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永安药业:公司股价短期涨幅较大已严重偏离大盘走势 存在较高的炒作风险
news flash· 2025-06-15 07:48
智通财经6月15日电,永安药业(002365.SZ)公告称,近期公司股价短期涨幅较大,已严重偏离大盘走 势,存在较高的炒作风险。但公司基本面没有重大变化,也不存在应披露未披露的重大信息。2025年一 季度,公司处于亏损状态。根据中证指数有限公司的数据显示,截至本公告披露时,公司最新的静态市 净率、滚动市盈率、市净率均高于公司所属中上协行业分类"医药制造业"水平。公司已连续多日发布股 票交易异常波动公告,特别提醒广大投资者注意二级市场交易风险,理性决策,审慎投资。 永安药业:公司股价短期涨幅较大已严重偏离大盘走势 存在较高的炒作风险 ...
东富龙申请用于微流体混合的单级混合器及多级混合器专利,提高了两相液体的混合效果
Jin Rong Jie· 2025-06-14 10:07
Core Viewpoint - Dongfulong Life Science Technology Co., Ltd. has applied for a patent for a single-stage and multi-stage mixer for microfluidic mixing, indicating its focus on innovation in pharmaceutical engineering technology [1] Company Overview - Dongfulong Life Science Technology Co., Ltd. was established in 2015 in Shanghai, primarily engaged in the pharmaceutical manufacturing industry, with a registered capital of 100 million RMB [2] - Dongfulong Technology Group Co., Ltd. was founded in 1993 in Shanghai, focusing on specialized equipment manufacturing, with a registered capital of approximately 765.83 million RMB [2] Patent Details - The patent application, published as CN120132922A, was filed on December 2023 and pertains to a microfluidic mixer designed to enhance the mixing effect of two-phase liquids and improve the quality of nanoparticle formation [1] - The mixer includes a diversion section, a convergence section, and at least one liquid level conversion section, which allows for the alteration of the boundary order of liquids to facilitate better mixing [1]
南通立洋化学等申请一种 2-氰基吡啶的纯化方法专利 能将 2-氰基吡啶提纯至 99.99%
Jin Rong Jie· 2025-06-14 07:05
金融界 2025 年 6 月 14 日消息,国家知识产权局信息显示,南通立洋化学有限公司;南通醋酸化工股份 有限公司申请一项名为"一种 2-氰基吡啶的纯化方法"的专利,公开号 CN120136782A,申请日期为 2023 年 12 月。 南通醋酸化工股份有限公司,成立于1959年,位于南通市,是一家以从事化学原料和化学制品制造业为 主的企业。企业注册资本20738.1万人民币。通过天眼查大数据分析,南通醋酸化工股份有限公司共对 外投资了15家企业,参与招投标项目13次,财产线索方面有商标信息6条,专利信息173条,此外企业还 拥有行政许可25个。 专利摘要显示,本发明公开了一种 2‑氰基吡啶的纯化方法,属于化工技术领域。本发明 2‑氰基吡啶的 纯化方法包括:在以 2‑甲基吡啶为原料,氨氧催化制备 2‑氰基吡啶粗品过程中,将得到的 2‑氰基吡啶 粗品经过装有金属吸附剂的吸附柱进行吸附除杂,即得到纯品 2‑氰基吡啶;所述金属吸附剂为 Li、 Cs、Be、Rb 中的两种或多种金属与石墨烯复合而成。通过该方法能够将纯度为 99.8%的 2‑氰基吡啶提 纯至 99.99%,得到高品质的 2‑氰基吡啶,同时无需回流回流 ...
国常会:更大力度推动房地产市场止跌回稳
证券时报· 2025-06-13 13:25
事关"好房子"、药品集采等。 6月13日,国务院总理李强主持召开国务院常务会议,部署中国(上海)自由贸易试验区试点措施复制推广工作;听取构建房地产发展新模式和推进好房子建设有 关情况汇报;审议通过《关于进一步完善信用修复制度的实施方案》;研究优化药品和耗材集采有关举措。 会议指出,要用好中国(上海)自由贸易试验区全面对接国际高标准经贸规则的试点经验,在更大范围释放制度创新红利,以高水平开放推动深层次改革、高质量 发展。要因地制宜做好复制推广工作,充分考虑各地实际情况,重点推进企业和群众急需的试点举措,做好与其他改革开放试点措施的相互协调、相互衔接。要在 守住风险底线的前提下,更大力度开展制度型开放试验,加快构建更高水平开放型经济新体制。 建设自由贸易试验区是党中央在新时代推进改革开放的重要战略举措。2013年至今,我国分7批设立了上海、广东、辽宁、山东、北京等22个 自由贸易试验区 ,形 成了覆盖东西南北中,统筹沿海、内陆、沿边的改革开放创新格局。 作为对标国际高标准经贸规则和推进高水平制度型开放的"先行先试"示范区,上海自由贸易试验区及主要片区不断推动开放创新,助推上海外贸高质量发展。2024 年,上海自由 ...
国常会:更大力度推动房地产市场止跌回稳
证券时报· 2025-06-13 13:24
会议指出,要用好中国(上海)自由贸易试验区全面对接国际高标准经贸规则的试点经验,在更大范围释放制度创新红利,以高水平开放推动深层次改革、高质量 发展。要因地制宜做好复制推广工作,充分考虑各地实际情况,重点推进企业和群众急需的试点举措,做好与其他改革开放试点措施的相互协调、相互衔接。要在 守住风险底线的前提下,更大力度开展制度型开放试验,加快构建更高水平开放型经济新体制。 建设自由贸易试验区是党中央在新时代推进改革开放的重要战略举措。2013年至今,我国分7批设立了上海、广东、辽宁、山东、北京等22个 自由贸易试验区 ,形 成了覆盖东西南北中,统筹沿海、内陆、沿边的改革开放创新格局。 事关"好房子"、药品集采等。 6月13日,国务院总理李强主持召开国务院常务会议,部署中国(上海)自由贸易试验区试点措施复制推广工作;听取构建房地产发展新模式和推进好房子建设有 关情况汇报;审议通过《关于进一步完善信用修复制度的实施方案》;研究优化药品和耗材集采有关举措。 做好中国(上海)自由贸易试验区试点措施复制推广工作 作为对标国际高标准经贸规则和推进高水平制度型开放的"先行先试"示范区,上海自由贸易试验区及主要片区不断推动开放 ...
投资大家谈 | 景顺长城科技军团6月观点
点拾投资· 2025-06-13 11:51
Core Viewpoints - The rise of China's technology industry has become a focal point in the global capital market, with significant breakthroughs in AI and other sectors boosting market confidence [2] - The current low valuation of A-shares presents structural investment opportunities, particularly in new productive forces and cyclical sectors benefiting from economic recovery [3] - The AI sector continues to show promise, with ongoing developments in computing infrastructure and applications, indicating a stable demand and potential for growth [4][6] Group 1: Technology Sector Insights - The AI industry is entering a new phase of development, with significant advancements in large models and domestic computing capabilities, creating investment opportunities [13] - The market is witnessing a shift from competitive training investments to a focus on inference demand, suggesting a more stable and prosperous application landscape [9][10] - The integration of AI into various applications, including mobile devices, is expected to drive significant growth, comparable to the emergence of smartphones [8] Group 2: Healthcare Sector Insights - The healthcare sector is poised for growth, driven by demographic trends and the internationalization of innovative drugs, with current valuations reflecting a potential for long-term investment [5][11] - The market is beginning to recognize the value of innovative drugs, with expectations for a revaluation of leading companies and key stocks in the sector [12] - AI applications in healthcare are seen as catalysts for increased investment and market interest, particularly in the context of policy support and innovation [11] Group 3: Macroeconomic and Trade Considerations - The trade environment remains uncertain, with ongoing tariff negotiations impacting market sentiment, yet domestic policies are expected to stabilize economic growth [5][16] - The potential for a rebound in global capital flows to China is anticipated, particularly in the context of the Hong Kong market's structural opportunities [13] - The automotive and new energy sectors are highlighted as key areas for investment, with significant growth in domestic market share and export volumes [14] Group 4: Investment Strategies - The focus is on identifying companies with strong alpha characteristics, particularly in sectors like automotive components and electronics, which exhibit growth potential and competitive strength [18] - There is an emphasis on cyclical recovery, targeting companies with low valuations and profit margin elasticity, particularly in industries like shipping and aviation [18] - The strategy includes avoiding sectors showing signs of bubble tendencies, favoring structural opportunities over systemic ones [16]
帮主郑重收评:创指跌超1%这俩板块却猛涨!中长线该盯紧啥?
Sou Hu Cai Jing· 2025-06-13 10:51
先看大盘整体情况。今天两市走得挺憋屈,指数是齐刷刷往下掉,个股更惨,跌的家数超过4400只,妥妥的普跌行情。沪指收盘3377点,失守3400这个整数 关口,短期情绪可能受点影响。但咱作为中长线投资者,得把眼光放远些,短期波动其实是市场常态。 再说说板块表现。最吸睛的非油气股莫属了,科力股份直接30cm涨停,通源石油也来了个20cm涨停,这涨幅搁在调整市道里,跟开了挂似的。为啥涨这么 猛?主要是国际油价最近又开始往上窜了,叠加咱们国内能源安全的逻辑,资金就往这块儿涌。但咱得注意啊,油气板块的弹性大,短期冲得猛,中长线可 以关注有业绩支撑的龙头,但别追高追太狠。 军工板块今天也跟着狂飙,晨曦航空、北方长龙都是20cm涨停,核污染防治概念也没闲着,恒光股份、捷强装备这些票儿涨停。军工这块儿,一方面是消 息面有刺激,另一方面啊,咱们从长周期看,国防建设的投入是持续的,行业景气度有支撑。核污染防治呢,跟近期的热点事件有关,短期可能还有热度, 但得区分题材炒作和真正有技术壁垒的公司。 反过来看看下跌的板块,消费、医药、游戏传媒跌得比较惨。美容护理板块里水羊股份跌超10%,医药股里荣昌生物也表现不佳。这些板块其实还是受限于 ...
两面针: 两面针2024年年度股东大会会议资料
Zheng Quan Zhi Xing· 2025-06-13 09:30
Core Viewpoint - The company, Liuzhou Two-Needle Co., Ltd., is preparing for its 2024 Annual General Meeting, focusing on maintaining shareholder rights and ensuring effective governance and operational transparency. Group 1: Meeting Details - The Annual General Meeting is scheduled for June 26, 2025, at 10:00 AM, held at the company's office building in Liuzhou [2][4]. - Shareholders must present identification and relevant documents to verify their attendance [2]. - The meeting will include a report from independent directors and will be conducted with both on-site and online voting [3][4]. Group 2: Financial Performance - For the year 2024, the company achieved a revenue of 1.053 billion yuan, representing a year-on-year increase of 5.82% [21]. - The total profit reached 110 million yuan, a significant increase of 264.59% compared to the previous year [21]. - The net profit attributable to shareholders was approximately 81 million yuan, reflecting a growth of 255.59% [21]. Group 3: Operational Highlights - The company focused on enhancing product quality and brand value, launching 24 new oral care products and 13 personal care products in 2024 [6][7]. - Marketing strategies included leveraging social media platforms and participating in major exhibitions, resulting in recognition as a top brand in the industry [6][7]. - The company maintained a low debt ratio of 19.80%, indicating strong financial health [21]. Group 4: Governance and Compliance - The board of directors held multiple meetings throughout the year, ensuring compliance with legal and regulatory requirements [8][9]. - Independent directors actively participated in decision-making processes, safeguarding the interests of minority shareholders [28][34]. - The company received positive evaluations for its information disclosure practices, maintaining transparency and accuracy [12][32]. Group 5: Future Plans - The company aims to enhance its core business and expand its market presence, focusing on integrating its health and personal care sectors [15][16]. - Plans include increasing investment in technology and innovation to improve product offerings and operational efficiency [15][16]. - The company will continue to strengthen investor relations and governance structures to foster trust and engagement with shareholders [16].
*ST景峰: 关于2024年年报问询函回复的公告
Zheng Quan Zhi Xing· 2025-06-12 12:19
Core Viewpoint - Hunan Jingfeng Pharmaceutical Co., Ltd. has received a debt waiver from nine bondholders, which significantly impacts its financial structure and ongoing restructuring efforts [1][2][3] Debt Waiver Details - The company has entered into a debt waiver agreement with nine bondholders, which includes a total waiver of 1.1 billion yuan in principal and all accrued interest and penalties, amounting to a total of 2.66 billion yuan [20][21] - The debt waiver is unconditional, irrevocable, and does not require any further internal approval processes [6][13][21] Financial Position - As of the waiver date, the company had outstanding debts of 294.64 million yuan in principal, 93.64 million yuan in interest, and 62.62 million yuan in penalties [6][7] - Following the debt waiver, the remaining debts will be 184.64 million yuan in principal, with no remaining interest or penalties [6][7] Fund Management and Relationships - The nine bondholders are managed by five fund management companies, which have confirmed that they have no relationships with the company, its controlling shareholders, or its executives [4][5][12] - The fund management companies have followed proper internal decision-making procedures regarding the debt waiver [5][12] Restructuring Process - The company is currently in a pre-restructuring phase, with the debt waiver not being a prerequisite for the restructuring process [13][20] - The restructuring efforts have led to a positive shift in the company's net assets, moving from negative to positive [20][22] Asset Management - The company has sold a low-efficiency asset, "Taihu Star," for 64.69 million yuan, which has improved its cash flow and reduced operational pressure [20][21] - The asset sale and debt waiver are part of a broader strategy to optimize the company's financial structure and improve operational capabilities [20][22]
宏源药业(301246) - 2025年06月12日投资者关系活动记录表
2025-06-12 11:05
证券代码:301246 证券简称:宏源药业 答:您好,公司固态硫化物电解质已完成公斤级实验,正处 于工艺优化的开发阶段,没有量产供货。感谢您的关注! 5、董秘,请问公司在固态电池方面,有何布局,目前进展如何? 答:您好,公司固态硫化物电解质已完成公斤级实验,正处 于工艺优化的开发阶段,后续的相关进展或变化,公司将严格按 照相关规定及时履行披露义务。 感谢您的关注! 湖北省宏源药业科技股份有限公司 投资者关系活动记录表 编号:2025-002 | | | □特定对象调研□分析师会议 | | --- | --- | --- | | 投资者关系活动 | □媒体采访□业绩说明会 | | | 类别 | □新闻发布会□路演活动 | | | | □现场参观 | | | | 年湖北辖区上市公司投资者网上集体接待日活动)  其他(2025 | | | 参与单位名称及 | 线上参与"2025 年湖北辖区上市公司投资者网上集体接待日活 | | | 人员姓名 | 动"的全体投资者 | | | 时间 | 2025 年 6 月 12 日 (周四) 下午 14:30~16:50 | | | 地点 | 全景网"投资者关系互动平台"(htt ...