8月19日，合富中国今日收盘7.25元，上涨2.55%，滚动市盈率PE（当前股价与前四季度每股收益总和的 比值）达到199.97倍，总市值28.86亿元。 从行业市盈率排名来看，公司所处的医药商业行业市盈率平均42.14倍，行业中值30.04倍，合富中国排 名第27位。 截至2025年一季报，共有2家机构持仓合富中国，其中基金2家，合计持股数56.00万股，持股市值0.04亿 元。 合富(中国)医疗科技股份有限公司的主营业务是以体外诊断相关的医疗设备及其耗材为主的国际贸易、 售后服务，贸易代理，医院信息管理系统的咨询服务以及相关配套服务。公司的主要产品是体外诊断产 品集约化业务、医疗产品流通。 最新一期业绩显示，2025年一季报，公司实现营业收入1.76亿元，同比-26.35%；净利润-6001192.11 元，同比-184.13%，销售毛利率16.71%。 序号股票简称PE(TTM)PE(静)市净率总市值(元)13合富中国199.97104.692.4828.86亿行业平均 42.1433.462.17114.73亿行业中值30.0426.311.5765.31亿1柳药集团8.838.590.9573.48 ...

智通财经APP获悉，香港联交所最新资料显示，8月13日，贝莱德增持国药控股(01099)5.9164万股，每 股作价19.2592港元，总金额约为113.95万港元。增持后最新持股数目约为6713.37万股，最新持股比例 为5%。 ...

北京商报讯（记者 丁宁）8月19日晚间，健民集团（600976）披露2025年半年报显示，公司上半年实现 的营业收入为18.05亿元，同比下降10.2%；归属净利润为2.21亿元，同比下降7.83%。 健民集团表示，本期营业收入同比下降10.2%，其中医药工业收入增长23.07%，医药商业收入下降 37.82%。医药商业收入下降主要是公司持续优化下属商业子公司业务结构，逐步收缩了部分低毛低效 的业务，导致医药商业板块业务收入有所下降，但公司医药商业板块加大创新性业务如医院SPD业务等 的拓展，业务结构得到持续优化。医药商业板块对公司利润贡献有限，收入的下降对利润的影响不大。 ...

第一医药表示，公司利润总额、归属净利润、基本每股收益、稀释每股收益、加权平均净资产收益率同 比下降主要是上年同期公司及子公司收到房屋征收补偿款。 北京商报讯（记者 丁宁）8月19日晚间，第一医药（600833）发布2025年半年报显示，公司上半年实现 营业收入9.97亿元，同比增长11.58%；归属净利润1402.42万元，同比下降89.19%。 ...

证券日报网讯达嘉维康（301126）8月19日在互动平台回答投资者提问时表示，截至2025年8月8日，公 司股东人数为19805户。 ...

Group 1 - The core index of the China Securities Index for Food and Major Consumer Goods Retail has shown a 2.25% increase over the past month and a 2.31% increase over the past three months, while it has decreased by 1.96% year-to-date [1] - The index is composed of listed companies in the food and drug retail sector, reflecting the overall performance of these companies, with a base date of December 31, 2004, set at 1000.0 points [1] - The top ten weighted companies in the index include Shenzhou Digital (7.19%), Yonghui Supermarket (6.23%), Shanghai Pharmaceuticals (4.53%), and Yifeng Pharmacy (4.13%) [1] Group 2 - The market segments represented in the index include 51.91% from the Shanghai Stock Exchange and 48.09% from the Shenzhen Stock Exchange [1] - The industry composition of the index shows that pharmaceutical commerce accounts for 43.93%, specialized retail for 21.21%, supermarkets and convenience stores for 20.32%, and department stores for 14.54% [2] - The index samples are adjusted biannually, with adjustments occurring on the next trading day after the second Friday of June and December [2]

Core Insights - Baiyunshan's revenue and net profit for the first half of 2025 were 41.835 billion yuan and 2.516 billion yuan, reflecting year-on-year changes of 1.93% and -1.31% respectively, primarily due to insufficient demand, intensified industry competition, and policy impacts [1][3] - The company's stock price experienced fluctuations, closing at 27.43 yuan per share on August 18, 2025, with a market capitalization of 44.6 billion yuan [1] - The three main segments, Traditional Chinese Medicine (大南药), Health Products (大健康), and Commercial (大商业), reported revenues of 5.241 billion yuan, 7.023 billion yuan, and 29 billion yuan, with year-on-year changes of -15.23%, 7.42%, and 4.25% respectively [1][2] Segment Performance - The Traditional Chinese Medicine segment saw a significant revenue decline of 15.23%, with a gross margin of 49.71%, which decreased by 0.02 percentage points [2] - The Health Products segment experienced a revenue increase of 7.42%, with a gross margin of 44.67%, up by 1.69 percentage points [2] - The Commercial segment's revenue grew by 4.25%, but its gross margin fell to 6.13%, down by 0.26 percentage points [2] Product Insights - The flagship product, Jin Ge (金戈), generated sales of 1.052 billion yuan in 2022, accounting for 10.31% of the Traditional Chinese Medicine segment's revenue [5] - Jin Ge's sales declined by 20% in 2024 to 1.034 billion yuan, with a 13.17% drop in volume and a 49.78% increase in inventory, attributed to increased competition and changes in promotional strategies [5][8] - Baiyunshan is developing new products to support growth, including two newer male health medications, but their current market impact is limited due to high competition [8] Market Trends - The health beverage market, particularly for Wanglaoji (王老吉), has seen a slowdown, with market growth rates dropping from 15% to below 10% from 2012 to 2017, and an 18% decline in 2018 [9] - Baiyunshan is expanding Wanglaoji's international presence, with significant growth in overseas markets, which have increased 6.5 times over the past decade [9] - The company is adjusting its sales strategies for new products to stabilize revenue streams and reduce seasonal fluctuations [10] Financial Health - Baiyunshan's accounts receivable stood at 18.468 billion yuan, representing over 20% of total assets, with a collection period of 68.24 days, slightly improved from the previous year [13]

从资金流向上来看，当日医药商业板块主力资金净流入4.72亿元，游资资金净流出2.9亿元，散户资金净 流出1.82亿元。医药商业板块个股资金流向见下表： 证券之星消息，8月19日医药商业板块较上一交易日上涨0.63%，塞力医疗领涨。当日上证指数报收于 3727.29，下跌0.02%。深证成指报收于11821.63，下跌0.12%。医药商业板块个股涨跌见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | | --- | --- | --- | --- | --- | --- | --- | | 603716 | 塞力医疗 | 31.40 | 5.12% | 61.67万 | | 19.77亿 | | 301408 | 华人健康 | 15.41 | 3.98% | 24.10万 | | 3.67亿 | | 301126 | 达嘉维康 | 13.24 | 3.36% | 19.13万 | | 2.54亿 | | 600538 | 国发股份 | 6.28 | 2.95% | 19.80万 | | 1.22亿 | | 603122 | 合富中国 | 7.25 | 2.55% | ...

人民财讯8月19日电，第一医药(600833)8月19日晚间披露2025年半年报，公司上半年实现营业收入9.97 亿元，同比增长11.58%；归母净利润为1402.42万元，同比下降89.19%。基本每股收益0.0629元。报告 期内，归属于上市公司股东的净利润等同比下降主要是上年同期公司及子公司收到房屋征收补偿款。 ...

格隆汇8月19日丨第一医药（维权）(600833.SH)公布2025年半年度报告，报告期实现营业收入9.96亿 元，同比增长11.58%；归属于上市公司股东的净利润1402.42万元，同比下降89.19%；归属于上市公司 股东的扣除非经常性损益的净利润901.2万元，同比增长24.58%；基本每股收益0.0629元。 ...