Market Overview - On August 8, the chemical pharmaceutical sector rose by 0.24% compared to the previous trading day, with Lianhuan Pharmaceutical leading the gains [1] - The Shanghai Composite Index closed at 3635.13, down 0.12%, while the Shenzhen Component Index closed at 11128.67, down 0.26% [1] Stock Performance - Notable declines in individual stocks include: - Shanghai Yizhong: closed at 72.23, down 5.42% with a trading volume of 80,000 shares and a turnover of 573 million yuan - Yifang Bio: closed at 39.80, down 5.37% with a trading volume of 203,000 shares and a turnover of 818 million yuan - Qianhong Pharmaceutical: closed at 10.19, down 4.77% with a trading volume of 1,197,800 shares and a turnover of 1.23 billion yuan [1] Capital Flow Analysis - The chemical pharmaceutical sector experienced a net outflow of 230 million yuan from institutional investors and a net outflow of 93.16 million yuan from retail investors, while retail investors saw a net inflow of 323 million yuan [1] - Key stocks with significant capital flow include: - Meinuohua: net inflow of 236 million yuan from institutional investors, with a 18.01% share - Lianhuan Pharmaceutical: net inflow of 197 million yuan from institutional investors, with a 13.40% share [2] - Other notable stocks include Han Yu Pharmaceutical and Bo Rui Pharmaceutical, with net inflows of 171 million yuan and 131 million yuan from institutional investors, respectively [2]

Group 1: A-share Market Performance - The A-share market experienced narrow fluctuations, with the Shanghai Composite Index slightly increasing by 0.07% and the Shenzhen Component Index rising by 0.14% [2] - The brain-computer interface (BCI) concept sector saw significant gains, with the Wind BCI Index rising over 3% during trading [5][6] - Notable stocks in the BCI sector included Sino Medical, which hit a 20% limit up, and other companies like Optoelectronics and Lepu Medical also saw substantial increases [5][6] Group 2: Brain-Computer Interface Industry Insights - The Ministry of Industry and Information Technology and other governmental bodies released an implementation opinion to promote the high-quality development of the BCI industry [6][7] - The implementation opinion emphasizes the integration of biological intelligence and machine intelligence, aiming for breakthroughs in key technologies by 2027 [7] - The BCI sector is positioned as a critical area for technological and industrial innovation, with expectations for a robust production and standards system [7] Group 3: New Stock Listings - Two new stocks were listed on the A-share market, both experiencing significant price increases, with Youli Intelligent rising over 300% and Tianfulong increasing by over 240% during trading [8][10] - Youli Intelligent specializes in photovoltaic support structures, while Tianfulong focuses on differentiated polyester short fibers and new materials for solar panel protection [9][12] Group 4: Hong Kong Market Performance - The Hong Kong market showed a lackluster performance, with the Hang Seng Index falling below the 25,000-point mark [13] - Among the constituents, stocks like Kowloon Warehouse and SMIC saw notable declines, while companies such as CSPC Pharmaceutical and China Hongqiao led the gains [14] - Dongfeng Group's shares surged by over 14% despite a profit warning indicating a significant expected decline in net profit for the first half of the year [15]

责任编辑：公司观察 专题：专题|2024年度A股CFO数据报告：美的集团钟铮年薪946万，比亚迪周亚琳896万 作为上市公司核心管理层关键成员，财务总监CFO的地位与作用至关重要。新浪财经《2024年度A股 CFO数据报告》显示，2024年A股上市公司财务总监CFO群体薪酬规模合计达42.70亿元，平均年薪为 81.48万元。 分行业来看，统计数据显示，剔除2024年时任CFO已离任的公司后，A股共有87家上市化学制剂公司， 其聘任总体情况如下（部分统计口径剔除无效数据）。 从CFO的年龄分布来看，40岁-50岁CFO是市场的中坚力量，占比共计达到47%；60岁以上的CFO占比 为4%；50岁-60岁的CFO群体占比为39%；40岁及以下CFO群体占比为10%。其中，目前仍任职的最年 轻的上市公司CFO年龄33岁，为北陆药业的曾妮。 从CFO的学历分布看，拥有大专、本科、硕士、博士学历的CFO占比分别为9%、52%、38%、1%。其 中，获得博士学历的CFO仅一人，为恒瑞医药的刘健俊。 从薪酬分布看，A股化学制剂公司CFO年薪平均值为104.48万元。经统计，处于50万以下、50万-100 万、100万-20 ...

股票代码：300016 股票简称：北陆药业 公告编号：2025-088 债券代码：123082 债券简称：北陆转债 北京北陆药业股份有限公司 关于"北陆转债"即将停止转股暨赎回前最后半个交易日 的重要提示性公告 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。 重要内容提示： 1、最后转股日：2025 年 8 月 4 日 截至本公告披露时，距离"北陆转债"停止转股仅剩半个交易日（即 2025 年 8 月 4 日下午交易时段）。当日收市前，持有"北陆转债"的投资者仍可进 行转股；2025 年 8 月 4 日收市后，仍未转股的"北陆转债"，将按照 101.64 元 /张（含息税）的价格强制赎回。 2、因目前"北陆转债"二级市场价格与赎回价格存在较大差异，特别提 醒"北陆转债"持有人注意在限期内转股，如果投资者未及时转股，可能面临 损失，敬请投资者注意投资风险。 特别提示： 1、可转债赎回条件满足日：2025 年 7 月 14 日 2、可转债赎回登记日：2025 年 8 月 4 日 1 3、可转债赎回日：2025 年 8 月 5 日 4、可转债赎回价格：101.64 ...

Core Viewpoint - The company announces the mandatory redemption of its convertible bonds ("北陆转债") at a price of 101.64 CNY per bond, urging investors to convert their bonds before the deadline to avoid potential losses due to the significant difference between the market price and the redemption price [1][2][8]. Summary by Sections Convertible Bond Basic Information - The total issuance of the convertible bonds was 500 million CNY, approved by the China Securities Regulatory Commission [2]. - The conversion period for the bonds is from June 11, 2021, to December 6, 2026 [2]. Conversion Price Adjustments - The initial conversion price was set at 11.41 CNY per share, which was later adjusted downwards to 8.75 CNY due to market conditions and corporate actions [3][4][5]. - The current conversion price is 7.02 CNY per share, effective from May 19, 2025 [6]. Conditional Redemption Terms - The company has the right to redeem the bonds if the stock price exceeds 130% of the conversion price for 15 trading days within a 30-day period [7]. - The redemption condition was triggered as the stock price reached 9.13 CNY, which is 130% of the conversion price [8]. Redemption Implementation - The redemption price is set at 101.64 CNY per bond, which includes accrued interest [9]. - The redemption process will begin on July 31, 2025, with trading of the bonds ceasing on that date, and conversion ceasing on August 5, 2025 [9][10]. Shareholder Actions and Compliance - Shareholders must process their conversion requests through their respective securities firms, and the minimum conversion unit is one share [10]. - The company has confirmed that there were no transactions of the bonds by major shareholders in the six months prior to the redemption condition being met [9].

股票代码：300016 股票简称：北陆药业 公告编号：2025-087 债券代码：123082 债券简称：北陆转债 北京北陆药业股份有限公司 关于"北陆转债"即将停止转股暨赎回前最后一个交易日 的重要提示性公告 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。 重要内容提示： 1、最后转股日：2025 年 8 月 4 日 2025 年 8 月 4 日为"北陆转债"最后一个转股日，当日收市前，持有"北 陆转债"的投资者仍可进行转股；2025 年 8 月 4 日收市后，仍未转股的"北 陆转债"，将按照 101.64 元/张（含息税）的价格强制赎回，因目前"北陆转债" 二级市场价格与赎回价格存在较大差异，特别提醒"北陆转债"持有人注意在 限期内转股，如果投资者未及时转股，可能面临损失，敬请投资者注意投资风 险。 2、截至 2025 年 8 月 1 日收市后，距离"北陆转债"赎回日（2025 年 8 月 5 日）仅剩下 1 个交易日。特提醒投资者仔细阅读本公告内容，关注相关风险， 谨慎交易"北陆转债"，注意在限期内转股。 特别提示： 1 1、可转债赎回条件满足日：202 ...

（原标题：突然大爆发，601606股价创新高！这一领域迎利好，主力资金抢筹股出炉） 我国脑机接口正处于由基础研究向临床应用转化的重要阶段。 7月31日，市场全天震荡调整，三大股指午后均跌超1%。算力概念股活跃，英维克、川润股份等多股涨 停。创新药概念延续强势，钢铁、煤炭等周期股集体调整，油气、有色金属等板块跌幅居前。 军工股尾盘爆发，长城军工(601606)涨停再创新高，北方长龙涨17.22%，捷强装备、内蒙一机等个股尾 盘快速上涨。 国家医保局支持脑机接口等新技术进入临床并收费 据央视新闻报道，为支持药品和医疗器械创新发展，国家医保局制定新上市药品首发价格机制，新增了 100多项与医疗新技术相关的价格项目。国家医保局从立项、定价等方面入手，畅通新技术的收费通 道，助力满足临床急需的新技术新产品加快收益回报。 | | | 主力资金净流入额居前的脑机接口概念股一览 | | | | --- | --- | --- | --- | --- | | 代码 | 简称 | 总市值 (亿元) | 年内涨跌幅 (%) | 7月31日丰力 净流入额 | | 300418 | 昆仑万维 | 450.67 | -6.70 | (亿 ...

Core Viewpoint - The company announces the mandatory redemption of its convertible bonds ("北陆转债") at a price of 101.64 CNY per bond, effective after the market closes on August 4, 2025, urging investors to convert their bonds before the deadline to avoid potential losses [1][2][9]. Summary by Sections Convertible Bond Basic Information - The total issuance of the convertible bonds was 500 million CNY, approved by the China Securities Regulatory Commission [2]. - The bonds were issued on December 11, 2020, with a conversion period from June 11, 2021, to December 6, 2026 [2]. Conversion Price Adjustments - The initial conversion price was set at 11.41 CNY per share, which was later adjusted downwards to 8.75 CNY due to market conditions and corporate actions [3][4][5]. - The current conversion price is 7.02 CNY per share, effective from May 19, 2025 [6]. Conditional Redemption Terms - The company has the right to redeem the bonds if the stock price exceeds 130% of the conversion price for 15 trading days within a 30-day period [7]. - The redemption was triggered as the stock price was above 9.13 CNY (130% of 7.02 CNY) for the required duration [7][8]. Redemption Implementation - The redemption price is calculated as 101.64 CNY per bond, which includes accrued interest [9]. - The redemption process will begin on July 31, 2025, when trading of the bonds will cease, and conversion will stop on August 5, 2025 [9][10]. Shareholder Actions and Notifications - Bondholders must process their conversion through their respective securities firms, and any unconverted bonds will be redeemed at the specified price [9][10]. - The company will publish announcements regarding the redemption results and the delisting of the bonds from the Shenzhen Stock Exchange [9][10].

债券代码：123082 债券简称：北陆转债 股票代码：300016 股票简称：北陆药业 公告编号：2025-086 北京北陆药业股份有限公司 2025 年 8 月 4 日为"北陆转债"最后一个转股日，当日收市前，持有"北 陆转债"的投资者仍可进行转股；2025 年 8 月 4 日收市后，仍未转股的"北 陆转债"，将按照 101.64 元/张（含息税）的价格强制赎回，因目前"北陆转债" 二级市场价格与赎回价格存在较大差异，特别提醒"北陆转债"持有人注意在 限期内转股，如果投资者未及时转股，可能面临损失，敬请投资者注意投资风 险。 2、截至 2025 年 8 月 1 日收市后，距离"北陆转债"赎回日（2025 年 8 月 5 日）仅剩下 1 个交易日。特提醒投资者仔细阅读本公告内容，关注相关风险， 谨慎交易"北陆转债"，注意在限期内转股。 特别提示： 1、可转债赎回条件满足日：2025 年 7 月 14 日 1 关于"北陆转债"赎回实施暨即将停止转股的重要提示性公告 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。 重要内容提示： 1、最后转股日：2025 年 8 ...

关于"北陆转债"赎回实施暨即将停止转股的重要提示性公告 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。 重要内容提示： 1、最后转股日：2025 年 8 月 4 日 债券代码：123082 债券简称：北陆转债 股票代码：300016 股票简称：北陆药业 公告编号：2025-085 北京北陆药业股份有限公司 2025 年 8 月 4 日为"北陆转债"最后一个转股日，当日收市前，持有"北 陆转债"的投资者仍可进行转股；2025 年 8 月 4 日收市后，仍未转股的"北 陆转债"，将按照 101.64 元/张（含息税）的价格强制赎回，因目前"北陆转债" 二级市场价格与赎回价格存在较大差异，特别提醒"北陆转债"持有人注意在 限期内转股，如果投资者未及时转股，可能面临损失，敬请投资者注意投资风 险。 2、截至 2025 年 7 月 31 日收市后，距离"北陆转债"赎回日（2025 年 8 月 5 日）仅剩下 2 个交易日。特提醒投资者仔细阅读本公告内容，关注相关风 险，谨慎交易"北陆转债"，注意在限期内转股。 特别提示： 1、可转债赎回条件满足日：2025 年 7 月 ...