数据显示，平安基金旗下1只基金位居汇宇制药十大流通股东。平安医疗健康混合A（003032）三季度 新进十大流通股东，持有股数683.78万股，占流通股的比例为1.99%。根据测算，今日浮盈赚取约 649.59万元。连续4天上涨期间浮盈赚取841.05万元。 1月7日，汇宇制药涨5.02%，截至发稿，报19.86元/股，成交1.36亿元，换手率2.03%，总市值84.13亿 元。汇宇制药股价已经连续4天上涨，区间累计涨幅6.96%。 资料显示，四川汇宇制药股份有限公司位于四川省内江市市中区汉阳路333号3幢，成立日期2010年10月 12日，上市日期2021年10月26日，公司主营业务涉及肿瘤领域药物和复杂注射剂药物的研发、生产和国 内外销售。主营业务收入构成为：药品销售97.27%，技术服务1.66%，其他1.07%。 从汇宇制药十大流通股东角度 责任编辑：小浪快报 平安医疗健康混合A（003032）成立日期2017年11月24日，最新规模20.28亿。今年以来收益6.44%，同 类排名330/8823；近一年收益58.74%，同类排名1363/8083；成立以来收益141.97%。 平安医疗健康混合A（00 ...

Investment Rating - The investment rating for the company is "Buy" [7][13] Core Insights - The company is accelerating its innovation pipeline with 14 Class I innovative drug projects, including dual-target small molecules and biopharmaceuticals, with expectations of 2-3 innovative drugs entering clinical research each year over the next three years [4] - The company has achieved significant overseas certifications for its generic drugs, which is expected to drive a turnaround in performance [8] - The company experienced a decline in revenue and net profit in 2025, but is projected to see improvement in 2026 due to anticipated growth in overseas business and marginal improvements in domestic generic drug procurement [5] Financial Summary - As of Q1-Q3 2025, the company reported revenue of 742 million yuan, a decrease of 12.92%, and a net profit attributable to shareholders of -50.81 million yuan, a decline of 122.35% [5] - Revenue projections for 2025-2027 are 1.196 billion yuan, 1.446 billion yuan, and 1.742 billion yuan, respectively, with net profits expected to be 91 million yuan, 201 million yuan, and 300 million yuan [9][10] - The company’s PE ratios for 2025, 2026, and 2027 are projected to be 83.03, 37.57, and 25.10, respectively [5][9]

Group 1 - The core investment theme for the pharmaceutical industry in 2025 is the overseas expansion of innovative drugs, which is expected to yield excess returns compared to the broader pharmaceutical sector and the CSI 300 index [2][21] - The innovative drug index has shown a significant increase, outperforming the pharmaceutical biological index by 37.48 percentage points, with a year-to-date increase of 65.99% [21] - Major transactions in the ADC and dual antibody fields are anticipated to continue, while there is a need to avoid repetitive competition in areas like small nucleic acids and focus on unmet clinical needs [3][4] Group 2 - The report emphasizes the importance of overseas markets for both innovative drugs and medical devices, suggesting that companies should seek growth opportunities beyond domestic market saturation [4][5] - The Chinese pharmaceutical industry is gradually becoming a global innovation center, with significant advancements in dual antibodies and ADCs, while also making strides in emerging fields like small nucleic acids and inhalation formulations [5][6] - The report highlights that the overseas authorization revenue has become a crucial funding source for innovative drug development, with a total upfront payment of $4.551 billion in the first three quarters of 2025 [29][32] Group 3 - The medical device sector is experiencing a shift towards overseas expansion, with a focus on high-value consumables and IVD products, as Chinese companies enhance their market share [7][55] - The export growth of high-value consumables is significant, with a recorded increase of 10.75% in the first half of 2025, particularly in the North American and European markets [57][66] - The report notes that the certification and market establishment processes for high-value consumables are long-term investments, requiring compliance with stringent regulations in the EU and the US [60][61] Group 4 - The recovery of financing in the domestic innovative drug sector has been robust, with a total of 324 financing events amounting to $5.51 billion in the first three quarters of 2025, marking a 67.6% increase year-on-year [70][72] - The CXO industry is experiencing varied recovery rhythms across different segments, with some areas like CDMO seeing order growth due to overseas financing recovery [74]

融资方面，汇宇制药当日融资买入482.31万元。当前融资余额2.64亿元，占流通市值的4.25%，融资余 额超过近一年90%分位水平，处于高位。 融券方面，汇宇制药12月23日融券偿还0.00股，融券卖出0.00股，按当日收盘价计算，卖出金额0.00 元；融券余量1.02万股，融券余额18.43万元，超过近一年90%分位水平，处于高位。 12月23日，汇宇制药跌1.47%，成交额4670.30万元。两融数据显示，当日汇宇制药获融资买入额482.31 万元，融资偿还460.88万元，融资净买入21.44万元。截至12月23日，汇宇制药融资融券余额合计2.64亿 元。 责任编辑：小浪快报 分红方面，汇宇制药A股上市后累计派现4.74亿元。近三年，累计派现3.85亿元。 机构持仓方面，截止2025年9月30日，汇宇制药十大流通股东中，平安医疗健康混合A（003032）位居 第七大流通股东，持股683.78万股，为新进股东。 资料显示，四川汇宇制药股份有限公司位于四川省内江市市中区汉阳路333号3幢，成立日期2010年10月 12日，上市日期2021年10月26日，公司主营业务涉及肿瘤领域药物和复杂注射剂药物的研发、 ...

欧科亿：股东拟减持不超过1.89%公司股份 12月23日晚，欧科亿(688308)发布公告称，股东袁美和因自身资金需求，拟通过集中竞价或大宗交易方 式减持不超过300万股，即不超过公司总股本的1.89%。 天创时尚：筹划控制权变更事项 股票继续停牌 12月23日晚，天创时尚(603608)发布公告称，公司控股股东泉州禾天投资合伙企业（普通合伙）及实控 人李林正在筹划公司控制权变更事宜，目前正在积极推动此次重大事项的各项工作，公司预计无法在12 月24日复牌。公司股票、可转债债券以及可转债转股将于12月24日继续停牌，预计继续停牌时间不超过 3个交易日。 中国电建：前11月新签合同额10317.55亿元 同比下降1.65% 12月23日晚，中国电建(601669)发布公告称，公司2025年1月至11月新签项目7382个，新签合同金额合 计10317.55亿元，同比下降1.65%。 派林生物：全资子公司药物临床试验获得批准 12月23日晚，派林生物(000403)发布公告称，全资子公司广东双林收到国家药监局核准签发的《药物临 床试验批准通知书》，同意广东双林开展静注人免疫球蛋白（pH4）生产工艺变更后的临床试验。 ...

一、药品基本情况 四川汇宇制药股份有限公司 自愿披露西咪替丁注射液获得药品注册证书的公告 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。 四川汇宇制药股份有限公司（以下简称"公司"）于近日收到国家药品监督 管理局核准签发的公司产品西咪替丁注射液的《药品注册证书》，现将相关情况 公告如下： 二、药品的其他相关情况 证券代码：688553 证券简称：汇宇制药 公告编号：2025-097 | 药品名称 | 西咪替丁注射液 | | --- | --- | | 剂型 | 注射剂 | | 规格 | 2ml:0.2g | | 注册分类 | 化学药品3类 | | 药品有效期 | 18个月 | | 上市许可持有人 | 四川汇宇制药股份有限公司 | | 生产企业 | 成都天台山制药股份有限公司 | | 受理号 | CYHS2401262； | | 证书编号 | 2025S03806； | | 药品批准文号 | 国药准字 H20256290； | | 审批结论 | 根据《中华人民共和国药品管理法》及有关规定，经审查，本品符合 | | | 药品注 ...

公司获批的西咪替丁注射液注册分类为化学药品3类，按照与参比制剂质量和疗效一致的技术要求审评 并获批，批准后视同通过仿制药质量和疗效一致性评价。根据国家相关政策，通过一致性评价的药品品 种在医保支付及医疗机构采购等领域将获得更大的支持力度。公司研发的西咪替丁注射液通过仿制药一 致性评价，提升了自身的竞争能力，对公司的发展起到积极作用。 智通财经APP讯，汇宇制药(688553.SH)发布公告，公司于近日收到国家药品监督管理局核准签发的公 司产品西咪替丁注射液的《药品注册证书》，西咪替丁注射液主要适应症为消化道溃疡。 ...

人民财讯12月23日电，汇宇制药(688553)12月23日公告，公司近日收到国家药监局核准签发的公司产品 西咪替丁注射液的《药品注册证书》。西咪替丁注射液主要适应症为消化道溃疡。 ...

汇宇制药公告，近日收到国家药品监督管理局核准签发的公司产品西咪替丁注射液的《药品注册证 书》。西咪替丁注射液主要适应症为消化道溃疡。原研住友ファーマ株式会社的西咪替丁注射液尚未在 国内上市。截至目前，国内已有11家企业持有西咪替丁注射液的批件并通过或视同通过仿制药质量和疗 效一致性评价，包括汇宇制药、江苏涟水、山西诺成等企业。 ...

Key Points - The article discusses significant fund establishment events in China from December 15 to December 21, highlighting various government and private sector initiatives aimed at fostering innovation and investment in key industries [5]. Government-Backed Funds - Shenzhen has established a new fund, the Shenzhen National Innovation Fund, with a total capital of 18.9 billion RMB, focusing on venture capital investments in unlisted companies [7]. - Inner Mongolia has launched a 6 billion RMB mother fund for strategic emerging industries, with a focus on attracting social capital for investments in nine key sectors, including new information technology and high-end equipment manufacturing [8]. - Jinan has initiated a 5 billion RMB artificial intelligence industry fund to support hard technology sectors, including model development and intelligent computing [9]. - Beijing's Fengtai District has set up a 5 billion RMB government investment mother fund to enhance regional industrial ecosystems [9]. - Chaoyang District in Beijing has created two 20 billion RMB funds to support digital economy development, focusing on various emerging industries [10]. Private Sector Initiatives - The Xuzhou Guorun Industry Investment Fund has been established with a total scale of 2 billion RMB, targeting strategic emerging industries and future industries [10]. - Hubei Cultural Tourism Group and Jingmen City have signed an agreement to establish a 1 billion RMB aerospace and digital industry fund, focusing on low-altitude economy sectors [11]. - The Hangzhou Western Common Prosperity Fund has been launched with a total scale of 1 billion RMB, aimed at supporting high-quality projects in the region [12]. - The Suqian New Materials Mother Fund has successfully registered its first sub-fund with a scale of 500 million RMB, focusing on key material sectors [12]. Academic and Collaborative Funds - Wuhan University of Science and Technology has initiated a 200 million RMB seed fund in collaboration with local government and industry partners, focusing on early-stage technology projects [13]. - Tianjin Economic Development Zone has established a 120 million RMB new venture capital fund, targeting hard technology sectors [14]. - The Nanjing AIC Fund has completed its first project investment of 50 million RMB in a key industrial digital transformation company [15]. Emerging Industry Focus - The Yunnan Advanced Manufacturing Equity Investment Mother Fund has been registered, focusing on traditional industry upgrades and strategic emerging industries [16][17]. - The Hubei Port and Shipping Development Fund is seeking to recruit fund management institutions to invest in logistics and transportation sectors [18]. - The Hainan Aerospace Star Arrow Manufacturing Fund aims to attract social capital for aerospace-related investments, with a target scale of 3 billion RMB [19]. Conclusion - The article emphasizes the growing trend of establishing various funds across China, driven by both government and private sectors, to support innovation and development in key industries, particularly in technology and manufacturing sectors [5].