Core Insights - The Shanghai Composite Index rose by 0.43% on June 3, with 20 out of 28 sectors experiencing gains, particularly in the beauty care and textile sectors, which increased by 3.86% and 2.53% respectively [1] - The pharmaceutical and biotechnology sector saw a rise of 1.78%, with a net inflow of 9.17 billion yuan in capital [1] - Among the 475 stocks in the pharmaceutical sector, 416 stocks increased, with 14 hitting the daily limit up, while 54 stocks declined [1] Capital Flow Analysis - The pharmaceutical sector had 221 stocks with net capital inflows, with 6 stocks receiving over 100 million yuan in net inflows. Leading the inflow was Huahai Pharmaceutical with 266.1 million yuan, followed by Qianhong Pharmaceutical and Hehua Co., which received 201.5 million yuan and 168 million yuan respectively [1] - The outflow list included 6 stocks with net outflows exceeding 50 million yuan, with the highest outflows from Ruizhi Pharmaceutical, Hengrui Medicine, and Mindray Medical, which saw outflows of 237 million yuan, 110 million yuan, and 109 million yuan respectively [2] Pharmaceutical Sector Performance - The top gainers in the pharmaceutical sector included: - Huahai Pharmaceutical: +7.63%, turnover rate 7.71%, capital flow 266.1 million yuan - Qianhong Pharmaceutical: +10.05%, turnover rate 17.02%, capital flow 201.5 million yuan - Hehua Co.: +9.95%, turnover rate 18.47%, capital flow 167.7 million yuan [1] - The top decliners included: - Ruizhi Pharmaceutical: -13.15%, turnover rate 34.15%, capital flow -236.7 million yuan - Hengrui Medicine: -0.26%, turnover rate 0.68%, capital flow -109.7 million yuan - Mindray Medical: -3.02%, turnover rate 0.58%, capital flow -108.9 million yuan [2] ETF Insights - The Hang Seng Medical ETF, which tracks the Hang Seng Hong Kong-listed biotechnology index, experienced a 5-day increase of 3.59% with a net inflow of 9.86 million yuan [5]

Core Viewpoint - The cell immunotherapy sector has shown significant growth, with a 3.87% increase, ranking second among concept sectors, driven by strong performances from several stocks [1][2]. Group 1: Sector Performance - As of June 3, the cell immunotherapy concept saw 51 stocks rise, with notable gainers including Shutaishen and Guanhao Biological, both reaching a 20% limit up [1]. - Other top performers in the sector included Hainan Haiyao, Rui Zhi Pharmaceutical, and Zuo Li Pharmaceutical, with increases of 9.97%, 13.15%, and 10.66% respectively [1][2]. - Conversely, stocks like Xue Rong Biological, *ST Biological, and Fosun Pharmaceutical experienced declines of 1.76%, 1.14%, and 0.39% respectively [1]. Group 2: Capital Flow - The cell immunotherapy sector attracted a net inflow of 269 million yuan, with 34 stocks receiving significant capital inflows [2]. - Leading the net inflow was Huahai Pharmaceutical, which saw 266 million yuan enter, followed by Guanhao Biological and Hainan Haiyao with inflows of 159 million yuan and 64.85 million yuan respectively [2][3]. - The highest net inflow ratios were recorded for ST Zhongzhu, Hainan Haiyao, and Huahai Pharmaceutical, at 15.16%, 13.79%, and 12.53% respectively [3]. Group 3: Stock Specifics - Huahai Pharmaceutical had a daily increase of 7.63% with a turnover rate of 7.71% and a net capital flow of 266.08 million yuan [3]. - Guanhao Biological surged by 19.97% with a turnover rate of 28.68% and a net capital flow of 159.24 million yuan [3]. - Hainan Haiyao also performed well, increasing by 9.97% with a turnover rate of 6.18% and a net capital flow of 64.85 million yuan [3].

截至6月3日收盘，创新药概念上涨3.38%，位居概念板块涨幅第7，板块内，173股上涨，华纳药厂、舒 泰神、冠昊生物等20%涨停，万邦德、千红制药、昂利康等涨停，诺思兰德、科兴制药、海特生物等涨 幅居前，分别上涨18.82%、14.97%、13.18%。跌幅居前的有*ST苏吴、海创药业、百利天恒等，分别下 跌4.78%、3.73%、2.87%。 今日涨跌幅居前的概念板块 | 概念 | 今日涨跌幅（%） | 概念 | 今日涨跌幅（%） | | --- | --- | --- | --- | | 中韩自贸区 | 4.23 | 特钢概念 | -0.93 | | 细胞免疫治疗 | 3.87 | 医疗废物处理 | -0.51 | | 重组蛋白 | 3.64 | 果指数 | -0.41 | | 足球概念 | 3.56 | 无线充电 | -0.39 | | 毛发医疗 | 3.51 | 光热发电 | -0.33 | | CRO概念 | 3.41 | 深圳国企改革 | -0.24 | | 创新药 | 3.38 | F5G概念 | -0.23 | | 培育钻石 | 3.11 | 租售同权 | -0.22 | | 仿制药一致性评价 ...

Core Viewpoint - The generic drug consistency evaluation concept has seen a notable increase in stock prices, with a rise of 3.08%, ranking it as the 9th highest among concept sectors as of June 3 [1][2]. Group 1: Stock Performance - Within the generic drug consistency evaluation sector, 116 stocks experienced gains, with notable performers including Huana Pharmaceutical and Beilu Pharmaceutical, both reaching a 20% limit up [1]. - Other significant gainers included Wantong Pharmaceutical (10.06%), Qianhong Pharmaceutical (10.05%), and Anglikang (10.03%) [3][6]. - Conversely, stocks such as *ST Suwu, Borui Pharmaceutical, and Haishike saw declines of 4.78%, 2.48%, and 2.18% respectively [1][9]. Group 2: Capital Inflow - The generic drug consistency evaluation sector attracted a net inflow of 584 million yuan, with 58 stocks receiving capital inflow, and 5 stocks exceeding 50 million yuan in net inflow [2]. - Leading the net inflow was Huahai Pharmaceutical with 266 million yuan, followed by Qianhong Pharmaceutical (201 million yuan) and Beilu Pharmaceutical (104 million yuan) [2][3]. Group 3: Capital Flow Ratios - Stocks such as Anglikang, Wantong Pharmaceutical, and Beilu Pharmaceutical had the highest net inflow ratios at 23.94%, 22.75%, and 15.95% respectively [3]. - Huahai Pharmaceutical recorded a daily turnover rate of 7.71% with a net inflow ratio of 12.53% [3].

Group 1 - The A-share market opened positively in June, with the Shanghai Composite Index closing at 3361.98 points, up 0.43% [1] - The A500 Index ETF (159351) experienced a slight decline of 0.31% during the day but saw a net subscription of 45 million units [1] - The A500 Index ETF recorded a total trading volume of 2.79 billion yuan, ranking second among similar products in the market and first in the Shenzhen market, with a turnover rate of 18.93% [1] Group 2 - In May, the National Press and Publication Administration approved 130 domestic and 14 imported online games, totaling 144 approvals, setting a new monthly record in nearly two years [1] - Major gaming industry stocks surged following the news, with Changyou Technology rising over 14%, Giant Network nearly 7%, and Perfect World over 5% [1] - Pharmaceutical stocks also maintained strong performance, with Huahai Pharmaceutical and Betta Pharmaceuticals both increasing over 7% [1] Group 3 - Short-term market dynamics are influenced by a mix of internal and external factors, but policy support, profit recovery, and the attractiveness of RMB assets provide a foundation for stability [1] - Investment strategies are recommended to focus on "core assets as a shield and technology growth as a spear," while paying attention to policy implementation and industry catalysts in June [1] Group 4 - The A500 Index ETF (159351) tracks the CSI A500 Index, consisting of 500 stocks with large market capitalization and good liquidity, providing a tool for investors to access representative A-share companies [2] - Investors can also consider the A500 Index ETF linked funds (Class A 022453; Class C 022454) to capitalize on the upward potential of quality core assets [2]

华创证券表示，创新药重磅BD不断，未来潜力管线丰富，掘金海外市场。展望2025年，我们认为医药 板块已经具备多方面的积极发展因素，基本完成了新旧增长动能转换（创新+出海能力提升）。具体配 置方面，建议关注创新药械（业绩/创新拐点的Pharma以及临床阶段的高价值资产）、出海（CXO及科 研上游、供应链、医疗器械及高端生物药和制剂）、国产创新（医疗设备和高值耗材）、老龄化及院外 消费（家用器械、中药等）、高壁垒行业（血制品、麻药）、AI医疗，同时建议积极关注估值较低有 望修复的优质标的。 国金证券发布研报称，国家药监局批准11款全新创新药的上市申请，另外还有2款创新药拟纳入优先审 评，新品种密集获批有望赶上今年医保谈判放量，为相关企业业绩增长提供助力。同时政策端对创新药 的支持持续，叠加海外授权重磅交易不断落地，创新药景气度有望持续。当前环境下，建议重点关注仿 创药板块重估机会。同时，后期可能的国家医保谈判和集采进程也是投资把握的重要节点。 6月3日，A股、港股开盘后震荡上涨，医药板块走高，创新药概念再度走强。相关ETF方面，创新药 ETF天弘（517380）截至发稿涨0.80%，盘中交投活跃。成分股超八成飘红 ...

Group 1 - The A-share chemical pharmaceutical sector experienced a significant rise at the beginning of trading, with Hainan Haiyao and Huahai Pharmaceutical both hitting the daily limit up [1] - Tianyu Co., Ltd. saw an increase of over 10%, indicating strong market interest [1] - Other companies such as Jincheng Pharmaceutical, Saito Biological, Microchip Biotech, Lukang Pharmaceutical, and Nawei Technology also experienced gains, reflecting a broader positive trend in the sector [1]

Group 1 - The chemical pharmaceutical sector experienced a short-term surge, with Hainan Haiyao (000566) and Huahai Pharmaceutical (600521) hitting the daily limit up, indicating strong market interest [1] - Tianyu Co., Ltd. (300702) saw an increase of over 10%, reflecting positive investor sentiment in the sector [1] - Other companies such as Jincheng Pharmaceutical (300233), Saito Biological (300583), Weichip Bio, Luyuan Pharmaceutical (600789), and Nawei Technology also experienced gains, suggesting a broader rally in the industry [1]

债券代码：110076 债券简称：华海转债 浙江华海药业股份有限公司 关于股东部分股份解除质押及再质押的公告 登录新浪财经APP 搜索【信披】查看更多考评等级 证券代码：600521 证券简称：华海药业 公告编号：临2025-069号 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个别及连带责任。 重要内容提示: ● 浙江华海药业股份有限公司（以下简称"公司"）5%以上股东周明华先生持 有公司股份总数为224,418,890股，占公司总股本的比例为14.88%。本次部分股份解除质押及再质押完 成后，周明华先生处于质押状态的股份累计数为78,980,000股，占其所持公司股份总数的35.19%，占公 司总股本的比例为5.24%。 ■ 公司于近日收到公司5%以上股东周明华先生关于其部分股份解除质押及再质押的通知，现将具体情况 公告如下： 一、本次股份解除质押情况 周明华先生于2024年6月18日将其持有的1,700万股公司股份质押给上海农村商业银行股份有限公司浦东 分行。具体内容详见公司于2024年6月20日刊登在中国证券报、上海证券报、证 ...

公司于近日收到公司 5%以上股东周明华先生关于其部分股份解除质押及再 质押的通知，现将具体情况公告如下： 一、本次股份解除质押情况 证券代码：600521 证券简称：华海药业 公告编号：临 2025-069 号 债券代码：110076 债券简称：华海转债 浙江华海药业股份有限公司 关于股东部分股份解除质押及再质押的公告 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个别及连带责任。 重要内容提示: 浙江华海药业股份有限公司（以下简称"公司"）5%以上股东周明华先生持 有公司股份总数为 224,418,890 股，占公司总股本的比例为 14.88%。本次部分股 份解除质押及再质押完成后，周明华先生处于质押状态的股份累计数为 78,980,000 股，占其所持公司股份总数的 35.19%，占公司总股本的比例为 5.24%。 周明华先生于 2024 年 6 月 18 日将其持有的 1,700 万股公司股份质押给上海 农村商业银行股份有限公司浦东分行。具体内容详见公司于 2024 年 6 月 20 日刊 登在中国证券报、上海证券报、证券时报、证 ...