证券代码：300601 证券简称：康泰生物 公告编号：2025-050 债券代码：123119 债券简称：康泰转 2 深圳康泰生物制品股份有限公司 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚假记载、 误导性陈述或重大遗漏。 一、股东大会审议通过利润分配方案情况 分派方案已经公司 2025 年 5 月 20 日召开的 2024 年度股东大会审议通过。2024 年度利润分配方案为：以 2024 年年度权益分派实施公告中确定的股权登记日当 日的总股本为基数，向全体股东每 10 股派 0.90 元（含税）现金红利，不送红股， 不以资本公积金转增股本。 事项发生变化。根据公司 2024 年度股东大会决议，本次权益分派以 2024 年年度 权益分派实施公告中确定的股权登记日当日的总股本为基数，无需调整分配比例， 公司按照分配比例不变的原则对分配总额进行调整。 原则一致。 二、本次实施的利润分配方案 公司 2024 年年度权益分派方案为：以 2024 年年度权益分派实施公告中确定 的股权登记日当日的总股本为基数，向全体股东每 10 股派 0.900000 元现金红利 （含税；扣税后，通过深股通持有股份 ...

Group 1 - The core viewpoint is that the pharmaceutical sector is gradually recovering, reflected in the performance of listed companies, despite limited overall index growth [1] - The manager emphasizes a balanced approach to investment, focusing on risk-reward ratios and aiming for excess returns relative to the pharmaceutical index over time [1] - The fund manager has a strong track record, with the fund achieving a return of 87.60% since inception, ranking first in its category for various time frames [1] Group 2 - The fund's investment scope includes various segments of the pharmaceutical and healthcare industry, such as chemical pharmaceuticals, traditional Chinese medicine, biological products, and medical services [2] - The top ten holdings of the fund are diversified across high-growth areas like innovative drugs and medical devices, which helps mitigate individual stock volatility while participating in overall industry growth [2] - The holdings are balanced, reducing the risk associated with any single stock and enhancing exposure to the sector's growth potential [2]

Group 1 - Guangdian Electric's wholly-owned subsidiary plans to sell 5.91% stake in Shanghai Winshun Electric Technology Co., Ltd. to Yapp Automotive Parts Co., Ltd. for 62.63 million yuan, aiming to optimize asset structure [1] - Anhui Natural Gas received approval for the registration of 500 million yuan short-term financing bonds and 600 million yuan medium-term notes, valid for two years [1] - Kirin Security received government subsidies totaling 6.48 million yuan, which are related to revenue [2] Group 2 - Junshi Biosciences received approval for two new indications for its self-developed drug, Oncorhynchus monoclonal antibody injection, targeting adult patients with heterozygous familial hypercholesterolemia and non-familial hypercholesterolemia [3] - China Resources Double Crane's subsidiary passed GMP compliance inspection for small and large volume injection production lines [4] - Nanjing Public Utilities' board approved the absorption and merger of its wholly-owned subsidiary, Nanjing Jinguang Industry Co., Ltd. [7] Group 3 - Boya Bio received drug registration certificate for human immunoglobulin (pH4) in the Dominican Republic, valid until August 12, 2029 [8] - Jizhi Co. announced that its controlling shareholder and actual controller committed not to reduce their shareholdings until December 31, 2025 [9] - Yuhua Tian won a bid for the integrated urban management project in Lanzhou City, with a total service subsidy of 353 million yuan [10] Group 4 - Anke Rui obtained five invention patent certificates related to various energy management and control technologies [11] - Kebo Da's wholly-owned subsidiary plans to acquire 100% of Czech IMI Company for approximately 9.43 million euros to enhance global production layout [13] - Yantian Port announced a cash dividend of 1.30 yuan per 10 shares, totaling 676 million yuan [14] Group 5 - Huawang Technology plans to distribute a cash dividend of 0.45 yuan per share and a capital reserve increase of 0.20 shares per share [15] - Kabe Yi established a wholly-owned subsidiary in Japan to enhance its business layout [16] - Dongcheng Pharmaceutical's subsidiary received approval for the marketing of sodium fluoride injection, a PET radiopharmaceutical [18] Group 6 - Huaxin New Materials' subsidiary received two utility model patent certificates for innovative devices [19] - Lingang Steel's new 2290 cubic meter blast furnace has been successfully put into operation [21] - Xinlitai received drug registration certificate for Sacubitril/Valsartan tablets, the first of its kind in China [23] Group 7 - Aike Co.'s subsidiary received project designation notices from multiple clients for electric drive platform components [25] - Tonghe Pharmaceutical received drug registration certificate for Apixaban in South Korea [26] - Junting Hotel signed a cooperation agreement with Choice Hotels for exclusive brand usage in mainland China [28] Group 8 - Guangdong Hongtu plans to establish a wholly-owned subsidiary in Zhengzhou to enhance market layout [30] - Yuheng Pharmaceutical signed a joint promotion agreement for Pemafibrate tablets with Xinghe Pharmaceutical [31] - Chongqing Steel terminated the absorption and merger of its wholly-owned subsidiary, citing strategic advantages of independent operation [33] Group 9 - Jihong Co. announced the listing of its H-shares on the Hong Kong Stock Exchange [34] - Deshi Co. announced plans for shareholders to reduce their holdings by up to 0.3% [36] - Xinhai Medical's subsidiary received medical device registration for a dialysis fluid filter [42]

Market Overview - On May 27, major market indices continued to decline, with mixed performance among individual stocks, highlighting a focus on sectors such as nuclear power, solid-state batteries, innovative pharmaceuticals, and new consumption [1][2]. High-Performing Stocks - In the nuclear power sector, notable stocks included Zhongchao Holdings with 11 consecutive trading limits over 17 days, Baili Electric with 5 over 8 days, and Hahai Huadong and Rongfa Nuclear Power with 3 consecutive limits [2]. - The chemical fiber sector saw Suzhou Longjie achieving 9 limits over 13 days and Youfu Co. with 6 over 11 days [2]. - IP economy concept stocks like Jinghua Laser and Laishen Tongling both recorded 5 limits over 6 days [2]. Stock Performance Data - Zhongchao Holdings (002471) recorded a price increase of 10.04% with a trading volume of 21.51 million [3]. - Jinghua Laser (603607) saw a price rise of 9.99% with a trading volume of 6.12 million [3]. - Laishen Tongling (603900) also increased by 10.00% with a trading volume of 7.27 million [3]. - Other notable stocks included Huide Technology (603192) with a 10.00% increase and a trading volume of 2.28 million [3]. Top Net Buying Stocks - The top three net buying stocks on the day were Qingdao King (1.77 billion), Fenghuo Electronics (1.43 billion), and Hengtian Hailong (994 million) [4]. - Key stocks with significant net buying included Kaimeite Gas (2.49 billion) and Youfu Co. (1.77 billion) [5]. Institutional Activity - Institutional net buying was significant in stocks like Xinghui Co. (341.30 million) and Qingdao King (268.46 million) [7]. - Conversely, stocks like Xinyuan (476.20 million) and Nuofeng (417.22 million) experienced substantial net selling by institutions [8]. Sector Highlights - The nuclear power sector remains a focal point for investors, with multiple stocks showing strong performance and significant trading activity [2][3]. - The solid-state battery sector is also gaining traction, with stocks like Jinlongyu (002882) showing a 10.01% increase and significant trading volume [5][6]. Conclusion - The market is currently characterized by volatility, with specific sectors like nuclear power and solid-state batteries attracting investor interest, as evidenced by the performance of key stocks and institutional trading patterns [1][2][4].

Core Viewpoint - Shanghai Sailun Biotechnology Co., Ltd. announced its 2024 annual profit distribution plan, which includes a cash dividend of 0.2 RMB per share, totaling 21,644,000 RMB for all shareholders [1][2]. Distribution Plan - The profit distribution plan was approved at the company's annual shareholders' meeting on May 16, 2025 [1]. - The total share capital before the distribution is 108,220,000 shares, with a cash dividend of 0.2 RMB per share (before tax) [1][2]. Relevant Dates - The key dates for the distribution are as follows: - Record date for shareholders: Not specified - Ex-dividend date: Not specified - Cash dividend payment date: Not specified [1]. Implementation Method - Cash dividends for unrestricted circulating shares will be distributed through the China Securities Depository and Clearing Corporation Limited, Shanghai Branch [1]. - Shareholders who have completed designated transactions can receive their cash dividends on the payment date at their designated securities firms [1]. Taxation Information - For individual shareholders holding unrestricted circulating shares: - If the holding period exceeds 1 year, the cash dividend is exempt from individual income tax, resulting in a net payment of 0.2 RMB per share [2][3]. - For holding periods within 1 year, the company will not withhold income tax at the time of distribution, but tax will be calculated based on the holding period when the shares are sold [2][3]. - The actual tax burden varies based on the holding period, with a maximum tax rate of 20% for shares held for 1 month or less [3][4]. - For qualified foreign institutional investors (QFII), a 10% withholding tax applies, resulting in a net payment of 0.18 RMB per share [5]. Contact Information - For inquiries regarding this equity distribution, shareholders can contact the company's board secretary office at 021-64959122 [6].

Group 1 - The stock of Sanofi Health increased by 15.31% with a trading volume of 1.204 billion yuan and a turnover rate of 3.46% [1] - The post-market data shows that the Shanghai Stock Connect sold 21.5383 million yuan, while two institutional special seats net bought 44.4768 million yuan, and one institutional special seat net sold 26.7174 million yuan [1] - The movement of "smart money" indicates a shift in capital flow, revealing insights into the main players' trading strategies [1]

Group 1 - The biopharmaceutical sector experienced significant upward movement, with companies such as Sanofi and Junshi Biosciences seeing notable gains [1] - Companies like Baotai, Sinovac Biotech, Changchun High-tech, and Ganli Pharmaceutical also followed suit with increases in their stock prices [1] - The influx of "smart money" into the market indicates a strategic shift in investment patterns, revealing insights into major players' trading behaviors [1]

Investment Rating - The report maintains a "Buy" rating for several companies in the pharmaceutical sector, including 奥赛康 (Aosaikang), 云顶新耀 (Cloudtop), 诺禾致源 (Nuohezhiyuan), and 诺诚健华 (Nocren) [1][5]. Core Insights - The pharmaceutical sector has shown a weekly increase of 1.78%, outperforming the CSI 300 index by 1.96 percentage points, ranking first among 31 primary industries [1][8]. - The report highlights the approval of 诺诚健华's (Nocren) 坦昔妥单抗 (Tafasitamab) for the treatment of relapsed/refractory diffuse large B-cell lymphoma, marking a significant milestone in the industry [1][41]. - The report suggests that favorable policies are expected to lead to a gradual recovery in the industry, particularly in the formulation sector, which has been impacted by previous anti-corruption measures and centralized procurement [5]. Summary by Sections 1. Pharmaceutical Sector Performance - The pharmaceutical and biotechnology sector's performance this week was a 1.78% increase, with chemical pharmaceuticals rising by 3.58%, biological products by 1.74%, medical services by 1.42%, and pharmaceutical commerce by 1.15% [1][8]. 2. Key News - The report mentions the approval of艾力斯's KRAS G12C inhibitor, which is aimed at treating advanced non-small cell lung cancer [28][29]. - 科济药业's CAR-T cell therapy for gastric cancer is set for priority review, indicating a potential breakthrough in treatment options [30][31]. 3. Key Announcements - 迪哲医药 announced the presentation of its innovative drugs DZD8586 and DZD6008 at the upcoming ASCO annual meeting, showcasing advancements in cancer treatment [34][35]. - 诺诚健华's Tafasitamab has received approval for treating relapsed/refractory diffuse large B-cell lymphoma, enhancing its product portfolio in the hematology field [41].

Pharmaceutical Sector - The pharmaceutical sector in China is showing strong performance, with significant transactions such as the $1.25 billion deal enhancing market confidence in the quality and market value of Chinese innovative drugs [1] - Chinese pharmaceutical companies are increasingly making their mark in global licensing transactions and showcasing their clinical pipeline potential at major conferences like ASCO [2] - The outlook for the pharmaceutical sector is optimistic, with expectations of a reversal in market trends by 2025, driven by innovative drugs and the recovery of left-side sectors [1][2] Biopharmaceuticals - GSK announced FDA approval for mepolizumab as an additional maintenance treatment for poorly controlled chronic obstructive pulmonary disease (COPD) patients, with projected global sales of €1.784 billion in 2024 [3] - There is a growing interest in IL-5 targeted drugs, with several domestic companies already engaged in this area [3] Medical Services & Consumer Healthcare - Alcon reported Q1 2025 surgical business net sales of $1.338 billion, a 1% year-on-year decline, but a 2% increase at constant exchange rates [4] - Vision care business net sales reached $1.106 billion in Q1 2025, reflecting a 1% year-on-year growth, driven by innovations in contact lenses [4] Medical Devices - Johnson & Johnson Medical launched the SOUNDSTAR CRYSTAL ultrasound catheter in the U.S. for cardiac ablation procedures, indicating a rich pipeline of innovative products [5] - There is a strong long-term demand trend for innovative medical devices, with a focus on leading companies that are expected to rapidly scale new products [5] Pharmacies - A recent initiative by multiple government departments aims to enhance the health promotion functions of retail pharmacies, indicating a supportive policy environment for non-drug product expansion [6] - Continuous optimization of industry regulations and the implementation of drug traceability measures are expected to create a more favorable environment for pharmacies [6]

5月19日至5月25日，券商给予上市公司目标价共223次，按最新收盘价计算，目标价涨幅排名居前的公 司有凯因科技、亚信安全、今世缘，目标价涨幅分别为68.49%、67.84%、65.93%，分别属于生物制 品、软件开发、白酒行业。 | | | | 5月19日全5月25日目标价获幅排名 | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | | 证券代码 证券名称 | | 机构 | 最新评级 | 废局日标0 | | | 行业 | | 688687 | 凯因科技 | 华泰金融控股(香港) | 头人 | 44. 97 | 26. 69 | 68. 49 | 生物制品 | | 688225 | 亚信安全 | 国泰海通证券 | 增持 | 33. 40 | 19. 90 | 67.84 | 软件开发 | | 603369 | 今世缘 | 华创证券 | 强推 | 75.00 | 45. 20 | 65. 93 | 日酒 | | 600519 | 贵州茅台 | 华创证券 | 强推 | 2600. 00 | 1572. 60 | 65. 33 | 日酒 | | 6 ...