人民财讯8月12日电，8月12日晚间，康弘药业（002773）官微发布声明称，近日，公司获悉有不法分子 冒用康弘药业名义，通过恶意使用康弘药业名称虚构投资产品项目，从事诈骗等严重违法活动。康弘药 业提示，公司从未开展任何投资产品的销售，也从未通过任何渠道、以任何形式、向任何第三方授权进 行投资产品的销售。针对上述不法行为，康弘药业提出严正警告，并将向有关机关进行举报，同时保留 向相关不法分子追究法律责任的权利。 ...

证券代码：002773 证券简称：康弘药业 公告编号：2025-042 成都康弘药业集团股份有限公司 关于使用自有资金购买理财产品的公告 | 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。 | 成都康弘药业集团股份有限公司（以下简称"康弘药业"或"公司"） 第八届董事会第十次会议和二〇二四年度股东会审议通过了《关于使用 自有资金购买理财产品的议案》，同意公司及下属子公司使用部分闲置 自有资金在不超过人民币38亿元的额度内购买理财产品（包括结构性存 款），购买原则为安全性高、流动性好、由商业银行发行并提供保本承 诺的短期保本型理财产品（包括结构性存款），购买期限为自股东会审 议通过之日起一年；在上述额度及期限内，资金可以滚动使用；董事会 授权公司总裁或财务负责人根据上述原则行使具体理财产品的购买决策 权，由财务部负责具体购买事宜，具体内容详见公司指定信息披露媒体 和巨潮资讯网（www.cninfo.com.cn）刊登于2025年4月26日《第八届董 事会第十次会议决议公告》（公告编号：2025-010）、《关于使用自有 资金购买理财产品的 ...

行 业 研 究 医药生物 2025 年 08 月 10 日 脑机接口政策再加码，重视千亿蓝海投资机会 投资要点： 行 业 定 期 报 行情回顾：本周（2025 年 8 月 4 日- 2025 年 8 月 8 日）中信医药指数 下跌 0.8%，跑输沪深 300 指数 2.0 pct，在中信一级行业分类中排名第 30 位； 2025 年初至今中信医药生物板块指数上涨 21.8%，跑赢沪深 300 指 数 17.5pct，在中信行业分类中排名第 6 位。本周涨幅前五的个股为：南模 生物（+42.5%）、海辰药业（+41.3%）、赛诺医疗（+39.5%）、诚意药业 （+35.8%）、大博医疗（+31.5%）。 告 政策再加码，发展路线图清晰，重视千亿蓝海投资机会：近日工信部 等七部委联合发文脑机接口具体实施政策，为脑机接口划定了从软硬件技 术攻关-产品落地-场景应用-全球竞争力保障的长路径。2025 年 1 月国家药 监局设立脑机接口医疗器械标准，3 月湖北率先将侵入式手术纳入医保（定 价 6552 元/次）、国家医保局 3 月设立"侵入式脑机接口置入费/取出费" 及"非侵入式脑机接口适配费"等国家收费编码，继北京、 ...

公告显示，本次吸收合并相关工商手续已办理完成。吸收合并后，济生堂存续经营，其公司名称、股权 结构、经营范围、注册资本均保持不变。 北京商报讯（记者 王寅浩 实习记者 宋雨盈）8月4日，康弘药业发布公告称，公司于2025年4月25日召 开第八届董事会第十次会议，审议通过了全资子公司四川济生堂药业有限公司（以下简称"济生堂"）吸 收合并全资孙公司四川济生堂兴尚生物科技有限责任公司的议案。 ...

成都康弘药业集团股份有限公司 兴尚生物相关工商手续已办理完成。吸收合并后，济生堂存续经营， 其公司名称、股权结构、经营范围、注册资本均保持不变。 本次吸收合并有利于进一步提高公司运营效率、优化资源配置、 降低管理成本，符合公司发展战略，有利于公司持续、稳定、健康发 展。本次涉及吸收合并的合并方与被合并方，其财务报表均已纳入公 司合并财务报表范围，吸收合并后不会对公司合并报表产生实质性影 响，不会对公司整体业务发展和持续盈利能力产生不利影响，亦不存 在损害公司及股东特别是中小股东利益的情形。 关于部分全资子公司完成吸收合并的公告 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。 成都康弘药业集团股份有限公司（以下简称"公司"）于 2025 年 4 月 25 日召开第八届董事会第十次会议，审议通过了《关于全资 子公司吸收合并的议案》，同意公司全资子公司四川济生堂药业有限 公司（以下简称"济生堂"）吸收合并公司全资孙公司四川济生堂兴 尚生物科技有限责任公司（以下简称"兴尚生物"）。吸收合并后， 济生堂存续经营，公司名称、股权结构保持不变，根据实际经营需求 及相关法律法 ...

Group 1 - The report maintains a strong market rating for the biopharmaceutical industry, particularly focusing on AAV gene therapy advancements in neurology and ophthalmology, highlighting companies such as Kanghong, TEBIO, and Hite [2][3][20] - AAV gene therapy has shown rapid development due to its unique properties, including small size, non-pathogenicity, and the ability to be engineered for various tissue targeting, making it a promising treatment for genetic diseases [10][11][14] - The report emphasizes the commercial success of AAV gene therapies, with notable products like Novartis' Zolgensma exceeding $1 billion in sales, indicating a growing market potential for common diseases [24][27] Group 2 - The report identifies key players in the AAV gene therapy space, including multinational corporations (MNCs) like Sanofi, Bayer, and Roche, which are actively developing pipelines targeting CNS, ophthalmology, and metabolic diseases [20][33] - It highlights the ongoing clinical trials and advancements in AAV gene therapies for common diseases, particularly in the CNS and ophthalmology sectors, with a focus on the potential of new AAV vectors to cross the blood-brain barrier [35][37] - The report suggests that domestic companies such as Kanghong, TEBIO, and Hite are well-positioned in the AAV gene therapy landscape, with diverse and rapidly progressing pipelines [42]

Core Viewpoint - The Ministry of Industry and Information Technology of China has officially announced the first batch of "Biomanufacturing Iconic Products," which includes 36 products from various companies, marking a significant step in technological innovation and industrial upgrading in the biomanufacturing sector [1]. Summary by Relevant Sections Biomanufacturing Iconic Products - The list includes 36 companies such as Beijing Shulang Biotechnology, Micro Yuan Synthesis, and Qilu Pharmaceutical, showcasing the diversity and innovation within the biomanufacturing industry [1]. - The products range from biopharmaceuticals to food additives, indicating a broad application of biomanufacturing technologies across different sectors [1]. Notable Products - Ethanol Clostridium protein produced by Beijing Shulang is a feed protein supplement derived from microbial fermentation using industrial waste gases [4]. - Alotose, produced by Micro Yuan Synthesis, is a low-calorie sweetener that enhances production efficiency through microbial fermentation [4]. - Polyhydroxyalkanoate (PHA) from Beijing Microstructure is a biodegradable material that can replace plastics, reducing environmental pollution [4]. - CAR-T cell therapy product, Nakiolun, developed by Huyuan Biotechnology, shows significant advancements in cancer treatment [4]. - Various other products include natural extracts, amino acids, and vaccines, highlighting the innovative approaches in biomanufacturing [4][5][6][7]. Industry Significance - The announcement reflects the government's commitment to promoting the biomanufacturing industry, which is crucial for technological advancement and economic growth [1]. - The diversity of products indicates a growing trend towards sustainable and environmentally friendly manufacturing practices within the industry [1].

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 "Buy" rating for the company [4] Core Views - The company is positioned as a leader in the ophthalmology sector, actively developing multiple next-generation products targeting retinal diseases, including gene therapies (KH631, KH658) and high-concentration Conbercept, focusing on long-acting treatments [6][9] - The global sales of Faricimab are projected to reach CHF 3.864 billion (approximately USD 4.4 billion) in 2024, reflecting a 68% year-on-year growth, indicating the commercial value of long-acting treatments for retinal diseases [6][9] - The company has a robust pipeline with significant advancements in gene therapy and other innovative drugs, which are expected to contribute to steady revenue growth in the coming years [6][18] Summary by Sections Section 1: Gene Therapy in Ophthalmology - The company is advancing gene therapies that show superior safety profiles compared to major competitors, with KH631 demonstrating a lower incidence of adverse effects in clinical trials [11][12] - The clinical data for KH631 indicates potential for over two years of dosing intervals, enhancing its market appeal [9][14] Section 2: Expansion into New Fields - The company is diversifying its portfolio with several new drugs in clinical trials outside of ophthalmology, including treatments for glioblastoma, postpartum depression, and pain management [18][19] - The innovative nature of these drugs positions the company favorably for international market opportunities [18][19]

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]