证券代码：002365 证券简称：永安药业 公告编号：2025-34 潜江永安药业股份有限公司 股票交易异常波动公告 本公司及董事会全体成员保证信息披露内容的真实、准确和完整，没有虚假 记载、误导性陈述或重大遗漏。 一、股票交易异常波动的情况介绍 潜江永安药业股份有限公司（以下简称"公司"，证券简称：永安药业，证 券代码：002365）股票交易价格于 2025 年 5 月 14 日、2025 年 5 月 15 日连续两 个交易日内日收盘价格涨幅偏离值累计超出 20%，根据深圳证券交易所的有关规 定，属于股票交易异常波动的情况。 （五）经核查，公司未发现其他应披露而未披露事项。 三、是否存在应披露而未披露信息的说明 公司董事会确认，公司目前没有任何根据《深圳证券交易所股票上市规则》 等有关规定应予以披露而未披露的事项或与该事项有关的筹划、商谈、意向、协 议等；董事会也未获悉本公司有根据《深圳证券交易所股票上市规则》等有关规 定应予以披露而未披露的、对本公司股票及其衍生品种交易价格产生较大影响的 信息；公司前期披露的信息不存在需要更正、补充之处。 四、风险提示 二、公司关注、核实情况说明 针对公司股票交易异常波动 ...

Group 1 - The vitamin concept sector rose by 1.55%, ranking 6th among concept sectors, with 48 stocks increasing in value, including Meino Biological reaching a 20% limit up [1][2] - Notable gainers in the vitamin sector included Xiwang Food, Yong'an Pharmaceutical, and Jindawei, which all hit the limit up, while Xianle Health, Oukang Pharmaceutical, and Fujilai also saw significant increases of 13.41%, 8.31%, and 6.54% respectively [1][2] - The sector experienced a net inflow of 548 million yuan from main funds, with 41 stocks receiving net inflows, and 8 stocks exceeding 30 million yuan in net inflow, led by Jindawei with 155 million yuan [2][3] Group 2 - The top stocks by net inflow ratio included Jindawei, Xiwang Food, and Andisu, with net inflow ratios of 29.36%, 27.57%, and 20.19% respectively [3][4] - The trading volume and turnover rates for leading stocks in the vitamin sector were significant, with Jindawei showing a turnover rate of 4.82% and a price increase of 9.99% [3][4] - Other notable stocks included Yong'an Pharmaceutical with a 9.99% increase and a turnover rate of 31.54%, and Zhejiang Pharmaceutical with a modest increase of 0.29% [3][4]

Core Viewpoint - The actual controller and chairman of Yong'an Pharmaceutical, Chen Yong, is under investigation, leading to significant stock price fluctuations and concerns about the company's operational stability [2][5]. Company Overview - Yong'an Pharmaceutical, founded in 2001, specializes in the research, production, and sales of taurine products, health foods, and special dietary foods [8]. - The company is the largest taurine production base globally, with an annual production capacity of 58,000 tons, holding approximately 50% of the market share [8]. - Despite being a major supplier for global brands like Red Bull, Nestlé, and Coca-Cola, the company's revenue has been declining, with reported revenues of 1.462 billion yuan in 2022, 973 million yuan in 2023, and 839 million yuan in 2024 [8]. Recent Developments - Following rumors of a significant price increase in taurine, Yong'an's stock experienced a surge, achieving five consecutive trading limits and a peak increase of nearly 60% within a week [2][6]. - However, the stock has since faced two consecutive trading halts, closing at 10.61 yuan per share on May 9, after the announcement of Chen Yong's investigation [2][6]. Financial Performance - The company's net profit has been under pressure, with a loss of 4.367 million yuan reported in Q1 2025, compared to a profit of 28.68 million yuan in the same period the previous year [8]. - Revenue from taurine accounted for 75.67% of the total revenue, indicating the product's critical role in the company's financial health [8]. Regulatory Environment - The investigation into Chen Yong is part of a broader trend, with multiple company executives facing scrutiny, reflecting tightening regulatory oversight in the capital market [5][6].

具体来看，今日上榜的营业部中，共有3家机构专用席位现身，即买一、买二、卖一、卖二、卖四，合 计买入金额2389.26万元，卖出金额4462.06万元，合计净卖出2072.80万元。 近半年该股累计上榜龙虎榜10次，上榜次日股价平均涨2.03%，上榜后5日平均跌6.59%。 永安药业5月9日交易公开信息 永安药业今日跌停，全天换手率25.76%，成交额7.06亿元，振幅14.23%。龙虎榜数据显示，机构净卖出 2072.80万元，营业部席位合计净卖出640.54万元。 深交所公开信息显示，当日该股因日跌幅偏离值达-9.12%上榜，机构专用席位净卖出2072.80万元。 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1.16亿元，其中，买入成交额为4438.84 万元，卖出成交额为7152.18万元，合计净卖出2713.34万元。 资金流向方面，今日该股主力资金净流出5487.77万元，其中，特大单净流出2106.73万元，大单资金净 流出3381.04万元。近5日主力资金净流出2.31亿元。（数据宝） | 买/ 卖 | 会员营业部名称 | 买入金额（万元） | 卖出金额（万元） | | --- | - ...

Core Viewpoint - The sudden investigation and detention of Yong'an Pharmaceutical's actual controller and chairman, Chen Yong, has created significant uncertainty for the company's future, coinciding with a decline in performance over three consecutive years [1][2][3] Company Overview - Yong'an Pharmaceutical's revenue has decreased from 1.462 billion yuan in 2022 to 839 million yuan in 2024, reflecting declines of 6.58%, 33.48%, and 13.78% respectively [3] - The new chairman, Chen Zidi, faces challenges in stabilizing governance amid the investigation and adapting to changes in the taurine industry [1][2] Financial Performance - In Q1 2025, Yong'an Pharmaceutical's revenue fell by 12.96% year-on-year to 171 million yuan, despite reductions in management and financial expenses [4] - The taurine business, which is the main revenue source, generated 635 million yuan in 2024, down 4.14% from 2023, with a gross margin of 24.02% [4] Market Dynamics - The global taurine market is projected to reach $81.14 billion by 2030, driven by demand in energy drinks and potential medical applications [5] - However, increased production capacity and competition have led to a supply surplus, impacting pricing and profitability [6][7] Strategic Challenges - Yong'an Pharmaceutical's taurine production capacity is 58,000 tons per year, with ongoing expansion projects [7][10] - The company is also diversifying into creatine and health products, but these segments have seen significant revenue declines, with health food revenue down 33.81% in 2024 [11] Innovation and Legal Issues - The company has received a patent for a method of producing taurine, which may strengthen its market position [12] - Ongoing legal disputes in the U.S. have created additional challenges, consuming time and resources [12] Future Outlook - Yong'an Pharmaceutical aims to enhance its core taurine business while developing surrounding product lines and exploring downstream opportunities [12][13]

Core Viewpoint - Yong'an Pharmaceutical's stock price has experienced significant volatility, including a rapid rise followed by a sharp decline, influenced by market rumors and internal management changes [1][4]. Company Overview - Yong'an Pharmaceutical (002356.SZ) has a total market capitalization of 3.551 billion yuan as of May 7, with a recent stock price increase of 3.7% [2]. - The company primarily engages in the research, production, and sales of three categories of products: taurine, health foods, and special dietary foods (creatine) [6]. Recent Developments - The stock price surged due to rumors of a fivefold increase in taurine prices, which were later confirmed to be false by the company [4]. - On May 5, the company's chairman, Chen Yong, was placed under investigation, leading to a temporary leadership change with his son, Chen Zidi, stepping in as acting chairman [6][7]. Financial Performance - For the year 2024, Yong'an Pharmaceutical reported revenues of 839 million yuan, a year-on-year decrease of 13.78%, with taurine sales contributing 635 million yuan, accounting for 75.67% of total revenue [7]. - The net profit attributable to shareholders for 2024 was 61.766 million yuan, marking a significant increase of 601.65% compared to the previous year, indicating a turnaround from losses [7]. - In the first quarter of 2025, the company reported revenues of 171 million yuan, a decline of 12.96%, and a net loss of 4.3672 million yuan, a decrease of 115.23% year-on-year [7].

永安药业今日上涨3.70%，全天换手率35.25%，成交额10.15亿元，振幅15.09%。龙虎榜数据显示，机构 净卖出20.25万元，营业部席位合计净买入288.69万元。 近半年该股累计上榜龙虎榜9次，上榜次日股价平均涨2.55%，上榜后5日平均跌1.47%。 资金流向方面，今日该股主力资金净流入5442.80万元，其中，特大单净流入3869.52万元，大单资金净 流入1573.28万元。近5日主力资金净流入3911.06万元。（数据宝） 永安药业5月7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） | | --- | --- | --- | --- | | 买一 | 广发证券股份有限公司郑州农业路证券营业部 | 1814.51 | 6.18 | | 买二 | 机构专用 | 1543.23 | 689.34 | | 买三 | 中国银河证券股份有限公司大连人民路证券营业部 | 1317.51 | 60.21 | | 买四 | 中国国际金融股份有限公司上海分公司 | 1198.02 | 323.18 | | 买五 | 中信建投证券股份有限公司上海营口路证券营业部 ...

Core Viewpoint - The investigation of the actual controller of Yong'an Pharmaceutical, Chen Yong, comes amid unusual stock price fluctuations, raising concerns about the company's governance and financial health [2][3]. Company Investigation - Yong'an Pharmaceutical announced that its actual controller and chairman, Chen Yong, is under investigation by the Hubei Province Hefeng County Supervisory Committee and has been detained [2][3]. - Chen Yong holds 21.54% of Yong'an Pharmaceutical's shares as of the end of March this year [2][3]. - The company did not disclose the specific reasons for Chen's investigation, stating that other board members are performing their duties normally and that the company's control and operations remain unaffected [3][4]. Stock Price Fluctuations - The stock price of Yong'an Pharmaceutical experienced significant volatility, with a surge of nearly 60% over seven trading days, attributed to rumors of soaring taurine prices [2][6]. - The stock reached a peak of 14.34 CNY per share before declining to 11.62 CNY per share following the company's clarification that the rumors were untrue [6][7]. Financial Performance - Yong'an Pharmaceutical's revenue has been declining for three consecutive years, with a net loss of 4.367 million CNY reported in the first quarter of this year [2][8]. - The company's revenues for 2022, 2023, and 2024 were 1.462 billion CNY, 973 million CNY, and 839 million CNY, respectively, with net profits of 140 million CNY, -12 million CNY, and 6.2 million CNY [8]. Legal Challenges - The company is also facing long-term challenges from a cross-border lawsuit regarding patent infringement related to its taurine products [9]. - A court ruling in February 2024 found that Yong'an Pharmaceutical did not infringe on the patents claimed by VITAWORKS IP, LLC, but the case is still ongoing due to an appeal [9].

近半年该股累计上榜龙虎榜8次，上榜次日股价平均涨2.39%，上榜后5日平均跌4.10%。 资金流向方面，今日该股主力资金净流出3207.58万元，其中，特大单净流出2917.08万元，大单资金净 流出290.50万元。近5日主力资金净流出1.52亿元。（数据宝） 永安药业5月6日交易公开信息 | 买/ | 会员营业部名称 | 买入金额（万 | 卖出金额（万 | | --- | --- | --- | --- | | 卖 | | 元） | 元） | | 买一 | 海通证券股份有限公司保定东风东路证券营业部 | 127.01 | 0.00 | | 买二 | 中泰证券股份有限公司潍坊东风西街证券营业部 | 116.20 | 0.00 | | 买三 | 国投证券股份有限公司揭阳分公司 | 100.40 | 0.00 | | 买四 | 东方财富证券股份有限公司拉萨团结路第一证券营业部 | 78.67 | 0.00 | | 买五 | 东方财富证券股份有限公司上海徐汇区云锦路证券营业 部 | 69.26 | 0.00 | | 卖一 | 东莞证券股份有限公司厦门分公司 | 0.12 | 929.60 | | 卖二 | 华泰证 ...

Group 1 - The core issue is that Chen Yong, the actual controller and chairman of Yong'an Pharmaceutical, has been placed under investigation and detention by the Hekou County Supervisory Committee, which may impact the company's operations and investor confidence [1][4]. - Yong'an Pharmaceutical is the 11th listed company in the A-share market to disclose that a senior executive has been detained this year, indicating a trend of increased regulatory scrutiny in the capital market [2][9]. - The company has experienced significant fluctuations in its financial performance, with a reported revenue of 973 million yuan in 2023, a year-on-year decrease of 33.48%, and a net profit loss of 75.99 million yuan, marking a 162.11% decline [6][8]. Group 2 - Yong'an Pharmaceutical primarily engages in the research, production, and sales of three types of products: taurine, health foods, and special dietary foods, with taurine being its largest segment, holding approximately 50% of the global market share [6][8]. - The company's stock price fell to the limit down on May 6, following the announcement of Chen Yong's investigation, reflecting a loss of investor confidence [5]. - The recent trend of high-level executives being detained may be attributed to increased regulatory enforcement and the growing operational pressures faced by listed companies, which could lead to governance issues [10].