ALK(SZ:002940) Chang Jiang Shang Bao·2025-08-04 09:27Core Viewpoint - Despite facing performance pressure, the stock price of Angli Kang (002940.SZ) has surged significantly, prompting multiple announcements regarding abnormal stock trading fluctuations [1] Group 1: Stock Performance - From June to July 2025, Angli Kang's stock price increased from 14.84 CNY per share to 57.2 CNY per share, representing a remarkable growth of 283% [2] - The stock price surge is linked to the overall bullish trend in the innovative drug sector since 2025 [3] Group 2: Company Performance and Projects - In Q1 2025, Angli Kang reported a revenue of 34.6 million CNY, a year-on-year decline of 15.31%, and a net profit attributable to shareholders of 1.6 million CNY, down 43.63% year-on-year [4] - The company is currently focused on one innovative drug project, ALK-N001, which is in Phase I clinical trials as of the announcement date [1] - There is an additional project, ALK-N002, which is still in the candidate selection phase and has not yet been finalized [1] Group 3: Market Context - The innovative drug index has risen from 920.36 points at the beginning of 2025 to 1375.62 points by July 30, 2025, marking an increase of nearly 50% [4] - The growth in the innovative drug sector is attributed to multiple factors, including policy benefits, technological breakthroughs, accelerated internationalization, and increased capital inflow [4] Group 4: Stock Buyback - As of July 31, 2025, Angli Kang has repurchased 3.5997 million shares, accounting for 1.78% of the total share capital, with a total transaction amount of 50.0013 million CNY [5] - The buyback is in line with the company's repurchase plan, and further repurchases will be conducted based on market conditions [5]