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创新药ETF国泰(517110)涨超1.4%,化学CDMO优势与生物领域竞争格局引关注
Mei Ri Jing Ji Xin Wen· 2026-01-14 05:13
风险提示:提及个股仅用于行业事件分析,不构成任何个股推荐或投资建议。指数等短期涨跌仅供 参考,不代表其未来表现,亦不构成对基金业绩的承诺或保证。观点可能随市场环境变化而调整,不构 成投资建议或承诺。提及基金风险收益特征各不相同,敬请投资者仔细阅读基金法律文件,充分了解产 品要素、风险等级及收益分配原则,选择与自身风险承受能力匹配的产品,谨慎投资。 每日经济新闻 (责任编辑:董萍萍 ) 1月14日,创新药ETF国泰(517110)涨超1.4%,化学CDMO优势与生物领域竞争格局引关注。 国信证券指出,医药生物行业在化学制药领域,中国CXO企业在人才红利、化学能力、合规产 能、知识产权保护方面具有综合优势,欧洲地区生物制药产能建设周期较长,印度企业在知识产权保护 力度、高标准合规产能供给稳定性等方面仍存在明显短板,中国企业在化学CDMO领域的核心行业地位 5年内具备较强的不可替代性;生物领域,行业β明显,韩国、日本等国的生物药CDMO企业呈现出相 较于国内生物药CDMO企业更高的收入增速,中欧美日韩同台竞技,但在XDC的CRDMO领域,国内龙 头药明合联的全球市占率持续提升。长期维度需观察两大因素影响:一是"生物 ...
科源制药:公司注射剂智能制造项目正按计划推进中,目前正在办理药品生产许可事项
Xin Lang Cai Jing· 2026-01-14 04:15
Core Viewpoint - The company is progressing steadily with its AI smart factory project, which was completed by the end of September last year, and is currently in the process of obtaining drug production licenses [2][4]. Group 1 - The AI smart factory of the company was completed by the end of September last year [2][4]. - The injection manufacturing project is advancing as planned [2][4]. - The company is currently handling the necessary drug production licensing matters [2][4].
主力板块资金流出前10:能源金属流出13.65亿元、风电设备流出10.86亿元
Jin Rong Jie· 2026-01-14 04:03
Group 1 - The main market saw a net inflow of 19.18 billion yuan as of January 14 [1] - The top ten sectors with the largest capital outflows included Energy Metals (-1.365 billion yuan), Wind Power Equipment (-1.086 billion yuan), and Communication Equipment (-0.983 billion yuan) [1] - The banking sector experienced a capital outflow of 0.721 billion yuan, while the healthcare services sector saw an outflow of 0.628 billion yuan [1] Group 2 - The Energy Metals sector had a slight decline of 0.13% with a net outflow of 1.365 billion yuan, led by the company Greenmei [2] - The Wind Power Equipment sector increased by 1.61% but still faced a net outflow of 1.086 billion yuan, with major outflow attributed to Daikin Heavy Industries [2] - The Communication Equipment sector rose by 4.01% despite a net outflow of 0.983 billion yuan, primarily driven by Galaxy Electronics [2][3]
艾迪药业股价涨5.12%,汇添富基金旗下1只基金位居十大流通股东,持有466.07万股浮盈赚取405.48万元
Xin Lang Cai Jing· 2026-01-14 03:44
Group 1 - Eddie Pharmaceutical's stock increased by 5.12%, reaching 17.86 CNY per share, with a trading volume of 74.09 million CNY and a turnover rate of 1.02%, resulting in a total market capitalization of 7.515 billion CNY [1] - The company, established on December 15, 2009, and listed on July 20, 2020, is located in Yangzhou, Jiangsu Province, and focuses on the exploration, research, and sales of innovative chemical drugs and human-derived protein products [1] - The revenue composition of Eddie Pharmaceutical includes human-derived proteins at 41.11%, new drugs at 35.69%, diagnostic equipment, reagents, and others at 13.62%, generic drugs at 9.47%, and other supplementary products at 0.11% [1] Group 2 - Among the top ten circulating shareholders of Eddie Pharmaceutical, a fund under Huatai-PineBridge holds 4.6607 million shares, accounting for 1.11% of the circulating shares, with an estimated floating profit of approximately 4.0548 million CNY [2] - The Huatai-PineBridge Medical Health Mixed Fund (470006) was established on September 21, 2010, with a latest scale of 2.486 billion CNY, achieving a year-to-date return of 10.43% and a one-year return of 41.9% [2] - The fund ranks 654 out of 8838 in year-to-date performance and 3211 out of 8089 in one-year performance, with a cumulative return of 171.57% since inception [2]
东亚药业股价涨7.02%,诺安基金旗下1只基金位居十大流通股东,持有81.17万股浮盈赚取114.45万元
Xin Lang Cai Jing· 2026-01-14 02:16
Group 1 - East Asia Pharmaceutical Co., Ltd. experienced a stock price increase of 7.02%, reaching 21.49 CNY per share, with a trading volume of 4.82 million CNY and a turnover rate of 0.20%, resulting in a total market capitalization of 2.465 billion CNY [1] - The company, established on February 6, 1998, and listed on November 25, 2020, specializes in the research, production, and sales of chemical raw materials and pharmaceutical intermediates [1] - The main revenue composition includes: β-lactam antibiotics (44.84%), anticholinergic and synthetic antispasmodic drugs (23.92%), quinolone antibiotics (12.86%), antifungal drugs for skin use (8.87%), other products (5.05%), and additional (supplementary) products (4.46%) [1] Group 2 - Noan Fund's Noan Multi-Strategy Mixed A (320016) entered the top ten circulating shareholders of East Asia Pharmaceutical, holding 811,700 shares, which is 0.72% of the circulating shares, with an estimated floating profit of approximately 1.1445 million CNY [2] - The Noan Multi-Strategy Mixed A fund was established on August 9, 2011, with a current scale of 1.855 billion CNY, achieving a year-to-date return of 5.21% and a one-year return of 88.18% [2] - The fund manager, Kong Xianzheng, has a tenure of 5 years and 50 days, with the fund's total asset size at 5.608 billion CNY, achieving a best return of 93.39% and a worst return of -16.74% during his tenure [3]
美国政府批准向中国出口英伟达H200芯片;五部门出手规范网络招聘秩序丨盘前情报
2 1 Shi Ji Jing Ji Bao Dao· 2026-01-14 00:47
Market Overview - On January 13, major indices in China experienced collective adjustments, with the Shenzhen Component Index falling over 1% and the ChiNext Index dropping nearly 2%. The Shanghai Composite Index closed down 0.64%, the Shenzhen Component Index down 1.37%, and the ChiNext Index down 1.96%. The total trading volume in the Shanghai and Shenzhen markets reached 3.65 trillion yuan, an increase of 49.6 billion yuan compared to the previous trading day [1] - In the U.S. stock market, the three major indices also declined on January 13. The Dow Jones Industrial Average fell by 398.21 points to close at 49,191.99, a decrease of 0.80%. The S&P 500 Index dropped by 13.53 points to 6,963.74, down 0.19%, while the Nasdaq Composite Index decreased by 24.03 points to 23,709.87, a decline of 0.10% [1] Sector Performance - In the Chinese market, over 3,700 stocks declined, with the AI application concept sector rising against the trend, seeing over ten constituent stocks hitting the daily limit up. The AI medical concept remained active, while the power grid equipment sector strengthened in the afternoon. The retail sector also showed active performance. Conversely, the commercial aerospace and controllable nuclear fusion sectors experienced significant declines [1] - In the U.S., the performance of major indices reflected a general downward trend, indicating a cautious market sentiment [1] Commodity Prices - International oil prices rose on January 13. The price of light crude oil futures for February delivery on the New York Mercantile Exchange increased by $1.65 to $61.15 per barrel, a rise of 2.77%. The March delivery Brent crude oil futures price rose by $1.60 to $65.47 per barrel, an increase of 2.51% [2] Policy and Regulatory Updates - The Ministry of Commerce of China announced the continuation of anti-dumping duties on imported solar-grade polysilicon from the U.S. and South Korea, effective from January 14, 2026, for a period of five years [2] - The Ministry of Industry and Information Technology issued an action plan for the high-quality development of industrial internet platforms from 2026 to 2028, aiming for significant progress in platform development and resource connectivity by 2028 [3][4] Company-Specific Developments - The approval of NVIDIA to export its H200 AI chips to China is expected to restart shipments to Chinese customers. This decision will be overseen by the U.S. Department of Commerce, which will also impose a fee of approximately 25% on the related transactions [7]
海思科医药集团股份有限公司 关于控股股东部分股份质押展期的公告
Zhong Guo Zheng Quan Bao - Zhong Zheng Wang· 2026-01-14 00:43
本公司及董事会全体成员保证信息披露内容的真实、准确、完整,没有虚假记载、误导性陈述或重大遗 漏。 海思科医药集团股份有限公司(以下简称"公司")于近日接到公司控股股东及实际控制人王俊民先生的 通知,获悉王俊民先生所持有本公司的部分股份质押展期,具体事项如下: 登录新浪财经APP 搜索【信披】查看更多考评等级 证券代码:002653 证券简称:海思科 公告编号:2026-009 海思科医药集团股份有限公司 关于控股股东部分股份质押展期的公告 截至公告披露日,上述股东及其一致行动人所持质押股份情况如下: ■ 三、备查文件 中国证券登记结算有限责任公司证券质押及司法冻结明细表。 特此公告。 海思科医药集团股份有限公司董事会 2026年01月14日 一、股东股份质押展期的基本情况 ■ 本次质押股份未负担重大资产重组等业绩补偿义务。 二、股东股份累计质押的情况 ...
浙江司太立制药股份有限公司2026年第一次临时股东会决议公告
Zhong Guo Zheng Quan Bao - Zhong Zheng Wang· 2026-01-14 00:43
重要内容提示: ● 本次会议是否有否决议案:无 一、会议召开和出席情况 (一)股东会召开的时间:2026年1月13日 (二)股东会召开的地点:浙江省仙居县现代工业集聚区丰溪西路9号公司行政楼会议室现场结合线上方 式 (三)出席会议的普通股股东和恢复表决权的优先股股东及其持有股份情况: ■ 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述或者重大遗漏,并对其内容 的真实性、准确性和完整性承担法律责任。 表决情况: ■ (四)表决方式是否符合《公司法》及《公司章程》的规定,会议主持情况等。 本次会议由公司董事会召集,董事长胡健先生主持,会议以现场投票结合网络投票的方式进行表决,会 议的召集、召开和表决方式符合《公司法》、《上市公司股东会议事规则》及《公司章程》的规定。 (五)公司董事和董事会秘书的列席情况 1、公司在任董事8人,列席8人 2、公司董事会秘书兼财务负责人郭军锋先生列席会议。 二、议案审议情况 (一)非累积投票议案 1、议案名称:关于募集资金投资项目结项、调整投资规模,并将节余募集资金永久补充流动资金的议 案 审议结果:通过 2、律师见证结论意见: 本次股东会的召集、召开程序符合《公 ...
江苏艾迪药业集团股份有限公司 第三届董事会第十一次会议决议公告
Zhong Guo Zheng Quan Bao - Zhong Zheng Wang· 2026-01-14 00:34
登录新浪财经APP 搜索【信披】查看更多考评等级 2020年6月30日,本公司与子公司南京安赛莱医药科技有限公司、广发银行股份有限公司扬州分行、中 国建设银行股份有限公司南京鼓楼支行和华泰联合证券签署《募集资金专户存储五方监管协议》,在广 发银行股份有限公司扬州分行开设募集资金专项账户(账号:9550880058239300203),在中国建设银行股 份有限公司南京鼓楼支行(建宁路支行)开设募集资金专项账户(账号:32050159524609999996)。 2020年6月30日,本公司与子公司扬州艾迪医药科技有限公司、江苏银行股份有限公司扬州分行和华泰 联合证券签署《募集资金专户存储四方监管协议》,在江苏银行股份有限公司扬州分行(唐城支行)开设募 集资金专项账户(账号:90160188000125327)。 2022年1月19日,公司召开第一届董事会第二十一次会议和第一届监事会第十七次会议,审议通过了 《关于变更部分募集资金专项账户及新增募集资金专项账户的议案》。 2022年1月26日,本公司与中国建设银行股份有限公司江苏省分行和华泰联合证券签署《募集资金专户 存储三方监管协议》,在中国建设银行股份有限公司 ...
多瑞医药大宗交易成交12.50万股 成交额696.13万元
Zheng Quan Shi Bao Wang· 2026-01-13 14:50
1月13日多瑞医药大宗交易一览 | 成交量(万 | 成交金额(万 | 成交价格 | 相对当日收盘折溢价 | 买方营业 | 卖方营业 | | --- | --- | --- | --- | --- | --- | | 股) | 元) | (元) | (%) | 部 | 部 | | 12.50 | 696.13 | 55.69 | 0.00 | 机构专用 | 机构专用 | 多瑞医药1月13日大宗交易平台出现一笔成交,成交量12.50万股,成交金额696.13万元,大宗交易成交 价为55.69元。该笔交易的买卖双方均为机构专用席位。 证券时报·数据宝统计显示,多瑞医药今日收盘价为55.69元,下跌0.73%,日换手率为1.55%,成交额为 7020.52万元,全天主力资金净流出124.66万元,近5日该股累计下跌1.19%,近5日资金合计净流出 1951.85万元。 两融数据显示,该股最新融资余额为2.02亿元,近5日减少1187.28万元,降幅为5.54%。 据天眼查APP显示,西藏多瑞医药股份有限公司成立于2016年12月22日,注册资本8000万人民币。(数 据宝) (文章来源:证券时报网) ...