10月24日，健康元公布2025年三季报，公司营业收入为114.8亿元，同比下降3.5%；归母净利润为10.9亿元，同比下降 1.8%；扣非归母净利润为10.6亿元，同比下降1.4%；经营现金流净额为30.01亿元，同比增长14.8%；EPS(全面摊薄)为 0.5965元。 | 项目 | 本报告期 | 本报告期比 | | 年初至报告期 | | --- | --- | --- | --- | --- | | | | 上年同期增 | 年初至报告期末 | 末比上年同期 | | | | 减变动幅度 | | 增减变动幅度 | | | | (%) | | (%) | | 营业收入 | 3,579,478,699.21 | -2.31 | 11.477,806.949.62 | -3.54 | | 利润息额 | 779.993.613.25 | -6.84 | 2,852,735,638.71 | 1.19 | | 归属于上市公司股东的净利润 | 306,274,217.94 | -8.61 | 1.091,214.131.28 | -1.83 | | 归属于上市公司股东的扣除非 | 288,317,700.24 | -7 ...

Core Viewpoint - Health元's stock price has shown a mixed performance in recent months, with a year-to-date increase of 13.73% and a recent decline over the past 20 days of 7.83% [1] Financial Performance - For the first half of 2025, Health元 reported revenue of 7.898 billion yuan, a year-on-year decrease of 4.08%, while net profit attributable to shareholders was 785 million yuan, reflecting a growth of 1.10% [2] - Cumulative cash dividends since the A-share listing amount to 3.979 billion yuan, with 1.04 billion yuan distributed over the past three years [3] Shareholder Structure - As of June 30, 2025, the number of shareholders for Health元 was 76,300, a decrease of 4.32% from the previous period, with an average of 23,991 circulating shares per person, an increase of 4.52% [2] - The second-largest circulating shareholder is Hong Kong Central Clearing Limited, holding 68.3785 million shares, an increase of 14.9969 million shares from the previous period [3] Market Activity - On September 30, Health元's stock price reached 12.59 yuan per share, with a trading volume of 81.6171 million yuan and a turnover rate of 0.36%, resulting in a total market capitalization of 23.033 billion yuan [1] - The net inflow of main funds was 6.3992 million yuan, with large orders accounting for 31.03% of purchases and 23.19% of sales [1]

Core Insights - The stock of Jinghua Pharmaceutical experienced a decline of 0.40% on September 17, with a trading volume of 64.30 million yuan [1] - As of September 17, the company had a total margin balance of 180 million yuan, with a financing net buy of -1.63 million yuan for the day [1][2] - The company reported a revenue of 731 million yuan for the first half of 2025, reflecting a year-on-year growth of 1.54%, while the net profit attributable to shareholders decreased by 3.54% to 131 million yuan [2][3] Financing and Margin Data - On September 17, Jinghua Pharmaceutical had a financing buy of 7.10 million yuan and a financing repayment of 7.26 million yuan, resulting in a net financing buy of -0.16 million yuan [1] - The current financing balance of 180 million yuan accounts for 2.94% of the circulating market value, which is above the 70th percentile of the past year [1] - The company had a margin balance of 28,500 yuan with a remaining short position of 3,800 shares, indicating a low level of short selling activity [1] Shareholder and Dividend Information - As of June 30, the number of shareholders for Jinghua Pharmaceutical was 95,900, a decrease of 5.29% from the previous period [2] - The company has distributed a total of 533 million yuan in dividends since its A-share listing, with 205 million yuan distributed in the last three years [3] - The top ten circulating shareholders include Hong Kong Central Clearing Limited, which increased its holdings by 4.48 million shares, and a new entry from the Traditional Chinese Medicine ETF [3]

9月16日，健康元盘中下跌2.07%，截至10:33，报12.77元/股，成交1.33亿元，换手率0.56%，总市值 233.62亿元。 截至6月30日，健康元股东户数7.63万，较上期减少4.32%；人均流通股23991股，较上期增加4.52%。 2025年1月-6月，健康元实现营业收入78.98亿元，同比减少4.08%；归母净利润7.85亿元，同比增长 1.10%。 分红方面，健康元A股上市后累计派现39.79亿元。近三年，累计派现10.40亿元。 机构持仓方面，截止2025年6月30日，健康元十大流通股东中，香港中央结算有限公司位居第二大流通 股东，持股6837.85万股，相比上期增加1499.69万股。南方中证500ETF（510500）位居第四大流通股 东，持股1627.47万股，相比上期增加194.70万股。创新药（159992）位居第七大流通股东，持股 1030.80万股，相比上期减少378.85万股。 责任编辑：小浪快报 资金流向方面，主力资金净流出1750.91万元，特大单买入399.34万元，占比3.01%，卖出1757.84万元， 占比13.25%；大单买入2612.44万元，占比19. ...

8月12日赛分科技主力资金净流出183.55万元，占流通市值的0.23%。近五个交易日累计净流出360.28万 元，占流通市值的0.46%。 风险提示：以上内容仅供参考，不构成投资建议。市场有风险，投资需谨慎。 赛分科技8月12日报收18.62元，较前一交易日下跌1.74%。当日开盘价为18.95元，最高触及18.95元，最 低下探至18.50元，成交量为26462手，成交金额达0.49亿元。 赛分科技主营业务为化学原料药及中间体的研发、生产和销售。公司产品主要应用于医药、农药、染料 等领域。作为江苏地区医药企业，公司属于化学原料板块，并具有专精特新企业资质。 江苏省药品监督管理局数据显示，今年1至7月江苏获批上市的创新药已达14个，超过2024年全年总量。 这些创新药覆盖肿瘤、脊柱炎、流感等多个治疗领域，其中包括多个具有标志性意义的"首个"品种。江 苏生物医药产业规模在全国占比约15%，居全国首位。 ...