Summary of Key Points Core Viewpoint - The company held a performance briefing on May 14, 2025, to discuss its 2024 annual and 2025 Q1 results, as well as cash dividends, addressing investor concerns about its business operations and financial performance [1]. Group 1: Company Performance - The company reported a revenue of 1,004,827.94 million yuan and a net profit attributable to shareholders of 21,327.23 million yuan for 2024 [3]. - The decline in gross margins for both wholesale and retail businesses was attributed to the impact of centralized procurement and medical insurance cost control policies, which have generally pressured industry performance [2][4]. Group 2: Future Growth Drivers - The company aims to establish a professional healthcare service platform in Heilongjiang Province, focusing on four main business areas: pharmaceutical distribution, retail, medical services, and logistics [2]. - The strategic plan includes targeting three major terminals and six key markets, with a structured approach to enhance market share and core competitiveness [2]. Group 3: Industry Challenges and Responses - The company is closely monitoring national pharmaceutical policies and adapting its strategies to mitigate the effects of policy changes on profitability and market share [4]. - Efforts include optimizing operational strategies, enhancing collaboration with upstream suppliers, and expanding the product range to address the challenges posed by declining gross margins [4].

证券代码:600829 证券简称:人民同泰 编号:临 2025-011 哈药集团人民同泰医药股份有限公司 关于2024 年度暨2025 年第一季度业绩暨现金分红说明 会召开情况的公告 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。 回答：尊敬的投资者您好，公司致力于打造黑龙江省内专业的医药大 健康服务平台，深耕"医药分销＋医药零售＋医疗服务＋物流配送"四大 领航业务，锁定三大终端六大市场，以"一个目标、两张地图、三大体系、 四个板块、五个支撑"为指导，大力拓展医疗、商业、器械、零售、DTP 板 块市场份额，加快省内布局，推进地域性协同发展，增强核心竞争力。感 谢您的关注，谢谢！ 问题三：高管您好，请问贵公司本期财务报告中，盈利表现如何？谢 谢。 回答：尊敬的投资者您好，公司 2024 年营业收入 1,004,827.94 万元， 归属于上市股东的净利润 21,327.23 万元，因为受到集中带量采购提质扩 面、深化医保支付方式改革等多方面政策影响，医药流通行业毛利收紧， 公司持续关注行业政策，紧跟市场趋势和需求，健康稳健发展。 ...

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2025-010 哈药集团人民同泰医药股份有限公司 关于召开2024年度暨2025年第一季度业绩 暨现金分红说明会的公告 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： ● 会议召开时间：2025年5月14日（星期三）14:00-16:30。 ● 会议召开地点："全景路演"网站（http://rs.p5w.net）；微信公众号（名称：全景财经）；全景路演 APP。 ● 会议召开方式：网络远程方式。 ● 投资者可将有关问题于2025年5月7日-2025年5月13日12:00前访问http://ir.p5w.net/zj/，或扫描下方二维 码，进入问题征集专题页面，亦可通过电子邮件形式发送至公司邮箱：renmintongtai@hyrmtt.com.cn， 公司将在说明会上对投资者普遍关注的问题进行回答。 一、说明会类型 哈药集团人民同泰医药股份有限公司（以下简称"公司"）分别于2025年4月12日披露了《2024 ...

证券代码：600829 证券简称：人民同泰 编号：临 2025-010 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： 网上互动交流时间：2025 年 5 月 14 日（星期三）15:00-16:30。 2．会议召开地点："全景路演"网站（http://rs.p5w.net）；微信公众号（名 称：全景财经）；全景路演APP。 会议召开时间：2025 年 5 月 14 日（星期三）14:00-16:30。 会议召开地点："全景路演"网站（http://rs.p5w.net）；微信公众号（名称： 全景财经）；全景路演 APP。 会议召开方式：网络远程方式。 投资者可将有关问题于 2025 年 5 月 7 日-2025 年 5 月 13 日 12:00 前访问 http://ir.p5w.net/zj/，或扫描下方二维码，进入问题征集专题页面，亦可通 过电子邮件形式发送至公司邮箱：renmintongtai@hyrmtt.com.cn，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 ...

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 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 公司董事会、监事会及董事、监事、高级管理人员保证季度报告内容的真实、准确、完整，不存在虚假 记载、误导性陈述或重大遗漏，并承担个别和连带的法律责任。 公司负责人朱卫东、主管会计工作负责人管平及会计机构负责人（会计主管人员）张鉴保证季度报告中 财务信息的真实、准确、完整。 第一季度财务报表是否经审计 □是 √否 一、主要财务数据 (一)主要会计数据和财务指标 单位：元 币种：人民币 ■ 报告期内，公司营业收入266,681.01万元，同比增加6,877.48万元，增长2.65%，主要原因：一是批发商 业业务，公司深入挖掘潜力客户资源，商业销售同比增长；二是零售业务，公司推进DTP业务销售发 展，通过积极承接处方外流市场，丰富DTP经营品种，持续提升员工专业药事服务能力，零售板块销售 同比增长；三是器械业务销售同比增长。 报告期内，公司归属于上市公司股东的净利润4,584.09 ...

Financial Performance - The company's operating revenue for Q1 2025 was CNY 2,666,810,119.69, an increase of 2.65% compared to CNY 2,598,035,321.93 in the same period last year[4] - Net profit attributable to shareholders decreased by 41.48% to CNY 45,840,864.76 from CNY 78,333,942.38 year-on-year[4] - The basic earnings per share fell by 41.45% to CNY 0.0791 from CNY 0.1351 in the previous year[4] - The operating profit for Q1 2025 was RMB 60,682,040.14, a decrease of 41% compared to RMB 102,880,789.51 in Q1 2024[20] - The net profit for Q1 2025 was CNY 45,840,887.15, a decrease of 41.5% compared to CNY 78,333,942.38 in Q1 2024[21] - The basic and diluted earnings per share for Q1 2025 were CNY 0.0791, down from CNY 0.1351 in Q1 2024, representing a decline of 41.5%[21] - The company's revenue for Q1 2025 was 782,857.14 RMB, a decrease of 39.2% compared to 1,287,954.56 RMB in Q1 2024[29] - Operating profit for Q1 2025 was 26,796.39 RMB, down from 580,778.56 RMB in Q1 2024, indicating a significant decline in profitability[29] - Net profit for Q1 2025 was 20,100.11 RMB, compared to 580,778.56 RMB in Q1 2024, reflecting a decrease of approximately 96.5%[30] Assets and Liabilities - The total assets at the end of the reporting period were CNY 7,198,652,143.92, reflecting a slight increase of 0.45% from CNY 7,166,181,171.04 at the end of the previous year[5] - Total assets as of March 31, 2025, amounted to RMB 7,198,652,143.92, compared to RMB 7,166,181,171.04 at the end of 2024[16] - Total liabilities decreased to RMB 4,271,667,512.60 as of March 31, 2025, from RMB 4,285,037,426.87 at the end of 2024[16] - The total current assets amounted to CNY 690,736,664.29 as of March 31, 2025, compared to CNY 691,028,886.44 at the end of 2024[26] - Total liabilities as of the end of the reporting period were 57,750,282.81 RMB, slightly down from 58,188,357.11 RMB in the previous period[28] Cash Flow - The company experienced a net cash flow from operating activities of -CNY 302,722,327.06, an improvement from -CNY 336,296,768.32 in the previous year[4] - The net cash flow from operating activities for Q1 2025 was -CNY 302,722,327.06, an improvement from -CNY 336,296,768.32 in Q1 2024[23] - The net cash flow from operating activities for Q1 2025 was 214,715.31 RMB, a recovery from a negative cash flow of -604,123.19 RMB in Q1 2024[33] - The company reported a decrease in cash flow from investing activities, with a net cash outflow of -CNY 626,498.89 in Q1 2025 compared to -CNY 1,131,156.33 in Q1 2024[24] - The company’s cash flow from financing activities generated a net inflow of CNY 28,014,768.39 in Q1 2025, down from CNY 130,771,358.30 in Q1 2024[24] Shareholder Information - The company reported a total of 28,753 ordinary shareholders at the end of the reporting period[9] Business Operations - The increase in accounts receivable led to a rise in bad debt provisions, contributing to the decline in net profit[4] - The wholesale business faced margin pressure due to policy impacts, affecting overall profitability[4] - The company plans to enhance its DTP business and improve professional pharmaceutical service capabilities to drive retail sales growth[5] - Accounts receivable increased to RMB 4,513,327,199.29 as of March 31, 2025, compared to RMB 4,054,299,495.65 at the end of 2024, indicating a growth of 11.3%[14] - Inventory as of March 31, 2025, was RMB 1,047,211,139.70, a slight decrease from RMB 1,100,790,454.55 at the end of 2024[14] Legal Matters - The company is currently undergoing a major litigation process, with the outcome uncertain, which may impact future profits[12] Financial Position - The cash and cash equivalents as of March 31, 2025, were RMB 745,669,392.99, down from RMB 1,099,832,339.51 as of December 31, 2024[14] - The equity attributable to shareholders increased to RMB 2,927,027,389.95 as of March 31, 2025, compared to RMB 2,881,186,525.19 at the end of 2024[16] - The total equity of the company was reported at 1,601,675,157.48 RMB, showing a marginal increase from 1,601,655,057.37 RMB[28] - Cash and cash equivalents at the end of Q1 2025 were 11,488,646.57 RMB, up from 2,452,554.78 RMB at the end of Q1 2024[33] Management Expenses - The company reported a decrease in management expenses to 637,167.20 RMB in Q1 2025 from 558,744.04 RMB in Q1 2024[29] - The company received 994,000.00 RMB from sales in Q1 2025, significantly higher than 300,000.00 RMB in Q1 2024[32] - The company reported a financial income of -6,423.61 RMB in Q1 2025, compared to -1,205.81 RMB in Q1 2024, indicating an increase in financial costs[29]

人民同泰（600829）公告，2025年第一季度营收为26.67亿元，同比增长2.65%；净利润为4584.09万 元，同比下降41.48%。 ...

4月12日，人民同泰发布年报，2024年实现营业收入100.48亿元，同比下降3.29%；实现归母净利润2.13亿元，同比减少27.00%；实现扣非净利润1.99亿元， 降幅扩大至30.86%；基本每股收益为0.36元/股。 2024年，人民同泰批发业务营收为82.28亿元，同比下降4.89%，主要受带量采购常态化、医保控费及市场竞争加剧影响。2024年，人民同泰已新增2200余个 经营品规并强化供应商合作，但毛利空间仍持续收窄，公立医院销售规模缩减叠加客户账期管控趋严，导致收入与利润承压。 | 主要会计数据 | 2024年 | 2023年 | 本期比 上年同 期增减 | 2022 | | --- | --- | --- | --- | --- | | | | | (%) | | | 营业收入 | 10,048,279,393.68 | 10,389,980,124.13 | -3.29 | 9.641.09 | | 归属于上市公司股 | 213,272,260.12 | 292.161.807.26 | -27.00 | 264.47 | | 东的净利润 | | | | | | 归属于上市公司股 | | | ...

近日，人民同泰发布2024年财报。披露公司去年营收下降3.29%至100.48亿元，归属净利润下降27%至2.13亿元。 对于净利润减少，公告解释称，一是销售同比降低，利润减少，二是毛利率同比下降，其中批发板块毛利空间收紧； 零售板块品种的销售结构变化，本期 DTP 品种销售占比提高，毛利减少。公司合理控制费用支出，仍无法弥补毛利额 下降导致的净利润减少。 对于医药零售业务，公告介绍，截至报告期末，公司旗下直营门店数量 382 家，其中，哈尔滨市内门店数量为 237 家，市外门店数量为 145 家，会员人数 260 余万人，会员销售占比约 78%。报告期内，公司 DTP 专业药房发展良 好，带动零售业务收入增长，由于行业政策、销售品种结构变化及市场竞争加剧等多重因素影响，零售业务毛利率下 降。 公司以市场需求为导向，强化供应链管理工作，持续优化商品结构。同时，公司积极推行多元化营销策略，优化门店 布局，加强对会员的精准服务，不断提升专业服务能力。 公司加大新品引进力度，多渠道丰富商品品种，构建多元化的大健康品类矩阵，提升商品满足率。此外，公司持续强 化商品品牌力，打造具有竞争力的产品梯队，优化商品采购、调拨及 ...

Policy Developments - The National Healthcare Security Administration has established data working groups across all regions, with the aim of enhancing data governance and transparency in healthcare funding [2] Drug and Device Approvals - Jiangsu Tianshili submitted a listing application for the new drug PXT3003, intended for the treatment of Charcot-Marie-Tooth disease type 1A [4] Capital Markets - Ruijian Pharmaceutical completed nearly 100 million RMB in B+ round financing, bringing total financing to over 200 million RMB in less than six months [6] - Weichan Medical announced the completion of several million RMB in angel round financing, aimed at accelerating product development and market entry [7] - Novartis plans to invest $23 billion in the U.S. over the next five years to enhance production capabilities and ensure the domestic supply of critical medications [8] Industry Events - Boya Bio disclosed plans to sell 80% of its subsidiary, Boya Xinha, to focus on its core blood products business, with an initial listing price of 213 million RMB [10] Financial Reports - Pumen Technology reported a revenue of 1.148 billion RMB for 2024, with a net profit of 345 million RMB, reflecting a 5.12% increase [12] - Huaxi Biotechnology's revenue for 2024 was 5.371 billion RMB, down 11.61%, with a net profit of 174 million RMB, down 70.59% [13] - Watson Bio reported a revenue of 2.821 billion RMB for 2024, down 31.41%, with a net profit of 142 million RMB, down 66.10% [14] - Innovation Medical reported a revenue of 816 million RMB for 2024, with a net loss of 93.95 million RMB [15] - People's Tongtai reported a revenue of 10.048 billion RMB for 2024, down 3.29%, with a net profit of 213 million RMB, down 27% [16] - Haizike reported a revenue of 3.721 billion RMB for 2024, with a net profit of 395 million RMB, up 34% [17] - Hainan Haiyao reported a revenue of approximately 999 million RMB for 2024, down 33%, with a net loss of 1.525 billion RMB [18] - Wantai Bio reported a revenue of approximately 2.245 billion RMB for 2024, down 59.25%, with a net profit of 106 million RMB, down 91.49% [19] Public Opinion Alerts - Xinghao Pharmaceutical announced the resignation of director Li Huiqu due to personal reasons, effective April 11, 2025 [21] - Zhaoyan New Drug acknowledged unusual fluctuations in its stock price, linked to a recent FDA plan that may impact the industry [23]