每经AI快讯，10月24日，CRO指数盘中走强，日涨幅达2.01%。成分股多数上涨，博腾股份领涨 5.40%，九洲药业涨4.52%，毕得医药上涨4.31%，皓元医药跟涨4.15%，康龙化成涨幅3.59%。 ...

Core Viewpoint - The pharmaceutical and biotechnology industry is showing strong performance in Q3, with several companies reporting significant year-on-year growth in net profit, particularly in the traditional Chinese medicine sector and contract research organizations (CROs) [1][2][6]. Group 1: Company Performance - Over 50 pharmaceutical and biotechnology companies have disclosed their Q3 reports, with Teva Pharmaceutical, Fujilay, and Wohua Pharmaceutical leading in net profit growth rates of 985.18%, 430.16%, and 179.34% respectively [1][2]. - Teva Pharmaceutical reported a revenue of 692 million yuan, a 51.86% increase year-on-year, with net profit reaching 65.2 million yuan, up 985.18% [2]. - Wohua Pharmaceutical achieved a revenue of 625 million yuan, an 8.31% increase, with a net profit of 63.99 million yuan, reflecting a 179.34% growth [2]. Group 2: Industry Trends - The CRO and CDMO sectors are expected to continue their positive performance from the first half of the year, with several segments like traditional Chinese medicine, medical devices, and raw materials also showing good results [1][6]. - Companies like Mindray Medical anticipate a positive growth trajectory in both domestic and international markets, with expectations of improved revenue from Q3 onwards [4]. - The overall demand in the domestic pharmaceutical market is gradually recovering, particularly in early-stage research and development [5]. Group 3: Future Outlook - Analysts are optimistic about the innovation drug sector, which is expected to maintain high revenue growth and continue to reduce losses, with a focus on companies showing signs of performance improvement [6][7]. - The market is advised to pay attention to segments like medical devices and traditional Chinese medicine, which are projected to rebound in 2025 [7].

| 代码 | 名称 | 收盘价 | 涨跌幅 | 成交重(手) | 成交额(元) | | --- | --- | --- | --- | --- | --- | | 301293 | 三博脑科 | 57.19 | -4.67% | 11.85万 | 6.89 Z | | 301201 | 诚达药业 | 33.98 | -4.50% | 6.68万 | 2.30亿 | | 688131 | XD皓元医 | 79.90 | -2.07% | 3.07万 | 2.46 Z | | 301333 | 诺恩格 | 49.66 | -2.05% | 1.38万 | 6893.81万 | | 603127 | 昭衍新药 | 32.67 | -1.83% | 11.93万 | 3.95 Z | | 000710 | 贝瑞基因 | 13.00 | -1.66% | 8.30万 | 1.09亿 | | 301257 | 普蕊斯 | 43.04 | -1.51% | 1.24万 | 5407.35万 | | 603456 | 九洲药业 | 19.04 | -1.50% | 18.31万 | 3.50亿 | | 002821 | 凯莱 ...

BD 密集落地，持续关注创新药械产业链 [Table_Industry] 医药 ——国泰海通医药 2025 年 10 月第三周周报 本报告导读： 近期 BD 密集落地，持续关注创新药械及产业链。 投资要点： 票 研 究 证 券 研 究 报 告 [table_Authors] 2025-10-21 [Table_Summary] 持续关注创新药械及产业链。创新药高景气，持续关注价值有望迎 来重估的 Pharma，重点标的：恒瑞医药、翰森制药、三生制药、长 春高新、华东医药、恩华药业，相关标的：石药集团；持续关注创 新管线逐步兑现、业绩进入放量期的 Biopharma/ Biotech，重点标的 科伦博泰生物、新诺威、百利天恒、映恩生物、京新药业、特宝生 物、我武生物、艾力斯，相关标的：信达生物；关注受益创新，景 气度修复的 CXO 及制药上游，重点标的：皓元医药、百普赛斯、药 明康德、药明合联、泰格医药；关注有望迎来复苏的医疗器械龙头， 如微创医疗、联影医疗、乐普医疗、惠泰医疗。 近期多起 BD 密集落地，有望催化创新药行情。近期多起创新药领 域 BD 密集落地，如 10 月 16 日普瑞金宣布与 Kite 达 ...

Group 1 - The core viewpoint is that the A-share innovative drug concept stocks are experiencing a significant upward trend, with notable increases in stock prices for several companies [1] - Iwubio has seen a rise of over 10% in its stock price [1] - Haoyuan Pharmaceutical has increased by over 9% [1] - Other companies such as Fuxiang Pharmaceutical, Changshan Pharmaceutical, and Medici have also shown upward movement in their stock prices [1]

Core Viewpoint - The 中证1000ETF增强 (561280) experienced a decline of 1.74% as of the midday close on October 17, with a trading volume of 3.3679 million yuan [1] Group 1: Fund Performance - The fund's performance benchmark is the 中证1000 index return [1] - Since its establishment on August 31, 2023, the fund has achieved a return of 49.67% [1] - The fund's return over the past month is 1.29% [1] Group 2: Major Holdings Performance - Major holdings in the fund include: - 湘电股份, down 4.14% [1] - 皓元医药, down 2.57% [1] - 新强联, down 2.89% [1] - 楚江新材, down 5.82% [1] - 南威软件, down 0.33% [1] - 臻镭科技, down 3.22% [1] - 振芯科技, down 2.67% [1] - 应流股份, down 5.67% [1] - 虹软科技, down 2.56% [1] - 博俊科技, down 3.06% [1]

Core Viewpoint - The performance of the Zhongzheng 1000 ETF Enhanced (561280) has shown a slight decline at the opening, with a reported drop of 0.47% to 1.490 yuan, reflecting market volatility and investor sentiment [1] Group 1: Fund Performance - The Zhongzheng 1000 ETF Enhanced (561280) has a performance benchmark based on the Zhongzheng 1000 Index return [1] - Since its establishment on August 31, 2023, the fund has achieved a return of 49.67% [1] - Over the past month, the fund has recorded a return of 1.29% [1] Group 2: Major Holdings - Key stocks in the fund include: - Xiangdian Co., Ltd. with a decline of 0.40% - Haoyuan Pharmaceutical down by 0.50% - New Qianglian up by 0.14% - Chujian New Materials down by 2.91% - Nanwei Software down by 0.42% - Zhenlei Technology up by 0.21% - Zhenxin Technology down by 0.42% - Yingliu Co., Ltd. down by 0.47% - Hongsoft Technology down by 0.57% - Bojun Technology up by 0.38% [1]

Core Viewpoint - The performance of the Zhongzheng 1000 ETF Enhanced (561280) shows a slight decline of 0.53% as of the midday close, indicating market volatility and mixed performance among its constituent stocks [1] Group 1: Fund Performance - The Zhongzheng 1000 ETF Enhanced (561280) closed at 1.505 yuan with a trading volume of 3.3888 million yuan [1] - Since its establishment on August 31, 2023, the fund has achieved a return of 51.06%, with a monthly return of 3.28% [1] Group 2: Stock Performance - Among the top holdings, Xiangdian Co. fell by 1.99%, while Haoyuan Pharmaceutical rose by 2.10% [1] - Other notable stock movements include: Xinqianglian down 0.27%, Chujian New Materials up 7.18%, Nanwei Software down 1.95%, Zhenlei Technology down 2.95%, Zhenxin Technology down 1.10%, Yingliu Co. up 7.01%, Hongsoft Technology down 1.67%, and Bojun Technology down 0.72% [1]

10月15日，皓元医药涨5.06%，截至发稿，报76.38元/股，成交2.22亿元，换手率1.40%，总市值162.00 亿元。 资料显示，上海皓元医药股份有限公司位于上海市浦东新区张衡路1999弄3号楼，成立日期2006年9月30 日，上市日期2021年6月8日，公司主营业务涉及小分子药物发现领域的分子砌块和工具化合物的研发, 以及小分子药物原料药、中间体的工艺开发和生产技术改进,为全球医药企业和科研机构提供从药物发 现到原料药和医药中间体的规模化生产的相关产品和技术服务。主营业务收入构成为：分子砌块、工具 化合物和生化试剂68.97%，其中:产品销售63.42%，原料药和中间体、制剂30.46%，其中:技术服务 5.55%，其他(补充)0.57%。 国泰创新医疗混合发起A（018159）基金经理为邱晓旭。 截至发稿，邱晓旭累计任职时间3年62天，现任基金资产总规模8.71亿元，任职期间最佳基金回报 19.63%， 任职期间最差基金回报0.83%。 风险提示：市场有风险，投资需谨慎。本文为AI大模型自动发布，任何在本文出现的信息（包括但不 限于个股、评论、预测、图表、指标、理论、任何形式的表述等）均只作为参 ...

Core Viewpoint - Haoyuan Pharmaceutical announced a cash dividend distribution plan for the first half of 2025, proposing a cash dividend of 0.08 yuan per share (tax included) [2] Summary by Category Dividend Announcement - The cash dividend of 0.08 yuan per share is set to be distributed to shareholders [2] - The record date for the dividend is October 21, 2025, with the ex-dividend date and payment date both on October 22, 2025 [2]