转自：前瞻产业研究院 行业主要上市公司：雍禾医疗(02279.HK)、仙琚制药(002332)、*ST 美谷(000615)、益盛药业(002566)、 振东制药(300158)、国际医学(000516)、康惠制药(603139)、康缘药业(600557)、康恩贝(600572)、福瑞 达(600223)等 本文核心数据：中国毛发医疗行业竞争派系;中国植发行业竞争梯队;中国生发药品行业竞争梯队;中国网 上药店终端米诺地尔销售TOP5 从中国毛发医疗行业竞争派系看，雍禾植发、大麦微针植发、青逸植发等布局植发医疗服务，三生制 药、振东制药、仙琚制药等布局医疗养固服务。 中国毛发医疗行业竞争梯队 植发机构方面，第一梯队主要为头部全国连锁龙头，包括雍禾植发、碧莲盛植发、大麦微针植发等，市 场份额合计占比较高，且均具备全国性直营连锁布局、成熟技术体系和强品牌认知度。 中国毛发医疗行业竞争派系 在生发药品领域，第一梯队包括三生制药、振东制药、默沙东等，三生制药、振东制药在米诺地尔市场 占据主要份额，默沙东是非那雄胺的原研药企，具有重要地位;第二梯队包括仙琚制药、康恩贝、厦门 美商医药等，近年来加快推出米诺地尔、非那雄胺等 ...

从资金流向上来看，当日医疗美容板块主力资金净流出622.09万元，游资资金净流入339.68万元，散户 资金净流入282.41万元。医疗美容板块个股资金流向见下表： 证券之星消息，12月31日医疗美容板块较上一交易日下跌0.07%，*ST美谷领跌。当日上证指数报收于 3968.84，上涨0.09%。深证成指报收于13525.02，下跌0.58%。医疗美容板块个股涨跌见下表： 以上内容为证券之星据公开信息整理，由AI算法生成（网信算备310104345710301240019号），不构成 投资建议。 ...

Core Viewpoint - 九州通 has successfully completed the restructuring investment plan for Aoyuan Meigu, acquiring its core assets for 706 million yuan, marking a strategic entry into the medical beauty sector [1][2][4] Group 1: Company Overview - Aoyuan Meigu, established in 1993 and formerly known as Hubei Jinhui, transitioned into the medical beauty industry after being acquired by Aoyuan Group in 2020 [2] - The company primarily focuses on bio-based fibers and medical beauty services, operating two high-end medical beauty hospitals with over 330,000 members and 80,000 active members annually [2] - In 2024, Aoyuan Meigu's medical beauty business is projected to generate 624 million yuan in revenue, accounting for 57% of total revenue [2] Group 2: Financial and Operational Challenges - Aoyuan Meigu has faced continuous operating losses and a debt crisis, leading to its stock being marked with "delisting risk warning" in 2023 [2] - The company was unable to repay due debts, prompting creditors to apply for restructuring in November 2024, which was approved by the court in December [3][4] Group 3: Strategic Implications for 九州通 - 九州通, as a leading private pharmaceutical distribution company, has built a comprehensive supply chain service platform and has been involved in the medical beauty sector for over 10 years [5][6] - The acquisition of Aoyuan Meigu allows 九州通 to establish a full-chain layout from upstream procurement to downstream service terminals, enhancing its competitive edge [6][7] - The domestic medical beauty market has surpassed 300 billion yuan, with an annual growth rate exceeding 18%, presenting significant opportunities for 九州通 to leverage its supply chain and improve profitability [6][7]

导读：*ST美谷已与国民信托正式签署《国民信托·凤凰22号奥园美谷重整服务信托计划信托合同》及系列配套转让协议，标志着其破产重整计划进入核心 执行阶段。 （上海信托圈） *ST美谷重整落地，签署重整服务信托合同，剥离三类资产推进债务清偿！ 近日，*ST美谷（000615）发布公告称，公司已与国民信托有限公司正式签署《国民信托·凤凰22号奥园美谷重整服务信托计划信托合同》及系列配套转让 协议，标志着其破产重整计划进入核心执行阶段。 此次信托计划规模达2475.19万元，将通过资产剥离与信托化运作，为债权人提供偿债渠道，推动公司摆脱经营困境。 据悉，*ST美谷的重整进程始于2024年11月的预重整程序，2025年11月14日襄阳中院正式裁定受理公司重整案，同年12月16日批准《重整计划》并终止重 整程序。根据规划，公司需将部分股权类资产剥离至新设的信托平台公司，再以该平台100%股权及对应债权作为信托财产设立服务信托，信托份额将由 合格债权人领受用于抵债。 本次签署的信托计划核心要素明确：信托期限预计5年，可自动延长12个月；信托财产包括标的股权（市场价值1万元）和标的债权（清算价值2474.19万 元），对应信 ...

Group 1 - Longbai Group's subsidiary plans to introduce strategic investors and implement capital increase, with a total investment of 2 billion yuan, resulting in a 31.40% equity stake for the investors [1] - Upwind New Materials' embodied intelligent robot business is still in the product development stage and is not expected to positively impact the 2025 annual performance [2] - Kweichow Moutai's controlling shareholder has completed a share buyback plan, acquiring approximately 207.14 million shares for about 3 billion yuan, increasing their total stake to 56.63% [3] Group 2 - Xiamen Tungsten's subsidiary plans to acquire 100% equity of German Mimatic Tool Company for a base price of 10 million euros, with additional capital increase planned [4] - Longpan Technology's subsidiary will reduce production on some lithium iron phosphate production lines for maintenance, expecting a reduction of about 5,000 tons [5] - Wenkai Co. plans to invest 29 million yuan to establish a fund focused on strategic emerging industries [6] Group 3 - Limin Co.'s subsidiary has received a production license for "fluopyram" pesticide, which is expected to have a positive impact on future operations [7] - ST Huicheng received a cash donation of 30 million yuan from its restructuring investor to support its operations [8] - Baitong Energy's vice president plans to reduce holdings of up to 316,200 shares, representing 0.0686% of the total share capital [9] Group 4 - Wushang Group's shareholder did not execute a planned share reduction, retaining a 5.7% stake [10] - Zhangzidao's major shareholder plans to reduce holdings of up to 711,100 shares, representing 1% of the total share capital [11] - Meihua Bio plans to repurchase shares worth 35 million to 50 million yuan at a price not exceeding 15 yuan per share [12] Group 5 - Xiyang Co. plans to distribute a cash dividend of 1.10 yuan per 10 shares, totaling 181 million yuan, which is 10.37% of the net profit for the first three quarters of 2025 [13] - Weike Technology plans to distribute a cash dividend of 6 yuan per 10 shares, totaling approximately 75.15 million yuan [14] - Guoyuan Securities plans to transfer 24.33% of Anyuan Fund's equity for 813 million yuan [15] Group 6 - Three Gorges Tourism's subsidiary plans to purchase part of the property for the Three Gorges Cruise Center for 136 million yuan [16] - Wukuang Development plans to acquire equity in Wukuang Mining and Luzhong Mining, with stock suspension announced [17][18] - Sijia Technology plans to invest 275 million yuan to acquire 20% equity in Guangcai Xincheng [19] Group 7 - Changan Automobile plans to raise no more than 6 billion yuan through a private placement for new energy vehicle projects [20] - Shenjian Co. reported that its aerospace business revenue is relatively small, accounting for only 0.20% of total revenue [21] - Zhiyuan New Energy's controlling shareholder plans to reduce holdings of up to 1.53% of the company's shares [22] Group 8 - Beimo High-tech plans to raise no more than 1.97 billion yuan through a private placement for various projects [23] - Hongri Pharmaceutical's injectable thymosin has passed the consistency evaluation for generic drugs [24] - Ningbo Fangzheng plans to acquire 20% equity in Anhui Fangzheng for 63.8 million yuan [25] Group 9 - Spring Airlines signed a purchase agreement for 30 Airbus A320neo aircraft, with a total price not exceeding 4.128 billion USD [26][27] - Oulu Tong's controlling shareholder plans to reduce holdings of up to 1.91% of the company's shares [28] - Tongli Technology plans to invest 86.7 million yuan to increase capital in Zhuerkang Technology [29] Group 10 - Ganfeng Lithium received a notice of prosecution for suspected insider trading, but operations remain normal [30] - ST Dongyi completed its capital increase plan and will resume trading [31] - Tianpu Co. clarified that it has no plans to engage in artificial intelligence-related business [32] Group 11 - ST Meigu's restructuring plan has been completed, and it will apply to lift the delisting risk warning [33] - Unigroup Guowei is planning to acquire controlling or full equity of Ruineng Semiconductor, with stock suspension announced [34] - Shengtong Energy's stock has been suspended for investigation due to significant price fluctuations [35][36] Group 12 - ST Sansheng applied to lift the delisting risk warning after completing its restructuring plan [37] - Yuekang Pharmaceutical submitted an application for H-share listing on the Hong Kong Stock Exchange [38] - Miaokelando's controlling shareholder plans to increase holdings of 2.55 million to 5.10 million shares [39] Group 13 - SMIC plans to acquire 49% equity in SMIC North for 40.601 billion yuan, aiming to enhance asset quality and business synergy [40]

登录新浪财经APP 搜索【信披】查看更多考评等级 证券代码：600998 证券简称：九州通 公告编号：临2025-098 九州通医药集团股份有限公司 关于全资子公司参与重整投资的奥园美谷科技股份有限公司 重整计划执行完毕的公告 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。 2025年4月23日，九州通全资子公司九州产投公司与奥园美谷及其预重整期间临时管理人签订《重整投 资协议》，拟出资673,200,000.00元取得重整后奥园美谷360,000,000股转增股票。公司于2025年4月22日 召开第六届董事会第十三次会议及第六届监事会第十一次会议，审议通过《关于全资子公司签署〈奥园 美谷科技股份有限公司重整投资协议〉的议案》。根据《上海证券交易所股票上市规则》《公司章程》 等相关规定，本次投资事项在公司董事会审批权限内，无需提交公司股东会审议。具体详见公司于2025 年4月24日在上海证券交易所网站（www.sse.com.cn）披露的《九州通关于全资子公司签署〈奥园美谷 科技股份有限公司重整投资协议〉的公告》（公告编号：临 ...

*ST美谷公告，2025年12月29日，公司收到湖北省襄阳市中级人民法院送达的民事裁定书，裁定终结公 司重整程序。截至本公告日，公司重整计划已执行完毕。管理人出具了执行情况的监督报告，律师事务 所出具了法律意见书，均认为重整计划已经执行完毕。重整计划执行完毕预计将对公司2025年度的财务 状况产生积极影响，具体影响金额以经审计的2025年度财务报表数据为准。 ...

奥园美谷科技股份有限公司 简式权益变动报告书 上市公司名称:奥园美谷科技股份有限公司 股票上市地点:深圳证券交易所 股票简称:*ST 美谷 股票代码:000615 信息披露义务人一名称:京汉控股集团有限公司 住所/通讯地址:北京市石景山区实兴东街 8 号院 1 号楼 信息披露义务人二名称:北京合力万通信息咨询中心(有限合伙)(一致行动入) 住所/通讯地址:北京市石景山区实兴东街 8 号院 1 号楼 信息披露义务人三名称:段亚娟(一致行动人) 住所/通讯地址:北京市石景山区实兴东街 8 号院 1 号楼 股份变动性质:持股数量不变,由于总股本增加导致持股比例被动稀释,累计减少超过上市 公司总股本的 5% 签署日期: 二〇二五年十二月二十九日 信息披露义务人声明 一、信息披露义务人依据《中华人民共和国公司法》《中华人民共和国证券法》《上市公 司收购管理办法》《公开发行证券的公司信息披露内容与格式准则第 15 号--权益变动报告书》 及相关法律、行政法规、部门规章和规范性文件编写本报告书。 二、信息披露义务人签署本报告已获得必要的授权和批准,其履行亦不违反信息披露义 务人章程或内部规则的任何条款,或与之相冲突。 三、 ...

证券代码：000615 证券简称：*ST美谷 公告编号：2025-127 奥园美谷科技股份有限公司 关于持股 5%以上股东持股比例被动稀释触及 1%整数倍及跨 越 5%整数倍的提示性公告 深圳奥园科星投资有限公司、京汉控股集团有限公司及其一致行动人北 京合力万通信息咨询中心(有限合伙)、段亚娟保证信息披露的内容真实、准 确、完整，没有虚假记载、误导性陈述或重大遗漏。 本公司董事会及全体董事保证公告内容与信息披露义务人提供的信息一 致。 一、本次股东的持股比例变动即权益变动的背景 2025 年 11 月 14 日，襄阳中院裁定受理公司重整案，并于同日指定奥园美 谷科技股份有限公司清算组担任奥园美谷科技股份有限公司管理人（以下简称 "管理人"）。具体内容详见公司于 2025 年 11 月 15 日披露在巨潮资讯网 （www.cninfo.com.cn，下同）的《关于法院裁定受理公司重整并指定管理人暨 公司股票交易将被叠加实施退市风险警示的公告》。 2025 年 12 月 15 日，公司重整案第一次债权人会议审议通过了《奥园美谷 科技股份有限公司重整计划（草案）》和《奥园美谷科技股份有限公司重整案财 产管理及变价方 ...

奥园美谷科技股份有限公司 简式权益变动报告书 上市公司名称：奥园美谷科技股份有限公司 股票上市地点：深圳证券交易所 股票简称：*ST美谷 股票代码：000615 信息披露义务人名称：深圳奥园科星投资有限公司 住所：深圳市南山区粤海街道科技园社区科技路9号桑达科技工业大厦102 通讯地址：深圳市南山区粤海街道科技园社区科技路9号桑达科技工业大厦102 股份变动性质：所持股份比例被动稀释 签署日期：二○二五年十二月 二十九 日 信息披露义务人声明 一、信息披露义务人依据《中华人民共和国公司法》《中华人民共和国证券法》《上市公 司收购管理办法》公开发行证券的公司信息披露内容与格式准则第 15 号--权益变动报告书》 及相关法律、行政法规、部门规章和规范性文件编写本报告书。 二、信息披露义务人签署本报告已获得必要的授权和批准,其履行亦不违反信息披露义 务人章程或内部规则的任何条款,或与之相冲突。 三、依据《中华人民共和国公司法》《中华人民共和国证券法》《上市公司收购管理办法》 《公开发行证券的公司信息披露内容与格式准则第 15 号--权益变动报告书》等规定,本报告 书已全面披露了信息披露义务人在奥园美谷科技股份有限公 ...