8月5日，沪深两融数据显示，南模生物获融资买入额0.18亿元，居两市第875位，当日融资偿还额0.19亿 元，净卖出116.16万元。 最近三个交易日，1日-5日，南模生物分别获融资买入0.03亿元、0.12亿元、0.18亿元。 融券方面，当日融券卖出0.00万股，净卖出0.00万股。 ...

Core Viewpoint - Nanmo Biotechnology (688265.SH) received a notification from its shareholder, Shanghai Pudong New Industry Investment Co., Ltd., regarding a change in equity that triggered a 1% threshold increase in shareholding [1] Group 1 - Shanghai Pudong New Industry increased its holdings in Nanmo Biotechnology by acquiring a total of 1,633,976 unrestricted circulating shares through centralized bidding from July 31, 2025, to August 4, 2025 [1] - The shareholding ratio of Shanghai Pudong New Industry and its concerted action party, Haiwang Hezhong, rose from 15.00% to 17.10% following this transaction [1]

证券代码：688265 证券简称：南模生物 公告编号：2025-045 上海南方模式生物科技股份有限公司 关于持股 5%以上股东及其一致行动人权益变动触及 1%整数倍的提示性公告 信息披露义务人上海浦东新兴产业投资有限公司保证向本公司提供 的信息真实、准确、完整，没有虚假记载、误导性陈述或重大遗漏。 本公司董事会及全体董事保证公告内容与信息披露义务人提供的信 息一致。 本次权益变动为上海南方模式生物科技股份有限公司（以下简称"公司" 或"上市公司"）股东增持股份所致，不触及要约收购，不会导致上市公司控股股 东、实际控制人发生变化。 截至本公告披露日，苏州海望合纵一号股权投资合伙企业（有限合伙） （以下简称"海望合纵"）在本次权益变动前通过协议转让方式受让的 8,679,727 股公司股份尚未在中国证券登记结算有限责任公司上海分公司办理完成股份转 让过户登记手续，交易能否最终完成尚存在不确定性，敬请广大投资者注意投资 风险。 一、 信息披露义务人及其一致行动人的基本信息 1.身份类别 | 投资者及其一致行动人的身份 | □控股股东/实际控制人及其一致行动人 | | --- | --- | | | ☑其他 5%以 ...

（原标题：南模生物涨停 机构龙虎榜净卖出764.55万元） 南模生物8月4日龙虎榜 | 买入营业部名称 | 买入 | | --- | --- | | | 金额(万元) | | 兴业证券股份有限公司上海分公司 | 5697.31 | | 国泰海通证券股份有限公司上海长宁区江苏路证券营业部 | 677.90 | | 国泰海通证券股份有限公司总部 | 574.49 | | 华泰证券股份有限公司总部 | 540.44 | | 中信证券股份有限公司深圳前海分公司 | 381.26 | | 卖出营业部名称 | 卖出 | | | 金额(万元) | | 申万宏源证券有限公司上海徐汇区上中西路证券营业部 | 965.99 | | 机构专用 | 764.55 | | 瑞银证券有限责任公司上海花园石桥路证券营业部 | 421.76 | | 国信证券股份有限公司上海浦东分公司 | 411.06 | | 海通证券股份有限公司常州健身路证券营业部 | 392.91 | 注：本文系新闻报道，不构成投资建议，股市有风险，投资需谨慎。 8月4日南模生物（688265）收盘价43.73元，收盘涨停，全天换手率5.24%，振幅21.44%，成交额 ...

证券代码：688265 证券简称：南模生物 公告编号：2025-044 上海南方模式生物科技股份有限公司 关于股东及其一致行动人权益变动触及 5%整数倍 的提示性公告 （一）信息披露义务人 | 企业名称 | | | | 上海浦东新兴产业投资有限公司 | | | | --- | --- | --- | --- | --- | --- | --- | | 统一社会信用代码 | 91310115320776596T | | | | | | | 法定代表人 | 徐杨 | | | | | | | 注册资本 | 183,281 万元 | | | | | | | 注册地 | 上海市浦东新区周市路 416 号 4 层 | | | | | | | 企业类型 | 有限责任公司（非自然人投资或控股的法人独资） | | | | | | | | 创业投资，实业投资，投资管理，投资咨询，企业管理咨询，企业兼 | | | | | | | | 并重组咨询（以上咨询除经纪），财务咨询（不得从事代理记帐）， | | | | | | | 经营范围 | | | | | | | | | 资产管理。【依法须经批准的项目，经相关部门批准后方可开展经营 | ...

证券代码：688265 证券简称：南模生物 公告编号：2025-044 上海南方模式生物科技股份有限公司 关于股东及其一致行动人权益变动触及 5%整数倍 的提示性公告 信息披露义务人上海浦东新兴产业投资有限公司保证向本公司提供的信息 真实、准确、完整，没有虚假记载、误导性陈述或重大遗漏。 本公司董事会及全体董事保证公告内容与信息披露义务人提供的信息一致。 重要内容提示： 本次权益变动为上海南方模式生物科技股份有限公司（以下简称"公司" 或"上市公司"）股东增持股份所致，不触及要约收购，不会导致上市公司控股 股东、实际控制人发生变化。 本次权益变动前，上海浦东新兴产业投资有限公司（以下简称"浦东新 产业"或"信息披露义务人"）持有公司股份 2,160,000 股，占公司总股本的 2.77%， 浦东新产业的一致行动人苏州海望合纵一号股权投资合伙企业（有限合伙）（以 下简称"海望合纵"）持有公司股份 8,679,727 股，占公司总股本的 11.13%，浦 东新产业及其一致行动人海望合纵合计持有公司股份 10,839,727 股，占公司总股 本的 13.90%。 海望合纵在本次权益变动前通过协议转让方式受让的 8, ...

上海南方模式生物科技股份有限公司 简式权益变动报告书 上市公司名称：上海南方模式生物科技股份有限公司 股票上市地点：上海证券交易所 股票简称：南模生物 股票代码：688265 信息披露义务人：上海浦东新兴产业投资有限公司 住所：上海市浦东新区周市路 416 号 4 层 信息披露义务人之一致行动人：苏州海望合纵一号股权投资合伙企业（有限 合伙） 住所：江苏省苏州市张家港市杨舍镇暨阳湖金融街 5 幢 204-02 号 权益变动性质：股份增加，信息披露义务人及其一致行动人持股比例合计触 及 5%整数倍 简式权益变动报告书签署日期：2025 年 7 月 16 日 信息披露义务人声明 一、信息披露义务人依据《中华人民共和国证券法》（以下简称"《证券法》"）、 《上市公司收购管理办法》（以下简称"《收购办法》"）、《公开发行证券的公 司信息披露内容与格式准则第 15 号—权益变动报告书》（以下简称"《准则 15 号》"）及相关的法律、法规编写本报告书。 二、信息披露义务人签署本报告书已获得必要的授权和批准，其履行亦不违 反信息披露义务人章程或内部规则中的任何条款，或与之相冲突。 三、依据《证券法》《收购办法》《准则 15 ...

Core Insights - A total of 20 stocks on the STAR Market experienced block trading on July 17, with a cumulative transaction amount of 245 million yuan [1][2]. Group 1: Trading Overview - The total number of block trades was 38, with a cumulative trading volume of 7.45 million shares [1]. - The stock with the highest transaction amount was Nanmo Biology, with a trading volume of 1.56 million shares and a transaction amount of approximately 49.85 million yuan [1]. - Other notable stocks in terms of transaction amounts included Nine Company and Hongquan Wulian, with transaction amounts of 32.40 million yuan and 22.22 million yuan, respectively [1]. Group 2: Price and Performance Analysis - All stocks involved in block trading were sold at a discount, with the highest discount rates observed in Weixin Biology, Haitai Ruisheng, and Guoke Military Industry, with discount rates of 15.49%, 13.79%, and 13.13% respectively [1][2]. - The STAR 50 Index rose by 0.80% on the same day, with 458 stocks (77.76%) in the STAR Market experiencing price increases [1]. - The average increase for stocks involved in block trading was 2.51%, with the highest increases seen in Liyuanheng, Anjisi, and Jiulian Technology, with increases of 8.25%, 7.36%, and 7.05% respectively [1]. Group 3: Institutional Participation - Among the block trades, there were 11 transactions involving institutional buyers or sellers across 8 stocks [2]. - The leading stocks for institutional buying included Anjisi, Jiulian Technology, and Hongquan Wulian, with buying amounts of 10.57 million yuan, 10.52 million yuan, and 8.02 million yuan respectively [2]. - The stocks with the highest net outflows included Nine Company, Weixin Biology, and Anjisi, with net outflows of 33.83 million yuan, 27.47 million yuan, and 13.62 million yuan respectively [2].

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 a total balance of 158.34 billion yuan as of July 1, reflecting a continuous increase over the past seven trading days [1]. Financing Balance - As of July 1, the total financing balance on the STAR Market reached 157.77 billion yuan, an increase of 6.26 million yuan from the previous trading day [1]. - The stock with the highest financing balance is SMIC, with a latest balance of 7.12 billion yuan, followed by Cambrian and Haiguang Information with balances of 4.50 billion yuan and 3.65 billion yuan respectively [1]. - A total of 315 stocks saw an increase in financing balance, while 269 stocks experienced a decrease [1]. - Notable increases in financing balance were observed in Xiangyu Medical (66.24%), Botao Bio (43.29%), and Nanmo Bio (31.08%) [1]. Securities Lending Balance - The total securities lending balance on the STAR Market reached 5.65 billion yuan, with an increase of 8.89 million yuan from the previous trading day [1]. - SMIC also leads in securities lending balance with 20 million yuan, followed by Haiguang Information and Chipone Technology, both at 16 million yuan [2]. - A total of 137 stocks saw an increase in securities lending balance, while 133 stocks experienced a decrease [2]. - Significant increases in securities lending balance were noted for Diao Micro (59.14%), Huahai Qingke (56.71%), and China Shipbuilding Gas (53.60%) [2].

Investment Rating - The report maintains a "Recommended" investment rating for the healthcare sector [7]. Core Insights - The healthcare sector has shown a mixed performance, with the Shenyin Wanguo Pharmaceutical Bio Index rising by 1.60% from June 23 to June 27, 2025, underperforming the CSI 300 Index by 0.35 percentage points [2][12]. - Year-to-date, the pharmaceutical sector has increased by 6.24%, outperforming the CSI 300 Index by 6.57 percentage points, ranking 11th among 31 sectors [2][14]. - As of June 27, 2025, the valuation of the pharmaceutical sector stands at 27.54 times (TTM overall method, excluding negative values), with a premium of 140.94% compared to the CSI 300 [2][17]. Summary by Sections 1. Market Performance - The pharmaceutical sector's performance from June 23 to June 27, 2025, was a 1.60% increase, ranking 23rd among 31 sectors [12]. - The year-to-date performance shows a 6.24% increase, ranking 11th among 31 sectors [14]. 2. Important Events - The National Healthcare Security Administration released the "2025 Basic Medical Insurance Directory and Commercial Insurance Innovative Drug Directory Adjustment Application Guidelines," marking a significant step for commercial health insurance in the multi-level medical security system [4][21]. 3. Industry Perspective - The inclusion of the commercial insurance innovative drug directory indicates an enhanced role for commercial insurance in the multi-level medical security system, providing greater opportunities for the industry [5][22]. - The report expresses optimism for innovative drugs, overseas expansion, and the clearing of procurement in specific segments, suggesting a focus on companies involved in these areas [22].