7月30日，三大指数涨跌不一，截至收盘，沪指涨0.17%，深成指跌0.77%，创业板跌1.62%，科创50指数跌1.11%，两市超1600只个股上涨，沪深两市今日成 交额约1.84万亿元。 影视板块表现出众，堪称今日最靓的仔，其中，幸福蓝海（300528.SZ）涨停20%，该公司5天内录得4个大号涨停板，累计上涨113%。此外，慈文传媒 （002343.SZ）、金逸影视（002905.SZ）涨10%，北京文化（000802.SZ）涨超9%。 据悉，幸福蓝海参与出品的影片《南京照相馆》，上映后连续多日蝉联票房冠军。灯塔专业版数据显示，上映6天以来，《南京照相馆》累计录得票房6.61 亿元（截至7月30日上午10时），观影总人次超1800万。其中，该片7月27日的票房为1.46亿元，这也打破了过去3年暑期档历史片单日票房纪录。 创新药持续活跃，辰欣药业（603367.SH）、东诚药业（002675.SZ）涨10%，华润双鹤（600062.SH）、浙江医药（600216.SH）、康辰药业（603590.SH） 均大涨。 中信证券研报称，目前创新药行业已经完成底部夯实，进入到真正的"临床价值重估"阶段，产业估值逻辑正 ...

Market Overview - On July 30, the A-share market closed with a total of 55 stocks hitting the daily limit, with 48 stocks after excluding 7 ST stocks, and an overall limit-up rate of 73.33% [1] Top Gainers - Wangli Anfang had the highest limit-up order volume with over 4.5 billion yuan, followed by Baogang Co., Xining Special Steel, and Antai Group with limit-up orders of 4.51 billion yuan, 4.1 billion yuan, and 1.96 billion yuan respectively [2] - Tibet Tourism achieved an 8-day consecutive limit-up, while several other companies like Chenxin Pharmaceutical and Huaci Co. had 3 consecutive limit-ups [2] Industry Highlights Film Industry - The film "Nanjing Photo Studio" has grossed over 700 million yuan, ranking among the top five in the 2025 box office list [3] - Companies involved in the film include Xingfu Blue Ocean, Jinyi Film, and Ciweng Media, with Xingfu Blue Ocean participating in the production of "Nanjing Photo Studio" [4] Pharmaceutical Industry - Notable limit-up stocks include Chenxin Pharmaceutical, Foci Pharmaceutical, Dongcheng Pharmaceutical, Guobang Pharmaceutical, and Qizheng Tibetan Medicine [5] - Chenxin Pharmaceutical offers a comprehensive health management solution covering various treatment areas, while Foci Pharmaceutical is advancing the development of traditional Chinese medicine new drugs [5] Maternal and Infant Products - Limit-up stocks include Anzheng Fashion, Beingmate, and Taimushi [6] - Beingmate has a diverse product line including infant formula and adult nutrition products, while Taimushi expects 310 million yuan in revenue from children's clothing in 2024 [6] Stock Market Activity - The top net purchases on the Dragon and Tiger list included Yingweike, Baogang Co., and Xizang Tianlu, with net purchases of 5.74 billion yuan, 3.74 billion yuan, and 2.18 billion yuan respectively [7] - Institutional net purchases were led by Yingweike and Dongxin Co., with amounts of 843.67 million yuan and 561.28 million yuan respectively [7]

Group 1 - The innovative pharmaceutical ETF (560900) experienced a significant trading volume with a turnover of 33.85% and a transaction value of 24.0583 million yuan, marking a new high since its listing [1] - The tracking index, the CSI Innovative Pharmaceutical Industry Index (931152), saw a slight decline of 0.23%, while constituent stocks exhibited mixed performance, with Dongcheng Pharmaceutical (002675) leading with a 10.00% increase [1] - Over the past week, the innovative pharmaceutical ETF (560900) accumulated a rise of 7.41%, reaching a new scale of 70.7947 million yuan and a new share count of 69.9691 million [1] Group 2 - WuXi AppTec reported a revenue of 20.799 billion yuan for the first half of 2025, reflecting a year-on-year growth of 20.64%, with a non-IFRS net profit of 5.58 billion yuan, up 26.5% [2] - The company's gross margin improved to 44.5%, an increase of 4.7 percentage points year-on-year, with its TIDES business showing remarkable growth, achieving a revenue of 5.03 billion yuan, up 141.6% [2] - The global demand for innovative drug outsourcing is recovering, enhancing the competitiveness of Chinese CXO companies, and the industry is experiencing a steady rebound [2]

Market Overview - The three major A-share indices showed mixed performance on the morning of the 30th, with the Shanghai Composite Index rising by 0.52%, while the Shenzhen Component Index and the ChiNext Index fell by 0.06% and 0.71% respectively [2] - The total trading volume in the Shanghai and Shenzhen markets reached 1,102.2 billion yuan, a decrease of 43.6 billion yuan compared to the previous day [2] Sector Performance - The innovative drug and film industry sectors experienced gains, with stocks such as Nanjing New Pharmaceutical and Happiness Blue Sea hitting the daily limit of 20% [2] - The battery sector faced adjustments, with companies like Xinyu Ren and Zhengye Technology dropping over 5% [2] - The digital currency sector weakened, with Dongxin Peace falling more than 8% [2] - The diversified financial sector also saw fluctuations, with companies like Nanhua Futures and Zhongyou Capital declining over 5% [2]

Group 1 - Anhui Construction won a joint bid for the Chongqing Rongchang to Sichuan Zigong expressway project, with a total estimated investment of 3.614 billion yuan and a construction period of 3 years [1] - Hongfa Co. reported a net profit of 964 million yuan for the first half of 2025, a year-on-year increase of 14.19%, with revenue of 8.347 billion yuan, up 15.43% [1][2] - Lujiazui's net profit for the first half of 2025 was 815 million yuan, a decrease of 7.87%, despite a revenue increase of 33.91% to 6.598 billion yuan [3] - Enhua Pharmaceutical achieved a net profit of 700 million yuan, up 11.38%, with revenue of 3.010 billion yuan, an increase of 8.93% [4][5] - China CNR signed several major contracts totaling approximately 32.92 billion yuan, covering various sectors including urban rail vehicles and wind power equipment [6] - WanTong Intelligent signed an exclusive sales and cooperation agreement in the embodied intelligence field, gaining global sales rights for specific chip-based products [7][8] Group 2 - Liansheng Technology's subsidiary received a government subsidy of 13.5 million yuan, accounting for 12.24% of the company's latest audited net profit [9] - Guobang Pharmaceutical reported a net profit of 456 million yuan, a year-on-year increase of 12.60%, with revenue of 3.026 billion yuan, up 4.63% [10] - Baotai expects a net loss of 110 to 140 million yuan for the first half of 2025, a reduction in loss compared to the previous year [11] - Sains expects a net profit decrease of 57.53% to 60.13%, with projected revenue growth of 15.17% to 23.59% [12] - Nanya New Materials anticipates a net profit of 80 to 95 million yuan for the first half of 2025, an increase compared to the previous year [13] - Tian Pharmaceutical's subsidiary passed the consistency evaluation for a peritoneal dialysis solution [14] Group 3 - Shede Liquor announced the resignation of director Ni Qiang due to work reasons [15] - Greentown Water plans to transfer assets and liabilities of its ASEAN subsidiary to improve resource allocation [16] - Beibu Gulf Port's subsidiary signed an associated transaction contract worth 11.199 million yuan [17] - Beibu Gulf Port announced multiple resignations of directors and executives [18] - Jidian Co. reported the resignation of its deputy general manager due to work changes [19] - Wanhua Chemical's industrial park in Fujian resumed production after maintenance [20] Group 4 - Shanghai Pharmaceuticals received approval for a clinical trial of a new indication for its B019 injection [21] - Jianbang Co. reported a net profit of 69.66 million yuan, a decrease of 27.72%, with revenue of 307 million yuan, down 15.37% [23] - Jianbang Co. plans to use up to 400 million yuan of idle funds for cash management [25] - Wanfu Bio's subsidiary obtained multiple medical device registrations [28] - Hunan Tianyan announced a change in its controlling shareholder to China Chang'an Automobile Group [29][30] - Xizhuang Co. plans to establish a joint venture for sustainable aviation fuel [32]

本公司及董事会全体成员保证信息披露内容的真实、准确和完整，没有 虚假记载、误导性陈述或重大遗漏。 烟台东诚药业集团股份有限公司（以下简称"公司"或"本公司"）近日收 到公司实际控制人由守谊先生的通知，由守谊先生将其持有的本公司部分股权进 行解除质押，具体情况如下： 根据《通知》所述，截至2025年7月28日由守谊先生持有东诚药业股票 103,305,678股，累计质押41,568,000股，累计质押股份占所持股份总数的40.24%； 股权质押风险总体可控，目前不存在平仓风险。 二、股东所持股份累计被质押的情况 证券代码：002675 证券简称：东诚药业 公告编号：2025-036 烟台东诚药业集团股份有限公司 关于实际控制人部分股权解除质押的公告 截至公告披露日，实际控制人由守谊先生及其一致行动人所持质押股份情况 如下： | 已质押股份情况 | 未质押股份情况 | 占其所 | 占公司 | 股东 | 持股数量 | 持股比 | 累计质押数 | 持股份 | 总股本 | 已质押股 | 占已质 | 未质押股 | 占未质 | | --- | --- | --- | --- | --- | --- | --- | --- ...

Core Viewpoint - Dongcheng Pharmaceutical (002675) announced that its actual controller, Mr. Shouyi, has released a pledge on 1.21% of the company's shares [1] Summary by Relevant Sections - Share Pledge Details - Mr. Shouyi's cumulative pledged shares account for 40.24% of his total holdings [1] - Among the released pledged shares, 9.5 million shares were pledged starting from September 5, 2022, and 480,000 shares were pledged starting from August 21, 2024, both set to be released on July 25, 2025 [1]

证券代码：002675 证券简称：东诚药业 公告编号：2025-037 烟台东诚药业集团股份有限公司 关于全资孙公司获得放射性药品生产许可证的公告 本公司及董事会全体成员保证信息披露内容的真实、准确和完整，没有 虚假记载、误导性陈述或重大遗漏。 近日，烟台东诚药业集团股份有限公司（以下简称"公司"）收到全资孙公 司烟台欣科思达医药科技有限公司（以下简称"欣科思达"）的通知，通知其收 到山东省药品监督管理局下发的《放射性药品生产许可证》。相关信息如下： 一、基本情况 企业名称：烟台欣科思达医药科技有限公司 统一社会信用代码：91370612MA7KNC2D5Q 注册地址：烟台市牟平区滨海东路500号52号楼 法定代表人：郝美霞 质量负责人：段岩岩 许可证编号：鲁RS202501 分类码：Ar1 生产地址和生产范围：烟台市牟平区东兴大街9号：体内放射性药品(冻干粉 针剂) 有效期至：2030年7月14日 二、对上市公司的影响及风险提示 本次欣科思达取得《药品生产许可证》，预期不会对公司当前业绩产生重大 影响，相关产品待获得药品上市批准文号后方可进行商业化生产。 由于医药产品具有高技术、高风险、高附加值等特点，药品 ...

Group 1 - The core point of the announcement is that Yantai Dongcheng Pharmaceutical Group Co., Ltd. disclosed that its controlling shareholder, Yantai Dongyi Biological Engineering Co., Ltd., has pledged part of its shares, with a total of 42,140,000 shares pledged, accounting for 33.74% of the total shares held [1][2] - As of July 25, 2025, Dongyi Biological holds 124,888,049 shares of Dongcheng Pharmaceutical, and the overall risk of share pledge is controllable, with no current risk of forced liquidation [1] - The controlling shareholder and actual controller have good credit status and repayment capability, indicating that there is no risk of forced liquidation or change in actual control [1][2] Group 2 - The company will continue to monitor the pledge situation and will disclose relevant information in a timely manner as required [1] - The announcement includes references to documents that can be reviewed, such as the details of share freezes from China Securities Depository and Clearing Co., Ltd. and transaction statements [2]

@证券代码：002675 证券简称：东诚药业 公告编号：2025-035 烟台东诚药业集团股份有限公司 关于控股股东部分股权质押的公告 本公司及董事会全体成员保证信息披露内容的真实、准确和完整，没有 虚假记载、误导性陈述或重大遗漏。 烟台东诚药业集团股份有限公司（以下简称"公司"或"本公司"）近日收 到公司控股股东烟台东益生物工程有限公司（以下简称"东益生物"）的通知， 东益生物将其持有的本公司部分股权进行质押，具体情况如下： 根据《通知》所述，截至2025年7月25日东益生物持有东诚药业股票 124,888,049股，累计质押42,140,000股，累计质押股份占所持股份总数的33.74%； 股权质押风险总体可控，目前不存在平仓风险。 特此公告。 股东 名称 是否为控股 股东或第一 大股东及其 一致行动人 本次股份质 押数量（股） 占其所 持股份 比例 占公 司总 股本 比例 是否为 限售股 是否为 补充质 押 质押起 始日 质押到 期日 质权人 质押 用途 东益 生物 是 16,040,000 12.84% 1.95% 否 否 2025 年 7 月 24 日 2026 年 7 月 24 日 招商证券 股份 ...