一、雅江电站概念 中化岩土 龙虎榜机构热股 今天机构龙虎榜上榜39只个股，净买入20只，净卖出19只。当日机构买入最多的个股前三位是：一品红 （7939万）、康弘制药（7790万）、永安药业（6946万）。 | 上榜热股 | | 实时涨跌幅 ; 买/卖家数 , 机构净买额 , | | | --- | --- | --- | --- | | 品红 300723.SZ | +20.00% | 2/1 | +7939.94万 | | 康弘药业 | | | | | 002773.SZ | +6.41% | 3/0 | +7790.85万 | | 3日 | | | | | 永安药业 | -5.96% | 4/1 | +6946.16万 | | 002365.SZ | | | | 一品红 龙虎榜显示，今日2家机构净买入7939万。 子公司帕瑞昔布钠原料药通过CDE技术审评；帕瑞昔布钠是由美国法玛西亚公司研发的第一个可静脉注 射或肌肉注射用的选择性 COX-2 抑制剂，通过特异性抑制 COX-2 阻断花生四烯酸合成前列腺素而发挥 抗炎镇痛作用，并可减少麻醉性镇痛药的用量。 龙虎榜知名游资 个股龙虎榜 国内领先的岩土工程和地 ...

以下文章来源于估值之家 ，作者估值之家 估值之家 . 推动投资者认知进步...... 导 语： 令人疑惑的是，无论券商或基金，似乎对永安药业的兴趣都不太大。 2025年7月15日，永安药业(002365.SZ)股价大幅低开，盘中多次触及跌停，又反复打开跌停板，但最终收盘封死跌停。过去七个交易日 时间，永安药业股价最大回撤已经来到-28.04%。 | W | 永安药业(002365) | | | | --- | --- | --- | --- | | | 闭市 07-15 15:00:00 | | | | 23.05 | 额 10.75亿 股本 2.95亿 市盈 237 | 力得 | | | -2.56 -10.00% 换 18.80% 市值1 68亿 | 市净 3.49 | 품 ■ | | | 分时 | те 周K 月K | 更多 () | | | 盟加 | 均价:23.29 盘口 资金 | | | | 28.17 | 10.00% 卖五 23.09 | | 37 | | | 포 | 23.08 | 30 | | | 英三 | 23.07 | dd | | | 集二 | 23.06 | 429 | | 25. ...

证券代码：002365 证券简称：永安药业 公告编号：2025-44 潜江永安药业股份有限公司 2025 年半年度业绩预告 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。 一、预计的本期业绩情况 公司上半年业绩比去年同期大幅下降，主要原因系受市场行情低迷影响，公 司主营产品牛磺酸产销量及销售价格比去年同期都有所下降所致。 四、风险提示 本次业绩预告是公司财务部门初步测算的结果，具体财务数据以公司披露的 2025 年半年度报告为准。 敬请广大投资者注意投资风险。 1、业绩预告期间：2025 年 1 月 1 日至 2025 年 6 月 30 日； 2、预计的业绩： 扭亏为盈 同向上升 同向下降 | 项 目 | 本报告期 | | | | | 上年同期 | | | --- | --- | --- | --- | --- | --- | --- | --- | | 归属于上市 公司股东的 | 盈利：1001.77 万元 | | — | 1501.77 万元 | | 盈利： 5248.52 | | | 净利润 | 比上年同期下降：80.91 % 至 | | | 71.39 ...

Market Review - The CITIC Pharmaceutical Index increased by 1.80%, outperforming the CSI 300 Index by 0.98 percentage points, ranking 16th among 30 CITIC first-level industry indices [5] - The top ten stocks by increase this week include Frontier Biologics-U, Medici, Lianhuan Pharmaceutical, Kangchen Pharmaceutical, and others, with Frontier Biologics-U leading at 41.43% [4][5] - The bottom ten stocks by decrease include ST Weiming, Shenzhou Cell, and Shuotai Shen, with ST Weiming dropping by 18.51% [4][5] Overall Viewpoint and Investment Themes - The current valuation of the pharmaceutical sector is at a low point, with public funds (excluding pharmaceutical funds) having low allocation to the sector. The company remains optimistic about the growth of the pharmaceutical industry by 2025, driven by macroeconomic factors and the demand from major categories [9] - In the innovative drug sector, there is a shift from quantity logic to quality logic, focusing on differentiated domestic and international pipelines. The company suggests paying more attention to products and companies that can ultimately realize profits [9] - In the medical device sector, there is a noticeable recovery in bidding volumes for imaging equipment, and the home medical device market is expected to benefit from subsidy policies. The company highlights the potential for import substitution and growth in the orthopedic sector post-collection [9] - The innovation chain (CXO + life sciences services) is expected to see a rebound in overseas investment and a bottoming out in domestic investment, with a potential return to high growth by 2025 [9] - The pharmaceutical industry is anticipated to enter a new growth cycle, with a focus on specialty raw materials and the expiration of patents leading to new growth opportunities [9] Industry and Company Events - The company highlights the innovative layout of traditional Chinese medicine enterprises, with several products in clinical II and III phases, including those targeting chronic insomnia and primary acute gouty arthritis [29][30] - Yunnan Baiyao has several drugs in various clinical stages, including those for prostate cancer and other conditions, indicating a robust pipeline [16][19] - The company emphasizes the importance of the blood products sector, which is expected to see significant growth due to relaxed approval processes and increased production capacity [14] - The innovative drug pipeline of Yiling Pharmaceutical focuses on cardiovascular, respiratory, and endocrine diseases, with multiple drugs in clinical trials [20][21]

2025.07. 09 【今日推荐】 特朗普称对普京"很不满意" 威胁对俄追加制裁 美国总统特朗普8日表示，已批准向乌克兰运送更多防御性武器，并考虑进一步对俄罗斯实施制裁。 他同时称，对俄罗斯总统普京"很不满意"。特朗普当天在白宫举行的内阁会议上说，普京说过很 多，"态度一直非常好"，但结果"毫无意义"。特朗普表示，他正在考虑是否支持国会参议院正在推进 的一项对俄罗斯实施严厉制裁的新法案。 17 年来首次 法国总统马克龙对英国进行国事访问 当地时间8日，法国总统马克龙开始对英国进行为期三天的国事访问。这是2008年以来法国总统首次 访英，也是自英国正式"脱欧"以来欧盟国家领导人首次访英。英国王储威廉及其妻子凯特王妃前往英 国诺霍特皇家空军基地迎接马克龙及其夫人。根据计划，马克龙将于8日在英国议会发表演讲。10 日，由英国首相斯塔默主持的英法峰会将在唐宁街举行。 日本6 月近1.7 万人中暑紧急送医 创有统计以来新高 当地时间8日，日本总务省消防厅发布消息称，初步统计数据显示，今年6月日本全国共有16943人 因中暑被紧急送医。这一数字创下自2010年开始对6月中暑送医人数进行统计以来的最高值。 【观国内】 国 ...

Core Insights - On July 8, the Shanghai Composite Index rose by 0.70%, with institutional investors appearing on the trading lists of 23 stocks, net buying 7 and net selling 16 [1][3] - The total net selling by institutional special seats amounted to 80.10 million yuan [1][3] Institutional Trading Summary - The stock with the highest net buying by institutional seats was Zhongyou Capital, which closed at the daily limit with a trading volume of 4.63 billion yuan and a turnover rate of 4.39%. The net buying amounted to 93.46 million yuan, with a net inflow of 975 million yuan throughout the day [2][5] - Seili Medical saw a decline of 5.95% with a turnover rate of 48.82% and a trading volume of 2.09 billion yuan. The net buying by institutional seats was 83.14 million yuan, while the stock experienced a net outflow of 161 million yuan [2][5] - Meidixi closed at the daily limit with a rise of 20.00%, a turnover rate of 10.47%, and a trading volume of 602 million yuan. Institutional seats net bought 65.84 million yuan, with a net inflow of 63.96 million yuan [2][5] Performance Analysis - The average increase of stocks with net institutional buying was 5.89%, outperforming the Shanghai Composite Index. Stocks like Meidixi and Zhongyou Capital showed strong performance, closing at the daily limit [3] - Among the stocks with the highest net selling, Yong'an Pharmaceutical had the largest net selling amount of 105.42 million yuan, with a net outflow of 237 million yuan [3][6] - Liu Steel, with a daily fluctuation of 19.41% and a rise of 10.11%, had a net selling of 67.27 million yuan, while experiencing a net inflow of 71.18 million yuan [3][6] Stock Connect Activity - On July 8, 14 stocks on the trading list had either Shenzhen or Shanghai Stock Connect participation, with net buying in Zhongyou Capital, Guanghe Technology, and International Composite Materials totaling 215.28 million yuan, 51.30 million yuan, and 47.86 million yuan respectively [7][8] - The stocks with net selling included Xinyada, Longyang Electronics, and Zhongjing Electronics, with net selling amounts of 103.00 million yuan, 21.97 million yuan, and 20.15 million yuan respectively [7][9]

永安药业今日下跌5.88%，全天换手率20.93%，成交额14.84亿元，振幅6.44%。龙虎榜数据显示，机构 净卖出1.05亿元，营业部席位合计净卖出373.62万元。 深交所公开信息显示，当日该股因日跌幅偏离值达-7.23%上榜，机构专用席位净卖出1.05亿元。 证券时报·数据宝统计显示，上榜的前五大买卖营业部合计成交2.98亿元，其中，买入成交额为9425.18 万元，卖出成交额为2.03亿元，合计净卖出1.09亿元。 资金流向方面，今日该股主力资金净流出2.37亿元，其中，特大单净流出1.30亿元，大单资金净流出 1.07亿元。近5日主力资金净流出1.53亿元。（数据宝） 永安药业7月8日交易公开信息 | 买/ | 会员营业部名称 | 买入金额（万元） | 卖出金额（万元） | | --- | --- | --- | --- | | 卖 | | | | | 买一 | 东方财富证券股份有限公司拉萨东环路第二证券营业 | 1793.36 | 1202.20 | | | 部 | | | | 买二 | 东方财富证券股份有限公司拉萨团结路第一证券营业 | 1714.57 | 1143.26 | | | 部 | ...

Core Insights - The article discusses recent developments in the nutrition and health industry, highlighting regulatory changes, new product approvals, and market trends that could impact investment opportunities [2][3][4][5][6]. Regulatory Developments - The State Administration for Market Regulation issued a guideline clarifying the definition of commercial advertising under the Advertising Law, addressing ongoing disputes in advertising enforcement [2]. - The National Health Commission approved D-alloheptulose and four other substances as new food raw materials, indicating a push for innovation in the nutrition sector [3]. - The market regulator released multiple responses to proposals regarding health food regulations, signaling a focus on traditional Chinese medicine formulations as a potential growth area [4]. Market Trends and Investment Opportunities - Yangtuo Technology Inc. submitted an IPO application to the Hong Kong Stock Exchange, aiming to raise funds for market expansion and supply chain optimization, reflecting growing investor interest in the nutrition and health sector [5]. - A report on 68 nutrition and health companies showed an average market value increase of 20% in the first half of the year, driven by rising consumer health awareness and demand for nutritional products [6]. Company Performance - New Hope Liuhe (002001) projected a net profit of 3.3 billion to 3.75 billion yuan for the first half of 2025, representing a year-on-year growth of 50% to 70% [12]. - Brother Technology (002562) expects a net profit of 60 million to 75 million yuan for the same period, marking an increase of 325% to 431% compared to the previous year [13]. New Product Launches - Guangji Pharmaceutical (000952) received a notice of administrative penalty for information disclosure violations, indicating regulatory scrutiny in the sector [14]. - TCM brand Tongrentang launched its first OTC glucosamine product, expanding its product line in the bone and joint health category [14].

证券代码：002365 证券简称：永安药业 公告编号：2025-43 潜江永安药业股份有限公司 关于年产 4 万吨牛磺酸食品添加剂项目 潜江永安药业股份有限公司（以下简称"公司"）于 2021 年 12 月 2 日召 开第六届董事会第四次会议，审议通过了《关于扩建年产 4 万吨牛磺酸食品添加 剂项目的议案》，同意公司使用自有资金 2.5 亿元人民币扩建年产 4 万吨牛磺酸 食品添加剂项目（以下简称"该项目"），具体内容见公司在中国证监会指定信 息披露媒体巨潮资讯网（http://www.cninfo.com.cn）披露的《关于扩建年产 4 万吨牛磺酸食品添加剂项目的公告》（公告编号：2021-62）。2023 年 2 月 2 日， 公司披露了《关于取得年产 4 万吨牛磺酸食品添加剂扩建项目安评环评批复的公 告》（公告编号：2023-07），该项目已取得安评环评批复。 公司建设该项目旨在通过提升产能的同时，解决原生产线的瓶颈问题，并进 行技术升级，从而达到节能降耗、降低成本、提高质量、增强竞争力的目的。但 鉴于近年来牛磺酸价格持续下滑，公司根据该项目实际建设情况以及当前经营环 境，经审慎研究，决定将原整体扩建项 ...

Core Insights - The A-share market showed a steady performance in the first half of 2025, with notable gains from two Hubei-listed companies, Jiuling Technology and Yong'an Pharmaceutical, achieving increases of 306.72% and 234.79% respectively [1][4]. Jiuling Technology - Jiuling Technology, a high-tech enterprise focused on magnetic materials and precision components, saw its stock price rise by 306.72% in the first half of 2025, ranking fourth in terms of stock performance [2]. - The company's Q1 2025 financial report indicated a revenue of 36.31 million yuan, a year-on-year increase of 4.4%, and a net profit of 6.27 million yuan, up 19.6% year-on-year [2]. - Jiuling Technology has established stable partnerships with major automotive manufacturers, supplying core components to brands like FAW-Volkswagen and Great Wall Motors, benefiting from the booming demand in the new energy vehicle sector [3]. Yong'an Pharmaceutical - Yong'an Pharmaceutical's stock price surged by 234.79% in the first half of 2025, with a dramatic increase from 9 yuan to 28 yuan within two and a half months [4]. - The company specializes in active pharmaceutical ingredients and intermediates, with a significant market share in taurine production, which has seen increased demand due to regulatory changes in the U.S. [4]. - Yong'an Pharmaceutical's production capacity for taurine is 58,000 tons per year, accounting for approximately 50% of the market share, with 60.23% of its revenue coming from overseas sales [4]. Overall Performance of Hubei-listed Companies - Other Hubei-listed companies also performed well, with Yizhi Moyou achieving an increase of 188.42% [5]. - The strong performance of Hubei-listed companies is attributed to local policy support, industrial upgrades, and technological innovation, with the province promoting sectors like biomedicine and high-end equipment manufacturing [5].