证券代码：300765 证券简称：新诺威 公告编号：2025-052 石药创新制药股份有限公司 关于使用部分闲置募集资金进行现金管理的进展公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚 假记载、误导性陈述或重大遗漏。 石药创新制药股份有限公司（以下简称"公司"）于 2025 年 3 月 19 日召开第 六届董事会第二十二次会议、第六届监事会第十七次会议，于 2025 年 4 月 15 日 召开 2024 年年度股东大会，会议审议并通过了《关于使用部分闲置募集资金及 自有资金进行现金管理的议案》。在不影响募集资金投资项目建设和公司正常经 营的情况下，公司及子公司使用不超过人民币 8.00 亿元（含本数）额度的闲置募 集资金及不超过人民币 8.00 亿元（含本数）的自有资金进行现金管理，投资安全 性高、流动性好的保本型产品（包括结构性存款、大额存单等），使用期限自股 东大会审议通过之日起 12 个月内有效。在上述额度及决议有效期内，业务可循 环滚动开展。具体内容详见巨潮资讯网（http://www.cninfo.com.cn）披露的《关 于使用部分闲置募集资金及自有资金进行现金管理的公告》 ...

Group 1 - The core viewpoint of the news is the performance and holdings of the Zhongyin Innovation Medical Mixed A fund, which has shown a recent net value increase of 2.02% and a year-to-date return of 39.18% [1] - The fund's recent performance includes a one-month return of -0.39%, a six-month return of 25.97%, and a year-to-date return ranking of 40 out of 4544 in its category [1] - The top ten stock holdings of the fund account for a total of 70.44%, with significant positions in companies such as Kelun-Botai (9.77%), Hengrui Medicine (9.39%), and Innovent Biologics (8.54%) [1] Group 2 - The Zhongyin Innovation Medical Mixed A fund was established on November 13, 2019, and as of March 31, 2025, it has a total scale of 2.613 billion yuan [1] - The fund manager, Zheng Ning, has a background in asset management and has held various positions in the industry, including roles at Taikang Asset Management and Zhonggeng Fund Management [2] - Zheng Ning has been managing the Zhongyin Innovation Medical Mixed A fund since July 1, 2022, and has also taken on management roles for other funds within the Zhongyin family [2]

Core Viewpoint - The article emphasizes the importance of identifying funds with strong underlying securities to find those with significant upward momentum and elasticity in the current market [2]. Group 1: Fund Performance and Stock Selection - As of the end of Q1, a total of 13,221 funds held 2,759 A-shares, with 1,347 stocks being increased and 714 stocks being reduced in holdings during the quarter. The average performance of increased stocks was 1.29%, while reduced stocks saw an average decline of 1.42% [3]. - A total of 60 strong stocks were identified based on specific criteria, with the top three performers since the end of Q1 being Yipin Hong (医药股一品红), Jinbo Biological (锦波生物), and Shijia Photon (仕佳光子), with respective increases of 26.33%, 24.20%, and 69.99% [4][5]. Group 2: Fund Characteristics and Selection Criteria - The selection criteria for strong stocks included an increase in holdings, being held by three or more funds, a total market value exceeding 10 million, and a price increase of over 20% since the end of Q1 [4]. - Among the identified strong stocks, the most held was Chifeng Gold (赤峰黄金), with 402 funds holding a total market value of 6.838 billion yuan, reflecting an increase of 8.59% in holdings [5][6]. Group 3: Fund Types and Performance - The analysis revealed that 39 funds held three or more strong stocks, with 9 of these funds showing a strong potential for upward movement and yield elasticity [8]. - The 9 selected funds achieved positive returns since the end of Q1, indicating the effectiveness of the selection criteria [8]. Group 4: Notable Fund Performances - The "Huitianfu North Exchange Innovation Selected Two-Year Open Mixed A" fund, managed by Ma Xiang and Ma Lei, achieved a return of 29.97% since the end of Q1, significantly outperforming its benchmark [11]. - The "Qianhai United Swimming Wave Mixed A" fund, managed by Wang Jing, realized a return of 13.80%, also surpassing its benchmark [11].

Group 1 - The core point of the article highlights the performance and holdings of the Guangfa Healthcare Stock A fund, which has a recent net value of 1.7952 yuan, reflecting a decline of 1.28% [1] - The fund's performance over the past month shows a return of 1.70%, ranking 419 out of 940 in its category; over the past six months, it has achieved a return of 8.97%, ranking 232 out of 914; and since the beginning of the year, it has returned 11.06%, ranking 118 out of 926 [1] - The top ten holdings of the Guangfa Healthcare Stock A fund account for a total of 48.15%, with significant positions in companies such as Zai Lab (10.52%), Kelun Pharmaceutical (8.39%), and others [1] Group 2 - Guangfa Healthcare Stock A fund was established on August 10, 2017, and as of March 31, 2025, it has a total scale of 5.237 billion yuan, managed by fund manager Wu Xingwu [1] - Wu Xingwu has extensive experience in the investment management field, having held various positions in Guangfa Fund Management and previously at Morgan Stanley Huaxin Fund Management [2]

Core Viewpoint - The report highlights the performance and holdings of the Huatai-PineBridge Medical Services Flexible Allocation Mixed Fund A, indicating a recent decline in net value but strong returns over various time frames [1]. Fund Performance - The latest net value of the fund is 1.5670 yuan, reflecting a decrease of 1.94% - Over the past month, the fund achieved a return of 3.91%, ranking 171 out of 1959 in its category - In the last three months, the fund's return was 22.33%, ranking 5 out of 1950 - Year-to-date, the fund has returned 30.15%, ranking 17 out of 1943 [1]. Fund Holdings - The top ten stock holdings of the fund account for a total of 64.17%, with the following allocations: - Heng Rui Medicine: 10.23% - Kelun Pharmaceutical: 9.09% - Baile Tianheng: 8.94% - Haizike: 8.27% - Xinlitai: 6.66% - Zai Jian Pharmaceutical-U: 6.10% - Xin Nuo Wei: 4.69% - Rongchang Biotechnology: 3.49% - Nuocheng Jianhua-U: 3.35% - Microelectrophysiology: 3.35% [1]. Fund Background - The Huatai-PineBridge Medical Services Flexible Allocation Mixed Fund A was established on June 18, 2015, and as of March 31, 2025, it has a total scale of 4.408 billion yuan - The fund manager is Zhang Wei, who has extensive experience in the pharmaceutical sector [1][2].

Group 1 - The core point of the article highlights the performance of the Zhongyin Innovation Medical Mixed Fund C, which has a latest net value of 1.6494 yuan, reflecting a decrease of 2.04% [1] - The fund's performance over the past month shows a return of -0.28%, ranking 3221 out of 3909 in its category; over the past six months, it has achieved a return of 25.90%, ranking 82 out of 3796; and since the beginning of the year, it has returned 39.14%, ranking 35 out of 3832 [1] - The top ten stock holdings of the fund account for a total of 70.44%, with significant positions in companies such as Kelun-Botai (9.77%), Hengrui Medicine (9.39%), and Innovent Biologics (8.54%) [1] Group 2 - The Zhongyin Innovation Medical Mixed Fund C was established on October 30, 2020, and as of March 31, 2025, it has a total scale of 1.454 billion yuan [1] - The fund manager, Zheng Ning, has a background in asset management and has held various positions in the industry, including roles at Taikang Asset Management and Zhonggeng Fund Management [2] - Zheng Ning has been managing the Zhongyin Innovation Medical Mixed Fund C since July 1, 2022, and has also taken on management roles for other funds within the company [2]

Group 1 - The core point of the article highlights the performance and holdings of the Industrial Bank's Frontier Medical Stock A fund, which has a recent net value of 2.9540 yuan, reflecting a decline of 1.86% [1] - The fund's one-month return is 4.79%, ranking 62 out of 864 in its category; the three-month return is 9.08%, ranking 51 out of 853; and the year-to-date return is 12.28%, ranking 93 out of 850 [1] - The top ten holdings of the fund account for a total of 59.05%, with significant positions in companies such as Heng Rui Pharmaceutical (10.11%), Kelun Pharmaceutical (8.01%), and WuXi AppTec (7.72%) [1] Group 2 - The Industrial Bank's Frontier Medical Stock A fund was established on February 3, 2016, and as of March 31, 2025, it has a total scale of 9.081 billion yuan [1] - Zhao Bei serves as the fund manager and has extensive experience in the healthcare sector, having held various positions since joining Industrial Bank in 2010 [2]

Core Viewpoint - The article discusses the performance and holdings of the Industrial and Commercial Bank of China Medical Healthcare Stock Fund, highlighting its recent net value, returns, and top holdings [1]. Fund Performance - The latest net value of the ICBC Medical Healthcare Stock Fund is 2.5580 yuan, reflecting a decrease of 1.16% - The fund's return over the past month is 3.52%, ranking 172 out of 940 in its category - Over the last six months, the return is 9.79%, with a ranking of 202 out of 914 - Year-to-date, the return stands at 12.24%, ranking 98 out of 926 [1]. Fund Holdings - The top ten holdings of the ICBC Medical Healthcare Stock Fund account for a total of 39.79%, with the following key positions: - Heng Rui Medicine: 8.90% - WuXi AppTec: 5.12% - Aier Eye Hospital: 4.94% - BeiGene: 3.77% - Zai Lab: 3.52% - New Horizon Health: 3.27% - Mindray Medical: 2.80% - Yuwell Medical: 2.76% - United Imaging Healthcare: 2.47% - Innovent Biologics: 2.24% [1]. Fund Management - The ICBC Medical Healthcare Stock Fund was established on November 18, 2014, and as of March 31, 2025, it has a total scale of 2.724 billion yuan - The fund is managed by Zhao Bei and Ding Yang, both of whom have extensive experience in the healthcare sector [1][2].

Group 1 - The core point of the article highlights the performance and holdings of the Fuqua Precision Medical Mixed A fund, which has shown a recent decline in net value but strong returns over various time frames [1] - As of May 26, 2025, the latest net value of the fund is 2.8398 yuan, reflecting a decrease of 1.76%. The fund's one-month return is 1.98%, six-month return is 20.94%, and year-to-date return is 27.44% [1] - The fund's top ten stock holdings account for a total of 69.71%, with significant positions in companies such as Baillie Gifford (9.66%), Haisco (9.65%), and Kelun Pharmaceutical (9.10%) [1] Group 2 - The Fuqua Precision Medical Mixed A fund was established on November 16, 2017, and as of March 31, 2025, it has a total scale of 3.746 billion yuan [1] - The fund manager, Zhao Wei, has extensive experience in the pharmaceutical and investment sectors, having held various positions in companies such as GlaxoSmithKline and China Merchants Fund Management [2]

以下文章来源于公募排排网 ，作者日月辉 公募排排网 . 这是一个每天都在想尽办法为你找到好基金的良心公众号。 本文首发于公众号"公募排排网"。 （点击↑↑ 上图查看详情 ） 创新药领衔医药板块 今年以来， 除了DeepSeek、机器人相关的科技板块走出了明显的大涨行情， 创新药领衔医药板块也悄悄走出了一轮结构性行情。 自2021年2 月的最高点以来，医药板块已经连续下跌了4年，调整幅度、时长均为历史之最。 公募排排网根据Choice整理的数据显示，截至今年5月23日，港股、A股5大主要医药医疗指数（ 中证医药、全指医药、医药 100、恒生医疗保 健、恒生港股通医疗保健指数 ）今年以来均实现上涨，其中 恒生医疗保健、恒生港股通医疗保健指数均涨超 30%。 然而，从估值来看，港股、A股5大主要医药医疗指数的 市盈率（ TTM，剔除负值，下同）百分位在6%-13%的区间内，这意味着它们的估值 仍然低于历史上超过80%的时间 。 其中，港股主要指数市盈率百分位不足10%，相对于A股市场主要指数更低。 首次 实现盈利 ，百济神州、诺诚健华等个股 亏损收窄 。 此外，今年以来，以 DeepSeek 为代表的人工智能技术取 ...