Core Points - Sichuan Kelun Pharmaceutical Co., Ltd. has received approval for the issuance of non-financial corporate debt financing tools, with a registered amount of RMB 4 billion for ultra-short-term financing bonds [1] - The company successfully issued its first ultra-short-term financing bond for 2025 on July 17, 2025, raising a total of RMB 800 million with a coupon rate of 1.6% [2] - The funds raised from this bond issuance will be used to repay interest-bearing debts and to supplement working capital [3] Summary by Sections Company Announcement - The board of directors approved the issuance of non-financial corporate debt financing tools on April 12, 2023, and it was subsequently approved by the shareholders' meeting on May 4, 2023 [1] - The company received a registration acceptance notice from the China Interbank Market Dealers Association on December 21, 2023, allowing the registration of ultra-short-term financing bonds [1] Bond Issuance Details - The first ultra-short-term financing bond for 2025 was issued on July 17, 2025, with a total issuance amount of RMB 800 million [2] - The bond has a maturity of 150 days, with an interest payment date set for December 14, 2025 [2] - The bond was rated AAA and was issued at a price of 100 yuan per 100 yuan face value [2] Fund Utilization - The proceeds from the bond issuance will be allocated for repaying interest-bearing liabilities and enhancing the company's liquidity [3]

证券代码：002422 证券简称：科伦药业 公告编号：2025-053 公司于近日获悉，公司2025年度第一期超短期融资券于2025年7月17日发行， 募集资金已于2025年7月17日全额到账。 本期超短期融资券通过簿记建档集中配售的方式在全国银行间债券市场公 开发行。现将发行结果公告如下： | | 发行要素 | | | | --- | --- | --- | --- | | 名称 | 四川科伦药业股份有限公司 2025 年度第一期超短期融资券 | 简称 | 25 科伦 SCP001 | | 代码 | 012581702 | 期限 | 150 日 | | 起息日 | 2025 年 7 月 17 日 | 兑付日 | 2025 年 12 月 14 日 | | 主体评级 | AAA | 发行总额 | 8 亿元 | | 票面年利率 | 1.6% | 发行价格 | 100 元/百元面值 | | 主承销商 | 中国民生银行股份有限公司、成都银行股份有限公司、中信银行股份有限公司、中国邮政 | | | | | 储蓄银行股份有限公司 | | | 本期超短期融资券募集资金用途为偿还有息负债及补充流动资金。 特此公告。 四川科伦 ...

Core Viewpoint - The innovative drug market is experiencing a surge in interest and investment, with significant inflows of capital and strong performance in related stocks [1][5]. Group 1: Market Performance - On July 15, the pharmaceutical ETF (562050) experienced a sharp increase during the opening auction, indicating heightened investor enthusiasm for innovative drugs [2][3]. - The ETF closed up 0.59% at 1.017 yuan per share, with a total trading volume of approximately 26.34 million yuan and a turnover rate of 22.94% [4]. - A-shares in innovative drugs have shown notable gains, with companies like ShenZhou Cell rising nearly 50% in the past month, and others like BoRui Medicine and Jilin AoDong increasing over 10% [5]. Group 2: Fund Performance and Strategy - The latest public fund reports reveal a significant shift towards innovative drugs, with the Changcheng Pharmaceutical Industry Selected Fund achieving over 90% returns, increasing its scale nearly 30 times in the second quarter [6][9]. - The fund manager of Yongying Medical Health Fund indicated a complete portfolio overhaul towards innovative drugs, with top holdings including ShuTaiShen and Rejing Biology, the latter seeing a staggering 443.59% increase this year [6][7]. - The Changcheng fund plans to continue focusing on innovative drugs in the third quarter, emphasizing clinical data, overseas licensing, and domestic sales growth [8]. Group 3: Policy and Market Trends - The innovative drug sector is benefiting from favorable policy developments, with the National Medical Insurance Bureau initiating adjustments to the drug catalog for 2025 [10]. - Data shows that the total amount for Chinese innovative drug licenses reached nearly 66 billion USD in the first half of 2025, surpassing the total for 2024, indicating a rapid rise in global competitiveness [11]. - The current market rally is primarily driven by clinical results and expectations for overseas licensing, with a focus on companies that have the potential for international expansion and those that have successfully transformed [11].

Group 1 - The medical health ETF Taikang (159760) has seen a 0.17% increase, marking its fifth consecutive rise, while the index it tracks, the National Certificate Public Health and Medical Health Index (980016), rose by 0.13% [1] - As of July 14, the latest scale of the medical health ETF Taikang reached 82.4979 million yuan, a new high in nearly three months [2] - The medical device sector is expected to experience a performance turning point, driven by policies such as the old-for-new program and the gradual clearance of channel inventory [2] Group 2 - The top ten weighted stocks in the National Certificate Public Health and Medical Health Index account for 51.67% of the index, with leading companies including WuXi AppTec (603259) and Hengrui Medicine (600276) [3] - The CDMO sector has rebounded, with WuXi AppTec expected to see significant growth in revenue and profit by mid-2025, indicating strong global market demand [2] - The innovation drug industry chain is anticipated to enter a new upward cycle, supported by an improving domestic investment environment and active financing activities [2]

Index Performance - The CSI A500 Index rose by 0.96% this week, closing at 4707.08 points on July 11, marking three consecutive weeks of gains [6] - The average daily trading volume for the week was 4067.87 billion yuan, with a week-on-week increase of 10.89% [6] Component Stocks Performance - The top ten gainers this week included: 1. Zhongyou Capital (000617.SZ) with a gain of 27.78% 2. Quzhou Development (600208.SH) with a gain of 23.67% 3. Northern Rare Earth (600111.SH) with a gain of 21.66% 4. Shenghe Resources (600392.SH) with a gain of 18.99% 5. Harbin Investment (600864.SH) with a gain of 16.36% 6. China Rare Earth (000831.SZ) with a gain of 16.31% 7. Baogang Group (600010.SH) with a gain of 15.47% 8. New Town Holdings (601155.SH) with a gain of 12.98% 9. JA Solar Technology (002459.SZ) with a gain of 12.56% 10. Sungrow Power Supply (300274.SZ) with a gain of 12.50% [4] - The top ten losers included: 1. Huahai Pharmaceutical (600521.SH) with a loss of 9.50% 2. Kelun Pharmaceutical (002422.SZ) with a loss of 8.61% 3. Baillie Gifford (688506.SH) with a loss of 8.43% 4. Junshi Biosciences (688180.SH) with a loss of 7.54% 5. Dongpeng Beverage (605499.SH) with a loss of 6.30% 6. Yingfeng Environment (000967.SZ) with a loss of 5.94% 7. Ziwen Mining (601899.SH) with a loss of 5.79% 8. Juhua Group (600160.SH) with a loss of 5.62% 9. Shandong Gold (600547.SH) with a loss of 5.41% 10. Pudong Development Bank (600000.SH) with a loss of 5.35% [4] Fund Performance - All 38 CSI A500 funds collectively rose this week, with the top performer being the Fortune Fund, which increased by 1.48% [7] - The total scale of these funds reached 1985.44 billion yuan, with the top three being Huatai-PineBridge (189.17 billion yuan), Guotai (178.43 billion yuan), and GF Fund (171.80 billion yuan) [7] Market Insights - Recent reports indicate that the A-share market has broken through key levels, moving away from a "full reduction" mindset, with structural expansion observed [8] - The bond market is experiencing low interest rates and volatility, facing strong resistance both upwards and downwards [8] - The report suggests that the second half of the year will see an influx of incremental capital, driving the market to a new level, with insurance capital leading the way [8] - The technology sector is highlighted as having high probability and return potential due to industry trends and supportive policies [8] - Consumer data shows signs of improvement, with macroeconomic indicators reflecting positive trends, particularly in discretionary consumption [9]

Group 1 - The company announced the resignation of external director Mr. Wang Guangji due to compliance with the "Management Measures for Part-time Positions of Academicians of the Chinese Academy of Engineering" [1] - Mr. Wang's resignation will not result in the board of directors falling below the legal minimum number of members and will not affect the normal operations of the company [1] - The company will promptly elect a new director in accordance with its articles of association and relevant regulations [1] Group 2 - The company commissioned a credit rating agency, United Credit Ratings Co., Ltd., to conduct a comprehensive analysis of its credit status [4] - The credit rating agency assigned the company a long-term credit rating of AAA with a stable outlook, valid from July 9, 2025, to July 8, 2026 [4]

金融界2025年7月9日消息，中欧医疗健康混合C(003096) 最新净值1.6608元，增长0.94%。该基金近1个 月收益率-0.94%，同类排名1094|1252；近3个月收益率16.34%，同类排名306|1238；今年来收益率 10.10%，同类排名434|1218。 简历显示：葛兰女士:中国籍。美国西北大学生物医学工程专业博士。历任国金证券股份有限公司研究 所研究员,民生加银基金管理有限公司研究员。2014年10月加入中欧基金管理有限公司,曾任研究员、中 欧明睿新起点灵活配置混合型证券投资基金基金经理(2015年1月29日起至2016年4月22日)、中欧瑾泉灵 活配置混合型证券投资基金基金经理(2015年3月16日起至2016年4月22日)、中欧瑾源灵活配置混合型证 券投资基金基金经理(2015年3月31日起至2016年4月22日)、中欧瑾和灵活配置混合型证券投资基金基金 经理(2015年4月13日起至2016年4月22日)。现任中欧医疗健康混合型证券投资基金基金经理(自2016年9 月29日起至今),中欧明睿新起点混合型证券投资基金基金经理(自2018年7月12日起至今)、中欧阿尔法混 合型证券 ...

证券代码：002422 证券简称：科伦药业 公告编号：2025-052 日前，联合资信在对公司生产经营状况、宏观经济和政策环境、行业发展、 重大事项、财务情况等方面进行综合分析与评估的基础上，出具了《四川科伦药 业股份有限公司主体长期信用评级报告》，评定公司主体信用等级为 AAA，评级 展望为稳定，有效期为 2025 年 7 月 9 日至 2026 年 7 月 8 日。 特此公告。 四川科伦药业股份有限公司董事会 2025 年 7 月 10 日 四川科伦药业股份有限公司 关于主体信用评级结果的公告 本公司及董事会全体成员保证公告内容的真实、准确和完整，对公告的虚假记载、误 导性陈述或者重大遗漏负连带责任。 四川科伦药业股份有限公司（以下简称"公司"）委托信用评级机构联合资 信评估股份有限公司（以下简称"联合资信"）对公司的信用状况进行了综合分 析。 ...

四川科伦药业股份有限公司（以下简称"公司"）董事会于近日收到外部董事 王广基先生递交的书面辞职报告，因需执行《中国工程院院士兼职管理办法》有关 兼职管理的规定，王广基先生向公司董事会申请辞去公司董事及董事会战略委员会 委员等相关职务，上述职务原定任期至第八届董事会届满之日止。王广基先生系任 期届满前辞职，其辞职报告自送达公司董事会之日起生效。辞去上述职务后，王广 基先生将不再担任公司任何职务。 王广基先生辞去董事职务后，不会导致公司董事会成员低于法定最低人数， 也不会影响公司相关工作的正常进行。公司将依据《公司章程》等有关规定尽快 补选新任董事。 截至本公告日，王广基先生未持有公司股票，不存在应当履行而未履行的承 诺事项。 特此公告。 证券代码：002422 证券简称：科伦药业 公告编号：2025-051 四川科伦药业股份有限公司 关于董事辞职的公告 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。 四川科伦药业股份有限公司董事会 2025年7月10日 ...

金融界7月9日消息，A股三大指数收盘涨跌不一，沪深300制药指数(300制药，L11640)报11609.22点。 数据统计显示，沪深300制药指数近一个月下跌2.48%，近三个月上涨5.29%，年至今上涨6.57%。 据了解，沪深300制药指数从沪深300指数中选取与制药主题相对应的行业内上市公司证券作为指数样 本，以反映该主题上市公司证券的整体表现。该指数以2004年12月31日为基日，以1000.0点为基点。 从指数持仓来看，沪深300制药指数十大权重分别为：恒瑞医药（41.61%）、片仔癀（10.46%）、云南 白药（8.71%）、科伦药业（6.52%）、华东医药（6.0%）、新和成（5.88%）、复星医药（5.59%）、 同仁堂（4.26%）、百利天恒（4.09%）、华润三九（3.63%）。 从沪深300制药指数持仓的市场板块来看，上海证券交易所占比69.26%、深圳证券交易所占比30.74%。 从沪深300制药指数持仓样本的行业来看，药品制剂占比63.81%、中成药占比30.31%、原料药占比 5.88%。 资料显示，指数样本每半年调整一次，样本调整实施时间分别为每年6月和12月的第二个星期五的下 ...