Market Overview - The pharmaceutical commercial sector declined by 1.33% on November 19, with Renmin Tongtai leading the losses [1] - The Shanghai Composite Index closed at 3946.74, up 0.18%, while the Shenzhen Component Index closed at 13080.09, unchanged [1] Stock Performance - Key stocks in the pharmaceutical commercial sector showed varied performance, with Jianfa Zhixin rising by 3.19% to a closing price of 34.00, while Renmin Tongtai fell by 9.99% to 15.95 [2][1] - The trading volume for Jianfa Zhixin was 180,800 shares, with a transaction value of 620 million yuan [1] - Other notable stocks included Yifeng Pharmacy, which increased by 0.46%, and Shanghai Pharmaceuticals, which decreased by 0.39% [1] Capital Flow - The pharmaceutical commercial sector experienced a net outflow of 436 million yuan from institutional investors, while retail investors saw a net inflow of 408 million yuan [2] - The data indicates that retail investors are more active in the sector despite the overall decline in stock prices [2] Individual Stock Capital Flow - Jianfa Zhixin had a net inflow of 70.39 million yuan from institutional investors, while Renmin Tongtai saw a significant outflow of 1.20 billion yuan from retail investors [3] - Other stocks like Guoyao Yizhi and Zhongyao Holdings also experienced mixed capital flows, with Guoyao Yizhi having a net inflow of 7.36 million yuan from institutional investors [3]

Core Viewpoint - Alliance Healthcare Asia Pacific Limited has agreed to transfer its entire 11.04% stake in Nanjing Pharmaceutical to Guangzhou Guangyao Phase II Fund for a total consideration of approximately RMB 748.81 million at a price of RMB 5.18 per share [2][8] Group 1: Share Transfer Details - The share transfer involves 144,557,431 shares, which represents 11.04% of the total share capital of Nanjing Pharmaceutical [2][8] - Following the completion of the transfer, Alliance Healthcare will no longer hold any shares in the company, while Guangzhou Guangyao Phase II Fund will hold the entire 11.04% stake [2][8] Group 2: Strategic Investment Agreement - On September 26, 2025, Nanjing Pharmaceutical's board approved a strategic investment agreement with Guangzhou Baiyunshan Pharmaceutical Group and Guangzhou Guangyao Phase II Fund [6][7] - The agreement aims to establish a long-term strategic partnership based on principles of mutual benefit, resource sharing, and innovation [7] Group 3: Lock-up Commitment - Guangzhou Guangyao Phase II Fund has committed not to transfer the acquired shares for 18 months following the registration of the share transfer, with certain exceptions [3][8] - This commitment includes any shares derived from stock dividends or capital increases during the lock-up period [3][8] Group 4: Regulatory Compliance - The company has disclosed the necessary reports and announcements regarding the share transfer and strategic investment agreement in accordance with regulatory requirements [3][9] - The revised simplified equity change report has been prepared to reflect the updated lock-up commitment [3][9]

证券代码：600713 证券简称：南京医药 编号：ls2025-140 债券代码：110098 债券简称：南药转债 南京医药股份有限公司 关于签订《战略投资协议》的进展公告 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、《战略投资协议》签订的基本情况 白云山下属广药二期基金拟通过协议方式投资受让公司现第二大股东 Alliance Healthcare Asia Pacific Limited（以下简称"Alliance Healthcare"）所全 部持有的公司 144,557,431 股股票（以下简称"目标股份"），占协议签署之日 公司总股本的 11.04%。公司与白云山通过本次战略投资合作，构建"耐心资本" 长期稳定战略合作关系，并以"优势互补、资源共享；平等互利、共同发展；创 新驱动、协同探索；诚信合作、长期主义"为根本原则，在资本层面、自有工业 品种分销渠道、中医药领域计划展开深度合作，促进协议各方健康稳定可持续高 质量发展，树立上市公司良好资本市场形象。详情请见公司于 2025 年 9 月 29 日对外披露的编 ...

格隆汇11月17日丨南京医药(600713.SH)公布，近日，公司收到广药二期基金《告知函》，广药二期基 金已取得其国资主管单位广州医药集团有限公司出具的《广药集团关于广州广药二期基金股权投资合伙 企业（有限合伙）受让南京医药股份有限公司11.04%股份的批复》，同意广药二期基金通过协议转让 方式受让Alliance Healthcare持有的南京医药1.45亿股非限售股份，占《战略投资协议》签署之日南京医 药总股本的11.04%，转让价款为人民币7.49亿元。 广药二期基金同时出具《承诺函》，承诺自目标股份过户登记至广药二期基金名下之日起18个月内，广 药二期基金不会对外转让目标股份（不包括转让给白云山控制的其他主体）。在前述期限内，因南京医 药送股、转增股本等事项而衍生、增加的股份，亦遵守前述股份锁定安排。 ...

南京医药股份有限公司 简式权益变动报告书（修订稿） 三、依据《中华人民共和国证券法》《上市公司收购管理办法》的规定，本报 告书已全面披露了信息披露义务人在南京医药股份有限公司拥有权益的股份变动情 况。 截至本报告书签署之日，除本报告书披露的信息外，信息披露义务人没有通过 任何其他方式增加或减少其在南京医药股份有限公司中拥有权益的股份。 四、本次权益变动尚需取得有权国资主管单位的批准。 上市公司名称：南京医药股份有限公司 股票上市地点：上海证券交易所 股票简称：南京医药 股票代码：600713 信息披露义务人：广州广药二期基金股权投资合伙企业（有限合伙） 住所：广州市南沙区东涌镇庆沙路 96 号首层 B 区 101 房-41 通讯地址：广州市天河区临江大道发展中心大厦 16 楼 A2 股份变动性质：持股比例增加 11.04%（协议转让） 签署日期：2025 年 11 月 17 日 1 信息披露义务人声明 一、本报告书系依据《中华人民共和国证券法》《上市公司收购管理办法》《 公开发行证券的公司信息披露内容与格式准则第15号——权益变动报告书》及其他 相关法律、法规和规范性文件编制。 二、信息披露义务人签署本报告书 ...

证券代码：600713 证券简称：南京医药 编号：ls2025-141 债券代码：110098 债券简称：南药转债 南京医药股份有限公司 关于简式权益变动报告书修订说明的公告 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。 2025 年 9 月 26 日，南京医药股份有限公司（以下简称"公司"或"南京医 药"）第二大股东 Alliance Healthcare Asia Pacific Limited（以下简称"Alliance Healthcare"）与广州广药二期基金股权投资合伙企业（有限合伙）（以下简称 "广药二期基金"）签署《关于南京医药股份有限公司 11.04%股份的股份转让 合同》，将其持有的全部 144,557,431 股（以下简称"目标股份"）公司股份（占 公司目前总股本的 11.04%）转让给广药二期基金，转让价格为 5.18 元/股（人民 币，下同），转让总金额为 748,807,492.58 元。本次权益变动完成后，Alliance Healthcare 将不再持有公司股份，广药二期基金将持有公司 144 ...

南财智讯11月17日电，南京医药公告，广州广药二期基金股权投资合伙企业（有限合伙）拟通过协议转 让方式受让AllianceHealthcareAsiaPacificLimited持有的公司144,557,431股股份，占公司总股本的 11.04%。本次权益变动前，信息披露义务人未持有公司股份；本次权益变动完成后，将持有公司 11.04%股份。交易尚需取得有权国资主管单位批准，并经上海证券交易所合规性审核及在中国证券登 记结算有限责任公司上海分公司办理股份过户登记手续，是否能够最终完成存在不确定性。资金来源为 信息披露义务人合法自有或自筹资金。本次权益变动不会导致公司控制权发生变更。 ...

南京医药公告，近日，公司收到广药二期基金《告知函》，广药二期基金已取得其国资主管单位广州医 药集团有限公司出具的《广药集团关于广州广药二期基金股权投资合伙企业（有限合伙）受让南京医药 股份有限公司11.04%股份的批复》，同意广药二期基金通过协议转让方式受让 Alliance Healthcare 持有 的南京医药1.45亿股非限售股份，占《战略投资协议》签署之日南京医药总股本的11.04%，转让价款为 人民币7.49亿元。 ...

Market Overview - The pharmaceutical commercial sector experienced a decline of 1.62% on November 17, with Luyuan Pharmaceutical leading the drop [1] - The Shanghai Composite Index closed at 3972.03, down 0.46%, while the Shenzhen Component Index closed at 13202.0, down 0.11% [1] Stock Performance - Notable gainers included: - Renmin Tongtai (600829) with a closing price of 16.64, up 9.98% and a trading volume of 768,000 shares, totaling 1.276 billion yuan [1] - Other stocks in the sector showed mixed results, with several companies like Shanghai Pharmaceuticals (601607) and Guoyao Yizhi (000028) experiencing declines of 1.20% and 1.53% respectively [1] Capital Flow - The pharmaceutical commercial sector saw a net outflow of 875 million yuan from institutional investors, while retail investors contributed a net inflow of 674 million yuan [2] - The data indicates that retail investors were more active in the market compared to institutional investors during this period [2] Individual Stock Capital Flow - Key stocks with significant capital flow include: - Shuyuan Pingmin (301017) with a net inflow of 17.85 million yuan from institutional investors, while retail investors had a net outflow of 35.94 million yuan [3] - Nanjing Pharmaceutical (600713) had a net inflow of 17.30 million yuan from institutional investors, but also saw outflows from retail investors [3] - Guoyao Yizhi (000028) and Shanghai Pharmaceuticals (601607) also experienced mixed capital flows, with institutional inflows but retail outflows [3]

Core Insights - The company has successfully implemented an automated logistics project using self-driving vehicles to address the challenges of cargo transfer in the pharmaceutical distribution industry [1][2] - The project has significantly reduced the reliance on manual labor for cargo transport within the logistics center, leading to cost savings and increased efficiency [1] Group 1: Project Implementation - The automated driving logistics project was officially launched in October and allows for fully automated cross-warehouse cargo transportation, solving the long-standing issue of cargo transfer within the park [1] - The project utilizes self-driving vehicles inspired by operations at express delivery centers, in collaboration with SF Express, using their White Rhino series of autonomous vehicles [1] Group 2: Cost and Efficiency - The company has adopted a rental model for the self-driving vehicles, with market rental prices ranging from 40,000 to 50,000 yuan per year, eliminating the need for manual driving [2] - The vehicles are equipped with a new energy power system that reduces carbon emissions and can travel 120 kilometers on a single charge, which is sufficient for the 1-kilometer round trip between warehouses [2] - An innovative fully automated notification system has been introduced, which uses IoT SIM cards and 5G modules to automatically notify warehouse personnel upon vehicle arrival, enhancing cargo loading and unloading efficiency by over 30% [2]