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天士力(600535):中药现代化领军企业,华润入主,厚积薄发
Soochow Securities· 2025-06-22 06:28
证券研究报告·公司深度研究·中药Ⅱ 天士力(600535) 中药现代化领军企业,华润入主,厚积薄发 2025 年 06 月 22 日 买入(首次) | [Table_EPS] 盈利预测与估值 | 2023A | 2024A | 2025E | 2026E | 2027E | | --- | --- | --- | --- | --- | --- | | 营业总收入(百万元) | 8,674 | 8,498 | 8,994 | 9,606 | 10,189 | | 同比(%) | 0.42 | (2.03) | 5.83 | 6.81 | 6.06 | | 归母净利润(百万元) | 1,071.07 | 955.59 | 1,152.06 | 1,335.09 | 1,503.11 | | 同比(%) | 505.34 | (10.78) | 20.56 | 15.89 | 12.58 | | EPS-最新摊薄(元/股) | 0.72 | 0.64 | 0.77 | 0.89 | 1.01 | | P/E(现价&最新摊薄) | 21.62 | 24.23 | 20.10 | 17.34 | 15.41 | [T ...
抢占消费者心智,天士力挖掘医药零售市场增长新动能
Di Yi Cai Jing· 2025-04-29 00:00
Core Insights - The 2025 Wuzhen Health Conference recognized Tianshili (600535.SH) as a VIP strategic partner and awarded its products for innovation and popularity in the retail market [1] - The Chinese pharmaceutical retail market is projected to reach 501.9 billion yuan in 2024, driven by policy changes and demographic shifts [3] - Tianshili focuses on integrating traditional Chinese medicine with modern medical practices, targeting major disease areas such as cardiovascular, digestive, oncology, and central nervous system disorders [3][8] Company Strategy - Tianshili is transitioning from high-quality products to strong brand recognition, emphasizing a digital marketing system centered on health value [4] - The company employs various promotional strategies, including social media campaigns and educational initiatives, to enhance brand visibility and consumer engagement [5] - Tianshili collaborates with offline strategic partners to create specialized health centers, improving customer service and market penetration [7] Product Performance - In 2024, Tianshili's traditional Chinese medicine segment generated 6.024 billion yuan, with key products like Compound Danshen Dripping Pills and Yangxue Qingnao Granules showing significant sales growth [7] - The company has a robust pipeline for cardiovascular drugs, with ongoing clinical trials for 17 modern Chinese medicine products [10] - Tianshili's innovative products, such as Shao Ma Zhi Jiao Granules and Kun Xin Ning Granules, have received recognition in clinical guidelines, enhancing its market position [10] Innovation and Responsibility - Tianshili emphasizes the integration of modern technology with traditional Chinese medicine to enhance product efficacy and market competitiveness [8] - The company aims to create a three-dimensional innovation system that combines clinical value, digital technology, and patient services [10] - Tianshili's commitment to innovation is reflected in its continuous development of new products and improvement of existing ones, ensuring long-term sustainability [10]
天士力20250428
2025-04-28 15:33
天士力 20250428 摘要 • 天士力融入华润后,正制定十五战略规划,明确自身在华润三九"一体两 翼"模式下的定位和业务发展目标,并积极与华润系各业务单元对接,落 地协同项目,旨在巩固核心业务并拓展新的增长点。 • 2025 年一季度,天士力克服复方丹参滴丸降价压力,实现营收 20.55 亿 元,医药工业主营业务收入 18.42 亿元,同比增长 1.83%;归母净利润 3.14 亿元,同比增长 6.47%,资产负债率维持在 19%的较低水平,整体 经营稳健。 • 复方丹参滴丸虽面临降价压力,但销量和销售收入保持稳定,且新适应症 (如糖尿病视网膜病变)市场潜力巨大,公司正加大推广力度,全年预计 呈现前低后高的增长态势。 • 公司预计 2025 年中药板块保持稳定增长,得益于三大基药品种在基层市 场的推广以及扫码纸巾颗粒和牛黄清心丸等潜力品种的快速增长,其中养 血清脑颗粒在抽动症治疗领域具有独特优势。 • 化学药板块坚持仿创结合,水林佳和地清两大主力产品保持稳定增长,同 时预计 2025 年将有 3 个仿制药新品获批,6 个产品申报,持续提供市场 增量。 Q&A 2025 年公司在中药、化药及生物药三个板块的 ...
私募通数据周报:本周募资、投资、上市和并购共167起事件
投资界· 2025-03-30 08:27
涉及总金额6 0 1 . 4 4亿元人民币。 作者 | 私募通 报道 | 决策投资圈 (ID: PEDATAMAX) 清科创业(01945.HK)旗下私募通统计:截至本周五下午,募资、投资、上市和并购共167起事件,涉及总 金额601.44亿人民币。从交易金额来看,本周金额较大事件是:2025年3月27日,华润三九医药股份有限公 司成功受让天士力生物医药产业集团有限公司、天津和悦科技发展合伙企业(有限合伙)、天津康顺科技发 展合伙企业(有限合伙)、天津顺祺科技发展合伙企业(有限合伙)、天津善臻科技发展合伙企业(有限合 伙)等持有的天士力医药集团股份有限公司的28. 0%的股权,作价59.90亿人民币。从交易事件地域分布看, 目前主要分布在广东省、江苏省和浙江省,占比为广东省15.6%,江苏省13.8%,浙江省12 .6%。 更多信息请登录:htt ps://ma x.pe da t a . c n/ 本周新登记股权投资基金管理人共计0家,取消备案登记12家,全年截至目前累计股权投资基金管理人数量 为17家。本周新增备案基金数量为85只,规模总计41 8. 88亿元,本周备案基金募资最多的为南京江宁智慧股 权投 ...