Group 1 - TaiLong Pharmaceutical plans to apply for the registration and issuance of super short-term financing bonds not exceeding 800 million yuan, with a maturity of no more than 270 days, for purposes including replacing bank loans and supplementing working capital [1] - GuoXin Technology won a bid for a 46 million yuan automotive airbag ignition driver chip project, indicating its growing presence in the automotive semiconductor market [1] - GuoMai Technology expects a net profit increase of 60.52% to 100.33% for the first half of 2025, with a projected net profit of 125 million to 156 million yuan [2] Group 2 - ChangAluminum's subsidiary signed a 165 million yuan contract for the customized construction of a clinical and industrial base for a vaccine project, highlighting its involvement in the biopharmaceutical sector [3] - ZhongSalt Chemical acquired exploration rights for natural soda ash in Inner Mongolia for 929,000 yuan, expanding its resource base [4] - Six Kingdom Chemical announced the resignation of its deputy general manager, which may impact its operational strategy [5][6] Group 3 - FuYuan Pharmaceutical received a drug registration certificate for Bisoprolol Amlodipine tablets, indicating its expansion in the hypertension treatment market [7][8] - GuanShi Technology's subsidiary received a government subsidy of 7 million yuan, which is 45.29% of its net profit for the previous year, enhancing its financial position [9] - XiZhong Technology plans to repurchase shares worth between 75 million and 150 million yuan, aimed at employee stock ownership plans or equity incentives [10] Group 4 - BeiLu Pharmaceutical's subsidiary received approval for the raw material drug Iopromide, which is used as a contrast agent for various imaging examinations [12] - HongHui New Materials obtained a patent for a water-based protective paint for hardware parts, enhancing its product portfolio [13] - BoJi Pharmaceutical's subsidiary received two patents related to high bioavailability formulations, indicating innovation in biopharmaceutical technology [14] Group 5 - ChengJian Development received a cash dividend of 23.625 million yuan from its investment in Huaneng Capital, contributing to its investment income [15] - JiuZhou Pharmaceutical's subsidiary received a drug registration certificate for Sildenafil Citrate orally disintegrating tablets, expanding its product offerings in the erectile dysfunction treatment market [16] - RuiAng Gene's subsidiary received a government subsidy of 176,290 yuan, supporting its operational activities [17] Group 6 - FengFan Technology plans to acquire 100% equity of a subsidiary for 48 million yuan, indicating strategic expansion in the renewable energy sector [18] - AoJing Medical's subsidiary received a medical device production license, allowing it to manufacture absorbable surgical dressings [19] - TaiLin Bio's subsidiary won land use rights for an industrial site, facilitating its high-performance filter project [20] Group 7 - KaiPu Bio received a patent for a method and device for analyzing genomic copy number variations, enhancing its capabilities in molecular diagnostics [21] - Shanghai KaiBao received a drug registration certificate for Phlegm-Heat Clearing Capsules, which can be used in the treatment of COVID-19 symptoms [23] - TuoJing Life received two patents for high uniformity streptavidin applications, improving its diagnostic product stability [25] Group 8 - AnKe Bio's AK2024 injection received approval for clinical trials, marking a significant advancement in cancer treatment [26] - HuanYuan Pharmaceutical expects a net profit of 142 million to 160 million yuan for the first half of 2025, reflecting substantial growth [27] - JinHongShun terminated a major asset restructuring plan due to a lack of consensus among parties involved, impacting its strategic direction [28] Group 9 - HeZhan Energy signed a 177 million yuan contract for the sale of steel-concrete tower structures, indicating strong demand in the renewable energy sector [29] - InSai Group's acquisition plan for an 80% stake in ZhiZheTongXing was accepted by the Shenzhen Stock Exchange, indicating growth in its consulting business [30] - JiuDian Pharmaceutical received a drug registration certificate for Zinc Granules, enhancing its product line in gastrointestinal treatments [32] Group 10 - GuoYao Modern plans to publicly transfer a 51% stake in its subsidiary to optimize resource allocation [34] - GuoYao Modern's subsidiary received a drug registration certificate for Perindopril Indapamide tablets, expanding its hypertension treatment portfolio [36] - ZhongGong International signed a 175 million yuan engineering consulting service contract, showcasing its capabilities in project management [38] Group 11 - China Railway won contracts worth approximately 5.343 billion yuan for overseas construction projects, indicating its strong international presence [39] - JunPu Intelligent signed a framework contract for humanoid robot sales worth about 28.25 million yuan, reflecting growth in the robotics sector [41] - Sinopec's chairman resigned due to age, which may lead to changes in corporate governance [42] Group 12 - JiuFeng Energy's controlling shareholder plans to reduce their stake by up to 0.71%, indicating potential changes in ownership structure [44] - Zhejiang Oriental's subsidiary plans to establish a 1.74 billion yuan equity investment fund, focusing on strategic emerging industries [46] - ChenGuang New Materials received a government subsidy of 26 million yuan, significantly impacting its financial performance [48]

环境、社会和公司治理报告 股票代码:688513.SH | 阳光治理 | | | 创新质造 | 标准领航 | 生态药企 | | 履责于行 | ESG绩效 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 关于本报告 | 管理层致辞 | 走进苑东生物 | | | | | | 附录 | | 打造透明高效的管治体系 | | | 以品质守护生命 | | 苑东生物的国际答卷 | 从绿色工厂到零碳未来 | | 筑牢员工关爱与责任担 | | 当基石 | 与未来展望 | | | | | | | | | 关于本报告 | | 002 | 标准领航 | | | 履责于行 | | | | 苑东生物的国际答卷 | | | | | | 筑牢员工关爱与责任担当基石 | | | | 管理层致辞 | | 003 | 国际化战略 国际化认证 | | 042 042 员工福祉 | 践行多元雇佣 | 074 | 066 | | 043 | | | 国际化实施载体 | | 健康安全 | | 077 | | | 走进苑东生物 | | | | | | | | | | 044 | | | ...

医药生物/化学制药 苑东生物（688513.SH） 麻醉业务持续进阶，创新与出海驱动成长 2025 年 04 月 29 日 投资评级：买入（维持） | 日期 | 2025/4/28 | | --- | --- | | 当前股价(元) | 33.59 | | 一年最高最低(元) | 62.40/28.11 | | 总市值(亿元) | 59.30 | | 流通市值(亿元) | 59.30 | | 总股本(亿股) | 1.77 | | 流通股本(亿股) | 1.77 | | 近 3 个月换手率(%) | 106.41 | 股价走势图 数据来源：聚源 -36% -24% -12% 0% 12% 24% 2024-04 2024-08 2024-12 苑东生物 沪深300 相关研究报告 《业绩表现亮眼，麻醉业务持续进阶 —公司信息更新报告》-2024.10.27 《深耕麻醉镇痛领域，积极拓展海外 市场—公司首次覆盖报告》-2024.9.24 余汝意（分析师） 刘艺（联系人） yuruyi@kysec.cn liuyi1@kysec.cn 证书编号：S0790124070022 麻醉业务持续进阶，创新与出海驱动成长，维持 ...

东吴证券股份有限公司朱国广近期对苑东生物进行研究并发布了研究报告《2024年报及2025年一季报点 评：获批新品陆续放量，国际化与创新驱动增长》，给予苑东生物买入评级。 苑东生物(688513) 投资要点 事件：公司近期发布2024年及2025年一季度财报，2024年实现营业收入13.50亿元(+20.82%，括号内为同 比，下同)，实现归母净利润2.38亿元(+5.15%)，实现扣非归母净利润1.75亿元(+10.90%)，剔除股权激励费 用影响，归母净利润同比+13.47%，扣非归母净利润同比+22.87%。25Q1单季度实现营业收入3.06亿元 (-2.97%)，实现归母净利润0.61亿元(-19.22%)，实现扣非归母净利润0.46亿元(-10.79%)，25Q1利润受股权 激励费用短期承压。 各业务板块快速增长，积极拓展海外市场：分产品来看，2024年公司化学制剂板块营收10.77亿元 (+22.25%)，原料药板块营收1.21亿元(+28.65%)，CMO/CDMO业务营收0.65亿元(+111.59%)，技术服务及 转让营收0.63亿元(-42.81%)。分地区看，国内实现收入13.24亿元(+ ...

证券研究报告·公司点评报告·化学制药 苑东生物（688513） 2024 年报及 2025 年一季报点评：获批新品 陆续放量，国际化与创新驱动增长 买入（维持） | [Table_EPS] 盈利预测与估值 | 2023A | 2024A | 2025E | 2026E | 2027E | | --- | --- | --- | --- | --- | --- | | 营业总收入（百万元） | 1117 | 1350 | 1593 | 1895 | 2261 | | 同比（%） | (4.56) | 20.82 | 18.02 | 18.98 | 19.31 | | 归母净利润（百万元） | 226.57 | 238.23 | 281.30 | 335.30 | 400.75 | | 同比（%） | (8.09) | 5.15 | 18.08 | 19.20 | 19.52 | | EPS-最新摊薄（元/股） | 1.28 | 1.35 | 1.59 | 1.90 | 2.27 | | P/E（现价&最新摊薄） | 26.62 | 25.32 | 21.44 | 17.99 | 15.05 | [Table_T ...