Market Performance - The hair medical concept sector rose by 2.34%, ranking 10th among concept sectors, with 19 stocks increasing in value, including JiuZhiTang which hit the daily limit, and TianEnKang, KangHui Pharmaceutical, and KangYuan Pharmaceutical which rose by 6.42%, 5.16%, and 4.55% respectively [1] - The top gainers in today's market include the fruit index at 4.73%, PCB concept at 3.27%, and AI mobile at 2.92%, while the military restructuring concept saw a decline of 1.49% [1] Capital Flow - The hair medical concept sector experienced a net inflow of 219 million yuan, with 11 stocks receiving net inflows, and 5 stocks seeing inflows exceeding 10 million yuan. JiuZhiTang led with a net inflow of 172 million yuan, followed by ShuiYang Co., KangYuan Pharmaceutical, and NengTe Technology with net inflows of 34.25 million yuan, 21.05 million yuan, and 13.44 million yuan respectively [1] - In terms of capital inflow ratios, JiuZhiTang, ShuiYang Co., and KangHui Pharmaceutical had the highest net inflow rates at 33.17%, 6.81%, and 6.15% respectively [2] Stock Performance - JiuZhiTang saw a significant increase of 10.06% with a turnover rate of 7.62%, while ShuiYang Co. and KangYuan Pharmaceutical increased by 3.12% and 4.55% respectively [2] - Stocks such as *ST JinBi and AoYang Health experienced declines of 0.69% and 0.26% respectively, indicating some volatility within the sector [1][3]

Group 1 - The weight loss drug concept increased by 2.51%, ranking 6th among concept sectors, with 46 stocks rising, including Kexing Pharmaceutical, Yipinhong, and Lepu Medical, which rose by 15.62%, 14.72%, and 7.62% respectively [1][2] - The weight loss drug sector saw a net inflow of 576 million yuan, with 24 stocks receiving net inflows, and 8 stocks exceeding 50 million yuan in net inflow, led by Yipinhong with a net inflow of 168 million yuan [2][3] - The top stocks by net inflow rate include Taiankang, Kexing Pharmaceutical, and Yipinhong, with net inflow rates of 20.64%, 14.10%, and 13.25% respectively [3] Group 2 - The concept sectors with the highest daily gains include China Shipbuilding System at 4.90%, Cell Immunotherapy at 3.12%, and Innovative Drugs at 3.01%, while sectors like Electronic ID and Digital Currency experienced declines of -2.52% and -2.40% respectively [2] - The weight loss drug sector's performance is notable among other sectors, indicating a growing interest and investment in this area [1][2]

国泰海通证券股份有限公司 关于广东泰恩康医药股份有限公司 使用自有资金支付募投项目部分款项 并以募集资金等额置换的核查意见 国泰海通证券股份有限公司（以下简称"国泰海通"、"保荐机构"）作为 广东泰恩康医药股份有限公司（以下简称"泰恩康"、"公司"）首次公开发行 股票并在创业板上市的保荐机构及持续督导机构，根据《证券发行上市保荐业务 管理办法》《深圳证券交易所上市公司自律监管指引第 13 号——保荐业务》《上 市公司募集资金监管规则》《深圳证券交易所上市公司自律监管指引第 2 号—— 创业板上市公司规范运作》等有关规定，对泰恩康在募投项目实施期间使用自有 资金支付募投项目部分款项并以募集资金等额置换的事项进行了核查，具体情况 如下： 一、募集资金的基本情况 经中国证券监督管理委员会（以下简称"中国证监会"）《关于同意广东泰 恩康医药股份有限公司首次公开发行股票注册的批复》（证监许可〔2022〕203 号）核准，公司首次公开发行人民币普通股（A 股）5,910.00 万股，每股面值人 民币 1.00 元，发行价格为 19.93 元/股，募集资金总额 117,786.30 万元，扣除相 关发行费用（不含税）12, ...

证券代码：301263 证券简称：泰恩康 公告编号：2025-042 广东泰恩康医药股份有限公司 第五届监事会第八次会议决议公告 本公司及监事会全体成员保证公告内容的真实、准确和完整，没有虚假记 载、误导性陈述或者重大遗漏。 一、监事会会议召开情况 表决情况：3 票同意，0 票反对，0 票弃权。 三、备查文件 广东泰恩康医药股份有限公司（以下简称"公司"）第五届监事会第八次会议 （以下简称"会议"）通知于 2025 年 6 月 19 日以电子邮件及书面送达方式向全体 监事发出，会议于 2025 年 6 月 26 日在公司会议室以通讯表决方式召开。会议由 监事会主席林姿丽女士召集主持，应出席监事 3 人，实际出席监事 3 人。 本次监事会会议召集、召开符合《中华人民共和国公司法》和《公司章程》 等的规定，会议决议合法、有效。 二、监事会会议审议情况 经与会监事充分讨论，本次会议审议通过议案如下： （一）审议通过《关于使用自有资金支付募投项目部分款项并以募集资金等 额置换的议案》 公司使用自有资金支付募投项目部分款项并以募集资金等额置换的事项履行 了必要的决策程序，制定了相应的操作流程，不会影响公司募投项目正常实 ...

广东泰恩康医药股份有限公司 证券代码：301263 证券简称：泰恩康 公告编号：2025-043 关于使用自有资金支付募投项目部分款项并以募集资金 等额置换的公告 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。 广东泰恩康医药股份有限公司（以下简称"公司"）于 2025 年 6 月 26 日召开 了第五届董事会第八次会议、第五届监事会第八次会议，审议通过了《关于使用 自有资金支付募投项目部分款项并以募集资金等额置换的议案》，同意公司在募 投项目实施期间，使用自有资金支付募投项目相关款项，后续以募集资金进行等 额置换，即从募集资金专户划转等额资金至公司自有资金账户，该部分等额置换 资金视同募投项目使用资金。保荐机构对上述事项发表了核查意见。现将具体情 况公告如下： 一、募集资金基本情况 经中国证券监督管理委员会（以下简称"中国证监会"）《关于同意广东泰 恩康医药股份有限公司首次公开发行股票注册的批复》（证监许可〔2022〕203 号）核准，公司首次公开发行人民币普通股（A 股）5,910.00 万股，每股面值人 民币 1.00 元，发行价格为 19.93 元/股 ...

证券代码：301263 证券简称：泰恩康 公告编号：2025-041 广东泰恩康医药股份有限公司 第五届董事会第八次会议决议公告 本公司及董事会全体成员保证公告内容的真实、准确和完整，没有虚假 记载、误导性陈述或者重大遗漏。 一、董事会会议召开情况 广东泰恩康医药股份有限公司（以下简称"公司"）第五届董事会第八次会 议（以下简称"会议"）通知于 2025 年 6 月 19 日以书面送达或电子邮件方式向 全体董事发出，会议于 2025 年 6 月 26 日在公司会议室以通讯表决方式召开。 会议由董事长郑汉杰先生召集主持，本次会议应出席董事 7 人，实际出席董事 7 人，全部监事和高级管理人员列席会议。 本次董事会会议召集、召开符合《中华人民共和国公司法》《公司章程》等 的规定，会议决议合法、有效。 二、董事会会议审议情况 经与会董事充分讨论，本次会议审议通过议案如下： （一）审议通过《关于使用自有资金支付募投项目部分款项并以募集资金 等额置换的议案》 经审议，同意公司在募投项目实施期间，使用自有资金支付募投项目相关 款项，后续以募集资金进行等额置换，即从募集资金专户划转等额资金至公司 一般账户，该部分等额置换资 ...

Core Viewpoint - The announcement of the second employee stock ownership plan by TianKang aims to enhance long-term incentive mechanisms, improve employee cohesion and corporate competitiveness, and deeply bind the interests of the company, shareholders, and employees [1] Summary by Relevant Sections Employee Stock Ownership Plan - The scale of the employee stock ownership plan is set between RMB 150 million and RMB 200 million, with an average purchase price based on the closing price of RMB 33.77 per share on June 20, 2025, leading to a minimum of approximately 4.44 million shares and a maximum of about 5.92 million shares, accounting for no more than 1.39% of the total share capital as of the announcement date [1] - The holding period for the stock is strictly regulated, with a minimum of 12 months required [1] Market Confidence and Stock Performance - Industry insiders highlight three key points regarding TianKang's equity incentive: the stock will be sourced through secondary market purchases, the buy-in scale is significant, and the plan reflects strong confidence in future development [2] - TianKang's stock price has surged by 130% this year, ranking fourth among innovative drug concept stocks [2] Innovation and Clinical Development - The collective rise of innovative drug leaders reflects a systematic re-evaluation of the long-term value of R&D investments, driven by expectations of industry upgrades rather than solely academic data disclosures [3] - TianKang's innovative drug CKBA for vitiligo has completed 100% subject enrollment in its Phase II clinical trial, with plans to explore additional indications in the next 3-5 years [3] Growth Areas - The company is focusing on several growth areas, including gastrointestinal drugs, sexual health, and ophthalmology [4] - In the gastrointestinal sector, TianKang aims to expedite the registration process for its product and target over RMB 1 billion in sales within 3-5 years [4] - The sexual health segment features leading products with significant market presence, and a new product is expected to enhance the company's portfolio [4] - In ophthalmology, the company is progressing with clinical trials for a product aimed at treating presbyopia, which could become the first of its kind in China [4] Overall Outlook - TianKang's employee stock ownership plan reflects the company's strong confidence in future growth, driven by innovation and clinical needs, while building high-value competitive barriers in core areas [5] - As key projects move towards commercialization, the company is expected to generate new performance growth points and enter a new growth cycle [5]

Core Viewpoint - The company announced that its wholly-owned subsidiary has received a drug registration acceptance notice for glucosamine sulfate capsules from the National Medical Products Administration of China [1] Company Summary - The drug is indicated for primary and secondary osteoarthritis and was first approved in Italy in 1982 and in China in 1996 [1] - The sales amount for the drug in domestic urban and county public hospitals, urban and online pharmacies, urban community hospitals, and township health centers is projected to be approximately 3.362 billion RMB in 2024 [1] - Currently, there are 13 companies in China that have obtained drug registration certificates for this product [1]

证券代码：301263 证券简称：泰恩康 公告编号：2025-039 广东泰恩康医药股份有限公司 关于筹划第二期员工持股计划的提示性公告 本公司及董事会全体成员保证公告内容的真实、准确和完整，没有虚假 记载、误导性陈述或者重大遗漏。 为进一步完善广东泰恩康医药股份有限公司（以下简称"泰恩康"或"公 司"）长效激励机制，提高员工的凝聚力和公司竞争力，实现公司、股东和员 工利益的一致性，促进公司持续、稳定及健康发展，根据《中华人民共和国公 司法》《中华人民共和国证券法》《关于上市公司实施员工持股计划试点的指 导意见》《深圳证券交易所上市公司自律监管指引第 2 号——创业板上市公司 规范运作》等有关法律、法规及规范性文件的规定，结合公司实际情况，公司 拟推出第二期员工持股计划，相关筹划情况如下： 三、拟筹划的员工持股计划的持有人范围 本次拟筹划的员工持股计划持有人范围原则上为公司董事（不含独立董 事）、高级管理人员及公司（含合并报表范围内子公司）其他核心人员。具体 范围以后续审议披露的员工持股计划草案和员工实际缴纳出资为准。 四、预计披露本次员工持股计划草案的时间 董事会审议及披露本次员工持股计划草案的时间自本公告 ...

证券代码：301263 证券简称：泰恩康 公告编号：2025-040 广东泰恩康医药股份有限公司 申请事项：境内生产药品注册上市许可 关于全资子公司收到药品注册受理通知书的公告 本公司及董事会全体成员保证公告内容的真实、准确和完整，没有虚假 记载、误导性陈述或者重大遗漏。 广东泰恩康医药股份有限公司（以下简称"公司"）全资子公司安徽泰恩 康制药有限公司于近日收到国家药品监督管理局（以下简称"国家药监局"） 签发的硫酸氨基葡萄糖胶囊境内生产药品注册上市许可申请《受理通知书》， 国家药监局根据《中华人民共和国行政许可法》第三十二条的规定，对上述药 品的药品注册上市许可申请进行了审查，决定予以受理。现将相关情况公告如 下： 一、申请注册药品的基本情况 受理号：CYHS2502208 许可药品注册分类：化学药品 4 类 规格：0.25g（以硫酸氨基葡萄糖计）或 0.314g（以氯化钠硫酸氨基葡萄糖 计） 申请人：安徽泰恩康制药有限公司 药品名称：硫酸氨基葡萄糖胶囊 经查询国家药监局网站数据，截至目前硫酸氨基葡萄糖胶囊在国内共有 13 家企业获得药品注册证书。 四、对公司的影响及风险提示 根据国家相关法规规定，上述药品 ...