格隆汇2月4日丨健之佳(605266.SH)公布，公司收到云南祥群相关函件，其于2026年2月4日通过上海证 券交易所交易系统以集中竞价的方式增持公司9.71万股A股股份，占公司总股本的0.0628%，本次增持 成交总额为196.42万元。 ...

证券代码：605266 证券简称：健之佳 公告编号：2026-003 健之佳医药连锁集团股份有限公司 关于实际控制人的一致行动人首次增持公司股份进展公告 公司股东云南祥群投资有限公司保证向公司提供的信息内容真实、准确、完 整，没有虚假记载、误导性陈述或重大遗漏。 本公司董事会、全体董事及相关股东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、增持主体的基本情况 | 增持前持股比例 | __8.9414_% | | | --- | --- | --- | | 增持前持股数量 （占总股本） | _13,818,299__ | 股 | 已披露增持计划情况：健之佳医药连锁集团股份有限公司（以下简称"公 司"）实际控制人之一蓝波先生 100%控股的云南祥群投资有限公司（以下简称"云 南祥群"）计划自 2026 年 1 月 1 日起 6 个月内，通过上海证券交易所交易系统以 集中竞价交易方式增持公司 A 股股份，增持总金额 5,000 万元，资金来源为自有 资金及股票增持专项贷款。 具体增持计划内容详见公司于 2026 年 1 月 1 日在上海证券交易网站 ...

格隆汇2月4日丨健之佳(605266.SH)公布，公司收到云南祥群相关函件，其于2026年2月4日通过上海证 券交易所交易系统以集中竞价的方式增持公司9.71万股A股股份，占公司总股本的0.0628%，本次增持 成交总额为196.42万元。 ...

转自：前瞻产业研究院 本文核心数据：连锁药店产业链、产业链全景图、代表性企业区域分布 连锁药店行业产业链全景梳理 连锁药店产业链上游主要为制造企业、医疗器械生产企业、保健品生产企业以及医药物流供应商等;中游 为连锁药店;连锁药店下游主要为线下客户和线上客户，线上客户通过医药电商平台、药店APP等需求获 得。 以下数据及分析来自于前瞻产业研究院连锁药店行业研究小组发布的《中国仿制药行业发展前景与投资战 略规划分析报告》。 连锁药店行业主要上市公司：大参林（维权）(603233);益丰药房(603939);老百姓(603883);一心堂(002727); 人民同泰(600829);国药控股(01099.HK);健之佳(605266);漱玉平民(301017);同仁堂(600085)等 连锁药店行业产业链区域热力地图 从区域分布看，上游医药、医疗器械、保健品等供应商主要分布于北京、江苏、湖北、湖南等省市;中国 连锁药店经营企业主要分布在湖南、云南、广东、上海等省市，例如湖南拥有益丰药房、老百姓;云南拥 有一心堂和健之佳。 连锁药店上游供应商有复星医药等药品供应商、鱼跃医疗等医疗器械供应商、汤臣倍健等保健品供应商、 ...

本报（chinatimes.net.cn）记者于娜 北京报道 A股医药商业板块在1月23日那天的全线飘红，至今仍让投资者们记忆犹新。32只成分股中30家同步走 高，板块单日涨幅达3%，在这一波久违的反弹行情背后是商务部等九部门近日印发的《关于促进药品 零售行业高质量发展的意见》，为当前近70万家深陷调整期的药房注入了关键强心剂。 当前医药零售行业正处于不断加剧的扩张后遗症之中，2024年起闭店潮在国内市场蔓延，截至2025年三 季度末，全国药店数量已连续四个季度环比负增长，单季净关店8800家，CR10市占率升至29.8%，头部 与中小门店分化加剧，行业出清进入快车道。 这份药品零售行业新政精准呼应行业痛点，从并购资质衔接优化、健康服务转型引导双向发力，叠加头 部连锁业绩回暖信号，有望推动行业从被动闭店转向主动整合，而近期板块行情的震荡分化，正是行业 格局重塑在资本市场显现端倪。 "关店潮"倒逼转型 "九部门新政为行业定调，本质是给无序扩张后的洗牌按下'规范键'，也让过去的规模竞赛模式彻底落 幕。"医健管理咨询合伙人曹宁向《华夏时报》记者表示，此前行业粗放增长早已难以为继，这在近两 年的关店潮中持续凸显。 与 ...

Core Viewpoint - The joint issuance of the "Opinions on Promoting High-Quality Development of the Pharmaceutical Retail Industry" by nine departments aims to enhance the industry through 18 measures focusing on mergers and acquisitions, service transformation, and regulatory optimization [1] Group 1: Industry Impact - The "Opinions" are expected to accelerate the outflow of hospital prescriptions, contributing to growth in the pharmaceutical retail sector [1] - The document encourages horizontal mergers and acquisitions among retail pharmaceutical companies, aiming to optimize the business environment and streamline the licensing process for integrated stores [1][2] - The number of pharmacies in China is projected to decline, with a total of 686,426 stores by the end of Q3 2025, marking a reduction of nearly 20,000 stores since Q4 2024 [2] Group 2: Market Opportunities - The rapid exit of small and medium-sized pharmacies creates market opportunities for leading companies to consolidate and expand their market share through mergers and acquisitions [2] - The "Opinions" promote the transformation of pharmacies from mere sales points to health service hubs, providing new growth avenues for listed pharmacies facing revenue stagnation [2] Group 3: Compliance and Management - Regulatory changes are pushing for a shift towards digital and preventive oversight, enhancing compliance advantages for listed pharmacies compared to smaller competitors [3] - Companies like Yifeng Pharmacy have demonstrated significant profit growth through refined management and compliance, with a 10.27% increase in net profit year-on-year for the first three quarters of 2025 [3] - The core competitiveness of retail pharmacies is increasingly seen in their professional capabilities, with companies developing comprehensive pharmaceutical service systems [3][4]

Core Viewpoint - The pharmaceutical commercial sector experienced a slight increase of 0.39% on January 19, with significant contributions from stocks like Dajia Weikang, which led the gains [1] Group 1: Market Performance - The Shanghai Composite Index closed at 4114.0, up by 0.29%, while the Shenzhen Component Index closed at 14294.05, up by 0.09% [1] - Dajia Weikang (301126) led the sector with a closing price of 13.91, reflecting a rise of 6.43% and a trading volume of 162,500 shares, amounting to a transaction value of 220 million yuan [1] - Other notable performers included Dacianlin (603233) with a 4.37% increase, Guofang Co. (600538) up by 3.27%, and Yifeng Pharmacy (603939) rising by 2.55% [1] Group 2: Fund Flow Analysis - The pharmaceutical commercial sector saw a net outflow of 436 million yuan from institutional investors, while retail investors contributed a net inflow of 486 million yuan [2] - The individual stock fund flow indicated that Ruikang Pharmaceutical (002589) had a net inflow of 19.77 million yuan from institutional investors, while it faced a net outflow of 17.52 million yuan from retail investors [3] - Dajia Weikang (301126) also experienced a net inflow of 13.40 million yuan from institutional investors, despite a net outflow of 15.06 million yuan from retail investors [3]

Group 1 - The core viewpoint of the article is that the company, Jianzhijia, is leveraging pharmaceutical professional services to enhance its retail business in both pharmaceuticals and non-pharmaceuticals, while also exploring the application of AI technologies in its operations [1] - The company is actively learning and improving its operations in response to the significant indirect impact of AI diagnostics and new medical technologies on the industry [1] - Jianzhijia is introducing and exploring the industrial application of the DeepSeek large model to enhance various operational aspects, including store operation diagnostics, inventory replenishment efficiency, sales forecasting, and improving employee service quality and professionalism [1]

Market Overview - The pharmaceutical commercial sector experienced a decline of 2.19% on January 15, with Huaren Health leading the drop [1] - The Shanghai Composite Index closed at 4112.6, down 0.33%, while the Shenzhen Component Index closed at 14306.73, up 0.41% [1] Individual Stock Performance - Notable gainers included: - RunDa Medical (603108) with a closing price of 20.04, up 1.83% and a trading volume of 700,800 shares [1] - LiuYao Group (603368) closed at 18.58, up 0.60% with a trading volume of 79,700 shares [1] - LaoBaiXing (603883) closed at 16.11, up 0.50% with a trading volume of 226,200 shares [1] - Significant decliners included: - Huaren Health (301408) closed at 23.81, down 19.99% with a trading volume of 491,100 shares [2] - ShangYu PingMin (301017) closed at 18.50, down 13.75% with a trading volume of 373,900 shares [2] - YaoYiGou (300937) closed at 37.40, down 11.79% with a trading volume of 121,400 shares [2] Capital Flow Analysis - The pharmaceutical commercial sector saw a net outflow of 990 million yuan from institutional investors, while retail investors had a net inflow of 977 million yuan [2] - The table of capital flow indicates that: - LaoBaiXing (603883) had a net inflow of 46.10 million yuan from institutional investors [3] - JiuZhouTong (600998) had a net inflow of 40.43 million yuan from institutional investors [3] - RunDa Medical (603108) had a net inflow of 37.80 million yuan from institutional investors [3]

Core Viewpoint - The company, Jianzhijia, announced that as of the date of the announcement, the total amount of external guarantees provided by the company and its controlling subsidiaries is 1,943.57 million yuan, which accounts for 69.48% of the company's audited net assets for the year 2024 [2] Summary by Relevant Categories External Guarantees - The total external guarantees amount to 1,943.57 million yuan [2] - This amount represents 69.48% of the company's audited net assets for the year 2024 [2] - As of the announcement date, the company has no overdue external guarantees [2]