第56届樟树全国药材药品交易会于2025年10月16日-10月18日在樟树市岐黄小镇会展中心隆重举办。漳 州片仔癀药业股份有限公司(以下简称"片仔癀公司"，股票代码：600436.SH)作为全国医药百强企业、 中医药行业的领军品牌受邀参展，向来自全国各地的客商与观众全方位展示深厚的文化积淀、创新的产 品矩阵与卓越的品牌实力。 樟树全国药材药品交易会是我国中医药行业的重要专业展会，至今已举办56届。展会以"传承精华，提 质创新"为主题，设立了中医药百强企业、道地药材、药品批文转让等多个专业展区，并配套举办行业 论坛、学术研讨等专业活动，为行业交流提供了平台。 来源：江西广播电视台官方客户端 作为国家级非物质文化遗产，片仔癀产品展区成为全场焦点之一，吸引了众多专业观众、行业专家及中 医药文化爱好者慕名前来，充分体现了片仔癀这一"中华老字号"在新时代的强大市场号召力。 守正创新并举，共拓发展新程 此次亮相樟树药交会，是片仔癀公司在新时代传承创新、开拓进取的生动缩影。面向未来，片仔癀将继 续秉持"守正创新，行稳致远"的理念，深入挖掘中医药宝库精华，以创新驱动发展，以品质赢得市场， 在弘扬中医药文化的征程上稳步前行，为 ...

近日，2025全球商报经济论坛暨"金鲲鹏"中国财经价值榜颁奖盛典在香港举行。漳州片仔癀药业股份有 限公司（以下简称"片仔癀"，股票代码：600436.SH）凭借在公司治理、价值创造、战略前瞻及社会责 任等领域的卓越表现，从众多参选企业中脱颖而出，荣膺"最具投资价值上市公司"奖项，充分彰显资本 市场对片仔癀长期发展潜力的高度认可。 来源：公司官微 此次片仔癀斩获"最具投资价值上市公司"，既是对其深耕中医药领域数十年积累的品牌实力、科研创新 能力的肯定，也是对其在资本市场规范运营、股东回报及可持续发展实践的高度认可。 （CIS） 深耕中医药主业，片仔癀始终以"守正创新、行稳致远"为发展理念，凭借深厚的文化底蕴与过硬的产品 品质，构建起强大的核心竞争力。在产品层面，公司核心产品片仔癀蝉联"西普金奖"（肝胆用药类 别），其在急慢性肝损伤预防与治疗、肝纤维化改善等方面的功效，已通过多项现代药理研究与临床实 践验证；旗下片仔癀牌安宫牛黄丸亦斩获"脑血管用药"西普金奖，相关研究阐明其通过SIRT1-H4K16ac 信号通路发挥神经保护作用，为传统中药的现代化发展提供了科学支撑。同时，片仔癀持续拓展大健康 产业布局，形成涵盖 ...

9月25日，由紫荆文化集团主办、紫荆杂志社承办的"2025香港国际中医药大会"在香港会议展览中心盛 大启幕。本次大会以"推动中医药高质量走向世界"为主题，汇聚来自中国内地及港澳台地区、东南亚等 国家和地区的近500位专家学者、行业领袖及企业代表，包括20余位院士、国医大师、岐黄学者，以及 超过130家参展机构。漳州片仔癀药业股份有限公司（以下简称"片仔癀公司"；股票代码：600436.SH） 作为中华老字号企业及中医药文化的重要代表受邀参展，携旗下多款核心产品亮相，全面展现片仔癀公 司在传统中医药现代化与国际化进程中的积极探索与成果。 片仔癀公司展区集中展示了包括片仔癀、片仔癀牌安宫牛黄丸、复方片仔癀含片、茵胆平肝胶囊等在内 的经典中成药品，以及化妆品与保健食品系列等大健康领域产品，吸引了众多重要嘉宾、专业观众、行 业专家及媒体前来参观交流、驻足咨询。来访者纷纷对片仔癀公司传承非遗技艺与推动科技创新的成果 表示赞赏，并高度认可片仔癀公司的产品品质与文化内涵。现场洽谈气氛活跃，进一步提升了品牌在粤 港澳大湾区及国际市场的知名度。 1.依托区域优势开拓"出海"新途径 此次参展是片仔癀公司推动中医药国际化、加速品牌 ...

转自：新华财经 8月22日晚，漳州片仔癀药业股份有限公司发布2025年半年度业绩快报，报告期实现营业收入约53.79亿 元，同比下降4.81%；归母净利润约14.42亿元，同比下降16.22%；基本每股收益2.39元。 研发创新方面，片仔癀药业持续强化研发布局，进一步完善研发管线。报告期内，积极推进2个新药立 项，推动18个在研新药及经典名方的研发项目，包括5个中药1.1类、1个中药1.2类以及4个化药1类进入 临床研究阶段。其中，中药1.1类PZH1219（养巢颗粒）获临床许可，PZH1215（芪术糖肾颗粒）完成 Ⅱa期受试者出组；化药1类PZH2111片（实体肿瘤）完成I期受试者入组。 加快"走出去"步伐 勾勒"出海"破局路线图 报告显示，下一步，片仔癀药业将在保障产品市场供给稳定的基础上，不断夯实盈利能力，推动公司经 营质量和综合竞争力迈向新台阶。包括建立原材料价格监测预警机制，优化战略储备体系，平抑成本波 动带来的冲击，增强采购端的抗风险能力；持续跟踪行业政策与市场动态，通过制定差异化的营销策 略，将外部挑战转化为巩固竞争优势、开拓新市场的战略机遇；在生产、运营、管理等各环节深入挖 潜，降本增效，着力 ...

Core Viewpoint - The company, Pizhou Huang, expects a year-on-year net profit growth of no less than 25% in the first quarter of 2024, which has attracted significant attention from the industry and investors [1]. Group 1: Financial Performance - In 2023, Pizhou Huang achieved total revenue of 10.035 billion yuan, representing a year-on-year growth of 15.42% [1]. - The net profit attributable to shareholders for 2023 was 2.784 billion yuan, with a year-on-year increase of 12.59% [1]. - 2023 marked the first time Pizhou Huang's annual revenue surpassed the 10 billion yuan threshold [1]. - The expected net profit growth of at least 25% in Q1 2024 is the largest year-on-year increase for the company since 2019 [1]. Group 2: Market Dynamics and Strategy - The growth in 2023 is attributed to increased sales of core products, including the Pizhou Huang series and the Pizhou Huang An Gong Niu Huang Wan [1]. - The company has experienced a strong sales momentum at the beginning of 2024, indicating a favorable market environment [1]. - Industry experts believe that the growing public understanding of traditional Chinese medicine and the support from national policies enhance the market competitiveness of established brands like Pizhou Huang [2]. - Strategic adjustments, including increased investment in research and development and efficient management practices, have contributed to the company's competitive edge [2]. Group 3: Pricing Strategy - A price increase in May 2023, where the retail price of the main product, Pizhou Huang pill, was raised from 590 yuan to 760 yuan per piece, is noted as a factor that may have positively impacted revenue [2]. - The price adjustment was larger than market expectations and is expected to have a significant positive effect on the company's performance [2].

Group 1 - The recent outbreak of Chikungunya fever in certain southern cities of China has led to local transmission, prompting the issuance of the 2025 version of the Chikungunya fever diagnosis and treatment plan by the National Health Commission and the National Administration of Traditional Chinese Medicine [1] - The treatment plan emphasizes that Chikungunya fever is primarily transmitted through bites from Aedes mosquitoes carrying the virus, and there is currently no specific treatment available, focusing instead on symptomatic supportive care [1] - The plan also highlights the role of traditional Chinese medicine in treating Chikungunya fever, categorizing it under the "damp-heat" syndrome, with specific treatment methods outlined for the acute phase [1] Group 2 - Pianzaihuang Pharmaceutical Co., Ltd. is noted for its production of traditional Chinese medicine, including the well-known "An Gong Niu Huang Wan," which is made from selected authentic medicinal materials and adheres to traditional manufacturing processes [1] - The company has a long history and is recognized as a time-honored brand in China, producing over 20 varieties of traditional Chinese medicine, including Pianzaihuang and An Gong Niu Huang Wan [1] - Pianzaihuang was previously included in the 2014 Dengue fever treatment guidelines, indicating its established role in the treatment of viral infections [1]

Core Viewpoint - Pianzaihuang (600436.SH) has topped the "Hurun Brand List" for five consecutive years but is facing significant challenges, including a slowdown in revenue and profit growth in 2024, attributed to rising raw material costs and a failed pricing strategy [1][2]. Financial Performance - In 2024, Pianzaihuang achieved revenue of approximately 10.788 billion yuan, a year-on-year increase of 7.25%, and a net profit of 2.977 billion yuan, up 6.42% [2]. - The revenue growth rate for 2024 is the lowest since 2016, with a notable decline in Q4, where both revenue and net profit decreased [2][3]. - Q4 revenue was 2.338 billion yuan, marking a year-on-year decline of 4.92%, while net profit fell by 26.07% [2][3]. Cost Pressures - Rising prices of key raw materials have significantly impacted profit margins, with the price of natural cow bile increasing from 650,000 yuan/kg in January 2023 to 1.65 million yuan/kg by January 2025 [4][5]. - Pianzaihuang's inventory increased by 47.01% year-on-year to approximately 4.987 billion yuan, with raw material inventory growing by about 60% [5]. Pricing Strategy - In May 2023, Pianzaihuang raised the price of its main product, Pianzaihuang pills, by 28.8%, but this led to a decline in sales volume in 2024 [6][7]. - The revenue from the pharmaceutical manufacturing segment was approximately 5.663 billion yuan in 2024, a growth rate lower than the previous year [6][7]. Business Segments - The liver disease medication segment generated about 5.31 billion yuan in revenue, growing 18.98%, while the cardiovascular medication segment saw a revenue increase of only 7.03% [7]. - The cosmetics business, viewed as a secondary growth driver, accounted for less than 10% of total revenue and has shown stagnant growth over the past four years [9]. Regional Performance - Revenue growth varied by region, with the Northeast and North China regions experiencing declines in revenue and gross margin [8]. - The East China region, a key market for Pianzaihuang, saw only a 0.79% increase in revenue, the slowest growth among domestic regions [8].

Core Viewpoint - The company, Pianzaihuang Pharmaceutical Co., Ltd., reported a solid performance in 2024, achieving a consolidated revenue of approximately 10.788 billion yuan, a year-on-year increase of 7.25%, and a net profit attributable to shareholders of about 2.977 billion yuan, up 6.42% from the previous year [4][5][6]. Group 1: Meeting Procedures and Governance - The 2024 Annual General Meeting (AGM) will be held on June 20, 2025, at 09:00, at the Zhangzhou Xiangjiang Hotel [3]. - The meeting will include a verification of the identity of attendees, and shareholders will have the right to speak, inquire, and vote [2][3]. - Voting will be conducted by registered ballot, with each share representing one vote [2][3]. Group 2: Business Performance - The company achieved a consolidated revenue of approximately 10.788 billion yuan in 2024, representing a 7.25% increase year-on-year [4]. - The net profit attributable to shareholders was about 2.977 billion yuan, reflecting a 6.42% increase compared to the previous year [4]. - The company paid approximately 14 billion yuan in cash dividends, accounting for 50.04% of the net profit attributable to shareholders [9]. Group 3: Honors and Recognition - The company was recognized as one of the "Top 100 Enterprises in Comprehensive Competitiveness of Traditional Chinese Medicine Industry" and received multiple awards for its brand value and cultural heritage [5][6]. - The company ranked first in the market capitalization of the traditional Chinese medicine industry, with a market value exceeding 120 billion yuan [6]. - The company received various awards, including the "2023 Golden Bull Most Investment Value Award" and "2024 Top 20 ESG Competitiveness in Chinese Pharmaceutical Listed Companies" [6]. Group 4: Research and Development - The company is focusing on enhancing its independent innovation capabilities, with ongoing clinical research on 14 new drug projects [12][13]. - The company has established partnerships with over 10 academicians for collaborative projects, aiming to accelerate technological breakthroughs [13]. - The company is actively involved in national key research projects, enhancing its research capabilities in traditional Chinese medicine [13][14]. Group 5: Future Plans - The company plans to increase its new drug projects and clinical research initiatives, aiming to launch 2-3 new drug projects in the coming year [21]. - The company will focus on expanding its market presence in traditional medicine channels and new consumer markets [21]. - The company aims to enhance its brand visibility through new media and targeted marketing strategies [21].