Core Viewpoint - 九州通, a leading company in the pharmaceutical distribution industry, has announced its participation in the restructuring of Aoyuan Meigu (ST Meigu), aiming to become its controlling shareholder by investing 673 million yuan for 360 million shares post-restructuring [1][5]. Group 1: 九州通 Overview - 九州通's main business includes pharmaceutical distribution, CSO, pharmaceutical manufacturing, and new retail, with a focus on the medical aesthetics sector [5]. - In 2023, 九州通's medical aesthetics business achieved sales revenue of 342 million yuan, a year-on-year increase of 103.06% [5]. - The company reported a total revenue exceeding 150 billion yuan in 2023, with the medical aesthetics segment contributing a relatively small portion [5]. Group 2: Aoyuan Meigu Overview - Aoyuan Meigu's main businesses are bio-based fiber and medical beauty services, previously a regional leader in the medical aesthetics industry [1]. - Aoyuan Meigu has developed well in the medical aesthetics sector, operating several medical beauty hospitals and health management consulting companies [5]. Group 3: Strategic Implications - 九州通 believes that Aoyuan Meigu's medical beauty services will synergize well with its own medical aesthetics business, enhancing overall competitiveness in the beauty and health industry [5]. - The company plans to leverage its supply chain system, operational management experience, and digital capabilities to collaborate with Aoyuan Meigu in various areas, including supply chain integration and core product development [5]. Group 4: Financial Performance - 九州通's financial performance for the first three quarters of 2024 showed a slight decline, with revenue of approximately 113.4 billion yuan, down 0.82% year-on-year, and a net profit of about 1.696 billion yuan, down 6.99% year-on-year [8]. - The implementation of the restructuring investment agreement is subject to the court's approval of Aoyuan Meigu's restructuring plan, indicating uncertainty in the investment's outcome [8].

九州通或拿下奥园美谷控制权。4月23日晚间，九州通公告拟斥资6.73亿元取得重整后的奥园美谷3.6亿 股转增股票，后者的核心资产为多家医美医院。从九州通的角度来说，公司近年来业绩不稳，加码暴利 的医美业务或许能改善公司现状。 九州通成奥园美谷的"白衣骑士"。 4月23日晚间，医药流通巨头九州通公告，拟出资6.73亿元取得重整后的奥园美谷3.6亿股转增股票，或 将成为奥园美谷重整后的控股股东。 据悉，奥园美谷由于资不抵债，在2024年11月被债权人申请重整。不过，公司手握数家医美医院，而医 美行业的"吸金"能力有目共睹，正因此，公司前期吸引了四十余家意向重整投资人。 在激烈竞争中"脱颖而出"的九州通，实则已是"医美老炮"，公司早在2021年就成立了医美事业部，先后 与华熙生物、朗姿医疗等达成合作，还曾投资爱美客、威脉医疗等。 但近年来，医药流通行业公司普遍业绩承压，九州通也出现利润下滑。2023年，公司的医美业务收入同 比增长103.06%至3.42亿元，虽收入规模难与核心业务匹敌，但或许是其极快的增速让九州通看到了医 美业务成为公司第二增长曲线的潜力。 需要注意的是，九州通本就颇善资本运作，2010年上市以来 ...

Core Viewpoint - ST Meigu's restructuring has attracted significant interest from investors, with Tianjin Xinmeitong and Hubei Jiuzhou Industrial Park Management Company set to become the main investors, aiming to revitalize the company amid its financial difficulties [1][4]. Group 1: Restructuring Details - Tianjin Xinmeitong and Hubei Jiuzhou are the selected investors for ST Meigu's restructuring, with Jiuzhou expected to become the controlling shareholder post-restructuring [1]. - Jiuzhou plans to invest 673.2 million yuan to acquire 360 million shares at a price of 1.87 yuan per share, which is 50% of the market reference price [2]. - Tianjin Xinmeitong will also acquire 100 million shares at the same price, totaling 187 million yuan [2]. Group 2: Financial Performance and Challenges - ST Meigu is facing significant financial losses, with a projected net loss of 320 million to 450 million yuan for 2024 [4]. - The company has had its bank accounts frozen due to litigation and overdue debts, leading to additional trading risks [4]. - Despite these challenges, the medical beauty service segment has shown strong revenue, contributing 58.82% of the total revenue in the first half of 2024 [5]. Group 3: Strategic Implications - Jiuzhou's investment aligns with its long-term strategic goals, particularly in the medical beauty sector, which has seen rapid growth [5]. - The medical beauty business of Jiuzhou reported a sales revenue of 342 million yuan in 2023, a 103.06% increase year-on-year [5]. - The restructuring process remains uncertain, with potential risks of court rejection or delisting by the end of 2025 [5].

2022年-2024年三季度末，奥园美谷实现营收分别为13.56亿元、13.64亿元、7.94亿元；净利润分别 为-15.93亿元、-4.18亿元、-0.9亿元。截止24年9月底，资产总额为31.26亿元，然而到了2024年末，其净 资产已为负值，预计归母净资产为-2.4亿元至-1.2亿元。 可以看出，奥园美谷自身经营承压，再加上母公司奥园集团的债务压力影响。2024年11月，因无力偿还 到期债务，奥园美谷被债权人广州律建财税咨询公司申请重整。 4月23日晚，九州通发布公告称，通过子公司九州产投公司与奥园美谷及其预重整管理人签署协议，拟 出资6.73亿元取得重整后奥园美谷3.6亿股转增股票，将成为奥园美谷重整后的控股股东。 资料显示，奥园美谷前身为湖北金环，从事房地产、化纤新材料和医美业务；2020年，奥美集团入主 后，开始切入医美赛道，当前其主营业务为生物基纤维业务和医疗、美容服务业务，旗下拥有杭州连天 美、维多利亚等5A级医美医院，会员超33万人，2020年活跃用户达8万人。 据了解，九州通近年一直在布局医美赛道。2016年，九州通花费3082.56万元投资爱美客，成为其早期 股东；2021年，又与华熙生 ...

登录新浪财经APP 搜索【信披】查看更多考评等级 证券代码：600998 证券简称：九州通 公告编号：临2025-020 九州通医药集团股份有限公司 第六届董事会第十三次会议决议公告 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4月22日，九州通医药集团股份有限公司（以下简称"公司"或"九州通"）召开第六届董事会第十 三次会议，本次会议是以通讯方式召开的临时紧急会议。会议通知于2025年4月22日以电话、邮件、微 信等方式通知全体董事，会议召集人已根据《董事会议事规则》等相关规定做出相关说明。本次会议应 到董事12人，实到12人，会议由董事长刘长云主持。公司监事和部分高级管理人员列席了会议。本次会 议的召集和召开程序符合《公司法》及《公司章程》等相关规定。 经过审议并表决，本次会议通过了《关于全资子公司签署〈奥园美谷科技股份有限公司重整投资协议〉 的议案》，具体情况如下： 董事会同意公司下属全资子公司湖北九州产业园区运营管理有限公司（以下简称"九州产投公司"）与奥 园美谷科技股份有限公司（以下简称"奥园美谷"）及 ...

面对每天上千份上市公司公告该看哪些？重大事项公告动辄几十页几百页重点是啥？公告里 一堆专业术语不知道算利好还是利空？请看智通财经公司新闻部《速读公告》栏目，我们派 驻全国的记者们将于公告当晚为您带来准确、快速、专业的解读。 上述公告还披露，为成为ST美谷重整后的控股股东，乙方（九州产投公司）作为本次重整的产业投资 人，将按照产业投资人的投资价格受让甲方（ST美谷）本次转增的股票，受让标的股份价格为1.87元/ 股。而且在根据本次重整的《招募公告》所确定的重整投资人中，乙方拟受让的股份数额最多，且标的 股份不低于甲方重整后总股本的20%。乙方最终受让股份数量以中登公司登记至乙方指定证券账户的股 份数量为准。乙方在本次投资中受让标的股份的每股价格，不低于本协议签署日前一百二十个交易日的 公司股票交易均价的50%。 作为曾经的医美行业区域龙头之一，旗下拥有杭州连天美、维多利亚等5A级医美医院，覆盖长三角及 粤港澳大湾区，会员超33万人，2020年活跃用户达8万人，在华东地区有较高的品牌认知度的ST美谷缘 何走到即将重整的地步？ 公开资料显示，ST美谷前身为湖北金环，其主营为化纤产业，2015年转型房地产，2020年 ...

Core Viewpoint - 九州通's subsidiary, Hubei Jiuzhou Industrial Park Operation Management Co., Ltd., signed a restructuring investment agreement with Aoyuan Meigu Technology Co., Ltd., planning to invest 673 million yuan to acquire 360 million shares post-restructuring [2][3] Group 1: Investment Details - The investment aims to make 九州通 the controlling shareholder of ST Meigu if the restructuring plan is successfully completed [3] - The restructuring investment is expected to positively impact 九州通's medical beauty business and align with its long-term strategic development plan [3] Group 2: Business Synergy - Aoyuan Meigu's medical beauty services have good synergy with 九州通's existing medical beauty operations, which have rapidly grown and now cover over 10,000 medical beauty service institutions nationwide [3] - 九州通 plans to leverage its strong pharmaceutical supply chain, efficient operational management, and advanced digital capabilities to enhance collaboration with Aoyuan Meigu in the beauty and health sector [3] Group 3: Implementation and Uncertainty - The specific implementation of the restructuring investment will depend on the court's approval of Aoyuan Meigu's restructuring plan [3] - There is uncertainty regarding the subsequent progress and effects of 九州通's participation in the restructuring investment, with no significant short-term impact on the company's operating performance [3]

Group 1 - The core point of the news is that Jiuzhoutong plans to invest 673 million yuan to acquire 360 million shares of Aoyuan Meigu, which is undergoing restructuring, indicating a strategic move into the beauty and health sector [1][2] - The investment is expected to positively impact Jiuzhoutong's medical beauty business and aligns with the company's long-term strategic development plan, enhancing its core competitiveness [2] - The collaboration between Jiuzhoutong and Aoyuan Meigu is anticipated to leverage Jiuzhoutong's strong pharmaceutical supply chain, operational management experience, and digital capabilities to expand the beauty and health industry [2][3] Group 2 - Jiuzhoutong's stock price is reported at 4.89 yuan per share, with a market capitalization of 24.658 billion yuan as of April 23 [2] - The investment is viewed positively by the market, as it aligns with the trend of the health industry, although there are uncertainties regarding Aoyuan Meigu's restructuring and potential challenges in business integration [3]

2025 年 4 月 22 日，九州通医药集团股份有限公司（以下简称"公司"或"九 州通"）召开第六届监事会第十一次会议，本次会议是以通讯方式召开的临时紧 急会议。会议通知于 2025 年 4 月 22 日以电话、邮件、微信等方式通知全体监事， 会议召集人已根据《监事会议事规则》等相关规定做出相关说明。本次会议应到 监事 3 人，实到 3 人，会议由监事会主席许应政主持。本次会议的召集和召开 程序符合《公司法》及《公司章程》等相关规定。 经过审议并表决，本次会议通过了《关于全资子公司签署<奥园美谷科技股 份有限公司重整投资协议>的议案》，具体情况如下： 监事会同意公司下属全资子公司湖北九州产业园区运营管理有限公司（以下 简称"九州产投公司"）与奥园美谷科技股份有限公司（以下简称"奥园美谷"） 及其预重整期间临时管理人签订《奥园美谷科技股份有限公司重整投资协议》（以 下简称"《重整投资协议》"），拟出资 673,200,000.00 元取得重整后奥园美谷 360,000,000 股转增股票。 本次重整投资将对公司医美等业务产生积极影响，符合公司长期战略发展规 划，有利于增强公司核心竞争力。奥园美谷医美服务业务与 ...

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 4 月 22 日，九州通医药集团股份有限公司（以下简称"公司"或"九 州通"）召开第六届董事会第十三次会议，本次会议是以通讯方式召开的临时紧 急会议。会议通知于 2025 年 4 月 22 日以电话、邮件、微信等方式通知全体董事， 会议召集人已根据《董事会议事规则》等相关规定做出相关说明。本次会议应到 董事 12 人，实到 12 人，会议由董事长刘长云主持。公司监事和部分高级管理人 员列席了会议。本次会议的召集和召开程序符合《公司法》及《公司章程》等相 关规定。 经过审议并表决，本次会议通过了《关于全资子公司签署<奥园美谷科技股 份有限公司重整投资协议>的议案》，具体情况如下： 证券代码：600998 证券简称：九州通 公告编号：临 2025-020 九州通医药集团股份有限公司 第六届董事会第十三次会议决议公告 本次重整投资将对公司医美等业务产生积极影响，符合公司长期战略发展规 划，有利于增强公司核心竞争力。奥园美谷医美服务业务与公司医美业务具有良 好的协同效应，如 ...