Core Viewpoint - Nanmo Bio has experienced significant stock price fluctuations in 2023, with a year-to-date increase of 79.28% but recent declines in the short term [1] Company Overview - Nanmo Bio, officially known as Shanghai Nanmo Biological Technology Co., Ltd., was established on September 20, 2000, and went public on December 28, 2021 [1] - The company specializes in the research, production, and sales of genetically modified animal models and related technical services [1] - Revenue composition includes standardized models (48.34%), model technical services (21.92%), model breeding (19.50%), customized models (9.34%), and others (0.91%) [1] Financial Performance - For the period from January to September 2025, Nanmo Bio reported a revenue of 303 million yuan, representing a year-on-year growth of 14.29% [2] - The net profit attributable to shareholders reached 26.76 million yuan, showing a substantial year-on-year increase of 276.14% [2] Shareholder Information - As of September 30, 2025, the number of shareholders increased by 2.53% to 6,687, while the average circulating shares per person decreased by 2.47% to 11,658 shares [2] - Since its A-share listing, Nanmo Bio has distributed a total of 30.04 million yuan in dividends, with 10.00 million yuan distributed over the past three years [3] - Among the top ten circulating shareholders, Tianhong Medical Health A is a new entrant, holding 377,400 shares [3]

Core Viewpoint - The company, Haiprui, experienced a decline of 4.14% in stock price, with a trading volume of 53.28 million yuan and a total market capitalization of 16.977 billion yuan [1] Group 1: Company Overview - Haiprui, established in 1998 in Shenzhen, is a leading multinational pharmaceutical company with A+H dual financing platforms, focusing on the heparin industry chain, biopharmaceutical CDMO, and innovative drug investment, development, and commercialization [2][3] - The main business revenue composition includes: formulations (63.06%), CDMO (18.59%), heparin sodium and low molecular weight heparin raw materials (16.05%), and others (2.30%) [7] Group 2: Financial Performance - For the period from January to September 2025, Haiprui achieved operating revenue of 4.194 billion yuan, representing a year-on-year growth of 3.09%, while the net profit attributable to the parent company was 554 million yuan, a decrease of 29.04% year-on-year [7] - The company has distributed a total of 4.21 billion yuan in dividends since its A-share listing, with cumulative distributions of 514 million yuan over the past three years [8] Group 3: Market Position and Trends - As of the 2024 annual report, overseas revenue accounted for 93.04% of total revenue, benefiting from the depreciation of the yuan [3] - The company is involved in the mRNA vaccine development and production CDMO services through its subsidiary, Saiwan Bio, which supports the supply chain for multiple commercialized mRNA vaccines [2]

来源：新浪证券-红岸工作室 11月20日，药明康德涨0.50%，成交额23.12亿元，换手率0.99%，总市值2794.89亿元。 异动分析 CRO概念+创新药+人民币贬值受益 1、公司是国际领先的开放式能力与技术平台,为全球生物医药行业提供全方位、一体化的新药研发和生 产服务。 2、国内医药外包行业龙头,是国内最早开始从事医药研发生产外包的CRO和CMO一体化公司,高层管理 团队共拥有超过200项的已授权和申请中的专利成果;其主营业务为小分子化学药的发现、研发及生产的 全方位、一体化平台服务,以全产业链平台的形式面向全球制药企业提供各类新药的研发、生产及配套 服务;公司还在境外提供医疗器械检测及境外精准医疗研发生产服务。 3、根据2024年年报，公司海外营收占比为78.67%，受益于人民币贬值。 (免责声明：分析内容来源于互联网，不构成投资建议，请投资者根据不同行情独立判断) 资金分析 今日主力净流入3320.88万，占比0.01%，行业排名1/51，连续2日被主力资金增仓；所属行业主力净流 入-10.45亿，连续3日被主力资金减仓。 区间今日近3日近5日近10日近20日主力净流入3320.88万-4.24 ...

Core Viewpoint - Haiprime, a leading multinational pharmaceutical company, is benefiting from the depreciation of the RMB and has a strong focus on the heparin industry chain, biopharmaceutical CDMO, and innovative drug development [2][3]. Company Overview - Haiprime was established in 1998 in Shenzhen and has both A and H share financing platforms. The company aims to provide high-quality, safe, and effective drugs and services to global patients [2]. - The main business segments of Haiprime include heparin raw materials, low molecular weight heparin products, and biopharmaceutical CDMO services [7]. Financial Performance - For the period from January to September 2025, Haiprime achieved a revenue of 4.194 billion yuan, representing a year-on-year growth of 3.09%. However, the net profit attributable to shareholders decreased by 29.04% to 554 million yuan [7]. - As of September 30, 2025, the overseas revenue accounted for 93.04% of total revenue, benefiting from the depreciation of the RMB [3]. Shareholder Information - As of September 30, 2025, Haiprime had 27,000 shareholders, an increase of 2.60% from the previous period. The average number of circulating shares per person remained at zero [7]. - The company has distributed a total of 4.21 billion yuan in dividends since its A-share listing, with 514 million yuan distributed over the past three years [8]. Market Activity - On November 20, Haiprime's stock price increased by 0.42%, with a trading volume of 39.2348 million yuan and a turnover rate of 0.26%. The total market capitalization reached 17.71 billion yuan [1].

Group 1 - The core viewpoint of the news is that Zhaoyan New Drug's stock has experienced a decline recently despite a significant increase in its price year-to-date, indicating potential volatility in the market [1][2]. - As of November 20, Zhaoyan New Drug's stock price was 29.14 yuan per share, with a market capitalization of 21.84 billion yuan and a trading volume of 1.24 billion yuan [1]. - The company has seen a year-to-date stock price increase of 75.54%, but it has declined by 13.12% in the last five trading days [1]. Group 2 - Zhaoyan New Drug operates primarily in the pharmaceutical industry, focusing on non-clinical safety evaluation services and preclinical research services, with 95.59% of its revenue coming from non-clinical research services [1][2]. - For the period from January to September 2025, Zhaoyan New Drug reported a revenue of 985 million yuan, a year-on-year decrease of 26.23%, while its net profit attributable to shareholders increased by 214.79% to 80.71 million yuan [2]. - The company has distributed a total of 703 million yuan in dividends since its A-share listing, with 356 million yuan distributed in the last three years [3]. Group 3 - As of September 30, 2025, the number of shareholders for Zhaoyan New Drug increased by 57.61% to 96,500, indicating growing interest in the stock [2]. - The top ten circulating shareholders include notable funds, with Hua Bao Zhong Zheng Medical ETF holding 12.48 million shares, a decrease of 2.17 million shares from the previous period [3]. - New shareholders include Guangfa Small Cap Growth Mixed Fund, which holds 10.28 million shares, and Guangfa Innovation Upgrade Mixed Fund, holding 9.21 million shares [3].

Core Viewpoint - Kailaiying's stock price has experienced fluctuations, with a year-to-date increase of 21.46% but a recent decline over various trading periods, indicating potential volatility in the market [1][2]. Financial Performance - For the period from January to September 2025, Kailaiying achieved a revenue of 4.63 billion yuan, representing a year-on-year growth of 11.82%. The net profit attributable to shareholders was 800 million yuan, reflecting a growth of 12.66% [2]. - Since its A-share listing, Kailaiying has distributed a total of 2.405 billion yuan in dividends, with 1.701 billion yuan distributed over the past three years [3]. Stock Market Activity - As of November 19, Kailaiying's stock price was 91.09 yuan per share, with a market capitalization of 32.846 billion yuan. The stock saw a trading volume of 185 million yuan and a turnover rate of 0.63% [1]. - The stock has been on the "龙虎榜" (a list of stocks with significant trading activity) once this year, with the last appearance on August 8, where it recorded a net buy of -180 million yuan [1]. Shareholder Information - As of September 30, 2025, Kailaiying had 60,100 shareholders, an increase of 45.37% from the previous period. The average number of circulating shares per person remained at 0 [2]. - The top shareholders include various funds, with notable increases in holdings from 中欧医疗健康混合A and 香港中央结算有限公司 [3].

Core Viewpoint - 博腾股份 has experienced a decline in stock price recently, despite a significant increase in its stock price year-to-date, indicating potential volatility in the market [1][2]. Financial Performance - For the period from January to September 2025, 博腾股份 reported revenue of 2.544 billion yuan, representing a year-on-year growth of 19.72% [2]. - The net profit attributable to shareholders for the same period was 79.9154 million yuan, showing a substantial increase of 138.71% year-on-year [2]. Stock Market Activity - As of November 19, 博腾股份's stock price was 23.73 yuan per share, with a market capitalization of 12.896 billion yuan [1]. - The stock has seen a year-to-date increase of 50.48%, but has declined by 2.83% over the last five trading days and 3.18% over the last twenty days [1]. Shareholder Information - As of November 10, 博腾股份 had 46,700 shareholders, a decrease of 2.23% from the previous period [2]. - The average number of circulating shares per shareholder increased by 1.96% to 10,674 shares [2]. Dividend Distribution - 博腾股份 has distributed a total of 1.193 billion yuan in dividends since its A-share listing, with 866 million yuan distributed over the past three years [3]. Institutional Holdings - As of September 30, 2025, the fourth largest circulating shareholder was Hong Kong Central Clearing Limited, holding 23.9776 million shares, an increase of 13.2187 million shares from the previous period [3]. - New institutional shareholders include 华安聚优精选混合, which holds 3.7775 million shares [3].

Core Insights - WuXi AppTec's stock price increased by 2.03% on November 19, reaching 94.19 CNY per share, with a trading volume of 1.279 billion CNY and a market capitalization of 281.04 billion CNY [1] - The company has seen a year-to-date stock price increase of 76.52%, with a recent 5-day increase of 1.99%, a 20-day decrease of 6.65%, and a 60-day increase of 4.76% [1] - For the first nine months of 2025, WuXi AppTec reported revenue of 32.857 billion CNY, a year-on-year growth of 18.61%, and a net profit attributable to shareholders of 12.076 billion CNY, reflecting an 84.84% increase [2] Financial Performance - The company's main business revenue composition includes: chemical business 78.37%, testing services 12.93%, biological services 6.02%, and other services 1.90% [1] - WuXi AppTec has distributed a total of 14.06 billion CNY in dividends since its A-share listing, with 10.406 billion CNY distributed over the past three years [3] Shareholder Information - As of September 30, 2025, the number of shareholders increased to 274,100, a rise of 16.39% from the previous period, with an average of 9,024 circulating shares per person [2] - Major shareholders include Hong Kong Central Clearing Limited, holding 249 million shares, and various ETFs, with some reducing their holdings [3]

截至9月30日，美迪西股东户数1.65万，较上期增加27.83%；人均流通股8149股，较上期减少21.96%。 2025年1月-9月，美迪西实现营业收入8.43亿元，同比增长5.14%；归母净利润-2968.49万元，同比增长 76.93%。 分红方面，美迪西A股上市后累计派现1.58亿元。近三年，累计派现3393.65万元。 今年以来美迪西已经3次登上龙虎榜，最近一次登上龙虎榜为7月17日，当日龙虎榜净买入1.02亿元；买 入总计2.31亿元 ，占总成交额比25.62%；卖出总计1.30亿元 ，占总成交额比14.36%。 资料显示，上海美迪西生物医药股份有限公司位于上海市浦东新区川沙新镇川大路585号，成立日期 2004年2月2日，上市日期2019年11月5日，公司主营业务涉及为医药企业和其他新药研发机构提供全方 位的新药研发服务。主营业务收入构成为：临床前研究50.34%，药物发现和药学研究49.64%，其他(补 充)0.01%。 美迪西所属申万行业为：医药生物-医疗服务-医疗研发外包。所属概念板块包括：MSCI中国、融资融 券、专精特新、CRO概念、原料药等。 11月19日，美迪西盘中下跌2.00%， ...

Market Overview - On November 14, A-shares saw a collective decline in the three major indices, with the Shanghai Composite Index dropping by 0.97% to 3990 points and the Shenzhen Component Index falling by 1.93%. The total market turnover was 1.98 trillion yuan, a decrease of 853 billion yuan from the previous trading day, with over 3300 stocks declining. The storage chip, HBM concept, and semiconductor sectors experienced the largest declines, while the Hainan sector, gas stocks, and aquaculture sectors saw gains [1]. Stock Performance - Notable gainers included *ST Yumo (+5.06%), ST Huapeng (+4.92%), and *ST Ping (+4.94%). *ST Lvkang surged by 45.00%, while Furi Co. rose by 9.99%. Dongzi Group and Sanmu Group both increased by approximately 10% [2][3]. - The top three stocks by net buying on the daily leaderboard were Aerospace Development (+10.06%), Space Technology (+6.70%), and Kangzhi Pharmaceutical (+20.00%), with net buying amounts of 2.79 billion yuan, 1.69 billion yuan, and 1.42 billion yuan, respectively [5]. Institutional Activity - The top three stocks with net selling by institutions were Zhaoyi Innovation (-9.55%), Fuxiang Pharmaceutical (-2.66%), and Huasheng Lithium Electric (-2.49%), with net selling amounts of 10.95 billion yuan, 2.66 billion yuan, and 2.49 billion yuan, respectively [6][8]. - Among stocks involving institutional special seats, the top three for net buying were Space Technology (2.08 billion yuan), Hailu Heavy Industry (1.41 billion yuan), and Zhongyi Technology (1.13 billion yuan) [7]. Sector Highlights - Aerospace Development, involved in military-civilian integration and the Fujian Free Trade Zone, saw a significant increase, with a turnover of 25.29 billion yuan and a trading rate of 17.05%. The stock is linked to satellite internet and military information technology, which are currently active sectors [9][13]. - Lianhua Technology, associated with CRO concepts and fluorochemical concepts, also experienced a surge, with a turnover of 22.04 billion yuan and a trading rate of 16.49%. Institutional net buying reached 1.02 billion yuan [14][18]. - The company Daybreak Oriental, which is involved in bank equity and energy-saving construction, saw a trading rate of 7.69% and a turnover of 6.68 billion yuan, with net buying from the Shanghai Stock Connect [19][23]. Financial Performance - Unified Co. reported a total revenue of 19.16 billion yuan, a year-on-year increase of 4.77%, and a net profit of 4920.34 million yuan, reflecting a significant year-on-year growth of 84.70% [27].