证券之星消息，9月24日化学制药板块较上一交易日上涨0.13%，向日葵领涨。当日上证指数报收于 3853.64，上涨0.83%。深证成指报收于13356.14，上涨1.8%。化学制药板块个股涨跌见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | | --- | --- | --- | --- | --- | --- | --- | | 300111 | 向日葵 | 8.57 | 20.03% | 300.34万 | | 24.00亿 | | 002020 | 京新药业 | 21.63 | 10.02% | 27.78万 | | 5.81亿 | | 002294 | 信立泰 | 60.24 | 10.01% | 14.80万 | | 8.69% | | 300584 | 海辰药业 | 61.56 | 7.98% | 15.43万 | | 9.31亿 | | 688197 | 首药控股 | 48.28 | 6.93% | 3.02万 | | 1.41亿 | | 688302 | 海创药业 | 55.69 | 6.62% | 4.06万 | | 2.26亿 | | 00 ...

（责任编辑：康博） 中国经济网北京9月24日讯 信立泰(SZ:002294)今日股价涨停，截至收盘报60.24元，涨幅10.01%， 总市值671.57亿元。 ...

9月24日早盘，制药板块强势反弹，场内唯一药ETF（562050）持续走高上涨1.72%。 药ETF（562050）被动跟踪中证制药指数，该指数前十大权重股分别为恒瑞医药、片仔癀、云南白药、 科伦药业、华东医药、新和成、复星医药、长春高新、百济神州、博瑞医药。 | | | 医药板块怎么投? | | | --- | --- | --- | --- | | 投什么 | 只投创新药! | 投制药龙头! | 投医疗龙头! | | 选什么 | 港股通创新药ETF (520880) | 药ETF (562050) | 医疗ETF (512170) | | | 场外联接基金:025221 | 场外联接基金:024986 | 场外联接基金:012323 | | 最大特点 | 100%创新药研发!港股高弹性,t+0 | 全市场唯一品种* | 规模265亿元,全市场最大 | | 度层资产 | 100%创新药研发类公司 | 重仓创新药,兼顾中药 | 医疗器械+医疗服务(CXO) | | 有无CXO | 无CXO | 无CXO | 有CXO(权重占比25%) | | 庞份股构成 | 全部港股 | 全部A股 | 全部A股 | | | ...

化学制药板块震荡拉升，信立泰、向日葵双双涨停，康芝药业、海创药业-U、海辰药业、贝达药业、 盟科药业-U、键凯科技等跟涨。 ...

Company Overview - Shenzhen Xinlitai Pharmaceutical Co., Ltd. was established on November 3, 1998, and listed on September 10, 2009. The company is located at 37th Floor, Green View Plaza, Chegongmiao, Shenzhen, Guangdong Province. Its main business involves the research, production, and sales of pharmaceuticals and medical devices [1][2]. Financial Performance - For the first half of 2025, Xinlitai achieved operating revenue of 2.131 billion yuan, representing a year-on-year growth of 4.32%. The net profit attributable to shareholders was 365 million yuan, with a year-on-year increase of 6.10% [2]. - Since its A-share listing, Xinlitai has distributed a total of 7.204 billion yuan in dividends, with 1.649 billion yuan distributed over the past three years [3]. Stock Performance - As of September 23, Xinlitai's stock price was 50.84 yuan per share, with a market capitalization of 56.677 billion yuan. The stock has increased by 67.07% year-to-date, but has seen a decline of 3.58% over the past five trading days and 4.24% over the past 20 days [1]. - The stock has appeared on the "Dragon and Tiger List" twice this year, with the most recent appearance on June 17, where it recorded a net buy of -41.9885 million yuan [1]. Shareholder Structure - As of June 30, 2025, Xinlitai had 24,000 shareholders, a decrease of 0.79% from the previous period. The average number of circulating shares per shareholder was 46,403, an increase of 0.80% [2]. - The top ten circulating shareholders include notable funds such as China Europe Medical Health Mixed A and Hong Kong Central Clearing Limited, with significant changes in their holdings [3].

Core Viewpoint - Recently, the company announced that its self-developed Class 1 biological drug "Tykacizumab Injection" (Project Code: SAL003) has had its application for market approval accepted by the National Medical Products Administration [1] Group 1 - The company, Xinlitai, and its subsidiary, Xinlitai (Suzhou) Pharmaceutical Co., Ltd., are involved in the research and development of the drug [1]

Group 1 - Huadian Co., Ltd. plans to issue H-shares and list on the Hong Kong Stock Exchange [2] - Cisco Ray's 2022 annual report was found to have inflated revenue by 9.96 million and profit by 7.0054 million, leading to penalties and a change in stock name to ST Cisco Ray [3] - Tianpu Co., Ltd. experienced a 245.20% increase in stock price over 13 consecutive trading days, indicating a risk of rapid decline [4] - ST New Power is under investigation by the China Securities Regulatory Commission for suspected violations of information disclosure laws [6] - Baoli International intends to invest in semiconductor testing equipment company Hongtai Technology, acquiring 1%-3% equity [7] - Ankai Micro plans to invest 20 million yuan to acquire 4% equity in Shiqi Future, focusing on smart vision technology [8] Group 2 - SF Holding reported a revenue of 24.787 billion yuan in August, a year-on-year increase of 7.86% [9] - Various companies are involved in share transfers, including Guangli Micro and *ST Tianlong, with plans for significant asset restructuring [11] - Xinwangda's subsidiary aims to establish a storage industry fund with professional investment institutions [12] - Several companies are planning share repurchases, including Shunhao Co. and Lingyun Optics, with adjustments to repurchase plans [18]

Core Viewpoint - The Chinese innovative drug industry is gradually catching up with Europe and the United States in terms of technology, with some targets and technical pathways already leading globally. The number and value of new drugs authorized for overseas markets continue to increase, leading to world-class pricing and non-linear investment elasticity. The domestic market is experiencing strong growth in demand, with domestic new drug sales continuing to rise, and several innovative pharmaceutical companies have turned losses into profits, entering a stable growth phase [2]. Group 1: Innovative Drugs - The innovative drug sector is witnessing a significant increase in sales driven by strong domestic demand, with a number of innovative companies achieving profitability [2]. - The trend of domestic innovative drugs going overseas is accelerating, with increasing numbers and values of new drug authorizations [2]. - The pricing power of innovative drugs is improving, reflecting the global competitiveness of Chinese pharmaceutical companies [2]. Group 2: High-Value Medical Consumables - The orthopedic sector is expected to see mild price reductions due to continued domestic substitution and accelerated overseas business progress [2]. - The neurosurgery and neurointervention fields are experiencing stable growth post-collection, with new products being launched [2]. - The high-value consumables market is expected to benefit from ongoing domestic replacement and the introduction of new products [2]. Group 3: Medical Devices - The medical device sector is seeing a recovery in bidding prices, with ongoing high-speed growth in bidding data this year [2]. - Companies are entering a phase of inventory reduction, with performance expected to improve in the second half of the year [2]. - The low-value consumables sector is experiencing product upgrades and accelerated expansion into overseas markets [2]. Group 4: Blood Products - The supply side of the blood products industry is concentrating on central state-owned enterprises, gradually clearing the competitive landscape [2]. - The demand side is expected to see continuous upgrades to new products, with industry sentiment gradually improving [2]. Group 5: API (Active Pharmaceutical Ingredients) - The API sector is benefiting from the end of a capital expenditure peak, with three growth logic points driving upward trends: new high-end market products, integrated consolidation and overseas expansion, and cost-leading CDMO [2]. - Leading companies in the API sector are expected to see explosive growth in revenue and profits [2]. Group 6: CXO (Contract Research Organization) - The CXO sector is witnessing a recovery in A+H financing activity, with multiple significant business developments enhancing market confidence [2]. - The focus is on optimizing the supply-side landscape and increasing market share for leading CRO companies [2]. Group 7: Traditional Chinese Medicine and Retail Pharmacy - The traditional Chinese medicine sector is showing signs of recovery, with friendly pricing for new drugs and ongoing observation of collection progress [2]. - The retail pharmacy sector is influenced by the pace of supply-side clearing and business model upgrades, with expectations of increased store closures in the second half of 2025 [2]. Group 8: Research and Development Services - The domestic innovative drug business development is heating up, likely driving downstream demand recovery [2]. - The overseas market presents significant growth opportunities for domestic companies, leveraging cost-effectiveness and service differentiation [2].

Core Viewpoint - The company, Sinopharm (002294.SZ), has received acceptance for its listing application of the self-developed Class 1 biological drug "Takasimab Injection" (Project Code: SAL003) by the National Medical Products Administration [1] Group 1 - The drug Takasimab Injection is a recombinant fully human anti-PCSK9 monoclonal antibody [1] - It is intended for the treatment of hypercholesterolemia and mixed dyslipidemia [1] - The company holds independent intellectual property rights for the anti-PCSK9 monoclonal antibody [1]

Group 1 - The core point of the article is that Sinopharm (002294.SZ) announced that its subsidiary, Sinopharm (Suzhou) Pharmaceutical Co., Ltd., has received acceptance for the market application of its self-developed Class 1 biological drug "Ticagrelor Injection" from the National Medical Products Administration [1] Group 2 - The drug is intended to be applied for the treatment of hypercholesterolemia and mixed dyslipidemia [1]