海正药业2026年第一季度业绩快报，净利润同比大增超八成，完成重大资产转让
2026年4月16日，浙江海正药业股份有限公司（证券代码：600267）披露了2026年第一季度业绩快报。公司本季度实现了营业利润、净利润的显著增长，并完成了重大资产转让事项，对业绩产生积极影响。
业绩亮点
- 营业总收入：23.90亿元，同比下降9.17%。收入下滑主要由于原全资子公司浙江省医药工业有限公司已完成100%股权转让，自2026年3月起不再纳入合并报表范围，因此相应减少了营业收入规模。
- 扣除医药经销业务后的营业收入：19.34亿元，同比上升8.38%。这一部分收入增长，主要得益于医药制剂产品销售的持续上升。
- 营业利润：4.84亿元，同比增长93.05%。
- 利润总额：4.82亿元，同比增长93.46%。
- 归属于上市公司股东的净利润：3.56亿元，同比增长83.13%。
- 扣除非经常性损益后的净利润：2.36亿元，同比增长29.43%。
- 基本每股收益：0.31元，同比增长82.35%。
- 加权平均净资产收益率：4.05%，同比增加1.75个百分点。
- 总资产：138.13亿元，较期初下降8.23%。主要因资产剥离所致。
- 归属于上市公司股东的所有者权益：89.48亿元，较期初增长3.96%。
- 每股净资产：7.46元，较期初增长3.90%。
影响业绩的关键因素
- 资产转让：本季度公司完成了对浙江省医药工业有限公司100%股权的转让，该事项直接带来了大量非经常性损益，对公司净利润增长贡献显著。
- 主营业务增长：在剔除医药经销业务后，医药制剂产品销售持续增长，推动公司主营业务盈利能力提升。
- 生产管理优化：公司持续推进精益生产、工艺优化，实现降本增效，促使扣非净利润同比增长29.43%。
对股东与投资者的重要提示
- 重大资产转让：浙江省医药工业有限公司的100%股权已于本期完成转让，该事项属于公司重大资产结构调整，属于可能影响公司未来营收和利润结构的重大事项，具有高度价格敏感性，需投资者重点关注。
- 非经常性损益影响：本期净利润大幅增长主要受资产转让带来的非经常性损益拉动。剔除非经常性损益后，净利润同比增幅为29.43%，反映主营业务仍有较好增长，但增速明显低于总净利润。
- 未来数据变动风险：本次快报数据为初步核算数据，未经会计师事务所审计，最终数据以公司正式披露的2026年第一季度报告为准，相关数据可能存在差异，投资者需注意相关风险。
- 总资产下降：公司总资产本期下降8.23%，主要系资产剥离，投资者需关注公司资产结构和经营策略调整带来的长期影响。
结论
本次业绩快报显示，海正药业2026年第一季度实现了净利润大幅增长，尤其是资产转让对公司业绩带来重大正面推动。主营业务亦保持增长态势。资产结构调整、未来主营业务持续增长能力以及非经常性损益对利润的影响，是投资者需持续关注的重点。
免责声明
本新闻内容仅供参考，不构成任何投资建议。所有数据均为公司初步披露的业绩快报数据，未经审计，最终以公司正式披露的2026年第一季度报告为准。投资有风险，入市需谨慎。
Hisun Pharmaceutical Q1 2026 Earnings Flash Report: Net Profit Surges Over 80%, Major Asset Transfer Completed
April 16, 2026 — Zhejiang Hisun Pharmaceutical Co., Ltd. (Stock Code: 600267) released its preliminary earnings report for Q1 2026, highlighting a significant surge in operating profit and net profit, alongside the completion of a major asset transfer that positively impacted results.
Key Highlights
- Total Operating Revenue: RMB 2.39 billion, down 9.17% YoY. The decline was mainly due to the completion of the 100% equity transfer of its former subsidiary, Zhejiang Pharmaceutical Industry Co., Ltd., which has not been consolidated since March 2026, thus reducing revenue scale.
- Operating Revenue (excluding distribution business): RMB 1.934 billion, up 8.38% YoY, driven by continued growth in pharmaceutical preparation product sales.
- Operating Profit: RMB 483.53 million, up 93.05% YoY.
- Total Profit: RMB 482.46 million, up 93.46% YoY.
- Net Profit Attributable to Shareholders: RMB 355.69 million, up 83.13% YoY.
- Net Profit after Deducting Non-Recurring Gains and Losses: RMB 235.78 million, up 29.43% YoY.
- Basic Earnings per Share: RMB 0.31, up 82.35% YoY.
- Weighted Average Return on Equity: 4.05%, up 1.75 percentage points YoY.
- Total Assets: RMB 13.81 billion, down 8.23% from the start of the period, mainly due to asset disposal.
- Shareholders’ Equity: RMB 8.95 billion, up 3.96% from the start of the period.
- Net Assets per Share: RMB 7.46, up 3.90% from the start of the period.
Key Drivers of Performance
- Asset Transfer: The company completed the 100% equity transfer of Zhejiang Pharmaceutical Industry Co., Ltd. this quarter. This major asset disposal resulted in significant non-recurring income, substantially boosting net profit.
- Main Business Growth: Excluding the distribution business, pharmaceutical preparation sales continued to grow, supporting improved profits from core operations.
- Production Optimization: The company continued to advance lean production and process optimization, reducing costs and increasing efficiency, which helped drive a 29.43% YoY increase in net profit after non-recurring items.
Key Points for Shareholders and Investors
- Major Asset Disposal: The completion of the 100% equity transfer of Zhejiang Pharmaceutical Industry Co., Ltd. marks a significant structural adjustment, with potential long-term impact on revenue and profit structure. This is highly price-sensitive and should be closely monitored by investors.
- Impact of Non-Recurring Gains: The sharp rise in net profit was mainly driven by one-off gains from the asset transfer. Excluding non-recurring items, net profit growth was 29.43%, showing solid, though less dramatic, core business growth.
- Potential Data Adjustment: The reported figures are preliminary and unaudited. Final numbers will be released in the official Q1 2026 financial report and may differ. Investors should be aware of this risk.
- Declining Total Assets: Total assets fell by 8.23% due to the asset sale. Investors should monitor the long-term impact of the company’s evolving asset structure and business strategy.
Conclusion
The Q1 2026 flash report shows Hisun Pharmaceutical delivered a strong surge in net profits, mainly due to a major asset transfer, while core pharmaceutical sales continued to grow. Investors should focus on the company’s asset structure adjustment, sustainability of core business growth, and the impact of non-recurring items on future earnings.
Disclaimer
This news article is for informational purposes only and does not constitute investment advice. All data are based on the company’s preliminary earnings release and are unaudited. Final results will be disclosed in the official Q1 2026 financial statement. Investing involves risks. Please proceed with caution.
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