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港股异动 | 同仁堂科技(01666)绩后跌超5% 上半年净利润3.39亿元 同比减少21.01%
Zhi Tong Cai Jing· 2025-08-27 03:28
消息面上,同仁堂科技发布中期业绩,该集团取得收入37.39亿元人民币,同比减少7.69%;公司所有者 应占净利润3.39亿元,同比减少21.01%。报告期内,集团销售额超过人民币1亿元的产品4个;销售额介 于人民币1000万元至人民币1亿元之间的产品28个;销售额介于人民币500万元至人民币1000万元之间的 产品10个。 智通财经APP获悉,同仁堂科技(01666)绩后跌超5%,截至发稿,跌5.65%,报5.01港元,成交额1835.62 万港元。 (原标题:港股异动 | 同仁堂科技(01666)绩后跌超5% 上半年净利润3.39亿元 同比减少21.01%) 主导产品中,六味地黄丸系列销售收入较上年同期增长约47.99%、金匮肾气系列销售收入较上年同期 增长约19.55%,京制牛黄解毒片系列销售收入较上年同期增长约4.03%,感冒清热颗粒系列及生脉饮口 服液系列销售收入较上年同期有所下降。但受益于"大品种战略",壮腰健肾丸系列、知柏地黄丸系列及 归芍地黄丸系列等产品的销售收入均较上年同期实现双位数增长。 ...
中金:维持同仁堂国药(03613)跑赢行业评级 目标价10.50港元
智通财经网· 2025-08-27 03:27
根据公司公告,1H25,公司中国香港市场收入为4.3亿港币,同比+30.3%,主要由于香港门店增加产品 群销售,公司积极进行香港线下门店改造,全方位换新零售终端风貌。1H25,公司中国内地市场收入 为1.2亿港币,同比+1.4%,海外市场收入2.1亿港币。根据公告,公司积极拓展线下和线上销售渠道, 与中免国际签署战略合作探索国际市场发展。此外,公司积极进行包装更新,例如红景天胶囊及蓝莓红 景天胶囊,提升产品市场吸引力。 2025年上半年,销售费用率同步下降 根据公司公告,2025年上半年,公司毛利率为60.8%,同比-7.2个百分点;公司销售费用率为13.5%,同 比-5.9个百分点,主要由于零售终端的相关费用以及营销推广活动减少;管理费用率为11.6%,同比+0.4 个百分点。 根据公司公告,2025年上半年,公司应付账款周转天数同比下降37天至35天;公司积极宣传同仁堂中医 药产品和文化,积极投身各项中医药文化推广活动中去。该行认为,公司有望通过深化研发创新战略, 不断丰富产品线布局,积极拓展自有产品矩阵,构建新的增长引擎,驱动公司迈向高质量发展新阶段。 智通财经APP获悉,中金发布研报称,考虑同仁堂国药 ...
同仁堂科技绩后跌超5% 上半年净利润3.39亿元 同比减少21.01%
Zhi Tong Cai Jing· 2025-08-27 03:17
Group 1 - The core viewpoint of the article highlights that Tong Ren Tang Technologies (600085) experienced a significant decline in stock price following the release of its interim performance report, with a drop of 5.65% to HKD 5.01 [1] - The company reported a revenue of RMB 3.739 billion, representing a year-on-year decrease of 7.69% [1] - The net profit attributable to the owners of the company was RMB 339 million, down 21.01% compared to the previous year [1] Group 2 - During the reporting period, the company had four products with sales exceeding RMB 100 million, 28 products with sales between RMB 10 million and RMB 100 million, and 10 products with sales between RMB 5 million and RMB 10 million [1] - Key products such as the Liu Wei Di Huang Wan series saw a revenue increase of approximately 47.99%, while the Jin Kui Shen Qi series grew by 19.55% [1] - The company benefited from a "big variety strategy," with products like Zhuang Yao Jian Shen Wan, Zhi Bai Di Huang Wan, and Gui Shao Di Huang Wan achieving double-digit growth in sales compared to the previous year [1]
透视中医药的新质生产力,同仁堂科技(01666.HK)“三重共振”下的价值新机遇
Ge Long Hui· 2025-08-27 01:14
Group 1 - The pharmaceutical sector, particularly the innovative drug segment, has shown strong performance this year, driven by technological innovation and asset revaluation in China [1] - The traditional Chinese medicine (TCM) sector has also performed well but lags behind the innovative drug segment, making it a potential area for investment as market participants seek to "catch up" [1] - Tongrentang Technology, a leading company in the TCM industry, has demonstrated policy certainty, consumer demand, and technological empowerment potential, making it a valuable investment opportunity [1] Group 2 - In the first half of 2025, Tongrentang Technology achieved revenue of 3.74 billion RMB and a net profit of 480 million RMB, showcasing a solid operational performance [2] - The company focuses on optimizing production processes and enhancing quality management to ensure stable product supply and sustainable development [2] - Tongrentang Technology is implementing differentiated marketing strategies for its six major product lines, enhancing market penetration and customer loyalty [2] Group 3 - The company benefits from a unique combination of traditional branding, modern technology, and policy support, which enhances its market recognition and valuation potential [3] - Tongrentang Technology's long history and strong brand presence in the TCM sector provide a stable revenue and profit outlook, making it attractive in the current bull market [4] - The company is investing in smart production and research innovation, significantly improving production efficiency and supporting valuation growth [5] Group 4 - The focus on innovative drug development, particularly in cardiovascular and health supplement areas, is expected to drive future revenue growth for Tongrentang Technology [6] - National policies supporting the TCM industry present significant growth opportunities for the company, especially in international markets [7] - The TCM industry is transitioning from traditional practices to technology-driven approaches, positioning it for high-quality development [8]
同仁堂科技:聚力创新筑根基 高质量发展态势稳固
Zheng Quan Ri Bao Wang· 2025-08-26 13:17
Core Viewpoint - Tongrentang Technology achieved significant growth in the first half of the year, with revenue of 3.739 billion yuan and a net profit of 484 million yuan, indicating a strong commitment to high-quality and sustainable development through various initiatives [1] Group 1: Financial Performance - In the first half of the year, Tongrentang Technology reported revenue of 3.739 billion yuan and a net profit of 484 million yuan, with the profit attributable to owners amounting to 339 million yuan [1] - The company’s core products showed strong sales performance, with four products exceeding 100 million yuan in sales and 28 products in the 10 million to 100 million yuan range [3] Group 2: Product Strategy - The company is focusing on enhancing the profitability of its core products, particularly the Liuwei Dihuang Wan series, which saw a revenue increase of approximately 47.99% year-on-year [3] - The implementation of a "big variety strategy" has led to significant sales growth across multiple product lines, including the Jinkui Shenqi series and Jingzhi Niuhuang Jiedu Pian series, which grew by 19.55% and 4.03% respectively [3] Group 3: International Expansion - Tongrentang Guoyao, a subsidiary, has become a key growth driver, achieving sales of 702 million yuan, a year-on-year increase of 15.99% [4] - The subsidiary is actively expanding its online and offline sales channels, focusing on key products like the broken wall Ganoderma lucidum spore powder capsules [4] Group 4: Supply Chain and Certification - The company’s six raw material production subsidiaries are strengthening the supply chain by stabilizing planting areas and enhancing quality standards, with several medicinal materials receiving organic certification [5][6] Group 5: Innovation and Marketing - The company is reforming its marketing strategy by implementing a "six control" management goal and streamlining its distribution channels to enhance market responsiveness [7][8] - Tongrentang Technology is advancing its smart manufacturing capabilities by integrating intelligent filling and automatic packaging technologies into its production lines [8] Group 6: Research and Development - The company is leading a project to improve national pharmacopoeia standards, aiming to establish a quality evaluation system based on clinical efficacy [8] - Ongoing clinical research on major products like Jinkui Shenqi Wan and the promising new drug Qishen Granules is expected to drive future growth [8]
同仁堂科技(01666.HK)公布中期业绩 将坚定不移落实大品种战略
Ge Long Hui· 2025-08-26 12:24
未来,集团将继续践行「提质增效」年的工作安排,紧扣改革创新这一核心主线,秉持稳中求进的总基 调开展工作。通过全力推行覆盖全流程、全链条、全级次的精益管理模式,坚定信心、奋勇前行,以实 干推动集团高质量发展,为开启「十五五」的崭新篇章筑牢根基。 下半年,集团的营销工作将紧扣「转观念、讲协调、提质效、强执行、重管理、树信心」这一核心要 点,大力强化「全员营销」意识,坚定不移落实「大品种战略」,从各个环节提升经营质量。同时,严 格把控市场秩序,以创新为驱动,积极开拓市场,达成创收、创利目标,推动市场营销工作迈向崭新台 阶。 格隆汇8月26日丨同仁堂科技(01666.HK)发布公告,截至2025年6月30日止六个月期间,集团销售收入为 人民币373,850.3万元,实现净利润达人民币48,403.0万元。期间集团的毛利率为38.16%(上年同期: 37.95%)。 于报告期内,集团销售额超过人民币一亿元的产品四个;销售额介于人民币一千万元至人民币一亿元之 间的产品二十八个;销售额介于人民币五百万元至人民币一千万元之间的产品十个。主导产品中,六味 地黄丸系列销售收入较上年同期增长约47.99%、金匮肾气系列销售收入较上 ...
同仁堂科技发布中期业绩,股东应占净利润3.39亿元,同比减少21.01%
Zhi Tong Cai Jing· 2025-08-26 11:34
同仁堂(600085)科技(01666)发布截至2025年6月30日止6个月中期业绩,该集团取得收入人民币37.39 亿元(单位下同),同比减少7.69%;公司所有者应占净利润3.39亿元,同比减少21.01%;每股基本收益0.26 元。 公告称,销售收入及净利润减少主要由于营销改革深入推进,加速市场库存周转,优化库存结构,市场 秩序逐步向好,随着改革的推进,经营质量将稳步提升,为持续高质量发展奠定坚实基础。 于报告期内,集团销售额超过人民币1亿元的产品4个;销售额介于人民币1000万元至人民币1亿元之间的 产品28个;销售额介于人民币500万元至人民币1000万元之间的产品10个。主导产品中,六味地黄丸系列 销售收入较上年同期增长约47.99%、金匮肾气系列销售收入较上年同期增长约19.55%,京制牛黄解毒 片系列销售收入较上年同期增长约4.03%,感冒清热颗粒系列及生脉饮口服液系列销售收入较上年同期 有所下降。但受益于"大品种战略",壮腰健肾丸系列、知柏地黄丸系列及归芍地黄丸系列等产品的销售 收入均较上年同期实现双位数增长。 ...
同仁堂科技(01666)发布中期业绩,股东应占净利润3.39亿元,同比减少21.01%
智通财经网· 2025-08-26 11:31
智通财经APP讯,同仁堂科技(01666)发布截至2025年6月30日止6个月中期业绩,该集团取得收入人民币 37.39亿元(单位下同),同比减少7.69%;公司所有者应占净利润3.39亿元,同比减少21.01%;每股基本收益 0.26元。 于报告期内,集团销售额超过人民币1亿元的产品4个;销售额介于人民币1000万元至人民币1亿元之间的 产品28个;销售额介于人民币500万元至人民币1000万元之间的产品10个。主导产品中,六味地黄丸系列 销售收入较上年同期增长约47.99%、金匮肾气系列销售收入较上年同期增长约19.55%,京制牛黄解毒 片系列销售收入较上年同期增长约4.03%,感冒清热颗粒系列及生脉饮口服液系列销售收入较上年同期 有所下降。但受益于"大品种战略",壮腰健肾丸系列、知柏地黄丸系列及归芍地黄丸系列等产品的销售 收入均较上年同期实现双位数增长。 公告称,销售收入及净利润减少主要由于营销改革深入推进,加速市场库存周转,优化库存结构,市场 秩序逐步向好,随着改革的推进,经营质量将稳步提升,为持续高质量发展奠定坚实基础。 ...
沪深300制药指数报13434.35点,前十大权重包含复星医药等
Jin Rong Jie· 2025-08-26 07:40
Group 1 - The core viewpoint of the news is that the CSI 300 Pharmaceutical Index has shown significant growth, with a 10.82% increase over the past month, a 12.16% increase over the past three months, and a 23.32% increase year-to-date [1] - The CSI 300 Pharmaceutical Index is composed of listed companies in the pharmaceutical sector selected from the CSI 300 Index, reflecting the overall performance of these companies [1] - The index was established on December 31, 2004, with a base point of 1000.0 [1] Group 2 - The top ten weighted companies in the CSI 300 Pharmaceutical Index are: Heng Rui Medicine (44.62%), Pian Zai Huang (9.73%), Yunnan Baiyao (7.8%), Kelun Pharmaceutical (6.59%), East China Pharmaceutical (6.11%), New Harmony (5.67%), Fosun Pharmaceutical (5.58%), Baili Tianheng (3.99%), Tong Ren Tang (3.87%), and China Resources Sanjiu (3.11%) [1] - The market share of the CSI 300 Pharmaceutical Index holdings is 70.72% from the Shanghai Stock Exchange and 29.28% from the Shenzhen Stock Exchange [1] - The composition of the index holdings by industry shows that drug formulations account for 66.89%, traditional Chinese medicine accounts for 27.44%, and raw materials account for 5.67% [1] Group 3 - The index sample is adjusted every six months, with adjustments implemented on the next trading day following the second Friday of June and December each year [2] - Weight factors are adjusted in accordance with the sample adjustments, which occur at the same time as the regular sample adjustments [2] - In special circumstances, the index may undergo temporary adjustments, such as when a sample company is delisted or undergoes mergers, acquisitions, or splits [2]
“带薪健康2小时” 同仁堂明星产品走进“去哪儿”
Zhong Guo Zhi Liang Xin Wen Wang· 2025-08-26 05:25
夏日上火长痘、暑天头晕乏力、压力大情绪崩溃、久坐后腰膝酸软……这些职场人习以为常的"小毛 病",却恰恰是健康发出的预警信号。近日,北京同仁堂科技发展股份有限公司(以下简称"同仁堂科技 公司")以"带薪健康2小时"为主题,携多款明星产品走进"去哪儿"旅行公司,用一场集"精准健康解决 方案+专属福利+趣味互动"于一体的健康关怀活动,将百年中医药智慧融入职场日常,为广大职场人的 健康精准护航。 职场人的健康困扰,都藏在一个个具体场景里:加班后的火锅局总让上火长痘成为常态;工作时犯困严 重影响下午效率;工作压力大时容易影响情绪……而北京同仁堂科技公司带来的多款产品,正是为应对 这些"场景化健康需求"而来——每一款产品都能精准匹配职场人的"小烦恼": 现场:明星产品直击职场健康痛点 下班后小聚的热辣美食引发了上火问题,有祛火"凉"方京制牛黄解毒片带来清凉;夏日通勤带来的暑天 不适,藿香正气水帮助状态回满;午后犯困的头晕脑胀,仁丹可以快速提升重启工作效率;开会高频输 出后气短乏力,一支生脉饮即可补充元气;面对KPI压力、跨部门沟通摩擦时的烦躁易怒,加味逍遥丸 帮职场人疏肝解郁,从容应对挑战;长期伏案导致的腰膝酸软、精力不 ...