Core Viewpoint - The concept of generic drug consistency evaluation has seen a rise of 2.73%, ranking fifth among concept sectors, with significant inflows of capital into various stocks within this sector [1][2]. Group 1: Market Performance - As of July 1, the generic drug consistency evaluation concept experienced a 2.73% increase, with 120 stocks rising, including top performers like Fengyuan Pharmaceutical, Guizhou Bailing, and Anglikang, which hit the daily limit [1]. - The leading gainers in this sector included Yuekang Pharmaceutical (up 15.55%), Yipinhong (up 14.72%), and Hongri Pharmaceutical (up 8.13%) [1][2]. - Conversely, the stocks with the largest declines were Yiming Pharmaceutical, Yongtai Technology, and *ST Suwu, which fell by 2.16%, 1.71%, and 0.79% respectively [1]. Group 2: Capital Inflows - The generic drug consistency evaluation sector attracted a net inflow of 829 million yuan, with 74 stocks receiving capital inflows, and 13 stocks seeing over 50 million yuan in net inflows [2]. - The stock with the highest net inflow was Yipinhong, which saw 168 million yuan, followed by Guizhou Bailing and Huahai Pharmaceutical with net inflows of 158 million yuan and 135 million yuan respectively [2][3]. - The top three stocks by net inflow ratio were Fengyuan Pharmaceutical (24.78%), Guizhou Bailing (17.80%), and Huahai Pharmaceutical (14.87%) [3]. Group 3: Stock Performance Metrics - Yipinhong had a daily increase of 14.72% with a turnover rate of 5.65% and a net capital flow of approximately 168 million yuan [3]. - Guizhou Bailing increased by 10.04% with a turnover rate of 13.11% and a net capital flow of about 158 million yuan [3]. - Huahai Pharmaceutical rose by 5.74% with a turnover rate of 3.26% and a net capital flow of around 135 million yuan [3].

Group 1 - A-shares showed mixed performance in early trading on July 1, with the innovative drug sector leading in gains [1] - A500 ETF by Jiashi (159351) experienced a net inflow of over 10.5 billion yuan yesterday, accumulating over 20 billion yuan in the last two trading days, ranking first among similar products [1] - The A500 ETF has seen its share increase by 48.12 billion yuan year-to-date, also ranking first among similar products [1] Group 2 - The two departments issued measures to support the high-quality development of innovative drugs, emphasizing the use of medical insurance data for drug research and development [2] - East China Securities views innovative drugs as a core investment theme, suggesting to focus on "innovative drugs +" and companies with strong alpha in other sub-industries [2] - Global pharmaceutical investment and financing are recovering, positively impacting the CXO and upstream life sciences sectors, leading to an upward trend in orders and financial reports [2] Group 3 - Bohai Securities reported that all major indices were raised last week, with the ETF market seeing a net inflow of 13.94 billion yuan [3] - The average daily trading volume of the ETF market reached 3,113.22 billion yuan, with a daily turnover rate of 9.64% [3] - The CSI A500 index saw a significant inflow of over 7 billion yuan, with the banking, Hong Kong non-bank, and innovative drug sectors favored by investors [3]

Core Points - Zhejiang Huahai Pharmaceutical Co., Ltd. has received the drug registration certificate for Nimodipine Tablets from the National Medical Products Administration, indicating compliance with drug registration requirements [1][4] - Nimodipine Tablets are indicated for improving low motivation due to sequelae of cerebral infarction and are particularly effective in early treatment of vascular dementia [2] - The company has invested approximately RMB 8.99 million in the research and development of Nimodipine Tablets [3] Drug Information - Drug Name: Nimodipine Tablets - Dosage Forms: Tablets - Specifications: 5mg, 10mg - Registration Category: Class 3 Chemical Drug - Approval Numbers: National Drug Approval Code H20254671, H20254672 [1][2] Market Impact - The approval of Nimodipine Tablets enhances the company's product line and market competitiveness, contributing positively to its business development [4] - The domestic market sales for Nimodipine Tablets are projected to be approximately RMB 555 million in 2024 [2]

| 股票简称：华海药业 | 股票代码：600521 | 公告编号：临 | 号 2025-077 | | --- | --- | --- | --- | | 债券简称：华海转债 | 债券代码：110076 | | | 浙江华海药业股份有限公司 注册分类：化学药品 3 类 申请人：浙江华海药业股份有限公司 关于获得药品注册证书的公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述 或者重大遗漏，并对其内容的真实性、准确性和完整性承担个别及连带责任。 浙江华海药业股份有限公司（以下简称"公司"）于近日收到国家药品监督管 理局（以下简称"国家药监局"）核准签发的尼麦角林片的《药品注册证书》，现将 相关情况公告如下： 一、药品的基本情况 药品名称：尼麦角林片 剂型：片剂 规格：5mg、10mg 申请事项：药品注册（境内生产） 四、风险提示 公司高度重视药品研发，严格控制药品研发、生产、销售环节的质量和安全。 但产品的生产和销售容易受国家政策、市场环境等不确定因素的影响，敬请广大投 资者谨慎决策，注意防范投资风险。 药品批准文号：国药准字 H20254671、国药准字 H20254672 审批结论：根 ...

投资思路上，沿产业趋势方向寻找可能出海的标的，产业趋势与创新药几大主线有：1)新一代免疫疗 法：康方生物、三生制药、信达生物、华海药业、君实生物、宜明昂科等;2)ADC：科伦博泰、百利天 恒、复宏汉霖、映恩生物、迈威生物、恒瑞医药等;3)TCE双抗：泽璟制药等;4)慢病重大突破：GLP-1产 业链(信达生物、博瑞医药、华东医药、来凯医药、众生药业等)，信立泰、一品红、云顶新耀、益方生 物、舒泰神等。 创新及药品产业链 CXO板块经历投融资冰点和bio-secure事件后更加凸显竞争力，关注：1)药明生物、药明康德、药明合 联、康龙化成等龙头公司在手订单持续稳健增长;2)多肽、ADC、小核酸等第二、三增长曲线布局带来 机会;3)昭衍新药等基本面改善，后续有催化。原料药供给端出清仍在持续，下半年建议关注新产品、 新业务放量带动边际利润率改善的公司，如天宇股份、司太立、同和药业、国邦医药等;以及有创新药 催化的华海药业、博瑞医药等公司。上游产业链：仍看好上游出海趋势，国内市场价格竞争压力减缓， 国产替代趋势持续，业绩表现有望逐步回暖，关注百普赛斯、毕得医药等。 智通财经APP获悉，招商证券发布研报称，看好医药板块2 ...

Group 1 - The company's main credit rating remains "AA" with a stable outlook [1] - The tracking credit rating for the "Huahai Convertible Bond" is also maintained at "AA" [1] - The rating was conducted by Shanghai New Century Credit Rating Investment Service Co., Ltd. based on a comprehensive analysis of the company's industry and operational status [1] Group 2 - The previous credit rating results for the company and the convertible bond were both "AA" as of June 28, 2024 [1] - The announcement is made in accordance with the relevant regulations of the Securities Issuance Registration Management Measures and the Shanghai Stock Exchange Listing Rules [1] - The announcement was issued by the Board of Directors of Zhejiang Huahai Pharmaceutical Co., Ltd. on June 27, 2025 [2]

| | | 根据《上市公司证券发行注册管理办法》和《上海证券交易所股票上市规则》等 有关规定，浙江华海药业股份有限公司（以下简称"公司"）委托信用评级机构上海 新世纪资信评估投资服务有限公司（以下简称"新世纪评估"）对公司于 2020 年 11 月 2 日公开发行的可转换公司债券（转债简称"华海转债"）进行了跟踪评级。 公司前次主体信用评级结果为"AA"，"华海转债"前次评级结果为"AA "， 评级机构为新世纪评估，评级时间为 2024 年 6 月 28 日。 新世纪评估在对公司所属行业及经营状况等进行综合分析与评估的基础上，于 2025 年 6 月 26 日出具了《2020 年浙江华海药业股份有限公司公开发行可转换公司债 券定期跟踪评级报告》【新世纪跟踪（2025）100187】，维持公司"AA"的主体信用等 级，评级展望维持"稳定"，同时维持"华海转债"跟踪信用等级"AA"。 特此公告。 浙江华海药业股份有限公司 董 事 会 股票简称：华海药业 股票代码：600521 公告编号：临 2025-076 号 浙江华海药业股份有限公司 关于"华海转债"2025 年跟踪评级结果的公告 本公司董事会及全体董事保证本 ...

内部编号:2025060255 2020 年浙江华海药业股份有限公司 公开发行可转换公司债券 定期跟踪评级报告 项目负责人: 王婷亚 翁斯詰 子的女 wty@shxsj.com ch = $11 1 6-5 wsz@shxsj.com 项目组成员: 张明海 Press 16.1 评级总监: 联系电话:(021)63501349 联系地址:上海市黄浦区汉口路 398 号华盛大厦 14 层 公司网站：www.shxsj.com 上海新世纪资信评估投资服务有限公司 Shanghai Brilliance Credit Rating & Investors Service Co., Ltd. 11 | | 跟踪评级概要 | | --- | --- | | 编号:【新世纪跟踪(2025)100187】 | | | 评级对象: | 2020年浙江华海药业股份有限公司公 | | | 华海转债 | | | 主体/展望/债项/评级时间 | | 本次跟踪: | AA/稳定/AA/2025年6月26日 | | 前次跟踪: | AA/稳定/AA/2024 年 6 月 28 日 | | 首次评级: | AA/稳定/AA/2020年6月 ...

Market Performance - The cell immunotherapy sector declined by 1.41%, ranking among the top losers in the concept sector as of the market close on June 26 [1] - Notable declines were observed in companies such as Rongchang Biologics, Yuyuan Pharmaceutical, and Huahai Pharmaceutical, while ST Xiangxue, Shutai Shen, and Tailin Biologics saw gains of 4.19%, 1.71%, and 1.42% respectively [1] Capital Flow - The cell immunotherapy sector experienced a net outflow of 796 million yuan, with 43 stocks facing net outflows, and 5 stocks seeing outflows exceeding 50 million yuan [1] - Rongchang Biologics led the outflow with 110 million yuan, followed by Hengrui Medicine, Huahai Pharmaceutical, and Yuyuan Pharmaceutical with outflows of 104 million yuan, 75 million yuan, and 70 million yuan respectively [1] Top Gainers and Losers - The top gainers in the cell immunotherapy sector included ST Xiangxue, Shutai Shen, and Tailin Biologics, while the largest losers were Rongchang Biologics, Hengrui Medicine, and Huahai Pharmaceutical [1][3] - The trading volume for Rongchang Biologics was notably high, with a turnover rate of 14.96% and a significant drop of 18.36% in stock price [2][3]

Group 1 - The company announced a cash dividend of 0.25 yuan per share (including tax) to all shareholders based on the total share capital after deducting shares held in the repurchase account [1][3] - The company will stop the conversion of its convertible bonds ("华海转债") from July 1, 2025, until the record date for the dividend distribution, with resumption of conversion on the first trading day after the record date [1][3] - The company will adjust the conversion price of the convertible bonds according to the terms outlined in the bond issuance prospectus after the implementation of the profit distribution plan [3] Group 2 - The company held its annual general meeting on May 23, 2025, where the profit distribution plan was approved [1][2] - The company will publish the implementation announcement of the profit distribution and the adjustment of the convertible bond conversion price on July 2, 2025 [3] - Shareholders wishing to enjoy the dividend distribution must convert their bonds by June 30, 2025 [3]