登录新浪财经APP 搜索【信披】查看更多考评等级 一、股票交易异常波动的具体情况 公司股票交易于2025年7月25日、2025年7月28日、2025年7月29日连续三个交易日内日收盘价格涨幅偏 离值累计达20%，根据《上海证券交易所交易规则》的相关规定，属于股票交易异常波动的情形。 二、公司关注并核实的相关情况 证券代码：603367 证券简称：辰欣药业 公告编号：2025-035 辰欣药业股份有限公司股票交易异常波动公告 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： ● 辰欣药业股份有限公司（以下简称"辰欣药业"或"公司"）于2025年7月25日、2025年7月28日、2025年 7月29日连续三个交易日内日收盘价格涨幅偏离值累计达到20%，根据《上海证券交易所交易规则》的 有关规定，属于股票交易异常波动情形。 ● 经公司自查，并向公司控股股东及一致行动人、实际控制人书面询证，截至本公告披露日，公司不存 在应披露而未披露的重大事项或重要信息。 ● 公司敬请广大投资者注意二级市场交易风险，理性决策，审慎投资。 ...

（编辑 姚尧） 证券日报网讯 7月29日晚间，辰欣药业发布公告称，公司股票于2025年7月25日、2025年7月28日、2025 年7月29日连续三个交易日内日收盘价格涨幅偏离值累计达到20%，属于股票交易异常波动情形。经公 司自查，并向公司控股股东及一致行动人、实际控制人书面询证，截至本公告披露日，公司不存在应披 露而未披露的重大事项或重要信息。 ...

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]

证券代码：603367 证券简称：辰欣药业 公告编号：2025-035 辰欣药业股份有限公司 股票交易异常波动公告 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： 辰欣药业股份有限公司（以下简称"辰欣药业"或"公司"）于 2025 年 7 月 25 日、2025 年 7 月 28 日、2025 年 7 月 29 日连续三个交易日内日收盘价格 涨幅偏离值累计达到 20%，根据《上海证券交易所交易规则》的有关规定，属于 股票交易异常波动情形。 经公司自查，并向公司控股股东及一致行动人、实际控制人书面询证， 截至本公告披露日，公司不存在应披露而未披露的重大事项或重要信息。 公司敬请广大投资者注意二级市场交易风险，理性决策，审慎投资。 一、股票交易异常波动的具体情况 公司股票交易于2025年7月25日、2025年7月28日、2025年7月29日连续三个 交易日内日收盘价格涨幅偏离值累计达20%，根据《上海证券交易所交易规则》 的相关规定，属于股票交易异常波动的情形。 二、公司关注并核实的相关情况 3、媒体报道、市场传闻 ...

Core Viewpoint - The company announced that its stock experienced an abnormal fluctuation, with a cumulative increase of 20% over three consecutive trading days in July 2025, indicating unusual trading activity [1] Company Operations - The company confirmed that its production and operational activities are normal, and there have been no significant changes in the market environment or industry policies [1] - The company has conducted a self-examination and consulted with its controlling shareholder and actual controller, finding no undisclosed significant information [1] Investor Advisory - The company advises investors to be cautious of trading risks in the secondary market and to make rational decisions regarding their investments [1]

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]

Group 1 - The market saw a total of 31 stocks hitting the daily limit up, with a success rate of 63% for limit up attempts [1] - Xizang Tourism became a market focus, achieving a consecutive limit up for 7 trading days, making it a representative high-limit stock [1] - Innovative drug concept stocks showed strong performance, with Apac Pharmaceutical achieving 5 limit ups in 10 trading days due to improved earnings expectations from a subsidiary sale [1] Group 2 - The overall market performance indicated a slight decline in the Shanghai Composite Index by 0.08% and Shenzhen Component Index by 0.04%, while the ChiNext Index rose by 0.92% [1] - The total trading volume in the three major markets reached 11,460.26 billion yuan, with 3,901 stocks declining and 1,468 stocks rising [1] - The chemical pharmaceutical sector attracted the highest net inflow of funds at 1.568 billion yuan, followed by the biopharmaceutical sector with 1.245 billion yuan [1] Group 3 - Other stocks that hit the limit up included Xingfu Blue Ocean, Kejingyuan, and Haichang New Materials, with some ChiNext stocks achieving a 20% limit up, indicating strong market enthusiasm for related concepts [2] - Medical research outsourcing institutions (CRO) and contract development manufacturing organizations (CDMO) were among the top-performing sectors, along with FPGA chips and CXO medical outsourcing [2]

Investment Rating - The report assigns an "Overweight" rating to the pharmaceutical and biotechnology industry, indicating that the industry index is expected to outperform the CSI 300 index by 10% or more over the next six months [2][40]. Core Insights - The pharmaceutical and biotechnology sector saw an overall increase of 1.90% from July 21 to July 25, 2025, ranking 19th among 31 industries in the Shenwan index, outperforming the CSI 300 index by 0.21 percentage points [4][12]. - The current PE valuation of the pharmaceutical and biotechnology sector is 30.67 times, which is at the historical median level, with a valuation premium of 140% compared to the CSI 300 index [4][18]. - The top three performing sub-sectors during the same period were medical services (6.73%), medical devices (4.43%), and pharmaceutical commerce (1.84%) [4][12]. Market Performance - In the year-to-date, the pharmaceutical and biotechnology sector has increased by 18.81%, ranking 3rd among 31 industries, and outperforming the CSI 300 index by 13.92 percentage points [4][13]. - The sub-sectors that achieved significant gains include chemical pharmaceuticals (34.25%), medical services (32.34%), and biological products (13.49%) [4][19]. Industry News - The National Healthcare Security Administration (NHSA) held two meetings to support the high-quality development of innovative drugs and medical devices, emphasizing the need for comprehensive value assessments for innovative products [5][34]. - The NHSA introduced new measures to empower innovation in drug and device pricing, aiming to support genuine innovation and improve the quality of healthcare in China [5][36]. Investment Recommendations - The report suggests focusing on high-quality stocks in the following segments: innovative drugs, CXO (Contract Research Organization), chain pharmacies, medical services, and second-class vaccines [5][37][38]. - Recommended stocks include Betta Pharmaceuticals, Teva Biopharmaceuticals, Kaili Medical, Haier Biomedical, Huaxia Eye Hospital, and Lao Bai Xing [5][38]. Stock Performance - During the last week, 337 stocks in the sector increased in value (71.10%), while 127 stocks decreased (26.79%). The top five gainers were Haitai Biological (46.93%), Zhendong Pharmaceutical (42.89%), Saili Medical (31.73%), Chenxin Pharmaceutical (30.75%), and Rendu Biological (27.82%) [4][27].

New Stock Issuance - Tianfu Long (732406) issued at a price of 23.60 on July 28, 2025[1] - Shenkai Co. (002633) has a tender offer period from July 29 to August 27, 2025[1] - ST Kelly (300326) has a tender offer period from July 17 to August 15, 2025[1] Abnormal Fluctuations - ST Wanfang (000638) reported significant abnormal fluctuations on July 25, 2025[2] - ST Zhengping (603843) experienced abnormal fluctuations on July 24, 2025[2] - Jiangnan Chemical (002226) noted abnormal fluctuations on July 23, 2025[2] Market Alerts - ST Zitian (300280) reported severe abnormal fluctuations on July 21, 2025[1] - Huayin Power (600744) indicated abnormal fluctuations on July 15, 2025[1] - ST Gaohong (000851) reported abnormal fluctuations on July 23, 2025[3]

证券代码：603367 证券简称：辰欣药业 公告编号：2025-034 辰欣药业股份有限公司 股票交易异常波动公告 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。 经公司自查，公司目前生产经营活动正常。市场环境或行业政策没有发生重 大调整、内部生产经营秩序正常，不存在应披露而未披露的重大信息。 经公司自查，并向公司控股股东及实际控制人书面征询核实：截至本公告披 露日，控股股东及实际控制人均不存在其他应披露而未披露的重大信息，包括但 不限于重大资产重组、股份发行、收购、债务重组、重大交易类事项、业务重组、 股份回购、股权激励、破产重整、重大业务合作、引进战略投资者、资产剥离和 资产注入等重大事项。 经自查，公司未发现需要澄清或回应的媒体报道或市场传闻及市场热点概 念；公司未发现其他可能或已经对公司股价产生较大影响的重大事件；公司前期 披露的信息不存在需要补充、更正之处。 重要内容提示： ? 辰欣药业股份有限公司（以下简称"辰欣药业"或"公司"）于 2025 年 涨幅偏离值累计达到 20%，根据《上海证券交易所交易规则》的有关规定 ...