格隆汇12月18日丨根据联交所最新权益披露资料显示，2025年12月11日，药明康德(02359.HK)获JPMorgan Chase & Co.以每股均价106.3228港元增持好仓 87.21万股，涉资约9272.66万港元。 | 股份代號: | 02359 | | --- | --- | | 上市法國名稱: | 無錫藥明康德新藥開發股份有限公司 - H股 | | 日期 (日 / 月 / 年): | 18/11/2025 - 18/12/2025 | | 2000 - 12 - 1 | 大股東/董事/最高行政人員名 作出披露的買入 / 曹出或涉及的 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 相關法國 | | | --- | --- | --- | --- | --- | --- | --- | --- | | | 安康町三人 | | | | 脂肪菌 亦 * 註 | 自我是權收期(日) | 份權益 | | | | | | | | 17 2 2 2 2 2 1 | | | CS20251216E00338 | JPMorgan Chase & Co. | 1101(L) | ...

| 成交量 | 成交金额 | 成交价 | 相对当日收盘 | | | | --- | --- | --- | --- | --- | --- | | （万 | （万元） | 格 | 折溢价（%） | 买方营业部 | 卖方营业部 | | 股） | | （元） | | | | | 281.79 | 23856.40 | 84.66 | -6.55 | 机构专用 | 华泰证券股份有限 | | | | | | | 公司上海分公司 | | 221.44 | 18746.69 | 84.66 | -6.55 | 机构专用 | 华泰证券股份有限 | | | | | | | 公司上海分公司 | | 154.72 | 13098.96 | 84.66 | -6.55 | 机构专用 | 华泰证券股份有限 | | | | | | | 公司上海分公司 | | 80.11 | 6782.47 | 84.66 | -6.55 | 瑞银证券有限责任公司上海 | 华泰证券股份有限 | | | | | | 花园石桥路证券营业部 | 公司上海分公司 | | 20.89 | 1768.89 | 84.66 | -6.55 | 瑞银证券有限责任公司上 ...

香港联交所最新数据显示，12月11日，摩根大通增持药明康德（603259）(02359)87.2123万股，每股作 价106.3228港元，总金额约为9272.66万港元。增持后最新持股数目约为3141.66万股，持股比例为 6.15%。 ...

智通财经APP获悉，香港联交所最新数据显示，12月11日，摩根大通增持药明康德(02359)87.2123万 股，每股作价106.3228港元，总金额约为9272.66万港元。增持后最新持股数目约为3141.66万股，持股 比例为6.15%。 ...

12月17日，药明康德大宗交易成交764.87万股，成交额6.48亿元，占当日总成交额的19.31%，成交价 84.66元，较市场收盘价90.59元折价6.55%。 ...

Group 1 - The article highlights the top three and bottom three AH premium rates for various companies, with Northeast Electric (00042) leading at 881.82% and Ningde Times (03750) at -10.13% [1] - The top three companies with the highest deviation values are Red Star Macalline (01528) at 23.82%, Fudan Zhangjiang (01349) at 18.61%, and China People's Insurance Group (01339) at 15.55% [1] - The bottom three companies with the lowest deviation values include Changfei Optical Fiber (06869) at -30.48%, GAC Group (02238) at -18.85%, and First Tractor Company (00038) at -17.07% [1] Group 2 - The top ten AH stocks by premium rate include companies like Zhejiang Shibao (01057) at 277.56% and Hongye Futures (03678) at 267.67% [1] - The bottom ten AH stocks by premium rate feature companies such as China Merchants Bank (03968) at 0.14% and Hengrui Medicine (01276) at 1.30% [1] - The article provides detailed tables showing the premium rates and deviation values for both top and bottom AH stocks, indicating significant variations in market performance [2]

Core Insights - The article highlights the launch of the Super CEO series by Zhito Finance for the ninth consecutive year, featuring various sub-lists that reflect the diverse driving forces behind China's economic growth, particularly in the healthcare sector [1] Industry Overview - The Chinese pharmaceutical manufacturing industry is experiencing a decline, with revenue of 1,227.52 billion yuan in the first half of 2025, down 1.2% year-on-year, and total profit of 176.69 billion yuan, down 2.8% year-on-year, indicating ongoing industry pressure and deepening segmentation [1] - Since 2025, numerous policies have been introduced to support high-quality development in innovative pharmaceuticals, including measures to enhance the clinical trial approval process and the introduction of a commercial insurance directory for innovative drugs [2] - The medical device export sector continues to grow, with a total import and export value of 41.09 billion USD in the first half of 2025, a 1.1% increase year-on-year, while imports decreased by 3.9%, indicating a shift towards domestic alternatives in high-end equipment [3] Investment Trends - The overseas business development (BD) orders for innovative pharmaceuticals have reached a record high, surpassing 60 billion USD, with significant transactions indicating a shift in China's role from a follower to a contributor in the global pharmaceutical landscape [4] - Capital preferences are improving, with the healthcare industry in China seeing a recovery in financing activities, particularly in medical devices and innovative pharmaceuticals, with significant investments in areas like cancer screening and AI healthcare [5] Future Outlook - The 15th Five-Year Plan emphasizes the importance of health in economic development, aiming to enhance public health and support the growth of innovative drugs and medical devices, which will shape the future of the healthcare industry in China [6] - The aging population, active policy support, and the internationalization of medical devices are driving demand and supply upgrades in the healthcare sector, presenting both opportunities and challenges for industry leaders [6] CEO Insights - The Super CEO list features 25 leaders whose companies have shown median revenue growth of 6.11% and net profit growth of 16.08%, with an average market capitalization of 86.1 billion yuan [9] - The list includes a notable representation of women leaders, with three female CEOs demonstrating strong strategic vision in high-barrier industries [10] - The majority of CEOs on the list have advanced degrees, reflecting the industry's demand for leaders with deep scientific understanding and business acumen [10] Company Highlights - Li Ge, CEO of WuXi AppTec, leads the list, showcasing strong performance with a revenue of 32.857 billion yuan in the first three quarters of 2025, a year-on-year increase of 18.61% [17] - Zhu Yi, CEO of BaiLi TianHeng, achieved significant revenue growth through strategic partnerships, emphasizing the importance of building a robust product pipeline [18] - Wu Hao, CEO of Mindray, reported a revenue of 36.726 billion yuan in 2024, with a focus on R&D and international expansion [19] - Zhong Huijuan, CEO of Hansoh Pharmaceutical, became the richest woman in China with a revenue of 12.261 billion yuan in 2024, driven by innovative drug sales [19] - Shi Yifeng, CEO of Aimeike, led the company to a revenue of 3.026 billion yuan in 2024, emphasizing shareholder value through high dividend payouts [20]

药明康德出售附属公司交割完成公告要点 交易完成情况： 财务影响： 相关方将办理股权变更登记手续 预计2025年12月31日前完成变更登记 各方仍需继续履行股权转让协议约定 重要提示： 股东及投资者买卖证券时需谨慎行事 上海药明已收到高瓴支付的第一期转让对价人民币15.4亿元 股权转让交割先决条件已满足，交易完成交割 康德弘翼及津石医药不再纳入公司合并报表范围 预计产生税后净利润约人民币9.6亿元 占公司2024年度经审计归母净利润比例超过10% 具体影响金额以注册会计师年度审计确认结果为准 后续安排： ...

丨2025年12月16日星期二丨 NO.1 复星医药拟出资14.12亿元收购绿谷医药 12月15日，复星医药公告称，为丰富公司中枢神经系统治疗领域的创新产品管线矩阵，其控股子公司复 星医药产业与绿谷（上海）医药科技有限公司（以下简称绿谷医药）及其现有相关股东共同签订相关投 资协议，拟出资约14.12亿元控股收购绿谷医药。 12月15日，药明康德公告称，公司全资子公司上海药明康德新药开发有限公司已收到受让方支付的首期 股权转让价款15.4亿元，《股权转让协议》约定的交割先决条件已满足，本次交易已完成交割，目标公 司不再纳入公司合并报表范围。预计本次交易将产生税后净利润约9.6亿元，占公司最近一期（2024年 度）经审计归母净利润的比例超过10%。目标公司及相关各方将按协议约定办理市监局变更登记手续， 预计2025年12月31日之前完成变更登记。 点评：药明康德通过出售资产实现了可观的利润，既符合公司聚集CRDMO业务的战略规划，回笼的资 金也为公司加速全球化能力和产能的投放提供支持。 （文章来源：每日经济新闻） NO.2 长春高新：下属公司签署GenSci098注射液项目独家许可协议可至多获得13.65亿美元里 ...

经本公司财务部门按中国企业会计准则初步核算，截至本公告日本次交易预计产生税后净利润约人民币 9.6亿元，占公司最近一期(即2024年度)经审计归母股东净利润的比例超过10%。本公司将根据中国企业 会计准则与国际财务报告准则等有关需适用的规定对投资收益进行会计处理，具体影响金额以注册会计 师年度审计确认后的结果为准。后续各方仍需继续履行股权转让协议项下的各项约定。 药明康德（603259）(02359)发布公告，有关上海药明出售而高瓴购买康德弘翼及津石医药的所有股份 的相关事宜。截至本公告日期，上海药明已收到高瓴按股权转让协议约定足额支付的第一期转让对价人 民币15.4亿元，股权转让协议约定的交割先决条件已满足，本次交易已完成交割，康德弘翼及津石医药 不再纳入本公司合并报表范围。康德弘翼及津石医药及其他相关各方将按股权转让协定约定办理本次交 易涉及康德弘翼及津石医药的股权变更登记手续，并预计在2025年12月31日之前完成变更登记。 ...