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微芯生物股价涨5%,华泰保兴基金旗下1只基金重仓,持有5.3万股浮盈赚取9.28万元
Xin Lang Cai Jing· 2025-09-05 06:20
责任编辑:小浪快报 华泰保兴科荣A(009124)基金经理为周咏梅、陈祺伟。 截至发稿,周咏梅累计任职时间7年214天,现任基金资产总规模88.97亿元,任职期间最佳基金回报 43%, 任职期间最差基金回报-1.86%。 陈祺伟累计任职时间2年80天,现任基金资产总规模245.94亿元,任职期间最佳基金回报19%, 任职期 间最差基金回报-1.86%。 数据显示,华泰保兴基金旗下1只基金重仓微芯生物。华泰保兴科荣A(009124)二季度持有股数5.3万 股,占基金净值比例为2.49%,位居第三大重仓股。根据测算,今日浮盈赚取约9.28万元。 华泰保兴科荣A(009124)成立日期2020年5月11日,最新规模2080.67万。今年以来收益7.5%,同类排 名5711/8178;近一年收益12.91%,同类排名6293/7978;成立以来收益33.71%。 风险提示:市场有风险,投资需谨慎。本文为AI大模型自动发布,任何在本文出现的信息(包括但不 限于个股、评论、预测、图表、指标、理论、任何形式的表述等)均只作为参考,不构成个人投资建 议。 9月5日,微芯生物涨5%,截至发稿,报36.74元/股,成交4.58亿 ...
科创生物医药ETF(588250)涨超1.3%,诺华再次与舶望制药达成BD合作
Xin Lang Cai Jing· 2025-09-05 03:19
科创生物医药ETF紧密跟踪上证科创板生物医药指数,上证科创板生物医药指数从科创板市场中选取50 只市值较大的生物医药、生物医学工程、生物农业、生物质能、其他生物业等领域上市公司证券作为指 数样本,反映科创板市场代表性生物医药产业上市公司证券的整体表现。 数据显示,截至2025年8月29日,上证科创板生物医药指数(000683)前十大权重股分别为联影医疗 (688271)、百济神州(688235)、博瑞医药(688166)、百利天恒(688506)、艾力斯(688578)、君实生物 (688180)、惠泰医疗(688617)、泽璟制药(688266)、荣昌生物(688331)、益方生物(688382),前十大权重 股合计占比50.27%。 截至2025年9月5日 10:41,上证科创板生物医药指数(000683)强势上涨1.32%,成分股泽璟制药(688266) 上涨5.31%,君实生物(688180)上涨3.89%,惠泰医疗(688617)上涨3.85%,微芯生物(688321),南微医学 (688029)等个股跟涨。科创生物医药ETF(588250)上涨1.39%,最新价报1.31元。 消息面上,诺华选择继 ...
微芯生物: 关于高级管理人员离任的公告
Zheng Quan Zhi Xing· 2025-09-01 16:10
证券代码:688321 证券简称:微芯生物 公告编号:2025-054 是否继续在上 原定任期 具体职务 未履行完 姓名 离任职务 离任时间 离任原因 市公司及其控 到期日 (如适用) 毕的公开 股子公司任职 承诺 深圳微芯生物科技股份有限公司 关于公司高级管理人员离任的公告 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、准确性和完整性承担法律责任。 重要内容提示: 深圳微芯生物科技股份有限公司(以下简称"公司")董事会于近日收到公 司副总经理张丽滨先生的书面辞职报告。张丽滨先生因个人原因,申请辞去公司 副总经理职务,辞职后将不再担任公司其他任何职务。 一、高级管理人员离任情况 (一) 提前离任的基本情况 是否存在 代谢病产 张丽滨 副总经理 2025/8/31 2027/4/20 个人原因 否 品事业部 否 负责人 (二) 离任对公司的影响 公司及公司董事会对张丽滨先生在任职期间为公司的发展所做出的贡献表 示衷心的感谢! 二、公司采取的相关措施 织架构进行了升级。佘亮基先生于年初升任为集团高级副总裁,组建并负责集团 商业板块,统筹肿瘤产品事业部、代谢病 ...
微芯生物:副总经理张丽滨辞职
Zheng Quan Ri Bao· 2025-09-01 13:15
(文章来源:证券日报) 证券日报网讯 9月1日晚间,微芯生物发布公告称,公司董事会于近日收到公司副总经理张丽滨先生的 书面辞职报告。张丽滨先生因个人原因,申请辞去公司副总经理职务,辞职后将不再担任公司其他任何 职务。 ...
9月1日重要公告一览
Xi Niu Cai Jing· 2025-09-01 10:19
Group 1 - Weisheng Information won four projects in August with a total amount of 85.5377 million yuan, accounting for 3.12% of the company's total revenue for 2024 [1] - Longqi Technology's shareholder plans to reduce its stake by up to 4.09%, equating to a maximum of 19.1916 million shares [1] - Guojin Modern's subsidiary received a drug registration certificate for injectable Nicardipine, used for treating unstable angina [3][4] Group 2 - SAIC Motor reported a total vehicle sales of 363,400 units in August, a year-on-year increase of 41.04%, with new energy vehicle sales reaching 129,800 units, up 49.89% [5] - Kuka Home plans to invest 1.124 billion yuan to build a self-owned base in Indonesia, aiming to enhance its international strategy [6] - Samsung Medical's subsidiary signed a contract for an intelligent meter project in Egypt worth 58.8 million USD, approximately 419 million yuan [8] Group 3 - North Vehicle Blue Valley's subsidiary reported a total production of 10,587 units in August, a year-on-year decrease of 15.13%, while sales increased by 3.47% [12] - Xianghe Industrial signed contracts worth 400 million yuan for railway fastener system components [13] - Hengrui Medicine's HRS9531 injection has received acceptance for its marketing authorization application [14] Group 4 - Hualu Hengsheng resumed normal production after completing maintenance on production facilities [16] - Shanghai Pharmaceuticals' hydrochloride verapamil injection passed the consistency evaluation for generic drugs [18] - Shanghai Construction received approval for debt financing tools with a registration period of two years [20] Group 5 - Kangli Elevator terminated the sale of its wholly-owned subsidiary due to the buyer's failure to obtain necessary approvals [21] - Times Wan Heng appointed Li Zhizhong as the new deputy general manager [22] - Hanma Technology reported a total truck sales of 1,051 units in August, a year-on-year increase of 58.05% [24] Group 6 - Wenzhou Hongfeng's subsidiary received a utility model patent certificate for a servo adjustment device [26] - Yibin Technology received a project designation from a domestic new energy vehicle company, with an estimated total sales of 243 million yuan over five years [28] - Star Ring Technology's H-share issuance application was accepted by the China Securities Regulatory Commission [30] Group 7 - Microchip Bio's vice president resigned for personal reasons [31] - Zhongxin Co. announced the resignation of a non-independent director due to personal reasons [32] - Changcheng Military Industry's vice chairman resigned due to retirement [35] Group 8 - Jiukang Bio received four invention patent certificates related to detection reagents [36] - Meino Bio's subsidiary changed its registered address [37] - Kuangda Technology announced a potential change in control due to a share transfer [38] Group 9 - China Rare Earth confirmed no undisclosed significant matters amid stock price fluctuations [72]
微芯生物(688321) - 关于高级管理人员离任的公告
2025-09-01 08:30
证券代码:688321 证券简称:微芯生物 公告编号:2025-054 深圳微芯生物科技股份有限公司 关于公司高级管理人员离任的公告 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、准确性和完整性承担法律责任。 重要内容提示: 一、高级管理人员离任情况 | | 离任职务 | 离任时间 | 原定任期 | | 是否继续在上 | 具体职务 | 是否存在 未履行完 | | --- | --- | --- | --- | --- | --- | --- | --- | | 姓名 | | | 到期日 | 离任原因 | 市公司及其控 股子公司任职 | (如适用) | 毕的公开 | | | | | | | | | 承诺 | | | | | | | | 代谢病产 | | | 张丽滨 | 副总经理 | 2025/8/31 | 2027/4/20 | 个人原因 | 否 | 品事业部 | 否 | | | | | | | | 负责人 | | (一) 提前离任的基本情况 (二) 离任对公司的影响 根据《上海证券交易所上市公司自律监管指引第 1 号——规范运作》的有关 规定,张丽滨先生 ...
微芯生物股价涨5.01%,民生加银基金旗下1只基金重仓,持有6.1万股浮盈赚取11.16万元
Xin Lang Cai Jing· 2025-09-01 03:18
风险提示:市场有风险,投资需谨慎。本文为AI大模型自动发布,任何在本文出现的信息(包括但不 限于个股、评论、预测、图表、指标、理论、任何形式的表述等)均只作为参考,不构成个人投资建 议。 责任编辑:小浪快报 9月1日,微芯生物涨5.01%,截至发稿,报38.38元/股,成交4.90亿元,换手率3.21%,总市值156.51亿 元。 资料显示,深圳微芯生物科技股份有限公司位于广东省深圳市南山区西丽街道曙光社区智谷产业园B栋 21F-24F,成立日期2001年3月21日,上市日期2019年8月12日,公司主营业务涉及为患者提供可承受 的、临床亟需的原创新分子实体药物。主营业务收入构成为:西达本胺75.92%,西格列他钠21.30%, 其他(补充)2.04%,其他0.37%,技术授权许可0.36%。 从基金十大重仓股角度 数据显示,民生加银基金旗下1只基金重仓微芯生物。民生加银精选混合(690003)二季度减持1.63万 股,持有股数6.1万股,占基金净值比例为3.98%,位居第九大重仓股。根据测算,今日浮盈赚取约 11.16万元。 民生加银精选混合(690003)成立日期2010年2月3日,最新规模3640.8万 ...
猴痘概念下跌0.91%,7股主力资金净流出超5000万元
Group 1 - The monkeypox concept sector declined by 0.91%, ranking among the top declines in concept sectors, with leading decliners including Aladdin, Tsinghua Tongfang, and Hongyuan Pharmaceutical [1] - Among the 61 stocks in the monkeypox concept sector, 17 stocks saw price increases, with Kangchen Pharmaceutical, Botao Bio, and Yipin Hong leading the gains at 3.17%, 2.18%, and 1.82% respectively [1] - The monkeypox concept sector experienced a net outflow of 1.397 billion yuan from main funds today, with Han Yu Pharmaceutical seeing the largest outflow of 339 million yuan [2][3] Group 2 - The top gainers in the monkeypox concept sector included Kangchen Pharmaceutical, Jihigh Development, and Lepu Medical, with net inflows of 27.1 million yuan, 17.6 million yuan, and 12.5 million yuan respectively [4] - The stocks with the largest net outflows in the monkeypox concept sector included Han Yu Pharmaceutical, Zhongsheng Pharmaceutical, and Weixin Bio, with outflows of 339 million yuan, 114 million yuan, and 99.5 million yuan respectively [2][3] - The overall performance of the monkeypox concept sector reflects a challenging market environment, with significant capital outflows impacting stock prices [2][4]
瞄准脂肪肝治疗,微芯生物扭亏
Core Viewpoint - MicuBio reported a significant improvement in its financial performance for the first half of 2025, with revenue growth exceeding 30% and a return to profitability, driven primarily by the sales increase of its innovative drugs [2][3]. Financial Performance - MicuBio achieved revenue of 407 million yuan, representing a year-on-year growth of 34.56% [2]. - The company recorded a net profit attributable to shareholders of 29.59 million yuan, marking a turnaround from previous losses [2]. Product Performance - The sales of the two innovative drugs, Westadbenamide and Siglitazone, saw substantial growth, with sales increasing by 125.70% and 15.14% respectively [3]. - Siglitazone is recognized as the world's first PPAR full agonist and has been included in the national medical insurance directory for two consecutive years [2][3]. Market Expansion - MicuBio has expanded its sales channels significantly, covering over 5,300 hospitals and 6,700 pharmacies nationwide for Siglitazone [3]. - The company is also accelerating its online channel presence through platforms like JD.com, Alibaba, and Meituan [3]. Research and Development - MicuBio is advancing multiple projects in clinical development and preclinical research across five major areas: malignant tumors, metabolic diseases, autoimmune diseases, central nervous system diseases, and antiviral treatments [3][5]. - The company is prioritizing the promotion of Siglitazone for Type 2 diabetes patients with MASH/MAFLD based on existing clinical trials and real-world evidence [5]. Future Prospects - Analysts expect continued revenue growth for MicuBio as new indications for Westadbenamide are launched, and Siglitazone sales increase [5]. - The company is actively pursuing international clinical and commercial collaborations for Westadbenamide and exploring licensing opportunities for other products [5]. Industry Context - The domestic innovative drug sector has seen a surge in overseas licensing deals, with 97 transactions completed by June, reflecting a 45% year-on-year increase [6]. - The total contract value for overseas licensing deals reached $44.2 billion, accounting for approximately 82% of the projected total for 2024 [6].
微芯生物(688321):半年报扭亏为盈 西奥罗尼胰腺癌数据亮眼
Xin Lang Cai Jing· 2025-08-27 04:37
Group 1 - The company achieved operating revenue of 407 million yuan in the first half of 2025, a year-on-year increase of 34.56% compared to 302 million yuan in the same period last year, and turned a profit with a net profit attributable to shareholders of 29.59 million yuan, marking a turnaround from losses [1] - The core product, Seglitazone, saw a doubling in sales revenue, with sales continuing to grow after the approval of Sitarabin for the treatment of DE-DLBCL patients in April 2024, despite a 15% reduction in its medical insurance price at the end of 2024, resulting in a year-on-year sales revenue increase of 15.14% in the first half of 2025 [1] - Seglitazone's sales revenue experienced rapid growth after its approval in July 2024 for use in combination with Metformin for type 2 diabetes, with a year-on-year increase of 125.7% in the first half of 2025 [1] Group 2 - The clinical trial data for Xioroni in first-line treatment of pancreatic cancer is promising, with a 6-month progression-free survival (PFS) rate of approximately 80%, compared to 44%-56.4% for standard chemotherapy, indicating strong anti-tumor activity [2] - The company has developed a series of candidate drug molecules based on its AI-assisted design and chemical genomics integration platform, including CS08399 (potential BIC brain-penetrating PRMT5 molecule), CS1011 (fibrosis disease inhibitor), CDCS04 (FIC molecule targeting genetic risk factor ApoE4 for Alzheimer's), and CDCS28 (non-incretin weight loss small molecule) [2] - The company has raised its revenue forecasts for 2025-2027 to 880 million, 1.35 billion, and 1.787 billion yuan, with net profits of 57 million, 171 million, and 333 million yuan respectively, maintaining a "buy" rating with corresponding price-to-sales ratios of 17.4, 11.3, and 8.6 times [2]