证券日报网讯12月15日，泓博医药（301230）在互动平台回答投资者提问时表示，截至2025年12月10 日，公司的股东户数为14645户。 ...

泓博医药（301230.SZ）12月9日在投资者互动平台表示，尊敬的投资者您好！截至2025年8月，公司 CADD/AIDD技术平台已累计为95个新药项目提供技术支持，其中7个项目已进入临床实验阶段。平台 服务客户总数达45家，涵盖多个治疗领域。该平台作为传统药物研发向智能化、系统化升级的重要标 志，已成为推动公司新药发现战略转型的核心支撑。感谢您的关注！ （文章来源：每日经济新闻） 每经AI快讯，有投资者在投资者互动平台提问：自从公司开发的AI制药技术，是否对公司业务和业绩 起到作用？有没实际数据支撑？ ...

证券日报网讯12月9日，泓博医药（301230）在互动平台回答投资者提问时表示，股价走势受宏观环 境、行业周期及市场情绪等多重因素影响，涨跌属于市场行为。公司目前经营稳定，业务发展持续向 好，公司管理层对公司的未来发展充满信心，并将持续聚焦主营业务，不断提升公司经营质量和盈利能 力，致力于为投资者创造长期、可持续的价值回报。 ...

证券日报网讯12月9日，泓博医药（301230）在互动平台回答投资者提问时表示，截至2025年11月28日 (11月最后一个交易日)，公司的股东户数为14648户。 ...

Core Viewpoint - The company acknowledges the recent decline in stock price over the past five months, attributing it to multiple factors including macroeconomic environment, industry cycles, and market sentiment [1] Group 1: Stock Performance and Investor Concerns - The company has experienced a continuous stock price decline for five months, which investors are concerned may be linked to shareholder unlocks and reductions [1] - The management emphasizes that stock price fluctuations are market behaviors and not solely reflective of the company's performance [1] Group 2: Company Outlook and Management Response - The company reports stable operations and ongoing positive business development, with management expressing confidence in future growth [1] - The company is committed to focusing on its core business and improving operational quality and profitability to create long-term sustainable value for investors [1] - The management will consider investor suggestions and will disclose any relevant plans in a timely manner [1]

格隆汇12月9日丨泓博医药(301230.SZ)在投资者互动平台表示，帕拉米韦是公司的商业化品种之一，适 用于流感病毒引起的普通流行性感冒、甲型流行性感冒或乙型流行性感冒。 ...

格隆汇12月9日丨泓博医药(301230.SZ)在投资者互动平台表示，帕拉米韦是公司的商业化品种之一，适 用于流感病毒引起的普通流行性感冒、甲型流行性感冒或乙型流行性感冒。 ...

Investment Rating - The investment rating for the industry is "Positive" and the rating has been maintained [2] Core Views - The pharmaceutical and biotechnology industry index experienced a decline of 4.40%, ranking 23rd among 31 primary industries, underperforming the CSI 300 index which fell by 2.19% [6][18] - The valuation of the pharmaceutical and biotechnology industry as of November 28, 2025, is a PE (TTM overall method, excluding negative values) of 29.46x, down from 30.89x in the previous period, indicating a downward trend and below the average [22] - The report highlights potential beneficiaries from the upcoming ASH data, particularly in blood diseases and companies with solid grassroots channels, as well as those with differentiated advantages in oncology, autoimmune, and rare disease products [10] Summary by Sections Industry Review - The pharmaceutical and biotechnology industry index fell by 4.40%, with chemical preparations and medical devices showing declines of 2.86% and 2.95% respectively, while offline pharmacies and vaccines saw larger declines of 8.22% and 6.42% [6][18] - The PE ratio for the pharmaceutical and biotechnology industry is 29.46x, with the highest valuations in the vaccine (47.56x), hospital (41.17x), and medical device (36.77x) sectors, while pharmaceutical circulation has the lowest at 14.58x [22] Important Industry News - The National Administration of Traditional Chinese Medicine and the National Healthcare Security Administration released a directory for traditional Chinese medicine diseases suitable for disease-based payment [26][27] - AstraZeneca's drug "Durvalumab" received FDA approval for a new indication in perioperative treatment of gastric cancer [32] - Otsuka Pharmaceutical's new drug for IgA nephropathy, "Sibeprenlimab," has been approved by the FDA [38] - Bayer's first-in-class lung cancer drug "Sevabertinib" has been approved by the FDA for specific patient populations [40] Investment Recommendations - Focus on innovative pharmaceutical companies that may benefit from the medical insurance or commercial insurance directories, blood cancer targets with imminent ASH data releases, and biotech and CXO leaders with solid technology platforms and international collaboration expectations [10]

Core Viewpoint - The AI medical sector experienced a significant increase of 3.48% on November 24, with leading stock performance from Sichuang Medical [1] Group 1: Market Performance - On November 24, the Shanghai Composite Index closed at 3836.77, up 0.05%, while the Shenzhen Component Index closed at 12585.08, up 0.37% [1] - The top-performing stocks in the AI medical sector included Sichuang Medical, which rose by 8.20% to a closing price of 4.88, and Chengdu Xian Dao, which increased by 6.61% to 22.90 [1] Group 2: Trading Volume and Capital Flow - The AI medical sector saw a net inflow of 136 million yuan from institutional investors, while retail investors contributed a net inflow of approximately 99.92 million yuan [1] - The trading volume for Sichuang Medical reached 2.345 million shares, with a transaction value of 1.11 billion yuan [1] Group 3: Individual Stock Capital Flow - Notable net inflows from institutional investors included 67.19 million yuan for Weining Health, 38.08 million yuan for Rundar Medical, and 33.69 million yuan for Jiuyuan Yinhai [2] - Conversely, retail investors showed net outflows in several stocks, including 47.88 million yuan for Weining Health and 55.12 million yuan for Jiuyuan Yinhai [2]

Core Viewpoint - Hongbo Pharmaceutical's stock increased by 5.06% to 30.94 CNY per share, with a total market capitalization of 4.319 billion CNY as of November 24 [1] Company Overview - Hongbo Pharmaceutical, established on December 14, 2007, is located in the Pudong New Area of Shanghai and was listed on November 1, 2022 [1] - The company's main business includes drug discovery, pharmaceutical process research and development, and commercial production of raw material intermediates [1] - Revenue composition: Drug discovery accounts for 52.67%, commercial production 35.00%, process research and development 8.10%, and other activities 4.23% [1] Shareholder Information - Changcheng Fund's Changcheng Consumption Value Mixed A (200006) is among the top ten circulating shareholders of Hongbo Pharmaceutical, holding 1.6009 million shares, unchanged from the previous period, representing 2.08% of circulating shares [2] - The fund has an estimated floating profit of approximately 2.3854 million CNY as of today [2] Fund Performance - Changcheng Consumption Value Mixed A (200006) was established on April 6, 2006, with a current scale of 516 million CNY [2] - Year-to-date return is 14.39%, ranking 4459 out of 8209 in its category; one-year return is 6.92%, ranking 5776 out of 8129; and since inception, the return is 232.84% [2] Fund Manager Information - The fund manager of Changcheng Consumption Value Mixed A is Long Yufei, who has been in the position for 8 years and 40 days [3] - The total asset size of the fund is 843 million CNY, with the best return during the tenure being 61.42% and the worst return being -8.9% [3] Fund Holdings - Changcheng Consumption Value Mixed A (200006) has Hongbo Pharmaceutical as its sixth-largest holding, with 1.6009 million shares, accounting for 6.61% of the fund's net value [4] - The estimated floating profit for the fund from this holding is approximately 2.3854 million CNY [4]