曾凭借"小葵花妈妈课堂开课啦"实现国民级营销神话的葵花药业，正深陷转型阵痛。 近日，葵花药业发布全年业绩预告，2025年业绩预亏，归母净利润为-3.80亿元至-2.40亿元，同比下降 177.23%至148.78%，扣非归母净利润为-4.2亿元至-2.85亿元，迎来2014年上市以来的首次年度亏损。 事实上，在2023年业绩达到巅峰后，葵花药业已连续两年业绩承压。2023年，其营收达到57亿元，归母 净利润在同比增加29.05%后达11.19亿元。而2024年，公司业绩急转直下，营收大幅下滑40.76%，归母 净利润腰斩至4.92 亿元，2025年亏损态势进一步延续。 业内认为，葵花药业当前的发展困境，主要源于此前广告驱动、渠道压货的传统营销模式遗留弊端。该 粗放式营销模式曾是企业发展的重要依托，但如今已成为束缚发展的枷锁。葵花药业也在试图转型，但 过程并不容易，需要承受相应的代价。 业绩首亏 葵花药业前身是原黑龙江省国有五常制药厂，1998年改制为民营企业，随后不断发展壮大，于2005年组 建葵花药业集团股份有限公司。2014年底，葵花药业正式登陆深交所，迎来新发展阶段。 凭借"小葵花"卡通形象和高辨识度的 ...

在"买"与"改"层面，公司持续推进小儿肺热咳喘口服液用于儿童急性支气管炎的应用研究，并于2025年 10月获临床试验批准；葵花药业旗下全资子公司拟受让美沙拉秦肠溶片上市许可及相关生产技术，进一 步丰富消化系统疾病治疗领域的产品储备。 随着数字经济蓬勃发展和健康消费持续升级，医药即时零售已从补充渠道演进为行业重要基础设施，即 时零售正成为医药行业新的确定性增长渠道。为此，葵花药业积极拓展销售渠道，探索新营销场景，在 新零售领域的布局取得了阶段性进展。 2025年，葵花药业深耕电商渠道，实现传统电商、社交电商、兴趣电商产品全覆盖，完成平台大药房、 品牌旗舰店的店铺全布局。公司全品类产品在美团买药、京东、淘宝都获得双位数的增长，在渠道结构 优化方面取得了实质性突破。日前，葵花药业还与美团买药、淘宝闪购、京东秒送签署战略合作协议， 宣布共同探索医药即时零售新模式。 与此同时，葵花药业坚定推进"买、改、联、研"组合研发策略，在新产品上取得一系列进展。 自主研发层面，公司洛芬混悬滴剂、聚乙二醇3350散、复方聚乙二醇（3350）电解质散相继获得药品注 册证书，逐步完善消化及呼吸系统产品线；双醋瑞因胶囊、维生素K1滴剂、克 ...

年度归母净利润从2023年超过11亿元的巅峰跌落至预计亏损最高3.8亿元，短短两年时间，曾凭借一句"小葵花妈妈课堂开课了"广告语家喻户晓的儿童药 巨头，正经历着上市以来最严峻的考验。 1月29日晚间，葵花药业发布2025年度业绩预告，公司预计2025年归母净利润为-3.80亿元至-2.40亿元，上年同期为4.92亿元，同比下降 177.23%~148.78%；预计扣非归母净利润为-4.20亿元至-2.85亿元，上年同期为3.45亿元，同比下降182.68%~182.68%。 二是产销数量减少，固定成本分摊提升，毛利率同比降低。受公司上游中药材市场价格波动较大，叠加公司2025年销量大幅下降的影响，公司单位产品固 定制造费用无法摊薄、部分产品的生产成本处于高位，导致公司整体毛利率下降。在公司产销恢复常态后，公司成本承压态势将逐步改善。 | | | | 项 目 | 本报告期 | | | | 上年同期 | | --- | --- | --- | --- | --- | --- | | 归属于上市公司 | | -38.000 | ﺑﮩ | -24.000 | 49.204. 54 | | 股东的净利润 | 比上年同期 ...

Core Viewpoint - The announcement from the Heilongjiang Provincial Drug Administration confirms that Heilongjiang Sunflower Pharmaceutical Co., Ltd. has successfully passed the GAP compliance inspection for traditional Chinese medicine materials, indicating adherence to quality management standards [3]. Group 1: Compliance and Inspection Results - The inspection was conducted from November 25 to November 27, 2025, and the results showed compliance with GAP requirements [3]. - The inspection covered various traditional Chinese medicine products, including liver protection tablets and children's cough syrup, with specific details on product specifications and geographical coordinates of the production bases [3]. Group 2: Product Specifications - The liver protection tablets have a specification of 0.35g per tablet, while the children's cough syrup is equivalent to 1.77g of herbal slices per milliliter [3]. - The children's cough granules are specified at 3g per bag, all of which are registered under national drug standards [3].

王亚军表示，感染流感后，会出现反复持续高热，并伴有明显乏力、全身肌肉关节疼痛等症状。有 些儿童会以咽痛、头疼或肌肉酸痛等为首发症状，如果出现这一情况，提示家长们要特别警惕和注意。 万一儿童感染流感怎么办？王亚军建议，要早干预、防加重。48小时之内是黄金干预期，因为此时 病毒在体内复制的量还不多，确诊之后应该尽早给予抗病毒治疗。有一些中成药，比如小儿肺热咳喘口 服液，在医生指导下，联合西药规范使用，可以快速缓解患儿咳嗽、发热等症状，并缩短症状持续的时 间。 在日常生活中，家长该如何为孩子筑起防线？中疾控建议，采取"疫苗+卫生习惯"的双防线策略。 根据日前发布的《中国流感疫苗预防接种技术指南（2025—2026）》建议，所有≥6月龄且无接种禁忌 的人都应接种流感疫苗。 时值初冬，天气转寒。依托中国流感监测系统，疾控部门对各地流感活动实时开展监测预警和风险 评估，当前我国总体流感活动属于上升阶段，甲型H3N2亚型占比超过95%，有少量甲型H1N1和乙型流 感病毒同期流行。 针对儿童这一重点人群，流感防控的关键是什么？需要注意哪些问题？首都医科大学附属首都儿童 医学中心呼吸内科副主任医师王亚军进行了讲解。 "不同于普 ...

Core Viewpoint - The announcement indicates that the company has received approval from the National Medical Products Administration for clinical trials of a pediatric medication aimed at treating acute bronchitis in children [1] Group 1 - The company is a fully-owned subsidiary of Kew Flower Pharmaceutical Group Co., Ltd. [1] - The approved product is a cough syrup specifically designed for children, named "Pediatric Lung Heat Cough and Wheezing Oral Solution" [1] - The clinical trial will focus on the treatment of acute bronchitis in children [1]

Core Viewpoint - The company has received approval from the National Medical Products Administration for clinical trials of a pediatric medication aimed at treating acute bronchitis in children [1] Company Summary - The company,葵花药业, announced that its wholly-owned subsidiary, 黑龙江葵花药业股份有限公司, has obtained a clinical trial approval notice for its pediatric medication, 小儿肺热咳喘口服液 [1]

Core Viewpoint - Kuaihua Pharmaceutical has received approval from the National Medical Products Administration for clinical trials of its pediatric medication, indicating a strategic move to expand its product offerings in the pediatric market [1] Company Summary - Kuaihua Pharmaceutical's wholly-owned subsidiary, Heilongjiang Kuaihua Pharmaceutical Co., Ltd., has been granted a clinical trial approval for its pediatric lung heat cough syrup, aimed at treating acute bronchitis in children [1] - As of the latest report, Kuaihua Pharmaceutical's market capitalization stands at 9.1 billion yuan [1] Industry Summary - In the first half of 2025, the pharmaceutical sector accounted for 99.61% of Kuaihua Pharmaceutical's total revenue, highlighting the company's strong focus on the pharmaceutical industry [1] - Other business segments contributed only 0.39% to the overall revenue, indicating a concentrated business model [1]

Core Viewpoint - The company has received approval from the National Medical Products Administration for clinical trials of its pediatric medication, indicating a strategic expansion into treating acute bronchitis in children [1] Company Summary - The company’s wholly-owned subsidiary, Heilongjiang Kewang Pharmaceutical Co., Ltd., has been granted a clinical trial approval notice for its product, Pediatric Lung Heat Cough and Wheezing Oral Solution [1] - The clinical trial will focus on the use of this medication for treating acute bronchitis in children, building on its existing indications [1] Industry Summary - The approval reflects ongoing regulatory support for pediatric medications, which may enhance market opportunities for companies in the pharmaceutical sector [1]

Core Viewpoint - The company has received approval from the National Medical Products Administration for a clinical trial of its pediatric medication, indicating a significant step in expanding its product offerings in the pediatric healthcare market [1] Group 1 - The company's wholly-owned subsidiary, Heilongjiang Kewang Pharmaceutical Co., Ltd., has been granted a clinical trial approval notice for its pediatric cough syrup [1] - The clinical trial is aimed at treating acute bronchitis in children, which highlights the company's focus on addressing pediatric health issues [1]