证券代码：002365 证券简称：永安药业 公告编号：2025-45 潜江永安药业股份有限公司 本公司及董事会全体成员保证公告内容与信息披露义务人提供的信息一致。 特别提示： 潜江永安药业股份有限公司（以下简称"公司"、"本公司"）控股股东、 实际控制人之一致行动人黄冈永安药业有限公司（以下简称"黄冈永安"）持有 公司股份 10,529,232 股（占剔除公司回购专用账户股份后的总股本比例 3.64%） 计划自本公告披露之日起十五个交易日后的三个月内以集中竞价交易或大宗交 易方式减持公司股份不超过 2,632,300 股（占剔除公司回购专用账户股份后的总 股本比例 0.91%），本次减持不会导致公司控制权发生变更。 公司于近日收到公司控股股东、实际控制人之一致行动人黄冈永安出具的 《股东股份减持计划告知函》，现将具体情况公告如下： 一、减持主体的基本情况 关于公司控股股东、实际控制人之一致行动人 拟减持公司股份的预披露公告 股东黄冈永安药业有限公司保证向本公司提供的信息内容真实、准确、完整， 没有虚假记载、误导性陈述或重大遗漏。 （一）减持主体名称：黄冈永安药业有限公司。 （二）减持主体持股情况：截止本公告披 ...

Core Viewpoint - Yong'an Pharmaceutical (002365.SZ) announced that its controlling shareholder, Huanggang Yong'an Pharmaceutical Co., Ltd., plans to reduce its shareholding by up to 2.6323 million shares, accounting for 0.91% of the total share capital after excluding shares in the repurchase account, within three months from the fifteenth trading day after the announcement [1] Summary by Relevant Sections - **Share Reduction Plan** - The reduction will be executed through centralized bidding or block trading methods [1] - The reason for the reduction is operational needs, with shares sourced from those held prior to the initial public offering and from capital reserve conversion [1] - **Impact on Control** - This share reduction will not result in a change of control for the company [1]

永安药业（002365）公告，持有1052.92万股(占剔除公司回购专用账户股份后的总股本比例3.64%)的股 东黄冈永安药业有限公司计划自本公告披露之日起15个交易日后的3个月内，通过集中竞价交易或大宗 交易方式减持公司股份不超过263.23万股(占剔除公司回购专用账户股份后的总股本比例0.91%)。 ...

Group 1: Institutional Trading Highlights - A total of 39 stocks were listed on the institutional trading leaderboard, with 20 stocks seeing net purchases and 19 stocks experiencing net sales [1] - The top three stocks with the highest net purchases by institutions were: Yipin Hong (79.39 million), Kanghong Pharmaceutical (77.90 million), and Yong'an Pharmaceutical (69.46 million) [1][2] - Yipin Hong's subsidiary, Paracetamol Sodium, has passed CDE technical review, which is a selective COX-2 inhibitor developed by the US company Pharmacia, providing anti-inflammatory and analgesic effects [2] Group 2: Major Projects and Economic Impact - The opening ceremony for the Yarlung Zangbo River downstream hydropower project was held, with significant implications for the economy, potentially showing a U-shaped impact on economic growth [3][4] - The project is expected to enhance hydropower generation, boost local economies, and promote the development of the clean energy industry, involving multiple sectors such as civil explosives, infrastructure, cement, and energy conversion [4] Group 3: Robotics Industry Developments - Changsheng Bearing is advancing its cooperation with Yuzhu Technology, having signed a cooperation agreement and secured orders [5] - Yuzhu Technology has initiated its IPO guidance with CITIC Securities and has received a significant order worth 90.51 million from Miyi (Shanghai) Automotive Technology [5] - According to IDC, Yuzhu Technology is projected to capture a 32.4% share of the global robotics market in 2024, with expected sales of 23,700 robotic dogs, accounting for approximately 69.75% of the global market [6]

永安药业今日下跌5.96%，全天换手率25.87%，成交额14.30亿元，振幅10.50%。龙虎榜数据显示，机构 净买入6674.39万元，营业部席位合计净卖出3.59亿元。 深交所公开信息显示，当日该股因日跌幅偏离值达-7.01%上榜，机构专用席位净买入6674.39万元。 证券时报·数据宝统计显示，上榜的前五大买卖营业部合计成交5.72亿元，其中，买入成交额为1.40亿 元，卖出成交额为4.32亿元，合计净卖出2.92亿元。 具体来看，今日上榜的营业部中，共有4家机构专用席位现身，即买一、买二、买三、买五、卖四，合 计买入金额1.22亿元，卖出金额5551.67万元，合计净买入6674.39万元。 （文章来源：证券时报网） 近半年该股累计上榜龙虎榜30次，上榜次日股价平均涨2.47%，上榜后5日平均涨4.54%。 资金流向方面，今日该股主力资金净流出3.77亿元，其中，特大单净流出2.86亿元，大单资金净流出 9102.98万元。近5日主力资金净流出5.61亿元。（数据宝） 永安药业7月21日交易公开信息 | 买/卖 | 会员营业部名称 | 买入金额（万元） | 卖出金额（万元） | | --- | -- ...

Core Viewpoint - The article discusses the significant decline in Yong'an Pharmaceutical's stock price despite its impressive year-to-date performance, highlighting a disconnect between the company's financial results and market perception [2][7][23]. Financial Performance - Yong'an Pharmaceutical's stock price dropped by 28.04% over the past seven trading days, closing at 23.05 CNY on July 15, 2025, with a market capitalization of 6.8 billion CNY [2][3]. - The company expects a non-net profit of 1.89 to 2.81 million CNY for the first half of 2025, representing a year-on-year decline of 92.19% to 94.75% compared to the first half of 2024 [4]. - In Q2 2025, the expected non-net profit is approximately 0.86 to 0.95 million CNY, down 40.75% to 46.50% from 1.6 million CNY in Q2 2024 [5]. Market Position and Stock Performance - Despite poor financial results, Yong'an Pharmaceutical has seen a stock price increase of 189.49% year-to-date, ranking among the top 10 performers in the CSI 2000 index [7]. - The company has a relatively low market capitalization of 6.8 billion CNY compared to major competitors in the functional beverage market, such as Monster Beverage and Dongpeng Beverage [11]. Investor Sentiment and Institutional Interest - There is a notable lack of interest from institutional investors, with public funds holding only 195,610 shares as of the end of 2024, indicating a missed opportunity in the stock's significant rise [13][15]. - The number of shareholders increased from 23,370 at the end of 2024 to 65,327, suggesting a growing interest among retail investors despite the lack of institutional coverage [13][18]. Product Development and Market Potential - Yong'an Pharmaceutical launched a consumer brand "Yijianeng," focusing on taurine-based products aimed at fatigue relief, transitioning from a B2B to a B2C model [24]. - The global taurine market is projected to have a demand of approximately 120,000 tons, while Yong'an Pharmaceutical currently holds a production capacity of 58,000 tons per year, accounting for about 50% of the global market [25]. Supply and Demand Dynamics - The company is facing potential oversupply issues as new production capacities are being developed by competitors, which could impact future profitability [26].

[Core Performance Forecast Data](index=1&type=section&id=I.%20Estimated%20Current%20Period%20Performance) The company anticipates a significant year-over-year decline in its 2025 first-half performance, with net profit attributable to shareholders projected to decrease by 71.39% to 80.91% Performance Forecast Summary | Item | Current Reporting Period (Jan 1 - Jun 30, 2025) | Prior Period | | :--- | :--- | :--- | | **Net Profit Attributable to Shareholders of Listed Company** | Profit: 10.0177 million yuan - 15.0177 million yuan | Profit: 52.4852 million yuan | | Year-over-Year Change | Decrease 80.91% to 71.39% | - | | **Net Profit After Deducting Non-Recurring Gains and Losses** | Profit: 1.8883 million yuan - 2.8083 million yuan | Profit: 35.9768 million yuan | | Year-over-Year Change | Decrease 94.75% to 92.19% | - | | **Basic Earnings Per Share** | Profit: 0.0346 yuan/share – 0.0519 yuan/share | Profit: 0.1781 yuan/share | [Explanation of Performance Changes](index=1&type=section&id=III.%20Explanation%20of%20Performance%20Changes) The company attributes the significant decline in first-half performance to a sluggish market, resulting in year-over-year decreases in taurine's production, sales volume, and selling price - The primary reason for the performance decline is the sluggish market, which led to year-over-year decreases in both production and sales volume, as well as the selling price, of the company's main product, **taurine**[5](index=5&type=chunk) [Communication with Accounting Firm](index=1&type=section&id=II.%20Communication%20with%20Accounting%20Firm) This performance forecast is unaudited, but preliminary discussions have been held with the annual report auditing accounting firm regarding the forecast - This performance forecast is **unaudited**, but preliminary discussions have been held with the annual report auditing accounting firm[4](index=4&type=chunk) [Risk Warning](index=1&type=section&id=IV.%20Risk%20Warning) The company states this performance forecast is a preliminary estimate, with final accurate financial data to be based on the officially disclosed 2025 semi-annual report, advising investors to be aware of related investment risks - This performance forecast is a **preliminary estimate**, and specific financial data will be based on the company's disclosed 2025 semi-annual report[6](index=6&type=chunk) - The company advises investors to be aware of **investment risks**[7](index=7&type=chunk)

Market Review - The CITIC Pharmaceutical Index increased by 1.80%, outperforming the CSI 300 Index by 0.98 percentage points, ranking 16th among 30 CITIC first-level industry indices [5] - The top ten stocks by increase this week include Frontier Biologics-U, Medici, Lianhuan Pharmaceutical, Kangchen Pharmaceutical, and others, with Frontier Biologics-U leading at 41.43% [4][5] - The bottom ten stocks by decrease include ST Weiming, Shenzhou Cell, and Shuotai Shen, with ST Weiming dropping by 18.51% [4][5] Overall Viewpoint and Investment Themes - The current valuation of the pharmaceutical sector is at a low point, with public funds (excluding pharmaceutical funds) having low allocation to the sector. The company remains optimistic about the growth of the pharmaceutical industry by 2025, driven by macroeconomic factors and the demand from major categories [9] - In the innovative drug sector, there is a shift from quantity logic to quality logic, focusing on differentiated domestic and international pipelines. The company suggests paying more attention to products and companies that can ultimately realize profits [9] - In the medical device sector, there is a noticeable recovery in bidding volumes for imaging equipment, and the home medical device market is expected to benefit from subsidy policies. The company highlights the potential for import substitution and growth in the orthopedic sector post-collection [9] - The innovation chain (CXO + life sciences services) is expected to see a rebound in overseas investment and a bottoming out in domestic investment, with a potential return to high growth by 2025 [9] - The pharmaceutical industry is anticipated to enter a new growth cycle, with a focus on specialty raw materials and the expiration of patents leading to new growth opportunities [9] Industry and Company Events - The company highlights the innovative layout of traditional Chinese medicine enterprises, with several products in clinical II and III phases, including those targeting chronic insomnia and primary acute gouty arthritis [29][30] - Yunnan Baiyao has several drugs in various clinical stages, including those for prostate cancer and other conditions, indicating a robust pipeline [16][19] - The company emphasizes the importance of the blood products sector, which is expected to see significant growth due to relaxed approval processes and increased production capacity [14] - The innovative drug pipeline of Yiling Pharmaceutical focuses on cardiovascular, respiratory, and endocrine diseases, with multiple drugs in clinical trials [20][21]

Group 1 - Trump expresses dissatisfaction with Putin and threatens additional sanctions against Russia, while approving more defensive weapons for Ukraine [2] - French President Macron's state visit to the UK marks the first since 2008 and the first EU leader visit post-Brexit [3] - Japan reports a record high of 16,943 people hospitalized due to heatstroke in June, the highest since 2010 [4] Group 2 - The State Council of China issues guidelines to enhance the efficiency of administrative services and streamline processes [5] - The National Development and Reform Commission allocates an additional 10 billion yuan for employment initiatives, expected to benefit 310,000 people [6] - A joint notice from several Chinese departments emphasizes the development of zero-carbon parks and renewable energy utilization [7] Group 3 - The National Health Commission aims to increase the availability of childcare services, targeting 4.5 spots for every 1,000 people by 2025 [8] - The China Securities Association initiates a comprehensive survey of the securities industry to inform the upcoming development report [9][10] - The passenger car market in China sees retail sales of 2.084 million units in June, a year-on-year increase of 18.1% [11] Group 4 - The e-commerce logistics index in China reaches a new high in June, driven by consumer demand and promotional activities [12] - Beijing releases the first national model contract for live-streaming e-commerce, aiming to clarify responsibilities and promote industry standards [13] - Jiangsu province leads in leisure and entertainment consumption orders during the "Su Super" event, with a growth rate of around 40% [14] Group 5 - Hangzhou accelerates the development of brain-like intelligence projects, supporting enterprises in scaling up [15] - An investigation in Gansu reveals that abnormal lead levels in children were due to illegal food practices [16] - Trump threatens high tariffs on copper and pharmaceuticals, causing a surge in copper prices [18] Group 6 - The U.S. Supreme Court allows the government to proceed with significant federal agency layoffs [19] - Iran denies requesting talks with the U.S., countering Trump's claims of arranged discussions [20] - A forest fire in southern France has burned over 700 hectares, injuring at least nine firefighters [21] Group 7 - Trump announces a 36% tariff on imports from Thailand, prompting a strong response from Thai officials [22] - Zhuhai Wanda undergoes significant leadership changes, marking a departure from its previous management [23] - GAC Fiat Chrysler declares bankruptcy due to an inability to meet debt obligations [24] Group 8 - Institutional investors sold 21 stocks while buying 5.42 billion yuan worth of Dazhihui shares on July 8 [26] - The U.S. stock market shows mixed results, with Intel shares rising over 7% [29] - The competitive landscape between Meituan and Alibaba in the food delivery sector intensifies, impacting service providers [30]

Core Insights - On July 8, the Shanghai Composite Index rose by 0.70%, with institutional investors appearing on the trading lists of 23 stocks, net buying 7 and net selling 16 [1][3] - The total net selling by institutional special seats amounted to 80.10 million yuan [1][3] Institutional Trading Summary - The stock with the highest net buying by institutional seats was Zhongyou Capital, which closed at the daily limit with a trading volume of 4.63 billion yuan and a turnover rate of 4.39%. The net buying amounted to 93.46 million yuan, with a net inflow of 975 million yuan throughout the day [2][5] - Seili Medical saw a decline of 5.95% with a turnover rate of 48.82% and a trading volume of 2.09 billion yuan. The net buying by institutional seats was 83.14 million yuan, while the stock experienced a net outflow of 161 million yuan [2][5] - Meidixi closed at the daily limit with a rise of 20.00%, a turnover rate of 10.47%, and a trading volume of 602 million yuan. Institutional seats net bought 65.84 million yuan, with a net inflow of 63.96 million yuan [2][5] Performance Analysis - The average increase of stocks with net institutional buying was 5.89%, outperforming the Shanghai Composite Index. Stocks like Meidixi and Zhongyou Capital showed strong performance, closing at the daily limit [3] - Among the stocks with the highest net selling, Yong'an Pharmaceutical had the largest net selling amount of 105.42 million yuan, with a net outflow of 237 million yuan [3][6] - Liu Steel, with a daily fluctuation of 19.41% and a rise of 10.11%, had a net selling of 67.27 million yuan, while experiencing a net inflow of 71.18 million yuan [3][6] Stock Connect Activity - On July 8, 14 stocks on the trading list had either Shenzhen or Shanghai Stock Connect participation, with net buying in Zhongyou Capital, Guanghe Technology, and International Composite Materials totaling 215.28 million yuan, 51.30 million yuan, and 47.86 million yuan respectively [7][8] - The stocks with net selling included Xinyada, Longyang Electronics, and Zhongjing Electronics, with net selling amounts of 103.00 million yuan, 21.97 million yuan, and 20.15 million yuan respectively [7][9]