Market Overview - The Shanghai Composite Index rose by 0.34% on November 28, with 29 out of 31 sectors experiencing gains, led by the steel and agriculture sectors, both up by 1.59% [1] - The pharmaceutical and biological industry saw a modest increase of 0.14% [1] - The banking and coal sectors faced declines, down by 0.83% and 0.14% respectively [1] Capital Flow Analysis - The net inflow of capital in the two markets reached 10.84 billion yuan, with 19 sectors experiencing net inflows [1] - The electronics sector led the net inflow with 3.423 billion yuan and a daily increase of 1.30% [1] - The non-ferrous metals sector followed with a net inflow of 3.051 billion yuan and a daily increase of 1.44% [1] - Conversely, 12 sectors experienced net outflows, with the pharmaceutical and biological sector seeing the largest outflow of 2.334 billion yuan [1] Pharmaceutical and Biological Sector Performance - Within the pharmaceutical and biological sector, 477 stocks were tracked, with 260 stocks rising and 201 stocks falling [2] - The top three stocks with the highest net inflow were Haiwang Biological (1.45 billion yuan), Baihua Pharmaceutical (977.51 million yuan), and Tailong Pharmaceutical (801.56 million yuan) [2] - The sector's outflow was dominated by Zhongsheng Pharmaceutical (6.84 billion yuan), WuXi AppTec (1.65 billion yuan), and Te Yi Pharmaceutical (1.12 billion yuan) [2] Top Gainers in Pharmaceutical Sector - Haiwang Biological saw a significant increase of 10.03% with a turnover rate of 15.64% and a net inflow of 145.23 million yuan [4] - Baihua Pharmaceutical increased by 10.01% with a net inflow of 97.75 million yuan [4] - Tailong Pharmaceutical rose by 5.37% with a net inflow of 80.16 million yuan [4] Top Losers in Pharmaceutical Sector - Zhongsheng Pharmaceutical experienced a decline of 10.00% with a net outflow of 683.65 million yuan [4] - WuXi AppTec fell by 1.10% with a net outflow of 164.72 million yuan [4] - Te Yi Pharmaceutical decreased by 6.41% with a net outflow of 112.06 million yuan [4]

Core Insights - The avian influenza concept sector experienced a decline of 0.76%, ranking among the top losers in the market, with major stocks like Zhongsheng Pharmaceutical hitting the limit down, while a few stocks like Wens Foodstuff and Weilan Biology saw gains of 1.80% each [1][2] Market Performance - The top-performing concept sectors included Titanium Dioxide with a gain of 4.31%, and Hainan Free Trade Zone with a gain of 3.54%, while the avian influenza sector was among the worst performers [1] - The avian influenza sector saw a net outflow of 784 million yuan, with 18 stocks experiencing net outflows, led by Zhongsheng Pharmaceutical with a net outflow of 684 million yuan [1] Stock Performance - Stocks with significant net outflows included: - Zhongsheng Pharmaceutical: -10.00% with a turnover rate of 18.78% and a net outflow of 683.65 million yuan - Yiling Pharmaceutical: -2.40% with a net outflow of 35.71 million yuan - Lianhuan Pharmaceutical: -1.79% with a net outflow of 25.69 million yuan - Hualan Biological: -6.60% with a net outflow of 18.13 million yuan [1] - Conversely, stocks with net inflows included: - Tiankang Biological: +1.26% with a net inflow of 16.52 million yuan - Shanghai Kaibao: -1.70% with a net inflow of 5.06 million yuan - Jinhai Biological: +0.16% with a net inflow of 3.82 million yuan [2]

Group 1 - The flu concept sector declined by 0.49%, ranking among the top declines in concept sectors, with companies like Zhongsheng Pharmaceutical and Guangji Pharmaceutical hitting the limit down [1][2] - Major stocks in the flu concept sector that saw significant declines include Zhongsheng Pharmaceutical (-10.00%), Guangji Pharmaceutical (-9.98%), and Hainan Haiyao (+2.34%) [2][3] - The flu concept sector experienced a net outflow of 1.24 billion yuan, with Zhongsheng Pharmaceutical leading the outflow at 684 million yuan [2][3] Group 2 - The top gainers in the flu concept sector included Haiwang Biological (+10.03%), Baihua Pharmaceutical (+10.01%), and Tailong Pharmaceutical (+5.37%) [1][7] - The overall market saw a mixed performance, with 63 stocks in the flu concept sector rising while others fell significantly [1][2] - The concept sectors with the highest gains included Titanium Dioxide (+4.31%) and Hainan Free Trade Zone (+3.54%), contrasting with the flu concept sector's decline [2]

Group 1 - The hepatitis concept sector declined by 0.31%, ranking among the top declines in concept sectors, with companies like Zhongsheng Pharmaceutical and Guangji Pharmaceutical hitting the limit down [1][2] - Major stocks in the hepatitis sector that saw significant outflows include Zhongsheng Pharmaceutical with a net outflow of 684 million yuan, followed by Te Yi Pharmaceutical and Pian Zai Huang with net outflows of 112 million yuan and 81 million yuan respectively [2][3] - Conversely, stocks that experienced net inflows include Baihua Pharmaceutical, Huadong Medicine, and Kangzhi Pharmaceutical, with inflows of 97.75 million yuan, 43.11 million yuan, and 21.20 million yuan respectively [6] Group 2 - The top gainers in the hepatitis sector included Baihua Pharmaceutical, which rose by 10.01%, followed by Chengda Pharmaceutical and Kangzhi Pharmaceutical with increases of 4.79% and 3.00% respectively [1][6] - The overall market sentiment for the hepatitis sector appears negative, as evidenced by the significant net outflows and the number of stocks declining in value [2][3] - The trading volume for Zhongsheng Pharmaceutical was notably high, with a turnover rate of 18.78%, indicating active trading despite the price drop [2][3]

广东众生药业股份有限公司（以下简称"公司"）于 2025 年 8 月 7 日在《证 券时报》和巨潮资讯网（www.cninfo.com.cn）上披露了《关于公司董事、高级管 理人员减持股份的预披露公告》（公告编号：2025-084），公司董事、副总裁、 财务总监龙春华女士计划自上述公告披露之日起十五个交易日后的三个月内（即 2025 年 8 月 28 日至 2025 年 11 月 27 日）以集中竞价交易方式或大宗交易方式 减持公司股份不超过 900,000 股（占公司总股本 0.11%）。 近日，公司收到龙春华女士出具的《关于减持股份实施情况的告知函》，截 至本公告日，龙春华女士股份减持计划期限已届满。根据《上市公司股东减持股 份管理暂行办法》《上市公司董事和高级管理人员所持本公司股份及其变动管理 规则》《深圳证券交易所上市公司自律监管指引第 18 号——股东及董事、高级 管理人员减持股份》等相关规定，现将相关情况公告如下： 一、股东减持股份情况 | 股东名称 | 减持方式 | 减持期间 | | | 减持均价 | 减持股数 | 减持比例 | | --- | --- | --- | --- | --- | - ...

众生药业公告，公司董事、副总裁兼财务总监龙春华于2025年9月8日至2025年11月14日通过集中竞价交 易减持74.59万股，占总股本0.09%，减持均价22.34元，价格区间19.18元/股至26元/股；此前拟减持不超 90万股，占0.11%。减持后持股285.8万股，占0.34%，较减持前360.39万股、0.42%减少。计划实施完 毕，未导致公司控制权变更。 ...

Core Viewpoint - Zhongsheng Pharmaceutical (002317.SZ) experienced a limit down today with a turnover rate of 18.78% and a transaction volume of 3.53 billion yuan, indicating significant market activity and investor sentiment shifts [1] Trading Activity Summary - The net selling by the Shenzhen Stock Connect amounted to 33.2 million yuan, with purchases of 114 million yuan and sales of 148 million yuan [1] - An institutional investor net sold 15.59 million yuan, while retail investors from "Ningbo Sangtian Road" ranked second in selling, net selling 119 million yuan [1] - The total buying from the top five trading desks was 305.63 million yuan, accounting for 8.66% of the total transaction volume [1] Top Buying and Selling Desks - The top five buying desks included: 1. Shenzhen Stock Connect with 114.31 million yuan (3.24% of total transactions) 2. Dongfang Caifu Securities, Lhasa Tuanjie Road with 47.52 million yuan (1.35%) 3. Dongfang Caifu Securities, Lhasa Donghuan Road with 43.99 million yuan (1.25%) 4. Dongfang Caifu Securities, Lhasa Financial City with 35.70 million yuan (1.01%) 5. Dongfang Caifu Securities, Lhasa Donghuan Road No. 2 with 31.31 million yuan (0.89%) [1] - The top five selling desks included: 1. Shenzhen Stock Connect with 114.31 million yuan (3.24%) 2. V.COM Guosheng Securities, Ningbo Sangtian Road with 9.09 million yuan (0.26%) 3. Zheshang Securities, Hangzhou Wuxing Road with 0.025 million yuan (0.00%) 4. Dongwu Securities, Ningbo Qianhe South Road with 0.025 million yuan (0.00%) 5. Institutional Special with 23.64 million yuan (0.67%) [1]

Group 1 - The Chinese medicine sector experienced a decline of 0.83% on November 28, with Yue Wannianqing leading the drop [1] - The Shanghai Composite Index closed at 3888.6, up 0.34%, while the Shenzhen Component Index closed at 12984.08, up 0.85% [1] - Key stocks in the Chinese medicine sector showed mixed performance, with Tai Long Pharmaceutical rising by 5.37% to a closing price of 8.04 [1] Group 2 - Yue Wannianqing saw a significant drop of 13.71%, closing at 22.84, with a trading volume of 296,100 shares [2] - Other notable declines included Zhongsheng Pharmaceutical, which fell by 10.00% to 23.95, and Te Yi Pharmaceutical, which decreased by 6.41% to 14.01 [2] - The overall net capital flow in the Chinese medicine sector indicated a net outflow of 981 million yuan from main funds, while retail investors contributed a net inflow of 766 million yuan [2]

Group 1 - The stock of Xiangyang Bearing surged to its daily limit on November 28, following a plea from a retail investor on social media for support due to personal financial difficulties related to a child's illness [4] - The overall A-share market showed a recovery on the same day, with the Shanghai Composite Index rising by 0.34%, the Shenzhen Component Index increasing by 0.85%, and the ChiNext Index up by 0.7% [5] - A total of 4,122 stocks rose, with 81 stocks hitting the daily limit, while 1,193 stocks declined [6] Group 2 - The commercial aerospace sector saw a collective surge, with stocks like Aerospace Development hitting their daily limit, driven by news of a privately developed hypersonic missile in Sichuan [8] - The stock performance in the aerospace sector included significant gains, with companies like Qianzhao Optoelectronics rising by 20.01% and Aerospace Universe by 20.00% [9] - The Hainan Free Trade Zone concept stocks were also active, with Hainan Ruize reaching its daily limit [10] Group 3 - The consumer sector showed signs of recovery, with Hai Xin Food experiencing a dramatic price increase, referred to as a "limit-up" [11] - The titanium dioxide sector strengthened, with Jinpu Titanium Industry and others hitting their daily limit [11][12] - In contrast, the anti-influenza concept stocks faced declines, with companies like Zhongsheng Pharmaceutical and Guangji Pharmaceutical hitting their daily limit down [13]

记者丨黎雨桐 编辑丨吴桂兴 11月28日，A股11月收官。沪指本月累计跌1.67%，月中续创十年新高后震荡回落，终结月线六连阳。 28日收盘，A股股指悉数飘红。 | 行情 | 资金净流入 | 涨跌分布 | | --- | --- | --- | | 上证指数 | 深证成指 | 北证50 | | 3888.60 | 12984.08 | 1387.70 | | +13.34 +0.34% +108.89 +0.85% | | +5.38 +0.39% | | 科创50 | 创业板指 | 万得全A | | 1327.15 | 3052.59 | 6205.68 | | +16.45 +1.25% +21.29 +0.70% | | +47.36 +0.77% | | 沪深300 | 中证500 | 中证A500 | | 4526.66 | 7031.55 | 5440.94 | | +11.26 +0.25% | +80.27 +1.15% | +25.02 +0.46% | | 中证1000 | 深证100 | 中证红利 | | 7334.21 | 5694.00 | 5545.84 | | +76.76 +1 ...