证券代码：600129 证券简称：太极集团 公告编号：2025-068 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。 | 回购方案首次披露日 | 2025/7/16，由董事会提议 | | | --- | --- | --- | | 回购方案实施期限 | 2025 年 8 月 6 日~2026 年 8 | 月 5 日 | | 预计回购金额 | 8,000万元~12,000万元 | | | 回购用途 | √减少注册资本 □用于员工持股计划或股权激励 □用于转换公司可转债 | | | | □为维护公司价值及股东权益 | | | 累计已回购股数 | 44.88万股 | | | 累计已回购股数占总股本比例 | 0.08% | | | 累计已回购金额 | 991.85万元 | | | 实际回购价格区间 | 22.01元/股~22.28元/股 | | 重庆太极实业（集团）股份有限公司 关于首次回购股份及回购进展的公告 重要内容提示： 一、回购股份的基本情况 重庆太极实业（集团）股份有限公司（以下简称：公司）于 2025 年 7 月 16 ...

证券代码：600129 证券简称：太极集团 公告编号：2025-069 重庆太极实业（集团）股份有限公司 关于公司董事退休离任的公告 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： 重庆太极实业（集团）股份有限公司（以下简称：公司）董事会 于 2025 年 9 月 2 日收到董事谢友强先生提交的书面辞职申请。因达 法定退休年龄，谢友强先生申请辞去公司董事、董事会审计委员会委 员职务。辞职后，谢友强先生不再担任公司任何职务。 一、董事离任情况 | （一）提前离任的基本情况 | | --- | | 原定任 | 是否继续在上 | 具体职 | 是否存在未 | 离任原 | 姓名 | 离任职务 | 离任时间 | 期到期 | 市公司及其控 | 务（如适 | 履行完毕的 | | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 因 | 日 | 股子公司任职 | 用） | 公开承诺 | ...

太极集团公告，公司于2025年9月3日首次回购股份44.88万股，占总股本的0.08%，回购价格在22.01元/ 股至22.28元/股之间，累计已支付总金额为991.85万元。此次回购计划用于注销并减少公司注册资本， 预计回购金额在8000万元至1.2亿元之间，回购期限为2025年8月6日至2026年8月5日。 ...

格隆汇9月3日丨太极集团(600129.SH)公布，2025年9月3日，公司通过集中竞价交易方式首次回购股份 44.88万股，回购股份占公司总股本的比例为0.08%，购买最高价为22.28元/股、最低价为22.01元/股，已 支付的总金额为991.85万元（不含交易费用）。本次回购符合法律法规的有关规定和公司回购股份方案 的要求。 ...

2025年8月28日 根据《国家药监局 农业农村部 国家林草局 国家中医药局关于发布〈中药材生产质量管理规范〉的公告》（2022年第22号）和《重庆市药品监督管理局实施 中药材生产质量管理规范工作指导原则》（渝药监〔2024〕36号）精神，太极集团重庆涪陵制药厂有限公司、重庆中药饮片厂有限公司对其苍术药材供应商 扎兰屯市天利原农副产品购销有限责任公司开展了审核检查，认为符合GAP要求。我局组织对太极集团重庆涪陵制药厂有限公司、重庆中药饮片厂有限公司 使用的苍术药材进行了《中药材生产质量管理规范》（中药材GAP）延伸检查，经综合评定符合要求，现予公告。 中药材GAP符合性信息 | 药品生产企业 | 中成药/饮片 | 中药 材 | 中药材种植 | 基地地址 | 基地面积 | 检 查 | | --- | --- | --- | --- | --- | --- | --- | | 名称 | 品种 | 品种 | 企业 | | （亩） | 结 | | | | | | | | 果 | | 太极集团重庆涪陵制药厂有限 公司 | 藿香正气口服 液 | | 扎兰屯市天利原农副产品购销有限责任公司 | 内蒙古自治区扎兰屯市成吉思 ...

Core Viewpoint - The company is focusing on the industrialization of traditional Chinese medicine resources, optimizing its layout across the entire supply chain, and enhancing its core product competitiveness while addressing inventory issues in its key products [1][2]. Group 1: Business Strategy and Product Focus - The company is accelerating the development of traditional Chinese medicine resources, with significant sales growth in major medicinal herbs like Huanglian and Huangqi [1]. - The management has outlined a focus on five key medicinal herb varieties for GAP (Good Agricultural Practices) base construction, with Lianqiao already passing compliance checks [1]. - The company is committed to enhancing its core competitiveness in products, strengthening its industrial marketing system, and developing new products suitable for various sales channels [1][2]. Group 2: Research and Development - The company is concentrating on "4+1" key therapeutic areas, including digestive metabolism drugs, respiratory antibiotics, cardiovascular drugs, narcotic anti-tumor drugs, and health products [2]. - In the first half of the year, the company received 14 authorized patents and submitted applications for three generic drug production and five consistency evaluation production [2]. - The company aims to deepen the integration of research, market, and sales to ensure effective penetration of research capabilities into sales terminals [2]. Group 3: Digital Transformation - The company is advancing its digitalization projects, aiming for a comprehensive upgrade of its operations through AI and data-driven strategies [3]. - The management plans to enhance digital capabilities to improve sales, reduce production costs, and innovate research models [3]. - The company is addressing competition issues with China Traditional Chinese Medicine through various strategies, including asset swaps and joint ventures [3].

Group 1 - The article highlights the latest adjustments in holdings by several large private equity firms in the A-share market as of the end of Q2 2025, revealing significant investment strategies and stock selections [1][2] - Gao Yi Asset's Feng Liu increased positions in New City Holdings and Taiji Group, while also reducing holdings in Hikvision and several material stocks [3][4] - Gao Yi Asset's Dong Xiaofeng added to positions in Zijin Mining and Yun Aluminum, indicating a bullish outlook on the non-ferrous metals sector [4][5] Group 2 - Rui Jun Asset's Dong Chengfei entered the top ten shareholders of Yangjie Technology and Rabbit Baby, reflecting a strategic shift towards semiconductor and building materials [7][8] - Ningquan Asset, led by Yang Dong, also made new investments in Tianhao Energy and increased holdings in Meichang Co., indicating a focus on energy and materials sectors [9][10] - Jinglin Asset increased its stake in Shiji Information, while the Honghu Fund, a joint venture by China Life and Xinhua Insurance, made new investments in China Shenhua and China Petroleum, showcasing a diversified investment approach [11][12][13]

Group 1 - Feng Liu's Gao Yi Lin Shan No.1 Fund entered the top ten circulating shareholders of 12 A-shares with a total holding value of approximately 15.445 billion [1] - The fund increased its positions in Angel Yeast, Songjing Co., and Tongrentang, while reducing holdings in Hikvision, Ruifeng New Materials, Zhongju High-tech, Guoci Materials, Dongcheng Pharmaceutical, and Titan Technology [1][5] - Deng Xiaofeng's Gao Yi Xiaofeng No.2 Fund entered the top ten circulating shareholders of 5 A-shares with a total holding value of approximately 6.768 billion, while the Xiaofeng Hongyuan Trust Plan entered 2 A-shares with a total holding value of approximately 3.754 billion [9] Group 2 - Feng Liu's investment philosophy includes three types: investing in well-known good companies, lesser-known good companies, and unknown good companies, each with varying levels of risk and return [6][7] - Deng Xiaofeng emphasizes assessing a company's capacity and space, profit margin based on business characteristics, and the importance of forward-looking investment strategies in rapidly changing industries [18] - The current market trend shows a migration of funds from low-yield deposits to capital markets, driven by the pursuit of higher potential returns [25][27]

Core Insights - The article highlights the recent adjustments made by large private equity firms in their stock holdings based on the performance of listed companies' semi-annual reports, indicating a focus on companies with strong earnings certainty [1] Group 1: Private Equity Adjustments - As of August 26, 27 large private equity firms have been identified in the top ten shareholders of 94 A-share listed companies, with a total holding value of 34.731 billion yuan [1] - These firms increased their stakes in 18 companies, entered the top ten shareholders of 19 new companies, reduced holdings in 10 companies, and maintained their positions in 47 companies [1] Group 2: Sector Focus - The electronic and pharmaceutical sectors have attracted significant interest from top private equity firms, with a notable increase in investments in these areas [1] - For instance, Ningquan Asset increased its stake in Zhouming Technology by 816,000 shares, bringing its total holdings to 8.113 million shares, valued at nearly 60 million yuan [1][2] - Similarly, Ruijun Asset entered the top ten shareholders of Yangjie Technology with 2.553 million shares, benefiting from a 20.58% year-on-year revenue growth [3] Group 3: Performance and Strategy - The article emphasizes that private equity firms are increasingly focusing on companies with strong earnings certainty as the market transitions from liquidity-driven growth to fundamentals-driven performance [5] - A private equity partner noted that the current favorable conditions in the stock market include a loose funding environment and low interest rates, suggesting that companies with solid earnings support should be prioritized in investment strategies [6]

Core Insights - Taiji Group, once a leading player in the traditional Chinese medicine industry, is facing unprecedented operational challenges, with a significant decline in revenue and profit margins in the first half of 2025 [1][2][4] Financial Performance - In the first half of 2025, Taiji Group reported revenue of 5.66 billion yuan, a year-on-year decrease of 27.63%, and a net profit attributable to shareholders of 139 million yuan, down 71.94% [2][6] - The company's net profit margin has deteriorated significantly, with a non-recurring net profit of 120 million yuan, reflecting a 74.52% decline compared to the previous year [2][6] - The decline in performance is attributed to policy impacts and ongoing inventory digestion of certain products, which has been consistent with previous years' explanations [2][4] Industry Context - The pharmaceutical industry is experiencing pressures from policies such as volume-based procurement and medical insurance cost control, but Taiji Group's revenue decline of 27.63% and nearly 70% drop in net profit exceeds the industry average [2][4] - The company's previous high-growth strategy, which relied on heavy inventory stocking, has backfired, leading to high social inventory levels that are now being liquidated [2][4] Product Performance - Taiji Group's main revenue sources are heavily reliant on its pharmaceutical industrial and commercial sectors, with key products like Huoxiang Zhengqi Oral Liquid and Jizhi Syrup facing significant sales declines [8][9] - In 2024, the pharmaceutical industrial sector's revenue fell by 32.25%, with a further decline of 44.03% in the first half of 2025, indicating severe pressure on core products [8][9] Strategic Challenges - The company had set an ambitious revenue target of 50 billion yuan for 2025, but with only 5.66 billion yuan achieved in the first half, meeting this target appears highly unlikely [10] - Taiji Group's high inventory levels and ineffective marketing strategies have been likened to "running with sandbags," continuously dragging down profits [4][5] Financial Pressures - Taiji Group has faced additional financial strain with the freezing of bank accounts totaling 62.92 million yuan, which represents 1.73% of the company's audited net assets [12][13] - The company is taking steps to address its financial situation by selling idle assets, including properties in Chongqing and Chengdu, to improve liquidity [13]