Market Overview - A total of 70 stocks hit the daily limit up in the A-share market, with 53 stocks hitting the limit after excluding 17 ST stocks, resulting in an overall limit-up rate of 78.65% [1] Top Performers - Zhongheng Group had the highest limit-up order volume at 513,300 hands, followed by Ma Steel, Zhongtai Automobile, and Shandong Molong with order volumes of 304,400 hands, 272,100 hands, and 245,600 hands respectively [2] - Zhongheng Group announced that its wholly-owned subsidiary plans to acquire a patent for a drug technology (LZ-01) for treating chronic heart failure, which shows significant therapeutic advantages [2] Continuous Limit-Up Stocks - *ST Yazhen achieved 5 consecutive limit-ups, while Beijiajie and Wenke Co. had 4 consecutive limit-ups. Several other stocks, including *ST Yanshi and *ST Yushun, recorded 3 consecutive limit-ups [2] Sector Highlights Robotics - Multiple stocks in the robotics sector hit the limit-up, including Dongjie Intelligent, Furi Electronics, Guoji Precision, and others. Dongjie Intelligent is focusing on industrial intelligent logistics robots to create smart factories [4][7] eSIM Technology - Stocks such as Rihai Intelligent, Dongxin Peace, and Chengtian Weiye saw limit-ups, with Rihai Intelligent's SIM7070 series NB-IoT module being highlighted for its eSIM remote management capabilities [4][5][6] Pharmaceuticals - Pharmaceutical stocks like Chengyi Pharmaceutical, Zhongheng Group, Kehua Bio, and Guilin Sanjin also hit the limit-up. Chengyi Pharmaceutical's products have won bids in multiple provincial administrative regions [9] Institutional and Retail Activity - The net selling of Shanhai Intelligent exceeded 100 million yuan, while Dongxin Peace, Innovation Medical, and Aerospace Science and Technology were the top net buying stocks [10][11] - Institutional net buying was led by Dongjie Intelligent, Xinhan New Materials, and Beifang Changlong, with amounts of 209 million yuan, 84.8 million yuan, and 52 million yuan respectively [12] ETF Performance - The Food and Beverage ETF saw a slight decline of 0.52% over the past five days, with a net inflow of 10.56 million yuan [16] - The Gaming ETF increased by 3.12%, with a net inflow of 290 million yuan [16] - The Cloud Computing 50 ETF experienced a minor decline of 0.15%, with a net outflow of 1.24 million yuan [17]

Group 1 - Niuwei Co., Ltd. reported a net profit of 637 million yuan for the first half of 2025, representing a year-on-year increase of 30.47% [1] - The company achieved a total operating revenue of 3.404 billion yuan, up 19.96% year-on-year [1] - Niuwei specializes in the research, manufacturing, and sales of industrial valves [2] Group 2 - Shandong Haohua plans to acquire a 29% stake in Zhongyan Alkali Industry with a total investment of 2.32 billion yuan [2] - The company is involved in the production of soda ash and caustic soda [3] Group 3 - Dongfang Co., Ltd. announced a partnership with Dongfang Import and Export Company to develop overseas marketing business [38] - The company focuses on the research, production, and sales of light commercial vehicles and powertrains [38] Group 4 - Xinyuan Technology reported a net profit of 52.6 million yuan for the first half of 2025, a year-on-year increase of 10.70% [12] - The company achieved an operating revenue of 2.871 billion yuan, up 3.86% year-on-year [12] - Xinyuan provides one-stop custom development and production services for pharmaceutical companies and research institutions [12] Group 5 - Zhuhai Piano announced that its subsidiary won the operating rights project for the Baihuazhai scenic area, with an investment of no less than 400 million yuan over 20 years [21] - The company specializes in the research, manufacturing, and sales of pianos and digital musical instruments [21] Group 6 - Zhenghong Technology reported a sales revenue of 26.02 million yuan from pig sales in July, a year-on-year increase of 288.69% [16] - The company sold 63,000 pigs in total from January to July 2025, with a cumulative sales revenue of 109 million yuan, representing a year-on-year increase of 38.06% [16] - Zhenghong focuses on feed products and pig farming [17] Group 7 - ST Nuotai received the cGMP certification from Brazil's National Health Surveillance Agency for its production facility [15] - The company specializes in the research and development of peptide drugs and small molecule pharmaceuticals [15] Group 8 - Guizhou Moutai has repurchased a total of 3.4517 million shares, accounting for 0.2748% of its total share capital, with a total expenditure of 5.301 billion yuan [48][49] - The company is engaged in the production and sales of Moutai liquor and related products [49]

Group 1 - The Helicobacter pylori concept sector declined by 0.50%, ranking among the top declines in concept sectors, with notable declines in stocks such as Keta Bio, Anglikang, and Asia-Pacific Pharmaceutical [1][2] - Among the 49 stocks in the Helicobacter pylori concept sector, 27 stocks saw price increases, with Zhongheng Group, Hanyu Pharmaceutical, and *ST Sansheng leading the gains at 9.85%, 5.63%, and 5.05% respectively [1][4] - The Helicobacter pylori concept sector experienced a net outflow of 1.725 billion yuan in main funds, with Hanyu Pharmaceutical seeing the largest outflow of 909.33 million yuan [2][3] Group 2 - The top gainers in the concept sectors included the Armament Reorganization concept at 6.12%, PEEK materials at 4.11%, and Brain-Computer Interface at 2.72% [2] - The main funds saw inflows in stocks such as Zhongheng Group, Baicheng Pharmaceutical, and Asia Treasure Pharmaceutical, with inflows of 88.23 million yuan, 63.86 million yuan, and 19.51 million yuan respectively [2][4] - The stocks with the largest net outflows in the Helicobacter pylori concept included Asia-Pacific Pharmaceutical at -8.16%, Keta Bio at -10.28%, and Anglikang at -9.46% [2][3]

Market Performance - As of August 5, the generic drug consistency evaluation concept declined by 0.55%, ranking among the top declines in the concept sector [1] - Within the sector, notable declines were seen in companies such as Angli Kang, Asia-Pacific Pharmaceutical, and Nanxin Pharmaceutical, while 46 stocks experienced price increases, with Chengyi Pharmaceutical, Guilin Sanjin, and Zhongheng Group leading with increases of 10.04%, 10.00%, and 9.85% respectively [1] Capital Flow - The generic drug consistency evaluation sector saw a net outflow of 3.403 billion yuan, with 112 stocks experiencing net outflows, and 5 stocks seeing outflows exceeding 100 million yuan [2] - The stock with the highest net outflow was Hanyu Pharmaceutical, with a net outflow of 909.3 million yuan, followed by Asia-Pacific Pharmaceutical, Guangsheng Tang, and Yipinhong with net outflows of 192.45 million yuan, 135.13 million yuan, and 119.26 million yuan respectively [2] Top Gainers and Losers - The top gainers in the sector included Chengyi Pharmaceutical, Guilin Sanjin, and Zhongheng Group, with respective net inflows of 102 million yuan, 94.85 million yuan, and 88.22 million yuan [6] - Conversely, the top losers included Hanyu Pharmaceutical, Asia-Pacific Pharmaceutical, and Guangsheng Tang, with significant net outflows [2][3]

| 代码 | 名称 | 主力净流入(元) | 主力净占比 游资净流入 (元) | | 游资净占比 散户净流入(元) | | 散户净占比 | | --- | --- | --- | --- | --- | --- | --- | --- | | 002275 | 桂林三金 | 9927.28万 | 23.81% | -5811.71万 | -13.94% | -4115.57万 | -9.87% | | 600252 | 中恒集团 | 6998.27万 | 48.21% | -3381.31万 | -23.29% | -3616.96万 | -24.92% | | 002873 | 新天药业 | 2543.66万 | 4.72% | 1806.11万 | 3.35% | -4349.77万 | -8.06% | | 000623 | 吉林敖东 | 1889.04万 | 6.29% | -1961.54万 | -6.53% | 72.50万 | 0.24% | | 000423 | 东阿阿胶 | 1276.81万 | 5.66% | -797.15万 | -3.53% | -479.66万 | -2.13% | ...

金融界消息 截至2025年8月5日收盘，中恒集团（600252）报收于3.01元，上涨9.85%，换手率1.46%， 成交量48.23万手，成交金额1.45亿元。 资金流向方面，今日主力资金净流入6998.27万元，占比成交额48.21%。其中，超大单净流入8960.37万 元、占成交额61.73%，大单净流出1962.10万元、占成交额13.52%，中单净流出流出3381.31万元、占成 交额23.29%，小单净流出3616.96万元、占成交额24.92%。 天眼查商业履历信息显示，广西梧州中恒集团股份有限公司，成立于1993年，位于梧州市，是一家以从 事医药制造业为主的企业。企业注册资本345148.9454万人民币，实缴资本5744万人民币。公司法定代 表人为杨金海。 通过天眼查大数据分析，广西梧州中恒集团股份有限公司共对外投资了32家企业，参与招投标项目103 次，知识产权方面有商标信息5条，此外企业还拥有行政许可14个。 来源：金融界 中恒集团最新一期业绩显示，截至2025一季报，公司营业总收入7.42亿元、同比减少7.92%，归属净利 润1826.71万元，同比减少66.61%，扣非净利润1577 ...

Market Overview - The Shanghai Composite Index closed at 3602.13 points, above the five-day moving average, with a gain of 0.53% [1] - The total trading volume of A-shares reached 10185.93 billion yuan [1] Stocks Performance - A total of 1060 A-shares have prices that surpassed the five-day moving average [1] - Notable stocks with significant deviation rates include: - Nanjing Julong (11.66%) - Dongxin He Ping (7.92%) - Zhongheng Group (7.73%) [1] Top Stocks by Deviation Rate - The following stocks had the highest deviation rates from the five-day moving average: - Nanjing Julong: 13.63% increase, trading volume 21.00% [1] - Dongxin He Ping: 10.00% increase, trading volume 20.47% [1] - Zhongheng Group: 9.85% increase, trading volume 1.31% [1] - Jianlong Micro-Nano: 9.14% increase, trading volume 3.44% [1] - San Chao New Materials: 9.88% increase, trading volume 26.05% [1] Additional Stocks with Notable Performance - Other stocks with significant performance include: - Boshang Optoelectronics: 10.52% increase, trading volume 25.60% [1] - Astone Creation: 11.98% increase, trading volume 28.04% [1] - Shanghai Shifa Development: 10.06% increase, trading volume 2.46% [1] - Fuheng New Materials: 7.19% increase, trading volume 11.34% [1] - Dazhu Digital Control: 8.32% increase, trading volume 17.89% [1]

Group 1 - As of August 4, 2025, Zhongheng Group's stock price is 2.74 yuan, down 0.02 yuan or 0.72% from the previous trading day [1] - The trading volume for the day was 616,400 hands, with a total transaction amount of 166.7 million yuan [1] - Zhongheng Group primarily engages in pharmaceutical manufacturing, with core products including thrombolytic agents for cardiovascular diseases [1] Group 2 - The company has a wholly-owned subsidiary, Zhongheng Innovation, which acquired a patent for a drug treating chronic heart failure for 55 million yuan [1] - This drug is a novel compound discovered by the Navy Medical University, significantly enhancing myocardial energy metabolism, and currently, there are no similar drugs on the market globally [1] - The company operates in various sectors, including pharmaceutical manufacturing, research and development, and health food, making it a key player in the Guangxi region [1]

Summary of Key Points Core Viewpoint - Guangxi Wuzhou Zhongheng Group Co., Ltd. has acquired a patent for a drug technology aimed at treating chronic heart failure through its wholly-owned subsidiary, Zhongheng Innovation, for a total price of RMB 55 million [1][2][3]. Transaction Overview - The acquisition involves a drug technology (patent) for treating chronic heart failure, with the transaction price set at RMB 55 million, excluding tax [1][3]. - The transaction has been approved by the company's board of directors and does not require shareholder approval [1][3]. - The contract was signed on August 1, 2025, following the receipt of qualification confirmation from the Shanghai Technology Exchange [2][3]. Transaction Details - The project was publicly listed for transfer on May 20, 2025, with a minimum bid price of RMB 55 million and a deposit of RMB 500,000 [3]. - Payment for the transfer will be made in stages, with an initial payment of at least RMB 5 million due within 10 working days after the contract takes effect [3][6]. Drug Technology Information - The drug, referred to as LZ-01, is a novel compound discovered by the Navy Medical University of the People's Liberation Army, which significantly improves myocardial energy metabolism and heart function in chronic heart failure patients [5][6]. - The drug is classified as a Class 1 innovative chemical drug, administered orally, and is currently in the preclinical research phase [6]. Impact on the Company - This acquisition aligns with the company's strategic focus on unmet clinical needs and potential markets, particularly in cardiovascular and metabolic diseases [8]. - The transaction is expected to enhance the company's product line and market competitiveness without significantly impacting its short-term financial performance [8].

Core Viewpoint - Zhongheng Group's subsidiary, Guangxi Zhongheng Innovative Pharmaceutical Research Co., Ltd., has acquired a patent for a drug (LZ-01) that treats chronic heart failure, enhancing the company's product line and market competitiveness [1] Group 1: Acquisition Details - The acquisition price for the drug technology is 55 million yuan (excluding tax) [1] - The drug LZ-01 was initially discovered by the Navy Medical University of the People's Liberation Army and is noted for significantly improving myocardial energy metabolism and heart function in chronic heart failure patients [1] Group 2: Strategic Implications - The acquisition aligns with Zhongheng Group's strategic planning and is expected to expand the company's business and enhance its market competitiveness [1] - LZ-01 is characterized by good drug properties and oral administration, with no similar products available domestically or internationally, providing a significant therapeutic advantage for patients with reduced ejection fraction chronic heart failure [1]