Group 1 - The pharmaceutical sector showed strong performance on July 29, with several stocks experiencing significant gains [2] - Sanmgen (837344.BJ) led the market with a 20.76% increase, followed by Ruizhi Pharmaceutical (300149.SZ) and Yaoshi Technology (300725.SZ), which rose by 20.02% and 18.77% respectively [2] - Other companies such as Aoxiang Pharmaceutical, Asia-Pacific Pharmaceutical, Chenxin Pharmaceutical, Renmin Tongtai, and Jiuzhou Pharmaceutical also reached their daily limit up [2] Group 2 - Market analysis suggests that the strong performance of the pharmaceutical sector may be attributed to favorable policies and an increase in industry prosperity [2]

Market Performance - The ChiNext Index rose by 1.86%, closing at 2406.59 points, with a total trading volume of 495.775 billion yuan, an increase of 41.386 billion yuan compared to the previous trading day [1] - Among the tradable ChiNext stocks, 608 stocks closed higher, with 16 stocks rising over 10%, including companies like Xingfu Lanhai and Ruizhi Medicine, which hit the daily limit [1] Trading Activity - The average turnover rate for ChiNext stocks today was 4.50%, with 52 stocks having turnover rates exceeding 20% [1] - The stock with the highest turnover rate was Beifang Changlong, which closed up 7.12% with a turnover rate of 49.95% and a trading volume of 1.026 billion yuan [1] High Turnover Stocks - Among the high turnover stocks, 37 stocks increased in value, with Ruizhi Medicine and KJY Technology both rising by 20.02% [2] - The electronic industry had the most stocks with turnover rates exceeding 20%, followed by the pharmaceutical and power equipment sectors [2] Institutional Activity - Eight high turnover ChiNext stocks appeared on the Dragon and Tiger list, with significant institutional buying in Beifang Changlong and Ruizhi Medicine [3] - The net buying amounts for the top stocks included Ruizhi Medicine at 75.5478 million yuan and KJY Technology at 28.7828 million yuan [3] Earnings Forecasts - Among the high turnover stocks, nine companies released half-year earnings forecasts, with eight expecting profit increases [4] - The highest projected net profit growth was for Hanyu Pharmaceutical, with a median expected profit of 152 million yuan, representing a year-on-year increase of 1567.36% [4]

Market Overview - The indices continued to rise collectively, with a significant drop in the morning followed by a recovery in sentiment in the afternoon [3] - The Shanghai Composite Index, Shenzhen Component Index, and ChiNext Index closed up by 0.33%, 0.64%, and 1.86% respectively, with over 3,000 stocks declining and more than 2,200 stocks rising [4] Optimizing Fertility - The "Implementation Plan for Childcare Subsidy System" was officially launched, providing annual subsidies of 3,600 yuan per child for children under three years old starting January 1, 2025 [8] - The fertility optimization sector saw a collective high opening but ended with a "high open low close" trend, with the sector rising by only 0.18% after an initial surge [9][10] - Stocks like Beiyinmei and Aiyingshi opened strongly but fell significantly, while stocks in the dairy sector also experienced a similar pattern [10] Yajiang Hydropower Station - The Yajiang Hydropower Station saw a rebound in the afternoon, with stocks like Xining Special Steel and Tibet Tianlu hitting the daily limit [15] - The Yajiang Hydropower concept stocks rose over 2% by the end of the day, indicating a recovery in investor interest [14] Stablecoin Sector - The stablecoin concept stocks experienced a partial rebound, with companies like Hengbao Co. and Sifang Jichuang showing strong performance [19] - The sector had been quiet for about two weeks but is now looking for a significant catalyst to revive interest [21] Guotou Intelligent - Guotou Intelligent saw a significant rise, closing up over 18.5%, attributed to news regarding a special action by the Internet Information Office [25] - The company is reportedly working on AI fraud prevention services, with a potential market space exceeding 120 billion yuan if it covers 1 billion smartphone users [28]

资金流向方面，今日该股主力资金净流入2.35亿元，其中，特大单净流入2.46亿元，大单资金净流出1089.36万元。近5日主力资金净流入2.43亿 元。 融资融券数据显示，该股最新（7月28日）两融余额为2.23亿元，其中，融资余额为2.23亿元，融券余额为10.21万元。近5日融资余额合计增加 4082.56万元，增幅为22.47%，融券余额合计减少0.50万元，降幅4.66%。（数据宝） 睿智医药7月29日交易公开信息 （原标题：睿智医药7月29日龙虎榜数据） 睿智医药今日涨停，全天换手率24.95%，成交额15.34亿元，振幅22.50%。龙虎榜数据显示，机构净买入8974.41万元，营业部席位合计净买入 7554.78万元。 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，机构专用席位净买入8974.41万元。 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3.47亿元，其中，买入成交额为2.56亿元，卖出成交额为9095.17万元，合计净买入 1.65亿元。 具体来看，今日上榜的营业部中，共有3家机构专用席位现身，即买二、买四、买五、卖一，合计买入金额1.26亿元，卖出金额3 ...

Core Insights - The cell immunotherapy sector saw a 2.42% increase, ranking 6th among concept sectors, with 42 stocks rising, led by Ruizhi Pharmaceutical with a 20% limit-up [1] - Major inflows were observed in the cell immunotherapy sector, with a net outflow of 239 million yuan, while 31 stocks experienced net inflows, with Ruizhi Pharmaceutical leading at 235 million yuan [1][2] Group 1: Sector Performance - The cell immunotherapy concept had a 2.42% increase, with notable performers including Ruizhi Pharmaceutical (20.02%), Sanyuan Gene (20.76%), and Haitai Biological (15.28%) [1] - The sector's performance was contrasted by declines in stocks like Saili Medical (-4.62%), Zexin Pharmaceutical (-3.47%), and Xue Rong Biological (-2.39%) [1] Group 2: Fund Flow Analysis - Ruizhi Pharmaceutical, Jinyu Medical, and Chengda Pharmaceutical had the highest net inflow ratios at 15.31%, 10.34%, and 9.67% respectively [2] - The top stocks by net inflow included Ruizhi Pharmaceutical (234.82 million yuan), Hanyu Pharmaceutical (73.39 million yuan), and Jiu Zhitang (49.52 million yuan) [2][3] Group 3: Stock Performance - Stocks like Haitai Biological and Yuedong Pharmaceutical showed significant gains, with Haitai Biological rising by 15.28% and Yuedong Pharmaceutical by 9.96% [1][4] - Conversely, stocks such as Saili Medical and Zexin Pharmaceutical faced notable declines, with Saili Medical down by 4.62% and Zexin Pharmaceutical by 3.47% [5]

Group 1 - The recombinant protein concept sector rose by 2.90%, ranking second among concept sectors, with 41 stocks increasing in value [1][2] - Notable gainers in the sector included Ruizhi Pharmaceutical, which hit a 20% limit up, and other significant increases were seen in Sanyuan Gene (20.76%), Haite Biological (15.28%), and NuoSilande (11.14%) [1][2] - The sector experienced a net inflow of 1.22 billion yuan from main funds, with 33 stocks receiving net inflows, and six stocks exceeding 50 million yuan in net inflow [2][3] Group 2 - The leading stocks by net inflow included Zhifei Biological (net inflow of 256 million yuan), Ruizhi Pharmaceutical (235 million yuan), Chengdu XianDao (157 million yuan), and Shenzhou Cell (134 million yuan) [2][3] - The top three stocks by net inflow ratio were Shenzhou Cell (19.31%), Kaiyin Technology (16.57%), and Chengdu XianDao (16.19%) [3] - The overall market saw various concept sectors with mixed performances, with CRO concept leading at 4.00% increase, while sectors like pork and chicken saw declines of -1.35% and -1.12% respectively [2]

今日涨跌幅居前的概念板块 截至7月29日收盘，CRO概念上涨4.00%，位居概念板块涨幅第1，板块内，61股上涨，睿智医药20%涨 停，奥翔药业、九洲药业等涨停，药石科技、海特生物、昭衍新药等涨幅居前，分别上涨18.77%、 15.28%、9.94%。跌幅居前的有亨迪药业、东方海洋、河化股份等，分别下跌1.64%、1.36%、1.22%。 CRO概念资金流入榜 | 代码 | 简称 | 今日涨跌幅 | 今日换手率 | 主力资金流量（万 | 主力资金净流入比率 | | --- | --- | --- | --- | --- | --- | | | | （%） | （%） | 元） | （%） | | 603456 | 九洲药 业 | 10.01 | 12.54 | 24987.61 | 11.64 | | 300149 | 睿智医 药 | 20.02 | 24.95 | 23482.56 | 15.31 | | 688222 | 成都先 导 | 4.13 | 10.29 | 15713.53 | 16.19 | | 300759 | 康龙化 成 | 6.49 | 7.54 | 14552.85 | 4.28 | ...

截至7月29日收盘，创新药概念上涨2.79%，位居概念板块涨幅第3，板块内，195股上涨，睿智医药20% 涨停，奥翔药业、亚太药业、九洲药业等涨停，三元基因、药石科技、南新制药等涨幅居前，分别上涨 20.76%、18.77%、17.01%。跌幅居前的有昂利康、*ST苏吴、多瑞医药等，分别下跌6.16%、5.04%、 4.66%。 今日涨跌幅居前的概念板块 | 概念 | 今日涨跌幅（%） | 概念 | 今日涨跌幅（%） | | --- | --- | --- | --- | | CRO概念 | 4.00 | 猪肉 | -1.35 | | 重组蛋白 | 2.90 | 养鸡 | -1.12 | | 创新药 | 2.79 | 草甘膦 | -1.10 | | 减肥药 | 2.76 | 粮食概念 | -1.00 | | F5G概念 | 2.43 | 芬太尼 | -0.88 | | 细胞免疫治疗 | 2.42 | PEEK材料 | -0.85 | | 仿制药一致性评价 | 2.30 | 预制菜 | -0.85 | | 共封装光学(CPO) | 2.23 | 生态农业 | -0.78 | | 特钢概念 | 2.08 | C2 ...

| 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | --- | --- | --- | --- | --- | --- | | 002173 | 创新医疗 | 14.25 | -2.40% | 30.64万 | 4.38亿 | | 600568 | ST中珠 | 1.71 | -1.16% | 25.07万 | 4270.89万 | | 301060 | 兰卫医学 | 10.88 | -0.91% | 15.48万 | 1.68 Z | | 002622 | 皓宸医疗 | 3.08 | -0.65% | 19.90万 | 6122.15万 | | 835670 | 数字人 | 15.01 | -0.27% | 2.46万 | 3694.46万 | | 002172 | 澳洋健康 | 4.04 | -0.25% | 76.58万 | 3.11亿 | | 301293 | 三博脑科 | 48.88 | -0.10% | 6.96万 | 3.37亿 | | 300143 | 宮康生命 | 10.13 | 0.10% | 9.68万 | 9742.32万 | | 002044 | ...

上海市徐汇区淮海中路 1010 号嘉华中心 45 层 邮编：200031 Suite 45/F, K.Wah Centre, 1010 Huaihai Road (M), Xuhui District, Shanghai, China T: (86-21) 5404 9930 F: (86-21) 5404 9931 北京市竞天公诚律师事务所上海分所 关于 睿智医药科技股份有限公司 2025 年限制性股票激励计划调整及首次授予事项之 法律意见书 二〇二五年七月 北京 · 上海 · 深圳 · 成都 · 南京 · 杭州 · 广州 · 三亚 · 香港 Beijing·Shanghai·Shenzhen·Chengdu·Nanjing·Hangzhou·Guangzhou·Sanya·Hong Kong 北京市竞天公诚律师事务所上海分所 关于睿智医药科技股份有限公司 2025 年限制性股票激励计划调整及首次授予事项之 法律意见书 致：睿智医药科技股份有限公司 本所接受睿智医药的委托，根据《公司法》《证券法》《管理办法》等有关 法律、法规、规章及规范性文件的规定，已就公司本次激励计划的相关事项出具 了《北京市竞天公诚律 ...