国药现代公告，2025年上半年营业收入48.78亿元，同比下降18.16%。净利润6.72亿元，同比下降 6.46%。以2025年6月30日总股本13.41亿股为基础计算，共计分配现金股利1.34亿元（含税）。 ...

为优化资产结构和资源配置，提高资产运营效率，促进高质量发展，上海现 代制药股份有限公司（以下简称公司）于 2025 年 7 月 30 日在上海联合产权交易 所公开挂牌转让控股子公司上海现代哈森（商丘）药业有限公司（以下简称国药 哈森）51%股权，首次挂牌底价为国药哈森 51%股权对应评估价值人民币 15,519.2541 万元（详见公司 2025-059 号公告）。 二、交易进展情况 上海现代制药股份有限公司 关于公开挂牌转让控股子公司股权的进展公告 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、交易概述 证券代码：600420 证券简称：国药现代 公告编号：2025-062 2025 年 7 月 30 日，"上海现代哈森（商丘）药业有限公司 51%股权"项目 在上海联合产权交易所首次正式挂牌，首次挂牌转让底价为人民币 15,519.2541 万元。截至本次转让公开信息披露（挂牌）首轮期满，即 2025 年 8 月 27 日，未 征集到合格意向方。公司于 2025 年 8 月 28 日以评估价的 90%第二次挂牌转让国 ...

Group 1 - The animal vaccine sector experienced a decline of 0.72% as of the market close on August 22, ranking among the top declines in concept sectors [1] - Within the animal vaccine sector, companies such as Shenlian Biological, Weilan Biological, and Xianfeng Holdings saw significant declines, while Kexing Pharmaceutical, Haizheng Pharmaceutical, and Guoyao Modern recorded increases of 2.06%, 0.44%, and 0.09% respectively [1] - The overall market saw a net outflow of 0.68 billion yuan from the animal vaccine sector, with 11 stocks experiencing net outflows, and 6 stocks seeing outflows exceeding 10 million yuan [2] Group 2 - The top net outflow in the animal vaccine sector was from Kanghua Biological, with a net outflow of 30.50 million yuan, followed by Shenlian Biological, Dabeinong, and Jinhai Biological with outflows of 27.38 million yuan, 24.27 million yuan, and 23.53 million yuan respectively [2] - Conversely, the stocks with the highest net inflows included Haizheng Pharmaceutical, Kexing Pharmaceutical, and Luoniushan, with net inflows of 27.34 million yuan, 16.70 million yuan, and 10.38 million yuan respectively [3] - The trading activity in the animal vaccine sector showed that Kanghua Biological had a turnover rate of 3.52% and a decline of 1.70%, while Kexing Pharmaceutical had a turnover rate of 3.12% and an increase of 2.06% [3]

截至8月20日收盘，重组蛋白概念下跌0.85%，位居概念板块跌幅榜前列，板块内，贝达药业、赛升药 业、热景生物等跌幅居前，股价上涨的有18只，涨幅居前的有中源协和、华熙生物、*ST万方等，分别 上涨3.27%、2.53%、2.23%。 今日涨跌幅居前的概念板块 | 688131 | 皓元医药 | 1.88 | 2.60 | 2045.37 | | --- | --- | --- | --- | --- | | 600420 | 国药现代 | 0.18 | 1.36 | 2185.08 | | 688363 | 华熙生物 | 2.53 | 1.32 | 4753.90 | | 概念 | 今日涨跌幅（%） | 概念 | 今日涨跌幅（%） | | --- | --- | --- | --- | | 同花顺果指数 | 3.70 | 猴痘概念 | -0.86 | | AI手机 | 2.77 | 重组蛋白 | -0.85 | | 国家大基金持股 | 2.76 | 辅助生殖 | -0.81 | | MCU芯片 | 2.60 | 高压氧舱 | -0.68 | | 丙烯酸 | 2.56 | 肝炎概念 | -0.67 | | 智 ...

Market Performance - The monkeypox concept sector declined by 0.86%, ranking among the top losers in the market, with stocks like Fuyuan Pharmaceutical and Chengyi Pharmaceutical hitting the daily limit down [1] - Notable declines were observed in Wanfu Biology, Rejing Biology, and Zhongsheng Pharmaceutical, while 23 stocks within the sector saw price increases, with Toukeng Life, Chuangyuan Technology, and New Industry leading the gains at 7.45%, 3.96%, and 1.86% respectively [1][2] Capital Flow - The monkeypox concept sector experienced a net outflow of 1.624 billion yuan, with 61 stocks facing net outflows, and 11 stocks seeing outflows exceeding 50 million yuan [2] - The stock with the highest net outflow was Hanyu Pharmaceutical, with a net outflow of 212.3 million yuan, followed by Fuyuan Pharmaceutical, Wanfu Biology, and Zhongsheng Pharmaceutical with net outflows of 164.1 million yuan, 126 million yuan, and 120 million yuan respectively [2][3] Top Gainers and Losers - The top gainers in the monkeypox concept sector included Toukeng Life, which saw a net inflow of 24.68 million yuan, and Guoyao Modern with a net inflow of 2.185 million yuan [4] - Conversely, the top losers included Hanyu Pharmaceutical, Fuyuan Pharmaceutical, and Wanfu Biology, which all faced significant capital outflows [2][3]

Group 1 - The fentanyl concept sector increased by 1.24%, ranking second in terms of sector gains, with one stock, Botao Bio, hitting a 20% limit up [1][2] - The main stocks in the fentanyl sector experienced mixed performance, with notable declines in Renfu Pharmaceutical, Oriental Bio, and Guoyao Modern, which fell by 3.16%, 2.59%, and 1.23% respectively [1][2] Group 2 - The fentanyl concept sector saw a net inflow of 50 million yuan, with four stocks receiving significant inflows, led by Botao Bio with a net inflow of 51.6459 million yuan [2][3] - The net inflow ratios for Botao Bio, Oriental Bio, and Wanfu Bio were 11.85%, 5.85%, and 5.04% respectively, indicating strong interest from main funds [3]

Core Insights - The animal vaccine sector saw a rise of 1.41%, ranking 8th among concept sectors, with 15 stocks increasing in value, led by Shenlian Bio, Kanghua Bio, and Tiankang Bio, which rose by 9.71%, 8.60%, and 2.02% respectively [1][2] - The sector experienced a net outflow of 6.53 million yuan in capital, with seven stocks receiving net inflows, primarily led by Guoyao Modern, which saw a net inflow of 29.79 million yuan [2][3] - The top three stocks by net inflow ratio were Guoyao Modern at 17.35%, Kexing Pharmaceutical at 9.18%, and Luoniushan at 9.02% [3] Stock Performance - Guoyao Modern had a daily increase of 1.35% with a turnover rate of 1.14% and a net capital flow of 29.79 million yuan [3] - Kexing Pharmaceutical increased by 0.54% with a turnover rate of 2.79% and a net capital flow of 24.08 million yuan [3] - Luoniushan rose by 1.11% with a turnover rate of 2.44% and a net capital flow of 16.07 million yuan [3] Declining Stocks - Xianfeng Holdings, Biotech Shares, and Yongshun Bio were among the stocks with the largest declines, falling by 3.05%, 1.04%, and 0.60% respectively [1][4] - Other notable declines included Tian Kang Bio at 2.02% and Ruipu Bio at 0.56% [4]

| 601139 | 深圳燃 | 0.92 | 0.30 | 6.57 | 6.61 | 0.63 | | --- | --- | --- | --- | --- | --- | --- | | | 气 | | | | | | | 002813 | 路畅科 | 1.36 | 2.69 | 24.37 | 24.52 | 0.63 | | | 技 | | | | | | | 000966 | 长源电 | 0.66 | 0.71 | 4.58 | 4.60 | 0.45 | | | 力 | | | | | | | 601158 | 重庆水 | 0.43 | 0.12 | 4.70 | 4.72 | 0.35 | | | 务 | | | | | | | 000875 | 吉电股 | 1.35 | 0.84 | 5.24 | 5.25 | 0.25 | | | 份 | | | | | | | 002032 | 苏泊尔 | 0.21 | 0.08 | 51.32 | 51.39 | 0.14 | | 002157 | 正邦科 | 0.70 | 0.38 | 2.87 | 2.87 | 0.12 | | | 技 | | ...

Market Overview - The Shanghai Composite Index is at 3636.69 points, slightly down by 0.08%, with a total trading volume of 802.9 billion yuan [1] - 21 A-shares have surpassed their annual line today, with notable stocks showing significant deviation rates [1] Stocks with Significant Deviation Rates - *ST Yitong has a deviation rate of 2.59%, with a price increase of 4.74% and a turnover rate of 2.93% [1] - Landun Optoelectronics shows a deviation rate of 1.97%, with a price increase of 6.14% and a turnover rate of 10.07% [1] - Guodian Power has a deviation rate of 1.53%, with a price increase of 1.52% and a turnover rate of 0.48% [1] Stocks with Smaller Deviation Rates - Pumen Technology and Jinlang Technology have just crossed the annual line with minor deviation rates of 0.06% and 0.13% respectively [2] - Longi Green Energy has a deviation rate of 0.20%, with a price increase of 0.25% [2]

Group 1: Company Performance - SMIC reported Q2 revenue of $2.21 billion, a 16% year-over-year increase, but a 1.7% decrease quarter-over-quarter [1] - China Mobile achieved a net profit of 84.2 billion yuan in the first half of 2025, a 5% year-over-year increase, with a mid-term dividend of 2.75 HKD per share, up 5.8% [2] - Huahong Semiconductor's Q2 revenue was $566.1 million, an 18.3% year-over-year increase, with Q3 revenue guidance of $620 million to $640 million [3] Group 2: Business Operations and Developments - Chuangzhong Technology clarified that it does not engage in the production of liquid-cooled servers, only participating in testing platforms, with no revenue generated from this segment in H1 2025 [4] - Shuo Beid announced it has sent samples of liquid-cooled server plates to Taiwanese clients, but the ability to pass testing and achieve mass production remains uncertain [5] - Furi Electronics stated that its subsidiary provides JDM/OEM services for service robots, but this revenue accounts for less than 1% of the company's total revenue [6] Group 3: Industry Trends and Market Movements - Sales of new energy vehicles by Seres reached 44,581 units in July, reflecting a 5.7% year-over-year increase [7] - Longyuan Power completed a power generation of 6,328.76 MWh in July, marking a 2.44% year-over-year growth [8] - Jianglong Shipbuilding won a bid for the "Blue Granary" marine economic development project, indicating ongoing infrastructure investments [8]