| 序号 | 交易营业部名称 | | 买入金额(万) | 占总成交比例 | | --- | --- | --- | --- | --- | | 1 | 深股通专用 | 777次 46.07% 2 | 14740.99 | 10.13% | | 2 | 机构专用 | 1615次 42.48% | 1906.15 | 1.31% | | 3 | 机构专用 | 1615次 42.48% | 1255.86 | 0.86% | | 4 | 中国中金财富证券有限公司海南分公司 | 次 一 | 24.41 | 0.02% | | 5 | 东方财富证券股份有限公司拉萨东环路第一证券营业部 | 383次 30.03% | 491.56 | 0.34% | | | (买入前5名与卖出前5名)总合计: | | 29354.82 | 20.18% | | 序号 | 交易营业部名称 | | 买入金额(万) | 占总成交比例 | | --- | --- | --- | --- | --- | | | 深股通专用 | 777次 46.07% (7) | 14740.99 | 10.13% | | 2 | 开源证券股份有限公司西安西大街证 ...

| 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | --- | --- | --- | --- | --- | --- | | 000623 | 吉林敖东 | 21.48 | -0.51% | 23.31万 | 5.04亿 | | 000590 | 启迪药业 | 12.56 | -0.16% | 10.04万 | 1.26亿 | | 600085 | 同仁堂 | 33.89 | 0.00% | 9.02万 | 3.04亿 | | 600750 | 江中药业 | 21.38 | 0.05% | 4.29万 | 9188.18万 | | 000538 | 云南白药 | 56.66 | 0.32% | 13.85万 | 7.82 乙 | | 002737 | 葵化约业 | 14.60 | 0.41% | 3.82万 | 5576.37万 | | 600332 | 白云山 | 26.36 | 0.42% | 14.54万 | 3.82亿 | | 600422 | 昆药集团 | 13.61 | 0.52% | 4.98万 | 6775.94万 | | 603567 | 珍宝岛 | + ...

Group 1 - The core viewpoint of the articles highlights a significant surge in the innovative drug sector within the A-share market, particularly on October 31, where several stocks, including Shuyat and Sanofi, hit the 20% daily limit increase [1] - The A-share market experienced fluctuations, with the ChiNext index dropping over 2%, and the total trading volume in the Shanghai and Shenzhen markets reaching 2.32 trillion yuan, a decrease of 103.9 billion yuan compared to the previous trading day [1] - The introduction of the "Commercial Insurance Innovative Drug Directory" mechanism during the national medical insurance negotiations is expected to benefit innovative drugs that are highly innovative and clinically valuable but are not yet included in the basic directory [1] Group 2 - According to Guosen Securities, the Chinese innovative drug industry is showing a long-term positive development trend, particularly evident in the explosive growth of BD transactions in recent years [2] - For most domestic innovative drugs, external licensing is often just the starting point for global development, with the progress of partners overseas and subsequent global clinical data readings enhancing the certainty of commercialization in the global market [2] - The long-term logic of investing in innovative drugs is favored, with a focus on stocks that are showing signs of bottom reversal [2]

消息面上，"十五五"规划建议提出支持创新药和医疗器械发展。2025年开始，国家政策层面多次提出支 持创新药械发展，主要从以下四个维度出发：支持创新药械研发；制定商业健康险创新药目录；优化药 品价格形成机制；支持创新药械应用。 中信证券认为，当下国内创新药发展的瓶颈集中在支付端和应用端。从支付端来看，商保的发展势在必 行，商保目录的制定在其中有指导作用；商保公司和企业主导的、医保部门参与的创新药市场化定价以 及优化药品价格形成机制对于产业发展是一剂强心针，将打开我国的创新药支付空间。从应用端来看， DRG/DIP除外支付、加快入院推广和多元化支付方式等手段是创新药在国内发展的抓手。政策支持下， 国内创新药械的发展有望得到进一步促进。 创新药概念31日盘中走势活跃，截至发稿，三生国健、舒泰神20%涨停，泽璟制药、康芝药业、益方生 物等涨超15%，迈威生物、德源药业、三元基因等涨超10%，联环药业、众生药业、一品红、海思科等 均涨停。 ...

Core Insights - The company reported a total revenue of 1.889 billion yuan for Q3 2025, a decrease of 19.2682 million yuan compared to the same period last year, representing a year-on-year decline of 1.01% [1] - The net profit attributable to shareholders was 251 million yuan, while the net cash inflow from operating activities was 155 million yuan, ranking 38th among disclosed peers, and decreased by 145 million yuan year-on-year, a decline of 48.42% [1] Financial Metrics - The latest debt-to-asset ratio stands at 20.16% [3] - The latest gross profit margin is 56.80%, down by 1.27 percentage points from the previous quarter [3] - The return on equity (ROE) is reported at 6.22% [3] - The diluted earnings per share (EPS) is 0.30 yuan [3] - The total asset turnover ratio is 0.35 times, and the inventory turnover ratio is 2.06 times [3] Shareholder Information - The number of shareholders is 72,900, with the top ten shareholders holding a total of 282 million shares, accounting for 33.24% of the total share capital [3] - The top shareholders include: - Zhang Yuchong: 10.91% - Zhang Yuli: 10.91% - Hong Kong Central Clearing Limited: 2.66% - Industrial Bank Co., Ltd. - Xingquan Trend Investment Mixed Securities Investment Fund: 1.94% - Chen Yonghong: 1.61% - China Merchants Bank Co., Ltd. - Xingquan He Run Mixed Securities Investment Fund: 1.28% - China Construction Bank Co., Ltd. - Xingquan Multi-Dimensional Value Mixed Securities Investment Fund: 1.13% - National Social Security Fund 604 Portfolio: 0.95% - Li Yujian: 0.94% - Bank of China Co., Ltd. - Xingquan He Feng Three-Year Holding Period Mixed Securities Investment Fund: 0.91% [3]

Core Viewpoint - Zhongsheng Pharmaceutical is a well-known pharmaceutical company focusing on drug research and development, with a strong product line and significant market share in traditional Chinese medicine [1] Group 1: Business Performance - In Q3 2025, Zhongsheng Pharmaceutical reported revenue of 1.889 billion yuan, ranking 29th among 69 companies in the industry, with the industry leader Baiyunshan generating 61.606 billion yuan [2] - The company's net profit for the same period was 245 million yuan, ranking 25th in the industry, with the top performer Yunnan Baiyao achieving 4.789 billion yuan [2] Group 2: Financial Ratios - As of Q3 2025, Zhongsheng Pharmaceutical's debt-to-asset ratio was 20.16%, lower than the industry average of 32.81%, indicating strong solvency [3] - The gross profit margin for Q3 2025 was 56.80%, higher than the industry average of 52.44%, reflecting robust profitability [3] Group 3: Shareholder Information - As of September 30, 2025, the number of A-share shareholders decreased by 18.90% to 72,900, while the average number of circulating A-shares held per shareholder increased by 23.31% to 10,400 [5] - Hong Kong Central Clearing Limited was the third-largest shareholder, increasing its holdings by 13.4739 million shares [5] Group 4: Future Outlook - Guosheng Securities forecasts that Zhongsheng Pharmaceutical's net profit will reach 351 million yuan, 435 million yuan, and 513 million yuan from 2025 to 2027, with corresponding growth rates of 217.4%, 23.8%, and 17.9% [6] - Yongxing Securities anticipates revenue growth from approximately 2.64 billion yuan in 2025 to 3.27 billion yuan in 2027, with net profit estimates of 320 million yuan to 480 million yuan over the same period [6]

10月30日晚，众生药业(002317)如期披露了2025年三季报，数据显示，公司前三季度实现营业收入18.89 亿元，较去年持平；归母净利润2.5亿元，同比高增68.40%；扣非净利润实现2.46亿元，同比增长 30.36%；其中三季度单季度实现营业收入5.89亿元，同比增长8.35%，扣非净利润表现突出达5903万 元，同比激增301.03%。 今年以来，创新药产业端、政策端不断迎来利好，可以说，众生药业正站在政策红利与市场需求的双重 风口。公司5月获批的全球首个PB2靶点流感创新药昂拉地韦片冲刺医保谈判的关键节点，与提前到来 的甲型H3N2流感流行季形成精准共振。公司三季报业绩数据，展现了其"中成药稳基盘、创新药拓增 量"的经营韧性。 全球首创机制突破，昂拉地韦直击流感治疗痛点 可以看到，昂拉地韦的市场价值正迎来兑现契机。从政策端看，该药已顺利通过医保谈判形式审查与专 家评审，进入医保谈判阶段，有望实现"当年获批、当年谈判"，若成功纳入医保，预计2026年初即可启 动全国放量。这一进度与流感流行周期形成完美衔接。据悉，北京佑安医院专家预测，受全球流感提前 爆发影响，国内流行季可能较往年提前1—2个月，冬 ...

格隆汇10月30日丨众生药业(002317.SZ)公布三季度报告，前三季营业收入18.89亿元，同比下降1.01%， 归属于上市公司股东的净利润2.5亿元，同比增长68.4%，归属于上市公司股东的扣除非经常性损益的净 利润2.46亿元，同比增长30.36%。 ...

1、委托理财种类：安全性高、流动性好、具有合法经营资格的金融机构销 售的理财类产品。 证券代码：002317 公告编号：2025-106 广东众生药业股份有限公司 关于使用闲置自有资金进行委托理财的公告 本公司及董事会全体成员保证信息披露内容的真实、准确和完整，没有虚假 记载、误导性陈述或重大遗漏。 重要内容提示： 2、委托理财金额：额度为期限内任一时点的委托理财交易金额不超过人民 币 40,000.00 万元，在上述额度内，资金可以滚动使用。 3、特别风险提示：广东众生药业股份有限公司（以下简称"公司"）使用 闲置资金购买理财产品是公司在风险可控的前提下提高闲置资金使用效率的理 财方式，风险较低。但受宏观经济形势变化或市场波动等影响，委托理财的实际 收益存在不确定性，敬请广大投资者注意投资风险。 为提高资产使用效率和现金资产的收益，公司于 2025 年 10 月 30 日召开第 八届董事会第二十八次会议和第八届监事会第二十八次会议，审议通过《关于使 用闲置自有资金进行委托理财的议案》，同意公司及子公司（公司合并报表范围 内的子公司）在保障日常生产经营以及项目建设资金需求，有效控制风险的前提 下，使用不超过人 ...

本公司及监事会全体成员保证信息披露内容的真实、准确和完整，没有虚假 记载、误导性陈述或重大遗漏。 广东众生药业股份有限公司（以下简称"公司"）第八届监事会第二十八次 会议的会议通知于 2025 年 10 月 20 日以专人和电子邮件形式送达全体监事，会 议于 2025 年 10 月 30 日在公司会议室以现场表决方式召开。本次会议应出席监 事 3 人，实际出席监事 3 人，会议由公司监事会主席谭珍友先生主持，董事会秘 书列席本次会议。本次会议的召集和召开符合法律、法规和《公司章程》的有关 规定。经与会监事认真审议，以记名投票方式表决，做出如下决议： 一、审议通过了《公司 2025 年第三季度报告》。 经审核，监事会认为董事会编制和审核《公司 2025 年第三季度报告》的程 序符合法律、行政法规和中国证监会的规定，报告内容真实、准确、完整地反映 了上市公司的实际情况，不存在任何虚假记载、误导性陈述或者重大遗漏。 证券代码：002317 公告编号：2025-104 广东众生药业股份有限公司 第八届监事会第二十八次会议决议公告 证券代码：002317 公告编号：2025-104 备查文件 经与会监事签名的监事会决议 ...