证券代码：300404 证券简称：博济医药 公告编号：2025-062 博济医药科技股份有限公司 关于控股股东及其一致行动人减持股份预披露公告 公司控股股东王廷春先生及其一致行动人横琴广金美好基金管理有限公司 －广金美好费米十三号私募证券投资基金保证向本公司提供的信息内容真实、准 确、完整，没有虚假记载、误导性陈述或重大遗漏。 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。 特别提示： 持有博济医药科技股份有限公司（以下简称"公司"）股份 118,674,370 股 （占公司剔除回购专用证券账户中股份数量后的总股本比例 30.99%）的控股股 东、实际控制人王廷春先生及持有公司股份 5,536,700 股（占公司剔除回购专用 证券账户中股份数量后的总股本比例 1.45%）的一致行动人横琴广金美好基金管 理有限公司－广金美好费米十三号私募证券投资基金（以下简称"费米十三 号"）计划在本公告披露之日起 15 个交易日后的 3 个月内，以大宗交易或集中 竞价的方式合计减持本公司股份不超过 11,486,500 股（占公司剔除回购专用证券 账户中股份数量后的总股本比例的 3.00%）。 公司于近日 ...

Group 1 - The healthcare services sector has experienced a short-term decline, with Boji Pharmaceutical falling over 6% [1] - Other companies such as Nanmo Biology, Zhaoyan New Drug, Ruizhi Pharmaceutical, and Sanbo Brain Science also saw declines [1]

Core Viewpoint - The A-share market shows a slight decline with the Shanghai Composite Index closing at 3727.29 points, just above the five-day moving average, indicating a stable market trend despite a minor drop of 0.02% [1] Group 1: Market Overview - The total trading volume of A-shares reached 26,406.80 billion yuan today [1] - A total of 740 A-shares have surpassed the five-day moving average, reflecting a positive market sentiment [1] Group 2: Individual Stock Performance - Stocks with significant deviation from the five-day moving average include: - Boji Pharmaceutical (博济医药) with a deviation rate of 15.25% and a daily increase of 19.98% [2] - Nongshang Environment (农尚环境) with a deviation rate of 14.42% and a daily increase of 20.02% [2] - Tongyuan Environment (通源环境) with a deviation rate of 13.12% and a daily increase of 17.86% [2] - Other notable stocks with smaller deviation rates include: - Guodian Nari (国电南瑞) and Huatu Shanding (华图山鼎), which have just crossed the five-day moving average [1]

序号代码名称最新价涨跌幅主力净流入主力净占比1300404博济医药13.1519.981.60亿元25.81%2002044 美年健康5.621.631.21亿元12.18%3688222成都先导22.79-1.044455.81万元8.21%4002172澳洋健康 4.292.884286.71万元16.8%5603108润达医疗18.30.272967.82万元5.33%6300149睿智医药13.722.162281.96 万元2.17%7688246嘉和美康36.840.331193.96万元9.05%8000516国际医学5.440.181115.57万元 5.19%9600327大东方5.031.41936.31万元6.39%10301033迈普医学85.68-1.29623.31万元5.72% 8月19日，医疗服务行业下跌0.43%，今日主力资金流出36.14亿元，成分股13只上涨，29只下跌。 主力资金净流出居前的分别为药明康德（25.63亿元）、创新医疗（5.56亿元）、康龙化成（1.51亿 元）、昭衍新药（1.49亿元）、爱尔眼科（1.44亿元）。 来源：金融界 ...

Market Overview - The three major A-share indices collectively declined on the 19th, with the Shanghai Composite Index down 0.02%, the Shenzhen Component Index down 0.12%, and the ChiNext Index down 0.17% [2] - The North Securities 50 Index increased by 1.27% [2] - The total trading volume in the Shanghai and Shenzhen markets was 26,407 billion yuan, a decrease of 1,685 billion yuan compared to the previous day [2] Stock Performance - Over 2,900 stocks in the market experienced an increase [2] - The liquor sector continued to strengthen, with stocks like JiuGuiJiu hitting the daily limit and SheDe Liquor rising over 6% [2] - The innovative drug sector saw a peak and then a pullback, with stocks such as ShenLian Bio and BoJi Medicine hitting the daily limit [2] - Huawei HiSilicon concept stocks showed strong fluctuations, with ChengMai Technology hitting the daily limit and Sichuan Changhong also reaching the daily limit [2] Sector Adjustments - The insurance sector experienced a pullback, with China Life and China Pacific Insurance both declining over 2% [2] - The military equipment sector also faced adjustments, with stocks like FeiLiHua and GuangQi Technology dropping over 6% [2]

Market Overview - As of August 19, A-shares saw all three major indices rise collectively, with the Shanghai Composite Index up by 0.30%, the Shenzhen Component Index up by 0.30%, and the ChiNext Index up by 0.39% [2] - The North Star 50 Index experienced a significant increase of 3.16% [2] - The total trading volume in the Shanghai and Shenzhen markets reached 16,781 billion yuan, a decrease of 686 billion yuan compared to the previous day [2] Stock Performance - Over 3,200 stocks in the market recorded gains [2] - The liquor sector continued to perform strongly, with stocks like JiuGuiJiu hitting the daily limit and SheDe Liquor rising over 7% [2] - The innovative drug sector also showed strength, with companies such as ShenLian Bio and BoJi Pharma hitting the daily limit, and several others like SaiLi Medical and JiMin Health also reaching the daily limit [2] - Huawei HiSilicon concept stocks experienced fluctuations but generally trended upwards, with ChengMai Technology and Sichuan ChangHong both hitting the daily limit [2] Sector Adjustments - The insurance sector faced adjustments, with China Life Insurance dropping over 1% [2] - The military equipment sector also saw declines, with FengHuo Electronics and GuangQi Technology both falling over 5% [2]

8月19日上午，A股市场盘初走高，短线跳水后持续震荡。截至午间收盘，上证指数、深证成指均涨0.3%，创业板指涨0.39%。 全市场半日成交额达1.68万亿元，超3200只个股上涨。 盘面上，上午通信、计算机、食品饮料、房地产等板块走强，光模块、稀土、白酒、华为鸿蒙等概念股活跃；国防军工、非银金融、石油石化等板块回 调。 | Wind热门概念指数 | | | | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | | 稀土 | 白酒 | 光模块(CPO) | 光通信 | 4.74% | 4.56% | 3.38% | 3.43% | | 华为鸿蒙 | 光芯片 | 饮料制造 | 消费电子代工 | 2.87% | 2.86% | 2.86% | 2.69% | | 稀有金属 | 华为鲲鹏 | PEEK材料 | 光刻机 | -0.69% | -0.71% | 2.67% | 2.58% | | 化学原料 | 玻璃纤维 | 航母 | 挖掘机 | -0.83% | -0.86% | -0.87% | -0.95% | | 军工信息化 | 中航系 | 大飞机 ...

Market Overview - A-shares opened higher on August 19, with the Shanghai Composite Index and Shenzhen Component Index both up by 0.3%, and the ChiNext Index up by 0.39% at midday [2] - The total market turnover reached 1.68 trillion yuan, with over 3,200 stocks rising [3] Sector Performance - Strong sectors included telecommunications, computers, food and beverage, and real estate, while defense, non-bank financials, and oil and petrochemicals experienced pullbacks [3] - Notable gainers included: - Optical modules up 4.74% - Rare earths up 4.56% - Liquor up 3.43% [4] Hong Kong Market - The Hong Kong market also saw a synchronized fluctuation, with the Hang Seng Index up by 0.19%, the Hang Seng Tech Index up by 0.1%, and the Hang Seng China Enterprises Index up by 0.13% [5] Pharmaceutical Sector - The pharmaceutical sector experienced a surge, particularly in innovative drugs, with several stocks hitting the daily limit up [6][7] - Key stocks included: - Tuo Jing Life up 20.01% - Fu Rui Shares up 20.00% - Bo Ji Pharmaceutical up 19.98% [8] Optical Module Industry - The optical module industry is expected to enter a prosperous cycle starting in 2025, with significant growth anticipated in 2026 [10] - Domestic optical module giants have established a strong foothold in the global market, particularly through partnerships with North American cloud providers [10] AI and Robotics Development - Shanghai has launched an initiative to accelerate the integration of AI in manufacturing, aiming to implement smart applications in 3,000 manufacturing enterprises [12][13] - The initiative includes the deployment of industrial robots in high-risk and repetitive tasks to enhance production efficiency and safety [13] Stock Movements in AI and Robotics - Stocks related to AI and robotics saw significant gains, with companies like Nan Fang Precision Engineering hitting the daily limit up and reaching historical highs [14][15] - Notable performers included: - Far East Holdings up 10.03% - Chongda Technology up 9.99% - Shanghai Mechanical and Electrical up 9.99% [16] Smartphone Market Trends - The Chinese smartphone market saw a 4.1% decline in Q2, with a total shipment of 68.86 million units, marking the end of six consecutive quarters of growth [17] - Huawei regained the top position among manufacturers after four years, followed by Vivo, OPPO, Xiaomi, and Apple [17]

Market Overview - The three major A-share indices collectively rose, with the Shanghai Composite Index up 0.3% at 3739.26 points, the Shenzhen Component Index up 0.3%, and the ChiNext Index up 0.39% [1] - The North Star 50 Index surged by 3.16%, reaching a new historical high during the session [1] - The total trading volume in the Shanghai and Shenzhen markets was 16,781 billion yuan, a decrease of 686 billion yuan compared to the previous day, with over 3,200 stocks rising across the market [1] Sector Performance - The liquor sector saw a broad increase, with stocks like Guizhou Moutai (000799) hitting the daily limit and Shede Spirits (600702) rising over 7% [3] - Huawei's HiSilicon concept stocks continued to perform well, with Chengmai Technology hitting the daily limit and Sichuan Changhong (600839) also reaching the daily limit [3] - The CPO concept stocks experienced a surge, with Zhaolong Interconnect rising over 16%, and stocks like Yihua Co. (002897) and Chongda Technology (002815) hitting the daily limit [3] - The innovative drug sector strengthened, with Shunlian Bio and Boji Pharmaceutical (300404) both hitting the daily limit [3] - The real estate sector saw widespread gains, with companies like Huali Group (600503) and Electronic City (600658) hitting the daily limit, supported by government measures to stabilize the real estate market [3] Declines - Some military equipment stocks declined, with Fenghuo Electronics (000561) and Guangqi Technology (002625) dropping over 5% [4] - Brokerage stocks experienced a pullback, with Citic Securities (600030) and Dongfang Fortune (300059) both falling over 1% [4]

Group 1 - The core viewpoint of the articles highlights a significant surge in the innovative drug sector, with companies like Shenlian Bio and Boji Pharmaceutical reaching their historical highs, indicating a shift from "follower" to "leader" in China's innovative drug industry [1] - The current phase of China's innovative drug industry is identified as the 3.0 era, with expectations for 2025 to be a pivotal year for the overseas explosion of Chinese innovative drugs, with many products projected to exceed peak sales of $3 billion to $5 billion [1] - The investment opportunities in the innovative drug sector this year are anticipated to be greater than those in 2020-2021, driven by ongoing advancements and record-breaking licensing transactions [1] Group 2 - The National Medical Insurance Administration has recently published the preliminary list of drugs for the 2025 National Medical Insurance Drug Directory and commercial insurance innovative drug directory, with several cancer drugs and new drugs in chronic disease areas passing initial reviews [2] - The innovative drugs set to be included in the medical insurance and commercial insurance directories are mostly at a low base stage, suggesting potential for rapid growth as policy support continues to be released [2] - As the mid-year reporting season approaches, there are recommendations for investment opportunities based on the performance of companies in the second half of the year [2]