10月10日，永安药业在互动平台向投资者表示，公司子公司永安康健自成立以来一直深耕于大健康产 业，已构建"合同生产服务"与"自主品牌运营"双轨发展模式。后续，永安康健将在大力发展合同生产服 务业务的同时，持续加大对自有品牌业务的投入，加强产品研发与市场推广，进一步提升该业务的市场 认可度与持续发展能力。 7月1日，永安药业在互动平台中向投资者表示，子公司永安康健易加能品牌定位是抗疲劳的功能固体饮 料这一细分领域，永安康建已根据市场发展不同阶段需求，目前正积极拓展线上线下渠道，其中药店、 便利店、超市等渠道已在推进中。 位于湖北省潜江市的永安药业成立于2001年，公司股票于2010年3 月5日在深交所挂牌上市。经过多年 的发展，公司形成了以食品及药品添加剂牛磺酸生产销售为主体、以环氧乙烷及减水剂相关产品和保健 产品生产销售上下游延伸的总体格局。 2025年上半年，永安药业实现营收约3.67亿元，同比减少13.72%;实现归母净利润约1250万元，同比减 少76.19%。 值得注意的是，9月3日，永安药业发布公告称，公司收到实际控制人、董事长陈勇家属的通知，其收到 鹤峰县监察委员会出具的《解除留置通知书》，鹤峰县 ...

新京报讯(记者左琳)9月29日晚，河南省鹤壁市山城区应急管理局通报一起有害气体中毒事件，目前已 有5人经抢救无效死亡，1人重伤、生命体征平稳，2人轻伤。9月30日中午，现场一位负责人告诉新京报 记者，当地工作人员仍在处置，企业负责人正在协助调查具体原因，其他情况要等专家组的调查结果。 记者注意到，该企业近年曾多次受到安全及环保处罚。 2018年，中央生态环境保护督察组曾公示，涉事企业被举报大量排放污水，造成附近养鱼户26万斤活鱼 死亡，经调查核实，发现其厂区部分生产设备存在"跑冒滴漏"等问题，山城区环保局责令企业七日内完 成问题整改，并对其违法行为进行了立案处罚。 2022年1月，该企业因2号吸收槽密闭不严，间歇性有气体溢出，1号换热器顶部密闭不严，间歇性有气 体溢出，沸腾炉下部、静电除尘器平台有废渣，设备密闭不严而被鹤壁市生态环境局责令改正；2022年 7月，该企业因排放的大气污染物，经在线监测采样监测，颗粒物日均值项污染物超过单位执行标准的 0.59倍，再次被鹤壁市生态环境局责令改正；今年5月，山城区应急局执法人员检查时发现该企业存在 硫酸罐区部分管道无介质流向标识隐患，要求其立即整改，企业当天整改完毕。 ...

Group 1: Financial Performance and Contributions - The Ministry of Finance allocated a budget of 46.183 billion CNY for renewable energy price subsidies, with biomass power generation receiving 3.942 billion CNY. The company has already received multiple subsidy payments, positively impacting Q3 profits [3]. - The company’s cash flow from operating activities is strong, indicating potential for profit growth in the future through various factors including project upgrades and improved receivables [4]. Group 2: Business Operations and Development - The average selling price for steam supplied from the company’s waste-to-energy plants is over 200 CNY per ton, with new contracts signed for a price starting at 205 CNY per ton [3]. - In the first half of 2025, the company’s seven waste-to-energy plants supplied 50.86 GJ of heat [3]. Group 3: Project Updates - The taurine project, with an annual capacity of 40,000 tons, began construction in June 2024 and is expected to rank among the top three in China upon completion. The project adheres to high standards and will utilize advanced production processes [4]. - The Xiamen Ruiji Hotel project has completed its main structure and is currently undergoing interior renovations, with plans for completion and trial operations by the end of 2026 [6]. Group 4: Marketing and Product Development - The company has established a dedicated marketing team for its taurine products, launching various "taurine+" products across different food categories, with sales strategies implemented both online and offline [5].

Core Viewpoint - The announcement from Yong'an Pharmaceutical indicates that the actual controller and chairman, Chen Yong, has had his detention measures lifted, allowing him to resume normal duties, which is expected to stabilize the company's management [2][4]. Group 1: Company Background - Yong'an Pharmaceutical is a leading enterprise in the taurine industry, primarily engaged in the research, production, and sales of taurine products, health foods, and special dietary foods [6]. - The company holds approximately 50% of the global market share in taurine production, with an annual production capacity of 58,000 tons, making it a key supplier for major global brands like Red Bull, Nestlé, and Coca-Cola [6]. Group 2: Financial Performance - The company's financial performance has shown a downward trend, with revenues decreasing from 1.462 billion yuan in 2022 to 839 million yuan in 2024, and net profits declining from 133 million yuan to a loss of 28.41 million yuan during the same period [7]. - In the first half of the current year, Yong'an Pharmaceutical reported revenues of 367 million yuan, a year-on-year decline of 13.7%, and a net profit of 8.55 million yuan, down 83% compared to the previous year [7]. Group 3: New Business Prospects - The company is focusing on the development of creatine products, which are still in the early stages and unlikely to significantly boost performance in the short term [9]. - Yong'an's subsidiary, Ling'an Technology, is undergoing a business transformation to develop monohydrate creatine, leveraging existing production and sales channels to enhance growth potential [9]. - Investors are particularly interested in whether Chen Yong's return will help the company overcome its performance challenges and if the new business initiatives can serve as a growth engine [9].

该公告介绍，公司于2021年12月召开第六届董事会第四次会议，审议通过了《关于扩建年产4万吨牛磺 酸食品添加剂项目的议案》，同意公司使用自有资金2.5亿元人民币扩建年产4万吨牛磺酸食品添加剂项 目。2023年2月2日，公司披露了《关于取得年产4万吨牛磺酸食品添加剂扩建项目安评环评批复的公 告》(公告编号：2023-07)，该项目已取得安评环评批复。 据永安药业（002365）(002365.SZ)9月4日公告，公司收到董事长陈勇家属的通知，鹤峰县监察委员会 已解除对陈勇的留置措施，目前陈勇已能正常履行公司董事长的职责。 永安药业总部位于湖北潜江，主营牛磺酸生产制造，牛磺酸是一种含硫的非蛋白质氨基酸，对大脑、眼 睛和心脏的发育与功能至关重要，常常被用于药物和保健食品。据公司2024年年报，永安药业已成为全 球最大的牛磺酸生产基地，占50%左右的市场份额，现已具备牛磺酸生产能力5.8万吨/年，公司亦是红 牛、雀巢、可口可乐等公司的重要供应商。 2025年5月6日，公司公告称陈勇被鹤峰县监察委员会立案调查并实施留置，其子陈子笛代为履行公司董 事长的职责，一时间成为市场关注的焦点。与此同时，永安药业股价似乎并未受到管 ...

9月3日晚间，潜江永安药业（002365）股份有限公司(以下简称"永安药业")发布公告称，公司实际控制 人、董事长陈勇已解除留置措施，目前已能正常履行职责，公司生产经营情况正常，此前代为履行董事 长职责的陈子笛也完成了过渡任务。作为牛磺酸生产龙头企业，近年来，永安药业的营收表现并不乐 观。伴随着陈勇的回归，永安药业能否在巩固牛磺酸龙头地位的同时，拓展新业务领域以挽救其承压的 业绩？ 陈勇已正常履职 回溯事件脉络，今年5月，永安药业发布公告，公司实际控制人、董事长陈勇收到由鹤峰县监察委员会 签发的《立案通知书》和《留置通知书》，陈勇被立案调查并被实施留置。不过，永安药业未明确披露 具体原因，仅表示公司已对相关工作进行了妥善安排。截至目前，公司其他董事、监事和高级管理人员 均正常履职，公司控制权未发生变化，公司生产经营情况正常，上述事项不会对公司日常经营活动产生 重大影响。 公开资料显示，陈勇出生于1959年1月，硕士学历。他曾先后在湖北摩托车厂、黄州市医药化工厂任 职，1995年11月创建黄冈永安药业有限公司(以下简称黄冈永安)，2001年作为主要发起人，在潜江市泽 口经济技术开发区成立永安药业，目前持股比例为 ...

归母净利润已连续两个年度上半年实现下降，2023年-2024年上半年，其归母净利润分别为0.56亿元、 0.52亿元，同比分别下降51.86%、6.49%。 业绩的下降受多重因素的影响。聚焦今年上半年，永安药业解释道，受市场行情低迷影响，上半年公司 主营产品牛磺酸产销量及销售价格比去年同期都有所下降，公司业绩承压。 报告期内，牛磺酸实现收入2.36亿元，占营业收入的64.14%。而2024年上半年，牛磺酸业务收入实现 3.42亿元，同比增长10.25%，占营业收入的80.24%。 从销量层面看，2024年上半年达2.51万吨，今年上半年为2.05万吨，同比下降18.33%。牛磺酸的毛利率 为也有所下降，今年上半年为15.12%，同比降低13.39%。 永安药业于2001年由陈勇作为主要发起人成立，目前主要生产销售食品及药品添加剂牛磺酸、环氧乙烷 及减水剂相关产品、保健品。自2006年起，陈勇开始任职公司董事长，目前，其直接、间接持有公司 25.11%的股份，为最大股东。 2025年5月，陈勇被鹤峰县监察委员会立案调查并实施留置，其子陈子笛代为履行公司董事长的职责。 近四个月后，陈勇被解除留置，管理层的动荡暂时 ...

近日，永安药业管理层在接受机构调研时表示，公司主要产品牛磺酸采用自行独创工艺，拥有多项发明 及实用新型专利，与同类产品相比具有价格、质量、品牌等竞争优势。未来，公司将深化核心技术研 发，不断提升核心竞争力。 2025年5月5日晚，永安药业公告陈勇被立案调查并实施留置。资料显示，永安药业在牛磺酸行业深耕多 年，已成为全球最大的牛磺酸生产基地，市场份额50%左右，产品广泛出口至世界各地，雀巢、可口可 乐等世界级公司均为该公司客户。 2025年上半年，永安药业营收3.674亿元，同比下滑13.72%；净利润1250万元，同比下滑76.19%。永安 药业表示，受市场行情低迷影响，上半年公司主营产品牛磺酸产销量及销售价格比去年同期都有所下 降，导致业绩承压。 被留置约4个月后，永安药业（002365）实控人、董事长陈勇解除留置措施。 9月3日晚，永安药业披露，近日，公司收到陈勇家属通知，其收到鹤峰县监察委员会出具的《解除留置 通知书》，鹤峰县监察委员会已解除对陈勇的留置措施。目前，陈勇已能正常履行公司董事长职责，公 司生产经营情况正常。陈子笛将不再代为履行公司董事长的职责。 ...

2025年5月5日晚，永安药业公告陈勇被立案调查并实施留置。资料显示，永安药业在牛磺酸行业深耕多 年，已成为全球最大的牛磺酸生产基地，市场份额50%左右，产品广泛出口至世界各地，雀巢、可口可 乐等世界级公司均为该公司客户。 2025年上半年，永安药业营收3.674亿元，同比下滑13.72%；净利润1250万元，同比下滑76.19%。永安 药业表示，受市场行情低迷影响，上半年公司主营产品牛磺酸产销量及销售价格比去年同期都有所下 降，导致业绩承压。 近日，永安药业管理层在接受机构调研时表示，公司主要产品牛磺酸采用自行独创工艺，拥有多项发明 及实用新型专利，与同类产品相比具有价格、质量、品牌等竞争优势。未来，公司将深化核心技术研 发，不断提升核心竞争力。 （文章来源：证券时报） 证券时报记者严翠 被留置约4个月后，永安药业（002365）实控人、董事长陈勇解除留置措施。 9月3日晚，永安药业披露，近日，公司收到陈勇家属通知，其收到鹤峰县监察委员会出具的《解除留置 通知书》，鹤峰县监察委员会已解除对陈勇的留置措施。目前，陈勇已能正常履行公司董事长职责，公 司生产经营情况正常。陈子笛将不再代为履行公司董事长的职责。 ...

Core Viewpoint - The company's revenue slightly declined due to a high base effect, while net profit showed robust growth driven by investment income and cost optimization [2] Financial Performance - In the first half of 2025, the company achieved operating revenue of 745 million yuan, a year-on-year decrease of 6% - The net profit attributable to shareholders reached 115 million yuan, a year-on-year increase of 12% - The revenue decline was primarily due to a one-time large income recognition from the Qianyang Phase II project in the previous year [2] - Non-operating gains significantly contributed to profit growth, with fair value changes from financial assets generating 8.37 million yuan in gains compared to a loss in the same period last year - Financial expenses decreased by 13.80% due to measures such as replacing low-interest loans, enhancing cost control - Operating cash flow remained strong, with a net amount of 281 million yuan, a year-on-year increase of 119.37% [2] Business Operations - The solid waste main business operated steadily, with a total waste received of 2.9041 million tons and electricity generation of 973 million kWh, remaining stable compared to the previous year - The company is enhancing its main business and actively expanding high-value-added services, with 7 waste-to-energy plants supplying 56,200 tons of steam and 508,600 GJ of heat [3] - The company is strategically developing a new health industry centered around taurine, with a 40,000-ton taurine raw material project set to start construction in June 2024, aiming for a leading capacity in China [3] Future Development - The company is advancing two major construction projects to build future growth engines, including the taurine project located in the Quangang Petrochemical Park, which has significant raw material cost and safety advantages - The Shengyuan Xiamen Ruiji Hotel project has completed the main structure and is expected to begin trial operations by the end of 2026, potentially becoming a new profit growth point [4] - The company is optimizing its asset structure by strategically divesting non-core businesses, having signed an agreement in February 2025 to sell four sewage treatment plants for 382 million yuan, representing a 37.29% increase over net asset value [4] Profit Forecast - The company is projected to achieve operating revenues of 1.640 billion yuan, 1.704 billion yuan, and 1.774 billion yuan for 2025-2027, with year-on-year growth rates of 3.66%, 3.92%, and 4.12% respectively - Net profits attributable to shareholders are expected to be 298 million yuan, 249 million yuan, and 280 million yuan, with growth rates of 63.87%, -16.65%, and 12.44% respectively - Based on the closing price on August 27, 2025, the corresponding PE ratios are projected to be 16.28, 19.53, and 17.37, with EPS of 1.10, 0.92, and 1.03 yuan respectively, suggesting continued attention [4]