*注：AH股是指同时在A股和港股上市的公司，溢价（A/H）越大，说明H股相比A股越便宜。 本文源自：金融界 8月1日，上证指数跌0.37%，收报3559.95点，恒生指数跌1.07%，收报24507.81点。 复旦张江AH溢价达182.7%，位居AH股溢价率第四位。当日收盘，复旦张江A股报10.83元，涨幅 0.19%，H股报4.17港元，上涨1.96%。 资料显示，上海复旦张江生物医药股份有限公司,一九九六年十一月创建于上海浦东张江高科技园区,由 知名企业如上海医药集团股份有限公司等作为公司股东。本着"我们多一分探索、人类多一分健康"的信 念,公司主要从事生物医药的创新研究、开发、生产和销售,力求成为一家以知识产权为核心源泉的生物 医药创新企业。经过多年的不懈努力,公司在基因技术药物、光动力技术药物、纳米技术药物及口服固 体制剂技术药物等领域不断推出新技术及产品,形成了明显的竞争优势,预计未来将陆续有新药投放市 场。凭籍在生物医药领域的实力,公司多次承担"国家重点科技项目(攻关)计划"、"国家高技术研究发展 计划(八六三计划)"、"'重大新药创制'科技重大专项"等。 作者：行情君 ...

香港交易及結算所有限公司及香港聯合交易所有限公司對本公告的內容概不負責， 對其準確性或完整性亦不發表任何聲明，並明確表示概不因本公告全部或任何部份 內容而產生或因依賴該等內容而引致的任何損失承擔任何責任。 二零二五年七月三十日 趙大君 主席 - 1 - 於本公告刊發日期，董事會包括以下人士： 趙大君先生（執行董事） 中國·上海 董事會會議通告 上海復旦張江生物醫藥股份有限公司（「本公司」）之董事會（「董事會」）謹 此公佈，將於二零二五年八月十二日（星期二）舉行董事會會議，以審議及通過 （其中包括）本公司及其附屬公司截至二零二五年六月三十日止六個月之未經審核 中期業績及考慮宣派中期股息（如有）。 承董事會命 薛 燕女士（執行董事） 沈 波先生（非執行董事） 余曉陽女士（非執行董事） 王宏廣先生（獨立非執行董事） 林兆榮先生（獨立非執行董事） 徐培龍先生（獨立非執行董事） * 僅供識別 - 2 - ...

Group 1 - The major shareholders of Fudan Zhangjiang Bio-Pharmaceutical Co., Ltd. are Yang Zongmeng and Wang Haibo, holding 7.18% and 5.41% of the total shares respectively before the reduction plan [1][2] - Yang Zongmeng planned to reduce his holdings by up to 4,270,800 shares, which is 0.41% of the total share capital, due to personal financial needs [1][2] - The reduction plan was disclosed on June 23, 2025, and the actual reduction took place from July 14 to July 16, 2025 [2][3] Group 2 - Yang Zongmeng reduced his holdings by 10,365,721 shares, representing 1.00% of the total share capital, with a total amount of approximately 92.79 million yuan [2][3] - Wang Haibo reduced his holdings by 4,270,722 shares, which is 0.41% of the total share capital, with a total amount of approximately 38.59 million yuan [3] - After the reductions, Yang Zongmeng's remaining shares are 64,009,773, which is 6.18% of the total share capital, while Wang Haibo's remaining shares are 51,828,605, which is 5.00% [3]

关于持股 5%以上股东减持股份结果公告 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 本次减持计划实施前，上海复旦张江生物医药股份有限公司（以下简称"公 司"或"复旦张江"）股东杨宗孟先生持有公司股份 74,375,494 股，占公司总股本 的 7.18%；王海波先生持有公司股份 56,099,327 股，占公司总股本的 5.41%。上 述股东所持有的公司股份来源为公司首次公开发行前持有的股份数量，该部分股 份已于 2023 年 6 月 19 日起全部解除限售并上市流通。 证券代码：688505 证券简称：复旦张江 公告编号：临 2025-024 上海复旦张江生物医药股份有限公司 集中竞价减持计划的实施结果情况 1、2025 年 6 月 23 日，公司于上海证券交易所网站（www.sse.com.cn）披露 了《关于持股 5%以上股东减持股份计划公告》（公告编号：临 2025-018）。因自 身资金需求，杨宗孟先生计划通过集中竞价交易的方式减持公司股份不超过 10,365 ...

复旦张江公告，股东杨宗孟于2025年7月14日至2025年7月16日期间通过集中竞价交易方式累计减持公司 股份数量为1036.57万股，减持股份数量占公司总股本比例为1.00%。王海波先生于2025年7月14日至 2025年7月15日通过集中竞价交易方式累计减持公司股份数量427.07万股，减持股份数量占公司总股本 比例为0.41%，并决定提前终止减持计划。杨宗孟先生减持后持股数量为6400.98万股，持股比例为 6.18%；王海波先生减持后持股数量为5182.86万股，持股比例为5.00%。 ...

最近一个月来，复旦张江累计涨幅14.31%，今年来累计涨幅57.99%，跑赢恒生指数22.22%的涨幅。 7月17日，截至港股收盘，恒生指数下跌0.08%，报24498.95点。复旦张江（01349.HK）收报4.4港元/ 股，上涨14.29%，成交量3.73亿股，成交额17.44亿港元，振幅34.81%。 2025年7月15日，杨宗孟于2025-07-15减持387.8万股，每股均价8.8人民币，最新持股数目6760万股，最 新持股比例9.51% （以上内容为金融界基于公开消息，由程序或算法智能生成，不作为投资建议或交易依据。） 本文源自：金融界 作者：行情君 财务数据显示，截至2025年3月31日，复旦张江实现营业总收入1.8亿元，同比增长21.85%；归母净利润 266.51万元，同比增长13.53%；毛利率91.08%，资产负债率8.82%。 机构评级方面，目前暂无机构对该股做出投资评级建议。 行业估值方面，药品及生物科技行业市盈率（TTM）平均值为2.45倍，行业中值6.93倍。复旦张江市盈 率92.37倍，行业排名第73位；其他精优药业（00858.HK）为0.9倍、金斯瑞生物科技（01548.H ...

Group 1: Stock Performance - Zhejiang Zhenyuan and Asia-Pacific Pharmaceutical both achieved a 2-day limit-up with increases of 10.01% and 9.98% respectively, driven by innovation in pharmaceuticals [2] - Chengdu XianDao saw a first board listing with a significant rise of 20.02%, attributed to innovative drug developments [2] - TaiJing Technology and YanHua Intelligent both recorded first board listings with increases of 9.97% and 9.94%, linked to Huawei's influence in robotics [5] Group 2: AI and Robotics - Nvidia's CEO suggested that Huawei's AI chips could potentially replace Nvidia's offerings, indicating a competitive shift in the AI chip market [4] - The domestic robotics industry is gaining traction with significant orders being awarded, highlighting its importance in national competition [7] Group 3: Market Trends - The light communication sector is expected to see sustained growth due to high demand in both domestic and international markets, with performance likely to continue improving [13] - The low-altitude economy is gaining attention, with a notable $1 billion procurement agreement signed for eVTOL aircraft, indicating growth potential in this sector [17] Group 4: Consumer and Retail - The Chinese government is implementing measures to boost consumer spending, which is expected to positively impact the retail sector [21] - Companies like Guoguang Chain and Hanshang Group have seen first board listings with increases of 9.98% and 9.97%, reflecting the positive sentiment in the retail market [23] Group 5: Solar and Food & Beverage - The price of polysilicon has increased by 12.4% week-on-week, indicating a rising trend in the solar industry [24] - The food and beverage sector is also benefiting from government initiatives aimed at enhancing consumer demand, with companies like Huangshi Group seeing a 10.10% increase [26]

Market Overview - The A-share market opened slightly lower on July 17 but then experienced a rebound, with all three major indices showing positive performance, particularly the ChiNext index which rose nearly 1% [2] - The total market capitalization reached 14.20 trillion CNY, with a trading volume of 7698.06 million hands and a turnover rate of 1.46% [3] Pharmaceutical Sector - The pharmaceutical sector saw a significant surge, with multiple stocks hitting the daily limit up, including Weikang Pharmaceutical and Chengdu Xian Dao, both reaching a 20% increase [4][5] - Notable stocks in the pharmaceutical sector included: - Chengdu Xian Dao: 21.46 CNY, up 20.02% - Weikang Pharmaceutical: 20.71 CNY, up 19.99% - Other stocks like Lifespring Pharmaceutical and Zhejiang Zhenyuan also saw increases of around 10% [5][6] - The Hong Kong pharmaceutical and biotechnology sector also experienced notable gains, with companies like Fudan Zhangjiang and Kanyin Biotech showing significant price increases [6] Robotics Sector - The humanoid robot concept stocks remained active, with Nanjing Julong hitting the daily limit up of 20%, and other companies like Dongshan Precision and Taijing Technology also seeing substantial gains [7][8] - On July 17, the stock of Aowei New Materials achieved a 20% limit up, marking its seventh consecutive trading day of gains, with a closing price of 27.89 CNY [10][11] Policy Impact - The National Healthcare Security Administration recently announced the initiation of the 11th batch of centralized drug procurement, which will include 55 drug varieties, focusing on mature "old drugs" while excluding innovative drugs from the procurement list [6]

Group 1 - The core viewpoint of the news is that the Hong Kong stock market, particularly the healthcare sector, is experiencing a strong rally driven by the revaluation of innovative drug companies, with significant increases in stock prices and ETF performance [1][2]. - The CSI Hong Kong Innovative Drug Index rose by 4.23%, with notable gains from companies such as Fudan Zhangjiang (over 18% increase), Lepu Biopharma-B (over 10% increase), and Kangfang Biotech (over 9% increase) [1]. - The Hong Kong Innovative Drug 50 ETF (513780) saw a 3.57% increase, with a trading volume exceeding 200 million yuan within the first half hour of trading [1]. Group 2 - According to Jiao Yin International, the current innovative drug market in Hong Kong is driven by value re-evaluation, with attractive valuations compared to U.S. counterparts, as leading innovative drug companies have a forward 12-month price-to-sales ratio around 3 times, lower than the U.S. average of 4 times [2]. - Donghai Securities noted that the domestic innovative drug sector has seen increased activity this year, with high-value business development transactions and rising R&D investments, indicating a potential systematic recovery in the CXO and upstream life sciences sectors [2]. - Investment opportunities are suggested in various sub-sectors including CXO, innovative drugs, medical devices, traditional Chinese medicine, chain pharmacies, and medical services [2].

Group 1 - The National Healthcare Security Administration has initiated the 11th batch of centralized drug procurement, with 55 drug varieties included in the reporting range [1] - The procurement principles emphasize maintaining clinical stability, ensuring quality, preventing collusion, and avoiding excessive competition, with a focus on non-new drugs [1] - The current valuation of leading innovative drug companies in Hong Kong is attractive, with a forward 12-month price-to-sales ratio around 3 times, lower than the US average of 4 times [1] Group 2 - Domestic interest in innovative drugs has surged this year, with significant BD transactions and increased R&D investment from innovative drug companies [2] - The Hong Kong pharmaceutical and biotechnology sector has shown strength, with notable stock price increases for companies like 开拓药业 (over 20%) and 复旦张江 (over 20%) [2] - The CXO and upstream life sciences sectors are expected to stabilize and improve, presenting systemic recovery opportunities [2]