片仔癀控股股东九龙江集团完成增持计划，持股比例升至51.50%
2026年5月1日，漳州片仔癀药业股份有限公司（600436）发布公告，披露控股股东漳州市九龙江集团有限公司（以下简称“九龙江集团”）已完成此前披露的增持公司股份计划。
一、增持计划的核心内容
- 九龙江集团于2026年1月28日首次披露增持计划，计划自2026年2月1日至2026年7月31日（共6个月内），以自有及专项贷款资金通过上海证券交易所集中竞价方式增持片仔癀股份，增持金额区间为人民币3亿元至5亿元（含）。
- 增持计划已于2026年4月30日提前完成，实际累计增持公司股份3,171,311股，占公司总股本的0.53%，累计增持金额为49,999.76万元，达到增持计划下限。
- 增持后，九龙江集团合计持有公司股份310,693,954股，持股比例提升至51.50%，进一步巩固了其控股地位。
二、对股东和投资者的重要影响
- 控股股东增持往往被视为对公司未来发展的信心表现，有助于稳定市场预期，提升公司股价。
- 本次增持计划严格按照《证券法》《上市公司收购管理办法》《上海证券交易所上市公司自律监管指引第8号》等相关法律法规执行，相关信息披露及时、合规。
- 增持完成后，九龙江集团持股比例提升至51.50%，未触及要约收购线，不会导致控股股东或实际控制人发生变化，对公司治理结构没有实质性影响，但进一步稳固了控股权。
- 本次增持计划已获得北京市君致律师事务所出具的法律意见书，确认九龙江集团具备增持资格，且本次增持行为合法合规，并符合可免于发出要约的情形。
- 本次大额增持对市场信心具有提升作用，尤其是在当前市场波动背景下，控股股东以实际行动表达对片仔癀价值的认可，可能对股价产生积极影响。
三、详细信息一览
- 增持时间：2026年2月1日—2026年4月30日
- 增持方式：上海证券交易所集中竞价
- 增持数量：3,171,311股
- 增持金额：49,999.76万元
- 增持后持股数：310,693,954股
- 增持后持股比例：51.50%
- 增持前持股数：307,522,643股，持股比例50.97%
四、投资者须知与提醒
- 本次控股股东大额增持，反映其对公司未来经营及价值的高度认可，属于重大利好消息，建议投资者密切关注后续市场表现。
- 公司控股权进一步稳固，有望增强资本市场对片仔癀的信心。
- 投资者需关注公司后续经营和控股股东动态，警惕市场波动风险。
免责声明：本文资讯基于公司公告整理，不构成任何投资建议。投资者据此操作，风险自负。请结合自身风险承受能力理性判断。
Pianzihuang Controlling Shareholder Jiulongjiang Group Completes Share Increase Plan, Stake Rises to 51.50%
On May 1, 2026, Zhangzhou Pianzihuang Pharmaceutical Co., Ltd. (600436) announced that its controlling shareholder, Zhangzhou Jiulongjiang Group Co., Ltd. (“Jiulongjiang Group”), has completed its previously disclosed share purchase plan.
1. Key Details of the Share Increase Plan
- Jiulongjiang Group first announced the plan on January 28, 2026, stating it would buy Pianzihuang shares via centralized bidding on the Shanghai Stock Exchange between February 1 and July 31, 2026, investing between RMB 300 million and 500 million of its own and specially financed funds.
- The plan was completed ahead of schedule by April 30, 2026, with the group buying a total of 3,171,311 shares, accounting for 0.53% of the company’s total shares, at a total cost of RMB 499.9976 million, reaching the minimum target of the plan.
- Following the purchase, Jiulongjiang Group now holds 310,693,954 Pianzihuang shares, increasing its stake from 50.97% to 51.50% and further solidifying its control of the company.
2. Importance for Shareholders and Market Sensitivity
- A controlling shareholder significantly increasing its stake is typically seen as a vote of confidence in the company’s future, which can help stabilize market expectations and support the share price.
- The plan was executed strictly in accordance with the Securities Law, M&A regulations, and relevant Shanghai Stock Exchange supervision guidelines, with timely and compliant disclosures.
- The increased holding to 51.50% does not trigger a mandatory takeover offer and does not change the company’s controlling or ultimate ownership, but does further strengthen control.
- The purchase was reviewed by Beijing Junzhi Law Firm, confirming Jiulongjiang Group’s eligibility, legality, and compliance, and confirmed as not requiring a public offer.
- This sizeable purchase could boost market confidence, especially in volatile market conditions, as the controlling shareholder demonstrates strong recognition of Pianzihuang’s value.
3. Detailed Data Overview
- Period: February 1 to April 30, 2026
- Means: Centralized bidding on the Shanghai Stock Exchange
- Shares purchased: 3,171,311
- Total amount: RMB 499.9976 million
- Shares held after purchase: 310,693,954
- Stake after purchase: 51.50%
- Previous shares held: 307,522,643 (50.97%)
4. Investor Alerts and Reminders
- The significant share increase by the controlling shareholder signals strong belief in the company’s prospects, which is a material positive development for investors and could impact the share price.
- The control structure is further consolidated, potentially enhancing market confidence in Pianzihuang.
- Investors should monitor the company’s subsequent performance and future actions by the controlling shareholder, and remain cautious of market volatility.
Disclaimer: This article is based on company filings and does not constitute investment advice. Investors should make their own decisions according to their risk profile.
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