Group 1 - The core viewpoint of the news is the strong performance of the Chinese traditional medicine sector, highlighted by the rise of the Zhongzheng Traditional Chinese Medicine Index and its constituent stocks following a new policy from the Liaoning Provincial Medical Insurance Bureau [1][2] - The Zhongzheng Traditional Chinese Medicine Index (930641) increased by 1.62%, with notable gains from Tian Shili (600535) up 8.03%, Xin Tian Pharmaceutical (002873) up 7.01%, and Da Ren Tang (600329) up 6.07% [1] - The new policy includes the integration and regulation of three types of medical service pricing, specifically incorporating 39 medical service items, including "traditional Chinese medicine plaster," into the provincial basic medical insurance and work injury insurance fund payment scope, effective from August 20, 2025 [1] Group 2 - Dongwu Securities indicates that the innovative drug industry in China has reached a turning point, with significant advancements in both policy and research and development [2] - The policy framework, including the "Full Chain Support for Innovative Drug Development Implementation Plan," provides support across payment, approval, and financing sectors, facilitating industry growth [2] - As of Q1 2025, the coverage of First-in-Class (FIC) innovative drugs in China reached 40%, with a notable presence of dual-antibody pipelines at the 2025 ASCO conference, indicating global academic recognition [2] Group 3 - As of July 31, 2025, the top ten weighted stocks in the Zhongzheng Traditional Chinese Medicine Index accounted for 54.58% of the index, with key players including Yunnan Baiyao (000538) and Pian Zai Huang (600436) [3]

Market Performance - The Chinese medicine sector rose by 0.48% on August 15, with Xintian Pharmaceutical leading the gains [1] - The Shanghai Composite Index closed at 3696.77, up 0.83%, while the Shenzhen Component Index closed at 11634.67, up 1.6% [1] Top Gainers in Chinese Medicine Sector - Xintian Pharmaceutical (002873) closed at 12.55, up 9.99% with a trading volume of 427,800 shares and a transaction value of 506 million [1] - Zhongsheng Pharmaceutical (002317) closed at 22.53, up 8.58% with a trading volume of 785,800 shares and a transaction value of 1.733 billion [1] - Tailong Pharmaceutical (600222) closed at 7.00, up 3.24% with a trading volume of 549,000 shares and a transaction value of 381 million [1] Market Trends and Capital Flow - The Chinese medicine sector experienced a net outflow of 140 million from institutional investors, while retail investors saw a net inflow of 64.6 million [2] - The top stocks with significant capital inflow included Zhongsheng Pharmaceutical with a net inflow of 124 million from institutional investors [3] - Xintian Pharmaceutical had a net inflow of 98.3 million from institutional investors, despite a net outflow from retail investors [3]

天眼查商业履历信息显示，贵阳新天药业股份有限公司，成立于1995年，位于贵阳市，是一家以从事医 药制造业为主的企业。企业注册资本24410.3806万人民币，实缴资本4057万人民币。公司法定代表人为 董大伦。 通过天眼查大数据分析，贵阳新天药业股份有限公司共对外投资了13家企业，参与招投标项目1996次， 知识产权方面有商标信息322条，专利信息106条，此外企业还拥有行政许可420个。 来源：金融界 金融界消息 截至2025年8月12日收盘，新天药业（002873）报收于11.49元，下跌1.63%，换手率 8.96%，成交量21.39万手，成交金额2.47亿元。 资金流向方面，今日主力资金净流出2835.65万元，占比成交额11.47%。其中，超大单净流出1280.26万 元、占成交额5.18%，大单净流出1555.39万元、占成交额6.29%，中单净流出流出3375.87万元、占成交 额13.65%，小单净流入6211.52万元、占成交额25.12%。 新天药业最新一期业绩显示，截至2025中报，公司营业总收入3.58亿元、同比减少18.88%，归属净利润 576.61万元，同比减少80.99%，扣非 ...

Company Overview - As of August 8, 2025, Xintian Pharmaceutical's stock price is 11.00 yuan, an increase of 0.40 yuan, representing a rise of 3.77% compared to the previous trading day [1] - The stock opened at 10.55 yuan, reached a high of 11.30 yuan, and a low of 10.53 yuan, with a trading volume of 324,100 hands and a transaction value of 352 million yuan [1] Corporate Actions - On the evening of August 8, the company announced the completion of business registration changes and obtained a renewed business license [1] - This follows a temporary shareholders' meeting held on July 29, 2025, where proposals to increase registered capital and amend the company’s articles of association were approved [1] Capital Flow - On August 8, the net inflow of main funds was 15.98 million yuan, accounting for 0.61% of the circulating market value [1] - Over the past five days, the net outflow of main funds was 63.61 million yuan, representing 2.42% of the circulating market value [1]

（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]