Summary of Key Points Core Viewpoint - As of July 31, the total margin financing and securities lending balance on the Beijing Stock Exchange (BSE) was 6.33 billion yuan, showing a decrease of 11.37 million yuan from the previous trading day, indicating a slight contraction in market activity [1]. Financing and Margin Data - The financing balance was 6.33 billion yuan, down by 11.32 million yuan, while the securities lending balance was 71.83 thousand yuan, down by 5.50 thousand yuan [1]. - The stocks with the highest financing balances included Jinbo Biological (360 million yuan), Airon Software (166 million yuan), and Better Ray (166 million yuan), with an average financing balance to market capitalization ratio of 1.19% [1]. - The stocks with the highest ratios of financing balance to market capitalization were Shengye Electric (5.25%), Wanyuantong (4.01%), and Litong Technology (3.54%) [1]. Sector Performance - In terms of industry statistics, the sectors with the most stocks receiving net financing above 1 million yuan were machinery equipment (11 stocks), pharmaceutical biology (4 stocks), and automotive (3 stocks) [2]. - On July 31, stocks with net financing above 1 million yuan had an average increase of 11.91%, with notable gainers including Dingjia Precision (up 479.12%), Hujiang Materials (up 4.16%), and Xinjiang (up 3.46%) [2]. - Conversely, 27 stocks experienced declines, with the largest drops seen in Wuxin Tunnel Equipment, Guangzi International, and Zizhong Palace [2]. Trading Activity - The weighted average turnover rate for stocks with net financing above 1 million yuan was 6.32%, with the highest turnover rates recorded for Dingjia Precision (89.34%), Xinjiang (19.36%), and Wanyuantong (18.18%) [2]. - The average daily turnover rate for BSE stocks on that day was 4.52% [2]. Notable Stocks - The stocks with the largest increases in financing balance included Wuxin Tunnel Equipment (increase of 12.68 million yuan), Sanyuan Gene (increase of 9.71 million yuan), and Deyuan Pharmaceutical (increase of 8.65 million yuan) [2][3]. - Other notable stocks with significant financing balance increases were Wanyuantong, Huifeng Diamond, and Dingjia Precision, with respective increases of 7.33 million yuan, 4.78 million yuan, and 4.25 million yuan [2][3].

Investment Rating - The report suggests a focus on sectors such as innovative pharmaceuticals, AI hardware, and childcare subsidies, indicating a positive outlook for these areas [4][18]. Core Insights - The market is experiencing a rebound, with the North Exchange A-share trading volume reaching 26.42 billion yuan, an increase of 2.19 billion yuan from the previous trading day. The North Exchange 50 Index closed at 1465.32, up 0.68%, with a PE_TTM of 68.41 times [2][8]. - The report highlights strong performance in the innovative pharmaceutical sector, driven by national childcare subsidy policies and industry R&D advancements, with companies like Sanmian Gene seeing a rise of over 20% [4][15]. - The report anticipates a mixed market in the short term but expects resilience in the medium to long term due to policy dividends and industrial upgrades [4]. Summary by Sections Market Review - On July 29, the North Exchange A-share trading volume was 26.42 billion yuan, with 268 companies listed. Among these, 98 companies rose, 8 remained flat, and 162 fell [2][15]. - The top five gainers included Sanmian Gene (20.80%), Jikang Instrument (20.40%), and Huaitong New Materials (14.20%) [15][17]. Important News - The establishment of the third state-owned automobile enterprise, China Chang'an Automobile Group, aims to enhance the development of intelligent connected new energy vehicles [18]. - The report also mentions the establishment of a new semiconductor photomask company in Anhui, which will focus on producing photomasks for 28nm and above process nodes [19]. Key Company Announcements - Yintu Network received 10 software copyright registration certificates from the National Copyright Administration [3][24]. - Zhongcheng Technology signed a cooperation agreement with China Mobile for a big data cloud platform service project worth 50.52 million yuan [3][20]. - Sanmian Gene announced the approval of a new drug, recombinant human interferon α1b spray, by the National Medical Products Administration [3][22].

每经讯，2025年7月29日，北交所上市公司三元基因（837344，收盘价：34.84元）登上龙虎榜，交易方式是连续竞价，披露原因 是当日收盘价涨幅达到20.76%，成交数量1438.74万股，成交金额4.83亿元。买一席位为国金证券股份有限公司深圳分公司，买 入1112.04万元；卖一席位为国泰海通证券股份有限公司深圳海岸城海德三道营业部，卖出1367.66万元。 | | 2025-07-29三元基因(837344) 龙虎榜 | | | | --- | --- | --- | --- | | 序号 | 交易营业部名称 | 买入金额(元) | 卖出金额(元) | | ポリ | 国金证券股份有限公司深圳分公司 | 11120395.2 | 5765598.34 | | 买2 | 机构专用 | 9274827.26 | 4197721.83 | | 考3 | 国联民生证券股份有限公司国联民生证券北京分公司 | 8837973.24 | 0 | | 买4 | 国信证券股份有限公司深圳红岭中路证券营业部 | 8127951.58 | 6179868.15 | | ન્નેર | 东方财富证券股份有限公司拉萨团结路第二 ...

证券日报网讯7月29日晚间，三元基因发布公告称，近日，公司收到国家药品监督管理局核准签发的重 组人干扰素α1b喷雾剂(25万IU(25μg)：5ml/支)《药品补充申请批准通知书》。 ...

（文章来源：21世纪经济报道） 7月29日，医药板块表现亮眼，多只个股涨幅显著。其中，三元基因（837344.BJ）以20.76%的涨幅领 跑，睿智医药（300149.SZ）、药石科技（300725.SZ）紧随其后，分别上涨20.02%和18.77%。奥翔药 业、亚太药业、辰欣药业、人民同泰、九洲药业等多股涨停。市场分析认为，医药板块的强势表现或与 政策利好及行业景气度提升有关。 ...

证券代码：837344 证券简称：三元基因 公告编号：2025-052 剂型：喷雾剂 注册分类：治疗用生物制品 规格：25 万 IU（25μg）：5ml/支 北京三元基因药业股份有限公司关于 重组人干扰素 α1b 喷雾剂 获得《药品补充申请批准通知书》的公告 本公司及董事会全体成员保证公告内容的真实、准确和完整，没有虚假记 载、误导性陈述或者重大遗漏，并对其内容的真实性、准确性和完整性承担个 别及连带法律责任。 近日，北京三元基因药业股份有限公司（以下简称"公司"）收到 国家药品监督管理局核准签发的重组人干扰素 α1b 喷雾剂（25 万 IU （25μg）：5ml/支）《药品补充申请批准通知书》，现将有关情况公告如 下： 一、《药品补充申请批准通知书》主要内容 药品名称：重组人干扰素 α1b 喷雾剂 商品名称：运德素 公司重组人干扰素 α1b 喷雾剂获得《药品补充申请批准通知书》， 将能够进一步增加医生与患者的用药选择，更好地满足临床治疗需求， 巩固并提升公司产品的品牌效应和市场竞争力。 四、风险提示 该药品未来的生产和销售情况受到市场环境和国家政策等因素 的影响，存在不确定性，敬请广大投资者谨慎决策，注意防 ...

（原标题：三元基因涨20.76%，龙虎榜上机构买入927.48万元，卖出419.77万元） 三元基因（837344）今日上涨20.76%，全天换手率12.67%，成交额4.83亿元，振幅29.58%。龙虎榜数据显示，机构净买入507.71万元，营业部席 位合计净卖出2285.62万元。 北交所公开信息显示，当日该股因日涨跌幅达到20.76%上榜，机构专用席位净买入507.71万元。 证券时报•数据宝统计显示，上榜的前五大买卖营业部合计成交1.19亿元，其中，买入成交额为5051.45万元，卖出成交额为6829.36万元，合计净 卖出1777.91万元。 | 买/卖 | 会员营业部名称 | 买入金额（万元） | 卖出金额（万元） | | --- | --- | --- | --- | | 买一 | 国金证券股份有限公司深圳分公司 | 1112.04 | 576.56 | | 买二 | 机构专用 | 927.48 | 419.77 | | 买三 | 国联民生证券股份有限公司国联民生证券北京分公司 | 883.80 | 0.00 | | 买四 | 国信证券股份有限公司深圳红岭中路证券营业部 | 812.80 | 6 ...

三元基因公告，公司近日收到国家药品监督管理局核准签发的重组人干扰素α1b喷雾剂(25万IU(25μg)： 5ml/支)《药品补充申请批准通知书》。此次批准通知修订了说明书中的【注意事项】项，将"3.本品仅 供外用，切勿入口，避免接触眼睛。"修订为"3.本品仅供外用，严格遵照医嘱使用，避免接触眼 睛。"该药品于2011年首次批准上市，用于治疗由病毒引起的初发或复发性面部单纯疱疹，具有抗病毒 和免疫调节双重作用。2024年，该产品成功中选江西省医保局发布的《干扰素省际联盟集中带量采购中 选结果通知》，约定采购期4年。 ...

| 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | | --- | --- | --- | --- | --- | --- | --- | | 837344 | 三元基因 | 34.84 | 20.76% | 14.39万 | | 4.83亿 | | 430047 | 诺思兰德 | 25.25 | 11.14% | 14.89万 | | 3.62亿 | | 301080 | 百普赛斯 | 56.66 | 8.07% | 5.96万 | | 3.28亿 | | 603590 | 康辰药业 | 60.15 | 7.93% | 14.36万 | | 8.41亿 | | 300122 | 智飞生物 | 25.06 | 6.50% | 129.92万 | | 31.54亿 | | 688136 | 科兴制药 | 50.47 | 6.41% | 11.16万 | | 5.51亿 | | 688293 | 奥浦迈 | 58.96 | 4.59% | 2.95万 | | 1.73亿 | | 300485 | 赛升药业 | 15.55 | 4.43% | 52.62万 | | 8.08亿 | ...

Group 1: Market Performance - The average daily change for the North Exchange (北证) and A-shares (A股) shows significant fluctuations, with a peak of 30% for Tianrun Technology (天润科技) on July 25, 2025[8] - The trading volume for the North Exchange reached a total of 600 billion CNY, with an average turnover rate of 16% as of July 25, 2025[6] - The average price-to-earnings ratio (PE) for companies listed on the North Exchange varies significantly across industries, with some sectors showing a PE as high as 516.07[12] Group 2: Stock Performance - The top-performing stocks on July 25, 2025, include Tianrun Technology with a 30% increase and a market capitalization of 29.19 billion CNY[8] - Conversely, the worst-performing stock, Jikang Technology (基康技术), saw a decline of 12.56% with a market capitalization of 52.76 billion CNY[9] - The average daily change for the North Exchange was notably higher than that of the A-share market, indicating a more volatile trading environment[7] Group 3: Risks and Challenges - The report highlights risks including lower-than-expected policy support, insufficient technological innovation, and increased market competition[13] - Market volatility remains a significant concern, impacting investor sentiment and stock performance across various sectors[13]