格隆汇8月29日丨东阳光药(06887.HK)公告，于2025年8月29日，公司董事会已审议及批准建议实施公司 若干股东持有的公司251,378,534股内资股转换为公司H股，占公司于本公告日期已发行股本总额约 43.59%。H股全流通拟申请流通的内资股数量尚需向中国证监会备案及联交所批准。 ...

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，概不就因本公告全部 或任何部分內容而產生或因倚賴該等內容而引致之任何損失承擔任何責任。 SUNSHINE LAKE PHARMA CO., LTD. 廣 東 東 陽 光 藥 業 股 份 有 限 公 司 （在中華人民共和國註冊成立之股份有限公司） （股份代號：6887） 內幕消息 本公司擬實施H股全流通 本公告乃由廣東東陽光藥業股份有限公司（「本公司」）根據香港聯合交易所有限公 司（「聯交所」）證券上市規則（「上市規則」）第13.09 (2)條以及證券及期貨條例（ 香港 法例第571章）第XIVA部項下之內幕消息條文（ 定義見上市規則 ）刊發。 茲提述中 國證券監督管 理委員會（「中國 證監會」）於2023 年2 月17 日發佈並 於2023 年3月31日生效的《境內企業境外發行證券和上市管理試行辦法》及中國證監會於 2019年11月14日發佈並於2023年8月10日進一步修訂的《H股公司境內未上市股份 申請「全流通」業務指引 ...

Core Insights - The article highlights the changes in the Hong Kong Stock Connect holdings, indicating significant increases and decreases in ownership percentages for various companies [1][2][3][4]. Summary by Category Increase in Holdings - The companies with the largest increases in Hong Kong Stock Connect holdings include: - Hang Seng China Enterprises (02828) with an increase of 5.48%, bringing the total holding to 6.10% - Tracker Fund of Hong Kong (02800) with an increase of 4.07%, totaling 4.76% - Anjoy Foods (02648) with an increase of 1.74%, now at 15.81% [2] - Other notable increases include: - Angelalign Technology (06699) +1.66% to 23.03% - Ganfeng Lithium (01772) +1.44% to 34.51% - East China Environmental Protection (00895) +1.44% to 43.67% [2] Decrease in Holdings - The companies with the largest decreases in Hong Kong Stock Connect holdings include: - Kinglong Motor Group (06680) with a decrease of 3.39%, now at 24.56% - Interstellar Technology (01725) with a decrease of 2.02%, totaling 10.16% - Goldwind (02208) with a decrease of 1.48%, now at 41.84% [3] - Other notable decreases include: - ZTE Corporation (00763) -1.35% to 56.09% - Longpan Technology (02465) -1.08% to 49.62% [3] Five-Day Changes - Over the last five trading days, the companies with the largest increases in holdings are: - Lens Technology (06613) +6.93% to 13.85% - ZTE Corporation (00763) +5.92% to 56.09% - Tongyu Pharmaceutical-B (02410) +5.40% to 14.72% [4] - The companies with the largest decreases in holdings over the same period include: - Hang Seng China Enterprises (02828) -14.01% to 6.10% - Tracker Fund of Hong Kong (02800) -4.36% to 4.76% [4] Twenty-Day Changes - In the last twenty days, the companies with the largest increases in holdings are: - Meizhong Jiahe (02453) +12.09% to 37.34% - Changfei Optical Fiber (06869) +10.66% to 54.73% - Tongyu Pharmaceutical-B (02410) +8.30% to 14.72% [5] - The companies with the largest decreases in holdings over the same period include: - Yisou Technology (02550) -10.13% to 47.88% - Chongqing Steel (01053) -5.27% to 31.55% [6]

Overview - The demand for antiviral drugs in China is significantly influenced by the number of influenza cases, with the market size reaching 11 billion yuan in 2023, a year-on-year increase of 150% [1][7] - In 2024, the market size is expected to decrease to 8 billion yuan due to a reduction in influenza cases, with oseltamivir accounting for approximately 78% of the market [1][7] Industry Chain - The upstream of the antiviral drug industry includes suppliers of raw materials such as chemical APIs, traditional Chinese medicine materials, and packaging materials, while the midstream consists of antiviral drug manufacturers, and the downstream includes medical institutions, pharmacies, and e-commerce platforms [4] Development Background - The large population base in China leads to a high susceptibility to influenza, with an estimated 8.59 million cases and 19 deaths in 2024, driving demand for antiviral drugs, especially among the elderly [6][7] - Increased health awareness among the public has led to a greater willingness to purchase antiviral medications during flu season [6] Current Market Situation - The antiviral drug market in China is heavily influenced by influenza case numbers, with a significant expansion in 2023 due to a broader and longer-lasting influenza outbreak compared to pre-COVID-19 times [1][7] - The market is projected to contract in 2024 as influenza cases decline [1][7] Competitive Landscape - The antiviral drug market is currently dominated by neuraminidase inhibitors, with oseltamivir being the primary product, facing increasing competition from generic versions after its patent expired [8][9] - As of August 2025, there are 118 approved oseltamivir products from 69 companies, indicating a highly competitive environment [9] Key Companies - **East Sunshine Pharmaceutical**: Holds a 64.8% market share in the oseltamivir market and a 50.5% share in the overall antiviral market, with a revenue of 4.019 billion yuan in 2024 [10] - **Shijiazhuang Pharmaceutical Group**: Focuses on innovative drugs and reported a revenue of 29.01 billion yuan in 2024, with a gross profit margin of 69.97% [11] Development Trends - The rapid mutation of influenza viruses is driving research towards more effective antiviral drugs with lower resistance rates, particularly RNA polymerase inhibitors [11] - The emergence of innovative domestic drugs is expected to enhance China's position in the global antiviral market, with potential for international expansion of products with independent intellectual property rights [11]

Core Insights - The 9th Idiopathic Pulmonary Fibrosis (IPF) Summit will be held in Boston from August 19 to 21, 2025, where Dongyangguang Pharmaceutical will present key data from the Phase II clinical trial of its innovative anti-fibrotic drug, HEC585 [1] - HEC585 is the first domestically developed IPF drug to enter Phase III clinical trials and has potential applications in various fibrotic diseases [1][5] - The summit is a significant event in the field of pulmonary fibrosis research, showcasing the latest advancements and aiming for transformative breakthroughs in treatment [1] Company Insights - HEC585 has demonstrated a multi-targeted mechanism that effectively inhibits fibrosis, showing potential as a "Best in Class" drug [2] - The Phase II clinical trial involved 270 participants and showed that HEC585 significantly delayed the decline in Forced Vital Capacity (FVC) compared to placebo, with a notable improvement of over 80 mL [2] - The safety profile of HEC585 is favorable, with adverse reactions comparable to placebo and lower incidence of skin-related issues compared to the existing treatment, pirfenidone [3] Industry Insights - IPF is a chronic, progressive disease with a median survival of only 2-3 years post-diagnosis, affecting an increasing number of patients globally [4] - The global incidence of IPF is projected to reach 1.8 million by 2025, with a compound annual growth rate of 3.0% from 2015 to 2022 [4] - Currently, only two drugs are approved for IPF treatment, and many new drug developments have failed, highlighting the challenges in this therapeutic area [4][6] - HEC585 is the only innovative drug in the domestic market that has completed head-to-head clinical trials against pirfenidone, demonstrating superior efficacy [6]

Core Viewpoint - Dongyang Sunshine Pharmaceutical (06887.HK) has experienced a significant decline in stock price since its debut on the Hong Kong Stock Exchange, reflecting poor financial performance and market sentiment [1] Financial Performance - Dongyang Sunshine Pharmaceutical's stock closed at HKD 49.00, down 4.39%, marking five consecutive days of decline, with an intraday low of HKD 48.36, the lowest since its listing [1] - The company reported a 37% year-on-year decline in revenue for 2024, with operating profit down 78.4% and net profit down 97.55% [1] - Revenue figures for 2022, 2023, and 2024 were CNY 3.814 billion, CNY 6.386 billion, and CNY 4.019 billion respectively, with gross profit of CNY 2.922 billion, CNY 5.077 billion, and CNY 3.059 billion [1] - Operating profits for the same years were CNY -793 million, CNY 1.766 billion, and CNY 381 million, while net profits were CNY -1.416 billion, CNY 1.014 billion, and CNY 24.8 million [1] Market Reaction - On its first trading day, Dongyang Sunshine Pharmaceutical's stock closed at HKD 59.90, up 4.17%, with an intraday high of HKD 62.30, reflecting an 8.35% increase [1]

在最近有统计数据的5个交易日内，恆生中国企业（02828）、一脉阳光（02522）、南方恆生科技 （03033）港股通持股占比增加值最大，分别增加8.52%、4.91%、4.08%；东阳光药（06887）、锦欣生 殖（01951）、第四范式（06682）港股通持股占比减少值最大，分别减少-5.00%、-3.95%、-3.71%。 具体数据如下（交易所数据根据T+2日结算）： 1、港股通最新日占比增持榜（前20名） 智通财经APP获悉，根据2025年8月20日披露数据，京城机电股份（00187）、一脉阳光（02522）、安 井食品（02648）港股通持股占比增加值最大，分别增加3.04%、3.04%、1.93%；盈富基金（02800）、 锦欣生殖（01951）、山东墨龙（00568）港股通持股占比减少值最大，分别减 少-3.86%、-1.81%、-1.25%。 | 公司名称 | 占比值变动 | 最新持股比例 | | --- | --- | --- | | 京城机电股份(00187) | +3.04% | 45.45% | | 一脉阳光(02522) | +3.04% | 39.10% | | 安井食品(0264 ...

智通财经APP获悉，根据2025年8月19日披露数据，盈富基金（02800）、南京熊猫电子股份 （00553）、南方恆生科技（03033）港股通持股占比增加值最大，分别增加7.87%、3.96%、2.64%；京 城机电股份（00187）、东阳光药（06887）、福莱特玻璃（06865）港股通持股占比减少值最大，分别 减少-7.55%、-1.75%、-1.73%。 在最近有统计数据的5个交易日内，盈富基金（02800）、微盟集团（02013）、南方恆生科技（03033） 港股通持股占比增加值最大，分别增加6.15%、4.31%、3.70%；京城机电股份（00187）、东阳光药 （06887）、赣锋鋰业（01772）港股通持股占比减少值最大，分别减少-6.22%、-5.34%、-4.58%。 3、港股通5日占比增持榜（前10名） | 公司名称 | 占比值变动 | 最新持股比例 | | --- | --- | --- | | 盈富基金(02800) | +6.15% | 8.56% | | 微盟集团(02013) | +4.31% | 34.20% | | 南方恆生科技(03033) | +3.70% | 63.6 ...

地 址 為 SUNSHINE LAKE PHARMA CO., LTD. 廣東東陽光藥業股份有限公司 （在中華人民共和國註冊成立之股份有限公司） （股份代號：6887） 2025年 第 一 次 臨 時 股 東 大 會 代 表 委 任 表 格 本 人╱吾 等 （附 註1） 地 址 為 為 廣 東 東 陽 光 藥 業 股 份 有 限 公 司（「本 公 司」）股 本 中 每 股 面 值 人 民 幣1.00元 之 內 資 股╱H股 股 份 共 股 （附 註2） 之 登 記 持 有 人，茲 委 任 大 會 主 席，或 （附 註3） 為 本 人╱吾 等 的 委 任 代 表，代 表 本 人╱吾 等 出 席 本 公 司 謹 訂 於2025年9月5日（星 期 五）上 午 十 時 正 假 座 中 國 廣 東 省 東 莞 市 長 安 鎮 振 安 中 路368號 東 陽 光 科 技 園 銷 售 樓 三 樓 會 議 室 舉 行 的2025年 第 一 次 臨 時 股 東 大 會（「臨 時 股 東 大 會」）及 其 任 何 續 會，以 考 慮 及 酌 情 通 過 載 於 臨 時 股 東 大 會 通 告 的 決 議 案，並 於 臨 時 股 ...

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 通 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 就 因 本 通 告 全部或任何部分內容而產生或因倚賴該等內容而引致之任何損失承擔任何責任。 SUNSHINE LAKE PHARMA CO., LTD. 廣東東陽光藥業股份有限公司 「有 關 期 間」指 通 過 本 決 議 案 起 至 下 列 最 早 發 生 者 為 止 之 期 間： 除 非 董 事 會 於 有 關 期 間 決 定 發 行 股 份，而 該 股 份 發 行 可 能 需 要 在 有 關 期 間 結 束 後 繼 續 推 進 或 實 行。 （在中華人民共和國註冊成立之股份有限公司） （股份代號：6887） 2025年 第 一 次 臨 時 股 東 大 會 通 告 茲 通 告 廣 東 東 陽 光 藥 業 股 份 有 限 公 司（「本 公 司」）謹 訂 於2025年9月5日（星 期 五）上 午 十 時 正 假 座 中 國 廣 東 省 東 莞 市 長 安 鎮 振 安 中 路36 ...