人民同泰（600829）公告，2024年营业收入为100.48亿元，同比下降3.29%。归属于上市公司股东的净 利润2.13亿元，同比下降27%。公司2024年度拟不进行利润分配，不进行资本公积金转增资本。 ...

前十大流通股东累计持有： 2386.31万股，累计占流通股比： 38.08%，较上期变化： -85.29万股。 三、分红送配方案情况 | 名称 持有数量(万股) | | 占总股本比例 | 增减情况(万 | | --- | --- | --- | --- | | | | (%) | 股) | | 李燕飞 | 884.25 | 14.11 | 不变 | | 成都市合森投资管理中心(有限合伙) | 680.00 | 10.85 | 不变 | | 李锦 | 240.00 | 3.83 | 不变 | | 成都市合齐投资管理中心(有限合伙) | 143.00 | 2.28 | 不变 | | 田文书 | 119.58 | 1.91 | 不变 | | 成都博源新航创业投资基金合伙企业(有限合伙) | 97.72 | 1.56 | -40.00 | | 周跃武 | 82.50 | 1.32 | 不变 | | 四川海特航空创业投资基金合伙企业(有限合伙) | 67.30 | 1.07 | -30.00 | | 成都博源天鸿投资合伙企业(有限合伙) | 38.21 | 0.61 | -5.00 | | MORGAN STANLEY ...

Core Points - The China Securities Hong Kong Stock Connect Medical Comprehensive Index (932271) opened at 1310.24 points, showing a decline of 15.51% over the past month, an increase of 7.01% over the past three months, and a year-to-date increase of 1.58% [1] - The index is compiled based on the classification standards of the China Securities Index, reflecting the overall performance of different industry securities within the Hong Kong Stock Connect [1] - The top ten holdings of the index include Alibaba Health (14.23%), JD Health (14.01%), Sinopharm (12.15%), Weigao Group (7.98%), MicroPort Medical (5.06%), Ping An Good Doctor (4.48%), Shanghai Pharmaceuticals (4.05%), Jinxin Fertility (3.72%), Xianjian Technology (3.29%), and MicroPort Robotics-B (3.28%) [1] Industry Composition - The index's holdings are entirely from the Hong Kong Stock Exchange, with the pharmaceutical commercial sector accounting for 46.78%, medical services for 24.51%, medical consumables for 24.08%, medical devices for 3.70%, and in vitro diagnostics for 0.92% [2] - The index samples are adjusted biannually, with adjustments occurring on the next trading day after the second Friday of June and December each year [2] - Weight factors are generally fixed until the next scheduled adjustment, with provisions for temporary adjustments in case of special events affecting the index sample [2]

南京医药（600713）公告，2024年营业收入536.96亿元，同比增长0.20%；归属于上市公司股东的净利 润5.71亿元，同比下降1.25%；基本每股收益0.438元／股，同比下降1.57%。公司2024年度利润分配预 案为拟以实施权益分派股权登记日登记的总股本为基数分配利润，向全体股东每10股派发现金红利1.7 元(含税)。 ...

Investment Rating - The report assigns an "Overweight" rating to the pharmaceutical and biotechnology industry, indicating that the industry index is expected to outperform the CSI 300 index by 10% or more over the next six months [35]. Core Insights - The pharmaceutical and biotechnology sector showed a 1.20% increase in performance from March 31 to April 3, ranking third among 31 industries and outperforming the CSI 300 index by 2.57 percentage points [11][16]. - Year-to-date, the sector has risen by 4.77%, ranking seventh among 31 industries and surpassing the CSI 300 index by 6.64 percentage points [16]. - The current PE valuation for the pharmaceutical and biotechnology sector stands at 27.2 times, which is at a historically low level, with a 130% premium compared to the CSI 300 index [20]. Market Performance - The top three sub-sectors in terms of growth last week were chemical pharmaceuticals (3.45%), traditional Chinese medicine II (1.53%), and pharmaceutical commerce (1.48%) [11]. - A total of 344 stocks (72.57% of the sector) experienced price increases last week, with the top five performers being Duorui Pharmaceutical (56.32%), Weisi Medical (31.80%), Hasanlian (31.15%), Rundu Co. (27.01%), and Shengnuo Biological (21.54%) [25][26]. Industry News - On April 4, the Ministry of Commerce announced investigations into the competitiveness of imported medical CT tubes and initiated anti-dumping investigations against imports from the United States and India [27][30]. - The investigations will assess the impact of these imports on the domestic industry and its competitiveness, covering the period from January 1, 2024, to December 31, 2024, for dumping and from January 1, 2022, to December 31, 2024, for industry damage [29][30]. Investment Recommendations - The report suggests focusing on sectors such as innovative drugs, medical services, and domestic market-oriented businesses, which are less affected by trade frictions [31]. - It highlights the potential for accelerated domestic substitution in high-end medical equipment and blood products due to ongoing tariff disputes [31]. - Recommended stocks include Beida Pharmaceutical, Laobaixing, Lingrui Pharmaceutical, Huaxia Eye Hospital, and Boya Biological, with additional stocks to watch being Tebao Biological, Kelun Pharmaceutical, International Medicine, Kaili Medical, and Nuotai Biological [32].

序号股票简称PE(TTM)PE(静)市净率总市值(元)2塞力医疗-8.69-11.551.8818.32亿行业平均 20.5720.601.6599.42亿行业中值16.6314.581.2654.65亿1漱玉平民-90.7028.641.8338.10亿3海王生物-3.39- 3.471.9358.67亿4柳药集团7.457.450.8563.70亿5鹭燕医药8.268.150.9629.64亿6南京医药 10.4410.470.9060.49亿7英特集团10.5910.361.1650.62亿8国药股份10.8910.891.27217.83亿9九州通 11.2810.620.94230.95亿10百洋医药12.6114.444.2994.77亿11健之佳12.777.301.0930.25亿 4月7日，塞力医疗今日收盘9.59元，下跌9.95%，最新市净率1.88，总市值18.32亿元。 截至2024年三季报，共有1家机构持仓塞力医疗，其中基金1家，合计持股数10.00万股，持股市值0.01亿 元。 塞力斯医疗科技集团股份有限公司的主营业务为集约化销售、单纯销售以及自主体外诊断产品的研发、 生产和销售。 ...

Financial Performance - The company's basic earnings per share decreased to 1.15 yuan, a decline of 59.93% compared to 2.87 yuan in the previous year [1] - Net profit fell to 6.42 billion yuan, down 59.85% from 15.99 billion yuan in the previous year [1] - Operating revenue slightly decreased to 74.378 billion yuan, a reduction of 1.46% from 75.477 billion yuan in the previous year [1] - Return on equity dropped to 3.67%, down 61.61% from 9.56% in the previous year [1] Shareholder Structure - The top ten unrestricted shareholders hold a total of 35,592.8 million shares, accounting for 64.79% of the circulating shares, with a decrease of 599.67 million shares compared to the previous period [2] - The largest shareholder, China National Pharmaceutical Group Corporation, holds 30,484.25 million shares, maintaining its position [3] - New entrants among the top shareholders include several investment funds, indicating a shift in the shareholder composition [3] Dividend Distribution - The company announced a dividend distribution of 3.66 yuan per share (including tax) [4]

Investment Rating - The investment rating for the pharmaceutical and biotechnology industry is "Positive" [3] Core Viewpoints - The chemical pharmaceutical sector has shown the highest growth among sub-sectors, driven by expectations around "centralized procurement optimization discussions" and the "Class B medical insurance catalog" [8] - The trade war environment is expected to enhance the market share of domestic blood products and high-end medical devices due to increased costs of foreign imports [8] - The report suggests a cautious approach for April, focusing on specific segments that may benefit from the trade war, such as domestic blood products and high-end medical devices [8] Summary by Sections Industry Weekly Viewpoints - The pharmaceutical and biotechnology sector's weekly return was 1.20%, outperforming the CSI 300 by 2.57%, ranking 3rd among 31 primary sub-indices [7] - The chemical pharmaceutical sub-sector had the highest weekly growth of 3.45%, while the medical services sector saw the largest decline of 2.12% [7][8] Industry Performance and Valuation - The pharmaceutical and biotechnology sector's recent one-month return was 2.94%, with a relative return of 3.63% against the CSI 300, ranking 10th among 31 primary sub-indices [9][18] - The current PE (TTM) for the pharmaceutical and biotechnology sector is 26.88 times, which is below the historical average of 30.99 times [14][15] Market Tracking - The chemical pharmaceutical sector has shown the largest growth over the past year, with a 16.51% increase, while the biological products sector has seen a decline of 11.36% [24][25] - The report highlights the potential for price increases in blood products due to supply and demand changes, particularly for domestic manufacturers [8] Focus on Individual Stocks - The report recommends focusing on specific companies in the blood products and high-end medical device sectors, such as Palin Bio, Tian Tan Bio, and Mindray Medical [8] - In the consumer healthcare sector, companies like Aier Eye Hospital and Yifeng Pharmacy are highlighted as potential beneficiaries of government stimulus policies [8] Industry and Company Dynamics - Recent policy developments include the approval of new medical service pricing for brain-computer interface technologies, indicating a growing focus on innovative medical solutions [40] - The report notes significant recent approvals for various pharmaceutical products, including those from companies like Jingxin Pharmaceutical and Antu Bio [41]

登录新浪财经APP 搜索【信披】查看更多考评等级 证券代码：002589 证券简称：瑞康医药 公告编号：2025-013 瑞康医药集团股份有限公司 更正公告 本公司及董事会全体成员保证公告内容真实、准确、完整，没有虚假记载、误导性陈述或重大遗漏。 瑞康医药集团股份有限公司（以下简称"公司"）于2023年12月21日、2024年11月21日在巨潮资讯网刊登 了《关于拟变更会计师事务所的公告》（公告编号：2023-046）和《关于续聘会计师事务所的公告》 （公告编号：2024-042）。经事后复核，上述公告中中兴财光华会计师事务所（特殊普通合伙）诚信记 录信息有误，现予以更正如下： 更正前： 《关于拟变更会计师事务所的公告》（公告编号：2023-046） 一、拟变更会计师事务所的基本情况 （一）机构信息 5. 诚信记录 中兴财光华近三年因执业行为受到刑事处罚 0 次、行政处罚 6 次、监督管理措施 25 次、自律监管措施 0 次和纪律处分 3 次。66 名从业人员近三年因执业行为受到刑事处罚 0 次、行政处罚 6 次、监督管理措 施 25 次、自律监管措施 0 次和纪律处分 3 次。 《关于续聘会计师事务所的公告 ...

Investment Rating - The report maintains an "Overweight" rating for the pharmaceutical and biotechnology sector [1] Core Insights - The pharmaceutical sector shows higher certainty under the backdrop of the tariff war, with a focus on innovation and domestic substitution strategies [1][15] - The A-share pharmaceutical index has increased by 1.20% this week and 4.77% year-to-date, outperforming the CSI 300 by 2.57% and 6.64% respectively [3][9] - The report highlights the approval of significant drugs in China, such as Roche's Ocrelizumab for multiple sclerosis and Novartis' Pluvicto for prostate cancer treatment [3][4] Summary by Sections Industry Performance - The A-share pharmaceutical index has shown a weekly increase of 1.20% and a year-to-date increase of 4.77%, while the H-share biotech index has increased by 1.7% this week and 30.77% year-to-date [3][9] - Notable stock performances include Duorui Pharmaceutical (+56%), Oukang Pharmaceutical (+49%), and Weisi Medical (+31%) [3][9] Tariff Impact - The recent U.S. tariff exemptions for the pharmaceutical industry include drug formulations, active pharmaceutical ingredients, and plant extracts, indicating minimal impact on the sector [3][15] - The report notes that 90% of antiviral and antibiotic drugs consumed in the U.S. rely on imported active pharmaceutical ingredients, with a significant portion coming from India and China [15][16] Investment Strategy - Recommended investment focus areas include innovative drugs, blood products, research services, and medical devices, with a specific emphasis on domestic companies benefiting from tariff changes [10][16] - Companies to watch include Baijia Shenzhou, Kelun Pharmaceutical, and Shanghai Laisai in the innovative drug sector, and Shanghai Laisai and Boya Biological in blood products [10][16] R&D Developments - Over 200 Chinese innovative drugs are set to be showcased at the 2025 AACR conference, reflecting the growing international recognition of domestic innovations [3][18] - The report lists several key drugs and their respective companies that have received U.S. approvals, highlighting the advancements in the Chinese pharmaceutical sector [18][19]