1月5日，一品红盘中上涨2.06%，截至09:52，报34.24元/股，成交7085.72万元，换手率0.50%，总市值 154.66亿元。 资金流向方面，主力资金净流入105.71万元，特大单买入0.00元，占比0.00%，卖出190.98万元，占比 2.70%；大单买入1182.72万元，占比16.69%，卖出886.02万元，占比12.50%。 一品红今年以来股价涨2.06%，近5个交易日跌4.01%，近20日跌28.96%，近60日跌39.17%。 机构持仓方面，截止2025年9月30日，一品红十大流通股东中，香港中央结算有限公司位居第七大流通 股东，持股414.96万股，为新进股东。广发医疗保健股票A（004851）位居第九大流通股东，持股 304.52万股，为新进股东。富国精准医疗灵活配置混合A（005176）位居第十大流通股东，持股281.13 万股，为新进股东。易方达医疗保健行业混合A（110023）退出十大流通股东之列。 责任编辑：小浪快报 一品红所属申万行业为：医药生物-化学制药-化学制剂。所属概念板块包括：猴痘概念、肝炎治疗、疫 苗、创新药、中药等。 截至11月30日，一品红股东户数2. ...

Group 1 - The core viewpoint of the news is that Weixin Kang's stock price has shown a slight increase of 2.09% this year, but has experienced declines over the past five, twenty, and sixty trading days [2] - As of January 5, Weixin Kang's stock price reached 10.74 yuan per share, with a total market capitalization of 4.674 billion yuan [1] - The company has seen a net inflow of main funds amounting to 46.92 thousand yuan, with large single purchases accounting for 13.15% of total transactions [1] Group 2 - Weixin Kang's main business involves the research, production, and sales of chemical drug formulations and their raw materials, with a revenue composition of 72.08% from market services and 27.92% from pharmaceuticals [2] - As of September 30, the number of Weixin Kang's shareholders increased by 14.14% to 16,500, while the average circulating shares per person decreased by 12.39% to 26,333 shares [2] - For the period from January to September 2025, Weixin Kang reported an operating income of 862 million yuan, a year-on-year decrease of 13.27%, and a net profit attributable to shareholders of 219 million yuan, down 9.90% year-on-year [2] Group 3 - Weixin Kang has distributed a total of 624 million yuan in dividends since its A-share listing, with 438 million yuan distributed over the past three years [3] - As of September 30, 2025, several institutions have exited the top ten circulating shareholders, including Guangfa Medical Health Stock A and Xinao Small and Medium Cap Mixed A [3]

《瑞博生物通过港交所 IPO 聆讯，上 市在即—行业周报》-2025.12.28 《推荐 CXO+科研服务板块的估值切 换机会—行业周报》-2025.12.21 《2025 国谈结果公布，关注相关公司 投资机会—行业周报》-2025.12.14 医药生物 医药生物 2026 年 01 月 04 日 投资评级：看好（维持） 行业走势图 数据来源：聚源 -10% 0% 10% 19% 29% 38% 2025-01 2025-05 2025-09 医药生物 沪深300 创新驱动下，2025 年医药各细分赛道牛股频出 ——行业周报 相关研究报告 | 余汝意（分析师） | 聂媛媛（联系人） | | --- | --- | | yuruyi@kysec.cn | nieyuanyuan@kysec.cn | | 证书编号：S0790523070002 | 证书编号：S0790124050002 | nieyuanyuan@kysec.cn 证书编号：S0790124050002 创新驱动下，2025 年医药各细分赛道牛股频出 回顾 2025 年医药细分赛道表现情况看，各个板块均涌现了多个翻倍以上的牛股。 其中，整体表现 ...

Core Viewpoint - The company, BeiGene, is a leading global innovator in cancer treatment, focusing on developing innovative anti-tumor drugs to enhance accessibility and affordability for cancer patients [2]. Financial Performance - For the period from January to September 2025, BeiGene achieved a revenue of 27.595 billion yuan, representing a year-on-year growth of 44.21% [7]. - The net profit attributable to the parent company was 1.139 billion yuan, showing a significant year-on-year increase of 130.88% [7]. - As of September 30, 2024, overseas revenue accounted for 62.85% of the total revenue, benefiting from the depreciation of the Chinese yuan [3]. Market Activity - On December 31, BeiGene's stock price decreased by 1.25%, with a trading volume of 358 million yuan and a turnover rate of 1.15%, resulting in a total market capitalization of 413.826 billion yuan [1]. - The main capital flow showed a net outflow of 54.6938 million yuan for the day, with a continuous reduction in main capital over the past three days [4][5]. Shareholder Information - As of September 30, 2025, the number of shareholders for BeiGene was 36,200, an increase of 55.33% compared to the previous period [7]. - The average number of tradable shares per shareholder was 3,195, which decreased by 35.79% from the previous period [7]. - Notable changes in institutional holdings include a decrease in shares held by major shareholders such as China Europe Medical Health Mixed A and a new entry by Hong Kong Central Clearing Limited [8]. Technical Analysis - The average trading cost of BeiGene's shares is 287.32 yuan, with recent reductions in holdings, although the pace of reduction has slowed [6]. - The current stock price is near a support level of 267.83 yuan, which is critical for potential rebound; a drop below this level may trigger a downward trend [6].

Group 1 - The core viewpoint of the news is that Kelun Pharmaceutical's stock has shown fluctuations in price and trading volume, with a recent increase of 2.05% on December 31, reaching 29.42 yuan per share, and a total market capitalization of 47.015 billion yuan [1] - As of September 30, 2025, Kelun Pharmaceutical reported a revenue of 13.277 billion yuan, a year-on-year decrease of 20.92%, and a net profit attributable to shareholders of 1.201 billion yuan, down 51.41% year-on-year [2] - The company has a diverse revenue structure, with 48.37% from non-infusion products, 41.28% from infusion products, 7.01% from research projects, and 3.33% from other sources [1] Group 2 - Kelun Pharmaceutical has distributed a total of 6.898 billion yuan in dividends since its A-share listing, with 3.587 billion yuan distributed in the last three years [3] - The number of shareholders increased to 37,100 as of September 30, 2025, reflecting an 8.35% rise, while the average number of circulating shares per person decreased by 7.70% to 35,200 shares [2] - Major shareholders include China Europe Medical Health Mixed A, holding 40.0624 million shares, and Hong Kong Central Clearing Limited, holding 34.728 million shares, both of which have seen a reduction in their holdings compared to the previous period [3]

今年以来海南海药已经10次登上龙虎榜，最近一次登上龙虎榜为12月23日，当日龙虎榜净买入2.41亿 元；买入总计4.65亿元 ，占总成交额比15.68%；卖出总计2.25亿元 ，占总成交额比7.57%。 12月31日，海南海药（维权）盘中上涨2.12%，截至13:19，报7.24元/股，成交5.97亿元，换手率 6.45%，总市值93.93亿元。 资金流向方面，主力资金净流出4237.63万元，特大单买入2508.75万元，占比4.20%，卖出6252.29万 元，占比10.47%；大单买入1.26亿元，占比21.04%，卖出1.31亿元，占比21.87%。 海南海药今年以来股价涨51.15%，近5个交易日跌12.56%，近20日跌10.95%，近60日涨31.64%。 截至12月20日，海南海药股东户数12.15万，较上期减少16.14%；人均流通股9599股，较上期增加 19.25%。2025年1月-9月，海南海药实现营业收入6.40亿元，同比减少20.51%；归母净利润-2.42亿元， 同比增长17.91%。 资料显示，海南海药股份有限公司位于海南省海口市秀英区南海大道192号，成立日期1992年12月 ...

机构持仓方面，截止2025年9月30日，百利天恒十大流通股东中，中欧医疗健康混合A（003095）位居 第三大流通股东，持股370.19万股，相比上期减少57.78万股。香港中央结算有限公司位居第四大流通股 东，持股289.57万股，相比上期减少69.64万股。华夏上证科创板50成份ETF（588000）位居第五大流通 股东，持股283.37万股，相比上期减少159.13万股。易方达上证科创板50ETF（588080）位居第六大流 通股东，持股229.92万股，相比上期减少101.89万股。永赢医药创新智选混合发起A（015915）位居第 七大流通股东，持股164.98万股，为新进股东。汇添富创新医药混合A（006113）位居第八大流通股 东，持股151.43万股，相比上期减少18.57万股。华泰柏瑞沪深300ETF（510300）位居第十大流通股 东，持股140.57万股，为新进股东。中欧医疗创新股票A（006228）、广发医疗保健股票A（004851） 退出十大流通股东之列。 资料显示，四川百利天恒药业股份有限公司位于四川省成都市温江区成都海峡两岸科技产业园百利路 161号一幢一号,香港湾仔皇后大道东18 ...

公司研究 证 券 研 究 报 告 苑东生物（688513）深度研究报告 强推（维持） 体系整合，上海超阳打造差异化创新竞争力 目标价：87.6 元 [ReportFinancialIndex] 主要财务指标 | | 2024A | 2025E | | 2026E | 2027E | | --- | --- | --- | --- | --- | --- | | 营业总收入(百万) | 1,350 | 1,376 | | 1,567 | 1,933 | | 同比增速(%) | 20.8% | 2.0% | | 13.8% | 23.4% | | 归母净利润(百万) | 238 | 277 | | 316 | 388 | | 同比增速(%) | 5.1% | 16.2% | | 14.0% | 22.9% | | 每股盈利(元) | 1.35 | 1.57 | | 1.79 | 2.20 | | 市盈率(倍) | 44 | 38 | | 34 | 27 | | 市净率(倍) | 3.9 | 3.6 | | 3.4 | 3.1 | | 资料来源：公司公告， | 华创证券预测 | 注：股价为 2025 | 年 12 ...

截至9月30日，苑东生物股东户数6482.00，较上期增加18.67%；人均流通股27234股，较上期减少 15.74%。2025年1月-9月，苑东生物实现营业收入10.19亿元，同比减少2.00%；归母净利润2.20亿元，同 比增长1.45%。 分红方面，苑东生物A股上市后累计派现3.41亿元。近三年，累计派现2.12亿元。 12月29日，苑东生物盘中下跌2.09%，截至11:18，报58.70元/股，成交7644.89万元，换手率0.73%，总 市值103.62亿元。 资金流向方面，主力资金净流出276.58万元，特大单买入895.77万元，占比11.72%，卖出713.87万元， 占比9.34%；大单买入654.26万元，占比8.56%，卖出1112.73万元，占比14.56%。 苑东生物今年以来股价涨97.60%，近5个交易日涨0.24%，近20日涨9.66%，近60日涨7.02%。 资料显示，成都苑东生物制药股份有限公司位于四川省成都市双流区安康路8号，成立日期2009年6月1 日，上市日期2020年9月2日，公司主营业务涉及化学原料药和化学药制剂的研发、生产与销售。主营业 务收入构成为：制剂销售7 ...

12月29日，百利天恒盘中下跌2.04%，截至09:49，报331.66元/股，成交4767.21万元，换手率0.14%，总 市值1369.34亿元。 百利天恒所属申万行业为：医药生物-化学制药-化学制剂。所属概念板块包括：抗癌治癌、创新药、抗 癌药物、生物医药、中药等。 截至9月30日，百利天恒股东户数5979.00，较上期增加25.08%；人均流通股17208股，较上期减少 20.05%。2025年1月-9月，百利天恒实现营业收入20.66亿元，同比减少63.52%；归母净利润-4.95亿元， 同比减少112.16%。 机构持仓方面，截止2025年9月30日，百利天恒十大流通股东中，中欧医疗健康混合A（003095）位居 第三大流通股东，持股370.19万股，相比上期减少57.78万股。香港中央结算有限公司位居第四大流通股 东，持股289.57万股，相比上期减少69.64万股。华夏上证科创板50成份ETF（588000）位居第五大流通 股东，持股283.37万股，相比上期减少159.13万股。易方达上证科创板50ETF（588080）位居第六大流 通股东，持股229.92万股，相比上期减少101.89万股 ...