Financial Performance - The company's operating revenue for Q3 2025 was ¥2,092,309,132.74, a decrease of 7.01% compared to the same period last year[5] - The net profit attributable to shareholders for Q3 2025 was ¥28,227,823.03, down 25.62% year-on-year[5] - The total profit for Q3 2025 was ¥40,982,939.36, reflecting a decline of 13.23% compared to the previous year[5] - Total operating revenue for the first three quarters of 2025 was CNY 6,548,882,996.02, a decrease of 2.77% compared to CNY 6,735,206,324.77 in the same period of 2024[80] - Net profit for the first three quarters of 2025 was CNY 100,575,339.20, an increase of 2.18% compared to CNY 98,371,124.29 in 2024[81] Assets and Liabilities - The company reported a decrease in total assets to ¥9,739,539,927.47, down 8.32% from the end of the previous year[6] - Total current liabilities increased by 34.50% to approximately ¥2.16 billion, driven by increased short-term borrowings and bank acceptance bill financing[26] - The company's total liabilities decreased to CNY 7,114,767,220.73 in 2025 from CNY 7,842,700,401.71 in 2024, representing a reduction of 9.26%[80] - The total equity attributable to shareholders decreased to CNY 2,626,079,923.78 in 2025 from CNY 2,797,247,891.58 in 2024, a decline of 6.12%[80] Cash Flow - The company achieved a net cash flow from operating activities of ¥822,365,008.82 for the year-to-date, an increase of 63.79%[6] - Cash inflow from operating activities for the first three quarters of 2025 was CNY 6,664,555,989.57, down from CNY 7,020,499,902.81 in 2024, a decrease of 5.08%[84] - The net cash flow from operating activities was $822,365,008.82, an increase from $502,088,314.28 in the previous period, reflecting a growth of approximately 63.8%[85] Revenue Structure - The proportion of medical insurance settlement income in the company's main business revenue decreased from 52% in 2022 to 40% in 2025[8] - The company has shifted its revenue structure, with prescription drug revenue decreasing by 1.75% and non-prescription drug revenue increasing by 1.75%[10] - Prescription drug revenue decreased by 6.46% year-on-year, while non-prescription drug revenue increased by 2.52%, reflecting the company's efforts to reduce reliance on prescription drugs[47] Cost Management - The company has implemented cost control measures, resulting in a 6.67% decrease in period expenses in Q3 2025 compared to the same period last year[10] - The company has implemented measures to control costs, resulting in a 2.84% year-on-year decrease in period expenses for the first nine months of 2025[21] - The company has initiated negotiations to reduce rental costs, focusing on high-rent, low-output stores to improve overall cost structure[21] Inventory Management - The company has significantly reduced inventory value by CNY 726.82 million, achieving a 23.24% decrease compared to the beginning of the year, enhancing inventory turnover efficiency[15] - The company's inventory stock increased by 48.70% to approximately ¥145.44 million, influenced by the stock repurchase plan approved by the board[26] - Inventory decreased to approximately ¥2.40 billion from ¥3.13 billion, reflecting enhanced inventory turnover efficiency[78] Store Operations - The company closed 83 stores and opened 45 new stores in the first nine months of 2025, resulting in a net decrease of 38 stores, bringing the total to 5,448 stores[36] - The company faced challenges in expanding its store network due to high rents and regulatory constraints, leading to a strategic adjustment in its expansion pace[36] - The company is focusing on optimizing existing stores and addressing high-loss locations through strategic relocations[36] Shareholder Information - The total number of common shareholders at the end of the reporting period is 15,091[33] - The top 10 shareholders hold a total of 84,000,000 shares, representing 55.36% of the total shareholding[33] - Shenzhen Changsi Xing Industrial Development Co., Ltd. is the largest shareholder, holding 23,439,968 shares, which is 15.17% of the total[33] Compliance and Regulations - The company has established a comprehensive compliance system for medical insurance operations, enhancing training and assessment for relevant departments[18] - The company is actively working on compliance with regulatory bodies to improve drug supervision and insurance compliance levels[71] Strategic Initiatives - The company is focusing on enhancing store efficiency and transforming its business model to adapt to market changes and consumer needs[13] - The company is focusing on transforming its business model to emphasize professional pharmaceutical services and health management, moving away from reliance on insurance sales[69] - A strategic focus on high-quality innovation and category management is expected to drive sales growth and improve operational efficiency[74]

Core Viewpoint - The company reported a decline in both revenue and net profit for the third quarter of 2025 compared to the same period last year, indicating potential challenges in its financial performance [1] Financial Performance - In Q3 2025, the company achieved a revenue of 2.092 billion yuan, a year-on-year decrease of 7.01% [1] - The net profit attributable to shareholders was 28.2278 million yuan, down 25.62% year-on-year [1] - Basic earnings per share for Q3 2025 were 0.18 yuan [1] Year-to-Date Performance - For the first three quarters of 2025, the company reported a total revenue of 6.549 billion yuan, reflecting a year-on-year decline of 2.77% [1] - The net profit attributable to shareholders for the first three quarters was 101 million yuan, a slight decrease of 0.22% year-on-year [1] - Basic earnings per share for the first three quarters were 0.65 yuan [1]

Core Insights - The company reported a third-quarter revenue of 2.092 billion yuan, representing a year-on-year decline of 7.01% [1] - The net profit for the third quarter was 28.2278 million yuan, down 25.62% year-on-year [1] - For the first three quarters, the company achieved a revenue of 6.549 billion yuan, which is a year-on-year decrease of 2.77% [1] - The net profit for the first three quarters was 101 million yuan, reflecting a slight decline of 0.22% year-on-year [1]

Group 1 - The core point of the article is that Jianzhijia (SH 605266) announced a pledge extension of shares by its major shareholder Wang Yanping, who holds approximately 15.46 million shares, accounting for 10.01% of the total share capital [1] - After the pledge extension, Wang Yanping has pledged a total of 1.45 million shares, which is 9.38% of her holdings and 0.94% of the company's total shares [1] - For the first half of 2025, Jianzhijia's revenue composition is as follows: 90.17% from pharmaceutical retail and services, 5.51% from other businesses, 4.17% from convenience retail, and 0.15% from pharmaceutical wholesale [1] Group 2 - As of the report, Jianzhijia has a market capitalization of 3.3 billion yuan [2] - The Chinese innovative drug sector has seen significant overseas licensing sales, totaling 80 billion USD this year, indicating a hot secondary market in biomedicine [2]

证券代码：605266 证券简称：健之佳 公告编号：2025-055 健之佳医药连锁集团股份有限公司 关于持股 5%以上股东部分股份质押展期的公告 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: 截止本公告日，公司持股 5%以上股东王雁萍女士持有公司股份 15,463,319 股，占公司总股本数的 10.01%； 本次股份质押展期后，股东王雁萍女士累计质押股份数量为 1,450,000 股，占其持有股份数量的 9.38%，占公司总股本数量的 0.94%。 一、股东质押股份基本情况 健之佳医药连锁集团股份有限公司（以下简称"公司"）公司持股 5%以上股 东王雁萍女士将其持有公司 1,450,000 股股份（占当时公司总股本的 0.93%）办 理了股票质押式回购交易业务，具体内容详见公司于 2024 年 10 于 26 日披露的 于上海证券交易所网站（www.sse.com.cn）披露的《关于持股 5%以上股东部分 股份质押的公告》（公告编号：2024-090） 公司于近日收到公司股东王雁萍女士的通知，将其于 20 ...

证券代码：605266 证券简称：健之佳 公告编号：2025-054 健之佳医药连锁集团股份有限公司 关于召开 2025 年第三季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： 会议召开时间：2025 年 10 月 30 日 （星期四） 10:00-11:00 会 议 召 开 地 点 ： 上 海 证 券 交 易 所 上 证 路 演 中 心 （ 网 址 ： 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 24 日 （星期五） 至 10 月 29 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 ir@jzj.cn 进行提问；或在 2025 年 10 月 30 日（星期四）10:00-11:00，通过互 联网登录上证路演中心（https://roadshow.sseinfo.com/），在线参与本次业绩 说明会。公司将在说明会上对投资者普遍关注的问题进行回答。 一、 说 ...

Market Overview - The pharmaceutical commercial sector increased by 0.55% on October 21, with First Pharmaceutical leading the gains [1] - The Shanghai Composite Index closed at 3916.33, up 1.36%, while the Shenzhen Component Index closed at 13077.32, up 2.06% [1] Stock Performance - First Pharmaceutical (600833) closed at 13.64, up 2.48% with a trading volume of 58,500 shares and a transaction value of 79.03 million yuan [1] - Other notable performers included: - Haiwang Biological (000078) at 2.55, up 2.41% [1] - HeFu China (603122) at 6.55, up 2.34% [1] - Ruikang Pharmaceutical (002589) at 2.93, up 2.09% [1] - Daclin (603233) at 18.67, up 1.52% with a transaction value of 293 million yuan [1] Capital Flow - The pharmaceutical commercial sector experienced a net outflow of 105 million yuan from institutional investors and 110 million yuan from speculative funds, while retail investors saw a net inflow of 215 million yuan [2] - The capital flow for individual stocks showed mixed results, with China Pharmaceutical (600056) seeing a net inflow of 28.32 million yuan from institutional investors [3] Individual Stock Capital Flow - Key stocks with significant capital flow include: - China Pharmaceutical (600056) with a net inflow of 28.32 million yuan from institutional investors [3] - Jiuzhoutong (600998) with a net inflow of 24.77 million yuan from institutional investors [3] - Shanghai Pharmaceutical (601607) with a net inflow of 11.37 million yuan from institutional investors [3]

Core Points - The company has completed the registration of changes in business scope and has obtained a new business license from the Yunnan Provincial Market Supervision Administration [1][2][3] - The changes include the addition of "sales of sanitary insecticides" and "pet services (excluding animal diagnosis)" to the company's business scope [1] - The company's governance structure has been adjusted by canceling the supervisory board and setting up employee directors, along with amendments to the Articles of Association [1]

证券代码：605266 证券简称：健之佳 公告编号：2025-053 健之佳医药连锁集团股份有限公司 关于完成工商变更登记并换发营业执照的公告 近日，公司完成了增加经营范围的工商变更登记及修订《公司章程》的工商 备案手续，并取得云南省市场监督管理局换发的《营业执照》。 《营业执照》变更登记信息如下： 公司经营范围新增"卫生用杀虫剂销售；宠物服务（不含动物诊疗）"。 《营业执照》中除经营范围外的其余登记内容未变更。 特此公告。 健之佳医药连锁集团股份有限公司董事会 2025年10月11日 1 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。 根据健之佳医药连锁集团股份有限公司（以下简称"公司"）2025年第一次 临时股东会审议通过的《关于取消监事会、设置职工董事并修订<公司章程>及附 件的议案》，根据法律法规的规定及公司实际，拟调整公司治理架构，同时变更 经营范围，对《公司章程》的相关内容进行修订和完善，办理工商变更登记。具 体内容详见公司于2025年8月29日在上海证券交易所网站（www.sse.com.cn）披 露的《关于取消 ...

Core Viewpoint - The actual controller's associated party, Ms. Lan Xinyue, has increased her shareholding in the company, indicating confidence in the company's future performance [1] Group 1: Shareholding Increase - Ms. Lan Xinyue acquired 68,600 shares from July 10, 2025, to October 9, 2025, representing 0.04% of the company's total share capital [1] - After the acquisition, Ms. Lan Xinyue holds a total of 200,000 shares, which is 0.13% of the company's total share capital [1] - The total transaction amount for the share purchase was 1.4452 million yuan [1]