证券代码：000952 证券简称：广济药业 公告编号：2025-059 湖北广济药业股份有限公司 股票交易异常波动公告 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、股票交易异常波动的情况介绍 1、公司前期披露的信息不存在需要补充、更正之处。 2、公司未发现近期公共传媒报道了可能或已经对本公司股票交易价格产生 较大影响的未公开重大信息。 3、近期公司生产经营情况正常，内外部经营环境未发生重大变化。 4、公司及控股股东、实际控制人不存在应披露而未披露的重大事项，或处 于筹划阶段的重大事项。 5、股票交易异常波动期间，公司控股股东、实际控制人未发生买卖本公司 股票的情形。 三、是否存在应披露而未披露信息的说明 湖北广济药业股份有限公司（以下简称"公司"）（证券简称：广济药业， 证券代码：000952）股票交易连续三个交易日（2025 年 11 月 24 日、2025 年 11 月 25 日、2025 年 11 月 26 日）收盘价格涨幅偏离值累计超过 20%。根据《深圳 证券交易所交易规则》的相关规定，属于股票交易异常波动的情况。 二、公司关注并核实情况的说 ...

Market Overview - The state-owned enterprise reform sector declined by 0.4% compared to the previous trading day, with Jiuzhiyang leading the decline [1] - The Shanghai Composite Index closed at 3864.18, down 0.15%, while the Shenzhen Component Index closed at 12907.83, up 1.02% [1] Top Performers in State-Owned Enterprise Reform Sector - Huashu Holdings (000509) closed at 4.03, up 10.11% with a trading volume of 296,500 shares and a turnover of 116 million yuan [1] - Teda Co., Ltd. (000652) closed at 4.59, up 10.07% with a trading volume of 828,800 shares and a turnover of 376 million yuan [1] - Te Fa Information (000070) closed at 13.92, up 10.04% with a trading volume of 2,296,300 shares and a turnover of 3.122 billion yuan [1] - Shanghai Mechanical & Electrical (600835) closed at 33.00, up 10.00% with a trading volume of 537,500 shares and a turnover of 1.703 billion yuan [1] Underperformers in State-Owned Enterprise Reform Sector - Jiuzhiyang (300516) closed at 53.35, down 12.83% with a trading volume of 263,100 shares and a turnover of 1.451 billion yuan [2] - Aerospace Development (000547) closed at 12.69, down 10.00% with a trading volume of 4,955,900 shares and a turnover of 6.514 billion yuan [2] - China Shipbuilding Defense (600685) closed at 29.89, down 9.34% with a trading volume of 832,200 shares and a turnover of 2.503 billion yuan [2] Capital Flow Analysis - The state-owned enterprise reform sector experienced a net outflow of 8.337 billion yuan from institutional investors, while retail investors saw a net inflow of 5.888 billion yuan [2] - Notable net inflows from retail investors were observed in Shanghai Mechanical & Electrical (600835) with 250 million yuan and Huagong Technology (000988) with 216 million yuan [3]

Core Viewpoint - The chemical pharmaceutical sector experienced a rise of 1.66% on November 26, with Frontier Biotech leading the gains, while the overall Shanghai Composite Index fell by 0.15% [1]. Group 1: Stock Performance - Frontier Biotech (688221) closed at 20.20, up 12.85% with a trading volume of 455,500 shares and a transaction value of 916 million yuan [1]. - Yuyuan Pharmaceutical (688658) closed at 26.88, up 12.00% with a trading volume of 218,600 shares and a transaction value of 577 million yuan [1]. - Fuyuan Pharmaceutical (6801089) closed at 24.53, up 10.00% with a trading volume of 113,800 shares and a transaction value of 274 million yuan [1]. - Other notable performers include Guangji Pharmaceutical (000952) with a 9.99% increase and Beida Pharmaceutical (000788) with a 9.94% increase [1]. Group 2: Fund Flow Analysis - The chemical pharmaceutical sector saw a net inflow of 43.08 million yuan from institutional investors, while retail investors contributed a net inflow of 23.8 million yuan [2]. - The sector experienced a net outflow of 281 million yuan from speculative funds [2]. - Key stocks with significant fund flows include Heng Rui Pharmaceutical (600276) with a net inflow of 231 million yuan from institutional investors [3]. Group 3: Individual Stock Fund Flow - New China Pharmaceutical (000756) had a net inflow of 68.2 million yuan from institutional investors, while experiencing a net outflow of 21.7 million yuan from speculative funds [3]. - Fuyuan Pharmaceutical (601089) saw a net inflow of 67.6 million yuan from institutional investors, with a net outflow of 39.4 million yuan from speculative funds [3]. - Other stocks like Beibete (688759) and Yuyuan Pharmaceutical (688658) also showed varying levels of net inflows and outflows from different investor categories [3].

Market Overview - The Shanghai Composite Index experienced narrow fluctuations, while the ChiNext Index rose over 2% with strong performance in the pharmaceutical sector, including stocks like Guangji Pharmaceutical and Peking University Pharmaceutical hitting the daily limit [1] - The CPO and computing hardware stocks also saw significant gains, with Zhongji Xuchuang surging over 10% to reach a historical high [1] - The consumer sector rallied towards the end of the trading day, with stocks such as Guoguang Chain and Sanjiang Shopping hitting the daily limit, while the military industry faced collective adjustments with stocks like Jiuzhiyang and Jianglong Shipbuilding dropping over 10% [1] Hot Topics Optical Communication - The optical communication sector saw substantial gains, with stocks like Tefa Information achieving four consecutive limits, and Zhongji Xuchuang rising over 13% to set a new historical high [4] - The demand for continuous wave (CW) lasers is expected to grow significantly, with major suppliers likely to benefit from this trend [5] Pharmaceutical Sector - The pharmaceutical sector remained active, with Guangji Pharmaceutical achieving three consecutive limits and Peking University Pharmaceutical and Jindike reaching two consecutive limits [6] - The demand for flu medications such as Oseltamivir and Marbofloxacin has surged, with sales growth rates of 237% and 180% respectively over the past week [6] - The current flu season is expected to be more severe than in previous years, prompting a focus on the entire flu prevention and treatment process, which may lead to structural opportunities in the vaccine and antiviral drug markets [8] Consumer Sector - The consumer sector showed positive performance, with stocks like Maoye Commercial and Sanjiang Shopping hitting the daily limit [9] - The Ministry of Industry and Information Technology, along with five other departments, issued a plan to enhance the adaptability of consumer goods supply and demand, promoting the opening of flagship stores and new concept stores [10][11] - The "first launch economy," characterized by its trendy and high-quality offerings, is expected to accelerate under supportive policies, with technology such as AI and AR enhancing consumer engagement [13] Notable Stocks - Zhongji Xuchuang (300308.SZ) reached a price of 543.22 with a rise of 13.25% and a market cap of 600.53 billion [5] - Guangji Pharmaceutical (000952.SZ) achieved a price of 9.47 with a rise of 9.99% and a market cap of 3.26 billion [7] - Tefa Information (000070.SZ) reached a price of 13.92 with a rise of 10.04% and a market cap of 12.37 billion [5]

Market Overview - The market experienced a rebound in early trading, with the Shenzhen Component Index rising over 1% and the ChiNext Index increasing nearly 3%. The total trading volume in the Shanghai and Shenzhen markets reached 1.14 trillion, a decrease of 39 billion from the previous trading day [1] - Over 2,800 stocks in the market saw gains, with notable performances in the flu prevention sector, where stocks like Guangji Pharmaceutical and Peking University Medicine hit their daily limits [1][5] - The CPO sector showed strong performance, with key stocks like Zhongji Xuchuang rising nearly 14% to reach a new historical high [1] Sector Highlights Flu Prevention Sector - The flu prevention concept stocks remained active, with several companies such as Guangdong Wannianqing, Huaren Health, and Hainan Haiyao hitting their daily limits. The demand for flu antiviral drugs surged, with a reported increase of over 500% in the number of buyers on Alibaba Health's platform in the past two weeks [5][12] AI and Technology Sector - Google recently launched its new multimodal AI model Gemini 3 and image generation model Nano Banana Pro, which are expected to benefit the OCS optical switching industry chain. Cignal AI predicts that the total addressable market for OCS optical switching will exceed $1.6 billion by 2029 [5][20] - The industrial robot manufacturing sales revenue saw a year-on-year increase of 41.7%, driven by the acceleration of the "Artificial Intelligence +" initiative [15][22] Robotics Sector - The robotics sector showed strength, with stocks like Dayang Electric and Dahua Intelligent hitting their daily limits. The demand for robots is expected to grow significantly, with leading domestic robot manufacturers accumulating orders exceeding 2 billion units by November 2025 [15][22] Pharmaceutical Sector - The pharmaceutical industry is witnessing a shift towards innovation, with companies like Yuyuan Pharmaceutical and Qianfang Biological showing significant stock price increases. The Chinese pharmaceutical industry is entering a critical phase of "innovation realization + global layout" [33] Commercial Aerospace Sector - The National Space Administration has issued a plan to promote the high-quality and safe development of commercial aerospace, which is expected to enhance investment and financing mechanisms in the sector [34] Consumer Electronics Sector - Huawei launched its Mate 80 series and other products, while Alibaba is set to unveil its first self-developed flagship AI glasses, indicating a strong push in the consumer electronics market [36]

Core Insights - The demand for flu-related medications, testing, and online consultations has surged dramatically as many regions in China enter the flu season, leading to significant growth in pharmaceutical stocks in the A-share market, particularly in sectors such as pharmaceutical commerce, chemical pharmaceuticals, and innovative drugs [1][5]. Pharmaceutical Sector Performance - The pharmaceutical commercial sector saw an increase of 3.18%, with 28 stocks hitting the daily limit [2]. - Chemical pharmaceuticals rose by 1.97%, with 144 stocks participating in the rally [2]. - Notable stocks in the anti-flu category include Yue Wannianqing and Huaren Health, both reaching the daily limit, while Jindike surged over 14% [2][3]. Sales Data and Trends - Oseltamivir sales in Beijing skyrocketed by 237% over the past week, while another flu medication, Mabalaoshuwei, saw an increase of 180% [4][6]. - Data from Meituan indicates that since November, the demand for flu-specific medications in Beijing has increased by over 130%, with significant growth in sales for both Mabalaoshuwei and Oseltamivir [7][9]. Market Dynamics - The surge in demand for oseltamivir is attributed to its essential role in shortening illness duration and reducing severe cases, making it a necessity for households and medical institutions [9][10]. - Dongyangguang Pharmaceutical, a major supplier of oseltamivir, has established a robust supply chain to ensure stable drug availability during peak flu seasons [11]. Innovation in Flu Medications - The year 2025 is anticipated to be a landmark year for domestic flu medications, with several innovative anti-flu drugs expected to receive approval [12]. - Companies like Siheng Pharmaceutical and Health Yuan are actively submitting NDA applications for new flu treatments, indicating a growing interest in this market segment [13]. Policy and Market Support - The influx of pharmaceutical companies into the anti-flu drug market is driven by the seasonal nature of flu outbreaks and the strategic importance of the biopharmaceutical industry [14]. - National policies are increasingly focused on enhancing public health emergency capabilities, which includes optimizing emergency material reserves and improving procurement mechanisms for flu vaccines and medications [14]. - The ongoing optimization of medical insurance policies is expected to further stimulate demand for innovative anti-flu drugs, providing a solid foundation for flu-related stocks [14].

Core Viewpoint - The pharmaceutical sector has shown significant strength, with various sub-sectors such as pharmaceutical commerce, chemical pharmaceuticals, influenza, and innovative drugs leading the gains in the market [1][2]. Sector Performance - Pharmaceutical Commerce: Increased by 43.67% [2] - Cell Immunotherapy: Increased by 42.76% [2] - Chemical Pharmaceuticals: Increased by 2.74% [2] - Influenza: Increased by 2.61% [2] - Innovative Drugs: Increased by 2.48% [2] Notable Stocks - Huaren Health: Increased by 20.00%, with a total market value of 69.60 billion [3] - Haiwang Biological: Increased by 10.20%, with a total market value of 73.93 billion [3] - Ruikang Pharmaceutical: Increased by 10.00%, with a total market value of 48.00 billion [3] - Hainan Haiyao: Increased by 10.00%, with a total market value of 119.9 billion [3] Market Context - As of the report, the Shanghai Composite Index decreased by 0.03%, while the Shenzhen Component Index increased by 0.84% and the ChiNext Index increased by 1.52% [4][5]. - Over 2300 stocks in the market saw an increase, with nearly 60 stocks hitting the daily limit up [5]. Influenza Activity - There has been a rapid increase in influenza activity nationwide, with Beijing entering a high incidence period for respiratory infectious diseases [3]. - Sales of Oseltamivir surged by 237% in the past week, while sales of Favipiravir increased by 180% [3].

Core Viewpoint - The pharmaceutical sector experienced a significant rally on November 26, with various sub-sectors such as pharmaceutical commerce, chemical pharmaceuticals, influenza, and innovative drugs leading the gains [1]. Sector Performance - The following sectors showed notable increases: - Pharmaceutical Commerce: +3.67% - Horse Racing Concept: +3.08% - Cell Immunotherapy: +2.76% - Chemical Pharmaceuticals: +2.74% - Influenza: +2.61% - Pharmaceutical E-commerce: +2.51% - Consistency Evaluation of Generic Drugs: +2.49% - Innovative Drugs: +2.48% - Helicobacter Pylori Concept: +2.42% - Internet E-commerce: +2.33% - Hainan: +2.30% - Medical Services: +2.23% - Hainan Free Trade Zone: +2.20% - Hepatitis Concept: +2.20% - Biological Products: +2.19% [2]. Notable Stock Performances - Several stocks reached their daily limit: - Huaren Health: +20.00% - Haiwang Bio: +10.20% - People's Tongtai: +10.00% - Ruikang Pharmaceutical: +10.00% - Hainan Haiyao: +10.00% - Guangji Pharmaceutical: +10.00% [3][4]. Market Overview - As of the report, the Shanghai Composite Index fell by 0.03%, while the Shenzhen Component Index rose by 0.84%, and the ChiNext Index increased by 1.52% [5][6]. - Over 2,300 stocks in the market saw gains, with nearly 60 stocks hitting the daily limit [6]. Influenza Impact - There has been a rapid increase in influenza activity nationwide since November, with Beijing entering a high incidence period for respiratory infectious diseases. Sales of Oseltamivir surged by 237% in the past week, while the sales of Favipiravir increased by 180% [4].

Core Viewpoint - The pharmaceutical sector is leading the market, while the consumer electronics sector is also performing actively, amidst a backdrop of fluctuating stock indices in China [1][3]. Sector Performance - The pharmaceutical sector is the top performer in the market, with notable activity in consumer electronics, semiconductors, and communication equipment sectors. Conversely, aerospace and military, banking, and chemical sectors are experiencing significant declines [3]. - Specific indices show that the SPD index increased by 2.94%, while the pharmaceutical index rose by 2.09%, indicating strong performance in these areas [4]. Stock Highlights - Anti-influenza stocks are seeing repeated activity, with companies like Yue Wannianqing hitting a 20% limit up, and Guangji Pharmaceutical achieving three consecutive trading limits. Other stocks such as Zhongheng Group and Kangzhi Pharmaceutical also reached their limits [5][9]. - The stock of Yue Wannianqing has a current price of 22.06, reflecting a 20.02% increase, with a total market capitalization of 3.517 billion [6][7]. Market Trends - As winter approaches, the flu season is becoming a focal point, with a significant increase in the purchase and attention towards antiviral medications. Data from Alibaba Health indicates that the number of buyers for flu-related medications surged over 500% in the last two weeks [9]. - The Hainan sector is also showing positive movement, with stocks like Hainan Ruize and Hainan Haiya achieving consecutive gains, supported by local government initiatives to enhance the economy and integrate into global supply chains [10][11].

Group 1 - A-shares opened lower on November 26, with the Shanghai Composite Index down 0.06%, the Shenzhen Component down 0.17%, and the ChiNext Index down 0.49% [1] - The chemical pharmaceuticals, engineering machinery, and energy metals sectors showed active performance, while the China Shipbuilding Industry Group led the decline, with Sora concept and gaming sectors weakening [1] Group 2 - The satellite internet concept in A-shares opened actively, with companies like Leike Defense hitting a three-day limit up, and others such as Dahua Intelligent, Aerospace Zhizhuang, Chuangyuan Xinke, and Tianyin Machinery also opening high [2] - The anti-influenza concept continued to strengthen, with Guangji Pharmaceutical achieving a three-day limit up, and Beida Medical hitting a two-day limit up, along with other companies like Hainan Haiyao, Yue Wannianqing, Erkang Pharmaceutical, and Te Yi Pharmaceutical following suit [2]