Core Insights - The DRG/DIP concept increased by 1.00%, ranking 10th among concept sectors, with 11 stocks rising, including Jiarun Technology which hit a 20% limit up [1] - Major gainers in the sector included Jiahe Meikang, Wanda Information, and Taiji Co., with respective increases of 3.68%, 3.08%, and 2.98% [1] - The sector experienced a net outflow of 229 million yuan, with 10 stocks seeing net inflows, and Wanda Information leading with a net inflow of 65.92 million yuan [2][3] Sector Performance - The top-performing concept sectors included Rare Earth Permanent Magnet (+3.24%), Brain-Computer Interface (+2.69%), and Hyperbaric Oxygen Chamber (+2.56%), while the weight-loss drug sector saw a decline of -1.70% [2] - The DRG/DIP concept had a net inflow ratio led by Wanda Information at 10.09%, followed by ST Yilianzhong at 5.78% and Taiji Co. at 4.82% [3][4] Stock Specifics - Key stocks in the DRG/DIP concept included: - Wanda Information: +3.08%, net inflow of 65.92 million yuan, turnover rate of 5.34% [3] - Weining Health: +1.72%, net inflow of 62.81 million yuan, turnover rate of 6.37% [3] - Taiji Co.: +2.98%, net inflow of 42.14 million yuan, turnover rate of 5.36% [3] - Notable declines were seen in stocks like Maidi Technology (-2.61%) and Seli Medical (-2.32%), with significant net outflows [4]

Group 1 - The major shareholder, Hongyun Jiukang Data Technology (Beijing) Co., Ltd., held 9,861,786 shares of Jiahe Meikang, accounting for 7.17% of the total shares before the reduction plan [1] - The reduction plan was disclosed on May 12, 2025, with a maximum reduction of 1,375,855 shares, representing up to 1% of the total share capital due to liquidity needs [2] - The actual reduction was completed between June 9, 2025, and August 5, 2025, with a total of 1,375,855 shares reduced, matching the previously disclosed plan [3] Group 2 - The reduction plan was fully implemented, and the actual reduction met the minimum reduction quantity as per the initial plan [4]

Mergers and Acquisitions - Ningbo Energy announced the acquisition of 60% equity in Ningbo Ningneng Investment Management Co., Ltd. for 13.2759 million yuan, resulting in 100% ownership post-transaction [1] - Huaxi Co., Ltd. plans to acquire 100% equity of Jiangyin Xiefeng Cotton and Hemp Co., Ltd. for 90 million yuan to enhance regional warehousing resources [2] - Dalian Technology intends to purchase 39% equity of its subsidiary Aimers Technology for 180 million yuan, increasing its ownership from 51% to 90% [3] Performance Disclosure - Tapa Group reported a 4.05% increase in revenue to approximately 2.056 billion yuan for the first half of 2025, with a net profit growth of 92.47% to about 435 million yuan [4] - Tiantan Biological released a report showing a 9.47% revenue increase to 3.11 billion yuan, but a 12.88% decline in net profit to 633 million yuan [5] - Jerry Shares reported a 39.21% increase in revenue to 6.901 billion yuan, with a net profit growth of 14.04% to 1.241 billion yuan [6] Shareholding Changes - Tianyang New Materials announced that Zhuhai Hengqin Caidong Fund plans to reduce its stake by up to 3%, equating to a maximum of 12.9802 million shares [7] - Yifeng Pharmacy's controlling shareholder completed a 2% stake reduction, totaling 24.2482 million shares [8] - Jiahe Meikang reported that shareholder Hongyun Jiukang has completed a 1% stake reduction, amounting to 1.3759 million shares [9] Risk Matters - Filinger reported a stock price fluctuation with a cumulative increase of 20% over three trading days, during which the president sold 8,600 shares [10] - *ST Yazhen announced a stock suspension for investigation after a 33.92% price increase, with a suspension expected to last no more than 10 trading days [11]

每经记者｜王琳 每经编辑｜董兴生 并购重组 宁波能源：以1327.59万元收购宁能投资60%股权 宁波能源公告，公司按照1327.59万元的价格收购深圳金晟硕恒创业投资中心（有限合伙）持有的宁波 宁能投资管理有限公司60%股权，收购完成后，公司将持有宁能投资100%股权。 华西股份：拟以9000万元收购协丰棉麻100%股权 华西股份公告，为整合区域仓储资源，扩大仓储服务业务，公司与江苏华西村纺织服装有限公司签署 《股权收购协议》，拟收购其持有的江阴市协丰棉麻有限公司100%股权，交易总金额为9000万元。本 次交易完成后，协丰棉麻将成为公司全资子公司。 电连技术：拟收购控股子公司爱默斯39%股权 电连技术公告，公司拟与控股子公司深圳市爱默斯科技有限公司（简称"爱默斯"）少数股东文立、文声 平签订股权购买协议，以1.8亿元受让文立、文声平持有的爱默斯39%的股权。交易完成后，公司持有 爱默斯的股权比例将由51%上升至90%。 业绩披露 塔牌集团：上半年归母净利润同比增长92.47% 杰瑞股份：上半年归母净利润同比增长14.04% 杰瑞股份发布2025年半年度报告，报告期内公司实现营业收入69.01亿元，同比增长 ...

本公司董事会、全体董事及相关股东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： 大股东持股的基本情况 证券代码：688246 证券简称：嘉和美康 公告编号：2025-055 嘉和美康（北京）科技股份有限公司 持股 5%以上股东减持股份结果公告 本次减持计划实施前，嘉和美康（北京）科技股份有限公司（以下简称"嘉 和美康"或"公司"）股东弘云久康数据技术（北京）有限公司（以下简称"弘 云久康"）持有公司股份 9,861,786 股，占公司股份总数的 7.17%。上述股份为 嘉和美康首次公开发行并上市前取得的股份，且已于 2022 年 12 月 14 日起上市 流通。 减持计划的实施结果情况 公司于 2025 年 5 月 12 日披露了《嘉和美康持股 5%以上股东减持股份计划 公告》（公告编号：2025-035），弘云久康因自身流动性需求，拟通过集中竞价方 式减持其持有的公司股份合计不超过 1,375,855 股，即不超过公司总股本的 1%。 公司于近日收到公司股东弘云久康出具的《关于股份减持结果的告知函》， 弘云久康已于 2025 ...

2024年1至12月份，嘉和美康的营业收入构成为：医疗信息化行业占比99.73%，其他行业占比0.27%。 （文章来源：每日经济新闻） 嘉和美康（SH 688246，收盘价：37.48元）8月6日晚间发布公告称，公司于近日收到公司股东弘云久康 出具的《关于股份减持结果的告知函》，弘云久康已于2025年6月9日至2025年8月5日期间通过集中竞价 方式累计减持所持有的公司股份约138万股，占公司当前股份总数的1%。本次减持计划实施完毕。 ...

Group 1 - The core point of the article is that Jiahe Meikang (688246.SH) has completed a share reduction plan, with a significant shareholder, Hongyun Jiukang, reducing its holdings [1] - Hongyun Jiukang has reduced its stake by a total of 1.3759 million shares, which represents 1% of the company's total shares [1]

嘉和美康公告，股东弘云久康数据技术（北京）有限公司已于2025年6月9日至2025年8月5日期间，通过 集中竞价减持公司股份137.59万股，占总股本1%，减持价格区间30～38.43元/股，成交金额4561.39万 元；本次减持后持股848.59万股，占6.17%，减持计划已实施完毕。 ...

证券之星消息，8月5日软件开发板块较上一交易日上涨0.02%，嘉和美康领涨。当日上证指数报收于 3617.6，上涨0.96%。深证成指报收于11106.96，上涨0.59%。软件开发板块个股涨跌见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | | --- | --- | --- | --- | --- | --- | --- | | 688246 | 嘉和美康 | 38.29 | 8.69% | 11.29万 | | 4.25 乙 | | 300608 | 思特奇 | 13.98 | 8.62% | 65.98万 | | 9.18亿 | | 301095 | 广立微 | 68.08 | 8.15% | 12.76万 | | 8.47亿 | | 003007 | 直真科技 | 37.99 | 5.38% | 10.74万 | | 3.97亿 | | 300605 | 恒锋信息 | 17.31 | 4.85% | 26.19万 | | 4.46亿 | | 688657 | 浩辰软件 | 49.76 | 2.77% | 2.68万 | | 1.31亿 | | 3007 ...

（文章来源：每日经济新闻） 东吴证券8月4日发布研报称，给予嘉和美康（688246.SH，最新价：37.07元）买入评级。评级理由主要 包括：1）嘉和美康是国内最早从事医疗信息化软件研发与产业化的企业之一，国寿、阿里系参股；2） 政策推动医院电子病历系统持续升级。风险提示：政策推进不及预期，行业竞争加剧，股价波动风险， 订单落地不及预期。 ...