Group 1 - The company, Kailaiying, announced its participation in the "2025 Tianjin Listed Companies Investor Online Collective Reception Day" [2] - The event is scheduled to take place on September 11, 2025 [2]

Group 1 - The company, Kailaiying Pharmaceutical Group, will participate in an online investor interaction event organized by Tianjin Securities Regulatory Bureau and other associations [1] - The event is scheduled for September 11, 2025, from 15:00 to 17:00, and will be conducted remotely [1] - Company directors and senior management will communicate with investors regarding the company's 2025 semi-annual performance, governance, development strategy, and operational status [1]

届时部分董事及高级管理人员将在线就公司2025年半年度业绩、公司治理、发展战略、经营状况等投资 者关心的问题，与投资者进行沟通与交流，欢迎广大投资者踊跃参与！ 格隆汇9月8日丨凯莱英(06821.HK)公告，为进一步加强与投资者的互动交流，凯莱英医药集团(天津)股 份有限公司(以下简称"公司")将参加由天津证监局指导、天津上市公司协会及深圳市全景网络有限公司 联合举办的"2025年天津辖区上市公司投资者网上集体接待日活动"，现将有关事项公告如下： 本次活动将采用网络远程的方式举行，投资者可登录"全景路演"网站(http://rs.p5w.net)；或关注微信公 众号(名称：全景财经)；或下载全景路演APP，参与本次互动交流。活动时间为2025年9月11日(周 四)15:00-17:00。 ...

香港交易及結算所有限公司及香港聯合交易所有限公司對本公告的內容概不負責，對其 準確性或完整性亦不發表任何聲明，並明確表示，概不對因本公告全部或任何部份內容 而產生或因倚賴該等內容而引致的任何損失承擔任何責任。 Asymchem Laboratories (Tianjin) Co., Ltd. 凱萊英醫藥集團（天津）股份有限公司 （於中華人民共和國註冊成立的股份有限公司） （股份代號：6821） 海外監管公告 本海外監管公告乃由本公司根據香港聯合交易所有限公司證券上市規則第13.10B條作出。 茲載列本公司在深圳證券交易所網站刊登的以下資料中文全文，僅供參閱。 承董事會命 凱萊英醫藥集團（天津）股份有限公司 Hao Hong博士 董事長、執行董事兼首席執行官 证券代码：002821 证券简称：凯莱英 公告编号：2025-059 凯莱英医药集团（天津）股份有限公司 关于参加 2025 年天津辖区上市公司投资者 网上集体接待日活动的公告 中國天津，二零二五年九月八日 於本公告日期，本公司董事會由董事長兼執行董事 Hao Hong 博士，執行董事楊蕊女士 、張達先生及洪亮先生，非執行董事 Ye Song 博士及張婷女 ...

本公司及全体董事会成员保证公告内容真实、准确和完整，不存 在虚假记载、误导性陈述或重大遗漏。 为进一步加强与投资者的互动交流，凯莱英医药集团（天津）股份有限公司 （以下简称"公司"）将参加由天津证监局指导、天津上市公司协会及深圳市全 景网络有限公司联合举办的"2025 年天津辖区上市公司投资者网上集体接待日 活动"，现将有关事项公告如下： 证券代码：002821 证券简称：凯莱英 公告编号：2025-059 凯莱英医药集团（天津）股份有限公司 关于参加 2025 年天津辖区上市公司投资者 网上集体接待日活动的公告 本次活动将采用网络远程的方式举行，投资者可登录"全景路演"网站 （http://rs.p5w.net）；或关注微信公众号（名称：全景财经）；或下载全景路 演 APP，参与本次互动交流。活动时间为 2025 年 9 月 11 日（周四）15:00-17:00。 届时部分董事及高级管理人员将在线就公司 2025 年半年度业绩、公司治理、 发展战略、经营状况等投资者关心的问题，与投资者进行沟通与交流，欢迎广大 投资者踊跃参与！ 特此公告！ 凯莱英医药集团（天津）股份有限公司董事会 二〇二五年九月九日 ...

9月8日，凯莱英盘中上涨2.02%，截至13:33，报110.46元/股，成交7.73亿元，换手率2.24%，总市值 398.31亿元。 资金流向方面，主力资金净流出537.36万元，特大单买入6632.97万元，占比8.58%，卖出6180.11万元， 占比8.00%；大单买入1.64亿元，占比21.23%，卖出1.74亿元，占比22.51%。 凯莱英今年以来股价涨47.29%，近5个交易日跌0.29%，近20日涨10.66%，近60日涨21.65%。 今年以来凯莱英已经1次登上龙虎榜，最近一次登上龙虎榜为8月8日，当日龙虎榜净买入-1.80亿元；买 入总计3.83亿元 ，占总成交额比19.59%；卖出总计5.64亿元 ，占总成交额比28.81%。 资料显示，凯莱英医药集团(天津)股份有限公司位于天津经济技术开发区第七大街71号，成立日期1998 年10月7日，上市日期2016年11月18日，公司主营业务涉及提供CMO医药外包服务。主营业务收入构成 为：小分子CDMO解决方案76.19%，新兴服务23.71%，其他0.10%。 凯莱英所属申万行业为：医药生物-医疗服务-医疗研发外包。所属概念板块包括：CRO ...

Investment Rating - The report maintains an "Accumulate" rating for the pharmaceutical and biotechnology industry [7] Core Insights - The report highlights that the pharmaceutical sector is experiencing a rebound, particularly in innovative drugs and their supply chains, with a strong emphasis on the potential for a second wave of innovation over the next 5-10 years [3][4][12] - The report indicates that the recent market adjustments have not altered the fundamental industry logic, and the core theme for innovative drugs is "disruption" [3][4][14] Summary by Sections 1. Industry Performance - The pharmaceutical index increased by 1.40% during the week of September 1-5, underperforming the ChiNext index but outperforming the CSI 300 index [12] - The market has shown a tendency for larger stocks to perform better than smaller ones, with innovative drugs and their supply chains being the main focus [2][3] 2. Recent Review - The report notes a significant rebound in the market after a period of adjustment, with innovative drugs remaining the strongest sector [3][4] - The report emphasizes that the recent adjustments in innovative drug stocks are primarily market-driven and do not reflect changes in industry fundamentals [3][4][14] 3. Future Outlook - The report suggests a continued focus on innovative drugs, particularly overseas large pharmaceuticals and small to mid-cap technology revolutions, with an optimistic outlook for 2025 [4][15] - Key investment themes include innovative drugs, new technologies like brain-computer interfaces and AI in medicine, and internationalization of research instruments and equipment [4][15][16] 4. Strategic Allocation - The report outlines specific companies to focus on within the innovative drug sector, including major players like Innovent Biologics and BeiGene, as well as smaller firms involved in gene therapy and weight loss drugs [16][17] - It also highlights opportunities in new technologies and internationalization, suggesting a diversified approach to investment within the pharmaceutical sector [16][18]

Group 1 - The A-share innovative drug sector experienced a strong rebound, with the Biopharmaceutical ETF (159839) rising by 4.17% and a trading volume exceeding 44 million yuan [1] - The Biopharmaceutical ETF (159839) has seen a net inflow of over 15 million yuan for two consecutive days [1] - Several innovative drug companies reported significant stock price increases, with notable gains including 9.99% for Zhaoyan New Drug and 7.53% for Changchun High-tech [2] Group 2 - The pharmaceutical industry is experiencing structural differentiation, with a 0.7% decline in revenue and a 1.5% increase in net profit for listed companies in the first half of 2025 [3] - Leading innovative drug companies are achieving profitability, driven by strong sales of key products such as Zebutinib and Furmetinib [3] - The innovative drug sector is expected to benefit from improved policies and a downward trend in global central bank interest rates, which may enhance long-term valuations [4] Group 3 - The CXO industry is entering a recovery phase, with a resurgence in overseas demand expected by the end of 2023, leading to a recovery in domestic head companies' orders in 2024 [5] - The domestic innovative drug assets are progressing into late clinical stages, with increasing validation of clinical data and a clear trend towards internationalization [5]

Core Viewpoint - The medical services sector experienced a significant increase of 3.79% on September 5, with Zhaoyan New Drug leading the gains [1] Market Performance - The Shanghai Composite Index closed at 3812.51, up 1.24% - The Shenzhen Component Index closed at 12590.56, up 3.89% [1] Individual Stock Performance - Zhaoyan New Drug (603127) closed at 34.01, up 9.99% with a trading volume of 578,000 shares and a transaction value of 1.905 billion yuan - Tiger Medical (300347) closed at 66.58, up 6.66% with a trading volume of 146,300 shares and a transaction value of 950 million yuan - Kailaiying (002821) closed at 108.27, up 6.44% with a trading volume of 114,500 shares and a transaction value of 1.213 billion yuan - Posens (301257) closed at 49.20, up 5.81% with a trading volume of 84,700 shares and a transaction value of 407 million yuan - Kanglong Chemical (300759) closed at 31.30, up 5.56% with a trading volume of 615,400 shares and a transaction value of 1.887 billion yuan - WuXi AppTec (603259) closed at 107.40, up 5.36% with a trading volume of 802,300 shares and a transaction value of 8.39 billion yuan - Jiuzhou Pharmaceutical (603456) closed at 19.15, up 5.22% with a trading volume of 441,000 shares and a transaction value of 827 million yuan - ST Biological (000504) closed at 9.68, up 4.99% with a trading volume of 49,800 shares and a transaction value of 4.749 million yuan - Nossger (301333) closed at 58.02, up 4.94% with a trading volume of 56,100 shares and a transaction value of 32.2 million yuan - Boteng Co., Ltd. (300363) closed at 25.90, up 4.73% with a trading volume of 396,800 shares and a transaction value of 1.011 billion yuan [1] Capital Flow - The medical services sector saw a net inflow of 423 million yuan from institutional investors, while retail investors experienced a net outflow of 58.5864 million yuan [1]

Group 1 - The CRO (Contract Research Organization) concept stocks in the A-share market have shown strong performance, with notable gains in several companies [1] - Zhaoyan New Drug approached the daily limit increase with a rise of 9.12%, while other companies like Kailaiying, Nossger, and Kanglong Chemical also saw increases exceeding 5% [1][2] - The total market capitalization of Zhaoyan New Drug is 25.3 billion, and it has achieved a year-to-date increase of 103.06% [2] Group 2 - Kailaiying's stock rose by 5.48%, with a total market capitalization of 38.7 billion and a year-to-date increase of 42.84% [2] - Nossger and Kanglong Chemical experienced increases of 5.44% and 5.19%, respectively, with market capitalizations of 5.631 billion and 55.5 billion [2] - Other companies such as Sunshine Nuohuo and Boteng also reported gains of over 5%, with year-to-date increases of 109.05% and 64.55% respectively [2]