（文章来源：证券日报） 证券日报网讯 2月3日，吉林敖东在互动平台回答投资者提问时表示，公司密切关注集采常态化下仿制 药的市场竞争格局，围绕新产品和大品种二次开发稳步推进各研发项目，布局癌症、肾病、糖尿病、心 脑血管等多个治疗领域药物研发，同时通过医药产业基金布局生物医药相关项目。公司依托"医药健康 +金融资本"双轮驱动，以金融投资收益反哺医药主业，将结合发展实际合理规划研发投入，稳步推进 研发工作，持续提升公司核心竞争力。 ...

证券日报网讯 2月3日，吉林敖东在互动平台回答投资者提问时表示，公司2025年业绩预告系综合全年 经营、投资收益等因素测算，业绩取得大幅增长主要原因是公司公允价值变动收益及投资收益同比增 加。公司主营业务经营稳健，整体基本面稳定，未发生重大变化。 （文章来源：证券日报） ...

证券日报网讯 2月3日，吉林敖东在互动平台回答投资者提问时表示，公司高度关注医药行业集采常态 化及创新药发展趋势，聚焦医药主业，持续推进产品创新研发，并通过产业基金布局生物制药等创新领 域。公司将结合医药全产业链优势，科学统筹研发投入，审慎评估创新药研发方向与布局节奏，稳步推 进研发工作，持续提升公司核心竞争力。 （文章来源：证券日报） ...

泓德泓业混合（001695）基金经理为姚学康。 2月3日，吉林敖东跌0.05%，截至发稿，报18.87元/股，成交4.22亿元，换手率1.88%，总市值225.67亿 元。吉林敖东股价已经连续3天下跌，区间累计跌幅9.24%。 资料显示，吉林敖东药业集团股份有限公司位于吉林省敦化市敖东大街2158号，成立日期1993年3月20 日，上市日期1996年10月28日，公司主营业务涉及中成药、生物化学药研发、制造和销售,同时积极布 局保健食品、食品、养殖、种植等领域。主营业务收入构成为：中药60.90%，连锁药店批发和零售 16.59%，化学药品12.73%，食品7.39%，其他产品1.76%，其他(补充)0.62%。 从基金十大重仓股角度 数据显示，泓德基金旗下1只基金重仓吉林敖东。泓德泓业混合（001695）四季度持有股数2.29万股， 占基金净值比例为0.58%，位居第九大重仓股。根据测算，今日浮亏损失约229元。连续3天下跌期间浮 亏损失4.4万元。 泓德泓业混合（001695）成立日期2015年8月27日，最新规模7685.51万。今年以来收益4.97%，同类排 名2352/8874；近一年收益18.93 ...

证券日报网讯2月2日，吉林敖东（000623）在互动平台回答投资者提问时表示，公司坚持"医药健康 +金融资本"双轮驱动战略，公司拥有深厚的医药产业积淀、成熟的产品矩阵及稳固的市场竞争力，是 公司实现可持续发展的根基。金融投资业务反哺医药产业发展，投资收益主要用于医药领域的研发、生 产及产业链升级，与医药产业形成良性协同。未来公司将持续深化产融协同，力争以稳健业绩回报广大 投资者。 ...

Core Viewpoint - The recent performance of the Chinese medicine sector, particularly the Chinese Medicine ETF (560080), indicates a potential shift in investment style, with increasing capital inflow and favorable valuation metrics suggesting a recovery phase ahead for the industry [3][8]. Group 1: Market Performance - On February 2, the Shanghai Composite Index fell by 2.48%, while the Chinese Medicine ETF (560080) experienced a decline of 1.24%, with a total trading volume exceeding 70 million yuan [1]. - The Chinese Medicine ETF has seen continuous capital inflow, accumulating over 100 million yuan in net inflow over the past five days [1][3]. Group 2: Valuation Metrics - The latest price-to-earnings ratio (PE-TTM) for the index tracked by the Chinese Medicine ETF is 23.96, indicating that the valuation is below 85.61% of the time since its inception in May 2015, highlighting attractive valuation opportunities [3]. - The Chinese medicine sector is perceived to be entering a "sweet spot" in terms of valuation, with a significant portion of stocks showing potential for recovery [3]. Group 3: Individual Stock Performance - Most of the weighted stocks in the Chinese Medicine ETF index closed lower, with notable declines including Jilin Aodong down over 7% and Darentang down over 3% [5]. - Conversely, Dong'e Ejiao was one of the few stocks that rose, gaining over 1% [5]. Group 4: Earnings Forecasts - Jilin Aodong has projected a net profit of approximately 2.265 to 2.482 billion yuan for 2025, representing a year-on-year growth of 46.0% to 60.0%, attributed to increased fair value changes and investment income [7]. - As of January 31, 11 companies within the Chinese Medicine ETF index have released earnings forecasts, with six reporting positive year-on-year growth [7]. Group 5: Future Outlook - The Chinese medicine sector is expected to experience a rebound in 2026, driven by inventory digestion and an anticipated increase in flu incidence in Q4 2025, which may enhance sales of related OTC products [8]. - The potential update of the essential drug catalog is also seen as a catalyst for growth, with companies that can meet the new criteria likely to benefit [8]. Group 6: Investment Themes - Three main investment themes have been identified for the Chinese medicine industry: price governance, consumption recovery, and state-owned enterprise reform [9][10][11]. - The focus on price governance suggests that companies with competitive advantages may benefit from price reductions leading to increased market share [9]. - The recovery of consumer demand, driven by macroeconomic improvement and an aging population, is expected to support sales growth in the Chinese medicine sector [10]. - State-owned enterprises in the industry are anticipated to present investment opportunities as reforms aim to enhance efficiency and performance [11].

| 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | | --- | --- | --- | --- | --- | --- | --- | | 300878 | 维康药业 | 27.93 | 6.68% | 7.22万 | | 2666T | | 002644 | 佛慈制药 | 9.21 | 4.66% | 25.93万 | | 2.38亿 | | 000423 | 东阿阿胶 | 51.39 | 1.50% | - 16.66万 | | 8.63亿 | | 600129 | 太极集团 | 17.66 | 0.68% | 17.40万 | | 3.12亿 | | 603896 | 寿仙谷 | 20.54 | 0.29% | 2.72万 | | 5605.12万 | | 301331 | 恩威医药 | 28.51 | 0.11% | 1.57万 | | 4552.78万 | | 600436 | 片仔瘦 | 160.40 | 0.00% | 3.58万 | | 5.80亿 | | 300147 | ST香雪 | 9.44 | 0.00% | 9.98万 | | 9473.45万 ...

Group 1 - Jilin Aodong Pharmaceutical Group Co., Ltd. experienced a decline of 5.09% in stock price, reaching 19.40 CNY per share, with a trading volume of 518 million CNY and a turnover rate of 2.22%, resulting in a total market capitalization of 23.2 billion CNY [1] - The company, established on March 20, 1993, and listed on October 28, 1996, is primarily engaged in the research, development, manufacturing, and sales of traditional Chinese medicine and biochemical drugs, while also expanding into health food, food, breeding, and planting sectors [1] - The revenue composition of Jilin Aodong includes traditional Chinese medicine at 60.90%, wholesale and retail of chain pharmacies at 16.59%, chemical drugs at 12.73%, food at 7.39%, other products at 1.76%, and additional income at 0.62% [1] Group 2 - From the perspective of fund holdings, one fund under China Merchants Asset Management has Jilin Aodong as its second-largest holding, with 17,900 shares, accounting for 2.52% of the fund's net value, resulting in an estimated floating loss of approximately 18,600 CNY today [2] - The fund, China Merchants CSI 500 Index Enhanced Initiation A (023192), was established on January 16, 2025, with a latest scale of 13.4258 million CNY, and has achieved a year-to-date return of 10.94%, ranking 999 out of 5,579 in its category [2] - Over the past year, the fund has generated a return of 48.38%, ranking 1,410 out of 4,285 in its category, and since inception, it has achieved a return of 48.02% [2]

本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚假记载、误导性陈述或重大遗 漏。 一、本期业绩预计情况 1、业绩预告期间：2025年1月1日至2025年12月31日。 2、业绩预告情况：自愿性业绩预告 （1）以区间数进行业绩预告的 单位：万元 二、与会计师事务所沟通情况 登录新浪财经APP 搜索【信披】查看更多考评等级 证券代码:000623 证券简称:吉林敖东 公告编号:2026-001 公司已就业绩预告有关事项与会计师事务所进行了预沟通，公司与会计师事务所在业绩预告方面不存在 分歧。本次业绩预告未经过注册会计师预审计。 三、业绩变动原因说明 报告期内，公司围绕市值管理，聚焦医药主业，持续提升经营质量，积极践行"专注于人、专精于药"的 企业价值观，实施"大品种群、多品种群"的销售拉动政策，坚持走"医药健康+金融资本"双轮驱动快速 发展的道路，按照年初制定的估值提升计划有序推进各项工作，业绩取得大幅增长主要原因是公司公允 价值变动收益及投资收益同比增加。 2025年，预计非经常性损益金额对净利润的影响金额约为19,568.93万元（2024年同期为-2,151.12万 元）。 四、风险提示 1 ...

证券日报网讯 1月30日，吉林敖东发布公告称，公司预计2025年度归属于上市公司股东的净利润为 226503.39万元至248222.90万元，比上年同期增长46.00%至60.00%。 （编辑 丛可心） ...