期内，共建业务收入同比增长30%，四年CAGR达48%，主要受益于多家大型三甲医院项目的成功落 地。展望下半年，公司计划深化与领先医疗机构的战略合作，推动更多标杆性项目落地。 CRO业务收入同比增长18%。公司通过与国内外领先药企的深度合作，持续巩固糖尿病领域优势地位， 在NASH领域取得强劲表现，并在实体瘤治疗领域实现创新突破，拓展全新业务版图。 艾迪康控股(09860)发布截至2025年6月30日止6个月中期业绩，该集团取得收益人民币12.71亿元(单位下 同)，同比减少13.31%;母公司拥有人应占溢利2727.3万元，同比减少73.15%;每股盈利0.04元。 公司的总收入达12.7亿，同比下滑13.3%。尽管经济周期调整及政策变动给公司带来短期压力，但本公 司的业务组合持续巩固其韧性，并支撑了多个板块的良好发展势头。 ...

盘面上，半导体板块午后发力，盛科通信涨停；汽车整车板块异动拉升，上汽集团涨停；旅游餐饮 板块活跃，西安饮食涨停。此外，白酒股全天强势，电脑硬件、石油化工、化纤等板块涨幅居前；互联 金融、脑机接口、CRO等概念走弱。 编辑：何颖曦 中国经济周刊-经济网讯 截至收盘，上证指数报3766.21点，涨幅1.04%，成交额10175.00亿元；深 证成指报11926.74点，涨幅0.89%，成交额13907.34亿元；创业板指报2607.65点，涨幅0.23%，成交额 6435.39亿元。 ...

2025 年 08 月 20 日 投资要点 分析师：孟之绪 执业编号：S0300524080001 电话： 邮箱：mengzhixu@ykzq.com 投资策略研究 粤开市场日报-20250820 证券研究报告 | 策略点评 今日关注 今日主要指数涨跌幅：沪指涨跌幅为 1.04%，深证成指涨跌幅为 0.89%， 创业板指涨跌幅为 0.23%。 申万一级行业表现：美容护理、石油石化、电子在行业涨跌幅榜居前； 环保、建筑装饰、公用事业在行业涨跌幅榜居后。 概念板块表现：总体来看，白酒、智能音箱、化学纤维概念表现相对较 好；炒股软件、CRO、稀土概念表现相对较差。 风险提示 股市有风险，投资需谨慎。 请务必阅读最后特别声明与免责条款 www.ykzq.com 1 / 5 | 一、市场回顾 | 3 | | --- | --- | | 二、风险提示 | 3 | | 图表 1： | | --- | | 今日主要指数涨跌幅（%）及概念板块表现 3 | 策略点评 一、市场回顾 图表1：今日主要指数涨跌幅（%）及概念板块表现 二、风险提示 股市有风险，投资需谨慎 请务必阅读最后特别声明与免责条款 www.ykzq.com 3 ...

天眼查商业履历信息显示，上海美迪西生物医药股份有限公司，成立于2004年，位于上海市，是一家以 从事医药制造业为主的企业。企业注册资本13467.3082万人民币，实缴资本13467.3082万人民币。公司 法定代表人为CHUN-LIN CHEN。 通过天眼查大数据分析，上海美迪西生物医药股份有限公司共对外投资了9家企业，参与招投标项目65 次，知识产权方面有商标信息10条，专利信息74条，此外企业还拥有行政许可322个。 来源：金融界 8月18日，沪深两融数据显示，美迪西上周累计获融资净买入额5977.61万元，居两市第177位，上周融 资买入额3.28亿元，偿还额2.68亿元。 美迪西所属概念板块包括：医疗服务、上海板块、沪股通、融资融券、合成生物、AI制药（医疗）、 CRO、上海自贸。 资金流方面，美迪西近5日主力资金流入7218.46万元，区间涨幅2.76%；近10日主力资金流出1.07亿 元，区间跌幅2.42%。 ...

Group 1 - The stock price of Chengda Pharmaceutical closed at 27.34 yuan on August 14, 2025, down by 1.59 yuan, representing a decline of 5.50% from the previous trading day [1] - The trading volume on that day was 98,100 hands, with a transaction amount of 276 million yuan, and a turnover rate of 9.04% [1] - Chengda Pharmaceutical's main business includes pharmaceutical research and development, production, and involves areas such as CRO and biopharmaceuticals [1] Group 2 - The company is progressing with its innovative biocell drug project, although specific advancements or clinical trial arrangements have not been disclosed [1] - On August 14, there was a net outflow of 18.51 million yuan in main funds, with a cumulative net outflow of 14.57 million yuan over the past five days [1]

Market Overview - The A-share market showed a mostly positive trend today, with the Shanghai Composite Index rising by 0.48% to close at 3683.46 points, and the Shenzhen Component Index increasing by 1.76% to 11551.36 points [1] - The total trading volume in the Shanghai and Shenzhen markets reached 21,509 billion, an increase of 2,694.17 million compared to the previous trading day [1] - Among the major indices, the ChiNext Index saw the highest increase, rising by 3.62% to 2496.50 points [1] Industry Performance - The leading sectors today included telecommunications, non-ferrous metals, electronics, pharmaceutical biology, power equipment, and national defense, which all experienced gains [1] - Conversely, sectors such as banking, coal, food and beverage, textiles and apparel, public utilities, and oil and petrochemicals faced declines [1] Sector Highlights - Notable concept sectors with significant gains included optical modules (CPO), optical chips, industrial gases, optical communications, CRO, circuit boards, servers, selected industrial metals, cultivated diamonds, Huakun Zhenyu, innovative drugs, photovoltaic inverters, semiconductor materials, and IDC (computing power leasing) [2]

Group 1 - The stock price of Sunshine Nuohuo closed at 67.04 yuan on August 12, 2025, down by 1.62 yuan from the previous trading day [1] - The trading volume for the day was 270 million yuan, with a turnover rate of 3.60%, and the company's total market capitalization reached 7.508 billion yuan [1] - Sunshine Nuohuo specializes in pharmaceutical research services, covering the entire CRO industry chain, including drug discovery, pharmaceutical research, and clinical research [1] Group 2 - The overall performance of the medical services sector was poor on that day, with the CRO index dropping by 2.21% [1] - The net outflow of main funds for Sunshine Nuohuo was 9.6117 million yuan, accounting for 0.13% of the circulating market value; however, it maintained a net inflow over the past five trading days, totaling 34.8713 million yuan [1]

Market Overview - The A-share market showed mixed performance today, with the Shanghai Composite Index rising by 0.16% to close at 3639.67 points, while the Shenzhen Component Index fell by 0.18% to 11157.94 points, and the ChiNext Index decreased by 0.68% to 2342.86 points [1][14] - Overall, there were 2117 stocks that rose and 3084 stocks that fell, with a total trading volume of 18255 billion yuan, an increase of 914 billion yuan compared to the previous trading day [1] Industry Performance - Among the Shenwan first-level industries, the leading sectors included non-ferrous metals, beauty care, real estate, textile and apparel, and transportation, with respective gains of 1.20%, 0.99%, 0.82%, 0.81%, and 0.73% [1][14] - Conversely, the sectors that experienced declines included pharmaceuticals and biology, electric equipment, telecommunications, national defense and military, and household appliances, with respective losses of 0.92%, 0.74%, 0.47%, 0.39%, and 0.29% [1][14] Concept Sectors - The top-performing concept sectors today included continuous boards, rare earth permanent magnets, rare earths, IGBT, and third-generation semiconductors, among others [2][11] - Sectors that saw a pullback included CRO, innovative drugs, and vitamins [11]

Group 1 - Pharmaceutical stocks generally declined, with CRO and innovative drug concepts experiencing the largest drops [1] - Notable declines included: Innovent Biologics (09969) down 7.68% to HKD 17.54, Zai Lab (603127) down 5.88% to HKD 23.06, Tigermed (300347) down 5.6% to HKD 53.1, and Kintor Pharmaceutical (02171) down 5.4% to HKD 19.96 [1] - The market is reacting to President Trump's announcement of new tariffs on pharmaceuticals, which will start with a "small tariff" and potentially increase to 150% within a year, and up to 250% thereafter [1] Group 2 - Tianfeng Securities noted that the market remains confident in the long-term competitive advantages of the pharmaceutical industry, despite potential challenges [1] - The innovative drugs and related industry chain are still viewed as promising directions, with increasing certainty in domestic consumption [1]

毕得医药属于生物制品行业，公司主营业务涵盖医药研发服务领域。作为上海板块上市公司，公司具有 专精特新企业资质，并涉及CRO业务领域。 截至2025年8月6日收盘，毕得医药股价报58.79元，较前一交易日下跌1.78元，跌幅为2.94%。当日开盘 价为61.50元，最高触及61.95元，最低下探至58.60元，成交量为14360手，成交金额达0.86亿元。 风险提示：以上内容仅供参考，不构成投资建议。股市有风险，投资需谨慎。 从资金流向来看，8月6日主力资金净流出536.35万元，占流通市值的0.21%。近五个交易日累计净流出 1124.51万元，占流通市值的0.44%。 ...