四川科伦药业股份有限公司董事会 证券代码：002422 证券简称：科伦药业 公告编号：2025-021 四川科伦药业股份有限公司 关于变更持续督导独立财务顾问主办人的公告 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（以下简称"公司"）于近日收到长江证券承销 保荐有限公司（以下简称"长江保荐"）出具的《关于更换四川科伦药业股份有 限公司分拆所属子公司四川科伦博泰生物医药股份有限公司至香港联交所主板 上市持续督导独立财务顾问主办人的函》。长江保荐系公司分拆所属子公司四川 科伦博泰生物医药股份有限公司至香港联交所主板上市（以下简称"分拆上市"） 的独立财务顾问，原委派的财务顾问主办人为张栩先生、刘冠男女士。 张栩先生因职务变动原因拟不再担任本项目独立财务顾问主办人，为保证本 项目持续督导工作的有序进行，长江保荐决定委派曾钰程女士（简历详见附件） 接替张栩先生担任本项目独立财务顾问主办人，继续履行持续督导职责。 本次变更后，分拆上市的独立财务顾问主办人为刘冠男女士和曾钰程女士， 持续督导期至 2024 年 12 月 31 日止。 公司董事 ...

工银前沿医疗股票A基金经理为赵蓓。 简历显示，赵蓓女士:硕士,曾在中再资产管理股份有限公司担任投资经理助理。2010年加入工银瑞信,现任研究部副总监、医疗保健研究团队负责人,2014年11 月18日至今,担任工银医疗保健行业股票型基金基金经理;2015年4月28日至今,担任工银瑞信养老产业股票型基金基金经理;2016年2月3日至今,担任工银瑞信前 沿医疗股票型基金基金经理。2018年7月30日至2019年12月23日起担任工银瑞信医药健康行业股票型证券投资基金基金经理。2020年05月20日至2022年6月14 日担任工银瑞信科技创新6个月定期开放混合型证券投资基金基金经理。2025年4月9日起担任工银瑞信新经济灵活配置混合型证券投资基金(QDII)基金经 理。 | ○ 基金经理:赵蓓 | | | | | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | | 累计任职时间：10年又153天 任职起始日期：2014-11-18 现任基金资产 总规模 158.81亿元 | 现任基金公司：工银瑞信基金管理有限公司 · 在管基金最佳 任 ...

Group 1 - The Shanghai Composite Index opened high and the CSI 300 Pharmaceutical and Biotechnology Index reported 7370.94 points [1] - The CSI 300 Pharmaceutical and Biotechnology Index has decreased by 1.33% in the past month, increased by 5.20% in the past three months, and decreased by 0.98% year-to-date [1] - The CSI 300 Index is categorized into 11 primary industries, 35 secondary industries, over 90 tertiary industries, and more than 200 quaternary industries [1] Group 2 - The top ten weights in the CSI 300 Pharmaceutical and Biotechnology Index are: Heng Rui Medicine (24.17%), WuXi AppTec (14.58%), Pian Zai Huang (6.92%), Yunnan Baiyao (5.68%), Kelun Pharmaceutical (5.11%), East China Pharmaceutical (3.63%), New Hope Liuhe (3.58%), Shanghai Raas (3.57%), Changchun High-tech (3.53%), and Fosun Pharma (3.39%) [1] - The market share of the CSI 300 Pharmaceutical and Biotechnology Index is 61.98% from the Shanghai Stock Exchange and 38.02% from the Shenzhen Stock Exchange [2] - The industry composition of the index includes: chemical drugs (42.08%), traditional Chinese medicine (20.00%), pharmaceutical and biotechnology services (19.84%), and biological drugs (18.08%) [2] Group 3 - The index samples are adjusted every six months, with adjustments implemented on the next trading day after the second Friday of June and December each year [2] - Weight factors are generally fixed until the next scheduled adjustment, with temporary adjustments made when the CSI 300 Index samples are modified [2] - Special events affecting sample companies may lead to adjustments in the industry classification of the CSI 300 Industry Index [2]

科伦药业（002422）证券部今日回应以投资者身份致电的记者，表示公司相关部门正在密切关注美国计 划对药品加征关税的消息。公司出口美国的产品包括制剂和原料药，但在整体营收中的占比并不高，具 体影响需待关税落地后判断。美国总统特朗普4月8日发表讲话，提出将对药品征收关税。(智通财经) ...

Group 1 - The report highlights the recent policy initiatives from Beijing and Shenzhen aimed at supporting the high-quality development of innovative pharmaceuticals and medical devices, emphasizing a full-chain support approach from research and development to clinical application [4][5][6] - The policies include measures to enhance the efficiency of clinical trials, such as reducing the overall time for initiating clinical trial projects to under 20 weeks in Beijing and 25 weeks in Shenzhen, along with financial incentives for successful trials [6][10] - The report notes that these initiatives are a continuation of previous efforts, with significant improvements observed in clinical trial timelines and the establishment of green channels for urgent drug imports, contributing to an 8.7% growth in the pharmaceutical and health industry in Beijing [11][12] Group 2 - The report suggests focusing on key companies in the innovative drug, medical device, and AI sectors, including major players like 恒瑞医药 (Hengrui Medicine), 迈瑞医疗 (Mindray), and 润达医疗 (Runda Medical) [3][14][16] - It provides a valuation table for key companies in the pharmaceutical and medical device sectors, indicating their market capitalization and projected earnings per share (EPS) for 2024 to 2026, which reflects the expected growth and investment potential in these companies [14] - The report emphasizes the importance of artificial intelligence in enhancing pharmaceutical innovation, with both Beijing and Shenzhen promoting AI applications in drug development and clinical trial management [7][8]

登录新浪财经APP 搜索【信披】查看更多考评等级 证券代码：002422 证券简称：科伦药业 公告编码：2025-020 四川科伦药业股份有限公司 关于2022年员工持股计划存续期即将届满的提示性公告 本公司及董事会全体成员保证信息披露的内容真实、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（以下简称"公司"）于2022年8月25日召开第七届董事会第十六次会议和第 七届监事会第十一次会议，于2022年9月13日召开2022年第一次临时股东大会，相继审议通过了《关于 〈四川科伦药业股份有限公司2022年员工持股计划（草案）〉及其摘要的议案》等相关议案，具体内容 详见公司于"巨潮资讯网"（www.cninfo.com.cn）上披露的相关公告。 根据公司2022年第一次临时股东大会审议通过的《2022年员工持股计划（草案）》的有关规定及公司 2022年员工持股计划第一次持有人会议决议，锁定期届满后，本员工持股计划管理委员会将根据公司 2022年员工持股计划的规定和市场情况择机进行处置。 本员工持股计划将严格遵守市场交易规则，遵守中国证券监督管理委员会、深圳证券交易所关于股票买 卖相关 ...

证券代码：002422 证券简称：科伦药业 公告编码：2025-020 四川科伦药业股份有限公司 关于 2022 年员工持股计划存续期即将届满的提示性公告 本公司及董事会全体成员保证信息披露的内容真实、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（以下简称"公司"）于2022年8月25日召开第 七届董事会第十六次会议和第七届监事会第十一次会议，于2022年9月13日召开 2022年第一次临时股东大会，相继审议通过了《关于<四川科伦药业股份有限公 司2022年员工持股计划（草案）>及其摘要的议案》等相关议案，具体内容详见 公司于"巨潮资讯网"（www.cninfo.com.cn）上披露的相关公告。 鉴于公司2022年员工持股计划（以下简称"本员工持股计划"）存续期将于 2025年10月9日届满，根据中国证券监督管理委员会《关于上市公司实施员工持 股计划试点的指导意见》《深圳证券交易所上市公司自律监管指引第1号—主板 上市公司规范运作》的相关规定，现将本员工持股计划存续期届满前的相关情况 公告如下： 三、本员工持股计划的存续、变更和终止 （一）员工持股计划的存续期 一、本员工持股计 ...

Investment Rating - The report maintains an "Overweight" rating for the pharmaceutical and biotechnology sector [1] Core Insights - The pharmaceutical sector shows higher certainty under the backdrop of the tariff war, with a focus on innovation and domestic substitution strategies [1][15] - The A-share pharmaceutical index has increased by 1.20% this week and 4.77% year-to-date, outperforming the CSI 300 by 2.57% and 6.64% respectively [3][9] - The report highlights the approval of significant drugs in China, such as Roche's Ocrelizumab for multiple sclerosis and Novartis' Pluvicto for prostate cancer treatment [3][4] Summary by Sections Industry Performance - The A-share pharmaceutical index has shown a weekly increase of 1.20% and a year-to-date increase of 4.77%, while the H-share biotech index has increased by 1.7% this week and 30.77% year-to-date [3][9] - Notable stock performances include Duorui Pharmaceutical (+56%), Oukang Pharmaceutical (+49%), and Weisi Medical (+31%) [3][9] Tariff Impact - The recent U.S. tariff exemptions for the pharmaceutical industry include drug formulations, active pharmaceutical ingredients, and plant extracts, indicating minimal impact on the sector [3][15] - The report notes that 90% of antiviral and antibiotic drugs consumed in the U.S. rely on imported active pharmaceutical ingredients, with a significant portion coming from India and China [15][16] Investment Strategy - Recommended investment focus areas include innovative drugs, blood products, research services, and medical devices, with a specific emphasis on domestic companies benefiting from tariff changes [10][16] - Companies to watch include Baijia Shenzhou, Kelun Pharmaceutical, and Shanghai Laisai in the innovative drug sector, and Shanghai Laisai and Boya Biological in blood products [10][16] R&D Developments - Over 200 Chinese innovative drugs are set to be showcased at the 2025 AACR conference, reflecting the growing international recognition of domestic innovations [3][18] - The report lists several key drugs and their respective companies that have received U.S. approvals, highlighting the advancements in the Chinese pharmaceutical sector [18][19]

3月31日，沪指涨0.38%报3348点，深证成指跌0.01%，创业板指跌0.09%。全天成交1.15万亿元，较前一交易日缩量905亿元，全市场超3800股上涨。板块方 面，医药、可控核聚变板块、超导概念走强，腾讯云概念下挫。 | 代码 | 名称 | 涨幅 | 现价 儿大儿板� | 张停分析 | | --- | --- | --- | --- | --- | | 603011 | 合锁智能 | +10.03% | 14.04 7天5板 | 核聚变+机器人+算力+机器 | | CO33E3 | 和顺石油 | +9.99% | 21.03 5天4板 | 华为超充+加油站+光伏 | | 002549 | 凯美特气 | +10.06% | 9.19 4连板 | 光刻胶+节能环保+氢能源 | | 002923 | 粗都股份 | +10.01% | 16.16 6天3板 | 新型烟草+合成生物+原料药 | | 002808 | ST ロク | +5.16% | 3.26 5天3板 | ST板块+激光光导鼓+信息安 | | 000793 | ST华闻 | +4.95% | 2.33 5天3板 | 被债权人申请重整+海南+文 ...

Group 1 - The core viewpoint indicates that the Chinese stock market is expected to enter a "transformation bull" phase in 2025, driven by market clearing, policy adjustments, and a decline in risk-free interest rates [2] - The China A500 ETF Morgan has seen a recent increase in trading activity, with a transaction volume of 4.05 billion yuan and a turnover rate of 4.4%, reflecting investor interest [1] - The latest scale of the China A500 ETF Morgan reached 9.197 billion yuan, with continuous leverage funding being deployed [1] Group 2 - Morgan Asset Management has launched a series of international "dividend toolbox" funds to provide diversified dividend investment solutions for Chinese investors, covering A-shares, Hong Kong stocks, and Asian markets [2] - The Morgan Asia Dividend Fund focuses on high-dividend assets in the Asia-Pacific region, excluding Japan, and has won the "Golden Bull Overseas Mutual Fund" award for three consecutive years [3] - The Morgan China A50 ETF and the Morgan China A500 ETF have introduced a quarterly dividend mechanism, with the latter being one of the first index funds included in personal pension plans [3] Group 3 - In the new normal of interest rates, Morgan Asset Management aims to help investors seize investment opportunities in relatively "certain" quality assets, leveraging the group's global market insights and research capabilities [4]