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太极集团跌2.45% 西南证券发研报后连跌
Zhong Guo Jing Ji Wang· 2025-12-16 09:16
(责任编辑:徐自立) 中国经济网北京12月16日讯 太极集团(600129.SH)股价今日收盘报17.53元,跌幅2.45%。 西南证券股份有限公司研究员杜向阳2025年11月4日发布研报《太极集团(600129):消化药Q3增 幅亮眼持续优化渠道库存》称,预计2025-2027年EPS分别为0.84元、1.11元、1.29元,并提示风险: 集采降价风险,渠道拓展不及预期风险。 太极集团近2个月股价整体呈下挫趋势。 ...
重庆市药品监督管理局关于中药材GAP符合性信息的通告(太极集团重庆桐君阁药厂有限公司)
重庆市药品监督管理局关于中药材GAP符合性信息的通告 根据《国家药监局 农业农村部 国家林草局 国家中医药局关于发布〈中药材生产质量管理规范〉的公告》(2022年第22号)和《重庆市药品监督管理局实施 中药材生产质量管理规范工作指导原则》(渝药监〔2023〕36号)精神,太极集团重庆桐君阁药厂有限公司对其甘草药材供应商内蒙古塞外朔漠中药材有限 公司(合作方:重庆中药材有限公司)开展了审核检查,认为符合GAP要求。我局对太极集团重庆桐君阁药厂有限公司的GAP自评材料进行了审核,符合要 求,现予通告。 中药材GAP符合性信息 | 药品生产企业 | 中成药/饮片 | 中药 材 | 中药材种植 | | 基地面积 | 检 查 | | --- | --- | --- | --- | --- | --- | --- | | 名称 | 品种 | 品种 | 企业 | 基地地址 | (亩) | 结 | | | | | | | | 果 | | | 沉香化气片 | | | | | | | | 四君子合剂 | | | | | | | | 桔贝合剂 | | | | | | | | 龙胆泻肝片 | | | | | | | | 黄连上清丸 ...
重庆太极实业(集团)股份有限公司关于全资子公司破产清算的进展公告
关于全资子公司破产清算的进展公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述或者重大遗漏,并对其内容 的真实性、准确性和完整性承担法律责任。 一、国太牧业破产清算情况概述 证券代码:600129 证券简称:太极集团 公告编号:2025-088 重庆太极实业(集团)股份有限公司 由于国太牧业已停业,本次破产清算不会对公司持续经营产生重大影响。 本次指定管理人接管后,公司将丧失对国太牧业的控制权,其将不再纳入公司合并财务报表范围。本次 破产清算事项对公司本年度损益的影响最终以审计机构年度审计结果为准。 公司将持续关注该事项的后续进展情况,及时履行披露义务。敬请广大投资者谨慎决策,注意投资风 险。 四、备查文件 内蒙古自治区阿鲁科尔沁旗人民法院《决定书》((2025)内0421破1号)。 重庆太极实业(集团)股份有限公司 重庆太极实业(集团)股份有限公司(以下简称:公司)于2025年10月23日召开第十届董事会第三十二 次会议,审议通过《关于全资子公司拟申请破产清算的议案》。由于市场竞争及外部环境变化等因素, 公司全资子公司内蒙古阿鲁科尔沁旗国太牧业有限公司(以下简称:国太牧业)经营业绩持续 ...
太极集团(600129) - 太极集团关于全资子公司破产清算的进展公告
2025-12-09 08:45
重庆太极实业(集团)股份有限公司(以下简称:公司)于 2025 年 10 月 23 日召开第十届董事会第三十二次会议,审议通过《关于全 资子公司拟申请破产清算的议案》。由于市场竞争及外部环境变化等 因素,公司全资子公司内蒙古阿鲁科尔沁旗国太牧业有限公司(以下 简称:国太牧业)经营业绩持续下滑,导致严重亏损,资产已不足以 偿付全部负债,为更好地聚焦主业发展,降低经营风险和减少损失, 维护公司及股东利益,公司董事会同意国太牧业向法院申请破产清算。 具体内容详见公司于 2025 年 10 月 25 日披露的《关于全资子公司拟 申请破产清算的公告》(公告编号:2025-079)。 2025 年 11 月,公司收到内蒙古自治区阿鲁科尔沁旗人民法院(以 下简称:科尔沁法院)送达的《民事裁定书》((2025)内 0421 破 申 1 号),科尔沁法院裁定受理国太牧业的破产申请。具体内容详见 公司于 2025 年 11 月 25 日披露的《关于全资子公司破产清算的进展 公告》(公告编号:临 2025-087)。 二、国太牧业破产清算的进展情况 证券代码:600129 证券简称:太极集团 公告编号:2025-088 重庆太极实 ...
聚焦科技成果转化 重医附二院与太极集团达成合作
Huan Qiu Wang· 2025-12-02 10:08
Core Viewpoint - The collaboration between Chongqing Medical University Second Affiliated Hospital and Taiji Group marks a significant step in the integration of government, medical, and enterprise sectors to modernize and industrialize traditional Chinese medicine [1][3]. Group 1: Collaboration and Objectives - The partnership aims to implement the "Healthy China" strategy and promote the revitalization of traditional Chinese medicine through the integration of clinical research capabilities and industry advantages [3]. - The focus is on creating an efficient transformation pathway from "classic prescriptions" to "modern products," enhancing the quality of the health industry in Chongqing [3][4]. Group 2: Institutional Strengths - Chongqing Medical University Second Affiliated Hospital has a strong foundation in clinical and research capabilities in traditional Chinese medicine, supported by its integrated medical center and key laboratories [3]. - The hospital has developed a closed-loop research and development system that addresses clinical needs, research breakthroughs, and result transformations [3]. Group 3: Strategic Goals - The collaboration aims to standardize and upgrade traditional Chinese medicine products, ensuring that scientifically validated and effective innovations benefit public health [3][4]. - Taiji Group emphasizes its commitment to merging traditional Chinese medicine with modern health lifestyles, focusing on making traditional formulations more convenient and accessible [4]. Group 4: Research and Development Center - A "Joint Research and Transformation Center for Traditional Chinese Medicine Formulations" will be established to focus on innovation in formulation processes, quality standards, clinical efficacy evaluation, and product development [4]. - The center aims to create a replicable and promotable model for collaborative innovation in the production, study, and application of traditional Chinese medicine [4]. Group 5: Public Engagement and Future Plans - The event included a public engagement component, allowing citizens to experience traditional Chinese medicine and receive health consultations from experts [4]. - The Chongqing Health Commission plans to continue optimizing the policy environment to support such collaborations, aiming to enhance public health and develop the local health industry [4].
中国生物医药二级市场分析:从千金药业看千金不换的妇科药如何开辟增长新路径
Tou Bao Yan Jiu Yuan· 2025-12-01 11:56
Investment Rating - The report does not explicitly provide an investment rating for the gynecological drug industry in China. Core Insights - The biopharmaceutical industry in China is experiencing structural optimization, valuation recovery, and confidence rebuilding, particularly in the Hong Kong market, where the 18A system supports enterprise value discovery [2][3]. - Gynecological drug companies are characterized by specialized positioning and differentiated competition, focusing on areas such as traditional Chinese medicine, innovative treatments for gynecological tumors, and hormone drugs, showcasing strong professional images and commercialization capabilities [2][3]. Summary by Sections Capital Market Performance of China's Biopharmaceutical Sector - The A-share market has shifted from a focus on scale to sustainable development, while the Hong Kong market has attracted international capital through the 18A system, leading to a gradual rebuilding of long-term confidence in the biopharmaceutical sector [3][25]. - The A-share biopharmaceutical sector has seen a total fundraising amount of 787 billion yuan from January to October 2025, with a peak of 2,451 billion yuan in 2021, indicating a transition from a capital overheating phase to a rational development phase [13][18]. - In the Hong Kong market, the total fundraising amount reached 789 billion HKD from January to October 2025, with a peak of 1,833 billion HKD in 2020, reflecting a significant improvement in the financing environment [27][28]. Market Position Assessment of Chinese Gynecological Drug Companies - The competitive landscape of gynecological drug companies is marked by a focus on specialized fields such as innovative gynecological tumor drugs and hormone treatments, with companies establishing differentiated competitive advantages [40]. - Qianjin Pharmaceutical is recognized as a leading player in the gynecological drug market, with a strong market presence in oral gynecological inflammation traditional Chinese medicine [40]. - Heng Rui Pharmaceutical is noted for its robust pipeline in gynecological tumor treatments, with eight drugs in development as of 2024 [40]. - Xianju Pharmaceutical specializes in hormone treatments, with a focus on steroid drugs, establishing a strong professional image in the gynecological field [40]. Introduction to Representative Listed Chinese Gynecological Drug Companies - Qianjin Pharmaceutical has a significant market share of 25.8% in oral gynecological inflammation traditional Chinese medicine, demonstrating strong sales performance even in challenging market conditions [45]. - Heng Rui Pharmaceutical's research and development pipeline includes multiple innovative treatments for gynecological tumors, indicating a solid commitment to this therapeutic area [52][53]. - Xianju Pharmaceutical leverages its expertise in steroid drugs to maintain a competitive edge in the gynecological drug market, with a focus on cost-effective production and high-quality formulations [58][61].
太极集团”出局”中证A500指数 上月价差较大天津被点名
Zhong Guo Jing Ji Wang· 2025-12-01 08:06
天津市医药采购中心21日发布关于开展药品价格风险治理工作的通知。按照天津市关于药品价格 治理工作要求,现就开展医药价格风险线索治理工作通知如下: | | 调出名单 | | 调入名单 | | --- | --- | --- | --- | | 证券代码 | 证券名称 | 证券代码 | 证券名称 | | 000563 | 陕国投 A | 002701 | 奥瑞金 | | 002372 | 伟星新材 | 002837 | 英维克 | | 002439 | 启明星辰 | 002851 | 麦格米特 | | 002508 | 老板电器 | 002891 | 中宠股份 | | 002831 | 裕同科技 | 300083 | 创世纪 | | 300182 | 捷成股份 | 300748 | 金力永磁 | | 300296 | 利亚德 | 300803 | 指南针 | | 300315 | 掌趣科技 | 300972 | 万辰集团 | | 300769 | 德方纳米 | 600079 | 人福医药 | | 301381 | 赛维时代 | 600157 | 永泰能源 | | 600129 | 太极集团 | 600522 | ...
禽流感概念下跌0.76%,主力资金净流出18股
Core Insights - The avian influenza concept sector experienced a decline of 0.76%, ranking among the top losers in the market, with major stocks like Zhongsheng Pharmaceutical hitting the limit down, while a few stocks like Wens Foodstuff and Weilan Biology saw gains of 1.80% each [1][2] Market Performance - The top-performing concept sectors included Titanium Dioxide with a gain of 4.31%, and Hainan Free Trade Zone with a gain of 3.54%, while the avian influenza sector was among the worst performers [1] - The avian influenza sector saw a net outflow of 784 million yuan, with 18 stocks experiencing net outflows, led by Zhongsheng Pharmaceutical with a net outflow of 684 million yuan [1] Stock Performance - Stocks with significant net outflows included: - Zhongsheng Pharmaceutical: -10.00% with a turnover rate of 18.78% and a net outflow of 683.65 million yuan - Yiling Pharmaceutical: -2.40% with a net outflow of 35.71 million yuan - Lianhuan Pharmaceutical: -1.79% with a net outflow of 25.69 million yuan - Hualan Biological: -6.60% with a net outflow of 18.13 million yuan [1] - Conversely, stocks with net inflows included: - Tiankang Biological: +1.26% with a net inflow of 16.52 million yuan - Shanghai Kaibao: -1.70% with a net inflow of 5.06 million yuan - Jinhai Biological: +0.16% with a net inflow of 3.82 million yuan [2]
债市早报:央行开展万亿元MLF操作;资金面宽松无虞,债市整体窄幅震荡
Sou Hu Cai Jing· 2025-11-25 05:19
Group 1: Domestic News - President Xi Jinping and US President Trump had a phone call, emphasizing the importance of stable and positive Sino-US relations and the need for cooperation to benefit both nations and the world [2] - The People's Bank of China (PBOC) conducted a 1 trillion yuan MLF operation, marking the ninth consecutive month of increased net issuance, aligning with market expectations [2] Group 2: Bond Market Dynamics - The interbank market saw significant participation from private enterprises, with over 5.3 billion yuan in sci-tech bonds issued, representing more than 10% of the total issuance in the interbank market [3] - The bond market experienced narrow fluctuations, with the yield on the 10-year government bond slightly decreasing to 1.8120% [9] Group 3: Credit Bond Events - Several companies announced delays in bond repayments, including Fanghai Holdings, which postponed the repayment of approximately 3.56 billion USD in overseas notes until May 2026 [11] - Other companies, such as Fangyuan Real Estate and Xian Construction Group, also reported adjustments to repayment dates or overdue debts, indicating potential credit risks in the market [12][18] Group 4: Convertible Bonds - The convertible bond market saw a collective rise in major indices, with the market's trading volume increasing significantly to 618.80 billion yuan, indicating a rebound following previous declines [19] - Notable individual convertible bonds, such as Zhuomei Convertible Bond, experienced a surge of 57%, while others like Tianci Convertible Bond saw declines [19]
太极集团(600129) - 太极集团关于全资子公司破产清算的进展公告
2025-11-24 08:00
证券代码:600129 证券简称:太极集团 公告编号:2025-087 重庆太极实业(集团)股份有限公司 关于全资子公司破产清算的进展公告 本次法院受理破产申请,尚未指定破产管理人。 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、 误导性陈述或者重大遗漏,并对其内容的真实性、准确性和完整性承 担法律责任。 重庆太极实业(集团)股份有限公司(以下简称:公司)全资子 公司内蒙古阿鲁科尔沁旗国太牧业有限公司(以下简称:国太牧业) 于近日收到内蒙古自治区阿鲁科尔沁旗人民法院(以下简称:科尔沁 法院)送达的《民事裁定书》((2025)内 0421 破申 1 号),科尔 沁法院裁定受理国太牧业的破产申请。 一、国太牧业破产清算情况概述 公司于 2025 年 10 月 23 日召开第十届董事会第三十二次会议, 审议通过《关于全资子公司拟申请破产清算的议案》。由于市场竞争 及外部环境变化等因素,国太牧业经营业绩持续下滑,导致严重亏损, 资产已不足以偿付全部负债,为更好地聚焦主业发展,降低经营风险 和减少损失,维护公司及股东利益,公司董事会同意国太牧业向法院 申请破产清算。具体内容详见公司于 2025 年 10 月 ...