Group 1 - The core viewpoint of the articles highlights the target price adjustments and recommendations made by brokerages for various listed companies on August 14, with notable increases in target prices for companies in the chemical pharmaceutical, leisure food, and decoration materials industries [1] Group 2 - On August 14, the companies with the highest target price increases were Haishike (48.00%), Wancheng Group (41.16%), and Weixing New Materials (38.89%) [1] - A total of 52 listed companies received brokerage recommendations on August 14, with Weixing New Materials receiving 5 recommendations, Satellite Chemical receiving 3, and Wanhua Chemical also receiving 3 [1] Group 3 - Two companies had their ratings upgraded on August 14, including Dongfang Securities upgrading Shuanghui Development from "Hold" to "Buy" and Xinda Securities upgrading United Imaging Healthcare from "Hold" to "Buy" [1] - Two companies had their ratings downgraded on August 14, with Dongwu Securities downgrading Jiansheng Group from "Buy" to "Hold" and Zhongtai Securities downgrading Aisxu Co. from "Buy" to "Hold" [1] Group 4 - On August 14, brokerages provided 10 instances of initial coverage, with notable ratings including Baoneng New Energy receiving a "Buy" rating from Huatai Securities, Beiqi Blue Valley receiving an "Accumulate" rating from Western Securities, and Jiansheng Group receiving an "Accumulate" rating from Dongwu Securities [1]

Group 1 - The core viewpoint of the news is the performance and holdings of the Huatai Fuhua Medical Active Growth One-Year Holding Mixed Fund A, which has shown significant returns in various time frames [1] - As of June 30, 2025, the fund's total assets amount to 1.922 billion yuan, with a recent net value of 0.8263 yuan, reflecting a growth of 1.04% [1] - The fund has achieved a return of 15.15% over the past month, 63.14% over the past six months, and 66.59% year-to-date, ranking 506 out of 4688, 60 out of 4532, and 84 out of 4490 respectively in its category [1] Group 2 - The top ten stock holdings of the fund account for a total of 61.79%, with significant positions in companies such as Sanofi (10.07%), Innovent Biologics (8.94%), and Kelun-Biotech (8.71%) [1] - The fund was established on August 21, 2020, and is managed by Zheng Lei, who has extensive experience in the medical and healthcare investment sector [2]

登录新浪财经APP 搜索【信披】查看更多考评等级 关于向特定对象发行股票的审核问询函回复 海思科医药集团股份有限公司 及募集说明书等申请文件修订的提示性公告 本公司及董事会全体成员保证信息披露内容的真实、准确、完整，没有虚假记载、误导性陈述或重大遗 漏。 公司将根据该事项进展情况，按照有关规定和要求及时履行信息披露义务，敬请广大投资者注意投资风 险。 证券代码：002653 证券简称：海思科 公告编号：2025-090 特此公告。 海思科医药集团股份有限公司 海思科医药集团股份有限公司（以下简称"公司"）于 2025 年7月23日收到深圳证券交易所（以下简 称"深交所"）出具的《关于海思科医药集团股份有限公司申请向特定对象发行股票的审核问询函》（审 核函〔2025〕120027号）。深交所发行上市审核机构对公司向特定对象发行股票的申请文件进行了审 核，并形成了审核问询问题。 公司收到审核问询函后，会同相关中介机构对审核问询函所列问题进行逐项回复和说明，同时对募集说 明书等申请文件进行补充和更新，具体内容详见公司在巨潮资讯网（www.cninfo.com.cn）披露的相关 文件。 公司本次向特定对象发行股票事项 ...

Group 1: Macro and Financial Data Insights - In July, the growth of M1 and M2 exceeded market expectations, with M2 expanding by 8.8% year-on-year and M1 growing by 5.6%, up from 8.3% and 4.6% in June respectively [2][3] - New social financing in July was 1.16 trillion yuan, lower than the Bloomberg consensus of 1.63 trillion yuan, while new RMB loans decreased by 500 million yuan, indicating a shift in financing structure and seasonal factors [2][3] - The stock of social financing grew at a rate of 9.0% year-on-year, an increase from 8.9% in June, with seasonally adjusted month-on-month growth rising from 8.4% to 9.6% [2][3] Group 2: Banking Sector Analysis - The July social financing increment of 1.16 trillion yuan was below the expected 1.41 trillion yuan, with a year-on-year increase of 389.3 billion yuan [5] - The government bonds were the main support for social financing in July, while M1 growth showed a marginal recovery [5] - A new consumption loan subsidy policy is expected to stimulate the growth of consumer loans, indicating a positive outlook for the banking sector [5] Group 3: Company-Specific Insights - Tencent's Q2 revenue grew by 14.5% year-on-year, exceeding consensus expectations, with significant growth in value-added services, advertising, and fintech revenues [11] - The company is expected to benefit from the upcoming launch of several major shooting games, which could drive both player engagement and monetization [11] - Huatai Securities initiated coverage on Yuntianhua with a "buy" rating, citing its leading position in the phosphate industry and expected steady demand growth for fertilizers [15] Group 4: Technology and Robotics - The introduction of teaching-free robots is transforming the welding industry, addressing labor shortages and improving efficiency through advanced visual systems and welding software [7] - These robots are expected to penetrate more complex applications, such as shipbuilding, as technology continues to evolve [7] Group 5: Consumer and E-commerce Trends - SEA's Q2 revenue reached $5.26 billion, a 38.2% year-on-year increase, driven by strong performance in e-commerce and digital financial services [29] - The company anticipates continued growth in its e-commerce GMV, projecting a 25% year-on-year increase for Q3 [29] - Tencent Music's Q2 revenue was 8.44 billion yuan, up 17.9% year-on-year, benefiting from rapid growth in super memberships and strong performance in non-subscription services [27]

证券代码：002653 证券简称：海思科 公告编号：2025-090 海思科医药集团股份有限公司 公司收到审核问询函后，会同相关中介机构对审核问询函所列问 题进行逐项回复和说明，同时对募集说明书等申请文件进行补充和更 新，具体内容详见公司在巨潮资讯网（www.cninfo.com.cn）披露的相 关文件。 公司本次向特定对象发行股票事项尚需通过深交所审核，并获得 中国证券监督管理委员会（以下简称"中国证监会"）同意注册后方 可实施，最终是否能通过深交所审核，并获得中国证监会同意注册的 决定及其时间尚存在不确定性。 公司将根据该事项进展情况，按照有关规定和要求及时履行信息 披露义务，敬请广大投资者注意投资风险。 特此公告。 关于向特定对象发行股票的审核问询函回复 及募集说明书等申请文件修订的提示性公告 本公司及董事会全体成员保证信息披露内容的真实、准确、完整， 没有虚假记载、误导性陈述或重大遗漏。 海思科医药集团股份有限公司（以下简称"公司"）于 2025 年 海思科医药集团股份有限公司申请向特定对象发行股票的审核问询 函》（审核函〔2025〕120027 号）。深交所发行上市审核机构对公司 向特定对象发行股票 ...

Company Overview - Haisco Pharmaceutical Group Co., Ltd. is a diversified and specialized pharmaceutical group engaged in new drug research and development, manufacturing, and marketing [1][3] - The company has a registered capital of 1,119,917,970 RMB and is listed on the Shenzhen Stock Exchange under the stock code 002653 [1][2] Business Operations - The company operates in various segments including anesthesia, parenteral nutrition, antiemetics, hepatobiliary digestion, antibiotics, and cardiovascular products, with over 40 product varieties [1][3] - Key commercialized products include Haisco's proprietary drugs such as环泊酚注射液 (Haisco's new intravenous anesthetic), 苯磺酸克利加巴林胶囊 (for neuropathic pain), and 考格列汀片 (for type 2 diabetes) [3][6][7] Financial Performance - The company reported revenues of 372,134.92 million RMB in 2024, with a net profit of 39,545.52 million RMB [16] - The gross profit margin for 2024 was 70.29%, showing a slight decrease from previous years [18] Research and Development - The company has several innovative drugs in the pipeline, including HSK31679 for metabolic dysfunction-related fatty liver disease and HSK31858 for bronchiectasis [10][11] - Haisco's R&D investment has been significant, with expenditures of 100,094.35 million RMB in 2024, representing 26.90% of total revenue [24] Market Position and Strategy - Haisco aims to strengthen its market position through continuous innovation and the introduction of new products, particularly in the high-demand therapeutic areas [1][3] - The company is also focusing on expanding its presence in international markets, having submitted NDA for环泊酚注射液 to the FDA [5][23] Regulatory Environment - The company is subject to stringent regulatory requirements for drug approval and production, which can impact its operational efficiency and market entry timelines [27][28] - Haisco has obtained necessary licenses and certifications for its operations, but must continuously meet regulatory standards to maintain its market position [28]

创新药概念股，再度异动！ 在高位盘整多日之后，创新药概念股今日再度走强。临近午盘时分，首药控股直线拉升至20cm涨停，海思科盘中也触及涨停，药明康德、美迪西、常山 药业、凯莱英等纷纷走强。 从消息面来看，国家医保局12日对2025年国家医保药品目录初步形式审查结果进行公示，534个药品通过形式审查，较2024年明显增加。首次设立的商保 创新药目录共121个药品通过审查。有券商指出，在医保基础上补充发展商保，有利于具有创新性和临床价值的高价创新药落地。 创新药概念股拉升 8月13日，A股三大指数震荡攀升，创业板指大涨近3%。液冷服务器、CPO、PEEK材料、券商等板块纷纷走强。临近午盘时，创新药概念股也集体发力， 首药控股率先20cm涨停。紧随其后，海思科也被资金拉升至涨停板，股价创出历史新高。美迪西、上海谊众、仙琚制药、昭衍新药、常山药业、凯莱英 等纷纷跟涨。午后，行业巨头药明康德的股价涨幅一度超过8%，市值逼近2900亿元。 从消息面来看，创新药板块近期的利好消息相当密集。8月12日，国家医保局对2025年国家医保药品目录初步形式审查结果进行公示，534个药品通过形式 审查。 值得关注的是，2025年目录调 ...

Haisco Pharmaceutical Group Co., Ltd. （西藏山南市泽当镇三湘大道 17 号） 2025年度向特定对象发行A股股票 证券简称：海思科 证券代码：002653.SZ 海思科医药集团股份有限公司 募集说明书 （修订稿） 保荐人（主承销商） 广东省深圳市福田区中心三路 8 号卓越时代广场（二期）北座 二〇二五年八月 声 明 本公司及全体董事、高级管理人员承诺本募集说明书内容真实、准确、完整， 不存在虚假记载、误导性陈述或重大遗漏，按照诚信原则履行承诺，并承担相应 的法律责任。 公司负责人、主管会计工作负责人及会计机构负责人保证募集说明书中财务 会计资料真实、完整。 中国证监会、交易所对本次发行所作的任何决定或意见，均不表明其对申请 文件及所披露信息的真实性、准确性、完整性作出保证，也不表明其对发行人的 盈利能力、投资价值或者对投资者的收益作出实质性判断或保证。任何与之相反 的声明均属虚假不实陈述。 根据《证券法》的规定，证券依法发行后，发行人经营与收益的变化，由发 行人自行负责，投资者自主判断发行人的投资价值，自主作出投资决策，自行承 担证券依法发行后因发行人经营与收益变化或者证 ...

北京市中伦律师事务所 关于海思科医药集团股份有限公司 2025 年度向特定对象发行 A 股股票的 补充法律意见书 二〇二五年八月 北京市中伦律师事务所 关于海思科医药集团股份有限公司 2025 年度向特定对象发行 A 股股票的 补充法律意见书 致：海思科医药集团股份有限公司 北京市中伦律师事务所（简称"本所"）作为海思科医药集团股份有限公司 （简称"公司""发行人"或"海思科"）申请向特定对象发行人民币普通股（A 股）股票（简称"本次发行"）相关事宜聘请的专项法律顾问，现为发行人申请 本次发行出具法律意见书。 本所已向公司出具《北京市中伦律师事务所关于海思科医药集团股份有限公 司 2025 年度向特定对象发行 A 股股票的法律意见书》（简称"《原法律意见书》"）、 《北京市中伦律师事务所关于海思科医药集团股份有限公司 2025 年度向特定对 象发行 A 股股票的律师工作报告》（简称"《律师工作报告》"）。现根据深圳证券 交易所上市审核中心于 2025 年 7 月 23 日所出具的《关于海思科医药集团股份有 限公司申请向特定对象发行股票的审核问询函》（审核函〔2025〕120027 号）， 就反馈问询涉及的有关 ...

关于海思科医药集团股份有限公司 申请向特定对象发行股票的审核问询函之回复报告 XYZH/2025CDAA3F0087 海思科医药集团股份有限公司 深圳证券交易所： 根据深圳证券交易所《关于海思科医药集团股份有限公司申请向特定对象发行股票 的审核问询函》（审核函 2025〕120027 号）（以下简称"审核问询函"）的要求，信 永中和会计师事务所（特殊普通合伙）（以下简称"会计师"或"我们"）作为海思科 医药集团股份有限公司（以下简称"海思科"、"公司"、"发行人"）的审计机构， 就审核问询函中要求会计师予以核查并发表意见的问题进行了核查，现将核查情况报告 如下，请予审核。 问题 1、报告期各期，公司营业收入分别为 301,529.43 万元、335,507.01 万元、 372,134.92 万元和 89,201.30 万元，其中肠外营养系产品收入持续下滑，麻醉产品收 入持续增加，肿瘤止吐产品、合作产品收入于 2023 年下滑；公司毛利率分别为 69.85%、 71.24%、71.62%及 70.38%。报告期各期，公司扣非归母净利润分别为 11,182.24 万元、 24,212.13 万元、13,219. ...