港股康希诺生物(06185.HK)直线拉升，涨超10%；康希诺A股涨3.8%。 ...

Core Viewpoint - The collaboration between Crown Hong Intelligent and Shanghai Haixi Industrial Communication Co., Ltd. aims to advance the industrial application of dry electrode technology in solid-state batteries, enhancing production capabilities for various downstream applications such as electric vehicles and humanoid robots [2]. Group 1: Partnership Details - Crown Hong Intelligent has signed an agreement for a 200MWh solid-state battery production line project with Shanghai Haixi, marking a significant step in the commercialization of solid-state battery technology [2]. - The partnership will leverage Crown Hong's leading position in dry electrode technology and Haixi's extensive market resources in the new energy sector, particularly in electric vehicles, photovoltaics, and energy storage [2]. Group 2: Technological Innovations - Crown Hong's dry electrode production line features key innovations such as precise membrane thickness control, fully automated production, stable operation, online gap fitting, and easy disassembly design [2]. Group 3: Upcoming Events - The "2025 (Third) China Solid-State Battery Technology Development and Market Application Summit Forum" will be held on July 8-9, 2025, in Shanghai, organized by Xinluo Information, inviting top experts and industry leaders to discuss advancements and challenges in solid-state battery technology [3].

Market Overview - The Shanghai Composite Index closed at 3399.77 points, above the six-month moving average, with a gain of 0.43% [1] - The total trading volume of A-shares reached 13126.55 billion yuan [1] Stocks Breaking the Six-Month Moving Average - A total of 220 A-shares have surpassed the six-month moving average today [1] - Notable stocks with significant deviation rates include: - Qitian Technology: 8.76% deviation, closing price at 14.00 yuan, with a daily gain of 16.86% and turnover rate of 21.88% [1] - Haochen Medical: 8.62% deviation, closing price at 3.12 yuan, with a daily gain of 9.86% and turnover rate of 7.25% [1] - Guangyun Technology: 8.13% deviation, closing price at 14.22 yuan, with a daily gain of 9.89% and turnover rate of 6.59% [1] Additional Stocks with Minor Deviations - Stocks with smaller deviation rates that have just crossed the six-month moving average include: - CITIC Special Steel: minor deviation, closing price at 20.30 yuan, with a daily gain of 10.69% [1] - Nanda Optoelectronics: minor deviation, closing price at 36.44 yuan, with a daily gain of 9.99% [1] -沃尔核材: minor deviation, closing price at 25.41 yuan, with a daily gain of 11.75% [1]

Market Overview - The Shanghai Composite Index closed at 3393.26 points, above the six-month moving average, with a change of 0.23% [1] - The total trading volume of A-shares reached 838.618 billion yuan [1] Stocks Breaking Six-Month Moving Average - A total of 184 A-shares have surpassed the six-month moving average today [1] - Notable stocks with significant deviation rates include: - Qitian Technology: 11.69% deviation, closing price 14.38 yuan, with a daily increase of 20.03% and turnover rate of 15.50% [1] - Haochen Medical: 8.62% deviation, closing price 3.12 yuan, with a daily increase of 9.86% and turnover rate of 6.44% [1] - Jinyinhai: 7.58% deviation, closing price 21.00 yuan, with a daily increase of 9.66% and turnover rate of 6.43% [1] Additional Stocks with Deviation Rates - Other stocks with notable performance include: - Guangyun Technology: 7.45% deviation, closing price 14.13 yuan, with a daily increase of 9.20% and turnover rate of 4.78% [1] - Yaowang Technology: 5.93% deviation, closing price 7.12 yuan, with a daily increase of 7.88% and turnover rate of 13.64% [1] - Nuotai Biotech: 5.91% deviation, closing price 55.37 yuan, with a daily increase of 10.36% and turnover rate of 5.58% [1] Summary of Other Stocks - Additional stocks with lower deviation rates that have just crossed the six-month moving average include: - Guangdong Hongtu: just above the six-month line [1] - Xinhe Shares: just above the six-month line [1] - Songjing Shares: just above the six-month line [1]

证券代码：688185 证券简称：康希诺 公告编号：2025-016 康希诺生物股份公司 2024年年度股东大会决议公告 本公司董事会及全体董事保证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： 本次会议是否有被否决议案：无 一、 会议召开和出席情况 （一） 股东大会召开的时间：2025 年 6 月 4 日 （二） 股东大会召开的地点：天津市河东区卫国道 126 号天津东凯悦酒店二层 悦宾厅 1 （三） 出席会议的普通股股东、特别表决权股东、恢复表决权的优先股股东及 其持有表决权数量的情况： | 1、出席会议的股东和代理人人数 | 275 | | --- | --- | | 其中：A 股股东人数 | 274 | | H 股股东人数 | 1 | | 2、出席会议的股东所持有的表决权数量 | 89,499,039 | | 股股东所持有表决权数量 其中：A | 46,684,269 | | 股股东所持有表决权数量 H | 42,814,770 | | 3、出席会议的股东所持有表决权数量占公司表决权数量的比 | 36.23 | | 例（%） ...

中国北京市朝阳区建国路 77 号华贸中心 3 号写字楼 34 层 邮政编码 100025 电话: （8610）58091000 传真: （8610）58091100 2024 年年度股东大会的 法律意见书 致：康希诺生物股份公司 根据《中华人民共和国证券法》《中华人民共和国公司法》以及中国证券监 督管理委员会颁布的《上市公司股东大会规则》（以下简称"《股东大会规则》"） 的规定，北京市竞天公诚律师事务所（以下简称"本所"）指派律师现场出席了 康希诺生物股份公司（以下简称"公司"）2024 年年度股东大会（以下简称"本 次股东大会"），并就本次股东大会的相关事宜出具本法律意见书。 本所及经办律师依据《中华人民共和国证券法》《律师事务所从事证券法律 业务管理办法》和《律师事务所证券法律业务执业规则（试行）》等规定及本法 律意见书出具日以前已经发生或者存在的事实，严格履行了法定职责，遵循了勤 勉尽责和诚实信用原则，进行了充分的核查验证，保证本法律意见书所认定的事 实真实、准确、完整，所发表的意见合法、准确，不存在虚假记载、误导性陈述 或者重大遗漏，并承担相应法律责任。 本所同意，公司可以将本法律意见书作为本次股东大 ...

FF301 截至月份: 2025年5月31日 狀態: 新提交 致：香港交易及結算所有限公司 公司名稱: 康希諾生物股份公司 呈交日期: 2025年6月4日 I. 法定/註冊股本變動 股份發行人及根據《上市規則》第十九B章上市的香港預託證券發行人的證券變動月報表 第 1 頁 共 10 頁 v 1.1.1 FF301 II. 已發行股份及/或庫存股份變動 | 1. 股份分類 | 普通股 | 股份類別 | H | 於香港聯交所上市 (註1) | 是 | | | --- | --- | --- | --- | --- | --- | --- | | 證券代號 (如上市) | 06185 | 說明 | H 股 | | | | | | | 已發行股份（不包括庫存股份）數目 | | 庫存股份數目 | 已發行股份總數 | | | 上月底結存 | | | 132,670,900 | 0 | | 132,670,900 | | 增加 / 減少 (-) | | | 0 | 0 | | | | 本月底結存 | | | 132,670,900 | 0 | | 132,670,900 | | 1. 股份分類 | 普通股 | 股份類別 | ...

Core Viewpoint - The smartphone market in the Middle East and Africa is experiencing a recovery with a 7% year-on-year growth in Q1 2025, driven by strong holiday demand, improved supply, and moderate inflation [1][4]. Market Dynamics - In 2024, the smartphone market in the region is expected to enter an adjustment phase as brands focus on clearing old inventory and reducing new product launches, leading to a decrease in active brands [2]. - The recovery in early 2025 is attributed to supply improvements and the release of pent-up demand, particularly for budget models priced under $100 [2][4]. Smartphone Shipment Growth - The growth in smartphone shipments is primarily seen in the low-end market, which is the fastest-growing segment due to increased competition [4]. - The penetration rates for 5G and OLED technologies reached 33% and 42%, respectively, supported by network deployments and the introduction of popular large-screen Android devices [4][5]. Brand Performance - Samsung maintained its market leadership with a 15% year-on-year increase in shipments, focusing on fewer, higher-quality models [9]. - Transsion holds a 32% market share, up from 29% the previous year, with TECNO leading in the mid-range market due to strong promotions [9]. - Xiaomi's shipments decreased by 2%, but its LTE smartphones saw a 27% increase, indicating a competitive push in the low-end market [10]. - Apple experienced a 4% increase in shipments, driven by the launch of the iPhone 16e, which performed well in price-sensitive markets [10].

Group 1 - The A-share market saw a collective decline on May 16, while the Sci-Tech Innovation Pharmaceutical sector rebounded, with the Sci-Tech Innovation Pharmaceutical ETF (588860) rising by 0.16% [1] - Notable stocks in the sector included Maiwei Biotech-U, which increased by over 5%, along with Shouyao Holdings-U, KQ Biotech, Innotec, CanSino, and Baotai, all of which experienced gains [1] - The Sci-Tech Innovation Pharmaceutical ETF closely tracks the Shanghai Stock Exchange Sci-Tech Innovation Board Biopharmaceutical Index, which selects 50 large-cap companies in biopharmaceuticals and related fields to reflect the overall performance of representative companies in the sector [1] Group 2 - According to CMB International, the optimization of centralized procurement policies in mainland China provides hospitals and enterprises with more flexibility and autonomy, benefiting leading prescription drug companies [2] - The anticipated implementation of favorable policies, such as the 2025H2 medical insurance category, is expected to accelerate industry consolidation, with the sector's valuations remaining at historical lows [2] - The recommendation is to focus on innovative drug targets with high growth potential or clear breakeven timelines after short-term sentiment stabilizes [2]

中邮证券表示，受益于海外投融资市场的率先复苏，需求端逐步恢复，CXO&上游公司订单增速提升， 行业拐点已过。CXO板块收入端恢复良好增长态势，盈利能力持续修复，利润端改善趋势更为显著， 基本面已呈现向上趋势。优质、高效、低成本的产品及服务为核心壁垒，我国制药业优势持续巩固，有 望在全球市场占据更高市场份额。中国创新药经过数十年发展，正在进入收获期，叠加政策友好性和市 场流动性提升，国内创新药市场前景光明。建议重点关注肿瘤、自免、减重、阿尔兹海默症、NASH、 脱发、乙肝等领域。 甬兴证券表示，百济神州凭借泽布替尼在欧美市场份额的提升保持收入规模的增长、恒瑞医药也多次实 现创新药的对外授权，我们认为国产创新药的竞争力正在持续提升，看好国产创新药的出海前景。 （本文机构观点来自持牌证券机构，不构成任何投资建议，亦不代表平台观点，请投资人独立判断和决 策。） 5月14日港股低开低走，医药生物板块逆市走强。热门ETF方面，港股创新药ETF（159567）盘中震荡 走高，截至发稿涨1.01%。换手率超7%，成交额快速突破1亿元，交投活跃。 成分股方面，三生制药涨超4%，康希诺生物、凯莱英涨超3%，晶泰控股、再鼎医药、科 ...