格隆汇7月31日丨振东制药(300158.SZ)在互动平台表示，公司无药品可用于基孔肯雅热病毒的治疗。 ...

格隆汇7月31日丨振东制药(300158.SZ)在互动平台表示，达霏欣牌米诺地尔搽剂用于治疗男性型脱发和 斑秃。 ...

格隆汇7月31日丨振东制药(300158.SZ)在互动平台表示，公司无药品可用于基孔肯雅热病毒的治疗。 ...

Group 1 - The company, Zhendong Pharmaceutical (300158.SZ), announced on the interactive platform that it has developed a mosquito-repellent wristband and a special drug for the prevention and treatment of arboviruses [1]

Group 1: Company Performance - Shunluo Electronics reported a net profit of 486 million yuan for the first half of 2025, a year-on-year increase of 32.03% [1] - Yiwai Communication's net profit for the first half of 2025 was 31.02 million yuan, a year-on-year decrease of 68.57% [1] - CATL achieved a net profit of 30.485 billion yuan in the first half of 2025, reflecting a year-on-year growth of 33.33% [2] - Huijia Times reported a net profit of 67.0481 million yuan for the first half of 2025, a year-on-year increase of 62.64% [15] - Zhimi Intelligent's net profit for the first half of 2025 was 102 million yuan, a year-on-year increase of 80.08% [23] Group 2: Company Announcements - Shunluo Electronics' revenue for the first half of 2025 was 3.224 billion yuan, up 19.80% year-on-year [1] - Yiwai Communication's revenue decreased to 360 million yuan, down 24.62% year-on-year [1] - CATL proposed a cash dividend of 10.07 yuan per 10 shares based on a total share capital of 4.537 billion shares [2] - Vanke A received a loan of up to 869 million yuan from Shenzhen Metro Group for debt repayment [7] - Lideman is planning to acquire up to 70% of Beijing Xiansheng Xiangrui Biological Products Co., Ltd. [8] Group 3: Industry Developments - The pharmaceutical industry is seeing advancements with Zhendong Pharmaceutical's clinical trial reaching a major research endpoint for a new product [3] - The construction industry is witnessing new orders, with Zhongyan Dadi signing 22 new contracts worth 257 million yuan in Q2 [4] - The energy sector is expanding with Hangyang Co. planning to establish a joint venture for hydrogen energy production [16] - Watson Bio signed a revised exclusive licensing agreement to expand its technology collaboration into non-patient areas [17]

Core Viewpoint - The article highlights a collective rebound in the technology sector, driven by strong performances from Microsoft and Meta, which have ignited interest in the computing power segment and sustained momentum in innovative pharmaceuticals [2][8]. Market Overview - The A-share market showed mixed performance with the Shanghai Composite Index down by 0.68% and the Shenzhen Component Index down by 0.45%, while the ChiNext Index rose by 0.43% [2]. - The total trading volume in the Shanghai and Shenzhen markets exceeded 1.14 trillion yuan, an increase of 562 billion yuan compared to the previous trading day [3]. Technology Sector Performance - Major technology stocks rebounded, with CPO (Cloud Power Optimization), PCB (Printed Circuit Board), and other computing hardware leading the gains. Concepts related to communication and AI also saw renewed activity [3][9]. - CPO concept stocks experienced significant gains, with companies like Ruijie Networks and Cambridge Technology seeing substantial increases in stock prices, with Cambridge Technology hitting the daily limit [10][13]. Innovative Pharmaceuticals - The innovative pharmaceutical sector remained active, with stocks like Nanxin Pharmaceutical and Qizheng Tibetan Medicine hitting the daily limit, indicating strong investor interest [17]. - A report from CITIC Securities suggests that recent policy signals support the development of innovative drugs and medical devices, indicating potential investment opportunities in the medical device sector [22]. Notable Stock Movements - Industrial Fulian's stock surged over 8%, reaching a historical high with a market capitalization of 704.2 billion yuan, surpassing Changjiang Electric Power [15]. - The article also notes significant gains in weight-loss drug stocks, with companies like Anke Bio and Dezheng Health seeing increases of over 6% [20][21].

Group 1 - The A-share innovative drug concept stocks continue to rise, with Nanxin Pharmaceutical hitting the 20% daily limit up [1] - Qizheng Tibetan Medicine and Hanshang Group also reached the daily limit up, indicating strong market interest [1] - Other companies such as Hitec Biological, Anke Biological, Huisheng Biological, Zhendong Pharmaceutical, Tebao Biological, and Treasure Island saw increases of over 5% [1]

（文章来源：每日经济新闻） 每经AI快讯，7月31日，创新药概念股持续活跃，南新制药20%涨停，奇正藏药、汉商集团涨停，海特 生物、安科生物、回盛生物、振东制药、特宝生物、珍宝岛等涨超5%。 ...

Group 1 - The A-share innovative drug concept stocks continue to rise, with Nanjing New Pharmaceutical hitting the 20% daily limit up [1] - Qizheng Pharmaceutical and Hanchang Group also reached the daily limit up [1] - Other companies such as Hite Bio, Anke Bio, Huisheng Bio, Zhendong Pharmaceutical, Tebao Bio, and Zhenbaodao saw increases of over 5% [1]

Core Viewpoint - Zhendong Pharmaceutical announced that its associate company, Guangdong Longchuang Biopharmaceutical Co., Ltd., has achieved the primary research endpoint in the Phase III clinical trial of the "Vaginal Lactobacillus Dual Live Bacteria Capsule" [1] Group 1 - The Phase III clinical trial for the "Vaginal Lactobacillus Dual Live Bacteria Capsule" has reached its primary research endpoint [1] - The company plans to submit a communication application to the National Medical Products Administration (NMPA) for the marketing authorization of the product targeting bacterial vaginosis [1] - The company is actively promoting the market launch process for the "Vaginal Lactobacillus Dual Live Bacteria Capsule" [1]