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策略周度报告:十二月LPR报价维持不变,国家创业投资引导基金正式启动-20251226
Yuan Da Xin Xi· 2025-12-26 11:09
Group 1: Key News and Insights - The December 22 LPR remains unchanged at 3.0% for 1-year and 3.5% for 5-year loans, indicating a stable monetary policy environment [1][12] - The launch of the National Venture Capital Guiding Fund aims to attract diverse investments, targeting a total fund size of trillions by leveraging central government funds [1][22] - The National Development and Reform Commission (NDRC) has initiated 21 key measures to support the high-quality development of the Western Land-Sea New Corridor, emphasizing financial support and cooperation [1][15][16] Group 2: Market Overview - The domestic securities market showed mixed performance, with the Sci-Tech 100 index rising by 5.60%, while other major indices experienced declines [2][26] - The non-ferrous metals sector led the industry gains with a 6.43% increase, reflecting strong demand dynamics [2][28] Group 3: Buyback and Stake Increase - A total of 5 companies reported significant shareholder buybacks, with Kangnibei planning to increase its stake by over 1% of total shares [3][34] - 60 companies announced buyback plans, with 9 companies intending to repurchase more than 1% of their total shares, highlighting a trend of corporate confidence [3][36] Group 4: Investment Recommendations - In the technology sector, companies focused on artificial intelligence, semiconductor chips, and robotics are expected to outperform due to favorable policies and liquidity conditions [4][39] - The non-bank financial sector, particularly brokerage firms, is anticipated to benefit from a slow bull market, while insurance companies may see improved returns on long-term assets [4][40] - The copper market is expected to maintain a tight supply-demand balance, supporting price increases, while energy metals like lithium and cobalt remain attractive due to battery and storage demand [4][40] - The electric equipment sector is poised for growth driven by AI and renewable energy, indicating a robust future demand for power equipment [4][41] - Domestic consumption is projected to expand, with a focus on enhancing consumer spending capabilities [4][42]
普洛药业股份有限公司 关于回购股份比例达到1%的进展公告
Sou Hu Cai Jing· 2025-12-24 23:14
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。 普洛药业股份有限公司(以下简称"公司")于2025年11月18日召开第九届董事会第十七次会议审议通过 了《关于2025年第二次回购公司股份方案的议案》,同意公司使用自有资金及金融机构回购贷款通过深 圳证券交易所交易系统以集中竞价交易方式回购公司股份,本次回购股份拟用于股权激励或员工持股计 划。本次回购股份价格不超过人民币23元/股,回购资金总额:不低于人民币18,000万元(含)且不超 过人民币36,000万元(含)。具体回购股份的数量和金额以回购期限届满或者回购股份实施完毕时实际 回购的股份数量和金额为准。回购期限为自董事会审议通过回购股份方案之日起12个月内。具体内容详 见公司分别于2025年11月20日、2025年11月22日在《证券时报》和巨潮资讯网 (http://www.cninfo.com.cn)上披露的《第九届董事会第十七次会议决议公告》(公告编号:2025- 66)、《关于2025年第二次回购公司股份方案的公告》(公告编号:2025-67)及《关于2025年第二次 回购股份报告书》(公告编号:2 ...
普洛药业(000739.SZ):已回购1.08%公司股份
Ge Long Hui A P P· 2025-12-24 09:40
格隆汇12月24日丨普洛药业(000739.SZ)公布,截至2025年12月22日,公司通过回购专用证券账户以集 中竞价方式回购公司股份1255万股,占公司目前总股本的1.08%,最高成交价为16.85元/股,最低成交 价为15.91元/股,成交总金额为2.04亿元(不含交易费用)。 ...
普洛药业:已回购1.08%公司股份
Ge Long Hui· 2025-12-24 09:37
格隆汇12月24日丨普洛药业(000739.SZ)公布,截至2025年12月22日,公司通过回购专用证券账户以集 中竞价方式回购公司股份1255万股,占公司目前总股本的1.08%,最高成交价为16.85元/股,最低成交 价为15.91元/股,成交总金额为2.04亿元(不含交易费用)。 ...
普洛药业(000739) - 关于回购股份比例达到1%的进展公告
2025-12-24 09:32
证券代码:000739 证券简称:普洛药业 公告编号:2025-78 本次回购符合公司回购股份方案及相关法律法规的要求。 二、其他说明 公司回购股份的时间、回购股份数量、回购股份价格及集中竞价交易的委托 时间均符合《上市公司股份回购规则》《深圳证券交易所上市公司自律监管指引 第9号——回购股份》及公司股份回购方案的相关规定。 普洛药业股份有限公司 关于回购股份比例达到 1%的进展公告 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。 普洛药业股份有限公司(以下简称"公司")于2025年11月18日召开第九届 董事会第十七次会议审议通过了《关于2025年第二次回购公司股份方案的议案》, 同意公司使用自有资金及金融机构回购贷款通过深圳证券交易所交易系统以集 中竞价交易方式回购公司股份,本次回购股份拟用于股权激励或员工持股计划。 本次回购股份价格不超过人民币23元/股,回购资金总额:不低于人民币18,000 万元(含)且不超过人民币36,000万元(含)。具体回购股份的数量和金额以回 购期限届满或者回购股份实施完毕时实际回购的股份数量和金额为准。回购期限 为自董事会审 ...
普洛药业控股子公司6196万元项目环评获原则同意
Mei Ri Jing Ji Xin Wen· 2025-12-24 08:37
Group 1 - The core point of the news is that Zhejiang Prodebang Pharmaceutical Co., Ltd., a subsidiary of Pro Pharmaceutical (SZ000739), has received preliminary approval for an environmental impact assessment for a project to upgrade its raw material drug production line, with a total investment of 61.96 million yuan [1] - The "A-share Green Report" project aims to enhance transparency in environmental information of listed companies by monitoring their environmental performance based on authoritative regulatory data from 31 provinces and 337 cities [1] - The latest A-share Green Weekly Report indicated that nine listed companies have recently exposed environmental risks [1] Group 2 - Pro Pharmaceutical's main business is in the pharmaceutical industry, accounting for 99.6% of its revenue, with other businesses making up 0.4% [3] - The company's market capitalization is 19.462 billion yuan, with projected revenues of 11.474 billion yuan for 2023, 12.022 billion yuan for 2024, and 7.764 billion yuan for the first three quarters of 2025 [4] - The net profit attributable to the parent company is expected to be 1.055 billion yuan for 2023, 1.031 billion yuan for 2024, and 700 million yuan for the first three quarters of 2025 [4]
34个品种集采来袭!4亿市场迎洗牌,齐鲁、瑞阳、苑东亮眼,超140个品种备战新国采
Xin Lang Cai Jing· 2025-12-23 12:15
精彩内容 近期,集采消息频传:江苏63个品种集采开标在即,国采1-8批接续来袭,浙江拟开展第六批集采,河南34个国采可替代、用量大、金额高的药品集采提 上日程,不乏顺铂注射剂等同为国家基药和医保甲类药品种,以及丙帕他莫注射剂等2024年在河南省公立医院终端销售额超8000万元的畅销药。国家重磅 会议释放新一轮国采信号,超140个品种满足7家及以上的企业竞争格局,齐鲁、远大、倍特等过评品种数惊人。 集采品种目录再优化,聚焦可替代、用量大、金额高 今年4月,河南省医保局发布《关于开展部分药品信息摸底工作的通知》(下文简称《通知》),拟对47个国采可替代药品进行摸底,并纳入参考监测清 单。 时隔约8个月(12月9日),《河南省牵头34种药品省际联盟采购规则要点(征求意见稿)》(下文简称《意见稿》)出炉,河南牵头拟对34个国采可替代 品种以及本省遴选的用量大、金额高药品开展新一轮带量集采(下文简称"河南省集采")。 来源:河南省医保局 从集采品种上看,《意见稿》对比《通知》剔除了氨溴索口服液体剂、硝酸异山梨酯口服常释剂型、左西替利嗪口服液体剂、脂肪乳(C14-24)注射剂、普 拉洛芬滴眼剂、七氟烷吸入剂、卡铂注射剂、 ...
12月23日晚间重要公告一览
Xi Niu Cai Jing· 2025-12-23 10:25
Group 1 - Shareholder of Okoyi plans to reduce holdings by up to 1.89% of the company's shares, amounting to a maximum of 3 million shares due to personal funding needs [1] - Tianchuang Fashion is planning a change in control, leading to continued suspension of its stock trading, expected to last no more than 3 trading days [2] - China Electric Power Construction Company reported a new contract amount of 10,317.55 billion yuan for the first 11 months of 2025, a year-on-year decrease of 1.65% [3] Group 2 - Pilin Bio's wholly-owned subsidiary received approval for a clinical trial of a drug, indicating progress in its product development [4] - Yihong Medical obtained two medical device registration certificates for diagnostic kits, enhancing its product portfolio [5] - Aohong Electronics plans to use up to 450 million yuan of idle fundraising for cash management, targeting safe and liquid financial products [6] Group 3 - China Electric Power Construction signed a contract worth approximately 6.626 billion yuan for a natural gas booster station project in Turkey, with a construction period of about 55 months [7] - Baosheng Co. won a bid for a power cable project in Singapore, valued at around 1.2 billion yuan, marking the largest overseas order in its history [8] - *ST Xinyan's stock will resume trading on December 24, 2025, following a capital increase plan that will raise its total share capital to 3.29 billion shares [9] Group 4 - Ningbo Construction's subsidiary signed a construction contract worth 428 million yuan for an engineering project with a duration of 990 days [11] - Lianhuan Pharmaceutical's subsidiary received approval for a drug that passed the consistency evaluation for generic drugs, enhancing its market competitiveness [12] - Zhongjie Automotive received a project designation for a new electric air conditioning compressor, with expected sales of approximately 29.86 million USD over its lifecycle [13] Group 5 - Biopharmaceuticals' major shareholder plans to increase holdings by 50 million to 100 million yuan, indicating confidence in the company's future [14] - Haizheng Pharmaceutical's subsidiary received approval for a veterinary drug product, expanding its product offerings in the animal health sector [15] - *ST Songfa's subsidiary signed contracts for the construction of 8 vessels, with a total contract value between 200 million to 400 million USD [16] Group 6 - Shandong Pharmaceutical Glass announced the resignation of its chairman due to age reasons, indicating a potential leadership transition [17] - Xinno Wei's subsidiary received approval for a clinical trial of a monoclonal antibody drug, indicating advancements in its drug development pipeline [18] - Ningbo Huaxiang's subsidiary secured an order for robot joints, expected to positively impact future business performance [19][20] Group 7 - China Resources Double Crane's subsidiary received approval for a clinical trial of a drug aimed at treating a genetic eye disease, reflecting ongoing R&D efforts [21] - Huaxin Technology's shareholders set a transfer price of 56.69 yuan per share for a block of shares, indicating active shareholder engagement [22] - Xinhua Net announced the resignation of its president due to job relocation, suggesting potential changes in management [23] Group 8 - Taiji Group plans to transfer a 40% stake in a subsidiary to focus on its core pharmaceutical business, enhancing operational efficiency [24] - Huaxin Construction's shareholder plans to increase holdings by 200 million to 400 million yuan, reflecting confidence in the company's prospects [25] - Dongjie Intelligent is planning to issue shares and cash for asset acquisition, with stock trading suspended until further notice [26] Group 9 - Wanrun New Energy was designated as a delivery warehouse for lithium carbonate futures, indicating its strategic position in the market [27] - Prolo Pharmaceutical's subsidiary received a drug registration certificate for an influenza treatment, expanding its product range [28] - Saiwu Technology invested 5 million yuan in a private equity fund focused on smart vehicles and energy innovation, indicating strategic investment in growth sectors [29] Group 10 - Bohui Innovation's subsidiary received approval for a clinical trial of an immunoglobulin drug, indicating progress in its product development [30] - Bohui Innovation's subsidiary also received a drug registration certificate for a coagulation factor product, enhancing its therapeutic offerings [31] - Hanghua Co. plans to allocate 146 million yuan of surplus fundraising for a new green printing materials project, reflecting a commitment to sustainability [32] Group 11 - Nova Star Cloud obtained a loan commitment letter from a bank for a share repurchase plan, indicating financial support for its capital management strategy [33] - Jimin Health established a joint venture for technology innovation, indicating a strategic move to enhance its technological capabilities [34] - Huili Pharmaceutical received a drug registration certificate for a medication used in treating digestive ulcers, expanding its product portfolio [35]
普洛药业:子公司磷酸奥司他韦干混悬剂获得药品注册证书
Xin Lang Cai Jing· 2025-12-23 08:33
普洛药业12月23日公告,公司控股子公司浙江普洛康裕制药有限公司收到国家药监局签发的磷酸奥司他 韦干混悬剂《药品注册证书》。该产品用于2周龄及以上年龄患者的甲型和乙型流感治疗和1岁及以上年 龄人群的甲型和乙型流感预防。 ...
普洛药业(000739) - 关于获得药品注册证书的公告
2025-12-23 08:30
证券代码:000739 证券简称:普洛药业 公告编号:2025-77 普洛药业股份有限公司 关于获得药品注册证书的公告 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。 近日,普洛药业股份有限公司(以下简称"公司")控股子公司浙江普洛康 裕制药有限公司收到国家药品监督管理局(以下简称"药监局")签发的磷酸奥 司他韦干混悬剂《药品注册证书》。现将有关情况公告如下: 一、药品注册批准情况 1、产品名称:磷酸奥司他韦干混悬剂 4、注册分类:化学药品 3 类 5、上市许可持有人:浙江普洛康裕制药有限公司 6、生产企业:浙江普洛康裕制药有限公司 7、证书编号:2025S03789 8、药品批准文号:国药准字 H20256273 9、审批结论:根据《中华人民共和国药品管理法》及有关规定,经审查, 本品符合药品注册的有关要求,批准注册,发给药品注册证书。 二、药品其他相关情况 磷酸奥司他韦的活性代谢产物(奥司他韦羧酸盐)是选择性的流感病毒神 经氨酸酶抑制剂,能够抑制甲型和乙型流感病毒的神经氨酸酶活性,通过抑制 病毒从被感染的细胞中释放,减少甲型或乙型流感病毒的播散。 磷酸奥司 ...