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Porton Pharma Solutions (300363.SZ): The gross margin of the overseas market and the cornerstone Business Sector is overall quite stable.
On May 7th, Gelonghui reported that Porton Pharma Solutions (300363.SZ) stated in investor relations that the company's overall gross margin fluctuation was mainly affected by the domestic market and losses in new business. However, the gross margins of the company's overseas market and cornerstone Business sectors are relatively stable. In 2024, the gross margin for the core Active Pharmaceutical Ingredient business is approximately 33%, and the gross margin for the overseas market is 36%.
Porton Pharma Solutions (300363.SZ): The current tariff policies have limited impact on the company.
On April 30th, Gelonghui reported that Porton Pharma Solutions (300363.SZ) stated on the interactive platform that the changes in tariff policies are rapid and uncertain, and customers have not made substantial changes to their Business decisions due to tariff reasons. Currently, all of the company's products fall within the scope of this round of tariff exemptions, and the income from direct exports to the USA by the company over the past two years accounts for less than 5%. Therefore, the current tariff policies have a limited impact on the company. The company will closely monitor policy dynamics and maintain positive and good communication with customers.
Boteng shares: report for the first quarter of 2025
Porton Pharma Solutions (300363.SZ): A net loss of 4.2842 million yuan in the first quarter.
On April 24th, Gelonghui reported that Porton Pharma Solutions (300363.SZ) announced its Q1 2025 report, achieving revenue of 0.801 billion yuan, a year-on-year increase of 18.21%; the net income attributable to shareholders of the listed company was -4.2842 million yuan; the net income attributable to shareholders of the listed company after deducting non-recurring gains and losses was -10.0901 million yuan; the EPS was -0.01 yuan.
Porton Pharma Solutions (300363.SZ): In the past two years, the company's revenue from direct exports to the USA accounted for less than 5%.
On April 16, Gelonghui reported that Porton Pharma Solutions (300363.SZ) recently stated in investor relations activities that due to the customer's supply chain being distributed globally, in the past two years, the company's direct exports to the USA accounted for less than 5% of its revenue. At the same time, comparing with the current US tariff list, most of the company's products fall within the exemption range; therefore, the current tariff policies have limited impact on the company. The company will closely monitor policy developments and maintain positive and effective communication with customers. For relevant business information, please refer to the legal information disclosure.
Brokerage morning meeting highlights: The USA has increased tariffs on China, but the impact on these industries in the A-shares may be limited.
In today's brokerage morning meeting, GF SEC believes that the USA's tariffs on China have a limited impact on the A-share Computer Industry; China Securities Co.,Ltd. suggested being Bullish on the Innovative Drugs industry that is currently not affected by tariffs; Galaxy Securities stated that Deep Sea Technology has entered a new stage in Global Strategy, focusing on opportunities in core equipment.