机构持仓方面，截止2025年6月30日，华润三九十大流通股东中，香港中央结算有限公司位居第二大流 通股东，持股4361.40万股，相比上期增加705.16万股。华泰柏瑞沪深300ETF（510300）位居第四大流 通股东，持股1193.47万股，相比上期增加356.72万股。易方达沪深300医药ETF（512010）位居第五大 流通股东，持股1096.93万股，相比上期增加185.89万股。易方达沪深300ETF（510310）位居第七大流 通股东，持股848.71万股，相比上期增加261.73万股。中欧医疗健康混合A（003095）退出十大流通股 东之列。 华润三九所属申万行业为：医药生物-中药Ⅱ-中药Ⅲ。所属概念板块包括：维生素、禽流感药物、医药 电商、抗流感、化妆品等。 截至9月20日，华润三九股东户数10.04万，较上期增加6.25%；人均流通股16561股，较上期减少 5.88%。2025年1月-6月，华润三九实现营业收入148.10亿元，同比增长4.99%；归母净利润18.15亿元， 同比减少24.31%。 分红方面，华润三九A股上市后累计派现100.69亿元。近三年，累计派现49.15亿元。 1 ...

责任编辑：小浪快报 马应龙所属申万行业为：医药生物-中药Ⅱ-中药Ⅲ。所属概念板块包括：基因测序、医药电商、中药、 化妆品、民营医院等。 截至6月30日，马应龙股东户数3.11万，较上期减少23.07%；人均流通股13825股，较上期增加29.98%。 2025年1月-6月，马应龙实现营业收入19.49亿元，同比增长1.11%；归母净利润3.43亿元，同比增长 10.04%。 分红方面，马应龙A股上市后累计派现16.33亿元。近三年，累计派现5.91亿元。 机构持仓方面，截止2025年6月30日，马应龙十大流通股东中，香港中央结算有限公司位居第三大流通 股东，持股1239.12万股，相比上期增加13.24万股。交银新生活力灵活配置混合A（519772）位居第四 大流通股东，持股938.93万股，相比上期减少86.06万股。富国天惠成长混合(LOF)A/B（161005）位居 第五大流通股东，持股800.97万股，为新进股东。汇添富医药保健混合（470006）位居第九大流通股 东，持股448.64万股，为新进股东。交银新成长混合（519736）位居第十大流通股东，持股428.16万 股，相比上期减少88.39万股 ...

华熙生物（688363）2025 年中报点评 推荐（维持） 仍处系统性调整阶段，利润端初见成效 事项： 华熙生物业绩一览：25H1 收入同比-19.57%，归母净利润同比-35.38%，其中 Q2 业绩现拐点，归母净利润同比转正。1）25H1：收入 22.61 亿（同比-19.57%， 下同），归母净利润 2.21 亿（-35.38%），扣非归母净利润 1.74 亿（-45.00%）。 2）25Q2：收入 11.83 亿（-18.44%），归母净利润 1.19 亿（+20.89%），扣非 归母净利润 0.92 亿（+8.75%）。 评论： 风险提示：市场竞争加剧、新品推广不及预期、医疗器械拿证不及预期等。 [ReportFinancialIndex] 主要财务指标 | | 2024A | 2025E | 2026E | 2027E | | --- | --- | --- | --- | --- | | 营业总收入(百万) | 5,371 | 4,959 | 5,461 | 6,254 | | 同比增速(%) | -11.6% | -7.7% | 10.1% | 14.5% | | 归母净利润(百万) | 17 ...

资金流向方面，主力资金净流入1516.41万元，特大单买入1892.06万元，占比16.07%，卖出119.71万 元，占比1.02%；大单买入2560.02万元，占比21.75%，卖出2815.97万元，占比23.92%。 马应龙今年以来股价涨5.85%，近5个交易日涨0.37%，近20日涨1.24%，近60日涨0.33%。 资料显示，马应龙药业集团股份有限公司位于湖北省武汉市武昌南湖周家湾100号，成立日期1994年5月 9日，上市日期2004年5月17日，公司主营业务涉及药品制造、医药零售及批发以及医疗服务等。主营业 务收入构成为：治痔类45.53%，零售、批发34.93%，其他16.43%，医院诊疗3.11%。 马应龙所属申万行业为：医药生物-中药Ⅱ-中药Ⅲ。所属概念板块包括：基因测序、医药电商、中药、 化妆品、民营医院等。 10月9日，马应龙盘中上涨2.00%，截至11:20，报26.98元/股，成交1.18亿元，换手率1.02%，总市值 116.30亿元。 截至6月30日，马应龙股东户数3.11万，较上期减少23.07%；人均流通股13825股，较上期增加29.98%。 2025年1月-6月，马应 ...

Company Overview - Angel Yeast Co., Ltd. is located at 168 Chengdong Avenue, Yichang City, Hubei Province, established on March 25, 1998, and listed on August 18, 2000. The company primarily engages in the development, production, and operation of yeast, yeast derivatives, and related biological products [1] - The main business revenue composition includes yeast and related industries at 90.62%, other at 7.89%, and packaging materials at 4.07% [1] Financial Performance - For the first half of 2025, Angel Yeast achieved operating revenue of 7.899 billion yuan, a year-on-year increase of 10.10%, and a net profit attributable to shareholders of 799 million yuan, a year-on-year increase of 15.66% [2] - Since its A-share listing, Angel Yeast has distributed a total of 3.961 billion yuan in dividends, with 1.341 billion yuan distributed in the last three years [3] Stock Market Activity - As of September 29, Angel Yeast's stock price was 39.70 yuan per share, with a market capitalization of 34.462 billion yuan. The stock has increased by 11.83% year-to-date [1] - The stock experienced a net outflow of 10.036 million yuan in principal funds, with significant selling pressure observed [1] - The company has appeared on the "Dragon and Tiger List" once this year, with the last occurrence on March 5, where it recorded a net buy of -136 million yuan [1] Shareholder Information - As of June 30, 2025, the number of shareholders was 63,900, a decrease of 5.74% from the previous period, with an average of 13,411 circulating shares per person, an increase of 6.42% [2] - Major shareholders include Hong Kong Central Clearing Limited as the second-largest shareholder with 36.9082 million shares, and Southern CSI 500 ETF as the fifth-largest shareholder with 9.0213 million shares [3]

Core Viewpoint - Aimeike's stock price has shown fluctuations with a recent increase of 2.01%, while the company faces a decline in revenue and profit for the first half of 2025 compared to the previous year [1][2]. Financial Performance - As of September 19, 2025, Aimeike reported a revenue of 1.299 billion yuan, a year-on-year decrease of 21.59%, and a net profit attributable to shareholders of 789 million yuan, down 29.57% year-on-year [2]. - The company has distributed a total of 3.887 billion yuan in dividends since its A-share listing, with 3.012 billion yuan distributed over the past three years [3]. Stock Market Activity - On September 26, Aimeike's stock was priced at 183.47 yuan per share, with a market capitalization of 55.517 billion yuan and a trading volume of 393 million yuan [1]. - The stock has increased by 3.35% year-to-date, but has seen a decline of 1.12% over the last five trading days and 4.83% over the last twenty days [1]. Shareholder Information - As of September 19, 2025, Aimeike had 56,400 shareholders, an increase of 3.28% from the previous period, with an average of 3,700 circulating shares per shareholder, a decrease of 3.17% [2]. - The top ten circulating shareholders include Hong Kong Central Clearing Limited and various ETFs, with some shareholders increasing or decreasing their holdings [3].

Group 1 - The stock price of Liangmianzhen increased by 2.04% on September 24, reaching 6.01 CNY per share, with a total market capitalization of 3.305 billion CNY [1] - The company has seen a year-to-date stock price increase of 18.77%, with a recent decline of 3.84% over the last five trading days [1] - Liangmianzhen has appeared on the trading leaderboard four times this year, with the most recent instance on April 18, where it recorded a net buy of -8.0748 million CNY [1] Group 2 - As of June 30, the number of shareholders for Liangmianzhen increased by 27.15% to 51,100, while the average circulating shares per person decreased by 21.35% to 10,761 shares [2] - For the first half of 2025, Liangmianzhen reported a revenue of 522 million CNY, reflecting a year-on-year growth of 1.02%, but a net profit loss of 5.0842 million CNY, down 46.62% year-on-year [2] Group 3 - Since its A-share listing, Liangmianzhen has distributed a total of 202 million CNY in dividends, with 33 million CNY distributed over the past three years [3]

Core Viewpoint - Mingchen Health's stock price has experienced a decline of 9.88% year-to-date, with significant drops in recent trading periods, indicating potential challenges in the market [2]. Company Overview - Mingchen Health Products Co., Ltd. is located in the Lian Nan Industrial Zone, Chenghai District, Shantou City, Guangdong Province, and was established on December 14, 1994, with its listing date on December 18, 2017 [2]. - The company specializes in the research, development, production, and sales of health care products, including shampoos, conditioners, shower gels, gel water, and skincare products [2]. - The revenue composition of the company is as follows: 76.84% from online games, 23.09% from daily chemical products, and 0.07% from other sources [2]. Financial Performance - For the first half of 2025, Mingchen Health achieved operating revenue of 712 million yuan, representing a year-on-year growth of 7.07%. However, the net profit attributable to shareholders decreased by 31.97% to 41.06 million yuan [2]. - The company has distributed a total of 151 million yuan in dividends since its A-share listing, with 46.57 million yuan distributed over the past three years [3]. Shareholder Information - As of June 30, 2025, the number of shareholders for Mingchen Health was 18,800, an increase of 2.88% from the previous period, with an average of 14,063 circulating shares per person, a decrease of 2.80% [2]. - Notable institutional holdings include Huaxia Industry Prosperity Mixed Fund, which is the fourth-largest shareholder with 5.2765 million shares, an increase of 1.6392 million shares from the previous period [3].

Core Viewpoint - The stock of Proya Cosmetics has experienced a decline in recent trading sessions, with a notable drop in both price and trading volume, indicating potential concerns among investors [1][2]. Financial Performance - For the first half of 2025, Proya achieved a revenue of 5.362 billion yuan, representing a year-on-year growth of 7.21% [2]. - The net profit attributable to shareholders for the same period was 799 million yuan, reflecting a year-on-year increase of 13.80% [2]. Stock Market Activity - As of September 23, Proya's stock price was 78.69 yuan per share, with a market capitalization of 31.162 billion yuan [1]. - The stock has seen a year-to-date decline of 5.78%, with a 14.46% drop over the past 20 trading days [1]. Shareholder Information - As of June 30, 2025, the number of shareholders increased to 60,300, up by 18.25% from the previous period [2]. - The average number of circulating shares per shareholder decreased by 15.43% to 6,560 shares [2]. Dividend Distribution - Proya has distributed a total of 1.81 billion yuan in dividends since its A-share listing, with 1.225 billion yuan distributed over the past three years [3]. Institutional Holdings - As of June 30, 2025, the top ten circulating shareholders included Hong Kong Central Clearing Limited, which reduced its holdings by 12.39 million shares [3]. - Southern CSI 500 ETF increased its holdings by 504,700 shares, while other institutional investors showed varied changes in their shareholdings [3].

9月23日，方盛制药盘中上涨2.09%，截至10:44，报11.25元/股，成交1.09亿元，换手率2.24%，总市值 49.40亿元。 截至6月30日，方盛制药股东户数3.31万，较上期增加0.37%；人均流通股13245股，较上期减少0.36%。 2025年1月-6月，方盛制药实现营业收入8.34亿元，同比减少8.35%；归母净利润1.69亿元，同比增长 23.67%。 分红方面，方盛制药A股上市后累计派现6.89亿元。近三年，累计派现4.84亿元。 机构持仓方面，截止2025年6月30日，方盛制药十大流通股东中，工银医疗保健股票（000831）位居第 三大流通股东，持股539.97万股，持股数量较上期不变。融通健康产业灵活配置混合A/B（000727）位 居第四大流通股东，持股500.00万股，相比上期增加50.00万股。大成价值增长混合A（090001）位居第 五大流通股东，持股460.57万股，持股数量较上期不变。易方达医疗保健行业混合A（110023）、安信 医药健康股票A（010709）退出十大流通股东之列。 责任编辑：小浪快报 资金流向方面，主力资金净流入196.72万元，特大单买入558.9 ...