Market Performance - The three major A-share indices showed mixed results, with the Shanghai Composite Index up by 0.53%, the Shenzhen Component Index up by 0.14%, and the ChiNext Index down by 0.26% [2] - The North China 50 Index increased by 0.18%, and the total trading volume in the Shanghai and Shenzhen markets reached 101.86 billion yuan, an increase of 8.6 billion yuan compared to the previous day [2] - Over 3,300 stocks in the market experienced gains [2] Sector Performance - The PEEK materials sector, military equipment restructuring, and photolithography machine sectors saw significant gains, while the pharmaceutical sector underwent adjustments [2] - PEEK materials showed strong performance across the board, with Zhongxin Fluorine Materials hitting the daily limit, and companies like Xinhan New Materials, Huami New Materials, and Nanjing Julong rising over 10% [2] - The military equipment restructuring concept experienced fluctuations, with Great Wall Military Industry reaching the daily limit [2] - The photolithography machine sector also performed well, with Zhangjiang Hi-Tech hitting the daily limit [2] - The pharmaceutical sector faced collective adjustments, with Qizheng Tibetan Medicine hitting the daily limit down, and companies like Anglikang and Nanjing New Medicine dropping over 9% [2]

Market Overview - The television broadcasting sector increased by 0.03% compared to the previous trading day, with Hai Kan Co., Ltd. leading the gains [1] - The Shanghai Composite Index closed at 3609.71, up by 0.33%, while the Shenzhen Component Index closed at 11289.41, up by 0.64% [1] Stock Performance - Hai Kan Co., Ltd. (301262) closed at 26.22, with a rise of 1.59% and a trading volume of 39,500 shares, totaling a transaction value of 103 million yuan [1] - Other notable stocks include: - Gehua Cable (600037) at 8.57, up 0.94%, with a trading volume of 233,400 shares [1] - Jiangsu Cable (600959) at 3.60, up 0.84%, with a trading volume of 376,900 shares [1] - Huabei Broadcasting (000665) at 5.55, down 0.18%, with a trading volume of 638,800 shares and a transaction value of 353 million yuan [1] Fund Flow Analysis - The television broadcasting sector experienced a net outflow of 166 million yuan from institutional investors, while retail investors saw a net inflow of 119 million yuan [2] - The detailed fund flow for selected stocks includes: - Electric Wide Media (000917) with a net inflow of 16.26 million yuan from institutional investors [3] - Hubei Broadcasting (000665) with a net outflow of 6.07 million yuan from institutional investors [3] - Wireless Media (301551) with a net outflow of 4.93 million yuan from institutional investors [3]

Core Viewpoint - The recent public fund reports reveal that high-performing funds have achieved impressive returns by focusing on sectors like innovative pharmaceuticals and new consumption, while also highlighting a trend towards thematic funds targeting niche markets [1][2][5]. Fund Performance and Holdings - High-performing funds have seen significant returns, with the Changcheng Pharmaceutical Industry Fund achieving a return rate of 102.52% this year, driven primarily by its focus on innovative pharmaceuticals [2]. - Many top-performing funds in the first half of the year are pharmaceutical-themed, including Zhongyin Hong Kong Stock Connect Pharmaceutical and Huashan Pharmaceutical Biotechnology [2][3]. - The top holdings of several funds have shifted towards technology and pharmaceuticals, with notable new additions like Zhongji Xuchuang and Xin Yisheng in the top ten holdings of the China Europe Digital Economy Mixed Fund [3]. Thematic Funds and Sector Focus - Some actively managed funds have undergone significant portfolio changes, with a complete overhaul of their top holdings to focus on emerging sectors like robotics and short dramas [4]. - The Tongtai Industry Upgrade Mixed Fund increased its stock position from 30% to 90% and shifted its focus to robotics, while the Tongtai Huile Mixed Fund transitioned to short drama and gaming stocks [4]. - Fund companies are launching numerous thematic products targeting specific high-growth sectors, such as controllable nuclear fusion and deep-sea technology, indicating a trend towards specialized investment strategies [5]. Market Outlook - Fund managers maintain a positive outlook for the equity market in the third quarter, with confidence in the performance of related sectors [6]. - The Changcheng Pharmaceutical Industry Fund manager anticipates growth in innovative pharmaceuticals driven by overseas licensing and domestic sales, while the Tongtai Industry Upgrade Fund manager expects significant opportunities in the robotics sector due to increased production and technological advancements [6].

Group 1 - The company has approved a cash dividend distribution plan for the year 2024, amounting to a total of RMB 20,850,000 (including tax) [1][2] - The dividend distribution plan is set at RMB 0.500000 per 10 shares for all shareholders, based on a total share capital of 417,000,000 shares [1][2] - The record date for the dividend distribution is July 23, 2025, and the ex-dividend date is July 24, 2025 [2] Group 2 - The distribution will be directly credited to the shareholders' accounts through their securities companies or other custodians [2] - The controlling shareholder, Shandong Guangdian Media Group Co., Ltd., has committed to a minimum selling price of RMB 28.68 per share after the dividend distribution [2]

证券代码：301262 证券简称：海看股份 公告编号：2025-020 本公司及董事会全体成员保证信息披露的内容真实、准确和完整，没有虚假 记载、误导性陈述或者重大遗漏。 海看网络科技（山东）股份有限公司（以下简称"公司"）2024年年度权益 分派方案已获得公司于2025年6月18日召开的2024年年度股东大会审议通过，现 将权益分派事宜公告如下： 一、股东大会审议通过权益分派方案情况 1、公司 2024 年年度股东大会审议通过的权益分派方案为：以公司总股本 417,000,000 股为基数，向全体股东每 10 股派发现金红利人民币 0.500000 元（含 税），总计派发现金红利人民币 20,850,000.00 元（含税）。本次不进行送股及资 本公积转增股本。若在利润分配方案实施前公司的股本发生变动，则以实施分配 方案时股权登记日的总股本为基数，公司将按照"现金分红总额固定不变"的原 则对分配比例进行调整。 2、自分派方案披露至实施期间，公司股本总额未发生变化。本次实施的权 益分派方案与 2024 年年度股东大会审议通过的利润分配预案一致。 3、本次实施分派方案距离股东大会审议通过的时间未超过两个月。 二 ...

关于海看网络科技（山东）股份有限公司 北京德和衡律师事务所 北京德和衡律师事务所 关于海看网络科技（山东）股份有限公司 2024年年度股东大会的 法律意见书 德和衡证见意见（2025）第144号 中国·北京市朝阳区建国门外大街 2 号银泰中心 C 座 11、12 层 电话： (+86 10) 8540 7666 邮编：100022 www.deheheng.com 北京德和衡律师事务所 BEIJING DHH LAW FIRM 2024年年度股东大会的 法律意见书 德和衡证见意见（2025）第144号 致：海看网络科技（山东）股份有限公司 北京德和衡律师事务所（以下简称"本所"）接受海看网络科技（山东）股份有限公司（以 下简称"公司"或"贵公司"）的委托，指派本所律师出席贵公司 2024 年年度股东大会。本 所律师依据《中华人民共和国公司法》（以下简称"《公司法》"）、《中华人民共和国证券 法》（以下简称"《证券法》"）、《上市公司股东会规则》（以下简称"《股东会规则》"）、 《海看网络科技（山东）股份有限公司章程》（以下简称"《公司章程》"）及相关法律法规 以及规范性文件的规定，就本次股东大会的有关事宜出具 ...

证券代码：301262 证券简称：海看股份 公告编号：2025-019 海看网络科技（山东）股份有限公司 2024 年年度股东大会决议公告 本公司及董事会全体成员保证信息披露的内容真实、准确和完整，没有虚假 记载、误导性陈述或重大遗漏。 特别提示 1、 本次股东大会不存在否决议案的情形。 2、 本次股东大会不涉及变更以往股东大会已通过的决议。 一、会议召开情况 1、 召开时间： （1）现场会议：2025 年 6 月 18 日（星期三）15:00 （2）网络投票：通过深圳证券交易所交易系统进行网络投票的具体时间为 2025 年 6 月 18 日的交易时间，即 9:15-9:25，9:30-11:30 和 13:00-15:00；通过深 圳证券交易所互联网投票系统投票的具体时间为 2025 年 6 月 18 日 9:15-15:00。 2、 现场会议召开地点：山东省济南市历下区经十路 9777 号鲁商国奥城 5 号楼公司 3719 会议室 3、 召开方式：现场结合网络 4、 召集人：董事会 5、 主持人：董事长张先先生 6、 本次会议的召集、召开符合《中华人民共和国公司法》《上市公司股东 会规则》《深圳证券交易所 ...

Industry Investment Rating - The investment rating for the pharmaceutical and biotechnology industry is "Outperform" [1] Core Insights - The domestic innovative drug sector is entering a harvest phase with multiple new drug approvals, enhancing the focus on innovative drugs. As of the end of May 2025, a total of 53 new drugs were approved in China, including 30 domestic and 23 imported drugs, covering various treatment areas such as oncology and rare diseases. The upcoming national medical insurance negotiations are expected to accelerate the market entry of successfully approved innovative drugs [4][12][20]. Summary by Sections Industry Overview - The closing index for the pharmaceutical and biotechnology sector is 7699.75, with a weekly high of 8490.25 and a low of 6070.89 [1]. Recent Performance - The pharmaceutical and biotechnology sector increased by 2.21% this week, outperforming the CSI 300 index by 3.3 percentage points. Since May 2025, the sector has risen by 7.25%, again surpassing the CSI 300 index by 5.53 percentage points [16][19]. Subsector Performance - The biopharmaceutical sector saw the highest increase of 4.65%, followed by chemical preparations at 4.27%, and medical research outsourcing at 4%. The offline pharmacy sector experienced the largest decline at 2.69% [5][18]. Recommended and Benefiting Stocks - Recommended stocks include: Yingke Medical, Maipu Medical, Yihe Jiaye, Weidian Biology, Gongdong Medical, and others. Benefiting stocks include: Shanhaishan, Yirui Technology, and others [6][25][36]. Key Events and Trends - The approval of innovative drugs is expected to reshape valuations in the domestic innovative drug sector, which is anticipated to be a key investment theme throughout the year. The upcoming national medical insurance negotiations are crucial for the successful market entry of newly approved drugs [4][12][20]. Market Dynamics - The medical device sector is projected to benefit from policies promoting equipment upgrades, with a significant increase in procurement expected in the second quarter of 2025. The sector's current price-to-earnings ratio indicates potential for valuation growth [21][27]. Future Outlook - The report emphasizes the importance of monitoring procurement progress and the potential for a recovery in the medical device sector's performance in the coming quarters [21][23]. Conclusion - The pharmaceutical and biotechnology industry is positioned for growth, driven by innovative drug approvals and supportive policy changes, making it an attractive investment opportunity [4][12][20].

Meeting Information - The company will hold the 2024 Annual General Meeting on June 18, 2025, at 15:00, combining on-site voting and online voting [1][2] - The online voting will be available through the Shenzhen Stock Exchange trading system and the internet voting system from 9:15 to 15:00 on the same day [1][2] Voting Rights and Procedures - Only shareholders holding voting shares as of the registration date can attend the meeting and vote, either in person or by proxy [2][3] - Shareholders can choose either on-site voting or online voting, and duplicate votes will be counted as the first valid vote [2][3] Agenda Items - The meeting will discuss various proposals, all of which require a simple majority for approval [2] - Independent directors will present their annual reports, which will be discussed but not voted on [2] Registration and Attendance - Shareholders must present valid identification and proof of shareholding to register for the meeting [3][4] - Proxy representatives must provide additional documentation, including a power of attorney [3][4] Online Voting Process - The voting code is "351262," and shareholders can express their opinions as agree, disagree, or abstain [7] - Specific procedures for voting through the Shenzhen Stock Exchange trading system and internet voting system are outlined [7]

证券代码：301262 证券简称：海看股份 公告编号：2025-018 （2）网络投票： 海看网络科技（山东）股份有限公司 关于召开 2024 年年度股东大会的通知 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、误导性陈述或者重大遗漏。 海看网络科技（山东）股份有限公司（以下简称"公司"）定于2025年6月18 日（星期三）15:00召开2024年年度股东大会，本次会议采取现场表决与网络投票 相结合的方式召开，现将有关事项通知如下： 一、召开会议的基本情况 1、会议届次：2024 年年度股东大会 2、会议召集人：公司董事会。第二届董事会第十六次会议审议通过了关于 召开本次股东大会的议案。 3、会议召开的合法、合规性：本次会议的召开符合有关法律、行政法规、 部门规章、规范性文件和《公司章程》的有关规定。 4、会议召开的日期、时间： （1）现场会议：2025 年 6 月 18 日（星期三）15:00 通过深圳证券交易所交易系统进行网络投票的具体时间为：2025 年 6 月 18 日的交易时间，即 9:15-9:25，9:30-11:30 和 13:00-15:00； 通过深圳证券交易所 ...