Core Insights - The National Healthcare Security Administration and the National Health Commission issued measures to support the high-quality development of innovative drugs, focusing on the entire chain from research and development to payment systems [1] - The inclusion of innovative drug directories in commercial health insurance is expected to enhance the multi-tiered medical security system and provide economic support for the development of innovative drugs [1][2] - The stock market reacted positively, with significant gains in innovative drug concept stocks and ETFs, indicating strong investor interest and liquidity in this sector [1][2] Industry Developments - The establishment of a commercial insurance innovative drug directory marks a significant step in enhancing the role of commercial insurance in the multi-tiered medical security system, providing payment support for high-priced innovative drugs and medical devices [2] - The "18A" policy has catalyzed a wave of medical companies listing in Hong Kong, focusing on cutting-edge medical industry directions, which has attracted market attention and investment [2] Market Performance - The Hong Kong innovative drug ETF (513120) saw a rise of over 2%, with a trading volume of 4.1 billion yuan, leading the market in the pharmaceutical ETF category [1] - The latest scale of the Hong Kong innovative drug ETF reached 13.4 billion yuan, indicating its leading position in the market [1] - The innovative drug ETF (515120) also performed well, with a trading volume of 145 million yuan and a net inflow of nearly 200 million yuan over five consecutive days [1]

智通财经7月1日电，午后创新药概念持续走强，高位人气股昂利康3天2板创历史新高，此前贵州百灵、 塞力医疗涨停，科兴制药、舒泰神、热景生物、一品红涨超10%。消息面上，国家医保局、国家卫生健 康委印发《支持创新药高质量发展的若干措施》，其中提到，支持创新药进入基本医保药品目录和商业 健康保险创新药品目录；增设商业健康保险创新药品目录。 创新药概念持续走强 昂利康3天2板创历史新高 ...

证券代码：002940 证券简称：昂利康 公告编号：2025-046 浙江昂利康制药股份有限公司 2024 年年度权益分派实施公告 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。 特别提示： 1、根据《中华人民共和国公司法》《深圳证券交易所上市公司自律监管指引 第 9 号——回购股份》等相关规定，浙江昂利康制药股份有限公司（以下简称"公 司"或"本公司"）通过回购专用证券账户（以下简称"回购专户"）持有的公司 股份不享有参与本次利润分配的权利。公司 2024 年年度权益分派方案为：以现 有总股本 201,728,186 股剔除公司回购专户中股份 5,619,700 股后的 196,108,486 股为基数，向全体股东每 10 股派 1.25 元人民币现金（含税），本次不进行公积 金转增股本、不送红股。公司本次现金分红的总金额=实际参与分配的总股本× 分配比例，即 24,513,560.75 元=196,108,486 股×0.125 元/股。 2、因公司回购专户上的股份不享有利润分配的权利，根据股票市值不变原 则，实施权益分派前后公司总股本保持不变，现金分红总 ...

Market Overview - The A-share market saw all three major indices rise in early trading, with the Shanghai Composite Index up 0.11%, the Shenzhen Component Index up 0.26%, and the ChiNext Index up 0.31% [1] - The total market turnover reached 100.26 billion yuan, an increase of 53.8 billion yuan compared to the previous day, with over 2900 stocks rising [1] Sector Performance - The military industry, diversified finance, solid-state battery, and CPO concept stocks led the gains, while innovative drugs, oil and gas extraction, and complete automobile sectors experienced declines [4] - The military sector saw a significant surge, with nearly 20 stocks hitting the daily limit, including Zhongguang Fanglei (300414) and Juyi Suoju (002342) [4] - The diversified finance sector continued its strong performance, with stocks like Ruida Futures (002961) and Hongye Futures (001236) also hitting the daily limit [4] - Solid-state battery concept stocks were active again, with Zhonglun New Materials (301565) hitting the daily limit and several others also performing well [4] Notable Stocks - The strongest performing stocks included: - 6 consecutive limit-up: Xingye Co., Ltd. (603928) [5] - 5 consecutive limit-up: Xintonglian (603022) [6] - 4 consecutive limit-up: Jida Zhengyuan (003029) [7] - 3 consecutive limit-up: Hongye Futures, Heli Tai (002217), and others [8] Hot Sectors - The military sector ranked as the top hot sector with 17 stocks hitting the daily limit and 10 stocks on consecutive limit-up streaks [9] - The new energy vehicle sector followed, with 15 stocks hitting the daily limit [10] - The Huawei concept sector also showed strength, with 13 stocks hitting the daily limit [11] Sector Insights - In the diversified finance sector, 40 institutions have been approved to provide virtual asset trading services, including Tianfeng Securities and others [14] - The military sector may see increased speculation due to geopolitical tensions, as comments from former President Trump suggest potential conflicts between Israel and Iran [15] - The solid-state battery sector is gaining attention with the launch of the vivo X Fold5, which features advanced battery technology [16]

证券代码：002940 证券简称：昂利康 公告编号：2025-045 近日，浙江昂利康制药股份有限公司（以下简称"公司"）控股子公司湖南 科瑞生物制药股份有限公司（以下简称"科瑞生物"）收到湖南省药品监督管理 局下发的《药品 GMP 符合性检查告知书》。现将有关情况公告如下： 一、GMP 检查相关信息 浙江昂利康制药股份有限公司 关于子公司通过药品 GMP 符合性检查的公告 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。 由于国家政策、市场环境变化等因素影响，药品的生产、销售等具体情况存 在一定的不确定性，敬请广大投资者注意风险，理性投资。 特此公告。 | 企业名称 | 检查地址 | 检查范围及相关车间、生产线 | 检查时间 | | | 结论 | | --- | --- | --- | --- | --- | --- | --- | | 湖南科瑞 | 湖南省新 邵县酿溪 | 车间、 非那雄胺，101 车间、102 | | | | | | 生物制药 | | | 2025 年 4 月 | | 23 | | | | 镇大坪经 | 103 车间、精烘包（一）非那雄胺 ...

昂利康（002940）公告，控股子公司湖南科瑞生物制药股份有限公司收到湖南省药品监督管理局下发的 《药品GMP符合性检查告知书》。检查范围包括非那雄胺原料药生产线，检查时间为2025年4月23日至 25日，结论为符合要求。通过GMP符合性检查，科瑞生物非那雄胺原料药生产线已符合GMP要求，其 产品可上市销售。这将有利于完善公司产品结构，丰富公司品种，提升公司行业影响力和竞争力，对公 司满足市场需求及未来稳健发展均有着积极意义。 ...

Group 1 - The innovative drug concept is experiencing a volatile rebound, with Sai Sheng Pharmaceutical (300485) hitting a 20% limit up, while companies like Anglikang (002940), Watson Bio (300142), Yuekang Pharmaceutical, Saint Nuo Bio, and Rongchang Bio also saw significant gains [1] - There is a disclosure of dark pool fund flows, indicating early signals of stock accumulation by major investors [1]

Group 1 - The stock of Anglikang has experienced a significant increase, with 6 limit-up days in the last 10 trading days, resulting in a cumulative increase of 92.50% and a cumulative turnover rate of 154.11% [2] - As of 13:50, the stock's trading volume reached 27.54 million shares, with a transaction amount of 756 million yuan, and a turnover rate of 14.86% [2] - The latest total market capitalization of A-shares is 5.848 billion yuan, while the circulating market capitalization is 5.371 billion yuan [2] Group 2 - The stock has appeared on the Dragon and Tiger list twice due to a cumulative deviation in the increase of 20% over three consecutive trading days and a daily deviation of 7% [2] - Institutional investors have net bought 183 million yuan, while brokerage seats have collectively net sold 16.29 million yuan [2] Group 3 - The company's Q1 report shows total operating revenue of 346 million yuan, a year-on-year decrease of 15.31%, and a net profit of 16 million yuan, a year-on-year decrease of 43.63% [2] - The stock's daily performance over the past days indicates fluctuations in both price and turnover rates, with notable increases on several days [2]

Group 1: Market Overview - The total trading volume in the Shanghai and Shenzhen markets reached 1.26 trillion yuan, a decrease of 159.9 billion yuan compared to the previous trading day [2] - Sectors such as rare earth permanent magnets, gaming, automotive parts, and securities saw significant gains, while sectors like controllable nuclear fusion, biological vaccines, communication services, and beverage manufacturing experienced declines [2] Group 2: Notable Stocks - Yiming Pharmaceutical (002826) achieved a limit-up of 9.99%, marking its sixth consecutive trading day of gains, driven by a change in control and diabetes generic drugs [1][2] - Wukuyatu (002878) rose by 9.98%, with a total of five gains over nine days, attributed to digital cultural assets and IP culture [1][2] - Aonlikang (002940) also increased by 9.98%, with seven gains over the past seven days, focusing on innovative drugs and generics [1][2] - Jinying Co. (600232) hit a limit-up of 10.00%, supported by injection molding machines, textile machinery, and lithium batteries, achieving four consecutive gains [1][2] - Chutianlong (003040) saw a limit-up of 10.03%, driven by digital RMB and cross-border payments, with three gains over four days [1][2] Group 3: Institutional Activity - The top three net purchases on the Dragon and Tiger list were from Limin Co. (002734), Chutianlong (003040), and Aonlikang (002940), with net purchases of 166 million yuan, 149 million yuan, and 91.69 million yuan respectively [4] - The top three net sales were from Lianhua Technology (002250), Baili Electric (600468), and Zhi De Co. (603333), with net sales of 289 million yuan, 209 million yuan, and 169 million yuan respectively [5] Group 4: Company Highlights - Limin Co. reported a revenue of 1.211 billion yuan for Q1 2025, a year-on-year increase of 22.28%, with a net profit of 108 million yuan, marking a turnaround due to strong demand and price increases [10] - Aonlikang focuses on innovative drugs and generics, with a recent trading volume of 1.393 billion yuan and a net institutional purchase of 235 million yuan [11][15] - Chutianlong is actively developing a digital RMB smart contract platform, collaborating with multiple organizations to provide integrated solutions for various scenarios [18]

证券代码：002940 证券简称：昂利康 公告编号：2025-044 浙江昂利康制药股份有限公司 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； 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、股票交易异常波动的情况介绍 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 2 个交易日（2025 年 6 月 10 日、2025 年 6 月 11 日）收盘价格涨幅偏离值累计超过 20%，根据《深圳证券交易所交易 规则》的相关规定，属于股票交易异常波动的情况。 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： 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，也不存在处于筹划阶段的重大事项； 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 ...