Group 1 - The controlling shareholder Chengdu Local Construction Machinery Engineering Co., Ltd. and its concerted parties have reduced their shareholding in Huason Pharmaceutical Co., Ltd. from 70.00% to 68.76% through various trading methods [1][2] - A total of 5,193,650 shares were reduced, representing a decrease of 1.24% of the company's total share capital [1][2] - The shareholding structure post-reduction shows that Chengdu Local Construction and its concerted parties now hold 287,123,875 shares [1][2] Group 2 - The reduction of shares was executed in compliance with previously disclosed plans, and the total number of shares reduced is within the limits set by the reduction plan [2][3] - The reduction occurred between January 24, 2025, and June 9, 2025, with specific details on the number of shares sold through block trades and centralized bidding [1][2] - The announcement confirms that the information provided is accurate and complete, with no misleading statements or significant omissions [1]

证券代码：002907 证券简称：华森制药 公告编号：2025-051 重庆华森制药股份有限公司 关于控股股东及其一致行动人持股变动触及 1%整数 倍的公告 公司控股股东成都地方建筑机械化工程有限公司及其一致行动人游洪涛先生、 王瑛女士、上海添橙投资管理有限公司－添橙添利一号私募证券投资基金保证向本 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。 | 1．基本情况 | | | | | | --- | --- | --- | --- | --- | | 信息披露 | 成都地方建筑机械化工程有限公司（下称"成都地建"）、游 | | | | | 义务人 | 洪涛、王瑛、上海添橙投资管理有限公司－添橙添利一号私募 | | | | | | 证券投资基金（下称"添橙添利一号私募基金"） | | | | | | 成都地建地址：成都市郫都区安靖镇土地村 | | | | | | 游洪涛、王瑛住所：重庆市渝北区**** | | | | | 住所 | 添橙添利一号私募基金地址：上海市静安区南京西路 580 | | | 号 | | | 40 ...

Group 1: Research Basic Information - The research object is Huasen Pharmaceutical, belonging to the traditional Chinese medicine industry, and the reception time is June 9, 2025. The listed company's reception staff includes Zhou Zhiru, the representative of the securities affairs, and Long Jie, the commissioner of the securities affairs [17] Group 2: Detailed Research Institutions - The research institutions include Zhonggeng Fund (a fund management company) with researcher Li Niuniu, and Guojin Medicine (others) with researcher Wang Benben [18] Group 3: Proportion of Research Institutions - Fund management companies account for 50%, and others account for 50%, with 1 fund management company and 1 other institution [19] Group 4: Core Views - The five key Chinese patent medicines of the company maintained a good growth momentum in 2024 and Q1 2025, and the company focuses on their technology market promotion and access work, especially in non - grade public hospital channels [23] - The company's current sales terminal is mainly public hospitals, accounting for about 70%. It will actively layout the out - of - hospital market to increase its proportion [24] - In May 2025, Huasen Yinuo increased its stake in and controlled Aorui Pharmaceutical, integrating its R & D pipeline, team, and equipment. It now has 7 self - initiated Class 1.1 innovative drug R & D projects, with the most advanced one in clinical Ia/Ib phase [25] - The company's short - and medium - term R & D strategy focuses on product listing, and it has built a "333" pipeline pattern and multiple innovative drug R & D platforms [25][26]

Group 1: Financial Performance - The revenue of the five key traditional Chinese medicine products increased by 21.71% year-on-year in 2024, with 甘桔冰梅片 sales growing by 29.97% and 六味安神胶囊 by 23.38% [2] - In Q1 2025, the revenue of the five key products slightly increased by 0.93%, with 六味安神胶囊 growing by 32.10% and 痛泻宁颗粒 by 80.24% [2] Group 2: Market Strategy - The company focuses on expanding sales in non-grade public hospitals, including grassroots medical institutions, private hospitals, retail chains, and e-commerce platforms [3] - Currently, approximately 70% of sales are from public hospitals, with efforts to increase the share of sales from retail chains and e-commerce platforms [4] Group 3: R&D and Innovation - As of May 2025, the company has integrated with 成都奥睿药业, enhancing its R&D capabilities with 7 innovative drug projects in development targeting various cancers and autoimmune diseases [5] - The lead project, ORIC-1940, is in clinical phase Ia/Ib and aims to be the first innovative drug for secondary hemophagocytic lymphohistiocytosis in China [5] - The company has established a "three-three-three" pipeline structure and has applied for 35 patents, including 17 PCT patents, with 9 granted [6]

华森制药今日下跌8.23%，全天换手率18.14%，成交额11.61亿元，振幅13.67%。龙虎榜数据显示，机构 净买入4036.35万元，深股通净卖出274.01万元，营业部席位合计净卖出5714.39万元。 | 买/ | 会员营业部名称 | 买入金额（万 | 卖出金额（万 | | --- | --- | --- | --- | | 卖 | | 元） | 元） | | 买一 | 机构专用 | 2473.63 | 409.07 | | 买二 | 华鑫证券有限责任公司上海光复路证券营业部 | 2431.10 | 2.44 | | 买三 | 深股通专用 | 2158.55 | 2432.56 | | 买四 | 中国国际金融股份有限公司上海分公司 | 2123.12 | 370.49 | | 买五 | 机构专用 | 2109.89 | 138.10 | | 卖一 | 联储证券股份有限公司上海松林路证券营业部 | 0.00 | 3771.84 | | 卖二 | 中国银河证券股份有限公司厦门嘉禾路证券营业部 | 55.04 | 3397.79 | | 卖三 | 深股通专用 | 2158.55 | 2432.56 | | ...

Market Overview - On June 4, the Shanghai Composite Index rose by 0.42%, the Shenzhen Component Index increased by 0.87%, and the ChiNext Index gained 1.11% [2] - A total of 44 stocks appeared on the daily trading list, with the highest net inflow of funds into Jieli Sockets (002342.SZ), amounting to 147 million yuan [2][4] Stock Performance - Jieli Sockets saw a net purchase of 147.18 million yuan, accounting for 16.37% of its total trading volume, and closed up by 10.02% with a turnover rate of 15.45% [4] - Other notable stocks included Keheng Co., which increased by 20.02% with a net purchase of 85.86 million yuan, and Huijin Co., which rose by 20.03% with a net purchase of 83.08 million yuan [4] Institutional Activity - Institutions were involved in 29 stocks on the trading list, with a total net sell of 79.63 million yuan, net buying 14 stocks and net selling 15 stocks [6] - The stock with the highest institutional net purchase was Huasen Pharmaceutical (002907.SZ), which closed down by 8.23% [7] Northbound Capital - Northbound funds participated in 11 stocks on the trading list, with a total net purchase of 3.1684 million yuan [10] - The highest net purchase by northbound funds was in Cuiwei Co. (603123.SH), amounting to 51.56 million yuan, while the highest net sell was in Snowman Co. (002639.SZ), totaling 66.83 million yuan [10] Joint Activity of Institutions and Northbound Funds - Institutions and northbound funds jointly net bought Hengbao Co. and Huabao Co., while they jointly net sold Baili Electric [12] - Discrepancies were noted in several stocks, such as Lepu Medical, where institutions net sold 68.21 million yuan while northbound funds net bought 35.92 million yuan [12][14]

Investment Rating - The report assigns an "Overweight" rating to the pharmaceutical and biotechnology industry, indicating that the industry index is expected to outperform the CSI 300 index by 10% or more over the next six months [2][37]. Core Insights - The pharmaceutical and biotechnology sector saw an overall increase of 2.21% in the week from May 26 to May 30, ranking second among 31 industries in the Shenwan index and outperforming the CSI 300 index by 3.29 percentage points. Year-to-date, the sector has risen by 6.61%, ranking sixth among the 31 industries and outperforming the CSI 300 index by 9.02 percentage points [4][13][15]. - The current PE valuation for the pharmaceutical and biotechnology sector is 27.98 times, which is at the historical median level, with a valuation premium of 137% compared to the CSI 300 index. The top three sub-sectors in terms of growth are chemical pharmaceuticals, biological products, and medical services, with increases of 3.83%, 3.14%, and 2.46% respectively [4][22][15]. - A total of 373 stocks (77.9%) in the sector rose last week, while 97 stocks (20.3%) declined. The top five gainers were Shuyou Shen (60.41%), Huason Pharmaceutical (41.97%), Changshan Pharmaceutical (35.91%), Huana Pharmaceutical (32.62%), and Yifang Biological (30.51%) [4][27]. Market Performance - The pharmaceutical and biotechnology sector's performance is highlighted by the approval of 11 innovative drugs by the National Medical Products Administration (NMPA) on May 29, which enhances treatment options for patients and showcases the increasing innovation capability of China's pharmaceutical industry [5][29]. - The 2025 American Society of Clinical Oncology (ASCO) annual meeting showcased several domestic innovative drug projects, indicating that local companies are gaining international recognition for their innovative capabilities [5][32]. Investment Recommendations - The report suggests focusing on the innovative drug sector as it is the most certain and leading sub-sector within the pharmaceutical and biotechnology industry. Additionally, it recommends exploring investment opportunities in medical devices, traditional Chinese medicine, chain pharmacies, and medical services [6][35]. - Recommended stocks include Beida Pharmaceutical, Te Bao Biological, Qianhong Pharmaceutical, Ling Rui Pharmaceutical, and Lao Bai Xing. Stocks to watch include Kelong Pharmaceutical, Rongchang Biological, Kaili Medical, Huaxia Eye Hospital, and Baipu Sais [6][35].

华森制药盘中涨停，已连收5个涨停板，截至9:58，该股报22.69元，换手率9.63%，成交量2976.13万 股，成交金额6.56亿元，涨停板封单金额为1.28亿元。连续涨停期间，该股累计上涨61.00%，累计换手 率为38.11%。最新A股总市值达94.75亿元，A股流通市值70.09亿元。 龙虎榜数据显示，该股因连续三个交易日内，涨幅偏离值累计达20%上榜龙虎榜2次，买卖居前营业部 中，机构净买入371.59万元，深股通累计净卖出2740.42万元，营业部席位合计净买入1.21亿元。 4月25日公司发布的一季报数据显示，一季度公司共实现营业总收入2.39亿元，同比增长4.62%，实现净 利润0.40亿元，同比增长0.01%。（数据宝） 近日该股表现 | 日期 | 当日涨跌幅（%） | 换手率（%） | 主力资金净流入（万元） | | --- | --- | --- | --- | | 2025.05.30 | 10.03 | 4.42 | 7288.88 | | 2025.05.29 | 10.01 | 9.24 | 9532.85 | | 2025.05.28 | 9.97 | 11.94 | 599 ...

证券代码：002907 证券简称：华森制药 公告编号：2025-050 重庆华森制药股份有限公司 股票交易异常波动公告 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、股票交易异常波动情况的说明 （三）近期公司生产经营情况正常，公司已披露的经营情况、内外部经营环 境未发生重大变化。 （四）经核查，公司、控股股东和实际控制人不存在关于公司的应披露而未 披露的重大事项，或处于筹划阶段的重大事项。 （五）经核查，控股股东、实际控制人在股票异常波动期间不存在买卖公司 股票的情形。 三、是否存在应披露而未披露信息的说明 本公司董事会确认，本公司目前没有任何根据深圳证券交易所《深圳证券交 易所股票上市规则》等有关规定应予以披露而未披露的事项或与该事项有关的筹 划、商谈、意向、协议等；董事会也未获悉本公司有根据深圳证券交易所《深圳 证券交易所股票上市规则》等有关规定应予以披露而未披露的、对本公司股票及 其衍生品种交易价格产生较大影响的信息；公司前期披露的信息不存在需要更正、 补充之处。 重庆华森制药股份有限公司（以下简称"公司"）股票（证券简称：华森制 药，证券代码：0 ...

智通财经6月2日电，华森制药(002907.SZ)公告称，公司股票于2025年5月29日、5月30日连续两个交易 日内收盘价格涨幅偏离值累计达到20.71%，属于股票交易异常波动情况。经核实，公司前期所披露的 信息不存在需要更改、补充之处，未发现近期公共媒体报道了可能或已经对公司股票交易价格产生较大 影响的未公开重大信息，生产经营情况正常，内外部经营环境未发生重大变化，公司、控股股东和实际 控制人不存在关于公司的应披露而未披露的重大事项，或处于筹划阶段的重大事项。控股股东、实际控 制人在股票异常波动期间不存在买卖公司股票的情形。公司不存在违反信息公平披露的情形。 华森制药：目前经营情况正常 不存在应披露而未披露的重大事项 ...