国药控股中期报告 2024

200312009901099.HK 140 341 542 744 2445 3448 39 38511115200023 www.sinopharmgroup.com.cn H 183171712-1716 01099 2881601 385200023 (+86 21) 2305 2666ir@sinopharm.com/sinopharm@wsfg.hk 20248 2320249 13202420249 132025 C3 2024630 AB A 2024 202461.685.0%5.3%4.7%1.5%0.7% 202420241-611,735.756,363.84 2024 20246294,726.812.07%5,899.2214.42%3,703.889.76%. 226,494.010.47%74.10%1.7358,494.307.08%19.14%1.0716,557.846.43%5.42%0.26 4.21%2.88%0.081.33%0.010.36%0.1173 202437050%2024500 226,494.010.47%0.212.75% 20% 58,494.307.08%1.072.25%0.89IVD SPD20246SPD28SPD311482 202416,557.846.43%0.281.55% 202320%C2024612,366202325710,70220231861,6642023711,1512023245,76420231,65520242024 1060 4.57%0.36% 5,00036 2024 DRGs/DIPSPD 34 294,726.816,223.472.07% 5,899.22994.0214.42%3,703.88400.569.76% 1.199.85% 294,726.8120236 30300,950.282.07% •226,494.0120236 30225,432.950.47%74.10% •58,494.3020236 3062,953.597.08%19.14% •16,557.8420236 3017,696.516.43%5.42% •4,105.3720236 305,409.1024.10% 272,783.5220236 30277,679.601.76% 21,943.3020236 3023,270.685.70% 20246307.45%20237.73% 150.6020236 30252.2140.29% 8,479.2220236 308,433.810.54% 3,915.1620236 303,967.751.33% 20236301.32%1.33% 8,221.6320236 309,581.3814.19% 179.0720236 30129.95309.02 3.0820236 301.754.83 1,073.8720236 301,417.83343.96 623.0320236 30571.309.05% 1.6920236 302.9843.29% 1,697.2720236 301,972.8013.97%202363022.25%202463022.34% 5,899.2220236 306,893.2314.42%20232.00%2.29% 3,703.8820236 304,104.449.76%400.56 2,195.3420236 302,788.7921.28% 43,331.77202312 3163,808.54 40,993.6720236 3043,326.42 1,038.5120236 301,180.48 21,551.7620236 3021,295.99255.77 2,725.5020236 30988.151,737.35 60 20246 30 20246 30335,345.97202312 31294,573.27218,234.44202312 31148,120.8220246 3079,688.78202312 3154,730.4515,925.362023123113,834.04202463020246 302.85%202312312.82% 20246 3071.50%2023 12 3168.62%20246 30 20246 30240,996.0720231231184,432.5418 (i)(ii)(iii)(iv) 20246 303,690.42202312 311,826.629,902.91202312 3111,011.085.95202312 318.30 2024630 20246 30113,63520236 30113,362 11 5200099903320202432024820249 5320081220181201812022900002860051120229202486004202024820249 523119937200591994006566001960219602696Gland Pharma LimitedGLANDGLAND20031New Frontier Health Corporation20221600429 3920097200982014112014112021820221200570600129 41200862022620087201510201510201782022420225202212202392023920221120234 5220071220025(CEO)199592016520179300452000950 593630EMBA1987720091260081220091220091220181Nature’s Sunshine Products IncNASDAQNATR2021320131020181201812021320216 481996720022Columbia Southern University1996720152F. Hoffmann-La Roche AG201872020420204202410169620206 58198719922005201812212019MBAAMBA & BGA605266 6119986(MPA)301987720009200092007122007122023220209 5923076885160120222 1020222 1420209 52271995619957199812199812201412020660064260389920209 56EMBA30GE HealthcareDentsply Sirona20236 53200712(CPA)(ACCA)20005199272000520193202132021620201020228GLAND 54301991719946199461998101998102022220222201492020920209 501999719997201932019320222202222023620239 5219872019202012021320226 17 50201212(CPA)(CIA)30200022006620067202232022420209 46202011201811 53311992719927200212200312006720067201012201112017820121220181201662018120181 48232001420014200522005220108201082021320161202132021320249 54199371993720045200462019120166201792018320181220191 (1)20248 27(2)20248 27(3)20249 13(4)20249 14 13.51B(1) 20246 30XV352 1.(www.hkexnews.hk)20246 303,120,656,191H20246 301,341,810,740H 2.2024827 20246 30XV352 20246 30336 (www.hkexnews.hk) (1)1,571,555,953(2)1,571,555,95351%(3)49%(4)35.84%(5)100%0.22%(6)73.35%(7)100%(8)85.29%0.01%0.004%(9)Citigroup Inc.68,610,722H65,488,068H5,048,079H(10)BlackRock, Inc.77,314,756H1,382,000H(11)FMR LLC161,576,874H(12)Lazard Asset Management LLC109,197,954H(13)JPMorgan Chase & Co.93,753,504H10,856,295H61,158,753H1,178,760H10,040H20,549,656H8,284,641H8,116,353H168,288H(14)20246 303,120,656,191H20246 301,341,810,740H20246301,778,845,451 20246 30336 2024630 20246 13202320248 13202312312,714,971 20246302023630 20246 30 (http://www.sinopharmgroup.com.cn)(http://www.hkexnews.hk) PricewaterhouseCoopers22/F, Prince’s Building,Central, Hong KongTel: +852 2289 8888Fax: +852 2810 9888pwc.com 4084343434 2410 34 1. 10.86991,637,037,451H204,561,10224.9727.30H149,000,000H4,026,710,0003,567,383,000 385 (1)(2)(3)(4) 2. (1) 34 2. (2) 161177 3. 4. (i) 4. (ii) 4. (iii) •1•12•3 4. (iv) 5. (i) (ii) (iii) (iv) 5. 8 5. (i) 5. (i) 5. (ii) 5. 10% 6. 6. 7. 8. 11. (i) (ii)8%8%12%20%12%20%17,38116,540 23 (iii)5%12%5%12% 13. 25%15% 16.5%16.5%2018/20192,000,0002,000,0008.25%16.5% 14. 3,120,6563,120,656 20246302023630 15. 0.872,714,971 17. 17. 18. 30210 19. 20. 202111 33,000,0002,8082,997,192202111 320241133.20%2024630 20243 830,000,0003,000,0002,8342,997,166202412 32.10%2024630 20244 2430,000,0003,000,0002,6042,997,396202412 271.82%2024630 20