证券代码：600829 证券简称：人民同泰 编号：临 2025-034 哈药集团人民同泰医药股份有限公司 股票交易异常波动暨风险提示公告 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、股票交易异常波动的具体情况 哈药集团人民同泰医药股份有限公司（以下简称"公司"）股票 价格于 2025 年 11 月 14 日、11 月 17 日连续 2 个交易日内日收盘价 格涨幅偏离值累计达到 20%，根据上海证券交易所的有关规定，属于 股票交易异常波动情形。 二、公司关注并核实的相关情况 重要内容提示： 哈药集团人民同泰医药股份有限公司（以下简称"公司"）股 票价格于 2025 年 11 月 14 日、11 月 17 日连续 2 个交易日内日收盘 价格涨幅偏离值累计达到 20%，根据上海证券交易所的有关规定，属 于股票交易异常波动情形。经公司自查，并向公司控股股东哈药集团 股份有限公司、间接控股股东哈药集团有限公司询证，不存在应披露 而未披露的重大事项或重要信息。 公司股价涨幅已明显高于同期行业指数及上证指数。2025 年 11 月 ...

人民财讯11月17日电，6连板人民同泰（600829）11月17日披露股票交易异常波动暨风险提示公告称， 公司主营业务未发生重大变化，股价短期内连续上涨，已严重偏离基本面，存在市场情绪过热、非理性 炒作风险，随时存在快速下跌风险。公司当前股价涨幅与公司经营业绩、行业情况严重偏离，请投资者 关注公司业绩波动及估值偏高风险，勿受市场情绪过热影响，理性决策，审慎投资。 ...

Core Viewpoint - The stock of the company experienced significant abnormal fluctuations, with a cumulative increase of 20% over two consecutive days in November 2025, following a six-day trading limit increase totaling 77.21% [1] Financial Performance - For the first three quarters of 2025, the company's revenue reached 784,592.89 million, reflecting a year-on-year growth of 2.19% [1] - The net profit for the same period was 11,187.65 million, showing a year-on-year decline of 45.69% [1] Market Metrics - As of November 14, 2025, the company's rolling price-to-earnings ratio stood at 73.64, significantly higher than the industry average of 18.91 [1] - The stock exhibited high volatility in trading volume during the observed period [1]

Investment Rating - The report does not explicitly state an investment rating for the industry [2][19]. Core Views - The pharmaceutical and biotechnology sector saw a weekly increase of 3.29%, outperforming the Wind All A index (-0.47%) and the CSI 300 index (-1.08%) during the week of November 10-14, 2025 [3][8]. - Local governments are actively implementing policies to support innovative drug development, with Chongqing aiming to approve 1-3 new drugs annually by 2027 [3][13]. - Flu activity is on the rise, with the percentage of flu-like illness cases reported in southern provinces reaching 5.5%, higher than the previous week and the same period in 2022 and 2024 [3][13]. Market Weekly Review - The pharmaceutical and biotechnology sector increased by 3.29%, with all sub-sectors recovering. The leading sub-sectors included pharmaceutical distribution (5.92%), in vitro diagnostics (5.91%), and raw materials (5.09%) [3][8]. - Notable stock performances included Jindike (61.6%), Renmin Tongtai (61.1%), and Chengda Pharmaceutical (58.3%) with significant gains, while *ST Changyao (-33.6%) and Zhend Medical (-11.3%) faced substantial declines [3][11]. Industry News and Key Company Announcements - On November 14, Chongqing's government announced comprehensive support measures for innovative drug development, including funding for research and expedited ethical review processes [3][13]. - Merck announced a $9.2 billion acquisition of Cidara Therapeutics, expected to close in Q1 2026 [3][13]. - Adicon acquired Crown Bioscience for $204 million, aiming to enhance its integrated service platform [3][13]. - Laika Pharmaceuticals entered an exclusive licensing agreement with Qilu Pharmaceutical for LAE002, with potential payments totaling RMB 25.75 billion [3][14]. - Lyell Immunopharma announced a global licensing agreement for LYL273, with significant milestone payments and royalties [3][15]. - MeiraGTx Holdings entered a strategic collaboration with Eli Lilly for gene therapy projects, with upfront and milestone payments exceeding $400 million [3][15].

Market Overview - The pharmaceutical commercial sector experienced a decline of 1.62% on November 17, with Luyuan Pharmaceutical leading the drop [1] - The Shanghai Composite Index closed at 3972.03, down 0.46%, while the Shenzhen Component Index closed at 13202.0, down 0.11% [1] Stock Performance - Notable gainers included: - Renmin Tongtai (600829) with a closing price of 16.64, up 9.98% and a trading volume of 768,000 shares, totaling 1.276 billion yuan [1] - Other stocks in the sector showed mixed results, with several companies like Shanghai Pharmaceuticals (601607) and Guoyao Yizhi (000028) experiencing declines of 1.20% and 1.53% respectively [1] Capital Flow - The pharmaceutical commercial sector saw a net outflow of 875 million yuan from institutional investors, while retail investors contributed a net inflow of 674 million yuan [2] - The data indicates that retail investors were more active in the market compared to institutional investors during this period [2] Individual Stock Capital Flow - Key stocks with significant capital flow include: - Shuyuan Pingmin (301017) with a net inflow of 17.85 million yuan from institutional investors, while retail investors had a net outflow of 35.94 million yuan [3] - Nanjing Pharmaceutical (600713) had a net inflow of 17.30 million yuan from institutional investors, but also saw outflows from retail investors [3] - Guoyao Yizhi (000028) and Shanghai Pharmaceuticals (601607) also experienced mixed capital flows, with institutional inflows but retail outflows [3]

| 盈新发展 | 2 | 具身智能 | | --- | --- | --- | | 中水渔业 | 2 | 三田 | | *ST节能 | 2 | 储能 | | 华瓷股份 | 2 | 陶瓷 | | 嘉应制药 | 2 | 中药 | | 日上集团 | 2 | 机器人 | | 中富通 | 2 | 华为+Al智能体 | | 中一科技 | 2 | 固态电池 | | ST景谷 | 2 | 算力 | | 大东方 | 2 | 零售+医疗 | | 大有能源 | 2 | 煤炭 | | *ST华峡 | 2 | 风电 | | 和顺石油 | 2 | 半島体 | | 日出东方 | 2 | 光伏+储能 | 11月17日，Wind数据显示，A股市场共计100只个股涨停。其中锂电股孚日股份收获8连板，跨境电商板 块三木集团7连板。一图速览今日连板股>> 第□财经 | 跨境电商板块三木集团7连板。一图速览今日连板股>> | | 连板股 11.17 一板股股 11.17 | | | --- | --- | --- | | 股票名称 | 连板天数 | 所属概念 | | *ST正平 | 9 | 智算服务 | | 孚日股份 | 8 | 锂电池 | | *S ...

Core Viewpoint - The stock price of People's Tongtai has surged significantly despite the overall pharmaceutical sector's lackluster performance, raising concerns about irrational speculation and potential risks associated with the stock's rapid increase [1][3]. Group 1: Stock Performance - People's Tongtai's stock price has increased from 9.20 CNY per share on November 10 to 16.64 CNY per share on November 17, marking a cumulative increase of 77.21% and a total market capitalization of 9.6 billion CNY [1][3]. - The stock has experienced six consecutive trading days of price limits, with a total increase of 61.13% from November 10 to November 14, while the Shanghai Composite Index fell by 0.18% during the same period [3]. Group 2: Financial Performance - For the first three quarters of 2025, People's Tongtai reported a revenue of 7.846 billion CNY, a year-on-year increase of 2.19%, while the net profit attributable to shareholders was 112 million CNY, a decline of 45.69% [4][5]. - The company's net cash flow from operating activities showed a loss of 314 million CNY, a year-on-year decrease of 101.28%, indicating a significant divergence between stock price and financial performance [3][4]. Group 3: Market Sentiment and Speculation - The company acknowledged the risk of stock price volatility and the potential for irrational market behavior, urging investors to be cautious and consider the company's financial fundamentals [6]. - Analysts suggest that the recent stock price surge may be linked to the company's name, which some investors perceive as auspicious, leading to speculative trading behavior [5][6]. - The cumulative turnover rate during the stock's price limit period was below 10%, indicating concentrated holdings and suggesting that a small amount of capital could significantly influence the stock price [5].

据天眼查APP显示，哈药集团人民同泰医药股份有限公司成立于1994年02月19日，注册资本57988.8597 万人民币。（数据宝） （文章来源：证券时报网） 数据宝统计，截至10:09，人民同泰成交额10.36亿元，创上市以来新高。最新股价上涨9.98%，换手率 10.75%。上一交易日该股全天成交额为6.45亿元。 ...

人民同泰盘中涨停，已连收6个涨停板，截至9:26，该股报16.64元，换手率0.32%，成交量186.66万股， 成交金额3106.09万元，涨停板封单金额为2.13亿元。连续涨停期间，该股累计上涨77.21%，累计换手 率为16.08%。最新A股总市值达96.49亿元。 龙虎榜数据显示，该股因连续三个交易日内，涨幅偏离值累计达20%上榜龙虎榜2次，买卖居前营业部 中，营业部席位合计净买入6951.67万元。 据天眼查APP显示，哈药集团人民同泰医药股份有限公司成立于1994年02月19日，注册资本57988.8597 万人民币。（数据宝） 近日该股表现 | 日期 | 当日涨跌幅（%） | 换手率（%） | 主力资金净流入（万元） | | --- | --- | --- | --- | | 2025.11.14 | 10.04 | 7.37 | -12552.10 | | 2025.11.13 | 10.00 | 1.20 | 1466.61 | | 2025.11.12 | 10.04 | 0.82 | 2182.25 | | 2025.11.11 | 9.97 | 1.04 | 3579.93 | | 2 ...

（文章来源：每日经济新闻） 每经AI快讯，11月17日，人民同泰涨停走出6连板，6天累计涨幅达77.21%。 ...