1月9日，海翔药业涨7.58%，截至发稿，报7.38元/股，成交4132.96万元，换手率0.35%，总市值119.46 亿元。海翔药业股价已经连续4天上涨，区间累计涨幅9.94%。 资料显示，浙江海翔药业股份有限公司位于浙江省台州市椒江区外沙支路100号，成立日期1998年5月7 日，上市日期2006年12月26日，公司主营业务涉及精细化学品(原料药中间体)和特色原料药(主要包括抗 生素类、抗病毒类、心血管类、驱虫类、降糖类等)的生产和销售;染料、染料中间体和颜料中间体的研 发、生产和销售。主营业务收入构成为：原料药及医药中间体56.07%，染料及染颜料中间体33.09%， 合同定制业务9.34%，其他1.02%，制剂0.49%。 从海翔药业十大流通股东角度 数据显示，南方基金旗下1只基金位居海翔药业十大流通股东。南方中证1000ETF（512100）三季度减 持17.03万股，持有股数1035.83万股，占流通股的比例为0.64%。根据测算，今日浮盈赚取约538.63万 元。连续4天上涨期间浮盈赚取642.21万元。 南方中证1000ETF（512100）成立日期2016年9月29日，最新规模766.3亿 ...

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。 南方中证1000ETF（512100）成立日期2016年9月29日，最新规模766.3亿。今年以来收益3.56%，同类 排名2808/5488；近一年收益42.19%，同类排名1726/4192；成立以来收益18.43%。 南方中证1000ETF（512100）基金经理为崔蕾。 截至发稿，崔蕾累计任职时间7年63天，现任基金资产总规模1227.6亿元，任职期间最佳基金回报 208.53%， 任职期间最差基金回报-15.93%。 1月7日，海翔药业涨5.07%，截至发稿，报6.84元/股，成交1.94亿元，换手率1.84%，总市值110.72亿 元。 资料显示，浙江海翔药业股份有限公司位于浙江省台州市椒江区外沙支路100号，成立日期1998年5月7 日，上市日期2006年12月26日，公司主营业务涉及精细化学品(原料药中间体)和特色原料药(主要包括抗 生素类、抗病毒类、心血管类、驱虫类、降糖类等)的生产和销售;染料、染料中间体 ...

证券代码：002099 证券简称：海翔药业 公告编号：2026-001 浙江海翔药业股份有限公司 关于股份回购进展情况的公告 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。 浙江海翔药业股份有限公司（以下简称"公司"）于 2025 年 4 月 9 日召开 第七届董事会第十三次会议，审议通过了《关于回购股份方案的议案》，同意公 司使用自有/自筹资金以集中竞价交易方式回购部分公司股票（以下简称"本次 回购"），在未来适宜时机用于股权激励或者员工持股计划。本次回购资金总额 不低于人民币 15,000 万元（含），不超过人民币 30,000 万元（含），回购价格 不超过人民币 7.46 元/股（含）。本次回购的实施期限自董事会审议通过本回购 方案之日起 12 个月内。具体内容详见公司于 2025 年 4 月 10 日在《证券时报》 《证券日报》和巨潮资讯网（www.cninfo.com.cn）上披露的《关于回购股份方 案的公告》（公告编号：2025-005）。 根据《深圳证券交易所上市公司自律监管指引第 9 号——回购股份》等相关 规定，公司应当在回购期间每个月的前三 ...

南方中证1000ETF（512100）基金经理为崔蕾。 数据显示，南方基金旗下1只基金位居海翔药业十大流通股东。南方中证1000ETF（512100）三季度减 持17.03万股，持有股数1035.83万股，占流通股的比例为0.64%。根据测算，今日浮盈赚取约372.9万 元。 南方中证1000ETF（512100）成立日期2016年9月29日，最新规模766.3亿。今年以来收益29.23%，同类 排名1828/4189；近一年收益29.23%，同类排名1828/4189；成立以来收益14.37%。 1月5日，海翔药业涨5.77%，截至发稿，报6.60元/股，成交1.05亿元，换手率1.01%，总市值106.84亿 元。 资料显示，浙江海翔药业股份有限公司位于浙江省台州市椒江区外沙支路100号，成立日期1998年5月7 日，上市日期2006年12月26日，公司主营业务涉及精细化学品(原料药中间体)和特色原料药(主要包括抗 生素类、抗病毒类、心血管类、驱虫类、降糖类等)的生产和销售;染料、染料中间体和颜料中间体的研 发、生产和销售。主营业务收入构成为：原料药及医药中间体56.07%，染料及染颜料中间体33.09% ...

Group 1 - The company, Haishang Pharmaceutical (002099.SZ), confirmed that it currently does not have any assets related to hydrogen energy or lithium resources [1]

Group 1 - The company, Haixiang Pharmaceutical (002099.SZ), has stated that it is not currently involved in hydrogen energy or lithium resources [1]

Important Matters - WISCO Development plans to acquire equity in WISCO Mining and Luzhong Mining, resulting in stock suspension [1] - Unisplendour intends to purchase equity or full ownership of Ruineng Semiconductor, leading to stock suspension [1] - Heng Rui Medicine's subsidiary received approval for clinical trials of HRS-6257 tablets, with no similar drugs approved in the domestic market [1] - Longpan Technology's subsidiary is reducing production on some lithium iron phosphate production lines for maintenance, a move echoed by several leading manufacturers in the industry [1] Investment Operations - Guoxin Technology has laid out plans for smart driving MCU chips and is developing a high-performance AI chip with 10,000 DMIPS [1] - Juneyao Airlines plans to purchase 25 Airbus A320 series aircraft for $4.1 billion [1] - Spring Airlines intends to buy 30 Airbus A320neo series aircraft, with a transaction amount not exceeding $4.128 billion [1] - Tsinghua Tongfang is making breakthroughs in the open-source HarmonyOS field for product and commercialization [1] - Guangzhou Port is investing 2.353 billion yuan in the intelligent transformation project of the Nansha Port International General Terminal [1] - International Composite Materials plans to invest 1.693 billion yuan to build a project with an annual production capacity of 36 million meters of high-frequency high-speed electronic fiber cloth [1] - State Power Investment Corporation's subsidiary is co-investing with CATL in the Dadu River Danba Hydropower Station project, with a total investment of 15.273 billion yuan [1] - Haisheng Pharmaceutical's invested company has completed the first subject enrollment in the Phase II clinical trial of the innovative drug NWRD06 injection, targeting a specific liver cancer marker [1] Contracts and Collaborations - Chinalco International signed overseas project contracts worth approximately 14 billion yuan [2] - Tianqi Lithium has completed a strategic cooperation with SQM and Codelco [2] - Roman Co., Ltd.'s subsidiary signed a 156 million yuan computing power service project contract [2] - China Duty Free Group's wholly-owned subsidiary signed a duty-free project contract at Beijing Capital International Airport [2] - Reascend Technology's high-silica fiber has begun commercial cooperation with a well-known international aerospace company for long-term product supply [2] - Macro Micro Technology signed a strategic cooperation agreement with a leading domestic transmission company, focusing on GaN power semiconductor devices [2] Capital Operations - Tianqi Co., Ltd. plans to raise no more than 977 million yuan through a private placement for the development of a robot embodiment intelligence system for the automotive industry [2] - SMIC's registered capital in SMIC Southern will increase to $10.077 billion; it plans to acquire 49% equity in SMIC Northern for 40.6 billion yuan [2] - Changan Automobile intends to raise no more than 6 billion yuan through a private placement [2] Share Buybacks - Kweichow Moutai's controlling shareholder, Moutai Group, has cumulatively increased its stake in the company by 3 billion yuan, completing the buyback plan [3] - AVIC Heavy Machinery has been supplying key forgings to several commercial rocket companies [3] - Huihan Co., Ltd. invested 68.25 million yuan to establish a private equity fund, specifically investing in a commercial aerospace company [3] - Sega Technology plans to increase its investment in optical module company Guangcai Xincheng by 275 million yuan to acquire a 20% stake [3]

Group 1: Regulatory Developments - The National Medical Products Administration (NMPA) held a meeting to summarize the regulatory achievements of 2025 and discuss key work for 2026, emphasizing the need for comprehensive regulatory reforms in the cosmetics industry [1] - The meeting highlighted that the Chinese cosmetics market is projected to reach a total transaction value of 1,073.82 billion yuan in 2024, indicating continuous market expansion [1] - Despite the growth, the industry faces structural issues, with over 20,000 registered cosmetics companies but low market concentration and a lack of globally influential brands [1] Group 2: Clinical Innovations and Approvals - The first non-injection epinephrine product, Neffy® (优敏速®), has been approved in China for emergency treatment of severe allergic reactions, marking a significant milestone in drug innovation [4] - HaiXiang Pharmaceutical announced the initiation of Phase II clinical trials for NWRD06, a novel nucleic acid drug aimed at preventing liver cancer recurrence, which is the first of its kind targeting the GPC3 marker [5] - Xinhua Medical received registration for two types of medical devices, enhancing its competitiveness in the in vitro diagnostics market [6] Group 3: Financing and Market Expansion - Beijing Ruifeng Biotechnology completed a C-round financing of over 100 million yuan, aimed at expanding its commercial capabilities and enhancing research and development in both human and animal health [8][9] - Humatrix Medical announced the completion of an A+ round financing of over 100 million yuan, which will be used to advance clinical trials for its core product and expand its product pipeline [10] Group 4: Healthcare Insurance and Spending - The National Healthcare Security Administration reported that from January to November 2025, the total income of the basic medical insurance fund reached 2.632 trillion yuan, with total expenditures of 2.110 trillion yuan, indicating stable fund operations [12]

Industry News - The Ministry of Finance and the State Administration of Taxation announced that tobacco companies will not be allowed to deduct advertising and promotional expenses from taxable income from January 1, 2026, to December 31, 2027 [3] - The People's Bank of China has introduced a plan to strengthen the management and service system for digital RMB, which will start paying interest on wallet balances at the rate of current deposits from January 1, 2026, marking a transition from "digital cash" to "digital deposit currency" [3] - The China Chain Store and Franchise Association reported that the market size of on-site food sales in supermarkets has exceeded 100 billion yuan [3] - The Asset Management Association of China reported that the total scale of public funds reached 37.02 trillion yuan by the end of November 2025, marking the eighth historical high this year [3] - The Southern Power Grid announced that the last unit of the pumped storage power station in Nanning, Guangxi, was put into operation on December 29, 2025, marking the full completion of Guangxi's first pumped storage power station [3] Company News - Ganfeng Lithium announced that it has been transferred to the procuratorate for prosecution due to suspected insider trading [5] - Kweichow Moutai announced that its controlling shareholder, Moutai Group, has completed a share buyback plan amounting to 3 billion yuan, with no increase in the market supply of Moutai 1935 in 2026 [6][6] - Longpan Technology announced that its subsidiary will reduce production for maintenance on some lithium iron phosphate production lines starting January 1, 2026 [6] - Unigroup Guowei announced plans to acquire controlling or all equity of Ruineng Semiconductor, with stock suspension [6] - ST Panda announced that it has been investigated by the China Securities Regulatory Commission for suspected violations of information disclosure [6] - Haisheng Pharmaceutical announced that its invested company has completed the first patient enrollment for the Phase II clinical trial of the innovative drug NWRD06, targeting a specific liver cancer marker [6] - Tianjian Technology expects a negative net profit for 2025 and revenue below 300 million yuan, which may lead to a delisting risk warning [6] - Tianpu Co. announced no plans to engage in artificial intelligence-related business and has not signed any framework cooperation agreements with shareholders [6] - Guodian Power announced a joint investment with CATL in the Dadu River Danba Hydropower Station project, with a total dynamic investment of 15.273 billion yuan [6] - Hongwei Technology signed a strategic cooperation agreement with a leading domestic company in the transmission field to jointly research GaN power semiconductor devices [6] - 吉祥航空 plans to purchase 25 Airbus A320 series aircraft for 4.1 billion USD, with delivery scheduled between 2028 and 2032 [6][6] - Spring Airlines plans to purchase 30 Airbus A320neo series aircraft for no more than 4.128 billion USD [6][6] - Huazhi Co. announced the termination of the acquisition of 51% of Zhongke Huilian [6] - Wenkong Energy announced a stock suspension for investigation due to significant short-term price increases [6] - Roman Co. signed a contract for a computing power service project worth approximately 156 million yuan [6] - International Composite announced plans to invest 1.693 billion yuan in a project to produce 36 million meters of high-frequency high-speed electronic fiber cloth annually [6]

今日焦点 贵州茅台：控股股东茅台集团累计30亿元增持公司股份本次增持计划已实施完毕 贵州茅台公告称，公司控股股东中国贵州茅台酒厂（集团）有限责任公司已完成增持计划，本次增持计 划已实施完毕。累计增持2,071,359股，占公司总股本的0.17%，增持金额为30亿元。增持完成后，茅台 集团及一致行动人合计持有公司7.09亿股，占总股本的56.63%。 吉祥航空：拟41亿美元购买25架空客A320系列飞机 吉祥航空公告称，公司拟与空客公司签订《飞机购买协议》，购买25架空客A320系列飞机，交易价格 41亿美元。经国家批准认可后，空客公司将于2028年至2032年分批向公司交付上述飞机。 华立股份：终止收购中科汇联51%股份 华立股份公告称，公司原拟通过现金方式收购中科汇联51%的股份。本次交易自启动以来，公司严格恪 守约定，积极推进审计评估等各项前期尽调工作，及时履行信息披露义务。但交易各方未能就交易核心 条款达成共识，公司于近期已收到标的公司股东方面送达的终止本次收购意向的《函》。为维护公司及 全体股东的合法权益，经公司审慎研究，决定终止本次收购。 华立股份10月29日晚间公告，拟以自有或自筹资金现金方式收购 ...