证券之星消息，8月26日医药商业板块较上一交易日上涨0.12%，塞力医疗领涨。当日上证指数报收于 3868.38，下跌0.39%。深证成指报收于12473.17，上涨0.26%。医药商业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) | | | --- | --- | --- | --- | --- | --- | --- | | 603716 | 塞力医疗 | 36.40 | 4.99% | 70.75万 | | 25.92亿 | | 301015 | 百洋医药 | 25.78 | 2.14% | 9.60万 | | 2.47亿 | | 600829 | 人民同泰 | 8.47 | 1.68% | ﺑ 21.10万 | | 1.79亿 | | 002788 | 鹭乖医药 | 8.85 | 0.91% | 9.56万 | | 8436.99万 | | 300937 | 药易购 | 30.17 | 0.90% | 2.90万 | | 8718.10万 | | 301017 | 激玉平民 | 12.90 | 0.86% | 4.86万 | | 6256.14万 ...

登录新浪财经APP 搜索【信披】查看更多考评等级 证券代码：600829 证券简称：人民同泰 编号：临2025-026 哈药集团人民同泰医药股份有限公司 关于召开2025年半年度业绩说明会的公告 副总经理、财务负责人：管平女士 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8月29日（星期五）15:00-16:00 ● 投资者可于2025年8月22日（星期五）至8月28日（星期四）16:00前登录上证路演中心网站首页点 击"提问预征集"栏目或通过公司邮箱renmintongtai@hyrmtt.com.cn进行提问。公司将在说明会上对投资 者普遍关注的问题进行回答。 哈药集团人民同泰医药股份有限公司（以下简称"公司"）已于2025年8月9日披露了《2025年半年度报 告》，为便于广大投资者更全面深入地了解公司2025年半年度经营成果、财务状况，公司计划于2025年 8月29日（星期五）15:00-16:00举行2025年半年度业绩说明会，就投资者关心的问题进行交流。 一、说明会类型 ...

证券日报网讯 8月20日晚间，人民同泰发布公告称，公司计划于2025年8月29日（星期五）15：00-16： 00举行2025年半年度业绩说明会。 （文章来源：证券日报） ...

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 8 月 29 日（星期五）15:00-16:00 会议召开地点：上海证券交易所上证路演中心（网址：https://roadshow.ssein fo.com/） 会议召开方式：上证路演中心网络互动 投资者可于 2025 年 8 月 22 日（星期五）至 8 月 28 日（星期四）16:00 前登录上 证路演中心网站首页点击"提问预征集"栏目或通过公司邮箱 renmintongtai@hyrmtt.com. cn 进行提问。公司将在说明会上对投资者普遍关注的问题进行回答。 证券代码：600829 证券简称：人民同泰 编号：临 2025-026 哈药集团人民同泰医药股份有限公司 关于召开 2025 年半年度业绩说明会的公告 副总经理、财务负责人：管平女士 哈药集团人民同泰医药股份有限公司（以下简称"公司"）已于 2025 年 8 月 9 日披露了《2025 年半年度报告》，为便于广大投资者更全面深入地了解公司 2025 年半年度经营成果、财 ...

公司主营收入主要来自医药商业，占比达98.90%，其中：批发-医疗客户：29.72亿元，占比57.72%，毛 利率为6.74%。批发-商业客户：11.46亿元，占比22.26%，毛利率为3.13%。零售：9.74亿元，占比 18.91%，毛利率为15.38%。其他：3573.03万元，占比0.69%，毛利率为26.63%。 财务指标变动原因 近期人民同泰(600829)发布2025年中报，证券之星财报模型分析如下： 经营概况 人民同泰(600829)发布的2025年中报显示，公司营业总收入为51.49亿元，同比上升3.29%。然而，归母 净利润仅为7257.92万元，同比下降46.31%，扣非净利润为7244.14万元，同比下降41.2%。这表明公司 在收入增长的同时，盈利能力显著下降。 单季度数据 第二季度营业总收入为24.83亿元，同比上升3.98%，但归母净利润仅为2673.83万元，同比下降 52.97%，扣非净利润为2731.4万元，同比下降40.72%。这进一步凸显了公司在盈利方面的压力。 主要财务指标 毛利率：8.04%，同比下降11.4%。净利率：1.41%，同比下降48.02%。三费占营收比 ...

Group 1 - The stock price of the company is reported at 8.34 yuan, down 0.04 yuan from the previous trading day, with a trading volume of 101,500 hands and a transaction amount of 85 million yuan [1] - The company's main business is in pharmaceutical commerce, covering drug wholesale and retail [1] - In the first half of 2025, the company achieved operating revenue of 5.149 billion yuan, a year-on-year increase of 3.29%, but the net profit attributable to shareholders decreased by 46.31% to 72.5792 million yuan [1] Group 2 - The decline in performance is primarily attributed to the impact of centralized procurement policies, which have pressured the gross profit margin of the wholesale business [1] - The company reported a significant increase in credit impairment losses, reaching 33.8926 million yuan in the first half of the year, with a year-on-year increase of 43.8% in the provision for bad debts on accounts receivable [1] - The latest announcement indicates that the bad debt provision ratio for accounts receivable aged 2-3 years is as high as 83.11% [1]

集采政策全面冲击批发业务，中报明确指出批发板块受集采等政策的持续影响，药品价格降低，毛利空 间收紧。 同时公司应收账款减值计提激增，信用减值损失达3,389.26万元，同比扩大43.8%。公司应收账款账龄 结构发生变化，2-3年应收账款从期初2,102万增长至6,390万，中小客户2-3年账期坏账计提比例为 83.11%。 南方财经8月11日电，人民同泰（600829.SH）2025年半年度报告显示，公司实现营业收入514,933.09万 元，同比增长3.29%，主要得益于零售板块业务22.81%的增长。然而，归母净利润仅7,257.92万元，同 比暴跌46.31%，毛利率下滑1.04个百分点至8.04%。 ...

Core Viewpoint - The financial report of Renmin Tongtai (600829) for the first half of 2025 shows an increase in revenue but a significant decline in net profit, indicating potential challenges in profitability despite revenue growth [1]. Financial Performance Summary - Total operating revenue reached 5.149 billion yuan, a year-on-year increase of 3.29% [1]. - Net profit attributable to shareholders was 72.5792 million yuan, a year-on-year decrease of 46.31% [1]. - In Q2 2025, operating revenue was 2.483 billion yuan, up 3.98% year-on-year, while net profit dropped 52.97% to 26.7383 million yuan [1]. - Gross margin was 8.04%, down 11.4% year-on-year, and net margin was 1.41%, down 48.02% [1]. - Total expenses (selling, administrative, and financial) amounted to 265 million yuan, accounting for 5.15% of revenue, an increase of 2.78% year-on-year [1]. - Earnings per share were 0.13 yuan, a decrease of 46.29% year-on-year, while operating cash flow per share was -0.22 yuan, an increase of 38.32% year-on-year [1]. Business Model Insights - The company's performance is primarily driven by marketing efforts, necessitating a deeper examination of the underlying factors behind this drive [2]. Cash Flow and Receivables Analysis - The cash flow situation is concerning, with cash and cash equivalents to current liabilities at only 35.6%, and the average operating cash flow over the past three years to current liabilities at 10.23% [3]. - The accounts receivable situation is alarming, with accounts receivable to profit ratio reaching 1912.54% [3].

Core Points - Company reported a total revenue of 5.149 billion yuan, an increase of 164 million yuan or 3.29% year-on-year [1] - Net profit attributable to shareholders decreased to 72.5792 million yuan, down 6.26126 million yuan or 46.31% year-on-year [1] - Operating cash flow showed a net outflow of 127 million yuan, an increase in inflow of 78.6296 million yuan compared to the same period last year [1] Financial Ratios - The latest debt-to-asset ratio is 57.87%, a decrease of 1.47 percentage points from the previous quarter and a decrease of 3.14 percentage points year-on-year [3] - The latest gross profit margin is 8.04%, an increase of 0.22 percentage points from the previous quarter but a decrease of 1.04 percentage points year-on-year [3] - Return on equity (ROE) stands at 2.46%, down 2.37 percentage points compared to the same period last year [3] Earnings and Turnover - Diluted earnings per share are 0.13 yuan, a decrease of 0.11 yuan or 46.29% year-on-year [4] - Total asset turnover ratio is 0.73 times, an increase of 0.04 times or 6.49% year-on-year [4] - Inventory turnover ratio is 4.35 times, an increase of 0.21 times or 5.06% year-on-year [4] Shareholding Structure - The number of shareholders is 27,700, with the top ten shareholders holding 442 million shares, accounting for 76.25% of the total share capital [4] - The largest shareholder is Harbin Pharmaceutical Group Co., Ltd., holding 74.82% [4]

Core Viewpoint - The company, Harbin Pharmaceutical Group Renmin Tongtai Pharmaceutical Co., Ltd., has conducted its second board meeting of the 11th session, approving several key proposals including the 2025 semi-annual report, accounts receivable factoring business, credit impairment loss provision, and the evaluation report of the "Quality Improvement, Efficiency Enhancement, and Return to Shareholders" action plan [4][6][8][24]. Company Overview - The company is a leading pharmaceutical distribution enterprise in Heilongjiang Province, focusing on four main business areas: pharmaceutical distribution, retail, medical services, and logistics [25]. - The company achieved a revenue of 5.149 billion yuan in the first half of 2025, representing a year-on-year growth of 3.29% [25]. Financial Data - The company plans to engage in accounts receivable factoring business with a total amount not exceeding 280 million yuan [15][18]. - The company recognized a credit impairment loss of 33,892,605.88 yuan for the first half of 2025 [20][22]. Board Meeting Decisions - The board meeting approved the semi-annual report and its summary, the proposal for accounts receivable factoring, and the credit impairment loss provision [4][6][8]. - All board members were present, and all proposals were passed unanimously [5][10]. Action Plan Evaluation - The company has implemented the "Quality Improvement, Efficiency Enhancement, and Return to Shareholders" action plan, focusing on enhancing its six core competencies [24][25]. - The company has made significant progress in governance, completing the board restructuring and enhancing the decision-making process [27][28]. Investor Relations Management - The company emphasizes investor relations management, ensuring effective communication and transparency with investors [29][30]. - The company has organized multiple investor meetings and responded to numerous inquiries to maintain open communication channels [29][30].