资料显示，浙江九洲药业股份有限公司位于浙江省台州市椒江区外沙路99号，成立日期1998年7月13 日，上市日期2014年10月10日，公司主营业务涉及化学原料药及医药中间体的研发、生产与销售。主营 业务收入构成为：新药定制研发和生产服务(CDMO)79.81%，特色原料药及中间体18.22%，其他 1.96%。 9月1日，九洲药业涨5.14%，截至发稿，报19.02元/股，成交5.94亿元，换手率3.61%，总市值169.17亿 元。 截至发稿，葛兰累计任职时间10年219天，现任基金资产总规模399.08亿元，任职期间最佳基金回报 125.88%， 任职期间最差基金回报-35.13%。 赵磊累计任职时间60天，现任基金资产总规模308.01亿元，任职期间最佳基金回报13.75%， 任职期间 最差基金回报13.59%。 从九洲药业十大流通股东角度 数据显示，中欧基金旗下1只基金位居九洲药业十大流通股东。中欧医疗健康混合A（003095）二季度 减持438.84万股，持有股数1342.63万股，占流通股的比例为1.51%。根据测算，今日浮盈赚取约1248.65 万元。 中欧医疗健康混合A（003095）成立日期 ...

Core Viewpoint - Jiuzhou Pharmaceutical announced a capital increase of 200 million yuan for the construction of an innovative drug CDMO production base in Taizhou, with the project being implemented by Jiuzhou Pharmaceutical (Taizhou) Co., Ltd. [1] Group 1 - The company will hold the 16th meeting of the 8th Board of Directors and the 10th meeting of the 8th Supervisory Board on August 5, 2025 [1] - The capital increase is aimed at supporting the first phase of the construction project [1] - Jiuzhou Pharmaceutical (Taizhou) has completed the business registration change and obtained a new business license from the Market Supervision Administration of Linhai City [1]

证券代码：603456 证券简称：九洲药业 公告编号：2025-054 7、成立日期：2021 年 2 月 14 日 浙江九洲药业股份有限公司 关于全资子公司完成工商变更登记的公告 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。 浙江九洲药业股份有限公司（以下简称"公司"）于 2025 年 8 月 5 日召开第 八届董事会第十六次会议和第八届监事会第十次会议，审议通过了《关于使用部 分募集资金向募投项目实施主体增资实施募投项目的议案》，同意公司以募集资 金 20,000 万元对"九洲药业（台州）有限公司创新药 CDMO 生产基地建设项目 （一期工程）"实施主体九洲药业（台州）有限公司（以下简称"九洲药业（台 州）"）进行增资。具体内容详见公司于 2025 年 8 月 6 日在《上海证券报》和上 海证券交易所网站披露的相关公告（公告编号：2025-050）。 近日，九洲药业（台州）已完成工商变更登记手续，并取得临海市市场监督 管理局换发的《营业执照》，现将有关情况公告如下： 1、公司名称：九洲药业（台州）有限公司 2、统一社会信 ...

Group 1 - As of August 21, 2025, Jiuzhou Pharmaceutical's stock price is 18.43 yuan, down 0.16 yuan or 0.86% from the previous trading day [1] - The trading volume on that day was 254,225 hands, with a transaction amount of 468 million yuan [1] - Jiuzhou Pharmaceutical focuses on the chemical pharmaceutical sector, primarily engaged in the research, production, and sales of active pharmaceutical ingredients and intermediates [1] Group 2 - The company's product range includes treatments for infections, cardiovascular diseases, and central nervous system disorders [1] - In the second quarter of 2025, the China-Europe Medical Health Fund reduced its holdings in Jiuzhou Pharmaceutical by 4.3884 million shares, although it remains one of the top ten circulating shareholders [1] - On August 21, 2025, the net outflow of main funds for Jiuzhou Pharmaceutical was 83.2752 million yuan, with a cumulative net outflow of 200 million yuan over the past five trading days [1]

Core Insights - The article highlights the significant stock adjustments made by the China Europe Medical Health Fund, managed by Ge Lan, during the second quarter of 2025, particularly its increased holdings in several pharmaceutical companies [1][3][4]. Group 1: Fund Adjustments - The China Europe Medical Health Fund entered the top ten circulating shareholders of Lizhu Group and Betta Pharmaceuticals, holding 5.939 million shares and 4.3513 million shares, respectively [3]. - The fund significantly increased its stake in XinNuoWei by approximately 14 million shares, representing a 222% increase, bringing its total holdings to 20.184 million shares [3][4][6]. - Other notable increases included holdings in XinLiTai (up 86% to 26.163 million shares), NuoCheng JianHua (up 43.9% to 13.048 million shares), and HuaDong Pharmaceutical (up 17.39% to 24.4395 million shares) [4][6]. Group 2: Fund Management Strategy - In July, the China Europe Medical Health Fund announced the appointment of Zhao Lei as a co-manager, indicating a shift towards a team-based management approach [8]. - The fund is part of a broader trend within China Europe Fund to enhance its research and investment management capabilities through a "professional, industrialized, and intelligent" investment research system [8][9]. - This transformation aims to create a sustainable organization capable of generating alpha over the long term, thereby improving product offerings and services for investors [9].

Group 1: Market Overview - The A-share market is currently active, with brokerage analysts conducting extensive research on listed companies as half-year reports are being disclosed [1][2] - A total of 162 companies have been researched by brokerages since August, covering popular sectors such as electronics, pharmaceuticals, machinery, and power equipment [1][2] Group 2: Sector Focus - The electronics, machinery, and pharmaceutical sectors are the most researched, with 22, 20, and 21 companies respectively [2] - The pet sector, particularly Zhongchong Co., Ltd. (002891), has attracted the most attention, with 61 brokerages participating in its recent performance briefing [2][3] Group 3: Company Highlights - Zhongchong Co., Ltd. has established over 22 modern production bases globally and is expanding its projects in various countries, including the US and Canada [3] - Ninebot Inc. has garnered interest from 47 brokerages, focusing on its electric two-wheeler profit margins and the development of its intelligent ecosystem [3] - Jerry Holdings (002353) has been researched by 41 brokerages, with a focus on its business structure and overseas market development [3] Group 4: Pharmaceutical Sector Insights - The pharmaceutical sector has seen significant interest, with over 65 research reports published in August, including 10 deep-dive reports [4] - Companies like Jiuzhou Pharmaceutical (603456) and Sanxin Medical (300453) have been actively researched, with Jiuzhou reporting a net profit of 526 million yuan, a 10.7% increase year-on-year [4][5] - Bo Rui Pharmaceutical has seen its stock price rise over 277% this year, with plans to expand its product offerings globally [5] Group 5: Rating Adjustments - Brokerages have upgraded the ratings of seven companies since August, including Aisheng Co., Ltd. (600732) and Huaneng International (600011) [6] - Huaneng International reported a net profit of 9.262 billion yuan, a 24.26% increase, prompting an upgrade to "buy" rating [6] - One stock, Fuling Pickles (002507), was downgraded from "buy" to "hold" due to slower sales recovery and increased cost pressures [6]

Core Viewpoint - The company, Zhejiang Jiuzhou Pharmaceutical Co., Ltd., has announced the use of idle raised funds for cash management, amounting to 200 million RMB, to enhance fund efficiency while ensuring the safety and proper use of the funds [2][4]. Summary by Sections Cash Management Overview - The cash management is aimed at improving fund efficiency and ensuring the safety of the raised funds while not affecting the investment projects [4]. - The total amount allocated for cash management is 200 million RMB [5]. - The funds are sourced from a non-public stock issuance approved by the China Securities Regulatory Commission, raising approximately 2.5 billion RMB [6][7]. Cash Management Details - The cash management products include high-security and liquid investment options such as structured deposits, time deposits, large certificates of deposit, and wealth management products [2][9]. - The cash management period is set for a maximum of 12 months, with individual investment products not exceeding 12 months [2][9]. - The company has previously redeemed cash management products amounting to 21 million RMB, which were returned to the special account for raised funds [3]. Approval Process - The cash management proposal was approved during the 11th meeting of the 8th Board of Directors and the 7th meeting of the 8th Supervisory Board on December 13, 2024 [9]. - The management is authorized to make investment decisions within the approved limits and timeframes [9]. Impact on the Company - The cash management will not affect the normal operation of the company or the implementation of investment projects, ensuring no harm to the interests of the company and its shareholders [14]. - The income generated from cash management will belong to the subsidiary and will be returned to the special account for raised funds upon maturity [8][14].

浙江九洲药业股份有限公司 关于使用闲置募集资金进行现金管理的进展公告 证券代码：603456 证券简称：九洲药业 公告编号：2025-053 履行的审议程序：浙江九洲药业股份有限公司（以下简称"公司"、"九 洲药业"）于2024年12月13日召开的第八届董事会第十一次会议、第八届监事会 第七次会议，审议通过了《关于使用闲置募集资金进行现金管理的议案》，同意 公司及子公司在保障资金安全及确保不影响募集资金投资项目建设和使用计划 的前提下，使用不超过人民币12亿元的闲置募集资金适时购买安全性高、流动性 好的投资产品（包括但不限于结构性存款、定期存款、大额存单、通知存款、收 益凭证及银行或券商理财产品等），且该等投资产品不得用于质押，不用于以证 券投资为目的的投资行为。期限为自董事会审议通过之日起不超过12个月，单笔 投资产品的期限不超过12个月。本事项无需提交股东大会审议。具体内容详见公 司于2024年12月14日在上海证券交易所网站（www.sse.com）和《上海证券报》 披露的相关公告； 特别风险提示：尽管本次公司及子公司购买的现金管理产品安全性高、 流动性好，但金融市场受宏观经济、财政及货币政策的影响较大 ...

Core Viewpoint - The article discusses the recent adjustments in stock holdings by social security funds in the A-share market, highlighting the sectors and companies that have seen increased or decreased investments. Group 1: Increased Holdings - Social security funds have emerged as significant shareholders in 41 A-shares, with a total market value of 12.622 billion yuan as of August 12 [2] - Notable increases in holdings were observed in the banking, feed, and small home appliance sectors, with Changshu Bank being the most heavily invested stock, showing a significant increase in shares held [2][3] - Hai Da Group saw its holdings nearly double, with social security funds holding a total of 21.0344 million shares by the end of the first half of the year [7] - Other companies like Huace Navigation, Li New Energy, and Nanwei Medical also experienced increases in holdings exceeding 2 million shares [8] Group 2: Decreased Holdings - Jiuzhou Pharmaceutical was the most significantly reduced stock, with a decrease of 11.4141 million shares, representing over a 50% reduction in holdings [10] - Other companies such as Jerry Shares and Aide Biology also faced substantial reductions, with Jerry Shares seeing a decrease of over 10 million shares [11] - The chemical sector experienced notable reductions, with companies like Huafeng Chemical and Aide Biology being among those affected [12] Group 3: New Investments - Satellite Chemical was highlighted as a new investment by social security funds, with the fund becoming the ninth largest shareholder with 20.1693 million shares [13] - Other new investments included companies like Su Shi Testing and Xin Qiang Lian, which have seen significant market interest from multiple social security fund combinations [13] - Su Shi Testing, despite a 16% drop in stock price during the second quarter, rebounded by nearly 17% since July, indicating potential growth prospects [14]

Market Performance - On August 13, the medical services sector rose by 4.02%, led by Innovative Medical [1] - The Shanghai Composite Index closed at 3683.46, up 0.48%, while the Shenzhen Component Index closed at 11551.36, up 1.76% [1] Individual Stock Performance - The table lists various stocks in the medical services sector, with notable declines including *ST Bio down 4.95% and ST Zhongzhu down 2.66% [1] - Other stocks such as Lanwei Medical and Baicheng Pharmaceutical also experienced minor declines of 1.76% and 1.59% respectively [1] Capital Flow Analysis - The medical services sector saw a net inflow of 1.962 billion yuan from institutional investors, while retail investors experienced a net outflow of 1.888 billion yuan [3] - Notable stocks with significant net inflows from institutional investors include Yaoming Kande with 1.13 billion yuan and Kanglong Huacheng with 248 million yuan [3] - Conversely, retail investors showed significant outflows from stocks like Yaoming Kande and Kanglong Huacheng, indicating a shift in investor sentiment [3]