Group 1 - Jiangsu Province Urban Football League announced a new partnership with Kangyuan Pharmaceutical, a leading domestic traditional Chinese medicine innovation company [1][3] - The "Super League" now has a total of 26 sponsors, with Jiangsu Bank as the main sponsor and 8 strategic partners including Kangyuan Pharmaceutical [3] - The partnership reflects the diversification and inclusiveness of the "Super League" cooperation model, expanding from finance, automotive, and food industries to the pharmaceutical sector [5] Group 2 - Kangyuan Pharmaceutical is based in Lianyungang, Jiangsu, and is recognized for its innovation in traditional Chinese medicine, holding multiple national research platforms [5] - The company has received several prestigious awards, including one National Technology Invention Second Prize and three National Science and Technology Progress Second Prizes [5] - The increasing attention on the "Super League" is expected to enhance its profile in the sports culture sector, supported by partners like Kangyuan Pharmaceutical [5]

云南白药 20250627 摘要 云南白药 2024 年营收突破 400 亿元，同比增长 2.36%；归母净利润 47.49 亿元，同比增长 16%；扣非归母净利润增长 20.18%。2025 年 一季度营收 108.41 亿元，同比增长 0.62%；归母净利润同比增长 13.67%，扣非归母净利润同比增长 11.65%，整体业绩稳健增长。 药品事业部 2024 年收入 69.24 亿元，增长 11.8%，其中云南白药气雾 剂销售额突破 21 亿元，增长 26%。健康品事业部营收 65.26 亿元，增 长 1.6%，口腔护理及防脱洗护领域保持领先。中草药资源收入 17.51 亿元，增长 3.13%，成本下降 3,000 万元。医疗器械和滋补保健品部 门分别增长 61%和 101%。 云南白药在研贴膏剂项目包括三七片、氟比洛芬贴膏、洛索洛芬凝胶贴 膏和云南白药新型橡胶贴膏，已获 4 项专利。三七片完成二期临床入组， 固本膏准备三期临床。 云南白药创新药研发聚焦核药领域，INR101（前列腺癌诊断）已完成 三期临床首例患者入组，INR102（前列腺癌治疗）完成首次人体临床 试验，并积极推进后续试验。 Q&A 云南 ...

微创外科行业专题 20260629 摘要 创新药板块是医药行业亮点，基本面强劲，标的扩散且行情持续。近期 回调属正常调整，受短期涨幅过快和市场谣言扰动影响，但长期发展趋 势不变，调整后或迎来第二次上涨。 医疗设备板块基本面持续环比改善，预计三季度同比显著改善。重点关 注高端医学影像设备、人工智能医疗器械、医用机器人等领域，推荐迈 瑞、联影、奥华、开利、祥生等公司。 原料药板块整体行情看好，存量品种价格触底，产能利用率提升。三大 成长点包括专利到期新品种、制剂一体化业务和成本领先型 CDMO。天 宇股份等公司业绩逐步验证超预期表现。 中药板块预计下半年环比向好，受益于业绩基数下降和中药材采购成本 下降。推荐华润三九、马应龙、康缘和天士力等企业，这些企业估值普 遍在 15 倍左右，与稳健增长预期相匹配。 线下零售药店关店速度或将提升，但头部集中度将提升。线上渠道对线 下替代率长期看仍会持续提升，由医保改革及巨头加码驱动。看好京东 健康，建议线下药房进行门店调整升级。 Q&A 今年医药行业的整体表现如何？哪些板块表现较好？ 今年医药行业整体表现不佳，在 31 个一级行业中排名第 23。相对表现较好的 主要集中在创新 ...

截至2025年6月27日收盘，太极集团(600129)报收于21.22元，下跌0.52%，换手率1.49%，成交量8.31万 手，成交额1.77亿元。 董秘最新回复 董秘： 您好，感谢对公司的关注！公司实际控制人已作出承诺，通过包括但不限于资产置换、资产出 售、设立合资企业、变更主营业务、资产注入、委托管理等方式，逐步解决同业竞争问题；并承诺尽最 大努力不新增同业竞争，公平、公正地对待旗下控股企业。公司严格按照《上海证券交易所股票上市规 则》的要求履行信息披露义务，相关情况敬请关注公司发布的公告。 当日关注点 交易信息汇总：6月27日主力资金净流出1881.39万元，占总成交额10.64%。 交易信息汇总 投资者： 公司从上证180调到380现在更是从中证500剔除到中证1000，2024年至今更是中药板块倒数第 一，整个央企上市公司倒数第一，市场倒数前五十名，下跌整整两年多，涨幅更是连ST都不如，请问 现如今的管理团队有何作为 董秘： 您好，感谢对公司的关注！公司紧紧围绕"两聚焦、两创新，做强做优中药大品种"的战略目 标，以科技创新培育新质生产力，以营销创新促进业绩恢复性增长，坚持规范运作，全面深化改革，完 ...

Core Insights - The company reported a revenue of 2.704 billion yuan in 2024, a year-on-year decline of 13.84%, and a net profit attributable to shareholders of 438 million yuan, down 7.3% year-on-year, while the non-net profit increased significantly by 1365.5% to 403 million yuan due to increased revenue and profit from the pharmaceutical industrial sector and a decrease in overall expenses [1] Group 1: Pharmaceutical Industrial Sector - The company's core products include cardiovascular drugs and respiratory disease medications, with higher demand observed in the first and fourth quarters due to seasonal factors [2] - In Q1 2024, there was a significant increase in the demand for respiratory disease medications due to a surge in viral flu cases, alongside a rise in cardiovascular drug demand during the spring [2] Group 2: Pharmaceutical Commercial Sector - The pharmaceutical commercial sector faced revenue impacts due to the increasing number and amount of products subject to national centralized procurement, leading to price reductions [3] - Hospitals are actively reducing procurement scales and amounts in response to ongoing medical reforms, resulting in decreased delivery orders for the company [3] Group 3: Traditional Chinese Medicine Trade Sector - The company anticipates a significant price correction in traditional Chinese medicine after a period of price increases, leading to a strategic reduction in non-productive trade activities to mitigate high-level risks [3] - In Q2, the company increased revenue by strategically selling part of its inventory of traditional Chinese medicine in anticipation of a price decline in the latter half of the year [3]

Group 1 - The collaboration between Qingdao and Gansu's Dingxi and Longnan cities has resulted in significant agricultural development, including the establishment of blueberry greenhouses and the introduction of high-value crops like water bamboo [1][2] - Qingdao has sent 113 officials and 2,735 specialized talents to support agricultural projects, coordinating procurement and sales worth 95.91 billion yuan, and facilitating 320 industrial cooperation projects with 59.4 billion yuan in actual funds [1] - The "dry to wet" project in Longnan has transformed barren land into productive rice fields, with expected yields of 10,000 yuan per mu, significantly increasing local income and employment opportunities [2][3] Group 2 - Qingdao's investment of 1.01 billion yuan in the Longnan mushroom industry park aims to create a full industrial chain, benefiting nearly 1,000 farmers and generating an average income increase of over 3,000 yuan per household [3][4] - The potato industry in Dingxi has seen improvements in yield from 2,000 jin to 8,500 jin per mu through irrigation and modern agricultural practices, with plans to invest over 40 million yuan annually for standardized base construction [4][5] - The establishment of the "Dingxi Wide Noodle" brand and the introduction of new technologies are enhancing product quality and market presence, contributing to local economic growth [5] Group 3 - Qingdao has invested 43 million yuan in the oil olive industry in Longnan, establishing a modern agricultural industrial park and introducing multiple projects to enhance the local processing industry [6] - The introduction of the Tiancheng Pharmaceutical project in Dingxi, with a total investment of 1.43 billion yuan, is expected to generate an annual output value of around 2 billion yuan and create approximately 600 jobs [7][8] - The collaboration has also focused on developing a supply chain for traditional Chinese medicine, enhancing the value of local medicinal herbs through modern processing techniques [9] Group 4 - The establishment of the "Qingding Smart Valley" incubator aims to transform technological achievements from Qingdao into local enterprises, with over 70% of registered companies being technology-based [9] - The introduction of a 500 million yuan AI platform project is expected to create a digital industry cluster worth over 1 billion yuan, positioning Dingxi as a significant computing power hub in Gansu [9]

公司公告汇总：济川药业每股现金红利2.09元，股权登记日为2025年6月27日。 公司公告汇总：要约收购价格由26.93元/股调整为24.85元/股，调整日期为2025年6月30日。 公司公告汇总：回购价格上限由不超过48元/股调整为不超过45.92元/股，调整起始日期为2025年6 月30日。 A股每股现金红利2.09元。 股权登记日为2025年6月27日，除权（息）日及现金红利发放日均为2025年6月30日。 差异化分红送转：是。 因实施2024年年度权益分派，要约收购价格由26.93元/股调整为24.85元/股，调整日期为2025年6 月30日。 利润分配方案经2025年5月16日的2024年年度股东大会审议通过，发放年度为2024年年度。 分派对象为截至股权登记日下午上海证券交易所收市后在中国结算上海分公司登记在册的本公司 全体股东。 回购专用账户中的股份以及拟回购注销的限制性股票不参与此次利润分配。 以919349675股为基数，向全体股东每10股派发现金股利人民币20.9元（含税），共计派发现金红 利1921440820.75元。 无限售条件流通股的红利委托中国结算上海分公司派发。 对于持有无限售 ...

Core Viewpoint - The article outlines the management system for fund transactions between Beijing Tongrentang Co., Ltd. and its controlling shareholders, actual controllers, and other related parties, aiming to prevent fund occupation and protect investors' rights [1][2]. Group 1: Regulations on Fund Transactions - The company establishes a system to regulate fund transactions with controlling shareholders and related parties to prevent fund occupation and ensure compliance with legal requirements [1][2]. - All fund transactions between the company and its controlling shareholders, actual controllers, and related parties are subject to this system [1][2]. - The controlling shareholders and actual controllers have a duty of good faith towards the company and its public shareholders, and must not harm their interests through various means [1][2]. Group 2: Prohibited Actions - The controlling shareholders and related parties are prohibited from occupying company funds in any form, including through temporary occupation or small amounts in multiple batches [3]. - The company must not provide funds directly or indirectly to controlling shareholders or related parties for various expenses or loans without proper justification [2][3]. - Any transactions with controlling shareholders must comply with the company's decision-making procedures and information disclosure obligations [3][4]. Group 3: Financial Oversight and Accountability - The company's financial department must strictly adhere to relevant regulations when handling payments related to controlling shareholders and related parties [4]. - The registered accountants must provide a special report on any fund occupation by controlling shareholders during the annual audit [4]. - The company must conduct self-inspections regarding fund transactions and take corrective actions if any violations are found [4][5]. Group 4: Asset Settlement and Compliance - Funds occupied by controlling shareholders should generally be repaid in cash, with strict controls on non-cash asset settlements [5]. - Any non-cash assets used for repayment must meet specific criteria and undergo evaluation by qualified intermediaries [5]. - The company must ensure that any asset settlement proposals are approved by the shareholders' meeting, with related party shareholders abstaining from voting [5][6]. Group 5: Legal and Regulatory Compliance - If controlling shareholders have occupied company funds or engaged in illegal guarantees before transferring control, they must return the funds and resolve any violations [6]. - Violations of this system by the company or its executives may result in administrative penalties or criminal liability [6]. - The system will be revised as necessary to comply with future legal changes, and the board of directors is responsible for its interpretation [6].

北京同仁堂股份有限公司 累积投票制实施细则 第一章 总 则 第一条 为进一步完善北京同仁堂股份有限公司（以下简称公司）法人 治理制度，维护中小股东的合法权益，根据《中华人民共和国公司法》《中华 人民共和国证券法》 《上市公司治理准则》 《上海证券交易所股票上市规则》 （以 下简称《上市规则》）、上海证券交易所上市公司自律监管指引、《北京同仁堂 股份有限公司章程》 （以下简称《公司章程》）及其他有关法律、法规、规范性 文件之规定，制定本细则。 第二条 本细则所称的累积投票制是指股东会选举董事时，每一股份拥 有与应选董事人数相同的表决权，股东拥有的表决权可以集中使用。董事会应 当向股东公告候选董事的简历和基本情况。 第三条 董事的选举，应当充分反映中小股东意见。股东会就选举董事 进行表决时，应当采取累积投票制。 第四条 本细则所称董事包括非独立董事和独立董事，职工民主选举的 职工代表董事不适用于本细则的相关规定。 第二章 累积投票制的投票原则 第五条 当符合任职资格的候选人多于应选人数时，实行差额选举。 第六条 股东会对董事候选人进行表决前，股东会主持人应明确告知与 会股东实行累积投票方式选举董事，公司须制备适合 ...

Core Points - The document outlines the external investment management measures of Beijing Tongrentang Co., Ltd. to regulate investment activities, enhance legal benefits, and reduce risks [1] - The external investment refers to the company's activities aimed at obtaining future returns through monetary funds, equity, and other legally permissible assets [1] - The management structure for external investments includes the shareholders' meeting as the highest decision-making body, with the board of directors and management responsible for investment decisions [2][3] Chapter Summaries Chapter 1: General Principles - The purpose of the external investment management measures is to ensure compliance with laws and regulations, align with national industrial policies, and enhance the company's core competitiveness [1] - The measures apply to the company and its subsidiaries [1] Chapter 2: Organizational Management - The shareholders' meeting is the highest decision-making body for external investments, while the board of directors and management handle specific investment decisions [2] - A dedicated external investment management department is established to execute and implement investment projects [2] Chapter 3: Authority and Approval - A strict review and decision-making process is established for external investments, requiring approval from the board of directors and shareholders for major projects [3][4] - Related party transactions must follow additional approval procedures [3] Chapter 4: Investment Management - The investment management process includes five stages: screening, project initiation, review, implementation, and post-investment management [4] - Investment projects must align with national laws and company policies, and a project initiation report must be submitted for approval [5] Chapter 5: Transfer and Recovery of Investments - The company can recover investments under specific circumstances, such as project completion or bankruptcy [7] - Investment transfers are permitted if projects deviate from the company's strategic direction or show continuous losses [8] Chapter 6: Information Disclosure - The company must adhere to legal obligations for information disclosure regarding investment activities [9] - Subsidiaries are required to appoint a liaison for communication with the board regarding investment disclosures [9] Chapter 7: Supplementary Provisions - Any matters not covered by these measures will follow national laws and regulations [9] - The board of directors is responsible for interpreting these measures, which take effect upon approval by the shareholders' meeting [9]