阳光诺和公告，公司于2026年1月27日召开第二届董事会第二十八次会议，审议通过了《关于终止发行 股份及可转换公司债券购买资产并募集配套资金暨关联交易事项并撤回申请文件的议案》，同意终止发 行股份及可转换公司债券购买资产并募集配套资金暨关联交易事项并撤回申请文件。 ...

Core Viewpoint - The pharmaceutical sector is experiencing significant capital inflow, driven by the emergence of Nipah virus cases in India, which has heightened interest in vaccines and innovative drugs, alongside the continuous expansion of Chinese pharmaceutical companies in overseas markets [1] Group 1: Market Dynamics - On January 26, the pharmaceutical sector saw a notable increase in capital inflow, with market sentiment becoming more active due to multiple factors, including marginal improvements in industry fundamentals and supportive policies [1] - The emergence of overseas pandemic events, such as Nipah virus infections, has reignited market focus on vaccines, antiviral drugs, and public health defense systems, reinforcing long-term investment confidence in the pharmaceutical sector, particularly in innovative drugs, vaccines, and diagnostics [1] Group 2: Structural Opportunities - Recent institutional insights indicate that structural opportunities within the pharmaceutical sector are becoming clearer, with the strong momentum of innovative drugs continuing to be a core driver of the sector [1] - By January 2026, several companies, including Yilian Biotech and Rongchang Biotech, have achieved licensing agreements, validating the global competitiveness of Chinese innovative drugs, especially in cutting-edge technology areas like ADC, bispecific antibodies, and small nucleic acids [1] Group 3: Sector Developments - Progress in specific subfields is enhancing confidence in the sector, with small nucleic acid drugs showing positive clinical data in chronic hepatitis B and metabolic diseases, attracting accelerated investments from leading domestic and international companies [2] - Breakthroughs in oral immunomodulatory drugs targeting new pathways provide new treatment options for difficult diseases such as psoriasis and ulcerative colitis, warranting ongoing monitoring of related domestic companies' clinical advancements [2] - The GLP-1 class products maintain high demand in the weight loss and diabetes markets, with a gradually forming domestic pricing system and rapid overseas market expansion opening up further growth opportunities [2] Group 4: Investment Strategies - Institutions suggest investors focus on the following main lines for pharmaceutical sector investments: - Concentrate on cutting-edge areas of innovative drugs, particularly in the accelerating overseas expansion of bispecific antibodies, ADC, and small nucleic acids, such as YK Pharma and Sunlight Novo [3] - Capitalize on innovative breakthroughs in tumor therapeutic vaccines [3] - Invest in the CXO and research service industry chain that supports innovative research and development, such as Yinos and Zhaoyan New Drug [3] - Pay attention to traditional Chinese medicine and pharmacy sectors with overseas potential or high dividend defensive attributes, such as Zoli Pharmaceutical, Dong'e Ejiao, and Yifeng Pharmacy [3]

Group 1 - The core point of the news is that Yangguang Nuohuo's stock price has dropped by 5.05%, currently trading at 69.15 yuan per share, with a total market capitalization of 7.745 billion yuan [1] - Yangguang Nuohuo is primarily engaged in the development of generic drugs, consistency evaluation, and innovative drug development, with 99.91% of its revenue coming from CRO services [1] - The company was established on March 9, 2009, and went public on June 21, 2021, located in Changping District, Beijing [1] Group 2 - According to data, the fund "Guangda Baodexin Health Youjia Mixed A" holds a significant position in Yangguang Nuohuo, having reduced its holdings by 83,700 shares in the fourth quarter, now holding 343,900 shares, which represents 2.8% of the fund's net value [2] - The fund has a total scale of 761 million yuan and has achieved a return of 5.95% this year, ranking 4476 out of 9003 in its category [2] - The fund manager, Xu Xiaojie, has been in position for 10 years and 260 days, with the best fund return during this period being 203.27% [3]

1月22日阳光诺和大宗交易一览 | 成交量 | 成交金额 | 成交价格 | 相对当日收盘折 | 买方营 | 卖方营业部 | | --- | --- | --- | --- | --- | --- | | （万股） | （万元） | （元） | 溢价（%） | 业部 | | | 50.00 | 3575.50 | 71.51 | -1.50 | 机构专 | 东吴证券股份有限公司苏州工业园 | | | | | | 用 | 区扬富路证券营业部 | （文章来源：证券时报网） 证券时报·数据宝统计显示，阳光诺和今日收盘价为72.60元，下跌0.47%，日换手率为2.65%，成交额为 2.17亿元，全天主力资金净流入951.48万元，近5日该股累计下跌3.90%，近5日资金合计净流入362.16万 元。 两融数据显示，该股最新融资余额为6.91亿元，近5日增加1762.94万元，增幅为2.62%。 据天眼查APP显示，北京阳光诺和药物研究股份有限公司成立于2009年03月09日，注册资本11200万人 民币。（数据宝） 阳光诺和1月22日大宗交易平台出现一笔成交，成交量50.00万股，成交金额3575.50万元，大宗交易 ...

| 交易日期 证券简称 | | 证券代码 | 成交价(元) 成交金额(万元) 成交量(*) 买入营业部 | | | 卖出营业部 | 是否为专场 | | --- | --- | --- | --- | --- | --- | --- | --- | | 2026-01-22 | 阳光诺和 | 688621 | 71.51 3575.5 | 50 | 机构专用 | 泰昌景落壁望基礎 | Ka | 1月22日，阳光诺和大宗交易成交50万股，成交额3575.5万元，占当日总成交额的14.15%，成交价71.51 元，较市场收盘价72.6元折价1.5%。 ...

公告显示，本次递交的ABA001注射液为1类创新药，拟申报适应症为高血压。 北京商报讯（记者 丁宁）1月21日晚间，阳光诺和（688621）发布公告称，公司及全资子公司北京阿尔 纳科技有限公司收到国家药品监督管理局核准签发的《受理通知书》，在研项目ABA001注射液的临床 试验申请获得受理。 ...

Group 1: Profit Forecasts - Limin Co. expects a net profit of 465 million to 500 million yuan for 2025, representing a year-on-year increase of 471.55% to 514.57% [1] - Guohui Energy anticipates a net profit of 1.32 billion to 1.47 billion yuan for 2025, reflecting a decline of 50.03% to 55.13% year-on-year [2] - Jiajia Yue forecasts a net profit of 198 million to 228 million yuan for 2025, indicating a growth of 50.06% to 72.79% year-on-year [3] - Xianghe Industry projects a net profit of 120 million to 148 million yuan for 2025, with an expected increase of 59.17% to 96.31% year-on-year [4] - Aojie Technology predicts a net profit of 90 million to 120 million yuan for 2025, showing a growth of 228.34% to 337.79% year-on-year [14] - Shanghai Electric expects a net profit of 1.1 billion to 1.32 billion yuan for 2025, representing an increase of approximately 47% to 76% year-on-year [15] - Tianfu Communication anticipates a net profit of 1.881 billion to 2.15 billion yuan for 2025, reflecting a growth of 40% to 60% year-on-year [16] - Yichang Technology forecasts a net profit of 150 million to 225 million yuan for 2025, indicating a year-on-year increase of 58% to 138% [29] - Shanghai Yizhong expects a net profit of 60 million to 70 million yuan for 2025, representing a significant increase of 760.18% to 903.54% year-on-year [41] Group 2: Loss Forecasts - Kexin Electromechanical anticipates a net profit of 55 million to 70 million yuan for 2025, reflecting a decline of 58.65% to 67.51% year-on-year [11][12] - Kexin Technology expects a net loss of 900 million to 1.2 billion yuan for 2025, which is an increase in loss of 78.67% to 84% year-on-year [10] - Tianyang New Materials forecasts a net loss of 250 million to 180 million yuan for 2025, compared to a loss of 213 million yuan in the previous year [20] - Bo Rui Data anticipates a net loss of 90 million to 100 million yuan for 2025, which is an increase in loss of 15.17 million to 25.17 million yuan year-on-year [19] - Xinlian Integrated expects a net loss of 577 million yuan for 2025, which is a reduction in loss of approximately 40.02% compared to the previous year [40] - Fangshilong forecasts a net loss of 4 million to 6 million yuan for 2025 [30] Group 3: Strategic Developments - Lianlong signed a strategic framework agreement with Runyinglian to enhance the reliability and efficiency of the lubricant additive supply chain in China and the Asia-Pacific region [7] - Han Jian Heshan is planning to acquire a 52.51% stake in Liaoning Xingfu New Materials Co., Ltd., with stock suspension expected for up to 9 trading days [13] - Kai Zhong Precision plans to invest 116 million yuan in a technical transformation and expansion project to meet future capacity demands [34] - Tianfu Communication is expected to engage in clinical trials for its ABA001 injection, which has received approval from the National Medical Products Administration [17]

ABA001 注射液为靶向血管紧张素原(AGT)的信使RNA(mRNA)基因的小干扰核苷酸药物，偶联N-乙酰 半乳糖胺(N-Acetylgalactosamine，GalNAc)递送系统，可精准地将药物递送至肝脏细胞，通过siRNA的 干扰沉默机制，从源头靶向沉默AGT的信使RNA，阻断AGT蛋白的合成，从根本上抑制肾素-血管紧张 素-醛固酮系统(Renin-Angiotensin-Aldosterone System，RAAS)升高血压的作用，从而降低血压。同类 siRNA药物Zilebesiran的临床研究已证实该机制的有效性与安全性，单次给药疗效可持续24周，为 ABA001注射液的开发提供了充分的科学依据。非临床研究表明，本品1mg/kg即可显著降低血压，动物 耐受良好，具有较高的安全性，有望实现每3个月或半年给药一次的长效降压效果，其长效给药特性有 望突破现有治疗瓶颈，为高血压患者提供更优治疗选择。 智通财经APP讯，阳光诺和(688621.SH)发布公告，近日，公司及全资子公司北京阿尔纳科技有限公司 收到国家药品监督管理局核准签发的《受理通知书》，在研项目ABA001注射液的临床试验申请获得受 理 ...

根据法规，若60日内未收到药审中心否定意见，公司将正式启动Ⅰ期临床。阳光诺和表示，将快速推进 后续试验与注册，争取早日为近3亿中国高血压患者提供更便捷、长效的干预手段。(燕云) 1月21日晚间，阳光诺和(688621)公告称其子公司北京阿尔纳科技有限公司联合北京安龙生物医药有限 公司开发的1类化药创新药——ABA001注射液临床试验申请已获国家药监局正式受理(受理号 CXHL2600091)。该药拟用于原发性高血压患者，规格1ml:200mg。临床前研究显示，ABA001可精准递 送至肝细胞，从源头沉默AGT mRNA，阻断RAAS通路升压活性，低剂量即可显著、持久降低大鼠血 压，动物耐受良好；海外由Alnylam/罗氏联合开发的同类品种Zilebesiran已验证该机制单次给药疗效可 维持24周。阳光诺和据此计划探索每3个月甚至半年给药一次的超长效降压方案，如后续临床试验证 实，将突破现有高血压每日服药瓶颈，显著提升患者依从性。 ...

ABA001 注射液拟申报适应症为高血压。 格隆汇1月21日丨阳光诺和(688621.SH)公布，近日，公司及全资子公司北京阿尔纳科技有限公司收到国 家药品监督管理局核准签发的《受理通知书》，在研项目 ABA001 注射液的临床试验申请获得受理。 ABA001 注射液为靶向血管紧张素原(AGT)的信使RNA(mRNA)基因的小干扰核苷酸药物，偶联 N-乙酰 半乳糖胺(N-Acetylgalactosamine，GalNAc)递送系统，可精准地将药物递送至肝脏细胞，通过 siRNA 的 干扰沉默机制，从源头靶向沉默 AGT 的信使 RNA，阻断 AGT 蛋白的合成，从根本上抑制肾素-血管紧 张素-醛固酮系统(Renin-Angiotensin-Aldosterone System，RAAS)升高血压的作用，从而降低血压。同类 siRNA 药物 Zilebesiran 的临床研究已证实该机制的有效性与安全性，单次给药疗效可持续 24 周，为 ABA001 注射液的开发提供了充分的科学依据。非临床研究表明，本品 1mg/kg 即可显著降低血压，动 物耐受良好，具有较高的安全性，有望实现每 3 个月或半年给药一次的长 ...