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老百姓(603883) - 关于归还临时补充流动资金的募集资金的公告
2025-12-25 08:00
证券代码:603883 证券简称:老百姓 公告编号:2025-073 关于归还临时补充流动资金的募集资金的公告 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: 老百姓大药房连锁股份有限公司 2025年12月25日,公司已归还10,000万元至募集资金专用账户,并将上述募 集资金的归还情况通知公司募集资金持续督导机构高盛(中国)证券有限责任公 司及保荐代表人。 | 本次归还募集资金金额(万元) | 10,000 | | --- | --- | | 尚未归还的募集资金金额(万元) | 0 | | 是否已归还完毕 | √是□否 | | 归还完毕的具体时间 | 2025年12月25日 | 特此公告。 截至 2025 年 12 月 25 日,公司已累计归还临时补充流动资金的闲置 募集资金人民币 10,000 万元。 一、募集资金临时补充流动资金情况 老百姓大药房连锁股份有限公司(以下简称"公司")于2025年10月28日召 开第五届董事会第十一次会议,审议通过了《关于使用部分闲置募集资金暂时补 充流动资金的议案》,同意公 ...
老百姓控股股东新增质押1400万股 总股本31%质押
Zhong Guo Jing Ji Wang· 2025-12-25 07:52
| 日期 | 证券代 | 证券简 质押笔 | 无限售股份质押数里 | 有限售股份质押数里 | A股总股本 | 质押比例 | | --- | --- | --- | --- | --- | --- | --- | | 唱 | | 都 载 | (万) | (万) | (万) | (%) | | 20251219 603883 | | 老自姓 8 | 23455.04 | 0.00 | 75889.02 | 30.91 | 中国经济网北京12月25日讯 老百姓(603883)(603883.SH)昨晚披露关于控股股东股票质押的公告称,公司控股股 东老百姓医药集团有限公司(以下简称"医药集团")持有公司股份数量为180,453,475股,占公司总股本比例为 23.78%;累计质押股份数量为114,140,000股(含本次质押),占其所持股份比例为63.25%,占公司总股本比例为 15.04%。 控股股东及一致行动人(医药集团与陈秀兰)合计持有公司股份数量为194,019,173股,占公司总股本比例为 25.57%;累计质押股份数量为114,140,000股(含本次质押),占其所持股份比例为58.83%,占公司总股本比 ...
百步一药店,奶茶店式圈地崩盘:70万连锁药房在关店潮中抢滩“卖健康”|2025中国经济年报
Hua Xia Shi Bao· 2025-12-25 03:54
Core Viewpoint - The domestic chain pharmacy industry is entering a period of negative growth, with a significant reduction in the number of pharmacies and a shift from rapid expansion to a focus on value enhancement and health services [2][3][11] Industry Overview - By Q1 2025, the total number of pharmacies in China is expected to fall below 700,000, with a net decrease of approximately 3,000 stores in a single quarter, indicating a widespread "store closure wave" [2] - The overall market size for pharmaceuticals is projected to reach 2.03 trillion yuan in 2024, but the growth rate is only 0.9%, with a forecasted decline to 1.97 trillion yuan in 2025 [2] Company Performance - Major chain pharmacies are experiencing divergent performance: Dazhenglin reported a net profit of 1.081 billion yuan in the first three quarters of 2025, up 25.97% year-on-year; Yifeng Pharmacy's net profit reached 1.225 billion yuan, a 10.27% increase; while Yixintang faced a decline with a net profit of 269 million yuan, down 8.17% [2] Store Closure Trends - Predictions indicate that the number of pharmacy closures in 2025 could reach between 50,000 and 100,000, marking a shift from the previous era of aggressive expansion to a focus on operational efficiency [3][4] - The industry is expected to return to a more reasonable scale of around 500,000 pharmacies, similar to levels seen in 2018 [4] Market Dynamics - The closure wave is driven by oversupply and increased regulatory pressures, with a significant rise in the proportion of non-pharmaceutical sales, which reached 34.6% in 2025, up 5.2 percentage points from 2024 [5] - The market share of the top ten pharmacy brands increased to 58% in Q3 2025, reflecting a growing concentration in the industry as smaller players exit [5] Business Model Evolution - The franchise model is becoming a key strategy for leading pharmacy chains to expand market share, with significant increases in franchise store openings reported [6] - The industry is transitioning from a focus on selling drugs to providing health services, with a notable shift towards a "sell health" approach [6][7] Professionalization and Service Enhancement - Professionalization is identified as a core development direction, with leading companies adopting innovative drug and DTP pharmacy models to enhance service delivery [7] - Community pharmacies are increasingly focusing on chronic disease management, with a significant percentage of patients expressing a desire for medication guidance and health management services [8] Diversification and Digital Transformation - Leading pharmacies are diversifying their offerings to include health-related products and services, transforming into comprehensive health experience hubs [9] - The integration of online and offline channels is accelerating, with significant growth in new retail segments and contributions from O2O channels [9] Future Outlook - Despite current challenges, industry experts believe that the long-term trend for the chain pharmacy sector remains positive, driven by supply-side adjustments and demand recovery [10] - The future of pharmacies is expected to focus on building a diversified health service ecosystem, aligning with national health strategies and enhancing both social and economic benefits [10][11]
商保创新药目录落地 老百姓如何受益?
Jin Rong Shi Bao· 2025-12-25 02:48
商保创新药目录跟普通人有啥关系?我买的百万元医疗险能不能报销?——网友"MIL" 商保创新药目录,全称是"商业健康保险创新药品目录",主要聚焦于创新程度高、临床价值大、患 者获益显著且超出基本医保保障范围的创新药。根据《商业健康保险创新药品目录(2025年)》,商保 创新药目录推荐商业健康保险、医疗互助等多层次医疗保障体系参考使用。简单来说,这个目录是国家 医保局为商业保险公司列出的那些效果好但价格高的药品清单,将自2026年1月1日起实施。 首版商保创新药目录纳入的19款药品主要集中在三类关键领域。据中国人保介绍,一是天价抗 癌"神药",共包含5款Car-T细胞治疗药物。这类药物专门针对难治性大B细胞淋巴瘤、B细胞急淋白血 病等恶性肿瘤,是部分癌症患者的最后希望。二是罕见病"救命药",针对短肠综合征、HPA等罕见病的 专属药物被纳入目录,让"小众患者"不再面临有药无保的困境。三是重症靶向新药,涉及肝癌、肺癌、 多发性骨髓瘤、胆道癌等高发癌症的新型靶向药、双抗药物以及小细胞肺癌新型化疗药等,为重症患者 提供了更优的治疗选择。 与基本医保目录不同,纳入商保创新药目录的药品不能使用医保报销。不过,根据国家医保局给 ...
我说变化丨“守住了老百姓心里的盼头”
Zhong Yang Ji Wei Guo Jia Jian Wei Wang Zhan· 2025-12-25 01:04
没过几天,镇干部、施工方和我被请到一起开会,巡察组的同志就坐在我旁边。补偿款怎么算?补的地 选在哪儿?修水坝按啥标准?问题被一一摆上台面。最终方案清清楚楚:按今年邻地租金标准补偿我 350元;将村东头0.42亩机动地划拨给我;水坝结构按设计图纸复原,来年开春由镇里验收。白纸黑字 按上红手印,我这颗悬了几个月的心终于踏实了。 巡察组撤点前专门来回访。我领他们到地头,新修的挡水坝把水拢得妥妥帖帖,再也不用担心稻子抽穗 时缺水了。补偿款早已到账,补地协议也在村务公开栏里张贴公示。 守着田却种不了地,你说这心里是啥滋味?去年秋收刚过,村里修挡水坝,施工队一铲子下去,把我家 0.42亩口粮田并入了集体灌溉渠。地没了,稻茬还在地里撅着,看着实在揪心。 为这事儿我没少费心。找村干部,答复是"等镇上协调";去镇里,他们摆手说"归水务局管";问水务 局,得到的回复是"责任得现场认定"……这事儿像皮球一样被踢来踢去快一年,我的心也渐渐凉了。 转机出现在巡察组进驻之后。今年6月份,我听说市委巡察组进驻我们镇了,拿着土地承包证就找上了 门。"推诿扯皮伤民心,这个问题我们必须督促解决。"当天下午,他们就带着测量仪下了地,泥巴糊了 半裤 ...
巨额套现仍缺钱?老百姓控股股东再质押
Shen Zhen Shang Bao· 2025-12-24 12:45
Core Viewpoint - The announcement reveals that the controlling shareholder, Lao Bai Xi Medicine Group, has pledged 14 million shares of Lao Bai Xi Pharmacy, which raises concerns about the company's financial stability and stock performance [1] Share Pledge Situation - The total number of shares pledged by the controlling shareholder amounts to 114 million, representing 63.25% of their holdings and 15.04% of the company's total share capital [1][2] - The pledge is intended to meet the operational needs of the medicine group, which claims to have the ability to repay the funds, with repayment sources including dividends from the listed company and self-raised funds [2][3] Future Pledge and Reduction Plans - In the next six months, 12.35 million shares are set to mature, accounting for 6.84% of the controlling shareholder's holdings and 1.63% of the company's total shares, with a corresponding financing amount of 100 million [3] - The medicine group plans to reduce its holdings by 18.11 million shares between June 20 and July 30, 2025, at a price range of 17.60 to 21.55 yuan per share, totaling approximately 341 million [4] Financial Performance - Recent financial results show that the company experienced a revenue decline of 0.36% year-on-year in 2024, with a net profit drop of 44.13% [5] - For the first three quarters of 2025, both revenue and net profit continued to decline, with decreases of 1% and 16.11%, respectively [5] - The company's stock price has fallen over 70% from its peak of 53.14 yuan per share in 2020, closing at 15.26 yuan per share with a total market capitalization of 11.58 billion [5]
老百姓:控股股东及其一致行动人累计质押股份数量约为1.14亿股
Mei Ri Jing Ji Xin Wen· 2025-12-24 08:05
Group 1 - The controlling shareholder of the company, Lao Bai Xi Medicine Group Co., Ltd., holds approximately 180 million shares, accounting for 23.78% of the total share capital [1] - The total number of pledged shares by the controlling shareholder is about 114 million, representing 63.25% of the shares held and 15.04% of the total share capital [1] - The company’s revenue composition for the first half of 2025 indicates that retail pharmacy accounts for 81.81%, franchise and alliance distribution for 17.26%, and others for 0.93% [1] Group 2 - The company's market capitalization is currently 11.6 billion yuan [2]
老百姓(603883) - 关于控股股东股票质押的公告
2025-12-24 07:45
证券代码:603883 证券简称:老百姓 公告编号:2025-072 被质押股份不存在被用作重大资产重组业绩补偿等事项的担保或其他保障用途情 老百姓大药房连锁股份有限公司 关于控股股东股票质押的公告 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: ●老百姓大药房连锁股份有限公司(以下简称"公司")控股股东老百姓医药集 团有限公司(以下简称"医药集团")持有公司股份数量为 180,453,475 股,占公司 总股本比例为 23.78%;累计质押股份数量为 114,140,000 股(含本次质押),占其所 持股份比例为 63.25%,占公司总股本比例为 15.04%。控股股东及一致行动人(医药集 团与陈秀兰)合计持有公司股份数量为 194,019,173 股,占公司总股本比例为 25.57%; 累计质押股份数量为 114,140,000 股(含本次质押),占其所持股份比例为 58.83%, 占公司总股本比例为 15.04%。 一、上市公司股份质押 公司于 2025 年 12 月 24 日获悉控股股东医药集团所持有 ...
民进党当局挥霍台湾老百姓血汗钱换取所谓“国际空间” ,国台办:卑鄙无耻
Xin Lang Cai Jing· 2025-12-24 04:23
12月24日,国务院台办举行例行新闻发布会。有记者问:对于大陆方面揭批民进党当局打着"信任""繁 荣"的幌子滥施"金元外交"。台外事部门称,这是推动国际共荣发展的合作理念。请问发言人对此有何 评论? 发言人彭庆恩表示,民进党当局口中所谓"以价值为本",实质是"以'台独'为本",为了谋"独"蓄意煽动 意识形态对立对抗;所谓"以人民福祉为核心",实则是"以人民福祉为贡品",挥霍台湾老百姓的血汗钱 换取所谓"国际空间",卑鄙无耻。"台独"是走不通的绝路,无论民进党当局如何处心积虑搞小动作,都 改变不了台湾是中国一部分的事实,撼动不了国际社会坚持一个中国原则的格局。 ...
老百姓:公司不存在逾期对外担保情况
Zheng Quan Ri Bao Zhi Sheng· 2025-12-23 13:45
(编辑 王雪儿) 证券日报网讯 12月23日,老百姓发布公告称,截至本公告披露日,公司对外担保总额9.8亿元,占公司 最近一期经审计净资产的比例为13.69%,公司对外担保余额为4.4亿元(含本次担保),上述对外担保 总额全部为公司对合并报表范围内子公司提供的担保,公司不存在对控股股东和实际控制人及其关联人 提供担保情况,也不存在逾期对外担保情况。 ...