格隆汇8月14日丨达仁堂(600329.SH)公布半年度报告，2025年上半年，公司实现营业收入26.51亿元，由 于在2024年末公司将旗下全资子公司天津中新医药有限公司的全部股权作价，以增资形式并入津药太平 医药有限公司，医药商业板块从公司合并范围内剥离，今年不再确认其收入，导致中期收入同比下降。 本报告期公司工业主营收入26.45亿元，同比增长0.87%。上半年，公司实现归属于母公司股东的净利润 19.28亿元，同比增长193.08%，主要是由于转让中美天津史克制药有限公司（简称"天津史克"）12%的 股权实现税后净收益13.08亿元，归属于上市公司股东的扣除非经常性损益的净利润5.96亿元，同比下降 5.93%，主要是自去年年末至本报告期内两次出售了持有联营公司天津史克25%的股权，本期不再确认 其联营公司投资收益，而同期包含天津史克联营公司投资收益1.06亿元。扣除该联营公司投资收益影响 后，归属于母公司所有者的扣除非经常性损益的净利润同比增加12.86%。 ...

Group 1 - The company, Tianjin ZHONGXIN Pharmaceutical Group Co., Ltd., has announced the closure of certain fundraising accounts as part of its financial management strategy [1][5]. - The company raised a total of RMB 836,079,987.68 through a non-public offering of shares in June 2015, with a net amount of RMB 814,340,000.00 after deducting various fees [2]. - The company has established a fundraising management method to ensure compliance with relevant laws and regulations, enhancing the efficiency of fund usage and protecting investor rights [3]. Group 2 - As of the announcement date, the company has completed the closure of specific fundraising accounts related to projects such as the "Terminal Marketing Network and Promotion System Project" and the "Bozhou Industrial Park Construction Project" [5]. - The company has transferred surplus funds and interest generated from the fundraising to its respective accounts and has terminated the regulatory agreements associated with the closed accounts [5]. - The company’s name was officially changed to Tianjin ZHONGXIN Pharmaceutical Group Co., Ltd. on May 18, 2022 [4].

证券代码：600329 证券简称：达仁堂 编号：临 2025-028 号 津药达仁堂集团股份有限公司 关于部分募集资金账户销户的公告 截至本公告日，公司本次募集资金专户开立情况如下： | 户名 | 募集资金专户 | 银行账号 | 备注 | | --- | --- | --- | --- | | 渤海银行股份有限公 | | | | | 司天津多伦道支行（已 | | | | | 津药达仁堂集团股 | | | | | 2000001695000328 | 更名为渤海银行股份 | | 正常使用 | | 份有限公司 | | | | | 有限公司天津荣业大 | | | | | 街支行） | | | | | 中国工商银行股份有 | | | | | 津药达仁堂集团股 | | | | | 0302010529300330596 | 限公司天津成都道支 | | 本次注销 | | 份有限公司 | | | | | 行 | | | | | 天津达仁堂（亳州）中国建设银行股份有 | | | | | 中药饮片有限公司 限公司天津河北支行 | | | | | 注：公司名称已于2022年5月18日完成变更，公司名称由"天津中新药业集团股份有限 ...

（文章来源：证券日报） 证券日报网讯 8月13日晚间，达仁堂发布公告称，截至本公告日，公司已将"终端营销网络及推广体系 项目""亳州产业园建设项目—中药饮片建设项目"与"亳州产业园建设项目—中药提取与制剂项目"的节 余募集资金、"滴丸智能制造基地项目一期工程"的部分结余资金及募集资金所产生的存款利息及理财收 益转至公司相应账户，并完成了部分募集资金专项账户的销户工作，公司与募投项目实施公司、保荐机 构、开户银行签署的关于上述两个销户账户相关监管协议随之终止。 ...

证券代码：600329 证券简称：达仁堂 编号：临 2025-028 号 津药达仁堂集团股份有限公司 关于部分募集资金账户销户的公告 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。 一、募集资金基本情况 1 注：公司名称已于2022年5月18日完成变更，公司名称由"天津中新药业集团股份有限公司" 变更为"津药达仁堂集团股份有限公司"。详见公司于2022年5月20日披露的临时公告2022-019号、 2022-020号。 三、募集资金专户销户情况 公司分别于 2025 年 3 月 28 日、2025 年 5 月 15 日召开公司 2025 年第一次 董事会与第一次监事会、2024 年年度股东大会，审议通过了《关于部分募集资 金投资项目结项、调整投资规模和结项、终止并将节余募集资金永久补充流动资 金的议案》，相关具体内容详见 2025 年 3 月 31 日在《中国证券报》、《上海证券 报》及上海证券交易所网站（www.sse.com.cn）上刊登的《关于部分募投项目结 项、调整投资规模和结项、终止并将节余募集资金永久补充流动资金的 ...

证券之星消息，8月4日中药板块较上一交易日上涨0.42%，陇神戎发领涨。当日上证指数报收于 3583.31，上涨0.66%。深证成指报收于11041.56，上涨0.46%。中药板块个股涨跌见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | --- | --- | --- | --- | --- | --- | | 300534 | 陇神戎发 | 12.09 | 7.18% | 64.68万 | 7.77亿 | | 300878 | 维康药业 | 27.26 | 6.40% | 19.87万 | 5.13亿 | | 600329 | 达仁堂 | 41.20 | 6.30% | ● 16.46万 | 6.64亿 | | 301111 | 粤万年青 | 19.00 | 4.68% | 16.93万 | 3.19亿 | | 002728 | 特一药业 | 16'6 | 4.54% | 67.92万 | 6.60亿 | | 002644 | 佛慈制药 | 10.88 | 4.31% | 54.39万 | 5.81亿 | | 603439 | 贵州三力 | 14.17 | 3 ...

Core Viewpoint - The traditional Chinese medicine (TCM) sector is experiencing significant opportunities due to favorable policies and market developments, with a notable surge in stock performance among TCM companies [6][9]. Market Performance - On August 1, the A-share market saw a slight decline, with the Shanghai Composite Index down 0.37%, Shenzhen Component Index down 0.17%, and ChiNext Index down 0.24%. However, over 3,300 stocks rose in the market [1][2]. - The TCM sector led the market with a substantial increase, as evidenced by the 1.78% rise in the Shenwan TCM Index, with several companies, including Weikang Pharmaceutical and Tianmu Pharmaceutical, hitting the daily limit [5][6]. Policy and Industry Developments - The establishment of the Yangtze River Delta TCM Concept Verification and Achievement Transformation Center in Shanghai aims to enhance the commercialization of TCM research and development [6]. - The State Council's 2025 directive emphasizes the protection and utilization of TCM resources, indicating a supportive regulatory environment for the industry [6]. Company Performance - Notable TCM companies reported significant profit growth in the first half of 2025. For instance, Darentang's net profit is expected to reach between 18.4 billion to 20 billion yuan, marking a year-on-year increase of 180% to 204% [9][11]. - Jilin Aodong anticipates a net profit of approximately 12.36 billion to 12.9 billion yuan, reflecting a year-on-year growth of 130% to 140% [9][11]. - Tianmu Pharmaceutical successfully turned a profit during the reporting period, driven by enhanced sales in pharmaceuticals and medical devices [10]. Investment Insights - Analysts suggest that the TCM sector is poised for growth, driven by innovative products and strong brand recognition, particularly in high-value markets [7][8]. - The focus on stable cash flow to support R&D expenditures is expected to be a key strategy for TCM companies moving forward [7].

Core Viewpoint - The traditional Chinese medicine (TCM) sector is experiencing significant opportunities, driven by policy support and strong performance in the stock market [1][2]. Market Performance - On August 1, the A-share market saw a mixed performance with the Shanghai Composite Index down 0.37%, Shenzhen Component down 0.17%, and ChiNext down 0.24%, while over 3,300 stocks rose [1]. - The TCM sector witnessed a surge, with the Shenwan TCM Index rising by 1.78%, placing it among the top-performing secondary industry indices [2]. Policy and Industry Developments - The establishment of the Yangtze River Delta TCM Concept Verification and Achievement Transformation Center in Shanghai aims to enhance the commercialization of TCM research [2]. - The State Council's 2025 policy emphasizes the protection and utilization of TCM resources, indicating a supportive regulatory environment for the industry [2]. Company Performance - Notable companies such as Darentang, Jilin Aodong, and Buchang Pharmaceutical reported significant net profit growth, with Darentang's net profit expected to reach between 18.4 billion to 20 billion yuan, marking a year-on-year increase of 180% to 204% [4][5]. - Jilin Aodong anticipates a net profit of approximately 12.36 billion to 12.9 billion yuan, reflecting a year-on-year growth of 130% to 140% [5]. - Tianmu Pharmaceutical successfully turned a profit during the reporting period, driven by enhanced market strategies and sales [5]. Financial Highlights - The following companies reported substantial net profit growth in the first half of 2025: - Darentang: 19.2 billion yuan, up 192% [6] - Jilin Aodong: 12.63 billion yuan, up 135% [6] - Buchang Pharmaceutical: 5.98 billion yuan, up 158.41% [6] - The overall performance of TCM companies indicates a strong recovery and growth trajectory, supported by favorable market conditions and policy initiatives [4][5].

Group 1 - A total of 19 listed companies have released their semi-annual reports for 2025, with notable net profit figures from companies such as Darentang, Jilin Aodong, and Buchang Pharma [1] - Darentang's net profit is expected to reach between 1.84 billion to 2 billion yuan, representing a year-on-year growth of 180% to 204%, primarily due to the disposal of a 12% stake in its joint venture Tianjin Shike, resulting in a gain of 1.54 billion yuan [1] - Jilin Aodong and Buchang Pharma also reported net profit growth, with both companies achieving year-on-year increases of over 100% [1] Group 2 - Changcheng Securities highlighted Darentang's successful development of "Jingwanhong Skin Factor," which transforms traditional Chinese medicine wisdom into effective skincare ingredients, indicating potential growth in the Chinese herbal skincare market [1] - Tianmu Pharmaceutical has successfully turned losses into profits by enhancing its market presence in pharmaceuticals, health products, and medical devices, leading to significant increases in product sales and overall profitability [1] - Tianmu Pharmaceutical's stock reached the daily limit increase, with notable investment from well-known trader "Xiaoguo Yangjia," who purchased 9.53 million yuan worth of shares [1]

Group 1 - The China Securities Index (referred to as "National Brand Index") closed at 1712.78 points on August 1, reflecting a decrease of 0.58% [1] - Among the 100 constituent stocks, 48 stocks increased, 2 remained flat, and 50 stocks declined [1] - Notable gainers included Sungrow Power, which rose by 4.58%, Darentang, which increased by 4.22%, and Hikvision, which saw a rise of 3.59% [1]