Core Viewpoint - Tong Ren Tang reported a revenue of 18.597 billion yuan in 2024, a year-on-year increase of 4.12%, but the net profit attributable to shareholders decreased by 8.54% to 1.526 billion yuan, marking the first decline in five years [2][4] Financial Performance - The company's revenue for the reporting period was 18.597 billion yuan, with a year-on-year increase of 4.12% [4] - The net profit attributable to shareholders was 1.526 billion yuan, a decrease of 8.54% year-on-year [2][4] - The net profit excluding non-recurring items was 1.482 billion yuan, down 10.55% year-on-year [2][4] - Operating cash flow fell by 59.29% to 761 million yuan, the lowest in ten years [2][8] Margin and Cost Analysis - The gross margin for the pharmaceutical industrial segment decreased by 3.22 percentage points to 43.75%, while the pharmaceutical commercial segment's gross margin fell by 3.72 percentage points to 27.39% [2][4] - The increase in operating costs was attributed to rising raw material prices, with raw material costs accounting for 66.80% of total costs, increasing by 23.07% year-on-year [4] - Specific product categories, such as cardiovascular and tonic products, saw significant cost increases, with gross margins dropping below 50% for the first time in five years [4][5] Market Position and Competition - Tong Ren Tang was included in the first batch of China's consumer brand list released by the Ministry of Industry and Information Technology [3] - The market for An Gong Niu Huang Wan has become increasingly competitive, with over 120 companies approved to produce it [6] Research and Development - The company's R&D expenditure accounted for 2.20% of revenue, which is considered low compared to industry averages, indicating a reliance on traditional products and insufficient innovation investment [8] - The pharmaceutical industrial segment's R&D investment is among the top in the traditional Chinese medicine manufacturing industry [8] Brand Reputation and Challenges - The company faced a trust crisis due to product quality issues, including a significant mercury content violation in its Ren Dan product [9] - Complaints regarding trademark misuse and counterfeit products have been prevalent, despite the company's efforts to address these issues [9] Strategic Developments - The company is enhancing its e-commerce strategy and has increased its self-operated pharmacy count to 1,251, with a focus on expanding in lower-tier cities [9][10] - The retail pharmacy segment generated 81.87% of total revenue, with a significant portion of pharmacies also providing medical services [10]

登录新浪财经APP 搜索【信披】查看更多考评等级 证券代码：600085 证券简称：同仁堂 公告编号：2025-010 北京同仁堂股份有限公司 关于召开2024年年度业绩说明会的公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述或者重大遗漏，并对其内容 的真实性、准确性和完整性承担法律责任。 重要内容提示： 会议召开时间：2025年4月18日（星期五） 上午9:30-10:30 会议召开地点：上证路演中心平台（https://roadshow.sseinfo.com/） 会议召开方式：上证路演中心视频和网络文字互动 投资者可于2025年4月17日16:00前将需要了解的情况和有关问题预先通过电子邮件发送至北京同仁堂股 份有限公司（以下简称公司）投资者关系邮箱（tongrentang@tongrentang.com）。公司将在信息披露允 许的范围内，于说明会上就投资者普遍关注的问题进行回答。 会议召开方式：上证路演中心视频和网络文字互动 三、参加人员 公司董事长邸淑兵先生；董事、总经理张朝华女士；董事、总会计师温凯婷女士；副总经理、董事会秘 书冯莉女士；独立董事乔延江先生、王桂华女士、王钊 ...

科技赋能，共赢发展 2024年，北京同仁堂股份有限公司深入践行环境、社会和公司治理（ESG）理念，为企业的高质量发展 注入了强劲动力。日前，同仁堂（600085.SH）发布ESG报告，从治理架构到绿色发展，从品质坚守到 责任担当，全方位展现了老字号在新时代的可持续发展蓝图，这也是其连续三年发布ESG报告，备受关 注。 2024年，持续加大研发投入，与高校、科研院所携手，推动新产品研发和药品上市后再评价研究；同仁 牛黄清心丸针对广泛性焦虑障碍的临床研究取得突破，锁阳固精丸在男性健康领域打开新空间。 在数字化转型方面，积极拥抱现代信息技术，利用物联网、大数据和云计算等手段推动生产线的自动化 和智能化升级；优化升级"北京同仁堂中医药知识图谱"系统，囊括系内1400种产品和10万余个知识节 点，以AI技术赋能中医药知识的可视化与交互传播；智能机器人亮相科博会，展示了中医药行业与科 技结合的创新成果。这些创新不仅提升了生产效率，更推动中医药文化以年轻化、科技化方式触达大 众。 低碳引领，绿色制药 2024年，公司深度聚焦"双碳"目标，将ESG理念融入公司治理与运营全链条，致力于构建绿色、低碳、 循环的生产体系。 同仁堂 ...

Core Insights - Tong Ren Tang achieved a revenue of 18.597 billion yuan in 2024, marking a year-on-year growth of 4.12%, with a net profit attributable to shareholders of 1.526 billion yuan [2] - The company's revenue primarily comes from its pharmaceutical manufacturing and commercial sectors, with significant contributions from cardiovascular products and tonics [2][6] - The company continues to enhance its brand image and market presence through governance reforms and marketing strategies, while also focusing on sustainable development and ESG principles [3][6] Financial Performance - In 2024, cardiovascular products generated revenue of 5.146 billion yuan, a year-on-year increase of 17.26%, while tonic products saw revenue of 2.127 billion yuan, up 22.98% [2] - The company distributed a total cash dividend of 1.371 billion yuan, representing 89.86% of the net profit for the year, reflecting strong profitability and commitment to shareholder returns [7] Market Expansion - Tong Ren Tang's subsidiary in Hong Kong reported revenue of 1.07 billion HKD in 2024, a growth of 16.9%, with an increase of 2 stores compared to the previous year [4] R&D and Innovation - The company is intensifying its R&D efforts, launching new products that meet market demands, and completing clinical studies for various traditional Chinese medicine formulations [6] - Investments in digital production lines and supply chain management are enhancing operational efficiency and modernizing manufacturing processes [6] Governance and Marketing - The company is implementing targeted performance metrics for subsidiaries based on their business models, focusing on cost reduction and efficiency improvements [3] - Marketing strategies are being unified to leverage product group advantages, while initiatives like "Tong Ren Tang Day" are enhancing brand promotion [3]

证券代码：600085 证券简称：同仁堂 公告编号：2025-010 北京同仁堂股份有限公司 关于召开 2024 年年度业绩说明会的公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述或者重大遗 漏，并对其内容的真实性、准确性和完整性承担法律责任。 重要内容提示： 投资者可于 2025 年 4 月 17 日 16:00 前将需要了解的情况和有关问题预先通过 电子邮件发送至北京同仁堂股份有限公司（以下简称公司）投资者关系邮箱 （tongrentang@tongrentang.com）。公司将在信息披露允许的范围内，于说明会上 就投资者普遍关注的问题进行回答。 公司于2025年4月4日披露了《北京同仁堂股份有限公司2024年年度报告》， 为便于广大投资者更全面深入地了解公司 2024 年年度经营成果及财务状况，公 司计划于 2025 年 4 月 18 日（星期五）上午 9:30-10:30 通过上证路演中心平台 （https://roadshow.sseinfo.com/）召开"同仁堂 2024 年年度业绩说明会"，就投 资者关心的问题进行交流。 一、 说明会类型 二、 说明会召开的时间、地点 ...

Core Viewpoint - Tong Ren Tang's 2024 annual report indicates a revenue increase of 4.12% to 18.597 billion yuan, but a decline in net profit by 8.54% to 1.526 billion yuan, highlighting a divergence between revenue growth and profitability [3][4] Financial Performance - The company's gross profit margin decreased by 7.04% to 43.96%, indicating a decline in profitability [3] - Operating costs rose by 10.7%, with raw material costs increasing by 23.07% to 4.476 billion yuan, primarily due to rising prices of traditional Chinese medicine materials [4] ESG Performance - Tong Ren Tang has made significant achievements in governance, environmental management, and social contributions, with a board comprising 11 members, including 4 independent directors and 6 female directors [3] - The company has integrated ESG risks into its overall risk management framework, identifying 25 ESG-related issues [4] Raw Material Management - The company adheres to a "local sourcing and seasonal harvesting" philosophy, collaborating with cooperatives and farmers to ensure the quality of raw materials [7] - The price of a key ingredient, natural cow bile, surged from 570,000 yuan/kg in early 2023 to 1.65 million yuan/kg by June 2024, significantly impacting product pricing [4] Climate Risks and Opportunities - Tong Ren Tang recognizes climate-related risks affecting raw material supply, including environmental factors and extreme weather events, and has established emergency response plans [5] - The company aims to reduce operational costs through energy-saving technologies and efficient resource management [5] Brand Image and Quality Concerns - The mercury contamination incident involving the company's product "Ren Dan" has raised consumer trust issues, with mercury levels reported at 9,729.985 mg/kg, far exceeding the standard [9][10] - The company has acknowledged the importance of product quality and safety as a key issue in its ESG risk management [11] Brand Management - Recent brand misuse incidents have prompted the company to enhance its brand value and cultural significance, especially after acquiring a controlling stake in Tianjin Tong Ren Tang [13]

在中式养生新潮流下，"药食同源"越来越成为广大消费者认同的消费理念。近期，乳业龙头伊利与同仁 堂（600085）达成全面战略合作。双方强强联合，以现代智造赋能传统智慧，打造更适合国民体质的营 养健康新供给。 两大巨头合作的核心驱动力，直指中国健康消费市场的结构性变革。 从"脆皮"年轻人"熬最深的夜，吃最贵的保健品"式的"朋克养生"热，到中老年群体围绕慢性病预防兴起 的食疗滋补风潮，国民健康意识大幅提升，带动健康食品消费需求持续增长。受益于本土中医药文化影 响，"药食同源"理念愈发深入人心。 伊利与同仁堂的跨界融合，正是基于对"药食同源"理念的创新实践，双方以"精准营养"为核心，通过一 系列更高品质的精准营养解决方案，深度满足了消费者不断升级的健康需求。 高品质追求 书写大健康产业新叙事 在这场跨界合作中，"品质"是最核心的关键词之一。"伊利即品质，视品质如生命"是伊利集团的企业信 条，也恰恰与同仁堂对品质的坚守不谋而合。市场环境风云变幻，消费者和投资者越来越看重品质，而 品质才是伊利的最强护城河。一个企业难以被别人短时间复制的能力，就是一个企业的最强护城河。品 质打造不是一日之功，是公司在多年发展中，方方面面 ...

证券代码：600085 证券简称：同仁堂 公告编号：2025-009 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述或者重大遗漏， 并对其内容的真实性、准确性和完整性承担法律责任。 重要内容提示： 为贯彻落实国家关于大力开展国潮出海业务战略部署，助力中医药文化全球传播， 北京同仁堂股份有限公司（以下简称公司或本公司）控股孙公司北京同仁堂国药有限 公司（以下简称同仁堂国药）与中免国际有限公司（以下简称中免国际）签订了《战 略合作协议》（以下简称本协议），本协议仅为合作意向性协议，后续双方将根据实际 需要签署具体合作协议以明确合作事宜并深化双方合作。具体情况如下： 一、 本协议签订的基本情况 (一) 交易对方的基本情况 公司名称：中免国际有限公司 地 址：中国香港湾仔告士打道108号光大中心16层 商业登记号：20392459 股东情况：中国旅游集团中免股份有限公司（股票代码为601888.SH）全资子公 司中免集团（海南）运营总部有限公司持股100%。 北京同仁堂股份有限公司 关于控股孙公司签订战略合作协议的公告 资产总额为人民币2,629,991.97万元，净资产为人民币2,100,392 ...

智通财经4月8日电，中国中免(601888.SH)公告称，中国旅游集团中免股份有限公司全资子公司中免国 际有限公司与北京同仁堂国药有限公司签订了《战略合作协议》，旨在通过合作实现共同发展、利益最 大化。合作内容包括扩大国内、海外渠道及产品合作范围，探索同仁堂活络油、中式抗衰老系列等产品 于中免渠道专供版本的合作，以及中式养生餐饮类创新业态合作。本协议为意向性协议，对公司2025年 度经营业绩不会构成重大影响，具体合作事宜和实施内容尚存在不确定性。 中国中免：全资子公司与北京同仁堂国药有限公司签订战略合作协议 ...

Core Viewpoint - Beijing Tongrentang Co., Ltd. has developed a "Smart Visualization Platform" to enhance data utilization for high-quality development, receiving software copyright certification from the National Copyright Administration [1][2] Group 1: Platform Development and Features - The Smart Visualization Platform is a business intelligence management tool based on big data and artificial intelligence, transforming complex marketing data into intuitive graphics and reports [1] - The platform aims to improve decision-making accuracy and address challenges faced during the company's development process [1] - It has been widely applied in sales management, inventory monitoring, and channel optimization, significantly enhancing the effectiveness of marketing management [1] Group 2: Marketing Strategy and Risk Management - The platform analyzes data to refine marketing processes and develop customized reports, supporting the company's diverse management needs [2] - It features real-time alerts, risk control, and intelligent analysis, establishing a comprehensive risk prevention system that can quickly identify potential risks and issue warnings [2] - Over 2,200 commercial or terminal entities have successfully integrated the platform, greatly improving work efficiency and breaking down data silos for multidimensional data integration and analysis [2]