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亿帆医药(002019) - 002019亿帆医药投资者关系管理信息20250817
2025-08-17 07:38
编号:2025003 | 投资者关系活动 | □特定对象调研 分析师会议 □ | | --- | --- | | 类别 □ | 媒体采访 业绩说明会 ☑ | | □ | 新闻发布会 路演活动 □ | | □ | 现场参观 | | ☑ | 其他 电话会议 | | 参与单位名称及 | 天风证券:杨松、曹文清;中信证券:陈竹、韩世通、王凯旋、 | | 人员姓名 | 张恒楠;华安证券:谭国超、任婉莹;华福证券:陈铁林、吴沛 | | | 柯;西部证券:李梦园、邓琳茜;信达证券:唐爱金、章钟涛; | | | 西南证券:杜向阳、伍云逍;开源证券:余汝意、刘艺;中信建 | | | 投:贺菊颖、袁清慧、沈毅、徐韵翔;国投证券:冯俊曦;东吴 | | | 证券:朱国广、杨智灿;招商证券:侯彪;首创证券:王斌;民 | | | 生医药:杨涛;甬兴证券:彭波;国都证券:文惠霞; | | | 嘉实基金:万品玉;平安基金:周思聪;长安基金:刘巧、徐小 | | | 勇;金鹰基金:梁梓颖、盛泽雨;华宝基金:易镜明;鹏扬基金: | | | 邓彬彬;方正富邦基金:刘蒙;泓德基金:操昭煦;中加基金: | | | 高爱聪;睿远基金:刘欣凝;瑞达基金:洪 ...
创新药带动高毛利业务占比快速提高 亿帆医药上半年净利润同比增长19.91%
Zheng Quan Ri Bao Wang· 2025-08-15 12:46
Core Insights - Yifan Pharmaceutical Co., Ltd. reported a slight increase in revenue and a significant rise in net profit for the first half of 2025, indicating a positive financial performance driven by its proprietary products and innovative drug commercialization efforts [1][2]. Financial Performance - The company achieved a revenue of 2.635 billion yuan, a year-on-year increase of 0.11% [1]. - Net profit attributable to shareholders reached 304 million yuan, reflecting a growth of 19.91% [1]. - The net profit excluding non-recurring items was 237 million yuan, up by 32.21% [1]. Business Segments - The proprietary pharmaceutical products segment, including imports, was the main driver of revenue growth, generating 1.990 billion yuan, a 7.22% increase [1]. - The innovative drugs, Yilishu® and Yinikang®, saw a combined sales revenue increase of 169.57%, significantly contributing to the rise in high-margin business and non-recurring profit margins [1][2]. Innovation and R&D - Yifan Pharmaceutical is one of the few Chinese companies approved for innovative biopharmaceuticals in multiple global markets, including China, the U.S., the EU, and Brazil [2]. - The company has a comprehensive lifecycle management system for new drug development, covering discovery, CMC research, clinical development, and commercial production [2]. - Ongoing projects include the exploration of multiple indications for F-652 and the completion of preclinical studies for the N-3C01 project, which is set to submit a clinical application soon [2]. Global Strategy - The company is enhancing its global strategy by merging its sales systems and establishing a global business division to streamline domestic and international sales [2]. - A global business development center has been created to strengthen external collaborations and resource integration, aiming to support stable revenue growth [3]. Market Position and Future Outlook - Yifan Pharmaceutical is recognized for its unique advantages in multi-indication development and global clinical design, despite some gaps compared to leading firms [2][3]. - The dual focus on technological R&D and market expansion is creating a "flywheel effect," enhancing profitability and supporting global market expansion [3].