Market Overview - On October 9, the A-share market saw a strong rally, with the Shanghai Composite Index rising over 1% to surpass 3900 points, marking a 10-year high [1] - The total trading volume in the Shanghai and Shenzhen markets reached 26,723 billion yuan, an increase of 4,748 billion yuan compared to the previous trading day [1] - The technology sector, particularly the STAR Market, experienced significant gains, with the STAR 50 Index surging over 6% during the session [1] Sector Performance - The non-ferrous metals sector showed remarkable performance, with stocks like Tongling Nonferrous Metals, Northern Copper, and Yunnan Copper hitting the daily limit [1][5] - The rare earth sector also saw gains, with companies like China Rare Earth and Northern Rare Earth reaching their daily limit [8] - The storage chip concept remained active, with stocks such as Zhaoxin Semiconductor and Huahong Semiconductor hitting their daily limit [12] Notable Stocks - Newly listed stock Yunhan Chip City (301563) closed up 40.89%, reaching 164.56 yuan per share, with an intraday high of over 70% [2] - In the Hong Kong market, stocks like Xin Mining Resources and Hang Seng Bank saw significant increases, with Xin Mining Resources rising over 120% [4] Gold and Precious Metals - International spot gold prices surged past $4000 per ounce, reaching a historical high, driven by factors such as the U.S. government shutdown and ongoing expectations of interest rate cuts by the Federal Reserve [6][7] - Analysts suggest that the rise in gold prices is also influenced by global central banks' continued purchases of gold [7] Fusion Energy Sector - The controlled nuclear fusion concept gained traction, with stocks like Changfu Co. and Western Superconducting Technologies hitting their daily limit [9] - The BEST project in Hefei achieved a key breakthrough, marking a new phase in its construction [10] - The upcoming International Atomic Energy Fusion Energy Conference is expected to catalyze further developments in the fusion sector [11] Semiconductor Market - The storage chip market is projected to see price increases, with expectations of a 10% rise in eSSD prices and a 10-15% increase in DDR5 RDIMM prices by Q4 2025 [12][14] - NAND Flash prices are also expected to rise, with estimates of a 5-10% increase in Q4 2025 due to high demand from data centers [14]

Core Viewpoint - The stock prices of companies such as Hezhong Intelligent and Yongding Co., Ltd. have reached their daily limit, indicating strong market interest and potential investment opportunities in these firms [1] Group 1: Company Performance - Hezhong Intelligent and Yongding Co., Ltd. experienced a limit-up in their stock prices, suggesting significant investor confidence [1] - Other companies such as Hahuan Huaton, Tianli Composite, and Changfu Co., Ltd. saw their stock prices increase by over 10%, reflecting a positive trend in the market [1] - Additional companies including Shanghai Electric, Zhongzhou Special Materials, Zhejiang Fuhua Holdings, Western Superconducting Technologies, and Guoguang Electric also experienced stock price increases, indicating a broader market rally [1]

Market Overview - The Chinese medicine sector experienced a decline of 0.36% on September 25, with Enwei Pharmaceutical leading the drop [1] - The Shanghai Composite Index closed at 3853.3, down 0.01%, while the Shenzhen Component Index closed at 13445.9, up 0.67% [1] Stock Performance - Notable gainers included: - Weikang Pharmaceutical, closing at 25.25 with a rise of 9.83% and a trading volume of 135,600 shares, totaling 329 million yuan [1] - Yisheng Pharmaceutical, closing at 7.98 with a rise of 1.53% and a trading volume of 80,000 shares, totaling 6.41 million yuan [1] - Major decliners included: - Enwei Pharmaceutical, closing at 32.25 with a drop of 3.09% and a trading volume of 8,950 shares, totaling 2.91 million yuan [2] - Zhendong Pharmaceutical, closing at 6.85 with a drop of 2.97% and a trading volume of 508,400 shares [2] Capital Flow - The Chinese medicine sector saw a net outflow of 462 million yuan from institutional investors, while retail investors contributed a net inflow of 315 million yuan [2] - The table of capital flow indicates that: - Wanbangde had a net inflow of 23.44 million yuan from institutional investors, but a net outflow of 29.29 million yuan from retail investors [3] - Jilin Aodong experienced a net inflow of 21.10 million yuan from institutional investors, with outflows from both retail and speculative investors [3]

Summary of Key Points Core Viewpoint - On September 25, a total of 12 companies had their restricted shares unlocked, with a total unlocking volume of 131 million shares, amounting to a market value of 4.428 billion yuan based on the latest closing price [1] Unlocking Volume - Two companies had unlocking shares exceeding 10 million: Enwei Pharmaceutical with 69.79 million shares and Huahai Pharmaceutical with 41.15 million shares, followed by Lierda with 9.28 million shares [1] Unlocking Market Value - The market value of unlocked shares exceeded 100 million yuan for two companies: Enwei Pharmaceutical at 2.323 billion yuan, Huahai Pharmaceutical at 919 million yuan, and Wancheng Group at 762 million yuan [1] Unlocking Ratio - One company had an unlocking ratio exceeding 10%: Enwei Pharmaceutical at 67.83%, followed by Huahai Pharmaceutical at 2.75% and Wancheng Group at 2.36% [1]

登录新浪财经APP 搜索【信披】查看更多考评等级 2、本次实际控制人一致行动协议到期终止，公司实际控制人及控股股东不会发生变化。 3、薛永新先生、薛永江先生、薛刚先生、薛维洪先生为亲属关系，薛永江先生、薛刚先生和薛维洪先 生在上市公司担任董事及高级管理人员职务。属于《上市公司收购管理办法》第八十三条规定的一致行 动人情形。本次《一致行动协议》到期终止后，上述实际控制人仍共同为恩威医药股份有限公司（以下 简称"公司"或"恩威医药"）的实际控制人，仍需继续遵守《上市公司收购管理办法》《上市公司董事和 高级管理人员所持本公司股份及其变动管理规则》《深圳证券交易所上市公司自律监管指引第18号一一 股东及董事、高级管理人员减持股份》等有关法律法规和规范性文件关于一致行动的规定，在公司的收 购及相关股份权益变动和股份减持活动中合并计算其所持有的公司股份。 公司于近日收到实际控制人薛永新先生、薛永江先生、薛刚先生、薛维洪先生出具的《关于〈一致行动 人协议〉到期不再续签的告知函》。经各方同意并确认，各方签署的《一致行动人协议》于 2025 年 9 月20 日到期后不再续签。现将相关情况公告如下： 证券代码：301331 证券 ...

证券日报网讯 9月23日晚间，恩威医药发布公告称，公司于近日收到实际控制人薛永新先生、薛永江先 生、薛刚先生、薛维洪先生出具的《关于到期不再续签的告知函》。经各方同意并确认，各方签署的 《一致行动人协议》于2025年9月20日到期后不再续签。 （编辑 任世碧） ...

格隆汇9月23日丨恩威医药(301331.SZ)公布，公司于近日收到实际控制人薛永新先生、薛永江先生、薛 刚先生、薛维洪先生出具的《关于<一致行动人协议>到期不再续签的告知函》。经各方同意并确认， 各方签署的《一致行动人协议》于2025年9月20日到期后不再续签。本次实际控制人一致行动协议到期 终止，公司实际控制人及控股股东不会发生变化。 ...

格隆汇9月23日丨恩威医药(301331.SZ)公布，公司于近日收到实际控制人薛永新先生、薛永江先生、薛 刚先生、薛维洪先生出具的《关于 <一致行动人协议> 到期不再续签的告知函》。经各方同意并确认， 各方签署的《一致行动人协议》于2025年9月20日到期后不再续签。本次实际控制人一致行动协议到期 终止，公司实际控制人及控股股东不会发生变化。 ...

证券代码：301331 证券简称：恩威医药 公告编号：2025-045 恩威医药股份有限公司 特别提示： 1、本次实际控制人一致行动协议到期终止不涉及各方实际持股数量的增减，不触 及要约收购。 2、本次实际控制人一致行动协议到期终止，公司实际控制人及控股股东不会发生 变化。 3、薛永新先生、薛永江先生、薛刚先生、薛维洪先生为亲属关系，薛永江先生、 薛刚先生和薛维洪先生在上市公司担任董事及高级管理人员职务。属于《上市公司收购 管理办法》第八十三条规定的一致行动人情形。本次《一致行动协议》到期终止后，上 述实际控制人仍共同为恩威医药股份有限公司（以下简称"公司"或"恩威医药"）的 实际控制人，仍需继续遵守《上市公司收购管理办法》《上市公司董事和高级管理人员 所持本公司股份及其变动管理规则》《深圳证券交易所上市公司自律监管指引第 18 号 ——股东及董事、高级管理人员减持股份》等有关法律法规和规范性文件关于一致行动 的规定，在公司的收购及相关股份权益变动和股份减持活动中合并计算其所持有的公司 股份。 公司于近日收到实际控制人薛永新先生、薛永江先生、薛刚先生、薛维洪先生出具 的《关于<一致行动人协议>到期不再续签的告 ...

登录新浪财经APP 搜索【信披】查看更多考评等级 证券代码：301331 证券简称：恩威医药 公告编号：2025-044 1、本次解除限售并上市流通的限售股份为恩威医药股份有限公司（以下简称"公司"）首次公开发行前 限售股； 2、本次解除限售股东户数共计5户，解除限售的股份数量为69,790,184股，占公司总股本的67.83%；限 售期为自公司首次公开发行股票并上市之日起36个月； 3、本次解除限售股份的上市流通日期为2025年9月25日（星期四）。 4、根据公司2025年1月21日披露的《关于控股股东一致行动人取得金融机构增持贷款承诺暨增持公司股 份计划的公告》（公告编号：2025-002），以及2025年7月18日披露的《关于控股股东一致行动人增持 公司股份计划实施完毕暨增持结果的公告》（公告编号：2025-031），成都杰威企业管理有限公司（以 下简称"成都杰威"）及其一致行动人承诺：在增持计划实施期间及增持计划完成后六个月内不减持其所 持有的公司股份，即2025年7月18日至2026年1月17日期间，成都杰威及其一致行动人成都恩威投资（集 团）有限公司（以下简称"恩威集团"）、成都瑞进恒企业管理有限 ...