Group 1 - The A-share CRO (Contract Research Organization) sector experienced a significant rally in the afternoon, with notable stocks such as Chengdu Xian Dao hitting the daily limit up [1] - MediXy and Hite Bio both surged over 14%, indicating strong investor interest and market momentum [1] - Other companies in the sector, including Zhaoyan New Drug, Yinuosi, Sunshine Nuohe, Kanglong Huacheng, and Puris, also saw positive gains, reflecting a broader trend in the CRO market [1]

Group 1 - The CRO (Contract Research Organization) sector is experiencing a significant rise, with Chengdu Xian Dao hitting the daily limit up [1] - MediXci and Hai Te Biological have increased by over 14%, indicating strong market interest [1] - Other companies such as Zhao Yan New Drug, Yi Nuo Si, Yang Guang Nuo He, Kang Long Hua Cheng, and Pu Rui Si are also seeing gains, reflecting a broader trend in the sector [1] Group 2 - There is a notable influx of dark pool funds into these stocks, suggesting increased investor confidence and potential for further growth [1]

重要内容提示： | 回购方案首次披露日 | 2024/12/28，由公司实际控制人、时任董事长陈金 | | | | | | | | | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | | 章 先 生 、 时 | ， | 实 | 际 | 控 | 制 | 人 | 、 | 任 | 董 | 事 | | 总 经 理 | | | CHUN-LIN CHEN 先生提议 | | | | | | | | | | | | | | 回购方案实施期限 | 年 年 2025 日~2025 13 | 1 | 月 | 14 | | | | | 月 | 日 | | 7 | | | 预计回购金额 | 5,000万元~10,000万元 | | | | | | | | | | | | | | 回购价格上限 | 54元/股 | | | | | | | | | | | | | | 回购用途 | √减少注册资本 √用于员工持股计划或股权激励 | | | | | | | | | | | | | | | □为维护公 ...

New Stock Issuance - Shanda Electric (Stock Code: 301609) issued at a price of 14.66[1] - Jiyuan Group (Stock Code: 732262) issued at a price of 10.88[1] Market Alerts - Jichuan Pharmaceutical (Stock Code: 600566) has a tender offer period from June 18, 2025, to July 17, 2025[1] - The last trading day for Tuisan Jinguang (Stock Code: 600190) is July 14, 2025, with 4 trading days remaining[1] - The last trading day for Tuisan Jinjing (Stock Code: 900952) is also July 14, 2025, with 4 trading days remaining[1] Abnormal Fluctuations - *ST Zitian (Stock Code: 300280) reported severe abnormal fluctuations on July 10, 2025[1] - *ST Yushun (Stock Code: 002289) reported abnormal fluctuations on July 11, 2025[1] Other Notable Announcements - Longyuan Green Energy (Stock Code: 603185) announced on July 11, 2025[1] - Kedi Pharmaceutical (Stock Code: 000590) announced on July 14, 2025[1]

Investment Rating - The report indicates a positive outlook for the pharmaceutical and biotechnology sector, with a focus on innovative drug companies [2][3]. Core Insights - The pharmaceutical and biotechnology sector saw a weekly increase of 1.82%, outperforming the CSI 300 index (0.82%) and the Wind All A index (1.71%). The market is currently focused on the expectations surrounding semi-annual reports and business development (BD) activities [8][9]. - The launch of the 2025 National Basic Medical Insurance and Commercial Health Insurance innovative drug directory is a significant development. This directory will include high-innovation drugs that provide substantial clinical value and patient benefits, which are not covered by basic medical insurance but recommended for commercial health insurance [3][13]. - The report highlights the importance of the commercial health insurance sector in the payment for innovative drugs, suggesting that the accessibility of high-priced innovative drugs is expected to improve, particularly in the areas of cell and gene therapy [3][13]. Market Weekly Review - The medical research outsourcing sector led the gains with a 9.29% increase, primarily driven by WuXi AppTec's positive semi-annual report announcement. Conversely, offline pharmacies and other biological products experienced declines of -1.29% and -1.55%, respectively [8][9]. - Notable stock performances included Frontier Biotech-U (41.4%), Mediso (38.9%), and Lianhuan Pharmaceutical (38.6%) leading the gains, while ST Unimed (-18.5%), Shenzhou Cell-U (-13.4%), and Shutai Shen (-11.6%) faced significant losses [11][12]. Industry News and Key Company Announcements - The report outlines several key industry events, including the approval of innovative drugs and strategic partnerships among major pharmaceutical companies, which are expected to enhance their market positions and product offerings [13][16][17]. - The report also mentions significant financial forecasts from various companies, indicating strong growth potential in the sector, with some companies projecting net profit increases of over 100% year-on-year [17][18].

Group 1: Nanwei Technology - Nanwei Technology benefits from the explosive growth of the GLP-1 peptide drug market, leading to significant revenue growth in chromatography filler products, which drives rapid development in small molecule business [1] - The company's net profit margin increased quarter-on-quarter in Q2, primarily due to the high gross margin and substantial share of chromatography filler business [1] - Nanwei Technology aims to create a comprehensive chromatography technology platform to provide overall solutions and accelerate overseas market expansion to enhance international competitiveness [1] Group 2: Medicy - Medicy has established a research office in Boston, USA, aiming to increase overseas business share to 40-50% [2] - The company has developed a comprehensive preclinical research service capability in biopharmaceutical R&D and is building multiple biopharmaceutical R&D technology platforms [2] - Medicy's operating costs decreased by 12.46% year-on-year due to cost control measures, and the domestic CRO industry is expected to benefit from policy support for innovative drug development [2] Group 3: Naipu Mining - Naipu Mining's forged composite liners offer significant advantages, including better wear resistance and higher mill efficiency, with successful applications in Tibet's Zhinuola mine [3] - The company plans to promote forged composite liners as a leading product and has agreements with multiple mines, expecting more successful cases by the end of this year and early next year [3] - Naipu Mining has invested in a copper-gold mine project in Colombia, which has completed feasibility design and is expected to have a construction period of two years with a mine life of 14.2 years [3] Group 4: China Ruilin - China Ruilin Engineering Technology Co., Ltd. has a diverse range of core technologies in the non-ferrous metal industry, with overseas business revenue accounting for 41.02% and domestic business revenue for 58.98% in 2024 [4] - The company is progressing with fundraising projects that will enhance its R&D capabilities and core competitiveness [4] - Representative overseas projects include the Abuja water supply project in Nigeria and the expansion of the Bor copper smelting plant in Serbia [4]

Market Review - The CITIC Pharmaceutical Index increased by 1.80%, outperforming the CSI 300 Index by 0.98 percentage points, ranking 16th among 30 CITIC first-level industry indices [5] - The top ten stocks by increase this week include Frontier Biologics-U, Medici, Lianhuan Pharmaceutical, Kangchen Pharmaceutical, and others, with Frontier Biologics-U leading at 41.43% [4][5] - The bottom ten stocks by decrease include ST Weiming, Shenzhou Cell, and Shuotai Shen, with ST Weiming dropping by 18.51% [4][5] Overall Viewpoint and Investment Themes - The current valuation of the pharmaceutical sector is at a low point, with public funds (excluding pharmaceutical funds) having low allocation to the sector. The company remains optimistic about the growth of the pharmaceutical industry by 2025, driven by macroeconomic factors and the demand from major categories [9] - In the innovative drug sector, there is a shift from quantity logic to quality logic, focusing on differentiated domestic and international pipelines. The company suggests paying more attention to products and companies that can ultimately realize profits [9] - In the medical device sector, there is a noticeable recovery in bidding volumes for imaging equipment, and the home medical device market is expected to benefit from subsidy policies. The company highlights the potential for import substitution and growth in the orthopedic sector post-collection [9] - The innovation chain (CXO + life sciences services) is expected to see a rebound in overseas investment and a bottoming out in domestic investment, with a potential return to high growth by 2025 [9] - The pharmaceutical industry is anticipated to enter a new growth cycle, with a focus on specialty raw materials and the expiration of patents leading to new growth opportunities [9] Industry and Company Events - The company highlights the innovative layout of traditional Chinese medicine enterprises, with several products in clinical II and III phases, including those targeting chronic insomnia and primary acute gouty arthritis [29][30] - Yunnan Baiyao has several drugs in various clinical stages, including those for prostate cancer and other conditions, indicating a robust pipeline [16][19] - The company emphasizes the importance of the blood products sector, which is expected to see significant growth due to relaxed approval processes and increased production capacity [14] - The innovative drug pipeline of Yiling Pharmaceutical focuses on cardiovascular, respiratory, and endocrine diseases, with multiple drugs in clinical trials [20][21]

New Stock Listings - The new stock "同宇新材" (code: 301630) is listed at an issue price of 84 on July 10, 2025[1] - "中程退" (code: 300208) and "退市锦港" (code: 600190) have 6 trading days remaining until their last trading day[1] - "恒立退" (code: 000622) has 3 trading days remaining until its last trading day[1] Delisting and Trading Alerts - "退市九有" (code: 600462) has 2 trading days remaining until its last trading day[1] - "工智退" (code: 000584) will have its last trading day on July 10, 2025[1] - "美迪西" (code: 688202) is listed with no specific trading alerts mentioned[1] Market Volatility - "北方长龙" (code: 301357) has been flagged for severe abnormal fluctuations[1] - "浙江东日" (code: 600113) and "诺德股份" (code: 600110) have also been noted for abnormal trading activities[1] - "长春一东" (code: 600148) is included in the list of stocks with trading alerts[1]

证券代码：688202 证券简称：美迪西 公告编号：2025-040 上海美迪西生物医药股份有限公司 股票交易异常波动公告 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： ? 上海美迪西生物医药股份有限公司（以下简称"公司"或"本公司"） 股票交易价格连续 2 个交易日内（2025 年 7 月 8 日、2025 年 7 月 9 日）收盘价 格涨幅偏离值累计达到 30%，根据《上海证券交易所科创板股票上市规则》（以 下简称"《科创板上市规则》"）、《上海证券交易所交易规则》《上海证券交易 所科创板股票异常交易实时监控细则》的有关规定，属于股票交易异常波动的情 形。 ? 经公司自查并书面询证公司实际控制人，截至本公告披露日，公司日常 经营情况正常，未发生重大变化，公司及实际控制人不存在关于公司的应披露而 未披露的重大事项。 ? 公司股价短期波动幅度较大，敬请广大投资者注意投资风险，理性决策， 审慎投资。 一、股票交易异常波动的具体情况 五、相关风险提示 《中华人民共和国证券法》等有关 法律、法规的要求，真实、准 ...

证券代码：688202 证券简称：美迪西 公告编号：2025-040 上海美迪西生物医药股份有限公司 股票交易异常波动公告 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： 上海美迪西生物医药股份有限公司（以下简称"公司"或"本公司"） 股票交易价格连续 2 个交易日内（2025 年 7 月 8 日、2025 年 7 月 9 日）收盘价 格涨幅偏离值累计达到 30%，根据《上海证券交易所科创板股票上市规则》（以 下简称"《科创板上市规则》"）、《上海证券交易所交易规则》《上海证券交易 所科创板股票异常交易实时监控细则》的有关规定，属于股票交易异常波动的情 形。 经公司自查并书面询证公司实际控制人，截至本公告披露日，公司日常 经营情况正常，未发生重大变化，公司及实际控制人不存在关于公司的应披露而 未披露的重大事项。 公司股价短期波动幅度较大，敬请广大投资者注意投资风险，理性决策， 审慎投资。 一、股票交易异常波动的具体情况 公司股票交易于 2025 年 7 月 8 日、2025 年 7 月 9 日连续两个交易日 ...