证券代码：603229 证券简称：奥翔药业 公告编号：2025-033 格上限由不超过人民币 14 元/股（含）调整为不超过人民币 13.90 元/股（含）。 具体内容详见公司于 2025 年 7 月 10 日披露的《奥翔药业关于 2024 年度权益分派 实施后调整回购价格上限的公告》（公告编号：2025-032）。 二、回购股份的进展情况 浙江奥翔药业股份有限公司 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。 重要内容提示： | 回购方案首次披露日 | 2025/1/27 | | --- | --- | | 回购方案实施期限 | 2025/1/24~2026/1/23 | | 预计回购金额 | 5,000万元~10,000万元 | | 回购用途 | □减少注册资本 √用于股权激励和/或员工持股计划 | | | □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 | 1,999,400股 | | 累计已回购股数占总股本比例 | 0.24% | | ...

贵公司发来的《浙江奥翔药业股份有限公司关于股票交易 异常波动有关事项的问询函》已收悉。经认真自查核实,现就相 关事项回复如下: 本人作为浙江奥翔药业股份有限公司(以下简称"上市公 司")的控股股东、实际控制人,截至目前,不存在影响上市公 司股票价格异常波动的重大事项,不存在其他应披露而未披露的 重大事项,包括但不限于重大资产重组、发行股份、上市公司收 购、债务重组、业务重组、资产剥离和资产注入等重大事项。 关于《浙江奥翔药业股份有限公司 关于股票交易异常波动有关事项的问询函》的回函 浙江奥翔药业股份有限公司: 特此回复。 控股股东、实际控制人: -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- - 郑志国 2025年 7月3 日 (以下无正文,签署页附后) (本页无正文,为《关于〈浙江奥翔药业股份有限公司关于股票交易 异常波动有关事项的问询函〉的回函》之签署页 ) ...

格隆汇7月31日丨奥翔药业(603229.SH)公布，截至2025年7月31日，公司通过集中竞价交易方式已累计 回购股份199.94万股，已回购股份占公司总股本的比例为0.24%，成交的最高价为8.57元/股、最低价为 7.52元/股，已支付的总金额为1553.58万元（不含交易费用）。 ...

Market Overview - The A-share market experienced a decline with the Shanghai Composite Index falling by 1.18%, the Shenzhen Component Index down by 1.73%, and the ChiNext Index decreasing by 1.66% [1][2] - The total trading volume in the Shanghai and Shenzhen markets reached 1.94 trillion yuan, an increase of 91.7 billion yuan compared to the previous trading day, with over 4,200 stocks declining [1][2] Sector Performance - Sectors such as steel, energy metals, coal mining and processing, photovoltaic equipment, and film and television cinema saw declines, while the liquid cooling server sector showed strong performance [4] - The innovative drug concept continued to perform well, with several stocks including Nanxin Pharmaceutical, Anke Bio, and Aoxiang Pharmaceutical hitting the daily limit [4] - The liquid cooling server concept had multiple stocks, including Yingweike and Icewheel Environment, reaching the daily limit [4][5] Capital Flow - Major funds saw net inflows in sectors like banking, computers, and traditional Chinese medicine, while there were net outflows in mining, paper printing, and electronic components [6] - Specific stocks such as 360, Yidian Tianxia, and Yongyou Network received net inflows of 1.133 billion yuan, 889 million yuan, and 881 million yuan respectively [6] - Conversely, Baogang Group, Dongfang Fortune, and CATL faced net outflows of 1.868 billion yuan, 1.697 billion yuan, and 1.663 billion yuan respectively [6] Institutional Insights - Galaxy Securities suggests not to make bullish moves while the Shanghai Composite Index is below the 5-day moving average, indicating a high probability of filling the gap [6] - Everbright Securities notes that market sentiment remains active, with fluctuations being a normal adjustment within the trend [7] - CITIC Securities maintains that the index is expected to continue its upward trend despite short-term fluctuations [7]

今日奥翔药业（603229）涨10.02%，收盘报10.54元。 2025年4月30日，太平洋研究员周豫,乔露阳发布了对奥翔药业的研报《Q1业绩符合市场预期，持续加大 研发投入》，该研报对奥翔药业给出"买入"评级。研报中预测公司2025/26/27年收入为9.55/11.28/13.93 亿元，净利润为2.80/3.32/4.11亿元，对应当前PE为23/20/16X，考虑到公司原料药及CDMO业务增长稳 定，且制剂业务有望于2025年开始贡献增量收入，持续给予"买入"评级。证券之星数据中心根据近三年 发布的研报数据计算，该研报作者对此股的盈利预测准确度为44.71%。 证券之星数据中心计算显示，对该股盈利预测较准的分析师团队为招商证券的孙炜。 以上内容为证券之星据公开信息整理，由AI算法生成（网信算备310104345710301240019号），不构成 投资建议。 奥翔药业（603229）个股概况： | 财务摘要 净利润1.19亿元，同比上升5.97%；扣非净利润1.12亿元，同比上升2.81%； | 奥翔药业2025年一季报显示，公司主营收入3.07亿元，同比上升1.9%；归母 | | --- | -- ...

Market Overview - The indices continued to rise collectively, with a significant drop in the morning followed by a recovery in sentiment in the afternoon [3] - The Shanghai Composite Index, Shenzhen Component Index, and ChiNext Index closed up by 0.33%, 0.64%, and 1.86% respectively, with over 3,000 stocks declining and more than 2,200 stocks rising [4] Optimizing Fertility - The "Implementation Plan for Childcare Subsidy System" was officially launched, providing annual subsidies of 3,600 yuan per child for children under three years old starting January 1, 2025 [8] - The fertility optimization sector saw a collective high opening but ended with a "high open low close" trend, with the sector rising by only 0.18% after an initial surge [9][10] - Stocks like Beiyinmei and Aiyingshi opened strongly but fell significantly, while stocks in the dairy sector also experienced a similar pattern [10] Yajiang Hydropower Station - The Yajiang Hydropower Station saw a rebound in the afternoon, with stocks like Xining Special Steel and Tibet Tianlu hitting the daily limit [15] - The Yajiang Hydropower concept stocks rose over 2% by the end of the day, indicating a recovery in investor interest [14] Stablecoin Sector - The stablecoin concept stocks experienced a partial rebound, with companies like Hengbao Co. and Sifang Jichuang showing strong performance [19] - The sector had been quiet for about two weeks but is now looking for a significant catalyst to revive interest [21] Guotou Intelligent - Guotou Intelligent saw a significant rise, closing up over 18.5%, attributed to news regarding a special action by the Internet Information Office [25] - The company is reportedly working on AI fraud prevention services, with a potential market space exceeding 120 billion yuan if it covers 1 billion smartphone users [28]

Core Viewpoint - The chemical pharmaceutical sector experienced a significant increase of 2.47% on July 29, with Nanjing Pharmaceutical leading the gains [1] Group 1: Market Performance - The Shanghai Composite Index closed at 3609.71, up 0.33% [1] - The Shenzhen Component Index closed at 11289.41, up 0.64% [1] Group 2: Individual Stock Performance - Nanjing Pharmaceutical (681899) closed at 11.90, with a rise of 17.01% and a trading volume of 388,700 shares, totaling a transaction value of 417 million yuan [1] - Yuandong Biological (688513) closed at 65.92, up 15.45%, with a trading volume of 74,200 shares and a transaction value of 466 million yuan [1] - Microchip Biotech (688321) closed at 38.37, increasing by 12.85%, with a trading volume of 401,800 shares and a transaction value of 1.49 billion yuan [1] - Aoxiang Pharmaceutical (603229) closed at 10.54, up 10.02%, with a trading volume of 480,600 shares and a transaction value of 493 million yuan [1] - Asia-Pacific Pharmaceutical (002370) closed at 6.81, also up 10.02%, with a trading volume of 1,937,200 shares and a transaction value of 1.285 billion yuan [1] - Chenxin Pharmaceutical (603367) closed at 25.93, up 10.01%, with a trading volume of 160,000 shares and a transaction value of 413 million yuan [1] - Fuyuan Pharmaceutical (6801089) closed at 22.90, increasing by 9.99%, with a trading volume of 176,900 shares and a transaction value of 389 million yuan [1] - Nikan Pharmaceutical (688658) closed at 33.02, up 9.96%, with a trading volume of 118,700 shares and a transaction value of 376 million yuan [1] - Luoxin Pharmaceutical (002793) closed at 5.97, increasing by 9.94%, with a trading volume of 421,300 shares and a transaction value of 240 million yuan [1] - Frontier Biotech (688221) closed at 22.42, up 9.74%, with a trading volume of 471,400 shares and a transaction value of 1.023 billion yuan [1] Group 3: Capital Flow - The chemical pharmaceutical sector saw a net inflow of 1.295 billion yuan from main funds, while retail funds experienced a net outflow of 1.198 billion yuan [1] - Speculative funds recorded a net outflow of 97.108 million yuan [1]

Investment Rating - The report recommends a "Buy" rating for multiple companies in the pharmaceutical sector, including Junshi Biosciences, Hualan Biological Engineering-B, and others [3]. Core Insights - The pharmaceutical sector has shown a 1.90% increase this week, outperforming the CSI 300 index by 0.21 percentage points. Sub-sectors such as pharmaceutical outsourcing, vaccines, and medical consumables performed well, while innovative drugs lagged behind [6][42]. - The report emphasizes the potential of the 4-1BB target in cancer treatment, particularly the PD-L1/4-1BB bispecific antibodies, which may address the limitations of PD-1/PD-L1 monotherapy [5][16][17]. Summary by Sections Industry Viewpoints and Investment Recommendations - 4-1BB is recognized as a promising target for tumor therapy, enhancing T cell activation and survival, which is crucial for effective immune responses against cancer [16]. - Investment strategies focus on the innovative drug sector, driven by increased liquidity and risk appetite, with a recommendation to pay attention to companies with strong pipelines in bispecific antibodies and ADCs [6][38]. Pharmaceutical Industry Market Performance - The pharmaceutical sector's overall P/E ratio is reported at 30.67 times, with a premium of 40.37% compared to the overall A-share market excluding financials [42]. Company Dynamics - Notable company developments include: - LIZHU Group's successful Phase III trial for a monoclonal antibody for psoriasis [43]. - Baiyang Pharmaceutical's planned share reduction by its major shareholder [43]. - Mylab's new medical device approval, enhancing market competitiveness [44]. Industry Dynamics - The report highlights the increasing focus on innovative drug development and the potential for significant market opportunities in the context of upcoming patent expirations for key small molecule drugs [38].

Core Viewpoint - The legal opinion letter from Beijing Hairun Tianwei Law Firm confirms that Zhejiang Aoxiang Pharmaceutical Co., Ltd.'s differentiated equity distribution complies with relevant laws and regulations, ensuring no harm to the interests of the company and its shareholders [5]. Group 1: Reasons for Differentiated Equity Distribution - On January 24, 2025, the company’s board approved a plan to repurchase shares using its own and/or raised funds through centralized bidding, intending to use the repurchased shares for equity incentives and/or employee stock ownership plans [2][3]. - The total amount for the repurchase is set between RMB 50 million and RMB 100 million, with a maximum repurchase price of RMB 14 per share, and the repurchase period is 12 months from the board's approval date [3]. Group 2: Specifics of the Differentiated Equity Distribution Plan - The profit distribution plan involves a cash dividend of RMB 0.10 per share (including tax), totaling RMB 82,829,774.50 (including tax), based on a total share capital of 830,297,145 shares, excluding the repurchased shares [3]. - The total number of shares eligible for distribution is 828,297,745, and there will be no capital reserve conversion to share capital or bonus shares issued this year [3]. Group 3: Calculation Basis for the Differentiated Equity Distribution - The calculation for the ex-rights and ex-dividend reference price is based on the last closing price of RMB 8.74 per share, adjusted for the cash dividend [3]. - The impact on the ex-rights and ex-dividend reference price is calculated to be less than 1%, indicating a minimal effect on the stock price [4].

Core Viewpoint - The company has announced an adjustment to the maximum repurchase price of its shares following the implementation of its 2024 annual profit distribution plan, reducing the price from RMB 14 to RMB 13.90 per share [1][2][4] Summary by Sections 1. Share Repurchase Basic Information - The company plans to repurchase its shares using its own and/or raised funds through centralized bidding, with a total repurchase amount between RMB 50 million and RMB 100 million [1] - The repurchase price was initially set at a maximum of RMB 14 per share, with a repurchase period of 12 months starting from the board's approval date [1] 2. Reasons for Adjusting the Repurchase Price Cap - The adjustment follows the approval of the 2024 annual profit distribution plan, which includes a cash dividend of RMB 0.10 per share, totaling RMB 82,829,774.50 [2][3] - The record date for the dividend distribution is July 16, 2025, and the ex-dividend date is July 17, 2025 [2] 3. Details of the Price Adjustment - The new maximum repurchase price is calculated as follows: (previous maximum price - cash dividend) / (1 + change in circulating shares ratio) [2] - The cash dividend per share is approximately RMB 0.0998, and since there is no change in circulating shares, the new maximum repurchase price is approximately RMB 13.90 [3] 4. Other Matters - Other aspects of the share repurchase plan remain unchanged, and the company will proceed with the repurchase plan in accordance with relevant laws and regulations [4]