南卫股份今年以来股价涨37.47%，近5个交易日跌5.23%，近20日跌11.54%，近60日涨0.00%。 资料显示，江苏南方卫材医药股份有限公司位于江苏省武进经济开发区果香路1号，成立日期1990年7月 4日，上市日期2017年8月7日，公司主营业务涉及从事透皮产品、医用胶布胶带及绷带、运动保护产 品、急救包、护理产品等产品的研发、生产和销售。主营业务收入构成为：创可贴39.59%，防护用品 28.11%，胶布胶带及绷带22.54%，敷贴5.01%，急救包2.63%，其他1.71%，贴膏剂0.40%。 9月19日，南卫股份（维权）盘中下跌2.13%，截至09:59，报5.98元/股，成交912.51万元，换手率 0.52%，总市值17.28亿元。 资金流向方面，主力资金净流入6174.00元，大单买入46.16万元，占比5.06%，卖出45.54万元，占比 4.99%。 机构持仓方面，截止2025年6月30日，南卫股份十大流通股东中，华夏中证500指数增强A（007994）退 出十大流通股东之列。 责任编辑：小浪快报 南卫股份所属申万行业为：医药生物-医疗器械-医疗耗材。所属概念板块包括：微盘股、小盘、低 ...

证券代码：603880 证券简称：南卫股份 公告编号：2025-022 江苏南方卫材医药股份有限公司 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： https://roadshow.sseinfo.com/） 会议召开方式：上证路演中心网络互动 投资者可于 2025 年 10 月 16 日（星期四）至 10 月 22 日（星期三）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 info@nanfangmedical.com 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。 江苏南方卫材医药股份有限公司（以下简称"公司"）已于 2025 年 8 月 30 日发布公司 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 10 月 23 日（星期四） 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 本 ...

Group 1 - The company, Nanwei Co., Ltd. (603880.SH), reported a total operating revenue of 306 million yuan for the first half of 2025, representing a year-on-year growth of 1.39% [1] - The net profit attributable to shareholders of the parent company was -12.97 million yuan, compared to a net profit of 1.03 million yuan in the same period last year [1] - The basic earnings per share were -0.045 yuan [1]

Company Performance - Nanwei Co., Ltd. (SH 603880) reported a revenue of approximately 306 million yuan for the first half of 2025, representing a year-on-year increase of 1.39% [1] - The company experienced a net loss attributable to shareholders of approximately 12.97 million yuan [1] - Basic earnings per share were reported as a loss of 0.045 yuan [1] Industry Context - The domestic A-class car exhibition, featuring nearly 120 brands and 1,600 vehicles, is set to open in the second half of the year, indicating a competitive landscape in the automotive market [1] - The emergence of new energy vehicles is expected to reshape the market dynamics in the southwest region [1]

Group 1 - The company, Nanwei Co., Ltd., reported a half-year revenue of 306,075,903.06 yuan, representing a year-on-year increase of 1.39% [1] - The net profit attributable to shareholders of the listed company was -12,967,713.84 yuan, showing a year-on-year decrease of 1363.32% [1] Group 2 - Among the top ten circulating shareholders, Zhou Zhongkun is a newly added circulating shareholder [2]

Core Viewpoint - Jiangsu Nanfang Medical Co., Ltd. reported a decline in net profit for the first half of 2025, with a total revenue of approximately 306 million yuan, reflecting a slight increase of 1.39% compared to the previous year, while the net profit attributable to shareholders decreased significantly to approximately -12.97 million yuan, a drop of 1,363.32% [2][11]. Company Overview and Financial Indicators - The company operates in the medical manufacturing industry, focusing on the research, production, and sales of transdermal products, medical tapes, bandages, first aid kits, protective gear, and nursing products [5][6]. - Key financial metrics for the first half of 2025 include: - Revenue: 306,075,903.06 yuan, up 1.39% from 301,870,459.32 yuan in the same period last year - Total profit: -13,452,057.12 yuan, down 773.56% from 1,997,147.46 yuan - Net profit attributable to shareholders: -12,967,713.84 yuan, down 1,363.32% from 1,026,478.54 yuan - Net cash flow from operating activities: 35,195,110.17 yuan, up 965.49% from 3,303,181.38 yuan [2][3][11]. Industry Development and Main Business - The medical industry is a strategic sector crucial for national health and economic development, with a focus on transitioning from factor-driven to innovation-driven growth during the "14th Five-Year Plan" period [4][5]. - The company is positioned to benefit from national policies aimed at enhancing the medical equipment industry, including subsidies for innovation and technology upgrades [4][5]. - The company’s main products include transdermal products, medical tapes, bandages, first aid kits, and protective gear, with a focus on high-quality manufacturing and compliance with international standards [5][6][15]. Operational Analysis - The company employs a "sales-driven procurement" model, ensuring that raw materials are purchased based on production orders, which helps in managing costs effectively [7][8]. - The production model is primarily "order-based," allowing the company to adapt quickly to customer demands while maintaining quality control through a rigorous supplier management system [8][9]. - The company has established a strong market presence, particularly in the transdermal product segment, leveraging its experience and regional advantages to meet both domestic and international customer needs [10][17]. Financial Management and R&D - The company has invested 1,329.08 million yuan in R&D during the reporting period, focusing on improving existing products and developing new technologies, although this represents a 9.7% decrease from the previous year [12][13]. - The management emphasizes cost control across all operational aspects, aiming to enhance financial performance and reduce the asset-liability ratio [13][16].

Core Viewpoint - Jiangsu Nanfang Medical Co., Ltd. reported a decline in net profit and total profit for the first half of 2025 compared to the same period in 2024, indicating potential challenges in the company's financial performance [4]. Company Overview - The company code is 603880, and it is listed on the Shanghai Stock Exchange under the name Nanfang Medical [3]. - As of the end of the reporting period, the total assets amounted to approximately 986.99 million yuan, a decrease of 6.58% from the previous year [3]. Financial Performance - The operating revenue for the reporting period was approximately 306.08 million yuan, reflecting a slight increase of 1.39% compared to 301.87 million yuan in the same period last year [4]. - The total profit for the period was approximately -13.45 million yuan, a significant decrease of 773.56% from a profit of 1.99 million yuan in the previous year [4]. - The net profit attributable to shareholders was approximately -12.97 million yuan, down 1,363.32% from 1.03 million yuan in the previous year [4]. - The net profit after deducting non-recurring gains and losses was approximately -15.40 million yuan, a decrease of 730.84% from 2.44 million yuan in the previous year [4]. - The basic earnings per share were -0.045 yuan, a decline of 1,225.00% from 0.004 yuan in the previous year [5]. Shareholder Information - As of the end of the reporting period, the total number of shareholders was 14,462 [7]. - The largest shareholder, Li Ping, holds 41.12% of the shares, with 118,841,048 shares, of which 82,400,000 are pledged [6]. - Other significant shareholders include Xu Dong (4.48%), Li Yongping (3.33%), and Li Yongzhong (2.80%) [6].

江苏南方卫材医药股份有限公司2025 年半年度报告 公司代码：603880 公司简称：南卫股份 江苏南方卫材医药股份有限公司 2025 年半年度报告 1 / 164 江苏南方卫材医药股份有限公司2025 年半年度报告 重要提示 一、 本公司董事会及董事、高级管理人员保证半年度报告内容的真实性、准确性、完整性，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。 二、 公司全体董事出席董事会会议。 公司于 2025 年 8 月 29 日召开第四届董事会第二十次会议，审议通过了《关于公司 2025 年半 年度报告全文及摘要的议案》，上述议案于提交董事会审议前已经审计委员会审议通过。公司第 四届董事会第二十次会议由董事长李平先生主持，会议应出席董事 6 名，实际出席董事 6 名，表 决结果为 6 票同意上述议案。 三、 本半年度报告未经审计。 四、 公司负责人李平、主管会计工作负责人李平及会计机构负责人（会计主管人员）王亚华声 明：保证半年度报告中财务报告的真实、准确、完整。 五、 董事会决议通过的本报告期利润分配预案或公积金转增股本预案 无 六、 前瞻性陈述的风险声明 √适用 □不适用 本报告所涉 ...

Group 1 - A total of 113 stocks in the Shanghai and Shenzhen markets have received net buying from main funds for 5 consecutive days or more as of August 14 [1] - The stock with the longest consecutive net buying days is Qingsong Jianhua, which has seen net buying for 17 trading days [1] - Other notable stocks with significant consecutive net buying days include Poly Development (12 days), Jichuan Pharmaceutical (11 days), Dingyang Technology (10 days), Zhongzhi Holdings (9 days), Huicheng Environmental Protection (9 days), Suzhou Bank (9 days), Nanwei Co. (8 days), and Everbright Jiabao (8 days) [1]

Core Viewpoint - Recent insider trading case involving two senior executives of Nanwei Co., resulting in a total penalty of 48.7 million yuan [1] Group 1: Insider Trading Details - The controlling shareholder and actual controller, Li Ping, is to be confiscated 11.77 million yuan in illegal gains and fined 35.33 million yuan [1] - Financial director Xiang Qinhua is to be confiscated 101,700 yuan and fined 1.5 million yuan [1] - The penalties are based on actions taken approximately 10 months ago, prior to the public announcement of the company becoming a *ST stock [1] Group 2: Company Response - Nanwei Co. has not yet responded to inquiries from the media regarding the insider trading case [1]