每经AI快讯，有投资者在投资者互动平台提问：公司号称服务了adc企业中的95%的企业，请问是公司 adc项目覆盖了具备adc项目的企业的95%吗？毕竟公司还有一大堆试剂每年服务对象几万家，另外一个 企业又有非常多的管线项目，总不能把试剂服务的企业或者非adc项目也统计到adc企业中的95%？ （记者 王晓波） 皓元医药（688131.SH）8月13日在投资者互动平台表示，据不完全统计，2024年至今，XDC出海交易 金额高达280亿美元，交易数量达到27笔之多。其中，22家ADC出海的国内公司中，皓元医药服务了超 过95%的此类客户，合作形式包括ADC小分子部分的技术服务与中间体产品供应。 凭借在ADC领域多 年的深耕和积累，公司在ADC业务小分子领域形成了较强竞争优势。2024年，公司承接的ADC项目数 超过了110个，活跃客户近千家，截至2025年3月底，公司申请ADC相关的国内发明专利12项，国际发 明专利2项，完成了13个与ADC药物相关的小分子产品美国FDA DMF的备案。 ...

格隆汇8月13日丨皓元医药(688131.SH)在投资者互动平台表示，公司的创新药相关业务，主要服务模式 包括为客户提供创新药物临床申报所需的质量研究以及样品制备服务、为客户提供临床前或者临床阶段 原料药或中间体的生产制备服务以及已上市专利药的中间体商业化生产服务。截至2024年末，公司创新 药累计承接了892个项目，主要布局在中国、日本、韩国、美国和欧洲市场，处于临床前及临床I期项目 居多，部分产品已进入临床II期、临床III期或者新药上市申报阶段，有力助推了全球创新药研发产业的 进程，未来随着客户项目研究的不断推进，公司项目所处研发阶段也会逐渐往下游延伸。 ...

天眼查商业履历信息显示，上海皓元医药股份有限公司，成立于2006年，位于上海市，是一家以从事科 技推广和应用服务业为主的企业。企业注册资本21095.9781万人民币，实缴资本743.5514万人民币。公 司法定代表人为郑保富。 通过天眼查大数据分析，上海皓元医药股份有限公司共对外投资了14家企业，参与招投标项目17次，知 识产权方面有商标信息64条，专利信息89条，此外企业还拥有行政许可118个。 金融界消息 截至2025年8月13日收盘，皓元医药（688131）报收于54.88元，上涨3.82%，换手率 3.55%，成交量7.53万手，成交金额4.11亿元。 资金流向方面，今日主力资金净流入3813.19万元，占比成交额9.28%。其中，超大单净流入1149.94万 元、占成交额2.8%，大单净流入2663.25万元、占成交额6.48%，中单净流出流入300.64万元、占成交额 0.73%，小单净流出4113.84万元、占成交额10.02%。 皓元医药最新一期业绩显示，截至2025一季报，公司营业总收入6.06亿元、同比增长20.05%，归属净利 润6238.44万元，同比增长272.28%，扣非净利润5 ...

Core Viewpoint - China's innovative pharmaceuticals have transitioned from being followers to key players in global medical innovation, achieving significant breakthroughs in core treatment areas such as metabolic diseases and oncology, with a surge in new drug approvals and international progress [1][3]. Group 1: Market Trends - The attention of A-share investors towards innovative pharmaceuticals has significantly increased this year, with numerous companies actively disclosing their R&D and clinical progress [2]. - The total value of license-out transactions for innovative drugs in China is projected to exceed $60 billion by mid-2025, surpassing the total for 2024, with 16 transactions exceeding $1 billion each [3]. - The market size of China's innovative drugs reached 679 billion yuan in 2022, expected to exceed 1 trillion yuan by 2026 and reach 1.12 trillion yuan by 2027 [6]. Group 2: International Expansion - Chinese innovative drug companies are accelerating their international business, with 81 companies generating over 100 billion yuan in overseas revenue from 2022 to 2024, accounting for more than 14% of their total revenue [7]. - The proportion of China's innovative drug transactions in the global market has increased from 10.8% in 2015 to approximately 52.5% by August 2023 [6]. Group 3: Policy and Financial Support - The Chinese government has implemented policies to support the high-quality development of innovative drugs, significantly reducing the time from drug approval to inclusion in the medical insurance directory from about 5 years to approximately 1 year [8]. - From 2015 to 2024, the financing in China's innovative drug sector exceeded 1.23 trillion yuan, providing strong momentum for industry growth [9]. Group 4: R&D Investment - The number of companies in the pharmaceutical and biotechnology sector has increased from over 220 in 2015 to nearly 500 currently, with R&D investment in the sector exceeding 140 billion yuan in 2024, a fivefold increase since 2015 [9]. - Among the 81 innovative drug companies, R&D investment rose from approximately 8.8 billion yuan in 2015 to over 57.8 billion yuan in 2024, with R&D intensity increasing from 3.29% to 8.04% [9]. Group 5: Company Developments - Companies such as Betta Pharmaceuticals and Rundu Co. have reported significant advancements in their innovative drug pipelines, with Betta's drug expected to be approved by June 2025 and Rundu's drug completing phase III clinical trials [12]. - The stock performance of companies involved in innovative drugs has surged, with some companies experiencing average increases of over 50% since May 1, 2023 [13]. Group 6: Institutional Interest - 13 companies have received significant institutional interest this year, with some experiencing over 30% increase in financing, indicating strong market confidence in innovative drug investments [14]. - Companies like BeiGene and TaiGen Biotechnology are projected to see substantial profit growth in 2025 and 2026, with BeiGene potentially turning profitable this year [15].

禾望电气：上半年净利润2.43亿元 同比增长56.79% 8月7日晚，禾望电气（603063）发布2025年半年度报告，公司上半年实现营业收入18.84亿元，同比增 长36.39%；实现归属于上市公司股东的净利润2.43亿元，同比增长56.79%。 资料显示，禾望电气成立于2007年4月，主营业务是销售风电变流器、光伏逆变器以及风电变流器、光 伏逆变器产品的模块、配件、变频器、电站工程建造服务、提供技术咨询服务和电站运维服务等产品及 服务。 所属行业：电力设备–风电设备–风电零部件 吉电股份：1507.93MW风电项目获核准 8月7日晚，吉电股份（000875）发布公告称，公司收到贵州省能源局的项目核准通知，公司 1507.93MW风电项目获得核准。主要受此影响，2025年公司累计新增核准项目容量1607.93MW，达到 公司上年度总装机容量的10%以上。 资料显示，吉电股份成立于1997年11月，主营业务是火电、水电、新能源的研发、生产和销售。 所属行业：公用事业–电力–电能综合服务 南亚新材：上半年净利润8719.02万元 同比增长57.69% 8月7日晚，南亚新材（688519）发布2025年半年度报告 ...

皓元医药(688131.SH)今日盘中一度跌3.94%至52.16元。皓元医药公告称，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)因自身资 金需求，拟通过集中竞价或大宗交易的方式减持不超过6,362,959股公司股份，拟减持比例不超过公司当前总股本的3%。减持期间为2025年8月29日至2025年 11月28日。(格隆汇) ...

格隆汇8月7日｜A股市场CRO板块集体回调，截至半日收盘，海特生物跌超6%，美迪西、诺思格、鸿 博医药、联化科技、成都先导、药明康德、昭衍新药、皓元医药跌超3%。 ...

Core Viewpoint - The announcement details a share reduction plan by a major shareholder of Shanghai Haoyuan Pharmaceutical Co., Ltd., driven by the shareholder's personal funding needs, which may impact the company's stock performance and investor sentiment [2][3]. Shareholder Holding Situation - Prior to the reduction plan, the shareholder, Su Min Investment Junxin (Shanghai) Industry Upgrade and Technology Innovation Equity Investment Partnership (Limited Partnership), held 6,909,364 shares, accounting for 3.26% of the company's total share capital [2]. Reduction Plan Details - The shareholder plans to reduce holdings by up to 6,362,959 shares, representing no more than 3% of the total share capital. This includes a maximum of 2,120,986 shares through centralized bidding (up to 1% of total shares) and 4,241,973 shares through block trading (up to 2% of total shares) [3][4]. - The reduction will occur within three months following a 15 trading day period after the announcement [3]. Shareholder's Past Reduction Activity - The shareholder has previously reduced shares, with details available in earlier announcements from February and June 2025 [6]. Shareholder Commitments - The shareholder has made commitments regarding share lock-up and reduction intentions, including a 12-month lock-up period post-IPO and adherence to legal regulations for any future reductions [9][10].

Core Viewpoint - On August 6, no A-share listed companies disclosed any increase in shareholding, while 23 companies announced share reductions by their shareholders [1] Summary by Category Share Reduction Details - Keri Technology: Shareholders plan to reduce their holdings by no more than 3.03% of the company's shares [2] - Tianhe Co.: Director and senior management member Luo Xuanbin plans to reduce holdings by no more than 0.15% [2] - Mind Electronics: Shareholders intend to reduce holdings by no more than 4% of the total share capital [2] - Maidi Technology: Shareholder Wang Jianhua plans to reduce holdings by no more than 0.2321% [2] - Tianneng Heavy Industry: Specific shareholder Zheng Xu plans to reduce holdings by no more than 30.0845 million shares [2] - Kabeiyi: Directors and senior management plan to reduce their holdings [2] - Jingsheng Co.: Shareholder Xinrui Jicheng plans to reduce holdings by no more than 3% [2] - Anlian Ruishi: Huiwen Tianfu and Qi Liang plan to reduce a total of no more than 700,000 shares [2] - Lichang Food: Shareholders Li Gao Xing and Li Gao Chuang plan to reduce their holdings [2] - Shuyuan Pingmin: Controlling shareholder plans to reduce holdings by no more than 2% [2] - Qianhong Pharmaceutical: Shareholders holding more than 5% plan to reduce holdings by no more than 2.09 million shares [2] - Zhongsheng Pharmaceutical: Director and executive Long Chunhua plans to reduce holdings by no more than 900,000 shares [2] - Kangqiang Electronics: Shareholder Si Maishi plans to reduce holdings by no more than 1% [2] - Pulutong: Shareholders plan to reduce holdings by no more than 0.98% [2] - Binhua Co.: Shareholder Zhang Zhongzheng plans to reduce holdings by no more than 0.8211% [2] - Kanshe Co.: Five individual shareholders plan to reduce holdings by no more than 0.99% [2] - Haoyuan Pharmaceutical: Su Xin Fund plans to reduce holdings by no more than 3% [2] - Diweier: Shareholders plan to reduce holdings by no more than 0.82% [2] - Dongfang Guoxin: Controlling shareholder reduced holdings by 2.68 million shares on August 5 [2] - Feilin Geer: During stock price fluctuations, CEO Liu Dunyin reduced holdings by 8,600 shares [2] - Yongxin Optical: Angao International plans to reduce holdings by no more than 200,000 shares [2] - Wuzhou Special Paper: Controlling shareholder's concerted action plans to reduce holdings by no more than 0.36% [2] - Tianyang New Materials: Zhuhai Hengqin Caidong Fund plans to reduce holdings by no more than 3% [2]

Group 1: Company Performance - BeiGene reported a net profit of 450 million yuan for the first half of 2025, marking a turnaround from losses in the previous year, with product revenue increasing by 45.8% to 17.36 billion yuan and total revenue rising by 46.0% to 17.52 billion yuan [1] - CITIC Securities announced that Huaxia Fund achieved an operating income of 4.258 billion yuan and a net profit of 1.123 billion yuan in the first half of 2025, with total comprehensive income of 1.106 billion yuan [3] - Shanghai Pudong Development Bank's net profit for the first half of 2025 was 29.737 billion yuan, reflecting a year-on-year growth of 10.19%, with total operating income of 90.559 billion yuan, up 2.62% [6] - Xianhe Co. plans to invest approximately 11 billion yuan in a new integrated high-performance paper-based material project, with an expected annual output value of about 5.15 billion yuan from the first phase [7] - Shengmei Shanghai reported a net profit of 696 million yuan for the first half of 2025, representing a year-on-year increase of 56.99% [14] Group 2: Regulatory and Corporate Actions - Sino Medical's subsidiary received breakthrough medical device designation from the FDA for its intracranial atherosclerosis treatment product, marking it as the first of its kind globally [2] - *ST Dongtong's actual controller and chairman is under investigation by the China Securities Regulatory Commission for suspected violations of information disclosure laws [8] - Tianyang Technology is planning to purchase equity in Tonglian Financial Services, with key transaction details still under negotiation [10] - Dongfang Guoxin's major shareholder reduced their stake by 2.68 million shares, decreasing their total shareholding from 27.06% to 26.82% [5] - Filinger's president reduced his holdings by 8,600 shares during a period of stock price volatility, while other executives did not sell shares [4]