Group 1 - The core viewpoint of the news is the performance and holdings of the ICBC Frontier Medical Stock A fund, which has shown significant growth in recent months and has a diversified portfolio in the healthcare sector [1][3] - As of July 28, 2025, the latest net value of ICBC Frontier Medical Stock A is 3.4240 yuan, reflecting a growth of 3.04%. The fund's one-month return is 13.45%, six-month return is 32.00%, and year-to-date return is 30.14% [1] - The fund's top ten stock holdings account for a total of 59.44%, with significant investments in companies such as Heng Rui Pharmaceutical (9.51%), Kelun Pharmaceutical (9.16%), and others [1] Group 2 - The ICBC Frontier Medical Stock A fund was established on February 3, 2016, and as of June 30, 2025, it has a total scale of 9.33 billion yuan. The fund manager is Zhao Bei [1] - Zhao Bei has extensive experience in the healthcare sector, having served as the fund manager for various healthcare-related funds since 2014 and currently holds multiple managerial positions within ICBC Credit Suisse Asset Management [2]

Group 1 - The core viewpoint of the news is the performance and holdings of the Industrial and Commercial Bank of China Medical Healthcare Stock Fund, which has shown significant growth in recent months and has a diversified portfolio in the healthcare sector [1][3] - The latest net value of the fund is 2.9160 yuan, reflecting a growth of 2.50%. The fund's return over the past month is 12.94%, ranking 280 out of 1035 in its category. Over the past six months, the return is 29.37%, ranking 125 out of 1001, and since the beginning of the year, the return is 27.95%, ranking 148 out of 991 [1] - The top ten holdings of the fund account for a total of 44.59%, with significant investments in companies such as Heng Rui Pharmaceutical (7.52%), Kelun Pharmaceutical (6.50%), and BeiGene (5.08%) [1] Group 2 - The fund was established on November 18, 2014, and as of June 30, 2025, it has a total scale of 2.797 billion yuan. The fund managers are Zhao Bei and Ding Yang [1] - Zhao Bei has extensive experience in the healthcare sector, having served as the fund manager for various healthcare-related funds since 2014, while Ding Yang joined the company in December 2017 and has been involved in managing healthcare investment funds [2]

Group 1 - The core viewpoint of the news is the performance and holdings of the Huatai-PineBridge Medical Active Growth One-Year Holding Mixed Fund A, which has shown significant growth in various time frames [1] - As of June 30, 2025, the fund's latest net value is 0.8101 yuan, reflecting a growth of 4.14% [1] - The fund has achieved a one-month return of 21.65%, a six-month return of 64.72%, and a year-to-date return of 63.33%, with respective rankings of 296 out of 4764, 63 out of 4579, and 72 out of 4542 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 as of June 30, 2025, it has a total scale of 1.922 billion yuan [1] - The fund manager is Zheng Lei, who has extensive experience in the medical and healthcare investment sector [2]

Market Overview - A-shares continued to rise, with the Shanghai Composite Index up 0.12%, the Shenzhen Component Index up 0.44%, and the ChiNext Index up 0.96% on July 28 [6][7] - A total of 2,781 stocks rose, while 2,438 stocks fell, with 62 stocks hitting the daily limit up [8][9] Commodity Market - Domestic commodity futures saw a collective decline, with coking coal, glass, coke, soda ash, industrial silicon, and lithium carbonate futures hitting the limit down [4] - Coking coal prices fell by 11% to 1,100.5 yuan/ton, while glass and soda ash dropped by 9% and 8.04% respectively [4] - The market sentiment weakened following new trading limits introduced by exchanges, leading to a significant withdrawal of long positions in coking coal [5] Policy Impact - The Shanghai Municipal Economic and Information Commission issued measures to expand AI applications, including a 600 million yuan subsidy for computing power and a maximum 30% rent subsidy for AI computing resources [10] - This policy is expected to support companies in the AI sector, leading to a surge in related stocks such as Dazhu CNC and Chip Microelectronics, which hit the daily limit up [10] Pharmaceutical Sector - Innovative drug concept stocks were active, with companies like Heng Rui Medicine and Lian Huan Pharmaceutical hitting the daily limit up [13] - Heng Rui Medicine announced a potential $12.5 billion licensing deal with GlaxoSmithKline, covering a clinical-stage respiratory drug and multiple candidates [13][14] Resource Sector - Resource stocks, particularly in coal and steel, experienced adjustments, with companies like Liu Steel and Shanxi Coking Coal seeing declines of over 5% [15][16]

中国经济网北京7月28日讯海思科（002653）(002653.SZ)近日披露《关于控股股东之一致行动人股份减持计划的预 披露公告》。 根据公告，控股股东之一致行动人申萍计划自公告披露之日起十五个交易日后的三个月内，通过大宗交易或集中 竞价方式减持公司股份合计不超过10,373,400股，减持比例合计不超过公司总股本的0.926%。 截至公告披露日，申萍持有海思科49,625,894股，占公司总股本比例4.43%。控股股东王俊民持有399,550,400股， 占公司总股本比例35.68%。申萍与王俊民合计持有449,176,294股，占公司总股本比例40.11%。 申萍系控股股东王俊民之配偶。本次减持计划实施不会导致公司控制权发生变更，不会对公司的治理结构及持续 性经营产生影响。 3月30日，公司披露公告称，公司的控股股东/实际控制人由王俊民、范秀莲、郑伟变更为王俊民。 海思科正拟向特定对象发行A股股票。本次向特定对象发行股票募集资金总额不超过136,525.67万元(含本数)，募集 资金扣除相关发行费用后将用于投资以下项目：新药研发项目、补充流动资金。公司尚未确定具体的发行对象。 本次向特定对象发行股票数量 ...

Market Overview - The Shanghai Composite Index is at 3597.22 points, above the five-day moving average, with a slight increase of 0.10% [1] - The total trading volume of A-shares today is 14,360.10 billion yuan [1] Stocks Performance - A total of 656 A-shares have surpassed the five-day moving average today [1] - Notable stocks with significant deviation rates include: - Tongguan Copper Foil (15.08%) - Defu Technology (9.48%) - *ST Huike (9.43%) [1] - Stocks with smaller deviation rates that have just crossed the five-day moving average include: - Yao Yigou - Ningde Times - SAIC Group [1] Top Stocks by Deviation Rate - The following stocks have the highest deviation rates from the five-day moving average: - Tongguan Copper Foil: 20.00% increase, trading at 25.08 yuan [1] - Defu Technology: 11.96% increase, trading at 30.99 yuan [1] - *ST Huike: 12.10% increase, trading at 12.88 yuan [1] - Other notable stocks include: - Chaojie Shares: 12.51% increase, trading at 42.08 yuan [1] - Zhongxin Fluorine: 10.00% increase, trading at 20.68 yuan [1] [2]

Group 1 - The pharmaceutical sector showed strength on July 28, with leading stocks in chemical, biological, and traditional Chinese medicine rising, and the first domestic drug ETF (562050) initially surged by 2% [1] - Key stocks such as Haizhu Pharmaceutical hit the daily limit, while major player Heng Rui Pharmaceutical rose over 6%, and traditional Chinese medicine leaders like Taiji Group and Yiling Pharmaceutical increased by more than 2% [1] - The largest medical ETF in A-shares (512170) also experienced significant activity, hitting a nine-day winning streak with real-time transactions exceeding 300 million yuan [1] Group 2 - On July 26, the Shanghai Pudong New Area released a plan to enhance the biopharmaceutical industry park, aiming to establish it as a global hub for innovative drugs and medical devices by 2027, with an industry scale expected to exceed 500 billion yuan [4] - The National Healthcare Security Administration recently introduced a new directory for innovative drugs in commercial health insurance, with over 100 drugs currently applying for inclusion [4] - Huashan Securities' report suggests that innovation remains a key theme in the pharmaceutical and medical sectors, recommending focus on leading pharmaceutical companies and undervalued medical device stocks [4] Group 3 - The medical device and CXO sectors are also viewed positively, with attention on the largest medical ETF (512170) that focuses on "medical devices + medical services," closely related to AI medical applications [5]

Group 1 - The core viewpoint is that the Chinese innovative drug sector is gaining global recognition, with increasing clinical data presence at international academic conferences and rising BD authorization amounts and numbers, indicating enhanced global market acceptance of Chinese innovative drugs [2] - The innovative drug ETF (560900) has shown a strong performance, with a 1.57% increase as of July 28, 2025, and a 7.04% increase over the past two weeks, reflecting positive market sentiment [1] - The latest scale of the innovative drug ETF reached 55.51 million yuan, marking a six-month high, with a significant increase in shares by 3 million, leading the comparable funds [1] Group 2 - The support from medical insurance policies for innovative drugs is characterized by a "full chain, high intensity" approach, which includes accelerated inclusion of new drugs into the medical insurance catalog and optimized payment methods, further promoting rapid clinical application [2] - The innovative drug ETF closely tracks the CSI Innovative Drug Industry Index, which selects up to 50 representative listed companies involved in innovative drug research and development to reflect the overall performance of the innovative drug industry [2] - The rise of AI-driven technology waves has prompted Morgan Asset Management to integrate its "Global Vision Investment Technology" product line, aiding investors in seizing investment opportunities in quality technology enterprises globally [2]

证券代码：002653 证券简称：海思科 公告编号：2025-086 海思科医药集团股份有限公司 关于控股股东之一致行动人股份减持计划的 预披露公告 一、本次减持主体及其一致行动人的持股情况 | 股东名称 | 持有股份数量（股） | 占公司总股本比例(%) | | --- | --- | --- | | 申萍 | 49,625,894 | 4.43 | | 王俊民（控股股东） | 399,550,400 | 35.68 | | 合计 | 449,176,294 | 40.11 | 二、本次减持计划的主要内容 （一）本次减持基本情况 公司股份合计不超过 10,373,400 股，合计比例不超过公司总股本的 后的三个月内（根据中国证券监督管理委员会和深圳证券交易所相关 规定禁止减持的期间除外）。 股东申萍保证向公司提供的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。 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。 特别提示： 截止本公告披露日，海思科医药集团股份有限公司（以下简称"公司"）控 股股东之一致行动人申萍女士（控股股东王俊民之配偶）持有公司股份 申萍计划自本 ...

证券代码：002653 证券简称：海思科 公告编号：2025-086 海思科医药集团股份有限公司 关于控股股东之一致行动人股份减持计划的 预披露公告 股东申萍保证向公司提供的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。 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。 特别提示： 截止本公告披露日，海思科医药集团股份有限公司（以下简称"公司"）控 股股东之一致行动人申萍女士（控股股东王俊民之配偶）持有公司股份 49,625,894 股，占公司总股本比例 4.43%。 申萍计划自本公告披露之日起十五个交易日后的三个月内，通过大宗交易或 集中竞价方式减持公司股份合计不超过 10,373,400 股，减持比例合计不超过公 司总股本的 0.926%。 近日，公司收到控股股东之一致行动人申萍女士《关于减持公司 股份计划的告知函》，具体情况如下： | 一、本次减持主体及其一致行动人的持股情况 | | --- | | 股东名称 | 持有股份数量（股） | 占公司总股本比例(%) | | --- | --- | --- | | 申萍 | 49,625,894 | 4.43 | | ...