格隆汇8月11日丨药易购(300937.SZ)公布2025年半年度报告，上半年公司实现营业收入21.57亿元，同比 下降3.06%；归属于上市公司股东的净利润-761.44万元；归属于上市公司股东的扣除非经常性损益的净 利润-832.31万元；基本每股收益-0.08元。 ...

Group 1 - The board meeting of Sichuan Hezhong Yaoyigou Pharmaceutical Co., Ltd. was held on August 10, 2025, via communication voting, with all 9 directors present [1] - The board approved the preparation of the company's 2025 semi-annual report and its summary, ensuring the report accurately reflects the company's actual situation without any false records or misleading statements [1][2] - The voting results for the proposal were unanimous, with 9 votes in favor, 0 against, and 0 abstentions [2] Group 2 - The notice for the board meeting was communicated to all directors on July 31, 2025, through written and telephone methods [1] - The meeting was convened and presided over by Chairman Chen Shunjun, with senior management in attendance [1] - The proposal was reviewed and approved by the company's board audit committee prior to the board meeting [2]

Core Viewpoint - The company has announced the provision for impairment losses and the termination of recognition of certain deferred tax assets for the first half of 2025, reflecting a cautious approach in financial reporting and compliance with accounting standards [1][9]. Summary by Sections Impairment Provision Reasons and Overview - The company conducted impairment tests on various assets, including accounts receivable, goodwill, and inventory, resulting in a total impairment loss of 19,070,523.37 yuan for the first half of 2025, which includes credit impairment losses of 12,660,591.75 yuan and asset impairment losses of 6,409,931.62 yuan [1][2]. Details of Impairment Provision - The breakdown of the impairment provision is as follows: - Asset impairment losses: 6,409,931.62 yuan - Inventory write-down and contract performance cost impairment: 1,410,781.34 yuan - Goodwill impairment: 4,999,150.28 yuan - Credit impairment losses: 12,660,591.75 yuan - Bad debt loss on accounts receivable: 12,407,850.04 yuan - Bad debt loss on other receivables: 452,741.71 yuan - The impairment loss on accounts receivable exceeds 30% of the company's audited net profit for the last fiscal year, with an absolute amount greater than 10 million yuan [2][9]. Recognition Standards and Methods for Impairment - The company estimates the provision for bad debts based on credit risk characteristics and historical loss experience, applying different methods for accounts receivable, other receivables, and inventory [3][5][6]. Termination of Deferred Tax Assets - The company’s subsidiary, Sichuan Hezhong Yaoyigou Health Home Pharmacy Chain Co., Ltd., recognized a deferred tax asset of 4,084,055.73 yuan due to deductible losses. However, due to insufficient taxable income expected in the future, this amount was reversed, leading to a decrease in net profit attributable to the parent company by 2,164,549.54 yuan [8][9]. Impact of Impairment Provision and Deferred Tax Asset Termination - The impairment provision and the termination of deferred tax assets are expected to reduce the company's consolidated profit for the first half of 2025 and decrease the equity attributable to shareholders [9]. Reasonableness of the Impairment Provision and Deferred Tax Asset Termination - The actions taken by the company align with accounting standards and reflect a prudent approach, ensuring a fair representation of the company's financial status and asset values as of June 30, 2025 [9].

Core Viewpoint - Sichuan Hezhong Pharmaceutical Co., Ltd. is involved in various financial transactions with related parties, including non-operating fund occupation and operating fund exchanges, which may impact its financial health and operational efficiency [1][2][3]. Financial Transactions - The company has recorded significant amounts in accounts receivable, with figures reaching 2,146.89 million RMB and 2,516.26 million RMB in different periods, indicating a substantial volume of sales transactions [6]. - Other receivables from related parties include amounts such as 24.93 million RMB and 28.44 million RMB, reflecting ongoing financial interactions with associated enterprises [2][3]. Related Party Transactions - The company has engaged in various transactions with its controlling shareholders and affiliated enterprises, which include significant amounts in prepayments and accounts receivable, such as 81.35 million RMB and 397.26 million RMB respectively [3][6]. - The financial dealings with related parties also include operational services and rental agreements, which are essential for the company's business model [2][3]. Management and Governance - The company is under the leadership of Li Yanfei as the legal representative, with Zheng De as the head of accounting, indicating a structured management approach [6]. - Chen Shunjun, who has held key positions within the company, is set to transition to the role of chairman and general manager by July 30, 2025, which may influence future strategic directions [6].

北京商报讯（记者 丁宁）8月11日晚间，北大医药（000788）发布公告称，近日，公司总办会经研究、 评估子公司北京北医医药有限公司（以下简称"北医医药"）的经营现状，认为北医医药近年来的主营业 务长期高度依赖于与国际医院的业务合作，在5月与国际医院终止业务合作后，自6月以来主营业务已基 本中止，其与国际医院的业务合作事项进入交接收尾阶段。由于北医医药截止目前始终未能寻找到同类 型业务，因此可能面临主营业务全面中止、人员分流、企业转型的风险。 北大医药表示，目前，公司正在努力探索北医医药转型的新方向，以促使北医医药能够逐步走出困境， 但转型方向的探索尚存在不确定性。若北医医药未能寻找到有效转型方向或不能转型成功，则仍可能面 临关停并转的风险。同时，受北医医药原主营业务全面中止影响，公司自2026年起也将可能面临营业收 入和净利润存在大幅下降，生产经营存在一定压力的风险。公司将积极寻找新的业务增长点，努力提升 经营业绩以弥补因与国际医院业务终止导致的收入和利润减少，以维护广大投资者特别是中小投资者的 利益。 北大医药表示，上述事项预计将导致公司自6月起至2025年年末可能面临销售收入减少约6亿元（约占公 司最近 ...

8月11日，合富中国今日收盘7.37元，上涨1.52%，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203.28倍，创100天以来新低，总市值29.34亿元。 合富(中国)医疗科技股份有限公司的主营业务是从事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，从事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203.28106.422.5229.34亿行业平均 44.6733.972.17114.97亿行业中值30.0626.841.5964.97亿1柳药集团8.748.510.9472.72亿2九州通 9.2110.801.02270.78亿3鹭燕医药10.179.801.0533.88亿4国药股份11.3111.311.29226.12亿5英特集团 11.4211.291.2759.34 ...

（文章来源：证券日报） 证券日报网讯 8月11日晚间，南京医药发布公告称，2025年8月7日，公司在全国银行间市场发行了2025 年度第七期超短期融资券，发行总额为5亿元。 ...

珍宝岛（SH 603567，收盘价：12.97元）8月11日晚间发布公告称，为满足全资子公司黑龙江珍宝岛医 药贸易有限公司（以下简称黑医贸）的银行融资需要，公司拟为黑医贸的银行融资提供总计不超过人民 币4亿元连带责任担保，担保额度的有效期为自公司2025年第二次临时股东会审议通过之日起至公司 2025年年度股东会召开之日止。 （文章来源：每日经济新闻） 2024年1至12月份，珍宝岛的营业收入构成为：医药工业占比87.78%，医药商业占比11.13%，其他业务 占比1.09%。 ...

每经头条（nbdtoutiao）——人形机器人撕掉"花瓶"标签还要多久？亿元大单"破冰"，商业化元年终于 来了！ （记者 张喜威） 截至发稿，同仁堂市值为502亿元。 每经AI快讯，同仁堂（SH 600085，收盘价：36.61元）8月11日晚间发布公告称，公司第十届第十二次 董事会会议于2025年8月11日在公司会议室以现场结合通讯会议方式召开。会议审议了《关于选举公司 第十届董事会董事长的议案》等文件。 2024年1至12月份，同仁堂的营业收入构成为：医药工业占比64.05%，医药商业占比60.39%，其他行业 占比0.68%，其他业务占比0.59%，抵销占比-25.71%。 ...

中国医药健康产业股份有限公司 独立董事制度 （2025 年 8 月修订） 第一章 总则 第一条为保证中国医药健康产业股份有限公司（以下简 称"公司"）规范运作，充分发挥独立董事在公司治理中的 作用，促进独立董事尽责履职，更好地维护中小股东利益， 根据《中华人民共和国公司法》 （以下简称"《公司法》" ）《中 华人民共和国证券法》 《上市公司独立董事管理办法》 （以下 简称" 《独立董事管理办法》"） 《上海证券交易所股票上市规 则》《上海证券交易所上市公司自律监管指引第 1 号—规范 运作》及《中国医药健康产业股份有限公司公司章程》（以 下简称"《公司章程》"）的有关规定，制订本制度。 第二条本制度所称独立董事是指不在公司担任除董事 外的其他职务，并与公司及公司主要股东或实际控制人不存 在直接或者间接利害关系，或者其他可能影响其进行独立客 观判断关系的董事。 独立董事应当独立履行职责，不受公司及其主要股东、 实际控制人等单位或者个人的影响。 （五）与公司及其控股股东、实际控制人或者其各自的 附属企业有重大业务往来的人员，或者在有重大业务往来的 单位及其控股股东、实际控制人任职的人员； 第三条独立董事对公司及全 ...