格隆汇8月28日丨益丰药房(603939.SH)公告称，益丰药房发布2025年半年度报告，2025年上半年营业收 入为117.22亿元，同比下降0.35%；公司实现归属于母公司净利润8.8亿元，同比增长10.32%。公司拟以 权益分派股权登记日的总股本为基数，向全体股东每股派发现金红利0.30元（含税）。 ...

董事会秘书负责办理上市公司内幕信息知情人的登记入档和报送事宜，证 券事务部为公司内幕信息的管理、登记、披露及备案的日常工作部门。董事长 与董事会秘书应当对内幕信息知情人档案的真实、准确和完整签署书面确认意 见。 第三条 公司的董事、高级管理人员和公司的各部门、子公司及相关人员 都应配合做好内幕信息的登记备案工作，并采取必要措施，在内幕信息公开前 将该信息的内幕知情人范围控制在最小范围内。 老百姓大药房连锁股份有限公司 内幕信息知情人登记管理制度 （二〇二五年八月二十五日，第五届董事会第十次会议审议通过） 第一章 总则 第一条 为规范老百姓大药房连锁股份有限公司（以下简称"公司"）的内 幕信息管理，加强内幕信息保密工作，维护信息披露公开、公平、公正的原则， 防范内幕信息泄露及内幕信息交易，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》《上市公司信息披露管理办法》《上海证券交 易所股票上市规则》《上市公司监管指引第5号——上市公司内幕信息知情人登记 管理制度》《上海证券交易所上市公司自律监管指引第2号——信息披露事务管理》 等有关法律、法规、以及《公司章程》的规定，特制定本制度。 第二 ...

（一）审议通过《关于公司<2025 年半年度报告>及其摘要的议案》 监事会认为： 证券代码：603883 证券简称：老百姓 公告编号：2025-039 老百姓大药房连锁股份有限公司 本公司监事会及全体监事保证本公告内容不存在任何虚假 记载、误导性陈述或者重大遗漏，并对其内容的真实性、准确 性和完整性承担法律责任。 一、监事会会议召开情况 老百姓大药房连锁股份有限公司（以下简称"公司"）于 2025 年 8 月 15 日 发出召开第五届监事会第七次会议的通知，会议于 2025 年 8 月 25 日以现场表 决的方式召开。会议应参与表决的监事 3 名，实际参与表决的监事 3 名。本次 会议经过了适当的通知程序，会议程序符合《公司法》等有关法律法规及《公 司章程》的规定，会议及通过的决议合法有效。 二、监事会会议审议情况 会议审议并通过了如下议案： （1）公司2025年半年度报告编制和审议符合法律、法规、《公司章程》和 公司内部管理制度的规定。 （2）半年度报告的内容和格式符合中国证监会和上海证券交易所的有关规 定和要求，所包含的半年度报告能全面、真实地反映公司2025年半年度经营和 财务管理状况。 （3）未发现参 ...

Group 1 - The retail sales in Macau for Q2 2025 amounted to MOP 15.97 billion, reflecting a year-on-year decline of 1.4%, which is a significant improvement from the Q1 decline of 15.0% [1] - Key retail sectors showed recovery in Q2, with adult clothing and department stores recording year-on-year growth of 2.7% and 1.9% respectively, while declines in leather goods (-4.4%) and cosmetics and hygiene products (-3.6%) slowed compared to Q1 [1] - For the first half of the year, retail sales totaled MOP 33.55 billion, down 9.0% year-on-year, with leather goods and cosmetics experiencing declines of 15.8% and 14.3% respectively, while pharmacies and automobiles saw increases of 4.5% and 3.6% [1] Group 2 - According to retail merchants' opinions, 54.7% expect Q3 sales volume to be similar to the same period last year, while 40.0% anticipate a decrease, and 5.3% expect an increase [2] - A significant 76.0% of merchants predict that Q3 sales prices will remain at last year's levels, with 18.1% expecting a price drop and 5.9% anticipating a price increase [2]

Group 1 - The core viewpoint of the articles highlights the financial struggles of the company, with significant losses and a mass exit of investors, including the founding team who profited substantially from their investments [1][2] - The company reported a net profit loss of 189 million yuan in 2024, marking a year-on-year decline of 241.9%, which is its first annual loss since going public [2] - The company has accelerated store closures, with 119 stores shut down in the first quarter of 2025, surpassing the total for the entire year of 2024, and daily sales per square meter have decreased by 12% compared to 2021 [2] Group 2 - The company has faced a significant decline in its operational environment, with the number of stores increasing from under 300 in 2016 to 9,035 in 2024, but now facing challenges due to shrinking personal accounts in medical insurance and a decrease in purchasing power [2] - The company attempted to manipulate financial results by extending depreciation periods to create a profit of 27.45 million yuan, raising concerns among investors about the sustainability of its business model [2] - The industry is undergoing a harsh consolidation phase, with the departure of the founding team leaving behind operational burdens and prompting a reevaluation of the previously aggressive expansion strategy [2]

| 序号 | | 股东名称 | | --- | --- | --- | | | | 北京茶寿国际健康管理有限公司 茶寿 | | | | 国际 大股东 | | 1 | = | + 南威软件股份有限公司 | | | 级 股 东 | + 北京市铄安企业管理中心(有限合伙) | | 2 | + | macare 泉州玛珂迩妇产医院有限公司 | 企查查APP显示，近日，泉州茶寿云方大药房有限公司成立，法定代表人为谢钱灵，经营范围包含：药品零售；药品互联网信息服务；卫生用品和一次性使 用医疗用品销售等。企查查股权穿透显示，该公司由南威软件（603636）旗下北京茶寿国际健康管理有限公司、泉州玛珂迩妇产医院有限公司共同持股。 | 企章查 | 泉州茶寿云方大药房有限公司 | | (x) 查一下 | | --- | --- | --- | --- | | 基本信息 9 | 法律诉讼 | 经营风险 | 经营信息 | | 法定代表人 ① | 谢钱灵 【გ 关联企业 5 | 登记状态 | 存续（在营、开业、 | | | | 注册资本 | 50万元 | | 组织机构代码 | MAET4G31-1 | 工商注册号 | 350503110 ...

老百姓大药房连锁股份有限公司发布公告，控股股东老百姓医药集团有限公司提前终止减持计划。减持 计划实施前，医药集团持有公司股份198,564,175股，占总股本26.12%。2025年5月7日，公司披露减持 计划，医药集团拟减持不超22,802,868股（不超3%）。6月20日至7月30日，医药集团通过集中竞价和大 宗交易合计减持18,110,700股，占总股本2.38%，减持总金额340,973,023元，减持价格区间17.60 - 21.55 元/股。截至公告日，医药集团持有公司股份180,453,475股，占比23.74%，其与一致行动人陈秀兰合计 持股比例降至25.53%。 ...

Group 1 - The board meeting of Yifeng Pharmacy Chain Co., Ltd. was held on August 14, 2025, with all nine directors present and no dissenting votes [1][2] - The board unanimously approved all agenda items during the meeting, indicating strong consensus among the directors [1][2] - The company plans to apply for a bank credit limit for its wholly-owned subsidiary, Hubei Yifeng Pharmacy Chain Co., Ltd., with the credit limit being subject to bank approval and available for revolving use [2] Group 2 - The meeting was convened by Chairman Gao Yi and followed legal and regulatory procedures, ensuring the validity of the resolutions made [1] - The decision to waive the notice period for the board meeting was made due to the urgency of the matters being discussed [1] - The proposal for bank credit will be submitted for shareholder approval in the upcoming meeting [2]

Group 1 - The company Yifeng Pharmacy Chain Co., Ltd. has announced that its board has approved a proposal for its wholly-owned subsidiary, Hubei Yifeng Pharmacy Chain Co., Ltd., to apply for a comprehensive credit limit of up to 300 million yuan from a bank [1]

Investment Rating - The report maintains an optimistic outlook on the pharmaceutical industry, particularly for 2025, suggesting a potential for diverse investment opportunities as the sector is currently undervalued [9]. Core Insights - The brain-computer interface (BCI) market is expected to grow significantly, with a projected global market size of $7.63 billion by 2029, reflecting a CAGR of 25.2% from 2023 to 2029 [21]. - The Chinese BCI market is anticipated to reach 10.5 billion yuan by 2029, with a CAGR of 35.5% from 2023 to 2029 [21]. - The report highlights the increasing support from national and local policies aimed at accelerating the development of the BCI industry, including funding for research and standardization efforts [20]. Summary by Sections Market Overview - The BCI technology is categorized into invasive, semi-invasive, and non-invasive types, with non-invasive BCI currently dominating the market, accounting for 78% of the global market share [17][14]. - The medical sector is identified as the primary application area for BCI technology, with over 60% of the market demand coming from healthcare applications [17]. Industry Events - The report outlines various supportive policies from the government, including the establishment of a standardization committee for BCI technology and specific pricing guidelines for BCI-related medical services [18][19]. Company Analysis - Several companies are highlighted for their advancements in the BCI field, including: - **Xiangyu Medical**: Focused on rehabilitation BCIs with a wide range of product configurations and a strong R&D pipeline [30]. - **Chengyi Tong**: Engaged in both invasive and non-invasive BCI technologies, with recent product launches aimed at the consumer market [30]. - **Weisi Medical**: Specializes in non-invasive BCIs and has a robust patent portfolio related to BCI technologies [31]. - **Milan De**: Develops brain-machine interface systems for rehabilitation, integrating advanced technologies for neurological disorders [32]. Investment Opportunities - The report suggests that the BCI industry is still in its early stages in China, with significant growth potential as competition remains limited [24]. - The pharmaceutical sector is advised to focus on innovative drugs and medical devices, with a recommendation to invest in companies with strong R&D capabilities and market positioning [9][33].