2025 年 05 月 13 日 行业日报 看好/维持 医药 医药 太平洋医药日报（20250513）：诺和诺德 Sogroya 三期临床成功 ◼ 走势比较 ◼ 子行业评级 | 化学制药 | 无评级 | | --- | --- | | 中药生产 | 无评级 | | 生物医药Ⅱ | 中性 | | 其 他 医 药 医 | 中性 | | 疗 | | 相关研究报告 <<太平洋医药日报（20250509）：GSK 在研小分子linerixibat三期临床成 功>>--2025-05-13 <<迈瑞医疗点评报告：海外高速增 长，看好国内全年复苏>>--2025-05- 12 <<联影医疗点评报告：国内市占率持 续提升，海外高速增长>>--2025-05- 12 证券分析师：周豫 近日，诺和诺德（Novo Nordisk）公布了篮式 3 期临床试验 REAL8 的 积极数据，数据显示，每周一次使用 Sogroya（somapacitan）在改善小于 胎龄儿（SGA）、努南综合征（NS）或特发性矮小（ISS）患儿的青春期前 年生长速率方面，与每日一次使用的生长激素 Norditropin（somatropin） 相比，达到非 ...

Group 1 - Shengyi Electronics plans to repurchase shares with a total amount between 50 million and 100 million yuan, at a price not exceeding 43.02 yuan per share, for employee stock ownership plans [1] - Guoyao Modern's subsidiary has passed the consistency evaluation for the quality and efficacy of a generic drug, which is used for treating severe infections [1] - Tianhe Magnetic Materials' subsidiaries have obtained project filing notices for high-performance rare earth permanent magnet projects, with total investments of 100 million yuan and 50 million yuan respectively [1][2] Group 2 - Dream Lily intends to repurchase shares with an amount between 85 million and 170 million yuan, at a price not exceeding 10.90 yuan per share, supported by a loan commitment of up to 150 million yuan [3] - Weifu High-Tech has received a loan commitment of up to 135 million yuan from a financial institution for share repurchase [3] Group 3 - Lu'an Environmental Energy reported a coal sales volume of 4.51 million tons in April, a year-on-year increase of 17.75% [5] - *ST Tianshan reported a significant decline in livestock sales and revenue, with a revenue of 70,500 yuan in April, down 95.68% year-on-year [7] Group 4 - Feirongda announced a cash dividend of 0.38 yuan per 10 shares, with a total distribution of 21.9 million yuan [8] - Zhejiang Rongtai's shareholders and executives plan to reduce their holdings by up to 1.93% of the company's shares [9] Group 5 - Changhua Group's subsidiary won the land use rights for an industrial site in Ningbo for 27.05 million yuan, intended for manufacturing and related business [11] - Zejing Pharmaceutical's new drug application for a treatment for severe alopecia has been accepted by the regulatory authority [13][14] Group 6 - Hainan Mining plans to distribute a cash dividend of 0.8 yuan per 10 shares, totaling 1.59 billion yuan [15] - China Jushi plans to distribute a cash dividend of 0.24 yuan per share, totaling 9.61 billion yuan [16] Group 7 - Zhengzhong Design's subsidiary has obtained a utility model patent for an acrylic signage guide [18] - Rundu Co., Ltd. received approval for a veterinary drug product, which is intended for treating bacterial diseases in livestock [20] Group 8 - Emei Mountain A announced the resignation of its general manager due to work reasons [22] - Tonghua Dongbao's insulin injection has received a registration certificate in Nicaragua, allowing for sales in that market [23] Group 9 - Dizu Fashion's subsidiary has completed the registration of a private equity investment fund [24] - Ningbo Gaofa plans to increase capital by 60 million yuan in its subsidiary for operational needs [26] Group 10 - Haichuan Intelligent has obtained two utility model patents for material handling devices [27] - Newland's subsidiary signed a deep cooperation agreement with Alibaba Cloud for AI model applications [29] Group 11 - Rui Neng Technology's controlling shareholder plans to reduce its stake by up to 2.89% [30] - Guomai Culture intends to repurchase shares between 50 million and 100 million yuan for capital reduction [31] Group 12 - Shaanxi Construction won major construction projects totaling 7.88 billion yuan in April [32] - Hanyu Pharmaceutical signed a joint development agreement for a new peptide drug with a partner [34] Group 13 - Yunnan Copper is planning to acquire a 40% stake in Liangshan Mining, leading to a stock suspension [35] - Haizheng Pharmaceutical plans to repurchase shares between 50 million and 100 million yuan for employee stock ownership [36] Group 14 - Tianqiao Hoisting's controlling shareholder plans to increase its stake by 75 million to 150 million yuan [37] - Tiandi Online's controlling shareholder is transferring shares to introduce a strategic investor [38] Group 15 - Hongchang Technology plans to invest 15 million yuan in a joint venture with a partner [39] - Rabbit Baby's subsidiary is preparing for an IPO in Hong Kong [41] Group 16 - Wol Nuclear Materials is planning to issue H-shares for listing in Hong Kong [42] - Tangyuan Electric plans to raise up to 864 million yuan through a private placement for various projects [43] Group 17 - Tongrun Equipment's major shareholders plan to reduce their holdings by up to 2% [44] - Linzhou Heavy Machinery plans to raise up to 600 million yuan through a private placement [46] Group 18 - China Merchants Securities announced the resignation of its vice president [47] - Shangsheng Electronics plans to issue convertible bonds to raise up to 330 million yuan for various projects [48] Group 19 - Longda Co., Ltd.'s major shareholder plans to reduce its stake by up to 1% [49] - China Medical plans to acquire 100% of Jinsui Technology for 302 million yuan [50] Group 20 - Silek has signed a strategic cooperation agreement with a battery manufacturer [51] - Boyun New Materials' major shareholder plans to reduce its stake by up to 3% [53]

Core Viewpoint - Chengyi Pharmaceutical reported significant growth in revenue and net profit for 2024 and Q1 2025, highlighting its strategic focus on marine biomedicine and integrated drug production [1] Financial Performance - In 2024, the company's revenue reached 714 million yuan, a year-on-year increase of 6.36%, while the net profit attributable to shareholders was 201 million yuan, reflecting a substantial growth of 23.21% [1] - For Q1 2025, revenue was 186 million yuan, showing a year-on-year growth of 21.26%, and net profit was 45.79 million yuan, up 40.10% compared to the previous year [1] - The company plans to distribute a cash dividend of 2.5 yuan per 10 shares, totaling approximately 79.42 million yuan, alongside a share buyback of 67.26 million yuan, amounting to a total of 147 million yuan, which represents 73.09% of the net profit [1] Product and Market Development - Revenue from joint disease medications in 2024 was 502 million yuan, marking a year-on-year increase of 23.41%, with Q1 2025 revenue at 143 million yuan, a significant rise of 49.62% [1] - Chengyi Pharmaceutical is the first listed company in Zhejiang Province focusing on marine biomedicine, with its core product, glucosamine hydrochloride, sourced from chitin derived from crab and shrimp shells, establishing itself as a major supplier in China [1] - The company has six domestic health food products, with the new "Haicuiwei Fish Oil Soft Capsule" expected to complete registration and launch by December 2024 [1] Strategic Initiatives - Chengyi Pharmaceutical is actively developing a production capacity project for 1,000 tons of super fish oil EPA and is pushing for the application of new drugs such as EPA soft capsules [1] - During the reporting period, several products, including lidocaine injection and amikacin sulfate injection, passed consistency evaluations, while new products like calcitriol soft capsules and levocarnitine injection received approval [1] - The company aims to focus on four major industrial sectors and deepen its integrated strategy of "raw materials + formulations" [1]