【机构龙虎榜解读】创新药+固态电池，共同推动固态电池 在内的各类新能源电池相关粘合剂的小试、中试、到商业化 量产，并且出资1亿元收购了欧洲顶尖的抗肿瘤创新药企业 30%股权，这家公司获净买入 电报解读 2025.06.06 18:28 星期五 一、盘面简述 市场全天震荡分化，三大指数涨跌不一。沪深两市全天成交额1.15万亿，较上个交易日缩量1384亿。盘面上，市场热点较为杂 乱，个股上涨和下跌家数基本相当。从板块来看，化工、有色等周期股逆势活跃，盛达资源等涨停。算力概念股一度冲高，美利 云等涨停。ST板块震荡走强，ST百利等10余股涨停。下跌方面，稳定币概念股集体调整，雄帝科技跌超10%。板块方面，有色 金属、民爆、农药、海南等板块涨幅居前，美容护理、IP经济、稳定币概念、证券等板块跌幅居前。 三、焦点公司 海辰药业：创新药+固态电池+原料药，公司及子公司主要从事化学制剂、原料药及中间体的研发、生产、销售，产品涵盖心脑 血管、利尿、抗感染、消化系统、免疫调节、降糖、骨科等治疗领域。拥有87个原料药及制剂批准文号，常年在产品种20余 个。公司伏格列波糖片通过仿制药一致性评价。 子公司安庆汇辰联合四川赛科动力、宜 ...

Group 1: Company Overview - In 2024, the pharmaceutical industry faced intensified competition, leading to a 10.75% decline in product prices [2] - The company achieved a net profit attributable to shareholders of -3.30 billion yuan, a year-on-year increase of 21.38% [2] - In Q1 2025, the company reported revenue of 4.86 billion yuan and a net profit of 651.46 million yuan after excluding non-recurring gains [2] Group 2: Product and Market Strategy - The company is focusing on strengthening its core product base while increasing R&D for new products [2] - The company has diversified its raw material drug pipeline into multiple therapeutic areas, including anti-infectives and dermatology [3] - The company is expanding its CMO/CDMO projects, with several potential collaborations in the pipeline [3] Group 3: Dye Business Insights - The dye segment includes high-performance eco-friendly dyes, with the main product KN-R recognized as a "Manufacturing Industry Single Champion Product" [4] - The company is adopting an integrated business model from basic chemical raw materials to dye intermediates and dyes, enhancing resource allocation and production efficiency [4] - Due to market changes and rising raw material costs, the company has adjusted prices for some dye products [4]

Group 1: Company Overview - In 2024, the company achieved a revenue of 1.938 billion CNY, a decrease of 10.75% year-on-year [1] - The net profit attributable to shareholders was -330 million CNY, an increase of 21.38% year-on-year [1] - In Q1 2025, the company reported a revenue of 486 million CNY and a net profit of 9.23 million CNY [1] Group 2: Product Sales and Pipeline - The sales of the Penem series have been under pressure, but a slight recovery is expected starting Q2 2025 [2] - Clindamycin maintains strong sales momentum with high capacity utilization [2] - The company has a diverse pipeline covering anti-infection, diabetes, dermatology, ophthalmology, and psychiatric medications, with products at various R&D stages [2] Group 3: CMO/CDMO Business - The company is one of the earliest in China to engage in CMO/CDMO, having established a partnership with Germany's BI in 2008 [2] - There has been a strong demand growth for existing products from strategic customers, with several new projects in the pipeline [2] Group 4: Formulation Sales and Strategy - The company does not plan to build a large sales team for formulations but will focus on participating in centralized procurement and collaborating with other sales enterprises [2] - The formulation product Voglibose tablets achieved sales of nearly 8 million CNY, marking the first large-scale sales product for the company [2] Group 5: Future Capital Expenditure - The company plans to maintain low capital expenditures in the coming years, focusing on optimizing the supply chain and introducing new products [2] Group 6: Dye Business Performance - In Q1, the sales of the KN-R dye series saw a slight year-on-year increase, with prices recovering [3] - The company will continue to monitor price trends and adjust production plans while enhancing the value chain [3]

4月29日，海翔药业发布年报，2024年实现营业收入19.38亿元，同比下降10.75%；实现归母净亏损3.3亿元，同比收窄21.38%；实现扣非归母净亏损3.4亿 元，同比收窄0.11%；基本每股收益为-0.21元/股。 2024年末，海翔药业总资产为74.56亿元，同比下降0.85%；负债总计23.24亿元，同比增长21.2%，资产负债率上升至31.2%；现金流方面，经营活动产生的 现金流量净额为1.75亿元，同比下降27.31%，主要系计提资产减值损失、资产折旧等不影响现金流量的项目增加所致；筹资活动产生的现金流量净额同比大 降96.51%；投资活动产生的现金流量净额由-1.28亿元大幅下降至-5.27亿元。 分业务看，2024年海翔药业医药板块收入为13.68亿元，同比下降11.77%，占总营收的70.59%。其中培南类产品全球供应链优势持续巩固，与多家国际知名 药企合作深化；伏格列波糖片等制剂产品通过一致性评价并中标国家集采。 2024年海翔药业染料板块收入为5.51亿元，同比下滑8.80%，占总营收的28.47%。其中活性艳蓝KN-R等拳头产品在细分市场保持较高占有率，销量实现双位 数增长。 20 ...