Core Points - Jiangsu Su Yang Investment Co., Ltd. has reduced its shareholding in Aosaikang (002755.SZ) by 9,281,600 shares, representing 1.00% of the company's total share capital [1] - Prior to this reduction, Su Yang Investment held 119,782,160 shares, which accounted for 12.91% of the total share capital [1] - After the reduction, Su Yang Investment now holds 110,500,560 shares, which is 11.91% of the total share capital [1]

格隆汇11月11日丨奥赛康(002755.SZ)公布，近日收到公司股东江苏苏洋投资实业有限公司（简称"苏洋 投资"）出具的《股份变动告知函》，苏洋投资自2025年9月15日至2025年11月10日期间累计减持本公司 股份9,281,600股，占本公司总股本的1.00%。本次股份变动前，苏洋投资持有本公司股份119,782,160 股，占本公司总股本的12.91%；本次股份变动后，苏洋投资持有本公司股份110,500,560股，占本公司 总股本的11.91%。 ...

注：公告中若出现合计数与各分项数值相加之和在尾数上存在差异，系因持股比 例数据按照四舍五入保留两位小数所致。 二、备查文件 持股 5%以上股东股份变动触及 1%的公告 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。 北京奥赛康药业股份有限公司（以下简称"公司"）于近日收到公司股东江苏 苏洋投资实业有限公司（以下简称"苏洋投资"）出具的《股份变动告知函》，苏 洋投资自 2025 年 9 月 15 日至 2025 年 11 月 10 日期间累计减持本公司股份 9,281,600 股，占本公司总股本的 1.00%。本次股份变动前，苏洋投资持有本公司 股份 119,782,160 股，占本公司总股本的 12.91%；本次股份变动后，苏洋投资持 有本公司股份 110,500,560 股，占本公司总股本的 11.91%。现将有关情况公告如 下： 1．基本情况 信息披露义务人 江苏苏洋投资实业有限公司 住所 南京市江宁区秣陵街道科学园龙眠大道 618 号 权益变动时间 20 ...

Summary of Key Points Core Viewpoint - On November 10, 2025, Aosaikang conducted a block trade of 1.94 million shares, amounting to 32.36 million yuan, which represented 12.61% of the total trading volume for the day. The transaction price was 16.68 yuan, reflecting an 11.28% discount compared to the market closing price of 18.8 yuan [1]. Trading Details - The block trade involved multiple transactions at a price of 16.68 yuan per share, with varying volumes and amounts: - 17,000 shares for 2.84 million yuan [2] - 25,000 shares for 4.17 million yuan [2] - 14,000 shares for 2.34 million yuan [2] - 17,000 shares for 2.84 million yuan [2] - 18,000 shares for 3.00 million yuan [2] - 33,000 shares for 5.50 million yuan [2] - 12,000 shares for 2.00 million yuan [2] - 17,000 shares for 2.84 million yuan [2] - 25,000 shares for 4.17 million yuan [2] - 16,000 shares for 2.67 million yuan [2]

Group 1 - On November 5, Aosaikang executed a block trade of 1 million shares, with a transaction value of 17.2 million yuan, accounting for 5.36% of the total trading volume for the day [1] - The transaction price was 17.2 yuan, representing a discount of 9.71% compared to the market closing price of 19.05 yuan [1]

Core Insights - On November 3, 2025, Aosaikang conducted a block trade of 2.6934 million shares, with a transaction value of 47.1884 million yuan, accounting for 10.96% of the total trading volume for the day. The transaction price was 17.52 yuan, representing a discount of 10.61% compared to the market closing price of 19.6 yuan [1]. Trading Details - The block trade involved multiple transactions at a price of 17.52 yuan per share, with varying volumes and amounts, including: - 11.50 million shares for a total of 201.48 million yuan [2] - 24.00 million shares for a total of 420.48 million yuan [2] - 16.00 million shares for a total of 280.32 million yuan [2] - 22.00 million shares for a total of 385.44 million yuan [2] - 35.00 million shares for a total of 613.20 million yuan [2] - The trades were primarily executed by institutional buyers, with Huatai Securities being a notable seller [2].

Core Insights - As of October 31, a total of 129 stocks in the Shanghai and Shenzhen markets have experienced net financing inflows for five consecutive days or more [1] - The stock with the longest consecutive net inflow is CITIC Bo, which has seen net buying for 14 trading days [1] - Other notable stocks with significant consecutive net inflows include Daimai Co., Weichuang Electric, Foster, Zhenhua Technology, Honghua Digital, Aosaikang, Dongcheng Pharmaceutical, and Huace Navigation [1]

Group 1 - The core viewpoint of the news is that Aosaikang's stock price increased by 5.12%, reaching 19.09 CNY per share, with a total market capitalization of 17.719 billion CNY [1] - Aosaikang Pharmaceutical Co., Ltd. is located in Jiangning Science Park, Nanjing, and was established on December 24, 1996, with its listing date on May 15, 2015 [1] - The company's main business involves the research, production, and sales of drugs, with revenue composition as follows: oncology drugs 38.28%, anti-infection drugs 24.74%, chronic disease drugs 21.65%, digestive drugs 12.33%, and others 2.34% [1] Group 2 - From the perspective of fund holdings, Penghua Fund has one fund heavily invested in Aosaikang, specifically the Penghua Health and Environmental Mixed Fund, which reduced its holdings by 39,100 shares in the third quarter [2] - The current number of shares held by the fund is 283,700, accounting for 4.89% of the fund's net value, making it the third-largest holding [2] - The fund has achieved a year-to-date return of 32.38% and a one-year return of 27.59%, with a total fund size of 120 million CNY [2]

Core Insights - Osai Kang (002755.SZ) reported its Q3 2025 results, revealing that 21 institutional investors hold a total of 747 million shares, accounting for 80.45% of the company's total equity [1] - The top ten institutional investors collectively hold 80.04% of the shares, with a slight decrease of 0.39 percentage points compared to the previous quarter [1] Institutional Holdings - In the public fund sector, six funds increased their holdings, including Yongying Medical Innovation Mixed Fund A and Huaxia Smart Selection Mixed Fund A, with an increase rate of 1.22% [2] - Three public funds reduced their holdings, including Guolian Medical Consumption Mixed Fund A, with a slight decrease in holding percentage [2] - Six new public funds were disclosed this period, including Yongying Ruixin Mixed Fund A and Huaxia Dingrong Bond Fund A [2] - A total of 194 public funds were not disclosed this period, including Penghua Medical Technology Stock A and Southern CSI 1000 ETF [2] Foreign Investment - One foreign fund, Hong Kong Central Clearing Limited, increased its holdings by 0.31% [2] - One foreign fund, Zhongyi Weiye Holdings Limited, reduced its holdings by 0.21% [2]

Core Insights - The company reported a total operating revenue of 1.434 billion yuan and a net profit attributable to shareholders of 223 million yuan for Q3 2025 [1] - The net cash inflow from operating activities was 602 million yuan [1] Financial Performance - The latest debt-to-asset ratio is 26.25%, an increase of 5.29 percentage points compared to the same period last year [3] - The latest gross profit margin is 79.80%, which is a decrease of 1.89 percentage points from the previous quarter and a decrease of 2.03 percentage points from the same period last year [3] - The latest return on equity (ROE) is 6.97% [3] - The diluted earnings per share (EPS) is 0.24 yuan [3] - The total asset turnover ratio is 0.34 times, a decrease of 0.03 times compared to the same period last year, representing a year-on-year decline of 8.70% [3] - The inventory turnover ratio is 1.79 times [3] Shareholder Structure - The number of shareholders is 27,200, with the top ten shareholders holding a total of 743 million shares, accounting for 80.04% of the total share capital [3] - The top ten shareholders and their holdings are as follows: - Nanjing Aosaikang Investment Management Co., Ltd.: 34.2% - Zhongyi Weiye Holdings Co., Ltd.: 12.7% - Jiangsu Suyang Investment Industry Co., Ltd.: 12.6% - Weirui Development Co., Ltd.: 12.2% - Nanjing Haiji Investment Management Co., Ltd.: 2.94% - Industrial Bank Co., Ltd. - Yongying Medical Innovation Mixed Fund: 2.26% - CITIC Bank Co., Ltd. - Yongying Ruixin Mixed Fund: 1.01% - Hong Kong Central Clearing Limited: 0.82% - Zheshang Bank Co., Ltd. - Yongying Stable Enhanced Bond Fund: 0.62% - Bank of China Co., Ltd. - E Fund Healthcare Industry Mixed Fund: 0.62% [3]