上海第一医药股份有限公司 关于全资子公司拟签订房屋征收补偿协议的公告 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、本次交易概述 根据上海市黄浦区人民政府《上海市黄浦区人民政府房屋征收决定》（黄府征【2024】 4 号），位于上海市黄浦区北京东路 360 弄 12 号底层客堂房屋、5 号底后厢房屋、7 号 底东后厢房屋、5.7 号底层客堂房屋、7 号底西后厢房屋、5 号底层中厢房屋、5 号底层 东前厢房屋、5 号底客天井房屋的 8 处相邻房屋被纳入黄浦区 149、151 街坊旧城区改建 房屋征收范围。上述八处房屋系公司全资子公司第一医药商店连锁经营有限公司（以下 简称"一医连锁"）向上海新黄浦（集团）有限责任公司承租的公有非居住房屋，主要 用于自用仓储，部分用于对外出租经营使用。 本次房屋征收单位为"上海市黄浦区住房保障和房屋管理局"，房屋征收实施单位 为"上海市黄浦第五房屋征收服务事务所有限公司"，房屋评估单位为"上海百盛房地 产估价有限责任公司"。 经多次协商，目前已就征收补偿事宜基本达成一致，一医连锁拟与房屋征收 ...

根据补偿协议，一医连锁可获得该8处房屋的征收补偿款合计为3277.6万元，支付日期为协议生效、搬 离并签署结算单之日起90日内。 格隆汇10月10日丨第一医药（维权）(600833.SH)公布，根据上海市黄浦区人民政府《上海市黄浦区人 民政府房屋征收决定》（黄府征【2024】4号），位于上海市黄浦区北京东路360弄12号底层客堂房屋、 5号底后厢房屋、7号底东后厢房屋、5.7号底层客堂房屋、7号底西后厢房屋、5号底层中厢房屋、5号底 层东前厢房屋、5号底客天井房屋的8处相邻房屋被纳入黄浦区149、151街坊旧城区改建房屋征收范围。 上述八处房屋系公司全资子公司第一医药商店连锁经营有限公司（以下简称"一医连锁"）向上海新黄浦 （集团）有限责任公司承租的公有非居住房屋，主要用于自用仓储，部分用于对外出租经营使用。 本次房屋征收单位为"上海市黄浦区住房保障和房屋管理局"，房屋征收实施单位为"上海市黄浦第五房 屋征收服务事务所有限公司"，房屋评估单位为"上海百盛房地产估价有限责任公司"。 经多次协商，目前已就征收补偿事宜基本达成一致，一医连锁拟与房屋征收单位、房屋征收实施单位签 订《上海市国有土地上房屋征收补偿协议》 ...

格隆汇10月10日丨第一医药(600833.SH)公布，根据上海市黄浦区人民政府《上海市黄浦区人民政府房 屋征收决定》（黄府征【2024】4号），位于上海市黄浦区北京东路360弄12号底层客堂房屋、5号底后 厢房屋、7号底东后厢房屋、5.7号底层客堂房屋、7号底西后厢房屋、5号底层中厢房屋、5号底层东前 厢房屋、5号底客天井房屋的8处相邻房屋被纳入黄浦区149、151街坊旧城区改建房屋征收范围。上述八 处房屋系公司全资子公司第一医药商店连锁经营有限公司（以下简称"一医连锁"）向上海新黄浦（集 团）有限责任公司承租的公有非居住房屋，主要用于自用仓储，部分用于对外出租经营使用。 根据补偿协议，一医连锁可获得该8处房屋的征收补偿款合计为3277.6万元，支付日期为协议生效、搬 离并签署结算单之日起90日内。 经多次协商，目前已就征收补偿事宜基本达成一致，一医连锁拟与房屋征收单位、房屋征收实施单位签 订《上海市国有土地上房屋征收补偿协议》及《黄浦区149、151街坊（企事业单位）结算单》（以下简 称"补偿协议"）。 本次房屋征收单位为"上海市黄浦区住房保障和房屋管理局"，房屋征收实施单位为"上海市黄浦第五房 屋征收服 ...

第一医药（600833.SH）10月9日在投资者互动平台表示，公司目前在上海地区拥有208家门店，积极覆 盖15分钟便民圈，相应网点均可通过高德地图进行定位，为周边社区居民提供健康服务。 （记者 曾健辉） 每经AI快讯，有投资者在投资者互动平台提问：关注到近期阿里联合高德发布扫街榜，公司与阿里巴 巴或高德地图是否有合作？公司在上海地区药店细分领域扫街榜排在第几位？ ...

证券代码：600833 证券简称：第一医药 公告编号：临 2025-046 上海第一医药股份有限公司 关于 2025 年半年度业绩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。 上海第一医药股份有限公司（以下简称"公司"）2025 年半年度业绩说明 会于 2025 年 9 月 26 日（星期五）下午 15:00-16:00 通过上海证券交易所上证路 演中心（网址：http://roadshow.sseinfo.com/）以网络互动的方式召开。现将 本次说明会召开情况公告如下： 一、本次说明会召开情况 2025 年 9 月 19 日，公司在上海证券交易所网站（www.sse.com.cn）披露了 《关于召开 2025 年半年度业绩说明会的公告》（公告编号：临 2025-045）。 公司党委书记、董事长张海波先生，党委副书记、副董事长、总经理姚军先 生，独立董事汪丰先生、唐松莲女士、陈少雄先生以及董事会秘书、财务总监孙 峥先生出席了本次说明会，就公司 2025 年半年度的经营成果及财务指标等情况 与投资者进行 ...

Market Overview - On September 24, the pharmaceutical commercial sector rose by 0.12% compared to the previous trading day, with Yifeng Pharmacy leading the gains [1] - The Shanghai Composite Index closed at 3853.64, up 0.83%, while the Shenzhen Component Index closed at 13356.14, up 1.8% [1] Stock Performance - Yifeng Pharmacy (603939) closed at 25.29, with a gain of 3.06% and a trading volume of 74,600 shares, amounting to a transaction value of 189 million [1] - Other notable performers included: - Yao Yigou (300937) at 27.01, up 2.70% [1] - First Pharmaceutical (600833) at 14.12, up 2.54% [1] - Run Da Medical (603108) at 16.12, up 2.15% [1] - Liu Pharmaceutical Group (603368) at 19.65, up 1.71% [1] Capital Flow - The pharmaceutical commercial sector experienced a net outflow of 69.46 million from institutional investors, while retail investors saw a net inflow of 46.06 million [2] - The capital flow for individual stocks showed: - Shanghai Pharmaceutical (601607) had a net inflow of 29.57 million from institutional investors [3] - Liu Pharmaceutical Group (603368) saw a net inflow of 21.71 million from institutional investors [3] - Yifeng Pharmacy (603939) had a net inflow of 4.22 million from institutional investors [3]

Core Insights - The 19th China Time-Honored Brand Expo is being held in Shanghai from September 19 to 21, showcasing over 200 time-honored brands and 170 new products, with a theme of "Inheritance and Innovation" [1][9] - The expo highlights the integration of traditional craftsmanship with modern consumer demands, leading to a surge in national trend consumption [1][8] Group 1: Product Innovation - The food and beverage sector is leveraging cross-industry collaborations, such as the "Nong Hao Shanghai" gift box that combines traditional pastries with modern design elements [2][3] - 72% of new food products feature low-sugar and zero-additive recipes, while 65% are packaged in smaller, portable formats to appeal to younger consumers [3][8] - New product offerings include innovative items like the "搭饭" series from Shanghai Meilin, which provides convenient meal options for fast-paced lifestyles [6] Group 2: Technological Advancements - The expo showcases technological innovations, such as the Ice Spring Cotton T-shirt that offers a cooling effect exceeding industry standards by 1.6 times [4] - The eyewear industry is also innovating with a collaboration that integrates art and technology, featuring a seven-in-one automatic eye examination device [4] Group 3: Cultural Integration - The event emphasizes the cultural significance of products, with brands like Dragon and Phoenix embracing modern aesthetics while preserving traditional techniques [5][8] - The integration of traditional brands with contemporary culture is evident, as seen in the collaboration between Wu Liangcai glasses and Dunhuang Museum [8] Group 4: Market Trends - The expo reflects a shift in consumer preferences, with 78% of families seeking comprehensive health solutions, leading to the creation of all-age health spaces [7] - The event also features immersive experiences that blend nostalgia with modern technology, attracting significant consumer engagement [7][8]

投资者可于 2025 年 9 月 19 日（星期五）至 9 月 25 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 shcred@online.sh.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：600833 证券简称：第一医药 公告编号：临 2025-045 上海第一医药股份有限公司 关于召开 2025 年半年度业绩说明会的公告 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 9 月 26 日（星期五）下午 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.sseinfo.com/） 会议召开方式：上证路演中心网络互动 上海第一医药股份有限公司（以下简称"公司"）已于 2025 年 8 月 20 日发 布公司 2025 年半年度报告，为便于广大投资者 ...

Market Overview - The pharmaceutical commercial sector increased by 0.19% on September 16, with Saily Medical leading the gains [1] - The Shanghai Composite Index closed at 3861.87, up 0.04%, while the Shenzhen Component Index closed at 13063.97, up 0.45% [1] Top Gainers - Saily Medical (603716) closed at 31.80, up 5.75% with a trading volume of 461,500 shares and a transaction value of 1.457 billion [1] - First Pharmaceutical (600833) closed at 14.33, up 3.47% with a trading volume of 159,400 shares and a transaction value of 229 million [1] - Ruikang Pharmaceutical (002589) closed at 3.05, up 2.35% with a trading volume of 564,800 shares and a transaction value of 170 million [1] Other Notable Stocks - Haiwang Biological (000078) closed at 2.72, up 1.87% with a trading volume of 472,600 shares and a transaction value of 128 million [1] - Yiyigou (300937) closed at 28.06, up 1.41% with a trading volume of 13,100 shares and a transaction value of 36.54 million [1] Market Capital Flow - The pharmaceutical commercial sector saw a net inflow of 1.0663 million from institutional investors, while retail investors had a net inflow of 3.2772 million [2] - However, speculative funds experienced a net outflow of 33.8383 million [2] Individual Stock Capital Flow - Saily Medical had a net inflow of 99.8444 million from institutional investors, while it faced a net outflow of 39.1679 million from speculative funds [3] - First Pharmaceutical saw a net inflow of 21.4721 million from institutional investors, but a net outflow of 2.02355 million from retail investors [3] - Ruikang Pharmaceutical had a net inflow of 8.2730 million from institutional investors, with a slight net outflow from speculative funds [3]

Group 1 - The core viewpoint of the news is that Shanghai First Pharmaceutical Co., Ltd. experienced a stock price increase of 5.2%, reaching 14.57 yuan per share, with a total market capitalization of 3.25 billion yuan [1] - The company is primarily engaged in pharmaceutical retail and wholesale, established in 1992 and listed in 1994 [1] - The trading volume for the stock was 130 million yuan, with a turnover rate of 4.07% [1] Group 2 - According to data, GF Fund's Guangfa Innovation Upgrade Mixed Fund (002939) entered the top ten circulating shareholders of First Pharmaceutical, holding 2.7467 million shares, which is 1.23% of the circulating shares [2] - The fund has achieved a year-to-date return of 35.77% and a one-year return of 77.71%, ranking 1923 out of 8174 and 1157 out of 7982 in its category, respectively [2] - Since its inception, the fund has generated a return of 155.89% [2] Group 3 - The fund manager Liu Gesong has a tenure of 12 years and 28 days, with a total fund asset size of 29.462 billion yuan and a best return of 145.13% during his tenure [3] - Co-manager Wu Yuanyi has a tenure of 4 years and 353 days, managing assets of 20.478 billion yuan, with a best return of 107.14% [3]