证券日报网讯一心堂（002727）11月26日在互动平台回答投资者提问时表示，公司在海南门店正常经 营，目前暂无重大变化，后续也会依据市场情况，动态调整公司经营管理模式。 ...

（文章来源：证券日报） 证券日报网讯一心堂11月26日在互动平台回答投资者提问时表示，公司目前主要还是以全面提升综合竞 争力为主，强化现有零售、分销、中药、医养业务，并持续在各已开设零售门店的区域提升服务和竞争 能力，最终达到综合提升公司经营质量的目的。 ...

股东高管密集减持 11月16日，益丰药房发布了高级管理人员减持股份计划公告。公司副总裁王永辉和副总裁肖再祥拟通过集中竞价的交易方式减持公司股份（合计减持数量 不超过21.39万股），原因标注为"自身资金需求"。 今年以来，益丰药房高管减持行为频繁显现。 表面看，这只是一次常规的高管个人财务安排，却难以摆脱市场对其背后动机的审视。尤其是在公司近一年来股东与高管频繁减持的背景下，这一动作愈 发显得意味深长。 文/每日财报 南黎 今年以来，益丰药房高管减持行为频繁显现。 1月4日，公司副总裁张朝旭通过集中竞价交易的方式累计减持公司股份 2.02万股，占公司总股本的0.0017%；5月23日，公司执行总裁高佑成、助理总裁 颜俊分别减持5.04万股、2.29万股，分别占总股本0.0042%、0.0019%。 事实上，近年来，益丰药房控股股东及高管减持较为频繁。尤为引人关注的是，8月6日晚，益丰药房发布公告：控股股东宁波梅山保税港区厚信创业投资 合伙企业及其一致行动人益之丰、益仁堂，在短短两天内通过大宗交易减持2424.8万股，占公司总股本2%，套现约5.55亿元。减持消息一经披露，次日公 司股价应声下挫2.2%，收于2 ...

证券日报网讯 11月24日晚间，漱玉平民发布公告称，公司及合并报表范围内各级子公司无逾期担保， 无涉及诉讼的担保事项，不存在因担保被判决败诉而应承担损失的情形。 （文章来源：证券日报） ...

（文章来源：每日经济新闻） 每经AI快讯，有投资者在投资者互动平台提问：目前公司在海南有多少门店？ 一心堂（002727.SZ）11月24日在投资者互动平台表示，截至2025年9月30日，公司在海南省内有门店 555家。 ...

Core Points - The company, Shuyupingmin, announced the approval of a proposal to sell repurchased shares during the fourth board meeting on November 18, 2025 [2] - The sale will involve a maximum of 2,988,788 shares, representing 0.74% of the company's total share capital [2] - The sale will be conducted through centralized bidding and will take place within six months starting from December 10, 2025, to June 9, 2026, excluding periods prohibited by regulations [2] Summary by Sections - **Announcement Details** - The company disclosed the decision to sell repurchased shares as per the usage agreement outlined in the repurchase report published on February 22, 2024 [2] - The sale price will be determined based on the secondary market price [2] - **Regulatory Compliance** - The sale will adhere to the regulations set forth by the China Securities Regulatory Commission and the Shenzhen Stock Exchange regarding the prohibition of sales [2]

Core Viewpoint - The company has approved a plan to sell repurchased shares, which aligns with its previously disclosed intentions regarding the use of repurchased shares [1] Group 1: Share Repurchase and Sale - The company will sell up to 2,988,788 repurchased shares, representing 0.74% of its total share capital [1] - The sale will be conducted through a centralized bidding process and will take place within six months from the announcement date, specifically from December 10, 2025, to June 9, 2026, excluding any periods prohibited by regulations [1] - The selling price of the repurchased shares will be determined based on the secondary market price [1]

Group 1 - The number of listed companies disclosing data is steadily increasing, indicating the maturation of China's nutrition and health industry [1] - Jiyuan Group shows considerable growth potential for HMB [1] - Minsheng Health is promoting stable growth in its mineral business through the synergy of online and offline channels [1] Group 2 - The third-quarter reports of seven major listed chain pharmacies have been released, revealing that Dazhenlin, Yifeng Pharmacy, Shuyapingmin, and Huaren Health achieved both revenue and net profit growth, while Laobaixing, Yixintang, and Jianzhijia experienced declines in both metrics [1] - The overall expansion speed of chain pharmacies has noticeably slowed, with a shift in focus from scale expansion to quality improvement and efficiency [1] - Specific performance data for the seven listed chain pharmacies for the first three quarters of the year includes: - Dazhenlin: Revenue of 20.068 billion, up 1.71%; Net profit of 1.081 billion, up 25.97% - Yifeng Pharmacy: Revenue of 17.286 billion, up 0.39%; Net profit of 1.225 billion, up 10.27% - Laobaixing: Revenue of 16.07 billion, down 1%; Net profit of 529 million, down 16.11% - Yixintang: Revenue of 13.001 billion, down 4.33%; Net profit of 269 million, down 8.17% - Jianzhijia: Revenue of 6.549 billion, down 2.80%; Net profit of 101 million, down 0.20% - Shuyapingmin: Revenue of 7.446 billion, up 5.19%; Net profit of 1.09 billion, up 927.37% - Huaren Health: Revenue of 3.892 billion, up 19.06%; Net profit of 157 million, up 45.21% [1] Group 3 - The trademark dispute involving Tongrentang is expected to come to an end as the acquisition of Tianjin Tongrentang Group's shares by Beijing Tongrentang Group has entered the acceptance stage, allowing Beijing Tongrentang to hold 60% of Tianjin Tongrentang [2] Group 4 - Six stores of Laobaixing in Loudi, Hunan Province were penalized for insurance fraud, where they switched health products for insurance-covered medications, leading to a fine and the revocation of their insurance service agreements [3]

Core Viewpoint - The performance of seven listed chain pharmacies in the third quarter of this year shows a mixed picture, with some achieving growth in both revenue and net profit, while others experienced declines. The overall trend indicates a slowdown in store expansion and a focus on improving quality and efficiency in the industry [1][12]. Revenue and Profit Summary - Dazhenglin reported revenue of 20.068 billion yuan, a year-on-year increase of 1.71%, and a net profit of 1.081 billion yuan, up 25.97% [2][3]. - Yifeng Pharmacy achieved revenue of 17.286 billion yuan, a slight increase of 0.39%, with a net profit of 1.225 billion yuan, growing by 10.27% [2][3]. - Laobaixing's revenue decreased by 1% to 16.07 billion yuan, with a net profit of 529 million yuan, down 16.11%, the largest decline among the seven pharmacies [2][4]. - Yixin Tang's revenue was 13.001 billion yuan, down 4.33%, and net profit was 269 million yuan, down 8.17% [2][4]. - Jianzhijia reported revenue of 6.549 billion yuan, a decrease of 2.8%, and net profit of 101 million yuan, down 0.2% [2][5]. - Shuyupingmin achieved revenue of 7.446 billion yuan, up 5.19%, and net profit of 109 million yuan, a significant increase of 927.37% [2][6]. - Huaren Health, listed in March 2023, reported revenue of 3.892 billion yuan, a growth of 19.06%, and net profit of 157 million yuan, up 45.21% [2][6]. Store Expansion and Market Trends - The rapid expansion of chain pharmacies has slowed, with many companies pausing new store openings. The total number of pharmacies in the country decreased by 0.5% in the third quarter of 2024, marking the first quarterly decline in recent years [7][8]. - Dazhenglin had 16,833 stores by the end of the reporting period, with a significant number of closures [8][10]. - Laobaixing had 15,492 stores, closing 304 and opening 756, while Yifeng Pharmacy had 14,666 stores, closing 440 [9][10]. - Yixin Tang closed more stores than it opened, with 430 closures and only 288 new stores [9][10]. - Shuyupingmin made strategic acquisitions, adding 754 stores in its core market of Shandong, while Huaren Health also expanded its store count through new openings and acquisitions [11][12]. Industry Challenges and Adjustments - The industry is facing multiple pressures, including regulatory changes and increased competition, leading to a decline in profitability for many chain pharmacies. Companies are focusing on closing underperforming stores and improving operational efficiency [12]. - The shift towards online and offline integration is expected to accelerate, with larger listed chains likely to benefit from increased market concentration [12].

Core Insights - The performance of seven listed chain pharmacies in the third quarter of this year shows a mixed picture, with some achieving growth in both revenue and net profit, while others experienced declines [1][3][4]. Revenue and Profit Performance - Dazhenlin reported a revenue of 20.068 billion yuan, a year-on-year increase of 1.71%, and a net profit of 1.081 billion yuan, up 25.97% [2][3]. - Yifeng Pharmacy achieved a revenue of 17.286 billion yuan, a slight increase of 0.39%, and a net profit of 1.225 billion yuan, growing by 10.27% [2][3]. - Laobaixing's revenue decreased by 1% to 16.07 billion yuan, with a net profit of 529 million yuan, down 16.11%, the largest decline among the seven pharmacies [2][4]. - Yixin Tang's revenue was 13.001 billion yuan, down 4.33%, and net profit was 269 million yuan, down 8.17% [2][4]. - Jianzhijia reported a revenue of 6.549 billion yuan, a decrease of 2.8%, and a net profit of 101 million yuan, down 0.2% [2][5]. - Shuyupingmin achieved a revenue of 7.446 billion yuan, up 5.19%, and a net profit of 109 million yuan, a significant increase of 927.37% [2][6]. - Huaren Health, listed in March 2023, reported a revenue of 3.892 billion yuan, a growth of 19.06%, and a net profit of 157 million yuan, up 45.21% [2][6]. Store Expansion Trends - The rapid expansion of chain pharmacies has slowed down, with many companies pausing new store openings and focusing on improving efficiency [1][7]. - The total number of pharmacies in the country decreased by 0.5% in the third quarter of 2024, marking the first quarterly decline in recent years [7]. - Dazhenlin had 16,833 stores by the end of the reporting period, with a net increase of only 152 self-built stores and no new acquisitions [8][12]. - Laobaixing had 15,492 stores, closing 304 and opening 756, with a significant portion being franchise stores [9][12]. - Yifeng Pharmacy had 14,666 stores, closing 440 and opening 422, including franchises [10][12]. - Yixin Tang closed 430 stores while opening only 288, indicating a contraction in its store network [11][12]. - Shuyupingmin, however, expanded through acquisitions, adding 754 stores in the Shandong region [13][14]. Industry Challenges and Adjustments - The industry is facing multiple pressures, including regulatory changes and increased competition, leading to a decline in profitability for many pharmacies [15]. - Companies are focusing on closing underperforming stores and improving operational efficiency as part of their strategic adjustments [15].