primarily focuses on CDMO (Contract Development and Manufacturing Organization), emphasizing the integration of high-tech process development and large-scale production capabilities [2] - ST诺泰's main business revenue composition includes 64.98% from raw materials and intermediates, 25.48% from CDMO/CMO, 7.00% from formulations, 2.49% from technical service fees, and 0.06% from other sources [8] - As of September 30, 2023, ST诺泰 had 15,700 shareholders, a decrease of 16.30% from the previous period, with an average of 20,117 circulating shares per shareholder, an increase of 19.95% [8] Group 2: Product Development - The company has received clinical trial approval for its self-developed GLP-1 receptor agonist, SPN0103-009, which is aimed at treating diabetes and obesity [2] - ST诺泰's product, Thymosin Alpha 1 injection, is used for the treatment of chronic hepatitis B [3] - The company has also obtained approval for Oseltamivir Phosphate capsules, which are antiviral medications for treating and preventing influenza [3] Group 3: Financial Performance - For the period from January to September 2023, ST诺泰 achieved a revenue of 1.527 billion yuan, representing a year-on-year growth of 21.95%, and a net profit attributable to shareholders of 445 million yuan, reflecting a year-on-year increase of 26.92% [8] Group 4: Market Position and Trends - The company's overseas revenue accounted for 63.12% of total revenue, benefiting from the depreciation of the Chinese yuan [4] - The average trading cost of the stock is 42.18 yuan, with the stock currently near a resistance level of 39.01 yuan, indicating potential for a price correction or upward movement if the resistance is broken [7]
ST诺泰涨2.32%,成交额2.03亿元,后市是否有机会?
Xin Lang Cai Jing· 2025-10-24 07:47
Core Viewpoint - ST诺泰 has shown a positive market performance with a 2.32% increase in stock price, reaching a total market capitalization of 12.52 billion [1] Group 1: Business Overview - The company specializes in custom products, primarily in the CDMO (Contract Development and Manufacturing Organization) sector, which emphasizes the integration of process development and technical innovation [2] - ST诺泰's main business revenue composition includes 64.98% from active pharmaceutical ingredients and intermediates, 25.48% from CDMO/CMO, 7.00% from formulations, 2.49% from technical service fees, and 0.06% from other sources [8] - The company has received clinical trial approval for its self-developed GLP-1 receptor agonist for diabetes and weight loss, named SPN0103-009 [2] Group 2: Product Approvals - The company’s Thymosin Alpha 1 injection is used for the treatment of chronic hepatitis B [3] - The company has also received approval for Oseltamivir Phosphate capsules, which are antiviral medications for treating and preventing influenza [3] Group 3: Financial Performance - For the period from January to September 2025, ST诺泰 achieved a revenue of 1.527 billion, representing a year-on-year growth of 21.95%, and a net profit attributable to shareholders of 445 million, with a year-on-year increase of 26.92% [8] - The company’s overseas revenue accounted for 63.12% of total revenue, benefiting from the depreciation of the RMB [4] Group 4: Market Activity - The stock has seen a net inflow of 6.44 million in the latest trading session, with a total trading volume of 203 million and a turnover rate of 1.66% [1][5] - The average trading cost of the stock is 42.18, with the current price approaching a resistance level of 39.80, indicating potential for upward movement if this level is surpassed [7]
ST诺泰涨0.30%,成交额7950.50万元,今日主力净流入-391.39万
Xin Lang Cai Jing· 2025-10-22 07:25
Core Viewpoint - ST诺泰 is experiencing a positive market response with a slight increase in stock price and significant trading volume, indicating investor interest in the company's growth potential in the pharmaceutical sector [1]. Group 1: Business Overview - The company specializes in custom products, primarily through its CDMO (Contract Development and Manufacturing Organization) business, which emphasizes the integration of process development and technical innovation [2]. - ST诺泰 has developed a GLP-1 receptor agonist for diabetes and weight loss, which has received clinical trial approval [2]. - The company’s product, Thymosin Alpha 1 injection, is used for treating chronic hepatitis B [3]. - The company’s Oseltamivir Phosphate capsules have been approved for treating and preventing influenza in adults and children [3]. - As of the 2024 annual report, overseas revenue accounts for 63.12% of total revenue, benefiting from the depreciation of the RMB [4]. Group 2: Financial Performance - For the first half of 2025, ST诺泰 achieved revenue of 1.048 billion yuan, representing a year-on-year growth of 26.07%, and a net profit of 310 million yuan, up 36.49% year-on-year [8]. - The company has distributed a total of 362 million yuan in dividends since its A-share listing, with 330 million yuan distributed over the past three years [9]. Group 3: Market Activity - The stock has seen a net outflow of 3.9139 million yuan today, with a slight decrease in main funds over the past two days [5]. - The average trading cost of the stock is 42.37 yuan, with the price nearing a support level of 37.19 yuan, indicating potential volatility [7].
博瑞医药涨2.06%,成交额1.18亿元,主力资金净流出390.74万元
Xin Lang Cai Jing· 2025-10-21 03:02
Core Viewpoint - 博瑞医药's stock has shown significant volatility, with a year-to-date increase of 74.83%, but recent declines in the short term indicate potential challenges ahead [1][2]. Financial Performance - For the first half of 2025, 博瑞医药 reported revenue of 537 million yuan, a year-on-year decrease of 18.28%, and a net profit attributable to shareholders of 17.17 million yuan, down 83.85% compared to the previous year [2]. - Cumulative cash dividends since the A-share listing amount to 246 million yuan, with 129 million yuan distributed over the last three years [3]. Shareholder Information - As of June 30, 2025, 博瑞医药 had 9,568 shareholders, a decrease of 10.11% from the previous period, while the average number of circulating shares per person increased by 11.32% to 44,185 shares [2]. - The top ten circulating shareholders include Hong Kong Central Clearing Limited, which reduced its holdings by 1.0595 million shares to 3.2509 million shares, and a new entrant, Innovation Drug, holding 2.8126 million shares [3]. Market Activity - On October 21, 博瑞医药's stock price rose by 2.06% to 52.63 yuan per share, with a trading volume of 118 million yuan and a turnover rate of 0.54% [1]. - The stock experienced a net outflow of 3.9074 million yuan from main funds, with large orders showing a buy of 27.6355 million yuan and a sell of 30.5389 million yuan [1].
ST诺泰涨0.67%,成交额1.44亿元,近5日主力净流入-2.46亿
Xin Lang Cai Jing· 2025-10-15 07:49
Core Viewpoint - ST诺泰 is experiencing a positive market response with a recent stock price increase and significant trading volume, indicating investor interest in the company's growth potential in the pharmaceutical sector [1]. Group 1: Business Overview - The company specializes in custom products, primarily in the CDMO (Contract Development and Manufacturing Organization) sector, which emphasizes the integration of high-tech process development and large-scale production capabilities [2]. - ST诺泰 has developed a new GLP-1 receptor agonist for diabetes and weight loss, which has received clinical trial approval [2]. - The company’s product, Thymosin Alpha 1 injection, is used for the treatment of chronic hepatitis B [3]. - The approval of Oseltamivir Phosphate capsules for treating and preventing influenza in adults and children has been granted, with a validity period until May 30, 2027 [3]. Group 2: Financial Performance - As of the 2024 annual report, overseas revenue accounts for 63.12% of total revenue, benefiting from the depreciation of the RMB [4]. - For the first half of 2025, ST诺泰 achieved a revenue of 1.048 billion yuan, representing a year-on-year growth of 26.07%, and a net profit of 310 million yuan, up 36.49% year-on-year [8]. Group 3: Market Activity - The stock has seen a net outflow of 18.88 million yuan today, with a continuous reduction in main funds over the past three days [5][6]. - The average trading cost of the stock is 42.64 yuan, with recent rapid selling of shares, suggesting a potential strategy for investors to consider reallocating their holdings [7].
博瑞医药拟1000万元至2000万元回购股份,公司股价年内涨92.57%
Xin Lang Zheng Quan· 2025-09-26 15:32
Core Viewpoint - 博瑞医药 plans to repurchase shares through centralized bidding, with a total amount between 10 million and 20 million yuan, and a maximum repurchase price of 139.77 yuan per share, which is 140.73% higher than the current price of 58.06 yuan, reflecting a significant increase in stock price of 92.57% year-to-date [1] Group 1: Share Repurchase Details - The repurchase will be funded by the company's own funds and is set to occur within 12 months [1] - The current stock price of 博瑞医药 is 58.06 yuan, with a year-to-date increase of 92.57% [1] - The maximum repurchase price is significantly higher than the current market price, indicating a strong confidence in the company's value [1] Group 2: Financial Performance - As of June 30, 博瑞医药 reported a decrease in revenue to 537 million yuan, down 18.28% year-on-year, and a net profit of 17.17 million yuan, down 83.85% year-on-year [2] - The number of shareholders decreased by 10.11% to 9,568, while the average circulating shares per person increased by 11.32% to 44,185 shares [2] Group 3: Dividend and Shareholder Information - 博瑞医药 has distributed a total of 246 million yuan in dividends since its A-share listing, with 129 million yuan distributed in the last three years [3] - As of June 30, 2025, the top ten circulating shareholders include Hong Kong Central Clearing Limited and a new entrant, Innovation Drug, which holds 2.81 million shares [3]
ST诺泰跌0.27%,成交额1.77亿元,后市是否有机会?
Xin Lang Cai Jing· 2025-09-23 08:33
Core Viewpoint - ST诺泰 is experiencing a decline in stock price and trading volume, with a market capitalization of 13.062 billion yuan and a trading volume of 177 million yuan on September 23 [1] Group 1: Business Overview - The company focuses on custom products, primarily in the CDMO (Contract Development and Manufacturing Organization) sector, which emphasizes the integration of process development and technical innovation [2] - ST诺泰 has developed a new GLP-1 receptor agonist for diabetes and weight loss, which has received clinical trial approval [2] - The company’s product, Thymosin Alpha 1 injection, is used for the treatment of chronic hepatitis B [3] - The company’s Oseltamivir Phosphate capsules have been approved for treating and preventing influenza [3] - As of the 2024 annual report, overseas revenue accounts for 63.12% of total revenue, benefiting from the depreciation of the RMB [4] Group 2: Financial Performance - For the first half of 2025, ST诺泰 achieved revenue of 1.048 billion yuan, a year-on-year increase of 26.07%, and a net profit attributable to shareholders of 310 million yuan, up 36.49% [8] - The company has distributed a total of 362 million yuan in dividends since its A-share listing, with 330 million yuan distributed over the past three years [9] Group 3: Market Activity - The stock has seen a net outflow of 12.16 million yuan from major investors today, with a continuous reduction in holdings over the past three days [5][6] - The average trading cost of the stock is 43.13 yuan, with recent accumulation activity noted, although the strength of this accumulation is weak [7] - The stock price is approaching a resistance level of 41.69 yuan, indicating potential for a pullback if this level is not surpassed [7]
ST诺泰跌1.87%,成交额2.15亿元,近3日主力净流入-8743.85万
Xin Lang Cai Jing· 2025-09-22 07:27
Core Viewpoint - ST诺泰 is experiencing a decline in stock price and trading volume, with a market capitalization of 13.097 billion yuan as of September 22, 2023 [1] Group 1: Business Overview - The company's custom product business primarily focuses on CDMO (Contract Development and Manufacturing Organization), emphasizing the integration of process research and technical innovation with large-scale production capabilities [2] - ST诺泰's main business revenue composition includes 64.98% from active pharmaceutical ingredients and intermediates, 25.48% from CDMO/CMO, 7.00% from formulations, 2.49% from technical service fees, and 0.06% from other sources [8] - The company has developed a GLP-1 receptor agonist for diabetes and weight loss, which has received clinical trial approval [2] Group 2: Product Approvals - The company’s Thymosin Alpha 1 injection is used for the treatment of chronic hepatitis B [3] - The company’s Oseltamivir Phosphate capsules have been approved for treating and preventing influenza A and B in adults and children aged one year and older [3] Group 3: Financial Performance - For the first half of 2025, ST诺泰 achieved operating revenue of 1.048 billion yuan, representing a year-on-year growth of 26.07%, and a net profit attributable to shareholders of 310 million yuan, up 36.49% year-on-year [8] - The company’s overseas revenue accounted for 63.12% of total revenue, benefiting from the depreciation of the yuan [4] Group 4: Market Activity - The stock has seen a net outflow of 35.987 million yuan from main funds today, with a continuous reduction in main fund positions over the past three days [5][6] - The average trading cost of the stock is 43.15 yuan, with the stock price approaching a resistance level of 41.69 yuan, indicating potential for a price correction if it fails to break through this level [7]
纳微科技涨2.11%,成交额4903.01万元,主力资金净流出180.19万元
Xin Lang Cai Jing· 2025-08-22 03:13
Core Viewpoint - Nanwei Technology's stock has shown significant growth this year, with a 60.18% increase, indicating strong market performance and investor interest [1]. Group 1: Stock Performance - As of August 22, Nanwei Technology's stock price reached 28.09 CNY per share, with a market capitalization of 11.343 billion CNY [1]. - The stock has experienced a 3.27% increase over the last five trading days, a 2.41% increase over the last 20 days, and a 33.91% increase over the last 60 days [1]. - Year-to-date, the stock has appeared on the trading leaderboard once, with a net buy of -5.5156 million CNY on February 27 [1]. Group 2: Financial Performance - For the period from January to March 2025, Nanwei Technology reported a revenue of 189 million CNY, reflecting a year-on-year growth of 22.39% [2]. - The company has distributed a total of 115 million CNY in dividends since its A-share listing, with 86.8418 million CNY distributed over the past three years [2]. Group 3: Shareholder Information - As of March 31, 2025, the number of shareholders for Nanwei Technology was 14,800, a decrease of 0.99% from the previous period [2]. - The average number of circulating shares per shareholder increased by 1.00% to 27,351 shares [2]. - Among the top ten circulating shareholders, the China Europe Medical Health Mixed A fund is a new entrant, holding 8.6703 million shares [2].