Core Viewpoint - On July 14, the Shanghai Composite Index rose by 0.27%, with institutional investors appearing on the trading lists of 35 stocks, net buying 19 and net selling 16 [1] Institutional Trading Summary - Institutional special seats net bought the most in Xiangyang Bearing, which closed at the daily limit with a turnover rate of 27.67% and a transaction amount of 2.076 billion yuan, net buying 110.74 million yuan [2] - San Chuan Wisdom closed up 15.27% with a turnover rate of 32.50%, net buying 75.27 million yuan, but had a net outflow of 35.2 million yuan [2] - Zhongke Magnetic Industry closed down 5.10% with a turnover rate of 45.77%, net buying 53.99 million yuan, but had a net outflow of 49.77 million yuan [2] Market Performance - The average increase of stocks with institutional net purchases was 2.36%, outperforming the Shanghai Composite Index [3] - Stocks like Changrong Co. and Xinling Electric showed strong performance, closing at the daily limit [3] - Historical data indicates a 52.06% probability of stocks with institutional net purchases rising the next day, and a 39.70% probability of rising in the following three days [3] Earnings Forecasts - Among the stocks with institutional net purchases, four have released half-year earnings forecasts, with Yuhua Development expected to have a net profit of 200 million yuan, a year-on-year increase of 708% [3] Net Selling Summary - The stock with the highest net selling by institutions was Siyuan Electric, with a net selling amount of 162.84 million yuan, while also seeing a net inflow of 98.77 million yuan [3] - Dazhihui was noted for a net selling of 120.24 million yuan, with a significant net outflow of 433 million yuan [4] Deep and Shanghai Stock Connect - On July 14, 15 stocks on the trading list had appearances from the Deep and Shanghai Stock Connect, with Siyuan Electric and Zhongke Jincai seeing net purchases of 139 million yuan and 113 million yuan respectively [7][8] - Stocks like Hengbao Co. and Greenland Holdings experienced significant net selling amounts of 193 million yuan and 79.38 million yuan respectively [8]

莱美药业今日涨停，全天换手率12.86%，成交额6.28亿元，振幅17.32%。龙虎榜数据显示，机构净卖出 739.06万元，营业部席位合计净买入1737.59万元。 深交所公开信息显示，当日该股因日收盘价涨幅达20.00%上榜，机构专用席位净卖出739.06万元。 证券时报·数据宝统计显示，上榜的前五大买卖营业部合计成交1.98亿元，其中，买入成交额为1.04亿 元，卖出成交额为9392.57万元，合计净买入998.53万元。 具体来看，今日上榜的营业部中，共有2家机构专用席位现身，即买二、买四、卖二、卖五，合计买入 金额3113.82万元，卖出金额3852.88万元，合计净卖出739.06万元。 资金流向方面，今日该股主力资金净流入7209.21万元，其中，特大单净流入1.03亿元，大单资金净流出 3118.63万元。近5日主力资金净流入5364.69万元。 融资融券数据显示，该股最新（7月11日）两融余额为1.84亿元，其中，融资余额为1.84亿元，融券余额 为4.57万元。近5日融资余额合计增加693.52万元，增幅为3.92%，融券余额合计减少6.05万元，降幅 56.95%。（数据宝） 莱美药业7 ...

Group 1: Market Performance - As of July 14, the ophthalmology medical concept sector rose by 1.49%, ranking 10th among concept sectors, with 35 stocks increasing in value [1] - Leading the gains, Laimei Pharmaceutical hit a 20% limit up, while Guanhao Biological, Tainkang, and Jianghe Group saw increases of 6.04%, 5.36%, and 5.07% respectively [1] - The sector experienced a net inflow of 172 million yuan from main funds, with 22 stocks receiving net inflows, and 8 stocks exceeding 10 million yuan in net inflow [2] Group 2: Fund Flow Analysis - The top net inflow stock was Heng Rui Pharmaceutical, with a net inflow of 187 million yuan, followed by Laimei Pharmaceutical, Xingqi Eye Medicine, and Beida Pharmaceutical with net inflows of 72.09 million yuan, 31.89 million yuan, and 19.14 million yuan respectively [2][3] - Laimei Pharmaceutical had the highest net inflow ratio at 11.48%, followed by Jianfeng Group and Daheng Technology with 9.19% and 8.43% respectively [3] Group 3: Stock Performance - Among the stocks, Laimei Pharmaceutical had a daily increase of 19.95% with a turnover rate of 12.86% and a main fund flow of 72.09 million yuan [3] - Other notable performers included Guanhao Biological with a 6.04% increase and a turnover rate of 11.40%, and Tainkang with a 5.36% increase and a turnover rate of 4.68% [3] - Conversely, stocks like Chuangwei Digital, Aibo Medical, and Aier Eye Hospital saw declines of 1.23%, 1.22%, and 1.12% respectively [1][5]

Policy Changes - The National Healthcare Security Administration has released the "2025 Basic Medical Insurance Directory and Commercial Insurance Innovative Drug Directory Adjustment Application Guidelines," marking the inclusion of commercial health insurance innovative drug directory in the adjustment plan, indicating a more significant role for commercial health insurance in the multi-level medical security system [1] Regulatory Developments - The National Medical Products Administration's Deputy Director Lei Ping conducted a survey in Hunan to understand the registration management and innovation of medical devices, emphasizing the need for safety and clinical demand-driven innovation [2] - The Guangdong Provincial Drug Administration has revoked the registration certificates of 15 pharmacists due to violations, while Inner Mongolia and Xinjiang are also investigating potential fraudulent practices related to pharmacists' registrations [3] Drug Approvals and Developments - Xuantai Pharmaceutical announced that its application for Enzalutamide tablets has received temporary approval from the FDA, targeting castration-resistant prostate cancer and metastatic castration-sensitive prostate cancer [3] - Shenji Changhua's gene therapy SNUG01 for ALS has received orphan drug designation from the FDA [4] - Laimei Pharmaceutical's generic drug Mabalosavir tablets have received ethical approval to enter the bioequivalence testing phase [5] - Keji Pharmaceutical has submitted a new drug application for its CAR-T cell product targeting Claudin18.2 for advanced gastric/esophageal junction adenocarcinoma [6] Market Activities - Yinuo Micro Pharmaceuticals has had its IPO application accepted by the Hong Kong Stock Exchange, focusing on new oncolytic virus therapies and exosome therapies [7] - Innovent Biologics raised approximately HKD 4.3098 billion through a share placement, with 90% of the proceeds allocated for global R&D of its innovative pipeline [8] Strategic Partnerships - Rongchang Biologics has licensed its drug Taitasip to Vor Biopharma for global development outside Greater China, receiving an upfront payment of USD 125 million and potential milestone payments totaling up to USD 4.105 billion [9] Company Operations - Boya Biological announced that its plasma collection station has obtained a business license from the local market supervision authority [10] Shareholder Actions - A major shareholder of Aomei Medical, Chen Haohua, plans to reduce his stake by up to 3% through block trades and centralized bidding over the next three months [10]

证券代码：300006 证券简称：莱美药业 公告编号：2025-032 重庆莱美药业股份有限公司 关于仿制药玛巴洛沙韦片获得伦理批件的公告 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，重庆莱美药业股份有限公司（以下简称"公司"或"莱美药业"）委 托外部机构研发的仿制药玛巴洛沙韦片（规格：20mg）通过了岳阳市人民医院 药物/医疗器械临床试验伦理审查委员会的审批，获得伦理批件，正式进入 BE（生 物等效性）试验阶段。现将相关情况公告如下： 一、药品及获得伦理批件情况 1、药品名称：玛巴洛沙韦片 2、剂型：片剂 3、注册分类：化药 4 类 4、规格：20mg 5、适应症：甲型和乙型流感病毒感染 6、临床研究项目名称：玛巴洛沙韦片（20mg）在中国健康受试者中空腹和 餐后给药条件下随机、开放、单剂量、两序列、两周期、双交叉生物等效性试验 7、申办机构：莱美药业 8、临床研究单位：岳阳市人民医院 9、伦理审查委员会审查意见：同意临床试验 10、伦理批件编号：2025030 11、批件有效期：12 个月 二、药品的其他相关情况 玛巴洛沙韦用于治疗流感，是一种帽 ...

莱美药业（300006）公告，公司委托外部机构研发的仿制药玛巴洛沙韦片(规格：20mg)通过岳阳市人民 医院药物/医疗器械临床试验伦理审查委员会审批，获得伦理批件，正式进入BE试验阶段。玛巴洛沙韦 片用于治疗流感，具有独特的作用机制，可在流感早期发挥作用，只需服一次药，能在24小时内有效抑 制流感病毒，缩短传染期并大幅减少流感症状的持续时间。目前国内仅有2家企业取得玛巴洛沙韦片药 品注册证书。2022-2024年上半年，玛巴洛沙韦片在中国医院市场销售额分别为0.49亿元、4.29亿元、 3.23亿元。 ...

证券代码：300006 证券简称：莱美药业 公告编号：2025-031 重庆莱美药业股份有限公司 | 药品名称 | 药品通用名称：阿奇霉素颗粒 | | --- | --- | | | 英文名/拉丁名：Azithromycin Granules | | 主要成份 | 阿奇霉素 | | 剂型 | 颗粒剂 | | 规格 | 0.1g（按 C₃₈H₇₂N₂O₁₂计） | | 证书编号 | 2025S01802 | | 药品注册标准编号 | YBH13302025 | | 包装规格 6 | 袋/盒，9 袋/盒，12 袋/盒，15 袋/盒 | | 申请事项 | 药品注册（境内生产） | | 注册分类 | 化学药品 3 类 | | 药品批准文号 | 国药准字 H20254542 | | 药品有效期 | 24 个月 | | 处方药/非处方药 | 处方药 | | 上市许可持有人 | 名称：重庆莱美药业股份有限公司 | | | 地址：重庆市南岸区玉马路 号 99 | | 生产企业 | 名称：重庆莱美药业股份有限公司 | | | 地址：重庆市南岸区月季路 号 幢附 号 8 1 1 根据《中华人民共和国药品管理法》及有关规定，经审 ...

Core Viewpoint - The company has received approval from the National Medical Products Administration for the registration of Azithromycin granules, which is a macrolide antibiotic used for infections caused by sensitive bacteria [1] Group 1: Company Developments - The approval of Azithromycin granules will help to further enrich the company's product line [1] - A total of 41 companies have obtained the registration certificate for this drug [1] Group 2: Market Insights - According to data from Yaorongyun, the sales revenue of Azithromycin granules in the Chinese hospital market was 120 million yuan, 127 million yuan, and 95 million yuan for the years 2022, 2023, and the first half of 2024, respectively [1]

证券代码：300006 证券简称：莱美药业 公告编号：2025-029 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。 重庆莱美药业股份有限公司（以下简称"公司"）于2025年2月21日在巨潮 资讯网（www.cninfo.com.cn）披露了《关于持股5%以上股东所持部分股份被动 减持的预披露公告》（公告编号：2025-003），公司持股5%以上股东邱宇因与国 海证券股份有限公司（以下简称"国海证券"）开展质押式证券回购业务相关债 务逾期，国海证券拟通过集中竞价方式继续处置邱宇持有的67.48万股公司股份， 上述减持计划自披露之日起15个交易日后的3个月内进行，且任意连续90个自然 日内通过集中竞价交易减持股份的总数不超过公司股份总数的1%。 公司于近日收到股东邱宇出具的《关于股份被动减持计划期限届满的告知 函》，获悉持股5%以上股东邱宇本次减持计划期限已届满。根据《上市公司股东 减持股份管理暂行办法》《深圳证券交易所上市公司自律监管指引第18号——股 东及董事、高级管理人员减持股份》等有关规定，现将减持计划实施情况公告如 下： 一、股东被动减持情况 股东 减持股数 减持均价 减持价格区 ...

Group 1 - Chengjian Development received a dividend of 7.1282 million yuan from Beijing Jingcheng Jiaye Property Co., Ltd., in which it holds a 33.47% stake [1] - Shengnuo Bio expects a net profit attributable to shareholders of 77.0275 million to 94.1448 million yuan for the first half of 2025, representing a year-on-year increase of 253.54% to 332.10% [1] - JKN2301 dry mixed suspension has been approved for clinical trials, targeting children with influenza [5][6] Group 2 - Jindawei obtained a patent for a method of purifying natto kinase, with a validity of twenty years [2] - CITIC Guoan plans to increase its stake in China Broadcasting Hunan Company to approximately 5.29% through a capital increase of 278 million yuan [2] - Ji Electric announced the resignation of its general manager, Niu Guojun, due to work changes [3] Group 3 - Xintian Green Energy successfully issued 1.5 billion yuan in green medium-term notes with a term of 3+N years and an interest rate of 2.05% [7] - Hengrun Co. plans to invest 1.2 billion yuan in a project to produce 2,000 sets of wind turbine gearbox components [9] - Pulaide received a government subsidy of 10 million yuan, accounting for 15.87% of its audited net profit for the last fiscal year [10] Group 4 - Boteng Co. passed the EU QP audit, receiving a compliance statement for its CDMO services [12] - Zhou Dasheng added 7 self-operated stores in May, with total investments ranging from 900,000 to 6.5 million yuan [13] - Wantai Bio initiated a Phase III clinical trial for its live attenuated varicella vaccine [15] Group 5 - Shanghai Pharmaceuticals received a drug registration certificate for Pregabalin capsules in Thailand [19] - Sanxing Medical's subsidiary is expected to win contracts worth approximately 143 million yuan from State Grid projects [21] - Jiangsu Huachen plans to issue 460 million yuan in convertible bonds [24] Group 6 - Jian Gong Repair won a soil pollution remediation project worth 32.76 million yuan [25] - Dize Pharmaceutical completed patient enrollment for a global Phase III clinical trial of its drug [26] - Del Co. received acceptance for its application to issue shares for asset acquisition and raise matching funds [27] Group 7 - Beijing Kerui won multiple power grid projects with a total value of approximately 154 million yuan [27] - Xie Chuang Data signed financing lease contracts totaling 498 million yuan with Su Yin Financial Leasing [28] - Meige Intelligent submitted an application for H-share listing on the Hong Kong Stock Exchange [29][31] Group 8 - Aikodi plans to repurchase shares worth 100 million to 200 million yuan for employee stock ownership plans [54] - Kong Kong Industrial intends to sell 80% of Tianyuan Construction to its controlling shareholder [55] - Youyou Green Energy proposed a cash dividend of 12 yuan per 10 shares, totaling 50.4 million yuan [55]