来源：新浪证券-红岸工作室 9月30日，华人健康跌0.86%，成交额4027.14万元，换手率2.12%，总市值50.64亿元。 异动分析 医药电商+医疗器械概念+养老概念+阿里巴巴概念+创新药 1、据2023年2月17日互动易回复：公司除阿里旗下的天猫/饿了么平台外，公司在京东/拼多多/美团等国 内主要电商平台也都有布局，并且报告期内取得了长足发展。 2、安徽华人健康医药股份有限公司的主营业务是从事医药零售、代理及终端集采业务。公司的主要产 品是中成西药、中药饮片、保健品、医疗器械、特色原料。 资金分析 今日主力净流入-224.28万，占比0.06%，行业排名14/32，该股当前无连续增减仓现象，主力趋势不明 显；所属行业主力净流入-2.48亿，连续3日被主力资金减仓。 区间今日近3日近5日近10日近20日主力净流入-224.28万-1036.09万-301.80万-4945.41万-8468.28万 主力持仓 主力没有控盘，筹码分布非常分散，主力成交额2042.28万，占总成交额的2.04%。 技术面：筹码平均交易成本为14.02元 该股筹码平均交易成本为14.02元，近期该股有吸筹现象，但吸筹力度不强； ...

Core Viewpoint - The company, Anhui Huaren Health Pharmaceutical Co., Ltd., is actively expanding its presence in the health sector, particularly focusing on elderly care and innovative pharmaceutical products, while facing fluctuations in stock performance and market interest [2][3][8]. Company Overview - Anhui Huaren Health Pharmaceutical Co., Ltd. was established on June 29, 2001, and listed on March 1, 2023. The company primarily engages in pharmaceutical agency, retail, and terminal procurement, with its main revenue derived from traditional Chinese and Western medicine, accounting for 97.60% of total revenue [7]. - The company is located in Hefei, Anhui Province, and operates within the pharmaceutical and biological industry, specifically in the pharmaceutical commercial sector, focusing on offline pharmacies [7]. Business Strategy - The company is strategically positioning itself in the silver-haired health sector by providing chronic disease training and services through pharmacies, aiming to enhance health management for the elderly [2]. - It is developing a series of products targeting common diseases among the elderly, including the "Fuman Medical" series for cardiovascular health and the "Guojin" series of traditional Chinese medicine for health maintenance [2][3]. Financial Performance - For the first half of 2025, the company reported a revenue of 2.504 billion yuan, representing a year-on-year growth of 15.52%, and a net profit attributable to shareholders of 104 million yuan, up 42.17% from the previous year [8]. - The company has distributed a total of 80.02 million yuan in dividends since its A-share listing [8]. Shareholder Structure - As of June 30, 2025, the number of shareholders increased by 45.15% to 26,100, with an average of 5,725 shares held per person, a decrease of 31.10% [8]. - Alibaba Health is the second-largest shareholder, holding 7.51% of the company, and there are collaborations with various Alibaba platforms [3][8]. Market Activity - On September 26, the company's stock price fell by 1.01%, with a trading volume of 42.49 million yuan and a market capitalization of 5.08 billion yuan [1]. - The stock has shown no clear trend in major net inflows, with a net outflow of 8.27 million yuan on the day [4][5].

Core Viewpoint - Anhui Huaren Health Pharmaceutical Co., Ltd. is actively expanding its presence in the senior health sector, focusing on chronic disease management and developing products tailored for elderly health needs [2][3]. Company Overview - Anhui Huaren Health Pharmaceutical Co., Ltd. was established on June 29, 2001, and went public on March 1, 2023. The company is primarily engaged in pharmaceutical agency, retail, and terminal procurement, with its main revenue derived from traditional Chinese and Western medicine, accounting for 97.60% of total revenue [7]. - As of June 30, 2023, the company had 26,100 shareholders, an increase of 45.15% from the previous period, with an average of 5,725 circulating shares per person, a decrease of 31.10% [8]. Financial Performance - For the first half of 2023, the company achieved a revenue of 2.504 billion yuan, representing a year-on-year growth of 15.52%. The net profit attributable to shareholders was 104 million yuan, up 42.17% year-on-year [8]. - The company has distributed a total of 80.02 million yuan in dividends since its A-share listing [8]. Market Position and Shareholder Structure - The company has a market capitalization of 5.132 billion yuan, with a trading volume of 57.7375 million yuan and a turnover rate of 3.00% on September 25, 2023 [1]. - Alibaba Health is the second-largest shareholder, holding 7.51% of the company, and there are collaborations with various Alibaba platforms [3]. Strategic Initiatives - The company is focusing on the senior health market by providing chronic disease training and services through pharmacies, enhancing health consultation and medication guidance for the elderly [2]. - It is developing a series of products aimed at common diseases in the elderly, including the "Fuman Medical" series for cardiovascular health and the "Guojin" series of traditional Chinese medicine health products [2][3].

Core Viewpoint - The company, Huaren Health, has shown a positive performance in terms of stock price and financial metrics, indicating potential growth opportunities in the healthcare sector [1][2]. Group 1: Stock Performance - On September 24, Huaren Health's stock increased by 1.10%, with a trading volume of 42.60 million yuan [1]. - The financing buy-in amount for Huaren Health on the same day was 4.04 million yuan, while the financing repayment was 4.55 million yuan, resulting in a net financing buy of -0.51 million yuan [1]. - As of September 24, the total financing and securities balance for Huaren Health was 138 million yuan, which accounts for 7.20% of its market capitalization [1]. Group 2: Financial Performance - For the first half of 2025, Huaren Health reported a revenue of 2.50 billion yuan, representing a year-on-year growth of 15.52% [2]. - The net profit attributable to the parent company for the same period was 104 million yuan, showing a year-on-year increase of 42.17% [2]. Group 3: Shareholder Information - As of June 30, 2025, the number of shareholders for Huaren Health was 26,100, an increase of 45.15% compared to the previous period [2]. - The average number of circulating shares per shareholder was 5,725, which decreased by 31.10% from the previous period [2]. - After its A-share listing, Huaren Health has distributed a total of 80.02 million yuan in dividends [3].

Group 1 - The core viewpoint of the news is that Huaren Health's stock performance and financing activities indicate a mixed market sentiment, with a slight decline in stock price but notable financing activity [1] - On September 22, Huaren Health's stock price fell by 0.54%, with a trading volume of 43.36 million yuan, and a net financing purchase of 26.49 million yuan [1] - As of September 22, the total margin balance for Huaren Health was 142 million yuan, accounting for 7.32% of its market capitalization, indicating a high level of financing compared to the past year [1] Group 2 - As of June 30, Huaren Health had 26,100 shareholders, an increase of 45.15% from the previous period, while the average number of circulating shares per person decreased by 31.10% to 5,725 shares [2] - For the first half of 2025, Huaren Health reported a revenue of 2.504 billion yuan, representing a year-on-year growth of 15.52%, and a net profit attributable to shareholders of 104 million yuan, up 42.17% year-on-year [2] - Since its A-share listing, Huaren Health has distributed a total of 80.02 million yuan in dividends [3]

Core Viewpoint - The company, Anhui Huaren Health Pharmaceutical Co., Ltd., is experiencing a decline in stock price and trading volume, indicating potential challenges in the market despite its growth in revenue and profit [1][4]. Group 1: Company Overview - Anhui Huaren Health Pharmaceutical Co., Ltd. was established on June 29, 2001, and listed on March 1, 2023. Its main business involves pharmaceutical agency, retail, and terminal procurement [7]. - The company's revenue composition is primarily from traditional Chinese and Western medicine, accounting for 97.60%, with other products making up 2.40% [7]. - As of June 30, 2023, the company had 26,100 shareholders, an increase of 45.15% from the previous period, with an average of 5,725 circulating shares per person, a decrease of 31.10% [8]. Group 2: Financial Performance - For the first half of 2023, the company achieved a revenue of 2.504 billion yuan, representing a year-on-year growth of 15.52%. The net profit attributable to shareholders was 104 million yuan, up 42.17% year-on-year [8]. - The company has distributed a total of 80.02 million yuan in dividends since its A-share listing [8]. Group 3: Market Position and Trends - The company is actively expanding its presence on major e-commerce platforms, including JD.com, Pinduoduo, and Meituan, in addition to Alibaba's Tmall and Ele.me [2]. - The company is focusing on the integration of artificial intelligence in its operations, enhancing service efficiency and customer experience through AI medical consultations and customer service [2][3]. - As of June 30, 2023, the company is developing 22 research drugs, focusing on traditional Chinese medicine and high-end generic drugs [3]. Group 4: Stock Performance and Trading Activity - On September 22, 2023, the company's stock price fell by 0.54%, with a trading volume of 43.3582 million yuan and a turnover rate of 2.24%, resulting in a total market capitalization of 5.184 billion yuan [1]. - The stock has seen a net outflow of 2.0051 million yuan from major investors, indicating a reduction in holdings over the past three days [4][5]. - The average trading cost of the stock is 14.27 yuan, with the current price approaching a support level of 12.67 yuan, suggesting potential volatility if this support is breached [6].

Group 1 - The core viewpoint of the news is that Huaren Health's stock has experienced a decline, with significant trading activity and high financing levels, indicating potential investor concerns [1] - On September 18, Huaren Health's stock fell by 2.29%, with a trading volume of 138 million yuan, and a net financing outflow of 472.83 million yuan [1] - As of September 18, the total financing and securities balance for Huaren Health was 145 million yuan, representing 7.37% of its market capitalization, which is above the 80th percentile of the past year [1] Group 2 - As of June 30, Huaren Health reported a total of 26,100 shareholders, an increase of 45.15% from the previous period, while the average number of circulating shares per shareholder decreased by 31.10% [2] - For the first half of 2025, Huaren Health achieved a revenue of 2.504 billion yuan, a year-on-year increase of 15.52%, and a net profit attributable to shareholders of 104 million yuan, up 42.17% year-on-year [2] - Since its A-share listing, Huaren Health has distributed a total of 80.02 million yuan in dividends [3]

融资方面，华人健康当日融资买入1166.10万元。当前融资余额1.50亿元，占流通市值的7.44%，融资余 额超过近一年90%分位水平，处于高位。 融券方面，华人健康9月17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100.00股，融券余额1353.00元，低于近一年40%分位水平，处于较低位。 来源：新浪证券-红岸工作室 9月17日，华人健康跌1.38%，成交额8311.34万元。两融数据显示，当日华人健康获融资买入额1166.10 万元，融资偿还964.01万元，融资净买入202.08万元。截至9月17日，华人健康融资融券余额合计1.50亿 元。 截至6月30日，华人健康股东户数2.61万，较上期增加45.15%；人均流通股5725股，较上期减少 31.10%。2025年1月-6月，华人健康实现营业收入25.04亿元，同比增长15.52%；归母净利润1.04亿元， 同比增长42.17%。 分红方面，华人健康A股上市后累计派现8000.20万元。 机构持仓方面，截止2025年6月30日，华人健康十大流通股东中，香港中央结算有限公司位居第十大流 通股东，持股98 ...

证券之星消息，9月15日，华人健康（301408）融资买入821.97万元，融资偿还444.85万元，融资净买入 377.12万元，融资余额1.46亿元，近3个交易日已连续净买入累计645.7万元。 | 交易日 | 融资净买入(元) | 融资余额(元) | 占流通市值比 | | --- | --- | --- | --- | | 2025-09-15 | 377.12万 | 1.46亿 | 7.18% | | 2025-09-12 | 129.94万 | 1.43亿 | 6.97% | | 2025-09-11 | 138.64万 | 1.41亿 | 6.87% | | 2025-09-10 | -422.26万 | 1.40亿 | 6.86% | | 2025-09-09 | -150.94万 | 1.44亿 | 7.00% | 融券方面，当日无融券交易。 融资融券余额1.46亿元，较昨日上涨2.65%。 | 交易日 | 两融余额(元) | 余额变动 (元) | 变动幅度 | | --- | --- | --- | --- | | 2025-09-15 | 1.46 乙 | 377.12万 | 2.65% ...

Group 1: Financial Performance - The company achieved a revenue of 2.504 billion yuan in the first half of 2025, representing a year-on-year growth of 15.52% [3] - The net profit attributable to shareholders was 104 million yuan, with a year-on-year increase of 42.17% [3] - The net profit attributable to shareholders after deducting non-recurring gains and losses was 101 million yuan, showing a growth of 43.28% year-on-year [3] Group 2: Goodwill Management - The company reported a goodwill amount of 1.354 billion yuan, raising concerns about potential risks [2] - Measures have been implemented to control and reduce risks associated with goodwill, including a focus on core business and strategic acquisitions [2][3] - Regular impairment testing of goodwill is conducted to monitor and evaluate factors that may affect its value [3] Group 3: Stock Performance and Market Perception - The company's stock price has been underperforming, influenced by macroeconomic conditions, industry dynamics, and market sentiment [3][4] - Management emphasizes that strong performance is essential for enhancing market value and shareholder returns [3] - The company is committed to improving operational efficiency and innovation to create long-term value for shareholders [3] Group 4: Strategic Focus and Future Plans - The company adheres to a "1234 development strategy," focusing on the pharmaceutical retail sector and enhancing core competitiveness [4] - Future plans include deepening engagement in the pharmaceutical field and exploring opportunities in AI and smart technologies [6][7] - The company aims to create a balanced and synergistic pharmaceutical ecosystem, transitioning from single pharmaceutical sales to comprehensive health services [4]