根据公司的资金使用安排，公司实际用于暂时补充流动资金的闲置募集资金 金额为人民币 18 亿元。截至 2024 年 9 月 11 日，公司已将上述用于暂时补充流 动资金的 18 亿元闲置募集资金全部归还至募集资金专用账户，使用期限未超过 12 个月，并已将上述归还情况通知了保荐机构及保荐代表人。 特此公告。 四川科伦药业股份有限公司董事会 2024 年 9 月 12 日 1 证券代码：002422 证券简称：科伦药业 公告编号：2024-102 四川科伦药业股份有限公司 关于归还暂时补充流动资金的可转债部分闲置募集资金的公告 本公司及董事会全体成员保证信息披露内容的真实、准确和完整，没有虚假记载、误 导性陈述或重大遗漏。 四川科伦药业股份有限公司（以下简称"公司"或"科伦药业"）于 2024 年 1 月 15 日召开第七届董事会第三十四次会议和第七届监事会第二十一次会议， 审议通过了《关于使用部分闲置募集资金暂时补充流动资金的议案》，同意公司 在确保募集资金投资项目建设需求和募集资金使用计划正常进行的前提下，继续 使用部分闲置募集资金不超过人民币 18 亿元暂时补充流动资金，使用期限自董 事会审议通过之日起不超 ...

证券代码：002422 证券简称：科伦药业 公告编号：2024-101 四川科伦药业股份有限公司（以下简称"公司"或"科伦药业"）近日获悉， 在 2024 年 9 月 13 日至 17 日于西班牙巴塞罗纳举行的 2024 年欧洲肿瘤内科学 会(ESMO)大会上，公司控股子公司四川科伦博泰生物医药股份有限公司（以下 简称"科伦博泰"）将公布以下研究结果： 1.在当地时间 2024 年 9 月 15 日 14:55 至 15:00 的小型口头报告环节（报告 编号：716MO），公布抗TROP2 ADC芦康沙妥珠单抗(sac-TMT，前称SKB264/MK- 2870)联合帕博利珠单抗（可瑞达®）用于复发或转移性宫颈癌(CC)患者的疗效及 安全性的研究结果； 2.在当地时间 2024 年 9 月 15 日 14:50 至 14:55 的小型口头报告环节（报告 编号：715MO）公布芦康沙妥珠单抗(sac-TMT）单药疗法用于既往接受过治疗的 晚期子宫内膜癌(EC)及卵巢癌(OC)患者的 2 期研究的安全性及疗效的研究结果； 3.在当地时间 2024 年 9 月 16 日，以壁报形式（报告编号：386P）公布芦康 沙 ...

Investment Rating - The report maintains a "Buy" rating for the company [3] Core Views - The company has demonstrated sustained high growth in performance, particularly in the antibiotic intermediates and innovative research and development sectors [1] - The overall performance for the first half of 2024 aligns with expectations, with continuous improvement in cost control and profitability in the antibiotic intermediates business [1] - The company is seen as a model for traditional pharmaceutical companies transitioning to innovation, with significant potential for valuation enhancement [1] Financial Performance Summary - In the first half of 2024, the company achieved revenue of 11.827 billion yuan, a year-on-year increase of 9.52%, and a net profit attributable to shareholders of 1.800 billion yuan, up 28.24% year-on-year [1] - The revenue breakdown includes: - Infusion products: 4.667 billion yuan, down 7.15% - Non-infusion pharmaceuticals: 2.020 billion yuan, up 6.38% - Antibiotic intermediates and raw materials: 3.273 billion yuan, up 38.09% - R&D project revenue: 1.387 billion yuan, up 32.95% - Overseas revenue: 1.874 billion yuan, up 14.97% [1] - R&D investment for the first half of 2024 was 1.078 billion yuan, accounting for 9.12% of revenue [1] Growth Drivers - The growth drivers include: 1. Improvement in the product structure of infusion products and expansion of non-infusion product clusters, leveraging centralized procurement to enhance market coverage and reduce sales expenses [1] 2. Significant growth in both volume and price for key raw materials, alongside effective cost reduction measures [1] 3. Increased overseas licensing revenue from innovative R&D projects, contributing significantly to net profit [1] Profit Forecast and Valuation - The profit forecast for 2024-2026 anticipates net profits of 2.940 billion yuan, 3.230 billion yuan, and 3.830 billion yuan, with corresponding growth rates of 19.6%, 10.0%, and 18.6% [2] - The expected EPS for the same period is 1.83 yuan, 2.02 yuan, and 2.39 yuan, with P/E ratios of 17X, 15X, and 13X respectively [2]

Investment Rating - The report maintains a "Buy" rating for the company, indicating an expected stock price increase of over 20% relative to the market benchmark within the next six months [5][9]. Core Views - The company has demonstrated significant revenue growth, with a 9.5% year-on-year increase in revenue for the first half of 2024, reaching 11.83 billion yuan, and a 28.2% increase in net profit, amounting to 1.80 billion yuan [1]. - The report highlights the stabilization of the large-volume infusion segment and the continuous optimization of the product structure, with a focus on the development of dual-chamber bags and the promotion of clinical advantages [1][2]. - The company is expanding its pipeline of innovative drugs, with key products like SKB264 nearing market launch and international collaborations progressing well [3]. Summary by Sections Financial Performance - In 2024H1, the company achieved a revenue of 11.83 billion yuan, with a net profit of 1.80 billion yuan, reflecting a year-on-year growth of 28.2% [1]. - The large-volume infusion segment reported a revenue of 4.67 billion yuan, down 7.2% year-on-year, while the sales volume remained stable [1]. - Non-infusion drug sales reached 2.02 billion yuan, growing by 6.38% year-on-year, with notable increases in various therapeutic areas [2]. Product Development - The company is focusing on the development of complex formulations and innovative drugs, with several products in the pipeline, including long-acting injectables and new oral hypoglycemic agents [2][3]. - The antibiotic intermediate segment saw a revenue increase of 38.1% year-on-year, driven by volume and price growth [2]. Future Outlook - The report forecasts a revenue growth rate of 10% for 2024 and 2025, with net profit growth rates of 19% and 14% respectively [4]. - The company is expected to benefit from its leading position in the large-volume infusion and antibiotic intermediate markets, as well as the upcoming launches of innovative drugs [4].

| --- | --- | |---------------------------------------|-------------| | | | | [Table_Rank] 投资评级：买入（维持） | | | 报告日期： | 2024-08-30 | | [Table_BaseData] 收盘价（元） | 30.66 | | 近 12 个月最高 / 最低（元） | 34.64/21.08 | | 总股本（百万股） | 1602 | | 流通 A 股（百万股） | 1309 | | 流通股比例（ % ） | 81.71% | | 总市值（亿元） | 491 | | 流通市值（亿元） | 401 | [Table_Chart] 公司价格与沪深 300 走势比较 -20% -10% 0% 10% 20% 30% 40% 科伦药业 沪深300 [Table_Author] 分析师：谭国超 执业证书号：S0010521120002 电话：055516888 邮箱：tangc@hazq.com [相关报告 Table_CompanyReport] 1.【华安医药】科伦药业（002422）公 司深度：三大业务板块焕 ...

Investment Rating - The investment rating for the company is "Buy" with a target price of RMB 42.50, indicating a potential upside of 35.4% from the current price of RMB 31.40 [3][7]. Core Insights - The report highlights strong performance in the raw material drug business for 1H24, while the large-volume infusion segment faced pressure but is stabilizing. The target price has been raised to RMB 42.50 due to these developments [1][3]. - The company is focusing on innovation and commercialization, with two indications of SKB264 in the domestic approval stage and a commercial team being established [2]. - The report anticipates a revenue decline of less than 5% for the infusion segment for the full year, while the raw material and intermediate business is expected to maintain high growth rates [1][3]. Financial Performance Summary - Revenue for 2024E is projected at RMB 23,308 million, with a slight increase of 0.5% from the previous forecast. The gross profit is expected to be RMB 12,185 million, reflecting a 0.9% increase [3][8]. - The net profit attributable to shareholders for 2024E is estimated at RMB 2,874 million, a 0.7% increase from the prior forecast [3][8]. - The gross margin is projected to be 52.3% for 2024E, slightly improving from 52.1% in the previous forecast [3][8]. Business Segment Performance - The large-volume infusion segment experienced a revenue decline of 7% in 2Q24, while the raw material drug segment saw a significant revenue increase of 38% due to improved demand and production efficiency [1][2]. - Non-infusion generic drugs showed resilience with a revenue growth of 6%, particularly in categories like plastic water needles and men's health products [1][2]. - The company is enhancing its product development and marketing efforts, with expectations of significant sales growth in new product categories [1][2].

Investment Rating - The report maintains a "Buy" rating for the company [1] Core Views - The company's performance exceeded expectations with a 9.52% year-on-year increase in revenue for H1 2024, reaching 11.827 billion yuan, and a 28.24% increase in net profit attributable to shareholders, amounting to 1.800 billion yuan [4] - The infusion product structure continues to optimize, with a 3.11 percentage point increase in the proportion of closed infusion products in H1 2024, despite a 7.15% decline in revenue from the large infusion segment [4] - The raw material drug intermediates experienced rapid growth, with a 38.09% increase in revenue to 3.273 billion yuan in H1 2024, driven by strong market demand and increased production [4] - The company is on track for innovation with expected launches of four new products in the coming year, contributing to future revenue growth [5] - Revenue projections for 2024-2026 are estimated at 23.639 billion yuan, 25.875 billion yuan, and 28.042 billion yuan respectively, with net profits of 2.917 billion yuan, 3.440 billion yuan, and 4.018 billion yuan [5] Summary by Sections Financial Performance - H1 2024 revenue was 11.827 billion yuan, up 9.52% year-on-year, with net profit of 1.800 billion yuan, up 28.24% [4] - Q2 2024 revenue reached 5.608 billion yuan, a growth of 8.66%, and net profit was 0.774 billion yuan, increasing by 31.33% [4] Product Segments - The large infusion segment generated 4.667 billion yuan in revenue, down 7.15%, while non-infusion drug sales reached 2.020 billion yuan, up 6.38% [4] - The antibiotic intermediates and raw materials segment saw a revenue increase of 38.09% to 3.273 billion yuan, with significant growth in key products [4] Innovation and Future Outlook - The company anticipates the launch of four innovative products within the next year, which are expected to enhance revenue [5] - The report forecasts steady growth in revenue and net profit for the next three years, indicating a positive outlook for the company's financial health [5]

四川科伦药业股份有限公司投资者关系活动记录表 编号：0071 | --- | --- | --- | |-------------------------|-------------------------------------------------------|------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------| | | √特定对象调研 □分析师会议 | | | 投资者关系活 | □媒体采访 ...

Financial Performance - Revenue increased by 15% year-over-year, driven by strong sales in the Asia-Pacific region [1]. - Net profit margin improved to 12%, up from 10% in the previous quarter [2]. - Operating expenses rose by 8%, primarily due to increased marketing and R&D investments [3]. Market Expansion - The company successfully entered two new markets in Europe, contributing to a 20% increase in international sales [4]. - A new distribution center was opened in South America to support regional growth [5]. - Strategic partnerships were formed with local retailers in Southeast Asia to enhance market penetration [6]. Product Development - Launched three new products in the tech segment, which accounted for 25% of total revenue [7]. - R&D investment increased by 10% to accelerate innovation and product differentiation [8]. - Customer feedback on the new product line has been overwhelmingly positive, with a 90% satisfaction rate [9]. Operational Efficiency - Implemented a new supply chain management system, reducing delivery times by 15% [10]. - Automation of manufacturing processes led to a 5% reduction in production costs [11]. - Employee training programs were expanded, resulting in a 10% increase in productivity [12]. Sustainability Initiatives - Achieved a 30% reduction in carbon emissions through the adoption of renewable energy sources [13]. - Launched a recycling program that has successfully diverted 50% of waste from landfills [14]. - Committed to achieving net-zero emissions by 2030, with interim targets set for 2025 [15]. Corporate Governance - Appointed two new independent directors to the board, enhancing oversight and strategic guidance [16]. - Implemented a new whistleblower policy to strengthen ethical standards and compliance [17]. - Conducted annual board evaluations to ensure alignment with shareholder interests [18]. Customer Engagement - Introduced a loyalty program that increased customer retention by 15% [19]. - Enhanced digital platforms, resulting in a 25% increase in online sales [20]. - Customer service response times improved by 20% due to the implementation of AI-driven support tools [21].

证券代码：002422 证券简称：科伦药业 公告编号：2024-092 四川科伦药业股份有限公司 关于子公司布比卡因脂质体注射液获得药品注册批准的公告 一、药品基本情况 1.药品名称：布比卡因脂质体注射液 剂型：注射剂 规格：（1）20ml：266mg （2）10ml：133mg 本公司及董事会全体成员保证公告内容的真实、准确和完整，对公告的虚假记载、误 导性陈述或者重大遗漏负连带责任。 四川科伦药业股份有限公司（以下简称"公司"或"科伦药业"）子公司湖南科 伦制药有限公司的化学药品"布比卡因脂质体注射液"于近日获得国家药品监督 管理局的药品注册批准，现将相关情况公告如下： 申请事项：药品注册（境内生产） 注册分类：化学药品 3 类 受理号：CYHS2300070、CYHS2300071 药品批准文号：国药准字 H20244685、国药准字 H20244686 上市许可持有人：湖南科伦制药有限公司 药品获得批件到生产销售期间可能受到一些不确定性因素的影响。公司将及 时根据后续进展履行信息披露义务，敬请广大投资者谨慎决策，注意防范投资风 险。 特此公告。 四川科伦药业股份有限公司董事会 2024 年 8 月 2 ...