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12项目获“最佳”!“2025沪港创新项目评选”决赛路演在沪举行
Guo Ji Jin Rong Bao· 2025-09-23 12:33
上海市香港商会会长张国正表示,上海市香港商会的使命就是要推动沪港合作。当前,沪港都在打 造国际科创中心,并在"人工智能"和"生物医药"两大领域都比较具有优势。商会希望通过评选促进沪港 优秀科创项目双向落地。香港高校的科创能力在世界名列前茅,上海和内地则有广泛的应用场景和巨大 的市场。因此,举办这样的项目评选,希望将沪港的优势结合,推动更多的创新成果转化,实现"香港 研发、内地转化",并共同打造国际化标准,完成从0到1再到无穷的飞跃,相信对于沪港在科创领域的 合作共荣具有重大意义。 据悉,本次活动的颁奖典礼将于11月在上海举行。届时,所有入围的19个项目团队都将出席,每个 项目还将有5分钟的展示机会。 创新是高质量发展的强大动能。为进一步深化沪港两地在创新领域的合作,共谋未来产业发展新机 遇,上海市香港商会在去年创立的标杆性活动"创新无处不在"基础上,今年推出了"2025沪港创新项目 评选",聚焦"沪港合作,内联外通",旨在推动香港、上海乃至内地其他省市的科创企业在沪港双向落 户,融合发展,实现资源共享。 9月23日,由上海市香港商会主办的"2025沪港创新项目评选"活动决赛路演在上海举行。本次评选 活动聚焦人 ...
逆势大涨!资金又回来了
格隆汇APP· 2025-09-23 09:38
Core Viewpoint - The A-share market experienced a surprising strong recovery in the tail end of trading, particularly in the banking sector, which rebounded after a period of decline, indicating renewed investor interest in bank stocks [2][3][10]. Market Performance - As of the market close, the three major A-share indices showed mixed results, with the ChiNext index recovering from a 2% drop to close up 0.21%. The banking index rose by 1.28%, with several banks, including Industrial and Commercial Bank of China and China Construction Bank, seeing gains exceeding 3% [3][4]. Sector Analysis - There was a clear market divergence, with high-growth sectors like AI, internet, and biomedicine experiencing corrections, while traditional sectors such as banking, insurance, and public utilities saw a return of capital and increased stock prices [7][10]. - The banking sector had been in a downward trend since mid-July, with an overall decline exceeding 10%. Major state-owned banks like Everbright Bank and Bank of China saw declines of over 17% and 12%, respectively [8][10]. Capital Flow - On the day of the recovery, net inflows into bank stocks reached nearly 1.4 billion yuan, the highest among all sectors, with large orders accounting for over 22% of the total, indicating significant capital repositioning [10][11]. - Recent reports from Goldman Sachs indicated a surge in hedge fund investments in banks and insurance companies, suggesting a broader trend of renewed focus on financial stocks [11]. Dividend Considerations - The recent pullback in bank stocks was partly attributed to investors reallocating funds to higher-yield sectors, as well as the upcoming dividend distribution dates, which prompted some investors to take profits [12][14]. - For instance, Industrial and Commercial Bank of China announced a dividend of 0.1646 yuan per share, totaling 58.664 billion yuan, with the record date set for July 11, 2025 [14]. Long-term Outlook - Despite recent volatility, the long-term fundamentals for quality bank stocks remain intact, supported by strong capital inflows and a favorable interest rate environment. The anticipated easing of monetary policy could further enhance the attractiveness of high-dividend bank stocks [17][19]. - Predictions indicate a 1.0% year-on-year growth in net profit for listed banks in 2025, driven by improved net interest margins and increased provisions for potential risks [19][20]. Investor Sentiment - The recent market dynamics suggest a potential shift in investor sentiment, with funds that previously exited the banking sector beginning to return, as evidenced by a 3.2% increase in bank ETF shares since late September [21].
君实生物跌4.26%,成交额7.55亿元,近5日主力净流入-3.80亿
Xin Lang Cai Jing· 2025-09-23 08:39
Core Viewpoint - Junshi Biosciences is positioned as a comprehensive innovative pharmaceutical company with capabilities spanning drug discovery, clinical research, large-scale production, and commercialization, aiming for a global footprint while being rooted in China [2] Group 1: Company Overview - Junshi Biosciences was established on December 27, 2012, and went public on July 15, 2020, focusing on the research and commercialization of monoclonal antibodies and therapeutic proteins [7] - The company's main revenue sources include 90.67% from drug sales, 8.74% from technology licensing, and 0.59% from technical services [7] - As of June 30, 2025, Junshi Biosciences reported a revenue of 1.168 billion yuan, a year-on-year increase of 48.64%, while the net profit attributable to shareholders was -413 million yuan, a year-on-year increase of 36.01% [8] Group 2: Product Pipeline and Innovations - The company has developed a significant product portfolio, including the first domestically approved PD-1 monoclonal antibody, Toripalimab, which has received approval for 11 indications in mainland China and is also approved in multiple countries including the US and EU [2] - Junshi Biosciences is advancing its pipeline with Tifcemalimab, the first anti-BTLA monoclonal antibody entering clinical development, currently undergoing two Phase III trials [2] - The company is also collaborating with various research institutions to develop vaccines, including monkeypox and Zika vaccines, which are currently in preclinical development [3] Group 3: Market Performance and Investor Sentiment - On September 23, Junshi Biosciences' stock fell by 4.26%, with a trading volume of 755 million yuan and a market capitalization of 42.69 billion yuan [1] - The stock has seen a net outflow of 48.4 million yuan from major investors, indicating a trend of reduced holdings over the past three days [4][5] - The average trading cost of the stock is 41.93 yuan, with the stock price approaching a resistance level of 42.00 yuan, suggesting potential volatility [6]
2025年度计量支撑产业新质生产力发展项目征集启动
人民财讯9月23日电,近日,市场监管总局、工业和信息化部联合印发通知,公开征集2025年度计量支 撑产业新质生产力发展项目。此举旨在深入贯彻落实《计量支撑产业新质生产力发展行动方案(2025— 2030年)》(以下简称《行动方案》)部署要求,充分发挥计量在科技创新、产业升级中的基础性、战略性 作用,加快破解产业发展关键计量技术瓶颈,推动产业高质量发展。本次项目征集聚焦《行动方案》明 确的新一代信息技术、人工智能、航空航天、新能源、新材料、高端装备、生物医药、量子科技、集成 电路、仪器仪表十大重点领域,重点支持能够破解"卡脖子"难题、实现国产替代、填补国内外空白的重 大创新项目。通过项目实施,打通计量技术从研发到产业应用的全链条,为产业新质生产力发展提供坚 实计量支撑。 ...
诺诚健华跌2.00%,成交额1.25亿元,主力资金净流入1076.06万元
Xin Lang Zheng Quan· 2025-09-23 03:22
诺诚健华今年以来股价涨119.22%,近5个交易日跌1.43%,近20日跌6.85%,近60日涨4.26%。 机构持仓方面,截止2025年6月30日,诺诚健华十大流通股东中,中欧医疗健康混合A(003095)位居 第六大流通股东,持股1304.78万股,相比上期增加398.07万股。富国精准医疗灵活配置混合A (005176)位居第七大流通股东,持股1258.20万股,持股数量较上期不变。鹏华医药科技股票A (001230)位居第八大流通股东,持股1020.21万股,相比上期减少501.14万股。易方达医疗保健行业混 合A(110023)位居第九大流通股东,持股918.57万股,为新进股东。汇添富创新医药混合A (006113)位居第十大流通股东,持股760.38万股,为新进股东。兴全合润混合A(163406)、平安医 疗健康混合A(003032)退出十大流通股东之列。 资料显示,诺诚健华医药有限公司位于北京市昌平区中关村生命科学园生命园路8号院8号楼,成立日期 2015年11月3日,上市日期2022年9月21日,公司主营业务涉及诺诚健华医药有限公司是一家主要从事生 物医药的研发、生产和商业化的中国公司。该公 ...
信立泰跌2.00%,成交额1.50亿元,主力资金净流出697.53万元
Xin Lang Cai Jing· 2025-09-23 03:22
Company Overview - Shenzhen Xinlitai Pharmaceutical Co., Ltd. was established on November 3, 1998, and listed on September 10, 2009. The company is located at 37th Floor, Green View Plaza, Chegongmiao, Shenzhen, Guangdong Province. Its main business involves the research, production, and sales of pharmaceuticals and medical devices [1][2]. Financial Performance - For the first half of 2025, Xinlitai achieved operating revenue of 2.131 billion yuan, representing a year-on-year growth of 4.32%. The net profit attributable to shareholders was 365 million yuan, with a year-on-year increase of 6.10% [2]. - Since its A-share listing, Xinlitai has distributed a total of 7.204 billion yuan in dividends, with 1.649 billion yuan distributed over the past three years [3]. Stock Performance - As of September 23, Xinlitai's stock price was 50.84 yuan per share, with a market capitalization of 56.677 billion yuan. The stock has increased by 67.07% year-to-date, but has seen a decline of 3.58% over the past five trading days and 4.24% over the past 20 days [1]. - The stock has appeared on the "Dragon and Tiger List" twice this year, with the most recent appearance on June 17, where it recorded a net buy of -41.9885 million yuan [1]. Shareholder Structure - As of June 30, 2025, Xinlitai had 24,000 shareholders, a decrease of 0.79% from the previous period. The average number of circulating shares per shareholder was 46,403, an increase of 0.80% [2]. - The top ten circulating shareholders include notable funds such as China Europe Medical Health Mixed A and Hong Kong Central Clearing Limited, with significant changes in their holdings [3].
甘李药业跌2.01%,成交额3.26亿元,主力资金净流出1884.67万元
Xin Lang Cai Jing· 2025-09-23 02:32
截至6月30日,甘李药业股东户数7.73万,较上期增加3.08%;人均流通股7165股,较上期减少2.99%。 2025年1月-6月,甘李药业实现营业收入20.67亿元,同比增长57.18%;归母净利润6.04亿元,同比增长 101.96%。 分红方面,甘李药业A股上市后累计派现16.12亿元。近三年,累计派现10.18亿元。 机构持仓方面,截止2025年6月30日,甘李药业十大流通股东中,香港中央结算有限公司位居第三大流 通股东,持股750.99万股,相比上期增加17.48万股。招商国证生物医药指数A(161726)位居第五大流 通股东,持股580.26万股,相比上期减少24.16万股。南方中证500ETF(510500)位居第六大流通股 东,持股536.87万股,相比上期增加69.27万股。创新药(159992)位居第八大流通股东,持股340.55万 股,为新进股东。南方阿尔法混合A(010357)位居第十大流通股东,持股264.69万股,为新进股东。 华安聚优精选混合(009714)退出十大流通股东之列。 责任编辑:小浪快报 9月23日,甘李药业盘中下跌2.01%,截至10:09,报72.12元/股,成 ...
珍宝岛跌2.09%,成交额1773.24万元,主力资金净流入196.45万元
Xin Lang Cai Jing· 2025-09-23 02:32
Company Overview - Zhenbaodao Pharmaceutical Co., Ltd. is located in Harbin, Heilongjiang Province, established on October 28, 1996, and listed on April 24, 2015. The company focuses on the research, production, and sales of high-end traditional Chinese medicine formulations, with a diverse range of dosage forms and products [2]. Financial Performance - For the first half of 2025, Zhenbaodao reported operating revenue of 714 million yuan, a year-on-year decrease of 57.05%. The net profit attributable to the parent company was -78.29 million yuan, reflecting a year-on-year decline of 119.90% [2]. - Since its A-share listing, Zhenbaodao has distributed a total of 1.302 billion yuan in dividends, with 356 million yuan distributed over the past three years [3]. Stock Performance - As of September 23, Zhenbaodao's stock price decreased by 2.09%, trading at 11.27 yuan per share, with a total market capitalization of 10.605 billion yuan. The stock has seen a decline of 1.57% year-to-date, 8.74% over the last five trading days, 11.05% over the last 20 days, and 3.18% over the last 60 days [1][2]. - The trading volume on September 23 was 17.7324 million yuan, with a turnover rate of 0.17%. The net inflow of main funds was 1.9645 million yuan, with significant buying activity from large orders [1]. Business Segmentation - The main business revenue composition includes: 84.82% from the sale of proprietary Chinese medicines, 7.13% from purchased medicinal materials, 5.11% from purchased pharmaceuticals, 2.51% from other sources, 0.35% from rental income, and 0.07% from interest income [2]. - Zhenbaodao is categorized under the pharmaceutical and biological industry, specifically in traditional Chinese medicine [2]. Shareholder Information - As of July 18, the number of shareholders for Zhenbaodao was 21,500, an increase of 2.34% from the previous period. The average circulating shares per person decreased by 2.29% to 43,744 shares [2].
千红制药跌2.09%,成交额5827.50万元,主力资金净流入73.83万元
Xin Lang Cai Jing· 2025-09-23 02:15
Company Overview - Qianhong Biopharma Co., Ltd. is located in Changzhou, Jiangsu Province, established on April 30, 2003, and listed on February 18, 2011. The company specializes in the research, production, and sales of various pharmaceutical products, including lyophilized powder, lyophilized powder injections (including anti-tumor drugs), small-volume injections, tablets, hard capsules, granules, and raw materials [2]. Financial Performance - For the first half of 2025, Qianhong Biopharma achieved operating revenue of 862 million yuan, representing a year-on-year growth of 0.72%. The net profit attributable to the parent company was 258 million yuan, showing a significant year-on-year increase of 41.17% [2]. - The company has distributed a total of 1.862 billion yuan in dividends since its A-share listing, with 453 million yuan distributed over the past three years [3]. Stock Performance - As of September 23, Qianhong Biopharma's stock price was 9.38 yuan per share, with a market capitalization of 12.005 billion yuan. The stock has increased by 54.20% year-to-date but has seen a decline of 5.44% over the past five trading days and 12.42% over the past 20 days [1]. - The company has appeared on the "Dragon and Tiger List" seven times this year, with the most recent appearance on August 7, where it recorded a net purchase of 10.2288 million yuan [1]. Shareholder Information - As of June 30, 2025, Qianhong Biopharma had 72,800 shareholders, an increase of 27.00% from the previous period. The average circulating shares per person decreased by 22.62% to 12,934 shares [2]. - Among the top ten circulating shareholders, Hong Kong Central Clearing Limited is the fourth largest, holding 29.1651 million shares, a decrease of 11.9864 million shares from the previous period [3]. Business Segments - The company's main business revenue composition includes 62.97% from formulation series and 36.70% from raw material series, with other contributions at 0.33% [2]. - Qianhong Biopharma operates within the pharmaceutical and biological industry, specifically in the chemical pharmaceutical sector, and is involved in various concept sectors such as heparin, ursodeoxycholic acid, antigen detection, medical devices, and biomedicine [2].
华海药业跌2.01%,成交额1.66亿元,主力资金净流出2298.83万元
Xin Lang Cai Jing· 2025-09-23 02:05
Core Viewpoint - Huahai Pharmaceutical's stock has experienced fluctuations, with a year-to-date increase of 24.68% but a recent decline in the last five trading days by 6.91% [1] Financial Performance - For the first half of 2025, Huahai Pharmaceutical reported revenue of 4.516 billion yuan, a year-on-year decrease of 11.93%, and a net profit attributable to shareholders of 409 million yuan, down 45.30% year-on-year [2] - The company has cumulatively distributed 2.989 billion yuan in dividends since its A-share listing, with 1.016 billion yuan distributed in the last three years [3] Stock Market Activity - As of September 23, Huahai Pharmaceutical's stock price was 21.97 yuan per share, with a market capitalization of 32.895 billion yuan [1] - The stock has seen significant trading activity, with a net outflow of 22.9883 million yuan in principal funds on September 23, and a total trading volume of 166 million yuan [1] Shareholder Structure - As of June 30, 2025, the number of shareholders decreased by 16.37% to 52,400, while the average circulating shares per person increased by 18.71% to 27,781 shares [2] - Among the top ten circulating shareholders, notable changes include an increase in holdings by China Europe Medical Health Mixed A and a decrease by Hong Kong Central Clearing Limited [3] Business Overview - Huahai Pharmaceutical, established on February 28, 2001, and listed on March 4, 2003, specializes in the research, production, and sales of various dosage forms of generic drugs, biological drugs, innovative drugs, and specialty raw materials [1] - The company's revenue composition includes 61.86% from finished drug sales, 36.75% from raw materials and intermediates, and 0.78% from other sources [1]