鹏华医药科技股票A（001230）基金经理为金笑非。 截至发稿，金笑非累计任职时间9年145天，现任基金资产总规模53.75亿元，任职期间最佳基金回报 249.78%， 任职期间最差基金回报-0.92%。 11月13日，司太立涨5.31%，截至发稿，报12.30元/股，成交2.17亿元，换手率4.13%，总市值53.92亿 元。司太立股价已经连续4天上涨，区间累计涨幅11.24%。 资料显示，浙江司太立制药股份有限公司位于浙江省仙居县现代工业集聚区丰溪西路9号，成立日期 1997年9月15日，上市日期2016年3月9日，公司主营业务涉及X射线非离子型碘造影剂原料药系列和喹 诺酮原料药系列的生产和销售。主营业务收入构成为：造影剂系列79.73%，其他(补充)10.19%，其他 6.16%，CMO/CDMO2.41%，喹诺酮系列1.52%。 从司太立十大流通股东角度 数据显示，鹏华基金旗下1只基金位居司太立十大流通股东。鹏华医药科技股票A（001230）三季度新 进十大流通股东，持有股数461.63万股，占流通股的比例为1.05%。根据测算，今日浮盈赚取约286.21 万元。连续4天上涨期间浮盈赚取544.72万 ...

经营业绩：营收行业第十，净利润第三十一 司太立主营业务为X射线非离子型碘造影剂原料药系列和喹诺酮原料药系列的生产和销售，所属申万行业 为医药生物 - 化学制药 - 原料药，所属概念板块有原料药、生物医药、小盘核聚变、超导概念、核电。 司太立成立于1997年9月15日，于2016年3月9日在上海证券交易所上市，注册地址和办公地址均位于浙江 省。它是国内X射线非离子型碘造影剂原料药的重要供应商，具备全产业链优势。 平安证券指出，考虑到公司原料药和制剂新增产能释放，尤其是海外制剂认证加快推进，公司业绩改善确 定性较强，维持"推荐"评级。业务亮点有：1. 碘佛醇100ml:35g(I)主流规格获批后，销售规模有望加速放 量；2. 原料药加制剂一体化优势逐步体现，2024年国内制剂业务和爱尔兰IMAX制剂业务收入均有增长， 造影剂原料药出口销售快速增长。预计2025 - 2027年盈利分别为0.86亿、2.37亿、4.13亿元。 资产负债率高于同业平均，毛利率低于同业平均 偿债能力方面，2025年三季度司太立资产负债率为55.44%，高于去年同期的54.51%，也高于行业平均的 27.75%。从盈利能力看，当期毛利率为 ...

Core Insights - The company reported a revenue of 1.845 billion yuan for the first three quarters of 2025, representing a year-on-year growth of 2.24% [1] - The net profit attributable to shareholders reached 28.82 million yuan, showing a significant increase of 221.14% year-on-year [1] - The basic earnings per share (EPS) stood at 0.07 yuan [1] Financial Performance - The gross profit margin for the first three quarters of 2025 was 21.83%, an increase of 0.39 percentage points year-on-year [2] - The net profit margin was 1.58%, up 1.07 percentage points compared to the same period last year [2] - In Q3 2025, the gross profit margin improved to 27.37%, a year-on-year increase of 6.08 percentage points [2] - The net profit margin for Q3 was -0.07%, which is an increase of 2.87 percentage points year-on-year but a decrease of 2.20 percentage points quarter-on-quarter [2] Expense Management - Total operating expenses for Q3 2025 were 333 million yuan, a decrease of 24.04 million yuan year-on-year [2] - The expense ratio was 18.06%, down 1.74 percentage points from the previous year [2] - Sales expenses increased by 8.68%, while management expenses rose by 0.70%. R&D expenses decreased by 6.73%, and financial expenses saw a significant reduction of 36.27% [2] Shareholder Information - As of the end of Q3 2025, the total number of shareholders was 32,600, a decrease of 1,102 from the end of the previous half-year, representing a decline of 3.27% [2] - The average market value per shareholder increased from 127,400 yuan to 146,300 yuan, reflecting a growth of 14.88% [2] Company Overview - Zhejiang Sitaili Pharmaceutical Co., Ltd. was established on September 15, 1997, and went public on March 9, 2016 [3] - The company specializes in the production and sales of non-ionic iodine contrast agent raw materials and quinolone raw materials [3] - The revenue composition includes 79.73% from contrast agents, 10.19% from other supplementary products, 6.16% from other sources, 2.41% from CMO/CDMO, and 1.52% from quinolone series [3] - The company is classified under the pharmaceutical and biological industry, specifically in chemical pharmaceuticals and raw materials [3]