Group 1 - The core point of the news is the performance and holdings of the China Europe Medical Health Mixed Fund C, which has shown a recent net value increase of 0.94% but a one-month return of -0.94% [1] - The fund's three-month return is 16.34%, ranking 306 out of 1238 similar funds, while its year-to-date return is 10.10%, ranking 434 out of 1218 [1] - The top ten stock holdings of the fund account for a total of 55.30%, with significant positions in companies such as Heng Rui Pharmaceutical (10.60%) and WuXi AppTec (9.95%) [1] Group 2 - The China Europe Medical Health Mixed Fund C was established on September 29, 2016, and as of March 31, 2025, it has a total scale of 15.566 billion yuan [1] - The fund is managed by two key managers: Ms. Ge Lan, who has been managing it since its inception, and Ms. Zhao Lei, who took over management on July 4, 2025 [2]

Group 1 - The Hong Kong stock market's innovative drug sector continues to strengthen, with Rongchang Biologics rising over 7% [1] - Junshi Biosciences increased by more than 4% [1] - Tigermed (300347) and Zhaoyan New Drug (603127) both saw gains of over 3% [1] Group 2 - Innovent Biologics and Kanglong Chemical (300759) experienced increases of over 2% [1]

致：香港交易及結算所有限公司 公司名稱: 康龍化成（北京）新藥技術股份有限公司 (於中華人民共和國註冊成立的股份有限公司） 呈交日期: 2025年7月7日 股份發行人及根據《上市規則》第十九B章上市的香港預託證券發行人的證券變動月報表 截至月份: 2025年6月30日 狀態: 新提交 I. 法定/註冊股本變動 | 1. 股份分類 | 普通股 | 股份類別 | H | | 於香港聯交所上市 (註1) | | 是 | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 證券代號 (如上市) | 03759 | 說明 | H股 | | | | | | | | | 法定/註冊股份數目 | | | 面值 | | 法定/註冊股本 | | | 上月底結存 | | | 301,537,125 | RMB | | 1 RMB | | 301,537,125 | | 增加 / 減少 (-) | | | 0 | | | RMB | | 0 | | 本月底結存 | | | 301,537,125 | RMB | | 1 RMB | | 301,537,125 | | ...

截至7月7日收盘，CRO概念下跌1.07%，位居概念板块跌幅榜前列，板块内，汇宇制药、*ST双成、睿 智医药等跌幅居前，股价上涨的有15只，涨幅居前的有诺思格、昭衍新药、翰宇药业等，分别上涨 3.03%、2.24%、2.11%。 | 002675 | 东诚药业 | -3.15 | 2.11 | -1460.10 | | --- | --- | --- | --- | --- | | 002821 | 凯莱英 | -2.94 | 1.10 | -1440.10 | | 688117 | 圣诺生物 | -0.77 | 7.83 | -1379.21 | | 603229 | 奥翔药业 | -2.05 | 1.37 | -1331.54 | | 300261 | 雅本化学 | -0.14 | 1.47 | -1240.44 | | 300363 | 博腾股份 | -1.98 | 1.86 | -1086.79 | | 301277 | 新天地 | -0.62 | 7.98 | -1072.75 | | 301509 | 金凯生科 | -0.61 | 7.64 | -985.87 | | 603538 | 美诺华 | ...

Summary of Conference Call Records Industry Overview - The innovative drug industry chain is gradually stabilizing and recovering, with CXO orders rebounding since last year, leading to strong mid-year performance in key segments [1][2][3] - The overall trend for the pharmaceutical sector in Q2 2025 is positive, particularly in innovative drugs and their supply chains, despite recent market fluctuations [2][3] Key Companies and Performance - **Hengrui, Huadong, and China Biopharmaceutical** are expected to achieve double-digit growth in Q2 and for the entire year [1][6] - **WuXi AppTec** aims for a revenue target of 43 billion, with an expected growth of over 15% and faster net profit growth; **WuXi AppTec's** revenue growth is projected at over 35% for the year [1][11] - **Kelaiying** anticipates a revenue growth of over 15% for the year, while **Kanglong Huacheng** expects around 10% growth in revenue and profit for Q2 [1][11][13] - **BaiPuSi and Haoyuan Pharmaceutical** are performing well, with most companies expecting revenue growth of over 20% [1][15] Market Catalysts - Recent adjustments in medical insurance policies and industry conferences (WCLC, ESMO, Ash) are seen as potential catalysts for growth in the innovative drug sector [1][7][9] - The upcoming medical insurance negotiations and directory adjustments are expected to be significant driving forces in the second half of the year [9][10] Investment Opportunities - Despite a recent decline in market sentiment, large-cap companies like **BaiJi, Hengrui, XinDa, Kangfang, and Shiyao** are recommended for investment, along with smaller companies like **Dizhe and Yifangzejin** [10] - The CXO and upstream sectors are highlighted as key investment areas, with strong performance expected due to improved orders and geopolitical factors [19][20] Sector Performance - The medical device sector is still in a clearing inventory phase, with some companies showing good growth, particularly in overseas markets [17][18] - The OTC and traditional Chinese medicine sectors have not shown significant improvement but may see recovery in the second half of the year [5][18] Future Outlook - The overall outlook for the second half of 2025 remains optimistic, with expectations of continued growth in the innovative drug sector and supportive external factors [9][24] - The domestic financing environment is expected to improve, with a notable increase in activity anticipated in the latter half of the year [26][38] Conclusion - The innovative drug industry chain, particularly the CXO segment, is positioned for strong growth, supported by favorable market conditions and strategic company performances. Investors are encouraged to focus on key players within this sector for potential opportunities.

Core Viewpoint - 康龙化成's management structure has undergone changes, particularly regarding the voting rights and equity ownership among its key executives, which may impact the company's governance and decision-making processes [1][2][3] Group 1: Management Changes - The voting rights agreement established by the company's chairman, CEO, and COO ensures that they act in concert regarding any proposals presented to the board and shareholders [1] - 郑北 has stepped down as a general partner of the employee stockholding platforms, leading to a redistribution of voting rights associated with the A-shares held by these platforms [2] Group 2: Equity Ownership - Following the changes in general partners, the combined equity ownership of 楼柏良, 楼小强, and 郑北 in the company decreased from approximately 19.36% to 18.18% [3]

Group 1 - The core viewpoint of the news is the performance and holdings of the China Europe Medical Health Mixed A Fund, which has shown a net value increase of 1.77% recently and a year-to-date return of 8.30% [1] - The fund's recent one-month return is 0.30%, with a six-month return of 8.30%, ranking 628 out of 1722 in its category for both periods [1] - The top ten stock holdings of the fund account for a total of 55.30%, with significant positions in companies such as Heng Rui Pharmaceutical (10.60%) and WuXi AppTec (9.95%) [1] Group 2 - The China Europe Medical Health Mixed A Fund was established on September 29, 2016, and has a total scale of 15.613 billion yuan as of March 31, 2025 [1] - The fund is managed by Guo Lan, who has extensive experience in the investment management field, having previously worked at various financial institutions [2]

证券代码：300759 证券简称：康龙化成 公告编号：2025-036 康龙化成（北京）新药技术股份有限公司 | 1. 基本情况 | | | | | --- | --- | --- | --- | | 信息披露义务人（一） | Pharmaron Holdings Limited | | | | 住所 | CO Services Cayman Limited, P.O' Box 10008, Willow House, Cricket Square, Grand Cayman, KY1-1001, Cayman lslands | | | | 信息披露义务人（二） 楼小强 | | | | | 住所 | 北京市通州区马驹桥**** | | | | 信息披露义务人（三） | 宁波龙泰康投资管理有限公司 | | | | 住所 | 浙江省宁波杭州湾新区启源路 号 幢 室 39 1 341 | | | | 信息披露义务人（四） 郑北 | | | | | 住所 | 北京市通州区马驹桥**** | | | | 信息披露义务人（五） | 北海多泰创业投资有限公司 | | | | 住所 | 广西壮族自治区北海市银海区湖北路 2 ...

一、股东股份质押及解除质押的基本情况 康龙化成（北京）新药技术股份有限公司（以下简称"公司"）近日接到公 司实际控制人楼小强先生的函告，获悉楼小强先生将其所持有的公司部分股份进 行了质押和解除质押，具体情况如下： 证券代码：300759 证券简称：康龙化成 公告编号：2025-034 康龙化成（北京）新药技术股份有限公司 关于公司实际控制人股份质押和解除质押的公告 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。 注：截至本公告日，公司已完成 2021 年 A 股限制性股票激励计划第三个归属期和 2022 年 A 股限制性股票激励计划第二个归属期归属，归属完成后公司总股本由 1,777,786,009 股增 至 1,778,195,525 股。截至目前，上述工商变更登记手续尚未全部完成，本公告中占公司总 股本比例以 1,778,195,525 股为计算基数。 上述质押股份不负担重大资产重组等业绩补偿义务，对公司的生产经营、公 司治理不会产生重大影响，实际控制人亦将积极防范风险。 股东 名称 是否为控股 股东或第一 大股东及其 一致行动人 本次质押 数量 （股） ...

证券代码：300759 证券简称：康龙化成 公告编号：2025-035 康龙化成（北京）新药技术股份有限公司 2024 年年度权益分派实施公告 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。 康龙化成（北京）新药技术股份有限公司（以下简称"本公司"）2024 年年 度利润分配方案已获 2025 年 6 月 20 日召开的 2024 年年度股东大会（以下简称 "股东大会"）审议通过，现将本公司 A 股利润分配事宜公告如下，H 股股东的 利润分配实施情况不适用本公告，H 股股东的利润分配安排请参见本公司于香港 联合交易所有限公司及本公司网站发布的相关公告。 2、本次利润分配方案披露至实施期间本公司股本总额及 H 股库存股数量未 发生变化。 3、本次实施的利润分配方案与股东大会审议通过的分配方案一致。 4、本次实施的利润分配方案距离股东大会审议通过的时间未超过两个月。 二、利润分配方案 本公司 2024 年年度利润分配方案为：以本公司现有 A 股总股本剔除已回购 股份 0 股后的 1,476,658,400 股为基数，向全体股东每 10 股派 2.000000 元人 ...