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数字物流与供应链解决方案
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九州通2025年半年度业绩说明会:整体经营稳健向上 各业务板块发展良好
Quan Jing Wang· 2025-09-03 09:22
Core Insights - Company achieved operating revenue of 81.106 billion yuan, a year-on-year increase of 5.10% [1] - Net profit attributable to shareholders reached 1.446 billion yuan, up 19.70% year-on-year [1] - Operating cash flow net amount increased by 380 million yuan year-on-year, with expectations for positive cash flow matching operational performance for the year [1] Pharmaceutical Distribution - Pharmaceutical distribution segment generated sales revenue of 67.634 billion yuan, a growth of 6.04% [1] - The self-operated revenue from the drug B2B platform reached 6.304 billion yuan, increasing by 14.62% [1] - The platform's SKU exceeded 460,000, with over 600,000 registered end-users, becoming a key driver for out-of-hospital digital distribution [1] Emerging Segments - Pharmaceutical manufacturing segment reported revenue of 1.593 billion yuan, a year-on-year increase of 10.77% [1] - Traditional Chinese medicine manufacturing achieved self-produced decoction pieces revenue of 1.222 billion yuan, up 13.16% [1] - Digital logistics and supply chain solutions generated revenue of 587 million yuan, growing by 24.66% [1] Medical Device Sector - Medical device segment maintained a leading position with revenue of 19.529 billion yuan, an increase of 18.34% [2] - Sales from the medical equipment production line reached 3.64 billion yuan, growing by 41% [2] - The OTC online business benefited from national subsidy policies, surpassing 500 million yuan in sales [2] New Retail Strategy - As of June, the company had 31,535 direct and franchise stores, covering 1,621 districts and counties [2] - Sales to franchise stores reached 3.418 billion yuan, a growth of 41.30% [2] - B2C e-commerce total sales revenue was 565 million yuan, with a single-day sales record of over 200 million yuan during the "618" promotion [2] AI Empowerment - In the first half of 2025, the company invested 146 million yuan in R&D, employing 1,557 R&D and technical personnel [3] - AI applications have been implemented in various scenarios, improving picking efficiency in smart warehouses by 10% [3] - The AI-assisted diagnosis platform covers 3,000 diseases and 110,000 drug knowledge, with an average monthly usage of 51,000 times [3] Future Outlook - The company aims to focus on new products, new retail, new healthcare, digitalization, and real estate securitization strategies [3] - Plans to consolidate distribution fundamentals while accelerating high-margin business growth and enhancing AI and digital integration [3]
九州通:数字物流与供应链业务异军突起 全场景数智服务迈上新台阶
Quan Jing Wang· 2025-08-13 05:51
了解更多公司与投资者交流互动详情,请点击:https://rs.p5w.net/html/148039.shtml 6月12日,"提质增效强信心 稳中求进促发展"——湖北辖区上市公司2025年投资者集体接待日活动暨 2024年度业绩说明会活动在全景路演成功举办。 九州通(600998)在与投资者互动交流环节,就数字物流与供应链业务成果有关情况的提问,公司方面直 言:2024年,九州通数字物流与供应链解决方案实现收入10.64亿元,同比增长25.32%。公司凭借覆盖 全国的智能化医药物流网络体系以及行业特有的"Bb/BC一体化"高效供应链物流服务模式,实现药店和 二级分销商在"零库存"的同时,可享有公司现有10万商品品规的资源,全面提升九州通在小b端、C端 的市场竞争力。 公司表示,将持续推进数字化建设,加强自主研发,为行业内外客户提供集物流中心集成、物流软件集 成、物流运营服务、物流智能设备为一体的全场景数智供应链物流集成技术服务。(全景网) 湖北海报.jpg ...