证券之星消息，2月23日南向资金增持26.4万股中国中药（00570.HK）。近5个交易日中，获南向资金减 持的有3天，累计净减持1560.2万股。近20个交易日中，获南向资金增持的有10天，累计净增持1971.2万 股。截至目前，南向资金持有中国中药（00570.HK）16.12亿股，占公司已发行普通股的32.0%。 中国中药控股有限公司是一家主要从事中药制造及销售的投资控股公司。该公司通过四个分部运营业 务。一方分部主要从事中药配方颗粒、中药大健康产品及中药饮片的生产及销售。天江分部主要从事中 药配方颗粒、中药饮片及中药大健康产品的生产及销售。该分部还透过其线下医疗机构提供中医药相关 的医疗保健解决方案,包括中医问诊诊断、中医理疗、中药配方颗粒处方药等产品。同济堂分部主要从 事中药配方颗粒、中药饮片及中成药的生产及销售。该分部还从事大健康产业的各种大健康产品的生产 及销售及透过线下医疗机构提供中药医疗保健解决方案。 以上内容为证券之星据公开信息整理，由AI算法生成（网信算备310104345710301240019号），不构成 投资建议。 ...

Group 1 - The merger talks between mining giants Rio Tinto and Glencore have officially ended, marking the third attempt in over a decade to combine forces, with the potential to create a company valued at over $200 billion [1] - Rio Tinto stated that after thorough due diligence and evaluation, it could not reach an agreement that would create long-term value for shareholders, leading to the decision to abandon the merger discussions [1] - Glencore responded by claiming that Rio Tinto's proposed terms significantly undervalued its potential contributions and did not offer a reasonable premium for control, while also rejecting Rio Tinto's insistence on retaining its current leadership positions post-merger [1] Group 2 - The failed merger attempt occurs against a backdrop of increased activity in the global mining sector, with mining deal values reaching a 13-year high in 2025, driven by rising demand for copper in electric vehicles, renewable energy, and data centers [2] - Standard & Poor's projects that annual copper demand from data centers will grow from approximately 1.1 million tons in 2025 to 2.5 million tons by 2040, indicating a potential supply gap of 10 million tons by 2040 if copper supply does not expand effectively [2] - Glencore has shifted its strategic focus towards copper business growth, aiming to double its annual copper production to 1.6 million tons by 2035 and become one of the largest copper producers globally within the next decade [2]

港股 中药股盘初强势，其中，中国中药一度涨超8%，目前回落至3%，位元堂涨5.8%， 同仁堂国药、 福森药业涨超1%， 白云山、同仁堂科技、吉林长龙药业跟涨。 ...

Core Insights - The Hong Kong Traditional Chinese Medicine (TCM) stocks showed strong performance, with China Traditional Chinese Medicine rising over 8% initially before settling at a 2.9% increase, while other stocks like Wei Yuan Tang and Tong Ren Tang Guo Yao also saw gains [1][2] Industry Developments - The Ministry of Industry and Information Technology, along with eight other departments, issued the "Implementation Plan for High-Quality Development of the TCM Industry (2026-2030)" [1] - By 2030, a collaborative development system for the entire TCM industry chain is expected to be initially formed, with enhanced stable supply capabilities for key TCM raw materials and significant improvements in digitalization and greening levels [1] - The plan emphasizes the use of artificial intelligence and big data to create knowledge graphs for classic formulas and experiences from renowned TCM practitioners [1] Policy Implications - Analysts view this plan as a systemic, long-term policy benefit for TCM stocks, marking a shift from "extensive growth" to "quality and value-driven" development [1] - The plan serves as a "general program" for the development of the TCM industry over the next five years, focusing on raising industry standards, encouraging innovation, and driving a profound supply-side reform [1]

Group 1 - The core viewpoint of the news is that the Chinese traditional medicine sector is experiencing a strong market response following the release of a new development plan by the Ministry of Industry and Information Technology and seven other departments, which aims to enhance the quality and innovation of the industry by 2030 [1] - The plan outlines that by 2030, a collaborative development system for the entire traditional Chinese medicine (TCM) industry chain will be initially formed, with a focus on stable supply of key TCM raw materials and significant improvements in digitalization and greening levels [1] - Analysts suggest that this plan represents a systematic and long-term policy benefit for TCM stocks, marking a shift from "extensive growth" to "quality and value-driven" growth, serving as a guiding framework for the development of the TCM industry over the next five years [1] Group 2 - The stock performance of TCM companies shows a positive trend, with China Traditional Chinese Medicine rising over 8% at one point, currently up by 2.9%, and other companies like Yuyuan Tang and Tong Ren Tang also experiencing gains [2] - Specific stock price changes include: Yuyuan Tang at 0.365 with a 5.80% increase, China Traditional Chinese Medicine at 2.130 with a 2.90% increase, and Fosen Pharmaceutical at 0.750 with a 1.35% increase [2] - Other companies such as Tong Ren Rong Guo Yao, Baiyun Mountain, Tong Ren Tang Technology, and Jilin Changlong Pharmaceutical also reported slight increases in their stock prices, indicating a broader positive sentiment in the TCM sector [2]

Core Viewpoint - The traditional Chinese medicine sector is experiencing active market performance, with several companies showing significant stock price increases amid broader market conditions [2] Company Performance - China Traditional Chinese Medicine (00570.HK) saw a stock price increase of 5.8%, reaching HKD 2.19 [2] - Yao Wang Tang (00897.HK) experienced a rise of 4.35%, with its stock priced at HKD 0.36 [2] - Tong Ren Tang Guo Yao (03613.HK) increased by 2.38%, trading at HKD 9.03 [2] - Tong Ren Tang Technology (01666.HK) rose by 1.83%, with a stock price of HKD 4.44 [2]

消息面上，2月5日，工信部等八部门印发《中药工业高质量发展实施方案（2026—2030年）》（以下简 称"实施方案"）。其中提到，到2030年，培育一批引领带动能力突出的中药工业领航企业，培育60个高 标准中药原料生产基地。推动一批中药创新药获批上市，新培育10个中成药大品种，推动一批医疗机构 中药制剂转化为中药创新药。 智通财经APP获悉，中医药概念逆市活跃，截至发稿，中国中药(00570)涨5.8%，报2.19港元；位元堂 (00897)涨4.35%，报0.36港元；同仁堂国药(03613)涨2.38%，报9.03港元；同仁堂科技(01666)涨1.83%， 报4.44港元。 光大证券表示，2026年中药行业的投资逻辑将从"成本修复"转向"价值成长"，政策红利的持续释放与企 业经营效率的提升，将推动行业盈利水平稳步改善。随着中医药"走出去"步伐加快，中药产品国际注册 与市场开拓的提速，具备品种优势与国际化能力的中药企业，有望在全球市场中获得新的增长空间。 ...

股份發行人及根據《上市規則》第十九B章上市的香港預託證券發行人的證券變動月報表 | 截至月份: | 2026年1月31日 | 狀態: 新提交 | | --- | --- | --- | | 致：香港交易及結算所有限公司 | | | | 公司名稱: | 中國中藥控股有限公司 | | | 呈交日期: | 2026年2月4日 | | | I. 法定/註冊股本變動 不適用 | | | FF301 第 1 頁 共 10 頁 v 1.2.0 FF301 II. 已發行股份及/或庫存股份變動及足夠公眾持股量的確認 1. 股份分類 普通股 股份類別 不適用 於香港聯交所上市 (註1) 是 證券代號 (如上市) 00570 說明 已發行股份（不包括庫存股份）數目 庫存股份數目 已發行股份總數 上月底結存 5,035,801,852 0 5,035,801,852 增加 / 減少 (-) 本月底結存 5,035,801,852 0 5,035,801,852 足夠公眾持股量的確認(註4) | 根據《主板上市規則》第13.32D(1)條或第19A.28D(1)條 / 《GEM上市規則》第17.37D(1)條或第25.21D(1)條 ...

香港交易及結算所有限公司及香港聯合交易所有限公司對本公告之內容概不負責，對其 準確性或完整性亦不發表任何聲明，並明確表示概不就因本公告全部或任何部份內容而 產生或因依賴該等內容而引致之任何損失承擔任何責任。 CHINA TRADITIONAL CHINESE MEDICINE HOLDINGS CO. LIMITED 570 2026年2月2日舉行之 股東特別大會之投票表決結果 董事會欣然宣佈，於2026年2月2日舉行之股東特別大會提呈之決議案已獲股東以投票 方式正式通過。 茲提述中國中藥控股有限公司日期為2026年1月15日之股東特別大會通告及通函（「通 函」）。除文義另有所指外，本公告所用之詞彙與通函所界定者具有相同涵義。 決議案之投票表決結果如下： | | | 普通決議案 | | 所投票數及佔所投總票數百分比 | 所投總票數 | | --- | --- | --- | --- | --- | --- | | | | | 贊成 | 反對 | | | 1 . | | 批准、確認及追認金融服務 | 731,795,341 | 232,301,915 | 964,097,256 | | | | （2026-20 ...

铜铜铜铜 铜铜铜 2 0 2 6 / 1 / 2 7 作者：刘诗瑶 联系人：周小鸥 从业资格证号：F3041949 从业资格证号：F03093454 交易咨询证号：Z0019385 邮箱：zhouxiaoou@zjtfqh.com 邮箱：liushiyao@zjtfqh.com 审核：李文涛 交易咨询证号：Z0015640 我公司依法已获取期货交易咨询业务资格 本周观点 ◼ 上周，铜价探低回升，沪期铜最高触及99500元/吨附近支撑表现良好，LME铜短线支持位在12700美元/吨。本周初来看，有色板块在贵金属点 燃市场情绪下，开始走高，预计铜价短期内有望上探前期历史高位，等待更高的机会出现新一轮上攻。 ◼ 特朗普最新的倡议是他的"和平委员会"——在达沃斯高调发布。该委员会的抱负如今显然已远远超出最初稳定和重建加沙的目标。特朗普 政府正在做的是打造一个联合国以外的替代性论坛。市场更担忧的在于，特朗普政府任期还剩三年，他反复无常的举动引发重大危机的可能 性相当高——从全球经济到国际政治体系，再到美国自身民主与社会的稳定。在这种情况下，对于美国的盟友而言，对美国"去风险化"似 乎是唯一理性的策略。但在一个美国仍然是 ...