海思科8月7日公告，公司HSK47388片近日获批临床试验。HSK47388片是公司自主研发的口服、强效、 高选择性的药物，拟用于自身免疫疾病的治疗。创新药研发周期长、环节多、风险高，容易受到一些不 确定性因素的影响。 ...

人民财讯8月7日电，海思科（002653）8月7日晚间公告，公司于近日收到国家药品监督管理局下发的创 新药HSK47388片《药物临床试验批准通知书》，该药品拟用于自身免疫疾病的治疗。 ...

Market Overview - On the first trading day of August, the A-share market experienced overall weakness, with major sectors such as oil and petrochemicals, semiconductors, and non-bank financials adjusting, leading to declines in the three major stock indices [2] - The Shanghai Composite Index closed at 3559.95 points, down 0.37%; the Shenzhen Component Index closed at 10991.32 points, down 0.17%; and the ChiNext Index closed at 2322.63 points, down 0.24% [2] - The total trading volume in the Shanghai and Shenzhen markets was 15,983 billion yuan, a decrease of over 3,300 billion yuan compared to the previous trading day [2] Solar Equipment Sector - The solar equipment sector showed strong performance, with the Shenwan Solar Equipment Index closing up 2.60%, leading all secondary industries [3] - Companies such as Jiejia Weichuang and Shuangliang Energy reached the daily limit [3] - The Ministry of Industry and Information Technology recently issued a special energy-saving inspection task list for the polysilicon industry for 2025, requiring local authorities to implement and report results by September 30 [3] - According to China International Capital Corporation (CICC), this move is aimed at optimizing the supply side of the industry and may lead to the exit of backward production capacity, particularly affecting the upstream polysilicon segment [3] Express Delivery Sector - The express delivery sector also performed actively, with the Shenwan Logistics Index rising by 1.53% [3] - Companies such as YTO Express, Shentong Express, and Yunda Holdings saw increases of over 6%, while other stocks like Debang Logistics also followed suit [3] - On July 29, the State Post Bureau held a meeting with express delivery companies to address issues related to "involution" competition and promote high-quality industry development [4] Innovative Drug Sector - The innovative drug sector remained active, with stocks like Weikang Pharmaceutical hitting a 20% daily limit, and companies such as Anglikang and Guizhou Bailin recording consecutive gains [5] - Recent announcements from companies like Haizike and Huahai Pharmaceutical regarding new drug applications have contributed to the sector's momentum [5] - According to Dongfang Securities, the global innovative drug field is shifting from "Made in China" to "Created in China," with domestic pharmaceutical companies enhancing their international competitiveness [5] Dividend and Resource Sectors - Looking ahead to August, the strategy team at Industrial Securities suggests focusing on dividend sectors and resource industries for investment opportunities [6] - Historical data indicates that the first half of August typically sees fewer companies disclosing semi-annual results, leading to a higher success rate for small-cap stocks [6] - As the month progresses and companies begin to report earnings, larger-cap stocks with earnings certainty are expected to gain more attention, particularly in resource sectors like coal and petrochemicals [6]

Core Viewpoint - The financial performance of Haishike (002653) shows a mixed picture with revenue growth but a significant decline in net profit, indicating potential challenges ahead for the company [1]. Financial Performance - As of the first quarter of 2025, Haishike reported total revenue of 892 million yuan, representing a year-on-year increase of 18.60% [1]. - The net profit attributable to shareholders was 46.61 million yuan, a decrease of 49.31% year-on-year [1]. - The non-recurring net profit was 50.34 million yuan, showing a year-on-year growth of 69.25% [1]. - The company's liquidity ratios are strong, with a current ratio of 1.907 and a quick ratio of 1.695, while the debt-to-asset ratio stands at 40.59% [1]. Market Activity - On August 1, 2025, Haishike's stock closed at 53.87 yuan, down 3.44%, with a turnover rate of 0.99% and a trading volume of 53,000 lots, amounting to a transaction value of 289 million yuan [1]. - The net inflow of main funds was 13.16 million yuan, accounting for 4.55% of the transaction value, with large orders showing a net inflow of 24.19 million yuan [1]. Company Background - Haishike Pharmaceutical Group Co., Ltd. was established in 2005 and is primarily engaged in the pharmaceutical manufacturing industry [2]. - The company has a registered capital of 1.12 billion yuan and is located in Shannan City [1][2]. - Haishike has made investments in 20 enterprises and participated in 36 bidding projects, holding 493 trademark registrations and 69 patents [2].

Group 1 - Yabont Chemical signed a 10-year supply strategic agreement with Jiangsu Hengrui Medicine to enhance collaboration in the pharmaceutical supply chain, effective from August 1, 2025 [1] - Wei Hua New Materials plans to acquire controlling interest in Jiangsu Heyutai Chemical to extend its product chain and improve competitiveness, currently in the planning stage [2] - Fujirey received a government subsidy of 2.0074 million yuan, expected to positively impact profits in 2025 [4] Group 2 - Hangzhou Garden won the land use rights for a plot in Yuhang District for 130 million yuan, planning to build a smart ecological design R&D headquarters with a total investment of no more than 450 million yuan [5] - Baotai's clinical trial for BAT5906, a recombinant anti-VEGF monoclonal antibody, received approval for new indications, aiming to accelerate commercialization [6] - Weisheng Information won multiple projects with a total bid amount of 110 million yuan, including significant contracts with Southern Power Grid and State Grid [8] Group 3 - Dong'an Power reported a 27.37% year-on-year increase in engine sales for July, totaling 34,500 units [13] - Hanma Technology's truck sales reached 956 units in July, marking a 42.69% year-on-year increase [14] - Jiangsu Bank's executives received regulatory approval for their positions, effective immediately [15] Group 4 - Chip Origin expects Q2 revenue of 584 million yuan, a 49.90% increase quarter-on-quarter, with significant growth in intellectual property licensing fees [24] - Dream Network Technology plans to establish a high-end equipment industry investment fund with a target fundraising of 2 billion yuan [26] - Hefei Urban Construction and China Real Estate Development won land use rights for a residential plot in Hefei for 980 million yuan [28] Group 5 - Lu Kang Pharmaceutical's subsidiary received a drug registration certificate for a new medication for erectile dysfunction [28] - Lifan Pharmaceutical's Mesalazine enteric-coated tablets received a drug registration certificate for treating ulcerative colitis [29] - Yahu Pharmaceutical's APL-1401 clinical trial for ulcerative colitis showed positive preliminary results [30]

Core Viewpoint - The innovative drug concept has shown strong performance recently, with several companies experiencing significant stock price increases, indicating a positive market sentiment towards the sector [1] Group 1: Stock Performance - Companies such as Zhongsheng Pharmaceutical, Lianhuan Pharmaceutical, Xintian Pharmaceutical, and Fuyuan Pharmaceutical have reached their daily price limits [1] - Other companies like Anglikang, Rejing Bio, Kexing Pharmaceutical, and Yuekang Pharmaceutical have seen stock price increases exceeding 5% [1] Group 2: Regulatory Approvals - On July 31, Haizhi Pharmaceutical announced that its innovative drug HSK3486 (环泊酚注射液) has received acceptance for its FDA listing application [1] - On the same day, Huahai Pharmaceutical reported that its subsidiaries Huao Tai and Huabo Bio's dual-target drug HB0043, aimed at IL-17A and IL-36R, has received clinical trial approval from the National Medical Products Administration [1]

Key Points - Tibet Tourism may apply for suspension of trading if significant abnormalities occur in stock transactions [1] - Southern Road Machinery's stock price has deviated from its fundamental situation [1] - Industrial Fulian's major customers and products have not undergone significant changes [1] - Yingweike has established a relatively complete liquid cooling technology and product solution capability [1] - Victory Energy's operational situation remains normal with no significant changes in the internal and external business environment [1] - Qizheng Tibetan Medicine's operational situation is normal with no significant changes in the internal and external business environment [1] - Dongxin Co. states that its investment in Shanghai Lishuan's chip products is not applicable for large model computing clusters [1] - Guosheng Co. has obtained project filing related to PEEK from its wholly-owned subsidiary [1] - Action Education's actual controller proposed a mid-term dividend of 10 yuan per 10 shares [1] Mergers and Acquisitions - Darui Electronics plans to acquire 80% of Weiste's equity through capital increase and share acquisition [1] - Dashengda intends to acquire 30% equity of Thailand's Far East [1] Financing - Aoshikang plans to issue convertible bonds not exceeding 1 billion yuan for high-end printed circuit board projects [1] - Sixuan New Materials intends to raise no more than 466 million yuan through a private placement [1] - Changhua Chemical plans to raise no more than 230 million yuan for a carbon dioxide polyether project [1] Share Buybacks and Reductions - Fuanna plans to repurchase shares worth between 55.85 million and 104 million yuan [1] - Jiangnan Yifan's board member intends to increase his stake in the company [1] - Jieya Co. and its concerted parties plan to reduce their holdings by no more than 4.95% [1] - Other companies including Tongda Co., Haohan Deep, and Wanhu Chemical also plan to reduce their holdings [1] Operational Data - Sinopec expects a net profit decline of 39.5% to 43.7% year-on-year for the first half of the year [1] - Qingdao Bank reported a net profit of 3.065 billion yuan for the first half, up 16.05% year-on-year [1] - Daodaquan's net profit increased by 563.15% year-on-year, proposing a dividend of 1.76 yuan per 10 shares [1] - Zhengdan Co. reported a net profit increase of 120.35% year-on-year, proposing a dividend of 3 yuan per 10 shares [1] - Other companies reported varying profit changes, including losses and significant increases [1] Contracts and Major Investments - Sanhui Electric signed a framework contract for robot equipment sales [1] - Zhejiang University Network New's subsidiary won a smart engineering project worth 94.2712 million yuan [1] - New Aluminum Times plans to invest no less than 500 million yuan in a project for lightweight, high-strength auto parts [1] - Zhishang Technology will use part of its raised funds for a smart manufacturing production base in Vietnam [1]

Core Viewpoint - HSK3486, a new intravenous anesthetic developed by the company, has received a notice of acceptance for its New Drug Application (NDA) from the FDA, marking a significant step in the company's internationalization strategy [1][3]. Group 1: R&D Project Overview - HSK3486 (环泊酚注射液, 思舒宁?) is a novel Class 1 intravenous anesthetic with independent intellectual property rights, approved for domestic use in December 2020 for various indications [2]. - The drug received FDA IND approval in January 2021, skipping Phase II trials and directly entering critical Phase III clinical trials [2]. - Clinical studies indicate that HSK3486 has a rapid onset and recovery, high anesthesia success rates, stable blood pressure control, and significantly reduced incidence of adverse reactions such as hypotension and respiratory depression [2]. Group 2: Significance of Acceptance - The FDA's acceptance of the NDA for HSK3486 represents a crucial milestone in the company's innovative drug development and international strategy [3]. - Successful market entry of HSK3486 is expected to provide a safer and more effective anesthetic option for patients globally [3].

（文章来源：每日经济新闻） 西南证券7月31日发布研报称，给予海思科（002653.SZ，最新价：55.79元）买入评级。评级理由主要 包括：1）HSK21542注射液"骨科镇痛"适应症开启III期临床试验；2）中国骨科镇痛市场需求刚性；3） 该药已启动4项III期临床。风险提示：市场竞争风险、药品价格下行风险、新药研发风险。 ...

Core Viewpoint - The announcement by Haishi Science (002653.SZ) regarding the acceptance of its new drug application (NDA) for HSK3486 by the FDA marks a significant step in the company's international drug development efforts, potentially offering a safer and more efficient anesthetic option for global patients [2]. Company Summary - Haishi Science received a notice from the FDA on July 30, indicating that the NDA for HSK3486 (环泊酚注射液) meets the necessary requirements for drug registration [2]. - HSK3486 is a first-class intravenous anesthetic developed independently by the company, which was approved for domestic market entry in December 2020 [2]. - The successful launch of HSK3486 in the international market could enhance the company's position in the global pharmaceutical industry [2]. Industry Summary - The acceptance of HSK3486 by the FDA represents a critical advancement in the field of anesthetics, potentially providing healthcare professionals with a new option for patient care [2]. - The development of innovative anesthetic drugs like HSK3486 aligns with the industry's ongoing efforts to improve patient safety and treatment efficacy [2].