Key Points - Tibet Tourism may apply for suspension of trading if significant abnormalities occur in stock transactions [1] - Southern Road Machinery's stock price has deviated from its fundamental situation [1] - Industrial Fulian's major customers and products have not undergone significant changes [1] - Yingweike has established a relatively complete liquid cooling technology and product solution capability [1] - Victory Energy's operational situation remains normal with no significant changes in the internal and external business environment [1] - Qizheng Tibetan Medicine's operational situation is normal with no significant changes in the internal and external business environment [1] - Dongxin Co. states that its investment in Shanghai Lishuan's chip products is not applicable for large model computing clusters [1] - Guosheng Co. has obtained project filing related to PEEK from its wholly-owned subsidiary [1] - Action Education's actual controller proposed a mid-term dividend of 10 yuan per 10 shares [1] Mergers and Acquisitions - Darui Electronics plans to acquire 80% of Weiste's equity through capital increase and share acquisition [1] - Dashengda intends to acquire 30% equity of Thailand's Far East [1] Financing - Aoshikang plans to issue convertible bonds not exceeding 1 billion yuan for high-end printed circuit board projects [1] - Sixuan New Materials intends to raise no more than 466 million yuan through a private placement [1] - Changhua Chemical plans to raise no more than 230 million yuan for a carbon dioxide polyether project [1] Share Buybacks and Reductions - Fuanna plans to repurchase shares worth between 55.85 million and 104 million yuan [1] - Jiangnan Yifan's board member intends to increase his stake in the company [1] - Jieya Co. and its concerted parties plan to reduce their holdings by no more than 4.95% [1] - Other companies including Tongda Co., Haohan Deep, and Wanhu Chemical also plan to reduce their holdings [1] Operational Data - Sinopec expects a net profit decline of 39.5% to 43.7% year-on-year for the first half of the year [1] - Qingdao Bank reported a net profit of 3.065 billion yuan for the first half, up 16.05% year-on-year [1] - Daodaquan's net profit increased by 563.15% year-on-year, proposing a dividend of 1.76 yuan per 10 shares [1] - Zhengdan Co. reported a net profit increase of 120.35% year-on-year, proposing a dividend of 3 yuan per 10 shares [1] - Other companies reported varying profit changes, including losses and significant increases [1] Contracts and Major Investments - Sanhui Electric signed a framework contract for robot equipment sales [1] - Zhejiang University Network New's subsidiary won a smart engineering project worth 94.2712 million yuan [1] - New Aluminum Times plans to invest no less than 500 million yuan in a project for lightweight, high-strength auto parts [1] - Zhishang Technology will use part of its raised funds for a smart manufacturing production base in Vietnam [1]

Core Viewpoint - The company has received a drug registration certificate for a new generic medication, indicating successful compliance with quality and efficacy standards [1] Group 1 - The company, Shandong Lukang Pharmaceutical Group Set Co., Ltd., a subsidiary of Lukang Pharmaceutical, has been granted a drug registration certificate by the National Medical Products Administration for sildenafil hydrochloride tablets [1] - The drug is classified as a generic medication under the new registration category 4, which signifies that it has passed the consistency evaluation of quality and efficacy for generic drugs [1]

鲁抗医药（SH 600789，收盘价：10.5元）7月31日晚间发布公告称，近日，山东鲁抗医药股份有限公司 控股子公司山东鲁抗医药集团赛特有限责任公司收到国家药品监督管理局颁发的关于盐酸伐地那非片的 《药品注册证书》，该药品是按照新注册分类4类获批的仿制药，视为通过仿制药质量和疗效一致性评 价。 2024年1至12月份，鲁抗医药的营业收入构成为：人用抗生素占比54.29%，兽用抗生素占比39.72%，其 他占比4.89%，其他业务占比1.1%。 （文章来源：每日经济新闻） ...

Core Viewpoint - The company, LuKang Pharmaceutical (600789.SH), announced that its subsidiary, Shandong LuKang Pharmaceutical Group Saiter Co., Ltd., has received a drug registration certificate from the National Medical Products Administration for Vardenafil Hydrochloride Tablets, marking it as a generic drug approved under the new registration category 4, which has passed the consistency evaluation of quality and efficacy for generic drugs [1]. Group 1 - The drug Vardenafil Hydrochloride Tablets is a phosphodiesterase inhibitor that enhances the natural response to sexual stimulation by increasing blood flow to the penis, thus treating erectile dysfunction in men [1]. - The approval of this drug is significant as it indicates the company's capability to develop and market generic drugs that meet regulatory standards [1]. - The registration certificate number for the drug is 2025S02296, highlighting the formal recognition by the regulatory authority [1].

Core Viewpoint - The company, Lu Kang Pharmaceutical (600789.SH), announced that its subsidiary, Shandong Lukang Pharmaceutical Group Saiter Co., Ltd., received a drug registration certificate from the National Medical Products Administration for Vardenafil Hydrochloride Tablets, marking it as a generic drug approved under the new registration category 4, which is considered to have passed the consistency evaluation of quality and efficacy for generic drugs [1]. Group 1 - The drug Vardenafil Hydrochloride Tablets is a phosphodiesterase inhibitor used for the treatment of male erectile dysfunction [1]. - The mechanism of action involves inhibiting phosphodiesterase type 5 (PDE5) in the corpus cavernosum, which increases the release of endogenous nitric oxide under sexual stimulation, leading to relaxation of smooth muscle and increased blood flow to the penis [1]. - The approval of this drug is significant as it enhances the company's product portfolio in the erectile dysfunction treatment market [1].

证券代码：600789 证券简称：鲁抗医药 公告编号：2025-034 注册分类：化学药品 4 类 山东鲁抗医药股份有限公司 关于控股子公司获得药品注册证书的公告 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。 近日，山东鲁抗医药股份有限公司（以下简称"公司"）控股子公司山东鲁 抗医药集团赛特有限责任公司（以下简称"赛特公司"）收到国家药品监督管理 局颁发的关于盐酸伐地那非片（以下简称"该药品"）的《药品注册证书》（批 件号：2025S02296），该药品是按照新注册分类 4 类获批的仿制药，视为通过仿 制药质量和疗效一致性评价。现将相关情况公告如下： 一、药品证书基本信息 药品名称： 盐酸伐地那非片 剂型： 片剂 规格：20mg（按 C₂₃H₃₂N6O₄S 计） 原药品批准文号：国药准字 H20254953 药品注册标准编号：YBH17022025 生产企业：山东鲁抗医药集团赛特有限责任公司 审批结论：根据《中华人民共和国药品管理法》及有关规定，经审查，本品 符合药品注册的有关要求，批准注册，发给药品注册证书。质量标准、说明 ...

Core Viewpoint - The company, Lu Kang Pharmaceutical, announced that its subsidiary, Sait Company, received a drug registration certificate from the National Medical Products Administration for a generic drug, Vardenafil Hydrochloride Tablets, which is approved as a Class 4 new registration and is considered to have passed the consistency evaluation of quality and efficacy for generic drugs [1] Group 1 - The drug is indicated for the treatment of male erectile dysfunction [1]

格隆汇7月31日丨鲁抗医药(600789.SH)公布，公司控股子公司山东鲁抗医药集团赛特有限责任公司（简 称"赛特公司"）收到国家药品监督管理局颁发的关于盐酸伐地那非片（简称"该药品"）的《药品注册证 书》（批件号：2025S02296），该药品是按照新注册分类4类获批的仿制药，视为通过仿制药质量和疗 效一致性评价。 盐酸伐地那非片是一种磷酸二酯酶抑制剂药物，伐地那非通过抑制人体阴茎海绵体内降解环鸟苷酸 （cGMP）的磷酸二酯酶5型（PDE5），增加性刺激作用下海绵体局部内源性的一氧化氮的释放，使得 平滑肌松弛，增加人体阴茎海绵体血流，从而增强性刺激的自然反应。本品适用于治疗男性阴茎勃起功 能障碍。 ...

Group 1 - The core viewpoint of the news is that Shandong Lukang Pharmaceutical Co., Ltd. has shown a mixed financial performance in the latest quarter, with a decline in total revenue but an increase in net profit [1] - As of July 30, 2025, the company's stock price closed at 10.59 yuan, down 1.3%, with a turnover rate of 7.03% and a trading volume of 631,900 hands, amounting to 672 million yuan [1] - The company's latest quarterly report indicates total operating revenue of 1.674 billion yuan, a year-on-year decrease of 6.95%, while net profit attributable to shareholders reached 78.5976 million yuan, a year-on-year increase of 16.77% [1] Group 2 - The company has a current ratio of 1.279, a quick ratio of 0.862, and a debt-to-asset ratio of 54.65% [1] - Shandong Lukang Pharmaceutical has made investments in 17 enterprises and participated in 5,000 bidding projects, showcasing its active engagement in the market [2] - The company holds 187 trademark registrations and 240 patents, along with 313 administrative licenses, indicating a strong intellectual property portfolio [2]

Market Overview - The Shanghai Composite Index rose by 0.12% on July 28, with 15 sectors experiencing gains, led by defense and non-bank financials, which increased by 1.86% and 1.51% respectively. The pharmaceutical and biological sector ranked third in terms of gains [1] - Conversely, the coal and steel sectors saw declines of 2.60% and 1.41% respectively [1] Fund Flow Analysis - The main funds in the two markets experienced a net outflow of 18.575 billion yuan, with 8 sectors seeing net inflows. The electronics sector led with a net inflow of 3.655 billion yuan and a daily increase of 1.10%, followed by the communications sector with a net inflow of 2.848 billion yuan and a daily increase of 1.24% [1] - In contrast, 23 sectors faced net outflows, with the computer sector leading at a net outflow of 6.892 billion yuan, followed by the non-ferrous metals sector with a net outflow of 3.254 billion yuan [1] Pharmaceutical and Biological Sector Performance - The pharmaceutical and biological sector increased by 1.47% with a net inflow of 314 million yuan. Out of 474 stocks in this sector, 265 rose, 9 hit the daily limit up, while 191 fell, with 2 hitting the daily limit down [2] - Notably, 178 stocks in this sector experienced net inflows, with 8 stocks seeing inflows exceeding 100 million yuan. The top stock for net inflow was Heng Rui Medicine, with an inflow of 1.256 billion yuan, followed by Lu Kang Medicine and Zhong Sheng Pharmaceutical with inflows of 181 million yuan and 169 million yuan respectively [2] Top Gainers in Pharmaceutical Sector - The top gainers in the pharmaceutical sector included: - Heng Rui Medicine: +10.00% with a turnover rate of 2.56% and a main fund flow of 1.255 billion yuan - Lu Kang Medicine: +4.30% with a turnover rate of 15.05% and a main fund flow of 181 million yuan - Zhong Sheng Pharmaceutical: +7.88% with a turnover rate of 11.59% and a main fund flow of 169 million yuan [3] Top Losers in Pharmaceutical Sector - The top losers in the pharmaceutical sector included: - Changshan Pharmaceutical: -0.28% with a main fund outflow of 122.818 million yuan - Shenzhou Cell: -1.14% with a main fund outflow of 102.235 million yuan - WuXi AppTec: +3.08% with a main fund outflow of 94.187 million yuan [4]