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【A股收评】三大指数集体反弹,软件板块狂涨!
Sou Hu Cai Jing· 2025-05-29 08:10
Group 1: Market Performance - Major indices experienced a strong rebound, with the Shanghai Composite Index rising by 0.7%, Shenzhen Component Index by 1.24%, and ChiNext Index by 1.37% [2] - Over 4,200 stocks in the two markets saw gains, with a total trading volume of approximately 1.19 trillion yuan [2] Group 2: Digital Currency and Software Sector - The digital currency and software sectors led the market rally, with notable stocks like Lakala (300773.SZ) and Sifang Jingchuang (300468.SZ) hitting the daily limit with a 20% surge [2] - New Guodu (300130.SZ) rose over 14%, while Feitian Chengxin (300386.SZ) and Shenzhou Information (000555.SZ) also saw significant increases of 12.84% and 10%, respectively [2] Group 3: Autonomous Driving and Intelligent Connected Vehicles - Stocks related to autonomous driving and intelligent connected vehicles surged, with companies like Fulongma (603686.SH) and Jintour Environment (001230.SZ) hitting the daily limit [3] - A strategic cooperation agreement was signed between Xiaoma Zhixing and Guangzhou Public Transport Group, focusing on autonomous vehicle services [3] Group 4: Innovative Pharmaceuticals - The innovative pharmaceutical sector remains active, with companies like Sanofi Guojian (688336.SH) rising over 12% [4][3] - The sector is supported by policy backing, global competitiveness, and improving fundamentals, with a focus on "innovation + internationalization" [4] Group 5: Automotive Sector - The automotive sector showed strong performance, with Jinlong Automobile (600686.SH) and Dongfeng Co. (600006.SH) both increasing by 10% [5] - The launch of new models by XPeng and supportive government policies in Fujian province are contributing factors to the sector's growth [5] Group 6: Weak Sectors - The precious metals and food processing sectors experienced declines, with companies like Western Gold (601069.SH) and Laiyifen (603777.SH) seeing significant drops [5]
科兴制药引进产品——地舒单抗注射液获中国澳门药监局批准上市
Core Viewpoint - The approval of the two biosimilar drugs, Deshu Single Antibody Injection, by the Macau Drug Regulatory Authority marks a significant milestone for the company, as it is the first major oncology drug from its collaborative products to gain market entry in the Hong Kong and Macau regions [1][2]. Group 1: Product Details - The two approved products are Deshu Single Antibody Injection in 60mg (brand name: Boyoubai) and 120mg (brand name: Boluoga), which are biosimilars of Prolia and Xgeva, respectively [1][2]. - Boyoubai is indicated for osteoporosis in postmenopausal women at high risk of fractures, while Boluoga is used for treating giant cell tumors of bone that cannot be surgically removed or where surgery may lead to severe functional impairment [2]. Group 2: Market Potential - The Chinese market for Deshu Single Antibody is projected to reach 3.741 billion yuan by 2025 and may exceed 10 billion yuan by 2030, driven by an aging population and increasing treatment rates [3]. - In Macau, the population aged 65 and above accounted for 13.66% in 2023, indicating a significant demand for treatments related to osteoporosis and cancer [3]. Group 3: International Strategy - The company has adopted a "global selection, global coverage" strategy, focusing on high-growth emerging markets and the EU, leveraging cost-effective high-end biosimilars [4]. - The establishment of local teams in various countries aims to enhance market responsiveness and competitiveness, facilitating the introduction of products into the European and American markets [4]. - The approval of Deshu Single Antibody in Macau, along with the existing product "Kuyang Capsule" in Hong Kong, enhances the company's market presence in the Guangdong-Hong Kong-Macau Greater Bay Area [4].
5月27日晚间重要公告一览
Xi Niu Cai Jing· 2025-05-27 10:16
Group 1 - Guangdian Electric's wholly-owned subsidiary plans to sell 5.91% stake in Shanghai Winshun Electric Technology Co., Ltd. to Yapp Automotive Parts Co., Ltd. for 62.63 million yuan, aiming to optimize asset structure [1] - Anhui Natural Gas received approval for the registration of 500 million yuan short-term financing bonds and 600 million yuan medium-term notes, valid for two years [1] - Kirin Security received government subsidies totaling 6.48 million yuan, which are related to revenue [2] Group 2 - Junshi Biosciences received approval for two new indications for its self-developed drug, Oncorhynchus monoclonal antibody injection, targeting adult patients with heterozygous familial hypercholesterolemia and non-familial hypercholesterolemia [3] - China Resources Double Crane's subsidiary passed GMP compliance inspection for small and large volume injection production lines [4] - Nanjing Public Utilities' board approved the absorption and merger of its wholly-owned subsidiary, Nanjing Jinguang Industry Co., Ltd. [7] Group 3 - Boya Bio received drug registration certificate for human immunoglobulin (pH4) in the Dominican Republic, valid until August 12, 2029 [8] - Jizhi Co. announced that its controlling shareholder and actual controller committed not to reduce their shareholdings until December 31, 2025 [9] - Yuhua Tian won a bid for the integrated urban management project in Lanzhou City, with a total service subsidy of 353 million yuan [10] Group 4 - Anke Rui obtained five invention patent certificates related to various energy management and control technologies [11] - Kebo Da's wholly-owned subsidiary plans to acquire 100% of Czech IMI Company for approximately 9.43 million euros to enhance global production layout [13] - Yantian Port announced a cash dividend of 1.30 yuan per 10 shares, totaling 676 million yuan [14] Group 5 - Huawang Technology plans to distribute a cash dividend of 0.45 yuan per share and a capital reserve increase of 0.20 shares per share [15] - Kabe Yi established a wholly-owned subsidiary in Japan to enhance its business layout [16] - Dongcheng Pharmaceutical's subsidiary received approval for the marketing of sodium fluoride injection, a PET radiopharmaceutical [18] Group 6 - Huaxin New Materials' subsidiary received two utility model patent certificates for innovative devices [19] - Lingang Steel's new 2290 cubic meter blast furnace has been successfully put into operation [21] - Xinlitai received drug registration certificate for Sacubitril/Valsartan tablets, the first of its kind in China [23] Group 7 - Aike Co.'s subsidiary received project designation notices from multiple clients for electric drive platform components [25] - Tonghe Pharmaceutical received drug registration certificate for Apixaban in South Korea [26] - Junting Hotel signed a cooperation agreement with Choice Hotels for exclusive brand usage in mainland China [28] Group 8 - Guangdong Hongtu plans to establish a wholly-owned subsidiary in Zhengzhou to enhance market layout [30] - Yuheng Pharmaceutical signed a joint promotion agreement for Pemafibrate tablets with Xinghe Pharmaceutical [31] - Chongqing Steel terminated the absorption and merger of its wholly-owned subsidiary, citing strategic advantages of independent operation [33] Group 9 - Jihong Co. announced the listing of its H-shares on the Hong Kong Stock Exchange [34] - Deshi Co. announced plans for shareholders to reduce their holdings by up to 0.3% [36] - Xinhai Medical's subsidiary received medical device registration for a dialysis fluid filter [42]
突然拉升!涨停!
Zhong Guo Ji Jin Bao· 2025-05-27 02:42
Group 1: Market Overview - The People's Bank of China conducted a 7-day reverse repo operation of 448 billion yuan at an interest rate of 1.40% on May 27, with 357 billion yuan of reverse repos maturing on the same day [1][5] - A-shares opened slightly lower but showed signs of recovery, with the Shanghai Composite Index fluctuating and turning positive [5][6] - The consumer sector, particularly food and beverage, showed initial strength, while the pharmaceutical sector rebounded [6][12] Group 2: Pharmaceutical Sector - The pharmaceutical and biotechnology sector experienced a partial rebound, with notable stocks such as Longshen Rongfa hitting the daily limit, and Sanofi Guojian rising over 10% [12][13] - Hong Kong pharmaceutical stocks also saw gains, with notable increases in companies like CSPC Pharmaceutical and China Biologic Products [8][14] Group 3: Nuclear Power Sector - The nuclear power sector continued its recent strong performance, with stocks like Shangwei Co. and Rongfa Nuclear Power achieving multiple consecutive gains [9][11] - Recent reports indicate a positive outlook for the controllable nuclear fusion industry, driven by favorable policies and increased financing [11] Group 4: Food and Beverage Sector - The food and beverage sector saw a surge, with stocks like Kuaijishan and Junyao Health achieving significant gains [15][16] - Kuaijishan's market capitalization surpassed that of Guyue Longshan, establishing it as a leading player in the yellow wine industry [15] Group 5: Cultivated Diamond Sector - The cultivated diamond sector experienced a sharp rise, with stocks like Huanghe Xuanfeng and Huifeng Diamond hitting the daily limit [17][18] - Huanghe Xuanfeng announced a partnership to establish a joint venture focused on advanced semiconductor materials, which is expected to enhance the development of high-performance thermal materials [19]
科兴制药(688136) - 自愿披露关于获得GB18注射液药物临床试验批准通知书的公告
2025-05-26 11:00
自愿披露关于获得 GB18 注射液药物临床试验批准通知书的公告 证券代码:688136 证券简称:科兴制药 公告编号:2025-029 科兴生物制药股份有限公司 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。 1、产品名称:GB18 注射液 2、受理号:CXSL2500226 3、审批结论:根据《中华人民共和国药品管理法》及有关规定,经审查,GB18 注射液临床试验申请符合药品注册的有关要求,同意本品开展肿瘤恶病质的临床 试验。 二、药品相关介绍 公司 GB18 注射液是一种针对 GDF15(生长分化因子 15)靶点的创新型药 物,用于治疗肿瘤恶病质。该分子采用了独特的 Fc 融合纳米抗体结构设计,不 仅提高了药物的稳定性和生物利用度,还显著增强了其在抑制信号通路传递中的 表现。 近日,科兴生物制药股份有限公司(以下简称"公司")全资子公司深圳科 兴药业有限公司(以下简称"深圳科兴")收到国家药品监督管理局(以下简称 "国家药监局")签发的《药物临床试验批准通知书》,国家药监局批准同意深 圳科兴开展"GB18注射液"的临床 ...
科兴制药: 关于调整2024年度利润分配现金分红总额的公告
Zheng Quan Zhi Xing· 2025-05-23 11:14
Core Viewpoint - The company has adjusted the total cash dividend for the 2024 profit distribution due to changes in the number of shares eligible for distribution following a share buyback program [1][2] Group 1: Dividend Adjustment - The cash dividend per 10 shares remains unchanged at RMB 0.8 (including tax), while the total cash dividend amount has been adjusted from RMB 15,820,934.24 (including tax) to RMB 15,778,506.00 (including tax) [1][2] - The adjustment was necessitated by a reduction in the number of shares eligible for profit distribution, which decreased from 197,761,678 shares to 197,231,325 shares due to the company's share buyback activities [1][2] Group 2: Share Buyback Impact - From March 31, 2025, to the date of this announcement, the number of shares in the company's buyback account increased from 1,880,572 shares to 2,410,925 shares, affecting the total shares available for profit distribution [2] - The company will maintain the per-share distribution ratio while adjusting the total distribution amount based on the current number of shares eligible for profit distribution [2]
科兴制药(688136) - 关于调整2024年度利润分配现金分红总额的公告
2025-05-23 11:00
证券代码:688136 证券简称:科兴制药 公告编号:2025-028 科兴生物制药股份有限公司 关于调整 2024 年度利润分配现金分红总额的公告 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: ●现金分红总额调整情况:维持每10股派发现金红利人民币0.8元(含税)不 变,现金分红总额由15,820,934.24元(含税)调整为15,778,506.00元(含税)。 ●本次调整原因:自2025年3月31日之日起至本公告披露日,科兴生物制药 股份有限公司(以下简称"公司")因通过上海证券交易所交易系统以集中竞价 交易方式回购公司股份,导致公司回购专用证券账户中股份总数发生变动,故本 次实际参与分配的股份数发生变动,可参与利润分配的股份数由197,761,678股减 少至197,231,325股。根据公司2024年年度利润分配方案,按照维持每股分配比例 不变的原则,相应调整分配总额。 一、调整前利润分配方案 公司于2025年4月9日召开第二届董事会第二十二次会议和第二届监事会第 十九次会议,于2025年5月8 ...
343只科创板股融资余额环比增加
Summary of Key Points Core Viewpoint - The financing balance of the Sci-Tech Innovation Board (STAR Market) has increased, indicating a growing interest in investments within this sector, with notable changes in both financing and securities lending balances [1][2]. Financing Balance - As of May 21, the total financing balance on the STAR Market reached 1527.37 billion yuan, an increase of 2.87 billion yuan from the previous trading day, marking three consecutive days of growth [1]. - The highest financing balance is held by SMIC (中芯国际) at 75.19 billion yuan, followed by Cambrian (寒武纪) and Haiguang Information (海光信息) with balances of 48.34 billion yuan and 32.99 billion yuan, respectively [1]. - A total of 343 stocks saw an increase in financing balance, while 240 stocks experienced a decrease. The stocks with the largest increases in financing balance were Jingwei Hengrun (经纬恒润), Kexing Pharmaceutical (科兴制药), and Guangge Technology (光格科技), with increases of 20.46%, 20.08%, and 19.38% respectively [1][2]. Securities Lending Balance - The total securities lending balance on the STAR Market reached 5.47 billion yuan, with an increase of 891.53 million yuan from the previous trading day [1]. - The highest securities lending balance is held by Haiguang Information at 0.20 billion yuan, followed by SMIC and Cambrian, both at 0.18 billion yuan [2]. - A total of 123 stocks saw an increase in securities lending balance, while 137 stocks experienced a decrease. The stocks with the largest increases in securities lending balance were Ruikeda (瑞可达), Maixinlin (迈信林), and Xidiwei (希荻微), with increases of 313.91%, 273.38%, and 224.07% respectively [2].
科兴制药(688136) - 自愿披露关于创新药GB18注射液获得美国FDA新药临床试验许可的公告
2025-05-21 10:01
证券代码:688136 证券简称:科兴制药 公告编号:2025-027 科兴生物制药股份有限公司 自愿披露关于创新药 GB18 注射液 获得美国 FDA 新药临床试验许可的公告 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。 近日,科兴生物制药股份有限公司(以下简称"公司")全资子公司深圳科兴 药业有限公司(以下简称"深圳科兴")收到美国食品药品监督管理局(以下简称 "FDA")的通知,深圳科兴自主研发的创新药GB18注射液药品临床试验申请已 获得FDA批准,可在美国开展临床试验,适应症为治疗肿瘤恶病质。现将相关情 况公告如下: 1 一、许可基本情况 药品名称:GB18注射液 申请事项:美国境内开展临床试验 申请编号:IND 175450 审评结论:本药品临床试验申请获得美国FDA批准,同意本药品按照提交的 方案开展临床研究。 二、GB18注射液基本情况 GB18注射液是一种针对GDF15(生长分化因子15)靶点的创新型药物,用 于治疗肿瘤恶病质。该分子采用了独特的Fc融合纳米抗体结构设计,不仅提高了 药物的稳定性和生物利 ...
动物疫苗概念上涨4.00%,6股主力资金净流入超千万元
Core Viewpoint - The animal vaccine sector has shown a significant increase, with a 4.00% rise, ranking third among concept sectors, driven by notable gains in several stocks [1][2]. Group 1: Sector Performance - As of May 20, the animal vaccine concept increased by 4.00%, with 19 stocks rising, including *ST Xianfeng, which hit the daily limit, and others like Kexing Pharmaceutical, Ruipu Biological, and Kanghua Biological, which rose by 15.56%, 8.41%, and 6.70% respectively [1][2]. - The animal vaccine sector was among the top-performing sectors, alongside cultivated diamonds and pet economy, which rose by 4.10% and 4.08% respectively [2]. Group 2: Capital Inflow - The animal vaccine sector saw a net inflow of 67 million yuan, with 13 stocks receiving net inflows, and 6 stocks attracting over 10 million yuan in net inflows [2]. - Jinhe Biological led the net inflow with 36.88 million yuan, followed by Kexing Pharmaceutical, Dabeinong, and Plk, which received net inflows of 15.38 million yuan, 13.79 million yuan, and 13.60 million yuan respectively [2][3]. Group 3: Capital Flow Ratios - Stocks such as *ST Xianfeng, Kexing Pharmaceutical, and KQ Biotech had the highest net inflow ratios, at 14.17%, 6.56%, and 5.52% respectively [3]. - The top stocks in terms of capital inflow included Jinhe Biological with a turnover rate of 18.22% and a daily increase of 4.40%, and Kexing Pharmaceutical with a turnover rate of 3.46% and a daily increase of 15.56% [3][4].