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  4月16日晚间,浙江海正药业股份有限公司(简称:海正药业)公布2025年第一季度报告。数据显示,公司一季度实现营业收入26.32亿元、净利润1.94亿元;扣非净利润1.82亿元,同比增长36.94%,创一季度历史新高。而此前不久,公司发布2024年年报,成功实现扭亏为盈。

  海正药业2025年提出“亮剑2025,打赢三大战役”的目标,今年成为亮剑突围、质变发展的关键之年。一季度海正药业“亮剑”成效初显,集中精力做实做强主营业务,有效推动公司各项工作实质性地再上新台阶。

  近期,北京、深圳陆续出台创新药相关政策,鼓励创新药产业发展。而作为一家拥有近70年发展历史的老牌药企,海正药业在巩固旗下第一个1类创新药海博麦布片的优势外,还积极推进创新药布局与发展,其投资参股的吉盛澳玛公司年初入驻海正药业全球营销中心办公楼,进一步巩固双方在创新药领域的深度合作;与AI制药公司达成战略合作,助力新药研发突破技术壁垒,引进AI领域高层次人才,努力搭建人工智能平台,积极赋能创新药物研发全流程。

  此外,海正药业发力宠物药等新兴业务,打造销售增长的抓手。公司开年推出2025年首个重磅动保产品——犬猫专用口服干混悬剂型抗生素“克维舒”,为医生和宠物主人提供更多产品选择;2月重磅推出首款猫三联产品“海妙哆”,助力国产替代,迈向新的里程碑;宠物驱虫明星产品“海乐旺”3月成功登陆越南市场,实现动保外贸业务从0到1的重大突破,为公司未来在东南亚乃至全球市场的拓展奠定坚实基础。

  海正药业不仅注重增强自身创新力,亦重视对外合作交流。一季度与复旦大学、浙江工业大学等展开合作交流,助力自身研发能力提升;联合中国香妆协会召开《中国化妆品原料发展趋势》项目结题会,以合成生物学技术赋能美妆原料创新;与飞书达成战略合作,以提升自身经营管理效率与能力;通过创新营销方式推广旗下产品,如“伊索佳”携手京东买药平台守护马拉松跑者关节健康、宠物驱虫药组合“喜妙”(喜倍安+海乐妙)和“喜旺”(喜倍安+海乐旺)顺利通关老爸抽检等。

  强大的生产力作为海正药业核心竞争力之一,在今年一季度亦取得实质性进展。美卓乐于3月完成首批地产化产品商业发货,至此海正药业与辉瑞签署的5款原研药品全部完成本地化生产及供货,彰显其在原研地产化领域的硬实力;同月,海正药业旗下瀚晖工厂以“零缺陷”优异成绩通过2025年度FDA检查;生产制造能力再上新台阶。

  2025年一季度已顺利走过,展望未来,海正药业将秉承“正心好药成就健康梦想”的使命,提供更多高质、安全、健康的产品,以高质量增长回馈股东信任,为中国医药产业转型升级贡献更多“海正力量”。

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