近期事件2026年2月24日披露的数据显示，截至2月10日华仁药业股东户数为3.93万户，较1月30日增加 400户，增幅1.03%，户均持股数量略有下降。同日，公司融资融券余额较前一日上涨1.21%，活跃度提 升。 以上内容基于公开资料整理，不构成投资建议。 股票近期走势根据证券之星报道，2026年2月24日华仁药业股价报收3.29元，单日上涨2.81%，成交额 9176.03万元；主力资金净流出651.70万元，但融资买入额达1325.29万元，融资净买入356.62万元，融资 余额为2.99亿元，近20个交易日中有11日出现净买入，显示市场参与度较高。截至2026年2月25日最新 行情，股价进一步上涨至3.32元，单日涨幅0.91%，成交额5281万元，换手率1.34%。 经济观察网 华仁药业股价近期上涨，融资交易活跃。 ...

Core Viewpoint - The company, Huaren Pharmaceutical, is expected to report a significant loss in 2025 due to substantial goodwill impairment related to two subsidiaries, while also expanding its renal business capacity and experiencing executive changes [1][2]. Financial Performance - The company forecasts a net profit attributable to shareholders of between -480 million yuan and -360 million yuan for 2025, primarily due to goodwill impairment of 440 million to 540 million yuan related to subsidiaries Anhui Hengxing Pharmaceutical and Guangxi Yuyuan Pharmaceutical [2] - Excluding the impairment impact, the core business net profit is projected to be between 60 million and 80 million yuan, indicating stabilization in core operations [2]. Company Status - The goodwill impairment stems from unmet performance commitments following the acquisition of Anhui Hengxing Pharmaceutical in 2021, with ongoing litigation regarding a 256 million yuan payment to the original equity transferor, creating uncertainty [3]. - The company plans to enhance capacity, expand channels, and optimize product structure for the involved subsidiaries to gradually improve profitability [3]. Capacity Expansion - In November 2025, the company launched the first production line for peritoneal dialysis solution at its Rizhao factory, increasing annual capacity to 51 million bags, with a second line under testing that will raise total capacity to 62 million bags, reinforcing market supply capabilities [4]. - The renal business remains a strategic focus, with sales and revenue from peritoneal dialysis solutions continuing to grow in 2025 [4]. Executive Changes - In December 2025, a major shareholder, Huaren Century Group, reduced its stake from 7.06% to 6.83%, which the company stated did not affect control or operations [5]. - The company experienced an unexpected change in leadership when Chairman Zhang Li resigned for personal reasons on August 26, with Director Hou Ruipeng assuming responsibilities, described as a personal matter by the company [5]. Strategic Advancement - The company is advancing its "raw materials + formulations + packaging" integrated strategy, enhancing production efficiency through digital upgrades and expanding into high-value product matrices in respiratory and narcotic fields to address pricing pressures from centralized procurement policies [6]. - In 2025, the company obtained multiple product approvals and patents to strengthen its long-term competitiveness [6].

Group 1 - The company, Huaren Pharmaceutical (300110.SZ), currently has no related testing products available [1]

Financial Performance Expectations - The company expects a net profit of -48,000 to -36,000 thousand yuan for the fiscal year 2025, representing a year-on-year improvement of 64.92% to 73.69% from the previous year's loss of 136,847.90 thousand yuan[3] - The net profit after deducting non-recurring gains and losses is projected to be -49,000 to -37,000 thousand yuan, with a year-on-year increase of 64.45% to 73.15% compared to last year's loss of 137,819.20 thousand yuan[3] - The company expects to achieve a net profit of 6,000 to 8,000 thousand yuan for 2025, excluding the impact of goodwill impairment[6] Factors Affecting Profitability - The decrease in net profit is primarily due to the absence of significant credit impairment losses from receivables in the current period, which affected the previous year's loss base[5] - The sales prices of some products have decreased due to drug pricing policies, impacting gross margins, but the company's operational fundamentals remain stable[6] - The company anticipates goodwill impairment of 440,000 to 540,000 thousand yuan due to underperformance of subsidiaries, which will be finalized after assessment and audit[5] Strategic Plans - The company plans to enhance production capacity, expand sales channels, and develop new products to improve profitability and sustainable development[6] Legal and Financial Uncertainties - There is significant uncertainty regarding ongoing litigation related to equity transfer disputes involving a subsidiary, which may affect future financial data[7] - The earnings forecast is based on preliminary calculations by the company's finance department and has not been audited[7]

Group 1 - The core viewpoint of the article is that Huaren Pharmaceutical acknowledges that stock price fluctuations in the secondary market are influenced by multiple factors [1] - The company's management emphasizes a commitment to long-term development and shareholder interests [1] - Huaren Pharmaceutical plans to continue efforts to improve operational quality and accelerate measures to enhance profitability [1] Group 2 - The company aims to increase the investment value of the listed company and enhance the level of returns for investors [1]

Core Viewpoint - The company is actively expanding its product lines in the health sector, including beverages, cosmetics, and health drinks, with a focus on brand and channel development for future growth [1] Group 1: Beverage Business - The beverage segment includes products such as electrolyte supplements, purified water, large bottled water, glucose rehydration solutions, and solid beverages [1] Group 2: Cosmetics Business - The cosmetics division features products developed through a collaboration between the subsidiary Hubei Huaren Tongji and Tongji Hospital, focusing on medical science skincare [1] - Key products include collagen sleep masks, small molecule collagen water, vitamin E moisturizing cream, aurora night essence, vitamin E lotion, and sunscreen [1] Group 3: Health Drinks - The health drink line includes the "Huaren Tongji Bird's Nest Collagen Tripeptide Drink," which has been launched and is supported by the "Huaren Tongji Joint Laboratory" [1] - Currently, the sales revenue from this product line is relatively small, but the company plans to enhance brand and channel development for both online and offline sales [1]

Group 1 - The company emphasizes that its stock price is influenced by multiple factors and it takes stock performance seriously [1] - The company is driving rapid and stable development of its main business through internal growth and external mergers and acquisitions [1] - The company's operating conditions for 2025 will be disclosed in the annual report for that year [1]

Group 1 - The company, Huaren Pharmaceutical, stated that it will disclose shareholder information in its annual report for the year ending December 31, 2025 [1] - Investors are advised to pay attention to announcements on official platforms such as the Giant Tide Information Network [1]

Group 1 - The core viewpoint of the article is that Huaren Pharmaceutical (300110) is committed to actively following up on debt resolution progress to maximize the recovery of losses and protect the legal rights of the company and all shareholders [1] Group 2 - The company is responding to investor inquiries on its interactive platform, indicating transparency and engagement with stakeholders [1] - The focus on maximizing loss recovery suggests a proactive approach to financial management and risk mitigation [1] - The commitment to maintaining shareholder rights highlights the company's dedication to its investors and overall corporate governance [1]

证券代码：300110 证券简称：华仁药业 公告编号：2026-001 重要内容提示： 1、案件所处诉讼阶段：一审裁定； 2、公司及子公司所处的当事人地位：公司及全资子公司西安曲江华仁药业有 限公司为被告，公司全资子公司安徽恒星制药有限公司为第三人； 3、涉案金额：人民币 284,288,000 元； 4、对上市公司损益产生的影响：本公告所述的诉讼案件民事裁定结果可以在 规定期限内提起上诉，案件最终结果尚存在不确定性，目前暂无法判断对公司本期 或期后利润的影响。 华仁药业股份有限公司（以下简称"华仁药业"或"公司"）及全资子公司西安曲 江华仁药业有限公司（以下简称"曲江华仁"）、全资子公司安徽恒星制药有限公司 （以下简称"安徽恒星"）于近日收到西安市中级人民法院作出的《民事裁定书》（案 号：（2024）陕 01 民初 302 号之二），现将涉及的诉讼进展情况公告如下： 一、本次诉讼的基本情况 华仁药业股份有限公司 关于重大诉讼的进展公告 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。 三、其他尚未披露的诉讼仲裁事项 因股权转让纠纷，宜春聚特星商贸中心（有限合伙 ...