炒股就看金麒麟分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！ 炒股就看金麒麟分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！ 据统计，1月6日，暂无A股上市公司披露增持情况。包括恒宝股份（维权）、山外山、东方中科、盟科 药业、盛科通信、天能重工、燕东微、西部材料、蜀道装备、先锋电子、和而泰、智能自控、银邦股 份、四方精创、福莱蒽特、振华风光、麦克奥迪、农心科技、福立旺、亚威股份、浙江荣泰、宏盛股 份、同洲电子、新金路、西部黄金、金海通、和泰机电、腾景科技、神通科技、药明康德在内的30家A 股上市公司披露减持情况。 | | | 1.6上市公司盘后减持情况 | | --- | --- | --- | | 1 | 恒宝股份 | 控股股东钱京拟减持不超3%公司股份 | | 2 | 山外山 | 股东拟合计减持不超2.00%股份 | | 3 | 盟科药业 | 股东盟科香港拟减持不超3%股份 | | 4 | 东方中科 | 股东大连金投拟减持不超3.00%股份 | | 5 | 盛科通信 | 第二大股东大基金拟减持不超3%股份 | | 6 | 燕矢微 | 第四大股东大基金1月6日减持109.02万股公司股 ...

Group 1 - WuXi AppTec's third, fourth, and sixth largest shareholders reduced their holdings by 2% from November 20, 2025, to January 5, 2026, totaling 59.6751 million shares at prices ranging from 84.66 to 95.08 CNY per share [1] Group 2 - Robotech's subsidiary ficonTEC signed a significant contract worth approximately 770,000 euros (about 63.0784 million CNY) with a Swiss client, representing over 5.70% of the company's audited revenue for 2024 [2] Group 3 - Times New Material signed a sales contract for wind turbine blades worth approximately 3.32 billion CNY, effective from October 1, 2025, to December 31, 2025, which is expected to positively impact the company's performance [3] Group 4 - YHLO signed a strategic cooperation framework agreement with Brain Machine Star Chain to enhance market expansion and sales of brain-machine interface products, leveraging both companies' resources [4] Group 5 - Guanshang Technology plans to acquire 100% of Liao Jing Electronics through a combination of stock issuance and cash payment, with the deal expected to create synergies in the defense technology sector [5] Group 6 - Siwei Control announced the termination of its control change planning due to a lack of agreement on core terms, with no significant adverse impact on its business operations [6] - Baihua Pharmaceutical also terminated its control change planning for similar reasons, with no major negative effects on its operations [8] Group 7 - Chaoying Electronics adjusted the investment amount for its AI high-end printed circuit board expansion project from 1.468 billion CNY to 3.315 billion CNY, with a new production capacity target of 166,500 square meters annually [9] Group 8 - Baotailong's controlling shareholder was ordered to rectify its failure to fulfill a share buyback commitment, having only bought back 10.0018 million shares out of a planned 20 to 40 million shares [10]

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12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: 無錫藥明康德新藥開發股份有限公司 FF301 2026年1月6日 呈交日期: l. 法定/註冊股本變動 | 1. 股份分類 | 普通股 | 股份類別 | H | | 於香港聯交所上市 (註1) | 是 | | | --- | --- | --- | --- | --- | --- | --- | --- | | 證券代號 (如上市) | 02359 | 說明 | | | | | | | | | 法定/註冊股份數目 | | 面值 | | 法定/註冊股本 | | | 上月底結存 | | | 510,476,909 RMB | | 1 RMB | | 510,476,909 | | 增加 / 減少 (-) | | | 0 | | IRMB | | | | 本月底結存 | | | 510,476,909 RMB | | 1 RMB | | 510,476,909 | | 2. 股份分類 | 普通股 | 股份類別 | IA | 於香港聯交所上市 ( ...

智通財經APP訊，藥明康德(02359)發佈公告，公司於2026年1月5日收到實際控制人控制的股東發出的 《告知函》，截至2026年1月5日，實際控制人控制的股東通過集中競價和大宗交易方式累計減持公司A 股股份5967.51萬股，佔公司總股本的2%。本次減持計劃已實施完畢。 ...

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，概不對因本公告全部或任何部分內容而產生或 因依賴該等內容而引致之任何損失承擔任何責任。 WUXI APPTEC CO., LTD. * 無錫藥明康德新藥開發股份有限公司 （於中華人民共和國註冊成立的股份有限公司） （股份代號：2359） 海外監管公告 本海外監管公告乃由本公司根據香港聯合交易所有限公司證券上市規則第 13.10B條作出。 承董事會命 無錫藥明康德新藥開發股份有限公司 董事長 李革博士 香港，2026年1月6日 截至本公告日期，本公司董事會包括執行董事李革博士、陳民章博士、楊青博士及張朝暉先生； 非執行董事童小幪先生及吳亦兵博士；以及獨立非執行董事盧韶華女士、俞衛博士、張新博士、 詹智玲女士及冷雪松先生。 * 僅供識別 证券代码：603259 证券简称：药明康德 公告编号：临 2026-001 茲載列本公司在上海證券交易所網站刊登的以下資料中文全文，僅供參閱。 无锡药明康德新药开发股份有限公司 股东减持股份结果公告 相关股东保证向公司提供的信息真实、准确、完整，没有虚假记载、 ...

证券代码：603259 证券简称：药明康德 公告编号：临 2026-001 无锡药明康德新药开发股份有限公司 股东减持股份结果公告 相关股东保证向公司提供的信息真实、准确、完整，没有虚假记载、误导性 陈述或重大遗漏。 公司董事会及全体董事保证公告内容与相关股东提供的信息一致。 重要内容提示： 股东持股的基本情况 根据无锡药明康德新药开发股份有限公司（以下简称"公司"）于 2025 年 10 月 30 日披露的《股东减持股份计划公告》（公告编号：临 2025-070），本次 减持计划实施前公司实际控制人控制的股东合计持有公司 A 股股份 543,364,675 股，占公司总股本的 18.211%。该等股份均为公司首次公开发行 A 股股票并上市 前所取得的股份及上市后权益分派资本公积转增股本方式取得的股份，均为无限 售条件流通股。 减持计划的实施结果情况 公司于 2026 年 1 月 5 日收到实际控制人控制的股东发出的《告知函》，截 至 2026 年 1 月 5 日，实际控制人控制的股东通过集中竞价和大宗交易方式累计 减持公司股份 59,675,143 股，占公司总股本的 2%。本次减持计划已实施完毕。 股东名 ...

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12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: 無錫藥明康德新藥開發股份有限公司 呈交日期: 2026年1月6日 I. 法定/註冊股本變動 | 1. 股份分類 | 普通股 | 股份類別 | H | | 於香港聯交所上市 (註1) | | 是 | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 證券代號 (如上市) | 02359 | 說明 | | | | | | | | | | 法定/註冊股份數目 | | 面值 | | | 法定/註冊股本 | | | 上月底結存 | | | 510,476,909 RMB | | | 1 RMB | | 510,476,909 | | 增加 / 減少 (-) | | | 0 | | | RMB | | 0 | | 本月底結存 | | | 510,476,909 RMB | | | 1 RMB | | 510,476,909 | 由於無錫藥明康德新藥開發股份有限公司(「本公司」)在中 ...

Core Viewpoint - The company, WuXi AppTec, is experiencing positive market performance, with a recent stock increase of 1.78% and a total market capitalization of 287.87 billion yuan, benefiting from its position as a leading Contract Research Organization (CRO) and the depreciation of the Chinese yuan [1][3]. Group 1: Company Overview - WuXi AppTec is an international leader in providing comprehensive and integrated new drug research and production services for the global biopharmaceutical industry [2]. - The company is a domestic leader in the pharmaceutical outsourcing industry, being one of the earliest to engage in CRO and CMO integrated services, with over 200 authorized and pending patent achievements [2]. - The main business involves the discovery, research, and production of small molecule chemical drugs, offering a full range of services to global pharmaceutical companies [2][7]. Group 2: Financial Performance - For the period ending September 30, 2025, WuXi AppTec achieved a revenue of 32.857 billion yuan, representing a year-on-year growth of 18.61%, and a net profit attributable to shareholders of 12.076 billion yuan, reflecting an 84.84% increase [7]. - The company’s revenue from overseas accounts for 78.67%, benefiting from the depreciation of the yuan [3]. - The revenue composition includes 78.37% from chemical business, 12.93% from testing services, 6.02% from biological services, and 1.90% from other supplementary services [7]. Group 3: Market Activity - The stock has seen a net inflow of 1.84 million yuan from major investors today, with a total net inflow of 2.38 million yuan over the last three days [4][5]. - The average trading cost of the stock is 95.67 yuan, with the current price approaching a resistance level of 96.50 yuan, indicating potential for upward movement if this level is surpassed [6].

Group 1 - The medical ETF (512170) opened high on January 6, rising over 1% and reaching a 20-day high, with real-time transaction volume exceeding 350 million yuan. The ETF recorded a daily increase of over 5%, marking five consecutive days of gains [1][5] - Brain-computer interface stocks, including Sanbo Brain Science and Meihua Medical, both hit the 20% daily limit up, achieving two consecutive boards. Conversely, the CXO sector saw a pullback, with Tigermed falling over 1% [1][5] Group 2 - On January 5, 2026, Elon Musk announced that Neuralink plans to start large-scale production of brain-computer interface devices, advancing the commercialization of the technology. Concurrently, the National Medical Products Administration held a meeting to expedite the review and approval of related medical devices [3][6] - According to CITIC Securities, China's brain-computer interface technology is relatively advanced globally, with potential to cultivate leading companies in the sector. This could enhance the valuations of related listed companies in the secondary market and stimulate financing in the primary market, creating a synergy between capital and industry development [7] - Zhongtai Securities noted that the pharmaceutical sector is expected to rebound in 2025 after four consecutive years of decline, driven by the realization of innovative drug export logic and industry recovery post-policy reform. Certain areas of the medical device sector may also see a reversal of difficulties [7]

Summary of Key Points from the Conference Call Industry Overview - The pharmaceutical sector is currently in a left-side layout phase after adjustments in 2025, with both institutional holdings and valuations positioned for upward elasticity, particularly in innovative drugs and their supply chains for 2026, benefiting from China's strengthening innovation competitiveness [1][4] - The recovery of the innovative industry chain is expected to continue, with CDMO orders and performance starting to recover from 2024, further improving in 2025 and expected to sustain into 2026 [1][9] Core Insights and Arguments - The driving forces behind the enhancement of China's innovation competitiveness include the successful implementation of business development (BD), overseas clinical progress, and commercialization, along with breakthroughs in new technologies such as XDC, dual antibodies, and small nucleic acids [5] - Investment opportunities in 2026 are concentrated in globally competitive assets, including innovative drugs, high-end manufacturing, and domestic demand-related sectors, particularly those with recovery logic [2] - The domestic demand recovery trend is clear, strengthening quarter by quarter in 2025, driven by high domestic innovation BD, a warming primary and secondary market, and an increase in IPOs in both A-shares and Hong Kong stocks [20] Notable Companies and Technologies - Key companies to watch include Innovent Biologics, Botai Biological Products, and Engen Biologics, which are core recommended assets due to their potential for significant data readouts and BD catalysts [6][10] - In the CRO sector, companies like Tigermed and Zhaoyan New Drug are expected to see performance turning points in 2026, supported by a recovery in domestic demand [3][21] - The CDMO sector is projected to continue its growth trajectory, with leading companies such as WuXi AppTec and Kelun Biotech expected to perform well due to increasing orders from overseas [22][23] Emerging Technologies and Investment Opportunities - Emerging technologies such as brain-computer interfaces and AI in pharmaceuticals are anticipated to bring new investment opportunities, with potential IPOs in these areas [12][29] - The central OTC sector is expected to see marginal recovery in 2026, with key companies like China Resources and Dong'e Ejiao being highlighted for their potential growth [13][30] Upcoming Catalysts and Key Events - Important upcoming events include the JPMorgan conference, which may provide data updates and BD changes, and significant data readouts expected in Q1 and April from major conferences [8][10] - The performance of companies in the first quarter of 2026 is anticipated to show significant elasticity and fundamental support, particularly in the CRO and innovative drug sectors [11][20] Conclusion - The pharmaceutical industry is positioned for a recovery phase with significant investment opportunities in innovative drugs, CDMO, and CRO sectors, driven by domestic demand recovery and technological advancements. Key companies and upcoming events will play a crucial role in shaping the market dynamics in 2026 [1][2][4][20]