1. 金融资产公允价值变动"粉饰"利润 6月4日，四川证监局发布公告，对北京厚鸿科技有限责任公司（以下简称"厚鸿科技"）采取出具警示函 的行政监管措施，并记入证券期货市场诚信档案。 2024年1月，汇宇制药公告拟向子公司汇宇悦迎提供不超过6000万元的财务资助，厚鸿科技作为汇宇悦 迎持股39.9%的股东，承诺按比例提供资助。厚鸿科技是汇宇制药实际控制人丁兆直接控制的企业。根 据公告，厚鸿科技与成都厚汉均为丁兆控制的关联方 截至2024年8月15日，汇宇制药已提供2200万元资助，但厚鸿科技未履行承诺，构成《上市公司监管指 引第4号》第15条违规。 此外，实控人亲属涉短线交易遭监管批评。丁兆父母于2021-2023年频繁买卖公司股票，成交额281万 元，构成"买入后6个月内卖出"违规行为，丁兆因此被上交所通报批评。 业绩增长的表象与驱动力：非经常性损益主导下的"伪高增"？ 汇宇制药2024年财报数据显示，其营业收入10.9亿元（同比+18.05%）、净利润3.25亿元（同比 +132.78%），表面呈现爆发式增长。然而，扣除非经常性损益后的净利润仅0.92亿元（同比 +39.55%），暴露业绩增长的脆弱性。核心 ...

证券代码：301096 证券简称：百诚医药 杭州百诚医药科技股份有限公司 投资者关系活动记录表 编号：2025-001 投资者关系活动 类别 □特定对象调研 □分析师会议 □媒体采访 业绩说明会 □新闻发布会 □路演活动 □现场参观 □其他（电话） 参与单位名称及 人员姓名 投资者网上提问 时间 2025 年 5 月 15 日 (周四) 下午 16:00~17:00 地点 公 司 通 过 进 门 财 经 （https://s.comein.cn/fchgkrsp）采用网络互动的 方式召开业绩说明会 上市公司接待人 员姓名 1、董事长兼总经理楼金芳 2、董事、财务总监兼董事会秘书程丹丹 3、独立董事黄志雄 4、国金证券保荐代表人耿旭东 投资者关系活动 主要内容介绍 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、美国降低医药售价，有机构预测为了降低成本，国 外药企的研发业务会更多的给到中国，请问百诚医药有国际 营销部吗，是否接过国外的研发业务？ 您好，公司有国际营销部负责国际业务，目前主要负责 原料药和制剂的出口销售。后续如有合适的国外研发服务订 单，公司会积极拓展相应的海 ...

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]

Core Viewpoint - Chengyi Pharmaceutical reported significant growth in revenue and net profit for 2024 and Q1 2025, highlighting its strategic focus on marine biomedicine and integrated drug production [1] Financial Performance - In 2024, the company's revenue reached 714 million yuan, a year-on-year increase of 6.36%, while the net profit attributable to shareholders was 201 million yuan, reflecting a substantial growth of 23.21% [1] - For Q1 2025, revenue was 186 million yuan, showing a year-on-year growth of 21.26%, and net profit was 45.79 million yuan, up 40.10% compared to the previous year [1] - The company plans to distribute a cash dividend of 2.5 yuan per 10 shares, totaling approximately 79.42 million yuan, alongside a share buyback of 67.26 million yuan, amounting to a total of 147 million yuan, which represents 73.09% of the net profit [1] Product and Market Development - Revenue from joint disease medications in 2024 was 502 million yuan, marking a year-on-year increase of 23.41%, with Q1 2025 revenue at 143 million yuan, a significant rise of 49.62% [1] - Chengyi Pharmaceutical is the first listed company in Zhejiang Province focusing on marine biomedicine, with its core product, glucosamine hydrochloride, sourced from chitin derived from crab and shrimp shells, establishing itself as a major supplier in China [1] - The company has six domestic health food products, with the new "Haicuiwei Fish Oil Soft Capsule" expected to complete registration and launch by December 2024 [1] Strategic Initiatives - Chengyi Pharmaceutical is actively developing a production capacity project for 1,000 tons of super fish oil EPA and is pushing for the application of new drugs such as EPA soft capsules [1] - During the reporting period, several products, including lidocaine injection and amikacin sulfate injection, passed consistency evaluations, while new products like calcitriol soft capsules and levocarnitine injection received approval [1] - The company aims to focus on four major industrial sectors and deepen its integrated strategy of "raw materials + formulations" [1]