机构持仓方面，截止2025年9月30日，开开实业十大流通股东中，招商证券(香港)有限公司位居第三大 流通股东，持股113.11万股，持股数量较上期不变。BOCI SECURITIES LIMITED位居第七大流通股 东，持股86.27万股，持股数量较上期不变。中证上海国企ETF（510810）位居第八大流通股东，持股 78.75万股，相比上期减少16.42万股。 资料显示，上海开开实业股份有限公司位于上海市静安区昌平路678号一楼，成立日期1997年8月4日， 上市日期2001年2月28日，公司主营业务涉及以中医药流通、中医药学服务(中医问诊服务)和服装批 发、零售为主营业务。主营业务收入构成为：批发类74.48%，零售类18.18%，卫生服务类4.42%，租赁 类1.77%，其他1.14%。 开开实业所属申万行业为：医药生物-医药商业-医药流通。所属概念板块包括：医药电商、中药、生物 医药、首发经济、SPD概念等。 截至9月30日，开开实业股东户数3.37万，较上期减少7.03%；人均流通股0股，较上期增加0.00%。2025 年1月-9月，开开实业实现营业收入8.25亿元，同比增长10.76%；归母净利润 ...

今年2月法院立案、3月公司首次披露子公司涉案；时隔九个月，信邦制药（002390.SZ）于12月10日公告称，母公司亦因涉嫌单位行贿被移送检察机关审 查起诉。公告同步贴出两份司法文书—《审查起诉阶段委托辩护人/申请法律援助告知书》《犯罪嫌疑人诉讼权利义务告知书》，不过核心内容只有：检 察机关已正式收到监察委员会对信邦制药"单位行贿案"的移送起诉材料，而具体行贿细节仍未披露。 （公告截图：信邦制药官方网站） 这笔交易对安怀略而言是一次完美的资本跃迁。他不仅通过交易获得了信邦制药的大量股份，成为重要股东，更顺势进入上市公司核心层，于2014年被聘 为总经理，并在2016年8月接替张观福出任董事长。这次并购，也被视为安怀略父女日后成为公司实控人的起点。然而，这条捷径布满了荆棘。随着王小 林在反腐风暴中落马，涉案金额高达1.5亿余元，当年交易中的权钱细节被曝光，火苗迅速从子公司科开医药蔓延至上市公司信邦制药本身。2025年12月 10日，信邦制药公告称，公司自身也因涉嫌单位行贿罪被检察机关审查起诉。 这是信邦制药2010年登陆深交所主板以来，第一次以"犯罪嫌疑人"身份出现在官方文书里；也是A股医药板块在2025年迎来 ...

每经记者｜林姿辰 甄素静 每经编辑｜程鹏 廖丹 12月31日，由国家医保局牵头开展的长达3个多月的"回流药"严打战接近尾声。 过去一年，"国家医保局"微信公众号里，与"回流药"有关的文章超过50篇。"开展倒卖医保回流药问题全面治理"，在国家医保局开展医保基金管理突出问 题专项整治"百日行动"中处于首位，足见这一问题得到的重视。 近日，《每日经济新闻》记者采访药店人士、医药流通领域专家发现，大多数药店老板开始对回流药避之不及，市场上的回流药越来越少。记者同时也注 意到，在不断升级的监控体系下，医保套现中介仍在"见缝插针"，网上投诉回流药的帖子仍在更新。为何还有漏网之鱼？消费者网购买到回流药该如何维 权？ 多部门整治倒卖回流药乱象 药店老板开始害怕了 今年1月，《每日经济新闻》刊发《慢性病患者网购的处方药涉嫌多次销售 专家：电商平台是"回流药"重灾区》，揭秘药贩子通过唆使患者以医保价格多 开药、回收多余药品，再经小药店、诊所、民营医院或网络平台销售，形成长期利益链条。 今年以来，国家医保局打击倒卖回流药的手段越发严厉，大多数药店老板对回流药避之不及。据在深圳经营多家药店的黄先生观察，今年以来，无论是线 下实体店还 ...

Core Insights - The company has completed a new board election, marking a new development phase with a focus on enhancing sales margins, ensuring asset security, improving financing channels, and optimizing capital returns [1] - The company is transitioning from scale expansion to a profound transformation focused on quality and efficiency, demonstrating clear strategic vision and strong execution [1] Financial Performance - In the first three quarters of 2025, the company achieved operating revenue of 21.513 billion yuan, with significant investment gains of approximately 878 million yuan from the disposal of non-core and inefficient assets [1] - The overall cash flow remains robust, with positive operating cash flow per share, supporting strategic transformation and ongoing operations [1] Business Segments - The company focuses on three core sectors: pharmaceutical distribution, pharmaceutical manufacturing, and pharmaceutical research and development [2] - The pharmaceutical distribution segment has shown significant improvement, with medical device agency business generating revenue of 4.986 billion yuan in the first half of 2025, becoming a key growth driver [2] - The pharmaceutical manufacturing segment, while smaller in revenue, has a high profit potential with a gross margin of 36.14% in the first half of 2025, crucial for optimizing profit structure [2] Innovation and R&D - The company invested 31.68 million yuan in R&D in the first three quarters of 2025, with positive progress in its R&D pipeline, including the completion of Phase I clinical trials for the innovative drug HW130 injection [2] - The management emphasizes a focus on profitability, planning to exit low-margin businesses and concentrate resources on high-value areas to enhance overall profitability and asset return levels [2] Governance and Sustainability - The company has revised 26 internal management systems and improved the operation mechanism of committees led by independent directors, reinforcing internal controls and shareholder return systems [3] - Under the new board's leadership, the company is steadily advancing along the path of focusing on core business and enhancing quality and efficiency, injecting strong momentum for future development [3]

Core Viewpoint - The company, Haiwang Bio (000078), announced the transfer of 100% equity of Henan Dongsen from its subsidiary, Henan Haiwang Group, to Henan Huicheng for a price of 248.0079 million yuan, aiming to optimize its asset and business structure [1] Group 1 - The equity transfer will result in Henan Huicheng holding 100% of Henan Dongsen, and Henan Haiwang Group will no longer hold any equity in Henan Dongsen [1] - Following the completion of the transfer, Henan Dongsen will no longer be a subsidiary within the company's consolidated scope [1] - The transfer is part of the company's strategy to focus on core business development and overall strategic implementation in the pharmaceutical distribution sector [1] Group 2 - The purpose of the equity transfer is to release trapped resources, reduce overall operational management costs, and improve the asset-liability structure [1] - The company aims to concentrate resources on high-margin businesses such as medical devices and pharmaceutical manufacturing [1] - This move is aligned with the company's long-term strategic planning to enhance sustainable operations and healthy development capabilities [1]

12月31日，嘉事堂盘中下跌2.05%，截至13:20，报14.36元/股，成交5557.14万元，换手率1.32%，总市 值41.89亿元。 嘉事堂今年以来股价涨12.63%，近5个交易日跌5.71%，近20日跌7.24%，近60日涨4.28%。 分红方面，嘉事堂A股上市后累计派现8.74亿元。近三年，累计派现2.16亿元。 今年以来嘉事堂已经1次登上龙虎榜，最近一次登上龙虎榜为5月8日，当日龙虎榜净买入-5345.21万 元；买入总计3524.90万元 ，占总成交额比6.51%；卖出总计8870.11万元 ，占总成交额比16.37%。 责任编辑：小浪快报 资料显示，嘉事堂药业股份有限公司位于北京市海淀区昆明湖南路11号1号楼，成立日期1997年4月22 日，上市日期2010年8月18日，公司主营业务涉及以医药批发、零售为主营业务模式的医药商业经营。 主营业务收入构成为：商业收入100.00%。 嘉事堂所属申万行业为：医药生物-医药商业-医药流通。所属概念板块包括：医药电商、证金汇金、医 疗器械、小盘、冷链物流等。 资金流向方面，主力资金净流出902.34万元，特大单买入0.00元，占比0.00%，卖出42 ...

Core Viewpoint - 九州通 has successfully completed the restructuring investment plan for Aoyuan Meigu, acquiring its core assets for 706 million yuan, marking a strategic entry into the medical beauty sector [1][2][4] Group 1: Company Overview - Aoyuan Meigu, established in 1993 and formerly known as Hubei Jinhui, transitioned into the medical beauty industry after being acquired by Aoyuan Group in 2020 [2] - The company primarily focuses on bio-based fibers and medical beauty services, operating two high-end medical beauty hospitals with over 330,000 members and 80,000 active members annually [2] - In 2024, Aoyuan Meigu's medical beauty business is projected to generate 624 million yuan in revenue, accounting for 57% of total revenue [2] Group 2: Financial and Operational Challenges - Aoyuan Meigu has faced continuous operating losses and a debt crisis, leading to its stock being marked with "delisting risk warning" in 2023 [2] - The company was unable to repay due debts, prompting creditors to apply for restructuring in November 2024, which was approved by the court in December [3][4] Group 3: Strategic Implications for 九州通 - 九州通, as a leading private pharmaceutical distribution company, has built a comprehensive supply chain service platform and has been involved in the medical beauty sector for over 10 years [5][6] - The acquisition of Aoyuan Meigu allows 九州通 to establish a full-chain layout from upstream procurement to downstream service terminals, enhancing its competitive edge [6][7] - The domestic medical beauty market has surpassed 300 billion yuan, with an annual growth rate exceeding 18%, presenting significant opportunities for 九州通 to leverage its supply chain and improve profitability [6][7]

证券日报网讯12月30日，人民同泰（600829）在互动平台回答投资者提问时表示，公司为区域性医药流 通企业，主营业务涵盖医药批发业务、医药零售业务、医药物流服务及医疗服务。 ...

12月29日，英特集团盘中下跌3.65%，截至09:35，报12.39元/股，成交6809.69万元，换手率1.66%，总 市值65.45亿元。 资金流向方面，主力资金净流出333.77万元，特大单买入165.22万元，占比2.43%，卖出118.23万元，占 比1.74%；大单买入665.37万元，占比9.77%，卖出1046.13万元，占比15.36%。 英特集团今年以来股价涨20.68%，近5个交易日跌2.36%，近20日涨2.99%，近60日涨11.72%。 分红方面，英特集团A股上市后累计派现5.32亿元。近三年，累计派现4.23亿元。 机构持仓方面，截止2025年9月30日，英特集团十大流通股东中，香港中央结算有限公司位居第六大流 通股东，持股189.63万股，相比上期增加19.04万股。金元顺安元启灵活配置混合（004685）退出十大流 通股东之列。 责任编辑：小浪快报 英特集团所属申万行业为：医药生物-医药商业-医药流通。所属概念板块包括：医疗美容、国资改革、 小盘、冷链物流、医疗器械等。 资料显示，浙江英特集团股份有限公司位于浙江省杭州市拱墅区上塘街道臻创巷198号英特药谷运营中 心，成立日 ...

塞力医疗所属申万行业为：医药生物-医药商业-医药流通。所属概念板块包括：养老产业、智慧医疗、 医疗器械、互联医疗、小盘等。 截至12月10日，塞力医疗股东户数7.04万，较上期减少11.22%；人均流通股2986股，较上期增加 12.64%。2025年1月-9月，塞力医疗实现营业收入8.57亿元，同比减少39.64%；归母净利润-8724.41万 元，同比减少55.72%。 12月26日，塞力医疗（维权）盘中下跌2.04%，截至11:18，报21.57元/股，成交1.72亿元，换手率 3.76%，总市值45.34亿元。 资金流向方面，主力资金净流出1764.15万元，特大单买入116.19万元，占比0.68%，卖出0.00元，占比 0.00%；大单买入1194.36万元，占比6.95%，卖出3074.70万元，占比17.90%。 塞力医疗今年以来股价涨198.75%，近5个交易日跌3.66%，近20日跌0.09%，近60日跌21.39%。 今年以来塞力医疗已经37次登上龙虎榜，最近一次登上龙虎榜为8月26日，当日龙虎榜净买入1.46亿 元；买入总计4.89亿元 ，占总成交额比18.85%；卖出总计3.43亿元 ...