证券代码：603883 证券简称：老百姓 公告编号：2025-041 老百姓大药房连锁股份有限公司 关于 2025 年半年度主要经营数据的公告 本公司董事会及全体董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。 根据上海证券交易所发布的上市公司分行业信息披露指引及《关于做好主板 上市公司2025年半年度报告披露工作的重要提醒》等相关要求，现将老百姓大药 房连锁股份有限公司（以下简称"公司"）2025年半年度主要经营数据披露如下： 一、报告期末主要经营数据 1、主要会计数据 单位：元 币种：人民币 | 项目 | 本报告期 | 本报告期比上年同期 增减变动幅度(%) | | --- | --- | --- | | 营业收入 | 10,774,312,515 | -1.51 | | 归属于上市公 司股东的净利 | 397,863,893 | -20.86 | | 润 归属于上市公 | | | | 司股东的扣除 非经常性损益 | 381,121,690 | -20.89 | | 的净利润 | | | | 经营活动产生 的现金流量净 | 1,626,04 ...

为深化投资者教育与服务，搭建投资者与上市公司深度对话的桥梁，8月12日上午，在深圳证券交易 所、云南证监局、云南省证券业协会及云南省上市公司协会的联合指导下，由国泰海通证券主办的"踔 厉奋发新征程 投教服务再出发"专题活动成功于深交所上市公司一心堂（股票代码：002727）总部举 行。国泰海通证券云南投教基地组织十余位投资者深入企业一线，通过沉浸式参访与面对面交流，零距 离感知医药零售龙头的运营脉络与发展战略。 活动伊始，在一心堂工作人员的带领下投资者参观了企业文化荣誉室。通过工作人员的讲解和历史资 料，深入了解了一心堂的发展脉络和成长足迹。随后，投资者们步入物流中心，现场参观了物流分拣系 统的高效运作，使投资者切身感受企业标准化供应链管理。 一心堂副总裁兼董事会秘书李正红为投资者们系统介绍了公司上市发展历程，及核心业务版块——零 售、中药、医养、健康管理、电商等业务布局。国泰海通证券云南分公司首席投资顾问就2025年下半年 医药产业政策进行了深入讲解，分析了行业发展趋势及投资机会，并提示政策可能带来的市场影响。 带着对实体运营的直观认识，活动进入交流环节。深交所投资者服务部白叙林老师在致辞中指出，上市 公司 ...

每经AI快讯，天士力（SH 600535，收盘价：16.18元）8月15日晚间发布公告称，公司第九届第12次董 事会会议于2025年8月14日在公司会议室以现场会议方式召开。会议审议了《2025年半年度报告》等文 件。 截至发稿，天士力市值为242亿元。 每经头条（nbdtoutiao）——华康股份11亿元并购疑云：收购对象的大客户两年前已深陷债务危机，如 何贡献巨额营收？ （记者 曾健辉） 2024年1至12月份，天士力的营业收入构成为：中药占比70.89%，化学制剂药占比15.38%，医药商业占 比10.53%，生物药占比2.25%，化学原料药占比0.61%。 ...

行业主要上市公司：国药控股(01099.HK);上海医药(601607.SH);华润医药(03320.HK);九州通(600998.SH);南京医药(600713.SH);华东医药(000963.SZ);英特集团(000411.SZ) 本文核心数据：区域流通比重; 注： 药品流通行业运行统计分析报告仅公布了2023年，截至2025年6月30日，暂未公布2024年数据，下同—华东是全国主要的医药流通市场 2023年，全国六大区域销售额占全国销售总额的比重分别为：华东36.2%，同比下降0.2个百分点;中南27.0%，同比下降0.2个百分点;华北15.2%，同比上升0.3个百分点;西南13.4%，与上 医药流通主要集中在运输便利地区 —长江经济带占比接近一半 2023年长江经济带地区销售总额占全国销售总额的比重为49.8%。具体来看，京津冀经济区12.7%，同比上升0.2个百分点;长江三角洲经济区26.7%，与上年持平;珠江三角洲经济区10.4%， 西药流通中广东占全国比重最高 西药流通中，全国排名top10的省份分别是广东、江苏、上海、浙江、山东、北京、河南、安徽、四川以及湖北。其中广东占比10%，位居第一，t ...

Core Viewpoint - As of August 8, 2025, Qidi Pharmaceutical's stock price reached 11.90 yuan, reflecting a 2.59% increase from the previous trading day, with a trading volume of 118,200 hands and a transaction amount of 140 million yuan [1] Group 1: Company Overview - Qidi Pharmaceutical primarily engages in traditional Chinese medicine and health products, with this segment accounting for 93.88% of its business in the 2024 financial report [1] - The company's product offerings include traditional Chinese medicine and influenza prevention [1] Group 2: Shareholder Changes - On August 8, the company announced that its controlling shareholder, Qidi Technology Service Co., Ltd., will transfer 58.607 million shares to Hunan Sailuxian as per a judicial ruling [1] - Following this equity change, Hunan Sailuxian will hold 24.47% of the company's shares, becoming the largest shareholder, which will result in a change of control for the company [1] Group 3: Financial Performance - In the first quarter of 2025, the company reported an operating revenue of 65.22 million yuan, with a net profit of -16.26 million yuan [1]

Core Viewpoint - The Chinese medicine sector is experiencing a significant upward trend, with many stocks hitting the limit-up price. The focus is on the marginal turning point of OTC Chinese medicine affected by inventory cycles, emphasizing two main lines: premium Chinese medicine with both medical value and consumer attributes, and innovative Chinese medicine benefiting from supportive policies and positive external stimuli [1][6]. Group 1: Market Performance - On August 1, the Chinese medicine sector saw a continuous rise against the market trend, with stocks like Shengwugu and Weikang Pharmaceutical increasing by over 20% and hitting the limit-up price [6]. - The report highlights that the sector is currently at a low valuation and low allocation, with expectations for gradual improvement in performance from Q2 to Q3 of 2025 [8]. Group 2: Industry Dynamics - The current market for Chinese medicine is facing pressures from centralized procurement in hospitals and cyclical demand weakness outside hospitals. Companies need to enhance R&D efforts to support new product development with stable cash flows from existing products [7]. - The market for traditional Chinese medicine is expected to undergo a healthy inventory adjustment process post-2025, with a focus on driving sales and reducing inventory levels [7]. Group 3: Investment Opportunities - The Chinese medicine sector is currently characterized by low valuations and institutional holdings, with short-term catalysts including inventory turning points and breakthroughs in online channels [8]. - Long-term drivers include policy support for essential medicines and innovative drugs, alongside increasing demand due to aging populations and health-conscious consumption trends [8].

Core Points - The articles outline the articles of association for Kexing Biopharm Co., Ltd., detailing the company's legal framework, governance structure, and operational guidelines [2][4][5]. Group 1: General Provisions - The company is established as a joint-stock limited company in accordance with the Company Law and other relevant regulations [2][3]. - The registered capital of the company is RMB 201,257,250.00 [3]. - The company is permanently established and has its legal representative as the chairman [3][4]. Group 2: Business Objectives and Scope - The company's mission is to promote the development of high-quality biopharmaceuticals and enhance their clinical value, focusing on safety and reliability for patients [5]. - The business scope includes research, production, and sales of biological products, chemical drugs, raw materials, and traditional Chinese medicine, among others [5]. Group 3: Shares - The company has issued a total of 201,257,250 shares, all of which are ordinary shares denominated in RMB [6][20]. - The issuance of shares follows principles of openness, fairness, and justice, ensuring equal rights for all shares of the same category [6][7]. Group 4: Shareholder Rights and Responsibilities - Shareholders have rights to dividends, attend meetings, supervise the company, and access company documents [13][34]. - Shareholders are obligated to comply with laws and regulations, pay for their subscribed shares, and not abuse their rights to harm the company or other shareholders [40][41]. Group 5: Shareholder Meetings - The company holds annual and temporary shareholder meetings, with the annual meeting required to be held within six months after the end of the fiscal year [21][52]. - Shareholder meetings can be convened by the board of directors or at the request of shareholders holding more than 10% of the shares [56][61]. Group 6: Decision-Making and Voting - Major decisions, such as capital increases, mergers, and significant asset transactions, require approval from the shareholders' meeting [21][49]. - Voting procedures and requirements for decision-making are clearly defined, ensuring transparency and accountability [30][34].

Core Viewpoint - Fujian Province's Quanzhou City is leveraging digital transformation and technological innovation to enhance traditional industries, transitioning from "manufacturing" to "intelligent manufacturing" and stimulating new growth in private enterprises [2][4][6][8][12] Group 1: Digital Economy Growth - The overall scale of Quanzhou's digital economy is projected to exceed 700 billion yuan in 2024, accounting for over 56% of the city's GDP [2][4][6][8][12] Group 2: Technological Innovation - Quanzhou is focusing on technological innovation to improve industry quality and efficiency, providing sustainable support for traditional industry upgrades [2][4][6][8][12] Group 3: Private Enterprise Development - The initiatives in digital transformation are aimed at activating new momentum for the development of private enterprises in Quanzhou [2][4][6][8][12]

Core Insights - The article highlights the development and recognition of Traditional Chinese Medicine (TCM) in Tibet, particularly in the Naqu region, where local residents traditionally prefer Tibetan or Western medicine [1][2]. Group 1: Development of TCM in Tibet - The TCM department at Naqu People's Hospital has a complex history, having been established in the 1970s and later closed due to personnel changes. It was reestablished in 2015 with support from Liaoning University of Traditional Chinese Medicine [2]. - Currently, the TCM department consists of 2 physicians, 1 rehabilitation therapist, and 1 expert from a counterpart aid program, indicating a structured approach to developing TCM in the region [2]. Group 2: Patient Acceptance and Treatment - TCM practitioners, including Zhang Xia, have gained recognition for their effective treatments, which include acupuncture, herbal medicine, and physiotherapy, addressing common ailments such as rheumatism, post-stroke symptoms, and insomnia [2][3]. - The number of patients visiting the TCM department has significantly increased, from 1-2 patients daily in 2019 to 7-10 patients daily, primarily consisting of local herders [3]. Group 3: Cultural Integration and Future Prospects - The article illustrates the integration of TCM into the local healthcare system, showcasing a growing acceptance among the Tibetan population, as evidenced by patients like Wang Dui, who became a regular after experiencing relief from acupuncture [3]. - Local students are being trained in TCM, with aspirations to return to their hometowns to serve the community, reflecting a commitment to enhancing healthcare in the region [3].

Group 1 - The article highlights the ongoing positive performance of the pharmaceutical sector, driven by favorable policies, with the drug ETF (562050) rising nearly 1% and aiming for a "seven consecutive rise" [1][3] - Significant gains were noted in leading pharmaceutical companies, with Xinlitai increasing over 6% and Shenzhou Cell rising more than 5% [1] - The drug ETF (562050) is the first domestic ETF tracking the CSI Pharmaceutical Index, focusing on innovative drugs while excluding medical and CXO sectors, thus accurately reflecting the performance of leading pharmaceutical companies [1][3] Group 2 - Recent policy developments, including the "dual-track system" of medical insurance and commercial insurance, aim to address the payment challenges for high-priced innovative drugs [3] - The 11th batch of centralized procurement proposed a policy that exempts innovative drugs from centralized procurement, providing pricing protection for these drugs [3] - Analysts suggest that the establishment of a "safety boundary" through procurement exemptions and commercial insurance directories could lead to a global revaluation of leading pharmaceutical companies, driven by overseas transactions and clinical data [3] Group 3 - The article expresses optimism for innovative drugs and traditional Chinese medicine, recommending the drug ETF (562050) as it encompasses three major pharmaceutical sectors: chemical drugs, biological drugs, and traditional Chinese medicine [3] - The ETF is expected to benefit from high growth driven by innovative drugs while traditional Chinese medicine helps to reduce index volatility [3] - Additionally, there is a focus on the largest medical ETF in A-shares (512170), which targets medical devices and services, with a strong correlation to AI healthcare [3]