奇葩说水泥主业下滑 炒股赚翻了！上峰材料上半年净利暴增452% 扣非利润却下滑近五成_我的网站
A | CVS Health is planning to remove one type of a common decongestant from shelves after an advisory committee to the U.S. Food and Drug Administration said it was ineffective earlier this year.The products contain the oral formulation of phenylephrine (PE), which is found in several over-the-counter (OTC) medications.Although PE has been used as a decongestant for nearly a century, experts have been questioning its efficacy for years.The FDA Nonprescription Drugs Advisory Committee unanimously voted in September that PE did not improve nasal congestion any more than a placebo at the dosage given for OTC use.In response, CVS said it is removing products, in which PE is the only active ingredient from store shelves. This means products like Dayquil, which used a combination of active ingredients, will remain available for purchase."We are aware of the FDA Advisory Committee's position on oral phenylephrine (PE) and will follow direction from the FDA to ensure products we sell comply with all laws and regulations," CVS Health said in a statement. "We are removing certain oral cough and cold products that contain phenylephrine as the only active ingredient from CVS Pharmacy stores. Other oral cough and cold products will continue to be offered to meet consumer needs."CVS did not give specifies on brands that will be removed.The FDA told ABC News it has not yet determined whether it no longer considers PE to be a safe and effective medication and has not ordered the product to be removed from shelves. CVS's move is voluntary."The FDA has no further information to provide at this time regarding the timing of any decision the agency may make following the advisory committee meeting," the federal health agency said.The Consumer Healthcare Products Association told ABC News that the advisory committee's recommendation is a non-binding decision and not a change in regulation."FDA is currently in the process of reviewing the regulatory status of oral phenylephrine (PE) following September's advisory committee meeting," CHPA said in a statement. "Until FDA makes a determination on the committee's recommendation, oral PE remains a Category 1 OTC ingredient, which is generally recognized as safe and effective."Concerns were first raised about PE in 2007. Since then, evidence has accumulated showing that the drug offers little to no relief for nasal congestion.Experts believe this is because the body processes the drug before it reaches the nasal passages where it needs to work.It's unclear if other major retail pharmacy chains will follow in CVS's footsteps.Walgreens Boots Alliance would not disclose whether it was planning to remove products with PE from store shelves and said it would defer to the FDA."Walgreens follows FDA regulations. We are closely monitoring the situation and actively partnering with the Walgreens Office of Clinical Integrity and suppliers on appropriate next steps," a Walgreens spokesperson told ABC News.Other major pharmacy chains including Albertsons, Costco and Kroger did immediately reply to ABC News' request for comment. Walmart did not have an answer immediately available.ABC News' Sasha Pezenik and Sony Salzman contributed to this report.。
B | 值得关注的是，公司在股权投资业务上取得显著进展。报告期内，公司出资1.4320亿元通过苏州睿存创业投资合伙企业（有限合伙）、苏州元析创业投资合伙企业（有限合伙）新增投资苏州威孚、汉京半导体、以心医疗等项目，同时多个被投项目进入IPO申报、辅导阶段。
C | 截至2026年6月末，公司新经济股权投资累计规模达21.70亿元。 财报显示，2026年1-6月业绩比上年同期大幅增长的主要原因是来自投资收益，其中本期公司通过基金持有的盛合晶微等标的股权确认公允价值变动收益等因素，形成非经常性损益12.13 亿元，占公司本期归属于上市公司股东的净利润的比例约为88.93%；建材业务受下游需求走弱影响，水泥销量及均价同比下滑，使得扣除非经常性损益后的净利润同比下降。
D | 读创财经注意到，2026年半年报未计入上峰材料持有的9115.31万股长鑫科技股权的上市浮盈收益。长鑫科技已于2026年7月份登陆科创板，将为公司带来可观的后续利润增量。 据国家统计局、数字水泥网统计数据，2026年上半年，全国水泥产量7.36亿吨，同比下降8.0%，创17年同期新低，整个行业呈现需求大幅萎缩、产能供给过剩、产品售价持续走低的困境，上半年全行业预计亏损20亿至30亿元，行业亏损面约60%。上峰材料身处其中，未能幸免。 上半年，水泥市场需求下降，公司水泥产品销量与售价同比下降，影响营业收入同比下降。上半年，上峰材料销售水泥637.08万吨，同比下降10.54%；水泥平均售价214.60元/吨，每吨较去年同期下跌40.09元。 报告期内，公司综合毛利率25.84%，销售净利率、净资产收益率在行业中处于较高水平。 值得关注的是经营活动现金流。上半年经营活动产生的现金流量净额为3.11亿元，同比下降34.50%，主要是因报告期建材业务经营效益下降。在主业量价齐跌的背景下，公司经营“造血”能力正在减弱。
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F | Current article:http://6ys5.xiongpeiduanlouduoennongleng.cyou/news/20260826_4794025.html Published on:10:29:56 |
上峰材料表示，报告期内公司投资的盛合晶微成功上市发行，给公司带来大额非经常性收益，有效对冲了水泥主业的盈利下滑，成为平滑行业下行周期的重要缓冲工具。
（文章来源：深圳商报·读创）。