每经AI快讯，10月9日，港股石药集团股价表现疲弱，跌幅扩大至4.99%，现价报9.33港元，总市值 1075.04亿港元。今年以来，公司股价累计上涨97.71%。 ...

Core Viewpoint - The National Healthcare Security Administration has announced the 11th batch of centralized drug procurement, which will take place on October 21, covering 55 varieties and 162 specifications, including key areas such as antiviral and kidney disease treatment drugs [1][2]. Group 1: Drug Procurement Policy - The 11th batch of centralized procurement aims to stabilize clinical practices, ensure quality, prevent collusion, and avoid excessive competition [1]. - The new procurement rules will optimize price control mechanisms to prevent companies from underbidding, which previously led to unsustainable low prices [1][4]. - The focus on high-value consumables and medical devices is expected to benefit companies with strong cost advantages and product quality, particularly in major categories like cardiovascular and anti-infection drugs [4][5]. Group 2: Market Opportunities and Challenges - The centralized procurement policy presents both opportunities and challenges for pharmaceutical companies, prompting some generic drug firms to shift towards a combination of generics and innovation [2][5]. - The "anti-involution" trend in the procurement sector is expected to primarily benefit high-value consumables, which have been adversely affected by previous procurement rounds [2][4]. Group 3: Long-term Investment Perspective - Investors are advised to adopt a long-term perspective, as some innovative drug stocks are currently overvalued following previous market enthusiasm [3][9]. - The ongoing improvement of procurement policies is seen as a catalyst for the healthy development of the pharmaceutical industry, favoring large innovative drug companies with strong R&D capabilities [5][9]. Group 4: Company Performance and Projections - Companies like Kelun Pharmaceutical, Jingxin Pharmaceutical, and Fosun Pharma are highlighted for their strong R&D pipelines and potential for growth, with Kelun having over 30 projects focused on oncology [6][7]. - Fosun Pharma has made significant progress in its innovative transformation, with multiple products showing promising clinical trial results [6][8]. - China National Pharmaceutical Group is expected to have nearly 20 innovative products approved in the next three years, with several projected to exceed sales of 2 billion RMB [8].

香港联交所最新资料显示，10月6日，主席兼执行董事蔡东晨增持石药集团(01093)200万股，每股作价 为9.645港元，总金额为1929万港元。增持后最新持股数目约为28.37亿股，最新持股比例为24.62%。 ...

智通财经APP获悉，香港联交所最新资料显示，10月6日，主席兼执行董事蔡东晨增持石药集团 (01093)200万股，每股作价为9.645港元，总金额为1929万港元。增持后最新持股数目约为28.37亿股， 最新持股比例为24.62%。 ...

Group 1 - The latest shareholder equity disclosure for Lion Rock Group (01127) and CSPC Pharmaceutical Group (01093) was conducted on October 6, 2025 [1] - Liu Zhujian increased his holdings in Lion Rock Group from 360 million shares to 362 million shares, representing a holding percentage increase from 46.70% to 46.99% [2] - Cai Dongchen slightly increased his holdings in CSPC Pharmaceutical Group from 2.834 billion shares to 2.835 billion shares, with a holding percentage increase from 24.59% to 24.61% [2]

| 股份代號: | 01093 | | --- | --- | | 上市法國名稱: | 石藥集國有限公 | | 日期 (日 / 月 / 年): | 06/09/2025 - 06 | 格隆汇10月6日丨根据联交所最新权益披露资料显示，2025年10月2日-10月3日，石药集团(01093.HK)获执行董事兼主席蔡东晨在场内以每股均价9.6238- 9.6383港元合计增持725.4万股，涉资约6989.8万港元。 增持后，蔡东晨最新持股数目为2,835,118,670股，持股比例由24.54%上升至24.61%。 | 表格序號 | 大股東/董事/最高行政人員名稱 作出披露的 買入 / 賣出或涉及的股每股的平均價 | | | | | 持有權益的股份數目 佔已發行的 有關事件的日 | | | --- | --- | --- | --- | --- | --- | --- | --- | | | | 原大 | 份數目 | | | (請參閱上述*註解)有投票權股 (日 / 月 / 年) | | | | | | | | | 份自分比 | | | | | | | | | ( % ) | | | DA20251003E00 ...

Core Insights - The latest shareholder equity disclosures for Electronic Trading Group (08036), Shenkong Holdings (00829), and CSPC Pharmaceutical Group (01093) were made on October 3, 2025 [1] Group 1: Electronic Trading Group (08036) - Shareholder 聂凡淇 reduced holdings from 98.04 million shares to 85.22 million shares, representing a decrease in ownership from 7.97% to 6.93% [2] - Financial Data Technologies Limited also reported the same reduction in holdings, confirming the decrease in ownership percentage [2] Group 2: Shenkong Holdings (00829) - Shareholder 周亚仙 increased holdings from 1.627 billion shares to 1.631 billion shares, resulting in a slight increase in ownership from 50.37% to 50.50% [2] Group 3: CSPC Pharmaceutical Group (01093) - Shareholder 蔡东晨 increased holdings from 2.828 billion shares to 2.834 billion shares, leading to a rise in ownership from 24.54% to 24.59% [2]

香港联交所最新资料显示，10月2日，主席兼执行董事蔡东晨增持石药集团(01093)600万股，每股作价 为9.6383港元，总金额为5782.98万港元。增持后最新持股数目约为28.34亿股，最新持股比例为 24.59%。 ...

智通财经APP获悉，香港联交所最新资料显示，10月2日，主席兼执行董事蔡东晨增持石药集团 (01093)600万股，每股作价为9.6383港元，总金额为5782.98万港元。增持后最新持股数目约为28.34亿 股，最新持股比例为24.59%。 ...

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: | 2025年9月30日 | 狀態: 新提交 | | --- | --- | --- | | 致：香港交易及結算所有限公司 | | | | 公司名稱: | 石藥集團有限公司 | | | 呈交日期: | 2025年10月2日 | | | I. 法定/註冊股本變動 不適用 | | | FF301 第 1 頁 共 10 頁 v 1.1.1 FF301 II. 已發行股份及/或庫存股份變動 | 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) | 01093 | 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 | | | 11,521,951,732 | | 0 | | 11,521,951,732 | | 增加 / 減少 (-) | | | 50 ...