Core Viewpoint - The article discusses the current funding logic in the market, highlighting the significant movements of public funds in the technology sector, particularly in the semiconductor and biopharmaceutical industries, as they adjust their portfolios based on performance and valuation metrics [3][8]. Group 1: Public Fund Movements - Public funds have shown a notable shift in their holdings, particularly in the STAR Market, with the STAR 50 Index rising by 12.1% this year [3][4]. - The total market capitalization of STAR Market companies reached 10.4 trillion yuan, with the technology sector dominating, accounting for 62.1% of the total market cap [5][6]. - The semiconductor industry remains the core focus for fund allocation, with 12 companies in the sector having a market capitalization exceeding 10 billion yuan [9][11]. Group 2: Semiconductor Sector Insights - The market's pricing anchor for the semiconductor sector has shifted from "valuation expansion" to "performance realization," emphasizing the importance of actual earnings [13][14]. - Key drivers for future growth in the semiconductor sector include strong order backlogs, profit growth through acquisitions and expansions, and sustained price increases in advanced processes [13][14]. - Public funds have significantly increased their holdings in semiconductor materials, chip design, and equipment, with companies like ShenGong Co. seeing an 11% increase in fund holdings [15][21]. Group 3: Biopharmaceutical Sector Insights - The biopharmaceutical sector is a critical area for public funds, with major holdings in companies like BeiGene and United Imaging Healthcare, although the sector has faced a reduction in holdings for several key companies [24][26]. - The article notes that innovative drug companies are currently under pressure, with significant reductions in holdings observed in companies like BaiLi TianHeng and RongChang Biopharma [26][28]. - Despite the challenges, companies with strong earnings potential and innovative drug pipelines are still attracting interest from public funds, indicating a selective investment approach [35][40].

经济观察网近期吉贝尔股东户数微增，资金呈净流入状态，股价表现略强于所属行业板块。 国信证券2026年2月医药生物行业投资策略指出，医疗服务及消费板块估值处于历史低位，2026年有望 迎来基本面修复，建议关注低估值和业绩改善标的。该研报虽未直接点名吉贝尔，但提及化学制药板块 整体机会，与公司主营业务相关。 以上内容基于公开资料整理，不构成投资建议。 近期事件 吉贝尔近期股东户数出现逆势增长，截至2026年2月10日，公司股东总数为7927户，较上期增加8户，增 幅0.10%，户均持股市值提升至72.51万元。同期，公司于2月11日披露资金流向数据，主力资金净流入 563.56万元，占总成交额12.07%，股价当日上涨0.38%。此外，公司融资余额于2月12日达2.26亿元，融 资买入额1190.65万元，显示市场活跃度有所提升。 股票近期走势 近7天，吉贝尔股价区间涨幅1.68%，最高价29.16元，最低价28.49元，区间振幅2.35%。2月13日最新收 盘价为29.04元，单日上涨0.41%，成交金额681万元，换手率0.12%。同期，医药生物板块整体微跌 0.18%，但化学制药板块上涨0.07%，吉贝尔表 ...

证券日报网讯2月12日，吉贝尔在互动平台回答投资者提问时表示，截至2026年2月10日收市，公司股东 总数为7927户。公司股东情况敬请关注公司披露的定期报告。 ...

每经AI快讯，Wind数据显示，A股2月2日共有3768只个股获融资资金买入，有447股买入金额超亿元。 其中，新易盛、中际旭创、紫金矿业融资买入金额排名前三，分别获买入48.55亿元、45.35亿元、21.78 亿元。 从融资买入额占当日总成交金额比重来看，有2只个股融资买入额占比超30%。其中楚天高速、吉贝 尔、杭电股份融资买入额占成交额比重排名前三，分别为35.31%、34.17%、28.87%。 从融资净买入金额来看，有23只个股获融资净买入超亿元。其中，湖南黄金、中国西电、胜宏科技融资 净买入金额排名前三，分别获净买入8.14亿元、2.82亿元、2.67亿元。 （文章来源：每日经济新闻） ...

Group 1 - The company, Jibeier, reported that as of January 30, 2026, the total number of shareholders is 7,919 [1]

Core Insights - The article highlights the remarkable industrial development of Zhenjiang, a small city in Jiangsu Province, which has achieved significant technological and manufacturing milestones despite its limited size and population [2][5][12]. Group 1: Economic Performance - Zhenjiang has a GDP of 554 billion yuan in 2024, ranking 57th nationally, surpassing larger cities like Taiyuan and Urumqi [7]. - The city ranks 22nd among Chinese cities in the Global Innovation Index, indicating a high level of technological innovation relative to its economic size [8][11]. Group 2: Manufacturing Strength - Zhenjiang's manufacturing sector is robust, with a reported sales revenue of over 368.4 billion yuan in 2024, growing at a rate of 13.2%, which is above the provincial average [14][21]. - The city is home to significant manufacturing clusters, including high-end equipment and new materials, with several companies recognized as "hidden champions" in their respective fields [19][21]. Group 3: Innovation and Technology - Zhenjiang has been recognized for its innovation capabilities, ranking 41st in the National Innovation City Capability Evaluation Report, which assesses cities based on various innovation metrics [9][11]. - The city has a high number of patents, with 29.71 high-value invention patents per ten thousand people, ranking 4th in Jiangsu Province [21]. Group 4: Strategic Development Approach - Zhenjiang has adopted a focused approach to industrial development, concentrating on emerging sectors such as artificial intelligence, low-altitude economy, and new energy storage [24][29]. - The city leverages its geographical position within the Yangtze River Delta to enhance resource sharing and collaboration with larger cities like Shanghai and Nanjing [28][30].

Group 1 - The company and its management are focused on the secondary market stock prices and highly value shareholder interests [1] - The company is dedicated to the development of its core business, enhancing its core competitiveness [1] - The company aims for high-quality development, continuously creating value and returning benefits to shareholders and society [1]

Core Viewpoint - The company will continue to focus on the development of its main business through various measures to promote high-quality growth [2] Group 1: Business Development Strategies - The company plans to enhance product promotion as a key strategy for growth [2] - Research and development innovation will be prioritized to drive the company's advancement [2] - Investment layout will be strategically managed to support ongoing business development [2] - The implementation of equity incentives is aimed at motivating employees and aligning their interests with the company's growth [2] - The company will work on improving its research and technology platform to bolster its competitive edge [2]

Group 1 - The company, Jibeier, reported that as of January 20, 2026, the total number of shareholders is 7,894 [2]

Core Viewpoint - The company emphasizes its diverse product range and ongoing research and development efforts to ensure long-term stable growth [1] Product Lifecycle and Pipeline Development - The company has a rich variety of products covering multiple therapeutic areas, with its main product, Likujun tablets, showing promising applications in the oral white blood cell-boosting drug sector [1] - The company is also developing innovative drugs such as the antidepressant JJH201501 and the anti-tumor drug JJH201601, supported by its research technology platforms including compound formulation, deuterated drug, and liposome drug development technologies [1]