化学制药

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6月24日投资提示:芳源转债信用评级下调至BBB
集思录· 2025-06-23 15:04
Group 1 - The shareholder of Borui Pharmaceutical, Advanced Manufacturing Industry Investment Fund, plans to reduce its stake by no more than 3% [1] - The shareholder of WISCO New Energy, Shenzhen Anyan, also intends to reduce its stake by no more than 3% [1] - Chuanheng Convertible Bond is subject to forced redemption [1] Group 2 - Fangyuan Convertible Bond's credit rating has been downgraded to BBB [1] - The company's focus on the ternary lithium battery market is seeing a continuous decline in market share, with intensified industry competition [1] - A significant reduction in core customer orders has led to a rapid decline in ternary precursor revenue, and new businesses such as lithium carbonate have yet to contribute to profitability [1] - The company has reported substantial losses for two consecutive years, indicating increased operational pressure [1] - The company's debt scale continues to rise, with high leverage levels and increased liquidity risks [1] Group 3 - Yao Stone Technology's associate company, Yaojie Ankang, has been listed on the main board of the Hong Kong Stock Exchange [1] - Lingkang Convertible Bond and Mingxin Convertible Bond will not undergo adjustments [1]
键凯科技(688356)每日收评(06-23)
He Xun Cai Jing· 2025-06-23 09:27
键凯科技688356 时间: 2025年6月23日星期一 45.24分综合得分 偏弱 趋势方向 主力成本分析 67.61 元 当日主力成本 67.92 元 5日主力成本 72.11 元 20日主力成本 63.88 元 60日主力成本 周期内涨跌停 过去一年内该股 涨停 0次 跌停 | 持股量23.18万股 | 占流通比0.38% | | --- | --- | | 昨日净买入-2.55万股 | 昨日增仓比-0.042% | | 5日增仓比-0.083% | 20日增仓比0.071% | 技术面分析 72.58 短期压力位 65.90 短期支撑位 79.15 中期压力位 63.26 0 次 北向资金数据 中期支撑位 目前短线趋势不慎明朗,静待主力资金选择方向; 目前中期趋势不慎明朗,静待主力资金选择方向 K线形态 暂无特殊形态 资金流数据 2025年06月23日的资金流向数据方面 | 主力资金净流入436.23万元 | | --- | | 占总成交额10% | | 超大单净流入295.60万元 | | 大单净流入140.63万元 | | 散户资金净流入192.16万 | 关联行业/概念板块 化学制药 1.62% ...
6月23日早间重要公告一览
Xi Niu Cai Jing· 2025-06-23 03:52
Group 1: Fudan Zhangjiang - Shareholders Yang Zongmeng and Wang Haibo plan to reduce their holdings by a total of up to 1.41% of the company's shares [1] - Yang Zongmeng intends to sell up to 10.36 million shares, representing 1.00% of the total share capital [1] - Wang Haibo plans to sell up to 4.27 million shares, representing 0.41% of the total share capital [1] Group 2: Aisen Co., Ltd. - Shareholders including Ailong Venture Capital and executives plan to reduce their holdings by a total of up to 3.86% of the company's shares [1] - Ailong Venture Capital intends to sell up to 2.644 million shares, representing 3.00% of the total share capital [1] - Other executives plan to sell smaller amounts, with individual reductions ranging from 0.17% to 0.45% of the total share capital [1] Group 3: Youyou Food - Actual controller Zhao Ying plans to reduce his holdings by up to 3% of the company's shares [3] - The planned reduction amounts to up to 12.83 million shares [3] Group 4: Chenfeng Technology - The company plans to sell idle assets, including 6 vehicles and 53 pieces of machinery, for a total estimated sale price of 8.1461 million yuan [5] - Expected disposal gains from the sale are approximately 3.6238 million yuan [5] Group 5: *ST Hengtai - The company will cancel its delisting risk warning and other risk warnings, with the stock name changing from "*ST Hengtai" to "Henglitai" [6] - The stock will be suspended for one day and the price fluctuation limit will change to 10% [6] Group 6: Xinyunda - Shareholder Wuku International Trust plans to reduce its holdings by up to 3% of the company's shares [9] - The planned reduction amounts to up to 5.9823 million shares [9] Group 7: Shaoyang Hydraulic - The company is planning a major asset restructuring, which involves issuing shares and cash to acquire part or all of Chongqing Xincheng Hangrui Technology Co., Ltd. [10] - The stock will be suspended for up to 10 trading days [10] Group 8: Xingwang Yuda - The company announced that part of its bank account funds, totaling 25.9335 million yuan, have been frozen [11] - The frozen amount represents 1.42% of the company's most recent audited net assets [11] Group 9: Tianrong Tianyu - Shareholder Yan Xuewei plans to reduce his holdings by up to 3% of the company's shares [12] - The planned reduction amounts to up to 4.2089 million shares [12] Group 10: Qiming Star - The chairman Wei Bing has resigned due to work adjustments at China Mobile Communications Group [13] Group 11: Aosaikang - The company's subsidiary has received a drug registration certificate for Methotrexate injection, which is considered equivalent to passing consistency evaluation [15][16] Group 12: Xinhau Optoelectronics - The company plans to transfer 100% equity of its wholly-owned subsidiary, Xinguang Energy Technology (Anhui) Co., Ltd. [17] Group 13: ST Baili - The company's controlling shareholder has been applied for bankruptcy liquidation due to inability to repay debts [19]
金十图示:2025年06月23日(周一)富时中国A50指数成分股午盘收盘行情一览:银行股多数走高、酿酒股、汽车股、石油股全线下跌
news flash· 2025-06-23 03:35
金十图示:2025年06月23日(周一)富时中国A50指数成分股午盘收盘行情一览:银行股多数走高、酿酒股、汽车股、石油股全 线下跌 富时中国A50指数连续 电力行业 互联网服务 东方财富 长江电力 8 中国核电 1916.94亿市值 n in home 7457.91亿市值 3271.44亿市值 9.17亿成交额 3.74亿成交额 17.77亿成交额 9.32 20.70 30.48 +0.08(+0.26%) -0.07(-0.75%) -0.01(-0.05%) 食品饮料 证券 中信证券 国泰海通 海天味业 (D 2231.91亿市值 3841.49亿市值 3233.29亿市值 3.45亿成交额 6.13亿成交额 3.14亿成交额 18.34 25.92 38.22 +0.04(+0.15%) -0.10(-0.54%) -0.29(-0.75%) 消费电子 化学制药 工业富联 立讯精密 恒瑞医药 3981.70亿市值 2402.28亿市值 3398.83亿市值 21.38亿成交额 10.26亿成交额 8.31亿成交额 51.47 20.05 33.14 -0.29(-0.56%) -0.54(-2.62 ...
14家上市公司已发布中报预告 圣诺生物净利增长至多332.1%居首
Xin Hua Cai Jing· 2025-06-23 03:02
Summary of Key Points Core Viewpoint - As of June 22, 2025, 14 A-share listed companies have released their mid-year profit forecasts, indicating a mixed performance with 9 companies expecting profit increases and 5 anticipating declines [1][3]. Group 1: Profit Forecasts - Saint Nor Biotechnology expects a net profit of 77.03 million to 94.14 million yuan, with a year-on-year growth of 253.54% to 332.10%, driven by strong performance in its peptide raw material business [2][3]. - Luxshare Precision anticipates a net profit of 6.475 billion to 6.745 billion yuan, reflecting a growth of 20% to 25%, despite challenges from global trade dynamics [3]. - 13 out of the 14 companies forecast profits, while only one company, Ningbo Huaxiang, expects a loss [3][4]. Group 2: Loss Forecasts - Ningbo Huaxiang predicts a loss of 273.9 million to 369.9 million yuan, a decline of 151.09% to 169.12%, primarily due to a one-time impact from the divestment of its European business [4]. - Zhongce Rubber expects a net profit of 1.91 billion to 2.2 billion yuan, with a decrease of 13.38% to 24.79%, attributed to rising raw material costs and external sales challenges [4]. Group 3: Revenue Growth - Ying Shi Innovation, a newly listed company, forecasts a revenue growth of 32.38% to 57.1%, with a net profit increase of -4.65% to 12.49% [4].
【私募调研记录】合晟资产调研皓元医药
Zheng Quan Zhi Xing· 2025-06-23 00:10
Core Insights - The article discusses a recent investigation by a well-known private equity firm, Hosheng Asset, into a listed company, Haoyuan Pharmaceutical, highlighting its competitive advantages and growth prospects [1] Company Overview - Haoyuan Pharmaceutical has high barriers to entry in its molecular building block business, with a diverse range of products and strong custom R&D capabilities [1] - The company is projected to achieve a revenue of 420 million yuan in 2024, representing a year-on-year growth of 35.7% [1] - Haoyuan's CDMO (Contract Development and Manufacturing Organization) business covers the entire drug development and production process, showcasing core technological, product, and team advantages [1] Production Capabilities - The company has established a production system comprising four key facilities: an API (Active Pharmaceutical Ingredient) factory, a formulation factory, a high-end intermediate factory, and a DC CDMO factory, enabling a three-tiered capacity arrangement [1] - Haoyuan has passed the EU QP audit, ensuring its quality management system and production capabilities meet EU GMP standards, which facilitates further expansion into domestic and international markets [1] Team and Incentives - The company has implemented multiple equity incentive plans targeting core personnel and mid-to-senior management to ensure team stability and creativity [1] Financial Activities - On November 28, 2024, Haoyuan successfully issued convertible bonds, raising 822 million yuan, although it has not yet met the conditions for strong redemption [1]
渝三峡A: 关于处置部分北陆药业股票的进展公告
Zheng Quan Zhi Xing· 2025-06-20 12:55
Group 1 - The company plans to dispose of up to 3 million shares of Beijing Beilu Pharmaceutical Co., Ltd. through Shenzhen Stock Exchange within three months after the pre-disclosure announcement of the reduction plan [1][2] - The company has completed the disposal of 2,998,800 shares of Beilu Pharmaceutical from March 24, 2025, to June 19, 2025, at an average transaction price of 7.46 yuan per share, totaling a transaction amount of 22,364,330 yuan [1][2] Group 2 - After the disposal, the company still holds 37,465,700 shares of Beilu Pharmaceutical, which represents a significant portion of its holdings [2] - The transaction is expected to enhance the company's asset liquidity and efficiency, allowing it to focus resources on core business development, with an estimated net profit increase of approximately 12.25 million yuan after deducting costs and related transaction taxes [2]
人福医药: 湖北山河律师事务所关于人福医药集团股份公司2024年年度股东会法律意见书
Zheng Quan Zhi Xing· 2025-06-20 12:00
湖北山河律师事务所 Hubei S&H Law Firm 人福医药集团股份公司 法律意见书 (2025)山河非章第 2344 号 :2025 年 6 月 20 日 时间(Date) 致:人福医药集团股份公司 根据《中华人民共和国公司法》(以下简称"《公司法》") 、《中华人民 共和国证券法》 (以下简称"《证券法》")、 《上市公司股东会规则》 (以下简 称"《股东会规则》")以及《人福医药集团股份公司章程》 (以下简称"《公 司章程》")、 《人福医药集团股份公司股东大会议事规则》 (以下简称" 《股 东大会议事规则》 ")等内部规章制度的有关规定,湖北山河律师事务所(以 下简称"本所")接受人福医药集团股份公司(以下简称"人福医药"或"公司" ) 的委托,指派本所执业律师(以下简称"本所律师")出席人福医药 2024 年 年度股东会(以下简称"本次股东会")并出具法律意见。 为出具本法律意见书,本所律师出席了本次股东会,审查了公司提供 的有关本次股东会的相关文件,听取了公司董事会及监事会就有关事项所 作的说明。本所已得到人福医药的如下保证:人福医药已向本所提供了出 具法律意见书所必需的、真实的原始书面材料 ...
美诺华: 宁波美诺华药业股份有限公司关于权益分派引起的“美诺转债”转股价格调整的公告
Zheng Quan Zhi Xing· 2025-06-20 10:45
证券代码:603538 证券简称:美诺华 公告编号:2025-078 转债代码:113618 转债简称:美诺转债 宁波美诺华药业股份有限公司 关于权益分派引起的"美诺转债"转股价格调整的公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述 或者重大遗漏,并对其内容的真实性、准确性和完整性承担法律责任。 重要内容提示: 经中国证券监督管理委员会《关于核准宁波美诺华药业股份有限公司公开发 行可转换公司债券的批复》(证监许可20202377 号)核准,2021 年 1 月 14 日, 宁波美诺华药业股份有限公司(以下简称"公司")公开发行 52,000 万元可转换 公司债券,共发行 520 万张,每张面值 100 元,期限 6 年。2021 年 2 月 4 日起, 上述可转换公司债券在上海证券交易所挂牌交易,转债简称"美诺转债",转债代 码"113618"。 "美诺转债"存续的起止日期为 2021 年 1 月 14 日至 2027 年 1 月 13 日,转 股期起止日期为 2021 年 7 月 20 日至 2027 年 1 月 13 日,初始转股价格为 37.47 元/股。 ? 证券停复牌情况: ...
鲁抗医药: 鲁抗医药2024年年度权益分派实施公告
Zheng Quan Zhi Xing· 2025-06-20 10:15
Key Points - The company announced a cash dividend of 0.112 CNY per share for A shares [1] - The total cash dividend distribution amounts to approximately 100.65 million CNY based on a total share capital of 898,669,632 shares [1] - The dividend distribution plan was approved at the annual shareholders' meeting held on April 29, 2025 [1] - Key dates for the dividend distribution include the record date on June 26, 2025, and the ex-dividend date on June 27, 2025 [1][2] - The company will distribute dividends through China Securities Depository and Clearing Corporation Limited Shanghai Branch [1] - For individual shareholders holding shares for over one year, the dividend income is exempt from personal income tax [3] - For individual shareholders holding shares for less than one year, the tax will be calculated upon the transfer of shares [3] - Qualified Foreign Institutional Investors (QFII) will have a 10% withholding tax on dividends, resulting in a net dividend of 0.1008 CNY per share [4][5] - The company will not withhold corporate income tax for other institutional investors, allowing them to determine their tax obligations independently [5]