Core Viewpoint - The impact of the U.S. "reciprocal tariffs" on Chinese pharmaceutical companies is limited, with many companies reporting normal operations and minimal effects on their business [1][2][4][7][12]. Group 1: Company Responses - Heng Rui Pharmaceutical reported that overseas sales account for only 2.56% of its revenue, indicating that U.S. tariffs have a minimal impact on its business [1]. - Han Yu Pharmaceutical stated that it has a diversified market presence across North America, Asia, Europe, and South America, which mitigates risks from single market policy changes [2]. - Bai Yang Pharmaceutical noted that its supply chain is globally diversified, and the impact of tariffs is minimal [3]. - WuXi AppTec acknowledged that tariffs will have some impact but emphasized their optimized supply chain and management practices to minimize effects [4]. - Kangtai Biological confirmed that it has no products exported to the U.S. and is focusing on markets along the Belt and Road [5]. Group 2: Industry Trends - The medical device industry in China is rapidly developing, with companies like Mindray Medical actively seeking alternatives for U.S. imported raw materials [5]. - Companies are increasingly focusing on domestic production and local supply chains to counteract potential tariff impacts [6][8]. - The vaccine industry in China is evolving, with companies like CanSino Biologics transitioning from followers to leaders in vaccine technology [8][9]. - The overall sentiment among Chinese pharmaceutical companies is that the current tariff situation presents an opportunity for domestic substitution and innovation [10][12].

Group 1 - A new wave of stock buybacks is occurring among A-share listed companies, coinciding with the latest portfolio adjustments of several billion-yuan fund managers [1][12] - Zhang Kun, deputy general manager of E Fund, sold 3 million shares of China Merchants Bank on April 29 due to exceeding the 10% limit of the fund's net asset value, amounting to approximately 127 million yuan [1][4] - Zhang Kun significantly increased his holdings in SF Express by 31.7 million shares during the first quarter of 2025 [1][5] Group 2 - Chen Hao, manager of E Fund's Quality Momentum Fund, increased his stake in Jianyou Co., a pharmaceutical stock, during April [1][7] - Fund managers Hu Xinwei and Gao Nan both increased their positions in durable consumer goods company Jiayi Co. [1][8] - Zhao Xiaodong, director of equity investment at Guohai Franklin Fund, increased his holdings in Huangjiu stock Guyue Longshan [1][10] Group 3 - The electronic and pharmaceutical industries topped the list of public fund research in April, with Luxshare Precision being the most favored stock, receiving over 100 research visits [1][12] - A total of 169 stocks received significant attention from public funds in April, with 22 stocks having research frequencies exceeding 50 times [1][12] - The electronic industry dominated the research focus, with Luxshare Precision receiving 182 visits, followed by other electronic stocks like Huidian Co. and Lanke Technology [1][13]

根据《上市公司股份回购规则》《上海证券交易所上市公司自律监管指引第 7 号——回购股份》等相关规定，现将董事会公告回购股份决议的前一个交易日 （2025 年 4 月 28 日）登记在册的前十大股东和前十大无限售条件股东的名称及 持股数量、比例情况公告如下： | 证券代码：603707 | 证券简称：健友股份 | 公告编号：2025-032 | | --- | --- | --- | | 债券代码：113579 | 债券简称：健友转债 | | 南京健友生化制药股份有限公司 关于回购股份事项前十大股东和前十大无限售条件 股东持股情况的公告 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个别及连带责任。 南京健友生化制药股份有限公司（以下简称"健友股份"或"公司"）于 2025 年 4 月 28 日召开了第五届董事会第十二次会议，审议通过了《关于拟通过集中 竞价方式回购股票的议案》。具体内容详见 2025 年 4 月 29 日披露于上海证券交 易所网站(www.sse.com.cn）的《健友股份关于以集中竞价方式回购股份的预案》 （公告编号： ...

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个别及连带责任。 南京健友生化制药股份有限公司（以下简称"健友股份"或"公司"）子公司Meitheal Pharmaceuticals, Inc. （以下简称"Meitheal"）于近日收到美国食品药品监督管理局（以下简称"美国FDA"）签发的米托蒽醌 注射液，20 mg/10 mL和25 mg/12.5 mL，多剂量（ANDA号：077356）生产场地转移批准信，批准在公 司子公司健进制药有限公司场地生产。现将相关情况公告如下： 三、对公司的影响 一、药品的基本情况 二、药品其他相关情况 公司于2025年4月29日收到美国FDA的通知，公司子公司Meitheal向美国FDA申报的米托蒽醌注射液， 20 mg/10 mL和25 mg/12.5 mL（ANDA号：077356）生产场地转移至健进制药有限公司的申请已获得批 准。 米托蒽醌注射液参比制剂为EMD SERONO INC持有，于1987年获得美国FDA批准上市，商品名为 NOVANTRONE。米托蒽醌注射液，20 mg/10 mL和2 ...

Core Viewpoint - The impact of the U.S. tariff policy on Chinese pharmaceutical companies is relatively limited, with many companies reporting normal operations and minimal effects from the tariffs [1][2][3][4][5]. Company Responses - Heng Rui Pharmaceutical stated that overseas sales account for only 2.56% of its revenue, indicating that U.S. tariffs will have a minimal impact on its business [1]. - Han Yu Pharmaceutical emphasized its diversified market layout, which mitigates risks from single market policy changes, and reported no significant impact from the tariffs [2]. - WuXi AppTec acknowledged that tariffs would have some effect but deemed it manageable, highlighting their optimized supply chain and global presence [3]. - Kang Tai Biological reported no exports to the U.S. and is focusing on markets along the Belt and Road, indicating a strategic shift to other regions [4]. - Mindray Medical confirmed that while some raw materials are imported from the U.S., they are taking measures to ensure supply safety and view the tariff impact as a one-time issue [4]. Industry Trends - The Chinese vaccine industry is rapidly developing, with companies like CanSino Biologics transitioning from followers to leaders in vaccine technology, focusing on domestic innovation [6][7]. - The overall sentiment among companies is that the tariff policy presents an opportunity for domestic product substitution, with many firms prepared to adapt to changing market conditions [5][8]. - Companies are increasingly focusing on technological innovation and expanding into emerging markets to counteract potential supply chain disruptions caused by tariffs [5][6][7].

Core Insights - A total of 749 companies released their 2024 annual reports on April 29, with 285 companies reporting a year-on-year increase in net profit, while 464 companies experienced a decline [1] - Among these, 363 companies saw a year-on-year increase in operating revenue, whereas 386 companies reported a decrease [1] - 187 companies, including Changchuan Technology, experienced simultaneous growth in both net profit and operating revenue, while 288 companies, such as ST Huicheng, saw declines in both metrics [1] - Notably, 73 companies reported a doubling of their performance growth, with Changchuan Technology leading at an impressive 915.14% increase in net profit [1] Company Performance Summary - Changchuan Technology (300604): - Earnings per share: 0.7300 - Net profit: 45,843.33 million - Net profit growth: 915.14% - Operating revenue: 364,152.60 million - Operating revenue growth: 105.15% [1] - Runbang Co., Ltd. (002483): - Earnings per share: 0.5500 - Net profit: 48,496.97 million - Net profit growth: 775.84% - Operating revenue: 822,398.85 million - Operating revenue growth: 14.50% [1] - Duku Culture (301025): - Earnings per share: 0.0400 - Net profit: 1,470.75 million - Net profit growth: 548.06% - Operating revenue: 40,551.23 million - Operating revenue growth: -6.61% [1] - Yahua Group (002497): - Earnings per share: 0.2231 - Net profit: 25,711.50 million - Net profit growth: 539.36% - Operating revenue: 771,567.62 million - Operating revenue growth: -35.14% [1] - Jianyou Co., Ltd. (603707): - Earnings per share: 0.5100 - Net profit: 82,614.49 million - Net profit growth: 536.09% - Operating revenue: 392,358.58 million - Operating revenue growth: -0.20% [1] - Yutong Optical (300790): - Earnings per share: 0.5600 - Net profit: 18,356.12 million - Net profit growth: 494.92% - Operating revenue: 274,335.54 million - Operating revenue growth: 27.90% [1] Additional Company Highlights - Huayu Mining (601020): - Earnings per share: 0.3200 - Net profit: 25,332.22 million - Net profit growth: 242.85% - Operating revenue: 161,382.37 million - Operating revenue growth: 85.27% [2] - Zhongxin Travel (002707): - Earnings per share: 0.1080 - Net profit: 10,591.85 million - Net profit growth: 228.18% - Operating revenue: 645,511.38 million - Operating revenue growth: 95.70% [2] - Keli Yuan (600478): - Earnings per share: 0.0469 - Net profit: 7,814.20 million - Net profit growth: 214.05% - Operating revenue: 393,817.33 million - Operating revenue growth: 6.30% [2] - Xizang Pearl (600338): - Earnings per share: 0.2512 - Net profit: 22,960.78 million - Net profit growth: 206.62% - Operating revenue: 163,947.82 million - Operating revenue growth: 11.64% [2] - De Rui Lithium (833523): - Earnings per share: 1.4900 - Net profit: 15,056.16 million - Net profit growth: 182.47% - Operating revenue: 51,999.25 million - Operating revenue growth: 50.12% [2]

证券代码：603707 证券简称：健友股份 公告编号：2025-025 南京健友生化制药股份有限公司 关于召开2024年年度股东大会的通知 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： (五)网络投票的系统、起止日期和投票时间。 网络投票系统：上海证券交易所股东大会网络投票系统 网络投票起止时间：自2025 年 5 月 20 日 至2025 年 5 月 20 日 一、 召开会议的基本情况 (一)股东大会类型和届次 2024年年度股东大会 (四)现场会议召开的日期、时间和地点 召开的日期时间：2025 年 5 月 20 日 14 点 00 分 召开地点：南京市高新开发区学府路 16 号公司会议室 股东大会召开日期：2025年5月20日 本次股东大会采用的网络投票系统：上海证券交易所股东大会网络投票 系统 (二)股东大会召集人：董事会 (三)投票方式：本次股东大会所采用的表决方式是现场投票和网络投票相结合的 方式 采用上海证券交易所网络投票系统，通过交易系统投票平台的投票时间为股 东大会召开当日的交易时间段，即 ...

第五届监事会第九次会议决议公告 本公司监事会及全体监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个别及连带责任。 | 证券代码：603707 | 证券简称：健友股份 | 公告编号：2025-016 | | --- | --- | --- | | 债券代码：113579 | 债券简称：健友转债 | | 南京健友生化制药股份有限公司 一、监事会会议召开情况 南京健友生化制药股份有限公司（以下简称"公司"或"本公司"）第五届 监事会第九次会议的通知已于 2025 年 4 月 18 日以电话及电子邮件的方式向各位 监事发出，会议于 2025 年 4 月 28 日上午 10 点在公司会议室召开。会议应到监 事 3 人，实到监事 2 人。监事王慧梅女士因个人原因无法出席，委托监事刘祖清 代为出席并投票表决。 会议由监事会主席刘祖清先生主持。本次会议召集、召开符合《中华人民共 和国公司法》及有关法律、法规和《公司章程》的规定。会议审议并通过了如下 议案： 二、监事会会议审议情况 会议审议并通过了如下议案： （一）审议通过了《2024 年监事会工作报告的议案》 本议案尚 ...

| 证券代码：603707 | 证券简称：健友股份 | 公告编号：2025-015 | | --- | --- | --- | | 债券代码：113579 | 债券简称：健友转债 | | 南京健友生化制药股份有限公司 第五届董事会第十二次会议决议公告 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个别及连带责任。 一、董事会会议召开情况 南京健友生化制药股份有限公司（以下简称"公司"）第五届董事会第十二 次会议的通知已于 2025 年 4 月 18 日以电话及电子邮件的方式向各位董事发出， 会议于 2025 年 4 月 28 日上午 9 点整在公司会议室召开。会议应到董事 6 人，实 到董事 5 人，其中独立董事 1 人，独立董事金毅先生因个人原因无法亲自出席会 议，委托独立董事崔国庆代为出席并投票表决。 本次会议由董事长唐咏群先生主持。本次会议召集、召开符合《中华人民共 和国公司法》及有关法律、法规和《公司章程》的规定。 二、董事会会议审议情况 会议审议并通过了如下议案： （一）审议通过了《2024 年度总经理工作报告》的议案 表决结 ...