智通财经记者 | 黄华 智通财经编辑 | 谢欣 10月22日，普洛药业发布三季报。数据显示，该公司于前三季度实现营收77.64亿元，同比下降 16.43%；实现归母净利润7亿元，同比下降19.48%。 今年第三季度，普洛药业实现营收23.19亿元，同比减少18.94%；实现归母净利润1.37亿元，同比减少 43.95%。 就普洛药业的业绩情况，10月22日，智通财经记者向该公司信披邮箱发送了采访提纲。截至发稿时，未 能获得回复。同日，智通财经记者致电该公司信披电话，接线人员表示，会查看相关邮箱。 截至10月22日收盘，普洛药业报收15.2元/股，跌5.41%，该公司的最新市值约176亿。10月23日开盘 后，该公司股价继续下探。 在A股上市公司之中，普洛药业是原料药板块最头部的公司之一。 官网资料显示，普洛药业创立于1989年，是著名民营企业横店集团旗下的医药产业平台，总部位于浙江 横店；该公司主营原料药、CDMO（指药物研发生产服务）、药品、医美及化妆品原料业务等，旗下有 原料药生产工厂7家，制剂生产工厂2家，产品涉及心脑血管、抗感染、精神类、抗肿瘤等治疗领域。 就行业状况而言，据太平洋证券今年9月研报，原 ...

Core Insights - The company, Kelun Pharmaceutical, announced that AI has improved the fermentation levels in production processes, surpassing the levels achieved without AI [1] - The production line for thiocyanate erythromycin is fully integrated with the AI system, with plans to quickly incorporate AI into cephalosporin and penicillin production lines [1] - Experimental results indicate that under the same material input, the average yield of AI-controlled fermentation tanks exceeds that of the control group by approximately 3% to 5% [1] - As batch numbers increase and iteration speeds accelerate, overall fermentation levels are expected to improve further [1] - In the field of synthetic biology, AI has significantly enhanced enzyme modification efficiency and activity, greatly improving research and development efficiency [1] - The company is gradually applying AI to various research and development tools, with expectations for AI to play a larger role in the R&D phase in the future [1]

Group 1 - The article emphasizes the health risks associated with the misuse of antibiotics for treating viral colds, highlighting that antibiotics are ineffective against viral infections and can lead to serious side effects [1][2] - It is noted that viral colds are self-limiting, typically lasting five to seven days, and treatment should focus on symptomatic relief rather than antibiotic use [1] - The article warns that inappropriate use of antibiotics can lead to increased antibiotic resistance, making future bacterial infections harder to treat [2] Group 2 - The article outlines specific symptoms that may indicate a bacterial infection, such as worsening sore throat, cough with yellow-green phlegm, and prolonged fever, which require medical evaluation [2] - It stresses the importance of consulting healthcare professionals before using any antibiotics, as different antibiotics have varying spectra of activity and potential side effects [2]

Investment Chain - Prices of copper, aluminum, lead, tin, and silver have risen since June 2025. Fixed asset investment growth rate has decreased to 3.70% as of May 2025, with real estate development investment declining by 10.70% and manufacturing fixed asset investment down to 8.50% [1][2] - Infrastructure investment growth rate has also decreased to 10.42%. Since June 2025, prices of gold, zinc, and nickel have fallen, while coal prices slightly decreased to 663 RMB/ton [1][2] Consumption Chain - Retail sales growth rate has increased, with nominal growth rebounding to 6.40% in May 2025 and cumulative growth rising to 5.00%. Automobile sales growth rate for May 2025 increased to 11.15% [2][3] - The cumulative growth rate for commercial housing sales has declined to -3.62%. Retail sales of home appliances surged with a growth rate of 56.98% in May 2025 [2][3] Export Chain - Export growth rates to the US, Japan, and ASEAN have decreased, while exports to the EU have increased. In May 2025, the export growth rate for toys, lighting, coke, coal, steel, ships, plastics, and auto parts rose, while agricultural products, furniture, and refined oil exports saw declines [3][4] - The electronic export growth rate increased to 21.17% in May 2025, while textile and clothing exports fell to 1.98% [3][4] Price Chain - Oil prices rose, with WTI reaching 64.37 USD/barrel on June 24, 2025. Prices for PVC and MDI have decreased, with PVC at 4680 RMB/ton and pure MDI at 17100 RMB/ton as of June 20, 2025 [4] - Pork prices dropped to 14.45 RMB/kg on June 11, 2025, while new credit increased to 620 billion RMB in May 2025 [4]

Investment Chain - Since June, prices of copper, aluminum, lead, tin, and silver have increased. In May 2025, the cumulative year-on-year growth rate of fixed asset investment decreased to 3.70%, while the decline in real estate development investment narrowed to -10.70%. The cumulative year-on-year growth rate of manufacturing fixed asset investment fell to 8.50%, and infrastructure investment decreased to 10.42% [4][8] - In June 2025, prices of copper, aluminum, lead, tin, and silver have risen, while prices of gold, zinc, and nickel have decreased. The price of thermal coal slightly decreased to 663 RMB/ton, and the price of coking coal also slightly declined. The average price of ordinary cement saw a minor decrease, while steel prices have risen [4][8] Consumption Chain - The cumulative year-on-year growth rate of social consumption has increased, with automobile sales showing a year-on-year growth rate of 11.15% in May 2025. The nominal year-on-year growth rate for May 2025 rebounded to 6.40%, and the cumulative nominal year-on-year growth rate rose to 5.00% [4][9] - The cumulative year-on-year growth rate of commercial housing sales area saw a larger decline, dropping to -3.62%. The retail sales of home appliances in May 2025 increased significantly, with a year-on-year growth rate of 56.98% [4][9] Export Chain - In May 2025, the year-on-year growth rate of export amounts to the United States, Japan, and ASEAN decreased, while the growth rate of exports to the European Union increased. The cumulative year-on-year growth rate of exports for toys, lamps, coke, coal, steel, ships, plastics, and auto parts rose, while the growth rates for agricultural products, furniture, refined oil, crude oil, and aluminum decreased [4][10] - The OECD leading indicator for the United States fell to 100.26 in May 2025. The electronic export amount's year-on-year growth rate increased to 21.17%, while the textile and clothing export amount's growth rate decreased to 1.98% [4][10] Price Chain - Oil prices have risen, with WTI reaching 64.37 USD/barrel on June 24, 2025. The price of PVC dropped to 4680 RMB/ton, and the prices of pure MDI and polymer MDI decreased to 17100 RMB/ton and 16200 RMB/ton, respectively [4][11] - The price of pork decreased to 14.45 RMB/kg on June 11, 2025, while cotton prices increased and sugar prices decreased. The increase in new credit in May 2025 reached 620 billion RMB, and the year-on-year growth rate of life insurance premium income rose to 1.15% [4][11]