多家公司股票将被ST 昨日晚间（9月19日），多家A股公司相继公告股票将被实施其他风险警示。 下周解禁市值619.22亿元。 绝味食品（603517）公告，公司收到湖南证监局下发的《行政处罚事先告知书》，公司涉嫌信息披露违法违规案已调查完毕。经查明，2017年至 2021年期间，公司未确认加盟门店装修业务收入，导致年度报告少计营业收入。公司2017年至2021年各年年度报告未如实披露营业收入。湖南证 监局拟决定对公司责令改正，给予警告，并处以400万元罚款。根据规定，公司股票将被实施其他风险警示，A股简称将变更为"ST绝味"，公司股 票将于2025年9月22日停牌1天。 思科瑞（688053）公告，公司收到四川证监局下发的《行政处罚事先告知书》，公司涉嫌信息披露违法违规一案，已调查完毕，四川监管局依法 拟对公司及相关人员作出行政处罚。经查明，思科瑞涉嫌虚构销售业务、涉嫌提前确认收入、涉嫌不当确认收入，四川监管局拟决定对公司给予 警告并处以200万元罚款；对相关人员分别给予警告和罚款。根据相关规定，公司股票将被实施其他风险警示，实施后A股简称为"ST思科瑞"，公 司股票2025年9月22日起停牌1天。 复旦复华 ...

■ 一、保荐工作概述 ■ 二、保荐人发现公司存在的问题及采取的措施 ■ 三、公司及股东承诺事项履行情况 ■ 四、其他事项 ■ 保荐代表人： 石 坡 叶建中 中信证券股份有限公司 2025年 9 月 15 日 ...

中信证券股份有限公司 | （1）列席公司股东大会次数 | 未亲自列席，已审阅历次会议文件 | | --- | --- | | （2）列席公司董事会次数 | 未亲自列席，已审阅历次会议文件 | | （3）列席公司监事会次数 | 未亲自列席，已审阅历次会议文件 | | 5.现场检查情况 | | | （1）现场检查次数 | 1次，对募集资金进行核查 | | （2）现场检查报告是否按照深圳证券交易所规定 | 不适用 | | 报送 | | | （3）现场检查发现的主要问题及整改情况 | 不适用 | | 6.发表专项意见情况 | | | （1）发表专项意见次数 | 4次 | | （2）发表非同意意见所涉问题及结论意见 | 无 | | 7.向深圳证券交易所报告情况（现场检查报告除 | | | 外） | | | （1）向深圳证券交易所报告的次数 | 0次 | | （2）报告事项的主要内容 | 不适用 | | （3）报告事项的进展或者整改情况 | 不适用 | | 8.关注职责的履行情况 | | | （1）是否存在需要关注的事项 | 无 | | （2）关注事项的主要内容 | 不适用 | | （3）关注事项的进展或者整改情况 | ...

Core Viewpoint - Enwei Pharmaceutical reported significant growth in its operating performance for the first half of 2025, driven by the market impact of key products from Henan Xinxin Pharmaceutical, online sales growth, and a substantial reduction in amortization expenses [1][2]. Financial Performance - In the first half of 2025, Enwei Pharmaceutical achieved operating revenue of 449 million yuan, a year-on-year increase of 15.73% - The net profit attributable to shareholders reached 38.34 million yuan, up 113.8% year-on-year - The net profit attributable to shareholders after deducting non-recurring gains and losses was 35.28 million yuan, reflecting a year-on-year growth of 132.47% [1]. Product Development and Market Position - Enwei Pharmaceutical's gynecological products generated operating revenue of 208 million yuan, marking an 11.73% increase year-on-year - The core product "Jie'er Yin Wash" continues to hold the top market share in the gynecological traditional Chinese medicine sector in urban retail pharmacies [2]. - The company has acquired production licenses for 125 varieties through its participation in the bankruptcy reorganization of Henan Xinxin Pharmaceutical, significantly enriching its product pipeline [2]. Strategic Plans - The company aims to develop 8 to 10 products with over 100 million yuan in sales over the next three years to ensure sustainable long-term growth - Enwei Pharmaceutical is actively promoting this cultivation plan by mobilizing resources to accelerate product development [2]. - For the second half of 2025, the company plans to focus on daily operations, marketing efforts, and the revival of key products from Henan Xinxin Pharmaceutical, with a goal of launching around 20 key products by year-end [3].

Core Viewpoint - Enwei Pharmaceutical reported significant growth in its performance for the first half of 2025, driven by the resumption of key products from Henan Xinxin Pharmaceutical and strong online sales, particularly in non-pharmaceutical products [1] Financial Performance - In the first half of 2025, Enwei Pharmaceutical achieved a net profit of 38.34 million yuan, an increase of 113.80% year-on-year [1] - The company's revenue for the same period was 449 million yuan, representing a 15.73% increase compared to the previous year [1] Business Strategy - The company plans to focus on daily operations and production to meet market demand, aiming to launch approximately 20 key products from Henan Xinxin Pharmaceutical by the end of the year [1] - Enwei Pharmaceutical is also looking to expand through mergers and acquisitions, having identified several potential targets since 2024 [1] Product Development - The company aims to develop 8 to 10 product groups with over 100 million yuan in sales within three years starting from 2025 [1] - Current research projects include innovative traditional Chinese medicine and chemical generics, such as nitrofurantoin and elagolix sodium tablets [1] Market Positioning - The acquisition of Henan Xinxin Pharmaceutical is seen as a strategic move to enhance operational efficiency and focus on the traditional Chinese medicine industry chain, which is expected to improve investor recognition and market value [1] Cost Management - The amortization of stock incentive expenses is projected to impact profits by approximately 10 million yuan in 2025 and 3.6 million yuan in 2026 [1]

| | □特定对象调研 □分析师会议 | | --- | --- | | 投资者关系活动 | □媒体采访 √业绩说明会 | | 类别 | □新闻发布会 □路演活动 | | | □现场参观 | | | □其他 （请文字说明其他活动内容） | | 参与单位名称及 | 线上参与公司 年半年度网上业绩说明会的投资者 2025 | | 人员姓名 | | | 时间 | 年 月 日（周三）15:00~16:30 2025 9 3 | | 地点 | 公司通过全景网"投资者关系互动平台"（https://ir.p5w.net） | | | 采用网络远程的方式召开业绩说明会 | | | 1、公司董事长兼首席执行官薛永江 | | 上市公司接待人 | 2、公司副总裁、董事会秘书、财务总监胡大伟 | | 员姓名 | 3、独立董事刘娅 | | | 4、保荐代表人石坡 | | | 投资者提出的问题及公司回复情况 | | | 公司就投资者在本次说明会中提出的问题进行了回复： | | | 1、上半年，公司经营业绩实现快速增长，尤其是归母 | | | 净利润增速超过 100%。请问董事长，上半年公司业绩大幅 | | 投资者关系活动 | 增长的主 ...

风险提示：市场有风险，投资需谨慎。本文为AI大模型自动发布，任何在本文出现的信息（包括但不 限于个股、评论、预测、图表、指标、理论、任何形式的表述等）均只作为参考，不构成个人投资建 议。 融通健康产业灵活配置混合A/B（000727）成立日期2014年12月25日，最新规模20.74亿。今年以来收益 21.65%，同类排名3497/8180；近一年收益44.14%，同类排名3083/7967；成立以来收益193.9%。 融通健康产业灵活配置混合A/B（000727）基金经理为万民远。 截至发稿，万民远累计任职时间9年11天，现任基金资产总规模42.23亿元，任职期间最佳基金回报 157.81%， 任职期间最差基金回报-15.5%。 9月3日，恩威医药跌2.86%，截至发稿，报33.97元/股，成交4759.37万元，换手率4.20%，总市值34.95 亿元。恩威医药股价已经连续3天下跌，区间累计跌幅5.48%。 从恩威医药十大流通股东角度 资料显示，恩威医药股份有限公司位于四川省成都市双流区双华路三段458号，成立日期2005年5月19 日，上市日期2022年9月21日，公司主营业务涉及中成药及化学药的研发、 ...

证券代码：301331 证券简称：恩威医药 公告编号：2025-043 恩威医药股份有限公司 关于公司高级管理人员股份减持完成的公告 公司高级管理人员陈磊保证向本公司提供的信息内容真实、准确、 完整，没有虚假记载、误导性陈述或重大遗漏。 本公司及董事会全体成员保证公告内容与信息披露义务人提供 的信息一致。 恩威医药股份有限公司（以下简称"公司"）于 2025 年 7 月 31 日披露了《关 于公司高级管理人员减持股份的预披露公告》（公告编号：2025-032）。持有公 司股份 65,118 股（占本公司总股本比例 0.0633%，占剔除公司回购专用账户股份 后的总股本比例的 0.0644%）的副总裁陈磊先生计划在本公告披露之日起 15 个 交易日后的 3 个月内以集中竞价方式减持公司股份不超过 16,279 股（占本公司 总股本比例 0.0158%，占剔除公司回购专用账户股份后的总股本比例的 0.0161%）。 近日，公司收到副总裁陈磊先生提交的《关于股份减持计划完成的告知函》，现 将有关情况公告如下： | 其中：无限 售条件股份 | 16,280 | 0.0158 | % | 80 | 0.0000 | % ...

Core Insights - Enwei Pharmaceutical reported a significant increase in revenue and net profit for the first half of the year, with total revenue reaching 449 million yuan, a year-on-year increase of 15.73%, and net profit attributable to shareholders reaching 38.34 million yuan, a substantial growth of 113.8% [1][2] Group 1: Financial Performance - The company's revenue from its main product, "Jieryin Wash," continues to dominate the gynecological traditional Chinese medicine market, maintaining the largest market share since 2025, indicating strong brand recognition and influence [1] - Despite facing significant cost pressures, the gross margin for the gynecological segment remained high at 58.31%, with double-digit revenue growth year-on-year, showcasing strong pricing power and market control [1] Group 2: Business Expansion and R&D - Other business segments showed remarkable growth, with revenue increasing by 48.78% and a gross margin of 45.69%, becoming a new driving force for the company's overall growth [2] - The company maintains a high level of investment in R&D, focusing on the consistency evaluation of related drugs and advancing products towards high quality and standards, enhancing market recognition [2] - Enwei Pharmaceutical currently holds 21 exclusive products, demonstrating strong product differentiation capabilities [2] Group 3: Future Outlook - The company is poised to benefit from the high-quality development policies in the traditional Chinese medicine industry and the growing demand driven by the "Healthy China" initiative, presenting new development opportunities [2]

Core Insights - Enwei Pharmaceutical (301331) reported a total revenue of 449 million yuan for the first half of 2025, marking a year-on-year increase of 15.73% and a net profit attributable to shareholders of 38.34 million yuan, up 113.8% from the previous year [1] - The company's gross profit margin decreased to 49.1%, down 5.35% year-on-year, while the net profit margin increased significantly to 8.54%, up 84.74% [1] - Accounts receivable rose significantly, with a year-on-year increase of 48.13%, indicating potential liquidity concerns [1][3] Financial Performance - Total revenue for 2025 was 449 million yuan, compared to 388 million yuan in 2024, reflecting a growth of 15.73% [1] - Net profit attributable to shareholders reached 38.34 million yuan, a substantial increase of 113.8% from 17.93 million yuan in 2024 [1] - The company's operating cash flow per share decreased to 0.73 yuan, down 16.71% year-on-year [1] Cost and Efficiency Metrics - The total of selling, administrative, and financial expenses was 172 million yuan, accounting for 38.22% of revenue, a decrease of 12.2% compared to the previous year [1] - The return on invested capital (ROIC) for the previous year was 3.04%, indicating weak capital returns, while the historical median ROIC since listing is 17.36% [2] - The net profit margin improved to 8.54%, up from 4.62% in the previous year, suggesting better cost management [1][2] Business Model and Market Dynamics - The company's performance is primarily driven by marketing efforts, necessitating a deeper analysis of the underlying factors [3] - In 2024, the company experienced a decline in offline sales revenue, attributed to high inventory levels of cold medications from 2023 that needed to be cleared [3] - The market demand for the company's core product, Huoxiang Zhengqi Decoction, fell short of expectations due to delayed seasonal demand and other factors [3]