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健之佳:关于公司实际控制人补充质押部分股份的公告
2024-09-18 08:47
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: 1、截止本公告日,健之佳医药连锁集团股份有限公司(以下简称"公司") 实际控制人蓝波先生及其一致行动人合计持有公司股份 62,866,051 股,占公司 股份总数的 40.11%。其中,实际控制人蓝波先生直接持有公司 21,572,958 股无 限售条件流通股股份,占公司股份总数的 13.76%。 2、本次实际控制人蓝波先生补充质押 2,566,000 股,占其直接持股总数 的 11.89%,占公司股份总数的 1.64%,本次补充质押不涉及新增融资行为。 证券代码:605266 证券简称:健之佳 公告编号:2024-078 健之佳医药连锁集团股份有限公司 关于公司实际控制人补充质押部分股份的公告 一、本次实际控制人补充质押情况 公司实际控制人蓝波先生于 2023 年 12 月 14 日、2024 年 2 月 7 日、2024 年 2 月 19 日办理了部分股份质押手续(公告编号:2023-087、2024-009)。 近日,公司获悉实际控制人蓝波先生将其持有的公司 ...
健之佳:关于实际控制人之一致行动人增持公司股份的公告
2024-09-13 08:55
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。 重要内容提示: 健之佳医药连锁集团股份有限公司 关于实际控制人之一致行动人增持公司股份的公告 健之佳医药连锁集团股份有限公司(以下简称"公司")实际控制人蓝波、 舒畅夫妇的一致行动人蓝心悦女士,于 2024 年 9 月 13 日通过上海证券交易所交 易系统以集中竞价方式增持公司股份 20,000 股,占公司总股本的 0.01%,成交 金额约为 37.39 万元。本次增持后,蓝心悦持有公司股份 100,000 股,占公司总 股本的 0.06%。 2024 年 9 月 13 日,公司收到实际控制人蓝波、舒畅夫妇的一致行动人蓝心 悦女士出具的《关于增持公司股份的告知函》。其基于对健之佳医药连锁集团股 份有限公司(以下简称"公司")未来发展前景、持续稳健发展的信心及对公司 价值的认可,增持公司股份,现将具体情况公告如下: 一、增持主体的基本情况 证券代码:605266 证券简称:健之佳 公告编号:2024-077 2、蓝波先生直接持有公司 21,572,958 股股份,占公司总 ...
健之佳:健之佳实际控制人(蓝波、舒畅)关于公司股票交易异常波动问询函的回函
2024-09-05 08:57
2、本人在上市公司本次股票交易异常波动期间,不存在买卖上市公司股票 的情况。 特此函复。 蓝波: 好吗 舒畅: 204年 9月 5日 《关于健之佳医药连锁集团股份有限公司股票交易异常波动的问询 函》之回函 健之佳医药连锁集团股份有限公司: 贵公司《关于健之佳医药连锁集团股份有限公司股票交易异常波动问询函》 己悉收,本人作为健之佳医药连锁集团股份有限公司(以下简称"上市公司") 实际控制人,经认真自查,现回复如下: 1、除已披露事项外,本人不存在其他与上市公司有关的应披露而未披露的 重大信息,包括但不限于重大资产重组、股份发行、收购、债务重组、业务重组、 资产剥离、资产注入、股份回购、股权激励、破产重整、重大业务合作、引进战 略投资者等重大事项。 ...
健之佳:股票交易异常波动公告
2024-09-05 08:55
证券代码:605266 证券简称:健之佳 公告编号:2024-076 健之佳医药连锁集团股份有限公司 股票交易异常波动公告 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: (二)重大事项情况 经公司自查,并函证控股股东畅思行以及实际控制人蓝波、舒畅夫妇,截止 本公告披露日,不存在影响公司股票交易异常波动的重大事项,不存在其他与公 司有关的应披露而未披露的重大信息,包括但不限于重大资产重组、股份发行、 收购、债务重组、业务重组、资产剥离、资产注入、股份回购、股权激励、破产 重整、重大业务合作、引进战略投资者等重大事项。 健之佳医药连锁集团股份有限公司(以下简称"公司")股票于 2024 年 9 月 3 日、9 月 4 日、9 月 5 日连续 3 个交易日内日收盘价格涨幅偏离值累计超 过 20%,根据《上海证券交易所交易规则》的有关规定,属于股票交易异常波动 情形。 经公司自查,并向控股股东深圳市畅思行实业发展有限责任公司(以下简称 "畅思行")及实际控制人蓝波、舒畅夫妇书面确认,截止本公告日,不存在影 响公司股票 ...
健之佳:健之佳控股股东(畅思行)关于公司股票交易异常波动问询函的回函
2024-09-05 08:55
2、本公司在上市公司本次股票交易异常波动期间,不存在买卖上市公司股 票的情况。 特此函复。 《关于健之佳医药连锁集团股份有限公司股票交易异常波动问询函》 的回函 健之佳医药连锁集团股份有限公司: 贵公司《关于健之佳医药连锁集团股份有限公司股票交易异常波动问询函》 己悉收,本公司作为健之佳医药连锁集团股份有限公司(以下简称"上市公司") 控股股东,经认真自查,现回复如下: 1、除公司已披露事项外,本公司不存在其他与上市公司有关的应披露而未 披露的重大信息,包括但不限于重大资产重组、股份发行、收购、债务重组、业 务重组、资产剥离、资产注入、股份回购、股权激励、破产重整、重大业务合作、 引进战略投资者等重大事项。 the station of t and the the first and the subject of the subject of the subject of the subject of the subject of the subject of the stat t and the state the state of the e and " a the state of the first ...
健之佳:2024半年报点评:重视院外市场大趋势,夯实连锁门店服务网络布局
Soochow Securities· 2024-09-04 16:00
证券研究报告·公司点评报告·医药商业 健之佳(605266) 2024 半年报点评:重视院外市场大趋势,夯 实连锁门店服务网络布局 2024 年 09 月 04 日 买入(维持) | --- | --- | --- | --- | --- | --- | |------------------------------|--------|--------|---------|--------|--------| | 盈利预测与估值 [Table_EPS] | 2022A | 2023A | 2024E | 2025E | 2026E | | 营业总收入(百万元) | 7514 | 9081 | 9306 | 11171 | 12906 | | 同比( % ) | 43.54 | 20.84 | 2.48 | 20.03 | 15.53 | | 归母净利润(百万元) | 374.29 | 414.41 | 262.97 | 317.98 | 367.38 | | 同比( % ) | 24.55 | 10.72 | (36.54) | 20.92 | 15.53 | | EPS- 最新摊薄(元 / 股) | 2.3 ...
健之佳:关于实际控制人之一致行动人增持公司股份的公告
2024-09-02 09:13
证券代码:605266 证券简称:健之佳 公告编号:2024-075 健之佳医药连锁集团股份有限公司 关于实际控制人之一致行动人增持公司股份的公告 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。 重要内容提示: 健之佳医药连锁集团股份有限公司(以下简称"公司")实际控制人蓝波、 舒畅夫妇的一致行动人蓝心悦女士,于 2024 年 9 月 2 日通过上海证券交易所交 易系统以集中竞价方式增持公司股份 80,000 股,占公司总股本的 0.05%,增持 金额约为 150 万元。 2024 年 9 月 2 日,公司收到实际控制人蓝波、舒畅夫妇的一致行动人蓝心 悦女士出具的《关于增持公司股份的告知函》。其基于对健之佳医药连锁集团股 份有限公司(以下简称"公司")未来发展前景、持续稳健发展的信心及对公司 价值的认可,首次购买公司股份,现将具体情况公告如下: 一、增持主体的基本情况 (一)增持主体 本次增持股东蓝心悦女士为公司实际控制人蓝波、舒畅夫妇的女儿,与蓝波、 舒畅夫妇构成一致行动关系。 (二)增持主体持股情况 1、蓝心悦女 ...
健之佳:受个账减少、统筹落地滞后等多因素扰动,2024H1利润暂时性下滑
Guotou Securities· 2024-08-31 03:04
Investment Rating - The investment rating for the company is "Buy-A" with a target price of 22.20 CNY per share, maintaining the rating [1][5]. Core Views - The company experienced a temporary decline in profit in H1 2024 due to various factors including reduced individual account balances and delays in the implementation of coordinated medical insurance [2][3]. - Revenue for H1 2024 was 4.485 billion CNY, a year-on-year increase of 3.40%, while net profit attributable to shareholders was 63 million CNY, a year-on-year decrease of 60.23% [2][3]. - The company is actively expanding its store network, with a total of 5,444 stores as of H1 2024, indicating stable growth in new and recently opened stores [4]. Financial Performance Summary - Revenue breakdown for H1 2024: - Prescription drugs: 1.572 billion CNY (+4.19%) - Over-the-counter drugs: 1.698 billion CNY (+7.23%) - Medical devices: 315 million CNY (-14.95%) - Health foods: 214 million CNY (-8.46%) - Traditional Chinese medicine: 165 million CNY (-12.82%) [3]. - Forecasted net profit for 2024-2026 is expected to be 174 million CNY, 201 million CNY, and 230 million CNY respectively, with an estimated EPS of 1.11 CNY for 2024 [5][7]. - The company’s financial metrics indicate a projected PE ratio of 20 times, with a target price of 22.20 CNY per share [5][7]. Store Network Expansion - The company continues to enhance its chain store service network, with 254 new stores built and 81 acquired in H1 2024 [4]. - The age structure of stores shows that 12.34% are less than one year old, 9.22% are two years old, and 78.43% are over two years old, suggesting a stable growth in profitability potential [4].
健之佳:关于2024年半年度业绩说明会召开情况汇总
2024-08-30 07:37
关于 2024 年半年度业绩说明会召开情况汇总 2024 年 8 月 30 日(星期五)上午 10:00-11:00,健之佳医药连锁集 团股份有限公司(以下简称"公司")通过上海证券交易所上证路演中心 (网址:http://roadshow.sseinfo.com/)网络互动召开了 2024 年半年度 业绩说明会,现将活动情况公告如下: 本次业绩说明会中投资者提出的问题及回复整理如下: 一、医保支付改革对于公司业务、现金流账期的影响。公司下辖门店的集 采药品销售情况进展。四同等监管要求对于销售的影响。 答:尊敬的投资者您好!感谢您对公司的关注与支持。 医药分业改革的推进,长期有利于提高行业集中度和连锁化率,对专业服 务能力强且合规经营、聚焦满足消费者健康需求的大型连锁医药零售企业长期 利好。 短期内,医保个账改革及门诊统筹、行业价格专项治理、比价系统上线、 线上医保结算等与零售药店密切相关的政策持续推行。医保、医疗、医药协同 发展和治理工作深入,医药卫生体制改革不断深化。在医保个账改革已完成、 门诊统筹改革政策的探索期,各省市门诊统筹政策的诊疗规范要求、处方流转、 药店资质要求、报销额度管控、政策推进力度等不 ...
健之佳(605266) - 2024 Q2 - 季度财报
2024-08-29 10:23
Financial Performance - The company's operating revenue for the first half of 2024 was CNY 4,485,124,265.74, representing a 3.40% increase compared to CNY 4,337,725,676.65 in the same period last year[11]. - The net profit attributable to shareholders of the listed company decreased by 60.23% to CNY 62,879,293.65 from CNY 158,090,803.37 in the previous year[12]. - The net cash flow from operating activities was CNY 291,608,586.82, down 47.18% from CNY 552,087,594.89 in the same period last year[12]. - Basic earnings per share for the first half of 2024 decreased by 59.80% to CNY 0.41 compared to CNY 1.02 in the same period last year[13]. - The company's net profit attributable to shareholders for the first half of 2024 was CNY 62.88 million, a decline of 60.23% year-on-year[19]. - The comprehensive gross profit margin for the first half of 2024 improved by 1.08 percentage points to 35.89% compared to the same period last year[19]. - The company's total revenue for the reporting period was approximately ¥4.49 billion, representing a year-on-year increase of 3.40% compared to ¥4.34 billion in the previous year[63]. - The company's net profit for the period was approximately ¥60.84 million, a decline of 60.96% from ¥155.86 million in the previous year[63]. Operational Metrics - Total assets increased by 4.20% to CNY 10,366,617,027.94 compared to CNY 9,948,934,505.31 at the end of the previous year[12]. - The company's net assets attributable to shareholders decreased by 4.22% to CNY 2,740,265,520.16 from CNY 2,861,130,202.55 at the end of the previous year[12]. - The total number of stores increased by 328 to 5,444, representing a growth of 6.41% compared to the beginning of the year and 21.17% year-on-year[18]. - The average return on equity decreased by 3.76 percentage points to 2.17% in the first half of 2024 compared to 5.93% in the same period last year[13]. - The average revenue per store for all retail chains decreased from 87.70 million yuan in the first half of 2023 to 75.58 million yuan in the first half of 2024[48]. - The number of stores reached 5,444, with a 5.00% increase in Yunnan pharmacy stores to 2,897 and a 4.38% increase in Hebei stores to 500 compared to the beginning of the year[42]. Market and Competitive Landscape - The industry is experiencing intensified competition, with the number of retail pharmacies increasing by 7% year-on-year to 667,000 by the end of 2023[17]. - The company faced increased operational pressure due to rigid cost growth of 17.11% driven by store expansion, despite a revenue growth of only 3.40% in the first half of 2024[19]. - The proportion of medical insurance revenue in the main business income dropped from 52% in 2022 to 44% in the first half of 2024[16]. - The company is targeting the growing non-pharmaceutical market, particularly in areas such as elderly care and immune enhancement, to meet evolving customer health needs[28]. Strategic Initiatives - The company plans to enhance operational efficiency, product strength, and professional capabilities in the second half of 2024, focusing on cost control and efficiency improvement[22]. - The company aims to strengthen its product categories and marketing systems by integrating category management with supplier services, focusing on high-quality private label products to enhance gross margins[28]. - The company is focusing on building a diversified community health service ecosystem and enhancing its operational efficiency through standardized management and integrated marketing services[77]. - The company is committed to a transformation from a reliance on medical insurance sales to a focus on professional pharmaceutical services and health management, aiming to stimulate customer demand[82]. Financial Position and Liabilities - Current liabilities rose to CNY 5,192,291,683.54 compared to CNY 4,860,112,257.87, an increase of about 6.8%[122]. - Short-term borrowings increased significantly to CNY 1,252,867,422.33 from CNY 749,609,344.62, marking a rise of approximately 67%[122]. - The total liabilities increased to CNY 7,644,900,650.64 from CNY 7,104,318,260.69, representing a growth of about 7.6%[122]. - The company's equity attributable to shareholders decreased to CNY 2,740,265,520.16 from CNY 2,861,130,202.55, a decline of approximately 4.2%[123]. Compliance and Governance - The company has not disclosed any plans for profit distribution or capital reserve conversion during this reporting period[2]. - The company has established a structured training system for talent development, ensuring a clear management responsibility and a motivated team[41]. - The company is actively cooperating with regulatory bodies to ensure compliance with medical insurance regulations and is exploring partnerships with internet hospitals to enhance service delivery[82]. - The company received a tax risk alert from tax authorities, prompting a self-inspection regarding tax management in the pharmaceutical retail industry, which may impact current performance if tax liabilities are identified[84]. Environmental and Social Responsibility - The company has implemented a medical waste management mechanism in compliance with regulations, ensuring proper disposal of medical waste[95]. - The company has adopted LED energy-saving lighting in all stores and uses biodegradable shopping bags to promote environmental sustainability[95]. - The company provided employment and internship opportunities for over 21,000 individuals as of the end of the reporting period[97]. - The company invested over 6 million RMB in public awareness campaigns for safe medication over the past 21 years[98].