Group 1 - The core point of the announcement is the adjustment of the conversion price for the company's convertible bonds "Kangtai Zhuan 2" from 15.82 CNY to 15.73 CNY per share, effective from June 6, 2025 [1][2] - The adjustment is based on the company's 2024 annual equity distribution plan, which includes a cash dividend of 0.90 CNY per 10 shares, with no stock dividends or capital reserve transfers [2] - The adjustment formula used for the conversion price is P1 = P0 - D, where P0 is the previous conversion price and D is the cash dividend per share [2] Group 2 - The company issued 20 million convertible bonds on July 15, 2021, under the code "Kangtai Zhuan 2" [1] - The adjustment of the conversion price is in accordance with relevant laws and regulations, as well as the terms outlined in the bond issuance prospectus [1][2] - The effective date for the new conversion price will be the day after the equity distribution, which is June 6, 2025 [2]

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]

5月27日，市场主要指数继续走低，个股涨跌参半，95只个股涨停，5只个股跌停，市场热点聚焦核电、固态电池、创新药、新消费等板块。 高位股方面，核电板块中超控股17天11板、百利电气8天5板、哈焊华通、融发核电3连板，化纤板块苏州龙杰13天9板、尤夫股份11天6板，IP经 济概念股京华激光6天5板、莱绅通灵6天5板。 | 代码 | 名称 | 几天几板 涨停分析 | 价格 | 涨幅% | 换手率 | 成交额 | 首次涨停时间 | | --- | --- | --- | --- | --- | --- | --- | --- | | 002471 | 中超控股 | 8大6枚 曾研发外骨骼机器人用电缆 5.70 | | +10.04% 29.96% | | 21.51 乙 | 10:28:57 | | 603607 | 京华激光 | 6天5板 IP经济+激光防伪包装材料+ 32.04 | | +9.99% | 10.70% | 6.12 Z | 09:30:00 | | 603900 | 莱细通灵 | 6天5板 艺术黄金+珠宝首饰+IP经济 13.86 | | +10.00% | 16.13% | 7.27 乙 | ...

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].

太阳能：拟1亿-2亿元回购股份用于注销 5月26日晚，太阳能（000591）发布公告称，公司拟使用自筹资金以集中竞价交易方式回购部分A股股 份，用于依法注销减少注册资本。回购资金总额不低于1亿元且不高于2亿元，回购价格不超过6.69元/ 股。 资料显示，太阳能成立于1993年4月，主营业务是光伏电站的投资运营，光伏电池、组件的研发、生产 和销售。 所属行业：公用事业–电力–光伏发电 润阳科技：拟3亿元增资上海傅利叶智能科技有限公司 5月26日晚，润阳科技（300920）发布公告称，公司拟与上海傅利叶智能科技有限公司签订《投资意向 协议》，以不超过3亿元的现金增资傅利叶，傅利叶投前估值为80亿元。 资料显示，润阳科技成立于2012年10月，主营业务是聚烯烃发泡材料的研发、生产及销售。 所属行业：基础化工–塑料–其他塑料制品 恒瑞医药：子公司SHR-4712注射液临床试验获得批准 5月26日晚，恒瑞医药（600276）发布公告称，子公司广东恒瑞医药有限公司、上海盛迪医药有限公司 收到国家药品监督管理局核准签发的SHR-4712注射液《药物临床试验批准通知书》，即将开展治疗晚 期实体瘤的临床试验。 资料显示，恒瑞医 ...

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 ...

Core Viewpoint - The stock price of Giant Bio (HK02367) experienced a significant decline following allegations of product fraud related to its brand, Kefu Mei, which led to a public statement denying the accusations and asserting compliance with regulatory standards [9][10]. Group 1: Company Performance - As of May 26, Giant Bio's stock opened with a drop exceeding 8%, later narrowing to a decline of 3.52% [1]. - The company's market capitalization is approximately 80 billion HKD [11]. - Kefu Mei, a brand under Giant Bio, reported sales revenue exceeding 4.5 billion CNY in 2024, reflecting a year-on-year growth of 62.9% [10]. Group 2: Industry Context - The A-share market saw a collective decline in stocks related to recombinant protein, with notable drops in companies such as Ruizhi Pharmaceutical and Sanofi Guojian, each falling nearly 6% [2]. - The market reaction indicates a broader concern regarding the credibility of companies in the recombinant protein sector following the allegations against Giant Bio [2].