12月26日，重药控股盘中上涨2.04%，截至10:44，报6.51元/股，成交3.33亿元，换手率3.01%，总市值 112.50亿元。 资金流向方面，主力资金净流出1446.46万元，特大单买入4002.62万元，占比12.01%，卖出3836.89万 元，占比11.51%；大单买入5778.83万元，占比17.34%，卖出7391.03万元，占比22.17%。 重药控股所属申万行业为：医药生物-医药商业-医药流通。所属概念板块包括：低空经济、啤酒、医疗 美容、增持回购、融资融券等。 截至9月30日，重药控股股东户数4.20万，较上期减少4.05%；人均流通股41112股，较上期增加4.22%。 2025年1月-9月，重药控股实现营业收入622.11亿元，同比增长4.22%；归母净利润3.84亿元，同比增长 31.41%。 分红方面，重药控股A股上市后累计派现8.64亿元。近三年，累计派现2.94亿元。 机构持仓方面，截止2025年9月30日，重药控股十大流通股东中，香港中央结算有限公司位居第七大流 通股东，持股1009.10万股，相比上期增加85.10万股。南方中证1000ETF（512100）位居第九 ...

12月25日，重药控股盘中下跌2.01%，截至10:16，报6.35元/股，成交2.08亿元，换手率1.88%，总市值 109.74亿元。 资金流向方面，主力资金净流出181.31万元，特大单买入578.22万元，占比2.78%，卖出889.67万元，占 比4.27%；大单买入4418.05万元，占比21.22%，卖出4287.91万元，占比20.59%。 重药控股所属申万行业为：医药生物-医药商业-医药流通。所属概念板块包括：低空经济、医疗美容、 啤酒、SPD概念、增持回购等。 截至9月30日，重药控股股东户数4.20万，较上期减少4.05%；人均流通股41112股，较上期增加4.22%。 2025年1月-9月，重药控股实现营业收入622.11亿元，同比增长4.22%；归母净利润3.84亿元，同比增长 31.41%。 分红方面，重药控股A股上市后累计派现8.64亿元。近三年，累计派现2.94亿元。 重药控股今年以来股价涨18.69%，近5个交易日跌7.43%，近20日涨20.72%，近60日涨24.27%。 今年以来重药控股已经2次登上龙虎榜，最近一次登上龙虎榜为12月15日，当日龙虎榜净买入1.58亿 元 ...

分红方面，塞力医疗A股上市后累计派现2707.41万元。近三年，累计派现0.00元。 机构持仓方面，截止2025年9月30日，塞力医疗十大流通股东中，财通优势行业轮动混合A（011201） 位居第六大流通股东，持股122.82万股，相比上期增加58.48万股。广发医疗保健股票A（004851）位居 第七大流通股东，持股122.36万股，为新进股东。招商丰韵混合A（006364）位居第九大流通股东，持 股62.40万股，为新进股东。财通科创主题灵活配置混合(LOF)（501085）位居第十大流通股东，持股 56.00万股，为新进股东。 今年以来塞力医疗已经37次登上龙虎榜，最近一次登上龙虎榜为8月26日，当日龙虎榜净买入1.46亿 元；买入总计4.89亿元 ，占总成交额比18.85%；卖出总计3.43亿元 ，占总成交额比13.22%。 资料显示，塞力斯医疗科技集团股份有限公司位于湖北省武汉市东西湖区金山大道1310号，成立日期 2004年2月23日，上市日期2016年10月31日，公司主营业务涉及医疗检验集约化营销及服务业务、体外 诊断产品的代理以及自主体外诊断产品的研发、生产和销售。主营业务收入构成为：IVD ...

Group 1 - The core viewpoint of the news is that Dajia Weikang's stock performance and financial metrics indicate a mixed outlook, with a decline in net profit despite a slight increase in revenue [1][2]. - On December 24, Dajia Weikang's stock price fell by 0.85%, with a trading volume of 121 million yuan. The financing buy-in amount was 10.85 million yuan, while the financing repayment was 13.39 million yuan, resulting in a net financing outflow of 2.55 million yuan [1]. - As of December 24, the total margin balance for Dajia Weikang was 75.37 million yuan, with the financing balance accounting for 2.85% of the circulating market value, indicating a high level compared to the past year [1]. Group 2 - As of December 10, the number of shareholders for Dajia Weikang was 16,000, a decrease of 2.42% from the previous period, while the average circulating shares per person increased by 2.48% to 8,620 shares [2]. - For the period from January to September 2025, Dajia Weikang reported operating revenue of 4.13 billion yuan, a year-on-year increase of 3.69%, but the net profit attributable to shareholders decreased by 86.02% to 5.10 million yuan [2]. - Dajia Weikang has distributed a total of 42.59 million yuan in dividends since its A-share listing, with 35.57 million yuan distributed over the past three years [3].

11月28日，国药控股公告称，由于工作安排原因，赵炳祥已向董事会提出辞任非执行董事、董事会董事 长等职务。 12月19日，国药控股股东特别大会召开，官宣晋斌正式出任董事长。 晋斌，52岁，获北京交通大学工商管理专业硕士学位，有丰富的国药集团工作经验，自2022年11月起担 任国药集团副总经理，自2025年4月起兼任国药集团总法律顾问、首席合规官。 前任董事长赵炳祥，1972年5月生，沈阳药科大学药学学士，北京大学药剂学硕士，浙江大学化学工程博 士，教授级工程师。现任中国医药集团有限公司党委副书记、董事、总经理，兼任沈阳药科大学教授、 博士生导师，浙江大学医学院教授，科技部经典名方现代中药全国重点实验室副主任，曾两次荣获国家 科技进步二等奖。 11月28日，国药控股公告称，由于工作安排原因，赵炳祥已向董事会提出辞任非执行董事、董事会董事 长等职务。 12月19日，国药控股股东特别大会召开，官宣晋斌正式出任董事长。 2024年3月，赵炳祥因工作变动辞去华润三九董事、总裁等职，辞职后不再在华润三九担任职务。同月， 赵炳祥加入中国医药集团，任中国医药集团董事、总经理。2024年8月末，国控原董事长于清明因工作需 要辞 ...

Group 1: Lithium Battery Materials - Company has a production capacity of 5,800 tons/year of lithium hexafluorophosphate through its wholly-owned subsidiary [2] - Company is a leading manufacturer of aluminum grain refiners globally [2] - Company maintains a complete industrial chain from fluorine resources to lithium battery production [2] Group 2: Semiconductor Industry - Company has developed photolithography acid products for the semiconductor photolithography field and is actively promoting them in the downstream market [3] - Company has achieved stage results in the development of photosensitive polyimide (PSPI) photolithography glue for semiconductor packaging, currently in the laboratory sample testing phase [3] - Company provides ultra-thin equipment end self-contained fan filter units and ultra-high-efficiency filters for the domestic 28nm photolithography equipment process [3] Group 3: Cleanroom and Thermal Management Solutions - Company is a leading player in the cleanroom industry, with clients including Changxin [3] - Company focuses on thermal management solutions for data centers and energy storage [3] - Company has launched cold plate liquid cooling and immersion liquid cooling products for data centers [3] Group 4: Consumer Goods and Food Industry - Company is a small leader in compound seasoning products, with a range of offerings including compound seasoning powder and natural extract seasonings [4] - Company has a total production capacity of 180,000 tons for its prepared food series, including frozen and beef products [4] - Company is a major retail chain enterprise focusing on commercial retail [4] Group 5: Electronic Materials - Company specializes in electronic-grade resin materials, essential for manufacturing high-frequency and high-speed PCBs [5] - Company is one of the few domestic manufacturers capable of mass production of Low CTE electronic cloth [5] - Company plans to raise 720 million yuan through a private placement to supplement working capital or repay bank loans [5] Group 6: Tungsten Industry - Company is one of the largest tungsten refining product processing enterprises and the largest tungsten powder production base [6] - Company has established a testing and evaluation center for rare earth products in collaboration with China Southern Rare Earth Group [6] Group 7: Automation and Robotics - Company has core technologies in machine vision, precision sensing, motion control, and software, providing automation solutions across various industries [7] - Company has raised funds for research projects in photovoltaic ultra-fine tungsten wire and high-performance cutting tool surface coating technology [7] - Company has developed graphene transparent conductive film technology applicable in flexible touch fields [7]

12月23日，嘉事堂盘中下跌2.06%，截至14:03，报15.23元/股，成交1.20亿元，换手率2.69%，总市值 44.43亿元。 资料显示，嘉事堂药业股份有限公司位于北京市海淀区昆明湖南路11号1号楼，成立日期1997年4月22 日，上市日期2010年8月18日，公司主营业务涉及以医药批发、零售为主营业务模式的医药商业经营。 主营业务收入构成为：商业收入100.00%。 资金流向方面，主力资金净流出466.50万元，特大单买入591.50万元，占比4.91%，卖出0.00元，占比 0.00%；大单买入1294.03万元，占比10.74%，卖出2352.03万元，占比19.53%。 嘉事堂所属申万行业为：医药生物-医药商业-医药流通。所属概念板块包括：冷链物流、小盘、证金汇 金、医疗器械、医药电商等。 嘉事堂今年以来股价涨19.45%，近5个交易日跌1.36%，近20日跌0.65%，近60日涨11.33%。 截至11月20日，嘉事堂股东户数2.20万，较上期减少3.28%；人均流通股13248股，较上期增加3.39%。 2025年1月-9月，嘉事堂实现营业收入144.59亿元，同比减少21.80%；归母 ...

产业链的畅通与韧性，是衡量金融服务实体经济质效的关键标尺。当前，我国经济已由高速增长阶 段转向高质量发展阶段，日前召开的中央经济工作会议明确提出，"实施新一轮重点产业链高质量发展 行动"，强调要"深化拓展'人工智能+'，完善人工智能治理""创新科技金融服务"。在这一战略指引下， 金融如何从对单一企业的"点式"支持，升级为对整个产业链的"链式"赋能，不仅关乎区域产业竞争力的 提升，更直接关系到国家现代化产业体系的构建和新质生产力的加速形成。 扎根粤港澳大湾区这片改革开放前沿阵地，九江银行广州分行深刻把握中央精神与区域发展脉搏， 将产业金融作为转型发展的核心战略方向，聚焦钢铁、有色金属、生物医药等重点产业集群，着力将金 融服务深度嵌入研发、采购、生产、销售等产业运行的核心环节。通过更具穿透力、协同性与前瞻性的 综合金融方案，该行正以实际行动践行金融工作的政治性、人民性，助力实体经济沿着创新链、价值链 向"新"而行。 九江银行广州分行以"产业+政策+金融+科技"模式服务广东坚宝电缆有限公司发展。 国家级专精特新"小巨人"企业——广东坚宝电缆有限公司便是一例。针对电线电缆行业原材料（铜 材）价值高、采购频繁、价格波动 ...

12月23日，塞力医疗（维权）盘中下跌2.07%，截至09:43，报21.73元/股，成交6686.61万元，换手率 1.45%，总市值45.67亿元。 资金流向方面，主力资金净流入9615.86元，特大单买入255.92万元，占比3.83%，卖出0.00元，占比 0.00%；大单买入475.66万元，占比7.11%，卖出730.63万元，占比10.93%。 塞力医疗今年以来股价涨200.97%，近5个交易日涨11.38%，近20日涨1.12%，近60日跌22.70%。 今年以来塞力医疗已经37次登上龙虎榜，最近一次登上龙虎榜为8月26日，当日龙虎榜净买入1.46亿 元；买入总计4.89亿元 ，占总成交额比18.85%；卖出总计3.43亿元 ，占总成交额比13.22%。 资料显示，塞力斯医疗科技集团股份有限公司位于湖北省武汉市东西湖区金山大道1310号，成立日期 2004年2月23日，上市日期2016年10月31日，公司主营业务涉及医疗检验集约化营销及服务业务、体外 诊断产品的代理以及自主体外诊断产品的研发、生产和销售。主营业务收入构成为：IVD业务39.91%， SPD业务38.01%，单纯销售22.08% ...

Investment Rating - The report does not explicitly state an investment rating for the industry [2]. Core Insights - The pathology business is entering a fast track with the National Healthcare Security Administration issuing guidelines for pricing projects in pathology services, focusing on biopsy sampling, sample processing, and digitalization of pathology data, which is expected to enhance the application of AI in the field [3][11]. - The influenza activity has peaked across the board, with reported cases in southern provinces at 9.7%, down from 11.2% the previous week, but higher than the same period in previous years [3][11]. Market Weekly Review - The pharmaceutical and biotechnology sector fell by 0.14% from December 15 to December 19, outperforming the Wind All A index (-0.15%) and the CSI 300 index (-0.28%). The rebound was weak, with segments like pharmaceutical distribution (5.59%), offline pharmacies (4.69%), and hospitals (4.15%) leading gains, while chemical preparations (-2.1%), vaccines (-0.87%), and medical R&D outsourcing (-0.87%) lagged [3][8]. - Notable stock performances included Huaren Health (55.9%), Luyuan Pharmaceutical (36.8%), and Shuyupingmin (35.7%) with significant gains, while *ST Changyao (-24%), Yipinhong (-23.7%), and Rejing Biology (-16.5%) faced substantial declines [3][11]. Industry News and Key Company Announcements - The National Healthcare Security Administration's guidelines for pathology services are expected to drive high-quality development in the sector and create new scenarios for AI-assisted technology applications [11]. - Significant collaborations and approvals were reported, including Shanghai Jinmante's partnership with Jiangsu Kangning Jerey for a breakthrough therapy designation from the FDA for JSKN003, and Novo Nordisk's submission of a marketing application for CagriSema, which showed a weight loss of 22.7% over 68 weeks in clinical trials [12][13]. - Fosun Pharma's subsidiary received FDA approval to initiate a Phase I clinical trial for HLX18, a biosimilar to Nivolumab, targeting various cancers [13][14].