港交所消息：截至9月30日，瑞银集团持有的 药明康德 （）H股多头头寸从5.05%降至3.98%。 ...

股份發行人及根據《上市規則》第十九B章上市的香港預託證券發行人的證券變動月報表 截至月份: 2025年9月30日 狀態: 新提交 致：香港交易及結算所有限公司 公司名稱: 無錫藥明康德新藥開發股份有限公司 呈交日期: 2025年10月8日 I. 法定/註冊股本變動 | 1. 股份分類 | 普通股 | 股份類別 | H | | 於香港聯交所上市 (註1) | 是 | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 證券代號 (如上市) | 02359 | 說明 | | | | | | | | | | 法定/註冊股份數目 | | | 面值 | | 法定/註冊股本 | | | 上月底結存 | | | 478,226,490 | RMB | | 1 RMB | | 478,226,490 | | 增加 / 減少 (-) | | | 14,185,818 | | | RMB | | 14,185,818 | | 本月底結存 | | | 492,412,308 | RMB | | 1 RMB | | 492,412,308 | | 2. 股份分類 ...

致：香港交易及結算所有限公司 公司名稱: 無錫藥明康德新藥開發股份有限公司 呈交日期: 2025年10月8日 I. 法定/註冊股本變動 | 1. 股份分類 | 普通股 | 股份類別 | H | | 於香港聯交所上市 (註1) | 是 | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 證券代號 (如上市) | 02359 | 說明 | | | | | | | | | | 法定/註冊股份數目 | | | 面值 | | 法定/註冊股本 | | | 上月底結存 | | | 478,226,490 | RMB | | 1 RMB | | 478,226,490 | | 增加 / 減少 (-) | | | 14,185,818 | | | RMB | | 14,185,818 | | 本月底結存 | | | 492,412,308 | RMB | | 1 RMB | | 492,412,308 | | 2. 股份分類 | 普通股 | 股份類別 | A | | | 於香港聯交所上市 (註1) | | 否 | | | --- | --- | --- ...

值得注意的是，截至9月30日收盘，兆易创新股价上涨8.2%，药明康德上涨6.42%。Wind数据显示，除兆易创新、药明康德、立讯精密以外， 大金重工、海康威视、中航沈飞、紫金矿业、华友钴业等也获2到3家券商推荐。 【环球网财经综合报道】10月交易即将开市，券商陆续公布10月"金股"组合。据统计，有标的同时获5家券商推荐，行业集中于电子、电力设 备等板块。 具体来看，兆易创新、立讯精密、药明康德等获多家券商推荐。其中，兆易创新获中泰证券、东海证券、中原证券、中航证券、华金证券5家 机构共同推荐。中原证券认为，展望10月，美联储降息，提升了市场对央行降息的预期，进而带动风险偏好上升。同时，助力经济复苏的政策 相继出台，为股市信心提供了有力支撑。然而，当前科技板块拥挤度的提升，也使得市场波动有所加大。在此背景下，建议投资者继续兼顾成 长与价值风格的配置，重点关注TMT、医药、证券等行业。 招商证券认为，无论是从政策预期还是业绩表现，以AI算力、半导体自主可控、固态电池、商业航天、可控核聚变为代表的八大赛道依然是 当前的重点。 申万宏源认为，科技产业催化仍在趋势中，海外AI产业趋势向上，尚未触及边界，国内AI产业趋势 ...

刚过去的九月，A股整体表现波动较大，沪指多次试图冲击3900点但都未能成功，几天盘中甚至一度跌破3800点，跟去年的"924"行情没法比了。从行业来 看，月内表现差异挺明显，半导体、AI这些科技成长类板块挺活跃，表现抢眼，而银行、非银金融之类的权重板块就比较低迷，结果对整体指数带来了一 定的拖累。 此外，九月份，美联储宣布降息0.25个百分点，算是今年首次降息。多家券商都觉得，这一举动可能会吸引外国资金流入港股和A股市场，提升市场的流动 性。建议大家可以重点关注人工智能、互联网和智能制造这些行业。 国庆假期里，港股表现得可是挺棒的，除了10月1日休市之外，从9月29日到10月3日，恒指一周内涨了3.88%，收在27140.92点；恒生科技指数更是大涨 6.90%，报6622.85点。10月2日当天，恒生科技指数单日涨幅达3.36%，盘中最高冲到6715.46点，创下自2021年11月17日以来的新高。 | 月份: | 2025-10 | T 机构名称: | 全部 | > | 推荐次数统计区间: 近3个月 | | | --- | --- | --- | --- | --- | --- | --- | | 序号 ...

港交所消息：9月29日，瑞银集团持有的 药明康德 H股空头头寸从1.95%增至3.55%。 ...

Group 1 - The monthly "golden stocks" list reflects the comprehensive research strength and stock selection ability of various brokerages, with 111 stocks included as of October 1, 2023 [1] - Notable stocks attracting institutional attention this month include Hikvision, Stone Technology, Huayou Cobalt, Ecovacs, and Luoyang Molybdenum, with sectors like electronics, automotive, and pharmaceuticals receiving broker recognition [1][2] - Institutions believe that favorable factors for A-share performance are still in play, with expectations for the market center to rise in October due to technological industry catalysts and long-term policy layout windows [1][6] Group 2 - Hikvision, Stone Technology, Huayou Cobalt, Ecovacs, and Luoyang Molybdenum received recommendations from two brokerages each, including Everbright Securities and Guojin Securities [2][3] - The electronic sector, including stocks like Zhaoyi Innovation and SMIC, is favored by brokerages, with expectations for a strong performance in the fourth quarter due to traditional seasonal demand [4] - All 11 brokerage "golden stock" combinations have recorded positive returns year-to-date, with the top five being KSY Securities, Huaan Securities, Dongxing Securities, Everbright Securities, and China Galaxy [5] Group 3 - Institutions are optimistic about the "Red October" market, with catalysts for A-share performance continuing, and a potential upward shift in market structure expected [6] - Factors such as the calendar effect of the National Day holiday and the initiation of a Federal Reserve rate cut cycle are seen as supportive for market sentiment [6] - The liquidity outlook remains positive, with expectations for continued inflows into the market, and a structural rally may re-emerge after addressing short-term valuation issues [6]

Core Viewpoint - The October market is expected to continue a structural trend of "growth-oriented with cyclical support," driven by long-term policy support, intensive industrial catalysts, and a loose liquidity environment [1][6]. Group 1: Stock Recommendations - A total of 111 stocks have been included in the "golden stock" portfolios of 13 brokerage firms for October, with notable mentions including SMIC, WuXi AppTec, Huayou Cobalt, Hikvision, and Haier Smart Home [1][3]. - The most recommended stocks, each receiving two endorsements from different brokerages, include Zhaoyi Innovation, WuXi AppTec, Luoyang Molybdenum, Ecovacs, and SMIC, among others [4][3]. - The technology sector, particularly stocks like Zhaoyi Innovation, Datong Technology, and SMIC, is favored by brokerages, indicating a strong preference for TMT (Technology, Media, and Telecommunications) stocks [4][5]. Group 2: Market Outlook - Historical data shows that the A-share market typically experiences a rebound after the National Day holiday, with over 70% probability of an increase in the first week post-holiday [7]. - Multiple significant events are expected to occur in October, including the Federal Reserve's meeting and the release of Q3 reports, which could inject new vitality into the market [7][8]. - The technology growth sector is anticipated to present more opportunities in October, with expectations of a Federal Reserve rate cut boosting market sentiment [8].

随着2025年9月行情收官，多家券商10月投资组合陆续揭晓。 中芯国际、药明康德等受青睐 截至10月1日记者发稿，当前已有13家券商发布最新月度"金股"组合，111只个股10月投资价值获得券商认同。从推荐次数看，中芯国际、药明康德、华友钴 业、海康威视、海尔智家等多股获2家券商推荐，包括海通国际、国信证券、光大证券、中泰证券等。 Wind数据显示，截至记者发稿，共有111只标的入围13家券商的10月月度"金股"组合，中芯国际、药明康德、华友钴业、海康威视、海尔智家等受券商关 注，新华保险、紫光国微、拓普集团、海光信息、福耀玻璃、阳光电源等获券商推荐。 展望即将到来的A股10月行情，机构普遍认为，在长期政策支持、密集的产业催化以及宽松流动性环境下，10月市场将延续"成长为主、周期为辅"的结构性行 情，科技成长与高端制造等方向值得关注。 | 证券简称 | 券商推荐次数 | Wind行业 | | --- | --- | --- | | 兆易创新 | 2 | 信息技术 | | 药明康德 | 2 | 医疗保健 | | 洛阳钼业 | 2 | 材料 | | 科沃斯 | 2 | 可选消费 | | 道通科技 | 2 | 信息技 ...

Core Viewpoint - WuXi AppTec (603259)(02359) announced the conversion and issuance of 14.1858 million H-shares based on a $500 million zero-coupon secured convertible bond maturing in 2025, effective September 30, 2025 [1] Group 1 - The company will issue H-shares as part of the conversion of the convertible bond [1] - The convertible bond is valued at $500 million and is set to mature in 2025 [1] - The total number of H-shares to be issued is 14.1858 million [1]