证券日报网讯 8月29日晚间，九洲药业发布公告称，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，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）有限公司进行增资。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》。 （编辑 李家琪） ...

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 ...

截至2025年8月21日收盘，九洲药业股价报18.43元，较前一交易日下跌0.16元，跌幅0.86%。当日成交 量为254225手，成交金额达4.68亿元。 公开信息显示，中欧医疗健康基金在2025年二季度对九洲药业进行了减持操作，持股数量减少438.84万 股。该基金由知名基金经理葛兰管理，目前仍位列公司前十大流通股东。 九洲药业是一家专注于化学制药领域的医药企业，主要从事原料药及中间体的研发、生产和销售。公司 产品涵盖抗感染类、心血管类、中枢神经类等多个治疗领域。 风险提示：以上内容仅供参考，不构成投资建议。市场有风险，投资需谨慎。 从资金流向来看，8月21日九洲药业主力资金净流出8327.52万元，近五个交易日累计净流出2亿元。 ...

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]

证券之星消息，8月13日医疗服务板块较上一交易日上涨4.02%，创新医疗领涨。当日上证指数报收于 3683.46，上涨0.48%。深证成指报收于11551.36，上涨1.76%。医疗服务板块个股涨跌见下表： 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。 从资金流向上来看，当日医疗服务板块主力资金净流入19.62亿元，游资资金净流出7449.63万元，散户资 金净流出18.88亿元。医疗服务板块个股资金流向见下表： | 代码 | 名称 | 主力净流入(元) | 主力净占比 游资净流入 (元) | | 游资净占比 散户净流入 (元) | | 散户净占比 | | --- | --- | --- | --- | --- | --- | --- | --- | | 603259 | 药明康德 | = 11.30 乙 | 11.46% | -1.00 Z | -1.02% | -10.30 Z | -10.45% | | 300759 康龙化成 | | 2.48亿 | 9.09% | 4825.42万 | 1.77% | -2.96 Z | - ...

证券代码：603456 证券简称：九洲药业 公告编号：2025-052 浙江九洲药业股份有限公司 关于子公司通过美国 FDA 现场检查的公告 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"）子公司瑞博（苏州）制药 有限公司（以下简称"瑞博苏州"）于 2025 年 5 月 19 日至 2025 年 5 月 22 日期 间接受了美国食品药品监督管理局（以下简称"FDA"）的 cGMP（现行药品生 产质量管理规范）现场检查，检查范围涵盖质量体系、物料、生产、包装与标签、 设备设施、实验室控制六大系统。近日，瑞博苏州收到美国 FDA 签发的现场检 查报告（EIR，Establishment Inspection Report），该报告表明瑞博苏州已通过本 次 cGMP 现场检查，现将相关情况公告如下： 一、美国 FDA 现场检查的相关情况 公司名称：瑞博（苏州）制药有限公司 检查地点：江苏省常熟市碧溪街道通联路 18 号 董事会 检查范围：瑞博苏州涉及原料药产品（Entresto、Kisqa ...