证券代码：002940 证券简称：昂利康 公告编号：2025-051 浙江昂利康制药股份有限公司 关于获得药品注册证书的公告 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。 近日，浙江昂利康制药股份有限公司（以下简称"公司"）收到国家药品监 督管理局（以下简称"国家药监局"）签发的苯磺酸氨氯地平片（5mg、10mg） 《药品注册证书》，现将有关情况公告如下： | 药品通用名称 | 苯磺酸氨氯地平片 | | | | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 主要成份 | 苯磺酸氨氯地平 | | | | | | | | | 剂型 | 片剂 | | | | | | | | | 申请事项 | 药品注册（境内生产） | | | | | | | | | 注册分类 | 化学药品 | 类 | 4 | | | | | | | 规格 | 5mg（按 | C₂₀H₂₅ClN₂O₅计） | 10mg（按 | C₂₀H₂₅ClN₂O₅计） | | | | | | 受理号 | CYHS2303561 ...

Core Viewpoint - The company has received the drug registration certificate for Amlodipine Besylate Tablets (5mg, 10mg) from the National Medical Products Administration, which is intended for the treatment of hypertension and symptomatic treatment of coronary heart disease [1] Group 1 - The drug registration certificate is equivalent to passing the consistency evaluation, which will further enrich the company's product pipeline [1] - The company received the notice of acceptance for the drug marketing application in December 2023 and has recently been approved [1]

Core Viewpoint - The stock of Anglikang has experienced significant volatility, with a cumulative increase of over 200% in closing prices over 24 trading days, raising concerns about potential irrational market speculation [1][4][6]. Company Overview - Anglikang, established in 2001 and headquartered in Shengzhou, Zhejiang, is a modern pharmaceutical company focusing on the production of intermediates, active pharmaceutical ingredients, and formulations, particularly in cardiovascular, oral cephalosporins, nephrology, and anesthetics [2][4]. - The company has primarily focused on advancing the consistency evaluation of generic drugs and the development of new generic drug projects [2]. Innovation Drug Development - The only innovative drug project in development is ALK-N001, which received clinical trial approval in April 2025 and is currently in Phase I trials [1][3]. - ALK-N001 is a globally innovative small molecule conjugate drug designed to activate the tumor microenvironment, showing promising efficacy and safety in preclinical studies [3][5]. Financial Performance - Anglikang's stock price surged from approximately 13 yuan at the beginning of the year to 45 yuan by July 2, 2025, with a total market capitalization of 90.58 billion yuan [4]. - The company reported a revenue of 1.537 billion yuan in 2024, with 97.18% of this revenue coming from the sales of formulations, raw materials, and pharmaceutical intermediates [7]. R&D Investment - In 2024, Anglikang increased its R&D investment to 230 million yuan, a 34% increase from the previous year, accounting for 15% of its operating revenue [5][7]. - Despite the increase in R&D spending, the company has only one innovative drug project, which raises concerns about the adequacy of its R&D pipeline [5][6]. Market Risks - The company has indicated that its stock price volatility may be driven by market sentiment rather than fundamental performance, with a significant disparity between stock price growth and actual revenue performance [6][8]. - Revenue for 2024 is projected to decline by 5.41% year-on-year, primarily due to the impact of policy changes on its key product "Zuo Yi" [6][7]. Future Outlook - Anglikang is also venturing into the pet pharmaceutical sector, having established Anglikang Animal Health in 2021, with several products expected to receive approval in the near future [7]. - The company faces the challenge of managing the risks associated with its reliance on a single innovative drug project while planning for a more diversified R&D pipeline to stabilize market confidence [8].

Market Overview - On July 2, the Shanghai Composite Index fell by 0.09%, with institutional investors appearing on the trading lists of 32 stocks, net buying 9 and net selling 23 [1][2] - The total net selling amount by institutional investors reached 641 million yuan [1] Institutional Trading Highlights - The stock with the highest net buying from institutional seats was Anglikang, which closed at the daily limit with a trading volume of 927 million yuan and a turnover rate of 11.45%, net buying amounting to 100.91 million yuan [2][5] - Feiya Technology also closed at the daily limit, with a trading volume of 1.549 billion yuan and a turnover rate of 23.87%, net buying 69.19 million yuan [2][5] - Xinhenghui saw a decline of 5.43% with a turnover rate of 47.06%, net buying 45.42 million yuan [2][5] Performance of Net Bought Stocks - Stocks that were net bought by institutions showed an average increase of 2.57%, outperforming the Shanghai Composite Index [3] - Stocks like Xiangqiang Co. and Kangda New Materials reported strong performances, closing at the daily limit [3] - Historical data indicates a 54.87% probability of net bought stocks rising the next day, with a 51.62% chance of outperforming the index [3] Earnings Forecasts - Among the stocks net bought by institutions, only one stock, Xinhenghui, provided a half-year earnings forecast, expecting a net profit of 106 million yuan, representing a year-on-year increase of 4.59% [3] Net Sold Stocks - The stock with the highest net selling was Changqing Technology, with a net selling amount of 177.81 million yuan, and a turnover rate of 56.72% [3][6] - North Copper, with a net selling of 102.36 million yuan, had a volatility of 16.01% [4][6] - Hongbaoli experienced a net selling of 79.41 million yuan, with a turnover rate of 46.13% [4][6] Southbound Trading Activity - On July 2, 19 stocks on the trading list had southbound trading activity, with net buying in stocks like Rongfa Nuclear Power and Kaimete Gas, amounting to 123 million yuan and 96.13 million yuan respectively [7][9] - Stocks like Hongye Futures and Xiexin Energy saw net selling amounts of 33.58 million yuan and 29.89 million yuan respectively [7][9]

证券代码：002940 证券简称：昂利康 公告编号：2025-049 浙江昂利康制药股份有限公司 股票交易严重异常波动公告 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、股票交易严重异常波动的情况介绍 1 浙江昂利康制药股份有限公司（以下简称"公司"或"本公司"）股票（证 券代码：002940，证券简称：昂利康）连续 24 个交易日（2025 年 5 月 29 日至 2025 年 7 月 2 日）收盘价格涨幅偏离值累计超过 200%，根据《深圳证券交易所 交易规则》的相关规定，属于股票交易严重异常波动的情况。 二、公司关注并核实的相关情况 针对公司股票交易异常波动情况，公司董事会对有关事项进行了核查，有关 情况说明如下： 1、公司前期披露的信息不存在需要更正或补充披露的事项； 2、公司未发现近期公共传媒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； 3、经核查，公司目前经营情况正常，主营业务未发生变化，内外部经营环 境未发生重大变化； 4、经核查，公司及控股股东、实际控制人不存在关于本公司的应披露而未 披露的重大事项，也不存在处于筹划 ...

Group 1: Stock Market Activity - On the day, 37 stocks were listed on the institutional leaderboard, with 9 stocks seeing net purchases and 28 stocks experiencing net sales [1] - The top three stocks with the highest institutional purchases were: Anglikon (¥115 million), Feiyada (¥69.19 million), and Xinhenghui (¥45.41 million) [1] Group 2: Anglikon Company Overview - Anglikon saw a net purchase of ¥115 million from 7 institutions [3] - The company is currently developing an innovative drug project, ALK-N001, which received clinical trial approval on April 2025 and is in Phase I clinical trials [3] - The National Medical Products Administration has approved ALK-N001 for clinical trials in advanced solid tumors, showing significant tumor suppression effects in various models and good safety profiles, indicating strong innovation and development potential [3] Group 3: Marine Economy and Deep-Sea Technology - The Chinese government emphasizes the high-quality development of the marine economy, aiming for a unique path towards maritime strength [4] - The 2025 Government Work Report first mentioned "deep-sea technology," aligning it with emerging industries like commercial aerospace and low-altitude economy, indicating a commitment to developing deep-sea technology with a market capacity in the trillion-yuan range [4] - The deep-sea technology industry is expected to accelerate its development, supported by continuous policy initiatives and financing opportunities [4] Group 4: Polysilicon Market Insights - Polysilicon futures saw a limit-up increase of 6.99% [5] - Discussions on production cuts are ongoing to control supply and enhance demand, which is expected to stabilize silicon material prices for healthy industry development [5] - The approval of the "Three Norths" photovoltaic desertification planning is anticipated to drive an additional photovoltaic installation scale of 253 million kilowatts, with an average annual increase exceeding 50 GW, primarily impacting next year [5]

Market Overview - The Shanghai Composite Index closed at 3454.79 points, down 0.09%, with a trading volume of 543.13 billion yuan [1] - The Shenzhen Component Index closed at 10412.63 points, down 0.61%, with a trading volume of 833.85 billion yuan [1] - The ChiNext Index closed at 2123.72 points, down 1.13%, with a trading volume of 393.79 billion yuan [1] - The total trading volume of both markets was 1376.98 billion yuan, a decrease of 89.06 billion yuan from the previous trading day [1] Sector Performance - Strong sectors included steel, coal, construction materials, agriculture, banking, and non-ferrous metals [3] - Active concepts included marine economy, aquaculture, low-carbon metallurgy, organic silicon, and BC batteries [3] - Weak sectors included electronics, communications, defense, computer, education, beauty care, and pharmaceutical biology [3] Individual Stock Performance - 1857 stocks rose while 3106 stocks fell, with 62 stocks hitting the daily limit up and 9 stocks hitting the limit down [3] - Chengbang Co. achieved a five-day limit up streak, the highest among stocks [5] Fund Flow - The net outflow of main funds from the Shanghai and Shenzhen markets was 33.19 billion yuan [6] - The ChiNext saw a net outflow of 18.53 billion yuan, while the Shanghai and Shenzhen 300 index had a net outflow of 2.375 billion yuan [7] - Eight sectors experienced net inflows, with the power equipment sector seeing the highest inflow of 1.595 billion yuan [7] Notable Stocks with Fund Inflows - Yuyin Co. had the highest net inflow of 664 million yuan, followed by Rongfa Nuclear Power and Hunan Tianyan with inflows of 533 million yuan and 456 million yuan respectively [9][11] Notable Stocks with Fund Outflows - Jihua Group experienced the highest net outflow of 644 million yuan, followed by OFILM and Dongfang Fortune with outflows of 578 million yuan and 525 million yuan respectively [13][14] Institutional Trading - Institutions had a net sell of approximately 641 million yuan, with Anglikang being the most bought stock at about 101 million yuan [17][18]

4月30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3.46亿元，同比下降15.31%，实现 净利润0.16亿元，同比下降43.63%。（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） | | --- | --- | --- | --- | | 2025.07.01 | 10.00 | 8.71 | 7042.01 | | 2025.06.30 | 9.24 | 10.54 | 4556.68 | | 2025.06.27 | 10.01 | 7.07 | 5515.74 | | 2025.06.26 | -6.00 | 10.46 | -5387.86 | | 2025.06.25 | -1.68 | 13.08 | 1492.83 | | 2025.06.24 | 4.37 | 12.60 | 399.71 | | 2025.06.23 | 0.22 | 12.63 | 3810.15 | | 2025.06.20 | 9.99 | 9.39 | 11368.07 | | 2025.06.19 | 3.71 | 12.36 | -2417.4 ...

Group 1: Policy Support for Innovative Drugs - The National Healthcare Security Administration and the National Health Commission issued measures to support the high-quality development of innovative drugs, focusing on five areas and sixteen specific measures [1] - The measures aim to create a clinical value-oriented environment for innovative drug research and development, establish a diversified payment system, and enhance the accessibility of innovative drugs [1] Group 2: Longhua High-Tech's H-Share Listing - Changchun High-Tech announced plans to issue H-shares and list on the Hong Kong Stock Exchange to deepen its global strategy and accelerate internationalization [2] - The move aligns with the trend of domestic pharmaceutical companies pursuing both domestic and international growth, potentially enhancing the company's international financing capabilities and brand image [2] Group 3: IPO Approval for He Yuan Bio - Wuhan He Yuan Bio's IPO was approved by the Shanghai Stock Exchange, marking the first company to pass under the newly restarted fifth set of listing standards for the Sci-Tech Innovation Board [3] - The company focuses on recombinant human albumin, with its core product expected to be the first recombinant human albumin drug approved in China [3] Group 4: Clinical Trial Acceptance for Microchip Bio - Microchip Bio announced that its clinical trial application for CS231295, a selective Aurora B inhibitor for advanced solid tumors, was accepted by the FDA [4] - This drug is the first of its kind to enter clinical trials globally, showcasing the company's technological strength in innovative drug development [4] Group 5: Angli Kang's Innovation Drug Pipeline - Angli Kang reported that it currently has only one innovative drug project, ALK-N001, which is in the I phase of clinical trials as of the announcement date [5][6] - The company highlighted the long cycle, high investment, and uncertainty associated with innovative drug development, which may temper market speculation [6]

Market Overview - On July 1, A-shares experienced active trading with sectors like innovative drugs, banking, and non-ferrous metals showing strong performance, leading to several stocks reaching historical highs [1] - The total trading volume in the A-share market was 1.5 trillion yuan, a decrease of 208 billion yuan from the previous trading day, despite the absence of northbound capital transactions [1] Sector Performance - Among the primary industries, the comprehensive, pharmaceutical, and banking sectors saw the highest gains, increasing by 2.60%, 1.80%, and 1.54% respectively, while the computer, retail, and communication sectors faced declines of 1.18%, 0.79%, and 0.45% [2] - In the pharmaceutical sector, several stocks, including Forerunner Biologics and Sunshine Medical, hit the 20% daily limit, with others like Kexing Pharmaceutical and Shuyou Pharmaceutical rising over 15% [2] Banking Sector Insights - The banking sector rebounded on July 1 after two consecutive days of decline, with stocks like China Construction Bank and Pudong Development Bank reaching new historical highs [3] - The average dividend yield for the banking sector is currently at 4.01%, making it attractive for long-term funds [3] Investment Recommendations - Analysts suggest focusing on sectors with strong mid-year performance expectations, particularly in technology, consumption, and midstream manufacturing, as the upcoming half-year report disclosure period is expected to drive market upward momentum [4][5] - Recommended sectors for investment include electronics (semiconductors), machinery (automation equipment), pharmaceutical (chemical pharmaceuticals), national defense and military industry, non-ferrous metals, and computers [5]