证券代码：600513 证券简称：联环药业 公告编号：2025-042 江苏联环药业股份有限公司 投资者关系活动记录表 | | 特定对象调研 □分析师会议 | | --- | --- | | 投资者关系活动类 | □媒体采访 □业绩说明会 | | 别 | □新闻发布会 □路演活动 | | | 现场参观 | | | □其他 （请文字说明其他活动内容） | | | 江苏证券业协会、中信银行、中信建投证券、华宝证券、 | | 参与单位名称 | 毅达资本、湘禾投资、嘉植私募、君子兰资本、远方资 | | | 本、金投资产、翼品资产、深度视觉科技、扬州报业 | | 时间 2025 | 年 7 月 9 日 | | | 江苏省扬州市扬州生物健康产业园健康一路 9 号 3 楼第 | | 地点 | 八会议室 | | | 董事长兼董事会秘书：钱振华先生 | | | 董事兼总经理：牛犇博士 | | | 总工程师助理兼药物研究所所长：贾志祥先生 | | 上市公司接待人员 | | | 姓名 | 董事会办公室主任兼证券事务代表：葛楷先生 | | | 临床医学部经理：谭琼女士 | | | 药物研究所副所长：李家慧博士 | | | 为响应 ...

Core Viewpoint - The stock of Jiangsu Lianhuan Pharmaceutical Co., Ltd. experienced abnormal trading fluctuations, with a cumulative closing price increase exceeding 20% over three consecutive trading days, prompting the company to issue a notice regarding the situation [1][2]. Group 1: Stock Trading Abnormalities - The company's stock closed with a price increase deviation of over 20% on July 4, July 7, and July 8, 2025, which is classified as abnormal trading behavior according to the Shanghai Stock Exchange regulations [1]. - The board of directors confirmed that there are no undisclosed significant matters related to major asset restructuring, share issuance, or other major transactions that could affect stock trading [2]. Group 2: Company Operations and Market Conditions - The company conducted a self-examination and confirmed that its production and operations are normal, with no significant changes in the market environment or industry policies [1]. - There are no major events identified that could significantly impact the company's stock price, and no media reports or market rumors have been found that require clarification [2]. Group 3: Board of Directors' Statement - The board of directors affirmed that there are no undisclosed matters that should be reported according to the Shanghai Stock Exchange listing rules, and previous disclosures do not require correction or supplementation [2].

证券代码：600513 证券简称：联环药业 公告编号：2025—041 江苏联环药业股份有限公司 股票交易异常波动公告 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： 1、江苏联环药业股份有限公司（以下简称"公司"）股票于 2025 年 7 月 4 日、7 月 7 日、7 月 8 日连续三个交易日内收盘价格涨幅偏离值累计超过 20%， 根据《上海证券交易所交易规则》的有关规定，属于股票交易异常波动。 2、经公司自查并书面征询公司控股股东和实际控制人，截至本公告披露日， 控股股东及实际控制人不存在应披露而未披露的重大信息，包括但不限于重大资 产重组、股份发行、重大交易类事项、业务重组、股份回购、破产重整、重大业 务合作、引进战略投资者等重大事项。 一、股票交易异常波动的具体情况 公司股票于 2025 年 7 月 4 日、7 月 7 日、7 月 8 日连续三个交易日收盘价格 涨幅偏离值累计超过 20%，根据《上海证券交易所交易规则》的有关规定，属于 股票交易异常波动。 二、公司关注并核实的相关情况 针对公司股票交易异 ...

江苏联环药业集团有限公司 关于江苏联环药业股份有限公司股票交易 学常波动询证函的同复 江苏联环药业股份有限公司 ··· 《江苏联环药业股份有限公司关于公司股票交易异常 波动的询证函》收悉,经自查确认,现回复如下: 务重组、资产剥离、资产注入、股份回购、股权激励、引进 战略投资者等重大事项。 我公司在本次股票异常波动期间未买卖联环药业股票。 我公司亦将严格遵守《上海证券交易所交易规则》等相 关规定,依法履行信息披露义务。 特此回函。 江苏联 - 声 20 我公司作为江苏联环药业股份有限公司(以下简称"联 环药业")的控股股东,截至目前,除联环药业在指定媒体 已披露信息之外,我公司不存在影响联环药业股票价格异常 波动的重大事项:不存在应披露而未披露的重大信息,包括 但不限于重大资产重组、股份发行、上市公司收购、债务重 组、业务重组、资产剥离、资产注入、股份回购、股权激励、 引进战略投资者等重大事项。 同时,经与扬州市国有资产监督管理委员会(以下简称 "扬州市国资委")确认,截至目前,扬州市国资委作为联 环药业的实际控制人,除联环药业在指定媒体已披露信息之 外,扬州市国资委不存在影响联环药业股票价格异常波动的 重大 ...

Core Viewpoint - The company, Lianhuan Pharmaceutical, announced that its stock price has experienced significant fluctuations, but its operations remain normal with no undisclosed major issues [1] Group 1: Company Operations - Lianhuan Pharmaceutical confirmed that its production and operations are normal [1] - The company conducted a self-examination and consulted with its controlling shareholder and actual controller, finding no major adjustments in market environment or industry policies [1] - There are no undisclosed major information that needs to be reported [1] Group 2: Stock Performance - The company's stock price has deviated by more than 20% over three consecutive trading days, indicating abnormal trading fluctuations [1] Group 3: R&D Risks - The company highlighted the R&D risks associated with the LH-1801 project, including uncertainties in clinical data conclusions and significant uncertainties in the Phase III clinical trial and subsequent processes [1]

Core Viewpoint - Lianhuan Pharmaceutical (600513) announced an abnormal stock trading fluctuation, indicating significant uncertainty regarding the LH-1801 project, which is currently in the clinical trial phase and employs a non-inferiority design [1] Summary by Relevant Sections - **Project Status** - The LH-1801 project is still in the research and development stage and is not expected to have a significant impact on the company's revenue and operating performance in the foreseeable future [1] - **Clinical Trial Design** - The clinical trial for LH-1801 utilizes a non-inferiority design, which introduces major uncertainties regarding the achievement of its objectives [1] - **Market Implications** - There are multiple critical uncertainties from the success of the clinical trial to the eventual market launch and profitability of the LH-1801 project [1]

Market Overview - On July 8, A-shares opened mixed, with the Shanghai Composite Index up by 0.04%, while the Shenzhen Component and ChiNext indices were in the red. However, by the time of reporting, all three indices turned positive, with the ChiNext index rising over 1% [1][2]. Sector Performance - The morning session saw gains in sectors such as electronics, building materials, telecommunications, and computers, with PCB, CRO, and consumer electronics outsourcing stocks performing well. Conversely, public utilities and banking sectors showed weakness [2][3]. PCB Sector - PCB concept stocks continued to strengthen, with International Composite Materials and Yidong Electronics hitting the 20% daily limit up. Jin'an Guoji achieved a four-day consecutive rise, while Honghe Technology had four limit-up days in six days [8][9]. Pharmaceutical Sector - The pharmaceutical sector was notably strong, with CRO, innovative drugs, and weight-loss drug stocks collectively rising. Lianhuan Pharmaceutical achieved a consecutive limit-up, while companies like Weixin Kang, Hasan Lian, and Xiaofang Pharmaceutical also hit the limit-up. Toxin Pharmaceutical and Ruizhi Pharmaceutical saw increases exceeding 10% [4][5][6]. Notable Stock Movements - Fujilai (301258) surged to a limit-up of 20.01%, reaching a price of 39.28 CNY per share shortly after opening. Other notable stocks included Tuoxin Pharmaceutical and Ruizhi Pharmaceutical, which rose by 13.27% and 12.88%, respectively [5][6]. Regulatory Issues - Ruiskanda faced a trading halt due to a 9.95% drop, attributed to regulatory issues involving its chairman and director, who are under criminal coercive measures for alleged violations related to information disclosure. The company had previously faced administrative penalties from the CSRC [11][13].

Market Overview - On July 8, A-shares opened mixed, with the Shanghai Composite Index up by 0.04%, while the Shenzhen Component and ChiNext indices were in the red. However, by the time of reporting, all three indices turned positive, with the ChiNext index rising over 1% [1][2]. Sector Performance - The morning session saw gains in sectors such as electronics, building materials, telecommunications, and computers, with circuit board, CRO, and consumer electronics manufacturing stocks performing well. Conversely, public utilities and banking sectors showed weakness [2][3]. Pharmaceutical Sector - The pharmaceutical sector experienced a strong opening, with CRO, innovative drugs, and weight-loss drug stocks collectively rising. Notable stocks included Lianhuan Pharmaceutical, which achieved a two-day limit up, and several others like Weixin Kang and Ha Sanlian hitting the daily limit [7][8]. - Fujilai (301258) surged to a limit up of 20% to reach a price of 39.28 CNY per share shortly after the market opened [8][9]. PCB Sector - PCB (Printed Circuit Board) stocks continued to strengthen, with companies like International Composite Materials and Yidong Electronics hitting the daily limit. Jin'an Guoji achieved a four-day limit up, while Honghe Technology recorded four limit ups in six days [12][13]. - The demand for high-end PCBs is rapidly increasing due to AI computing needs, leading to a significant supply-demand gap in AI PCBs this year. ASIC chip growth is expected to be the main driver of incremental demand for high-end PCBs by 2026 [14][15]. Company-Specific News - Ruisi Kanda faced a trading halt with a limit down of 9.95% due to allegations of information disclosure violations, leading to criminal measures against its executives [17][20]. - ST Huaming also experienced a limit down of 20.03% following administrative penalties for false disclosures in its financial reports [20].

创新药概念反复走强 联环药业2连板 智通财经7月8日电，创新药概念反复走强，联环药业走出2连板，睿智医药、广生堂涨超10%，前沿生 物、赛升药业、北陆药业、亿帆医药、美迪西等多股涨超5%。中金公司研报称，长期看，中国创新药 在经历跟随创新沉淀后，已经进入渐进式创新时代，开始具备国际竞争力。同时，一二级融资的便利， 国际形势趋缓带来产业链CXO/科研上游等领域的衍生投资机会。 ...

资金面上看，两市主力资金全天净流出143.37亿元，今日有10个行业主力资金净流入，轻工制造行业主 力资金净流入规模居首，该行业今日上涨1.52%，全天净流入资金9.30亿元，其次是房地产行业，日涨 幅为1.68%，净流入资金为9.17亿元。 主力资金净流出的行业有21个，电子行业主力资金净流出规模居首，全天净流出资金44.75亿元，其次 是医药生物行业，净流出资金为34.30亿元，净流出资金较多的还有通信、计算机、机械设备等行业。 医药生物行业今日下跌0.97%，全天主力资金净流出34.30亿元，该行业所属的个股共474只，今日上涨 的有176只，涨停的有6只；下跌的有277只。以资金流向数据进行统计，该行业资金净流入的个股有171 只，其中，净流入资金超5000万元的有5只，净流入资金居首的是联环药业，今日净流入资金1.15亿 元，紧随其后的是宝莱特、联影医疗，净流入资金分别为8373.92万元、7667.30万元。医药生物行业资 金净流出个股中，资金净流出超亿元的有8只，净流出资金居前的有广生堂、长春高新、京新药业，净 流出资金分别为2.28亿元、1.51亿元、1.37亿元。（数据宝） 医药生物行业资金 ...