格隆汇7月29日｜奥赛康(002755.SZ)公告称，公司计划在公告披露之日起15个交易日后的连续90个自然 日内，以集中竞价和大宗交易方式减持公司股份不超过13,922,400股，不超过公司总股本的1.5%。减持 原因是股东经营发展需要。减持期间为2025年8月20日至2025年11月17日。减持方式包括集中竞价和大 宗交易。若减持期间公司有除权除息事项，减持数量将相应调整。 ...

格隆汇7月29日丨奥赛康(002755.SZ)公布，公司股东江苏苏洋投资实业有限公司(简称"苏洋投资")持有 公司股份124,415,362股，占公司总股本的13.4045%。苏洋投资计划在公告披露之日起15个交易日后的 连续90个自然日内，以集中竞价和大宗交易方式减持公司股份不超过13,922,400股，不超过公司总股本 的1.5%。 ...

北京奥赛康药业股份有限公司 关于持股 5%以上股东减持计划的预披露公告 证券代码：002755 证券简称：奥赛康 公告编号：2025-041 持股 5%以上的股东江苏苏洋投资实业有限公司保证向本公司提 供的信息内容真实、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： 北京奥赛康药业股份有限公司（以下简称"公司"）股东江苏苏洋投资实业有 限公司（以下简称"苏洋投资"）持有本公司股份 124,415,362 股，占本公司总股 本的 13.4045%。苏洋投资计划在本公告披露之日起 15 个交易日后的连续 90 个 自然日内，以集中竞价和大宗交易方式减持本公司股份不超过 13,922,400 股，不 超过本公司总股本的 1.5%。现将有关情况公告如下： 一、股东的基本情况 1、 股东名称：江苏苏洋投资实业有限公司 2、 截至本公告日，苏洋投资持有本公司股份 124,415,362 股，占本公司总 股本的 13.4045%，该等股份全部为无限售流通股。 二、本次减持计划的主要内容 （一）本次拟减持的具体安排 1、 减持原因：股东经营 ...

奥赛康公告，股东江苏苏洋投资实业有限公司持有1.24亿股，占公司总股本13.4045%，拟于2025年8月 20日至2025年11月17日，分别通过集中竞价减持不超过928.16万股，占1%，通过大宗交易减持不超过 464.08万股，占0.5%，合计不超过1392.24万股，占1.5%。 ...

奥赛康(002755.SZ)公告称，公司计划在公告披露之日起15个交易日后的连续90个自然日内，以集中竞 价和大宗交易方式减持公司股份不超过13,922,400股，不超过公司总股本的1.5%。减持原因是股东经营 发展需要。减持期间为2025年8月20日至2025年11月17日。减持方式包括集中竞价和大宗交易。若减持 期间公司有 除权除息事项，减持数量将相应调整。 ...

| 交易日期 | 证券代码 | 证券简称 | 成交价格 | 成交星 | 成交金额 | 买方营业部 | 卖方营业部 | | --- | --- | --- | --- | --- | --- | --- | --- | | | | | (元) | (万股/万份) | (万元) | | | | 2025-07-29 | 002755 | 奥赛康 | 24.28 | 12.00 | 291.36 | 机构专用 | 华泰证券股份有限 | | | | | | | | | 公司南京分公司 | 7月29日，奥赛康大宗交易成交12万股，成交额291.36万元，占当日总成交额的0.46%，成交价24.28元，较市场收盘价27.9元 折价12.97%。 ...

Core Viewpoint - The biopharmaceutical industry in the Shenzhen Stock Exchange is showing a stable and positive performance in the first half of 2025, with 56 companies expected to achieve a net profit between 3.8 billion to 5 billion yuan [1] Group 1: Performance Forecasts - Dabo Medical is expected to achieve a net profit of approximately 230 million to 250 million yuan, representing a year-on-year increase of 66.37% to 80.84% [2] - Aosaikang is projected to realize a net profit of 135 million to 175 million yuan, with a year-on-year growth rate of 78.58% to 131.50% [2] - Jilin Aodong anticipates a net profit of about 1.236 billion to 1.290 billion yuan, reflecting a year-on-year increase of 130% to 140% [3] Group 2: Innovation and R&D - Dabo Medical emphasizes product innovation and international development strategies to maintain healthy business growth [2] - Aosaikang is focusing on the commercialization of its first innovative drug, which marks a significant milestone in its transformation [2] - Aosaikang has over 40 drugs in various stages of development, including more than ten innovative drugs in clinical stages [5] Group 3: Strategic Adjustments - Companies are actively adjusting their operational strategies and optimizing cost structures to enhance resilience and profitability [4] - Dabo Medical plans to strengthen its core business through innovation and international expansion [4] - Jilin Aodong aims to focus on its pharmaceutical core business while leveraging its brand advantages for steady revenue and profit growth [4]

Core Viewpoint - The innovative drug sector is expected to thrive in 2025, with significant capital inflow and a focus on products with overseas potential, leading to substantial stock price increases in this segment [1][3]. Group 1: Market Performance - From early 2025 to date, the innovative drug sector has seen an average increase of over 50%, with nearly 50 stocks rising more than 30% [1]. - The Hongtu Innovation Healthcare Fund has achieved a cumulative increase of nearly 64% since early 2025, outperforming the industry [1][5]. - Historical performance of the Hongtu Innovation Healthcare Fund shows a year-to-date return of 63.66%, ranking 92 out of 594 funds [2]. Group 2: Industry Trends - The long-term development trend of China's innovative drug sector remains strong, supported by national strategies and favorable capital market policies [3]. - The market for innovative drugs in China is projected to exceed 250 billion RMB in 2024, with expectations to grow to approximately 450 billion RMB by 2030 [3]. - The overall market size, including all aspects of the drug development chain, is expected to approach 5.5 trillion RMB by 2024 and surpass 20 trillion RMB by 2030 [3]. Group 3: Investment Strategy - The investment strategy of the Hongtu Innovation Healthcare Fund focuses on high-elasticity innovative drug companies, particularly those with significant clinical breakthroughs and potential for international market entry [7][11]. - Key investment targets include companies with promising clinical data and those that are expected to achieve commercial success through domestic market integration and overseas licensing [7][10]. - The fund manager has successfully captured structural opportunities in the pharmaceutical sector, leading to superior long-term performance compared to peers [12]. Group 4: Notable Stocks - Major holdings in the Hongtu Innovation Healthcare Fund include companies like Xinlitai, Shutaishen, and Yifang Biotechnology, which have shown significant price increases and promising clinical data [8][9]. - The fund emphasizes investments in companies with first-in-class (FIC) and best-in-class (BIC) potential, focusing on those that can disrupt current clinical supply [11][12]. Group 5: Future Outlook - The innovative drug sector is expected to continue its upward trajectory, driven by overseas licensing opportunities and supportive domestic policies [12]. - The ongoing global business development (BD) transactions and key clinical data releases are anticipated to catalyze further growth in high-value innovative drug companies [12].

Investment Rating - The report maintains a "Strong Buy" rating for the pharmaceutical industry, indicating a positive outlook for investment opportunities [3]. Core Insights - The new centralized procurement regulations emphasize "stability in clinical use, quality assurance, prevention of collusion, and countering excessive competition," which are expected to promote the long-term healthy development of the industry [2][32]. - The report suggests focusing on recently launched innovative products, high-quality raw material suppliers, and key products that have passed the consistency evaluation for generic drugs [2][32]. Summary by Sections Market Review - The pharmaceutical and biotechnology index increased by 4% this week, outperforming the CSI 300 index by 2.91 percentage points, ranking second in industry performance [11]. - Year-to-date, the pharmaceutical and biotechnology index has risen by 16.59%, also surpassing the CSI 300 index by 13.45 percentage points [11]. - The chemical pharmaceutical sector showed the highest growth this week at 6.86%, while traditional Chinese medicine had the lowest decline at 0.88% [16][18]. Individual Stock Performance - In the A-share market, 397 out of 474 pharmaceutical stocks rose, with the top five performers being: - Borui Pharmaceutical (+42.35%) - Lisheng Pharmaceutical (+41.68%) - Nanxin Pharmaceutical (+34.95%) - Aosai Kang (+32.77%) - Yipin Hong (+32.13%) [22]. - In the Hong Kong market, 96 out of 106 pharmaceutical stocks increased, with the top performers including: - Clover Biopharma-B (+63.79%) - Lepu Biopharma-B (+62.04%) - Deqi Pharmaceutical-B (+47.04%) [25]. Industry News and Policies - The 11th batch of national centralized drug procurement was officially launched, including 55 varieties across various therapeutic areas, focusing on clinical needs and market realities [28]. - The new procurement rules are more refined, requiring production experience and quality control capabilities from manufacturers, which will help ensure drug quality and promote industry standardization [28]. - The establishment of the "Commercial Insurance Innovative Drug Directory" marks a significant step in building a multi-tiered medical security system, providing new economic support for innovative drug development [28]. Key Company Announcements - Heng Rui Pharmaceutical reported positive results from its GLP-1/GIP dual receptor agonist HRS9531 in a Phase III weight loss study, with an average weight reduction of 19.2% in the treatment group [29][31]. - The report highlights various corporate actions, including stock incentive plans and capital increases by several companies, indicating active corporate governance and strategic investments in the sector [36].

New Stock Issuance - New stock issued by Dingjia Precision at a price of 11.16 on July 22, 2025[1] - ST Kelly's tender offer period is from July 17 to August 15, 2025[1] - ST Zitian and other companies have also announced new stock issuances[1] Market Alerts - Significant abnormal fluctuations reported for several stocks including Guangshengtang and Huayin Power[1] - Multiple companies have disclosed announcements regarding stock performance and market activities[1] - The report includes links to detailed announcements for various stocks, indicating ongoing market monitoring[1]