公司于 2025 年 8 月 22 日将暂时补充流动资金的闲置募集资金 30,000.00 万元资金全部归还募集资金专用账户，并已将上述募集资金的归还情况及时通知 保荐机构民生证券股份有限公司及保荐代表人。本次闲置募集资金暂时补充流动 资金期限自董事会审议通过之日起未超过 12 个月。 特此公告。 证券代码：000623 证券简称：吉林敖东 公告编号：2025-037 关于归还暂时补充流动资金的闲置募集资金的公告 本公司及董事会全体成员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。 为提高募集资金使用效率、减少公司的财务费用、降低运营成本，在确保不 影响募集资金使用需求的前提下，根据《上市公司监管指引第 2 号——上市公司 募集资金管理和使用的监管要求》《深圳证券交易所股票上市规则》《深圳证券 交易所上市公司自律监管指引第 1 号——主板上市公司规范运作》有关法律法规 及公司《募集资金管理办法》规定，吉林敖东药业集团股份有限公司（以下简称 "公司"）于 2024 年 8 月 30 日召开第十一届董事会第十一次会议，第十一届监 事会第十次会议分别审议通过了《关于使用部分闲置募集资金暂 ...

Group 1 - The core viewpoint of the article highlights the decline in the production of traditional Chinese medicine (TCM) in China, with a projected decrease in output and significant year-on-year reductions [1][3] - According to data from the National Bureau of Statistics, the production of TCM in China is expected to be 156,000 tons by June 2025, representing a year-on-year decrease of 6.6% [1] - In the first half of 2025, the cumulative production of TCM in China reached 875,000 tons, showing a cumulative decline of 13% [1] Group 2 - The article lists several publicly listed companies in the TCM sector, including Yunnan Baiyao, Tongrentang, and others, indicating the key players in the industry [1] - The report referenced is the "2025-2031 China Traditional Chinese Medicine Industry Development Situation Analysis and Industry Prospect Planning Report" published by Zhiyan Consulting, which provides insights into the future of the TCM industry [1][2]

Group 1 - The core viewpoint of the news is the strong performance of the Chinese traditional medicine sector, highlighted by the rise of the Zhongzheng Traditional Chinese Medicine Index and its constituent stocks following a new policy from the Liaoning Provincial Medical Insurance Bureau [1][2] - The Zhongzheng Traditional Chinese Medicine Index (930641) increased by 1.62%, with notable gains from Tian Shili (600535) up 8.03%, Xin Tian Pharmaceutical (002873) up 7.01%, and Da Ren Tang (600329) up 6.07% [1] - The new policy includes the integration and regulation of three types of medical service pricing, specifically incorporating 39 medical service items, including "traditional Chinese medicine plaster," into the provincial basic medical insurance and work injury insurance fund payment scope, effective from August 20, 2025 [1] Group 2 - Dongwu Securities indicates that the innovative drug industry in China has reached a turning point, with significant advancements in both policy and research and development [2] - The policy framework, including the "Full Chain Support for Innovative Drug Development Implementation Plan," provides support across payment, approval, and financing sectors, facilitating industry growth [2] - As of Q1 2025, the coverage of First-in-Class (FIC) innovative drugs in China reached 40%, with a notable presence of dual-antibody pipelines at the 2025 ASCO conference, indicating global academic recognition [2] Group 3 - As of July 31, 2025, the top ten weighted stocks in the Zhongzheng Traditional Chinese Medicine Index accounted for 54.58% of the index, with key players including Yunnan Baiyao (000538) and Pian Zai Huang (600436) [3]

金融界消息 截至2025年8月13日收盘，吉林敖东（000623）报收于19.59元，上涨1.56%，换手率2.2%， 成交量26.26万手，成交金额5.12亿元。 资金流向方面，今日主力资金净流入1826.64万元，占比成交额3.57%。其中，超大单净流入1686.29万 元、占成交额3.29%，大单净流入140.35万元、占成交额0.27%，中单净流出流出19.63万元、占成交额 0.04%，小单净流出1807.01万元、占成交额3.53%。 来源：金融界 吉林敖东最新一期业绩显示，截至2025一季报，公司营业总收入6.23亿元、同比减少27.71%，归属净利 润5.17亿元，同比增长259.75%，扣非净利润4.88亿元，同比增长75.56%，流动比率1.871、速动比率 1.525、资产负债率11.43%。 天眼查商业履历信息显示，吉林敖东药业集团股份有限公司，成立于1993年，位于延边朝鲜族自治州， 是一家以从事医药制造业为主的企业。企业注册资本119589.5387万人民币，实缴资本119589.5387万人 民币。公司法定代表人为李秀林。 通过天眼查大数据分析，吉林敖东药业集团股份有限公司共对外 ...

Group 1 - The Chinese medicine ETF (159647) has seen a continuous inflow of funds, totaling 30.03 million yuan over the past five days, with a net inflow of 22.14 million yuan since August [1] - The China Traditional Chinese Medicine Index (930641) has increased by 0.77%, with notable gains from companies such as Kang En Bei (600572) up 5.41% and Zhong Sheng Pharmaceutical (002317) up 4.80% [1] - The release of the "Chinese Atrial Fibrillation Management Guidelines (2025)" recommends the use of Tongluo drugs, specifically the Shen Song Yang Xin capsule, for maintaining sinus rhythm in paroxysmal atrial fibrillation [1] Group 2 - Jiang Hai Securities highlights that the labeling of expiration dates on traditional Chinese medicine pieces enhances product transparency, boosting consumer confidence and potentially expanding the market [2] - The top ten weighted stocks in the China Traditional Chinese Medicine Index account for 54.58% of the index, with major companies including Yunnan Baiyao (000538) and Tong Ren Tang (600085) [2] - The Chinese medicine ETF closely tracks the China Traditional Chinese Medicine Index, which reflects the overall performance of listed companies involved in the production and sale of traditional Chinese medicine [2]

Core Viewpoint - Jilin Aodong Pharmaceutical Group Co., Ltd. reported a significant increase in net profit despite a decrease in total revenue for the first quarter of 2025, indicating potential resilience in profitability amidst revenue challenges [1]. Financial Performance - As of the first quarter of 2025, the company achieved total revenue of 623 million yuan, a year-on-year decrease of 27.71% [1]. - The net profit attributable to shareholders was 517 million yuan, reflecting a year-on-year increase of 259.75% [1]. - The non-recurring net profit was 488 million yuan, showing a year-on-year growth of 75.56% [1]. - The current ratio was reported at 1.871, the quick ratio at 1.525, and the debt-to-asset ratio at 11.43% [1]. Market Activity - As of August 8, 2025, the stock price closed at 19.15 yuan, with a slight increase of 0.21% [1]. - The trading volume was 138,700 hands, with a total transaction amount of 266 million yuan [1]. - There was a net outflow of main funds amounting to 19.09 million yuan, which accounted for 7.18% of the transaction amount [1]. Company Background - Jilin Aodong Pharmaceutical Group Co., Ltd. was established in 1993 and is located in Yanbian Korean Autonomous Prefecture, primarily engaged in the pharmaceutical manufacturing industry [2]. - The company has a registered capital of 11,958.95387 million yuan and a paid-in capital of the same amount [1]. - The legal representative of the company is Li Xiulin [1]. Investment and Intellectual Property - The company has made investments in 47 enterprises and participated in one bidding project [2]. - It holds 216 trademark registrations and 8 patents, along with 3 administrative licenses [2].

Group 1 - The total salary scale of CFOs in A-share listed companies reached 4.27 billion yuan in 2024, with an average annual salary of 814,800 yuan [1][2] - Among the CFOs, those aged 50-60 constitute 44% of the market, while those aged 40-50 account for 42%, and only 12% are aged 40 or below [1] - The educational background of CFOs shows that 55% hold a bachelor's degree, while 33% have a master's degree, and only 2% have a technical secondary school education [1] Group 2 - The average annual salary of CFOs in the A-share traditional Chinese medicine sector is 730,900 yuan [2] - The salary distribution indicates that 44% of CFOs earn below 500,000 yuan, while 28% earn between 500,000 and 1 million yuan, and another 28% earn above 1 million yuan [2] - The top three highest-paid CFOs are from Jichuan Pharmaceutical, Yiling Pharmaceutical, and Dong'e Ejiao, with salaries of 1.78 million yuan, 1.74 million yuan, and 1.71 million yuan respectively [2]

Core Viewpoint - Jilin Aodong Pharmaceutical Group Co., Ltd. is leveraging its unique resources from the Changbai Mountain region to enhance its competitiveness in the traditional Chinese medicine industry, with a projected net profit growth of 130% to 140% year-on-year for the first half of the year [1] Group 1: Resource Utilization and Quality Control - The company has established the largest GAP-certified deer farm in Asia and a medicinal herb base in Changbai Mountain, ensuring the quality and stable supply of medicinal materials [2] - Jilin Aodong has built a standardized and large-scale medicinal herb planting base and employs a gene identification system for medicinal herbs, enhancing product innovation and quality control [2][3] - The company has developed a comprehensive database for northern medicinal herbs, addressing key challenges in seed breeding and standardized planting [3] Group 2: Innovation in Production and Technology - Jilin Aodong is focusing on modernizing traditional Chinese medicine through the development of granule formulations, which are seen as a key competitive advantage [4] - The company has invested 1 billion yuan in a granule formulation project, which will have an extraction capacity of 5,000 tons annually and is set to begin operations by the end of 2024 [4] - The extraction process has been fully automated, ensuring precise control over various parameters and enhancing product traceability and optimization [5] Group 3: Research and Development - The company has conducted over 5,000 studies on the processes and testing of granule formulations, successfully applying dynamic extraction and low-temperature concentration techniques [6] - Jilin Aodong has developed 525 varieties of granule formulations, including over 20 types of local medicinal materials from Jilin Province [6] Group 4: Talent Development and Financial Strategy - The company is building a diverse team of innovative talents and has established various national and local standards for the industry [7] - Jilin Aodong is enhancing its development model through a multi-wheel drive strategy that integrates medicine, finance, and health, with financial capital playing a crucial role [7] - The company aims to redefine the modernization path of the traditional Chinese medicine industry by integrating financial resources and digital technology to drive growth [7]

Group 1: Ginseng Industry - Jilin Province is a significant ginseng production area, accounting for 60% of China's output and 40% of the global market, with 80% of the national trading volume [3][5] - Jilin Boda Agricultural and Forestry Biotechnology Co., Ltd. has developed a production base of nearly 100 hectares, producing around 1,000 tons of fresh ginseng annually and offering nearly 350 ginseng products [3][5] - The "High-Quality Development Plan for the Ginseng Industry in Jilin Province (2025-2030)" aims for the industry chain's output value to reach 150 billion yuan by 2027 and exceed 200 billion yuan by 2030 [5] Group 2: Traditional Chinese Medicine and Modern Technology - Jilin Aodong Pharmaceutical Group has transformed from a state-owned enterprise into a modern company with a 122-hectare industrial park, focusing on the integration of traditional Chinese medicine and modern technology [6][8] - The company has implemented a fully automated production line for traditional Chinese medicine granules, ensuring stable and controllable effective components [7][8] Group 3: Sock Industry - The sock industry in Liaoyuan, Jilin Province, produces over 1 billion pairs of socks annually, generating an output value exceeding 12 billion yuan [9][11] - Liaoyuan North Sock Group has developed a complete industrial chain from weaving to sales, with 1,200 enterprises in the park and 41,000 sock machines, producing up to 3.5 billion pairs of socks [11][12] - The company is focusing on innovation, developing high-tech products such as heated ski socks and conductive silver fiber socks, holding 725 patents [12][13] Group 4: Economic Impact and Future Outlook - The emerging industries in Jilin Province are becoming engines for local income generation, providing jobs for around 45,000 people, with skilled workers earning over 5,000 yuan monthly [12][13] - The province aims to enhance its industrial capabilities by attracting upstream enterprises in raw material research and advanced manufacturing to strengthen the entire industrial chain [13][16]

Core Viewpoint - The traditional Chinese medicine (TCM) sector is experiencing significant opportunities due to favorable policies and market developments, with a notable surge in stock performance among TCM companies [6][9]. Market Performance - On August 1, the A-share market saw a slight decline, with the Shanghai Composite Index down 0.37%, Shenzhen Component Index down 0.17%, and ChiNext Index down 0.24%. However, over 3,300 stocks rose in the market [1][2]. - The TCM sector led the market with a substantial increase, as evidenced by the 1.78% rise in the Shenwan TCM Index, with several companies, including Weikang Pharmaceutical and Tianmu Pharmaceutical, hitting the daily limit [5][6]. Policy and Industry Developments - The establishment of the Yangtze River Delta TCM Concept Verification and Achievement Transformation Center in Shanghai aims to enhance the commercialization of TCM research and development [6]. - The State Council's 2025 directive emphasizes the protection and utilization of TCM resources, indicating a supportive regulatory environment for the industry [6]. Company Performance - Notable TCM companies reported significant profit growth in the first half of 2025. For instance, Darentang's net profit is expected to reach between 18.4 billion to 20 billion yuan, marking a year-on-year increase of 180% to 204% [9][11]. - Jilin Aodong anticipates a net profit of approximately 12.36 billion to 12.9 billion yuan, reflecting a year-on-year growth of 130% to 140% [9][11]. - Tianmu Pharmaceutical successfully turned a profit during the reporting period, driven by enhanced sales in pharmaceuticals and medical devices [10]. Investment Insights - Analysts suggest that the TCM sector is poised for growth, driven by innovative products and strong brand recognition, particularly in high-value markets [7][8]. - The focus on stable cash flow to support R&D expenditures is expected to be a key strategy for TCM companies moving forward [7].