■ 江中药业股份有限公司 关于变更审计项目合伙人、签字注册会计师及 质量控制复核人的公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述或者重大遗漏，并对其内容 的真实性、准确性和完整性承担个别及连带责任。 新任项目合伙人、签字注册会计师孙文举先生，2009年取得中国注册会计师资格，2001年开始在毕马威 华振执业，2001年开始从事上市公司审计，从2025年开始为公司提供服务。孙文举先生近三年签署或复 核上市公司审计报告1份。 新任签字注册会计师王习文先生，2013年取得中国注册会计师资格。王习文先生2023年起开始在毕马威 华振执业，2015年开始从事上市公司审计，从2025年开始为公司提供审计服务，王习文先生近三年未签 署或复核上市公司审计报告。 新任质量控制复核人陈怡女士，2011年取得中国注册会计师资格，2001年开始在毕马威华振执业，2002 年开始从事上市公司审计，从2025年开始为公司提供审计服务。陈怡女士近三年签署或复核上市公司审 计报告4份。 2、诚信记录 本项目合伙人、签字注册会计师孙文举先生、签字注册会计师王习文先生与质量控制复核人陈怡女士最 近三年均未因执业行为受 ...

证券代码：600750 证券简称：江中药业 公告编号：2025-058 江中药业股份有限公司 关于变更审计项目合伙人、签字注册会计师及质量控制 复核人的公告 新任质量控制复核人陈怡女士，2011 年取得中国注册会计师资格，2001 年开始 在毕马威华振执业，2002 年开始从事上市公司审计，从 2025 年开始为公司提供审计 服务。陈怡女士近三年签署或复核上市公司审计报告 4 份。 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述或者 重大遗漏，并对其内容的真实性、准确性和完整性承担个别及连带责任。 江中药业股份有限公司（以下简称"公司"）于 2025 年 8 月 20 日召开第十届董 事会第七次会议和第十届监事会第七次会议，并于 2025 年 9 月 8 日召开 2025 年第一 次临时股东大会，审议通过了《关于续聘 2025 年度审计机构的议案》，同意续聘毕马 威华振会计师事务所（特殊普通合伙）（以下简称"毕马威华振"）为公司 2025 年度 审计机构，负责本公司年度财务报告审计、内部控制审计及相关专项审计工作（以下 简称"本项目"），聘用期为一年。具体内容详见公司于 2025 年 8 ...

科技创新浪潮澎湃，赣鄱大地产业焕新。 上百个机械臂此起彼落，无人驾驶AGV小车搬运穿梭……走进江中药谷智能化生产车间，满满的科技 感扑面而来。"从取材到预处理、提取、灌装、灭菌直至包装、成箱、入库，生产线整个操作流程均实 现自动化无人操作。"华润江中湾里制造基地负责人钟志坚介绍，液体制剂车间只需10余人就能完成操 作管理，而同等产量的传统车间需要近200人，智能化让生产效率大幅提升。 制造企业向产业链价值链高端攀升，前景远阔。从最初生产橡胶筛网、渣浆泵备件，到如今参与矿产资 源开发，构建"设备 + 资源"双轮驱动模式，耐普矿机不再满足于"卖配件"，而是从"全球耗材供应 商"向"矿业综合服务商"转型，持续拓展传统矿业设备企业的价值边界。 一片薄薄的中空纤维血液透析膜，曾是制约国内血液净化产业发展的 "卡脖子"难题。如今，这条由三 鑫医疗自主研发的国产透析膜生产线，让"民族品牌"在血液净化领域站稳脚跟。从1997年生产输液器的 小厂，到如今血液净化产品营收占比超 80%的行业标杆，三鑫医疗营收10年增4倍的转型轨迹，印刻着 江西医疗器械产业提质升级的突围之路。 走出福事特上饶生产车间时，夕阳正洒在"FIRST"的 ...

"肚子胀不消化，家中常备江中牌健胃消食片。"即便多年过去，提及这句朗朗上口的广告词，仍能瞬间 勾起几代人的共同回忆。 山林环抱,湖水澄碧……走进位于江西省南昌市的华润江中湾里制造基地（江中药谷），仿佛置身于一 座湿地森林公园、"天然氧吧"，2000余亩的厂区内，大部分区域被森林与湖泊覆盖，吸引了不少野生小 动物在此栖息繁殖。很难想象，这里是一家中医药工厂，国内市场上超九成的健胃消食片便产自这里。 作为国内首个年销售额过10亿元的中药爆款单品，江中牌健胃消食片已连续21年蝉联"中国非处方药产 品榜"中成药消化类第一名，累计销量突破50亿盒。 近日，江中药业总经理肖文斌在接受上海证券报记者采访时表示，健胃消食片畅销30余年的背后，是江 中药业对"良药不苦口，有效还好吃"坚持不懈的追求和创新。 近年来，江中药业以"中医药传承与创新的引领者"为愿景，坚持战略引领，围绕"做强OTC、发展健康 消费品、布局处方药"三大业务布局，以品牌驱动和创新驱动引领公司高质量发展。"十四五"期间，公 司营业收入复合增长率达16%，归母净利润复合增长率达13%。 在液体制剂车间内，一台形似高压锅的设备格外引人注目。据介绍，这台超声清洗装 ...

Group 1: Jiangzhong Pharmaceutical - Jiangzhong Pharmaceutical's flagship product, Jianwei Digestive Tablets, has achieved cumulative sales of over 5 billion boxes and has been the top-selling OTC digestive medicine in China for 21 consecutive years [20][21] - The company aims to enhance quality through innovation, focusing on three main business areas: OTC products, health consumer goods, and prescription drugs, achieving a compound annual growth rate (CAGR) of 16% in revenue and 13% in net profit during the 14th Five-Year Plan period [20][21] - The company has implemented smart manufacturing technologies, achieving over 95% automation in its production processes, significantly improving efficiency and reducing labor costs [22][23] Group 2: Technological Innovation - Jiangzhong Pharmaceutical has developed a unique MVR concentration technology that enhances the extraction efficiency of active ingredients from traditional Chinese medicine to over 90% [22] - The company has established a national key laboratory for modern Chinese medicine creation, focusing on the innovative transformation of classic formulas into modern products [24] - The introduction of innovative flavors and purification techniques has transformed traditional herbal medicines into more palatable products, appealing to a broader consumer base [25] Group 3: Cultural Integration and Market Expansion - Jiangzhong Pharmaceutical has launched a "Healthy Hot Pot" concept that incorporates traditional medicinal ingredients, aiming to modernize and popularize traditional Chinese medicine among younger consumers [26][27] - The company plans to continue expanding its cultural outreach and application of traditional Chinese medicine through various channels, including tourism and dining [27] Group 4: Fushite Company - Fushite has positioned itself in the hydraulic pipeline sector, with a strategic focus on the mining after-market, anticipating a market size of $19.33 billion by 2030 [28][30] - The company has established a comprehensive service system that includes industrial maintenance and heavy spare parts supply, expanding its service capabilities beyond just hydraulic pipeline repairs [32] Group 5: Naipu Mining Machinery - Naipu Mining Machinery has developed a global service network covering over 50 countries, focusing on wear-resistant materials and mining machinery [34][36] - The company has successfully transitioned from basic spare parts production to advanced wear-resistant materials, leveraging new material technologies to enhance product performance [35][36] - Naipu's international strategy includes establishing production bases in Peru to meet the growing demand for mining equipment and spare parts in South America [39][40] Group 6: Sanxin Medical - Sanxin Medical has transformed from a traditional infusion and injection company to a significant player in the blood purification medical device sector, achieving a CAGR of 29.82% in net profit over the past five years [42][45] - The company has expanded its product offerings in blood purification, with revenue from this segment increasing from 20% in 2015 to 81% in 2024 [45] - Sanxin Medical is actively pursuing global market expansion, with overseas revenue growing by 39.70% in 2024, indicating a strong international presence [48][49]

| 序号 | 代码 | 简称 | 車日涨幅 | 年内涨幅 | 股息率(近12个 | | --- | --- | --- | --- | --- | --- | | | | | (%) | (%) | 月) (%) | | 1 | 002083.SZ | 录日股份 | 9.99 | 143.49 | 1.37 | | 2 | 600211.SH | 西藏药业 | 1.86 | 35.24 | 3.99 | | 3 | 601686.SH | 友发集团 | 1.82 | 29.54 | 4.38 | | 4 | 603408.SH | 建霖家居 | 1.73 | 7.82 | 5.74 | | 5 | 601988.SH | 中国银行 | 1.39 | 10.34 | 3.86 | | 6 | 688516.SH | 奥特维 | 1.14 | 10.60 | 4.70 | | 7 | 600351 SH | 亚宝药业 | 1.00 | 21.34 | 4.30 | | 8 | 002895.SZ | 川恒股份 | 1.00 | 66.43 | 3.63 | | a | 603967.SH | 中创物流 | 0.9 ...

Summary of Conference Call Records Industry Overview - The pharmaceutical and healthcare sectors are currently experiencing a shift, with companies like沃伍生物, 方盛制药, and 佐力药业 showing strong stock performance and potential investment opportunities due to their solid revenue, profit, and cash flow [1][3] - The medical services industry is facing challenges due to DRG policies and a weak consumer environment, but improvements are expected by 2026 as supply-side constraints and potential mergers or new hospital openings may enhance performance metrics [1][4] Key Companies and Investment Opportunities - **Ophthalmology Sector**: Companies such as 爱尔, 华夏, and 普瑞 are recommended for investment, with expectations of performance release in refractive services by Q1 2026 and improvements in cataract screening next year [1][5] - **Dental Sector**: 通策医疗 is highlighted for its new hospital openings and expected revenue and profit growth in 2026, indicating a turning point for the company [1][6] - **Pharmaceutical Companies**: 流感-related companies like 国邦, 普洛药业, and 联邦制药 are experiencing high capacity utilization and are expected to see significant growth in Q4 and Q1 due to potential shortages and price increases [2][12] Market Trends and Predictions - The blood products industry is consolidating, with a focus on mergers and acquisitions, which may stabilize product prices and enhance demand in the context of flu outbreaks [8] - The vaccine industry is poised for growth with key players like 康华生物 and 康希诺 expected to release significant data and products in 2026, which could drive market interest [9][10] - The traditional Chinese medicine sector is forecasted to recover, with a focus on innovative drug companies and OTC brands that are well-positioned for growth [13] Retail Pharmacy Sector - The retail pharmacy sector is expected to benefit from consolidation as smaller chains face operational pressures, allowing leading companies like 益丰, 大森林, and 老百姓 to capitalize on improved consumer conditions and policy support [14] Conclusion - The overall sentiment in the pharmaceutical and healthcare sectors is cautiously optimistic, with several companies positioned for growth amid a backdrop of regulatory changes and market dynamics. Investors are encouraged to focus on companies with strong fundamentals and growth potential in the coming years [1][3][4][12][14]

Core Insights - Recently, the establishment of China Resources (Chengdu) Pharmaceutical Industry Equity Investment Fund Partnership (Limited Partnership) was announced, with a total investment of 1 billion RMB, focusing on venture capital in the pharmaceutical sector [1] Group 1: Fund Establishment - The fund is executed by China Resources Pharmaceutical Technology (Chengdu) Partnership (Limited Partnership) and has a registered capital of 1 billion RMB [1] - The fund's partners include Chengdu Major Industrialization Project Phase II Equity Investment Fund Co., Ltd., Boya Bio (300294), Dong-E E-Jiao (000423), China Resources Double Crane (600062), and Jiangzhong Pharmaceutical (600750) [1] Group 2: Investment Focus - In July, several listed companies under China Resources announced plans to jointly invest in the establishment of China Resources Pharmaceutical (Chengdu) Innovation Investment Fund Partnership (Limited Partnership) [1] - This new fund will focus on the main responsibilities of the pharmaceutical health sector and strategic emerging industries [1]

Core Insights - Recently, China Resources (Chengdu) Pharmaceutical Industry Equity Investment Fund Partnership (Limited Partnership) was established with a capital contribution of 1 billion yuan [1] - The fund's business scope includes venture capital, specifically limited to investments in unlisted companies [1] - The fund is jointly funded by several companies, including Fosun Pharma, Dong-E E-Jiao, Boya Bio, China Resources Double Crane, and Jiangzhong Pharmaceutical [1] Company Contributions - Fosun Pharma's wholly-owned subsidiary, Shanghai Fosun Pharmaceutical Industry Development Co., Ltd., is a key contributor to the fund [1] - Other contributors include Dong-E E-Jiao, Boya Bio, China Resources Double Crane, and Jiangzhong Pharmaceutical, indicating a collaborative investment approach among major players in the pharmaceutical industry [1] Investment Focus - The fund is specifically focused on venture investments, which suggests a strategic interest in supporting early-stage pharmaceutical companies [1] - The emphasis on unlisted companies may provide opportunities for high-growth potential investments within the pharmaceutical sector [1]

| | 早,河 都在用的商业查询工具 | 查老板 查风险 | | | | | | --- | --- | --- | --- | --- | --- | --- | | | 国家上加拿球中国发言少了书籍 | 华润(成都)医药产业股权投资基金合伙企业(有限合 8 | 天眼一下 | ■ 应用 ▼ | 商务合作 企业级产品、 ■ 开通会 | | | 基本信息 283 | 法律诉讼 | 经营风险 | 经营信息 | 公司发展 | 知识产权 | | | 工商信息 历史工商信息0 | | | | | | | | 企业名称 | 华润(成都)医药产业股权投资基金合伙企业(有限合伙) | | | | | | | 执行事务合伙人 | 华润医药科技(成都)合伙企业 家庭 医药 | 登记状态 7 | 存续 | | 天眼评分 2 | 97 9 | | | (有限合伙) | 成立日期 | 2025-11-07 | | | | | 统一社会信用代码 2 | 91510100MAK126UR31 | 出资额 | 100000万人民币 | | 立創 | | | 工商注册号 | 510109202136044 | 纳税人识别号 2 | 91510 ...