（文章来源：证券日报） 证券日报网讯博济医药7月29日在互动平台回答投资者提问时表示，公司控股子公司九泰药械主要从事 医疗器械相关的临床试验以及注册申报服务，目前各项业务进展顺利。 ...

今日聚焦 1、药明康德：拟将回购股份价格上限调整为不超114.15元/股 药明康德公告称，拟将2025年第一次以集中竞价交易方式回购A股股份的回购股份价格上限由不超过 90.72元/股（含）调整为不超过114.15元/股，本次回购方案的其他内容不变。小财注：药明康德今日收 盘价98.69元/股。 2、时空科技：终止筹划控制权变更事项 股票复牌 时空科技公告称，公司收到控股股东、实际控制人宫殿海通知，由于双方未能就某些核心条款达成一 致，决定终止筹划控制权变更事项。相关交易方未就本次交易具体方案签署实质性协议，各方对终止本 次交易无需承担违规责任。目前公司各项业务经营情况正常，终止筹划本次控制权变更事项不会对公司 经营业绩和财务状况产生重大不利影响。公司股票将于7月30日开市起复牌。 3、东安动力：间接控股股东变更为中国长安汽车 东安动力公告称，经国务院批准，兵器装备集团实施存续分立，分立为兵器装备集团（存续企业）和中 国长安汽车（新设企业）。分立前兵器装备集团持有的辰致集团100%股权分立至中国长安汽车，兵器 装备集团不再持有东安动力股份。本次收购后，中国长安汽车通过辰致集团间接持有东安动力2.38亿股 股份 ...

智通财经APP获悉，香港联交所最新资料显示，7月24日，易方达基金减持泰格医药(03347)27.31万股， 每股作价50.0506港元，总金额约为1366.88万港元。减持后最新持股数目为1351.47万股，持股比例为 10.98%。 ...

证券日报网讯万邦医药（301520）7月29日在互动平台回答投资者提问时表示，公司为创新药企业提供 临床试验外包服务，具体业务情况请关注公司发布的定期报告。 ...

通策医疗股份有限公司的主营业务是口腔医疗服务的提供、研发。公司的主要产品是医疗服务、产品销 售、建筑工程、综合服务费。 最新一期业绩显示，2025年一季报，公司实现营业收入7.45亿元，同比5.11%；净利润1.84亿元，同比 6.22%，销售毛利率44.21%。 7月29日，通策医疗今日收盘46.64元，上涨1.50%，滚动市盈率PE（当前股价与前四季度每股收益总和 的比值）达到40.73倍，总市值208.62亿元。 从行业市盈率排名来看，公司所处的医疗服务行业市盈率平均48.95倍，行业中值60.06倍，通策医疗排 名第23位。 股东方面，截至2025年5月28日，通策医疗股东户数83145户，较上次减少1346户，户均持股市值35.28 万元，户均持股数量2.76万股。 序号股票简称PE(TTM)PE(静)市净率总市值(元)7通策医疗40.7341.604.96208.62亿行业平均 48.9562.784.33204.40亿行业中值60.0665.773.2866.76亿1药明康德20.5829.994.732834.59亿2康龙化成 31.2632.564.16583.96亿3爱尔眼科33.2934 ...

昭衍新药（603127）(06127)公布，公司A股股票于2025年7月25日、7月28日和7月29日连续3个交易日内 日收盘价格涨幅偏离值累计超过20%。根据《上海证券交易所交易规则》的有关规定，属于股票交易异 常波动情形。 经公司自查并书面征询公司控股股东及实际控制人，截至本公告披露日，公司及公司控股股东、实际控 制人确认不存在应披露而未披露的重大信息。 ...

Group 1 - The core viewpoint of the news is that Norsg has experienced a stock price increase of 8.90% to 60.1 yuan, with a rolling PE ratio of 40.52, marking a new low in 108 days, and a total market capitalization of 5.805 billion yuan [1] - Norsg ranks 22nd in the medical services industry, which has an average PE ratio of 48.95 and a median of 60.06 [1] - The company has seen a net outflow of main funds amounting to 6.3644 million yuan on July 29, with a total outflow of 25.7226 million yuan over the past five days [1] Group 2 - Norsg's main business is providing comprehensive drug clinical research and development services to global pharmaceutical companies and research institutions [1] - The latest financial results for Q1 2025 show that the company achieved an operating income of 173 million yuan, a year-on-year decrease of 2.53%, and a net profit of 26.0737 million yuan, a year-on-year increase of 13.12%, with a gross profit margin of 36.53% [1] - The PE ratio of Norsg is 40.52, while the industry average is 48.95 and the industry median is 60.06 [2]

经公司自查并书面征询公司控股股东及实际控制人，截至本公告披露日，公司及公司控股股东、实际控 制人确认不存在应披露而未披露的重大信息。 昭衍新药(06127)公布，公司A股股票于 2025 年 7 月 25 日、7 月 28 日和 7 月 29 日连续 3 个交易日内日 收盘价格涨幅偏离值累计超过 20%。根据《上海证券交易所交易规则》的有关规定，属于股票交易异 常波动情形。 ...

| 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | --- | --- | --- | --- | --- | --- | | 002173 | 创新医疗 | 14.25 | -2.40% | 30.64万 | 4.38亿 | | 600568 | ST中珠 | 1.71 | -1.16% | 25.07万 | 4270.89万 | | 301060 | 兰卫医学 | 10.88 | -0.91% | 15.48万 | 1.68 Z | | 002622 | 皓宸医疗 | 3.08 | -0.65% | 19.90万 | 6122.15万 | | 835670 | 数字人 | 15.01 | -0.27% | 2.46万 | 3694.46万 | | 002172 | 澳洋健康 | 4.04 | -0.25% | 76.58万 | 3.11亿 | | 301293 | 三博脑科 | 48.88 | -0.10% | 6.96万 | 3.37亿 | | 300143 | 宮康生命 | 10.13 | 0.10% | 9.68万 | 9742.32万 | | 002044 | ...

Investment Rating - The report maintains a positive outlook on WuXi AppTec (603259), with an upgraded full-year performance guidance reflecting strong growth potential [1][5]. Core Insights - The company's revenue for H1 2025 reached 20.8 billion yuan, a year-on-year increase of 20.6%, driven by robust performance in the TIDES business, which saw a revenue growth of 141.6% [1][2]. - Adjusted net profit for H1 2025 was 6.31 billion yuan, up 44.4% year-on-year, indicating a significant improvement in profitability [1][2]. - The company has raised its revenue growth target for continuous operations from 10-15% to 13-17% for the full year 2025, with total revenue expectations adjusted from 41.5-43 billion yuan to 42.5-43.5 billion yuan [5]. Summary by Sections Business Performance - The chemical business generated 16.3 billion yuan in H1 2025, a 33.5% increase, with an adjusted gross margin of 49.0%, up 5.2 percentage points [2]. - The TIDES business achieved 5.03 billion yuan in revenue, with a 48.8% increase in orders on hand [2]. - The testing business reported 2.69 billion yuan in revenue, a slight decline of 1.2%, but showed signs of recovery in Q2 2025 with a 5.5% year-on-year growth [3]. - The biological business generated 1.25 billion yuan, reflecting a 7.1% increase, contributing significantly to new customer acquisition [4]. Financial Projections - Revenue projections for 2025-2027 are estimated at 43.54 billion yuan, 49.63 billion yuan, and 55.77 billion yuan respectively, with net profits expected to be 14.53 billion yuan, 13.79 billion yuan, and 15.86 billion yuan [7]. - The report anticipates a diluted EPS of 5.06 yuan for 2025, with a corresponding P/E ratio of 18.11 [7]. Market Position - Approximately 85% of the company's revenue comes from overseas clients, with significant contributions from the U.S. market, which grew by 38.4% year-on-year [5]. - The company is positioned as a leading global CRDMO player, demonstrating resilience against geopolitical risks [5].