中药板块高开，奇正藏药4连板，新天药业、太龙药业、贵州百灵、维康药业、康缘药业跟涨。 ...

Group 1 - The company issued convertible bonds totaling 800 million RMB with a face value of 100 RMB each, approved by the China Securities Regulatory Commission on September 22, 2020 [1][2] - The bonds were listed on the Shenzhen Stock Exchange on October 27, 2020, under the name "奇正转债" and code "128133" [2] - The conversion period for the bonds starts from March 29, 2021, and ends on September 21, 2026 [3] Group 2 - The conversion price of the bonds has been adjusted multiple times, starting from 30.12 RMB/share to 29.78 RMB/share on July 8, 2021, and further adjustments down to 19.01 RMB/share by July 10, 2025 [4][5][6][7] - The company experienced a significant trading fluctuation, with the bond price deviating by over 30% during three consecutive trading days in late July 2025 [8] Group 3 - The company confirmed that there were no undisclosed significant matters affecting the bond's trading price and that its operational status remains normal [8][9] - As of August 1, 2025, the closing price of the bonds was 197.00 RMB, representing a premium of 97.00% over the face value, with a conversion value of 182.4829 RMB and a conversion premium rate of 7.96% [8]

Group 1 - The company issued convertible bonds totaling 800 million RMB with a face value of 100 RMB per bond, approved by the China Securities Regulatory Commission [1] - The bond interest rates are structured to increase from 0.40% in the first year to 2.50% in the sixth year [1] - The convertible bonds are listed on the Shenzhen Stock Exchange under the name "Qizheng Convertible Bonds" with the code "128133" [1] Group 2 - The conversion period for the bonds started on March 29, 2021, and will end on September 21, 2026 [2] - The conversion price has been adjusted multiple times, with the latest adjustment on January 24, 2025, reducing the price from 19.61 RMB to 19.39 RMB per share [5] - The bond's conversion price was also adjusted to 20.09 RMB on February 20, 2024, reflecting the company's strategic decisions based on market conditions [4] Group 3 - The company experienced a significant trading fluctuation, with the bond's closing price deviating by over 30% for three consecutive trading days [6] - The bond's conversion value is reported at 182.4829 RMB per bond, with a conversion premium rate of 7.96% [6][7] - The company confirmed that there are no undisclosed significant matters affecting the bond's trading price [6]

Market Performance - The two markets opened lower on Friday, with the Shanghai Composite Index closing at 3559.95 points, down 0.37%, and the Shenzhen Component down 0.17% [1] - The total trading volume was 15,984 billion, a significant decrease of 3,377 billion (-17.44%) compared to Thursday [1] - Over 80% of industry sectors saw gains, with warehousing logistics, construction decoration, software, paper printing, and ecological environment sectors leading the rise [1] Industry Highlights - The Chinese medicine sector experienced a significant surge, with Weikang Pharmaceutical hitting the 20% daily limit, alongside other companies like Tianmu Pharmaceutical and Guizhou Bailin also reaching the limit [1] - The photovoltaic sector also performed well, with Jiejia Weichuang and Shuangliang Energy both hitting the daily limit [1] Technical Analysis - The three major indices showed a volume contraction and closed with long upper shadows, indicating a potential reversal after five consecutive weeks of gains [2] - The Shanghai Composite, Shenzhen Component, and ChiNext Index fell by 0.94%, 1.58%, and 0.74% respectively for the week, with total trading volume at 8.93 trillion, down 1.76% from the previous week [2] Investment Strategy - Companies are advised to reduce positions in high-flying stocks that have seen significant gains, while looking to invest in undervalued small and mid-cap growth stocks that have shown strong performance in Q1 and exceeded expectations in H1 [2] - There is a recommendation to allocate some resources towards brokerage stocks in anticipation of the upcoming half-year and third-quarter earnings reports [2]

本文源自：金融界 作者：公告君 金融界8月3日消息，奇正藏药发布异动公告，公司奇正转债于2025年7月30日、7月31日、8月1日连续三 个交易日内收盘价格涨幅偏离值累计超过30%，属于可转债交易异常波动的情况。近期奇正转债价格波 动较大，截至2025年8月1日，收盘价格为197.000元/张，相对于票面价格溢价97.00%。且自2025年7月 21日至2025年8月1日，公司股票已有9个交易日的收盘价格不低于"奇正转债"当期转股价19.01元/股的 130%（即24.713元/股），存在一定的赎回风险。 ...

西藏奇正藏药股份有限公司 可转债交易异常波动公告 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、可转债基本情况 1、可转债发行情况 经中国证券监督管理委员会《关于核准西藏奇正藏药股份有限公司公开发行 可转换公司债券的批复》（证监许可【2020】1766号）核准，西藏奇正藏药股份 有限公司（以下简称"公司"）于2020年9月22日公开发行可转换公司债券，每 张面值为人民币100元，共计800万张，按面值发行，发行总额8.00亿元。 债券利率第一年为0.40%、第二年为0.60%、第三年为1.00%、第四年为1.50%、 第五年为1.80%、第六年为2.50%。 | 证券代码：002287 | 证券简称：奇正藏药 公告编号：2025-055 | | --- | --- | | 债券代码：128133 | 债券简称：奇正转债 | 2、可转换公司债券上市情况 经深圳证券交易所（以下简称"深交所"）"深证上[2020]952号"文同意， 公司8.00亿元可转换公司债券于2020年10月27日起在深交所挂牌交易，债券简称 "奇正转债"，债券代码"128133"。 3 ...

Group 1 - The financing net purchase of A-shares reached 37.2 billion yuan for the week, marking the sixth consecutive week of net purchases exceeding 10 billion yuan, with a total financing balance of 1.97 trillion yuan, the highest level in 10 years since June 2015 [1] - The pharmaceutical and biotechnology sectors received over 6 billion yuan in net purchases, while the electronics sector saw over 3 billion yuan, and the banking and communication sectors also received over 2 billion yuan each [1] - The pharmaceutical sector demonstrated strong resilience during market adjustments, with indices related to hepatitis and Helicobacter pylori reaching historical highs, and traditional Chinese medicine indices hitting yearly highs [1] Group 2 - Qizheng Tibetan Medicine (002287) has seen a continuous three-day limit-up, reaching a nearly five-year high, with a cumulative increase of over 66% this year [2] - Several other pharmaceutical companies, including Anglikang and Guizhou Bailin, have also experienced consecutive limit-ups, indicating strong market interest in the sector [2] Group 3 - The National Development and Reform Commission has initiated a healthcare strengthening project to address weaknesses in grassroots medical services, aligning with the central economic work conference's spirit [4] - The Chinese medicine market is projected to reach 550 to 600 billion yuan by 2025, with further growth expected to 1.2 to 2 trillion yuan by 2030, maintaining a compound annual growth rate of 10% to 14% [4] - Investment in research and development by traditional Chinese medicine companies has been increasing, with a focus on innovation in traditional and biopharmaceuticals expected to provide additional valuation flexibility [4] Group 4 - Short-term adjustments are not expected to alter the long-term upward trend of the market, with 3480 points identified as a strong technical support level [5] - The market is currently in a transitional phase seeking main structural opportunities for a bull market, with a recommendation to actively explore new structural opportunities [6] - The focus is on sectors driven by technological trends, such as AI, and midstream manufacturing that benefits from policy improvements and supply clearing [6]

Group 1 - The A-share market experienced a slight adjustment after reaching new highs, with the Shanghai Composite Index fluctuating around 3600 points, while financing activities remained strong, with a net purchase of 37.2 billion yuan for the week, marking the sixth consecutive week of net buying exceeding 10 billion yuan [1] - The pharmaceutical and electronics sectors attracted significant net inflows, with the pharmaceutical sector receiving over 30.8 billion yuan and the electronics sector over 25.1 billion yuan in net inflows, while sectors like coal, oil, and non-ferrous metals saw slight net selling [1][2] - The medical and biological stocks demonstrated resilience during market adjustments, with various indices related to hepatitis and traditional Chinese medicine reaching new highs, and several stocks, including Qizheng Tibetan Medicine, hitting their highest levels in five years [2] Group 2 - The Chinese traditional medicine market is projected to reach a scale of 550 to 600 billion yuan by 2025, with further growth expected to 1.2 to 2 trillion yuan by 2030, maintaining a compound annual growth rate of 10% to 14% [3] - Continuous growth in R&D investment by traditional Chinese medicine companies is expected to support future development, with innovation in traditional medicine and biopharmaceuticals likely to provide additional valuation flexibility [3] - The market outlook remains positive, with analysts suggesting that the current short-term adjustments do not alter the long-term upward trend, and there are opportunities to explore in sectors driven by technological advancements and improving economic conditions [3]

虽然市场略有调整，但融资客继续大幅加仓A股，全周合计融资净买入372亿元，连续第6周净买入超百亿元。融资余额达1.97万亿元，创2015年6月以来10年 新高。绝大部分申万一级行业都获得融资净买入， 其中医药生物、电子两行业均获得超60亿元净买入，计算机行业获得逾30亿元净买入，银行、通信两行业也 获得超20亿元净买入。仅煤炭、石油石化、有色金属、农林牧渔等行业融资资金小幅净卖出。 另据Wind数据统计，医药生物同样是主力资金最青睐的行业，连续8日获得主力资金净流入，本周合计净流入逾308亿元 ，电子行业获得逾251亿元净流入， 机械设备、通信等行业也获得超百亿元净流入。有色金属行业则遭主力资金净流出逾104亿元，交通运输、食品饮料、非银金融等行业也净流出超40亿元。 医药生物股在市场调整中表现出较强的韧性，肝炎概念指数亦刷新历史纪录，幽门螺杆菌概念指数创三年半新高，中药板块指数创年内新高，民营医院、维生 素、辅助生殖等细分板块指数则全周每个交易日都保持涨势。 以下文章来源于e公司 ，作者证券时报 毛军 e公司 . e公司，证券时报旗下专注上市公司新媒体产品，立志打造A股上市公司资讯第一平台。提供7x24小时 ...

西藏奇正藏药股份有限公司 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。 西藏奇正藏药股份有限公司（以下简称"公司"）于 2025 年 2 月 27 日召开 第六届董事会第九次会议，审议通过了《关于回购股份方案的议案》，同意公司 使用自有资金以集中竞价交易方式回购公司 A 股股份，回购的公司股份将用于股 权激励或员工持股计划。本次回购总金额为不低于人民币 9,000 万元（含）且不 超过人民币 16,000 万元（含），回购价格不超过 31.65 元/股（含），若按回购 总金额上、下限和回购股份价格上限测算，预计回购股份数量约为 284.36 万股 ——505.53 万股，约占公告日公司总股本的 0.5354%——0.9519%。具体回购金 额及回购数量以回购完成时实际使用的资金和回购股份数量为准。回购股份的实 施期限自董事会审议通过本次回购股份方案之日起不超过十二个月。详见 2025 年 3 月 3 日刊登在《证券时报》、巨潮资讯网（http://www.cninfo.com.cn）上 的《关于回购股份方案的公告》（公告编号：2025-012）。 因公司实施 ...