9月5日，健康元盘中上涨2.05%，截至10:42，报13.44元/股，成交2.44亿元，换手率1.01%，总市值 245.88亿元。 资金流向方面，主力资金净流入1781.02万元，特大单买入1344.62万元，占比5.52%，卖出2228.89万 元，占比9.15%；大单买入7130.33万元，占比29.28%，卖出4465.04万元，占比18.33%。 责任编辑：小浪快报 资料显示，健康元药业集团股份有限公司位于广东省深圳市南山区高新区北区朗山路17号健康元药业集 团大厦，成立日期1992年12月18日，上市日期2001年6月8日，公司主营业务涉及公司属于综合性制药企 业,主要从事中药、保健品及西药的研究、开发及生产经营。主营业务收入构成为：化学制剂47.71%， 化学原料药及中间体31.97%，中药制剂10.28%，诊断试剂及设备4.74%，保健食品3.08%，生物制品 1.20%，其他(补充)0.86%，其他0.15%。 健康元所属申万行业为：医药生物-化学制药-化学制剂。所属概念板块包括：AI医药、创新药、麻醉概 念、健康中国、蚂蚁金服概念等。 截至6月30日，健康元股东户数7.63万，较上期减少 ...

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： ● 担保对象及基本情况 ■ ● 累计担保情况 ■ 2025年8月，因日常经营及业务发展需求，健康元药业集团股份有限公司（以下简称：本公司）与平安 银行股份有限公司深圳分行（以下简称：平安银行）签署担保协议，被担保人分别为深圳市海滨制药有 限公司（以下简称：海滨制药）、深圳太太药业有限公司（以下简称：太太药业）、焦作健康元生物制 品有限公司（以下简称：焦作健康元）及健康元海滨药业有限公司（以下简称：健康元海滨），担保金 额分别为人民币20,000.00万元、8,000.00万元、20,000.00万元及10,000.00万元。 本次担保被担保人均为本公司全资子公司，不存在关联担保，本次担保无反担保情况。 （二）内部决策程序 2025年4月7日，本公司召开九届董事会八次会议，审议并通过《关于本公司授信融资及为下属子公司等 提供融资担保的议案》，同意本公司向国家开发银行等银行申请最高不超过人民币共计246.00亿元或等 值外币的授信融资，并同意本公司为深圳市海滨制药有限 ...

证券日报网讯 9月3日晚间，健康元发布公告称，公司与平安银行股份有限公司深圳分行签署担保协 议，被担保人分别为深圳市海滨制药有限公司、深圳太太药业有限公司、焦作健康元生物制品有限公司 及健康元海滨药业有限公司，担保金额分别为人民币20，000.00万元、8，000.00万元、20，000.00万元 及10，000.00万元。本次担保被担保人均为本公司全资子公司，不存在关联担保，本次担保无反担保情 况。 （文章来源：证券日报） ...

健康元药业集团 担保进展公告 证券代码：600380 证券简称：健康元 公告编号：临 2025-064 健康元药业集团股份有限公司 关于为控股子公司提供担保进展情况的公告 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： 担保对象及基本情况 | | 被担保人名称 | 深圳市海滨制药有限公司 | | | | --- | --- | --- | --- | --- | | | 本次担保金额 | 20,000 万元 | | | | 担保对象一 | 实际为其提供的担保余额 | 万元 22,785.65 | | | | | 是否在前期预计额度内 | 是 □否 | | □不适用：_________ | | | 本次担保是否有反担保 | □是 否 | | □不适用：_________ | | 担保对象二 | 被担保人名称 | 深圳太太药业有限公司 | | | | | 本次担保金额 | 8,000 万元 | | | | | 实际为其提供的担保余额 | 万元 0.00 | | | | | 是否在前期预计额度内 | 是 □否 ...

截至2025年9月2日 09:42，中证全指自由现金流指数(932365)上涨0.86%，成分股白银有色(601212)上涨10.08%，捷佳伟创(300724)上涨8.93%，国药现代 (600420)上涨3.91%，健康元(600380)上涨3.66%，洛阳钼业(603993)上涨3.40%。自由现金流ETF基金(159233)上涨1.24%， 冲击4连涨。最新价报1.14元。拉 长时间看，截至2025年9月1日，自由现金流ETF基金近2周累计上涨3.58%。 自由现金流ETF基金紧密跟踪中证全指自由现金流指数，中证全指自由现金流指数选取100只自由现金流率较高的上市公司证券作为指数样本，以反映现金 流创造能力较强的上市公司证券的整体表现。 数据显示，截至2025年8月29日，中证全指自由现金流指数(932365)前十大权重股分别为中国海油(600938)、五粮液(000858)、中远海控(601919)、洛阳钼业 (603993)、格力电器(000651)、牧原股份(002714)、中国铝业(601600)、陕西煤业(601225)、正泰电器(601877)、泸州老窖(000568)，前十大权重股合计占 ...

Investment Rating - The report assigns a rating of "Accumulate" for the company, indicating a potential stock price increase of 5% to 15% over the next six months [7][18]. Core Insights - The company reported a revenue of 7.898 billion yuan, a decrease of 4.1%, and a net profit of 785 million yuan, an increase of 1.1%, which aligns with expectations [3]. - The gross profit margin slightly decreased to 62.2%, down by 1.1 percentage points, while the net profit margin improved to 22.3%, up by 1.7 percentage points, indicating stable profitability [4]. - The chemical preparation segment faced short-term pressure, with sales revenue of 3.768 billion yuan, down by 7.5%, primarily due to the impact of centralized procurement policies and intensified market competition [5]. - The health food segment showed robust growth, achieving revenue of 244 million yuan, an increase of 35.2% [5]. - The company has made significant progress in its innovative product pipeline, particularly in the respiratory field, with over 10 first-class innovative drugs under development [6]. Financial Summary - The company expects net profits for 2025, 2026, and 2027 to be 1.407 billion yuan, 1.456 billion yuan, and 1.566 billion yuan, respectively, with corresponding EPS of 0.77 yuan, 0.80 yuan, and 0.86 yuan [7]. - The current market capitalization is approximately 22.74 billion yuan, with a closing price of 12.42 yuan [9]. - The projected P/E ratios for the next three years are 16 times for 2025, 15.6 times for 2026, and 14.5 times for 2027 [7].

Core Viewpoint - The weight loss drug sector has shown a significant increase, with a rise of 2.99% as of September 1, ranking it seventh among concept sectors, driven by strong performances from several stocks [1][2]. Group 1: Sector Performance - The weight loss drug sector saw 48 stocks increase in value, with notable gainers including Baihua Pharmaceutical (up 10.91%), Dezhan Health (up 10.00%), and Health元 (up 9.98%) [1][2]. - Conversely, stocks such as Sichuan Shuangma, Nawei Technology, and Deyuan Pharmaceutical experienced declines, with drops of 3.73%, 3.61%, and 1.64% respectively [1][2]. Group 2: Capital Flow - The weight loss drug sector attracted a net inflow of 1.528 billion yuan, with 35 stocks receiving net inflows, and 6 stocks exceeding 100 million yuan in net inflows [2][3]. - Leading the net inflow was Heng Rui Pharmaceutical, which saw a net inflow of 524 million yuan, followed by Fosun Pharmaceutical (233 million yuan), Health元 (213 million yuan), and Yi Pin Hong (128 million yuan) [2][3]. Group 3: Stock Specifics - Health元, Dezhan Health, and Baihua Pharmaceutical had the highest net inflow ratios at 28.67%, 26.23%, and 16.34% respectively [3]. - Specific stock performances included Heng Rui Pharmaceutical (up 3.20% with a turnover rate of 1.37%), Fosun Pharmaceutical (up 6.38% with a turnover rate of 4.71%), and Health元 (up 9.98% with a turnover rate of 3.05%) [3][4].

Group 1 - The A-share pharmaceutical sector continues to show strength, with the only ETF tracking the pharmaceutical index (562050) reaching a new high of 1.150 yuan, up 3% [1] - The ETF covers 50 leading pharmaceutical companies, heavily investing in innovative drugs while also considering traditional Chinese medicine [1] - Notable stock performances include a surge of over 16% for Xingqi Eye Hospital, with several companies like Changchun High-tech and Huahai Pharmaceutical hitting the daily limit [1] Group 2 - On August 28, the National Healthcare Security Administration announced the preliminary review of the 2025 medical insurance and commercial insurance innovative drug directory, focusing on new drugs [3] - The approval of 210 innovative drugs and 269 innovative medical devices during the 14th Five-Year Plan period indicates a sustained growth trend in the sector [3] - China's biopharmaceutical market has become the second largest globally, with approximately 30% of innovative drugs under development worldwide [3] Group 3 - The government emphasizes the need for high-quality technological supply and policy support to enhance the biopharmaceutical industry, aiming for the development of more effective new drugs [3] - Traditional Chinese medicine is also highlighted, with a focus on innovation to promote its modernization and industrialization [3] Group 4 - Investment opportunities are identified in leading pharmaceutical companies through the only pharmaceutical ETF (562050) and its linked fund (024986), which focuses on innovative drugs and high-barrier generic drugs [4] - The largest medical ETF (512170) is recommended for exposure to medical devices and services, with a significant correlation to AI healthcare [4]

9月1日早盘，制药板块快速崛起，全市场唯一跟踪制药板块的药ETF（562050）拉升涨超2%，场内最 高价触及上市新高！ 成份股方面，长春高新、健康元双双涨停，华海药业、百济神州涨超7%。博瑞医药、吉林敖东、达仁 堂等少数股下跌。 | 分时 多日 1分 5分 · | | | | | | F9 盘前盘后 盛加 九转 面线 工具 (2 2) | | | | | | 药ETF ① 买 562050 | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 1.148 | | | | | 562050[药ETF] 10:32 6? 1.142 酒饮 0.023(2.06%) 均价 1.134 品-2.59% | | | | 1.142 +0.023 +2.06% | | | | | | 1.138 | Martin | | | | | | 1.73% | SSE CNY 10:32:56 交易中 | | | | 10 + | | | | | | | | | | | | 净值走势 华宝中证制药E ...

瑞财经 钟鸣辰健康元(SH600380)近日发布2025年半年报，上半年同比增利不增收。 | 主要会计数据 | 本报告期 | 上年同期 | 本报告期比上年同 | | --- | --- | --- | --- | | | (1-6月) | | 期增减(%) | | 营业收入 | 7,898,328,250.41 | 8,234,634,099.45 | -4.08 | | 利润总额 | 2,072,742,025.46 | 1.982,029,350.87 | 4.58 | | 归属于上市公司股东的净利润 | 784,939,913.34 | 776.424.466.87 | 1.10 | | 归属于上市公司股东的扣除非经常性 损益的净利润 | 769,813,117.30 | 761,906,569.72 | 1.04 | | 经营活动产生的现金流量净额 | 1,926,356,658.10 | 1,737,299,772.25 | 10.88 | | | 本报告期末 | 上年度末 | 本报告期末比上年 度末增减(%) | | 归属于上市公司股东的净资产 | 14,645,400,560.24 | 14.5 ...