Core Viewpoint - The report highlights the performance and holdings of the Huatai-PineBridge Medical Services Flexible Allocation Mixed Fund A, indicating a recent decline in net value but strong returns over various time frames [1]. Fund Performance - The latest net value of the fund is 1.5670 yuan, reflecting a decrease of 1.94% - Over the past month, the fund achieved a return of 3.91%, ranking 171 out of 1959 in its category - In the last three months, the fund's return was 22.33%, ranking 5 out of 1950 - Year-to-date, the fund has returned 30.15%, ranking 17 out of 1943 [1]. Fund Holdings - The top ten stock holdings of the fund account for a total of 64.17%, with the following allocations: - Heng Rui Medicine: 10.23% - Kelun Pharmaceutical: 9.09% - Baile Tianheng: 8.94% - Haizike: 8.27% - Xinlitai: 6.66% - Zai Jian Pharmaceutical-U: 6.10% - Xin Nuo Wei: 4.69% - Rongchang Biotechnology: 3.49% - Nuocheng Jianhua-U: 3.35% - Microelectrophysiology: 3.35% [1]. Fund Background - The Huatai-PineBridge Medical Services Flexible Allocation Mixed Fund A was established on June 18, 2015, and as of March 31, 2025, it has a total scale of 4.408 billion yuan - The fund manager is Zhang Wei, who has extensive experience in the pharmaceutical sector [1][2].

金融界2025年5月26日消息，工银前沿医疗股票A(001717) 最新净值2.9540元，下跌1.86%。该基金近1个 月收益率4.79%，同类排名62|864；近3个月收益率9.08%，同类排名51|853；今年来收益率12.28%，同 类排名93|850。 工银前沿医疗股票A股票持仓前十占比合计59.05%，分别为：恒瑞医药（10.11%）、科伦药业 （8.01%）、药明康德（7.72%）、百济神州-U（6.85%）、信立泰（4.90%）、泽璟制药-U （4.77%）、鱼跃医疗（4.60%）、新诺威（4.36%）、华东医药（4.20%）、海思科（3.53%）。 来源：金融界 公开资料显示，工银前沿医疗股票A基金成立于2016年2月3日，截至2025年3月31日，工银前沿医疗股 票A规模90.81亿元，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 ...

公开资料显示，工银前沿医疗股票C基金成立于2020年11月23日，截至2025年3月31日，工银前沿医疗 股票C规模13.80亿元，基金经理为赵蓓。 金融界2025年5月21日消息，工银前沿医疗股票C(010685) 最新净值2.9140元，增长1.53%。该基金近1个 月收益率4.11%，同类排名420|1001；近3个月收益率9.30%，同类排名81|988；今年来收益率13.47%， 同类排名116|978。 工银前沿医疗股票C股票持仓前十占比合计59.05%，分别为：恒瑞医药（10.11%）、科伦药业 （8.01%）、XD药明康（7.72%）、百济神州-U（6.85%）、信立泰（4.90%）、泽璟制药-U （4.77%）、鱼跃医疗（4.60%）、新诺威（4.36%）、华东医药（4.20%）、海思科（3.53%）。 来源：金融界 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;2 ...

Group 1 - Huiyu Pharmaceutical's subsidiary received drug registration certificate for Carboxymethyl Sodium Injection, which is used for treating bleeding diseases in various medical fields [1] - Baihe Co., Ltd. announced a plan for a director to reduce holdings by up to 424,000 shares, representing 0.6625% of the total share capital [1] - Kingood Co., Ltd. received a notification from a global leading automaker for a wheel project, expected to start mass production in 2026 with a lifecycle of 10 years [1][2] Group 2 - Wanhua Chemical plans to repurchase shares worth between 300 million and 500 million yuan, with a maximum repurchase price of 99.36 yuan per share [2] - Warner Pharmaceutical's subsidiary received approval for Acetylcysteine raw material drug, primarily used for treating respiratory diseases [3] - ST Mingcheng plans to publicly transfer 45% equity of its subsidiary, aiming to optimize asset structure [4] Group 3 - Qixia Construction announced a plan to reduce up to 31.5 million shares, accounting for 3% of total share capital [5][6] - Zhejiang Rongtai intends to invest 20 million yuan to establish a wholly-owned subsidiary focused on intelligent robotics [7] - Yuandong Biological received drug registration for Chloral Hydrate Enema, used for sedation and seizure control in children [9] Group 4 - Jiemai Technology's subsidiary signed a strategic cooperation agreement with a solid-state battery company to produce high-safety composite conductive materials [10] - Xianju Pharmaceutical received drug registration for Progesterone Soft Capsules, used for treating functional disorders due to luteal deficiency [11] - Lanhua Kecai's subsidiary reported a temporary production halt, with the resumption date yet to be determined [13] Group 5 - Sinopharm Modern's subsidiary received drug registration for Tocilizumab Tablets, used for treating rheumatoid arthritis and other conditions [15] - Shanghai Bank announced the resignation of its vice president due to organizational adjustments [17] - Shanghai Pharmaceutical's Ephedrine Injection passed the consistency evaluation for generic drugs [19] Group 6 - Rundu Co., Ltd. received drug registration for Amlodipine and Olmesartan Tablets, aimed at treating hypertension [21] - Zhong'an Technology announced that 61 million shares held by its controlling shareholder will be auctioned [23] - Shanghai Washba plans to purchase patent assets and establish two subsidiaries focused on hydrogen energy and solid-state battery technologies [25] Group 7 - Nuo Cheng Jianhua's new drug Tafasitamab received approval for treating relapsed/refractory diffuse large B-cell lymphoma [26] - Benli Technology plans to use up to 200 million yuan of idle funds for cash management and financial investments [28] - Taiji Co., Ltd. intends to use 60 million yuan of idle funds to purchase financial products [29] Group 8 - Haishi Co. announced that its innovative drug Anreke Fen Injection received drug registration for treating postoperative pain [32] - Yulong Co. will have its stock delisted on May 27, 2025, following a decision by the Shanghai Stock Exchange [36] - Weifu High-Tech plans to establish a joint venture with Shanghai Baolong Automotive Technology [38] Group 9 - Xichang Electric Power expects a net profit reduction of approximately 5.4 million yuan due to adjustments in the time-of-use electricity pricing mechanism [39] - Alter signed a contract worth 6.8 billion yen for the development and procurement of large truck EV kits [41] - Zhonglian Heavy Industry plans to acquire controlling stakes in its financing leasing subsidiary through public bidding [42] Group 10 - Sanyou Medical's executive plans to reduce holdings by up to 1.44% of the company's shares [43] - Hangyang Co. plans to establish a subsidiary for large modular cryogenic equipment manufacturing with an estimated investment of 557 million yuan [44] - FAW Fuwi received a notification for a dashboard project from a well-known new energy brand, with total sales expected to reach 1.06 billion yuan [45]

证券代码：002653 证券简称：海思科 公告编号：2025-069 海思科医药集团股份有限公司 药品名称：安瑞克芬注射液 审批结论：根据《中华人民共和国药品管理法》及有关规定，经 1 受 理 号：CXHS2300094 证书编号：2025S01307 批准文号：国药准字 H20250014 申请事项：药品注册（境内生产） 注册分类：化学药品 1 类 剂 型：注射剂 规 格：1ml:0.1mg 适 应 症：本品适用于治疗腹部手术后的轻、中度疼痛。 审查，本品符合药品注册的有关要求，批准注册，发给药品注册证书。 批准时间：2025 年 5 月 13 日 关于获得 1 类创新药安瑞克芬注射液 《药品注册证书》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、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 5 月 21 日收到国家药品监督管理局下发的 1 类创新药安瑞克芬注射 液（商品名称：思舒静®，研发代号：HSK21542）《药品注册证书》， 现将相关情况公告如下： 一、 药品及申请基本信息 三、 主要风险提示 由于医药产品的行业特点，该药 ...

Investment Rating - The report maintains a positive outlook on the pharmaceutical sector, particularly anticipating a recovery in performance in the second half of 2025 [2][5]. Core Insights - The pharmaceutical market is currently experiencing a mild upward trend, with expectations for a new round of market activity following adjustments in trading [2]. - The report highlights significant advancements in innovative drugs, particularly from domestic companies, which are expected to achieve international recognition and commercial success [2][12]. - The report emphasizes the importance of monitoring policy developments related to medical insurance and the resurgence of respiratory infectious diseases [4][46]. Summary by Sections Pharmaceuticals - Key developments include the clinical data release from KJ Pharma regarding its universal CAR-T therapy and the approval of a new analgesic by Haishi Pharmaceutical [2][25]. - The report notes that domestic innovative pharmaceutical companies are increasingly demonstrating their capabilities on the international stage [2][12]. Biopharmaceuticals - Huadong Medicine's DR10624 has shown promising results in clinical trials, with liver fat content reductions significantly higher than the placebo group [3][38]. - The report suggests continued attention to DR10624's potential for commercialization and external licensing opportunities [3][45]. Medical Devices - The minimally invasive orthopedic surgical robot from Micron Medical has been integrated into the UK's National Health Service, indicating strong international market expansion potential [3][51]. - The report encourages focus on leading companies with strong product competitiveness and overseas channel layouts [3][51]. Medical Services - A partnership between Gushengtang and Huawei aims to enhance traditional Chinese medicine through digital infrastructure and talent development [3][12]. - The report highlights the ongoing transformation of the healthcare industry towards digitalization and smart solutions [3][12]. Traditional Chinese Medicine & Pharmacies - The Yunnan provincial government is advancing policies for provincial-level coordination of basic medical insurance, which is expected to benefit compliant leading companies [4][46]. - The report notes a rise in respiratory infectious disease rates, necessitating ongoing observation of trends [4][47]. Investment Recommendations - The report suggests focusing on innovative drugs and certain generic drugs, with attention to policy changes and upcoming data releases from major conferences [5][16]. - It highlights potential investment opportunities in chain pharmacies, medical devices, and traditional Chinese medicine as the market begins to recover [5][16].

Group 1: Regulatory Developments - The National Health Commission reported the dismissal of a doctor from Japan-China Friendship Hospital for violating medical ethics and safety protocols during a surgery [1] - The approval of a new analgesic drug, Anrekefen injection, by the National Medical Products Administration (NMPA) for treating postoperative pain [3] - The approval of Pyrotinib tablets by NMPA for treating specific types of breast cancer in adults [4] Group 2: Strategic Partnerships - Hainan Haiyao signed a strategic cooperation framework agreement with Aikang International Group to enhance regional economic cooperation and expand in the health sector [7] - Stone Pharmaceutical Group entered into an exclusive licensing agreement with Cipla for the commercialization of Irinotecan liposome injection in the U.S., with potential payments totaling up to $10.25 billion [9] Group 3: Market Activity - Xinghao Pharmaceutical received FDA approval for its docetaxel injection, which is used in the treatment of various cancers [5] - Jiao Da Ang Li announced abnormal stock trading activity, with a cumulative price increase deviation exceeding 20% over two trading days, while confirming normal operational conditions [12]

Core Insights - The latest net value of ICBC Frontier Medical Stock A (001717) is 2.8300 yuan, reflecting a decrease of 1.77% [1] - The fund has shown a one-month return of 5.28%, ranking 400 out of 471 in its category; a three-month return of 8.06%, ranking 71 out of 471; and a year-to-date return of 7.56%, ranking 113 out of 469 [1] Fund Holdings - The top ten holdings of ICBC Frontier Medical Stock A account for a total of 59.05%, with the largest positions being: - Heng Rui Medicine (10.11%) - Kelun Pharmaceutical (8.01%) - WuXi AppTec (7.72%) - BeiGene (6.85%) - Xinlitai (4.90%) - Zai Lab (4.77%) - Yuyue Medical (4.60%) - New Horizon Health (4.36%) - East China Pharmaceutical (4.20%) - Haizhi Pharmaceutical (3.53%) [1] Fund Overview - ICBC Frontier Medical Stock A was established on February 3, 2016, and as of March 31, 2025, it has a total scale of 9.081 billion yuan [1] - The fund manager is Zhao Bei, who has extensive experience in the healthcare sector [2]

证券代码：002653 证券简称：海思科 公告编号：2025-068 海思科医药集团股份有限公司 2024 年年度权益分派实施公告 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"）2024 年年度 权益分派方案已获 2025 年 5 月 6 日召开的 2024 年度股东大会审议通 过。现将权益分派事宜公告如下： 一、股东大会审议通过权益分派方案的相关情况 1、公司 2024 年年度权益分派方案为：以公司现有总股本 1,119,917,970 股为基数，向全体股东每 10 股派发现金红利 1.35 元 （含税），共计派发现金红利 151,188,925.95 元，不送红股，不以 公积金转增股本，剩余未分配利润留待后续分配。从方案公告日至实 施利润分配方案的股权登记日期间股本发生变动的，以未来实施利润 分配方案的股权登记日可参与利润分配的总股本为基数，按照分配总 额不变的原则对分配比例进行调整。 2、自分配方案披露至实施期间公司股本总额未发生变化。 三、股权登记日与除权除息日 3、本次实施的分配方案与股东大会审议通过的 ...

证券代码：002653 证券简称：海思科 公告编号：2025-067 海思科医药集团股份有限公司 2024 年度股东大会决议公告 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。 重要内容提示： 本次股东大会无增加、变更、否决提案的情况。 1 一、会议的召开和出席情况 1、现场会议召开时间：2025 年 5 月 6 日 14:00 开始 2、现场会议召开地点：四川海思科制药有限公司办公楼三楼会 议室。 3、会议召开方式：现场表决与网络投票相结合的方式。 其中通过深圳证券交易所交易系统进行网络投票的时间为 2025 年 5 月 6 日上午 9:15—9:25，9:30—11:30，下午 13:00—15:00；通 过互联网投票系统投票的时间为：2025 年 5 月 6 日 9:15 至 15:00 期 间的任意时间。 4、召集人：海思科医药集团股份有限公司董事会 5、主持人：董事长王俊民先生 6、本次股东大会会议的召集、召开与表决程序符合《公司法》、 《上市公司股东会规则》、《深圳证券交易所股票上市规则》等法律、 法规及规范性文件和《公司章程》的规定。 7、会议出 ...