中国经济网北京9月1日讯奥锐特（605116）(605116.SH)近日发布了股东减持股份计划公告。因部分合 伙人自身资金需求，自公告发布之日起15个交易日后的3个月内(窗口期不减持)，天台铂融投资合伙企 业(有限合伙)(以下简称"天台铂融")拟通过集中竞价、大宗交易方式减持公司股份不超过2,176,600股， 即不超过公司总股本的0.54%。公司实际控制人不参与本次减持。 截至公告发布日，公司的股份总数为406,195,234股，天台铂融及其一致行动人浙江桐本投资有限公司、 天台铂恩投资管理合伙企业(有限合伙)合计持有公司股份170,096,400股，占公司总股本的41.88%。其中 天台铂融持有公司股份9,907,200股，占公司总股本的2.44%，浙江桐本持有公司股份153,583,200股，占 公司总股本的37.81%，天台铂恩持有公司股份6,606,000股，占公司总股本的1.63%。上述股份均来源于 公司首次公开发行股票前取得的股份。 奥锐特发布的《关于公司2024年度募集资金存放与实际使用情况的专项报告》显示，根据中国证券监督 管理委员会《关于同意奥锐特药业股份有限公司向不特定对象发行可转换公司 ...

9月1日，悦康药业涨5.16%，截至发稿，报28.95元/股，成交1.59亿元，换手率1.26%，总市值130.28亿 元。 资料显示，悦康药业集团股份有限公司位于北京市北京经济技术开发区宏达中路6号，成立日期2001年8 月14日，上市日期2020年12月24日，公司主营业务涉及悦康药业定位于高端化学药的研发与生产,报告 期内主营业务收入主要集中在心脑血管药物、消化系统药物、糖尿病用药以及抗感染药物等。银杏叶提 取物注射液、天麻素注射液、注射用兰索拉唑、奥美拉唑肠溶胶囊、盐酸二甲双胍缓释片、注射用头孢 呋辛钠、注射用头孢曲松钠对公司收入贡献占比较大或未来增长潜力较大,是公司的主要产品。主营业 务收入构成为：心脑血管类55.67%，抗感染20.88%，原料药8.73%，消化系统类6.87%，降糖类4.85%， 其他2.62%，其他(补充)0.36%，技术服务0.02%。 从悦康药业十大流通股东角度 数据显示，南方基金旗下1只基金位居悦康药业十大流通股东。南方医药保健灵活配置混合A （000452）二季度持有股数726.77万股，持股数量与上期相比不变，占流通股的比例为1.62%。根据测 算，今日浮盈赚取约10 ...

9月1日，昊帆生物涨5.23%，截至发稿，报58.20元/股，成交1.16亿元，换手率4.82%，总市值62.86亿 元。 数据显示，汇添富基金旗下1只基金位居昊帆生物十大流通股东。汇添富医药保健混合（470006）二季 度新进十大流通股东，持有股数60.25万股，占流通股的比例为1.5%。根据测算，今日浮盈赚取约 174.11万元。 资料显示，苏州昊帆生物股份有限公司位于江苏省苏州高新区长亭路1号，成立日期2003年12月2日，上 市日期2023年7月12日，公司主营业务涉及多肽合成试剂、蛋白质交联剂以及分子砌块的研发与销售。 从昊帆生物十大流通股东角度 风险提示：市场有风险，投资需谨慎。本文为AI大模型自动发布，任何在本文出现的信息（包括但不 限于个股、评论、预测、图表、指标、理论、任何形式的表述等）均只作为参考，不构成个人投资建 议。 责任编辑：小浪快报 汇添富医药保健混合（470006）基金经理为郑磊。 截至发稿，郑磊累计任职时间10年262天，现任基金资产总规模70.72亿元，任职期间最佳基金回报 53.42%， 任职期间最差基金回报-21.99%。 汇添富医药保健混合（470006）成立日期201 ...

双鹭药业（002038.SZ）9月1日在投资者互动平台表示，公司GLP-1长效制剂没有专利问题，目前正在 充实资料，做好申报准备，具体申报时间尚不确定。 （文章来源：每日经济新闻） 每经AI快讯，有投资者在投资者互动平台提问：请问度拉糖肽是不是有专利问题？不然为什么迟迟不 报审？ ...

福建华策品牌定位咨询创始人詹军豪在接受《证券日报》记者采访时表示，研发投入对上市公司发展至 关重要，是推动创新和技术进步的主要动力，能助力企业开发新产品、改进现有产品，从而提升竞争 力。 A股上市公司2025年半年报披露收官。中国上市公司协会数据显示，上半年，上市公司加快培育创新动 能，全市场研发投入超8100亿元。 以比亚迪为例，2025年上半年，公司研发投入为308.8亿元，同比增长53.05%，远超同期净利润增速。 公司称，上半年坚守"技术为王、创新为本"的发展理念，成功在电池、电子及新能源汽车等多个领域持 续创新，不仅打破了海外品牌长期垄断，更推动全球汽车市场格局重塑。 半导体等行业研发强度居前 据中国上市公司协会数据，今年上半年，全市场上市公司研发投入同比增长3.27%，增速较去年同期提 升近2个百分点。整体研发强度为2.33%，同比小幅提升。 苏商银行特约研究员武泽伟对《证券日报》记者表示："全市场上市公司的研发投入连续增长。政策层 面，国家创新驱动发展战略的深入实施，为企业研发提供了政策支持和税收优惠。资本市场层面，市场 对科技企业的估值也进一步激励企业加大创新投入。展望未来，随着科技创新在国家 ...

Group 1: Company Insights - Kangliang Pharmaceutical's first innovative drug ALK-N001/QHL-1618 is expected to receive clinical approval in April 2025, currently in Phase I trials with two dose escalations completed [1] - Mindray Medical has launched the world's first clinically implemented critical care large model, named Qiyuan, and has established a subsidiary for animal healthcare [2] - Transsion Holdings is focusing on user value with its Practical I strategy, enhancing AI features in mid-range products, and has achieved a market share of nearly 40% in the Philippines [3] Group 2: Financial Performance and Strategy - Kangliang Pharmaceutical's R&D budget is capped at approximately 300 million yuan, with a significant reduction in generic drug investment starting in 2026 [1] - Mindray Medical's imaging solution "Ruiying·AI+" was developed in collaboration with DeepSeek, indicating a strategic push into AI-driven medical imaging [2] - Transsion Holdings reported a 1.49 percentage point increase in gross margin to 20.76% in Q2 2025, with R&D expenses primarily directed towards AI technology and mid-to-high-end imaging [3] Group 3: Market Position and Future Outlook - Huate Gas has entered the supply chain of major domestic GaN and SiC manufacturers, indicating strong positioning in the semiconductor market [3] - Jialian Technology is ramping up production capacity in Thailand, with plans to enhance efficiency through automation and has established partnerships in the 3D printing sector [3]

Group 1: Technology Sector Performance - The technology sector in the A-share market has shown significant performance, with Industrial Fulian's market value surpassing 1 trillion yuan and the communication and electronics industries experiencing a monthly increase of over 20% [1] - Many technology companies reported impressive earnings in their semi-annual reports, reflecting the effectiveness of increased R&D investments [1][5] - The overall trend indicates that Chinese technology enterprises are solidifying their technological foundations, contributing to the economic transformation [1] Group 2: Overall Market Recovery - As of August 31, 5424 A-share companies disclosed their semi-annual reports, achieving a total revenue of approximately 34.9 trillion yuan, a year-on-year increase of 0.03% [2] - The net profit attributable to shareholders reached about 2.99 trillion yuan, marking a year-on-year growth of 2.45% [2] - A significant portion of companies, 2908, reported a year-on-year increase in net profit, indicating a recovery across various industries, including agriculture, steel, and electronics [2][3] Group 3: Mid-Year Dividend Trends - A record high of 810 companies announced mid-year cash dividend plans, with a total proposed payout of 6428.08 billion yuan, reflecting a year-on-year increase of 9.56% in dividend amounts [6] - Among companies with dividends exceeding 1 billion yuan, state-owned enterprises account for about 30% [6] - The banking sector has also seen a notable increase in mid-year dividends, with 17 banks disclosing dividend plans, including seven banks that are implementing dividends for the first time since their listings [7] Group 4: R&D Investment - A-share companies reported over 810 billion yuan in R&D investments in the first half of 2025, with several industries, including software development and biopharmaceuticals, showing high R&D intensity [12] - Six companies, including BYD and China Mobile, each invested over 10 billion yuan in R&D [12] Group 5: Mergers and Acquisitions Trends - The A-share market is witnessing a shift in mergers and acquisitions from "buying scale" to "acquiring technology," with a notable increase in transactions involving core technologies [11] - In 2025, there have been 21 merger and acquisition projects focused on core technologies, totaling 2.569 billion yuan [11]

Group 1 - The core viewpoint of the article emphasizes the importance of R&D investment for the development of listed companies in China, with a total R&D expenditure exceeding 810 billion yuan in the first half of 2025 [1] - R&D investment among listed companies increased by 3.27% year-on-year, with an overall R&D intensity of 2.33%, reflecting a slight improvement [2] - The semiconductor and other high-tech industries are leading in R&D intensity, with the ChiNext, STAR Market, and Beijing Stock Exchange showing intensities of 4.89%, 11.78%, and 4.63% respectively, indicating a stronger focus on technology [2] Group 2 - Six companies reported R&D expenditures exceeding 10 billion yuan in the first half of 2025, including BYD, China State Construction, ZTE, China Mobile, SAIC Motor, and CATL [3] - BYD's R&D investment reached 30.88 billion yuan, a 53.05% increase year-on-year, highlighting its commitment to innovation in the electric vehicle sector [3] - CATL invested 10.095 billion yuan in R&D, a 17.84% increase, and has established multiple R&D centers globally, reinforcing its leadership in the battery industry [3] Group 3 - Traditional industries are also increasing their R&D investments significantly, with companies like Jiaozuo Wanfang Aluminum reporting a staggering 869.97% increase in R&D spending [4][5] - The article suggests that technological innovation is crucial for maintaining competitive advantage, especially in high-tech and advanced manufacturing sectors [4] - Future trends indicate that competition in fields such as artificial intelligence, new energy, and biomedicine will drive companies to continuously increase their R&D expenditures [5]

Core Viewpoint - The company is proposing a plan for the distribution of profits and the issuance of corporate bonds to enhance its financial structure and support operational needs [1][2][3]. Profit Distribution Plan - The company plans to distribute a cash dividend of 1.00 yuan (including tax) for every 10 shares held, based on a total net profit of approximately 975.49 million yuan for the first half of 2025 [1][2]. - The proposed cash dividend distribution accounts for 10.65% of the net profit attributable to shareholders for the first half of 2025 [2]. Corporate Bond Issuance - The company intends to issue corporate bonds with a total amount not exceeding 3 billion yuan, with the specific issuance scale to be determined by the board based on funding needs and market conditions [4][5]. - The bonds will have a face value of 100 yuan each and will be issued at par [4]. - The proposed bond term is not to exceed 7 years, with the possibility of multiple maturities [4]. - The bonds will be fixed-rate, with interest paid annually, and the specific interest rate will be determined based on market conditions at the time of issuance [4][5]. Fund Utilization - The proceeds from the bond issuance will be used for repaying interest-bearing debts, supporting investments and acquisitions, and supplementing working capital [5]. Authorization and Governance - The company seeks authorization from shareholders for the board to manage the bond issuance process, including adjustments to the issuance terms based on market conditions [7][8].

截至2025年8月29日收盘，圣诺生物（688117）报收于42.25元，较上周的43.31元下跌2.45%。本周，圣 诺生物8月25日盘中最高价报44.84元。8月28日盘中最低价报39.39元。圣诺生物当前最新总市值66.5亿 元，在化学制药板块市值排名83/150，在两市A股市值排名2630/5152。 复尊敬的投资者您好，公司能够获得众多国内知名药企的认可并建立长期CDMO合作关系，核心在于公 司持续构建的技术积淀与深度契合客户需求的服务能力。公司凭借多肽合成和修饰核心技术优势，在多 肽药物研发生产领域获得较高的知名度和认可度。同时，公司深刻理解创新药研发的差异化需求，制定 技术路线、产品研发方案、价格、服务流程等差异化订单模式。在服务中，公司将二十余年来积累的大 量专利与非专利技术运用于客户订单，以专业、高质量、高效率的服务模式实现研发成果的交付，获得 了客户的广泛认可。感谢您对公司的关注。 复尊敬的投资者您好，公司通过募投项目"年产395千克多肽原料药生产线项目"、"制剂产业化技术改造 项目"及公司自有资金建设项目"多肽创新药CDMO、原料药产业化项目"新建106、107、108原料药车间 扩充产 ...