Group 1 - Lazard Asset Management LLC increased its stake in China National Pharmaceutical Group (01099) by 1,163,040 shares at a price of HKD 20.699 per share, totaling approximately HKD 24.0738 million [1] - Following the increase, Lazard's total shareholding in the company is approximately 148 million shares, representing a holding percentage of 11.06% [1]

智通财经APP获悉，香港联交所最新资料显示，2月2日，Lazard Asset Management LLC增持国药控股 (01099)116.304万股，每股作价20.699港元，总金额约为2407.38万港元。增持后最新持股数目约为1.48 亿股，最新持股比例为11.06%。 ...

热点栏目 自选股 数据中心 行情中心 资金流向 模拟交易 客户端 香港联交所最新数据显示，1月30日，摩根大通增持国药控股（01099）130.4617万股，每股作价20.8553 港元，总金额约为2720.82万港元。增持后最新持股数目约为6738.7万股，持股比例为5.02%。 责任编辑：卢昱君 香港联交所最新数据显示，1月30日，摩根大通增持国药控股（01099）130.4617万股，每股作价20.8553 港元，总金额约为2720.82万港元。增持后最新持股数目约为6738.7万股，持股比例为5.02%。 责任编辑：卢昱君 热点栏目 自选股 数据中心 行情中心 资金流向 模拟交易 客户端 ...

股份發行人及根據《上市規則》第十九B章上市的香港預託證券發行人的證券變動月報表 截至月份: 2026年1月31日 狀態: 新提交 致：香港交易及結算所有限公司 公司名稱: 國藥控股股份有限公司 呈交日期: 2026年2月5日 I. 法定/註冊股本變動 | 1. 股份分類 | 普通股 | 股份類別 | H | | | 於香港聯交所上市 (註1) | | 是 | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 證券代號 (如上市) | 01099 | 說明 | H股 | | | | | | | | | | 法定/註冊股份數目 | | | 面值 | | | 法定/註冊股本 | | | 上月底結存 | | | 1,341,810,740 | RMB | | 1 | RMB | | 1,341,810,740 | | 增加 / 減少 (-) | | | 0 | | | | RMB | | 0 | | 本月底結存 | | | 1,341,810,740 | RMB | | | 1 RMB | | 1,341,810,740 | FF301 ...

增持后，JPMorgan Chase & Co.最新持好仓数目为6738.699万股，持好仓比例由4.92%上升至5.02%。 | 股份代號: | 01099 | | --- | --- | | 上市法屬名稱: | 国镇控股股份有限公 | | 日期 (日 / 月 / 年): | 04/01/2026 - 04/02 | | 10-14-10-10-10-10-11-10-10-10-10-10-10-10-2 | | 格隆汇2月4日丨根据联交所最新权益披露资料显示，2026年1月30日，国药控股(01099.HK)获JPMorgan Chase & Co.以每股均价20.8553港元增持好仓130.5万股，涉资约2720.82万港元。 | 甚相序獎 | 共服更/體事/最后日放入隆名 作出接體的 廣人 / 國出或冰及的 每股的平均價 | URE | 原分散日 | | (路多期上述"甚 | 持有權益的胶份數目 估已發行的 有關鍵件的目點相關法國股份 豐權國權益 南拉曼橡胶(日/月/年) 煤炭 | | | --- | --- | --- | --- | --- | --- | --- | --- | | Che F ...

香港联交所最新数据显示，1月30日，摩根大通增持国药控股(01099)130.4617万股，每股作价20.8553港 元，总金额约为2720.82万港元。增持后最新持股数目约为6738.7万股，持股比例为5.02%。 ...

智通财经APP获悉，香港联交所最新数据显示，1月30日，摩根大通增持国药控股(01099)130.4617万 股，每股作价20.8553港元，总金额约为2720.82万港元。增持后最新持股数目约为6738.7万股，持股比 例为5.02%。 ...

Core Insights - The report discusses the development prospects and investment strategies of the Chinese chain pharmacy industry, highlighting key players and market dynamics [1][12]. Industry Overview - The chain pharmacy industry supply chain consists of upstream manufacturers, medical device producers, health product manufacturers, and pharmaceutical logistics suppliers; the midstream is represented by chain pharmacies, while downstream customers include both offline and online clients [1][2]. Key Players - Major listed companies in the chain pharmacy sector include Dazhonglin, Yifeng Pharmacy, and Laobaixing, among others [1][2]. Regional Distribution - Upstream suppliers are primarily located in Beijing, Jiangsu, Hubei, and Hunan, while chain pharmacy operations are concentrated in Hunan, Yunnan, Guangdong, and Shanghai [6]. Financial Performance - By the first half of 2025, three listed chain pharmacy companies, including Guoyao Holdings, Dazhonglin, and Yifeng Pharmacy, are projected to exceed 10 billion yuan in operating revenue, with gross margins above 15%, and Yifeng Pharmacy exceeding 40% [8][9]. Investment Trends - Since 2024, chain pharmacy companies have focused on increasing capital in subsidiaries and acquisitions to improve financial structures and expand sales channels [10]. - Notable investment activities include: - Jianzhijia's capital increase of 466 million yuan across five subsidiaries [11] - Yixintang's investment of 32.8 million yuan in land use rights [11] - Tongrentang's acquisition of a 51% stake in Honghui Pharmaceutical for approximately 10.46 million yuan [11].

Group 1 - The core viewpoint of the article is that China National Pharmaceutical Group (国药控股) has announced a significant expected increase in net profit for its subsidiary, China National Pharmaceutical Group Co., Ltd. (国药一致), for the fiscal year 2025 [1] - The company anticipates a net profit attributable to shareholders of the listed company to be between 1.055 billion to 1.215 billion yuan, representing a year-on-year growth of 64.20% to 89.11% [1] - The expected net profit after deducting non-recurring gains and losses is projected to be between 996 million to 1.156 billion yuan, indicating an increase of 71.38% to 98.91% year-on-year [1]

Core Viewpoint - The company, China National Pharmaceutical Group (国药控股), announced that its subsidiary, China National Pharmaceutical Group Co., Ltd. (国药一致), expects a significant increase in net profit for the fiscal year 2025, despite anticipated asset impairment losses [1] Financial Performance - The company forecasts a net profit attributable to shareholders ranging from 1.055 billion to 1.215 billion yuan for 2025, representing a year-on-year growth of 64.20% to 89.11% [1] - The expected net profit, excluding non-recurring gains and losses, is projected to be between 996 million and 1.156 billion yuan, indicating an increase of 71.38% to 98.91% compared to the previous year [1] Asset Impairment - The company plans to recognize goodwill and intangible asset impairment losses between 240 million and 330 million yuan for 2025, which is a decrease of 639.9 million to 729.9 million yuan from the previous year [1] Strategic Direction - The company aims to continue its strategic transformation and refined management practices to consolidate operational results and enhance core competitiveness, focusing on sustainable and high-quality development [1]