亨迪药业1月13日公告，预计2025年归母净利润3100万元-3900万元，同比下降66.14%-57.40%。业绩变 动主要由于主产品布洛芬原料药及部分特色原料药产品市场竞争加剧，毛利率下降；现金管理利息收入 因利率下降减少。 ...

| | 板块名称 涨跌幅 (%) 板块资金流向 | | 净流入最大 | | --- | --- | --- | --- | | 电网设备 | 1.14 | 19.56亿元 | 特变电工 | | 医疗器械 | 1.28 | 13.32亿元 | 迈瑞医疗 | | 化学制药 | 1.23 | 11.16亿元 | 尔康制药 | | 能源金属 | 1.5 | 9.84亿元 | 赣锋锂业 | | 生物制品 | 2.53 | 9.09亿元 | 康乐卫士 | | 游戏 | 1.22 | 8.86亿元 | 掌趣科技 | | 医疗服务 | 3.45 | 8.42亿元 | 国际医学 | | --- | --- | --- | --- | | | 1.94 | 5.28亿元 | 海王生物 | | 银行 | 0.67 | 4.84亿元 | 农业银行 | | | 3.54 | 4.75亿元 | 湖南白银 | | 医药商业 贵金属 | | | | *数据仅供参考，不构成投资建议 据交易所数据显示，截至1月13日收盘，大盘主力资金净流出1805.56亿元。主力资金流入前十大板块分别为： 电网设备（19.56亿元）、 医疗器械（13.32亿 ...

来源：新浪证券-红岸工作室 1月13日，海普瑞涨0.73%，成交额7838.59万元，换手率0.50%，总市值182.38亿元。 异动分析 创新药+生物疫苗+CRO概念+人民币贬值受益 1、2024年年报，海普瑞于 1998 年成立于深圳，是拥有 A+H 双融资平台的领先跨国制药企业，主要业 务覆盖肝素产业链、生物大分子 CDMO 和创新药物的投资、开发及商业化，致力于为全球患者带去高 质量的安全有效药物和服务，护佑健康。 2、赛湾生物具备向客户提供mRNA疫苗开发及生产CDMO服务的能力。赛湾生物凭借优秀的工艺开 发、准时交付以及成功的运营能力，继续推进mRNA疫苗供应链的工作，支持全球多个已商业化的 mRNA疫苗的生产。 3、深圳市海普瑞药业集团股份有限公司的主营业务是肝素产业链，生物大分子CDMO和创新药物的投 资，开发及商业化。 4、根据2024年年报，公司海外营收占比为93.04%，受益于人民币贬值。 区间今日近3日近5日近10日近20日主力净流入264.46万-158.62万-28.93万-587.36万-643.10万 主力持仓 主力没有控盘，筹码分布非常分散，主力成交额1698.58万，占总成 ...

据天眼查APP显示，湖南尔康制药股份有限公司成立于2003年10月22日，注册资本206260.487万人民 币。（数据宝） （文章来源：证券时报网） 数据宝统计，截至14:19，尔康制药成交额15.63亿元，创2022年3月23日以来新高。最新股价上涨 19.95%，换手率25.69%。上一交易日该股全天成交额为1.86亿元。 ...

Group 1 - The core point of the article highlights that Yaoshi Technology has achieved a record trading volume of 1.887 billion yuan, marking a new high since its listing [2] - The latest stock price of Yaoshi Technology has increased by 2.77%, with a turnover rate of 19.18% [2] - The trading volume for the previous trading day was reported at 1.337 billion yuan [2]

Group 1 - Hendi Pharmaceutical experienced a 5% increase in stock price, reaching 13.65 CNY per share, with a trading volume of 136 million CNY and a turnover rate of 2.41%, resulting in a total market capitalization of 5.7 billion CNY [1] - Hendi Pharmaceutical, established on December 29, 1995, is located in Jingmen City, Hubei Province, and was listed on December 22, 2021. The company specializes in the research, production, and sales of chemical raw materials and formulations [1] - The main revenue composition of Hendi Pharmaceutical includes non-steroidal anti-inflammatory drugs (68.06%), cardiovascular products (16.08%), other products (8.86%), and anti-tumor drugs (6.99%) [1] Group 2 - According to data from the top ten holdings of funds, one fund under Dongfang Fund has a significant position in Hendi Pharmaceutical. The Dongfang Quantitative Multi-Strategy Mixed A Fund (006785) held 11,600 shares in the third quarter, accounting for 0.43% of the fund's net value, ranking as the sixth largest holding [2] - The Dongfang Quantitative Multi-Strategy Mixed A Fund (006785) was established on February 22, 2019, with a latest scale of 28.7844 million CNY. The fund has achieved a year-to-date return of 10.05%, ranking 895 out of 8,836 in its category, and a one-year return of 56.94%, ranking 1,801 out of 8,091 [2] - The fund manager, Wang Huaixun, has been in position for 3 years and 243 days, with the total asset scale of the fund at 799 million CNY. During his tenure, the best fund return was 70.43%, while the worst was -0.06% [2]

1月13日，医药板块整体表现活跃，数据显示，医疗服务、生物制品、医药商业、化学制药等板块涨幅 居前。 截至记者发稿，个股中，诺思格（301333）、泓博医药（301230）、博济医药（300404）、华人健康 （301408）等多只个股"20CM"涨停，澳洋健康（002172）、百花医药（600721）、美年健康 （002044）等多只个股"10CM"涨停，嘉和美康、成都先导、药明康德（603259）、安必平、卫宁健康 （300253）、药石科技（300725）等多股跟涨。 湘财证券指出，医保支付层面的突破为商业化注入确定性，脑机接口服务收费立项逐步推广，减轻患者 负担的同时调动医疗机构积极性。消费级应用亦开始探索，如脑控智能家居、脑电驾驶辅助等。中长期 看，脑机接口与 AI、人形机器人的协同可能开辟新增长极。 上市公司业绩方面，创新药企业的业绩表现亮眼。1月12日，药明康德发布2025年度业绩预告，预计归 属于上市公司股东的净利润为191.51亿元，同比增长约102.65%。 北京止于至善投资管理有限公司总经理何理对《证券日报》记者表示，从基本面来看，预计会有更多创 新药企业扭亏为盈，财务显著改善。国内创新 ...

Group 1: Chemical Sector Performance - The chemical index outperformed the oil index last week, with all chemical indices rising. The chemical raw materials index increased by 5.14%, the chemical machinery index rose by 7.20%, the chemical pharmaceuticals index climbed by 7.33%, and the pesticide and fertilizer index went up by 5.10% [1] - In the oil sector, the oil processing index increased by 0.65%, while the oil extraction index fell by 3.82%, and the oil trading index rose by 4.88% [1] Group 2: Oil Price Movements - International crude oil prices showed mixed trends. As of January 9, the settlement price for West Texas Intermediate (WTI) crude oil was $59.12 per barrel, up 3.14% from January 2. The settlement price for Brent crude oil was $63.34 per barrel, up 4.26% from January 2 [1] Group 3: Petrochemical Product Price Changes - The top five petrochemical products with the highest price increases were battery-grade lithium carbonate (up 18.21%), butadiene (up 10.37%), isooctyl acrylate (up 8.23%), diethylene glycol (up 5.90%), and polybutadiene rubber (up 4.86%). The top five products with the largest price declines were liquid chlorine (down 31.25%), glycine (down 4.55%), vitamin D3 (down 4.00%), mancozeb (down 3.45%), and acrylonitrile (down 3.33%) [1] Group 4: Capital Market Performance of Listed Chemical Companies - The top five listed chemical companies with the highest stock price increases were Puli Tech (up 42.59%), Dawi Technology (up 35.34%), Sanfu Co. (up 32.29%), Guofeng Plastics (up 30.63%), and Tongcheng New Materials (up 30.54%). The bottom five companies with the largest stock price declines were Evergrande High-tech (down 13.05%), Jiabiyou (down 12.16%), Hangzhou High-tech (down 11.24%), Yahua Group (down 6.59%), and Fengshen Co. (down 5.48%) [2]

据交易所数据显示，截至1月13日开盘一小时，大盘主力资金净流出848.76亿元。主力资金流入前十大 板块分别为： 医疗服务（13.41亿元）、 银行（11.44亿元）、生物制品（10.78亿元）、 医疗器械 （10.36亿元）、化学制药（9.32亿元）、 证券（9.17亿元）、 能源金属（5.95亿元）、 游戏（3.55亿 元）、教育（3.44亿元）、 中药（2.06亿元）。 ...

Core Viewpoint - Zhejiang Haizheng Pharmaceutical Co., Ltd. is establishing a joint venture with Zhongyu Pet Food (Luohe) Co., Ltd. to enhance its strategic layout in the animal health non-drug sector, leveraging both companies' resources and capabilities in the pet food market [1][2]. Group 1: Joint Venture Details - The joint venture will be named Zhejiang Haizheng Zhongyu Animal Nutrition Technology Co., Ltd. and will focus on the production, research, and sales of pet prescription food [2][3]. - The registered capital of the joint venture is set at 50 million RMB, with Haizheng Animal Health contributing 30 million RMB (60%) and Zhongyu Pet Food contributing 20 million RMB (40%) [3][4]. - Haizheng Animal Health will contribute its 100% stake in Haizheng Nutrition Technology, valued at approximately 9.93 million RMB, along with cash [3][4]. Group 2: Financial and Operational Background - Zhongyu Pet Food reported total assets of 562.82 million RMB and a net profit of 72.64 million RMB for the year ending December 31, 2024, with a significant increase in assets to 896.95 million RMB and net profit of 84.94 million RMB for the first nine months of 2025 [2][3]. - The joint venture aims to invest a total of 236.1 million RMB in future projects, with 204.26 million RMB requiring approval, and plans to finance through shareholder contributions and commercial loans [5][6]. Group 3: Governance and Rights - The joint venture's governance structure includes a board of directors with five members, where Haizheng Animal Health can nominate three directors and Zhongyu Pet Food can nominate two [9]. - Shareholders have rights regarding equity transfer restrictions, preemptive rights for future capital increases, and access to company information [10][12][13]. Group 4: Compliance and Restrictions - The joint venture will adhere to competitive restrictions, preventing shareholders from engaging in competing businesses during their shareholding period and for one year after [16][17]. - Any breach of obligations under the agreement will result in liability for damages, including legal fees [18][19].