汇宇制药公告，股东王晓鹏女士持有股份1703.76万股，占公司总股本4.022%；因自身资金需求，拟自 2025年10月24日至2026年1月21日，通过集中竞价减持不超过423.6万股、大宗交易减持不超过847.2万 股，合计减持不超过1270.8万股，减持比例不超过3%。 ...

登录新浪财经APP 搜索【信披】查看更多考评等级 证券代码：688553 证券简称：汇宇制药 公告编号：2025-076 四川汇宇制药股份有限公司 持股5%以上股东部分股份被轮候冻结的公告 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、准确性和完整性依法承担法律责任。 重要内容提示： ● 四川汇宇制药股份有限公司（以下简称"公司"）股东黄乾益直接持有公司股份27,219,439股，占公司 总股本比例为6.426%。 ● 2025年9月19日，股东黄乾益先生持有公司股份被四川天府新区人民法院司法轮候冻结280,000股。截 至本公告披露日，股东黄乾益先生持有公司股份中21,711,132股被司法冻结，前述股份均处于司法冻结/ 司法标记状态。本次披露的轮候冻结事项不会对公司日常经营与管理造成影响。 ■ 二、股东股份累计被冻结情况 截至公告披露日，上述股东累计被冻结股份情况如下： ■ 三、本次解除冻结/冻结对公司的影响及风险提示 黄乾益先生不属于公司的控股股东或第一大股东及其一致行动人，上述事项不会对公司控制权发生影 响，亦不会对公司生产经营产生重大影响。公司 ...

Core Viewpoint - The announcement from Huili Pharmaceutical indicates that a significant portion of shares held by the second-largest shareholder, Huang Qianyi, has been judicially frozen due to a debt contract dispute, but this will not impact the company's control or operations significantly [1][2]. Group 1: Shareholder Information - Huang Qianyi holds 27,219,439 shares, representing 6.426% of the total share capital of Huili Pharmaceutical [2]. - A total of 21,711,132 shares held by Huang have been frozen, accounting for 79.763% of his holdings and 5.125% of the company's total shares [2]. - The freezing of shares is related to a private lending dispute with Jin Zuping, who has sought property preservation through the court [2]. Group 2: Company Performance - For the first half of 2025, Huili Pharmaceutical reported revenue of approximately 453 million yuan, a decrease of 14.86% year-on-year [3]. - The net profit attributable to shareholders was approximately -80.72 million yuan, representing a decline of 223.78% year-on-year, marking the first loss in interim performance since the company went public [3]. - The basic earnings per share were reported as a loss of 0.19 yuan [3]. Group 3: Market Performance - As of September 22, the stock price of Huili Pharmaceutical closed at 24.82 yuan per share, reflecting a 1.06% increase on that day, with a total market capitalization of 10.51 billion yuan [4]. - Since the beginning of 2025, the stock price has increased by 68.39% [4].

证券代码：688553 证券简称：汇宇制药 公告编号：2025-076 四川汇宇制药股份有限公司 持股 5%以上股东部分股份被轮候冻结的公告 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、准确性和完整性依法承担法律责任。 重要内容提示： 四川汇宇制药股份有限公司（以下简称"公司"）股东黄乾益直接持有公 司股份 27,219,439 股，占公司总股本比例为 6.426%。 2025 年 9 月 19 日，股东黄乾益先生持有公司股份被四川天府新区人民 法院司法轮候冻结 280,000 股。截至本公告披露日，股东黄乾益先生持 有公司股份中 21,711,132 股被司法冻结，前述股份均处于司法冻结/司法 标记状态。本次披露的轮候冻结事项不会对公司日常经营与管理造成影 响。 | | | 二、股东股份累计被冻结情况 截至公告披露日，上述股东累计被冻结股份情况如下： | 股东名称 | 持 数 | 股 | 量 | 持股比例 | 累计被司法冻结数 | 占其所持股 | 占公司总股 | | --- | --- | --- | --- | --- | --- | --- | ...

Group 1 - The core point of the article is that Huyou Pharmaceutical has reported that a significant portion of its shareholder's shares has been judicially frozen, which may impact the company's stock performance and investor sentiment [1] - As of the announcement date, shareholder Huang Qianyi has approximately 21.71 million shares frozen, accounting for about 79.76% of his holdings and 5.13% of the company's total share capital [1] - The company's revenue composition for the year 2024 is heavily weighted towards pharmaceuticals, with 99.18% coming from this sector and only 0.82% from other businesses [1] Group 2 - Huyou Pharmaceutical's current market capitalization is 10.5 billion yuan [1]

Investment Rating - The report maintains a "Recommended" investment rating for the pharmaceutical industry as of September 21, 2025 [1] Core Insights - The trend of Chinese innovative drugs going global is a significant industry trend, with a notable increase in License-out transactions in the first half of 2025, surpassing the total number for 2024 by over half and increasing transaction amounts by 16% [2] - The report highlights the importance of structural opportunities within the industry, emphasizing the need to select high-quality companies amidst the competitive landscape [2] - The report notes that while the trend of innovative drugs going abroad continues, concerns have arisen due to fewer major transactions and proposed U.S. regulations affecting Chinese drug licensing [2] - The report identifies significant breakthroughs in small nucleic acid drugs, particularly in chronic disease areas such as hypertension, with notable partnerships and potential milestone payments [3] - The report discusses promising clinical data from Chinese ADCs presented at the World Lung Cancer Conference, showcasing competitive advantages in efficacy and safety [4] - The report mentions the advancements in GLP-1 analogs for weight loss, with ongoing developments from both multinational corporations and domestic companies [5] - The CXO sector is expected to gradually recover, driven by an increase in orders and favorable policy changes [6] - The report outlines the completion of expert reviews for the 2025 medical insurance negotiation and commercial insurance innovative drug directories, indicating potential impacts on participating companies [7] Summary by Sections 1. Pharmaceutical Market Tracking - The pharmaceutical industry index has underperformed compared to the CSI 300 index, with a recent weekly decline of 2.07% [22] - Over the past month, the industry has lagged behind the CSI 300 index by 7.79 percentage points [23] 2. Pharmaceutical Sector Trends and Valuation - The current PE (TTM) for the pharmaceutical industry index is 39.77, above the five-year historical average of 31.50 [48] 3. Recent Research Achievements - The report includes various recent research outputs, highlighting the ongoing focus on innovative drug development and market opportunities [50] 4. Recent Industry Policies and News - The report details recent policy updates from the National Medical Insurance Administration regarding drug directory adjustments and the implications for the industry [52][54]

Core Insights - On September 19, Huayu Pharmaceutical experienced a decline of 5.06%, with a stock price of 24.41 CNY per share, a trading volume of 146 million CNY, a turnover rate of 1.69%, and a total market capitalization of 10.34 billion CNY [1] Company Overview - Sichuan Huayu Pharmaceutical Co., Ltd. is located at 333 Hanyang Road, Shizhong District, Neijiang City, Sichuan Province, and was established on October 12, 2010, with its listing date on October 26, 2021 [1] - The company's main business involves the research, development, production, and domestic and international sales of drugs in the oncology field and complex injectable drugs [1] - The revenue composition of the main business includes: 97.27% from drug sales, 1.66% from technical services, and 1.07% from other sources [1] Fund Holdings - From the perspective of major fund holdings, one fund under Dacheng Fund has a significant position in Huayu Pharmaceutical [2] - Dacheng Medical Health Stock A (012045) held 431,500 shares in the second quarter, accounting for 4.07% of the fund's net value, ranking as the tenth largest holding [2] - The fund has experienced a floating loss of approximately 560,900 CNY today [2] Fund Performance - Dacheng Medical Health Stock A (012045) was established on September 16, 2021, with a latest scale of 153 million CNY [2] - Year-to-date return is 36.96%, ranking 1224 out of 4222 in its category; the one-year return is 52.07%, ranking 1953 out of 3805; since inception, it has a loss of 22.93% [2] - The fund manager, Yang Ting, has a tenure of 11 years and 89 days, with total assets under management of 1.281 billion CNY, achieving a best return of 77.63% and a worst return of -24.45% during his tenure [2]

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。 汇宇制药9月18日大宗交易平台出现一笔成交，成交量12.50万股，成交金额331.00万元，大宗交易成交 价为26.48元，相对今日收盘价溢价2.99%。该笔交易的买方营业部为西南证券股份有限公司陕西分公 司，卖方营业部为中邮证券有限责任公司西安开元路证券营业部。 进一步统计，近3个月内该股累计发生5笔大宗交易，合计成交金额为7828.84万元。 9月18日汇宇制药大宗交易一览 | 成交量 | 成交金额 | 成交价格 | 相对当日收盘折 | 买方营业部 | 卖方营业部 | | --- | --- | --- | --- | --- | --- | | （万股） | （万元） | （元） | 溢价（%） | | | | 12.50 | 331.00 | 26.48 | 2.99 | 西南证券股份有限 | 中邮证券有限责任公司西安 | | | | | | 公司陕西分公司 | 开元路证券营业部 | 证券时报·数据宝统计显示，汇宇制药今日收盘价为25.71元，上涨4.85%，日换手率为5.34%，成交额为 4.76亿元，全天主力资金净流入439.19万元， ...

Group 1 - A total of 83 stocks experienced block trades in the A-share market on September 18, with a total transaction value of 11.257 billion yuan [1] - The top three stocks by transaction value were Pudong Development Bank (6.368 billion yuan), Shenghong Technology (3.073 billion yuan), and Haoyuan Pharmaceutical (276 million yuan) [1] - Among the stocks, 21 were traded at par, 8 at a premium, and 54 at a discount; the highest premium rates were for Bangyan Technology (12.72%), Pudong Development Bank (3.29%), and Huayu Pharmaceutical-W (2.99%) [1] Group 2 - The top stocks by institutional buy amounts included Shenghong Technology (2.499 billion yuan), Dameng Data (70.342 million yuan), and Yinzhijie (54.357 million yuan) [1] - The top stocks by institutional sell amounts were Sanhua Intelligent Controls (9.11 million yuan), New Industry (7.968 million yuan), and Hailiang Co. (4.9551 million yuan) [2]

Group 1 - The Shanghai Stock Exchange's Innovation Value Index (950333) rose by 1.85%, with notable stock performances including Nanya New Materials (688519) up 17.07%, and Xinan Century (688201) up 14.07% [1] - Nearly 400 foreign institutions have conducted intensive research on A-share listed companies, with a total of around 1800 research instances, indicating sustained interest in Chinese assets [1] - Foreign institutions are focusing on high-end manufacturing and technological innovation sectors, particularly in industrial machinery, electrical equipment, electronic instruments, and healthcare [1] Group 2 - According to CITIC Securities, AI technology is rapidly integrating into various industries, leading to a continuous increase in demand for computing power due to large-scale AI models and massive data [1] - The semiconductor industry is a key battleground in the new wave of technological transformation, with semiconductor equipment being crucial for this sector [1] - The ongoing technological transformation is expected to accelerate domestic substitution, with significant replacement potential in areas with low domestic production rates [1] Group 3 - From a global liquidity perspective, the limited rise in U.S. inflation and a weakening job market have strengthened market expectations for a Federal Reserve interest rate cut [2] - The weakening U.S. dollar index may support the performance of A-shares, enhancing the outlook for the market [2] - The Innovation Value ETF closely tracks the Shanghai Stock Exchange's Innovation Value Index, which includes 100 companies with strong technological innovation capabilities, low valuations, and good profit quality [2]