人福医药集团股份公司2025 年半年度报告 公司代码：600079 公司简称：人福医药 人福医药集团股份公司 二〇二五年八月 人福医药集团股份公司2025 年半年度报告 重要提示 一、 本公司董事会及董事、高级管理人员保证半年度报告内容的真实性、准确性、完整性，不 存在虚假记载、误导性陈述或重大遗漏，并承担个别和连带的法律责任。 二、 公司全体董事出席董事会会议。 三、 本半年度报告未经审计。 四、 公司负责人杜文涛、主管会计工作负责人杜文涛及会计机构负责人（会计主管人员）何华 琴声明：保证半年度报告中财务报告的真实、准确、完整。 五、 董事会决议通过的本报告期利润分配预案或公积金转增股本预案 无 六、 前瞻性陈述的风险声明 √适用 □不适用 本报告中所涉及的前瞻性陈述不构成公司对投资者的实质承诺，敬请广大投资者注意投资风 险。 七、 是否存在被控股股东及其他关联方非经营性占用资金情况 否 八、 是否存在违反规定决策程序对外提供担保的情况 否 九、 是否存在半数以上董事无法保证公司所披露半年度报告的真实性、准确性和完整性 否 十、 重大风险提示 公司已在本报告中详细描述可能存在的风险，具体内容详见本报告"第三 ...

在文化和旅游部直属机关工会、文化和旅游部机关服务局的大力支持下，人民健康"五进"关爱服务计划（以下简称"五进"计划）近日走进文化和旅游 部。活动精心设置了健康筛查、科普互动、名医咨询、主题讲座等多个环节，并送上了贴心的健康生活关爱服务。 职工们踊跃体验各种检测项目。 现场，一块《个人健康手册（体重管理篇）》的展板引起不少职工的关注，他们纷纷拿起手机拍照记录，测算自己的BMI值（身体质量指数）是否处于 正常范围内。 本次活动还特别设置了"专家健康咨询"环节，邀请北京医院老年医学科副主任李晶、国家体育总局运动医学研究所体育医院外科（运动医学）副主任医 师李伟，为职工提供健康咨询服务。 据了解，人民健康将继续联合中央有关单位、各地党委政府、大型企事业单位、权威社会组织，秉持"健康生活与您共享"的理念，持续推进人民健 康"五进"关爱服务计划。以主题教育活动为契机，通过走进机关、企业、社区、乡村、校园，把为民办实事作为重要内容，切实将惠民生、暖民心、顺民意 的工作做到群众的心坎上，走出一条具有中央媒体平台特色的健康中国、爱国卫生运动新型服务之路，不断提升人民群众的健康获得感和生活幸福感。 在健康管理站区域，智慧中医脉诊 ...

"健康是促进人的全面发展的必然要求，是经济社会发展的基础条件。" 《健康中国2030规划纲要》的发布，标志着我国卫生健康事业的顶层设计，已从以"治病为中心"的传统 模式，向以"人民健康为中心"的全新格局发生深刻转变。"预防为主，关口前移"不仅成为国家战略的核 心方针，更对我国预防医学体系的广度、深度与效率提出了前所未有的高要求。 在这一宏大背景下，以专业健康体检机构为代表的社会力量，正日益成为国家公共卫生体系的协同力量 与重要补充，在推动"健康中国"蓝图从顶层设计走向全民实践的过程中，扮演着不可或缺的关键角色。 分流减压：优化医疗资源配置的"缓冲带" 长期以来，我国优质医疗资源高度集中于大型公立三甲医院，导致其"战时"与"平时"皆处于高负荷运转 状态，人满为患的现象成为常态。国家卫生健康委发布的《2023年我国卫生健康事业发展统计公报》显 示，全国医疗卫生机构总诊疗人次95.5亿。 更重要的是，市场竞争带来了服务模式的深刻变革。为了吸引并留住客户，专业机构在提升服务体验、 普及健康知识方面投入了巨大精力。 它们不仅提供科学、可信、高效、便捷的体检套餐，更引导公众根据不同年龄段进行个性化筛查，例如 年轻人侧重常 ...

8月26日，昆药集团盘中上涨2.14%，截至13:18，报14.79元/股，成交3.37亿元，换手率3.05%，总市值 111.96亿元。 资金流向方面，主力资金净流入111.25万元，特大单买入3176.69万元，占比9.44%，卖出2219.72万元， 占比6.59%；大单买入6662.41万元，占比19.79%，卖出7508.12万元，占比22.30%。 昆药集团今年以来股价跌4.89%，近5个交易日涨1.37%，近20日涨2.00%，近60日跌4.27%。 资料显示，昆药集团股份有限公司位于云南省昆明市国家高新技术产业开发区科医路166号，成立日期 1995年12月14日，上市日期2000年12月6日，公司主营业务涉及天然植物药的研发、生产销售及化学药 生产销售及医药流通。主营业务收入构成为：医药行业分部37.75%，药品批发分部34.45%，药品批发 分部:外购药品及医疗器械34.45%，其中:天然植物药系列26.73%，其中:化学合成药及日用保健品 4.26%，其中:其他4.04%，其中:外购药品及医疗器械2.72%，租赁收入0.02%。 机构持仓方面，截止2025年6月30日，昆药集团十大流通股 ...

2030年居民环境与健康素养水平达到25%及以上 多部门发布健康环境促进行动实施方案 近日，国家疾控局、国家发展改革委、工业和信息化部、国家卫生健康委等16个部门联合印发《健康中 国行动--健康环境促进行动实施方案(2025-2030年)》(以下简称实施方案)。实施方案的出台，旨在全面 推进美丽中国、健康中国建设，通过一系列有力举措，营造宜居绿色安全的健康环境，对我国居民的生 活和相关行业发展将产生深远影响。 明确目标 实施方案明确，实施健康优先发展战略，以保障人民健康为出发点，以解决损害群众健康突出环境问题 为重点，关注健康全过程，重视源头预防、问题导向和精准发力，推动将环境健康理念融入各领域政策 体系。 在目标设定方面，实施方案提出，到2030年，实现居民饮用水水质达标情况持续改善，居民环境与健康 素养水平达到25%及以上等两个结果性目标，以及倡导生活垃圾分类，倡导防治室内空气污染，倡导学 校、医院等人员密集场所定期开展应急演练，倡导提高自身健康防护意识和能力等4个倡导性指标。 与此同时，实施方案强调，将通过多种形式开展宣传教育活动，每三年组织开展一次全国居民生态环境 健康素养监测。鼓励公众在日常生活中践 ...

Investment Rating - The investment rating for JD Health is "Buy" with a target price not specified [5] Core Viewpoints - JD Health reported a significant increase in revenue and profitability for the first half of 2025, with total revenue reaching 35.3 billion yuan, a year-on-year growth of 24.5% [1] - The company's operating profit surged by 105.5% to 2.127 billion yuan, driven by improved gross margin and cost control [2] - The growth in product sales was primarily attributed to an increase in active user numbers and enhanced online penetration of pharmaceutical and health products [2] - The company has established a mature operational model integrating self-operated, online platform, and instant retail, which is expected to unlock long-term growth potential [3] - The application of AI technology in healthcare services is expected to accelerate the establishment of a closed-loop medical ecosystem [3] Summary by Sections Financial Performance - In H1 2025, JD Health achieved a revenue of 35.3 billion yuan, up from 28.3 billion yuan in the same period last year, marking a 24.5% increase [1] - The second quarter revenue was 18.6 billion yuan, reflecting a year-on-year growth of 23.67% [1] - Non-IFRS operating profit reached 2.483 billion yuan, a 56.7% increase year-on-year [1][2] - The gross profit increased by 32.7% to 8.9 billion yuan, with a net profit margin of 10.1% [2] Business Development - The sales of pharmaceutical and health products generated 29.3 billion yuan, accounting for 83% of total revenue, with a year-on-year growth of 22.7% [2] - The digital marketing service revenue grew by 34.4% to 6 billion yuan, driven by an increase in the number of advertisers [2] - The company has formed strategic partnerships with major pharmaceutical companies, enhancing its product offerings [2] Strategic Initiatives - JD Health has expanded its online pharmacy network to over 200,000 offline pharmacies and increased its user base for online medical insurance payments to nearly 200 million people [3] - The introduction of AI-driven services, such as AI doctors and pharmacists, has reached over 50 million users, indicating a significant penetration into healthcare services [3] - The company is well-positioned to capitalize on the "Healthy China" strategy, which is expected to further boost health demand [4]

Core Viewpoint - The article emphasizes the shift in public perception towards health management, moving from passive responses to proactive health management, aligning with the "Healthy China 2030" strategic framework [1] Group 1: Perfect Company's Initiatives - Perfect Company launched the "Perfect Vitality Renewal Plan" on August 20, inviting the public to embrace a new health lifestyle through scientific nutrition and healthy exercise [1][2] - The initiative aims to create a health social circle and provide comprehensive health management services, reflecting the evolving consumer demand for holistic health solutions [4] - The company has introduced nearly 300 SKUs of health products, offering personalized solutions to meet diverse consumer needs [6] Group 2: Community Engagement and Social Responsibility - Perfect Company collaborates with various foundations to promote the "Perfect Public Welfare Walking" project, encouraging public participation in sports and advocating for a healthier lifestyle [9] - The initiative combines sports with public welfare education, allowing participants to enjoy local culture while learning about health [9] - The company's new value proposition, "Common Growth, Perfect Life," reflects its commitment to social responsibility and creating an inclusive health ecosystem [9] Group 3: Future Directions and Innovations - Perfect Company aims to continue its focus on research and innovation in the health sector, leveraging media platforms to promote health education and management [11] - The company plans to accelerate the transformation of research outcomes into high-quality health products and services, enhancing community health levels [11] - The integration of scientific nutrition and exercise is positioned as a pathway for individuals to achieve their ideal health states [11]

Core Viewpoint - The digitalization of education is a crucial breakthrough for developing new advantages in education and enhancing public emergency rescue literacy in China [1][5] Group 1: Emergency Education Development - Emergency education is an essential component of health education in schools, aimed at improving national emergency rescue literacy [1] - The integration of digital and practical approaches is necessary for the high-quality development of emergency education [1][5] Group 2: Teacher Training - Building a qualified emergency education teacher workforce is key to improving education quality, with current shortages and uneven distribution across regions [2] - A collaborative approach involving local governments, medical institutions, and educational bodies is essential for establishing a robust emergency education teacher resource pool [2] - Utilizing advanced technologies such as AI and big data can enhance the precision and effectiveness of teacher training [2] Group 3: Practical Training Bases - Practical training bases are critical for translating emergency education theory into practice, with recent guidelines issued to enhance student health literacy and emergency response capabilities [3] - The establishment of training bases, such as those at Jiangsu Nursing Vocational College, includes various simulated emergency scenarios to meet educational and community needs [3] - The integration of virtual simulation technologies and intelligent devices is being emphasized to create a comprehensive emergency education platform [3] Group 4: Training Models - Effective training models are vital for improving emergency education quality, emphasizing the need for continuous learning and skill reinforcement [4] - The development of a hybrid training model that combines online and offline learning can overcome traditional limitations in emergency skills training [4] - Jiangsu Nursing Vocational College has implemented a smart platform for public emergency training, enhancing accessibility to emergency knowledge and skills [4] Group 5: Public Emergency Literacy - Enhancing public emergency literacy reflects the civilization level of a nation, with emergency education being a key pathway for improvement [5] - The integration of digital technologies in emergency education is essential for creating an accessible and comprehensive emergency education system [5]

Core Viewpoint - Health science popularization serves as a bridge connecting professional medical knowledge with public needs, playing a crucial role in enhancing national health literacy [1] Group 1: Project Launch and Objectives - The "People's Good Doctor Science Popularization Action Co-Creation Space Project" was launched in Beijing, aiming to build a team for health science popularization and improve the communication skills of health professionals [4] - The project is supported by the China Red Cross Foundation and China Resources Pharmaceutical Group, focusing on creating a standardized health science ecosystem [4][8] - The initiative aims to establish a high-quality expert team of 30 members over the next three years, targeting to cover over 10,000 doctors and create an authoritative science popularization database [8] Group 2: Policy and Strategic Importance - The "Healthy China Action (2019-2030)" prioritizes health knowledge dissemination as a major initiative, emphasizing the importance of health education and knowledge popularization [7] - Experts believe that health science popularization is foundational for advancing the Healthy China initiative, with the project being an innovative measure to promote accessible medical knowledge [7] Group 3: Expert Insights and Recommendations - Experts suggest building a reliable content production system, developing knowledge databases, and establishing review mechanisms to enhance the quality of health science content [7] - There is a call for integrating resources to strengthen grassroots doctors' science popularization capabilities, transforming clinical experiences into health guidance for the public [7][8] - The project encourages medical professionals to actively engage in health education and improve their science communication skills to produce high-quality health science content [8]

Group 1 - The core viewpoint emphasizes that ensuring people's health is a systematic project and a significant public sentiment initiative [1] - The implementation of "Internet + healthcare" has made medical services more convenient and user-friendly, reflecting the effectiveness of the Healthy China initiative [1] - Key statistics highlight improvements in public health, such as an increase in average life expectancy to 79 years and a stable basic medical insurance coverage rate of 95% [1] Group 2 - The importance of prioritizing people's health is reiterated, stating that modern development indicators are fundamentally linked to public health [1] - The commitment to "putting people's health at the center" is seen as a crucial support for the construction of Chinese-style modernization [1]