（文章来源：每日经济新闻） 每经AI快讯，8月1日，午后中药板块持续逆势拉升，天目药业、华森制药涨停，生物谷一度触及30%涨 停，新光药业、大唐药业涨超10%，亚宝药业、沃华医药、陇神戎发、粤万年青等跟涨。 ...

Group 1 - The A-share traditional Chinese medicine sector is experiencing a significant upward trend, with companies like Tianmu Pharmaceutical and Huasen Pharmaceutical hitting the daily limit increase [1] - Biotech Valley reached a peak of 30cm limit increase, indicating strong market interest and investor confidence [1] - Other companies such as New Light Pharmaceutical and Datang Pharmaceutical saw increases of over 10%, reflecting a broader positive movement in the sector [1] Group 2 - Additional companies including Yabao Pharmaceutical, Wohua Pharmaceutical, Longshen Rongfa, and Guangdong Wannianqing also showed gains, contributing to the overall bullish sentiment in the traditional Chinese medicine market [1]

Market Overview - The Chinese medicine sector rose by 1.0% on July 29, with Foci Pharmaceutical leading the gains [1] - The Shanghai Composite Index closed at 3609.71, up 0.33%, while the Shenzhen Component Index closed at 11289.41, up 0.64% [1] Top Gainers in Chinese Medicine Sector - Foci Pharmaceutical (002644) closed at 10.69, up 9.98% with a trading volume of 841,300 shares and a turnover of 876 million yuan [1] - Zhongsheng Pharmaceutical (002317) also rose by 9.98% to 19.73, with a trading volume of 1,168,400 shares and a turnover of 2.26 billion yuan [1] - Other notable gainers include: - Zhendong Pharmaceutical (300158) up 6.66% to 7.69 [1] - Huasen Pharmaceutical (002907) up 6.50% to 18.51 [1] - Kangjia Pharmaceutical (600557) up 5.61% to 16.58 [1] Top Losers in Chinese Medicine Sector - Qidi Pharmaceutical (000590) fell by 2.65% to 12.13, with a trading volume of 134,500 shares and a turnover of 163 million yuan [2] - Zhenbaodao (603567) decreased by 2.21% to 12.40, with a trading volume of 182,700 shares and a turnover of 227 million yuan [2] - Other notable losers include: - Yunnan Baiyao (000538) down 1.20% to 55.82 [2] - Kangmei Pharmaceutical (600518) down 0.94% to 2.10 [2] Capital Flow Analysis - The Chinese medicine sector saw a net inflow of 798 million yuan from institutional investors, while retail investors experienced a net outflow of 625 million yuan [2][3] - Notable net inflows from institutional investors include: - Zhongsheng Pharmaceutical (002317) with a net inflow of 308 million yuan [3] - Zhendong Pharmaceutical (300158) with a net inflow of 96.32 million yuan [3] - Conversely, significant net outflows from retail investors were observed in: - Zhongsheng Pharmaceutical (002317) with a net outflow of 98.88 million yuan [3] - Zhendong Pharmaceutical (300158) with a net outflow of 65.62 million yuan [3]

Group 1: Stock Performance - Yiming Pharmaceutical achieved a 10.00% increase over two consecutive days, driven by developments in Tibet and medical technology [3] - Kantai Medical saw a first board listing with a 20.03% rise, attributed to medical device advancements [4] - Zhengchuan Co. also debuted on the first board with a 9.99% increase, linked to medicinal glass [3] - Yuheng Pharmaceutical and Tianmu Pharmaceutical both recorded first board listings with increases of 10.09% and 10.00% respectively, related to the pharmaceutical sector [3] Group 2: AI and Robotics - Zhi Zhen Technology and Zhongdian Xinlong both debuted on the first board with a 10.01% increase, associated with computing power and machine learning [6] - Hubei Broadcasting and Duolun Technology also saw first board listings with increases of 10.04% and 9.95%, driven by computing power and AI applications [7] - The M-Robots open-source project was announced, aiming to create a unified robot operating system [11] Group 3: Infrastructure and Energy - The announcement of a 1.2 trillion yuan investment in a super hydropower project has led to significant interest in related stocks [13][16] - Nanfang Road Machinery and Tuoshan Heavy Industry both achieved consecutive board listings with increases of 9.99% and 10.01%, linked to engineering machinery [15] Group 4: Tourism and Hospitality - The demand for various types of tourism, including educational and family trips, has surged, with national railways reporting 341 million passenger trips [18][19] - Sizhizang Tourism and Tianfu Cultural Tourism both recorded first board listings with increases of 9.99% and 10.04%, reflecting the growing tourism sector [20] Group 5: Market Trends - The stock market has shown a strong focus on sectors such as robotics, AI, and infrastructure, with multiple companies achieving significant stock price increases [22][23]

Group 1 - The A-share ophthalmology sector experienced a volatile rebound, with Tianmu Pharmaceutical hitting the daily limit up [1] - Other companies such as Xingqi Eye Medicine, Laimei Pharmaceutical, Nuo Silan De, and Daheng Technology also saw increases in their stock prices [1]

Group 1 - The company has increased its subsidiary Huangshan Tianmu Pharmaceutical's registered capital from 30 million to 80 million yuan, with an investment of 50 million yuan from its own funds [1] - The business scope of Huangshan Tianmu includes drug production and import/export, medical device sales, health food, and cosmetics, covering traditional Chinese medicine and health consumer products [1] - The company plans to invest approximately 100 million yuan to build new production facilities and optimize existing production lines, enhancing overall capacity and efficiency [1] Group 2 - Huangshan Tianmu has made progress in drug re-registration, obtaining approval for several products since May, including Compound Danshen Tablets and other traditional Chinese medicines [2] - The company is focusing on a dual strategy of "premium traditional Chinese medicine + health" to strengthen its market position in the health sector [2] - The company aims to innovate products and expand sales channels, including online and offline strategies, to meet consumer demand for health products [2] Group 3 - The company is collaborating with its subsidiaries and medical teams to enhance product development and market expansion in health products [3] - New product forms such as lozenges and soft capsules are being introduced to diversify the product portfolio and create new profit growth points [3] - The company emphasizes the importance of product quality control, brand building, and marketing strategies to meet the growing consumer demand for high-quality health products [3]

关于向子公司增资事项完成工商变更登记的公告 证券代码：600671 证券简称：天目药业 公告编号：临 2025-033 杭州天目山药业股份有限公司 重要内容提示： 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。 ? 本次仅涉及黄山市天目药业有限公司（以下简称"黄山天目"）注册资 本和企业类型变更。 类型：有限责任公司（非自然人投资或控股的法人独资） 法定代表人：李峰 注册资本：捌仟万圆整 成立日期：1997-10-28 杭州天目山药业股份有限公司（以下简称"公司"）于 2025 年 3 月 11 日在 上海证券交易所网站（www.sse.com.cn）披露的《关于向全资子公司黄山市天目 药业有限公司增资的公告》。公司拟以自有资金向全资子公司黄山天目增资人民 币 5,000 万元，增资完成后，黄山天目的注册资本将由 3,000 万元增至 8,000 万元，黄山天目仍为公司全资子公司。上述事项已经公司 2025 年第一次临时股 东大会审议通过。 近日，公司收到黄山天目通知，其完成了注册资本和企业类型工商变更登记 和章程备案登记手续 ...

证券代码：600671 证券简称：天目药业 公告编号：临 2025-033 杭州天目山药业股份有限公司 关于向子公司增资事项完成工商变更登记的公告 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。 类型：有限责任公司（非自然人投资或控股的法人独资） 法定代表人：李峰 注册资本：捌仟万圆整 成立日期：1997-10-28 重要内容提示： 本次仅涉及黄山市天目药业有限公司（以下简称"黄山天目"）注册资 本和企业类型变更。 杭州天目山药业股份有限公司（以下简称"公司"）于 2025 年 3 月 11 日在 上海证券交易所网站（www.sse.com.cn）披露的《关于向全资子公司黄山市天目 药业有限公司增资的公告》。公司拟以自有资金向全资子公司黄山天目增资人民 币 5,000 万元，增资完成后，黄山天目的注册资本将由 3,000 万元增至 8,000 万元，黄山天目仍为公司全资子公司。上述事项已经公司 2025 年第一次临时股 东大会审议通过。 近日，公司收到黄山天目通知，其完成了注册资本和企业类型工商变更登记 和章程备案登记手续，并 ...

杭州天目山药业股份有限公司 关于子公司收到药品再注册批准通知书的公告 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。 杭州天目山药业股份有限公司（以下简称"公司"）获悉，公司下属子公司 黄山市天目药业有限公司（以下简称"黄山天目"）和黄山天目薄荷药业有限公 司（以下简称"天目薄荷"）于近日收到安徽省药品监督管理局核准签发的《药 品再注册批准通知书》。现将相关情况公告如下： 证券代码：600671 证券简称：天目药业 公告编号：临 2025-032 | 10 | 桑菊 | 黄山 | 片剂 | 每片重 | 国药准字 | 中药 | 《中国药典》 | 2025R066163 | 至 | 2030 年 | 疏风清热，宣肺止咳。用于 风热感冒初起，头痛，咳嗽， | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | | 感冒片 | 天目 | | 0.6g | Z34020318 | | 2020 年版一部 | | 07 月 | 15 日 | ...

Core Viewpoint - Tianmu Pharmaceutical (600671) has received approval for multiple drug re-registrations from the Anhui Provincial Drug Administration, which is expected to positively impact the company's production, sales, and promotion efforts [1] Group 1: Drug Approvals - The approved drugs include: - Bu Shen Qiang Shen Pian (补肾强身片) - Chuan Xin Lian Jiao Nang (穿心莲胶囊) - Gan Mao Qing Pian (感冒清片) - Gan Mao Tui Re Ke Li (感冒退热颗粒) - Hou Tou Jun Pian (猴头菌片) - Jin Gu Cao Pian (筋骨草片) - Ling Qiao Jie Du Pian (羚翘解毒片) - Ling Yang Gan Mao Pian (羚羊感冒片) - Nao De Sheng Pian (脑得生片) - Sang Ju Gan Mao Pian (桑菊感冒片) - Shou Wu Yan Shou Pian (首乌延寿片) - Yang Xue An Shen Pian (养血安神片) [1] Group 2: Approval Validity and Application - The approval notification is valid until 2030 and is applicable for conditions such as lower back pain, dizziness, and tinnitus [1]