瑞联新材：拟终止渭南瑞联制药有限责任公司原料药项目 7月29日，瑞联新材（688550）发布公告称，公司拟终止渭南瑞联制药有限责任公司原料药项目（简 称"原料药项目"），综合考虑二期工程建设时间节点的不确定性，公司拟终止原料药项目的整体建设， 待二期产品方案明确后使用自有资金推进二期项目工程建设。 资料显示，瑞联新材成立于1999年4月，主营业务是研发、生产和销售专用有机新材料。 所属行业：电子–电子化学品Ⅱ–电子化学品Ⅲ 海大集团：上半年净利润26.39亿元 同比增长24.16% 7月29日，海大集团（002311）发布2025年半年度报告，公司上半年实现营业收入588.31亿元，同比增 长12.50%；实现归属于上市公司股东的净利润26.39亿元，同比增长24.16%。 资料显示，海大集团成立于2004年1月，主营业务是围绕动物养殖提供整体解决方案进行产业链业务布 局。 所属行业：医药生物–化学制药–化学制剂 金城医药：子公司获得磷酸奥司他韦化学原料药CEP证书 7月29日，金城医药（300233）发布公告称，公司之全资子公司北京金城泰尔制药有限公司于近日收到 欧洲药品质量管理局（EDQM）核准签发的磷酸 ...

Group 1 - A-shares indices rebounded after a dip, with the A500 ETF (512050) rising by 0.49% as of the report time [1] - The CRO sector saw significant gains, with stocks like Tigermed, CanSino, and WuXi AppTec rising over 6% [1] - The A500 ETF recorded a trading volume exceeding 4 billion yuan, ranking first among similar products, with a turnover rate of over 28% [1] Group 2 - The new national childcare subsidy policy will provide 3,600 yuan annually per child until the age of three, benefiting over 20 million families [1] - Financial analysts highlight the increasing importance of the capital market in national strategy, emphasizing its role in promoting technological innovation and wealth growth [1] - The A500 ETF (512050) offers a balanced industry allocation and leader selection strategy, covering all 35 sub-industries and integrating value and growth attributes [2]

Group 1 - The A-share market showed strength on July 29, with the ChiNext Index rising by 1.28% and the Tianhong ChiNext ETF (159977) increasing by 1.18%, with a trading volume exceeding 31 million yuan [1] - Over the past 30 trading days, the Tianhong ChiNext ETF has accumulated a gain of over 15% [1] - As of July 28, the latest circulating scale of the Tianhong ChiNext ETF is 8.724 billion yuan, closely tracking the ChiNext Index, which consists of 100 representative companies in the ChiNext market [3] Group 2 - Notable stocks within the ChiNext Index include Tianfu Communication, which rose over 12%, along with other stocks like Zhongji Xuchuang, Taige Pharmaceutical, and Xinyisheng [2] - The current market structure is shifting from a "barbell strategy" to "middle assets," with the technology and innovation sectors, represented by the ChiNext Index and the Sci-Tech 50, experiencing a cyclical turning point [3] - The first quarter profit growth rate of the ChiNext Index reached 19%, highlighting its profitability advantage among broad-based indices [3] Group 3 - The 2025 World Artificial Intelligence Conference is expected to catalyze new products and demands in the domestic AI industry chain, focusing on ten major sectors including AI infrastructure and intelligent terminals [4] - The AI industry chain in China is entering a phase of large-scale demonstration applications, with intelligent computing power expected to double by 2026, reaching a market size of approximately 33.7 billion USD [4] - Benefiting from the trends of inclusivity and intelligent equality, sectors such as scientific research, intelligent driving, and fintech are anticipated to gain from the widespread adoption of AI applications [4]

Group 1 - The China Securities A500 Index (000510) has shown a slight increase of 0.04%, with notable stock performances including Tianfu Communication (300394) rising by 11.45% and Foster (603806) reaching a 10% limit up [1] - The China Securities A500 ETF (563800) has a recent trading volume of 6.13% and a transaction value of 1.042 billion yuan, with an average daily trading volume of 1.941 billion yuan over the past year [1] - The latest scale of the China Securities A500 ETF is 16.994 billion yuan, with a net value increase of 10.80% over the past six months [1] Group 2 - The China Securities A500 Index is designed to reflect the overall performance of 500 representative listed companies across various industries, balancing traditional and emerging sectors [2] - Goldman Sachs has raised its 12-month target for the MSCI China Index from 85 to 90 points, indicating an 11% potential upside from last Friday's closing price, driven by improved trade prospects and market liquidity [2] - The National Taxation Administration reported that tax revenue is expected to exceed 155 trillion yuan during the 14th Five-Year Plan period, accounting for 80% of total fiscal revenue, which strengthens the financial foundation for economic and social development [2] Group 3 - Current A-share market dynamics are characterized by a dual drive of policy and capital, establishing a slow upward trend despite short-term technical adjustment pressures [3] - The bullish sentiment in the A-share market is growing, with significant capital still on the sidelines, which could provide upward momentum for broad indices [3] - The China Securities A500 ETF offers a balanced allocation of quality leading enterprises across various industries, serving as a tool for investing in core A-share assets [3]

基金君继续和你一起关注上午的市场行情和最新资讯！ 7月29日上午，A股三大股指早盘接近平开后一度走低，随后创业板指持续走强，一度涨逾 1%。截至午间收盘，创业板指涨0.92%，上证指数报3595.19点，跌0.08%，深证成指跌 0.04%。 【导读】医药股集体"霸屏"，CRO、创新药概念延续强势 沪深两市半日成交额突破1万亿元，达1.13万亿元，较昨天上午增加67亿元；个股跌多涨 少，市场共3860只个股下跌；1449只个股上涨，37只个股涨停。 中国基金报记者 张舟 盘面上，医药板块集体大涨，CRO、创新药、减肥药、仿制药等多个领域表现强势，半导 体、通信设备、钢铁、电子元器件等板块涨幅居前。 而农业板块持续回落，日用化工、化肥农药、化纤行业、石油化工整体走低，猪肉、智能物 流等概念股不振。 | | | Wind热门概念指数 | | | | --- | --- | --- | --- | --- | | CRO | 光模块(CPO) | 医疗服务 | 创新药 | 光芯片 | | 5.70% | 4.51% | 3.28% | 2.91% | 2.49% | | 減肥药 | 仿制药 | 反内卷 | 光通信 ...

Core Viewpoint - The pharmaceutical sector is experiencing a significant surge, particularly in the areas of CRO (Contract Research Organization) and innovative drugs, with many companies reporting strong mid-year earnings and profit forecasts [5][9]. Market Performance - The A-share market saw a mixed performance with the ChiNext index rising by 0.92%, while the Shanghai Composite Index and Shenzhen Component Index fell slightly by 0.08% and 0.04% respectively [2]. - The total trading volume in the Shanghai and Shenzhen markets exceeded 1.13 trillion yuan, an increase of 67 billion yuan compared to the previous day [2]. Sector Highlights - The pharmaceutical sector, including CRO, innovative drugs, weight loss drugs, and generic drugs, showed strong performance with CRO stocks rising by 5.7%, innovative drugs by 2.91%, weight loss drugs by 2.46%, and generic drugs by 2.17% [3][6]. - Conversely, the agricultural sector and several other industries such as daily chemicals, fertilizers, and petrochemicals experienced declines [2]. Individual Stock Performance - Notable individual stock performances included: - Zhaoyan New Drug rising by 16.31% - Microchip Biotech increasing by 13.29% - Jiuzhou Pharmaceutical hitting the daily limit [6]. - WuXi AppTec saw its H-shares rise by 10.56% and A-shares by 6.3%, following the announcement of a 20.64% year-on-year increase in revenue to 20.8 billion yuan and a 101.92% increase in net profit [8]. Earnings Forecasts - Many pharmaceutical companies are projecting strong earnings for the first half of 2025, with some expecting profit increases of over 400% [9]. - WuXi AppTec has adjusted its revenue growth forecast for its ongoing business from 10%-15% to 13%-17%, with total revenue expectations revised from 41.5 billion to 43.5 billion yuan [8].

Core Insights - Tigermed has completed the acquisition of Micron, a Japan-based Contract Research Organization (CRO) specializing in medical imaging and clinical trial services [1][4] - Micron, founded in 2005, has over 160 employees and has supported the successful approval of over 40 drugs, establishing itself as a leader in imaging biomarkers and AI-powered imaging support [2][3] - The integration of Micron into Tigermed's global network is expected to enhance Tigermed's capabilities in medical imaging across Japan and the Asia-Pacific region [4][5] Company Overview - Tigermed is a leading global provider of integrated research and development solutions for the biopharmaceutical and medical device industry, collaborating with over 3,600 customers and operating in more than 180 locations worldwide [7] - Micron provides a range of clinical development services centered around medical imaging, including monitoring, quality control, and centralized imaging review, and supports foreign medtech and biotech companies conducting clinical trials in Japan [6] Strategic Implications - The acquisition is anticipated to leverage Micron's expertise and technology to enhance Tigermed's competitiveness in medical imaging and clinical services, contributing to global medical research and development [5][4] - Micron's established reputation and experience in the medical imaging sector will provide Tigermed with a stronger platform for expansion and innovation in the healthcare industry [5][3]

Group 1 - The innovative drug ETF (560900) rose by 2.74% with a turnover of 30.12%, indicating active market trading [1] - The CSI Innovative Drug Industry Index (931152) increased by 2.82%, with notable gains in constituent stocks such as Tigermed (300347) up 10.32%, Jiuzhou Pharmaceutical (603456) up 10.01%, and WuXi AppTec (603259) up 6.30% [1] - The innovative drug ETF reached a new high of 1.019 yuan during the morning session, marking the highest price since the beginning of the year, with a half-day trading volume of 18.8945 million yuan, also a record since its listing [1] Group 2 - Huazhang Securities noted that high-value medical consumables have been under pressure from centralized procurement, but the market is now refocusing on low-priced medical devices and IVD sectors, with specific interest in artificial crystals, endoscopic consumables, orthopedics, and neurosurgery [2] - The innovative drug sector continues to gain traction, becoming one of the main market directions, with long-term investment value in innovative drugs, innovative devices, and AI healthcare [2] - The CSI Innovative Drug Industry Index is designed to reflect the overall performance of listed companies involved in innovative drug research and development, selecting no more than 50 representative companies [2]

智通财经7月29日电，截至午间收盘，恒生指数跌0.95%，恒生科技指数跌1.76%。港股生物医药板块逆 势走强，药明康德涨超10%，泰格医药涨超7%。 港股午评：恒生指数跌0.95% 恒生科技指数跌1.76% ...

截至午间收盘，恒指收跌0.95%，科指收跌1.76%。港股生物医药板块持续走高，药明康德（603259） 涨超10%，泰格医药（300347）涨超5%。 ...