证券代码：000650 证券简称：仁和药业 仁和药业股份有限公司 投资者关系活动记录表 | 编号：20250509 | | --- | | 投资者关系活动类别 | ☐特定对象调研 ☐分析师会议 | | --- | --- | | | ☐媒体采访 业绩说明会 | | | ☐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） | | 参与单位名称及人员姓名 | 线上参与仁和药业（000650）2024年度网上业绩说明会的全体投资者 | | 时间 | 2025年05月09日 15:00-17:00 | | 地点 | 价值在线（https://www.ir-online.cn/）网络互动 | | 上市公司接待人员姓名 | 董事长 杨潇 | | | 总经理 黄武军 | | | 财务总监 彭秋林 | | | 独立董事 涂书田 | | | 董事会秘书 姜锋 1.公司股价已进入近几年低位，管理层还有增持计划吗？ | | | 答:谢谢您的关注！2023年公司董事长二级市场增持了1亿元， | | 投资者关系活动主要内容 | 2024年公司回购了1亿元，目前暂未有增持计划。谢谢！ | | ...

Core Insights - The "Meichuang Jingjie" Skin Health Management Innovation Center has been launched in Shanghai's Jing'an District, focusing on an integrated layout of "beauty technology + clinical transformation + first-release economy" to enhance innovation sources [1][3] - The center aims to address key bottlenecks in the market transformation of medical research achievements, particularly in funding, technology development, and market connection, with Jing'an District providing preferential rent and special support funds for resident companies [1][3] Industry Development - The innovation center is designed to promote high-quality development in the skin health industry, aligning with global beauty consumption market trends, and aims to cultivate a trillion-level skin health industry cluster [3][4] - Jing'an District, as a core area of Shanghai, has a unique advantage in skin health and beauty economy, hosting numerous well-known beauty companies and rich medical research resources [3][4] Functional Framework - The center will focus on a "3+3+5" system layout, emphasizing three core functions: professional services, results transformation, and incubation acceleration, along with three functional platforms and five service platforms [4] - Partnerships with multinational companies and local hospitals will enhance the center's capabilities, including the establishment of public laboratories and skin health evaluation research centers [4][5] Future Expansion - The first phase of the center, covering nearly 10,000 square meters, is now operational, with plans for further expansion to a total area of 50,000 to 100,000 square meters [4][5] - The goal is to establish Jing'an as a global hub for beauty industry technology sourcing, product launches, and talent aggregation, thereby advancing the beauty economy in Jing'an District and Shanghai [5]

Core Viewpoint - The healthcare industry in Erqi District is experiencing significant growth and innovation, with a focus on building a comprehensive ecosystem for biocell technology and cancer treatment solutions [1][3][6]. Group 1: Industry Development Strategy - Erqi District has established a "Six Medicine" development strategy, focusing on medical, healthcare, pharmaceuticals, medical aesthetics, health management, and medical psychology [3]. - The district is creating a "medical health industry development axis" along University Road, integrating sports health and cultural tourism [3]. - A dedicated task force has been formed by district leaders to enhance the healthcare industry, resulting in the issuance of measures to promote high-quality development [3]. Group 2: Infrastructure and Investment - The district is developing high-quality health industry parks, such as the He Medical Health Service and Medical Technology Innovation Park, leveraging local hospital resources [5]. - The Eurasia land urban renewal project plans to invest 690 million yuan in constructing a comprehensive park for medical research, health services, and industrial internet [5]. - The establishment of the ZH Medical Instrument High-end Intelligent Manufacturing Industrial Park has successfully attracted over 300 companies within a year [5]. Group 3: Innovation and Talent Development - Erqi District is collaborating with local universities to supply research and skilled talent to the healthcare industry, having established 24 provincial-level medical key laboratories and 104 municipal-level laboratories [6]. - The newly built Saiosibo International CGT Research Center features a 2,000 square meter core laboratory and is equipped with an internationally certified GMP production workshop and AI-assisted R&D systems [6]. - The district aims to continue enhancing the "Six Medicine" initiative, promoting the healthcare industry towards high-end, intelligent, and clustered development [6].

Core Insights - The visit of Chen Junshi, a prominent expert in food safety and nutrition, to Jiahe Foods highlights the company's commitment to health industry innovation and development [1][2][3] - Jiahe Foods has established a unique development model in the health industry through structural optimization and increased R&D investment [1][3] - The company has successfully launched a whole grain-themed restaurant, promoting healthy eating habits and showcasing its whole grain products [2] Company Overview - Jiahe Foods, founded in 2001, is the first listed coffee system enterprise in China, focusing on providing healthy, green, and sustainable food solutions [3] - The company has diversified into five core industries: plant-based products, coffee, powdered fats, syrups, and innovative foods, with a production capacity exceeding 300,000 tons annually [3] - Jiahe Foods has established three production bases in Suzhou, Nantong, and Singapore, comprising five factories [3] Research and Development - The company has invested significantly in technology research and innovation, resulting in 80 patents and recognition with the "National Science and Technology Progress Second Prize" [3] - Jiahe Foods has built a strong R&D team, including academic leaders, and has established various research stations and its own Jiahe Nutrition and Health Research Institute [3] Market Potential - Chen Junshi emphasized the vast market potential for health foods, particularly those based on whole grains, aligning with modern consumers' pursuit of balanced nutrition [2] - The increasing health awareness among consumers presents a promising future for the health industry [2]

广东万年青制药股份有限公司投资者活动记录表 编号：20250430 投资者关系活动 类别 □特定对象调研 □分析师会议 □媒体采访 ☑业绩说明会 □新闻发布会 □路演活动 □现场参观 □电话会议 其他： 参与单位名称 及人员姓名 线上参与2024年度暨2025年第一季度网上业绩说明会的投资 者 时间 2025 年 4 月 30 日(周三)15:00-16:00 地点 价值在线（www.ir-online.cn） 公司接待人员 姓名 董事长、总裁：欧先涛先生 董事、副总裁、财务总监兼董事会秘书：陈秀燕女士 独立董事：李华青先生 董事、子公司总经理：颜文孟先生 子公司总经理：张建朝先生 投资者关系活动 主要内容介绍 本次业绩说明会采用网络方式进行，公司参会人员与投资者 就公司经营情况和未来发展等情况进行了充分的交流与沟 通，主要问题及答复如下： 1.听说贵公司的销售管理岗位 流动性非常大 这是什么原因 呢 答:您好，公司在药品、医疗及大健康消费方面设立多个销售 管理岗位，销售管理岗位属于业务及服务前端管理岗位，对 人才需求更偏向于复合型人才，加上新业态原因，相比其他 管理岗位流动性偏大属于正常现象。 2.目前在数 ...

一周人物（2025年4月28日-5月4日） 九江二白久成 |/山火丁U——11 | 表现在 :一是原料奶优质化率更高;二是冷链技术逐 渐完善健全;三是消费者的饮奶素养在提高。" -- 农业农村部原常务副部长、中国奶业协会名誉会 长刘成果 -- 广州纺织品进出口集团有限 公司总经理朱剑碧 "石墨烯生命健康联盟的成立,是 推动石墨烯生命健康产业高质量 发展的新起点。" "中国服装企业在出海过程中,应 注重品牌建设与市场拓展的有机 结会。" -- 深圳清华大学研究院创始院 长冯冠平 "制造型企业做AI,应由业务场景驱动。华为根据自身 的数字化转型实践,总结形成了一套工程方法论,叫 '三层五阶八步'。" - 华为董事、质量流程IT总裁陶景文 · 工银理财迎新董事长,吴茜接管近2万亿理财巨头 · 吴铂HL首批交付,广汽集团董事长冯兴亚亲自交车 · 张维功,"开会到凌晨"的阳光保险董事长 · 多家银行一把手触及60岁"红线",金融业或迎高管 更替潮 ·消费金融首位高管跨界从政? 中信消金总经理黎成出任阜阳市副市长 · 因身体原因,东北证券首席经济学家付鹏离职 · 股份行首例!财政部税政司二级巡视员蔺雪冰任广 发银行董事 ...

近日，两面针发布2025年第一季度财报。相比起2024年全年营收利润双增长的业绩表现，两面针2025年 第一季度的表现不尽人意。 南都·湾财社记者通过对比两面针2024年年报和2025年一季度财报发现，无论是营利双增的2024年财 报，还是净利润出现亏损的一季度财报，其业绩的变动很大程度上并非受到核心主业的影响，其业 绩"变脸"的核心更多是指向了金融资产公允值的波动。 两面针归母净利润环比大降 此外，从两面针的产品毛利率来看，两面针贡献主要营收的日化板块毛利率仅为13.84%，较行业龙头 存在显著差距。对比来看，云南白药工业销售毛利率达65.93%，舒克牙膏母公司薇美姿2020年毛利率 亦超60%。 对于业绩的异常表现，两面针不仅对2025年一季度的财报中解释称，主要是因为所持有的股票公允价值 变动损益较去年同期下降所致，两面针此前在2024年年度财报中也提到，业绩的增长，更多的也是受到 公司持有的交易性金融资产公允价值变动上升影响。 业绩大幅度受金融资产变动影响 2025年一季度，两面针实现营收2.40亿元，同比增长15.49%，但归母净利润亏损同比扩大至1416.95万 元，去年同期为亏损1274.52万 ...

转自：智通财经 在当下竞争激烈且不断变革的医药零售市场中，大参林（维权）医药集团股份有限公司（603233.SH） 作为行业龙头，凭借稳健的经营策略与积极的创新探索，在 2024 年及 2025 年第一季度持续书写着业绩 增长的优异答卷，同时其在大健康产业的深度布局，更为长远的可持续发展筑牢根基。 2024年业绩回顾：营收稳健上扬 门店增速攀升 2024 年，大参林全年实现营业收入 264.97 亿元，较上一年度同比增长 8.01%，这一成绩的背后，是公 司在门店拓展、运营优化以及市场深耕等多方面协同发力的成果。秉持 "深耕华南，布局全国" 的核心 战略，大参林通过 "自建 + 并购 + 直营式加盟" 三驾马车齐驱并进，不断拓展市场版图。截至 2024 年 末，全国门店总数攀升至 16553 家，2024 年内净增门店高达 2479 家 ，密集的门店网络不仅提高了品牌 曝光度，更为营收增长源源不断地输送动力。 从区域维度剖析，2024 年公司在华南地区、华中地区、华东地区、东北、华北西南及西北地区营业收 入均实现同比增长。其中，东北、华北、西南及西北地区增速尤为亮眼，达 34.42%，成为公司营收增 长的新引 ...

本报讯(记者李万晨曦)湖北均瑶大健康饮品股份有限公司(以下简称"均瑶健康（605388）")4月30日发布 了2024年报及2025一季报，分别实现营业收入14.58亿元和4.01亿元。 作为国内"常温乳酸菌第一股"，自创立以来，均瑶健康积极培育、构建以益生菌为抓手的大健康支柱品 类，在夯实常温乳酸菌品牌地位的基础上，依托益生菌低温发酵技术创新，开辟低温活性益生菌饮品新 赛道、布局益生菌食品，值得关注的是，2024年及2025年一季度益生菌饮品及食品业务实现跨越式发 展，成为驱动均瑶健康业绩增长的新引擎。 益生菌业务板块营收实现突破 公告显示，2024年，公司益生菌饮品及益生菌食品收入共计实现7.92亿元，2025年第一季度，益生菌食 品板块收入更是同比大涨139.19%，增长显著。同时，线上业务也依托强大品牌影响力，孵化"每日博 士""体轻松"等益生菌品牌，2025年一季度电商渠道收入同比激增1173.33%。 当下益生菌市场发展非常迅速，是功能性食品中成长最快的品种之一。中国保健品协会数据显示，2018 年至2022年，国内益生菌市场规模从647.7亿元增长至约1093.8亿元，年均复合增速达14%。市场 ...

Core Viewpoint - The Chinese government is promoting a "Weight Management Year" initiative, which is expected to significantly boost the health industry, potentially exceeding a trillion yuan in market size. This creates a favorable environment for companies like Junyao Health, which is focusing on expanding its leadership in the probiotic market and enhancing its product offerings [1][2]. Group 1: Company Performance - Junyao Health reported revenues of approximately 1.458 billion yuan for 2024 and 401 million yuan for the first quarter of 2025, with a notable 139.19% increase in probiotic food revenue in Q1 2025 [1][3][4]. - The company achieved a gross margin of 38.39% in 2024, an increase of 1.98% from the previous year, attributed to reduced raw material costs and optimized operational management [3][4]. Group 2: Market Trends - The health industry in China is projected to reach a market size of 13.4 trillion yuan by 2025 and further grow to 29.1 trillion yuan by 2030, driven by the "Healthy China 2030" strategy [2]. - The probiotic market in China has seen significant growth, with a compound annual growth rate of 14% from 2018 to 2022, increasing from 64.77 billion yuan to approximately 109.38 billion yuan [5]. Group 3: Product Development - Junyao Health is expanding its product line to include low-temperature active probiotic beverages, leveraging innovative fermentation technology and developing functional beverages that combine probiotics with other beneficial ingredients [2][4]. - The company has developed a diverse range of health functional beverages, including products targeting beauty, eye health, sleep, and nutrition, to meet various consumer health needs [2][4]. Group 4: Strategic Initiatives - Junyao Health is enhancing its research and development capabilities by integrating with leading companies in the probiotic sector, establishing a comprehensive "R&D-production-sales" integrated system to strengthen its market position [6][7]. - The company is expanding its e-commerce presence, with a significant increase in online sales, particularly in the first quarter of 2025, where e-commerce revenue surged by 1,173.33% [4][8]. Group 5: International Expansion - Junyao Health's international business achieved revenue of approximately 84.6 million yuan in 2024, a year-on-year increase of 24.54%, with Q1 2025 showing a remarkable growth of 77.43% [9]. - The company exports to over 80 countries and regions, positioning itself as a leading exporter of probiotics in China, benefiting from competitive pricing and stable supply chains [9]. Group 6: Future Outlook - With the release of production capacity, strengthened technological barriers, and expanded brand influence, Junyao Health is expected to continue leading the health industry and achieve long-term stable growth [10].