证券代码：002550 证券简称：千红制药 公告编号：2025-017 常州千红生化制药股份有限公司 关于实际控制人的一致行动人权益变动提示性公告 暨增持计划的公告 公司实际控制人王耀方先生的一致行动人王轲先生保证向本 公司提供的信息内容真实、准确、完整，没有虚假记载、误导性陈 述或重大遗漏。 本公司及董事会全体成员保证公告内容与信息披露义务人提 供的信息一致。 常州千红生化制药股份有限公司（以下简称"公司"或"本公司"）于近 日收到公司实际控制人王耀方先生的一致行动人王轲先生出具的《详式权益变动 报告书》，基于对公司未来发展前景的信心和长期投资价值的认可，王轲先生已 于 2025 年 6 月通过大宗交易方式增持公司股份 9,600,000 股，占公司总股本比 例 0.75%。同时，王轲先生计划自本公告披露之日起 6 个月内通过大宗交易方式 继续增持公司股份。现将相关情况公告如下： 一、 权益变动情况 （一）本次权益变动基本情况 | 信息披露义务人 | 实际控制人王耀方先生的一致行动人王轲先生 | | --- | --- | | 住所 | 90 江苏省常州市新北区长江中路 号 | | 权益变动时间 | 202 ...

华泰联合证券有限责任公司 关于 常州千红生化制药股份有限公司 详式权益变动报告书 之 财务顾问核查意见 二〇二五年六月 声明 根据《中华人民共和国公司法》《中华人民共和国证券法》《上市公司收购 管理办法》《公开发行证券公司信息披露内容与格式准则第15号——权益变动报 告书》《公开发行证券公司信息披露内容与格式准则第16号——上市公司收购报 告书》等相关法律、法规的规定，华泰联合证券有限责任公司按照行业公认的业 务标准、道德规范，本着诚实信用、勤勉尽责的精神，对本次权益变动的相关情况 和资料进行了核查，对《常州千红生化制药股份有限公司详式权益变动报告书》 所披露的内容出具核查意见。 本财务顾问特作出如下声明： 一、本财务顾问依据的有关资料由信息披露义务人提供。信息披露义务人已 向本财务顾问作出承诺，保证其所提供的资料均为真实、准确、完整的原始书面 资料或副本资料，副本资料或复印件与其原始资料或原件一致，所有文件的签名、 印章均是真实的；所有文件和材料不存在虚假记载、误导性陈述或重大遗漏，并 对所提供信息的真实性、准确性和完整性承担个别和连带的法律责任。 二、本财务顾问已按照规定履行尽职调查义务，有充分理由确信所 ...

智通财经6月19日电，千红制药(002550.SZ)公告称，公司实际控制人王耀方的一致行动人王轲于2025年 6月通过大宗交易方式增持公司股份960万股，占公司总股本比例0.75%。同时，王轲计划自本公告披露 之日起6个月内通过大宗交易方式继续增持公司股份，增持数量不少于1240万股。此次增持不会导致公 司控制权发生变更，也不会对公司持续经营产生重大影响。 千红制药：实际控制人一致行动人王轲拟继续增持不少于1240万股公司股份 ...

本公司及董事会全体成员保证公告内容与信息披露义务人提 供的信息一致。 常州千红生化制药股份有限公司（以下简称"公司"或"本公司"）于近 日收到公司实际控制人王耀方先生的一致行动人王轲先生出具的《详式权益变动 报告书》，基于对公司未来发展前景的信心和长期投资价值的认可，王轲先生已 于 2025 年 6 月通过大宗交易方式增持公司股份 9,600,000 股，占公司总股本比 例 0.75%。同时，王轲先生计划自本公告披露之日起 6 个月内通过大宗交易方式 继续增持公司股份。现将相关情况公告如下： 一、 权益变动情况 证券代码：002550 证券简称：千红制药 公告编号：2025-017 常州千红生化制药股份有限公司 关于实际控制人的一致行动人权益变动提示性公告 暨增持计划的公告 公司实际控制人王耀方先生的一致行动人王轲先生保证向本 公司提供的信息内容真实、准确、完整，没有虚假记载、误导性陈 述或重大遗漏。 （一）本次权益变动基本情况 | 信息披露义务人 | 实际控制人王耀方先生的一致行动人王轲先生 | | | --- | --- | --- | | 住所 | 江苏省常州市新北区长江中路 90 号 | | | 权益 ...

常州千红生化制药股份有限公司 详式权益变动报告书 上市公司名称：常州千红生化制药股份有限公司 股票上市地点：深圳证券交易所 股票简称：千红制药 股票代码：002550.SZ 信息披露义务人：王轲 住所及通讯地址：江苏省常州市新北区长江中路 一致行动人：王耀方 住所及通讯地址：江苏省常州市新北区长江中路 权益变动性质：股份增加（通过证券交易所的集中交易） 签署日期：二〇二五年六月 常州千红生化制药股份有限公司 详式权益变动报告书 信息披露义务人声明 本声明所述的词语或简称与本报告书" 释义"部分所定义的词语或简称具有 相同的含义。 一、本报告书系根据《中华人民共和国公司法》《中华人民共和国证券法》 《上市公司收购管理办法》《公开发行证券的公司信息披露内容与格式准则第 15 号——权益变动报告书》《公开发行证券的公司信息披露内容与格式准则第 16 号 ——上市公司收购报告书》及相关法律、法规、规范性文件之规定编写。 二、依据"《中华人民共和国证券法》《上市公司收购管理办法》《公开发行证 券的公司信息披露内容与格式准则第 15 号——权益变动报告书》《公开发行证券 的公司信息披露内容与格式准则第 16 号——上市公 ...

Economic Data Summary - In May, the total retail sales of consumer goods reached 41,326 billion yuan, with a year-on-year growth of 6.4% [2] - The retail sales of household appliances and audio-visual equipment saw a significant increase of 53% year-on-year [2] - The "national subsidy" has been suspended, which may impact future retail sales growth [2] Real Estate Market Insights - In May, housing prices continued to decline, with first-tier cities experiencing a 0.7% month-on-month drop in second-hand housing prices, an increase of 0.5 percentage points from the previous month [4] - The investment in real estate has seen an expanded decline in the first five months of the year [4] - Recent data indicates that new home transaction volumes in 30 cities have fallen below seasonal norms, reaching new lows for the same period in recent years [4] Stock Market Performance - The A-share market showed a collective increase, with the Shanghai Composite Index rising by 0.35%, the Shenzhen Component Index by 0.41%, and the ChiNext Index by 0.66% [9] - The total market turnover was 12,438 billion yuan, a decrease of 2,603 billion yuan from the previous day [10] - Over 3,500 stocks in the market experienced gains, with notable increases in stablecoin-related stocks due to positive sentiment around policy and capital [10] Capital Flow in Hong Kong Market - Southbound funds have been the main driving force behind the Hong Kong market, with a cumulative net inflow of 151.45 billion HKD from April 8 to June 9 [14] - International intermediaries have reduced their holdings, while southbound funds have significantly increased their presence in the market [14][15] Digital Economy Trends - The digital human sector is gaining traction, with notable companies involved in AI digital human technology seeing increased market interest [19] - The launch of new digital products and services is expected to enhance the digital economy landscape [19] Financial Sector Developments - The upcoming Lujiazui Forum will focus on enhancing cooperation between Shanghai and Hong Kong as international financial centers [20] - Discussions will include global monetary policy coordination and the sustainable development of capital markets [23]

Investment Rating - The report maintains an "Overweight" rating for the pharmaceutical and biotechnology sector, specifically recommending to focus on companies like CSPC Pharmaceutical Group and Qianhong Pharmaceutical [1]. Core Insights - The report highlights significant breakthroughs in innovative drugs, such as the approval of Merck's Pembrolizumab (K drug) for perioperative treatment of locally advanced head and neck squamous cell carcinoma (HNSCC), marking the first new drug approval in this area in six years [2]. - The A-share pharmaceutical index has shown a year-to-date increase of 9.3%, outperforming the CSI 300 index by 11.1% [5]. - The report emphasizes the unmet clinical needs in the R/R AML (relapsed/refractory acute myeloid leukemia) market, with Qianhong Pharmaceutical's CDK9 inhibitor QHRD107 showing promising clinical data [18][23]. Summary by Sections Industry Trends - The A-share pharmaceutical index has increased by 1.2% this week, with a notable performance in the chemical pharmaceutical sector (+4.4%) [12]. - The H-share biotechnology index has risen by 62% year-to-date, outperforming the Hang Seng Technology Index by 44% [5]. Company Developments - CSPC Pharmaceutical Group has entered a strategic cooperation with AstraZeneca worth $5.3 billion, which includes upfront payments and milestone payments based on research and sales achievements [6][13]. - Qianhong Pharmaceutical's QHRD107 has shown a significant increase in overall survival (OS) to 12.8 months in clinical trials, indicating its potential in the market for blood malignancies [5][18]. Investment Strategy - The report suggests a focus on innovative drugs, with a ranking of preferred sectors: innovative drugs > CXO > traditional Chinese medicine > medical devices > pharmacies > pharmaceutical commerce [14]. - Specific stock recommendations include Qianhong Pharmaceutical, CSPC Pharmaceutical Group, and Innovent Biologics, among others, based on growth potential [14][15].

Investment Rating - The investment rating for Qianhong Pharmaceutical is "Buy" (maintained) [1][10] Core Views - QHRD107, a CDK9 inhibitor, shows significant clinical progress with preliminary data from the EHA 2025 conference, indicating a substantial improvement in overall survival (OS) for patients with relapsed/refractory acute myeloid leukemia (R/R AML) [3][9] - The reported data includes 51 patients, with an overall response rate (ORR) of 60.9% and a complete clinical response (cCR) of 41.3%. In the subgroup of relapsed patients, the ORR is 70.0% and cCR is 45.0% [3] - The median OS for patients who are refractory/relapsed after VEN-AZA treatment reached 12.8 months, demonstrating the effectiveness of QHRD107 in addressing unmet clinical needs in the R/R AML field [3][9] Financial Forecasts - The projected total revenue for Qianhong Pharmaceutical is expected to be 1,814 million RMB in 2023, decreasing to 1,526 million RMB in 2024, and then increasing to 2,051 million RMB in 2025, 2,737 million RMB in 2026, and 3,283 million RMB in 2027 [1][10] - The net profit attributable to the parent company is forecasted to be 181.86 million RMB in 2023, increasing to 356.03 million RMB in 2024, and further to 443.10 million RMB in 2025, 511.97 million RMB in 2026, and 609.02 million RMB in 2027 [1][10] - The earnings per share (EPS) is projected to rise from 0.14 RMB in 2023 to 0.48 RMB in 2027, with a corresponding price-to-earnings (P/E) ratio decreasing from 61.65 to 18.41 over the same period [1][10]

A股方面，医药股集体调整；苏超持续火爆，金陵体育收获3个20%涨停，共创草坪4连板；兵装重组概念涨幅位居两市第一，建设工业、东安动力 涨停。 港股新消费三宝，泡泡玛特、老铺黄金、蜜雪集团集体跳水。 截至收盘 ， 沪指涨0.23% ， 深成指涨0.58% ， 创业板指涨1.17% ，全市场成交额13170亿元 ， 较上日放量1395亿元 。 全市场2600只个股 上涨。 01 新消费三宝 集体跳水 港股新消费迎来大跌，老铺黄金跳水，蜜雪集团杀跌，泡泡玛特亦在创下新高之后快速回落。截至发稿，老铺黄金跌9%，蜜雪集团跌7%，泡泡玛 特跌1%。 近期，新消费涨幅巨大，此前老铺黄金涨幅已达23倍，泡泡玛特过去两年半时间从每股8.6港元附近飙升到256港元，今年以来涨幅惊人。一时 间，新消费取代茅台的声音不绝于耳。然而，从估值来看，泡泡玛特的市盈率（TTM）已达96倍，老铺黄金更达99倍，蜜雪集团亦达46倍，实属 不低。 这次，这些股票杀跌，其实也有流动性的原因。近期，市场虽然不断上行，但成交量并没有有效放大。这意味着，其中存量博弈的成分还是比较 高。建银国际研究报告指出，香港市场流动性指数过去一个月下滑，支持指数的是更 ...

Core Insights - The main point of the article highlights the net inflow and outflow of funds across various sectors and individual stocks in the Chinese stock market on a specific trading day. Fund Flow Summary - The total net outflow of main funds in the Shanghai and Shenzhen markets was 261 million yuan, with the ChiNext board experiencing a net outflow of 685 million yuan, while the CSI 300 index saw a net inflow of 3.295 billion yuan [2] - Among the 28 first-level industries, 13 sectors experienced net inflows, with the electronics sector leading at 2.299 billion yuan, followed by the communication and power equipment sectors, each exceeding 1 billion yuan [2] - The top sectors with net inflows included electronics, communication, power equipment, computer, home appliances, social services, and coal, all showing significant investment interest [2] - Conversely, 18 sectors faced net outflows, with the defense and pharmaceutical sectors leading with outflows exceeding 1.1 billion yuan each [2] Individual Stock Performance - A total of 15 stocks saw net inflows exceeding 200 million yuan, with over 40 stocks having net inflows over 100 million yuan [3] - The leading stock for net inflow was Huadian Technology, with 539 million yuan, marking a new high since December 13, 2024, and a cumulative net inflow of 1.241 billion yuan over five consecutive days [4] - Zhongji Xuchuang followed with a net inflow of 397 million yuan, while Lepu Medical also saw a significant inflow of 397 million yuan, reaching a new high since January 20, 2022 [5] - Other notable stocks with significant net inflows included Dongfang Caifu, Tianfu Communication, Zhongke Jincai, and Juli Suojian [6] Net Outflow Analysis - A total of 37 stocks experienced net outflows exceeding 100 million yuan, with 12 stocks seeing outflows over 200 million yuan [7] - The stock with the highest net outflow was Qianhong Pharmaceutical, with an outflow of 496 million yuan, attributed to a completed share reduction plan by a major shareholder [7] - Other stocks with significant net outflows included BYD, Yunnei Power, and Wuliangye, each exceeding 400 million yuan [7] Retail Sector Activity - In the retail sector, Guofang Group saw a strong performance with a net inflow of 977 million yuan, marking three limit-up days within five trading days [10] - The overall market saw a slight net outflow of 28.88 million yuan in the last trading session, with the ChiNext board experiencing a net outflow of 115 million yuan [8]