证券代码：688658 证券简称：悦康药业 公告编号：2025-037 悦康药业集团股份有限公司 2025 年半年度募集资金存放与使用情况的专项报告 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"）董事会根据《上海证券 交易所科创板上市公司自律监管指引第 1 号——规范运作》及相关格式指引的 要求，编制了截至 2025 年 6 月 30 日的《2025 年半年度募集资金存放与使用情 况的专项报告》，报告具体内容如下： 一、募集资金基本情况 （一）实际募集资金的金额及到账情况 根据中国证券监督管理委员会于 2020 年 11 月 6 日出具的《关于同意悦康 药业集团股份有限公司首次公开发行股票注册的批复》（证监许可〔2020〕 2929 号文），公司于 2020 年 12 月向社会公开发行人民币普通股（A 股）9,000 万股，每股发行价为 24.36 元，应募集资金总额为人民币 219,240.00 万元，扣 除发行费用 17,488.45 万元（不含税）后的募集资金净额为人民币 ...

证券代码：688658 证券简称：悦康药业 公告编号：2025-038 悦康药业集团股份有限公司 关于召开 2025 年半年度业绩说明会的公告 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、准确性和完整性承担法律责任。 重要内容提示： （网址：https://roadshow.sseinfo.com/） 会议召开方式：上证路演中心网络互动 投资者可于 2025 年 9 月 2 日（星期二）至 2025 年 9 月 8 日（星期一）16:00 前登录上证路演中心网站首页点击"提问预征集"栏目或通过悦康药业集团股份 有限公司（以下简称"公司"）邮箱（irm@youcareyk.com）进行提问。公司将在 说明会上对投资者普遍关注的问题进行回答。 一、说明会类型 本次投资者说明会以网络互动形式召开，公司将针对 2025 年半年度的经营 成果及财务指标的具体情况与投资者进行互动交流和沟通，在信息披露允许的范 会议召开时间：2025 年 9 月 9 日（星期二）10:00-11:00 会议召开地点：上海证券交易所上证路演中心 围内就投资者普遍关注的问题进行回答。 ...

Core Viewpoint - On August 27, Yuekang Pharmaceutical (688658) closed at 26.45 yuan, experiencing a significant drop of 16.82% in its closing price, with a trading volume of 6.87 billion yuan [1] Trading Performance - The stock's trading data indicated a turnover rate of 5.43% and a price fluctuation of 24.43% throughout the day [1] - The stock was listed on the trading board due to a closing price decline of 15% or more [1] Capital Flow - According to statistics from Securities Times and Data Treasure, the top five trading departments accounted for a total transaction volume of 4.07 billion yuan, with a buying transaction amount of 1.51 billion yuan and a selling transaction amount of 2.56 billion yuan, resulting in a net sell of 1.05 billion yuan [1] - Throughout the day, the stock experienced a net outflow of main funds amounting to 89.97 million yuan [1]

内容概要：质子泵抑制剂（PPI），又称胃氢-钾泵（氢-钾腺苷三磷酸酶）抑制剂，可通过抑制胃壁细 胞上的氢-钾腺苷三磷酸酶来阻断由各种原因所致胃壁细胞泌酸的共同及最终环节，进而强效而持久地 抑制胃酸分泌。PPI是目前抑酸作用最强的药物之一，被广泛用于消化性溃疡、胃食管反流病、上消化 道出血和卓-艾综合征（又称"胃泌素瘤"）等酸相关性疾病及应激性溃疡的临床治疗和预防。2018-2024 年期间，中国口服质子泵抑制剂市场规模一直保持在100亿元以上，市场需求强劲，但由于对多款已上 市的仿制质子泵抑制剂实施带量采购计划，口服质子泵抑制剂的市场规模呈现波动态势。如泮托拉唑、 埃索美拉唑及兰索拉唑于2021年被纳入带量采购计划，雷贝拉唑于2023年被纳入带量采购计划。尽管销 量不断增加，但价格因集采下降，因此2022年与2024年中国口服质子泵抑制剂市场规模有所下滑，2024 年同比下滑10.5%。截止2024年末，共有7款PPI在中国获批上市，其中丽珠医药的艾普拉唑于2007年获 批上市，是首个由我国制药企业自主研发上市的质子泵抑制剂，属于一类新药。轩竹生物研发的安奈拉 唑于2023年6月获批上市。从2024年产品市占 ...

Group 1 - The U.S. Secretary of the Treasury, Becerra, mentioned there are 11 strong candidates for the position of Federal Reserve Chair, with interviews starting after Labor Day [4] - The Ministry of Commerce in China plans to introduce several policy measures to expand service consumption in September, aiming to optimize service supply capabilities [6] - The Ministry of Commerce will also release a series of measures to promote service exports, focusing on financial and tax facilitation [7] Group 2 - The National Bureau of Statistics reported that manufacturing profits grew by 6.8% year-on-year in July, accelerating by 5.4 percentage points compared to June [8] - The Ministry of Industry and Information Technology announced plans to promote satellite communication business, aiming for over 10 million users by 2030 [9] - The Ministry of Transport reported that fixed asset investment in transportation reached 1.95 trillion yuan in the first seven months of the year [10] Group 3 - The China Council for the Promotion of International Trade stated that the number of newly established foreign-invested enterprises increased by 7% in the first half of the year [13] - The digital publishing industry in China is projected to reach a revenue of 1.7485 trillion yuan in 2024, marking an 8.07% increase from the previous year [16] - The third batch of national subsidies for the "old for new" program has been issued, expanding the range of subsidized products [15] Group 4 - Meituan reported a 89% decline in adjusted net profit for Q2, with revenue of 91.84 billion yuan, reflecting the impact of competition in the food delivery market [31] - The Shanghai real estate market saw two properties sell out immediately after the implementation of the "Six Measures" policy, which aims to address structural issues in the housing market [32]

- The report does not contain any quantitative models or factors for analysis

| 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | --- | --- | --- | --- | --- | --- | | 688658 | 悦康药业 | 26.45 | -16.82% | 24.43万 | 6.87亿 | | 300436 | 广生堂 | 124.55 | -10.32% | 20.26万 | 26.49亿 | | 003020 | 立方制药 | 32.31 | -10.00% | 19.03万 | 6.42 亿 | | 002653 | 海思科 | 55.48 | -8.30% | 8.63万 | 4.90亿 | | 688553 | 汇宇制药 | 24.89 | -7.99% | 23.26万 | 5.80 Z | | 300204 | 舒泰神 | 53.00 | -6.53% | 34.19万 | 18.75亿 | | 002332 | 仙琚制药 | 10.75 | -6.52% | 64.73万 | 7.19亿 | | 002020 | 京新药业 | 19.09 | -6.51% | 30.01万 | 5.92亿 | | 688356 | 键 ...

Market Overview - The A-share market experienced a pullback in the afternoon, with the Shanghai Composite Index down 1.76%, the Shenzhen Component down 1.43%, and the ChiNext Index down 0.69% [1] - The total trading volume exceeded 3.19 trillion yuan, marking the third instance in A-share history to surpass 3 trillion yuan in a single day [1] Active Sectors - Rare earth permanent magnet stocks showed strong performance, with Beikong Technology hitting the daily limit and Northern Rare Earth rising over 8%, leading the hot stock list [3][4] - The computing power leasing concept also gained traction, with Hongjing Technology surging over 19% at one point, closing up 8.71% [3] Rare Earth Sector Drivers - Key drivers for the rare earth sector include: 1. Policy support from the Ministry of Industry and Information Technology, which recently issued regulations on rare earth mining and separation [3] 2. Significant revenue growth reported by Northern Rare Earth, with a 45.24% increase in revenue to 18.866 billion yuan and a staggering 1951.52% increase in net profit to 931 million yuan [3][4] 3. Continuous price increases for rare earth minerals and magnetic materials, maintaining a tight supply-demand balance [4] 4. Positive industry fundamentals, with robust demand from both upstream and downstream sectors [4] 5. Technological advancements by leading companies, enhancing competitiveness and reducing costs [4] Innovation Drug Sector - The innovation drug sector faced a downturn, with notable declines in stocks such as Yuekang Pharmaceutical down over 16% and Hejing Bio down over 10% [5] - Analysts suggest that as the mid-year report season concludes, market focus will shift towards new directions, particularly in innovation drugs and overseas expansion [6]

（文章来源：每日经济新闻） 每经AI快讯，创新药板块局部走弱，悦康药业跌超10%，广生堂、立方制药跌超7%，塞力医疗、舒泰 神跟跌。 ...

Group 1 - The innovative drug sector is experiencing a downturn, with Yuyuan Pharmaceutical falling over 12% [1] - Guangshengtang and Lifang Pharmaceutical both dropped over 8% [1] - Other companies such as Saili Medical and Shutaishen also saw declines [1]