Core Viewpoint - The financial performance of Haishike (002653) shows a mixed picture with revenue growth but a significant decline in net profit, indicating potential challenges ahead for the company [1]. Financial Performance - As of the first quarter of 2025, Haishike reported total revenue of 892 million yuan, representing a year-on-year increase of 18.60% [1]. - The net profit attributable to shareholders was 46.61 million yuan, a decrease of 49.31% year-on-year [1]. - The non-recurring net profit was 50.34 million yuan, showing a year-on-year growth of 69.25% [1]. - The company's liquidity ratios are strong, with a current ratio of 1.907 and a quick ratio of 1.695, while the debt-to-asset ratio stands at 40.59% [1]. Market Activity - On August 1, 2025, Haishike's stock closed at 53.87 yuan, down 3.44%, with a turnover rate of 0.99% and a trading volume of 53,000 lots, amounting to a transaction value of 289 million yuan [1]. - The net inflow of main funds was 13.16 million yuan, accounting for 4.55% of the transaction value, with large orders showing a net inflow of 24.19 million yuan [1]. Company Background - Haishike Pharmaceutical Group Co., Ltd. was established in 2005 and is primarily engaged in the pharmaceutical manufacturing industry [2]. - The company has a registered capital of 1.12 billion yuan and is located in Shannan City [1][2]. - Haishike has made investments in 20 enterprises and participated in 36 bidding projects, holding 493 trademark registrations and 69 patents [2].

Market Overview - On August 1, the A-share market saw a total of 51 stocks hit the daily limit up, with 40 stocks remaining after excluding 11 ST stocks, resulting in a limit-up rate of 62.96% [1] Hot Stocks - The stock with the highest limit-up order volume was Victory Energy, with 275,500 hands, followed by Yangzi New Materials, Wenkai Co., and Tianfu Cultural Tourism, with limit-up order volumes of 240,800 hands, 240,000 hands, and 189,900 hands respectively [2] - In terms of limit-up order funds, 17 stocks had order amounts exceeding 100 million yuan, with Beijiajie, Victory Energy, and Jiejia Weichuang leading at 430 million yuan, 385 million yuan, and 249 million yuan respectively [2] Industry Highlights Photovoltaic Sector - On August 1, multiple photovoltaic-related concepts saw collective gains, with the perovskite battery concept index rising by 2.42% and the photovoltaic inverter concept index increasing by 2.03% [3] - Key stocks in the photovoltaic sector included Jiejia Weichuang, which focuses on solar photovoltaic cell equipment and semiconductor equipment [4], and Shuangliang Energy, which specializes in polysilicon reduction furnaces, silicon wafers, and components [5] Pharmaceutical Sector - Notable stocks in the pharmaceutical sector included Qizheng Tibetan Medicine, which has pediatric products and is developing innovative traditional Chinese medicine [6], and Aoyikang, which focuses on innovative drugs and aims to build its own clinical and R&D team [6] Paper Industry - In the paper industry, Kain Co. provides high-end specialty food packaging paper for multinational chains like KFC and Starbucks, while Songyang Resources focuses on the research, production, and sales of environmentally friendly recycled paper [7] Investment Trends - The top net purchases on the Dragon and Tiger list included Jiejia Weichuang with over 100 million yuan, followed by other stocks like Longcheng Military Industry and Yidian Tianxia [8][9] - The net buying from the Shenzhen Stock Connect for Jiejia Weichuang was 172 million yuan, while the Shanghai Stock Connect saw net buying of Shuangliang Energy at 68.6 million yuan [9]

Group 1 - Luzhou Laojiao announced a cash dividend of 45.92 RMB per 10 shares for the 2024 fiscal year, totaling approximately 6.759 billion RMB [1] - The dividend will be distributed to all shareholders registered by the close of trading on August 7, 2025, with the ex-dividend date set for August 8, 2025 [1] Group 2 - Huatian Technology plans to establish a wholly-owned subsidiary, Nanjing Huatian Advanced Packaging Co., Ltd., with a total registered capital of 2 billion RMB to engage in 2.5D/3D integrated circuit packaging and testing [2] - The investment will be shared among its subsidiaries, with Huatian Jiangsu contributing 1 billion RMB (50%), Huatian Kunshan 665 million RMB (33.25%), and Advanced No. 1 335 million RMB (16.75%) [2] Group 3 - China Petroleum Engineering's subsidiary received a project award letter for a seawater pipeline project in Iraq, valued at approximately 18.032 billion RMB (2.524 billion USD) [3] - Successful signing and implementation of the project could enhance the company's market position in Iraq and the Middle East, positively impacting revenue and profit over the next 4-5 years [3] Group 4 - Jinghe Integrated is planning to issue H-shares and list on the Hong Kong Stock Exchange, with discussions ongoing with relevant intermediaries [4] - The H-share issuance will not change the company's controlling shareholder or actual controller [4] Group 5 - Huate Dain's subsidiary signed an exclusive distribution agreement for melatonin granules (Manlejing®) with Japan's Nobori Pharmaceutical, set to be approved for sale in mainland China by July 2025 [5] - This product will be the first melatonin formulation approved for treating sleep difficulties in children aged 6-15 with neurodevelopmental disorders in China [5] Group 6 - Baotai announced that its innovative drug BAT5906, a humanized monoclonal antibody injection, received clinical trial approval for new indications related to retinal conditions [6] - The drug has completed various phases of clinical trials for other indications and is preparing for further studies [6] Group 7 - Chipone Technology expects a revenue of approximately 584 million RMB for the second quarter, reflecting a quarter-on-quarter growth of 49.9% [7] - Qianli Technology reported July automobile sales of 10,200 units, a year-on-year increase of 142.34% [7] Group 8 - Hanma Technology's truck sales in July reached 956 units, marking a year-on-year growth of 42.69% [8] - Tianyi New Materials anticipates a net loss of 190 million to 240 million RMB for the first half of the year [8] Group 9 - Yabian Chemical signed a supply strategic agreement with Heng Rui Pharmaceutical [9] - Weisheng Information won procurement projects totaling 110 million RMB from South Grid and State Grid [9] - Dongjie Intelligent received a procurement order from PTT LOGISTICS SDN BHD worth approximately 62.5 million RMB [9]

Group 1 - The core viewpoint of the news is that Yipin Hong (300723) has experienced a decline in stock price and significant decreases in revenue and profit in its latest financial report [1] - As of August 1, 2025, Yipin Hong's stock closed at 75.72 yuan, down 2.37%, with a trading volume of 111,400 hands and a transaction amount of 868 million yuan [1] - The company's latest quarterly report shows total revenue of 377 million yuan, a year-on-year decrease of 39.48%, and a net profit attributable to shareholders of 56.59 million yuan, down 43.70% year-on-year [1] Group 2 - Yipin Hong has made investments in 12 companies and participated in 2 bidding projects, indicating active engagement in business expansion [2] - The company holds 308 trademark registrations and 16 patents, reflecting its focus on intellectual property [2] - Yipin Hong has 9 administrative licenses, which may enhance its operational capabilities [2]

金融界消息 截至2025年8月1日收盘，长春高新（000661）报收于105.69元，上涨0.16%，换手率 1.95%，成交量7.78万手，成交金额8.32亿元。 天眼查商业履历信息显示，长春高新技术产业(集团)股份有限公司，成立于1993年，位于长春市，是一 家以从事医药制造业为主的企业。企业注册资本40793.7529万人民币，实缴资本3803.8477万人民币。公 司法定代表人为姜云涛。 通过天眼查大数据分析，长春高新技术产业(集团)股份有限公司共对外投资了26家企业，参与招投标项 目13次，知识产权方面有商标信息30条，此外企业还拥有行政许可6个。 来源：金融界 资金流向方面，今日主力资金净流入1420.73万元，占比成交额1.71%。其中，超大单净流入2171.43万 元、占成交额2.61%，大单净流出750.70万元、占成交额0.9%，中单净流出流入1374.95万元、占成交额 1.65%，小单净流出2795.68万元、占成交额3.36%。 长春高新最新一期业绩显示，截至2025一季报，公司营业总收入29.97亿元、同比减少5.66%，归属净利 润4.73亿元，同比减少44.95%，扣非净利润4 ...

Group 1: Fund and Regulatory Developments - The second batch of floating fee funds has begun issuance, with three products set to launch on August 4, 2023, including a 3 billion yuan fundraising cap for one product [1] - The Hong Kong Stablecoin Regulation has officially come into effect on August 1, 2023, establishing a licensing system for fiat-backed stablecoin issuers to enhance regulatory oversight of virtual asset activities [1] Group 2: Market and IPO Updates - The Hong Kong Stock Exchange is proposing new rules allowing IPO applicants to choose between two distribution mechanisms, with the maximum percentage for public subscription being increased from 20% to 35% under one mechanism [2] - SensorTower forecasts that the global gaming market is expected to exceed $120 billion by 2028, with mobile game in-app purchase revenue projected to grow significantly [2] Group 3: Consumer and Entertainment Impact - Concerts, such as those by Jay Chou, have significantly boosted local consumption, with a reported ratio of 1 yuan spent on tickets generating 4.8 yuan in surrounding spending [3] - The performance of the concert industry is driving diverse consumer spending in urban areas, as evidenced by increased hotel bookings during major events [3] Group 4: Corporate Financial Performance - Apple CEO Tim Cook reported an $800 million loss due to tariffs, with an expected increase in costs of $1.1 billion for the current quarter [4] - Hanma Technology reported a 42.69% year-on-year increase in truck sales for July 2023, with production also seeing a significant rise [8] - Chipone Technology anticipates a revenue of approximately 584 million yuan for Q2 2023, marking a 49.90% quarter-on-quarter growth [11] Group 5: Strategic Partnerships and Acquisitions - Yabton Chemical has signed a 10-year strategic supply agreement with Jiangsu Hengrui Medicine to enhance collaboration in pharmaceutical intermediates and active pharmaceutical ingredients [9] - Apple has acquired approximately seven companies this year, focusing on various sectors, not limited to AI [4] Group 6: Real Estate and Land Acquisition - Hangzhou Garden has successfully bid 130 million yuan for land use rights in Yuhang District, planning to develop a smart ecological design R&D headquarters [10]

金融界消息 截至2025年8月1日收盘，甘李药业（603087）报收于60.99元，上涨5.34%，换手率5.14%， 成交量28.84万手，成交金额17.55亿元。 资金流向方面，今日主力资金净流入3409.28万元，占比成交额1.94%。其中，超大单净流入6145.27万 元、占成交额3.5%，大单净流出2736.00万元、占成交额1.56%，中单净流出流出3790.35万元、占成交 额2.16%，小单净流入381.07万元、占成交额0.22%。 天眼查商业履历信息显示，甘李药业股份有限公司，成立于1998年，位于北京市，是一家以从事医药制 造业为主的企业。企业注册资本60106.529万人民币，实缴资本60106.529万人民币。公司法定代表人为 陈伟。 通过天眼查大数据分析，甘李药业股份有限公司共对外投资了6家企业，参与招投标项目2427次，知识 产权方面有商标信息190条，专利信息103条，此外企业还拥有行政许可449个。 来源：金融界 甘李药业最新一期业绩显示，截至2025一季报，公司营业总收入9.85亿元、同比增长75.76%，归属净利 润3.12亿元，同比增长224.90%，扣非净利润2.15 ...

另外，控股子公司中国电子云深度应用大语言模型技术，结合多年政企数据治理实践经验，构建数据盘点智能体，以智能化、自动化之力，开启政企数据盘 点新模式。 龙虎榜知名游资 一、光伏 龙虎榜机构热股 今天机构龙虎榜上榜33只个股，净买入17只，净卖出16只。当日机构买入最多的个股前三位是：天府文旅（3日2.09亿）、昂利康（3日2.04亿）、深桑达A （1.04亿）。 | 上榜热股 | 实时涨跌幅 | 买/卖家数 | 机构 | | --- | --- | --- | --- | | 天府文旅 000558.SZ | +10.00% | 3/1 | +2 | | 3日 | | | | | 昂利康 002940.SZ | +10.00% | 4/2 | +2 | | 3日 | | | | 深桑达A 龙虎榜显示4家机构净买入1.04亿。 公司大力发展数据要素业务，推出云数一体可信数据空间产品，参与国家数据基础设施试点项目，并与智谱AI等头部企业合作推进AI平台落地。 7月31日，公司发布业绩预告，预计2025年1月1日至2025年6月30日归属于上市公司股东的净利润为17亿元–19.6亿元，比上年同期增长38.65%–59 ...

天眼查商业履历信息显示，博瑞生物医药(苏州)股份有限公司，成立于2001年，位于苏州市，是一家以 从事医药制造业为主的企业。企业注册资本42246.505万人民币，实缴资本22062.4827万人民币。公司法 定代表人为袁建栋。 通过天眼查大数据分析，博瑞生物医药(苏州)股份有限公司共对外投资了38家企业，参与招投标项目49 次，知识产权方面有商标信息121条，专利信息178条，此外企业还拥有行政许可37个。 来源：金融界 金融界消息 截至2025年8月1日收盘，博瑞医药（688166）报收于99.25元，上涨1.5%，换手率3.02%， 成交量12.75万手，成交金额12.69亿元。 资金流向方面，今日主力资金净流入2625.10万元，占比成交额2.07%。其中，超大单净流入2555.99万 元、占成交额2.01%，大单净流入69.11万元、占成交额0.05%，中单净流出流出5191.61万元、占成交额 4.09%，小单净流入2566.51万元、占成交额2.02%。 博瑞医药最新一期业绩显示，截至2025一季报，公司营业总收入2.49亿元、同比减少26.81%，归属净利 润1295.98万元，同比减少79. ...

金融界消息 截至2025年8月1日收盘，同仁堂（600085）报收于36.78元，上涨2.2%，换手率1.23%，成 交量16.91万手，成交金额6.22亿元。 天眼查商业履历信息显示，北京同仁堂股份有限公司，成立于1997年，位于北京市，是一家以从事医药 制造业为主的企业。企业注册资本137147.0262万人民币，实缴资本71930.85万人民币。公司法定代表人 为邸淑兵。 资金流向方面，今日主力资金净流入3864.77万元，占比成交额6.22%。其中，超大单净流入2937.82万 元、占成交额4.73%，大单净流入926.95万元、占成交额1.49%，中单净流出流出2172.72万元、占成交 额3.49%，小单净流出1692.05万元、占成交额2.72%。 同仁堂最新一期业绩显示，截至2025一季报，公司营业总收入52.76亿元、同比增长0.16%，归属净利润 5.82亿元，同比增长1.10%，扣非净利润5.81亿元，同比增长1.66%，流动比率3.450、速动比率1.943、 资产负债率32.65%。 通过天眼查大数据分析，北京同仁堂股份有限公司共对外投资了19家企业，参与招投标项目297次，知 识产 ...