港交所消息：10月2日，瑞银集团持有的江苏 恒瑞医药 股份有限公司H股多头头寸从6.88%增至7.48%。 ...

Core Insights - The report highlights a strong performance in the A-share market, with major indices achieving significant monthly gains, particularly the ChiNext Index which rose by 12.04% in September [4] - The stock portfolio for October 2025 shows a diverse range of companies with strong investment themes, including overseas expansion, innovative pharmaceuticals, and recovery in the wind power sector [2][3] Company Summaries Huaxin Cement (600801) - The company is actively expanding overseas, aiming to double its cement production capacity from 25 million tons to approximately 50 million tons by 2025 [10] - Despite a slight decline in cement sales, non-cement business segments such as aggregates and concrete have shown significant growth [10] - The company reported a revenue of 34.217 billion yuan in 2024, marking a 1.36% increase year-on-year, with a notable recovery in net profit in the first half of 2025 [10] Luoyang Molybdenum (603993) - The company achieved record high operating performance with a revenue of 94.773 billion yuan and a net profit of 8.671 billion yuan in the first half of 2025, reflecting a 60.07% year-on-year increase [12] - The company is expanding its global footprint, particularly in gold resources, and has successfully acquired a mining project in Ecuador [16] - The diversified product portfolio, including copper and cobalt, positions the company well against market fluctuations [16] Heng Rui Medicine (600276) - The company reported a stable growth in Q2 2025, with a revenue of 8.556 billion yuan, up 12.53% year-on-year, and a net profit of 2.576 billion yuan, up 24.88% [20] - The innovative drug segment is a key driver of growth, contributing significantly to overall revenue [20] - The company is focusing on accelerating the commercialization of new products to enhance future growth [20] CATL (300750) - The company reported a revenue of 178.886 billion yuan in the first half of 2025, with a net profit of 30.485 billion yuan, reflecting a 33.33% increase year-on-year [24] - CATL continues to innovate with new products in the electric vehicle battery sector, maintaining a strong market position [24] - The company is expanding its production capacity and has significant cash reserves to support its growth strategy [24] Goldwind Technology (002202) - The company achieved a revenue of 28.537 billion yuan in the first half of 2025, a 41.26% increase year-on-year, with a notable improvement in profitability [29] - The sales of large wind turbine units have significantly increased, with a sales capacity of 10.64 GW, up 106.60% year-on-year [29] - The international business segment has also seen substantial growth, with a revenue increase of 75.34% [29] XCMG Machinery (000425) - The company reported a revenue of 54.808 billion yuan in the first half of 2025, a growth of 8.04% year-on-year, with a net profit of 4.358 billion yuan [34] - The company is focusing on expanding its overseas business, which now accounts for 46.61% of total revenue [34] - The growth in demand for earth-moving machinery and the recovery in the lifting machinery sector are key highlights [34] Inovance Technology (300124) - The company reported a revenue of approximately 9 billion yuan in the first half of 2025, with a 50% increase in its new energy business [38] - The company is leveraging its multi-platform and customized solutions to enhance its market position [38] - Significant growth in international sales, particularly in emerging markets, is noted [38] Changdian Technology (600584) - The company achieved a revenue of 18.605 billion yuan in the first half of 2025, a 20.14% increase year-on-year, despite a decline in net profit [43] - Changdian Technology is recognized as a leading player in advanced packaging technology within the semiconductor industry [43] - The company is focusing on automotive electronics and has seen a 34.2% increase in revenue from this segment [43] Luxshare Precision (002475) - The company reported a revenue of 1245.03 billion yuan in the first half of 2025, with a net profit of 6.644 billion yuan, reflecting a 23.13% increase [48] - The consumer electronics segment continues to grow steadily, with significant contributions from new product launches [48] - The automotive business has shown remarkable growth, with an 82.07% increase in revenue [48] Kingsoft Office (688111) - The company is focusing on integrating AI technologies into its office solutions, aiming to enhance productivity and user experience [49] - The report indicates a strong market position and growth potential in the AI-driven office software sector [49]

公司名稱： 江蘇恒瑞醫藥股份有限公司 呈交日期： 2025年10月9日 如上市發行人的已發行股份或庫存股份出現變動而須根據《香港聯合交易所有限公司（「香港聯交所」）證券上市規則》(「《主板上市規則》」)第13.25A條 / 《香港聯合交易所有限公司GEM證券 上市規則》(「《GEM上市規則》」)第17.27A條作出披露，必須填妥第一章節 。 | 第一章節 | | | | | | | | --- | --- | --- | --- | --- | --- | --- | | 1. 股份分類 | 普通股 | 股份類別 A | | 於香港聯交所上市 | 否 | | | 證券代號 (如上市) | 600276 | 說明 | A股（於上海證券交易所上市） | | | | | A. 已發行股份或庫存股份變動 | | | | | | | | | | 已發行股份（不包括庫存股份）變動 | | 庫存股份變動 | | | | | 事件 | 已發行股份（不包括庫存股份）數 目 | 佔有關事件前的現有已發 行股份（不包括庫存股 份）數目百分比 (註3) | 庫存股份數目 | 每股發行/出售價 (註4) | 已發行股份總數 | | 於 ...

FF301 股份發行人及根據《上市規則》第十九B章上市的香港預託證券發行人的證券變動月報表 截至月份: 2025年9月30日 狀態: 新提交 致：香港交易及結算所有限公司 公司名稱: 江蘇恒瑞醫藥股份有限公司 呈交日期: 2025年10月9日 I. 法定/註冊股本變動 | 1. 股份分類 | 普通股 | 股份類別 | H | | 於香港聯交所上市 (註1) | | 是 | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 證券代號 (如上市) | 01276 | 說明 | H股 | | | | | | | | | 法定/註冊股份數目 | | | 面值 | | 法定/註冊股本 | | | 上月底結存 | | | 258,197,600 | RMB | | 1 RMB | | 258,197,600 | | 增加 / 減少 (-) | | | | | | RMB | | | | 本月底結存 | | | 258,197,600 | RMB | | 1 RMB | | 258,197,600 | | 2. 股份分類 | 普通股 | 股份類別 | A ...

截至2025年9月30日，公司通过上海证券交易所交易系统以集中竞价交易方式回购股份457.24万股，已 回购股份占公司总股本的比例为0.07%，购买的最高价为人民币70.00元/股，最低价为人民币67.20元/ 股，已支付的总金额为约人民币3.154亿元(不含交易费用)。 恒瑞医药（600276）(01276)公布A股股份回购进展，2025年9月，公司通过上海证券交易所交易系统以 集中竞价交易方式回购股份457.24万股，已回购股份占公司总股本的比例为0.07%，购买的最高价为人 民币70.00元/股，最低价为人民币67.20元/股，已支付的总金额为约人民币3.154亿元(不含交易费用)。 ...

智通财经APP讯，恒瑞医药(01276)发布公告，于2025年10月9日斥资762.67万元回购11万股A股股份。 ...

每经AI快讯，恒瑞医药（SH 600276，收盘价：71.15元）10月9日晚间发布公告称，截至2025年9月30 日，公司通过上海证券交易所交易系统以集中竞价交易方式回购股份457.24万股，已回购股份占公司总 股本的比例为0.07%，购买的最高价为人民币70元/股，最低价为人民币67.2元/股，已支付的总金额为人 民币约3.15亿元。 2024年1至12月份，恒瑞医药的营业收入构成为：医药制造业占比89.37%，其他业务占比10.63%。 截至发稿，恒瑞医药市值为4722亿元。 免责声明：本文内容与数据仅供参考，不构成投资建议，使用前请核实。据此操作，风险自担。 每日经济新闻 每经头条（nbdtoutiao）——与美元脱钩后，暴涨102倍，揭秘黄金疯涨背后神秘的"无形之手"！专家： 推动金价上涨的逻辑没有变 （记者 曾健辉） ...

恒瑞医药（600276）(01276)发布公告，于2025年10月9日斥资762.67万元回购11万股A股股份。 ...

格隆汇10月9日丨恒瑞医药(01276.HK)发布公告，2025年10月9日耗资人民币762.67万元回购11万股A 股，回购价格每股69.2-69.81元。 ...

证券代码：600276 证券简称：恒瑞医药 公告编号：临 2025-160 江苏恒瑞医药股份有限公司 关于回购公司 A 股股份的进展公告 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 | 2025/8/21 | | | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | | 回购方案实施期限 | 2025 年 月 20 8 | 8 | 日~2026 | 年 | 月 | 19 | 日 | | 预计回购金额 | 100,000万元~200,000万元 | | | | | | | | 回购用途 | □减少注册资本 √用于员工持股计划或股权激励 | | | | | | | | | □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 | 457.24万股 | | | | | | | | 累计已回购股数占总股本比例 | 0.07% | | | | | | | | 累计已回购金额 | 31, ...