Group 1 - The core viewpoint highlights the active trading and significant growth of the Science and Technology Innovation (Sci-Tech) Pharmaceutical ETF managed by Harvest, with a turnover rate of 21.72% and a transaction volume of 47.63 million yuan on July 31 [2] - Over the past week, the Sci-Tech Pharmaceutical ETF has seen an average daily transaction volume of 53.21 million yuan, ranking first among comparable funds [2] - The fund's scale increased by 16.78 million yuan in the past week, also leading among comparable funds, with a share increase of 12.50 million shares [2] Group 2 - The fund has attracted a total of 14.72 million yuan in inflows over the last five trading days [2] - As of July 31, the net value of the Sci-Tech Pharmaceutical ETF has risen by 48.77% over the past year, ranking 350 out of 2943 in the index stock fund category, placing it in the top 11.89% [2] - The fund's highest monthly return since inception was 23.29%, with the longest consecutive monthly gain being six months and a maximum increase of 41.76% [2] Group 3 - The top ten weighted stocks in the Shanghai Stock Exchange Sci-Tech Innovation Board Biopharmaceutical Index account for 49.14% of the index, with leading companies including United Imaging Healthcare and BeiGene [2] - The stock performance of the top ten companies shows mixed results, with some stocks experiencing slight declines while others have positive growth [4] Group 4 - The National Healthcare Security Administration has established a "new drug first launch price mechanism" to encourage drug research and innovation, marking a significant policy development [4] - The pharmaceutical and biotech sectors are expected to benefit from a high level of innovation and a potential revaluation of value stocks, with recommendations for companies in the Pharma and Biopharma/Biotech sectors [5] - The medical device industry is also anticipated to benefit from policy optimizations, with recent statements from relevant authorities supporting innovation and addressing issues of internal competition [5]

证券之星消息，7月30日化学制药板块较上一交易日下跌0.01%，昂利康领跌。当日上证指数报收于 3615.72，上涨0.17%。深证成指报收于11203.03，下跌0.77%。化学制药板块个股涨跌见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | | --- | --- | --- | --- | --- | --- | --- | | 688189 | 南新制药 | 14.28 | 20.00% | 50.53万 | | 6.93亿 | | 688091 | 上海谊众 | 75.40 | 14.68% | 16.63万 | | 12.83亿 | | 000953 | 河化股份 | 8.02 | 10.01% | 49.98万 | | 3.89亿 | | 002675 | 东诚药业 | 17.60 | 10.00% | 21.04万 | | 3.66亿 | | 603367 | 辰欣药业 | 28.52 | 9.99% | 27.34万 | | 7.77亿 | | 605507 | 围邦医药 | 23.68 | 9.99% | 16.00万 | | 3.75亿 | ...

Group 1: ETF Performance - The liquidity of the Kexin Pharmaceutical ETF managed by Jiashi showed a turnover rate of 15.83%, with a trading volume of 35.2842 million yuan, indicating active market participation [3] - Over the past week, the Kexin Pharmaceutical ETF experienced a scale increase of 23.7936 million yuan, ranking first among comparable funds [3] - The ETF's net value increased by 59.34% over the past year, placing it in the top 10.34% of index equity funds [3] Group 2: Stock Performance - The top ten weighted stocks in the Shanghai Stock Exchange Science and Technology Innovation Board Biopharmaceutical Index account for 50.3% of the index, with leading stocks including United Imaging Healthcare and BeiGene [5] - Notable stock performances include United Imaging Healthcare with a rise of 1.61% and BeiGene with a rise of 0.50% [5] Group 3: Policy and Market Trends - The National Healthcare Security Administration held a meeting to discuss policies supporting innovative drug development, emphasizing the use of healthcare data resources to support "true innovation" in drug development [6] - The focus is on encouraging pharmaceutical companies to expand the breadth and depth of innovation while avoiding excessive competition within the industry [6] Group 4: Market Outlook - Aijian Securities maintains a bullish outlook on the innovative drug sector, predicting a continued bull market in pharmaceutical technology for the year, with a focus on key areas such as ADC and dual antibodies [6] - Investors without stock accounts can access opportunities in the biopharmaceutical sector through the Kexin Pharmaceutical ETF Jiashi linked fund [7]

融资融券数据显示，该股最新（7月29日）两融余额为4.15亿元，其中，融资余额为4.13亿元，较上一个 交易日增加680.66万元，增幅为1.67%；融券余额为164.21万元，较上一个交易日增加16.96万元，增幅 为11.52%。近10日两融余额合计减少1.14亿元，降幅为21.54%，其间融资余额下降21.62%，融券余额增 长5.10%。（数据宝） （文章来源：证券时报网） 科创板个股中，截至发稿上涨的共有158只，涨幅在5%以上的共有7只，涨幅较高的有上海谊众、南新 制药、*ST天微等，分别上涨20.00%、12.94%、6.86%，下跌的有424只，跌幅较大的有仕佳光子、悦康 药业、金橙子，分别下跌10.42%、6.09%、5.60%。 资金面上，上海谊众上一交易日主力资金净流入3001.34万元，近5日净流出3819.05万元。 7月30日盘中科创板股上海谊众涨停，截至09:35，股价报78.90元，成交4.01亿元，换手率2.56%，振幅 11.50%。 ...

Group 1 - The innovative drug concept remains active, with Shanghai Yizhong hitting a 20% limit up [1] - Nanxin Pharmaceutical increased by over 16% [1] - Dongcheng Pharmaceutical reached the limit up [1] Group 2 - Chenxin Pharmaceutical achieved a three-day consecutive board increase [1] - China Resources Double Crane and Asia-Pacific Pharmaceutical also saw significant gains [1]

Group 1 - The financing balance of the Sci-Tech Innovation Board increased by 115 million yuan compared to the previous day, marking an increase for eight consecutive trading days [1] - As of July 23, the total margin financing balance on the Sci-Tech Innovation Board reached 165.993 billion yuan, with a financing balance of 165.389 billion yuan [1] - There are 435 stocks on the Sci-Tech Innovation Board with a financing balance exceeding 100 million yuan, and 17 stocks have a financing balance over 1 billion yuan [1] Group 2 - The stock with the highest net financing purchase is Shangwei New Materials, with a latest financing balance of 26.818 million yuan, increasing by 94.9546 million yuan, and the stock rose by 19.73% on that day [2] - Other stocks with significant net purchases include Electric Wind Power and Haichuang Pharmaceutical, with net purchases of 66.8525 million yuan and 54.0988 million yuan, respectively [2] - The average increase for stocks with net purchases exceeding 10 million yuan was 0.84%, with Electric Wind Power and Shangwei New Materials leading the gains [2] Group 3 - The industry sectors favored by financing customers include pharmaceuticals, electronics, and machinery, with 13, 12, and 11 stocks respectively [2] - The average ratio of financing balance to circulating market value for stocks with significant net purchases is 4.49%, with Xinyu Ren having the highest ratio at 9.53% [2] - Other stocks with high financing balance ratios include Huahai Chengke, Yangguang Nuohuo, and Yinuosi, with ratios of 8.49%, 8.31%, and 8.00% respectively [2]

Core Viewpoint - Shanghai Kai Bao Pharmaceutical Co., Ltd. has reduced its shareholding in Shanghai Yi Zhong Pharmaceutical Co., Ltd. from 11.95% to 10.95% through a block transfer of 2,067,037 shares at a price of 53.98 yuan per share, which constitutes a 1% change in equity [1][3][5]. Shareholding Changes - After the transfer, Shanghai Kai Bao will hold 1,047,642 shares, representing 0.99% of the total share capital of Shanghai Yi Zhong [2][4]. - Prior to the transfer, Shanghai Kai Bao's shareholding was 12.01% of the total share capital [2][3]. Transfer Details - The total share capital of Shanghai Yi Zhong is 143,888,000 shares after a capital increase [2][4]. - The transfer was conducted through an inquiry process, with 11 institutional investors submitting valid bids, resulting in 8 investors being allocated shares [7][8]. Regulatory Compliance - The transfer process adhered to relevant laws and regulations, ensuring fairness and compliance with market standards [8].

证券代码：688091 证券简称：上海谊众 公告编号：2025-029 上海谊众药业股份有限公司 股东询价转让结果报告书暨持股 5%以上股东权益 变动触及 1%整数倍的提示性公告 上海凯宝药业股份有限公司（以下简称"上海凯宝"或"转让方"）保证向上 海谊众药业股份有限公司（以下简称"公司"或"上海谊众"）提供的信息内容不 存在任何虚假记载、误导性陈述或者重大遗漏，并对其真实性、准确性和完整性依 法承担法律责任。 本公司及董事会全体成员保证公告内容与信息披露义务人提供的信息一致。 重要内容提示: 本次询价转让的价格为53.98元/股，转让的股票数量为2,067,037股。 公司控股股东、实际控制人、董事、监事及高级管理人员未参与本次询 价转让。 本次权益变动为股份减持，不触及要约收购，本次转让不会导致公司控 股股东、实际控制人发生变化。 本次权益变动后，转让方上海凯宝药业股份有限公司持有公司股份比例 由占公司总股本的11.95%减少至10.95%，持有公司权益比例变动触及 1%的整数倍。 一、 转让方情况 (一)转让方基本情况 截至 2025 年 7 月 16 日，转让方所持公司股份的数量、比例情况如下： | ...

上海证券交易所： 国泰海通证券股份有限公司（以下简称"国泰海通"或"组织券商"）受委 托担任上海凯宝药业股份有限公司（以下简称"上海凯宝"或"转让方"）以向 特定机构投资者询价转让（以下简称"本次询价转让"）方式减持所持有的上海 谊众药业股份有限公司（以下简称"公司"或"上海谊众"）首次公开发行前已 发行股份的组织券商。 经核查，国泰海通就本次询价转让的股东、受让方是否符合《上海证券交易 所科创板上市公司自律监管指引第 4 号——询价转让和配售（2025 年 3 月修订）》 （以下简称"《询价转让和配售指引》"）要求，本次询价转让的询价、转让过 程与结果是否公平、公正，是否符合《询价转让和配售指引》的规定作出如下报 告说明。 一、本次询价转让概况 （一）本次询价转让出让方 截至 2025 年 7 月 16 日，转让方所持公司股份的数量、比例情况如下： | 序号 | 股东名称 | 持股数量（股） | 持股比例 | | --- | --- | --- | --- | | 1 | 上海凯宝 | 24,703,546 | 11.95% | 国泰海通证券股份有限公司 关于上海谊众药业股份有限公司 股东向特定机构投资者询 ...

Core Viewpoint - Shanghai Yizhong is facing significant performance pressure as its second-largest shareholder, Shanghai Kaibao, plans to reduce its stake amid high stock prices and declining earnings [2][9]. Shareholder Actions - On July 16, Shanghai Kaibao announced plans to sell up to 6.2011 million shares of Shanghai Yizhong, currently holding 24.7035 million shares, representing 11.95% of the company [2][4]. - This marks the second time Shanghai Kaibao has reduced its stake, having previously sold 1.0476 million shares in 2022 for approximately 97.2716 million yuan [2][8]. - As of July 17, Shanghai Yizhong's stock price was 67.9 yuan per share, reflecting a 70% increase year-to-date, with the current market value of Shanghai Kaibao's holdings around 1.677 billion yuan [4][9]. Company Performance - Shanghai Yizhong reported a revenue of 71.0322 million yuan in Q1 2025, a year-on-year increase of 3.39%, but net profit fell by 51.38% to 14.186 million yuan [3][10]. - The company experienced a significant decline in performance in 2024, with revenues dropping to 174 million yuan, a decrease of 51.83%, and net profit down 95.68% [10]. - The core product, paclitaxel micelles, was not included in the medical insurance directory until November 2024, impacting market access and sales performance [9][10]. Financial Metrics - In 2024, Shanghai Yizhong's sales and R&D expenses were 115 million yuan and 37.2037 million yuan, respectively, reflecting increases of 8.28% and 65.71% [10]. - For Q1 2025, sales and R&D expenses were 28.2088 million yuan and 9.2766 million yuan, accounting for 39.7% and 13.06% of total revenue [10].