8月29日，生物医药ETF（159859）盘中走强，截至发稿涨1.16%，成交额超9400万元，居同标的第 一。成分股中，荣昌生物涨超4%，爱美客、甘李药业、药明康德等跟涨。 华源证券认为，2025年，医药行业已具备多重积极发展因素，基本完成了新旧增长动能转换（创新替代 仿制，出海能力提升），创新药打开中国医药企业增长新曲线。 Wind金融终端数据显示，生物医药ETF（159859）连续三个交易日获资金净流入，累计"吸金"超6100 万元。 万和证券表示，整体来看，指数短线或将面临震荡，但板块轮动表现，不少低位滞涨的品种开启补涨走 势说明资金高低切换迹象逐步加强，市场延续结构性行情，未来降息叠加经济复苏预期，顺周期等方向 仍可重点关注。 生物医药ETF（159859）紧密跟踪国证生物医药指数（399441.SZ），该指数布局均衡，覆盖A股创新 药，CXO，疫苗，血制品多个方向。生物医药ETF（159859）为同标的规模最大、流动性最好的产品。 该ETF还配备了联接基金（A：011040，C：011041）。 （本文机构观点来自持牌证券机构，不构成任何投资建议，亦不代表平台观点，请投资人独立判断和决 策。） 此 ...

Company Overview - WuXi AppTec, established on December 1, 2000, is located in Shanghai and Hong Kong, and was listed on May 8, 2018. The company provides a comprehensive platform for the discovery, development, and manufacturing of small molecule chemical drugs, serving global pharmaceutical companies [1][2]. Financial Performance - For the first half of 2025, WuXi AppTec reported revenue of 20.799 billion yuan, a year-on-year increase of 20.64%, and a net profit attributable to shareholders of 8.561 billion yuan, reflecting a significant year-on-year growth of 101.92% [2]. - The company has distributed a total of 13.027 billion yuan in dividends since its A-share listing, with 9.373 billion yuan distributed over the past three years [3]. Stock Performance - As of August 29, WuXi AppTec's stock price increased by 81.74% year-to-date, with a 3.84% rise over the last five trading days, 4.96% over the last 20 days, and 52.52% over the last 60 days [1]. - The stock was trading at 97.61 yuan per share, with a market capitalization of approximately 288.097 billion yuan [1]. Shareholder Structure - As of June 30, 2025, WuXi AppTec had 235,500 shareholders, with the Hong Kong Central Clearing and Settlement System being the second-largest shareholder, holding 302 million shares, an increase of 56.0239 million shares from the previous period [3].

Group 1 - The medical sector is active, with the largest medical ETF in A-shares (512170) rising by 1% and trading over 4.9 billion yuan, maintaining a leading position with a latest scale of 27.535 billion yuan [1] - Major stocks in the ETF include Mindray, United Imaging, Aier Eye Hospital, Tigermed, and WuXi AppTec, with WuXi AppTec leading the gains at 4% [1] - The ETF passively tracks the CSI Medical Index, which has its top ten weighted stocks listed [1] Group 2 - The 15th China Medical Device Supervision International Conference emphasized support for high-end medical device R&D, with 52 innovative products approved this year [3] - United Imaging's self-developed photon counting CT has been approved for market, marking a significant milestone as the first commercialization of this technology in China [3] - The outlook for the medical sector remains positive, with expectations for growth in overseas markets and the clearing of centralized procurement impacting segments like insulin and orthopedics [3] Group 3 - The medical device sector is seeing increased concentration, with mergers and acquisitions expected to accelerate [3] - Policies are being introduced to enhance original innovation in biomedicine and promote AI in R&D and production [3] - The medical consumables sector is anticipated to stabilize as centralized procurement approaches its end, benefiting from government procurement policies [3]

近期，CXO行业龙头企业药明康德的市场表现与业绩数据呈现出一定反差。尽管公司披露的中期业绩 看似亮眼，但股价却出现明显调整，终结了此前的上涨趋势。这种市场情绪的变化，引发了投资者对公 司真实经营能力的深层思考。 本报（chinatimes.net.cn）记者张斯文 于娜 北京报道 （来源： Wind） 市场情绪的骤变，或受公司不久前披露的2025年中报影响。 药明康德2025年中报的"亮眼"数据，实则是多重短期因素叠加的结果。 深入来看，公司业绩的阶段性增长并非完全源于核心业务的持续发力，而是受到多重短期因素的叠加影 响。其中，特定业务的爆发式增长成为主要驱动力，但这一增长高度依赖外部市场的周期性需求，同时 客户结构的集中化也为未来发展埋下不确定性隐患。 从长期发展视角观察，公司面临的结构性问题逐渐显现。一方面，部分核心业务增长乏力，未能形成协 同效应；另一方面，激进的产能扩张并未带来持续的效益提升，反而可能加剧资源配置的失衡。如何平 衡短期业绩表现与长期竞争力构建，成为摆在公司面前的重要课题。 业绩增长股价下跌 近一个月来，CXO龙头药明康德（603259.SH）股价萎靡不振，自7月30日—8月27日下跌3 ...

药明康德（603259）(02359)发布公告，于2025年8月28日该公司注销1186.08万股A股已购回股份。 ...

格隆汇8月28日丨药明康德(02359.HK)发布公告，2025年8月28日注销1186.08万股购回A股股份。 ...

FF305 翌日披露報表 (股份發行人 ── 已發行股份或庫存股份變動、股份購回及/或在場内出售庫存股份) 表格類別： 股票 狀態： 新提交 公司名稱： 無錫藥明康德新藥開發股份有限公司 呈交日期： 2025年8月28日 如上市發行人的已發行股份或庫存股份出現變動而須根據《香港聯合交易所有限公司（「香港聯交所」）證券上市規則》(「《主板上市規則》」)第13.25A條 / 《香港聯合交易所有限公司GEM證券 上市規則》(「《GEM上市規則》」)第17.27A條作出披露，必須填妥第一章節 。 | 第一章節 | | | | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | | 1. 股份分類 | 普通股 | 股份類別 A | | 於香港聯交所上市 | 否 | | | | 證券代號 (如上市) | | 說明 | 於上海證券交易所上市 | | | | | | A. 已發行股份或庫存股份變動 | | | | | | | | | | | 已發行股份（不包括庫存股份）變動 | | 庫存股份變動 | | | | | 事件 | | 已發行股份（不包括庫存股份）數 ...

智通财经APP讯，药明康德(02359)发布公告，于2025年8月28日该公司注销1186.08万股A股已购回股 份。 ...

FF305 公司名稱： 無錫藥明康德新藥開發股份有限公司 呈交日期： 2025年8月28日 翌日披露報表 (股份發行人 ── 已發行股份或庫存股份變動、股份購回及/或在場内出售庫存股份) 表格類別： 股票 狀態： 新提交 如上市發行人的已發行股份或庫存股份出現變動而須根據《香港聯合交易所有限公司（「香港聯交所」）證券上市規則》(「《主板上市規則》」)第13.25A條 / 《香港聯合交易所有限公司GEM證券 上市規則》(「《GEM上市規則》」)第17.27A條作出披露，必須填妥第一章節 。 | 第一章節 | | | | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | | 1. 股份分類 | 普通股 | 股份類別 A | | 於香港聯交所上市 | 否 | | | | 證券代號 (如上市) | | 說明 | 於上海證券交易所上市 | | | | | | A. 已發行股份或庫存股份變動 | | | | | | | | | | | 已發行股份（不包括庫存股份）變動 | | 庫存股份變動 | | | | | 事件 | | 已發行股份（不包括庫存股份）數 ...

Group 1 - The A-share market has seen a continuous increase in stock buyback activities since 2025, with 197 companies having repurchased over 100 million yuan, and 28 companies exceeding 500 million yuan, indicating strong confidence in their own value and positive future outlook [1] - In January, the People's Bank of China and the China Securities Regulatory Commission held a meeting to promote stock buyback and increase loans, emphasizing that companies actively managing their market value are typically high-quality firms with good operational performance [2] - Companies are increasingly using diverse methods for buybacks, such as employee stock ownership plans and share cancellations, which help align management interests with long-term company performance and signal positive market sentiment [3] Group 2 - The regulatory environment has been optimized to support stock buybacks, with measures to lower implementation thresholds and encourage companies to cancel shares, enhancing value realization efficiency [2][4] - WuXi AppTec announced the completion of a 1 billion yuan A-share buyback plan, bringing its total buyback to 2 billion yuan this year, with all repurchased shares set to be canceled [3] - On August 28, 27 companies reported progress on stock buybacks, with 18 companies disclosing new buyback plans, indicating a growing trend in the market [3]