孟鲁司特钠中间体

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能特科技(002102) - 2025年7月23日投资者关系活动记录表
2025-07-24 08:58
证券代码:002102 证券简称:能特科技 答:公司的发展规划将聚焦精细化工主业,坚持在化 工专精领域耕耘,不局限于医药中间体,通过工艺技术创 新,开发国际领先、国内缺乏的新产品,避免传统产品领 域的激烈竞争,为公司打造新的未来。 2024 年下半年维生素 E 价格回暖并呈现明显上涨态势,因 此截至 2025 年 6 月,预计全资子公司能特公司的维生素 E 及医药中间体业务可为上市公司带来利润不低于 44,000.00 万元,进而推动公司 2025 年半年度经营业绩较上年同期实 现大幅增长。具体财务数据以公司 2025 年半年度报告为准。 在符合国有企业资产交易相关规定的前提下,上市公 司积极处置或出售其他非核心主业的资产,从而优化资产 结构,盘活公司存量资产,集中资源发展精细化工主业。 公司通过公开挂牌全资子公司燊乾矿业的 100%股权转让, 已于本月与一家意向受让方签署产权交易合同,目前正积 极按照合同推进相关转让事宜,具体可关注公司的公告。 3、能特科技的控股股东目前是荆州国资,荆州国资在 上市公司相应的资本运作、投资项目推进等扮演什么角 色?以及对公司未来的发展支持方面态度如何。 湖北能特科技股份有限 ...
能特科技净利预增五倍 医药业务成强劲引擎
Chang Jiang Shang Bao· 2025-07-15 23:13
Core Viewpoint - Nengte Technology (002102.SZ) is experiencing explosive growth in performance, with a projected net profit of 330 million to 380 million yuan for the first half of 2025, representing a year-on-year increase of 480.15% to 568.05% [1][2] Financial Performance - The expected net profit for the first half of 2025 is significantly higher than the previous year's 56.88 million yuan, indicating a growth rate of 480.15% to 568.05% [2] - The net profit after excluding non-recurring gains and losses is projected to be between 400 million and 450 million yuan, a staggering increase of 736.44% to 840.66% compared to last year's 47.82 million yuan [2] - Basic earnings per share are expected to rise from 0.0216 yuan to between 0.1253 and 0.1443 yuan [2] - In Q1 2025, the company achieved an operating income of 2.877 billion yuan, a decrease of 5.38% year-on-year, but the net profit attributable to shareholders increased by 287.20% to 216 million yuan [3] Business Segments - The vitamin E and pharmaceutical intermediates business of the wholly-owned subsidiary Nengte Technology Co., Ltd. is the main contributor to the company's profits, generating over 440 million yuan [2] - The subsidiary has developed into a high-tech enterprise focusing on pharmaceutical intermediates and vitamin E, with key products including montelukast sodium intermediates for asthma treatment and rosuvastatin intermediates for hyperlipidemia treatment [2] Strategic Transformation - The company's performance surge is attributed to its ongoing strategic transformation, which began after the acquisition by Jingzhou City Development Group in 2022 [4] - Since rebranding to Nengte Technology in April 2024, the company has been divesting non-core assets and focusing on pharmaceuticals and vitamin E [4] - In 2024, the company faced a net loss of 489 million yuan due to the underperformance of its plastic trade e-commerce business, which included a goodwill impairment of 591 million yuan [4] Share Buyback and Future Projects - To boost market confidence, the company announced a share buyback plan of 300 million to 500 million yuan, with a maximum buyback price of 3.90 yuan per share [4] - As of the end of Q1, the company had repurchased 98.82 million shares, accounting for 3.75% of the total share capital, using 330 million yuan [4] - The subsidiary is accelerating the construction of new projects, including a 350 million yuan project for an annual production of 100,000 tons of chemical recycling polyester and a 50 million yuan project for an annual production of 100 tons of boswellic acid, which are expected to generate significant net profits upon completion [5]