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6月9日中欧医疗健康混合A净值增长2.59%,今年来累计上涨8.71%
Sou Hu Cai Jing· 2025-06-09 12:14
Group 1 - The core viewpoint of the news is the performance and holdings of the China Europe Medical Health Mixed A Fund, which has shown positive growth in its net value and returns over various time frames [1] - As of June 9, 2025, the latest net value of the fund is 1.7495 yuan, reflecting a growth of 2.59% [1] - The fund's one-month return is 6.87%, ranking 260 out of 4686 in its category, while the three-month return is 6.84%, ranking 404 out of 4628 [1] - Year-to-date, the fund has achieved a return of 8.71%, with a ranking of 1149 out of 4564 [1] Group 2 - The top ten stock holdings of the China Europe Medical Health Mixed A Fund account for a total of 55.30%, with significant positions in companies such as Heng Rui Pharmaceutical (10.60%) and WuXi AppTec (9.95%) [1] - Other notable holdings include Kanglong Chemical (6.24%), Mindray Medical (5.21%), and Tiger Medical (5.04%) [1] - The fund was established on September 29, 2016, and as of March 31, 2025, it has a total scale of 15.613 billion yuan, managed by fund manager Ge Lan [1] Group 3 - Ge Lan, the fund manager, holds a PhD in Biomedical Engineering from Northwestern University and has extensive experience in the investment management field [2] - Ge Lan has previously worked as a researcher at Guojin Securities and Minsheng Jia Yin Fund Management, and has managed multiple funds since joining China Europe Fund Management in October 2014 [2]
6月9日晚间重要公告一览
Xi Niu Cai Jing· 2025-06-09 10:15
Group 1 - Kaichun Co., Ltd. adjusted the share repurchase price limit from 26.625 yuan/share to 40 yuan/share, effective from June 10, 2025 [1] - Yipin Pharmaceutical's subsidiary received a drug registration certificate for Dexmedetomidine Hydrochloride Injection, a Class 3 chemical drug used for sedation during anesthesia [1] - Bohui Innovation obtained a medical device registration certificate for HPV Genotyping Test Kit, used for qualitative detection of HPV DNA [1][2] Group 2 - Lingyi Zhi Zao's application for issuing convertible bonds and cash payment to acquire 66.46% of Jiangsu Kedasiteng Automotive Technology Co., Ltd. has been accepted by the Shenzhen Stock Exchange [3] - Kemin Food reported a 23.06% year-on-year increase in pig sales in May, with a total of 48,300 pigs sold [4][5] - Meian Sen decided to terminate the issuance of shares to specific objects due to market conditions and strategic considerations [6][7] Group 3 - Zhengbang Technology reported a 146.6% year-on-year increase in pig sales revenue in May, totaling 731 million yuan [9] - Yuanda Holdings plans to reduce the registered capital of its subsidiary from 73 million to 24.3 million USD to optimize asset structure [10] - East China Pharmaceutical's subsidiary received FDA approval for clinical trials of HDM1010 tablets for type 2 diabetes [12] Group 4 - Liangxin Co., Ltd. received a government subsidy of 14.1 million yuan, accounting for 4.52% of its audited net profit for 2024 [13] - Erkang Pharmaceutical's Vitamin B6 Injection passed the consistency evaluation for generic drugs [14] - New Industry received a patent certificate for an antibody related to anti-PIC detection, enhancing detection efficiency [16][15] Group 5 - Dongxing Medical signed a 6 million yuan technology development contract with Shanghai Jiao Tong University for collagen preparation processes [16] - Suchang Chai A's subsidiary will absorb and merge another subsidiary, adjusting internal equity structure [17] - Yibin Technology received a project designation notice from a domestic new energy vehicle company, with an estimated total sales of 256 million yuan over five years [18] Group 6 - Mingchen Health received a cash dividend of 20 million yuan from its subsidiary [19] - Hendi Pharmaceutical obtained a drug registration certificate for Ibuprofen Suspension, a common medication for children [19] - Huaren Pharmaceutical's subsidiary received a drug registration certificate for Dexmedetomidine Hydrochloride Injection, classified as a Category B drug under national medical insurance [20] Group 7 - Enwei Pharmaceutical obtained a renewed drug production license for six key products [21] - Xiaoming Co., Ltd. reported a 45.59% year-on-year increase in chicken product sales in May, totaling 23.25 million birds [23][24] - Shan Natural Gas successfully issued a 350 million yuan short-term financing bond with a 1.78% interest rate [25] Group 8 - Xidamen announced plans for board members to reduce their holdings by up to 581,000 shares [26] - Shentong Technology's shareholder plans to reduce holdings by up to 3% of the company's shares [27] - Saintno Bio plans to distribute a cash dividend of 0.14 yuan per share and a capital increase of 0.4 shares per share [28] Group 9 - *ST King Kong's subsidiary received a debt transfer notice from its controlling shareholder, totaling 364 million yuan [29] - Foxit Software's executives plan to reduce their holdings by a total of 55,800 shares [30] - Youyou Green Energy plans to apply for a bank credit line of up to 1.5 billion yuan [31] Group 10 - Guoxing Optoelectronics plans to distribute a cash dividend of 0.5 yuan per 10 shares [32] - Guangxun Technology plans to distribute a cash dividend of 2.6 yuan per 10 shares [33] - Hanrui Cobalt plans to distribute a cash dividend of 1.5 yuan per 10 shares [35] Group 11 - Tigermed plans to distribute a cash dividend of 3 yuan per 10 shares [37] - Shenliang Holdings plans to distribute a cash dividend of 1.5 yuan per 10 shares [38] - Yishitong plans to distribute a cash dividend of 1 yuan per 10 shares [39]
A股、港股生物医药板块再度大涨,创新药ETF天弘(517380)涨超4%,机构:建议加配医药板块
Group 1 - The A-share and Hong Kong stock markets' biopharmaceutical sector experienced significant gains, with the Hang Seng Shanghai-Shenzhen-Hong Kong Innovative Drug Select 50 Index rising by 3.74% [1] - Key stocks in the index included King’s Ray Biotechnology, which surged over 16%, and Innovent Biologics, which increased by over 14% [1] - The Tianhong Innovative Drug ETF (517380) also saw a rise of over 4%, with a trading volume of 16.337 million yuan and a real-time premium rate of 0.01% [1] Group 2 - The Guozheng Biopharmaceutical Index (399441.SZ) rose by 2.05%, with notable increases in stocks such as Diligent Pharma-U and Kangtai Biological, both rising over 6% [2] - The biopharmaceutical ETF (159859) tracking this index increased by 1.91%, with a trading volume of 89.9998 million yuan, making it the largest product in its category [2] - The recent performance of the pharmaceutical sector was attributed to a partnership between BioNTech and BMS, which involved a $1.5 billion upfront payment, boosting investment enthusiasm in innovative drugs [2]
涨超1.4%,创业板50ETF华夏(159367)近1周涨幅排名可比基金头部
Sou Hu Cai Jing· 2025-06-09 02:53
Core Viewpoint - The ChiNext 50 Index is experiencing a strong upward trend, with significant gains in constituent stocks, indicating a positive market sentiment towards growth-oriented companies in the ChiNext sector [2][3]. Group 1: Index Performance - As of June 9, 2025, the ChiNext 50 Index (399673) rose by 1.41%, with notable increases in stocks such as Tianfu Communication (300394) up 7.03% and Tiger Medical (300347) up 5.68% [2]. - The ChiNext 50 ETF (159367) also saw a rise of 1.47%, with a latest price of 0.97 yuan, and a cumulative increase of 2.26% over the past week [2]. Group 2: Trading and Liquidity - The ChiNext 50 ETF recorded a turnover rate of 0.59% during the trading session, with a transaction volume of 24.10 thousand yuan [2]. - Over the past year, the average daily trading volume for the ChiNext 50 ETF was 538.65 thousand yuan [2]. Group 3: Return and Drawdown - Since its inception, the ChiNext 50 ETF has achieved a maximum monthly return of 3.14%, with an average monthly return of 1.79% during rising months [2]. - The relative drawdown since inception is 1.34% compared to its benchmark [2]. Group 4: Fee Structure - The management fee for the ChiNext 50 ETF is 0.15%, and the custody fee is 0.05%, which are among the lowest in comparable funds [2]. Group 5: Valuation Metrics - The ChiNext 50 Index is currently valued at a historical low with a price-to-book (PB) ratio of 4.21, which is below 81.19% of the time over the past five years, indicating attractive valuation [3]. - The index comprises 50 stocks with high liquidity and market capitalization, reflecting the overall performance of well-known companies in the ChiNext market [3]. Group 6: Top Holdings - As of May 30, 2025, the top ten weighted stocks in the ChiNext 50 Index account for 65.6% of the index, including Ningde Times (300750) at 24.47% and Dongfang Wealth (300059) at 10.62% [3][5].
创新药ETF天弘(517380)涨超3.7%,暂居全市场ETF涨幅榜前三,机构:长线看好创新药出海方向
Group 1 - The A-share and Hong Kong stock markets' innovative drug sector showed strong performance, with the Hang Seng-Hushen-Hong Kong Innovative Drug Selected 50 Index continuing to rise [1] - The Tianhong Innovative Drug ETF (517380) increased by 3.74%, ranking among the top three in the overall market and first in the industry ETF performance [1] - Key stocks in the ETF included Genscript Biotech, which rose over 11%, and Huyou Pharmaceutical-W, which increased over 9% [1] Group 2 - China Galaxy Securities noted that the pharmaceutical sector has undergone a prolonged adjustment, resulting in low overall valuations and underweight public holdings [1] - The policy support for commercial insurance development is expected to lead to marginal improvements in the payment side by 2025, benefiting innovative drugs and medical devices [1] - The innovative drug industry is anticipated to experience sustained recovery and structural opportunities, with a positive outlook for the innovative drug supply chain's performance this year [1] Group 3 - Century Securities highlighted significant developments in the innovative drug sector, particularly the $9 billion collaboration between Bristol-Myers Squibb and BioNTech for the PD-L1/VEGF dual antibody BNT327 [2] - Following the head-to-head success of Kangfang's Ivosidenib against Keytruda, multinational corporations are increasingly investing in the PD-L1/VEGF dual antibody direction [2] - The recent ASCO conference showcased advancements in dual antibodies and ADCs, with domestic innovative drug companies demonstrating enhanced global competitiveness and a promising outlook for international expansion [2]
A500指数ETF(159351)冲击4连涨,近2周新增规模同类第一,成分股中航沈飞10cm涨停
Sou Hu Cai Jing· 2025-06-09 02:37
Group 1 - The A500 Index ETF has shown significant liquidity with an intraday turnover of 3.85% and a transaction volume of 569 million yuan, ranking first among comparable funds in terms of average daily trading volume over the past week at 2.824 billion yuan [3] - The A500 Index ETF has experienced a notable growth in scale, increasing by 163 million yuan over the past two weeks, also ranking first among comparable funds [3] - In terms of share growth, the A500 Index ETF has added 27.6 million shares in the past month, ranking third among comparable funds [3] Group 2 - Over the past nine trading days, the A500 Index ETF has seen net inflows of funds on six occasions, totaling 219 million yuan [3] - As of May 30, 2025, the top ten weighted stocks in the CSI A500 Index include Kweichow Moutai, CATL, Ping An Insurance, and others, collectively accounting for 21.21% of the index [3] - According to CICC's outlook for the second half of 2025, the Chinese economy has shown signs of improvement, but external uncertainties are rising, leading to high-frequency fluctuations in the A-share market [3] Group 3 - The current characteristics of the A-share market align with previous assessments, indicating that bottoming may have occurred in early April, with a focus on structural and rhythm changes in the second half of the year [4] - Investors without stock accounts can access the A500 ETF linked fund (022454) for exposure to the top 500 A-share companies [4]
港股生物医药股盘中震荡上升 金斯瑞生物涨超10%
news flash· 2025-06-09 02:11
无需港股通,A股账户就能T+0买港股>> 港股生物医药股盘中震荡上升,金斯瑞生物涨超10%,诺诚健华涨超9%,泰格医药(300347)涨超 6%,君实生物涨超5%,药明生物涨超4%。 ...
港股生物医药股盘中震荡上升,金斯瑞生物(01548.HK)涨超10.5%,诺诚健华(09969.HK)涨超9.5%,泰格医药(03347.HK)涨超6.5%,君实生物(01877.HK)涨超5.5%,药明生物(02269.HK)涨超4%。
news flash· 2025-06-09 02:08
港股生物医药股盘中震荡上升,金斯瑞生物(01548.HK)涨超10.5%,诺诚健华(09969.HK)涨超9.5%,泰 格医药(03347.HK)涨超6.5%,君实生物(01877.HK)涨超5.5%,药明生物(02269.HK)涨超4%。 ...
206只港股获南向资金大比例持有
Sou Hu Cai Jing· 2025-06-09 01:40
Group 1 - The overall shareholding ratio of southbound funds in Hong Kong Stock Connect stocks is 17.33%, with 206 stocks having a shareholding ratio exceeding 20% [1] - As of June 6, southbound funds held a total of 4,353.69 million shares, accounting for 13.21% of the total market value of the stocks [1] - The highest shareholding ratio by southbound funds is in China Telecom, with 74.53% of its issued shares held, followed by Tigermed and Kaisa New Energy at 69.89% and 67.27% respectively [1] Group 2 - Southbound funds with a shareholding ratio exceeding 20% are mainly concentrated in the healthcare, industrial, and financial sectors, with 40, 31, and 29 stocks respectively [2] - The top stocks by shareholding ratio include China Telecom (74.53%), Tigermed (69.89%), and Kaisa New Energy (67.27%), among others [2][3] - A significant portion of the stocks with high southbound fund ownership are AH concept stocks, with 119 out of 206 stocks (57.77%) having a shareholding ratio over 20% [1]
泰格医药: 2024年度权益分派实施公告
Zheng Quan Zhi Xing· 2025-06-08 08:07
证券代码:300347 证券简称:泰格医药 公告编码(2025)029 号 杭州泰格医药科技股份有限公司 公司及董事会全体成员保证公告内容的真实、准确和完整,对公告的虚假记载、误导性陈述或 者重大遗漏负连带责任。 特别提示: )于2025年5月30日召开的 ,现将公司A股 权益分派事宜公告如下,H股股东的权益分派实施情况不适用本公告,H股股东的权益分 派安排请参见公司于香港联合交易所有限公司及公司网站发布的相关公告。 有参与利润分配的权利。因此,公司享有利润分配权的股份总额为总股本扣除本公司回 购专用证券账户持有的股份数量。 股份5,883,780股,公司未进行H股股份回购。 】 按照分配比例不变的原则,调整后的2024 年度A股权益分派方案如下:以本公告日A股总股本737,901,250股扣减公司回购专户持有 股份5,883,780股后可参与分配的A股总股数732,017,470股为基数,向全体股东每10股派 发现金股利3.000000元(含税) ,共计派发现金红利219,605,241.00元(含税) 。剩余未分 配利润,结转以后年度分配;公司不以资本公积金向全体股东转增股本。 现金分红总额÷总股本(含公 ...