1月22日，商务部等九部门联合印发《关于促进药品零售行业高质量发展的意见》(以下简称《意 见》)，从完善药事服务、优化行业结构等五大方面推出18条举措，直指行业并购重组、服务转型、监 管优化等核心议题。 财信证券医药生物行业首席分析师吴号在接受《证券日报》记者采访时认为，《意见》对药品零售行业 的影响主要有四个方面：一是加快院内处方外流，为药品零售行业贡献增量；二是推动行业集中度提 升；三是促进健康服务创新发展；四是有助于规范行业秩序。 《意见》提出，鼓励药品零售企业依法开展横向并购与重组。鼓励各地优化营商环境，对于被整合的连 锁或单体药店，优化《药品经营许可证》申请核发流程。 这将直接降低头部企业的并购成本与整合周期，为上市药房扩大规模扫清障碍。 中康药店通平台更新最新药店规模数据显示，截至2025年三季度末，全国药店门店总数为686426家。这 一数字自2024年四季度出现拐点以来，已累计减少近两万家门店。截至2025年第三季度，全国药店数量 已连续四个季度环比出现负增长，行业收缩节奏逐步加快。 中小药店的快速出清为头部企业的兼并重组提供了市场机遇。吴号表示，《意见》鼓励药品零售企业依 法开展横向并购与重 ...

融资方面，达嘉维康当日融资买入1962.65万元。当前融资余额8857.91万元，占流通市值的3.10%，融 资余额超过近一年90%分位水平，处于高位。 1月22日，达嘉维康涨3.11%，成交额2.19亿元。两融数据显示，当日达嘉维康获融资买入额1962.65万 元，融资偿还2405.69万元，融资净买入-443.03万元。截至1月22日，达嘉维康融资融券余额合计 8891.73万元。 融券方面，达嘉维康1月22日融券偿还100.00股，融券卖出700.00股，按当日收盘价计算，卖出金额 9744.00元；融券余量2.43万股，融券余额33.83万元，超过近一年90%分位水平，处于高位。 资料显示，湖南达嘉维康医药产业股份有限公司位于湖南省长沙市岳麓区茯苓路30号，成立日期2002年 10月24日，上市日期2021年12月7日，公司主营业务涉及药品、生物制品、医疗器械等产品的分销及零 售。主营业务收入构成为：药店零售51.84%，医药分销44.29%，药品生产收入2.98%，其他收入 0.70%，医院收入0.19%。 截至12月31日，达嘉维康股东户数1.61万，较上期增加0.68%；人均流通股8562股，较 ...

Core Viewpoint - The pharmaceutical commercial sector experienced a slight increase of 0.39% on January 19, with significant contributions from stocks like Dajia Weikang, which led the gains [1] Group 1: Market Performance - The Shanghai Composite Index closed at 4114.0, up by 0.29%, while the Shenzhen Component Index closed at 14294.05, up by 0.09% [1] - Dajia Weikang (301126) led the sector with a closing price of 13.91, reflecting a rise of 6.43% and a trading volume of 162,500 shares, amounting to a transaction value of 220 million yuan [1] - Other notable performers included Dacianlin (603233) with a 4.37% increase, Guofang Co. (600538) up by 3.27%, and Yifeng Pharmacy (603939) rising by 2.55% [1] Group 2: Fund Flow Analysis - The pharmaceutical commercial sector saw a net outflow of 436 million yuan from institutional investors, while retail investors contributed a net inflow of 486 million yuan [2] - The individual stock fund flow indicated that Ruikang Pharmaceutical (002589) had a net inflow of 19.77 million yuan from institutional investors, while it faced a net outflow of 17.52 million yuan from retail investors [3] - Dajia Weikang (301126) also experienced a net inflow of 13.40 million yuan from institutional investors, despite a net outflow of 15.06 million yuan from retail investors [3]

Market Overview - The pharmaceutical commercial sector experienced a decline of 2.19% on January 15, with Huaren Health leading the drop [1] - The Shanghai Composite Index closed at 4112.6, down 0.33%, while the Shenzhen Component Index closed at 14306.73, up 0.41% [1] Individual Stock Performance - Notable gainers included: - RunDa Medical (603108) with a closing price of 20.04, up 1.83% and a trading volume of 700,800 shares [1] - LiuYao Group (603368) closed at 18.58, up 0.60% with a trading volume of 79,700 shares [1] - LaoBaiXing (603883) closed at 16.11, up 0.50% with a trading volume of 226,200 shares [1] - Significant decliners included: - Huaren Health (301408) closed at 23.81, down 19.99% with a trading volume of 491,100 shares [2] - ShangYu PingMin (301017) closed at 18.50, down 13.75% with a trading volume of 373,900 shares [2] - YaoYiGou (300937) closed at 37.40, down 11.79% with a trading volume of 121,400 shares [2] Capital Flow Analysis - The pharmaceutical commercial sector saw a net outflow of 990 million yuan from institutional investors, while retail investors had a net inflow of 977 million yuan [2] - The table of capital flow indicates that: - LaoBaiXing (603883) had a net inflow of 46.10 million yuan from institutional investors [3] - JiuZhouTong (600998) had a net inflow of 40.43 million yuan from institutional investors [3] - RunDa Medical (603108) had a net inflow of 37.80 million yuan from institutional investors [3]

Group 1 - The strategic cooperation between Lunan Pharmaceutical Group and Hunan Dajia Weikang aims for deep business integration and alignment of development philosophies, leveraging resource advantages [1][3] - Hunan Dajia Weikang has established a comprehensive pharmaceutical distribution and service system in the Hunan market, which will be utilized to enhance market expansion and service model innovation [3] - The collaboration emphasizes the pursuit of "long-termism" and a "win-win ecosystem," focusing on resource complementarity and strategic synergy to build a stable, healthy, and sustainable pharmaceutical supply chain [3] Group 2 - Lunan Pharmaceutical Group presented a theme speech on the integration of the "Zhongzheng Pinghe" philosophy into product development and corporate collaboration, highlighting its importance in navigating market changes [3] - The partnership aims to create an open, collaborative, and sustainable pharmaceutical industry ecosystem, providing better and more accessible healthcare services for patients in Hunan and nationwide [3] - Both companies are committed to exploring new paths for ecological development in the pharmaceutical industry, aiming for mutual benefits and a new win-win situation [3]

Market Overview - The pharmaceutical commercial sector increased by 0.79% compared to the previous trading day, with Luyuan Pharmaceutical leading the gains [1] - The Shanghai Composite Index closed at 4082.98, down 0.07%, while the Shenzhen Component Index closed at 13959.48, down 0.51% [1] Top Gainers in Pharmaceutical Sector - Luyuan Pharmaceutical (002788) closed at 27.49, up 10.00% with a trading volume of 812,100 shares and a transaction value of 2.156 billion [1] - Saili Medical (603716) closed at 26.66, up 9.98% with a trading volume of 700,200 shares and a transaction value of 1.802 billion [1] - Dajia Weikang (301126) closed at 13.50, up 5.47% with a trading volume of 184,200 shares and a transaction value of 245 million [1] Other Notable Stocks - Run Da Medical (603108) closed at 16.31, up 5.23% with a trading volume of 378,400 shares and a transaction value of 614 million [1] - Huaren Health (301408) closed at 20.16, up 3.38% with a trading volume of 503,400 shares and a transaction value of 1.016 billion [1] Market Capital Flow - The pharmaceutical commercial sector experienced a net outflow of 94.4079 million from institutional investors, while retail investors saw a net inflow of 213 million [2] - The overall market showed a mixed trend with some stocks experiencing significant outflows from institutional and speculative funds [2] Individual Stock Fund Flow - Saili Medical (603716) had a net inflow of 304 million from institutional investors, but a net outflow of 108 million from speculative funds [3] - Run Da Medical (603108) saw a net inflow of 62.5499 million from institutional investors, while experiencing outflows from both speculative and retail investors [3] - Huaren Health (301408) had a net inflow of 41.8956 million from institutional investors, but a significant outflow of 64.016 million from retail investors [3]

Group 1 - The stock of Shuyu Pingmin has dropped over 18% [1] - Other companies such as Renmin Tongtai, Dajia Weikang, Yingte Group, and Yao Yigou have all seen declines of over 5% [1] - Additional companies including Huaren Health, Zhongyao Holdings, and Kaikai Industrial have also experienced declines [1]

证券代码：301126 证券简称：达嘉维康 公告编号：2025-080 湖南达嘉维康医药产业股份有限公司 关于首次公开发行股票募投项目节余募集资金永久补流 及注销募集资金专户的公告 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。 湖南达嘉维康医药产业股份有限公司（以下简称"公司"）于 2025 年 1 月 24 日披露了《关于首次公开发行股票募投项目结项的公告》，首次公开发行股票募 投项目结项后，公司继续通过募集资金专用账户支付本项目尾款和质保金等款项。 现公司拟注销对应募集资金专项账户，并将首次公开发行股票募投项目节余募集 资金 251.99 万元（含利息收入，实际金额以资金转出当日专户余额为准）永久补 充流动资金。 根据《深圳证券交易所创业板股票上市规则》《深圳证券交易所上市公司自 律监管指引第 2 号——创业板上市公司规范运作》等相关规定，公司本次将节余 募集资金永久补充公司流动资金，节余金额低于 500 万元且低于该项目募集资金 净额的 5%，可免于履行董事会审议程序，无需保荐机构发表明确同意意见。现将 具体情况公告如下： 一、募集资金的基本情况 经中 ...

Group 1 - The pharmaceutical commercial sector experienced a decline at the beginning of trading, with notable drops in stock prices [1] - Shuyupingmin saw a decrease of over 15%, while Renmintongtai fell by more than 7% [1] - Other companies such as Huaren Health, Dajia Weikang, and Ruikang Pharmaceutical also followed the downward trend [1]

Group 1 - The company, Dajia Weikang (301126), announced an additional joint liability guarantee of 10 million yuan for Ningxia Delixin, Dajia Biology, and Dajia Marketing each, maintaining an annual guarantee limit of 3 billion yuan [1] - As of the announcement date, the total guarantee balance for the company and its subsidiaries is 1,496.0445 million yuan, which accounts for 85.16% of the net assets, with no overdue guarantees reported [1]