3、广东发布《关于推动广东省造纸行业"反内卷"促进行业高质量发展的倡议书》，决杜绝低于成本的 倾销行为。 智通财经7月28日晚间新闻精选 1、国家育儿补贴制度实施方案公布，从2025年1月1日起，无论一孩、二孩、三孩，每年均可领取3600 元补贴，直至年满3周岁。 2、工信部：巩固新能源汽车行业"内卷式"竞争综合整治成效，加强光伏等重点行业治理，以标准提升 倒逼落后产能退出。 4、上海印发 《上海市进一步扩大人工智能应用的若干措施》，发放6亿元算力券；对租用智能算力的 主体予租金补贴；对自主智能算力设施部署项目予建设支持。 5、世名科技：公司实际控制人、董事长、总裁陆勇被采取留置措施。建设银行、工商银行纷纷接入阿 里AI。达华智能：因涉嫌信息披露违法违规 被中国证监会立案调查。药明康德：上半年净利润85.61亿 元 同比增长101.92%。20CM3天2板幸福蓝海：电影《南京照相馆》累计票房已超4.12亿元 超过最近一 个会计年度营业收入的50%。热景生物：公司基孔肯雅病毒IgG/IgM抗体检测试剂盒仅可作为科研试剂 适用于海关、疾控等应用场景的检测需求。 ...

Core Viewpoint - The innovative drug sector is expected to thrive in 2025, with significant capital inflow and a focus on products with overseas potential, leading to substantial stock price increases in this segment [1][3]. Group 1: Market Performance - From early 2025 to date, the innovative drug sector has seen an average increase of over 50%, with nearly 50 stocks rising more than 30% [1]. - The Hongtu Innovation Healthcare Fund has achieved a cumulative increase of nearly 64% since early 2025, outperforming the industry [1][5]. - Historical performance of the Hongtu Innovation Healthcare Fund shows a year-to-date return of 63.66%, ranking 92 out of 594 funds [2]. Group 2: Industry Trends - The long-term development trend of China's innovative drug sector remains strong, supported by national strategies and favorable capital market policies [3]. - The market for innovative drugs in China is projected to exceed 250 billion RMB in 2024, with expectations to grow to approximately 450 billion RMB by 2030 [3]. - The overall market size, including all aspects of the drug development chain, is expected to approach 5.5 trillion RMB by 2024 and surpass 20 trillion RMB by 2030 [3]. Group 3: Investment Strategy - The investment strategy of the Hongtu Innovation Healthcare Fund focuses on high-elasticity innovative drug companies, particularly those with significant clinical breakthroughs and potential for international market entry [7][11]. - Key investment targets include companies with promising clinical data and those that are expected to achieve commercial success through domestic market integration and overseas licensing [7][10]. - The fund manager has successfully captured structural opportunities in the pharmaceutical sector, leading to superior long-term performance compared to peers [12]. Group 4: Notable Stocks - Major holdings in the Hongtu Innovation Healthcare Fund include companies like Xinlitai, Shutaishen, and Yifang Biotechnology, which have shown significant price increases and promising clinical data [8][9]. - The fund emphasizes investments in companies with first-in-class (FIC) and best-in-class (BIC) potential, focusing on those that can disrupt current clinical supply [11][12]. Group 5: Future Outlook - The innovative drug sector is expected to continue its upward trajectory, driven by overseas licensing opportunities and supportive domestic policies [12]. - The ongoing global business development (BD) transactions and key clinical data releases are anticipated to catalyze further growth in high-value innovative drug companies [12].

（原标题：热景生物发生3笔大宗交易 合计成交1.33亿元） 7月24日热景生物大宗交易一览 | 成交量 （万 | 成交金 额 | 成交价 格 | 相对当日 收盘折溢 | 买方营业 | 卖方营业部 | | --- | --- | --- | --- | --- | --- | | 股） | （万 元） | （元） | 价 （%） | 部 | | | 51.00 | 7792.80 | 152.80 | -19.37 | 机构专用 | 国金证券股份有限公司上海浦东新区云鹃北路证券营 | | | | | | | 业部 | | 20.00 | 3056.00 | 152.80 | -19.37 | 机构专用 | 国金证券股份有限公司上海浦东新区云鹃北路证券营 业部 | | 16.00 | 2444.80 | 152.80 | -19.37 | 机构专用 | 国金证券股份有限公司上海浦东新区云鹃北路证券营 业部 | | | | | 注：本文系新闻报道，不构成投资建议，股市有风险，投资需谨慎。 | | | 证券时报•数据宝统计显示，热景生物今日收盘价为189.50元，上涨2.92%，日换手率为1.94%，成交额 为3.3 ...

今日(7月24日)A股共84只个股发生大宗交易，总成交17.94亿元，其中热景生物、上汽集团、国机重装 成交额居前，成交额依次为1.33亿元、1.05亿元、1.03亿元。 成交价方面，共11只股票平价成交，2只股票溢价成交，71只股票折价成交；民生银行、创维数字溢价 率居前，溢价率依次为0.39%、0.09%；广信科技、生物谷、瑞晟智能折价率居前，折价率依次为 30.66%、26.5%、22.25%。 机构专用席位买入额排名：热景生物(1.33亿元)、徐工机械(1.01亿元)、圣农发展(8827.5万元)、捷佳伟 创(6770.57万元)、上汽集团(5229万元)、晋控电力(4816万元)、润欣科技(3856.53万元)、兴业银行 (3664.53万元)、首华燃气(2975.17万元)、瑞迈特(1700.8万元)、浙农股份(1566.63万元)、华森制药 (1479.63万元)、何氏眼科(1444.67万元)、茶花股份(1389.7万元)、天银机电(1136.8万元)、海天瑞声(1120 万元)、复洁环保(914.14万元)、ST逸飞(718.25万元)、实朴检测(634.8万元)、晓鸣股份(604.41万元 ...

证券代码：688068 证券简称：热景生物 公告编号：2025-053 热景生物：关于持股 5%以上股东权益变动触及 1% 刻度的提示性公告 投资者周锌保证向本公司提供的信息真实、准确、完整，没有虚假记载、误导性 陈述或重大遗漏。 本公司董事会及全体董事保证公告内容与信息披露义务人提供的信息一致。 一、信息披露义务人的基本信息 1.身份类别 | 投资者名称 | 变动前股数 | 变动前比例 | 变动后股数 | 变动后比例 | 权益变动方 | | | 权益变动的 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | （万股） | | （%） | （万股） | （%） | 式 | | | 时间区间 | | 发生直接持股变动的主体： | | | | | | | | | | 周锌 | 680.6629 | 7.34% | 645.4549 | 6.96% | 集 中 竞 | | 价 | | | | | | | | √ | | | | | | | | | | 大 宗 交 | | 易 | 2025/7/18- | | | | | | | □ | | | 20 ...

AI基金农银医疗保健股票（000913）披露2025年二季报，第二季度基金利润1.42亿元，加权平均基金份额本期利润0.1565元。报告期内，基金净值增长率为 10.67%，截至二季度末，基金规模为14.41亿元。 该基金属于标准股票型基金，长期投资于医药医疗股票。截至7月17日，单位净值为1.875元。基金经理是梦圆，目前管理2只基金近一年均为正收益。其 中，截至7月17日，农银医疗保健股票近一年复权单位净值增长率最高，达38.71%；农银创新医疗混合最低，为37.57%。 基金管理人在二季报中表示，展望 2025 年，我们将投资关键词定义为创新+医疗 AI+自主可控+国企改革。 截至7月17日，农银医疗保健股票近三个月复权单位净值增长率为26.79%，位于同类可比基金28/54；近半年复权单位净值增长率为42.95%，位于同类可比基 金22/54；近一年复权单位净值增长率为38.71%，位于同类可比基金24/53；近三年复权单位净值增长率为-9.44%，位于同类可比基金24/46。 通过所选区间该基金净值增长率分位图，可以观察该基金与同类基金业绩比较情况。图为坐标原点到区间内某时点的净值增长率在同类基金中 ...

Core Viewpoint - The recent public fund reports reveal that high-performing funds have achieved impressive returns by focusing on sectors like innovative pharmaceuticals and new consumption, while also highlighting a trend towards thematic funds targeting niche markets [1][2][5]. Fund Performance and Holdings - High-performing funds have seen significant returns, with the Changcheng Pharmaceutical Industry Fund achieving a return rate of 102.52% this year, driven primarily by its focus on innovative pharmaceuticals [2]. - Many top-performing funds in the first half of the year are pharmaceutical-themed, including Zhongyin Hong Kong Stock Connect Pharmaceutical and Huashan Pharmaceutical Biotechnology [2][3]. - The top holdings of several funds have shifted towards technology and pharmaceuticals, with notable new additions like Zhongji Xuchuang and Xin Yisheng in the top ten holdings of the China Europe Digital Economy Mixed Fund [3]. Thematic Funds and Sector Focus - Some actively managed funds have undergone significant portfolio changes, with a complete overhaul of their top holdings to focus on emerging sectors like robotics and short dramas [4]. - The Tongtai Industry Upgrade Mixed Fund increased its stock position from 30% to 90% and shifted its focus to robotics, while the Tongtai Huile Mixed Fund transitioned to short drama and gaming stocks [4]. - Fund companies are launching numerous thematic products targeting specific high-growth sectors, such as controllable nuclear fusion and deep-sea technology, indicating a trend towards specialized investment strategies [5]. Market Outlook - Fund managers maintain a positive outlook for the equity market in the third quarter, with confidence in the performance of related sectors [6]. - The Changcheng Pharmaceutical Industry Fund manager anticipates growth in innovative pharmaceuticals driven by overseas licensing and domestic sales, while the Tongtai Industry Upgrade Fund manager expects significant opportunities in the robotics sector due to increased production and technological advancements [6].

Core Viewpoint - The innovative drug market is experiencing a surge in interest and investment, with significant inflows of capital and strong performance in related stocks [1][5]. Group 1: Market Performance - On July 15, the pharmaceutical ETF (562050) experienced a sharp increase during the opening auction, indicating heightened investor enthusiasm for innovative drugs [2][3]. - The ETF closed up 0.59% at 1.017 yuan per share, with a total trading volume of approximately 26.34 million yuan and a turnover rate of 22.94% [4]. - A-shares in innovative drugs have shown notable gains, with companies like ShenZhou Cell rising nearly 50% in the past month, and others like BoRui Medicine and Jilin AoDong increasing over 10% [5]. Group 2: Fund Performance and Strategy - The latest public fund reports reveal a significant shift towards innovative drugs, with the Changcheng Pharmaceutical Industry Selected Fund achieving over 90% returns, increasing its scale nearly 30 times in the second quarter [6][9]. - The fund manager of Yongying Medical Health Fund indicated a complete portfolio overhaul towards innovative drugs, with top holdings including ShuTaiShen and Rejing Biology, the latter seeing a staggering 443.59% increase this year [6][7]. - The Changcheng fund plans to continue focusing on innovative drugs in the third quarter, emphasizing clinical data, overseas licensing, and domestic sales growth [8]. Group 3: Policy and Market Trends - The innovative drug sector is benefiting from favorable policy developments, with the National Medical Insurance Bureau initiating adjustments to the drug catalog for 2025 [10]. - Data shows that the total amount for Chinese innovative drug licenses reached nearly 66 billion USD in the first half of 2025, surpassing the total for 2024, indicating a rapid rise in global competitiveness [11]. - The current market rally is primarily driven by clinical results and expectations for overseas licensing, with a focus on companies that have the potential for international expansion and those that have successfully transformed [11].

Group 1 - The core viewpoint of the article highlights the performance of public funds in the second quarter of 2025, with a focus on the innovative drug sector and the significant increase in short-term bond fund shares [1][4] - The first report from the outstanding fund manager Liang Furui shows a cumulative net value growth rate of 75.18% for the Changcheng Pharmaceutical Industry Select Fund, making it the second-best performing equity fund in the first half of the year [2] - Liang Furui's report indicates that the innovative drug development will focus on overseas licensing and domestic sales expansion in the third quarter, with a continued emphasis on clinical data, pipeline licensing, and sales growth [3] Group 2 - Several short-term bond funds have seen a significant increase in shares during the second quarter, with the Debang Short Bond Fund's total shares rising to 5.482 billion, an increase of over 30 billion shares, representing a growth of over 125% [4] - The fund managers of Dongfanghong Yixin Pure Bond and Dongfanghong Short Bond report that the next phase will focus on benefiting from internal liquidity easing, with a core strategy of investment-grade leverage and duration trading [4][5] - The Debang Short Bond Fund managers express concerns about external demand pressures and the potential slowdown of the "old-for-new" subsidy policy, while maintaining a positive outlook for the bond market in the third quarter [5]

Group 1: Market Overview - US stock markets rose, with the Dow Jones up 0.43%, Nasdaq up 0.09%, and S&P 500 up 0.27%. Notable stock movements included Tesla rising 4.73% and Nvidia up 0.75% [1] - The Shanghai Composite Index reached a new high, boosting market confidence and potentially attracting more capital into the market, with expectations of a continued upward trend [3] Group 2: Industry Insights - The ice-making industry in Henan is experiencing a surge in demand due to high temperatures, with some factories producing nearly 300 tons of ice daily, leading to a doubling of sales. The market for ice products is projected to exceed 63 billion yuan by 2026 [4] - Coal futures saw a significant increase, with coking coal rising 3.98% and coking coal up 3.44%. The demand for coal is expected to rise due to seasonal factors and policy changes aimed at reducing excess production capacity [5] - JD.com is entering the short drama market, indicating a strategic focus on this growing sector, with competitive salaries offered to attract top talent [5][6] - The micro-short drama market in China is projected to reach 505 billion yuan by 2024, surpassing annual box office revenues for films, with a compound annual growth rate of 19.2% expected [6] Group 3: Company Announcements - Baosteel plans to adjust the price of rare earth concentrate for Q3 2025 to 19,109 yuan per ton [9] - Guosheng Financial Holdings expects a net profit of 150 million to 220 million yuan for the first half of the year, a year-on-year increase of 236.85% to 394.05% [9] - The expected net profit for Sailyus in the first half of the year is between 2.7 billion to 3.2 billion yuan, reflecting a significant year-on-year increase of 66.20% to 96.98% [9] - WuXi AppTec anticipates an adjusted net profit of approximately 6.315 billion yuan for the first half of the year, a year-on-year increase of about 44.43% [9] Group 4: Emerging Technologies - Chengdu Hanhai Fusion Energy is set to witness a milestone event on July 18, marking the completion of China's first linear fusion device, HHMAX-901, which signifies a major breakthrough in the commercialization of controlled nuclear fusion [8]