Core Insights - The event held on August 2 in Beijing aimed to connect high-level talents with quality enterprises, significantly enhancing the recruitment efforts for the city's sub-center development [1][16] - Nearly 50 key enterprises participated, offering over 600 quality job positions, showcasing the sub-center's strong appeal to high-end talent [1][3] Talent Attraction - The recruitment event attracted over 1,400 candidates, with nearly 1,000 attending in person, resulting in 500 preliminary employment intentions [3] - The talent pool was diverse, including 251 overseas returnees and 310 individuals with master's degrees or higher, indicating a high level of educational attainment [5] Industry Alignment - Popular sectors among candidates included finance, internet, AI, advertising, media, culture, and sports, aligning well with the sub-center's key industries [7] - Participating companies included major players such as Industrial and Commercial Bank of China, Mengniu Dairy, and China Three Gorges Corporation, reflecting a rich variety of industry representation [8] Event Experience - The event featured a high level of engagement, with candidates actively interacting with HR representatives, leading to a positive experience for job seekers [12][14] - Specialized service areas, such as career planning and policy consultation, attracted significant attention, with over 500 and 1,500 visits respectively [14] Future Initiatives - The event organizer plans to follow up on the employment status of interested candidates and introduce more workplace experiences and internship opportunities [16] - The local talent bureau aims to optimize employment services and maintain a consistent recruitment effort to support the sub-center's high-quality development [20]

Group 1: Investor Meeting Announcement - The company will hold a half-year performance briefing on August 13, 2025, from 10:00 to 11:00 AM [2][8] - Investors can submit questions from August 6 to August 12, 2025, via the Shanghai Stock Exchange Roadshow Center or the company's email [2][9] - The meeting will be conducted in an interactive online format, allowing for real-time communication with investors [3] Group 2: Attendance and Participation - Key personnel attending the meeting include the Chairman, General Manager, Independent Director, and other senior management [4] - Investors can participate in the meeting by logging into the Shanghai Stock Exchange Roadshow Center [6][7] - The meeting will be accessible online, and investors can view the main content afterward [10] Group 3: Share Buyback Progress - The company approved a share buyback plan on September 5, 2024, with a maximum price of RMB 62.76 per share and a total buyback fund between RMB 150 million and RMB 300 million [12] - As of July 31, 2025, the company has repurchased 3.540021 million shares, accounting for 0.5890% of the total share capital, with a total expenditure of approximately RMB 150.07 million [15] - The purpose of the buyback has been adjusted from employee stock ownership plans to reducing the company's registered capital [13]

Core Viewpoint - Ganli Pharmaceutical announced that it will not repurchase shares by July 2025 [2] Summary by Relevant Sections - Company Announcement - Ganli Pharmaceutical released a statement on August 1, indicating that it will not engage in share repurchases until July 2025 [2]

Core Viewpoint - Ganne Li Pharmaceutical announced that it will hold a semi-annual performance briefing on August 13, 2025, from 10:00 to 11:00 AM [2] Company Summary - The company is scheduled to present its half-year performance results for 2025 [2]

金融界消息 截至2025年8月1日收盘，甘李药业（603087）报收于60.99元，上涨5.34%，换手率5.14%， 成交量28.84万手，成交金额17.55亿元。 资金流向方面，今日主力资金净流入3409.28万元，占比成交额1.94%。其中，超大单净流入6145.27万 元、占成交额3.5%，大单净流出2736.00万元、占成交额1.56%，中单净流出流出3790.35万元、占成交 额2.16%，小单净流入381.07万元、占成交额0.22%。 天眼查商业履历信息显示，甘李药业股份有限公司，成立于1998年，位于北京市，是一家以从事医药制 造业为主的企业。企业注册资本60106.529万人民币，实缴资本60106.529万人民币。公司法定代表人为 陈伟。 通过天眼查大数据分析，甘李药业股份有限公司共对外投资了6家企业，参与招投标项目2427次，知识 产权方面有商标信息190条，专利信息103条，此外企业还拥有行政许可449个。 来源：金融界 甘李药业最新一期业绩显示，截至2025一季报，公司营业总收入9.85亿元、同比增长75.76%，归属净利 润3.12亿元，同比增长224.90%，扣非净利润2.15 ...

证券代码：603087 证券简称：甘李药业 公告编号：2025-056 甘李药业股份有限公司 关于召开 2025 年半年度业绩说明会的公告 重要内容提示： 公司将于 2025 年 8 月 8 日在上海证券交易所网站（www.sse.com.cn）披露 《2025 年半年度报告》。为便于广大投资者更全面深入地了解公司状况，公司决 定于 2025 年 8 月 13 日上午 10:00-11:00 举行 2025 年半年度业绩说明会，对公司 的经营业绩、公司战略等具体情况进行充分交流。 一、 说明会类型 本次投资者说明会以网络互动形式召开，公司将针对 2025 年半年度公司的 经营业绩、公司战略等具体情况与投资者进行互动交流和沟通，在信息披露允许 的范围内就投资者普遍关注的问题进行回答。 二、 说明会召开的时间、地点 会议召开时间：2025 年 8 月 13 日（星期三）上午 10:00-11:00 会议召开地点：上海证券交易所上证路演中心（网址：https://roadshow.sseinf o.com/） 会议召开方式：上证路演中心网络互动 投资者可于 2025 年 8 月 6 日（星期三）至 8 月 12 日 ...

格隆汇8月1日丨甘李药业(603087.SH)公布，截至2025年7月31日，公司已累计回购股份354.0021万股， 占公司总股本的比例为0.5890%，成交最高价为45.14元/股，成交最低价为37.65元/股，已支付的资金总 额约为人民币15,006.9654万元（不含交易费用）。 ...

证券代码：603087 证券简称：甘李药业 公告编号：2025-057 甘李药业股份有限公司 关于以集中竞价交易方式回购公司股份的进展公告 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。 | 回购方案首次披露日 | 2024/9/6 | | | | | --- | --- | --- | --- | --- | | 回购方案实施期限 | 年 月 月 2024 9 9 4 | 5 日~2025 | 年 | 日 | | 预计回购金额 | 15,000万元~30,000万元 | | | | | 回购用途 | √减少注册资本 | | | | | | □用于员工持股计划或股权激励 | | | | | | □用于转换公司可转债 | | | | | | □为维护公司价值及股东权益 | | | | | 累计已回购股数 | 354.0021万股 | | | | | 累计已回购股数占总股本比例 | 0.5890% | | | | | 累计已回购金额 | 15,006.9654万元 | | | | | 实际回购价格区间 | 37.65元/股~45. ...

Investment Rating - The report maintains a positive outlook on the pharmaceutical and biotechnology industry, emphasizing the transition from "Made in China" to "Created in China" for innovative drugs [10]. Core Insights - The report highlights that domestic innovative drugs are gaining global competitiveness and are currently in the first and second stages of international expansion, primarily through licensing agreements and partnerships [10][12]. - The report identifies key areas of focus for investment, including PD-(L)1 plus, ADCs, and GLP-1 drugs, which are expected to drive future growth and business development (BD) opportunities [10][51]. Summary by Sections Section 1: Transition from "Manufacturing" to "Innovation" - The policy reforms initiated in 2015 have stimulated a shift from generic to innovative drug development in China, with significant increases in R&D investment since 2018 [19][21]. - The number of First-in-Class (FIC) drugs developed in China has risen from 9 in 2015 to 120 in 2024, indicating a substantial increase in innovation [25][26]. Section 2: Continued BD Opportunities - PD-(L)1 plus is identified as a cornerstone for next-generation cancer treatments, with significant demand and potential for new products [51]. - The report notes that ADCs are transitioning towards more differentiated targets, focusing on unmet clinical needs, with promising candidates like PD-L1, DLL3, and EGFR [51]. - The GLP-1 market is experiencing rapid growth, with a focus on multi-target, oral, combination, and long-acting formulations [51]. Section 3: Investment Recommendations - For PD-(L)1 plus, companies such as Kangfang Biotech, Shansheng Pharmaceutical, and Junshi Biosciences are recommended for investment due to their strong pipelines [5]. - In the ADC space, companies like Fuhong Hanlin and Zai Lab are highlighted for their potential in addressing unmet clinical needs [5]. - In the GLP-1 sector, firms such as Borui Pharmaceutical and Zai Lab are noted for their promising developments [5].

Group 1 - The core viewpoint is that the innovative pharmaceutical ETF (560900) has shown significant growth in both scale and trading activity, indicating strong market interest in the sector [1][2] - As of July 31, the innovative pharmaceutical ETF (560900) experienced a scale increase of 28.2 million yuan over the past two weeks, with a notable weekly share increase of 15 million shares, ranking first among comparable funds [1] - The underlying index, the CSI Innovative Pharmaceutical Industry Index (931152), rose by 0.26%, with key constituent stocks such as Ganli Pharmaceutical (603087) and Yifan Pharmaceutical (002019) showing substantial price increases of 6.48% and 3.67% respectively [1][2] Group 2 - In terms of capital inflow, the innovative pharmaceutical ETF (560900) recorded net inflows for 4 out of the last 5 trading days, totaling 16.87 million yuan [2] - Ganli Pharmaceutical's stock price surged over 7% on August 1, following positive developments in its international expansion, including approvals for its winter insulin formulation in Argentina and Malaysia [2] - Ganli Pharmaceutical's half-year profit forecast indicates a net profit of 600 million to 640 million yuan, representing a year-on-year growth of 100.73% to 114.12%, driven by significant revenue increases and effective cost management [2] Group 3 - The innovative pharmaceutical ETF (560900) closely tracks the CSI Innovative Pharmaceutical Industry Index, which selects up to 50 representative listed companies involved in innovative drug research and development [3] - The rise of AI-driven technology is creating new investment opportunities, prompting firms like Morgan Asset Management to integrate their global technology investment products to help investors capitalize on these trends [3]