悦康药业集团股份有限公司 简式权益变动报告书 上市公司名称：悦康药业集团股份有限公司 股票简称：悦康药业 悦康药业集团股份有限公司简式权益变动报告书 股票代码：688658 上市地点：上海证券交易所 信息披露义务人名称：阜阳京悦永顺信息咨询有限公司 住所：安徽省阜阳市颍东区新华街道富颍路 70 号院内五楼 503 室 通讯地址：安徽省阜阳市颍东区新华街道富颍路 70 号院内五楼 503 室 信息披露义务人一致行动人 1：菏泽三荣股权投资合伙企业（有限合伙） 主要经营场所：山东省菏泽市牡丹区牡丹街道 240 国道新经济产业园 A3 座 A 区-11 通讯地址：山东省菏泽市牡丹区牡丹街道 240 国道新经济产业园 A3 座 A 区 -11 信息披露义务人一致行动人 2：菏泽峰胜股权投资合伙企业（有限合伙） 主要经营场所：山东省菏泽市牡丹区牡丹街道 240 国道新经济产业园 A3 座 A 区-9 通讯地址：山东省菏泽市牡丹区牡丹街道 240 国道新经济产业园 A3 座 A 区 -9 信息披露义务人一致行动人 3：菏泽锦然股权投资合伙企业（有限合伙） 1 悦康药业集团股份有限公司简式权益变动报告书 主要经营场所：山东 ...

证券代码：688658 证券简称：悦康药业 公告编号：2025-034 悦康药业集团股份有限公司 关于公司控股股东所持部分股份被司法拍卖完成过 户登记暨权益变动跨越 5%整数倍的提示性公告 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： 本次权益变动系悦康药业集团股份有限公司（以下简称"公司"）控股股东 阜阳京悦永顺信息咨询有限公司（以下简称"京悦永顺"）持有的公司 26,500,000 股无限售流通股股票被司法拍卖完成过户登记所致。 本次权益变动前，公司控股股东京悦永顺持有公司股份为 180,240,120 股， 占公司总股本的 40.05%。公司控股股东及其一致行动人共同持有公司 245,447,562 股，占公司总股本的 54.54%。本次权益变动后，公司控股股东 京悦永顺持有公司股份为 153,740,120 股，占公司总股本的 34.16%。公司控 股股东及其一致行动人共同持有公司股份数量变为 218,947,562 股，占公司 总股本的 48.66%。 本次权益变动属于执行法院裁定导致的被动减持 ...

证券代码：688658 证券简称：悦康药业 公告编号：2025-035 悦康药业集团股份有限公司 关于控股股东部分股份解除冻结的公告 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： 一、本次解除冻结的股份原冻结情况 公司已对京悦永顺持有本公司的 41,768,846 股股份被冻结的相关情况进行 了 披 露 ， 具 体 详 见 公 司 于 2025 年 4 月 28 日 在 上 海 证 券 交 易 所 网 站 （www.sse.com.cn）及指定媒体披露的《悦康药业集团股份有限公司关于控股股 东部分股份被冻结的公告》（公告编号：2025-020）。 二、本次控股股东持有公司股份被解除冻结的情况 近日，公司控股股东京悦永顺收到北京市第二中级人民法院执行裁定书 （（2025）京 02 执恢 18 号），并转达公司。京悦永顺所持公司股份因司法拍卖的 26,500,000 股公司股份已完成过户登记。具体详见公司同日在上海证券交易所网 站（www.sse.com.cn）及指定媒体披露的《关于公司控股股东所持部分股份被 ...

Investment Rating - The report maintains an "Overweight" rating for the pharmaceutical and biotechnology industry, expecting the industry index to outperform the market index by over 10% in the next six months [1][40]. Core Insights - The SW pharmaceutical and biotechnology industry outperformed the CSI 300 index, rising by 7.84% from July 11 to July 24, 2025, exceeding the CSI 300's performance by approximately 4.13 percentage points [4][14]. - Most sub-sectors within the industry recorded positive returns during the same period, with the medical research outsourcing and raw materials sectors leading with increases of 14.23% and 9.30%, respectively [4][15]. - Approximately 91% of stocks in the industry achieved positive returns, with notable performers including Borui Pharmaceutical, which saw a weekly increase of 78.98% [16]. Summary by Sections 1. Market Review - The SW pharmaceutical and biotechnology industry outperformed the CSI 300 index, with a rise of 7.84% from July 11 to July 24, 2025, surpassing the CSI 300 by about 4.13 percentage points [14]. - Most sub-sectors recorded positive returns, particularly medical research outsourcing and raw materials, which increased by 14.23% and 9.30%, respectively [15]. - About 91% of stocks in the industry had positive returns, with Borui Pharmaceutical leading at 78.98% [16]. 2. Industry News - The report highlights the ongoing progress of the 11th batch of national drug procurement, with significant updates provided during a government open day event on July 22, 2025 [4][28]. - The announcement of the 11th batch of national drug procurement included a notification for drug information submission, which was highly anticipated [4][28]. 3. Company Announcements - Yekang Pharmaceutical announced that its subsidiary received FDA approval for clinical trials of YKYY029 injection for hypertension treatment [29]. 4. Industry Outlook - The report maintains an "Overweight" rating for the industry, citing a continuous rise in the pharmaceutical and biotechnology sector driven by positive sentiment towards innovative drugs and improved financing data [30]. - The report suggests focusing on investment opportunities within the innovative drug supply chain and highlights several companies across various segments, including medical devices, pharmaceutical commerce, and innovative drugs [30][32].

Group 1 - Leshan Electric achieved operating revenue of 1.623 billion yuan, a year-on-year increase of 1.94%, and a net profit of 7.9031 million yuan, a year-on-year decrease of 14.55% [1] - Zhimingda reported operating revenue of 295 million yuan, a year-on-year increase of 84.83%, and a net profit of 38.3 million yuan, a year-on-year increase of 2147.93% [2] - Dahu Co. reported operating revenue of 426 million yuan, a year-on-year decrease of 14.40%, and a net loss of 2.5716 million yuan, an improvement from a loss of 13.7824 million yuan in the same period last year [3] - Yubang Electric expects a net profit of 21.2 million to 25 million yuan, a year-on-year decrease of 35.47% to 45.28% [4] - Zhejiang Securities achieved operating revenue of 6.512 billion yuan, a year-on-year decrease of 18.60%, and a net profit of 1.149 billion yuan, a year-on-year increase of 46.54% [5] - Huashu Media reported operating revenue of 4.435 billion yuan, a year-on-year increase of 2.07%, and a net profit of 254 million yuan, a year-on-year increase of 4.63% [7] Group 2 - Sinopec reported oil and gas equivalent production of 262.81 million barrels, a year-on-year increase of 2%, and crude oil processing volume of 119.97 million tons, a year-on-year decrease of 5.3% [8] - Hengrui Medicine's subsidiary received approval for clinical trials of HRS8179, aimed at reducing brain edema after stroke [8] - Hengrui Medicine's subsidiary also received approval for clinical trials of HRS-1893, intended for treating heart failure with preserved ejection fraction [8] - Wanfu Co. announced a plan to reduce its stake by up to 2% through block trading [10] - Biological Co. received a warning letter from the Inner Mongolia Securities Regulatory Bureau for inaccuracies in financial reporting [11] - Zhujiang Co. reported a signed construction area of 47.1432 million square meters across 396 projects [13] Group 3 - Watson Bio received a patent for a peptide delivery system for RNA drugs [15] - Sanwei Chemical signed 31 new contracts worth 335 million yuan in the second quarter [17] - Shenzhou Cell's SCT640C injection received approval for clinical trials for rheumatoid arthritis [18] - Xinjiang Jiaojian reported new contracts worth 1.434 billion yuan in the second quarter [19] - Lais Information plans to use 550 million yuan of idle funds for cash management [21] - Zhongqi New Materials signed a mining rights transfer contract, increasing production capacity [22] Group 4 - Hengtong Optic-Electric won multiple marine energy projects worth 1.509 billion yuan [24] - China State Construction signed new contracts totaling 2.501 trillion yuan in the first half of the year [26] - David Medical's ventilator product registration application has been accepted [28] - Tianhai Defense's subsidiary signed a construction contract worth 16.224 million yuan [29] - Nantian Information plans to sign a procurement framework contract worth 58.27 million yuan with its controlling shareholder [31] - Baida Group announced a plan to reduce its stake by up to 3% [32] Group 5 - Jinli Permanent Magnet plans to issue $117.5 million in convertible bonds [34] - Haizheng Pharmaceutical's fumarate bedaquiline raw material drug application has been approved [36] - Huatai passed the advanced intelligent factory re-evaluation in Anhui Province [37] - Everbright Bank's shareholder increased its stake from 7.08% to 8% [40] - Supor reported total operating revenue of 11.478 billion yuan, a year-on-year increase of 4.68%, and a net profit of 940 million yuan, a year-on-year decrease of 0.07% [41] - Qianjin Pharmaceutical's subsidiaries received registration certificates for two drugs [42]

一、函告主要内容： 1、药品名称：YKYY029 注射液 2、IND 编号：176571 证券代码：688658 证券简称：悦康药业 公告编号：2025-033 悦康药业集团股份有限公司 关于自愿披露子公司 YKYY029 注射液 获得 FDA 临床试验批准的公告 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。 悦康药业集团股份有限公司（以下简称"公司"）子公司北京悦康科创医 药科技股份有限公司（以下简称"悦康科创"）于近日获得美国食品药品监督 管理局（以下简称"FDA"）关于同意 YKYY029 注射液用于治疗高血压进行 临床试验的函告（Study May Proceed Letter，IND 编号：176571）。现将相关情 况公告如下： 3、申请适应症：高血压 有全球独占权益。 该产品近日也已获得国家药品监督管理局（以下简称"NMPA"）核准签 发的关于 YKYY029 注射液用于治疗高血压的《药物临床试验批准通知书》 （通知书编号：2025LP01808），具体内容详见《悦康药业集团股份有限公司 关于自愿披露子公司 ...

Core Viewpoint - YKYY029 injection, developed by YKANG Pharmaceutical and Hangzhou Tianlong, has received approval for clinical trials, marking a significant milestone in the company's drug development efforts [1][2]. Group 1: Drug Development - YKYY029 is a novel siRNA drug targeting the AGT gene, featuring a unique sequence and a proprietary delivery system developed by the company, which has been granted a national patent [2]. - The drug utilizes a GalNAc delivery system for efficient liver-targeted delivery, enhancing its therapeutic potential [2]. - The approval of the IND for YKYY029 is seen as a testament to the company's capabilities in new drug development, reinforcing its competitive edge in the cardiovascular disease sector [3]. Group 2: Preclinical Research - Preclinical studies have demonstrated significant AGT suppression activity in both in vitro and in vivo models [3]. - In pharmacological trials on spontaneously hypertensive crabs, YKYY029 maintained normal blood pressure levels, achieving a reduction of over 20 mmHg in systolic blood pressure at the study endpoint [3]. - Toxicity tests in SD rats and crabs showed no adverse reactions at high doses, indicating good safety and tolerability [3]. Group 3: Publication and Future Potential - Research papers related to YKYY029 have been published in the reputable journal "Molecular Therapy Nucleic Acids," highlighting the drug's enhanced efficacy and safety in various animal models [3]. - The combination of optimized sequence composition, modification patterns, and delivery systems is expected to further improve the drug's clinical trial outcomes for hypertension treatment [3].

Core Viewpoint - The AI Fund Zhaoshang Frontier Healthcare Stock A (011373) reported a profit of 41.645 million yuan for Q2 2025, with a fund net value growth rate of 7.89% and a total fund size of 570 million yuan as of the end of Q2 2025 [2][12]. Fund Performance - The fund's weighted average profit per share for the reporting period was 0.0404 yuan [2]. - As of July 17, the unit net value was 0.625 yuan [2]. - The fund's performance over various time frames includes a 32.00% growth rate over the last three months, 43.06% over the last six months, and 42.96% over the last year, ranking 22/54 and 21/53 among comparable funds respectively [2]. Fund Management - The fund is managed by Li Jiasun, who oversees four funds, all of which have shown positive returns over the past year [2]. - The fund focuses on sectors with a comparative advantage in certain growth, particularly in innovative drugs, R&D outsourcing, medical devices, and AI healthcare [2]. Risk Metrics - The fund's three-year Sharpe ratio stands at -0.1027, ranking 28/46 among comparable funds [7]. - The maximum drawdown over the last three years was 48.11%, with the largest single-quarter drawdown occurring in Q3 2022 at 26.38% [8]. Investment Strategy - The fund maintains a high stock position, averaging 90.79% over the last three years, with a peak of 94.27% at the end of Q3 2024 [11]. - The fund has a high concentration in its top ten holdings, which have consistently exceeded 60% over the past two years [15].

Policy Developments - The National Medical Products Administration (NMPA) has released a draft for public consultation regarding the adjustment of medical device classifications, aiming to optimize the registration and filing requirements for medical devices [1] Drug Approval - Yuyuan Pharmaceutical's YKYY029 injection has received clinical trial approval for treating hypertension, marking a significant step in the development of a novel siRNA drug [2] - Hengrui Medicine has received clinical trial approvals for four drugs, including SHR-8068 injection and Abediterib injection, with total R&D investments amounting to approximately 20.33 million yuan [3] Financial Reports - Microchip Biotech expects a net profit of 30.06 million yuan for the first half of 2025, driven by increased sales from new drug listings and optimized sales strategies [4] - China National Pharmaceutical Modern reported a 6.46% decline in net profit for the first half of the year, attributed to decreased sales and prices of certain antibiotics and other products [5] Capital Market - Tigermed announced the sale of its stake in Lixin Pharmaceutical for approximately 34.11 million USD, reflecting a strategic move in the context of the domestic pharmaceutical industry's consolidation [6] Industry Events - A breakthrough in brain-computer interface technology has been achieved in Shanghai, allowing patients with speech impairments to communicate through decoded brain activity [8] - Yuan Da Pharmaceutical's innovative nasal spray for dry eye treatment has received approval and its first prescriptions have been issued, providing a new treatment option for patients [9] Debt Resolution - Kangmei Pharmaceutical has reached a settlement agreement to resolve historical debt issues for 43.5 million yuan, facilitating the closure of related legal matters [10] Market Sentiment - Weier Pharmaceutical announced plans for its employee stock ownership platform to reduce its holdings by up to 1% of the company's shares, driven by shareholder funding needs [11]

Group 1 - Datang Power achieved a total on-grid electricity of approximately 123.99 billion kWh for the first half of 2025, a year-on-year increase of 1.30%, with wind and solar power generation increasing by 31.27% and 36.35% respectively [1] - North Self Technology signed an equipment procurement contract with a total amount of 164 million yuan [1] - Jinchuan Co. reported a net profit of 1.38 billion yuan for the first half of 2025, a year-on-year decrease of 8.45%, with operating revenue of 6.96 billion yuan, an increase of 5.55% [1][2] Group 2 - Microchip Biotech expects a revenue of 407 million yuan for the first half of 2025, a year-on-year increase of 35%, and a net profit of approximately 30.06 million yuan, a year-on-year increase of 173% [3] - Zongheng Co. anticipates a revenue of 135 million yuan for the first half of 2025, a year-on-year increase of 61.72%, with a net loss of 34.68 million yuan, reducing losses by 18.34 million yuan compared to the previous year [5] - Tuojing Technology expects a revenue of 1.21 billion to 1.26 billion yuan for the second quarter of 2025, a year-on-year increase of 52% to 58%, with a net profit of 238 million to 247 million yuan, a year-on-year increase of 101% to 108% [7] Group 3 - Star Power reported a net profit of 73.42 million yuan for the first half of 2025, a year-on-year decrease of 13.44%, with total revenue of 1.52 billion yuan, an increase of 13.70% [8] - Xiamen Tungsten reported a net profit of 972 million yuan for the first half of 2025, a year-on-year decrease of 4.41%, with operating revenue of 19.18 billion yuan, an increase of 11.75% [9] - Yikang Pharmaceutical's subsidiary received approval for clinical trials of YKYY029 injection for hypertension [11] Group 4 - Mould Technology received a project designation for luxury car exterior parts, with an expected total sales of 2.044 billion yuan over a five-year lifecycle [13] - Jinzhik Technology won multiple projects from the State Grid and Southern Power Grid, with a total bid amount of 133 million yuan [14] - Changjiang Media plans to use up to 700 million yuan of idle funds to purchase financial products [16] Group 5 - Ningbo Gaofa plans to invest up to 20 million USD to establish a production base in Morocco [20] - Xuantai Pharmaceutical's subsidiary received EU GMP certification for solid dosage production lines [22] - Changhua Group received a project designation for key metal structural components from a domestic new energy vehicle company, with an expected total sales of 235 million yuan over a four-year lifecycle [23]