格隆汇8月1日丨根据联交所最新权益披露资料显示，2025年7月30日，凯莱英(06821.HK)遭Norges Bank在场内以每股均价112.8016港元减持7.96万股，涉资 约897.9万港元。 减持后，Norges Bank最新持股数目为270.64万股，持股比例由10.11%下降至9.82%。 | 表格序號 | 大股東/董事/最高行政人員名稱作出披露的 買入 / 費出或涉及的 每股的平均價 | | | | | 持有權益的股份數目 佔已發行的 有關事件的日期 | | | --- | --- | --- | --- | --- | --- | --- | --- | | | | 原因 | 股份數目 | | | (請參閱上述*註 | 有投票權股 (日 / 月 / 年) | | | | | | | | | 份自分比 | | | | | | | | | ( % ) | | CS20250731E00342 | Norges Bank | 1201(L) | | 79.600(L) | HKD 112.8016 | 2.706.400(L) | 9.82(L)30/07/2025 | | 股份代號: | 068 ...

智通财经APP获悉，香港联交所最新资料显示，7月30日，Norges Bank减持凯莱英(06821)7.96万股，每 股作价112.8016港元，总金额约为897.9万港元。减持后最新持股数目为270.64万股，最新持股比例为 9.82%。 ...

香港联交所最新资料显示，7月30日，Norges Bank减持凯莱英（002821）(06821)7.96万股，每股作价 112.8016港元，总金额约为897.9万港元。减持后最新持股数目为270.64万股，最新持股比例为9.82%。 ...

Market Performance - The Hong Kong stock market showed mixed performance with the Hang Seng Index rising by 0.68% to 25,562.13 points, while the Tech Index fell by 0.24% to 5,664.02 points, and the National Enterprises Index increased by 0.29% to 9,177.15 points [2][3]. Hang Seng Index Movement - The Hang Seng Index reached a high of 25,660.54 points in the morning but maintained a volatile pattern before closing slightly higher [4]. Sector Performance - Insurance, pharmaceuticals, and brokerage stocks saw collective strength, while coal, shipping, and photovoltaic stocks experienced adjustments [5]. Insurance Sector Strength - Major insurance stocks like AIA Group (up 4.96%), China Pacific Insurance (up 3.91%), and Ping An Insurance (up 3.49%) saw significant gains due to a favorable assessment of life insurance reserve interest rates, which are expected to lower the new business liability costs for insurers [6][7]. Pharmaceutical Sector Boost - Pharmaceutical stocks surged, with companies like Fonda Holdings (up 10.39%), Zhaoyan New Drug (up 6.76%), and Via Biotechnology (up 5.45%) benefiting from overseas licensing deals, including a notable $12.5 billion collaboration between Hengrui Medicine and GlaxoSmithKline [8][9]. Brokerage Sector Gains - Brokerage stocks such as Guotai Junan International (up 9.45%), Shenwan Hongyuan Hong Kong (up 7.32%), and Xingzheng International (up 5.08%) experienced strong performance, likely influenced by the upcoming implementation of the Stablecoin Regulation in Hong Kong [11][13]. Weakness in Cyclical Stocks - Coal, shipping, and photovoltaic stocks faced declines, with companies like Feishang Non-Ferrous Coal (down 15.28%) and COSCO Shipping Ports (down 10.99%) leading the downturn due to falling commodity prices in the futures market [14][18]. Individual Stock Movements - Xuanwu Cloud saw a significant increase of 28% following a strategic partnership with LG Uplus, while Zhejiang United Investment surged by 116.67% on expectations of turning a profit by April 2025 [23][24].

Group 1 - The core viewpoint of the articles highlights the active performance of innovative drug stocks in the Hong Kong market, with the Hong Kong Innovative Drug 50 ETF (513780) rising over 87% year-to-date and experiencing significant net inflows since June [1][2] - Key individual stocks such as Kailaiying, CanSino Biologics, and others have shown substantial gains, indicating strong investor interest and confidence in the sector [1] - The National Healthcare Security Administration has initiated the 11th batch of centralized procurement, optimizing selection rules to ensure fair pricing and cost coverage for selected enterprises, which may positively impact the innovative drug market [1][2] Group 2 - Guosen Securities continues to recommend the innovative drug sector, citing improvements in both domestic and overseas markets, with recent adjustments to the medical insurance catalog providing economic support for innovative drug development [2] - The top ten constituents of the CSI Hong Kong Stock Connect Innovative Drug Index account for 69.16% of the index, including high-quality A-share companies involved in drug research and development [2] - The innovative drug sector is positioned at a new historical starting point, with domestic companies enhancing competitiveness and expanding overseas, supported by rapid revenue growth and favorable policies [2]

Group 1 - CRO concept stocks experienced a strong performance in early trading, with notable gains from companies such as Fonda Holdings (+14.49%), Kanglong Chemical (+7.9%), and King’s Ray Biotechnology (+7.17%) [1] - Medpace, an overseas CRO company, saw its stock price jump over 44% at the opening, reaching a peak increase of 62.3% before closing with a nearly 54.7% rise, marking its highest closing record and the largest single-day increase since its listing nearly nine years ago [1] - Medpace's Q2 financial report indicated a revenue and EBITDA growth of over 10% year-on-year, exceeding analyst expectations by more than 11%, and the company raised its revenue and profit guidance for the year by at least 11% [1] Group 2 - Zhongtai Securities reported that WuXi AppTec and Boteng Co. released mid-year performance forecasts, with WuXi AppTec's adjusted net profit for the first half of 2025 expected to be approximately 6.31 billion yuan, reflecting a 44% year-on-year increase [2] - The CRO and CDMO sectors are anticipated to gradually recover due to multiple factors, including the onset of overseas interest rate cuts in Q4 2024, improved pessimistic expectations from geopolitical negotiations in Q2 2025, and the implementation of major domestic innovative drug projects and policies since 2025 [2] - The combination of recovering demand and a supply-side clean-up over the past three years is expected to lead to a "Davis Double Play" in profitability and valuation for the sector, suggesting significant investment opportunities [2]

Group 1 - The Hong Kong pharmaceutical outsourcing sector stocks experienced a collective surge, indicating positive market sentiment [1] - Kingsoft Biotech (01548.HK) rose over 6%, reflecting strong investor interest [1] - Kelaiying (06821.HK) increased by more than 5%, showcasing robust performance in the sector [1] - WuXi AppTec (02359.HK) saw a rise of over 2%, contributing to the overall strength of the industry [1] - Tigermed (03347.HK) gained more than 1%, further highlighting the upward trend in pharmaceutical outsourcing stocks [1]

Meeting Overview - The company will hold the 2025 Second Extraordinary General Meeting and the 2025 Third A-share and H-share General Meetings on August 6, 2025 [1][2] - The on-site meeting will start at 14:00, with network voting available from 9:15 to 15:00 on the same day [1][2] Voting Procedures - Shareholders can vote either in person or through authorized representatives, with specific voting methods outlined for A-share and H-share shareholders [2][3] - A-share shareholders participating in network voting will have their votes considered for both the Second Extraordinary General Meeting and the Third A-share General Meeting [2][3] Agenda Items - The agenda for the Second Extraordinary General Meeting includes proposals for amending the company's independent non-executive director work system and related management rules, as well as changes to fundraising purposes and project investments [5][6] - The Third A-share General Meeting will also address similar proposals, with specific items requiring a two-thirds majority for approval [6][7] Attendance Registration - Shareholders must register for the meeting, providing necessary identification and documentation, with specific instructions for both individual and corporate shareholders [9][10] - Registration can also be done via mail or email for remote shareholders, with a deadline set for July 31, 2025 [9][10] Contact Information - The company has provided contact details for inquiries related to the meetings, including a phone number and email address [9]

证券代码：002821 证券简称：凯莱英 公告编号：2025-049 凯莱英医药集团（天津）股份有限公司 关于召开2025年第二次临时股东大会、2025年第三次A股 类别股东大会及2025年第三次H股类别股东大会通知的公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整， 没有虚假记载、误导性陈述或重大遗漏。 凯莱英医药集团（天津）股份有限公司（以下简称"公司"）将于2025年8月 6日以现场和网络投票相结合的方式召开2025年第二次临时股东大会、2025年第 三次A股类别股东大会及2025年第三次H股类别股东大会。现将本次会议有关事项 公告如下： 一、召开会议的基本情况 1、股东大会届次：2025年第二次临时股东大会、2025年第三次A股类别股东 大会及2025年第三次H股类别股东大会 2、会议召集人：公司董事会 3、会议召开的合法、合规性：本次股东大会会议召开符合《中华人民共和 国公司法》、《深圳证券交易所股票上市规则》等有关法律、行政法规、部门规 章、规范性文件和《公司章程》的相关规定。 4、会议召开的时间： 现场会议召开时间：2025年8月6日下午14:00 网络投票时间：2025年8月6日 ...

Group 1 - The company held its 52nd meeting of the 4th Supervisory Board on July 18, 2025, via communication, with all three supervisors present, complying with relevant laws and regulations [1][2] - The Supervisory Board approved a resolution to amend the Articles of Association, proposing the dissolution of the Supervisory Board, with its powers transferred to the Audit Committee of the Board of Directors [1][2] - The resolution received unanimous support with 3 votes in favor, and it will be submitted for approval at the company's second extraordinary general meeting of shareholders in 2025 [2] Group 2 - The company will continue to adhere to existing laws and regulations regarding the Supervisory Board until the shareholders' meeting approves the proposed changes [2] - The company aims to maintain compliance in overseeing the legality and compliance of its operations, finances, and the performance of directors and senior management [2]