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东诚药业拟以1亿元至2亿元回购公司股份
Bei Jing Shang Bao· 2026-01-04 09:23
东诚药业表示,回购股份的目的是基于对公司未来发展的信心和对公司长期价值的认可,为了维护广大 投资者利益,同时为了建立完善的长效激励机制,充分调动公司中高级管理人员、核心骨干人员的积极 性,助力公司的长远发展,在综合考虑公司财务状况以及未来盈利能力的情况下,依据相关规定,公司 拟通过集中竞价交易方式以公司自有资金或自筹资金回购部分社会公众股份,用于实施员工持股计划 和/或股权激励计划。 北京商报讯(记者 丁宁)1月4日晚间,东诚药业(002675)发布公告称,公司拟通过集中竞价交易方 式以公司自有资金或自筹资金回购部分社会公众股份,回购股份金额不低于1亿元(含),不超过2亿元 (含)。 ...
东诚药业:拟以1亿~2亿元回购公司股份
Mei Ri Jing Ji Xin Wen· 2026-01-04 08:40
每经AI快讯,1月4日,东诚药业(002675)(002675.SZ)公告称,公司计划以集中竞价方式回购股份, 金额不低于1亿元(含),不超过2亿元(含),用于实施股权激励和/或员工持股计划。若未能在回购实施结 果暨股份变动公告日后三年内转让完毕已回购股份,未转让的已回购股份将履行相关程序予以注销。回 购价格不超过18.00元/股,回购期限为自董事会审议通过方案之日起12个月内。公司已召开第六届董事 会第十七次会议审议通过该回购方案。 ...
海正生材:累计回购195.5万股,金额达2123.70万元
Xin Lang Cai Jing· 2026-01-04 08:08
海正生材公告称,公司于2024年8月28日通过回购方案,预计回购2000万元 - 3000万元股份用于员工持 股计划或股权激励。2025年3月和8月分别调整回购资金来源和价格上限并延长实施期限至2026年2月27 日。截至2025年12月31日,累计回购195.5万股,占总股本0.96%,支付资金2123.697947万元,折合 2123.70万元,回购价格7.76 - 15.98元/股。 ...
北大医药:前三季度拟每10股派发现金1.68元
Ge Long Hui· 2026-01-04 08:04
格隆汇1月4日丨北大医药(000788.SZ)公布,本次利润分配预案为2025年前三季度利润分配预案。公司 利润分配预案为:以2025年9月30日的总股本595,987,425股为基数,以可供股东分配的利润向公司全体股 东每10股派发现金1.68元(含税),总计派发红利100,125,887.40元(含税),剩余未分配利润结转以后 年度分配。本次利润分配不送红股,不以资本公积金转增股本。若在分配预案实施前公司总股本由于可 转债、股份回购、股权激励、再融资新增股份上市等原因发生变化的,将按照分配总额不变的原则对分 配比例进行调整。 ...
中美华东新药来袭,10000亿市场风云再起
Xin Lang Cai Jing· 2026-01-04 07:36
Core Insights - The company, China Medical East, has received clinical approval for its new drug CMCY2304, enhancing its portfolio of chemical drugs [1] - In Q1-Q3 2025, the company ranked among the top 12 enterprises in the chemical drug market in China, with a sales increase of 12.41% [2] - The company has successfully secured two class 1 new drugs this year, indicating strong market potential and growth prospects [3] Group 1 - The new drug CMCY2304 is indicated for ischemic cardiovascular and cerebrovascular diseases caused by arteriosclerosis, as well as for preventing thrombosis during hemodialysis [1] - The chemical drug market in China is projected to maintain a scale of over 1 trillion yuan from 2021 to 2024, with a slight decline of around 2% expected in Q1-Q3 2025 [1] - The company's best-selling chemical drug, Tacrolimus capsules, achieved sales of 1.86 billion yuan in Q1-Q3 2025, while other products also contributed significantly to sales [2] Group 2 - The newly approved drugs include Remabizine injection, which, in combination with a device for measuring glomerular filtration rate, has a sales potential exceeding 1 billion yuan [3] - The company has submitted a marketing application for Edaravone tablets, aimed at improving symptoms and functionality in acute ischemic stroke patients, which offers convenience for self-administration [3] - With the continuous launch of new drugs, the company's position in the 1 trillion yuan chemical drug market is expected to strengthen, aligning with its goal of becoming a leading global innovative pharmaceutical company [3]
每周股票复盘:罗欣药业(002793)泰欣赞进院近2500家销售增140%
Sou Hu Cai Jing· 2026-01-02 20:21
公司创新药研发团队覆盖CMC、临床前开发、临床开发及药政事务全流程;仿制药团队聚焦工艺开 发、制剂研究与质量控制。持续推进人才年轻化、专业化建设。 销售费用率下降主要受益于泰欣赞销售收入规模化增长带来的规模效应。公司加强预算管控、优化人员 配置与工作流程,推动销售及管理费用率持续降低。 本周关注点 机构调研要点 公司在2025年以来战略性聚焦医药工业板块,核心创新药替戈拉生片(商品名泰欣赞)销售量同比增长 近140%,进院数量接近2500家。三大适应症"反流性食管炎""十二指肠溃疡""根除幽门螺杆菌"已全面纳 入医保目录,实现医保全覆盖。 P-CAB类药物相较PPI具有起效快、抑酸持久、不受进食和基因型影响、可有效控制夜间酸突破等优 势。泰欣赞30分钟达峰,首剂全效,主要经CYP3A4代谢,药物相互作用少,与阿托伐他汀可安全联 用。含替戈拉生的四联疗法Hp根除率为93.5%,优于艾司奥美拉唑组的86.4%。 公司研发管线中,注射用LX22001已进入Ⅱ期临床试验阶段,普卡那肽片Ⅲ期临床研究报告已完成定 稿,正推进地产化落地。未来将持续深耕消化系统等领域,关注未满足临床需求。 截至2025年12月31日收盘,罗 ...
每周股票复盘:新华制药(000756)获间苯三酚注射液注册证
Sou Hu Cai Jing· 2026-01-02 18:26
Core Viewpoint - Xinhua Pharmaceutical has recently received drug registration certificates for two new products, which are expected to enhance its market competitiveness and revenue potential in the coming year [2][3]. Group 1: Stock Performance - As of December 31, 2025, Xinhua Pharmaceutical's stock closed at 15.41 yuan, down 2.53% from the previous week's 15.81 yuan [1]. - The stock reached a high of 15.85 yuan and a low of 15.40 yuan during the week [1]. - The company's current total market capitalization is 10.629 billion yuan, ranking 49th out of 150 in the chemical pharmaceutical sector and 1817th out of 5181 in the A-share market [1]. Group 2: Product Approvals - Xinhua Pharmaceutical has obtained a drug registration certificate for isopropyl phenol injection, classified as a Class 4 chemical drug, aimed at treating spasmodic pain in the digestive, biliary, urinary, and gynecological systems, with an expected sales revenue of approximately 900 million yuan in 2024 for public medical institutions [2][3]. - The company has also received a registration certificate for valsartan capsules, also classified as a Class 4 chemical drug, intended for the treatment of mild to moderate primary hypertension, with an anticipated sales revenue of about 1.82 billion yuan in 2024 for public medical institutions [2][3]. - The approval of these two products is expected to enhance the company's product competitiveness, although sales may be influenced by policy and market factors, introducing some uncertainty [2].
每周股票复盘:丰原药业(000153)拟增资5300万元参与基金
Sou Hu Cai Jing· 2026-01-01 20:12
丰原药业第十届四次(临时)董事会于2025年12月29日召开,审议通过《关于向合肥弘丰股权投资基金 中心(有限合伙)增资的议案》。公司拟以自有资金向该基金增资5,300万元人民币,出资总额由15,000 万元增至20,300万元,占基金总认缴出资额的47.21%。本次增资后,基金规模由3.1亿元增至4.3亿元。 该事项已获公司董事会审议通过,不构成关联交易或重大资产重组。公司强调资金来源为自有资金,不 影响正常经营,但提示投资存在周期长、收益不确定等风险。 以上内容为证券之星据公开信息整理,由AI算法生成(网信算备310104345710301240019号),不构成 投资建议。 公司公告汇总 截至2025年12月26日收盘,丰原药业(000153)报收于6.41元,较上周的6.55元下跌2.14%。本周,丰 原药业12月22日盘中最高价报6.55元。12月24日盘中最低价报6.37元。丰原药业当前最新总市值29.14亿 元,在化学制药板块市值排名135/150,在两市A股市值排名4594/5181。 本周关注点 公司公告汇总:丰原药业拟以自有资金向合肥弘丰股权投资基金中心(有限合伙)增资5,300万元 人民 ...
每周股票复盘:博瑞医药(688166)部分募投项目延期至2027年3月
Sou Hu Cai Jing· 2026-01-01 18:42
Core Viewpoint - 博瑞医药 has experienced a stock price increase and has announced a delay in several fundraising projects, which will not affect the company's normal operations or the intended use of funds [1][2][3]. Group 1: Stock Performance - As of December 26, 2025, 博瑞医药's stock closed at 50.21 yuan, up 3.31% from the previous week [1]. - The stock reached a high of 50.97 yuan and a low of 48.22 yuan during the week [1]. - The company's total market capitalization is 20.757 billion yuan, ranking 22nd in the chemical pharmaceutical sector and 947th among all A-shares [1]. Group 2: Company Announcements - 国联民生证券 conducted a site inspection for 博瑞医药's 2025 annual continuous supervision, finding no violations in governance, information disclosure, or major investments [2][6]. - 博瑞医药's board approved a resolution to postpone the expected operational status date for several fundraising projects to March 2027 due to pending product approvals and the addition of an automated warehouse [2][3]. - The delay affects projects including the inhalation and chemical drug formulation production base and the biopharmaceutical R&D center [2][3]. Group 3: Internal Governance - 博瑞医药 has established an internal audit system to oversee internal controls, financial information, and operational activities [4]. - The company has implemented a management system for forward foreign exchange transactions to mitigate exchange rate risks [4]. - A fundraising management method has been developed to ensure that raised funds are used specifically for intended projects and are subject to strict oversight [5][6]. Group 4: Management Regulations - 博瑞医药 has set up a management system for shares held by directors and senior management, regulating trading periods and disclosure requirements [7].
2025年度猛兽股轻盘点
猛兽派选股· 2026-01-01 04:35
Core Viewpoint - The article discusses the performance of stocks categorized as "猛兽股" (beast stocks), focusing on those with a price increase of over 4 times within a year, and highlights the emergence of two distinct trading patterns: the traditional trend model and the volume accumulation model [1][2]. Group 1: Stock Selection Criteria - The selection formula for identifying beast stocks is based on a specific calculation involving the highest high and lowest low over a defined period [1]. - A total of 99 stocks were identified in the market, with 40 stocks filtered through an earnings pre-selection pool, although the specific list is not provided [2]. Group 2: Market Trends and Patterns - The current bull market has seen a significant increase in the volume accumulation model, with a ratio of approximately 6:4 compared to the traditional model [2]. - The volume accumulation model results in steeper price increase slopes and shorter time frames for achieving similar gains, with some stocks completing significant price movements in just days or weeks [2]. - The rise of quantitative trading is closely linked to the volume accumulation model, which emphasizes high-frequency trading and rapid turnover, previously dominated by speculative funds [2]. Group 3: Differences Between Trading Models - The traditional trend model is closely tied to earnings growth, while the volume accumulation model shows little correlation with earnings performance [2][5]. - Stocks selected under the traditional model are fundamentally different from those in the volume accumulation model, reflecting divergent views on the importance of fundamentals versus short-term market sentiment [4][5]. Group 4: Commonalities and Market Implications - Both trading models exhibit a common principle of minimal drawdowns during trends, with only a small fraction of the selected stocks experiencing significant pullbacks [5]. - The average drawdown for potential bull stocks in 2025 is lower than in previous years, theoretically making it easier to hold positions [5]. - The emergence of the volume accumulation model presents both challenges and opportunities for investors, suggesting a need for diversification in investment strategies [5].