四川合纵药易购医药股份有限公司(证券代码：300937)于2025年8月11日发布半年报。报告显示，公司 当期实现营业收入 21.57 亿元。虽较上年同期略有波动，但结合市场情况与行业综合来看符合市场预 期。本期报告中显示药易购长期价值生态版图已十分清晰，核心业务结构性优化与创新赛道突破为中长 期发展奠定坚实基础。 下游：全域触达激活 C 端价值 线上，重庆药大麦 2025 年上半年收入 1.5 亿元，达 2024 年全年的 77.73%，"伟哥" 系列产品在电商平 台处方药类目 GMV 排名第一;玉鑫中医世家作为拼多多 "十大国民健康品牌"，中成药占比超 80%，复 购率达 68%，全域粉丝超 100 万。线下，通过控股 / 参股 451 家连锁药店(含 1474 家加盟店)，结合 O2O 无人智能药仓，在成都实现 "9 分钟达" 即时配送，O2O 订单量增长 67%。 产业链上下游布局、数智化生态构建、C 端全域触达等核心战略领域的投入持续加码，以全渠道供应链 为核心，以数智创新技术为加速，通过人才与资本加速发展的战略路径逐渐明朗，"医药+科技"、"平台 +生态"、"自营+赋能"的核心定位正加速成型。短期 ...

编号：2025-002 证券代码：300937 证券简称：药易购 四川合纵药易购医药股份有限公司 2025 年 6 月 10 日投资者关系活动记录表 | 保障，明确国家保护传统中药加工技术和工艺，支持传统剂型 | | | | | | | | --- | --- | --- | --- | --- | --- | --- | | 中成药的生产，鼓励运用现代科学技术研究开发传统中成药。 | | | | | | | | 公司通过股权合作、独家经销等多种方式深入布局中成药。例 | | | | | | | | 如，公司与苏州玉森新药开发有限公司开展全面深化战略合作， | | | | | | | | 锁定其核心全国独家中成药产品芩苓子阴道灌注液院外销售权 | | | | | | | | 益，共同推动中医药产业创新发展。 | | | | | | | | 未来，公司将通过对优质民族药/中成药工业企业采用"股 | | | | | | | | 权合作+独家经营"等多种方式深入布局，实现民族药、中成药 | | | | | | | | 创新高效发展。感谢您的关注！ | | | | | | | | 附件清单（如有） | | | | | ...

Group 1: Future Development Direction - The company's core future development direction is to master the pricing power of key products through various pharmaceutical models, including MAH and exclusive "custom" investments, aiming to create a product ecosystem in specific disease areas [1] - Key product selections focus on unique and scarce items in traditional Chinese medicine, special dietary products, medical devices, and synthetic biology, which are difficult for competitors to replicate [1] Group 2: Product Matrix Expansion - The company has a product matrix that includes exclusive items such as the national exclusive "Wei Ge" series trademark products and various traditional medicine products, with plans to continuously expand this matrix to enhance profitability [2] Group 3: Mergers and Acquisitions - The company does not rule out the possibility of mergers and acquisitions to expand its business scope, especially in the context of the recent active merger market following the release of the "Six Opinions on Mergers and Acquisitions" by the China Securities Regulatory Commission [3] Group 4: Intelligent Layout and Digital Transformation - As the first listed pharmaceutical internet enterprise in China, the company is fully promoting digital transformation and intelligent upgrades, including numerous updates and iterations on its pharmaceutical supply chain system and e-commerce platform [4] - The company is leveraging artificial intelligence to enhance operational efficiency, with applications such as automatic stock reminders and price alerts, and is deploying top domestic AI models for various innovative applications [4]