（编辑 任世碧） 证券日报网讯 8月8日晚间，新天药业发布公告称，公司于2025年7月29日召开2025年第一次临时股东 会，审议通过了《关于增加公司注册资本及修改〈贵阳新天药业股份有限公司章程〉并办理工商变更登 记等事项的议案》。公司近日已完成了章程备案以及相关工商变更登记手续，并取得了贵阳国家高新技 术产业开发区行政审批局换发的营业执照。 ...

证券代码：002873 证券简称：新天药业 公告编号：2025-048 贵阳新天药业股份有限公司 关于完成工商变更登记并换发营业执照的公告 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。 贵阳新天药业股份有限公司（以下简称"公司"）于 2025 年 7 月 29 日召开 2025 年第一次临时股东会，审议通过了《关于增加公司注册资本及修改〈贵阳 新天药业股份有限公司章程〉并办理工商变更登记等事项的议案》，具体内容详 见公司于 2025 年 7 月 30 日刊登在巨潮资讯网（http://www.cninfo.com.cn）及指 定媒体的公告。 名称：贵阳新天药业股份有限公司 统一社会信用代码：91520115214595556N 类型：其他股份有限公司（上市） 住所：贵州省贵阳市贵阳国家高新技术产业开发区新添大道 114 号 法定代表人：董大伦 公司近日已完成了章程备案以及相关工商变更登记手续，并取得了贵阳国家 高新技术产业开发区行政审批局换发的营业执照，具体情况如下： 一、本次工商变更登记主要事项 本次工商变更登记事项为公司注册资本： 变更前注册资本：贰亿叁 ...

陇神戎发涨超10%，奇正藏药此前涨停，粤万年青、新天药业、盘龙药业、佛慈制药等跟涨。 (本文来自第一财经) ...

每经AI快讯，8月4日，中药股探底回升，陇神戎发一度涨超10%，奇正藏药此前涨停，粤万年青、新天 药业、盘龙药业、佛慈制药等跟涨。 （文章来源：每日经济新闻） ...

A股中药板块高开，奇正藏药4连板，新天药业、太龙药业、贵州百灵、维康药业、康缘药业跟涨。 ...

Market Performance - The two markets opened lower on Friday, with the Shanghai Composite Index closing at 3559.95 points, down 0.37%, and the Shenzhen Component down 0.17% [1] - The total trading volume was 15,984 billion, a significant decrease of 3,377 billion (-17.44%) compared to Thursday [1] - Over 80% of industry sectors saw gains, with warehousing logistics, construction decoration, software, paper printing, and ecological environment sectors leading the rise [1] Industry Highlights - The Chinese medicine sector experienced a significant surge, with Weikang Pharmaceutical hitting the 20% daily limit, alongside other companies like Tianmu Pharmaceutical and Guizhou Bailin also reaching the limit [1] - The photovoltaic sector also performed well, with Jiejia Weichuang and Shuangliang Energy both hitting the daily limit [1] Technical Analysis - The three major indices showed a volume contraction and closed with long upper shadows, indicating a potential reversal after five consecutive weeks of gains [2] - The Shanghai Composite, Shenzhen Component, and ChiNext Index fell by 0.94%, 1.58%, and 0.74% respectively for the week, with total trading volume at 8.93 trillion, down 1.76% from the previous week [2] Investment Strategy - Companies are advised to reduce positions in high-flying stocks that have seen significant gains, while looking to invest in undervalued small and mid-cap growth stocks that have shown strong performance in Q1 and exceeded expectations in H1 [2] - There is a recommendation to allocate some resources towards brokerage stocks in anticipation of the upcoming half-year and third-quarter earnings reports [2]

Market Overview - As of August 1, the Shanghai Composite Index closed at 3559.95 points, with a decline of 0.37%. The Shenzhen Component Index closed at 10991.32 points, down 0.17%, and the ChiNext Index closed at 2322.63 points, decreasing by 0.24% [1]. Trading Volume Analysis - A total of 1503 stocks saw an increase in average transaction volume, with 31 stocks experiencing a rise of over 50%. Conversely, 3051 stocks reported a decrease in average transaction volume [1]. - Notable stocks with significant increases in average transaction volume include Kecuan Technology, Shenghui Integration, and Zhengzhong Design [1]. Active Stocks by Transaction Volume - The stocks with the highest increase in average transaction volume on August 1 include: - Kecuan Technology: 9.99% increase, average transaction volume of 1014 shares, up 193.10% [3]. - Shenghui Integration: 10.00% increase, average transaction volume of 672 shares, up 191.70% [3]. - Zhengzhong Design: 10.00% increase, average transaction volume of 2134 shares, up 168.74% [3]. Active Stocks by Transaction Count - The stocks with the highest increase in transaction count on August 1 include: - Anzheng Fashion: -1.69% change, with 68,433 transactions, up 1618.56% [2]. - Yingweike: 2.04% change, with 218,079 transactions, up 1082.38% [2]. - Zhongjiabo Chuang: -3.90% change, with 48,487 transactions, up 656.19% [2]. Stocks with Significant Increases in Both Volume and Count - Kecuan Technology stands out with a 9.99% increase, an average transaction volume of 1014 shares (up 193.10%), and a transaction count of 16,921 (up 126.52%) [4]. - Other notable stocks include: - Jiejia Weichuang: 20.00% increase, average transaction volume of 838 shares (up 130.45%), and 57,709 transactions (up 121.19%) [4]. - Riyi Electronics: 10.01% increase, average transaction volume of 846 shares (up 113.00%), and 25,112 transactions (up 161.72%) [4].

Core Viewpoint - On the first trading day of August, China's A-shares experienced a correction with major indices declining, but the traditional Chinese medicine sector showed resilience, rising significantly [1] Market Performance - The traditional Chinese medicine sector increased by 3.39%, leading all industry sectors in A-shares [1] - Notable individual stocks included Weikang Pharmaceutical, Tianmu Pharmaceutical, Xintian Pharmaceutical, and Huason Pharmaceutical, with Weikang Pharmaceutical achieving approximately a 20% increase [1] - The Shanghai Composite Index closed at 3559 points, down 0.37%; the Shenzhen Component Index closed at 10991 points, down 0.17%; and the ChiNext Index closed at 2322 points, down 0.24% [1] - The total trading volume in the Shanghai and Shenzhen markets was approximately 15,984 billion RMB, a decrease of about 3,377 billion RMB compared to the previous trading day [1] Industry Developments - The Long Triangle Traditional Chinese Medicine Concept Verification and Achievement Transformation Center was officially launched, aiming to address early bottlenecks in the transformation of traditional Chinese medicine achievements [1] Analyst Insights - According to Guo Yiming, Director of Investment Advisory at Jifeng Investment Consulting, the decline in A-shares on August 1 was primarily a technical adjustment due to the indices reaching a phase high, coupled with profit-taking [1] - The overall outlook remains positive, with the fundamental recovery of the Chinese economy, improved market liquidity, and supportive policies indicating limited downward space for the indices in the future [1]

Market Performance - As of August 1, the pharmaceutical e-commerce sector rose by 1.51%, ranking 9th among concept sectors, with 114 stocks increasing in value [1] - Notable gainers included Weikang Pharmaceutical with a 20% limit-up, and New Tian Pharmaceutical, Huason Pharmaceutical, and Qizheng Tibetan Medicine also hitting the limit-up [1] - The top performers in the sector were Shenzhou Pharmaceutical, Dajia Weikang, and Zhongsheng Pharmaceutical, with increases of 23.15%, 8.87%, and 7.49% respectively [1] Capital Flow - The pharmaceutical e-commerce sector saw a net inflow of 899 million yuan from main funds, with 84 stocks receiving net inflows [2] - Leading the net inflow was Zhongsheng Pharmaceutical with 533 million yuan, followed by Huason Pharmaceutical, Taiji Group, and New Tian Pharmaceutical with net inflows of 111 million yuan, 98 million yuan, and 82 million yuan respectively [2] Stock Performance - New Tian Pharmaceutical, Weikang Pharmaceutical, and Kefu Medical had the highest net inflow ratios at 43.47%, 16.51%, and 15.73% respectively [3] - The top stocks in the pharmaceutical e-commerce sector based on net inflow included Zhongsheng Pharmaceutical, Huason Pharmaceutical, and Taiji Group, with respective daily increases of 7.49%, 10.03%, and 4.09% [3] Decliners - The stocks with the largest declines included Erkang Pharmaceutical, Kangzhi Pharmaceutical, and Laimei Pharmaceutical, which fell by 9.59%, 7.15%, and 5.81% respectively [1][10] - The overall market showed mixed performance with some sectors experiencing significant losses while others gained traction [10]

7月30日晚，新天药业（002873）(002873.SZ)发布2025年半年报，上半年公司实现营业收入3.58亿元， 同比下降18.88%；实现归属于上市公司股东的净利润约为576.61万元，同比下降80.99%。 总部位于贵阳的新天药业主营中成药业务，以妇科类、泌尿系统疾病类用药为主，还涵盖口腔类、乳腺 甲状腺类、抗感冒类、清热类、补血类、心血管疾病类、抗肿瘤类等领域疾病用药。据公开信息，公司 旗下和颜 坤泰胶囊、坤立舒 苦参凝胶、宁泌泰 宁泌泰胶囊、即瑞 夏枯草口服液等多个主打品种均为国 内独家品种和国家医保目录品种，凭借突出的临床疗效，已经实现单品过亿的市场规模。 5月27日晚，微博等社交媒体上出现落款为四川省卫健委的文件《关于对举报材料的进行核查的通知》 及附件，附件为举报信形式，列举了新天药业当地分公司的商业贿赂的对象，包括四川省内的绵阳、广 安、遂宁等地医院，网传举报信称，新天药业通过虚假病例收集、虚假科普项目向用药医生输送利益。 几天后，四川省卫生健康委调查组于5月31日通报称，上述调查情况举报信涉及医疗机构人员125人，其 中6人信息重复，1人信息不实，核实为118人，分布在36家医疗机构。 ...