一、本期业绩预计情况 证券代码：301126 证券简称：达嘉维康 公告编号：2026-001 湖南达嘉维康医药产业股份有限公司 2025 年度业绩预告 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。 1、2025 年 1 月 1 日至 2025 年 12 月 31 日 2、业绩预告情况：预计净利润为负值 | 项 | 目 | | 本报告期 | | | 上年同期 | | | --- | --- | --- | --- | --- | --- | --- | --- | | 营业收入 | | 550,000.00 万元 | ~ | 600,000.00 | 万元 | 523,342.08 | 万元 | | 归属于上市公司 股东的净利润 | | 万元 -25,000.00 | ~ | -30,000.00 | 万元 | 2,657.49 | 万元 | | 扣除非经常性损 益后的净利润 | | -25,000.00 万元 | ~ | -30,000.00 | 万元 | 2,560.61 | 万元 | 二、与会计师事务所沟通情况 本次业绩预告相关的财务数据未经注册会计师审 ...

Core Viewpoint - The joint issuance of the "Opinions on Promoting High-Quality Development of the Pharmaceutical Retail Industry" by nine departments aims to enhance the industry through 18 measures focusing on mergers and acquisitions, service transformation, and regulatory optimization [1] Group 1: Industry Impact - The "Opinions" are expected to accelerate the outflow of hospital prescriptions, contributing to growth in the pharmaceutical retail sector [1] - The document encourages horizontal mergers and acquisitions among retail pharmaceutical companies, aiming to optimize the business environment and streamline the licensing process for integrated stores [1][2] - The number of pharmacies in China is projected to decline, with a total of 686,426 stores by the end of Q3 2025, marking a reduction of nearly 20,000 stores since Q4 2024 [2] Group 2: Market Opportunities - The rapid exit of small and medium-sized pharmacies creates market opportunities for leading companies to consolidate and expand their market share through mergers and acquisitions [2] - The "Opinions" promote the transformation of pharmacies from mere sales points to health service hubs, providing new growth avenues for listed pharmacies facing revenue stagnation [2] Group 3: Compliance and Management - Regulatory changes are pushing for a shift towards digital and preventive oversight, enhancing compliance advantages for listed pharmacies compared to smaller competitors [3] - Companies like Yifeng Pharmacy have demonstrated significant profit growth through refined management and compliance, with a 10.27% increase in net profit year-on-year for the first three quarters of 2025 [3] - The core competitiveness of retail pharmacies is increasingly seen in their professional capabilities, with companies developing comprehensive pharmaceutical service systems [3][4]

Group 1 - The core viewpoint of the news is that Dajia Weikang's stock performance and financial metrics indicate a mixed outlook, with significant fluctuations in financing activities and a notable decline in net profit despite revenue growth [1][2]. Group 2 - On January 22, Dajia Weikang's stock rose by 3.11%, with a trading volume of 219 million yuan. The financing buy-in amount was 19.63 million yuan, while the financing repayment was 24.06 million yuan, resulting in a net financing buy of -4.43 million yuan. The total financing and securities balance reached 88.92 million yuan [1]. - As of January 22, the financing balance of Dajia Weikang was 88.58 million yuan, accounting for 3.10% of the circulating market value, which is above the 90th percentile level over the past year [1]. - On the same day, Dajia Weikang had a securities lending repayment of 100 shares and a securities lending sell of 700 shares, with a selling amount of 9,744 yuan. The remaining securities lending volume was 24,300 shares, with a balance of 338,300 yuan, also above the 90th percentile level over the past year [1]. - As of December 31, Dajia Weikang had 16,100 shareholders, an increase of 0.68% from the previous period, while the average circulating shares per person decreased by 0.68% to 8,562 shares [2]. - For the period from January to September 2025, Dajia Weikang achieved operating revenue of 4.13 billion yuan, a year-on-year increase of 3.69%, but the net profit attributable to the parent company was 5.10 million yuan, a significant decrease of 86.02% year-on-year [2]. - Dajia Weikang has distributed a total of 42.59 million yuan in dividends since its A-share listing, with 35.57 million yuan distributed over the past three years [3]. - As of September 30, 2025, Dajia Weikang's top ten circulating shareholders saw the exit of the Noan Multi-Strategy Mixed A fund from the list [3].

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]