证券之星消息，福安药业(300194)09月11日在投资者关系平台上答复投资者关心的问题。 投资者提问：在医药反内卷的背景下，贵司作为医保目录的企业，有无具体反内卷的措施？谢谢 福安药业回复：国家层面已优化集采措施，坚持"稳临床、保质量、防围标、反内卷"的原则，研究优化 了具体的采购规则。推动了行业秩序逐步规范，降低了群众用药负担，促进群众用药质量和可及性的整 体提升。谢谢！ 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。 ...

9月9日，福安药业跌1.30%，成交额7188.80万元。两融数据显示，当日福安药业获融资买入额1232.04 万元，融资偿还1181.31万元，融资净买入50.73万元。截至9月9日，福安药业融资融券余额合计4.52亿 元。 融资方面，福安药业当日融资买入1232.04万元。当前融资余额4.52亿元，占流通市值的8.37%，融资余 额超过近一年90%分位水平，处于高位。 融券方面，福安药业9月9日融券偿还0.00股，融券卖出0.00股，按当日收盘价计算，卖出金额0.00元； 融券余量300.00股，融券余额1362.00元，超过近一年70%分位水平，处于较高位。 资料显示，福安药业(集团)股份有限公司位于重庆市渝北区黄杨路2号，成立日期2004年2月25日，上市 日期2011年3月22日，公司主营业务涉及主要从事抗生素原料药及制剂的研发、生产和销售。主营业务 收入构成为：制剂类56.60%，原料药及中间体39.44%，其他(补充)3.55%，药品经销及其他0.41%。 截至8月29日，福安药业股东户数4.09万，较上期增加1.67%；人均流通股23695股，较上期减少1.64%。 2025年1月-6月，福安 ...

Overview - The market for Doxofylline tablets in China is steadily growing, driven by a large population of asthma patients, with sales expected to reach 125 million yuan in 2024, representing a year-on-year growth of 4.17% [1][8] - Public medical institutions account for over 90% of the sales, and the aging population is expected to further increase demand for Doxofylline tablets [1][8] Industry Chain - The upstream of the Doxofylline tablet industry includes raw materials, excipients, packaging materials, and pharmaceutical equipment; the midstream consists of production enterprises; and the downstream includes public medical institutions, physical pharmacies, e-commerce channels, and end consumers [4][5] Market Demand - The demand for Doxofylline tablets is significantly influenced by the procurement needs of public medical institutions, which are the primary sales channel due to the prescription nature of the drug [6] - As of the end of 2024, the number of medical institutions in China is projected to reach 1.092 million, a year-on-year increase of 2.0%, which will further expand the demand for Doxofylline tablets [6] Patient Demographics - The number of asthma patients in China is expected to reach 72.4 million in 2024, with a year-on-year growth of 4.32%, contributing to the increasing clinical demand for Doxofylline tablets [8] Competitive Landscape - The Doxofylline tablet market in China features both international companies and domestic firms, with local companies dominating the market. The competitive landscape is expected to evolve due to regulatory policies and procurement reforms [9][10] - Key domestic players include Fuan Pharmaceutical and Zhejiang Anglikang Pharmaceutical, with Fuan Pharmaceutical reporting a total revenue of 2.391 billion yuan and a gross profit margin of 52.96% in 2024 [10][11] Future Trends - The demand for Doxofylline tablets is anticipated to grow significantly in grassroots medical institutions as healthcare policies advance, leading to a downward trend in treatment accessibility [11] - Continuous implementation of volume-based procurement policies will encourage companies to enhance production efficiency and cost control, potentially increasing market concentration and optimizing the competitive landscape [11]

Financial Performance - The company reported a significant decline in net profit, down 47.74% year-on-year, with a total revenue of 921 million yuan, a decrease of 35.76% compared to the previous year [1] - In Q2, the total revenue was 453 million yuan, reflecting a year-on-year decline of 27.39%, while the net profit for the same period was 44.07 million yuan, down 53.1% [1] - The gross margin decreased to 37.14%, a drop of 30.41% year-on-year, and the net margin fell to 12.25%, down 18.58% [1] Key Financial Metrics - The company’s operating expenses, including sales, management, and financial costs, totaled 205 million yuan, accounting for 22.31% of revenue, a decrease of 36.14% year-on-year [1] - Earnings per share (EPS) decreased to 0.1 yuan, down 44.44% year-on-year, while operating cash flow per share dropped significantly to 0.05 yuan, a decline of 75.28% [1] - The company’s return on invested capital (ROIC) was reported at 5.36%, indicating a generally weak capital return performance over recent years [3] Business Model and Market Position - The company’s business model is primarily driven by marketing, which requires careful analysis of the underlying factors influencing this drive [3] - Historical data indicates that the company has experienced weak investment returns, with a median ROIC of 4.52% over the past decade and two years of losses since its IPO [3]

2025年1至6月份，福安药业的营业收入构成为：医药行业占比100.0%。 每经头条（nbdtoutiao）——能给主人"打电话"的宠物智能手机也来了！宠物产业3000亿元市场大爆 发，行业上市公司"涨"声一片 每经AI快讯，福安药业（SZ 300194，收盘价：4.84元）8月27日发布公告称，公司第六届第三次董事会 会议于2025年8月26日在公司会议室召开。会议审议了《关于公司<2025年半年度报告>及其摘要的议 案》等文件。 （记者 胡玲） ...

证券代码：300194 证券简称：福安药业 公告编号：2025-026 福安药业（集团）股份有限公司 本公司及董事会全体成员保证信息披露的内容真实、准确和完整，不存在虚假记载、 误导性陈述或者重大遗漏。 根据中国证券监督管理委员会《上市公司监管指引第3 号——上市公司现金分红》 及《公司章程》等规定，为充分考虑对投资者的回报，福安药业（集团）股份有限公司（以 下简称："公司"）于2025年8月26日召开第六届董事会第三次会议，会议审议通过《关 于2025年中期现金分红预案的议案》，该事项尚需经公司股东大会审议通过后实施，现将 有关事项公告如下： 一、2025 年中期现金分红预案 （一）基本情况 （1）公司 2025 年 1-6 月实现归属于上市公司股东的净利润为 113,120,774.38 元。截 至 2025 年 6 月 30 日，公司合并报表累计未分配利润为 900,948,123.05 元，母公司累计未 分配利润为 248,357,121.87 元。 （2）公司拟订的 2025 年中期现金分红预案为： 以公司现有总股本 1,189,712,382 股为基数，向全体股东每 10 股派发现金股利 0.20 ...

Core Insights - The company reported a significant decline in revenue and net profit for the first half of 2025, indicating potential challenges in its operational performance [1] Financial Performance - The company's operating revenue for the first half of 2025 was 921 million yuan, representing a year-on-year decrease of 35.76% [1] - The net profit attributable to shareholders of the listed company was 113 million yuan, down 47.74% year-on-year [1] - The net profit attributable to shareholders after deducting non-recurring gains and losses was 104 million yuan, reflecting a year-on-year decrease of 48.84% [1] - The basic earnings per share were reported at 0.1 yuan [1]

Core Insights - The company reported a significant decline in revenue and net profit for the first half of 2025, indicating potential challenges in its operational performance [1] Financial Performance - The company's operating revenue for the first half of 2025 was 921 million yuan, representing a year-on-year decrease of 35.76% [1] - The net profit attributable to shareholders of the listed company was 113 million yuan, down 47.74% year-on-year [1] - The net profit attributable to shareholders after deducting non-recurring gains and losses was 104 million yuan, reflecting a year-on-year decrease of 48.84% [1] - The basic earnings per share were reported at 0.1 yuan [1]

福安药业（集团）股份有限公司 董事会薪酬与考核委员会工作细则 福安药业（集团）股份有限公司 董事会薪酬与考核委员会工作细则 第一章 总则 第一条 为进一步建立和完善福安药业（集团）股份有限公司（以下简称"公 司"）高级管理人员的业绩考核与评价体系，制订科学、有效的薪酬管理制度， 实施公司的人才开发与利用战略，公司董事会根据《中华人民共和国公司法》（以 下简称"《公司法》"）、《上市公司治理准则》《福安药业（集团）股份有限 公司章程》（以下简称"《公司章程》"）及其他有关规定，特决定设立福安药 业（集团）股份有限公司董事薪酬与考核委员会（以下简称"委员会"），并制 订本工作细则。 第二条 委员会所作决议，必须遵守《公司章程》、本工作细则及其他有关 法律、法规和规范性文件的规定。 第三条 委员会根据《公司章程》和本工作细则规定的职责范围履行职责， 独立工作，不受公司其他部门干涉。 第二章 人员构成 第四条 委员会成员应为单数，由不少于三名董事组成，其中1/2以上委员须 为公司独立董事。 第五条 委员会委员由董事长、1/2以上独立董事或者全体董事的1/3以上提 名，并由董事会选举产生。 第六条 委员会设主任一名，由 ...

福安药业（集团）股份有限公司 董事会秘书工作制度 福安药业（集团）股份有限公司 董事会秘书工作制度 第一条 为规范公司运作，根据《公司法》、《证券法》等法律、法规的规定， 结合公司章程及公司实际情况，制定本制度。 第二条 董事会设董事会秘书，由董事长提名，董事会聘任或解聘，对董事会 负责。 （三）被证券交易场所公开认定为不适合担任上市公司董事、高级管理人员 等，期限尚未届满； （四）最近三十六个月内受到中国证监会行政处罚； （五）最近三十六个月内受到证券交易所公开谴责或者三次以上通报批评； （六）深圳证券交易所认定不适合担任董事会秘书的其他情形。 第四条 董事会秘书的主要职责： （一）准备和递交国家有关部门要求的董事会和股东会出具的报告和文件； 第三条 董事会秘书应当由具备履行职责所必需的财务、管理、法律等专业知 识、具有良好的职业道德和个人品质、具备履行职责所必需的工作经验的公司董 事、副总经理或财务负责人或者公司章程规定的其他高级管理人员担任；因特殊 情况需由其他人员担任公司董事会秘书的，应经深圳证券交易所同意。 拟聘任的董事会秘书除应符合本制度规定的任职要求外，提名人和候选人还 应在其被提名时说明候选人 ...