7月29日，受"CXO一哥"药明康德业绩回暖的提振，整个CXO板块沸腾。其中，港股泰格医药盘中大涨 超10%，拉长时间线来看，自4月9日的股价低点以来，公司股价累计大涨136%。泰格医药A股盘中也涨 超13%，股价最高达71.71元/股，创2025年以来新高。 值得一提的是，身为CRO龙头的泰格医药酷爱投资，从参投基金做LP、一级市场直投到二级市场"炒 股"，公司均有涉猎。 而随着创新药牛市的到来，泰格医药在一二级市场投资的创新药公司有望迎来估值提升，公司也能"分 一杯羹"。7月17日，泰格医药刚公告公司持有的礼新医药股份被中国生物制药收购。今年4月刚登陆港 股的映恩生物背后，也有泰格医药的身影。 回溯以往，泰格医药的投资收益一度占公司归母净利润的一半以上，成功"反哺"公司的CRO业务。但需 要注意的是，这种业务模式受行业景气度影响较大，"常在河边走，哪有不湿鞋"，2024年，公司归母净 利润暴跌近80%，其中就有投资收益下滑的影响。 泰格医药4个月涨136% 7月29日，A股CRO板块大涨4%，其中泰格医药盘中涨超13%，股价最高达71.71元/股，创2025年以来新 高。截至收盘，涨幅回落至8.8%，报6 ...

智通财经APP获悉，香港联交所最新资料显示，7月24日，易方达基金减持泰格医药(03347)27.31万股， 每股作价50.0506港元，总金额约为1366.88万港元。减持后最新持股数目为1351.47万股，持股比例为 10.98%。 ...

| 1255 | 铸造有法见的磷业传 泰格仁达(上海)医药科技有限公司 | | 0 道一下 | ■ 应用 · | 企业中心 | E 10 | × 5VIP 骨贤服务 | | --- | --- | --- | --- | --- | --- | --- | --- | | 基本信息 6 | 法律诉讼 | 经营风险 | 经营信息 企业发展 | | 知识产权 | | MP 历史信息 ( | | 统一社会倡用代码 | 91310105MAERKQJP28 | 企业各称 | 颜格仁达(上海)医药科技有限公司 | | | | | | | | 登记状态 | 存法 | 成立日期 | 2025-07-28 | | | | 法定代表人 | 费观看 关联企业 57 | 注册资本 | 200万元 | 女被避手 | = | | | | 组织机构代码 | MAERKQJP-2 | 工岗注册号 | 310105000905104 | 纳税人旧别号 | | 91310105MAERKQJP28 | | | 企业类型 | 有限责任公司(非目然人投资成控股 的法人般资) | 實业明顯 | 2025-07-28 至 2045-07-27 | 的 ...

智通财经APP获悉，香港联交所最新资料显示，7月24日，易方达基金减持泰格医药(03347)27.31万股， 每股作价50.0506港元，总金额约为1366.88万港元。减持后最新持股数目为1351.47万股，持股比例为 10.98%。 ...

Core Viewpoint - Tiger Medical (300347.SZ) announced that its major shareholder, director, and general manager, Ms. Cao Xiaochun, plans to reduce her shareholding in the company [1] Group 1 - Ms. Cao Xiaochun holds 51,661,774 shares, representing 6.0413% of the company's total share capital after excluding repurchased shares, and 7.0575% of the total A-share capital [1] - The planned reduction will not exceed 3 million shares, which accounts for 0.3508% of the company's total share capital after excluding repurchased shares, and 0.4098% of the total A-share capital [1] - The reduction is set to occur within three months after a 15 trading day period following the announcement, during which no shares will be sold [1]

Core Viewpoint - The performance of Zhang Fusheng, a fund manager at the Fortune Fund, has significantly declined, particularly in the Fortune Clean Energy Industry Mixed A Fund, which has recorded a return of -37.91% over his tenure of 3 years and 60 days, raising concerns among investors about his management capabilities [2][5][7]. Fund Performance Summary - The Fortune Clean Energy Industry Mixed A Fund was established with an initial size of 17.51 billion yuan but has seen a reduction in net assets to 8.55 billion yuan as of June 30, 2025, reflecting a decrease of 14.19% [23][43]. - The fund's performance metrics show a year-to-date return of -3.45%, a 3-month return of -1.06%, and a 1-year return of 2.38%, with a 2-year return of -28.05% and a 3-year return of -49.66% [7][5]. - The fund's unit net value as of July 25, 2025, is 1.0043, with an overall return since inception of 18.11% [7]. Fund Manager Background - Zhang Fusheng has a diverse background in finance, having worked at Deloitte, China International Capital Corporation, and Gao Hua Securities before joining Fortune Fund in November 2021 [3][2]. - He has managed several funds, including the Fortune Value Growth Mixed Fund and the Fortune Automotive Smart Selection Mixed Fund, but his overall performance has been underwhelming, with the Fortune Automotive Smart Selection Mixed A Fund showing a return of -21.76% over 2 years and 301 days [5][25]. Investor Sentiment - Investors have expressed dissatisfaction with the fund's performance, with complaints highlighting significant losses, including a reported 48.16% decline for long-term holders [14][10]. - The high turnover rate of the fund, reaching 490.76% in Q2 2023, indicates frequent trading, which may contribute to increased volatility and costs, further impacting investor confidence [29][28].

關於全資子公司購買日本MICRON部分股權 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的內 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份內容而產生或因倚賴該等內容而引致的 任 何 損 失 承 擔 任 何 責 任。 HANGZHOU TIGERMED CONSULTING CO., LTD. 杭州泰格醫藥科技股份有限公司 （於 中 華 人 民 共 和 國 註 冊 成 立 的 股 份 有 限 公 司） （股 份 代 號：3347） 自願性公告 本 公 告 由 杭 州 泰 格 醫 藥 科 技 股 份 有 限 公 司（「本公司」）自 願 刊 發，藉 以 知 會 本 公 司 股 東 及 潛 在 投 資 者 有 關 本 公 司 的 最 新 業 務 發 展。 本 公 司 董 事 會（「董事會」）欣 然 宣 佈，本 公 司 全 資 附 屬 公 司 株 式 會 社 泰 格 醫 藥 日 本（「日本泰格」）與 日 本MICRON╱株 式 會 社 マ イ ク ロ ン（「MICRON」） 原 股 東 簽 署《股 份 轉 讓 協 ...

Group 1 - The innovation drug ETF (560900) has seen a rise of 2.64% with a trading volume of 14.26 million yuan, indicating active market participation [1] - The CSI Innovation Drug Industry Index (931152) increased by 2.86%, with notable gains from stocks such as Jiuzhou Pharmaceutical (603456) up 9.17%, Tigermed (300347) up 8.60%, and WuXi AppTec (603259) up 6.70% [1] - As of July 28, the latest scale of the innovation drug ETF reached 61.85 million yuan, with a total of 62.97 million shares, both marking a six-month high [1] Group 2 - The National Healthcare Security Administration announced that the 11th batch of centralized procurement will optimize specific rules, moving away from solely relying on the lowest bid, which is expected to alleviate excessive competition in the pharmaceutical industry [2] - Domestic CRO and CDMO sectors are benefiting from the global recovery of innovative drugs, with leading companies like WuXi AppTec and WuXi Biologics reporting strong mid-year performance [2] - The CSI Innovation Drug Industry Index reflects the overall performance of up to 50 representative listed companies involved in innovative drug research and development [2]

Group 1 - The Hong Kong pharmaceutical outsourcing sector has strengthened, with companies such as Kanglong Chemical (03759.HK) and WuXi AppTec (02359.HK) rising over 3% [1] - Other companies like Zhaoyan New Drug (06127.HK) and Tiger Med (03347.HK) also experienced gains [1]

Group 1 - The core viewpoint of the news is that Tiger Medical has signed a share transfer agreement to acquire a portion of MICRON's shares, resulting in Tiger Medical Japan holding 56.37% of MICRON's equity after the transaction [1][2] - The purchase price for the shares is 484 million Japanese yen, equivalent to approximately 23.48 million Chinese yuan [1] - MICRON, established in 2005 and headquartered in Tokyo, specializes in medical imaging and clinical trial services, and has built a strong reputation in Japan's clinical research field [1][2] Group 2 - MICRON's core business focuses on imaging analysis, serving both domestic and international pharmaceutical companies, along with other related services such as clinical monitoring and medical imaging diagnostic software [2] - The acquisition is expected to enhance the company's business expansion in Japan and the Asia-Pacific region by leveraging MICRON's established market presence and customer resources [2] - The collaboration is anticipated to facilitate deep integration of technology and talent, thereby strengthening the overall competitiveness in medical imaging and clinical services [2]