证券时报·数据宝统计，截至上午10:29，上证综指3639.18点，涨跌幅为0.11%，A股总成交额为8327.86 亿元。到目前为止，今日有20只A股的5日均线主动下穿10日均线，其中昂利康、成都先导、赛升药业 等个股的5日均线较10日均线距离最大，分别达-1.78%、-1.64%、-1.40%。（数据宝） 部分5日、10日均线死叉个股 | 代码 | 简称 | 今日涨跌 | 今日换手 | 5日均线 | 10日均线 | 5日较10日均线 | 最新价 | 较10日均线乖 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | | | （%） | 率（%） | （元） | （元） | 距离（%） | （元） | 离率（%） | | 002940 | 昂利 | 3.44 | 3.35 | 56.59 | 57.62 | -1.78 | 56.21 | -2.44 | | | 康 | | | | | | | | | 688222 | 成都 | 0.18 | 1.41 | 23.11 | 23.49 | -1.64 | 22.56 | -3.96 | | ...

Core Insights - The report highlights that the total salary of A-share listed company secretaries in 2024 reached 4.086 billion yuan, with an average annual salary of 754,300 yuan [1] - Over 21% of company secretaries earn more than 1 million yuan annually, indicating a significant portion of high earners in this role [1] Salary Distribution - The average annual salary for company secretaries in the biopharmaceutical sector is 1.01 million yuan, with the distribution of salaries as follows: below 500,000 yuan (15%), 500,000-1,000,000 yuan (41%), 1,000,000-2,000,000 yuan (38%), 2,000,000-3,000,000 yuan (4%), and above 3,000,000 yuan (2%) [5] - The top five highest-paid company secretaries have salaries of 3.2565 million yuan, 2.5345 million yuan, 2.2809 million yuan, 1.9265 million yuan, and 1.89 million yuan, with their tenure at the companies ranging from less than one year to 15 years [7] Age and Educational Background - The age distribution of company secretaries shows that those aged 40-50 constitute 61%, while those over 50 account for 15%, and those under 30 make up 6% [1][3] - The educational background indicates that 52% hold a bachelor's degree, 44% have a master's degree, and only 2% possess a doctoral degree, with the latter represented by just one individual [3] Investor Engagement - There is a significant variance in the number of investor meetings held by companies, with 43% of companies hosting fewer than 10 meetings annually, while only 2% have more than 1,000 meetings [9] - The five companies with the highest number of investor meetings are reported to have 1,500, 777, 681, 549, and 504 meetings, respectively [9]

Overview of Credit and Guarantee Situation - The company has approved a comprehensive credit application not exceeding 200 million yuan, with a guarantee of 100 million yuan for its subsidiary, Shenyang Junyuan Pharmaceutical Co., Ltd. [1] - The board of directors approved this decision to support the operational and future development needs of the company and its subsidiary [1]. Progress of Guarantee - The subsidiary Junyuan Pharmaceutical has applied for a financing loan from China Everbright Bank Luxembourg Branch, and the company has signed a contract with Hangzhou Bank Beijing Branch for a guarantee [2]. - The company applied for a comprehensive credit limit of 100 million yuan from Hangzhou Bank, utilizing 21.09989 million yuan for a financing guarantee, benefiting Everbright Bank Luxembourg Branch [2]. Main Contents of Guarantee Contract and Loan Agreement - The guarantee amount for the external guarantee/standby letter of credit contract is USD 2.95 million, with a guarantee expiration date of June 18, 2026 [2][3]. - The loan agreement specifies that the borrower is Shenyang Junyuan Pharmaceutical Co., Ltd., with a loan amount of USD 2.8 million for daily operational needs [3]. Cumulative External Guarantee Situation - As of the announcement date, the total approved external guarantee amount is 21.09989 million yuan, accounting for 0.61% of the company's latest audited net assets [3]. - The company has no overdue guarantees and does not provide guarantees for non-affiliated parties or those involved in litigation [3].

证券代码:300485 证券简称：赛升药业 公告编号：2025-027 北京赛升药业股份有限公司 关于公司向金融机构申请综合授信并 为子公司提供担保的进展公告 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。 一、授信及担保情况概述 北京赛升药业股份有限公司（以下简称"公司"）于 2025 年 3 月 27 日召开了 第五届董事会第六次会议及第五届监事会第六次会议，审议通过了《关于公司向金 融机构申请综合授信并为子公司提供担保的议案》，为满足公司及子公司沈阳君元 药业有限公司（以下简称"君元药业"或"子公司"）生产经营和未来发展需要， 公司董事会同意公司向金融机构申请不超过 20,000 万元的综合授信额度，其中公 司拟为君元药业向银行申请 10,000 万授信提供连带责任保证担保。具体内容详见 公司于 2025 年 3 月 29 日在巨潮资讯网（www.cninfo.com.cn）披露的《关于公司 向金融机构申请综合授信并为子公司提供担保的公告》（公告编号：2025-014）。 二、担保进展情况 鉴于子公司君元药业向中国光大银行股份有限公司卢森堡分行申请融资贷 ...

企业名称：沈阳君元药业有限公司 注册地址：沈阳市浑南区麦子屯 603 号沈阳浑南生物医药产业园 9 号楼 证券代码：300485 证券简称：赛升药业 公告编号：2025-026 北京赛升药业股份有限公司 关于子公司药品生产许可证变更的公告 本公司及董事会全体成员保证信息披露的内容真实、准确和完整，没 有虚假记载、误导性陈述或重大遗漏。 北京赛升药业股份有限公司（以下简称"公司"）子公司沈阳君元药业有限 公司（以下简称"君元药业"）近日获得了辽宁省药品监督管理局颁发的《药品 生产许可证》。本次涉及变更的事项为：同意该企业将已上市药品杏仁止咳颗粒 （国药准字 Z21020722）的生产场地由沈阳市浑南新区（暨沈阳国家高新技术产 业开发区）古城子甲-66 号变更为沈阳市浑南区麦子屯 603 号 9 号楼，22 号楼， 其他内容不变。 现将相关信息公告如下： 一、《药品生产许可证》的基本信息 生产地址和生产范围：沈阳市浑南区麦子屯 603 号 9 号楼，22 号楼：片剂、 颗粒剂、硬胶囊剂、丸剂（水丸）、溶液剂（外用、含激素类）、酊剂（外用、 含激素类）、搽剂、栓剂、小容量注射剂*** 二、对公司的影响 本次《药品生 ...

Core Insights - The report highlights the resilience of cross-border e-commerce, with imports and exports reaching 1.32 trillion yuan, a year-on-year increase of 5.7% [4] - The report indicates that the 5-year LPR is maintained at 3.5% and the 1-year LPR at 3%, reflecting stability in the lending market [4] - The report notes that the market is experiencing a strong upward trend, with major indices reaching new highs and a total trading volume of 1.7 trillion yuan, an increase of 128.9 billion from the previous trading day [10] Industry Updates - The National Healthcare Security Administration held discussions on the comprehensive value assessment of innovative drugs and medical devices, with related companies including Sai Sheng Pharmaceutical and Bei Da Pharmaceutical [6] - The controlled nuclear fusion industry is entering a construction-intensive phase, accelerating towards commercialization, with related companies including Wangzi New Materials and China Nuclear Construction [6] - Domestic robot manufacturers are achieving breakthroughs in orders, with humanoid robots gradually entering the commercialization phase, related companies include Wolong Electric and Mingzhi Electric [6] Company Focus - Haopeng Technology has entered the supply chain of various service robots, companion robots, quadruped robotic dogs, and humanoid robots [8] - Hongxin Electronics, a leading domestic FPC company, maintains long-term cooperation with major domestic smartphone manufacturers [8] - Wangzi New Materials is collaborating with Hanhai Juneng to accelerate the commercialization process of controlled nuclear fusion [8] - China Rare Earth is advancing the exploration rights for Shengong Sai Rare Earth Mine and Feitian Rare Earth Mine [8] Market Review and Outlook - On July 21, the market opened high and closed higher, with the Shanghai Composite Index rising by 0.72%, the Shenzhen Component Index by 0.86%, and the ChiNext Index by 0.87%, indicating a strong market sentiment [10] - The report notes that the market is in a strong upward channel, supported by macro policies and technical indicators, suggesting continued structural investment opportunities [11]

创新药概念反复走强 联环药业2连板 智通财经7月8日电，创新药概念反复走强，联环药业走出2连板，睿智医药、广生堂涨超10%，前沿生 物、赛升药业、北陆药业、亿帆医药、美迪西等多股涨超5%。中金公司研报称，长期看，中国创新药 在经历跟随创新沉淀后，已经进入渐进式创新时代，开始具备国际竞争力。同时，一二级融资的便利， 国际形势趋缓带来产业链CXO/科研上游等领域的衍生投资机会。 ...

Group 1 - The A-share market for monoclonal antibody concepts is active, with companies like Sai Sheng Pharmaceutical and Hainan Hai Pharmaceutical seeing gains of over 9% [1] - Other stocks such as Yiling Pharmaceutical, Zhongyuan Qihua, and Fudan Zhangjiang also experienced upward movement [1] - The collaboration between Hong Kong's cornerstone pharmaceutical company and European firm Gentili regarding Sugli monoclonal antibody is expected to boost the innovative drug market [1]

Group 1 - The recombinant protein concept sector rose by 2.85%, ranking fifth among concept sectors, with 46 stocks increasing in value [1] - Notable gainers included Shenzhou Cell and Weiming Pharmaceutical, both reaching the daily limit, while Saiseng Pharmaceutical, Hotgen Biotech, and Huiyu Pharmaceutical also saw significant increases of 10.45%, 10.38%, and 8.43% respectively [1] - The sector experienced a net inflow of 568 million yuan, with 30 stocks receiving net inflows, and five stocks attracting over 30 million yuan each [2] Group 2 - Leading the net inflow was Weiming Pharmaceutical, which saw a net inflow of 89.46 million yuan, followed by Kexing Pharmaceutical, Yipin Hong, and Huiyu Pharmaceutical with net inflows of 74.06 million yuan, 71.16 million yuan, and 60.03 million yuan respectively [2][3] - The net inflow ratios for Weiming Pharmaceutical, Kexing Pharmaceutical, and Huiyu Pharmaceutical were 24.18%, 13.33%, and 12.60% respectively [3] - The overall performance of the recombinant protein sector was supported by strong trading activity, with several stocks showing high turnover rates [3][4]

Investment Rating - The report maintains a "Recommended" investment rating for the healthcare sector [7]. Core Insights - The healthcare sector has shown a mixed performance, with the Shenyin Wanguo Pharmaceutical Bio Index rising by 1.60% from June 23 to June 27, 2025, underperforming the CSI 300 Index by 0.35 percentage points [2][12]. - Year-to-date, the pharmaceutical sector has increased by 6.24%, outperforming the CSI 300 Index by 6.57 percentage points, ranking 11th among 31 sectors [2][14]. - As of June 27, 2025, the valuation of the pharmaceutical sector stands at 27.54 times (TTM overall method, excluding negative values), with a premium of 140.94% compared to the CSI 300 [2][17]. Summary by Sections 1. Market Performance - The pharmaceutical sector's performance from June 23 to June 27, 2025, was a 1.60% increase, ranking 23rd among 31 sectors [12]. - The year-to-date performance shows a 6.24% increase, ranking 11th among 31 sectors [14]. 2. Important Events - The National Healthcare Security Administration released the "2025 Basic Medical Insurance Directory and Commercial Insurance Innovative Drug Directory Adjustment Application Guidelines," marking a significant step for commercial health insurance in the multi-level medical security system [4][21]. 3. Industry Perspective - The inclusion of the commercial insurance innovative drug directory indicates an enhanced role for commercial insurance in the multi-level medical security system, providing greater opportunities for the industry [5][22]. - The report expresses optimism for innovative drugs, overseas expansion, and the clearing of procurement in specific segments, suggesting a focus on companies involved in these areas [22].