医药商业

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国药一致:公司仍然以药品和大健康品类为主
Zheng Quan Ri Bao Zhi Sheng· 2025-09-03 09:17
Core Viewpoint - The company emphasizes its commitment to the pharmaceutical and health products sector, focusing on high-margin proprietary brands and leveraging the brand effect of the China National Pharmaceutical Group [1] Group 1: Company Strategy - The company continues to focus on the health sector, particularly in response to the significant impact of policy adjustments on traditional pharmaceuticals [1] - The company plans to adjust its product offerings by expanding its proprietary products based on patient needs [1] Group 2: Supply Chain and Collaboration - The company aims to enhance its supply chain efficiency through increased collaboration with manufacturers and improved logistics [1] - The company will emphasize related products within the China National Pharmaceutical Group's system to strengthen its market position [1]
国药一致:公司将会更多考虑长期稳健发展
Zheng Quan Ri Bao Zhi Sheng· 2025-09-03 09:09
Group 1 - The company announced on September 3 that there are differences in distribution business between the Guangxi and Guangdong regions [1] - In the Guangxi market, the company is gradually narrowing the gap with major competitors and is confident in further increasing market share [1] - The competition in Guangdong is more intense, with a larger market size, and the company plans to focus more on operational quality rather than short-term revenue differences [1] Group 2 - The company emphasizes the importance of long-term stable development, ensuring sufficient cash flow and profit support [1]
国药一致:公司会继续加大麻精资质的获取资格
Zheng Quan Ri Bao Zhi Sheng· 2025-09-03 09:09
Core Viewpoint - The company, China National Pharmaceutical Group Corporation (Sinopharm), announced on September 3 that it will continue to enhance its qualifications for obtaining narcotic and psychotropic substances [1] Group 1 - The company will increase its efforts in acquiring qualifications for narcotic and psychotropic substances [1] - The internal collaboration of narcotic and psychotropic product resources and national distribution platforms within the group will be strengthened [1] - The company aims to continuously introduce better product varieties to enhance coverage [1]
国药一致:公司逐步改善成本和费用方面的问题
Zheng Quan Ri Bao Zhi Sheng· 2025-09-03 09:09
Core Viewpoint - The company is gradually improving its cost and expense management through investments in automation and IT systems to enhance work efficiency and reduce labor costs [1] Group 1 - The company announced on September 3 that it is making progress in managing costs and expenses [1] - Investments in automated equipment and IT systems are contributing to increased work efficiency [1] - In the first half of the year, the company achieved certain savings in sales and management expenses, partly due to the application of information systems and digitalization [1]
国药一致:公司在等级医院覆盖方面,专门成立管理中心以提升公司在创新药产品进入医院的准入能力
Zheng Quan Ri Bao Zhi Sheng· 2025-09-03 09:09
(编辑 袁冠琳) 证券日报网讯 国药一致9月3日发布公告,在公司回答调研者提问时表示,公司首先保持传统业务的优 势地位,如集采品种。同时加大与厂家,尤其是创新药企的合作。公司在等级医院覆盖方面,专门成立 管理中心以提升公司在创新药产品进入医院的准入能力,能够提供全方位服务,吸引创新药企业与公司 有更多的合作。 ...
国药一致:国大药房目前强调稳健和提质增效,短期不太会有并购计划
Zheng Quan Ri Bao Zhi Sheng· 2025-09-03 09:09
(编辑 袁冠琳) 证券日报网讯 国药一致9月3日发布公告,在公司回答调研者提问时表示,国大药房目前强调稳健和提 质增效,短期不太会有并购计划,会把重点放在现有店铺经营能力的提升方面。未来行业进入稳定阶 段,不排除再进行扩张的可能。 ...
国药一致:公司每年对商誉进行减值测试
Zheng Quan Ri Bao Zhi Sheng· 2025-09-03 09:09
(编辑 袁冠琳) 证券日报网讯 国药一致9月3日发布公告,在公司回答调研者提问时表示,根据企业会计准则和公司会 计政策的相关规定,公司每年对商誉进行减值测试,并根据减值测试结果确定是否需计提减值,如实反 映商誉资产价值。截至目前情况相对稳定,具体结果有待下半年测试后再行考量。 ...
国药一致:公司会结合现金的实际情况进行分红
Zheng Quan Ri Bao Zhi Sheng· 2025-09-03 09:09
(编辑 袁冠琳) 证券日报网讯 国药一致9月3日发布公告,在公司回答调研者提问时表示,公司去年年初制定了三年的 分红承诺,即不低于20%派息率,但今年已经做到超过30%。从长远来看,公司会结合现金的实际情况 进行分红,也会在经营条件允许的范围内给投资者合理回报,总体不会低于20%。 ...
国药一致:公司对分销的整体预期是与去年基本持平
Zheng Quan Ri Bao Zhi Sheng· 2025-09-03 09:09
(编辑 袁冠琳) 证券日报网讯 国药一致9月3日发布公告,在公司回答调研者提问时表示,公司对分销的整体预期是与 去年基本持平。集采扩面、支付改革对利润率的压力客观存在,但集采商品的回款周期将会缩短。此 外,公司有效填补缺口的模式是国产和进口新药的上市速度变快,医保也给予适当通路。同时,公司也 在持续推动医院的SPD项目的推广,目前成效较好。 ...
国药一致:上半年经营活动现金流同比大幅下降的原因
Zheng Quan Ri Bao Zhi Sheng· 2025-09-03 09:09
Core Viewpoint - The company reported a significant decline in operating cash flow for the first half of the year, primarily due to extended payment terms in its distribution business and negative sales growth in Guoda Pharmacy [1] Group 1 - The operating cash flow decreased year-on-year, indicating potential liquidity issues for the company [1] - Extended payment terms in the distribution business have negatively impacted cash flow [1] - Guoda Pharmacy experienced a decline in sales revenue, contributing to reduced positive cash flow [1]