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普洛药业:CDMO业务已成为公司业绩增长的主要引擎
Zheng Quan Ri Bao Wang· 2026-01-09 14:11
证券日报网讯1月9日,普洛药业(000739)在互动平台回答投资者提问时表示,公司股价受宏观环境、 政策形势、行业周期和经营业绩等多种因素影响,近期公司股价较为平稳。公司始终坚持价值创造和价 值共享的理念;一方面,公司加快推进战略转型升级,持续强化核心竞争力,其中,CDMO业务保持持 续增长,现已是公司毛利最高的板块,并已成为公司业绩增长的主要引擎,将有力推动公司经营业绩持 续向好;另一方面,公司一直非常重视投资者回报,持续以现金分红和回购注销等举措实实在在地提升 股东回报,诚心让广大投资者共享公司发展成果。 ...
普洛药业:CDMO业务现已是公司毛利最高的板块,并已成为公司业绩增长的主要引擎
Sou Hu Cai Jing· 2026-01-09 13:20
针对上述提问,普洛药业回应称:"投资者您好!公司股价受宏观环境、政策形势、行业周期和经营业 绩等多种因素影响,近期公司股价较为平稳。公司始终坚持价值创造和价值共享的理念;一方面,公司 加快推进战略转型升级,持续强化核心竞争力,其中,CDMO业务保持持续增长,现已是公司毛利最高 的板块,并已成为公司业绩增长的主要引擎,将有力推动公司经营业绩持续向好;另一方面,公司一直 非常重视投资者回报,持续以现金分红和回购注销等举措实实在在地提升股东回报,诚心让广大投资者 共享公司发展成果。感谢您的关注!" 有投资者在互动平台向普洛药业提问:"公司业绩、回购的等方案都在行业中值得肯定,但股价得不到 投资人的肯定,管理层有没有想过其中原因?" 声明:市场有风险,投资需谨慎。本文为AI基于第三方数据生成,仅供参考,不构成个人投资建议。 来源:市场资讯 ...
2026A股潜力王!10朵高景气金花出炉,政策+业绩双驱动
Sou Hu Cai Jing· 2026-01-07 08:41
2026A股潜力王!10朵高景气金花出炉,政策+业绩双驱动 炒股的朋友都懂,选对赛道比埋头苦干管用多了!2026年作为"十五五"开局之年,A股市场早就暗流涌动,政策向新兴产业倾斜、技术突破不断涌现,不少 低估值龙头已经悄悄蓄力。身边不少老股民都在问:今年到底该盯哪些方向?哪些公司既有政策撑腰,又有业绩硬支撑,能稳稳拿到翻倍收益? 其实答案就藏在国家重点扶持的高景气赛道里——工信部明确要打造集成电路、新能源、生物医药等新兴支柱产业,这些领域里的优质标的,就是未来1年 最有潜力的"宝藏股"。 2. 北方华创(002371):半导体设备领军者,覆盖刻蚀、沉积等核心环节,国内市占率领先,订单饱满,PEG仅1.2; 6. 中国长城(000066):信创硬件核心,PKS体系龙头,2025年涨幅仅15%,PE约28倍处历史低位,资产整合预期强; 10. 德生科技(002908):数据要素+数字经济标的,社保服务+数据确权双轮驱动,2026年政策落地加速,小市值高弹性。 一、筛选逻辑:不碰概念,只认3个硬标准 这10只标的不是随便挑的,而是围绕"政策支持+业绩确定性+估值合理"三个核心筛选,每一条都有权威依据: - 政策硬支 ...
百诚医药:12月19日召开董事会会议
Mei Ri Jing Ji Xin Wen· 2025-12-19 10:15
截至发稿,百诚医药市值为59亿元。 每经头条(nbdtoutiao)——海南封关首日直击:为中国探路,全球最大自贸港如何重塑开放边界? (记者 曾健辉) 每经AI快讯,百诚医药(SZ 301096,收盘价:54.12元)12月19日晚间发布公告称,公司第四届第七次 董事会会议于2025年12月19日在公司会议室以现场结合通讯的方式召开。会议审议了《关于确认董事会 审计委员会成员及召集人的议案》等文件。 2025年1至6月份,百诚医药的营业收入构成为:CRO业务占比86.22%,商业化生产占比10.28%, CDMO业务占比3.5%。 ...
联化科技:公司医药业务坚持大客户战略
Zheng Quan Ri Bao Zhi Sheng· 2025-12-17 07:45
证券日报网12月16日讯 联化科技在12月16日回答调研者提问时表示,公司医药业务坚持大客户战略, 以CDMO业务模式为主,公司已与多家全球领先医药企业达成合作,同时公司积极拓展新客户,大力开 拓潜在的战略型、高粘度客户。目前,公司医药事业部已与一批国内外优质客户建立稳定商业联系,业 务合作覆盖范围持续扩大,合作程度不断深入。公司跟随客户业务管线布局公司产品管线,拓展公司技 术能力,未来随着公司与客户业务的不断深入,客户专利期内产品的持续推广,公司医药业务长期而言 将有望实现增长。 (编辑 丛可心) ...
百诚医药:员工战略配售资管计划计划减持公司股份不超过约55万股
Mei Ri Jing Ji Xin Wen· 2025-12-14 07:59
每经AI快讯,百诚医药(SZ 301096,收盘价:54元)12月14日晚间发布公告称,持有杭州百诚医药科 技股份有限公司股份约113万股(占公司总股本的1.0425%,总股本已剔除回购专户股份数约78万股, 下同)的股东富诚海富资管-杭州银行-富诚海富通百诚医药员工参与创业板战略配售集合资产管理计 划拟在本公告披露之日起15个交易日后的3个月内以大宗交易方式或集中竞价交易方式减持公司股份不 超过约55万股(占公司总股本的0.5077%)。 (记者 曾健辉) 截至发稿,百诚医药市值为59亿元。 每经头条(nbdtoutiao)——美股AI突变!OpenAI沦为"股价毒药",硅谷八巨头一夜蒸发3.8万亿元市 值,专家:看好谷歌,其拥有两项致胜"法宝" 本次拟通过员工战略配售资管计划减持的份额持有人为公司原董事、高级管理人员刘一凡女士及公司原 高级管理人员陈晓萍女士。刘一凡女士持有员工战略配售资管计划份额2205万元(占资管计划份额比例 为24.5%),即间接持有公司约28万股(占公司总股本0.2554%);陈晓萍女士持有员工战略配售资管 计划份额2178万元(占资管计划份额比例为24.2%),即间接持有公司约2 ...
百诚医药:楼金芳增持公司股份约93万股
Mei Ri Jing Ji Xin Wen· 2025-12-12 10:48
Group 1 - The core point of the article is that Baicheng Pharmaceutical has completed a share buyback plan, with a total of approximately 930,000 shares acquired, representing 0.85% of the company's total equity, for a total investment of approximately RMB 50.31 million [1] - As of the first half of 2025, Baicheng Pharmaceutical's revenue composition is as follows: CRO business accounts for 86.22%, commercial production accounts for 10.28%, and CDMO business accounts for 3.5% [1] - The current market capitalization of Baicheng Pharmaceutical is RMB 5.9 billion [1]
百诚医药:聘任陈树峰为公司董事会秘书
Mei Ri Jing Ji Xin Wen· 2025-11-21 11:44
Group 1 - The company Baicheng Pharmaceutical announced the resignation of Ms. Cheng Dandan from the positions of director and board secretary due to personal reasons, while she will continue to serve as the CFO [1] - Mr. Chen Shufeng has been appointed as the new board secretary following the nomination and approval by the board of directors [1] - The composition of the board ensures that the number of senior management personnel and employee representatives does not exceed half of the total number of directors [1] Group 2 - For the first half of 2025, Baicheng Pharmaceutical's revenue composition is as follows: CRO business accounts for 86.22%, commercial production for 10.28%, and CDMO business for 3.5% [1] - As of the report date, Baicheng Pharmaceutical has a market capitalization of 5.3 billion yuan [1]
百诚医药:11月21日召开董事会会议
Mei Ri Jing Ji Xin Wen· 2025-11-21 11:39
Group 1 - The core viewpoint of the article is that Baicheng Pharmaceutical held its fourth board meeting on November 21, 2025, to discuss the revision of the "Board Secretary Work Guidelines" [1] - For the first half of 2025, Baicheng Pharmaceutical's revenue composition was as follows: CRO business accounted for 86.22%, commercial production accounted for 10.28%, and CDMO business accounted for 3.5% [1] - As of the time of reporting, Baicheng Pharmaceutical had a market capitalization of 5.3 billion yuan [1]
奥浦迈(688293):业绩延续高速增长,培养基业务贡献业绩弹性
HUAXI Securities· 2025-11-13 14:59
Investment Rating - The investment rating for the company is "Accumulate" [5] Core Views - The company continues to experience rapid growth, with its cell culture media business contributing significantly to performance resilience. For the first three quarters of 2025, the company achieved revenue of 272 million yuan, a year-on-year increase of 25.79%, and a net profit attributable to shareholders of 69 million yuan, up 75.66% year-on-year [2][3] - The cell culture media business saw a revenue of 83 million yuan in Q3 2025, representing a year-on-year growth of 48%, driven by product development and market expansion both domestically and internationally. In contrast, the CDMO business experienced a revenue decline of 35% in the same quarter due to demand fluctuations [2] - The company is positioned as a leader in the domestic culture media market, benefiting from the robust growth of the domestic biopharmaceutical market and domestic substitution trends. The strategic alignment between the CDMO and culture media businesses is expected to support continued high growth in the coming years [3] Financial Summary - For the fiscal year 2025, the company is projected to generate revenue of 374 million yuan, with a year-on-year growth of 25.7%. The net profit attributable to shareholders is expected to be 69 million yuan, reflecting a significant increase of 230.1% year-on-year [4][8] - The gross profit margin is anticipated to be 55% in 2025, improving to 59.5% by 2027. The earnings per share (EPS) are forecasted to be 0.61 yuan in 2025, increasing to 1.29 yuan by 2027 [4][8] - The company’s price-to-earnings (PE) ratios are projected to be 95.83 for 2025, 64.98 for 2026, and 45.21 for 2027, indicating a decreasing trend as earnings grow [4][8]