Group 1 - The market experienced a rebound on June 4, with the ChiNext Index leading the gains. The total trading volume in the Shanghai and Shenzhen markets reached 1.15 trillion yuan, an increase of 11.6 billion yuan compared to the previous trading day [1] - The innovative drug concept remained active, with the Tianhong Innovative Drug ETF (517380) closing up 2.34%, reaching a peak price of 0.660 yuan, the highest since November 2023, and achieving a trading volume of nearly 20 million yuan, a two-year high [1] - The Tianhong Innovative Drug ETF (517380) has seen a year-to-date increase of 25.96% as of June 4, ranking first among all industry ETFs in the market [1] Group 2 - Changjiang Securities indicated that the valuation level of domestic innovative drugs is low, and some products have the potential to be the best in their class globally, supporting the outlook for innovative drugs to expand internationally and achieve premium valuations [2] - Guojin Securities emphasized that innovative drugs and certain semi-innovative drugs are key investment focuses, with upcoming policy changes and data releases expected to catalyze stock price movements [2] - Huafu Securities reported that the total transaction amount for innovative drug BD from 2020 to 2024 increased from 9.2 billion USD to 52.3 billion USD, with the upfront payment amount rising from 600 million USD to 4.1 billion USD [2]

Group 1 - The core viewpoint of the articles highlights the active performance of innovative drug ETFs, particularly Tianhong (517380), which has seen significant gains and is leading the market in terms of growth [1][2] - As of June 3, 2025, the Tianhong innovative drug ETF has accumulated a year-to-date increase of 23.08%, ranking first among all industry ETFs [1] - The Tianhong ETF tracks the Hang Seng Shanghai-Shenzhen-Hong Kong Innovative Drug Selected 50 Index, which includes leading innovative drug companies from the three regions, indicating a high concentration of innovation [1] Group 2 - In the first five months of 2025, the National Medical Products Administration approved over 20 first-class innovative drugs, setting a record for the same period in the past five years [2] - The recent acceleration in the approval of innovative drugs in China reflects a shift from "follow-up innovation" to "global leadership" in the pharmaceutical sector [2] - The innovative drug sector is expected to experience a valuation reshaping, with significant catalysts such as overseas business development and the ASCO conference driving interest in the sector [2]

截至6月3日收盘，重组蛋白概念上涨3.64%，位居概念板块涨幅第3，板块内，45股上涨，*ST万方涨 停，诺思兰德、科兴制药、海特生物等涨幅居前，分别上涨18.82%、14.97%、13.18%。跌幅居前的有 *ST苏吴、博瑞医药、西陇科学等，分别下跌4.78%、2.48%、1.42%。 今日涨跌幅居前的概念板块 | 概念 | 今日涨跌幅（%） | 概念 | 今日涨跌幅（%） | | --- | --- | --- | --- | | 中韩自贸区 | 4.23 | 特钢概念 | -0.93 | | 细胞免疫治疗 | 3.87 | 医疗废物处理 | -0.51 | | 重组蛋白 | 3.64 | 果指数 | -0.41 | | 足球概念 | 3.56 | 无线充电 | -0.39 | | 毛发医疗 | 3.51 | 光热发电 | -0.33 | | CRO概念 | 3.41 | 深圳国企改革 | -0.24 | | 创新药 | 3.38 | F5G概念 | -0.23 | | 培育钻石 | 3.11 | 租售同权 | -0.22 | | 仿制药一致性评价 | 3.08 | 一体化压铸 | -0.21 | | 眼 ...

Group 1 - The CRO concept index rose by 3.41%, ranking 6th among concept sectors, with 59 stocks increasing in value [1] - Leading stocks in the CRO sector included Lianhua Technology and Hehua Co., which hit the daily limit, while Tianyu Co. and Haitai Bio saw significant gains of 19.72% and 13.18% respectively [1] - The stocks with the largest declines included *ST Shuangcheng, Fosun Pharma, and Kailai Ying, which fell by 3.08%, 0.39%, and 0.24% respectively [1] Group 2 - The CRO sector experienced a net inflow of 0.45 billion yuan, with 25 stocks receiving net inflows, and 14 stocks attracting over 10 million yuan [2] - Hehua Co. led the net inflow with 1.68 billion yuan, followed by Lianhua Technology and Haoyuan Pharmaceutical with net inflows of 834.83 million yuan and 749.80 million yuan respectively [2] - The top stocks by net inflow ratio included Hehua Co. at 28.79%, Haoyuan Pharmaceutical at 12.05%, and Nearshore Protein at 11.73% [3] Group 3 - The trading volume and turnover rates for leading stocks in the CRO sector were notable, with Hehua Co. achieving a turnover rate of 18.47% and Lianhua Technology at 13.17% [3] - Other significant stocks included Yaosheng Technology and Sichuan Shuangma, which also showed positive performance with gains of 5.21% and 5.29% respectively [3] - Stocks like Tianyu Co. and Ruizhizhi Pharmaceutical had substantial trading activity, with Tianyu Co. rising by 19.72% and Ruizhizhi Pharmaceutical by 13.15% [5]

Core Viewpoint - The article discusses the recent shareholding changes of Su Xin Fund and Zhen Jin Investment in Hao Yuan Pharmaceutical, highlighting their reduction in shareholding and the company's financial performance expectations for 2024 [1][3][4]. Shareholding Changes - Su Xin Fund's shareholding has decreased to 10.548 million shares, representing 5% of the company, thus no longer being a major shareholder [1] - Su Xin Fund plans to reduce up to 6.3288 million shares, accounting for 3% of the total share capital, from March 18 to June 17 [2] - Zhen Jin Investment has completed its reduction of 3.1955 million shares, which is 1.51% of the total share capital, from February 28 to May 22 [2][3] Financial Performance Expectations - Hao Yuan Pharmaceutical anticipates a revenue of CNY 2.1 billion to CNY 2.3 billion for 2024, reflecting a year-on-year growth of 11.70% to 22.34% [4] - The expected net profit attributable to shareholders is projected to be between CNY 185 million and CNY 210 million, indicating a growth of 45.16% to 64.77% [4] - The company attributes its profit growth to the strong performance of its high-margin life science reagent business, which has seen an increase in revenue share compared to 2023 [4] Market Performance - As of May 30, Hao Yuan Pharmaceutical's stock price increased by 15.26% to CNY 44.10 per share, with a market capitalization of CNY 9.303 billion, and has risen over 107% in the past year [5] - The stock's trading volume on the last trading day was 13.5295 million shares, with a turnover rate of 6.56% [6]

上海皓元医药股份有限公司 简式权益变动报告书 上市公司名称：上海皓元医药股份有限公司 股票上市地点：上海证券交易所 股票简称：皓元医药 股票代码：688131 信息披露义务人：苏民投君信（上海）产业升级与科技创新股权投资合伙企业（有限 合伙） 公司住所及通讯地址：上海市黄浦区中山南路 100 号三层 02 单元 股份变动性质：股份减持、持股比例降至 5% 签署日期：2025 年 5 月 30 日 信息披露义务人声明 一、信息披露义务人依据《中华人民共和国证券法》（以下简称"《证券法》"）、 《上市公司收购管理办法》（以下简称"《收购办法》"）、《公开发行证券公司信息披露 内容与格式准则第 15 号——权益变动报告书》（以下简称"《准则 15 号》"）及其他相 关的法律、法规和规范性文件的有关规定编写本报告书。 二、信息披露义务人签署本报告书已获得必要的授权和批准，其履行亦不违反信 息披露义务人章程或内部规则中的任何条款，或与之相冲突。 企业名称 资合伙企业（有限合伙） 注册地址 上海市黄浦区中山南路 100 号三层 02 单元 执行事务合伙人 君信（上海）股权投资基金管理有限公司 出资额 116,100.00 ...

Core Viewpoint - The announcement details a reduction in shareholding by a major shareholder of Shanghai Haoyuan Pharmaceutical Co., Ltd., specifically the Su Min Investment Junxin (Shanghai) Industrial Upgrade and Technology Innovation Equity Investment Partnership (Limited Partnership), which has decreased its stake to below 5% as part of a previously disclosed share reduction plan [1][2][3] Summary by Sections 1. Basic Information of the Shareholder - The shareholder involved is Su Min Investment Junxin (Shanghai) Industrial Upgrade and Technology Innovation Equity Investment Partnership (Limited Partnership) with a registered address in Shanghai and a capital contribution of RMB 1.161 billion [1][2] 2. Details of the Shareholding Change - The shareholder has reduced its holdings by 2,031,426 shares, which accounts for 0.96% of the company's total share capital [1][2] - Post-reduction, the shareholder holds 10,547,990 shares, representing 5.00% of the total shares, down from 12,579,416 shares or 5.96% prior to the reduction [2][3] 3. Impact of the Shareholding Change - The reduction in shareholding does not trigger a mandatory tender offer and will not result in a change of the company's controlling shareholder or actual controller [1][3] - The company's governance structure and ongoing operations are not expected to be significantly affected by this change [3]

上海皓元医药股份有限公司 简式权益变动报告书 上市公司名称：上海皓元医药股份有限公司 股票上市地点：上海证券交易所 股票简称：皓元医药 股票代码：688131 信息披露义务人：苏民投君信（上海）产业升级与科技创新股权投资合伙企业（有限 合伙） 公司住所及通讯地址：上海市黄浦区中山南路 100 号三层 02 单元 股份变动性质：股份减持、持股比例降至 5% 签署日期：2025 年 5 月 30 日 | 第一节 | 释义 | 4 | | --- | --- | --- | | 第二节 | 信息披露义务人介绍 | 5 | | 第三节 | 权益变动的目的及持股计划 | 6 | | 第四节 | 权益变动方式 | 7 | | 第五节 | 前六个月内买卖上市公司股份的情况 | 8 | | 第六节 | 其他重要事项 | 9 | | 第七节 | 备查文件 | 10 | | 信息披露义务人声明 | | 11 | | 附表 | | 12 | 1 信息披露义务人声明 一、信息披露义务人依据《中华人民共和国证券法》（以下简称"《证券法》"）、 《上市公司收购管理办法》（以下简称"《收购办法》"）、《公开发行证券公司信息披露 内容与格式 ...

| 证券代码：688131 | 证券简称：皓元医药 | 公告编号：2025-071 | | --- | --- | --- | | 转债代码：118051 | 转债简称：皓元转债 | | 上海皓元医药股份有限公司 关于持股 5%以上股东持股比例降至 5%的权益变动 提示性公告 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、准确性和完整性依法承担法律责任。 重要内容提示： 本次权益变动属于上海皓元医药股份有限公司（以下简称"公司"）持 股 5%以上股东苏民投君信（上海）产业升级与科技创新股权投资合伙企业（有 限合伙）（以下简称"苏信基金"）履行此前已披露的减持股份计划，不触及要 约收购。 本次权益变动后，苏信基金持有公司股份 10,547,990 股，持股比例降至 5.00%，不再是持有公司 5%以上股份的股东。 本次权益变动不会导致公司控股股东、实际控制人发生变化。 公司于 2025 年 5 月 30 日收到苏信基金出具的《简式权益变动报告书》，现 将其本次权益变动情况公告如下： 一、本次权益变动的基本情况 | 股东名称 | 股份种 类 | 变动日期 | ...

| 证券代码：688131 | 证券简称：皓元医药 | 公告编号：2025-070 | | --- | --- | --- | | 转债代码：118051 | 转债简称：皓元转债 | | 上海皓元医药股份有限公司 关于可转债投资者适当性要求的风险提示性公告 公司现就本次向不特定对象发行可转换公司债券，对不符合上海证券交易所 科创板股票投资者适当性要求的投资者所持"皓元转债"不能转股的风险，提示 如下： 一、可转换公司债券发行上市概况 （一）可转债发行情况 经中国证券监督管理委员会《关于同意上海皓元医药股份有限公司向不特定 对象发行可转换公司债券注册的批复》（证监许可[2024]1289 号）同意，公司向 不特定对象发行 82,235.00 万元的可转换公司债券，期限 6 年，每张面值为人民 币 100 元，发行数量为 822,350 手（8,223,500 张）。本次发行的募集资金总额为 人民币 822,350,000.00 元，扣除不含税的发行费用 10,612,390.15 元，实际募集资 金净额为 811,737,609.85 元。 （二）可转债上市情况 经上海证券交易所自律监管决定书[2024]168 ...