题材方面，采掘行业、保险、医药商业等板块涨幅居前，光伏设备、非金属材料、电源设备等板块跌幅 居前。主力资金上，银行、生物制品、消费电子等行业概念流入居前。 ETF方面，或受相关消息刺激，港股创新药、港股消费、港股红利等相关ETF表现亮眼！ 【机构：医药板块估值经历较长时间调整，呈现显著结构性修复趋势】 2025年11月12日，市场全天震荡走势，三大指数集体收跌。截至收盘，沪指跌0.07%，深成指跌 0.36%，创业板指跌0.39%。 银河证券认为，医药板块估值经历较长时间调整，近期已呈现显著结构性修复趋势，但公募基金重仓持 仓水平仍低于历史均值，2025年在支持引导商保发展的政策背景下，支付端有望边际改善，创新药械有 望获益。 招银国际表示，近期，医药板块略有回调，这将带来低位布局机会。由于资本市场融资复苏、创新药出 海交易规模上涨，国内创新药研发需求出现回暖。叠加美国降息，CXO行业有望迎来业绩修复。 相关ETF：港股创新药ETF(159567)、港股通创新药ETF(159570)、港股通创新药ETF工银(159217)、港 股通医疗ETF富国(159506)、港股通创新药ETF(520880) 【提振消费 ...

百克生物公告，公司近日收到国家药品监督管理局下发的吸附无细胞百（二组分）白破联合疫苗（成人 及青少年用）的《药物临床试验批准通知书》。该疫苗是一种可以同时预防青少年及成人百日咳、白 喉、破伤风的疫苗，接种对象为10周岁及以上人群。若顺利完成临床试验并获批上市，将进一步完善公 司疫苗研发管线，丰富公司联合疫苗产品矩阵，有助于公司优化产品结构和主营业务的全面发展。 ...

Group 1 - The core point of the article highlights the recent performance of Maiwei Biotech, which saw a 5.02% increase in stock price, reaching 44.59 CNY per share, with a trading volume of 214 million CNY and a turnover rate of 2.41%, resulting in a total market capitalization of 17.818 billion CNY [1] - Maiwei Biotech, established on May 12, 2017, and listed on January 18, 2022, is primarily engaged in the research, production, and sales of therapeutic biological products, with 99.91% of its revenue coming from product sales and 0.09% from services [1] Group 2 - From the perspective of fund holdings, a fund under AVIC Fund has a significant position in Maiwei Biotech, with the AVIC Optimal Navigation Mixed Fund A (022852) holding 891,100 shares, accounting for 9.89% of the fund's net value, making it the seventh-largest holding [2] - The AVIC Optimal Navigation Mixed Fund A (022852) has achieved a return of 73.81% year-to-date, ranking 222 out of 8147 in its category, and has a total fund size of 606.1 million CNY [2] Group 3 - The fund manager of AVIC Optimal Navigation Mixed Fund A is Wang Sen, who has been in the position for 2 years and 48 days, overseeing a total asset size of 2.85 billion CNY, with the best fund return during his tenure being 136.74% and the worst being 2.83% [3]

Core Insights - On November 11, Maiwei Biotech experienced a decline of 1.28% with a trading volume of 296 million yuan, indicating market volatility [1] - The company reported a financing buy-in of 41.07 million yuan and a net financing buy of 11.31 million yuan on the same day, reflecting investor interest despite the stock price drop [1] - As of November 11, the total margin balance for Maiwei Biotech reached 612 million yuan, which is 7.05% of its market capitalization, suggesting a high level of leverage [1] Financing Summary - On November 11, the financing buy-in was 41.07 million yuan, with a total financing balance of 611 million yuan, exceeding the 80th percentile of the past year [1] - The margin trading showed a repayment of 200 shares and a sell-off of 1,100 shares, with a total sell amount of 46,700 yuan, indicating active trading [1] - The current margin balance of 955,300 yuan also exceeds the 80th percentile of the past year, indicating a high level of short selling activity [1] Company Performance - As of September 30, the number of shareholders for Maiwei Biotech increased by 9.15% to 19,600, while the average number of circulating shares per person decreased by 8.38% to 10,425 shares [2] - For the period from January to September 2025, the company achieved a revenue of 566 million yuan, representing a year-on-year growth of 301.03%, while the net profit attributable to shareholders was -598 million yuan, showing a 13.89% increase [2] - Among the top ten circulating shareholders, new entrants include E Fund Healthcare Industry Mixed A and Southern CSI 1000 ETF, while some previous shareholders have exited the list [2]

截至9月30日，智飞生物股东户数13.16万，较上期减少3.17%；人均流通股10750股，较上期增加 3.28%。2025年1月-9月，智飞生物实现营业收入76.27亿元，同比减少66.53%；归母净利润-12.06亿元， 同比减少156.10%。 分红方面，智飞生物A股上市后累计派现73.18亿元。近三年，累计派现31.94亿元。 机构持仓方面，截止2025年9月30日，智飞生物十大流通股东中，香港中央结算有限公司位居第三大流 通股东，持股3356.08万股，相比上期减少278.88万股。易方达创业板ETF（159915）位居第五大流通股 东，持股2415.90万股，相比上期减少405.65万股。华泰柏瑞沪深300ETF（510300）位居第六大流通股 东，持股2042.08万股，相比上期减少96.46万股。招商国证生物医药指数A（161726）位居第九大流通 股东，持股1615.47万股，相比上期减少274.48万股。易方达沪深300医药ETF（512010）位居第十大流 通股东，持股1499.56万股，相比上期减少470.11万股。 责任编辑：小浪快报 11月11日，智飞生物涨1.16%，成交额8.9 ...

Core Viewpoint - Siron Biotech's stock showed a slight increase of 0.65% on November 11, with a trading volume of 21.6453 million yuan, indicating stable market interest in the company [1]. Financing Summary - On November 11, Siron Biotech had a financing buy-in amount of 3.2277 million yuan and a financing repayment of 3.3749 million yuan, resulting in a net financing outflow of 0.1472 million yuan [1]. - The total financing and securities balance for Siron Biotech reached 161 million yuan, which accounts for 6.05% of its circulating market value, indicating a high level of financing activity compared to the past year [1]. - The company had no short-selling activity on November 11, with both short-selling repayment and selling amounts recorded at zero, reflecting a lack of bearish sentiment in the market [1]. Company Performance Summary - As of September 30, Siron Biotech had 6,635 shareholders, a decrease of 14.10% from the previous period, while the average number of circulating shares per shareholder increased by 183.92% to 16,310 shares [2]. - For the period from January to September 2025, Siron Biotech reported a revenue of 175 million yuan, representing a year-on-year growth of 1.07%, and a net profit attributable to shareholders of 64.2107 million yuan, which is a 2.01% increase year-on-year [2]. - Since its A-share listing, Siron Biotech has distributed a total of 248 million yuan in dividends, with 150 million yuan distributed over the past three years [2].

登录新浪财经APP 搜索【信披】查看更多考评等级 证券代码:002880 证券简称:卫光生物 公告编号:2025-047 深圳市卫光生物制品股份有限公司 第四届董事会第五次会议决议公告 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、董事会会议召开情况 深圳市卫光生物制品股份有限公司（以下简称公司）第四届董事会第五次会议于2025年11月11日，在公 司办公楼四楼会议室以现场结合通讯的方式召开。本次会议应参加董事9名，实际参加董事9名，公司高 级管理人员列席了会议。本次会议由董事长张战先生主持，会议的召集、召开和表决程序符合《公司 法》等有关法律、法规及《公司章程》的规定。 二、董事会会议审议情况 会议经逐项审议，书面表决，审议通过了以下议案： 1.审议通过了《关于聘任董事会秘书的议案》; 本议案经提名委员会审议通过后，提交董事会审议。 董事会经审议同意聘任刘雪芬女士担任公司董事会秘书，任期自本次董事会审议通过之日起至第四届董 事会届满之日止。具体内容详见同日刊登在指定信息披露媒体及巨潮资讯网(www.cninfo.com.cn)的《关 于变更董事会秘书的 ...

Core Viewpoint - The company Aide Biology (300685.SZ) plans to repurchase shares using its own and/or self-raised funds, with a total repurchase amount between 100 million and 200 million yuan [1] Group 1 - The company has obtained a loan commitment letter from Industrial Bank Co., Ltd. Xiamen Branch for an amount not exceeding 100 million yuan [1] - The loan is intended specifically for the purpose of repurchasing the company's stock [1] - The loan term is set for a maximum of 36 months [1]

（文章来源：证券日报） 证券日报网讯华兰生物11月11日在互动平台回答投资者提问时表示，公司具有稳定、持续的现金流用于 日常经营，同时，公司响应国家号召，积极向全体股东分红，与全体股东共享公司经营发展成果，提高 公司长期投资价值，增强投资者的获得感。2025年1-9月份，公司营业收入为33.79亿元，较上年同期下 降3.2%，归属于上市公司股东的扣除非经常性损益的净利润为7.42亿元，较上年同期下降9.17%，主要 原因系公司控股子公司华兰疫苗销售后移，收入和净利润下降较多，随着四季度流感疫苗销售收入增 加，预计经营业绩会有所改善。 ...

资金流向方面，该股今日全天主力资金净流入4268.43万元。（数据宝） 金迪克11月11日龙虎榜 | 买入营业部名称 | 买入金额(万元) | | --- | --- | | 东方财富证券股份有限公司拉萨团结路第二证券营业部 | 1076.31 | | 华泰证券股份有限公司江西分公司 | 998.80 | | 高盛(中国)证券有限责任公司上海浦东新区世纪大道证券营业部 | 833.64 | | 国新证券股份有限公司北京月坛证券营业部 | 611.39 | | 国泰海通证券股份有限公司总部 | 531.19 | | 卖出营业部名称 | 卖出金额(万元) | | 开源证券股份有限公司西安西大街证券营业部 | 2010.57 | | 高盛(中国)证券有限责任公司上海浦东新区世纪大道证券营业部 | 1338.12 | | 华泰证券股份有限公司江西分公司 | 1109.86 | | 东方财富证券股份有限公司拉萨团结路第二证券营业部 | 850.19 | | 国泰海通证券股份有限公司总部 | 835.64 | 11月11日金迪克（688670）收盘价24.97元，收盘涨停，全天换手率10.90%，振幅16.46%，成交额 ...