9月1日晚间，诚意药业（603811）(603811.SH)公告，其二十碳五烯酸乙酯软胶囊(下称"EPA软胶囊")近 日获得药监局核准签发《药品注册证书》，公司在高纯度EPA制剂领域布局顺利落地。 值得一提的是，近期公司披露2025年半年度报告，在关节类药物销售额持续提升的推动下，上半年归母 净利润及扣非净利润同比分别增长47.03%及54.21%，达到1.12亿元及1.11亿元。随着鱼油产品顺利获 批，公司有望依托高纯度EPA领域原料药制剂一体化优势，打造出新的重磅单品。 据公告，诚意药业EPA软胶囊以化药4类注册分类获批，用于降低重度高甘油三酯血症(≧500mg/亚)成年 患者的甘油三酯(TG)水平。与他汀类药物联合使用，该药品可用于确诊心血管疾病或糖尿病伴≧2种其 他心血管疾病危险因素，合并高甘油三酯血症(≧150mg/dL)的成年患者，以降低心血管事件风险。 值得关注的是，EPA软胶囊所聚焦的，正是血脂调节剂这一广阔市场。近年来，随着我国人口老龄化加 速及生活方式转变，心脑血管疾病、代谢综合征、老年便秘等慢性病发病率逐年攀升。其中，据智研咨 询，我国18岁及以上的居民中，高脂血症的总体患病率已从200 ...

Core Viewpoint - Chengyi Pharmaceutical (603811) reported strong financial performance for the first half of 2025, with significant increases in revenue and net profit compared to the previous year [1][3]. Financial Performance - Total revenue reached 417 million yuan, a year-on-year increase of 17.11% [1] - Net profit attributable to shareholders was 112 million yuan, up 47.03% year-on-year [1] - In Q2 alone, revenue was 231 million yuan, reflecting a 13.98% increase year-on-year, while net profit for the quarter was 66.63 million yuan, up 52.19% [1] - Gross margin improved slightly to 69.78%, with a net margin of 27.34%, an increase of 27.15% year-on-year [1] Cost and Expense Management - Total selling, administrative, and financial expenses amounted to 149 million yuan, accounting for 35.7% of revenue, a decrease of 17.52% year-on-year [1] - Research and development expenses decreased by 14.58%, attributed to lower employee compensation and material costs [3] Cash Flow and Assets - Operating cash flow per share increased significantly by 113.74% to 0.43 yuan [1] - Cash and cash equivalents rose to 62.67 million yuan, a 12.13% increase [1] - Accounts receivable decreased by 32.82% to 43.67 million yuan, indicating improved collection efficiency [1] Investment and Returns - The company’s return on invested capital (ROIC) was 13.32%, with a historical median ROIC of 15.83% since its listing [6] - The net profit margin for the previous year was 28.11%, indicating strong value addition from products or services [6] Market Position and Fund Holdings - The largest fund holding Chengyi Pharmaceutical is the "Zhaoshang Heyue Stable Pension One-Year Holding Mixed Fund (FOF) A," which has reduced its holdings [5] - The fund's current scale is 468 million yuan, with a recent net value increase of 0.33% [5]

Core Insights - Chengyi Pharmaceutical (603811) reported its 2025 semi-annual results on August 26, showing a revenue of 417 million yuan, representing a year-on-year growth of 17.11% [1] - The net profit attributable to shareholders reached 112 million yuan, marking a significant year-on-year increase of 47.03% [1] - The basic earnings per share stood at 0.35 yuan, reflecting the company's strong financial performance [1] Revenue Growth - The increase in revenue is primarily attributed to the sustained growth in sales of joint-related medications [1]

证券代码：603811 证券简称：诚意药业 公告编号：2025-046 二、报告期内，公司主营业务按治疗领域划分的经营情况： 单位：元 币种：人民币 | | | | | 营业收入 | 营业成本比 | 毛利率 | | --- | --- | --- | --- | --- | --- | --- | | 治疗领域 | 营业收入 | 营业成本 | 毛利率(%) | 比上年增 | 上年增减 | 比上年 | | | | | | 减（%） | （%） | 增减（%） | 浙江诚意药业股份有限公司 2025 年半年度主要经营数据的公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述或者重大遗漏，并对 其内容的真实性、准确性和完整性承担法律责任。 根据上海证券交易所发布的《上市公司行业信息披露指引第六号——医药制造》的 要求，现将浙江诚意药业股份有限公司（以下简称"公司"）2025 年半年度主要经营数 据披露如下： 一、报告期内，公司主营业务分行业、分产品经营情况： | | | 主营业务分行业情况 | | | | | | --- | --- | --- | --- | --- | --- | --- | ...

Core Viewpoint - Chengyi Pharmaceutical has received approval for its Palivizumab injection, marking a significant milestone in its drug development efforts and expanding its product line in the influenza treatment market [1][2] Group 1: Drug Approval and Market Position - The Palivizumab injection has been approved as a Class 3 chemical drug for the treatment of influenza A or B [1] - In 2023, the total sales of the four main influenza treatment drugs in the domestic market reached 11.405 billion yuan, with Oseltamivir holding the majority market share [1] - Palivizumab is recognized as the first innovative Class 1 anti-influenza drug approved in China, recommended in various influenza treatment guidelines [1] Group 2: Product Line Expansion and Financial Performance - Over the past year, Chengyi Pharmaceutical has launched multiple products in the formulation sector, continuously expanding its product line [2] - The company expects a net profit attributable to shareholders of 107 million to 119 million yuan for the first half of 2025, representing a year-on-year growth of 40% to 55%, primarily driven by the sales growth of joint-related drugs [2] - The company is also advancing its "Two Strong One Big Project" initiative in marine biomedicine, with a large-scale EPA fish oil production project underway, which is expected to become a core revenue driver alongside joint-related drugs [2]

证券代码：603811 证券简称：诚意药业 公告编号：2025-012 浙江诚意药业股份有限公司 2024 年度主要经营数据的公告 根据上海证券交易所发布的《上市公司行业信息披露指引第六号——医药制造》的 要求，现将浙江诚意药业股份有限公司（以下简称"公司"）2024 年度主要经营数据披 露如下： 一、报告期内，公司主营业务分行业、分产品经营情况： 单位：元 币种：人民币 | | | 主营业务分行业情况 | | | | | | --- | --- | --- | --- | --- | --- | --- | | 分行业 | 营业收入 | 营业成本 | 毛利率（%） | 营业收入 比上年增 | 营业成本 比上年增 | 毛利率比上 | | | | | | 减（%） | 减（%） | 年增减（%） | | 医药制造业 | 712,308,635.02 | 215,861,814.09 | 69.70 | 6.38 | -9.59 | 5.35 | | | | 主营业务分产品情况 | | | | | | 分产品 | 营业收入 | 营业成本 | 毛利率（%） | 营业收入 比上年增 | 营业成本 比上年增 | 毛利率 ...

证券代码：603811 证券简称：诚意药业 公告编号：2025-016 浙江诚意药业股份有限公司 2025 年第一季度主要经营数据的公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述或者重大遗漏，并对 其内容的真实性、准确性和完整性承担法律责任。 根据上海证券交易所发布的《上市公司行业信息披露指引第六号——医药制造》的 要求，现将浙江诚意药业股份有限公司（以下简称"公司"）2025 年第一季度主要经营 数据披露如下： 一、报告期内，公司主营业务分行业、分产品经营情况： 主营业务分行业情况 分行业 营业收入 营业成本 毛利率（%） 营业收入 比上年增 减（%） 营业成本 比上年增 减（%） 毛利率比上 年增减（%） 医药制造业 185,386,312.70 57,557,909.84 68.95 21.45 27.66 -1.51 主营业务分产品情况 分产品 营业收入 营业成本 毛利率（%） 营业收入 比上年增 减（%） 营业成本 比上年增 减（%） 毛利率比上 年增减（%） 制剂 141,198,561.88 32,981,854.48 76.64 11.51 5.45 1.34 原料药 ...