证券代码：300006 证券简称：莱美药业 公告编号：2025-033 重庆莱美药业股份有限公司 关于投资的产业投资基金延长存续期限 暨完成工商登记的公告 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。 一、产业基金基本情况 重庆莱美药业股份有限公司（以下简称"公司"）于 2018 年与广州赛富立 合资本管理有限公司（以下简称"赛富资本"）、广东立合投资控股有限公司签 署《合伙协议》，共同投资设立广州赛富健康产业投资合伙企业（有限合伙）（以 下简称"赛富健康"），具体内容详见公司在巨潮资讯网（http://www.cninfo.com.cn） 上披露的《关于投资设立产业投资基金的公告》（公告编号：2018-035）。 二、产业基金延期情况 赛富健康原经营期限将于2025年7月26日到期，因投资的部分项目未能完全 退出，为保证基金的正常运作和项目的顺利退出，实现合伙人权益，根据《合 伙协议》的约定，经普通合伙人赛富资本提议并由全体合伙人一致决定：同意 延长赛富健康存续期两年，即存续期延长至2027年7月26日，并签署合伙企业相 关文件。近日，赛富健康已完成工商变 ...

Group 1 - The A-share ophthalmology sector experienced a volatile rebound, with Tianmu Pharmaceutical hitting the daily limit up [1] - Other companies such as Xingqi Eye Medicine, Laimei Pharmaceutical, Nuo Silan De, and Daheng Technology also saw increases in their stock prices [1]

Group 1 - The pharmaceutical e-commerce sector saw a rise of 2.00%, ranking 8th among concept sectors, with 124 stocks increasing in value [1] - Notable gainers included Rundu Co., Aosaikang, and Wanbangde, which reached their daily limit up, while Furuishi and Laimei Pharmaceuticals also performed well with increases of 9.55%, 8.48%, and 5.54% respectively [1] - The sector experienced a net inflow of 750 million yuan from main funds, with 83 stocks receiving net inflows, and 8 stocks exceeding 50 million yuan in net inflow [2] Group 2 - Rundu Co. led the net inflow with 145 million yuan, followed by Yipin Hong, Furuishi, and Zhongsheng Pharmaceuticals with net inflows of 98.68 million yuan, 83.98 million yuan, and 70.42 million yuan respectively [2] - In terms of net inflow ratio, Rundu Co. had a leading rate of 42.20%, followed by Zhejiang Zhenyuan and ST Huluwawa at 29.25% and 16.55% respectively [3] Group 3 - The pharmaceutical e-commerce concept had a total of 124 stocks rising, with significant contributions from stocks like Rundu Co. and Aosaikang, which both showed strong performance [1][2] - The overall market sentiment in the pharmaceutical e-commerce sector appears positive, as indicated by the substantial net inflows and the number of stocks experiencing gains [2][3]

Group 1 - The hepatitis concept sector rose by 2.17%, ranking 7th among concept sectors, with 120 stocks increasing in value, including notable gainers such as Rundu Co., Wanbangde, and Lisheng Pharmaceutical, which hit the daily limit [1][2] - The top gainers in the hepatitis concept sector included Guangshantang, Furuishi, and Laimei Pharmaceutical, with increases of 16.55%, 9.55%, and 8.48% respectively [1][2] - The sector experienced a net inflow of 1.831 billion yuan, with 87 stocks receiving net inflows, and 16 stocks exceeding 50 million yuan in net inflow, led by Qianhong Pharmaceutical with a net inflow of 227 million yuan [2][3] Group 2 - The leading stocks by net inflow ratio included Rundu Co. at 42.20%, ST Weiming at 33.93%, and Zhejiang Zhenyuan at 29.25% [3] - The top stocks in the hepatitis concept sector based on net inflow included Qianhong Pharmaceutical, ST Weiming, and Hanyu Pharmaceutical, with respective net inflows of 226.89 million yuan, 168.20 million yuan, and 165.89 million yuan [3][4] - The overall performance of the hepatitis concept sector reflects strong investor interest and significant capital inflows, indicating potential growth opportunities within the sector [2][3]

Group 1 - The concept of Helicobacter pylori has seen an increase of 1.93%, ranking 9th among concept sectors, with 62 stocks rising, including Rundu Co., Aosaikang, and Zhejiang Zhenyuan hitting the daily limit [1][2] - Leading gainers in the Helicobacter pylori sector include Laimei Pharmaceutical, Hanyu Pharmaceutical, and Te Yi Pharmaceutical, with increases of 8.48%, 6.41%, and 5.49% respectively [1] - The sector experienced a net inflow of 774 million yuan from main funds, with 49 stocks receiving net inflows, and 8 stocks exceeding 50 million yuan in net inflow, led by Hanyu Pharmaceutical with 166 million yuan [2][3] Group 2 - The top three stocks by net inflow ratio are Rundu Co. at 42.20%, Zhejiang Zhenyuan at 29.25%, and ST Huluwa at 16.55% [3][4] - Hanyu Pharmaceutical had a trading volume of 165.89 million yuan with a net inflow ratio of 6.26%, while Rundu Co. had a trading volume of 144.66 million yuan [3][4] - The overall market performance shows a mixed trend, with some stocks like Zhijiang Biology, ST Suwu, and Dongfang Ocean experiencing declines of 6.08%, 5.02%, and 4.23% respectively [6][7]

Core Points - The latest financing balance of the ChiNext market is 367.464 billion yuan, with a week-on-week increase of 3.028 billion yuan, indicating a positive trend in financing activities [1] - A total of 25 stocks saw their financing balances increase by over 10%, while 12 stocks experienced a decline of more than 10% [1] Financing Balance Overview - The total margin balance for ChiNext stocks reached 368.568 billion yuan, marking a continuous increase for six consecutive trading days [1] - The financing balance specifically increased to 367.464 billion yuan, with a week-on-week rise of 3.028 billion yuan [1] - The margin trading balance for short selling decreased to 1.103 billion yuan, reflecting a reduction of 7.6652 million yuan [1] Stocks with Significant Financing Balance Increase - Among the 535 stocks with increased financing balances, the stock with the highest increase is Sanwei Tiandi, which saw a financing balance of 70.6392 million yuan, up 66.35% from the previous day [3] - Other notable stocks with significant increases include Focase Technology and Shanghai Steel Union, with increases of 43.23% and 34.52%, respectively [3] Market Performance of Stocks with Increased Financing - Stocks with financing balance increases averaged a rise of 2.86% on the trading day, with top performers including Sanchuan Wisdom, Yirui Biology, and Focase Technology, which rose by 15.27%, 12.15%, and 11.54% respectively [2] - Conversely, stocks with the largest declines included Pulian Software, Houpu Co., and Hopu Co., with declines of 6.92%, 5.85%, and 3.61% respectively [2] Stocks with Significant Financing Balance Decrease - A total of 400 stocks experienced a decrease in financing balance, with 12 stocks seeing declines of over 10% [4] - The stock with the largest decrease is Tuanluozhe, with a financing balance of 18.9151 million yuan, down 94.06% [4] - Other stocks with significant declines include Laimei Pharmaceutical and Jialian Technology, with decreases of 22.96% and 21.70% respectively [4]

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]