登录新浪财经APP 搜索【信披】查看更多考评等级 公司控股股东万邦德集团有限公司保证向本公司提供的信息内容真实、准确、完整，没有虚假记载、误 导性陈述或重大遗漏。 本公司及董事会全体成员保证信息披露内容的真实、准确、完整，没有虚假记载、误导性陈述或重大遗 漏。 万邦德医药控股集团股份有限公司（以下简称"公司"）近日收到公司控股股东万邦德集团有限公司（以 下简称"万邦德集团"）的通知，获悉其所持有公司的部分股份办理了质押及解除质押手续，具体事项如 下： 一、股东股份质押基本情况 ■ 二、股东股份解除质押基本情况 ■ 三、股东股份累计质押情况 截至本公告披露日，万邦德集团及其一致行动人所持质押股份情况如下： ■ 四、控股股东及其一致行动人股份质押情况 1.公司控股股东及其一致行动人本次质押与上市公司生产经营需求无关。 4.截至本公告披露日，公司控股股东及其一致行动人的股份质押事项对公司生产经营、公司治理等未产 生实质性影响，也不涉及业绩补偿义务。 公司将持续关注控股股东及其一致行动人质押情况及质押风险，并及时进行披露，敬请投资者谨慎决 策，注意投资风险。 五、备查文件 1.证券质押登记通知及解除证券质押登记证明； ...

证券日报网讯 2月26日，万邦德发布公告称，公司控股股东万邦德集团于2月12日、13日分别质押550万 股、500万股，合计1050万股，占其持股5.95%，用于融资担保；同批股份已于2月25日全部解除质押。 （文章来源：证券日报） ...

证券日报网讯 2月26日，国义招标发布公告称，公司2025年实现营业收入289245589.51元，同比下降 11.42%；归属于上市公司股东的净利润32814212.84元，同比下降41.02%。 （文章来源：证券日报） ...

南财智讯2月26日电，万邦德公告，公司控股股东万邦德集团有限公司近日办理了部分股份解除质押手 续，本次解除质押股份数量为1050.00万股。 ...

证券代码：002082 证券简称：万邦德 公告编号：2026-010 万邦德医药控股集团股份有限公司 关于控股股东部分股份质押及解除质押的公告 股东名 称 是否为控股 股东或第一 大股东及其 一致行动人 本次解除质押 股份数量(股) 占其所 持股份 比例（%） 占公司总 股本比例 （%） 质押起 始日 质押解 除日 质权人 万邦德 集团有 限公司 是 5,500,000 3.12 0.90 2026 年 2 月 12 日 2026 年 2 月 25 日 国民信托有限 公司 是 5,000,000 2.83 0.82 2026 年 2 月 13 日 2026 年 2 月 25 日 浙江理想小额 贷款有限公司 合计 - 10,500,000 5.95 1.72 - - - 二、股东股份解除质押基本情况 三、股东股份累计质押情况 截至本公告披露日，万邦德集团及其一致行动人所持质押股份情况如下： 股东名 称 是否为控 股股东或 第一大股 东及其一 致行动人 本次质押数量 （股） 占其所 持股份 比例（%） 占公司 总股本 比例 （%） 是否 为限 售股 是否 为补 充质 押 质押起始 日 质押到 期日 质权人 用途 ...

Group 1 - The core viewpoint of the news is that Wanbangde (002082) experienced a significant stock price increase due to advancements in innovative drug development, particularly for Alzheimer's disease and ALS treatments [1] - The company's Alzheimer's drug, Shisujianjia controlled-release tablets, completed the enrollment of 100 subjects in a key Phase II/III clinical trial, and the ALS drug received FDA orphan drug designation [1] - Wanbangde's project has been included in the National Science and Technology Major Project, highlighting its technological strength [1] Group 2 - The stock price of Wanbangde increased by 17.00% over the past week, with a trading range fluctuation of 25.00% [2] - Following the stock price surge on February 10, it slightly declined to 18.58 yuan on February 11, with a minor decrease of 0.05% and a trading volume of 5.36 billion yuan [2] - The capital flow indicates a strong short-term interest, with a net inflow of 55.66 million yuan on February 10 and 0.91 million yuan on February 11 [2]

Investment Rating - The report maintains a rating of "Outperform" for the new materials sector, indicating a positive outlook for investment opportunities in this industry [2]. Core Insights - The new materials sector has experienced a decline, with the new materials index dropping by 1.53%, outperforming the ChiNext index by 1.76%. Over the past five trading days, various sub-sectors showed mixed performance, with battery chemicals slightly increasing by 0.09% while semiconductor materials fell by 3.70% [3][17]. - Strong capital expenditure growth is observed in North America, particularly among major cloud service providers like Amazon AWS, Microsoft, Google, and Meta, with a combined capital expenditure exceeding $670 billion in 2026, representing a year-on-year growth of over 60%. This investment is expected to drive demand for AI servers and related materials [6]. Summary by Sections 1. Secondary Market Performance - The new materials sector has seen a decline, with the Shanghai Composite Index and ChiNext Index also experiencing negative movements. The new materials index's performance is highlighted as it has outperformed the ChiNext index [3][13]. 2. Industry Chain Data Tracking - Price tracking for various materials shows fluctuations, with amino acids like valine at 13,850 RMB/ton (-1.42%) and vitamins such as vitamin A at 60,500 RMB/ton (-1.63%). Prices for biodegradable plastics remain stable, indicating a steady market for these materials [4][12]. 3. Industry News - The report emphasizes the importance of AI infrastructure development, which is expected to enhance the demand for high-frequency and high-speed copper-clad laminates and related materials. Companies such as Shengquan Group and Dongcai Technology are highlighted for their potential in the resin sector, while Zhongcai Technology and Honghe Technology are noted for electronic fabrics [6]. 4. Investment Recommendations - The report suggests focusing on upstream material development opportunities, particularly in AI-related sectors, as the demand for advanced materials is anticipated to grow significantly due to the increasing need for AI server infrastructure [5][6].

Market Overview - The A-share market is experiencing narrow fluctuations, with a focus on AI applications, while traditional sectors like liquor and non-ferrous metals are facing declines, impacting major indices [1] - As of the midday break, the Shanghai Composite Index is at 4122.34 points, down 0.02%, the Shenzhen Component Index is down 0.02%, and the ChiNext Index is down 0.14%, while the Sci-Tech Innovation Board Index is up 0.19% [1] AI Application Sector - The AI application sector has seen significant activity, particularly in the "AI + Film" direction, leading to a surge in stock prices, with over ten film-related stocks hitting the daily limit [2] - Notable stocks include: - Jiecheng Co., Ltd. (300182) and Zhongwen Online (300364) both achieving a 20% increase for two consecutive days - Industry leader Light Media (300251) also rising by 20% [2][3] Seedance 2.0 Impact - The recent internal testing of ByteDance's Seedance 2.0 video model has sparked widespread discussion, showcasing its ability to create high-quality videos from text or images in just 60 seconds [4] - Analysts believe that Seedance 2.0 represents a breakthrough in AI capabilities, potentially revolutionizing the production of short content like AI dramas and significantly reducing costs and increasing efficiency in production [4] Innovative Drug Sector - The innovative drug sector is experiencing a revival after a period of stagnation, with Wanbangde (002082) hitting the daily limit and Guangshengtang (300436) rising over 8% [6] - The National Medical Products Administration has announced that by 2025, China's pharmaceutical industry will accelerate its internationalization, with innovative drug overseas licensing transactions expected to exceed $130 billion, marking a shift from a "generic drug production powerhouse" to an "innovative drug exporting powerhouse" [8]

Core Viewpoint - The article discusses the performance of the A-share market, highlighting the fluctuations in major indices and the notable movements in specific sectors such as media and pharmaceuticals. Market Performance - The Shanghai Composite Index decreased by 0.02% to 4122.34, while the Shenzhen Component Index also fell by 0.02% to 14206.26. The ChiNext Index dropped by 0.14% to 3328.02, and the Sci-Tech Innovation Board Index rose by 0.19% to 1800.35 [4][12]. - The total trading volume in the Shanghai and Shenzhen markets reached 1.4 trillion yuan, with over 2800 stocks declining [6]. Sector Highlights - The media sector experienced significant gains, with multiple stocks such as Light Media and China Film hitting the daily limit, and Huace Film and Happiness Blue Sea rising over 15% [5][6]. - The innovative drug concept saw a surge, with stocks like Guangsheng Tang increasing by over 13% [6]. - The semiconductor sector also performed well, with stocks like Chipone Technology rising over 8% [10]. New Listings - Three new stocks were listed, with N Electric Technology opening at a remarkable increase of 750.05% on its first day [11]. Other Market Movements - The precious metals, shipping, and liquor sectors showed weakness, contrasting with the strong performance of the media and innovative drug sectors [5][6].

Group 1 - The A-share innovative drug sector is experiencing significant fluctuations and has become a core highlight in the pharmaceutical industry, with companies like Wanbangde and Haixiang Pharmaceutical hitting the daily limit up [1] - Multiple stocks, including Xinlitai and Hansen Pharmaceutical, are rising in tandem, indicating a dual-leader effect and a broader market rally within the sector [1] - Increased market attention and net capital inflow are evident, showcasing a clear upward trend and structural opportunities within the sector [1] Group 2 - A major strategic partnership has been established between Innovent Biologics and Eli Lilly, enhancing confidence in the sector and promoting the globalization of domestic innovative drugs [2] - The industry is projected to experience strong growth, with a significant increase in the number of approved domestic innovative drugs and market size by 2025, alongside record-high overseas licensing transactions [2] - Continuous policy support is evident, with the 2025 version of the medical insurance catalog adding several innovative drugs, addressing implementation challenges and providing a supportive framework for industry development [2] Group 3 - The innovative drug research and development sector is a core beneficiary of policy, technology, and globalization benefits, with companies like Wanbangde and Xinlitai directly benefiting from the industry's growth [3] - The pharmaceutical raw materials and CDMO sectors, represented by Haixiang Pharmaceutical, are also benefiting from the commercialization of innovative drugs, leading to increased demand [3] - The traditional Chinese medicine innovative drug sector is experiencing growth due to industry innovation and policy support, with companies like Hansen Pharmaceutical and Qianjin Pharmaceutical participating in the sector's upward trend [3]