数据显示，招商基金旗下1只基金重仓吉林敖东。招商中证500等权重指数增强A（009726）三季度减持 12.74万股，持有股数50.2万股，占基金净值比例为1%，位居第七大重仓股。根据测算，今日浮亏损失 约51.2万元。连续5天下跌期间浮亏损失66.77万元。 招商中证500等权重指数增强A（009726）成立日期2020年12月23日，最新规模4.8亿。今年以来收益 25.18%，同类排名1853/4208；近一年收益22.47%，同类排名1726/3972；成立以来收益63.59%。 11月21日，吉林敖东跌5.09%，截至发稿，报19.00元/股，成交4.83亿元，换手率2.10%，总市值227.22 亿元。吉林敖东股价已经连续5天下跌，区间累计跌幅6.23%。 资料显示，吉林敖东药业集团股份有限公司位于吉林省敦化市敖东大街2158号，成立日期1993年3月20 日，上市日期1996年10月28日，公司主营业务涉及中成药、生物化学药研发、制造和销售,同时积极布 局保健食品、食品、养殖、种植等领域。主营业务收入构成为：中药60.90%，连锁药店批发和零售 16.59%，化学药品12.73%，食品7.39% ...

11月21日，吉林敖东跌5.09%，截至发稿，报19.00元/股，成交4.83亿元，换手率2.10%，总市值227.22 亿元。吉林敖东股价已经连续5天下跌，区间累计跌幅6.23%。 责任编辑：小浪快报 南方中证500ETF（510500）成立日期2013年2月6日，最新规模1400.98亿。今年以来收益25.25%，同类 排名1845/4208；近一年收益19.65%，同类排名2062/3972；成立以来收益137.65%。 南方中证500ETF（510500）基金经理为罗文杰。 截至发稿，罗文杰累计任职时间12年217天，现任基金资产总规模1704.45亿元，任职期间最佳基金回报 148.26%， 任职期间最差基金回报-47.6%。 风险提示：市场有风险，投资需谨慎。本文为AI大模型自动发布，任何在本文出现的信息（包括但不 限于个股、评论、预测、图表、指标、理论、任何形式的表述等）均只作为参考，不构成个人投资建 议。 资料显示，吉林敖东药业集团股份有限公司位于吉林省敦化市敖东大街2158号，成立日期1993年3月20 日，上市日期1996年10月28日，公司主营业务涉及中成药、生物化学药研发、制造和销售, ...

Macro Strategy - Recent international gold prices are fluctuating at high levels, with domestic jewelry gold prices also remaining elevated. There is a new trend in gold consumption favoring lighter products like gold bars. Short-term gold prices are expected to maintain high volatility. Consumers should pay attention to international gold price fluctuations if investing, and choose purchasing timing based on their budget for wearing needs [2][3] - From January to October, the national general public budget revenue reached 18.649 trillion yuan, a year-on-year increase of 0.8%. The national general public budget expenditure was 22.5825 trillion yuan, a year-on-year increase of 2%. Securities transaction stamp duty revenue was 162.9 billion yuan, a year-on-year increase of 88.1% [2] - By the end of 2024, the total asset scale of urban commercial banks in China is projected to be 60.15 trillion yuan, a 134-fold increase since 1995, accounting for 13.53% of the banking financial institutions, with a market share increase of 8.24 percentage points. The non-performing loan ratio is 1.76%, and the provision coverage ratio is 188.08% [2] Industry and Company Medical Services Industry - The medical and biological sector rose by 3.29%, ranking fifth among the 31 first-level industries. The Shanghai and Shenzhen 300 Index fell by 1.08%, indicating that the medical sector outperformed the index by 4.37 percentage points [6] - The PE (ttm) of the medical services sector is 33.47X, with a PB (lf) of 3.37X. The PE increased by 0.51X and the PB increased by 0.05X compared to the previous week [7][8] - The TIDES CRDMO market is expected to grow significantly, with the global market projected to increase from 2.1 billion USD in 2018 to 5.5 billion USD in 2023, with a CAGR of 20.9%, and further to 37.3 billion USD by 2032, with a CAGR of 23.8%. The Chinese market is expected to grow from 200 million USD in 2018 to 800 million USD in 2023, with a CAGR of 37.1%, and to 6.2 billion USD by 2032, with a CAGR of 25.5% [9] - Investment recommendations for the medical services sector include focusing on high-growth companies in the ADC CDMO and TIDES CDMO areas, as well as companies in the third-party testing laboratories and consumer medical sectors [10] Traditional Chinese Medicine Industry - The traditional Chinese medicine sector rose by 4.08%, ranking third among secondary sub-sectors. Companies such as Te Yi Pharmaceutical and Zhongsheng Pharmaceutical performed well, while others like *ST Changyao and ST Huluwa performed poorly [12] - The PE (ttm) for the traditional Chinese medicine sector is 29.25X, with a PB (lf) of 2.47X, indicating a slight increase from the previous week [13][14] - The market for traditional Chinese medicinal materials is experiencing volatility, with an overall supply surplus due to increased arrivals from new harvests. Recent weather conditions have also impacted harvesting [15] - The steady advancement of centralized procurement in the traditional Chinese medicine industry aims to reduce patient medication costs and shift competition towards cost control and quality standards [16][17] - Investment recommendations for the traditional Chinese medicine sector include focusing on companies with competitive advantages in product quality and cost, as well as those benefiting from national reforms and centralized procurement policies [18][19]

关于召开2025年第二次临时股东会的提示性公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚假记载、误导性陈述或重大遗 漏。 重要提示： 1.吉林敖东药业集团股份有限公司已于2025年11月7日发布《关于召开2025年第二次临时股东会的通 知》（公告编号：2025-061），为进一步保护投资者的合法权益，方便股东行使股东会表决权，现发布 《关于召开2025年第二次临时股东会的提示性公告》。 2.本次股东会采取现场投票与网络投票相结合的方式。 吉林敖东药业集团股份有限公司（以下简称"公司"）第十一届董事会第二十次会议决议召开公司2025年 第二次临时股东会（以下简称"本次股东会"），本次股东会采用现场投票和网络投票相结合的表决方 式，现将有关事项通知如下： 一、召开会议的基本情况 登录新浪财经APP 搜索【信披】查看更多考评等级 证券代码：000623 证券简称：吉林敖东 公告编号：2025-064 吉林敖东药业集团股份有限公司 1、股东会届次：2025年第二次临时股东会 2、股东会的召集人：董事会 3、会议召开的合法、合规性：经公司第十一届董事会第二十次会议审议通过，决定召开公司2025年 ...

证券代码：000623 证券简称：吉林敖东 公告编号：2025-064 吉林敖东药业集团股份有限公司 关于召开 2025 年第二次临时股东会的提示性公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚假记载、误 导性陈述或重大遗漏。 重要提示： 1.吉林敖东药业集团股份有限公司已于 2025 年 11 月 7 日发布《关于召开 2025 年第二 次临时股东会的通知》（公告编号：2025-061），为进一步保护投资者的合法权益，方便股 东行使股东会表决权，现发布《关于召开 2025 年第二次临时股东会的提示性公告》。 2.本次股东会采取现场投票与网络投票相结合的方式。 吉林敖东药业集团股份有限公司（以下简称"公司"）第十一届董事会第二十次会议决 议召开公司 2025 年第二次临时股东会（以下简称"本次股东会"），本次股东会采用现场 投票和网络投票相结合的表决方式，现将有关事项通知如下： 一、召开会议的基本情况 1、股东会届次：2025 年第二次临时股东会 2、股东会的召集人：董事会 3、会议召开的合法、合规性：经公司第十一届董事会第二十次会议审议通过，决定召 开公司 2025 年第二次临时股东 ...

11月17日，吉林敖东盘中下跌2.01%，截至09:48，报20.49元/股，成交1.01亿元，换手率0.41%，总市值 245.04亿元。 吉林敖东所属申万行业为：医药生物-中药Ⅱ-中药Ⅲ。所属概念板块包括：券商相关、低市盈率、零售 药店、融资融券、维生素等。 截至9月30日，吉林敖东股东户数6.12万，较上期减少7.18%；人均流通股19456股，较上期增加7.73%。 2025年1月-9月，吉林敖东实现营业收入16.40亿元，同比减少14.10%；归母净利润22.60亿元，同比增长 81.70%。 分红方面，吉林敖东A股上市后累计派现46.64亿元。近三年，累计派现18.81亿元。 机构持仓方面，截止2025年9月30日，吉林敖东十大流通股东中，南方中证500ETF（510500）位居第四 大流通股东，持股1393.00万股，相比上期减少31.79万股。香港中央结算有限公司位居第五大流通股 东，持股1181.75万股，相比上期减少319.62万股。汇添富中证中药ETF（560080）位居第九大流通股 东，持股597.74万股，相比上期增加156.82万股。 责任编辑：小浪快报 资金流向方面，主力资金净流 ...

Group 1 - The core viewpoint indicates a strong performance in the Traditional Chinese Medicine (TCM) sector, with the Zhongzheng TCM Index rising by 1.22% and individual stocks like Zhongsheng Pharmaceutical increasing by 9.98% [1] - The TCM ETF has shown a consistent upward trend, achieving an 8-day consecutive rise, with the latest price reported at 1.06 yuan [1] - The National Health Commission has projected a peak in influenza cases in China during mid-December to early January, which may positively impact the TCM market [1] Group 2 - CITIC Securities anticipates that the collection of traditional Chinese medicine will continue to expand, leading to increased brand concentration in the outpatient market [1] - The TCM industry is expected to reach a healthy inventory level by Q2 2025, following a period of destocking and sales efforts [1] - Continuous growth in R&D investment by TCM companies is highlighted as a key driver for future development, with a focus on innovative TCM contributing to stable growth [1]

证券代码：000623 证券简称：吉林敖东 公告编号:2025-063 吉林敖东药业集团股份有限公司 关于公开发行可转换公司债券部分募集资金专户销户的公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚假 记载、误导性陈述或重大遗漏。 一、募集资金基本情况 经中国证券监督管理委员会《关于核准吉林敖东药业集团股份有限公司公开 发行可转换公司债券的批复》（证监许可[2018]184 号）核准，吉林敖东药业集 团股份有限公司（以下简称"公司"）于 2018 年 3 月 13 日公开发行了面值总额 241,300 万元的可转换公司债券，扣除发行费用 2,446.13 万元后，募集资金净 额为 238,853.87 万元。截至 2018 年 3 月 19 日，上述募集资金已经到位。中准 会计师事务所（特殊普通合伙）已对上述募集资金到位情况出具了验资报告。 二、募集资金存放和管理情况 （一）募集资金管理情况 为了规范募集资金的管理和使用，保护投资者权益，本公司修订了《募集资 金管理办法》。该管理办法经公司第九届董事会第二次会议、第九届监事会第二 次会议、2017 年第二次临时股东大会决议通过；经公司第十 ...

Core Viewpoint - The Chinese traditional medicine sector, particularly the Chinese Medicine ETF (560080), is experiencing increased investor interest due to favorable market conditions and relatively low valuations, with a notable inflow of funds and positive performance in recent trading sessions [1][3][10]. Group 1: Market Performance - On November 10, the Shanghai Composite Index rose by 0.53%, with the consumer sector leading gains, particularly the Chinese medicine segment, which saw the Chinese Medicine ETF (560080) increase by 1.55% and a trading volume exceeding 160 million yuan [1]. - The Chinese Medicine ETF (560080) has seen a cumulative net inflow of over 260 million yuan in the past 20 days, bringing its total fund size to over 2.8 billion yuan, leading its peers significantly [1][3]. Group 2: Valuation Insights - As of November 7, the TTM price-to-earnings (PE) ratio of the Chinese Medicine ETF (560080) was 25.31, placing it at the 24.5% percentile over the past decade, indicating that the index is cheaper than 75% of the time historically [3]. - The TTM PE ratio is just 0.57 away from the calculated opportunity value, suggesting a higher cost-performance ratio for potential investors [3]. Group 3: Stock Performance - Most constituent stocks of the Chinese Medicine ETF (560080) showed positive performance, with notable gains from Yunnan Baiyao, Pianzaihuang, and Yiling Pharmaceutical, all rising over 2%, while others like Tongrentang and Dong'e Ejiao also saw increases [5][6]. Group 4: Industry Trends - The Chinese medicine index has shown negative returns year-to-date, with a decline of 0.24% this year and an 8.13% drop in 2024, indicating a challenging market environment [7]. - Despite recent struggles, analysts suggest that the sector may be approaching a turning point, with potential improvements in performance expected due to rising flu incidence and better management of inventory levels among leading OTC Chinese medicine companies [10][11]. Group 5: Institutional Insights - Analysts from Zheshang Securities highlight that the Chinese medicine industry has characteristics similar to the banking sector, with strong cash flow and stable profit growth, suggesting resilience against external shocks [11]. - The industry is expected to see improved revenue growth in the second half of 2025, driven by declining raw material prices and cost-cutting measures by companies [11].

Core Viewpoint - Jilin Aodong's stock price has shown a significant increase this year, with a notable rise in net profit despite a decrease in revenue, indicating potential resilience in its business model and market positioning [1][2]. Financial Performance - As of September 30, 2025, Jilin Aodong reported a revenue of 1.64 billion yuan, a year-on-year decrease of 14.10%, while the net profit attributable to shareholders was 2.26 billion yuan, reflecting a year-on-year increase of 81.70% [2]. - The company's stock price increased by 28.67% year-to-date, with a 0.84% rise over the last five trading days, 6.18% over the last 20 days, and 13.91% over the last 60 days [1]. Shareholder Information - The number of shareholders decreased by 7.18% to 61,200, while the average circulating shares per person increased by 7.73% to 19,456 shares [2]. - The company has distributed a total of 4.664 billion yuan in dividends since its A-share listing, with 1.881 billion yuan distributed in the last three years [3]. Ownership Structure - As of September 30, 2025, the top ten circulating shareholders included Southern CSI 500 ETF, holding 13.93 million shares (a decrease of 317,900 shares), and Hong Kong Central Clearing Limited, holding 11.82 million shares (a decrease of 319,620 shares) [3].