| 股票名称 | 前次空仓数 | 本次空仓数 | 最新空仓比↓ | | --- | --- | --- | --- | | 药明康德(02359) | 9741.01 万股 | 8273.07 万股 | 17.83% | | 宁德时代(03750) | 2379.62 万股 | 2301.84 万股 | 14.76% | | 中远海控(01919) | 3.86 亿股 | 3.84 亿股 | 13.33% | | 赣锋锂业(01772) | 5077.57 万股 | 5375.87 万股 | 13.32% | | 绿叶制药(02186) | 5.27 亿股 | 5.03 亿股 | 13.11% | | 万科企业(02202) | 2.70 亿股 | 2.80 亿股 | 12.68% | | 福莱特玻璃(06865) | 5604.89 万股 | 5550.52 万股 | 12.57% | | 中国平安(02318) | 9.03 亿股 | 9.08 亿股 | 12.19% | | 微创医疗(00853) | 2.19 亿股 | 2.22 亿股 | 11.65% | | 泰格医药(03347) | 1299.7 ...

格隆汇8月15日丨药明康德(02359.HK)发布公告，2025年8月15日耗资2799.1万元人民币回购28.55万股A 股，回购价格每股96.71-99.28元。 ...

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15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 | | | | | | | | | | 事件 | | 已發行股份（不包括庫存股份）變動 佔有關事件前的現有已發 | | 庫存股份變動 | 每股發行/出售價 (註4) ...

智通财经APP讯，药明康德(02359)发布公告，该公司于2025年8月15日斥资2799.09万元人民币回购28.55 万股A股，每股回购价格为96.71-99.28元人民币。 ...

表格類別： 股票 狀態： 新提交 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) 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15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 | | | | | | | | | 事件 | | 已發行股份（不包括庫存股份）變動 | 庫存股份變動 | 每股發行/出售價 (註4) | 已發行股份總數 | | | | 已發行股份（不包括庫 ...

截止8月15日收盘，东北电气(00042)、弘业期货(03678)、安德利果汁(02218)分列AH溢价率前三位，溢 价率分别为770.97%、226.69%、213.19%；宁德时代(03750)、恒瑞医药(01276)、紫金矿业(02899)分列 AH溢价率末三位，溢价率分别为-19.95%、-7.45%、5.81%。其中安德利果汁(02218)、金力永磁 (06680)、南京熊猫电子股份(00553)的偏离值位居前三，分别为21.03%、11.03%、10.63%；另外，比亚 迪股份(01211)、东北电气(00042)、龙蟠科技(02465)的偏离值位居后三，分别 为-143.50%、-80.62%、-50.25%。 前十大AH股溢价率排行 前十大AH股偏离值排行 | 股票名称 | H股(港元) | A股 | 溢价率 | 偏离值↓ | | --- | --- | --- | --- | --- | | 安德利果汁(02218) | 18.350 | 47.98 | 213.19% | 21.03% | | 金力永磁(06680) | 19.090 | 28.17 | 76.74% | 11.03% | ...

这里是《21健讯Daily》，欢迎与21世纪经济报道新健康团队共同关注医药健康行业最新事件！ 政策动向 黔南州医疗监测上半年医疗追溯救助1600余人 贵州日报8月14日消息显示，今年上半年，黔南州城乡居民参保347.13万人，其中119.07万特殊困难群众 实现参保全覆盖。 今年1月至6月，黔南州特殊困难群众住院发生医疗总费用2.82亿元，三重医疗保障报销达2.44亿元。黔 南州医疗监测预警的7233人次均反馈到农业农村部门纳入监测范围，经认定符合政策的及时纳入民政救 助和医疗救助范围，其中医疗追溯救助1671人，共计679.35万元。 天津医保拟发新规：黄牌警示，红牌"罚下" 8月12日，天津市医保局网站发布"关于征求《天津市定点医药机构实施预警亮牌管理机制(试行)（征求 意见稿）》意见的通知"。天津拟对定点医药机构实施预警亮牌管理机制。 医保经办机构每季度对被警示机构出示黄牌。对被黄牌警示机构，医保经办机构加大管理力度，暂停拨 付费用一至三个月。 对于一个自然年度内累计受到两次黄牌警示的机构，医保经办机构出示红牌，中止医保协议一至三个 月，中止期间发生的医保费用不予结算，并向社会公示。 被警示机构应按照相 ...

Group 1: Core Insights - Rongchang Biologics (09995.HK) announced that its innovative drug Taitasip (brand name: Tai Ai®) for treating primary Sjögren's syndrome has met the primary endpoint in a Phase III clinical trial in China [1] - Taitasip is the first BLyS/APRIL dual-target fusion protein drug to complete Phase III research in the field of Sjögren's syndrome globally [1] - The clinical trial was a multi-center, randomized, double-blind, placebo-controlled study aimed at evaluating the efficacy and safety of Taitasip, with the primary endpoint being the change in ESSDAI score at week 24 compared to baseline [1] Group 2: Disease Background and Drug Mechanism - Sjögren's syndrome is a chronic inflammatory autoimmune disease characterized by lymphocytic infiltration and damage to exocrine glands, leading to persistent dry mouth and dry eyes, and can affect multiple organ systems [2] - The prevalence of Sjögren's syndrome in China is estimated to be between 0.3% and 0.7%, with an increasing trend indicating a significant unmet clinical need [2] - Taitasip is a novel dual-target fusion protein developed by the company that simultaneously inhibits the overexpression of BLyS and APRIL, effectively preventing abnormal differentiation and maturation of B cells [2] Group 3: Regulatory and Clinical Recognition - Taitasip has received multiple authoritative guideline recommendations in China, including the "Clinical Practice Guidelines for Sjögren's Syndrome" and the "Expert Consensus on B-cell Targeted Therapy for Rheumatic and Immune Diseases" [2] - Internationally, Taitasip has been granted Fast Track designation by the U.S. FDA for its indication in Sjögren's syndrome and has been approved to conduct global multi-center Phase III clinical trials [2]

Summary of WuXi AppTec Conference Call Company Overview - WuXi AppTec is a leading global provider in the small molecule Contract Research, Development, and Manufacturing Organization (CRDMO) sector, with a revenue scale exceeding 40 billion yuan and a market share of approximately 8%-9% globally, which is expected to double in the future [2][29]. Financial Performance - The company is projected to achieve revenues of 42.5 to 43.5 billion yuan in 2025, reflecting a mid-double-digit growth rate, with an adjusted net profit margin expected to improve [2][9]. - The adjusted net profit margin reached 30% in the first half of 2025, driven by revenue structure optimization and cost reduction efforts [2][11]. - Capital expenditures are anticipated to be between 7 to 8 billion yuan in 2025, focusing on overseas markets and new molecular businesses, particularly peptides [2][10]. Business Segments - The chemical segment continues to be the core revenue and profit source, with its revenue share increasing to nearly 80% by 2024 and expected to rise further in 2025 [2][15]. - The small molecule CLDMO integrated business model covers the entire chain from drug discovery to commercial production, with early R&D contributing 20% of revenue, small molecule CDMO accounting for 62%, and rapidly growing peptide business reaching 20% [2][16]. Market Dynamics - The company has maintained a growth trajectory despite geopolitical risks, such as US-China tariffs, which have had limited actual impact on operations [2][7][13]. - The peptide business is a key growth driver, with expected revenue growth exceeding 80% in 2025, supported by demand for GLP-1 class products [2][19]. Operational Challenges - The testing business has faced challenges due to intense domestic competition, leading to a decline in revenue and gross margins [2][20][21]. - The clinical CRO and SMO sectors are experiencing significant competitive pressure, particularly in the CRO space, which has seen a 15% decline in revenue [2][23]. Future Outlook - WuXi AppTec is expected to continue its upward trajectory, with a strong order backlog and anticipated revenue growth of over 30% in 2025 [2][27]. - The company is well-positioned to capitalize on the global small molecule CMO market, with significant capital investments planned to enhance production capacity [2][31][32]. Key Risks - Geopolitical risks, particularly related to tariffs and regulations affecting Chinese suppliers, remain a concern but are being managed effectively [2][6][7]. - The company’s personnel size is expected to shrink in 2025 due to business divestitures, yet it will maintain the largest technical team globally [2][14]. Conclusion - WuXi AppTec is poised for robust growth driven by its strategic focus on high-demand sectors, effective management of geopolitical risks, and a strong operational foundation, making it a key player in the CRDMO industry [2][32].

公司名稱： 無錫藥明康德新藥開發股份有限公司 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 呈交日期： 2025年8月14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 | | | | | | | | | 事件 | | 已發行股份（不包括庫存股份）變動 | 庫存股份變動 | 每股發行/出售價 (註4) | 已發行股份總數 | | | | 已發行股份（不包括庫 ...