汤臣倍健今年上半年营收35.32亿元

Core Insights - The company reported a revenue of 3.532 billion yuan and a net profit of 737 million yuan for the first half of 2025, showing a recovery in net profit growth in Q2 [1] - The sales growth of dietary supplements in pharmacies declined by approximately 25% from January to May, prompting the company to focus on consumer-centric solutions and enhance product competitiveness [1] Group 1: Financial Performance - Revenue for the first half of 2025 reached 3.532 billion yuan, with a net profit of 737 million yuan [1] - The company experienced a narrowing decline in revenue year-on-year in Q2, with net profit growth returning to positive [1] Group 2: Market Challenges and Strategies - The company faced challenges such as decreased foot traffic in pharmacies, cash payment issues, and intensified online competition [1] - To address these challenges, the company leveraged its research capabilities and supply chain advantages, focusing on basic nutrient categories with high penetration and frequency of purchase [1] Group 3: Product Innovation and Market Position - New products in both offline and online channels have shown promising growth, contributing to an increase in market share [1] - Notable new products include the high-quality calcium DK and the OTC glucosamine, which have significantly driven category growth [2] - Online sales of the multi-layered vitamin product exceeded 10 million yuan within 45 days of launch, indicating strong market acceptance [2]