Core Viewpoint - The recent approval of new drug formulations by Zhejiang Anglikang Pharmaceutical Co., Ltd. (hereinafter referred to as "Anglikang") highlights the company's strong drug development capabilities and strategic shift towards innovative drugs, which is expected to enhance its market position and revenue growth. Group 1: Recent Approvals and Product Pipeline - Anglikang received the drug registration certificate for Sitagliptin Metformin Extended-Release Tablets, classified as a Class 3 chemical drug, which is intended for adult patients with type 2 diabetes [1] - In addition to the Sitagliptin Metformin, Anglikang has also received approvals for Amlodipine Besylate Tablets (5mg, 10mg) and Methocarbamol Injection, expanding its product offerings in hypertension and acute muscle pain treatments [1] - The recent approvals indicate Anglikang's effective execution in drug development, clinical trials, and registration processes, showcasing its robust research capabilities [1] Group 2: Strategic Transformation and Innovation - Anglikang is transitioning from a focus on generic drugs to a strategy that emphasizes both generics and innovative drugs, achieving significant breakthroughs in the innovative drug sector [2] - The company has developed ALK-N001, a globally innovative small molecule conjugate drug for tumor microenvironment activation, which has received clinical trial approval, potentially offering new treatment options for advanced solid tumor patients [2] - Successful commercialization of innovative drugs could significantly enhance Anglikang's economic benefits and core competitiveness, positioning the company favorably in future market competition [2] Group 3: Exploration of New Markets - Anglikang is actively exploring the pet medicine sector, with multiple products expected to receive approval by the end of 2024 and several new veterinary drugs entering clinical trials [2] - The exploration of innovative and pet medicine sectors is anticipated to optimize Anglikang's existing product structure and attract more investment opportunities, supporting stable growth in both domestic and international markets [2]

当天机构净买入前三的股票分别是昂利康、天府文旅、深桑达A，净买入金额分别是1.86亿元、1.52亿 元、1.04亿元。 盘后数据显示，8月1日龙虎榜中，共38只个股出现了机构的身影，18只股票呈现机构净买入，20只股票 呈现机构净卖出。 当天机构净买入前三的股票分别是昂利康、天府文旅、深桑达A，净买入金额分别是1.86亿元、1.52亿 元、1.04亿元。 当天机构净卖出前三的股票分别是北方长龙、可川科技、金陵体育，净流出金额分别是1.08亿元、7288 万元、3516万元。 | 川石元 | 08 01 | | | --- | --- | --- | | | | 机构资金参与个股- | | 证券间称 | 日涨跌幅 | 机构净买入(万元) | | 昂利康 | 10.00% | 18617.73 | | 天府文旅 | 10.00% | 15195.64 | | 深秦达A | 9.99% | 10356.96 | | 亚太药业 | 9.96% | 10215.46 | | 新恒汇 | 14.37% | 7762.80 | | 华森制药 | 10.03% | 4635.90 | | 降扬电子 | 12.06% | 35 ...

格隆汇8月1日丨昂利康(002940.SZ)公布，截至2025年7月31日，公司通过回购专用证券账户以集中竞价 交易方式累计回购股份数量为3,599,700股，约占公司总股本的1.78%，最高成交价为17.00元/股，最低 成交价为12.17元/股，交易总金额5000.13万元(不含交易费用)。 ...

1、公司未在下列期间回购股份： 证券代码：002940 证券简称：昂利康 公告编号：2025-057 浙江昂利康制药股份有限公司 关于回购公司股份的进展公告 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。 浙江昂利康制药股份有限公司（以下简称"公司"）于 2024 年 11 月 4 日召 开第四届董事会第六次会议，审议通过了《关于回购公司股份方案的议案》，同 意公司使用自有资金及股票回购专项贷款以集中竞价的方式回购公司部分已发 行的社会公众股份，回购的股份将用于后续员工持股计划或者股权激励。本次回 购股份的资金总额不低于人民币5,000万元（含）且不超过人民币7,000万元（含）， 回购价格不超过人民币 21.07 元/股（含）。具体回购股份的数量以公司实际回购 的股份数量为准。本次回购股份的实施期限为自董事会审议通过本次回购股份方 案之日起不超过 12 个月。具体内容详见公司于 2024 年 11 月 5 日、2024 年 11 月 8 日在指定信息披露媒体《证券时报》及巨潮资讯网（www.cninfo.com.cn）上 刊载的《关于回购公司股份方案暨收到< ...

市场全天震荡调整，三大指数小幅收跌。 盘面上，医药板块全线逆势走强，创新药概念延续强势，昂利康（002940）涨停；中药股展开补涨，维 康药业（300878）涨停；光伏概念反弹，捷佳伟创（300724）涨停；午后AI应用端活跃，智能体方向 领涨，鼎捷数智（300378）涨超10%；数据要素概念走强，深桑达A涨停。下跌方面，体育概念集体调 整，共创草坪（605099）跌停。 截至收盘，沪指跌0.37%，深成指跌0.17%，创业板指跌0.24%。市场热点快速轮动，个股涨多跌少，全 市场超3300家个股上涨。沪深两市全天成交额1.60万亿，较上个交易日缩量3377亿。 市场再现"技术性调整" 今日，A股市场震荡调整，三大指数均小幅下跌，量能较昨日大幅萎缩。 对于最近两日A股的杀跌，机构认为主要还是技术性调整。一方面，从市场结构而言存在涨幅快速积累 后的回调需求，指数摸高至3600点的过程中，不少板块站上阶段性高位，资金获利离场。另一方面，中 报季来临，进入8月中报期，市场将要开始验证上市公司业绩成色。 消息面上，快递行业近期催化颇多。一是国家邮政局召开快递企业座谈会，就依法依规治理行业"内卷 式"竞争，强化农村地区 ...

| 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | --- | --- | --- | --- | --- | --- | | 002940 | 昂利康 | 62.92 | 10.00% | 11.62万 | 7.17亿 | | 601089 | 福元医药 | 26.54 | 9.99% | 10.13万 | 2.68 亿 | | 600774 | 汉商集团 | 12.46 | 9.97% | 31.00万 | 3.72亿 | | 002370 | 亚太药业 | 7.40 | 9.96% | 309.35万 | 22.01亿 | | 002437 | 营衡药业 | 4.04 | 8.89% | 482.38万 | 19.13 Z | | 300966 | 并同药业 | 26.68 | 8.41% | 29.78万 | 8.08亿 | | 688658 | 倪康药业 | 33.79 | 7.82% | 16.60万 | 5.72亿 | | 688091 | 上海谊众 | 77.63 | 7.79% | 12.47万 | 9.36 Z | | 600513 | 联环药业 | 4 ...

Market Overview - The Shanghai Composite Index fell by 1.18% to close at 3573.21 points, with a daily high of 3606.37 points [1] - The Shenzhen Component Index decreased by 1.73% to 11009.77 points, reaching a maximum of 11223.64 points [1] - The ChiNext Index dropped by 1.66% to 2328.31 points, with a peak of 2394.22 points [1] Margin Trading and Securities Lending - The total margin trading and securities lending balance in the Shanghai and Shenzhen markets was 19784.97 billion yuan, with a financing balance of 19646.98 billion yuan and a securities lending balance of 137.99 billion yuan [2] - The margin trading and securities lending balance increased by 0.9 billion yuan compared to the previous trading day [2] - The Shanghai market's margin trading balance was 10106.42 billion yuan, decreasing by 5.54 billion yuan from the previous day, while the Shenzhen market's balance was 9678.55 billion yuan, increasing by 6.45 billion yuan [2] Top Margin Buying Stocks - The top three stocks by margin buying amount were: - Xinyi Technology (300502.SZ) with 23.63 billion yuan - Zhongji Xuchuang (300308.SZ) with 20.8 billion yuan - Shenghong Technology (300476.SZ) with 17.1 billion yuan [3] Fund Issuance - Two new funds were launched: Huafu Medical Innovation Mixed Initiation A and Huafu Medical Innovation Mixed Initiation C [4] Top Net Buying by Brokerage Firms - The top ten net buying amounts by brokerage firms were: - Nord Shares (600110.SH) with 422.75 million yuan - Great Wall Military Industry (601606.SH) with 385.34 million yuan - Yidian Tianxia (301171.SZ) with 375.30 million yuan [6][7]

Group 1: Utilities - Recommended stock: Su Yan Jing Shen (603299.SH) due to its stable cash flow from traditional salt and salt chemical businesses, and the potential growth from gas storage projects [3][4] - The company is expected to enter a performance release period with the first phase of the gas storage project nearing production [4] Group 2: Pharmaceuticals - Recommended stock: Ang Li Kang (002940.SZ) as the impact of centralized procurement is gradually clearing, and new products are expected to drive revenue growth [4] - The introduction of ALK-N001, a promising anti-tumor candidate, is anticipated to enhance the company's innovation capabilities [4] Group 3: Media - Recommended stock: Alibaba-W (09988.HK) with a focus on the stabilization of traditional e-commerce and the potential for growth in the instant retail sector [5] - Alibaba Cloud's leading position in the domestic market and continuous revenue growth are highlighted [5] Group 4: Electronics - Recommended stock: Zhong Wei Company (688012.SH) due to its robust order backlog and continuous revenue growth driven by new product launches [6] Group 5: Non-Banking Financials - Recommended stock: China Life (601628.SH) for its excellent asset-liability matching and early transformation in dividend insurance sales [8] - The company is expected to release significant solvency capacity following asset reclassification [8] Group 6: Automotive - Recommended stock: Li Auto (02015.HK) as the company is positioned to leverage its strategic foresight and adaptability in the evolving automotive landscape [9] - The i-series is expected to maintain strong sales momentum, with the first model projected to achieve over 5,000 monthly sales [9] Group 7: Transportation - Recommended stock: YTO Express (600233.SH) with a leading growth rate in business volume, benefiting from the "anti-involution" trend in the industry [10] Group 8: Agriculture - Recommended stock: De Kang Agriculture (02419.HK) as it is positioned at a pivotal point in the agricultural sector, leveraging technology and innovative models for growth [12] - The company's platform strategy is expected to extend into other agricultural segments, enhancing its market presence [12] Group 9: Metals and New Materials - Recommended stock: Luoyang Molybdenum (603993.SH) with a strong performance in the first quarter, exceeding expectations [14] Group 10: North Exchange - Recommended stock: Yuan Hang Precision (833914.BJ) as a leading player in the domestic nickel-based conductor materials sector, benefiting from stable demand across multiple industries [14][15]

据央视新闻7月31日消息，为鼓励药品研发创新，国家医保局制定了新上市药品首发价格机制。国家医 保局医药价格和招标采购司司长王小宁表示，国家医保局支持高水平的创新药，在上市初期取得和高投 入高风险相符的收益回报，实际上就是比较满意的一个价格水平。而且对于高水平的创新药，设置一定 价格稳定期。第二方面，从挂网流程方面给予积极支持，包括采取一省受理各地通行这种联审通办的模 式，来助力新药快速推向临床。 国元证券指出，伴随着我国创新药产业整体持续快速发展，相关的上游产业链包括科研试剂和CXO等 行业也迎来逐步回暖，预计2025年中报开始，业绩有望逐步向好，建议关注。 湘财证券指出，2025年国内创新药产业有望迎来拐点，产业运行趋势由资本驱动转向盈利驱动，板块有 望迎来业绩与估值双重修复投资机会。创新产品陆续商业化，头部创新药企业开启盈利周期。全球突破 性临床数据陆续读出，带动海外授权市场持续活跃，研发成果加速兑现。药品价格形成机制及进一步支 持创新药政策有望落地新举措。从中期维度来看，行业需求端确定性优势显著，供给端产业及市场竞争 格局持续改善，整体供需格局不断优化，创新成核心驱动力，看好产业步入拐点投资机会。 维康 ...

Group 1 - The core viewpoint of the article highlights the resurgence of the innovative drug sector, with significant stock price increases for companies like Weikang Pharmaceutical and Yuekang Pharmaceutical, indicating a positive market sentiment [1] - The pharmaceutical sector is experiencing a shift in policy attitudes, with optimization of centralized procurement rules, which is expected to benefit the industry [1] - After years of R&D investment, the pharmaceutical pipeline is entering a harvest phase, and there is an accelerating trend of overseas business development (BD) in the industry, showcasing the global competitiveness of China's innovative drugs [1] Group 2 - Zhongyin Securities suggests focusing on companies that are entering the realization or volume expansion phase, particularly those with overseas capabilities, such as Innovent Biologics, CanSino Biologics, and Eucure Biopharma [1] - The upcoming 2024 national medical insurance negotiations are anticipated to further impact the innovative drug field positively, creating opportunities for valuation reconstruction in the pharmaceutical sector [1]