健之佳公告，2025年上半年营业收入44.57亿元，同比下降0.64%。净利润7237.82万元，同比增长 15.11%。 ...

Market Overview - The pharmaceutical commercial sector experienced a decline of 2.71% on August 27, with Saily Medical leading the drop [1] - The Shanghai Composite Index closed at 3800.35, down 1.76%, while the Shenzhen Component Index closed at 12295.07, down 1.43% [1] Individual Stock Performance - Saily Medical (603716) closed at 33.15, down 8.93% with a trading volume of 484,700 shares and a transaction value of 1.671 billion [1] - Other notable declines included HeLiang China (603122) down 5.15%, YaoYigou (300937) down 5.10%, and Guofa Shares (600538) down 4.98% [1] - The overall net outflow of main funds from the pharmaceutical commercial sector was 543 million, while retail investors saw a net inflow of 361 million [1] Fund Flow Analysis - Jiuzhoutong (600998) had a main fund net inflow of 11.8 million, accounting for 18.23% of its total [2] - Dacilin (603233) saw a main fund net inflow of 29.97 million, representing 15.70% [2] - The overall trend indicates a mixed sentiment with main funds withdrawing while retail investors are actively buying [2]

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：2025-043 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计划期限过半的 进展公告 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： 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"）于 2025 年 7 月 10 日披露了《关于实际控制人之一致行动人增持公司股份 及后续增持计划的公告》（公告编号：2025-039）。实际控制人蓝波、舒畅夫妇 的一致行动人蓝心悦女士拟自 2025 年 7 月 10 日至 2025 年 10 月 9 日期间，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股份，拟增持股数不低于 50,000 股（含）、不高于 100,000 股（含）,增持价格结合市场情况确定。 | 增持主体名称 | 蓝心悦 | | | | --- | --- | --- | --- | | 增持主体身份 | 控股股东、实控人 | 是 | 否 | | | 控股股东、实控人的一致行 ...

Core Insights - The pharmaceutical commercial sector experienced a slight increase of 0.05% on August 22, with Saily Medical leading the gains [1] - The Shanghai Composite Index closed at 3825.76, up 1.45%, while the Shenzhen Component Index closed at 12166.06, up 2.07% [1] Group 1: Stock Performance - Saily Medical (603716) saw a closing price of 31.52, with a significant increase of 10.02% and a trading volume of 614,300 shares, resulting in a transaction value of 1.861 billion yuan [1] - Guofang Co. (600538) closed at 6.55, up 2.18%, with a trading volume of 218,500 shares [1] - Runda Medical (603108) closed at 18.35, up 1.94%, with a trading volume of 303,900 shares [1] - Other notable stocks include Jiuzhoutong (600998) with a slight increase of 0.55% and Yifeng Pharmacy (603939) with a minimal increase of 0.20% [1] Group 2: Capital Flow - The pharmaceutical commercial sector saw a net inflow of 363 million yuan from main funds, while retail investors experienced a net outflow of 114 million yuan [2] - Speculative funds recorded a net outflow of 249 million yuan [2]

Core Viewpoint - The company, Jianzhijia Pharmaceutical Chain Group Co., Ltd., will hold a half-year performance briefing on August 29, 2025, to discuss its operational and financial status for the first half of 2025, addressing common investor concerns [2][3][4]. Group 1: Meeting Details - The performance briefing is scheduled for August 29, 2025, from 10:00 AM to 11:00 AM [4][6]. - The meeting will take place at the Shanghai Stock Exchange Roadshow Center and will be conducted in an interactive online format [6][5]. - Participants will include the company's Chairman and General Manager, Mr. Lan Bo, the Secretary of the Board and Chief Financial Officer, Mr. Li Heng, and Independent Director, Mr. Guan Yunhong [4]. Group 2: Investor Participation - Investors can participate in the briefing online via the Shanghai Stock Exchange Roadshow Center on the scheduled date [5][6]. - Investors are encouraged to submit questions from August 22 to August 28, 2025, through the Roadshow Center's website or via the company's email [5][6]. - The company will address commonly asked questions during the briefing [3][5]. Group 3: Contact Information - For inquiries, investors can contact Mr. Li Heng at phone number 0871-65711920 or via email at ir@jzj.cn [7]. - After the briefing, the main content and details will be available on the Shanghai Stock Exchange Roadshow Center [7].

Group 1 - The company will hold a half-year performance briefing on August 29, 2025, from 10:00 to 11:00 AM [1][2] - The briefing will take place at the Shanghai Stock Exchange Roadshow Center and will be conducted in an interactive online format [2][3] - Key personnel attending the briefing include the Chairman and General Manager, Mr. Lan Bo, the Secretary of the Board and CFO, Mr. Li Heng, and the Independent Director, Mr. Guan Yunhong [2] Group 2 - Investors can submit questions for the briefing from August 22, 2025, to August 28, 2025, by visiting the Roadshow Center website or emailing the company [3] - During the briefing, the company will address common concerns from investors regarding its operational performance and financial status for the first half of 2025 [2][3] - After the briefing, investors can access the main content and details of the event through the Roadshow Center [3]

证券代码：605266 证券简称：健之佳 公告编号： 2025-042 健之佳医药连锁集团股份有限公司 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： 会议召开时间：2025 年 8 月 29 日(星期五) 上午 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 8 月 22 日(星期五) 至 8 月 28 日(星期四)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 8 月 29 日（星期五）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。 健之佳医药连锁集 ...

Policy Developments - The National Health Commission and five other departments released measures to enhance the experience of family doctor contract services, focusing on improving service quality and health management for residents [2] Drug and Device Approvals - Novo Nordisk's Wegovy (semaglutide 2.4mg) received FDA approval for treating metabolic-associated fatty liver disease (MASH) with moderate to severe liver fibrosis, which is expected to boost sales [3] - Yiling Pharmaceutical's new traditional Chinese medicine, "Children's Lianhua Qinggan Granules," has received acceptance for its new drug registration application [4] - Pumen Technology obtained a medical device registration certificate for its high-sensitivity cardiac troponin I testing kit, which aids in diagnosing myocardial infarction [5] Financial Reports - Ping An Good Doctor reported a 19.5% increase in revenue to approximately 2.502 billion yuan and a net profit increase of 136.8% to 134 million yuan for the first half of the year [6] - Weier Pharmaceutical's revenue decreased by 2.1% to 674 million yuan, with a net profit decline of 7.77% to 72.77 million yuan in the same period [7] Capital Market Activities - Jianzhijia plans to sell its Qinhuangdao logistics center assets for approximately 24 million yuan, which does not constitute a related party transaction [8] - Gilead Sciences announced a placement of 52.4 million shares at a discount of about 9.9%, with expected net proceeds of approximately 467.69 million HKD, primarily for clinical trials related to obesity [9] Industry News - The National Disease Control Bureau reported a decline in new cases of Chikungunya fever in Foshan, with daily cases dropping from over 600 to below 100, indicating effective control measures [10] - A breakthrough study from Harvard University demonstrated the ability to induce human pluripotent stem cells to initiate meiosis, offering new hope for addressing infertility [11] Public Sentiment Alerts - Baiotai announced that Xinyu Qiheng reduced its stake by 0.78%, selling 3.2169 million shares and raising approximately 105 million yuan [12]

Core Viewpoint - The company is disposing of assets through its wholly-owned subsidiary, Qinhuangdao Tangren Pharmaceutical Chain Co., Ltd., by selling land use rights and building ownership for a total price of RMB 24 million [2][10][12]. Group 1: Transaction Overview - The transaction involves the sale of industrial land use rights and building ownership located in Qinhuangdao, with a total estimated transfer price of RMB 24 million [2][10]. - The transaction does not constitute a related party transaction or a major asset restructuring, and it was approved by the board of directors without the need for shareholder approval [3][8][18]. - The decision to close the Qinhuangdao logistics center and consolidate operations at the Hebei Tangshan logistics center is aimed at improving logistics efficiency and cost control [4][7][16]. Group 2: Asset Details - The asset being transferred includes a land use area of approximately 22,999.98 square meters and a building with a total area of 10,691.23 square meters [10][11]. - The assessed value of the building is approximately RMB 14.34 million, while the land use rights are valued at approximately RMB 9.66 million, totaling around RMB 23.99 million [11][12]. Group 3: Financial Impact - The disposal of the asset is expected to enhance asset utilization efficiency and improve the company's financial situation by recovering funds [16][17]. - The transaction is not anticipated to negatively impact the company's financial or operational status, nor will it harm the interests of shareholders [17][18]. Group 4: Transaction Process - The transaction will occur in three phases, with the first phase requiring a 30% deposit of the total price, followed by subsequent payments and the transfer of ownership [12][13][14]. - The final payment is due by November 30, 2025, and the asset transfer is scheduled for August 31, 2025 [13][14].

证券代码：605266 证券简称：健之佳 公告编号：2025-041 健之佳医药连锁集团股份有限公司 关于全资子公司处置资产的公告 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"）全资子公司秦皇 岛唐人医药连锁有限责任公司（以下简称"秦皇岛唐人医药"）向自然人赵明女 士出售位于秦皇岛市海港区北部工业区的一宗国有出让工业用地的土地使用权 及其地上建筑物的房屋所有权（以下简称"标的资产"），标的资产转让价格预计 为人民币 2,400 万元整。 本次交易在董事会审批权限内，公司于 2025 年 8 月 18 日召开第六届董 事会第十一次会议审议通过《关于全资子公司处置资产的议案》，无需提交股东 会审议。 一、交易概述 （一）本次交易的基本情况 1、本次交易概况 根据公司省级区域物流配送效率、成本管控原则及模式，各省级分部建立统 一的物流中心负责区域物流配送。 在河北分部，原由唐山原租赁仓库、秦皇岛自有产权仓库两个区域配送中心 实现唐山、秦皇岛区域配送。 公司 ...