Group 1 - The Artemisinin concept index increased by 0.65%, ranking 10th among concept sectors, with four stocks rising, including Haizheng Pharmaceutical which hit the daily limit, and Zhejiang Medicine, Huaren Shuanghe, and Baiyunshan also showing gains of 0.79%, 0.69%, and 0.08% respectively [1] - The leading decliners in the sector included Rundu Co., New Harmony, and Kunming Pharmaceutical, which fell by 1.41%, 1.36%, and 1.17% respectively [1] - The net inflow of main funds into the Artemisinin concept sector was 95 million yuan, with Haizheng Pharmaceutical receiving the highest net inflow of 105 million yuan, followed by Zhejiang Medicine, New Harmony, and Baihua Pharmaceutical with net inflows of 25.71 million yuan, 9.91 million yuan, and 2.14 million yuan respectively [2][3] Group 2 - In terms of fund inflow ratios, Haizheng Pharmaceutical, Zhejiang Medicine, and Baihua Pharmaceutical had the highest net inflow rates of 9.03%, 5.48%, and 2.27% respectively [3] - The trading performance of key stocks in the Artemisinin concept included Haizheng Pharmaceutical with a daily increase of 10.02% and a turnover rate of 9.22%, while Zhejiang Medicine rose by 0.79% with a turnover rate of 3.19% [3][4] - Other stocks such as New Harmony and Baihua Pharmaceutical experienced declines of 1.36% and 0.41% respectively, with turnover rates of 1.04% and 3.34% [3][4]

Group 1 - The company has initiated its fourth share repurchase program, with a total expected amount between 50 million and 100 million RMB [1][2] - The repurchase period is set from May 12, 2025, to May 11, 2026, and the maximum repurchase price is capped at 13 RMB per share [1][2] - As of the end of June 2025, the company has repurchased a total of 5,535,000 shares, representing 0.46% of the total share capital, with a total expenditure of 50,891,385 RMB [2] Group 2 - The repurchased shares will be used for employee stock ownership plans or equity incentives [1] - The highest purchase price recorded during the repurchase was 9.40 RMB per share, while the lowest was 8.92 RMB per share [2] - The company will continue to make repurchase decisions based on market conditions and will fulfill its information disclosure obligations in a timely manner [2]

Group 1: Company Announcements - Changchun High-tech plans to issue H-shares and list on the Hong Kong Stock Exchange to enhance its global strategy and international brand image [1] - Saisir reported June sales of 46,086 new energy vehicles, a year-on-year increase of 4.44%, with a total of 172,100 units sold in the first half of the year, down 14.35% year-on-year [1] - Hangzhou High-tech announced a change in controlling shareholder to Jirong Weiye, with stock resuming trading on July 2, 2025 [1] Group 2: Financial Performance - Guomai Technology expects a net profit of 125 million to 156 million yuan for the first half of 2025, a year-on-year increase of 60.52% to 100.33% [2] - Kid King anticipates a net profit of 120 million to 160 million yuan for the first half of 2025, representing a year-on-year growth of 50% to 100% [2] - Mould Technology received a project from a well-known North American electric vehicle company, with expected total sales of 1.236 billion yuan over five years [3] Group 3: Regulatory and Compliance - *ST Yuancheng is under investigation by the China Securities Regulatory Commission for suspected false disclosures in financial reports [4] - The company received a notice of investigation on July 1, 2025, which may lead to significant penalties and potential delisting [4] Group 4: Market Activity - Changcheng Military Industry's stock has experienced significant volatility, with a cumulative price deviation exceeding 20% over three trading days, indicating potential irrational speculation [5] - Anglikang has only one innovative drug project, ALK-N001, currently in Phase I clinical trials, highlighting the long and uncertain nature of drug development [6] Group 5: Sales and Contracts - Beiqi Blue Valley's subsidiary reported a 139.73% year-on-year increase in sales for the first half of the year [7] - Dong'an Power's engine sales in June increased by 82.79% year-on-year [7] - Pudong Construction's subsidiary won multiple major projects with a total bid amount of 1.964 billion yuan [7]

证券代码：600267 证券简称：海正药业 公告编号：临 2025-37 号 浙江海正药业股份有限公司 关于获得药物临床试验批准通知书的公告 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。 申请人：浙江海正药业股份有限公司 审批结论：根据《中华人民共和国药品管理法》及有关规定，经审查，2025 年4月17日受理的HS387片符合药品注册的有关要求，同意本品单药在晚期实体 瘤患者中开展临床试验。 二、该药品研发及相关情况 近日，浙江海正药业股份有限公司（以下简称"公司"）收到国家药品监督 管理局（以下简称"国家药监局"）核准签发的HS387片（5mg、25mg、100mg） 的《药物临床试验批准通知书》。现就相关情况公告如下： 一、《药物临床试验批准通知书》主要内容 药品名称：HS387片 受理号：CXHL2500400、CXHL2500401、CXHL2500402 通知书编号：2025LP01674、2025LP01675、2025LP01676 剂型：片剂 申请事项：临床试验 注册分类：化学药品1类 HS387片是一款由公 ...

二、 回购股份的进展情况 证券代码：600267 证券简称：海正药业 公告编号：临 2025-38 号 浙江海正药业股份有限公司 关于第四次以集中竞价交易方式回购公司股份的进展 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。 重要内容提示： | 回购方案首次披露日 | 2025/5/13 | | | | | | | --- | --- | --- | --- | --- | --- | --- | | 回购方案实施期限 | 年 月 2025 5 5 | 12 | 日~2026 | 年 | 月 | 日 11 | | 预计回购金额 | 5,000万元~10,000万元 | | | | | | | | □减少注册资本 √用于员工持股计划或股权激励 | | | | | | | 回购用途 | □用于转换公司可转债 | | | | | | | | □为维护公司价值及股东权益 | | | | | | | 累计已回购股数 | 5,535,000股 | | | | | | | 累计已回购股数占总股本比例 | 0.46% | | | | | ...

Core Viewpoint - The company received approval from the National Medical Products Administration for clinical trials of HS387 tablets, a selective KIF18A inhibitor aimed at treating advanced solid tumors such as high-grade serous ovarian cancer and non-small cell lung cancer [1] Company Summary - The company has invested approximately 42.41 million RMB in the research and development of HS387 tablets [1]

Core Insights - Synthetic biology is described as a revolutionary science that allows for the engineering and redesign of biological systems to create desired biological entities or processes, with significant potential for producing drugs, energy, and materials [1] - The global synthetic biology market is projected to grow from $16 billion in 2024 to $138 billion by 2032, with an average annual growth rate of 27% over the past five years [1] - In China, the synthetic biology industry is rapidly developing, with major pharmaceutical companies like Haizheng Pharmaceutical actively entering the field [2][4] Company Developments - Haizheng Pharmaceutical has established a joint venture, Zhejiang Lunsing Synthetic Biology Technology Co., Ltd., focusing on synthetic biology, marking a strategic move into this emerging industry [1][2] - The company emphasizes its long-term commitment to the synthetic biology sector, leveraging its 55 years of fermentation technology expertise to enhance competitiveness in the industry [4][6] - Haizheng's "Synthetic Biology+" strategy aims to integrate various health-related fields, indicating a focused approach rather than a scattered one [5] Industry Challenges - Over 90% of synthetic biology companies in China are concentrated in downstream applications, primarily in the pharmaceutical and health sectors, facing common challenges in transitioning from basic research to product commercialization [4] - High initial costs and market price pressures pose significant challenges for synthetic biology companies, as seen with the drastic price reductions in certain products, leading to profit compression [5] - The competitive landscape is characterized by a survival-of-the-fittest mentality, with companies needing to innovate continuously to remain viable [5][6] Regional Insights - The Yangtze River Delta region is emerging as a hub for synthetic biology, with Shanghai recognized as a historical center for synthetic biology innovation in China [10][11] - The region's strategy includes a focus on building a complete industrial ecosystem for synthetic biology, with various initiatives and partnerships aimed at fostering innovation and commercialization [11][12] - Cities like Taizhou are leveraging their manufacturing capabilities and cultural strengths to position themselves advantageously within the synthetic biology landscape [7][9]

Industry Overview - Synthetic biology has gained significant attention from both the scientific and investment communities, with increasing research and application prospects across various fields [1][2] - The global synthetic biology market was approximately $12.2 billion in 2022, showing a year-on-year growth of 28.42%, and is projected to reach $15.1 billion in 2023 and $19 billion in 2024, with a forecast of $24.3 billion by 2025 [1] - Major countries, including the US, UK, EU, and China, are intensifying their strategic investments and policy support in synthetic biology, positioning it as a strategic high ground in future global competition [1][3] Company Developments - Haizheng Pharmaceutical has established a joint venture, Lian Sheng Synthetic, with a registered capital of 350 million yuan, aiming to enter the synthetic biology sector [2] - Shenghe Biotechnology has launched China's first production line for natural product biosynthesis, which will serve various industries including cosmetics and pharmaceuticals [2] - Lian Sheng Synthetic is set to invest 170 million yuan in a flexible production line for synthetic biology, with its first product expected to be launched in August [5] Market Dynamics - The economic value of synthetic biology and bio-manufacturing is projected to reach $100 billion by 2025, with an expectation that 60% of material production will be achieved through bio-manufacturing methods [5] - The industry is characterized by a competitive landscape where companies are striving to convert midstream technologies into marketable products, emphasizing the importance of industrialization capabilities [5][9] Challenges and Opportunities - The transition from laboratory to commercial application in synthetic biology faces multiple challenges, including technical feasibility, engineering conversion, and market adaptability [7][8] - The industry is experiencing a "valley of death" in industrialization, where many promising technologies fail to scale up due to the lack of pilot testing [8] - Despite the challenges, the integration of AI and machine learning is expected to enhance research capabilities and support the development of synthetic biology [6] Strategic Insights - The current landscape indicates a need for innovation to avoid price competition and to develop high-value products that can lead the market [9] - The establishment of supportive policies at the provincial and national levels in China is anticipated to further guide and promote the healthy development of the synthetic biology industry [6]

Core Viewpoint - Haizheng Pharmaceutical's establishment of a subsidiary to enter the synthetic biology sector is a culmination of years of planning, not a sudden move [1] Group 1: Company Strategy - Haizheng Pharmaceutical plans to establish a joint venture with its wholly-owned subsidiary, Huizheng International Co., Ltd., to create a synthetic biology company named Zhejiang Lunsing Synthetic Biology Technology Co., Ltd., with a registered capital of 350 million yuan [1] - The company has a strong technical foundation in biotechnology, chemical synthesis, and microbial fermentation, which it considers a core advantage for entering the synthetic biology field [1] - Haizheng Pharmaceutical has already secured exclusive agency rights for high-end functional skincare products IOMA and non-crosslinked hyaluronic acid water light needles Bioregen, marking its entry into the emerging medical beauty sector [1] Group 2: Market Positioning - The company currently positions itself primarily as a raw material supplier rather than directly entering the end market for products like hyaluronic acid and collagen [2] - Haizheng Pharmaceutical aims to create a closed-loop system integrating "raw materials - formulations" to develop its own medical beauty product portfolio [2] - Previous collaborations and agency businesses were seen as initial steps to familiarize the company with industry rules and product operations, rather than a definitive market strategy [1][2]

Core Viewpoint - The establishment of Zhejiang Yansheng Synthetic Biology Technology Co., Ltd. by Haizheng Pharmaceutical marks a strategic entry into the synthetic biology sector, which has been in preparation for several years despite appearing sudden to the public [1][2]. Group 1: Company Strategy and Positioning - Haizheng Pharmaceutical's move into synthetic biology is based on its deep expertise in microbial fermentation technology, which aligns well with the principles of synthetic biology [2][3]. - The company aims to leverage its 69 years of experience in pharmaceuticals to differentiate itself from pure R&D-focused startups, emphasizing its manufacturing capabilities [3]. - Yansheng Synthetic plans to focus on high-value specialty raw materials, defining its core competitiveness as superior industrialization capabilities rather than just R&D [7][9]. Group 2: Market Landscape and Competition - The synthetic biology industry in China is rapidly evolving, characterized by numerous participants and a competitive landscape described as "a hundred schools of thought contend" [4]. - Major competitors are categorized into industrial integrators, bulk material leaders, R&D platform-driven startups, and pharmaceutical spin-offs, each with distinct business models and market focuses [5][8]. - Yansheng Synthetic's strategy is to occupy a middle ground, avoiding direct competition with bulk commodity leaders while focusing on high-value products [7][9]. Group 3: Product Development and Innovation - The company plans to launch its first products by August 2025, showcasing the advantages of synthetic biology over traditional methods, particularly in terms of environmental sustainability and product consistency [10]. - The traditional production methods for health products rely heavily on natural resources, which pose supply and environmental challenges, while the synthetic biology approach offers a more stable and eco-friendly alternative [10][11]. - The main challenge for Yansheng Synthetic will be to control production costs to be competitive with traditional extraction methods, which is crucial for large-scale adoption [11][12].