智通财经APP获悉，香港联交所最新资料显示，7月24日，易方达基金减持泰格医药(03347)27.31万股， 每股作价50.0506港元，总金额约为1366.88万港元。减持后最新持股数目为1351.47万股，持股比例为 10.98%。 ...

| 1255 | 铸造有法见的磷业传 泰格仁达(上海)医药科技有限公司 | | 0 道一下 | ■ 应用 · | 企业中心 | E 10 | × 5VIP 骨贤服务 | | --- | --- | --- | --- | --- | --- | --- | --- | | 基本信息 6 | 法律诉讼 | 经营风险 | 经营信息 企业发展 | | 知识产权 | | MP 历史信息 ( | | 统一社会倡用代码 | 91310105MAERKQJP28 | 企业各称 | 颜格仁达(上海)医药科技有限公司 | | | | | | | | 登记状态 | 存法 | 成立日期 | 2025-07-28 | | | | 法定代表人 | 费观看 关联企业 57 | 注册资本 | 200万元 | 女被避手 | = | | | | 组织机构代码 | MAERKQJP-2 | 工岗注册号 | 310105000905104 | 纳税人旧别号 | | 91310105MAERKQJP28 | | | 企业类型 | 有限责任公司(非目然人投资成控股 的法人般资) | 實业明顯 | 2025-07-28 至 2045-07-27 | 的 ...

Core Viewpoint - Tiger Med voluntarily disclosed the acquisition of 56.37% stake in Japanese company MICRON, despite the transaction amount not meeting mandatory disclosure standards [2][5]. Group 1: Acquisition Details - Tiger Med's wholly-owned subsidiary, Tiger Med Japan, signed a share transfer agreement to purchase part of MICRON's shares for a total price of 484 million JPY, approximately 23.48 million CNY [5]. - Following the completion of this transfer, Tiger Med will hold 56.37% of MICRON [5]. - MICRON, established in 2005 and headquartered in Tokyo, specializes in medical imaging and clinical trial services, employing over 160 people and serving more than 250 clients [5]. Group 2: Financial Overview - As of May 31, 2025, MICRON's total assets were 781 million JPY, with a net asset value of -452 million JPY [6]. - For the period from January to May 2025, MICRON reported a main business revenue of 940 million JPY and a net loss of 67.05 million JPY [6]. Group 3: Strategic Implications - The acquisition is expected to leverage MICRON's strong foundation and customer resources in the Japanese market, facilitating Tiger Med's expansion in Japan and the Asia-Pacific region [6]. - The collaboration aims to enhance the integration of technology and talent, strengthening the competitive edge in medical imaging and clinical services, which is anticipated to positively impact the company's future operations [6]. Group 4: Market Reaction - Following the announcement, Tiger Med's stock price surged, with A-shares increasing by 8.8% and H-shares rising by 9.45% [6]. - As of July 29, the market capitalization of Tiger Med's A-shares reached 59.18 billion CNY [6]. Group 5: Recent Developments - Coincidentally, on July 28, Tiger Med announced that its actual controller, Cao Xiaochun, plans to reduce his holdings by up to 3 million shares within three months, potentially cashing out around 200 million CNY at current stock prices [9].

智通财经APP获悉，香港联交所最新资料显示，7月24日，易方达基金减持泰格医药(03347)27.31万股， 每股作价50.0506港元，总金额约为1366.88万港元。减持后最新持股数目为1351.47万股，持股比例为 10.98%。 ...

海外业务的高韧性成为业绩增长的重要驱动力。今年上半年，公司持续经营收入204.1亿元，海外客户 收入占比约85%。其中，来自美国客户的收入有140.3亿元，同比增长38.4%；来自欧洲客户的收入有 23.3亿元，同比增长9.2%。 信达证券研报指出，从2024年生物安全法案到2025年中美关税冲突，市场对于地缘政治风险的担忧已经 充分演绎，2025年H1公司来自美国客户的业务增速依然强劲，再次打消市场疑虑，全球化趋势难以抵 挡，公司在全球产业链中地位稳健。 细分业务中，TIDES（寡核苷酸和多肽）表现尤为亮眼。上半年，药明康德TIDES业务保持高速增长， 成为拉动业绩的关键因素之一。其业务收入50.3亿元，同比增长1.42倍，约占公司整体收入的24%。 7月29日，药明康德港股涨超11%，带动今日港股CRO板块逆势走强，泰格医药涨超9%，昭衍新药涨超 9%，康龙化成涨超7%。板块集体上扬的背后，是药明康德前一日发布的半年报数据为市场注入强心 针。 前一日晚间，药明康德公布2025年半年报。药明康德上半年营业收入208亿元，同比增长20.6%。归母 净利润85.61亿元，同比增长101.9%。今年上半年，公司持 ...

Core Viewpoint - Tiger Medical (300347.SZ) announced that its major shareholder, director, and general manager, Ms. Cao Xiaochun, plans to reduce her shareholding in the company [1] Group 1 - Ms. Cao Xiaochun holds 51,661,774 shares, representing 6.0413% of the company's total share capital after excluding repurchased shares, and 7.0575% of the total A-share capital [1] - The planned reduction will not exceed 3 million shares, which accounts for 0.3508% of the company's total share capital after excluding repurchased shares, and 0.4098% of the total A-share capital [1] - The reduction is set to occur within three months after a 15 trading day period following the announcement, during which no shares will be sold [1]

Market Overview - The Hong Kong stock market indices showed a recovery in the afternoon, with the Hang Seng Index and the Hang Seng China Enterprises Index down by 0.15% and 0.34% respectively, while the Hang Seng Tech Index fell by 0.35% after a larger drop of 2% during the day [1][2] - Despite the index adjustments, southbound funds significantly net bought over 10 billion HKD in Hong Kong stocks [1] Sector Performance - Large tech stocks saw a narrowing of losses in the afternoon, with Alibaba slightly turning positive, while Tencent, JD.com, Meituan, and Kuaishou experienced declines within 1%. Xiaomi continued to decline by 2.6% [2] - Biopharmaceutical stocks performed strongly, particularly in the innovative drug sector, with WuXi AppTec rising over 11%, and both CSPC Pharmaceutical and Luye Pharma increasing by over 8% [2] - The "anti-involution" sectors, including steel and photovoltaic stocks, showed a notable recovery, while oil, gambling, and semiconductor stocks mostly rose [2] - The three-child policy subsidy of 3600 yuan led to a mixed performance in related stocks, with some experiencing declines [2][6] Banking Sector - The banking sector faced declines, with several banks such as Chongqing Rural Commercial Bank and China Everbright Bank dropping over 3% [4][5] - Major banks like Industrial and Commercial Bank of China, China Construction Bank, and Agricultural Bank of China also saw declines [4] Biopharmaceutical Sector - WuXi AppTec reported a strong performance with a revenue of 20.8 billion yuan for the first half of 2025, a year-on-year increase of 20.64%, and a net profit surge of 101.92% [8] - The company expects continued double-digit growth in operating revenue, adjusting its growth forecast from 10-15% to 13-17% [8] Automotive Sector - Automotive dealership stocks rose against the trend, with Guanzhong Holdings increasing over 9% and Zhongsheng Holdings up over 6% [9][10] - UBS reported that the rebound in stock prices for Zhongsheng and Yongda Automotive is attributed to expectations of improved profit margins from new car sales due to government policies [10] Steel Sector - Steel stocks experienced gains, with Maanshan Iron & Steel rising over 8% and several other companies like Ansteel and Asia Pacific Resources also seeing increases [11][12] Apple-Related Stocks - Apple-related stocks were active, with AAC Technologies rising over 3% and other companies like GoerTek and BYD Electronics also showing gains [13] Future Outlook - Haitong Securities expressed optimism about the Hong Kong stock market, particularly in the technology sector, suggesting a focus on sectors with improving conditions and low valuations [15]

来源：上海证券报·中国证券网 上证报中国证券网讯（记者 李雨琪）7月29日，中证新华社民族品牌工程指数（简称"民族品牌指数"） 收报1766.70点，涨1.09%。100只成分股中，50只上涨、50只下跌。其中，恒生电子涨停，中际旭创上 涨9.41%，泰格医药上涨8.80%。 ...

消息面上，7月28日，创新药企ETF(560900)跟踪指数成分股——药明康德发布半年报，公司上半年实现 营业收入207.99亿元，同比增长20.64%；归属于上市公司股东的净利润85.6亿元，同比增长101.92%。 其中，第二季度实现营业收入111.45亿元，这是公司历史上首次在第二季度营收突破百亿规模，归属净 利润48.89亿元，创历史同期新高。 信达证券指出，医药生物行业短期受基孔肯雅热疫情事件催化，叠加创新属性或迎来估值修复；诊断板 块前期新冠基数已消化，疫情或带来新需求。 创新药企ETF(560900)紧密跟踪中证创新药产业指数，中证创新药产业指数从主营业务涉及创新药研发 的上市公司证券中，选取不超过50只最具代表性上市公司证券作为指数样本，以反映创新药产业上市公 司证券的整体表现。 伴随AI驱动新一轮科技浪潮的兴起，摩根资产管理整合旗下"全球视野投科技"产品线，从主动管理到被 动投资产品，助力投资者从全球视野布局优质科技企业，把握时代浪潮下的投资机遇。 截至2025年7月29日收盘，创新药企ETF(560900)收涨3.15%，年内累计涨幅已达35.15%，换手37.88%， 市场交投活跃。跟踪 ...

Core Viewpoint - The performance of Zhang Fusheng, a fund manager at the Fortune Fund, has significantly declined, particularly in the Fortune Clean Energy Industry Mixed A Fund, which has recorded a return of -37.91% over his tenure of 3 years and 60 days, raising concerns among investors about his management capabilities [2][5][7]. Fund Performance Summary - The Fortune Clean Energy Industry Mixed A Fund was established with an initial size of 17.51 billion yuan but has seen a reduction in net assets to 8.55 billion yuan as of June 30, 2025, reflecting a decrease of 14.19% [23][43]. - The fund's performance metrics show a year-to-date return of -3.45%, a 3-month return of -1.06%, and a 1-year return of 2.38%, with a 2-year return of -28.05% and a 3-year return of -49.66% [7][5]. - The fund's unit net value as of July 25, 2025, is 1.0043, with an overall return since inception of 18.11% [7]. Fund Manager Background - Zhang Fusheng has a diverse background in finance, having worked at Deloitte, China International Capital Corporation, and Gao Hua Securities before joining Fortune Fund in November 2021 [3][2]. - He has managed several funds, including the Fortune Value Growth Mixed Fund and the Fortune Automotive Smart Selection Mixed Fund, but his overall performance has been underwhelming, with the Fortune Automotive Smart Selection Mixed A Fund showing a return of -21.76% over 2 years and 301 days [5][25]. Investor Sentiment - Investors have expressed dissatisfaction with the fund's performance, with complaints highlighting significant losses, including a reported 48.16% decline for long-term holders [14][10]. - The high turnover rate of the fund, reaching 490.76% in Q2 2023, indicates frequent trading, which may contribute to increased volatility and costs, further impacting investor confidence [29][28].