中国保健协会市场工作委员会秘书长王大宏介绍，叶黄素类产品在保健食品和普通食品两大赛道均竞争 激烈，但尚无龙头品牌领航，企业新入局须明确差异化定位并提升技术门槛。 随着智能手机等各类电子产品的全面普及，长期荧屏光暴露对视觉的潜在危害越来越受重视。作为维护 视力健康的重要营养素，叶黄素近年来受到市场关注，市场规模高速增长。尤其是儿童视力健康问题受 到家长重视，儿童市场成为叶黄素赛道的必争之地。 叶黄素产业链上游端万寿菊种植已呈现规模化、集约化特征。中游端提取加工环节，晨光生物、荷兰 DSM（帝斯曼）、印度Kemin呈现"三足鼎立"竞争格局。晨光生物科技集团邯郸有限公司总经理万海超 提供给新京报记者的数据显示，晨光生物的叶黄素原料市场份额约占全球的1/3，其中，人用叶黄素份 额占比同样约为1/3。 下游产品端，随着应用场景持续拓展，眼科保健、功能性食品、医疗美容三大赛道并驾齐驱，上述《报 告》数据显示，眼科保健市场占比达62%，功能性食品领域年增速超40%。在功能性食品领域，此前中 国叶黄素市场面临着高端产品长期依赖进口的局面，但近年来随着本土企业技术创新，实现突破，一些 优秀的国产品牌崭露头角，但与海外品牌相比， ...

项目进展 | 可明生物医药 【SynBioCon】 获 悉，近日，关于 浙江可明生物医药有限公司年产1400吨生物发酵类系列产品 及配套建设项目 在相关网站公示。 本项目对审批未建的其他内容进行调整，主要 取消 原审批的污染较重的利福系列半合成原料药 ， 新增 了泛酸钙、PQQ、去甲金霉素等全过程发酵类产品 。项目建设一条丙类(发酵工序等不涉 及溶剂的工段)、一条甲类(提取工序等涉及溶剂的工段)共两条相邻的密闭式生产线，购置发酵设 备、全自动高压板框设备等多套先进生产设备，项目建成后形成发酵类产品1400t/a的产品规 模。 项目基本情况 建设规模: 项目建设一条丙类(发酵工序等不涉及溶剂的工段)、一条甲类(提取工序等涉及溶剂的工 段)共两条相邻的密闭式生产线，购置发酵罐设备、全自动高压板框设备等多套先进生产设备，项 目建成后 形成 发酵类产品1400t/a的产品规模(包括辅酶Q1080t/a，虾青素100t/a，泛酸钙 1090t/a，β-胡萝卜素60t/a, 番茄红素3t/a，PQQ7t/a，去甲金霉素60t/a) 。 浙江可明生物医药有限公司（简称"可明生物"） 是由 浙江医药股份有限公司 全资控股的医 ...

Investment Rating - The report maintains an "Outperform" rating for the basic chemical industry [2] Core Viewpoints - The basic chemical sector has outperformed the market, with the industry index rising by 1.8% from July 11 to July 18, compared to a 0.7% increase in the Shanghai Composite Index [9][20] - The report highlights significant price increases in TDI, glyphosate, and glufosinate due to supply disruptions and rising demand, particularly in South America [6][31][33] Summary by Sections 1. Core Viewpoints - The basic chemical sector is expected to benefit from supply-side reforms and improved demand due to recent government policies aimed at stabilizing the economy [17] - The report emphasizes the potential for long-term investment in core assets as the profitability of chemical products has likely bottomed out, suggesting a recovery in valuations [17][18] 2. Overall Performance of the Chemical Sector - The basic chemical industry index has shown a year-to-date increase of 10.8%, outperforming both the Shanghai Composite and ChiNext indices by 5.4% and 4.5%, respectively [20][26] 3. Individual Stock Performance in the Chemical Sector - Among 424 stocks in the basic chemical sector, 251 stocks rose while 162 fell during the reporting week, with notable gainers including Shangwei New Materials (+148.8%) and Dongcai Technology (+33.2%) [29][30] 4. Key News and Company Announcements - A fire at Covestro's TDI plant in Germany has led to significant supply disruptions, creating opportunities for price increases in TDI [31][32] - Glyphosate prices have increased to 25,500 CNY per ton, reflecting a 7.16% month-over-month rise, driven by reduced inventory levels [33] - New regulations on glufosinate are expected to constrain supply, potentially leading to price increases as the market adjusts [34]

Core Viewpoint - The article highlights the active cash dividend distribution by listed companies in the context of regulatory encouragement, with a total of 3,679 companies proposing distribution plans for the 2024 fiscal year, including cash dividends totaling 1.64 trillion yuan [1][2]. Group 1: Dividend Distribution - A total of 3,674 companies included cash dividends in their 2024 distribution plans, with a cumulative cash payout of 1.64 trillion yuan [1]. - There are 346 companies that included stock transfers in their distribution plans for 2024 [1]. - The article emphasizes two important dates for investors focused on dividends: the ex-dividend date and the record date, with 3,398 companies having already implemented their distribution plans [1]. Group 2: Companies with Dividend Plans - Among the 13 companies with record dates today, 9 companies have a cash dividend of 1 yuan (after tax) or more per 10 shares, with Weike Technology offering the highest at 6.00 yuan per 10 shares [1][2]. - The companies listed for dividend distribution include: - Weike Technology: 6.00 yuan per 10 shares, latest closing price 83.66 yuan, 5-day increase 30.35% [2]. - Zhejiang Medicine: 3.70 yuan per 10 shares, latest closing price 15.51 yuan, 5-day increase 1.31% [2]. - Hangzhou Bank: 2.80 yuan per 10 shares, latest closing price 16.85 yuan, 5-day decrease 2.94% [2].

Group 1 - The core viewpoint of the news is that the Artemisinin concept sector has seen a significant increase, with a rise of 2.65%, ranking third among concept sectors in terms of growth [1] - Within the Artemisinin concept sector, 10 stocks experienced an increase, with Rundu Co., Ltd. hitting the daily limit, and notable gains from Fosun Pharma, China Resources Sanjiu, and Haizheng Pharmaceutical, which rose by 3.94%, 3.10%, and 2.71% respectively [1][2] - The sector attracted a net inflow of 369 million yuan from main funds, with seven stocks receiving net inflows, and five stocks seeing inflows exceeding 30 million yuan [2] Group 2 - The leading stock in terms of net inflow was Rundu Co., Ltd., which saw a net inflow of 145 million yuan, followed by Fosun Pharma, Haizheng Pharmaceutical, and Zhejiang Medicine with net inflows of 101 million yuan, 53.91 million yuan, and 50.35 million yuan respectively [2][3] - In terms of fund inflow ratios, Rundu Co., Ltd., Zhejiang Medicine, and China Resources Sanjiu had the highest ratios, with net inflow rates of 42.20%, 11.87%, and 8.44% respectively [3] - The trading performance of the top stocks in the Artemisinin concept sector showed significant turnover rates, with Rundu Co., Ltd. at 10.26%, Fosun Pharma at 2.30%, and Haizheng Pharmaceutical at 5.63% [3]

证券代码：600216 证券简称：浙江医药 公告编号：2025-030 浙江医药股份有限公司关于 2024 年年度 权益分派实施后调整回购股份价格上限的公告 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。 重要内容提示： 调整前回购股份数量区间（以调整前的回购股份价格上限计算）： 4,800,769 股至 9,601,536 股。 调整后回购股份数量区间（以调整后的回购股份价格上限计算）： 4,887,586 股至 9,775,171 股。 一、 回购股份的基本情况 浙江医药股份有限公司（以下简称"公司"）于 2025 年 4 月 14 日召开第十 届四次董事会会议，审议通过了《关于以集中竞价交易方式回购股份方案的议案》， 同意公司使用自有资金或自筹资金以集中竞价交易方式回购公司股份，用于后续 实施员工持股计划或股权激励，回购价格不超过人民币 20.83 元/股（含），回购 资金总额不低于人民币 1 亿元（含）且不超过人民币 2 亿元（含），回购期限自 董事会审议通过回购股份方案之日起不超过 12 个月，即 2025 年 4 ...

国浩律师（上海）事务所 关 于 浙江医药股份有限公司 差异化分红事项 之 法 律 意 见 书 中国上海市静安区山西北路 99 号苏河湾中心 25-28 楼 邮编：200085 25-28/F, Suhe Centre, 99 North Shanxi Road, Jing'an District, Shanghai, China 电话/Tel: +86 21 52341668 传真/Fax: +86 21 52433320 网址/Website:http://www.grandall.com.cn 1 国浩律师(上海)事务所 法律意见书 国浩律师(上海)事务所 法律意见书 目 录 | 第一节 律师声明事项 . | | --- | | 第二节 正 文 ……………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………… 4 | | 一、本次差异化分红的原因…………………………………………………………………………………………………………………………………………………………… ...

证券代码：600216 证券简称：浙江医药 公告编号：2025-031 浙江医药股份有限公司 2025 年半年度业绩预增公告 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。 重要内容提示： 本次业绩预告适用于实现盈利，且净利润与上年同期相比上升 50%以上。 浙江医药股份有限公司（以下简称"公司"）预计 2025 年半年度实现归 属于上市公司股东的净利润为 60,000.00 万元-72,000.00 万元，与上年同期 相比将增加 28,466.80 万元-40,466.80 万元，同比增加 90.28%-128.33%。 公司预计 2025 年半年度归属于上市公司股东的扣除非经常性损益的净 利润为 59,000.00 万元-70,800.00 万元，与上年同期相比将增加 27,326.04 万元-39,126.04 万元，同比增加 86.27%-123.53%。 一、本期业绩预告情况 （一）业绩预告期间 （二）业绩预告情况 经财务部门初步测算，预计 2025 年半年度实现归属于母公司所有者的净利 润为 60,000.00 万 ...

2024年年度权益分派实施公告 证券代码：600216 证券简称：浙江医药 公告编号：2025-029 浙江医药股份有限公司 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。 重要内容提示： 每股分配比例 Ａ股每股现金红利0.37元（含税） 相关日期 | 股份类别 | 股权登记日 | 最后交易日 | 除权（息）日 | 现金红利发放日 | | --- | --- | --- | --- | --- | | Ａ股 | 2025/7/18 | － | 2025/7/21 | 2025/7/21 | 差异化分红送转： 是 一、 通过分配方案的股东大会届次和日期 本次利润分配方案经公司2025 年 6 月 25 日的2024年年度股东大会审议通过。 二、 分配方案 截至股权登记日下午上海证券交易所收市后，在中国证券登记结算有限责任 公司上海分公司（以下简称"中国结算上海分公司"）登记在册的本公司全体股东。 根据《公司法》《证券法》《上海证券交易所上市公司自律监管指引第 7 号— —回购股份》等有关规定，公司股份回购专用证券账户持有的公司股 ...

Investment Rating - The report maintains an "Outperform" rating for the basic chemical industry [2] Core Viewpoints - The basic chemical sector has shown better performance than the market, with a year-to-date increase of 8.9%, outperforming the Shanghai Composite Index by 4.2 percentage points [4][16] - The global potash market is characterized by oligopoly, with major producers controlling supply and prices. Recent production cuts by key players are expected to sustain potash market conditions [5][27] - Phosphate supply remains tight, with stable prices and potential improvements in export opportunities as demand increases [5][27] Summary by Sections 1. Core Viewpoints - Policies are expected to improve supply-demand dynamics in the chemical sector, with a focus on cyclical investment opportunities [13] - The chemical industry is entering a new long-term prosperity cycle, driven by improved fundamentals and reduced risks [13][14] 2. Overall Performance of the Chemical Sector - The basic chemical industry index increased by 1.5% during the week, outperforming the Shanghai Composite Index by 0.4 percentage points [16] - Year-to-date, the basic chemical industry index has increased by 8.9%, significantly outperforming both the Shanghai Composite and ChiNext indices [16][18] 3. Individual Stock Performance in the Chemical Sector - Among 424 stocks in the basic chemical sector, 298 stocks rose while 123 fell during the week [25] - The top performers included companies like Shangwei New Materials (+72.9%) and Hongbo New Materials (+24.7%) [25][26] 4. Key News and Company Announcements - The autumn fertilizer preparation has begun, with a focus on investment opportunities in potash and phosphate fertilizers [27] - Major potash producers have announced production cuts, which are expected to tighten supply and support prices [5][27] - Phosphate prices remain stable, with potential for improved export conditions as demand increases [5][27] 5. Product Price Changes - The report highlights significant price increases in various chemical products, with notable gains in dimethylamine (+16.7%) and fatty alcohol (+8.2%) [6] - Conversely, urea prices have seen a significant decline (-15%) [6]