证券代码：000566 证券简称：海南海药 公告编号：2025-073 海南海药股份有限公司 关于持股 5%以上股东部分股份被司法变卖的结果公告 本公司及董事会全体成员保证信息披露的内容真实、准确和完整，没有虚假 记载、误导性陈述或重大遗漏。 特别提示 1、本次司法变卖标的为公司持股 5%以上股东深圳市南方同正投资有限公司 （以下简称"南方同正"）所持海南海药股份有限公司（以下简称"公司"或"海 南海药"）已质押的 117,617,000 股股票，占公司总股本的 9.07%。 2、根据京东司法拍卖平台页面显示的变卖结果，截至本公告披露日，上述 股份变卖网拍阶段已经结束，本次变卖股票全部成交，成交股份共计 117,617,000 股，成交价格共计 657,241,217.50 元。本次变卖标的物最终成交 以湖北省武汉市中级人民法院出具变卖成交裁定为准。 3、南方同正不是公司控股股东，其所持股份被司法变卖不会导致公司控制 权变更，亦不会对公司正常生产经营活动产生影响。 一、本次司法变卖的基本情况 湖北省武汉市中级人民法院（以下简称"武汉中院"）于 2025 年 11 月 23 日 10 时开始对公司持股 5%以上 ...

格隆汇11月25日｜海南海药(000566.SZ)今日涨停，换手率18.27%，成交额16.8亿元。龙虎榜数据显示， 深股通净买入33252万元；游资"中山东路"位列买二席位，净买入8052万元；"量化抢筹"位列买三席 位，净买入2865万元；"量化打板"位列买四席位，净买入2784万元。上榜席位合计净买入1.51亿元。(格 隆汇) | 买入金额最大的前5名 | | | | | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | ਖ਼ੇ ਦੇ | 交易营业部名称 | | | 买入金额(万) | 占总成交比例 | 类出金额(万) | 占总成交比例 | 净额(万)● | | 深胶通专用 | | 779次 44.29% | 0 | 8922 59 | 5.31% | 5670.54 | 3.37% | 3252.04 | | 2 | 国泰海通运券股份有限公司上海航江区中山东路证券营业部 | 51 76% 853 | b | 8023 82 | 4.79% | 1.66 | 0.00% | 8052 29 | | 3 | 中国银河证券股份 ...

Core Viewpoint - The Hainan Free Trade Zone concept has seen a significant increase of 3.13% as of the market close on November 25, ranking fifth among concept sectors, with 27 stocks rising, including Hainan Ruize and Hainan Haiyao reaching their daily limit up [1] Group 1: Market Performance - The Hainan Free Trade Zone concept led to a net inflow of 367 million yuan from main funds today, with 19 stocks receiving net inflows, and 5 stocks exceeding 50 million yuan in net inflow [2] - Hainan Haiyao topped the list with a net inflow of 173 million yuan, followed by Hainan Ruize, Jindan Technology, and Zhongtung High-tech with net inflows of 90.91 million yuan, 85.66 million yuan, and 73.63 million yuan respectively [2] Group 2: Stock Performance - Hainan Ruize and Hainan Haiyao had the highest net inflow ratios at 11.57% and 10.29% respectively, indicating strong investor interest [3] - Other notable stocks in the Hainan Free Trade Zone concept include Jindan Technology with a 6.64% increase, Zhongtung High-tech with a 1.62% increase, and Luoniushan with a 4.60% increase [4]

Core Viewpoint - The A-share market experienced a significant rally on November 25, with the ChiNext Index rising nearly 2%, driven by a surge in flu-related stocks due to an increase in flu activity across the country [1] Group 1: Market Performance - The ChiNext Index saw a nearly 2% increase on November 25, indicating strong market performance [1] - Flu-related stocks, such as Jindike and Xinhua Pharmaceutical, reached their daily limit up, reflecting heightened investor interest [1] Group 2: Flu Activity and Sales Data - National flu activity has rapidly increased in November, with Beijing entering a high incidence period for respiratory infectious diseases [1] - Sales of Oseltamivir surged by 237% over the past week, while sales of Maviral (Sofosbuvir) increased by 180% [1] - Data from Meituan indicates that special flu medications in Beijing have seen a month-on-month growth exceeding 130%, with Maviral growing over 110% and Oseltamivir granules increasing by over 85% [1] Group 3: Investment Opportunities - According to Everbright Securities, the rising flu epidemic is likely to increase public and market attention, leading to a growth in demand for flu prevention and treatment products [1] - Investment opportunities are suggested in flu vaccines, virus testing, cold medications, and special antiviral drugs, as well as blood products as a response to complex epidemic situations [1]

Core Viewpoint - The article highlights the rising demand for flu vaccines, antiviral medications, and related testing services due to the increasing flu activity across various regions in China as winter approaches [2][6][8]. Group 1: Flu Vaccine and Antiviral Demand - The flu season is expected to drive significant growth in demand for flu vaccines, respiratory testing, and antiviral medications [2][6]. - Recent data indicates a notable increase in flu vaccine appointments and antiviral drug purchases, with some areas reporting over 500% growth in the number of buyers for antiviral medications [7][8]. - Specific antiviral drugs like Marbofloxacin have seen a remarkable increase in demand, with purchases rising over 600% in recent weeks [7]. Group 2: Market Opportunities - Analysts suggest that the current flu outbreak may lead to heightened public and market interest, creating investment opportunities in flu vaccines, virus testing, and cold medications [8]. - The demand for flu-related products is expected to surge, particularly for antiviral medications such as Oseltamivir and Marbofloxacin, as well as traditional Chinese medicine for flu treatment [8]. - The increase in flu cases is likely to boost the need for diagnostic testing, both in hospitals and for home monitoring, indicating a potential market expansion for testing products [8].

11月25日，在A股市场上，抗流感概念股大幅拉升，截至券商中国记者发稿时，金迪克20%涨停，北大 医药、广济药业、海南海药、特一药业等10%涨停。此外，一品红、华兰疫苗、亨迪药业涨超10%，悦 康药业、众生药业涨超9%。 据央广网报道，11月以来，全国流感活动快速上升，北京已迈入呼吸道传染病高发期。有数据显示，奥 司他韦近7天销量暴涨237%，速福达（玛巴洛沙韦）涨幅达180%，美团买药平台数据更显示，11月以 来北京甲乙流特效药环比增长超130%，其中速福达增长超110%，磷酸奥司他韦颗粒增长超85%。11月 24日下午，央广网记者走访北京多家药店及医疗机构发现，尽管购药需求激增，热门抗流感药均库存充 足，线上线下均可购买或预订。 抗流感概念股走强！ 今日（11月25日）A股盘中，抗流感概念股大幅异动，北大医药、广济药业、海南海药等多只个股被资 金直线拉升至涨停板。随后，金迪克、特一药业也封住涨停板，一品红、亨迪药业等纷纷跟涨。 当前，全国的流感活动进入较快上升阶段。据央广网报道，北京已迈入呼吸道传染病高发期。有数据显 示，奥司他韦近7天销量暴涨237%，速福达（玛巴洛沙韦）涨幅达180%。 抗流感概念股拉 ...

Core Viewpoint - The biopharmaceutical sector is experiencing a significant surge in stock prices due to a rapid increase in flu activity across the country, particularly in Beijing, which has entered a high incidence period for respiratory infectious diseases [1] Group 1: Stock Performance - On November 25, stocks related to biopharmaceuticals saw notable gains, with Jindike hitting a 20% limit up, Hualan Vaccine rising over 10%, Hainan Haiyao also reaching a limit up, Yipinhong increasing by over 9%, and Yiling Pharmaceutical gaining more than 5% [1] Group 2: Market Demand - Since November, flu activity has escalated quickly, with sales of Oseltamivir soaring by 237% in the past week and sales of Favipiravir (also known as Mabalaosavir) increasing by 180% [1] - Data from Meituan's drug purchasing platform indicates that from November onwards, the demand for specific flu medications in Beijing has surged, with a more than 130% increase in the purchase of antiviral drugs, including a 110% rise for Favipiravir and an 85% increase for Oseltamivir granules [1] - According to Alibaba Health's platform, there has been a significant uptick in both attention and purchasing volume for flu season medications over the past two weeks (November 10 to November 23), with a more than 500% increase in the number of buyers for antiviral flu medications [1] Group 3: Industry Outlook - Institutions note that the current flu activity has reached levels not seen since 2022, leading to increased demand for flu medications and a heightened focus on the growth of respiratory system medication needs due to the flu outbreak [1]

Core Viewpoint - The A-share market has seen significant movements in flu-related stocks, with several companies reaching their daily limit up due to increased demand amid a rising flu activity across the country [1] Group 1: Stock Performance - Companies such as Peking University Pharmaceutical (000788), Guangji Pharmaceutical (000952), and Hainan Haiyao (000566) experienced sharp increases, hitting the daily limit up [1] - Other stocks like Jindike and Te Yi Pharmaceutical (002728) also reached their daily limit up, with additional stocks such as Yipin Hong (300723) and Hendi Pharmaceutical (301211) following suit [1] Group 2: Market Context - The flu activity in the country is currently on a rapid rise, with reports indicating that Beijing has entered a high incidence period for respiratory infectious diseases [1] - Recent data shows a dramatic increase in sales of antiviral medications, with Oseltamivir sales surging by 237% over the past week, while the sales of Favipiravir (Mabalaosavir) increased by 180% [1]

Core Viewpoint - The article highlights a significant surge in flu-related stocks in the A-share market, driven by a rapid increase in flu activity across the country, particularly in Beijing, which has entered a high incidence period for respiratory infectious diseases [1][3]. Group 1: Market Performance - On November 25, flu-related stocks saw substantial gains, with companies like Jindike and Beida Pharmaceutical reaching their daily limit up of 20% and others like Guangji Pharmaceutical and Hainan Haiyao hitting 10% [3]. - Sales of antiviral drugs have skyrocketed, with Oseltamivir's sales increasing by 237% over the past week and Mabalaoshu's sales rising by 180% [1][3]. Group 2: Flu Activity and Trends - The flu activity in China has rapidly escalated, with the current season showing a significant rise compared to the same period in the last three years, particularly with the H3N2 strain dominating [4][7]. - The latest report from the Chinese Center for Disease Control and Prevention indicates that both southern and northern provinces are experiencing high levels of flu activity, with H3N2 being the predominant strain [4][6]. Group 3: Recommendations and Strategies - Experts recommend a dual strategy of vaccination and good hygiene practices to mitigate flu risks, including timely vaccination and maintaining personal hygiene [5]. - The article emphasizes the importance of monitoring health conditions and taking precautions if flu-like symptoms appear [5]. Group 4: Investment Opportunities - Securities firms suggest focusing on investment opportunities in flu vaccines, antiviral drugs, and related healthcare products due to the rising demand driven by the flu outbreak [7][8]. - The vaccine industry is transitioning towards innovation-driven growth, with increasing demand and supportive policies expected to drive long-term development [7].

Group 1 - The demand for flu-related medications is rising significantly as the flu season approaches, with several stocks in the sector experiencing price surges [1] - Notable stocks that have reached their daily limit include Jindike, Peking University Medicine, and Te Yi Pharmaceutical, among others [1] - Data from Alibaba Health indicates a more than 500% week-on-week increase in the number of people purchasing antiviral flu medications, with Mabalosavir showing a remarkable over 600% increase [1] Group 2 - Experts warn that the H3N2 strain circulating this year is different from previous years, leading to lower immunity in the population and increased transmission risk [2] - The flu virus is known to undergo antigenic drift, but current strains are still within seasonal levels and do not indicate a stronger evolution of the virus [2] Group 3 - Companies are actively ensuring the supply of flu medications and vaccines in response to rising demand [3] - Dongyang Sunshine, a major supplier of Oseltamivir, reports comprehensive coverage of its products across hospitals, pharmacies, and online platforms, maintaining sufficient inventory [3] - Hualan Biological has noted a significant increase in demand for flu vaccines since October, with plans to enhance market supply and ensure timely delivery through cold chain logistics [3]