Group 1 - The core point of the article is that Jimin Health has announced a share buyback program, repurchasing approximately 2.01 million shares, which accounts for 0.3819% of the total share capital, with a total expenditure of about 12.09 million yuan [2] Group 2 - As of July 31, 2025, the company has conducted the share buyback through centralized bidding, with the highest purchase price being 6.13 yuan per share and the lowest at 5.87 yuan per share [2] - For the fiscal year 2024, the revenue composition of Jimin Health is as follows: pharmaceutical manufacturing accounts for 55.95%, medical services for 41.43%, pharmaceutical trading for 1.75%, and other businesses for 0.87% [2]

金融界消息 截至2025年7月31日收盘，博苑股份（301617）报收于38.4元，下跌1.49%，换手率4.43%， 成交量1.48万手，成交金额5714.26万元。 资金流向方面，今日主力资金净流出1137.30万元，占比成交额19.9%。其中，超大单净流出136.53万 元、占成交额2.39%，大单净流出1000.77万元、占成交额17.51%，中单净流出流出33.10万元、占成交 额0.58%，小单净流入1170.40万元、占成交额20.48%。 通过天眼查大数据分析，山东博苑医药化学股份有限公司共对外投资了2家企业，参与招投标项目85 次，知识产权方面有商标信息47条，专利信息71条，此外企业还拥有行政许可119个。 来源：金融界 博苑股份最新一期业绩显示，截至2025一季报，公司营业总收入3.20亿元、同比增长4.02%，归属净利 润4907.75万元，同比减少4.05%，扣非净利润4849.16万元，同比减少4.87%，流动比率6.461、速动比率 5.255、资产负债率11.22%。 天眼查商业履历信息显示，山东博苑医药化学股份有限公司，成立于2008年，位于潍坊市，是一家以从 事医药制造业为 ...

2024年1至12月份，人福医药的营业收入构成为：医药占比56.01%，医药批发及相关业占比43.8%，其 他业务占比0.19%。 （文章来源：每日经济新闻） 人福医药（SH 600079，收盘价：21.78元）7月31日晚间发布公告称，截至目前，公司第一大股东招商 生命科技（武汉）有限公司已完成对公司董事会改组等程序并已对公司形成控制，公司控股股东变更为 招商生科，实际控制人变更为招商局集团有限公司。 ...

Core Viewpoint - Technological innovation is becoming the core engine driving high-quality development in Shandong Province, with Hengfeng Bank's Jinan branch focusing on the financial needs of technology enterprises throughout their lifecycle [1][2]. Group 1: Financial Innovation and Services - Hengfeng Bank is actively exploring effective paths for deep integration of financial and technological innovation, supporting the construction of a strong manufacturing province [2]. - The Jinan branch has established a mixed team to provide comprehensive services combining financing and intelligence, introducing products like "Kechuang Loan" that utilize intellectual property pledges and government risk compensation [2][3]. - The bank has upgraded its digital financial services, integrating IoT and big data technologies into its risk control systems, allowing technology companies to secure financing based on technology transaction data rather than traditional collateral [2][3]. Group 2: Customized Financial Solutions - Hengfeng Bank has opened a "green channel" for financing "hardcore" innovations, providing timely financial support to high-precision machinery manufacturers, which has alleviated their funding pressures and increased production capacity by 30% [4]. - The bank's customized financial services have effectively addressed the urgent funding needs of a pharmaceutical company, providing 300 million yuan to support their operations and future expansion plans [5]. - A "no repayment renewal loan" scheme has been implemented to assist a specialized oil technology company in overcoming short-term cash flow challenges, ensuring seamless transitions between old and new loans [6][7]. Group 3: Commitment to Technological Financial Development - Hengfeng Bank is committed to enhancing its responsibility in developing technology finance, offering customized credit products and personalized "financing + intelligence" services to support enterprise growth [7][8].

IPO Progress - Yitang Co., Ltd. listed on the Shanghai Stock Exchange on July 8, with stock code 688729, backed by Silk Road Huachuang and Huakong Fund [1] - Meixin Health submitted its application to the Hong Kong Stock Exchange on July 14, supported by Boyuan Capital [1] - North Chip Life Science submitted its registration to the Shanghai Stock Exchange on July 25, with backing from Sherpa Investment and Huagai Capital [1] Subsequent Financing - Benmo Technology announced the completion of its Series B and B+ financing rounds, raising several hundred million RMB, led by Beijing Advanced Manufacturing and Intelligent Equipment Industry Development Investment Fund, with participation from Lenovo Star, Beijing New Materials Industry Investment Fund, and Shunxi Fund. The funds will be used for flexible design and production of motors, enhancing the delivery capacity of direct-drive joint modules, and accelerating the development and commercialization of robotic products [1] Other Positive News - Qinglang Intelligent has been listed on the 2025 Hurun Global Unicorn Index for five consecutive years, highlighting its leadership in the embodied intelligence commercialization wave [2] Technological Innovations - Time Technology showcased its E20 eVTOL at the 2025 World Artificial Intelligence Conference (WAIC) on July 26, representing a significant innovation in the low-altitude economy and demonstrating the potential of artificial intelligence in low-altitude transportation [3] Drug Development - Jingfang Pharmaceutical announced that GFH375, an oral KRAS G12D inhibitor, received Fast Track designation from the FDA for the treatment of locally advanced or metastatic pancreatic ductal adenocarcinoma (PDAC). The drug is currently in Phase II trials in China and has initiated I/IIa trials in the U.S. through a partnership with Verastem Oncology [4] Fund Management - Qingke Mother Fund is a professional mother fund management institution in China, investing in sectors such as information technology, healthcare, intelligent manufacturing, and new consumption. It has invested in over 130 quality sub-funds and directly in innovative enterprises like Xiaoyao and Jiahe Meikang [5]

金融界消息 截至2025年7月31日收盘，*ST沐邦（603398）报收于5.02元，上涨3.29%，换手率9.12%， 成交量39.55万手，成交金额2.00亿元。 资金流向方面，今日主力资金净流入3198.56万元，占比成交额16.0%。其中，超大单净流入1091.08万 元、占成交额5.46%，大单净流入2107.48万元、占成交额10.54%，中单净流出流出1635.01万元、占成 交额8.18%，小单净流出1563.55万元、占成交额7.82%。 *ST沐邦最新一期业绩显示，截至2025一季报，公司营业总收入6027.79万元、同比减少59.28%，归属净 利润9948.61万元，同比减少18.56%，扣非净利润9970.74万元，同比减少14.56%，流动比率0.359、速动 比率0.278、资产负债率76.60%。 天眼查商业履历信息显示，江西沐邦高科股份有限公司，成立于2003年，位于南昌市，是一家以从事医 药制造业为主的企业。企业注册资本43364.1524万人民币，实缴资本14344.86万人民币。公司法定代表 人为廖志远。 通过天眼查大数据分析，江西沐邦高科股份有限公司共对外投资了8家企 ...

天眼查商业履历信息显示，武汉海特生物制药股份有限公司，成立于1992年，位于武汉市，是一家以从 事医药制造业为主的企业。企业注册资本13089.4391万人民币，实缴资本1592.3561万人民币。公司法定 代表人为陈亚。 通过天眼查大数据分析，武汉海特生物制药股份有限公司共对外投资了16家企业，参与招投标项目98 次，知识产权方面有商标信息57条，专利信息11条，此外企业还拥有行政许可56个。 金融界消息 截至2025年7月31日收盘，海特生物（300683）报收于56.33元，上涨8.37%，换手率 14.7%，成交量17.94万手，成交金额10.12亿元。 资金流向方面，今日主力资金净流入2577.65万元，占比成交额2.55%。其中，超大单净流入2235.12万 元、占成交额2.21%，大单净流入342.53万元、占成交额0.34%，中单净流出流出1482.86万元、占成交 额1.46%，小单净流出1094.79万元、占成交额1.08%。 海特生物最新一期业绩显示，截至2025一季报，公司营业总收入1.57亿元、同比增长18.79%，归属净利 润1393.04万元，同比增长15.81%，扣非净利润17 ...

金融界消息 截至2025年7月31日收盘，西藏药业（600211）报收于42.58元，上涨2.92%，换手率6.2%， 成交量19.98万手，成交金额8.52亿元。 资金流向方面，今日主力资金净流入5940.67万元，占比成交额6.97%。其中，超大单净流入3358.29万 元、占成交额3.94%，大单净流入2582.38万元、占成交额3.03%，中单净流出流入182.44万元、占成交 额0.21%，小单净流出6123.10万元、占成交额7.18%。 西藏药业最新一期业绩显示，截至2025一季报，公司营业总收入7.12亿元、同比增长1.12%，归属净利 润2.69亿元，同比减少13.95%，扣非净利润2.53亿元，同比增长7.90%，流动比率3.861、速动比率 3.720、资产负债率20.79%。 天眼查商业履历信息显示，西藏诺迪康药业股份有限公司，成立于1999年，位于拉萨市，是一家以从事 医药制造业为主的企业。企业注册资本32231.9196万人民币，实缴资本6992万人民币。公司法定代表人 为陈达彬。 通过天眼查大数据分析，西藏诺迪康药业股份有限公司共对外投资了20家企业，参与招投标项目2583 次， ...

Market Overview - The A-share market indices all rose last week (July 23 - July 29), with the STAR 50 showing the largest increase of 5.33%, while the Shanghai 50 had the smallest rise of 0.59% [2] - The Shanghai Composite Index increased by 0.78%, the Shenzhen Component rose by 1.71%, the ChiNext Index went up by 4.14%, the CSI 300 gained 0.80%, and the CSI 500 increased by 2.30% [2] - As of July 29, the margin trading balance in the two markets reached 1,976.307 billion yuan, an increase of 49.208 billion yuan from the previous week [2] - The financing balance was 1,962.087 billion yuan, up by 48.647 billion yuan, while the securities lending balance was 14.220 billion yuan, increasing by 0.056 billion yuan [2] - The average number of investors participating in margin trading daily was 470,483, which is a 10.97% increase from the previous week [2] Industry Insights - The pharmaceutical, non-ferrous metals, and electronics industries had the highest net financing inflows last week, while the oil, agriculture, and comprehensive industries had the lowest [3] - The industries with a higher proportion of financing buy-in relative to transaction volume were non-bank financials, telecommunications, and non-ferrous metals, whereas textiles, light manufacturing, and social services had lower proportions [3] - In terms of securities lending, the non-bank financial, electric equipment, and pharmaceutical industries had the highest net selling amounts, while basic chemicals, food and beverage, and oil and petrochemicals had the lowest [3] Specific Securities - As of July 29, the market ETF financing balance was 98.208 billion yuan, an increase of 0.283 billion yuan, while the securities lending balance was 6.370 billion yuan, up by 0.454 billion yuan [3] - The top five ETFs by net financing inflow were: - Fuguo Zhongzhai 7-10 Year Policy Financial Bond ETF - E Fund CSI Hong Kong Securities Investment Theme ETF - Hang Seng Technology ETF - Huaxia Hang Seng Technology ETF (QDII) - GF CSI Hong Kong Stock Connect Non-Bank ETF [3] - The top five individual stocks by net financing inflow were: - Xinyi Sheng (300502) - China Power Construction (601669) - Cambricon Technologies (688256) - Northern Rare Earth (600111) - Minsheng Bank (600016) [3] - The top five individual stocks by net securities lending outflow were: - China Ping An (601318) - BYD (002594) - Hengrui Medicine (600276) - Dongfang Electric (600875) - WuXi AppTec (603259) [3]

Core Viewpoint - The processing value-added duty exemption policy is a core policy of Hainan Free Trade Port, which is accelerating benefits for enterprises as the policy is further optimized post-closure [1] Group 1: Policy Overview - The processing value-added duty exemption policy allows goods processed in Hainan Free Trade Port with imported materials to be exempt from import duties if the value-added reaches or exceeds 30% [1] - The policy was first piloted in July 2021 in the Yangpu Bonded Port Area and has since expanded from 2.3 square kilometers to the entire Hainan Free Trade Port [1] - The General Administration of Customs issued interim measures clarifying the calculation methods for value-added and the procedural requirements for enterprises to apply for benefits [1] Group 2: Policy Adjustments - The threshold for enterprises to benefit from the policy has been relaxed, removing the requirement that the main business income of encouraged industries must account for over 60% of total revenue [2] - The range of import materials has been expanded to include "zero-duty" goods, allowing these goods to also benefit from the duty exemption when processed [2] - Hainan-produced materials can now be included in the value-added calculation, facilitating enterprises in meeting the 30% value-added requirement [2] - The scope of cumulative value-added processing has been broadened, allowing goods with overall value-added exceeding 30% to be sold domestically [2] Group 3: Implementation and Impact - As of 2023, 200 enterprises have applied for the processing value-added duty exemption policy, with 123 approved and 48 benefiting, resulting in a total domestic sales value of 10.03 billion yuan and duty exemptions of approximately 840 million yuan [3] - The 48 benefiting enterprises span 10 industry categories and 44 product application scenarios, including food processing, pharmaceutical manufacturing, and jewelry production [3]