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健之佳分析师会议-20250829
Dong Jian Yan Bao· 2025-08-29 14:53
Report Information - Reported Company: Jianzhijia [17] - Industry: Pharmaceutical Commerce [2] - Research Date: August 29, 2025 [17] Core Views - The company is facing difficulties in obtaining medical insurance qualifications for newly opened stores, but is actively communicating with regulatory authorities. It is reducing its reliance on medical insurance and expanding non - medical insurance business, with the medical insurance settlement ratio dropping to 40% in H1 2025, a 4% year - on - year decrease [24]. - Through category adjustment, the company has achieved certain results. The proportion of prescription drug revenue structure decreased by 2.31%, while non - prescription drugs increased by 1.77%, and non - drug revenue structure increased by 0.55%. Inventory value decreased by 599 million yuan [24]. - The company's online business has been profitable for a long time. In H1 2025, the online platform's total operating income was 1,318,588,700 yuan, a 13.13% year - on - year increase, and the operating ratio increased from 25.99% to 29.59% [26]. Summary by Directory 01. Research Basic Situation - Research Object: Jianzhijia [17] - Industry: Pharmaceutical Commerce [17] - Reception Time: 2025 - 08 - 29 [17] - Reception Personnel: Chairman and General Manager Lan Bo, Financial Controller and Board Secretary Li Heng, Independent Director Guan Yunhong [17] 02. Detailed Research Institutions - Institutions: Investors and others [20] 03. Research Institution Proportion - No relevant content provided 04. Main Content Data - **Category Structure Change**: Newly opened stores in some areas have difficulties in obtaining medical insurance qualifications. The company is actively communicating with regulatory authorities. In H1 2025, the medical insurance settlement ratio was 40%, a 4% year - on - year decrease. The proportion of prescription drug revenue structure decreased by 2.31%, non - prescription drugs increased by 1.77%, and non - drug revenue structure increased by 0.55%. Inventory value decreased by 599 million yuan [24]. - **Online Business**: The company's online business has been profitable for a long time. In H1 2025, the online platform's total operating income was 1,318,588,700 yuan, a 13.13% year - on - year increase, and the operating ratio increased from 25.99% to 29.59% [26].
华人健康:关于完成工商变更登记并换发营业执照的公告
证券日报网讯 8月29日晚间,华人健康发布公告称,公司已于2025年8月29日完成工商变更登记及《公 司章程》的备案手续,并取得合肥市市场监督管理局换发的《营业执照》。变更后注册地址为安徽省合 肥市包河区河北路123号。 (编辑 李家琪) ...
南京医药:2025年半年度归属于上市公司股东的净利润为291276712.36元
证券日报网讯 8月29日晚间,南京医药发布公告称,2025年半年度公司实现营业收入27,967,411, 701.62元,同比增长2.70%;归属于上市公司股东的净利润为291,276,712.36元,同比下降6.44%。 (编辑 何成浩) ...
嘉事堂(002462.SZ)发布上半年业绩,归母净利润1.07亿元,下降36.24%
智通财经网· 2025-08-29 12:45
Core Viewpoint - The company reported a significant decline in both revenue and net profit for the first half of 2025 compared to the previous year [1] Financial Performance - The company's operating revenue for the first half of 2025 was 9.699 billion yuan, representing a year-on-year decrease of 24.45% [1] - The net profit attributable to shareholders of the listed company was 107 million yuan, down 36.24% year-on-year [1] - The net profit attributable to shareholders after deducting non-recurring gains and losses was 96.2624 million yuan, a decrease of 9.84% year-on-year [1] - The basic earnings per share were 0.37 yuan [1]
国药一致(000028.SZ)发布上半年业绩,归母净利润6.66亿元,同比下降10.43%
Zheng Quan Zhi Xing· 2025-08-29 12:38
Group 1 - The core viewpoint of the article is that Guoyao Yicai (000028.SZ) reported a decline in both revenue and net profit for the first half of 2025, indicating potential challenges in its financial performance [1] - The company achieved operating revenue of 36.797 billion yuan, a year-on-year decrease of 2.62% [1] - The net profit attributable to shareholders was 666 million yuan, reflecting a year-on-year decline of 10.43% [1] - The net profit attributable to shareholders after deducting non-recurring gains and losses was 643 million yuan, down 9.63% year-on-year [1] - The basic earnings per share were reported at 1.2 yuan [1]
南京医药:第十届董事会第三次会议决议公告
Zheng Quan Ri Bao· 2025-08-29 11:52
(文章来源:证券日报) 证券日报网讯 8月29日晚间,南京医药发布公告称,公司第十届董事会第三次会议审议通过了《南京医 药股份有限公司2025年半年度报告》及其摘要等多项议案。 ...
南京医药发布半年度业绩,归母净利润2.91亿元,同比下降6.44%
智通财经网· 2025-08-29 11:25
智通财经APP讯,南京医药(600713.SH)披露2025年半年度报告,报告期公司实现营收279.67亿元,同比 增长2.70%;归母净利润2.91亿元,同比下降6.44%;扣非净利润2.62亿元,同比下降14.08%;基本每股收益 0.222元。公司拟向全体股东每10股派发现金红利1.70元(含税)。 ...
南京医药(600713.SH)发布半年度业绩,归母净利润2.91亿元,同比下降6.44%
Zheng Quan Zhi Xing· 2025-08-29 11:22
(原标题:南京医药(600713.SH)发布半年度业绩,归母净利润2.91亿元,同比下降6.44%) 智通财经APP讯,南京医药(600713.SH)披露2025年半年度报告,报告期公司实现营收279.67亿元,同比 增长2.70%;归母净利润2.91亿元,同比下降6.44%;扣非净利润2.62亿元,同比下降14.08%;基本每股收益 0.222元。公司拟向全体股东每10股派发现金红利1.70元(含税)。 ...
嘉事堂(002462.SZ):上半年净利润1.07亿元 同比下降36.24%
Ge Long Hui A P P· 2025-08-29 11:07
Group 1 - The company, Jia Shi Tang, reported a revenue of 9.699 billion yuan for the first half of 2025, representing a year-on-year decrease of 24.45% [1] - The net profit attributable to shareholders of the listed company was 107 million yuan, down 36.24% year-on-year [1] - The net profit attributable to shareholders after deducting non-recurring gains and losses was 96.2624 million yuan, a year-on-year decline of 9.84% [1] - The basic earnings per share were 0.37 yuan [1]
嘉事堂:上半年归母净利润1.07亿元,同比下降36.24%
Xin Lang Cai Jing· 2025-08-29 11:07
嘉事堂8月29日披露半年报,公司上半年实现营业收入96.99亿元,同比下降24.45%;归属于上市公司股 东的净利润1.07亿元,同比下降36.24%;基本每股收益0.37元。 ...