Market Overview - A-shares showed resilience against external market pressures, with major indices recovering after a low opening, resulting in the Shanghai Composite Index rising by 4.40 points (0.11%) to 4080.31 points, the Shenzhen Component Index increasing by 90.46 points (0.65%) to 14043.17 points, and the ChiNext Index up by 21.17 points (0.65%) to 3281.45 points [1] Sector Performance - The chemical sector saw strong performance, with stocks like Cangzhou Dahua, Jinniu Chemical, Baichuan Co., and Baihehua hitting the daily limit [1] - The humanoid robot concept stocks were active, with companies such as Wuzhou Xinchun, Liancheng Precision, and Tianqi Co. also reaching the daily limit [1] - The non-ferrous metals sector showed signs of recovery, with Hunan Gold and Xianglu Tungsten hitting the daily limit [1] - The traditional Chinese medicine sector opened strong, with stocks like Te Yi Pharmaceutical reaching the daily limit [1] Policy Support - The Chinese government, through the Ministry of Industry and Information Technology and other departments, issued a development plan for the traditional Chinese medicine industry, aiming for a collaborative development system by 2030, which is expected to boost the sector's growth [2] Price Dynamics - The price of disperse dyes surged due to a significant increase in the cost of upstream key intermediates, rising from 25,000 yuan/ton to 38,000 yuan/ton, a more than 50% increase, which is expected to drive up prices in the textile dyeing industry as demand increases post-Spring Festival [3] Market Challenges - The liquor sector faced downward pressure, with stocks like Huangtai Liquor hitting the daily limit down, attributed to a decline in demand following the consumption peak around the Spring Festival and increased competition leading to price cuts [4] - AI application stocks experienced declines, with companies like Yaowang Technology and Zhejiang Wenhu falling to the daily limit due to concerns over technology maturity and unclear business models [5] - The optical module and CPO sectors continued to adjust, with stocks like Yuanjie Technology and Xinyisheng dropping over 6% as market expectations normalized [6] Institutional Insights - Zhongjin Securities noted that despite external pressures, there are no typical bull market top signals in Chinese stocks, with ample liquidity and improving earnings, suggesting a continued positive outlook for Chinese asset revaluation [7] - Tianfeng Securities highlighted the fragility of market sentiment, indicating that any news could trigger short-term sell-offs, particularly in the gold market [7] - Huachuang Securities observed a strong recovery in consumer markets expected for the 2026 Spring Festival, driven by government-led consumption initiatives, suggesting potential growth in sectors like dining, tourism, and retail [7]

Group 1 - The Chinese medicine (core stocks) sector experienced a significant rise, with notable increases in stock prices for companies such as Zhendong Pharmaceutical (+19.16%) and Shengwugu (+13.86%) [1][2] - The Ministry of Industry and Information Technology and seven other departments recently issued the "Implementation Plan for the High-Quality Development of the Chinese Medicine (Core Stocks) Industry (2026-2030)", aiming to establish a collaborative development system for the entire industry chain by 2030 [2][3] Group 2 - The plan outlines six major actions, including improving raw material quality and supply, enhancing manufacturing capabilities, and promoting the revitalization of the national medicine industry, with 15 specific tasks to be implemented [3] - The initiative aims to cultivate 60 high-standard Chinese medicine raw material production bases and support the establishment of 10 major traditional Chinese medicine varieties, while also promoting innovation in Chinese medicine products [3][4] Group 3 - Companies involved in the planting and processing of Chinese medicinal materials are expected to benefit from the establishment of high-standard production bases and the development of modern seed industries, leading to standardized and large-scale growth opportunities [4] - Firms focusing on innovative research and development in Chinese medicine will gain from the encouragement of AI and big data technologies, which will facilitate the transformation of classic formulas into innovative drugs [4][5] Group 4 - The plan includes the construction of 20 smart factories and 10 green factories, which will enhance production efficiency and product quality through digital transformation [4][5] - Companies like Te Yi Pharmaceutical and Hongri Pharmaceutical are positioned to benefit from the promotion of traditional Chinese medicine products and the digitalization of manufacturing processes, respectively [6]

登录新浪财经APP 搜索【信披】查看更多考评等级 证券代码：002864 证券简称：盘龙药业 公告编号：2026-005 陕西盘龙药业集团股份有限公司 关于注销部分募集资金账户的公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚假记载、误导性陈述或重大遗 漏。 一、募集资金基本情况 二、募集资金管理情况 为了规范募集资金的管理和使用，提高资金使用效率和效益，保护投资者权益，本公司按照《中华人民 共和国公司法》、《中华人民共和国证券法》、《上市公司募集资金监管规则》、《深圳证券交易所上 市公司自律监管指引第1号一一主板上市公司规范运作（2025年修订）》等有关法律、法规和规范性文 件的规定，结合公司实际情况，制定了《募集资金管理制度》，对募集资金实行专户存储管理。 公司与保荐机构中泰证券股份有限公司及中国银行股份有限公司西安高新技术开发区支行、西安银行股 份有限公司纺织城支行、招商银行股份有限公司西安分行于2023年10月19日分别签订了《募集资金三方 监管协议》，三方监管协议与深圳证券交易所三方监管协议范本不存在重大差异，公司在使用募集资金 时已经严格遵照履行。 截至本公告披露日，公司向特 ...

盘龙药业公告称，2023年9月公司向特定对象发行935.27万股，发行价32.29元/股，募集资金总额3.02亿 元，净额2.95亿元。公司此前与保荐机构及相关银行签订《募集资金三方监管协议》。截至公告披露 日，用于"中药配方颗粒研发及产业化项目"的中国银行西安软件园支行账户（账号103307746042）已无 余额，于2026年办理注销手续，对应监管协议同步终止。 ...

证券代码：002864 证券简称：盘龙药业 公告编号：2026-005 经立信会计师事务所（特殊普通合伙）审验，并由其出具信会师报字[2023] 第 ZF11235 号验资报告。 二、募集资金管理情况 为了规范募集资金的管理和使用，提高资金使用效率和效益，保护投资者权 益，本公司按照《中华人民共和国公司法》、《中华人民共和国证券法》、《上 市公司募集资金监管规则》、《深圳证券交易所上市公司自律监管指引第 1 号 ——主板上市公司规范运作（2025 年修订）》等有关法律、法规和规范性文件 的规定，结合公司实际情况，制定了《募集资金管理制度》，对募集资金实行专 户存储管理。 陕西盘龙药业集团股份有限公司 1 关于注销部分募集资金账户的公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚假 记载、误导性陈述或重大遗漏。 公司与保荐机构中泰证券股份有限公司及中国银行股份有限公司西安高新 技术开发区支行、西安银行股份有限公司纺织城支行、招商银行股份有限公司西 安分行于 2023 年 10 月 19 日分别签订了《募集资金三方监管协议》，三方监管 协议与深圳证券交易所三方监管协议范本不存在重大差异，公司 ...

格隆汇2月3日丨盘龙药业(002864.SZ)公布，董事朱文锋先生持有公司股份90,000股（占剔除公司已回购 股份的总股本比例为0.0850%），计划在本公告披露之日起15个交易日后的3个月内，以集中竞价方式 减持本公司股份不超过22,500股（占剔除公司已回购股份的总股本比例为0.0212%）。 ...

陕西盘龙药业集团股份有限公司 关于董事减持股份预披露公告 董事朱文锋先生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： 陕西盘龙药业集团股份有限公司（以下简称"公司"）董事朱文锋先生持有 公司股份 90,000 股（占剔除公司已回购股份的总股本比例为 0.0850%），计划 在本公告披露之日起 15 个交易日后的 3 个月内，以集中竞价方式减持本公司股 份不超过 22,500 股（占剔除公司已回购股份的总股本比例为 0.0212%）。 证券代码：002864 证券简称：盘龙药业 公告编号：2026-004 5、占剔除公司已回购股份的总股本比例：不超过 0.0212%，且减持数量未 公司近日收到公司董事朱文锋先生出具的《股份减持计划告知函》，现将具 体情况公告如下： 一、股东的基本情况 | 股东名称 | 职务 | 持股数量（股） | 占剔除公司已回购股 份的总股本比例（%） | | --- | --- | --- | --- | | 朱文锋 | 董事 | 90,000 | 0.0850 | 二、本 ...

Group 1 - The core product under development by the company, the flurbiprofen patch, has received approval for clinical trials from the National Medical Products Administration [1] - The flurbiprofen patch, developed by Taisho Pharmaceutical Co., Ltd., was first approved in Japan in July 1998 and is intended for pain relief and anti-inflammatory treatment for conditions such as osteoarthritis and muscle pain [1] - The product is classified as a Class 3 chemical drug and is considered an import substitute with clinical value, as the original drug is not yet available in the domestic market [1] Group 2 - The market for flurbiprofen topical formulations is significant, with sales of flurbiprofen gel patches projected to reach 2.839 billion yuan in 2024 and 2.350 billion yuan in the first three quarters of 2025 [2] - If the clinical trials for the flurbiprofen patch proceed successfully, it is expected to capture market share due to its technological advantages, creating a differentiated competitive landscape [2] - The company aims to enhance its product portfolio in the musculoskeletal field, complementing its core products and establishing a comprehensive "oral + topical" orthopedic solution, which will strengthen its brand and market barriers [2]

Group 1 - The company has received approval from the National Medical Products Administration for clinical trials of the drug Fluorobiphenyl Patch [1] - The product is designed with a controlled-release membrane, featuring a large drug load, low irritation, and reduced risk of skin allergies, making it suitable for chronic pain conditions [2] - The original research product has not yet been launched in the domestic market and is classified as a Class 3 chemical drug [1] Group 2 - The approval of this clinical trial is expected to enhance the company's product portfolio in the musculoskeletal field, complementing its core products and improving its "internal + external" orthopedic solutions [3] - The market for similar products, such as Fluorobiphenyl Gel Patch, is significant, with sales reaching 2.839 billion yuan in 2024 and 2.350 billion yuan in the first three quarters of 2025 [2]

Mergers and Acquisitions - Changling Hydraulic plans to acquire 12% of the company's shares at an offer price of 35.82 yuan per share [1] - Chip导科技 intends to purchase 100% equity of Jishun Technology for 403 million yuan and 17.15% equity of Shunlei Technology [2] Share Buybacks - Lexin Technology plans to repurchase shares worth between 50 million to 100 million yuan for employee stock ownership or equity incentives [3] - XGIMI Technology intends to repurchase shares worth between 50 million to 100 million yuan [3] - Lingyun Optical plans to change the purpose of 348.08 million shares for repurchase and cancel them [3] - Midea Group has spent 1.998 billion yuan to repurchase 0.35% of its shares [4] - GoerTek has spent 1.108 billion yuan to repurchase 1.14% of its shares [4] External Investments and Daily Operations - Weiyuan Co. has launched a 250,000 tons/year electrolyte solvent project [5] - Far East Co. signed contracts worth 3.075 billion yuan in January through its subsidiary [6] - Changchun Gaoxin's subsidiary GS3-007a has received approval for clinical trial application for a drug [7] - Aorui De plans to invest approximately 145 million yuan in purchasing computing power equipment to provide services to clients [7] - Electric Power Water Power intends to raise funds not exceeding 3.604 billion yuan through acquisition loans [7] - Guoneng Rixin plans to increase investment of 17.625 million yuan in controlling Sanas Zhihui to enhance new energy asset operation service capabilities [7] - Science plans to engage in molybdenum processing and sales to secure a stable resource supply for rhenium recycling [7] - Panlong Pharmaceutical has received approval for clinical trials of the drug Fluorobiphenyl Patch [8] - Hongxiang Co. plans to transfer 100% equity of Nantong Hanlan New Energy for 120 million yuan [9] - Daon Co. intends to acquire equity in a Vietnamese company for a total purchase price of approximately 15.737 million USD [10] Performance Changes - Shanghai Yizhong expects a net profit of 64.132 million yuan in 2025, a year-on-year increase of 819.42%, with its core product, injectable paclitaxel polymer micelles, included in the national medical insurance directory [11] - Lianyun Technology anticipates a 20.36% year-on-year increase in net profit in 2025, driven by growth in data storage main control chips [12]