| 证券代码：300966 | 证券简称：共同药业 | 公告编号：2025-039 | | --- | --- | --- | | 转债代码：123171 | 转债简称：共同转债 | | 湖北共同药业股份有限公司 关于回购公司股份的进展公告 截至 2025 年 7 月 31 日，公司本次通过股份回购专用证券账户以集中竞价交易 方式累计回购公司股份 197,500 股，占公司当前总股本的 0.17%，最高成交价为 16.05 元/股，最低成交价为 13.15 元/股，成交总金额为 3,029,925.00 元（不含交易费用）。 公司本次回购股份符合相关法律法规的要求和公司既定的回购股份方案。 二、其他说明 公司回购股份的时间、回购股份数量、集中竞价交易的委托时间及交易价格等 均符合《深圳证券交易所上市公司自律监管指引第 9 号——回购股份》及本公司回 购股份方案的相关规定。具体如下： 1、公司未在下列期间内回购公司股份： （1）自可能对本公司股票交易价格产生重大影响的重大事项发生之日或者在决 策过程中，至依法披露之日内； （2）中国证监会和深圳证券交易所规定的其他情形。 本公司及董事会全体成员保证信息披露内容的 ...

共同药业公告，公司股票于2025年7月30日、7月31日、2025年8月1日连续三个交易日收盘价格涨幅累计 超过30%。公司董事会对公司控股股东、实际控制人及公司管理层进行了核查，发现公司目前经营情况 及内外部经营环境未发生重大变化，也不存在应披露而未披露的重大事项。股票异常波动期间，公司控 股股东、实际控制人不存在买卖公司股票的情形。公司拟定于2025年8月29日披露《2025年半年度报 告》。 ...

| 证券代码：300966 | 证券简称：共同药业 公告编号：2025-040 | | --- | --- | | 转债代码：123171 | 转债简称：共同转债 | 湖北共同药业股份有限公司 关于公司股票交易异常波动的公告 本公司及董事会全体成员保证信息披露内容的真实、准确和完整，没有虚 假记载、误导性陈述或重大遗漏。 一、股票交易异常波动的具体情况 湖北共同药业股份有限公司（以下简称"公司"）股票于 2025 年 7 月 30 日、7 月 31 日、2025 年 8 月 1 日连续三个交易日收盘价格涨幅偏离值累计超过 30%，根据 深圳证券交易所相关规定，属于股票交易异常波动的情形。 二、公司关注并核实的情况 针对公司股票交易异常波动的情况，公司董事会对公司控股股东、实际控制人 及公司管理层就相关事项进行了核查，现就有关情况说明如下： 1、公司未发现前期披露的信息存在需要更正、补充之处； 2、公司未发现近期公共传媒报道了可能或已经对公司股票交易价格产生较大 影响的未公开重大信息； 3、公司目前经营情况及内外部经营环境未发生重大变化； 5、股票异常波动期间，公司控股股东、实际控制人不存在买卖公司股票的情形。 ...

Group 1 - The assisted reproductive industry is experiencing a strong upward trend, with companies such as HanShang Group, FuYuan Pharmaceutical, and LiDeMan reaching their daily price limit [1] - Other companies in the sector, including GongTong Pharmaceutical, DaJia WeiKang, SiChuang YiHui, BoTuo Bio, BeiRui Gene, and MaiDi Technology, also saw significant increases in their stock prices [1]

Market Performance - On the last trading day of July, all three major A-share indices fell by over 1%, with the Shanghai Composite Index closing below 3600 points at 3573.21, down 1.18% [1] - The Shenzhen Component Index dropped 1.73% to 11009.77, while the ChiNext Index decreased by 1.66% to 2328.31 [1] - The total trading volume in the Shanghai and Shenzhen markets reached 1.96 trillion yuan [1] Sector Performance - The sectors that saw gains included liquid cooling IDC, assisted reproduction, Google, biopharmaceuticals, chemical pharmaceuticals, and computers [1] - Conversely, sectors that experienced declines included aquaculture, PTA, iron ore, energy metals, steel, and minor metals [1] Notable Stocks - The AI sector showed strong fluctuations, with Yidian Tianxia (301171) hitting the 20% daily limit up [1] - The liquid cooling server sector performed well, with Sihua New Materials (301489) also reaching the 20% limit up, alongside Yingweike (002837) and Chunz中科技 (603516) [1] - The assisted reproduction sector continued to strengthen, with Gongtong Pharmaceutical (300966) and Anke Biotechnology (300009) both hitting the 20% limit up, while Hanshang Group (600774) also reached the limit [1] - The steel sector faced adjustments, with Baogang Co. (600010) dropping over 8% [1] - The coal sector declined across the board, with Antai Group (600408) falling over 7% [1] Market Outlook - According to Jifeng Investment Advisory, the A-share market is expected to continue a structural trend in August, supported by the intensive disclosure of mid-term performance and ongoing policy efforts, favoring industries with high earnings certainty [1] - Dongfang Securities noted that the current A-share market is in a sustained upward trend with ample trading volume, attracting new capital, and maintaining a cautiously optimistic sentiment without immediate risk of reversal [2]

Core Viewpoint - Benchuan Intelligent plans to issue convertible bonds to raise up to 490 million yuan for expanding production capacity and optimizing industrial layout [2][6]. Group 1: Fundraising and Investment Plans - The company intends to issue convertible bonds with a six-year term and a face value of 100 yuan each, which has been accepted by the Shenzhen Stock Exchange [2]. - The raised funds will primarily be used for the construction of two production bases: a 300,000 square meter intelligent circuit product production project in Zhuhai and a printed circuit board production base in Thailand, with the remaining funds allocated for working capital [2][7][8]. - The two investment projects are expected to add a combined annual production capacity of 550,000 square meters, addressing the capacity bottleneck amid increasing orders [9]. Group 2: Financial Performance - In 2023, the company faced a downturn due to declining downstream market demand and rising raw material prices, resulting in a net loss of 6.7393 million yuan after excluding non-recurring gains and losses [4]. - The company anticipates a recovery in 2024, projecting a net profit of 16.9704 million yuan after excluding non-recurring items, marking a turnaround from the previous year's losses [4]. Group 3: Previous Investment Performance - The company's previous IPO fundraising project, aimed at expanding production capacity, has raised concerns as it underperformed expectations, achieving only 12.2741 million yuan and 16.7426 million yuan in 2023 and 2024, respectively, compared to the feasibility study's projections [10]. - The company attributes this underperformance to a prolonged capacity ramp-up period, rising fixed costs, industry downturns, and declining product prices, indicating a cautious approach to market changes [10].

Core Viewpoint - Jiangsu Benchuan Intelligent Circuit Technology Co., Ltd. plans to issue convertible bonds to raise up to 490 million yuan for production base construction and working capital [1] Group 1: Fundraising and Projects - The company intends to use the raised funds primarily for two production bases: a 300,000 square meter intelligent circuit product production project in Zhuhai and a PCB production base in Thailand [1][4] - The total new annual production capacity from these projects is expected to reach 550,000 square meters, addressing capacity bottlenecks amid increasing orders [5] Group 2: Financial Performance - The company experienced significant financial volatility, with a net profit of -6.7393 million yuan in 2023 due to declining market demand and rising raw material costs [1] - In 2024, the company is projected to recover, achieving a net profit of 16.9704 million yuan, marking a turnaround [1] Group 3: Previous Investment Performance - The company's previous IPO fundraising project, aimed at expanding production capacity, has underperformed, generating only 12.2741 million yuan and 16.7426 million yuan in 2023 and 2024, respectively, below expected returns [6] - The company has acknowledged risks associated with the new fundraising projects, including potential underperformance and capacity absorption challenges [6]

Core Viewpoint - The assisted reproduction sector has shown a positive performance with a 1.72% increase, ranking third among concept sectors, driven by significant gains in several stocks [1][2]. Group 1: Sector Performance - As of July 31, the assisted reproduction concept increased by 1.72%, with 34 stocks rising, including Anke Bio and Gongtong Pharmaceutical, which both hit the 20% limit up [1]. - Notable gainers in the sector included Guangshengtang, Xinghao Pharmaceutical, and Hanyu Pharmaceutical, with increases of 18.04%, 8.03%, and 7.02% respectively [1]. - Conversely, stocks such as Jiabiyou, Changchun High-tech, and Zhejiang Medicine experienced declines of 3.70%, 3.02%, and 2.99% respectively [1]. Group 2: Capital Flow - The assisted reproduction sector saw a net inflow of 0.18 billion yuan, with 30 stocks receiving net inflows from major funds [2]. - Anke Bio led the sector with a net inflow of 4.09 billion yuan, followed by Zhongsheng Pharmaceutical and Hanshang Group with net inflows of 2.04 billion yuan and 1.44 billion yuan respectively [2]. - The top three stocks by net inflow ratio were Hanshang Group at 53.93%, Lideman at 35.62%, and Gongtong Pharmaceutical at 23.90% [3].

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].

Market Overview - A-shares experienced a mixed performance with over 3,400 stocks in the red and a half-day trading volume of 1.1 trillion, an increase of 56.19 billion compared to the previous trading day [1] - The Shanghai Composite Index fell by 0.68%, the Shenzhen Component Index decreased by 0.45%, while the ChiNext Index rose by 0.43% [1] - Open-source Securities maintains an optimistic long-term outlook for the market despite existing divergences, describing the current market as a "slowly rising oscillating market" [1] Sector Performance AI Hardware Stocks - AI hardware stocks collectively surged, with Zhongji Xuchuang and Xinyi Sheng reaching new historical highs, and companies like Lian Te Technology, Tianfu Communication, and Taicheng Guang also seeing gains [1][3] - Meta's second-quarter revenue was reported at $47.52 billion, a 22% year-over-year increase, exceeding expectations, which positively impacted the market [3] Liquid Cooling Server Sector - The liquid cooling server sector saw a rise, with Yingwei Ke achieving a two-day consecutive limit-up, and companies like Ice Wheel Environment and Chuanhuan Technology hitting the limit-up as well [1][4] - A report from Tianfeng Securities indicates that the value of the Socket solution is expected to increase from 600,000 to over 700,000, with significant changes in the usage of cold plates and quick connectors [4] Assisted Reproductive Technology - The assisted reproductive sector continued its strong performance, with Yangguang Dairy and Anzheng Fashion achieving three consecutive limit-ups, and companies like Gongtong Pharmaceutical and Hanshang Group hitting the limit-up [1][2] - The Beijing government announced measures to enhance reproductive support policies, including adjustments to medical insurance coverage for assisted reproductive technologies [2] Institutional Insights Industry Rotation - GF Securities highlights that the current focus should be on the Sci-Tech Innovation Board, noting that cyclical and financial sectors often act as engines for market initiation [5] - Recent months have seen strong performance from previously underperforming cyclical sectors such as steel, construction materials, and real estate, driven by themes like water station construction and urban renewal [5] Low-Valuation Assets - Guojin Securities suggests that despite the market nearing previous highs, there are still "low-valuation assets" worth exploring, as the current valuation expansion is not overly aggressive compared to fundamental recovery [6][7] - The ongoing domestic policies aim to support demand while promoting supply-side reforms, with expectations of improved return on equity (ROE) due to easing tariffs and the commencement of investment cycles [7] Market Sentiment - Dongfang Securities notes that the current A-share market is in a phase of sustained oscillation and upward movement, with ample trading volume attracting new capital [8] - The sentiment remains cautiously optimistic, with no immediate risk of market reversal, and the Shanghai Composite Index is expected to consolidate around the 3,600-point level before potentially expanding upward [8]