9月24日早盘，制药板块强势反弹，场内唯一药ETF（562050）持续走高上涨1.72%。 药ETF（562050）被动跟踪中证制药指数，该指数前十大权重股分别为恒瑞医药、片仔癀、云南白药、 科伦药业、华东医药、新和成、复星医药、长春高新、百济神州、博瑞医药。 | | | 医药板块怎么投? | | | --- | --- | --- | --- | | 投什么 | 只投创新药! | 投制药龙头! | 投医疗龙头! | | 选什么 | 港股通创新药ETF (520880) | 药ETF (562050) | 医疗ETF (512170) | | | 场外联接基金:025221 | 场外联接基金:024986 | 场外联接基金:012323 | | 最大特点 | 100%创新药研发!港股高弹性,t+0 | 全市场唯一品种* | 规模265亿元,全市场最大 | | 度层资产 | 100%创新药研发类公司 | 重仓创新药,兼顾中药 | 医疗器械+医疗服务(CXO) | | 有无CXO | 无CXO | 无CXO | 有CXO(权重占比25%) | | 庞份股构成 | 全部港股 | 全部A股 | 全部A股 | | | ...

Group 1 - The A-share pharmaceutical sector showed recovery with significant gains in innovative drugs and traditional Chinese medicine, highlighted by Ganli Pharmaceutical's strong performance and a supply agreement worth no less than 3 billion yuan with a Brazilian company [1] - The largest medical ETF in A-shares saw a rebound, with notable increases in CXO concept stocks and medical consumables, indicating a recovery in the medical sector [3] - The Hong Kong stock market displayed mixed performance in innovative drugs, with some leading stocks rising while others fell, reflecting a volatile market environment [5] Group 2 - The fund manager of the Hong Kong Innovation Drug ETF expressed optimism about the CXO sector and the potential for a mid-term rotation towards large-cap blue-chip companies, while cautioning about the performance of small-cap companies [6] - The medical ETF market is dominated by the medical ETF (512170) with a scale of 26.5 billion yuan, making it the largest in the sector, while the drug ETF is the only one tracking the CSI Pharmaceutical Index [8] - The Hong Kong Innovation Drug ETF is designed to passively track the Hang Seng Hong Kong Innovation Drug Select Index, which has shown negative annual returns since its inception, indicating potential challenges ahead [9]

北京商报讯（记者 丁宁）9月24日，甘李药业（603087）开盘涨停，报涨停价79.34元/股，涨幅为 10%。 消息面上，甘李药业发布公告称，公司与Fundação Oswaldo Cruz-Bio-Manguinhos以及 BIOMM S.A.就巴 西生产开发伙伴关系计划项目签订了《技术转移与供应协议》。同时，公司与BIOMM签订了《供应框 架协议》（美元合同），后者总金额预计不低于30亿元（含税），最终以实际订单金额为准。 ...

甘李药业一字涨停，公司签订30亿元框架协议。 ...

Market Overview - The market is expected to maintain a range-bound movement between 3700 and 3900 in the short term [1][16] - Major U.S. stock indices experienced a collective decline, with the Dow Jones down 0.19%, S&P 500 down 0.55%, and Nasdaq down 0.95% [4][3] - Large tech stocks faced pressure, with notable declines in Amazon (down 3.04%), Nvidia (down 2.82%), and Tesla (down 1.93%) [4] Economic Indicators - The preliminary Purchasing Managers' Index (PMI) for the U.S. showed a slowdown in both manufacturing and services, with the manufacturing PMI at 52.0, down from 53.0 in August [4] - The OECD projected a global economic growth rate of 3.2% for 2025, an increase of 0.3 percentage points from its June forecast [7] Corporate Actions - Lakala announced that Legend Holdings reduced its stake by 807.81 million shares, bringing its holding to 23.97% [11] - Xinhuajin is at risk of being subject to other risk warnings and potential delisting due to non-operational fund occupation amounting to 406 million yuan [12] - Weixinno plans to invest 5 billion yuan in a new display industry innovation center in collaboration with Kunshan Weixin [13] - Ganli Pharmaceutical signed a supply framework agreement worth no less than 3 billion yuan related to insulin products [14]

Core Viewpoint - 甘李药业 has signed significant contracts with Funda o Oswaldo Cruz-Bio-Manguinhos (FZ) and BIOMM S.A. for a partnership project in Brazil, focusing on the production and development of insulin products, which is expected to positively impact the company's future performance [1][2] Group 1 - The company has entered into a Technical Transfer and Supply Agreement with FZ and a Supply Framework Agreement with BIOMM, with the total amount of the latter expected to be no less than 3 billion RMB (including tax) [1] - The PDP project aims to strengthen Brazil's public health system by ensuring a stable supply of essential medicines through local production and technology transfer from multinational pharmaceutical companies [1] - The contracts are part of the company's routine business operations and are not considered related party transactions or major asset restructurings [1] Group 2 - Under the Technical Transfer and Supply Agreement, 甘李药业 will transfer the technology for insulin and supply insulin injection solutions and raw materials to BIOMM, which will in turn supply FZ [2] - The contracts are set to last for 10 years, with the potential to significantly enhance the company's profitability starting from 2025 [2] - In the first half of the year, the company reported a revenue of 2.067 billion RMB, a year-on-year increase of 57.18%, and a net profit of 604 million RMB, up 101.96% year-on-year [2]

Group 1 - The "Shareholders Are Coming" series of events organized by the Beijing Listed Companies Association aims to protect investor rights and facilitate communication between investors and listed companies [1][4] - The events featured three listed companies in the biopharmaceutical sector: Sanyuan Gene, China Pharmaceutical, and Ganli Pharmaceutical, showcasing their strengths in technological innovation and industry upgrades [2][3] Group 2 - Sanyuan Gene is a leading enterprise in the field of gene engineering drugs, with its main product being human interferon α1b, which is China's first gene engineering drug with independent intellectual property rights [2][5] - China Pharmaceutical has become an important platform for the China General Technology Group, focusing on an integrated development model in the pharmaceutical and medical device sectors, covering the entire industry chain from cultivation to international trade [3][5] - Ganli Pharmaceutical has achieved significant market competitiveness, ranking first in the procurement agreement volume for insulin analogs in 2024, and is actively expanding into the medical device sector [3][5] Group 3 - The series of events provided a platform for investors to engage with company management on key topics such as the development prospects of the biopharmaceutical industry and corporate strategies [4][5] - Company executives shared insights on their operational data, business models, and the challenges faced, emphasizing the importance of transparent communication with investors [5]

面对每天上千份上市公司公告该看哪些？重大事项公告动辄几十页几百页重点是啥？公告里 一堆专业术语不知道算利好还是利空？请看智通财经公司新闻部《速读公告》栏目，我们派 驻全国的记者们将于公告当晚为您带来准确、快速、专业的解读。 智通财经9月23日讯（记者 卢阿峰）国内胰岛素龙头甘李药业（603087.SH）今日披露重磅合作，公司 与巴西Fundação Oswaldo Cruz-Bio-Manguinhos及本土药企BIOMM正式签订《技术转移与供应协议》及 《供应框架协议》两项合作文件，其中《供应框架协议》金额预计不低于30亿元人民币，创下公司海外 单笔合作规模新高。 据公告披露，《技术转移与供应协议》核心涉及为向合作方转移甘精胰岛素生产技术，并同步提供原料 药及注射液长期供应，供应周期与30亿元框架协议一致；前述30亿元框架协议的履行周期长达10年，且 已通过巴西卫生监管部门审批，成为当地PDP公共卫生专项采购项目的唯一中选方案。 甘李药业表示，如顺利实施，预计将对公司2025年度及后续年度经营业绩产生积极影响，有利于提升公 司整体盈利能力。 值得注意的是，巴西胰岛素市场长期呈现"外资主导、进口依赖"格局。据 ...

证券日报网讯 9月23日晚间，甘李药业发布公告称，近日，公司与FundaçãoOswaldoCruz-Bio- Manguinhos以及BIOMMS.A.（简称"BIOMM"）就巴西生产开发伙伴关系计划项目签订了《技术转移与 供应协议》。同时，公司与BIOMM签订了《供应框架协议》（美元合同）（简称"合同二"），合同二 总金额预计不低于人民币300，000.00万元（含税），最终以实际订单金额为准。上述合同系日常经营 性合同，无需提交公司董事会和股东大会审议。 （编辑 任世碧） ...

Group 1: Company Announcements - Ganli Pharmaceutical signed a technology transfer and supply agreement with FZ and BIOMM, with a total supply framework agreement amount expected to be no less than 3 billion RMB [1] - Upwind New Materials completed the transfer of 121 million shares, changing its controlling shareholder to Zhiyuan Hengyue, associated with Zhiyuan Robotics [2] - Poly Developments plans to publicly issue corporate bonds not exceeding 15 billion RMB for various purposes including debt repayment and project construction [3] Group 2: Shareholder Actions - Lenovo Holdings reduced its stake in Lakala by 8.0781 million shares, decreasing its ownership from 25.00% to 23.97% [4] - Fenghuo Communication plans to repurchase shares with a budget between 75 million and 150 million RMB, with a maximum repurchase price of 40.53 RMB per share [5] - Hualing Cable intends to acquire control of San Bamboo Intelligent for no more than 270 million RMB to enhance its capabilities in robotics and high-frequency transmission [6] Group 3: Market Developments - Guiguang Network clarified that rumors regarding major collaborations with Huawei Cloud and restructuring with state-owned enterprises are untrue [7] - Dongshan Precision is planning to issue H-shares and list on the Hong Kong Stock Exchange to enhance its international presence [8] - Wolong Nuclear Materials' subsidiary plans to invest up to 1 billion RMB in a new materials project in Suzhou [9] Group 4: Other Corporate Activities - Chao Xun Communication's management completed their share reduction plan, with specific shares sold by board members [10] - Various companies are involved in significant project bids and collaborations, including China Electric Research and others [15]