证券日报网讯 华人健康9月1日发布公告，在公司回答调研者提问时表示，2025年上半年，公司实现高 质量发展，营收与利润再创新高，实现营业收入25.04亿元，同比增长15.52%；归属于上市公司股东的 净利润为1.04亿元，同比增长42.17%；归属于上市公司股东的扣除非经常性损益的净利润为1.01亿元， 同比增长43.28%。 （编辑 袁冠琳） ...

Core Viewpoint - The company reported a noticeable growth in overall customer traffic in the first half of the year, although the average transaction value showed a slight decline compared to previous periods [1] Group 1: Reasons for Customer Traffic Growth and Decline - Healthcare policy reforms have led to a reduction in individual account funds and changes in outpatient coordination policies, causing a shift of customer traffic back to hospitals and community clinics [1] - The emergence of new retail channels, particularly O2O platforms, has diverted traffic from traditional pharmacies due to competitive pricing and convenient delivery services [1] - Intense market competition has resulted in the number of pharmacies exceeding 700,000 nationwide, reducing the average number of customers served per store to around 2,000, thereby increasing operational pressure on individual stores [1] - Changes in consumer behavior indicate a trend towards more rational purchasing decisions, with increased price sensitivity and a focus on high cost-performance products and services [1]

Group 1 - The company, Hua Ren Health, announced on September 1 that it has completed flying inspections of retail pharmacies across various cities in the province, in accordance with the requirements of the National Medical Insurance Administration starting from April 2025 [2] - The flying inspections have expanded from dual-channel medical insurance designated pharmacies to include ordinary medical insurance designated pharmacies, affecting the normal operations of the retail pharmacy industry, although well-regulated companies are largely unaffected [2] - The normalization of medical insurance flying inspections indicates that standardized operations will be essential for the long-term development of retail pharmacies [2]

Group 1: Financial Performance - The company achieved a revenue of CNY 2.504 billion in the first half of 2025, representing a year-on-year growth of 15.52% [3] - The net profit attributable to shareholders reached CNY 104 million, a significant increase of 42.17% compared to the previous year [3] - The net profit excluding non-recurring gains and losses was CNY 101 million, reflecting a growth of 43.28% year-on-year [3] Group 2: Strategic Initiatives - The company implemented the "1234 strategy," focusing on one core area in pharmaceutical terminals and two directions: product matrix and pharmacy terminals [3] - The management emphasized high-quality development through multi-dimensional layout and systematic optimization, leading to continuous upgrades in industrial structure [3] - The company is shifting from traditional pharmaceutical retail to a comprehensive health service model, enhancing its competitive edge [3] Group 3: Market Challenges - The overall growth rate in the pharmaceutical retail industry has slowed down, with increased competition leading to a decrease in customer traffic and average transaction value [4] - Changes in healthcare policies and the rise of new retail channels have diverted customer traffic away from traditional pharmacies [4] - The number of pharmacies in the market has exceeded 700,000, intensifying competition and pressuring operational efficiency [4] Group 4: Future Outlook - The company plans to expand its store network, having opened 529 new stores in the reporting period, including 51 self-built and 478 acquired stores [8] - The management anticipates long-term growth opportunities driven by an aging population and increasing health demands, particularly in chronic disease management [9] - The company aims to enhance its service value and market position by focusing on product innovation and differentiated services [10] Group 5: Integration and Expansion Strategy - The management is adopting a cautious integration strategy, focusing on developing franchise operations and member business models [6] - The company is looking to make small-scale acquisitions to strengthen its market presence rather than pursuing large-scale expansions [6] - The establishment of a dedicated commercial insurance department aims to integrate health insurance with pharmacy services, enhancing customer experience [7]

证券日报网讯 8月29日晚间，华人健康发布公告称，公司已于2025年8月29日完成工商变更登记及《公 司章程》的备案手续，并取得合肥市市场监督管理局换发的《营业执照》。变更后注册地址为安徽省合 肥市包河区河北路123号。 （编辑 李家琪） ...

关于完成工商变更登记并换发营业执照的公告 证券代码：301408 证券简称：华人健康 公告编号：2025-063 安徽华人健康医药股份有限公司 经营范围：许可项目：药品批发；药品委托生产；药品互联网信息服务；食 品销售；食品互联网销售；第三类医疗器械经营；消毒器械销售；医疗器械互联 网信息服务；城市配送运输服务（不含危险货物）；农药批发（依法须经批准的 项目，经相关部门批准后方可开展经营活动，具体经营项目以相关部门批准文件 或许可证件为准）一般项目：地产中草药（不含中药饮片）购销；第一类医疗器 械销售；第二类医疗器械销售；消毒剂销售（不含危险化学品）；卫生用杀虫剂 销售；婴幼儿配方乳粉及其他婴幼儿配方食品销售；母婴用品销售；日用品销售； 日用百货销售；文具用品批发；化妆品批发；家用电器销售；厨具卫具及日用杂 品批发；食用农产品批发；农副产品销售；体育用品及器材批发；金银制品销售； 珠宝首饰批发；美发饰品销售；鞋帽批发；服装服饰批发；针纺织品销售；户外 用品销售；电子产品销售；五金产品批发；电动自行车销售；自行车及零配件批 发；宠物食品及用品批发；照相机及器材销售；玩具销售；包装材料及制品销售； 互联网销售（除 ...

证券之星消息，8月28日医药商业板块较上一交易日下跌0.16%，华人健康领跌。当日上证指数报收于 3843.6，上涨1.14%。深证成指报收于12571.37，上涨2.25%。医药商业板块个股涨跌见下表： 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。 从资金流向上来看，当日医药商业板块主力资金净流出3.1亿元，游资资金净流入1.97亿元，散户资金净 流入1.13亿元。医药商业板块个股资金流向见下表： ...

来源：新浪证券-红岸工作室 资料显示，安徽华人健康医药股份有限公司位于安徽省合肥市河北路123号A1栋，成立日期2001年6月 29日，上市日期2023年3月1日，公司主营业务涉及主要从事医药代理、零售及终端集采三大块业务。主 营业务收入构成为：中西成药80.25%，保健品4.62%，其他商品4.23%，医疗器械4.00%，中药饮片 3.28%，特色原料药1.89%，其他(补充)1.72%。 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98.46万股，为新进股东。 8月27日，华人健康跌3.55%，成交额2.48亿元。两融数据显示，当日华人健康获融资买入额3265.51万 元，融资偿还3768.30万元，融资净买入-502.78万元。截至8月27 ...

据证券之星公开数据整理，近期华人健康（301408）发布2025年中报。截至本报告期末，公司营业总收 入25.04亿元，同比上升15.52%，归母净利润1.04亿元，同比上升42.17%。按单季度数据看，第二季度 营业总收入12.37亿元，同比上升16.37%，第二季度归母净利润4252.08万元，同比上升68.75%。本报告 期华人健康盈利能力上升，毛利率同比增幅4.88%，净利率同比增幅21.13%。 本次财报公布的各项数据指标表现尚佳。其中，毛利率33.42%，同比增4.88%，净利率4.46%，同比增 21.13%，销售费用、管理费用、财务费用总计6.6亿元，三费占营收比26.37%，同比增0.25%，每股净资 产5.11元，同比增3.43%，每股经营性现金流1.33元，同比增33.27%，每股收益0.26元，同比增42.21% 证券之星价投圈财报分析工具显示： 财报体检工具显示： 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。 16. 递延收益变动幅度为121.76%,原因:江苏神华收到与资产相关的政府补贴。 17. 少数 ...

据证券之星公开数据整理，近期华人健康（301408）发布2025年中报。截至本报告期末，公司营业总收 入25.04亿元，同比上升15.52%，归母净利润1.04亿元，同比上升42.17%。按单季度数据看，第二季度 营业总收入12.37亿元，同比上升16.37%，第二季度归母净利润4252.08万元，同比上升68.75%。本报告 期华人健康盈利能力上升，毛利率同比增幅4.88%，净利率同比增幅21.13%。 本次财报公布的各项数据指标表现尚佳。其中，毛利率33.42%，同比增4.88%，净利率4.46%，同比增 21.13%，销售费用、管理费用、财务费用总计6.6亿元，三费占营收比26.37%，同比增0.25%，每股净资 产5.11元，同比增3.43%，每股经营性现金流1.33元，同比增33.27%，每股收益0.26元，同比增42.21% | 华人健康 最新财务摘要 | | --- | | 项目 | 2024年中报 | 2025年中报 | 同比增幅 | | --- | --- | --- | --- | | 营业总收入(元) | 21.67亿 | 25.04亿 | 15.52% | | 归母净利润(元) | 7 ...