登录新浪财经APP 搜索【信披】查看更多考评等级 证券代码：002082 证券简称：万邦德 公告编号：2025-032 万邦德医药控股集团股份有限公司 关于参加2025年浙江辖区上市公司 万邦德医药控股集团股份有限公司（以下简称"公司"）于2025年4月29日披露了《2024年年度报告》。 为进一步加强与投资者的交流互动，公司将参加由浙江证监局、浙江上市公司协会、深圳市全景网络有 限公司联合举办的"2025年浙江辖区上市公司投资者网上集体接待日暨2024年度业绩说明会"，现将相关 事项公告如下： 本次活动将采用网络远程的方式举行，投资者可登录"全景路演"网站(https://rs.p5w.net)，或关注微信公 众号:全景财经，或下载全景路演APP,参与本次互动交流，活动时间为2025年5月13日(周二)15:00- 17:00。 公司董事长兼总经理赵守明先生，副总经理兼董事会秘书刘同科先生，独立董事周岳江先生（具体参会 人员以实际出席为准）将就公司2024年年度报告和经营情况，与投资者进行沟通与交流，欢迎广大投资 者踊跃参与! 为充分尊重投资者、提升交流的针对性，现提前向投资者公开征集问题，广泛听取投资者的 ...

今日小段子汇总20250507 1、脑机接口：央视新闻《面对面》栏目深度探访强脑科技（BrainCo），其为非侵入式脑机接口技术。 嘉事堂、狄耐克、麒盛科技 2、锦好医疗：网传公司AI助听器通过非侵入式脑机接口技术，能够实时采集用户的注意力、听觉疲劳度等脑电数 据，并结合深度神经网络算法优化语音信号处理。 （未证实） 3、军工(印巴)：当地时间5月7日5时10 今日小段子汇总20250507 1、脑机接口：央视新闻《面对面》栏目深度探访强脑科技（BrainCo），其为非侵入式脑机接口技术。 嘉事堂、狄耐克、麒盛科技 2、锦好医疗：网传公司AI助听器通过非侵入式脑机接口技术，能够实时采集用户的注意力、听觉疲劳度等脑电数 据，并结合深度神经网络算法优化语音信号处理。 （未证实） 3、军工(印巴)：当地时间5月7日5时10分左右，巴基斯坦三军新闻局发言人确认，迄今巴方击落5架印度战机，分 别为3架阵风、1架米格、1架苏-30。 中航成飞、通易航天、爱乐达 4、晨曦航空：公司长期以来专注于航空机电产品的研发、生产和销售，主要为国有大型军工企业及其他厂商配 套，最终用户主要为军方。 5、华伍股份：公司军工领域旗下有安德 ...

Group 1 - Geely plans to acquire all issued shares of Zeekr, leading to its privatization and delisting from the NYSE, aiming to enhance resource efficiency and brand synergy [2] - Lenovo's chairman indicated that product pricing will depend on component supply and demand, with current tariffs having a limited impact unless further policy changes occur [3] - Nvidia's CEO emphasized the importance of the Chinese AI market, projecting a potential market size of $50 billion in the next two to three years [4] Group 2 - Taobao and Xiaohongshu have formed a strategic partnership to enhance the shopping experience by allowing direct links from product recommendations to Taobao [5] - JD.com announced the start of its 618 shopping festival on May 31, with a pre-sale event beginning on May 13 [6] - TEMU has ceased its full-service model in the U.S. as of late April, marking a shift in its operational strategy [7] Group 3 - BMW reported Q1 revenue of €33.758 billion, a 7.8% decrease year-over-year, with net profit down 26.4% to €2.173 billion [18] - Ferrari's Q1 revenue reached €1.791 billion, a 13% increase year-over-year, with a total shipment of 3,593 units [20] - Qingdao Beer plans to acquire 100% equity of Jimo Yellow Wine for a total consideration of ¥665 million, aiming to diversify its product line [25][26] Group 4 - Hema's founder announced a new venture, Pet Fresh, which has secured $25 million in angel funding to enhance its supply chain and product offerings [22] - The price of gold jewelry continues to rise, with brands like Chow Tai Fook increasing prices by ¥7 per gram to ¥1,033 per gram [27] - The Shanghai Lego Park is set to open on July 5, 2025, featuring over 75 interactive attractions [28]

Core Viewpoint - The Hong Kong stock market opened higher due to a combination of central bank policies and upcoming high-level US-China trade talks, but the gains were limited as major indices showed mixed performance by the end of the trading day [1] Group 1: Market Performance - The Hang Seng Index closed up 0.13% or 29.17 points at 22,691.88 points, with a total trading volume of 240.05 billion HKD [1] - The Hang Seng China Enterprises Index fell by 0.23% to 8,242.25 points, while the Hang Seng Tech Index decreased by 0.75% to 5,200.04 points [1] Group 2: Blue-Chip Stocks - Link REIT (00823) led blue-chip stocks with a rise of 6.68% to 39.95 HKD, contributing 10.74 points to the Hang Seng Index [2] - Other notable blue-chip performances included Zhongsheng Group (00881) up 4.8% and AIA Group (01299) up 2.92%, while Mengniu Dairy (02319) and China Biologic Products (01177) saw declines of 3.6% and 3.04% respectively [2] Group 3: Sector Highlights - Military stocks performed well, with AVIC Aircraft (02357) rising 6.35% and China Shipbuilding Industry (00317) up 5.97%, driven by escalating tensions in the India-Pakistan region [3] - The Macau gaming sector continued its upward trend, with SJM Holdings (00200) increasing by 4.73% and Sands China (01928) by 2.67%, supported by strong visitor numbers during the May Day holiday [4] - Financial stocks generally rose, with China Construction Bank (00939) up 2.02% and China Life Insurance (02628) up 1.51% [4] Group 4: Policy Impact - The People's Bank of China announced a series of monetary policy measures, including a 0.5 percentage point reserve requirement ratio cut and a reduction in policy interest rates by 0.1 percentage points, aimed at stabilizing the market [5] - The housing loan interest rate was also lowered by 0.25 percentage points, which is expected to positively impact the real estate sector [6] Group 5: Notable Stock Movements - Boleton (01333) debuted with a significant increase of 38.33% to 24.9 HKD, focusing on electric engineering machinery [8] - Yuan Da Pharmaceutical (00512) rose 13.36% to 6.79 HKD following successful clinical trial results for a new drug [9] - Country Garden Services (06098) fell 5.55% to 6.64 HKD due to a financing arrangement involving a loan from its major shareholder [10]

Core Insights - ST Sairong reported a significant decline in both revenue and net profit for 2024, indicating increased operational pressure due to market competition and policy adjustments in the pharmaceutical industry [1][3][5] Revenue and Profit Performance - The company's total revenue for 2024 was 264 million, a year-on-year decrease of 15.15% from 311 million in 2023 [1][3] - The net profit attributable to shareholders was -33 million, a drastic decline of 447.67% compared to the previous year [1][3] - The net profit after excluding non-recurring gains and losses was -33.5 million, reflecting a staggering drop of 1275.25% [1][3] R&D Investment and Outcomes - Despite increasing R&D investments, the conversion of these efforts into financial improvement has been limited [4] - The company received approval notifications for 12 raw materials, including hydrochloride esmolol and fluorouracil, and completed registrations for several injectable formulations [4] - The low efficiency in converting R&D outcomes into market competitiveness has exacerbated the company's financial burden [4] Market Competition and Sales Strategy - The pharmaceutical industry faced intensified competition in 2024, driven by policy changes and expanded centralized procurement [5] - ST Sairong adjusted its sales strategies to enhance market share and optimize product sales structure, but these efforts yielded limited results due to fierce competition [5] - Although sales and management expenses decreased, this reduction did not significantly improve net profit performance [5]

Industry Updates - The new "National Intelligent Manufacturing Standard System Construction Guide" has been released, focusing on the integration of AI and manufacturing, with new standards added in five areas [2] - The National Medical Products Administration is promoting the digital transformation of the pharmaceutical industry, emphasizing the use of AI in drug design and production [2] - Nvidia's CEO stated that the Chinese AI chip market could reach $50 billion in the coming years, highlighting the importance of U.S. companies gaining access to this market [4] Company Performance - AMD reported Q1 revenue of $7.44 billion, a 36% year-over-year increase, with adjusted earnings per share of $0.96, up from $0.62 the previous year [5] - Apple is expected to launch AI features in iOS 18.6 in mainland China, supported by Alibaba and Baidu, with Baidu's model serving as the core engine [6] - Ningde Times announced a share buyback of 6.641 million shares, using a total of 1.551 billion yuan, representing 0.1508% of the company's total share capital [8] - 康希通信 has terminated its major asset restructuring plan and shifted to strategic investment [10]

Group 1 - A new wave of stock buybacks is occurring among A-share listed companies, coinciding with the latest portfolio adjustments of several billion-yuan fund managers [1][12] - Zhang Kun, deputy general manager of E Fund, sold 3 million shares of China Merchants Bank on April 29 due to exceeding the 10% limit of the fund's net asset value, amounting to approximately 127 million yuan [1][4] - Zhang Kun significantly increased his holdings in SF Express by 31.7 million shares during the first quarter of 2025 [1][5] Group 2 - Chen Hao, manager of E Fund's Quality Momentum Fund, increased his stake in Jianyou Co., a pharmaceutical stock, during April [1][7] - Fund managers Hu Xinwei and Gao Nan both increased their positions in durable consumer goods company Jiayi Co. [1][8] - Zhao Xiaodong, director of equity investment at Guohai Franklin Fund, increased his holdings in Huangjiu stock Guyue Longshan [1][10] Group 3 - The electronic and pharmaceutical industries topped the list of public fund research in April, with Luxshare Precision being the most favored stock, receiving over 100 research visits [1][12] - A total of 169 stocks received significant attention from public funds in April, with 22 stocks having research frequencies exceeding 50 times [1][12] - The electronic industry dominated the research focus, with Luxshare Precision receiving 182 visits, followed by other electronic stocks like Huidian Co. and Lanke Technology [1][13]

一、券商金股股票池上月回顾 2025年4月，万辰集团、先达股份、民士达等券商金股股票的月度上涨幅度靠前。 2025年4月，东北证券、华西证券、华源证券收益排名前三，月度收益分别为 17.31%、13.41%、12.75%，同期偏股混合型基金指数收益-2.26%，沪深300指数 收益-3.00%。 2025年以来，东北证券、华鑫证券、国联证券收益排名前三，年度收益分别为 44.56%、42.58%、16.68%，同期偏股混合型基金指数收益2.28%，沪深300指数收 益-4.18%。 二、券商金股股票池中选股因子表现 最近一个月，总市值、SUE、单季度净利润增速表现较好，EPTTM、波动率、预 期股息率表现较差； 今年以来，总市值、SUE、剥离涨停动量表现较好，预期股息率、EPTTM、波动 率表现较差。 三、券商金股股票池本月特征 截至2025年5月6日，共有41家券商发布本月金股。在对券商金股股票池进行去重 后，总共有291只A股。 从 绝 对 占 比 来 看 ， 本 期 券 商 金 股 在 电 子 (10.00%) 、 医 药 (8.25%) 、 基 础 化 工 (8.25%)、食品饮料(7.25%)、机械 ...

Core Viewpoint - The Shenzhen Stock Exchange has issued regulatory measures against Minsheng Securities and other involved parties due to violations during the IPO process of Dijia Pharmaceutical Group Co., Ltd, highlighting issues related to independence, internal controls, and financial disclosures [1][2][8]. Group 1: Regulatory Actions - The Shenzhen Stock Exchange decided to take written warning measures against Minsheng Securities for failing to adequately address independence issues of the issuer [8][20]. - Minsheng Securities' representatives, Bao Jingjing and He Runyong, received public criticism for their inadequate scrutiny of the issuer's independence and internal control issues [22][28]. - The audit firm Tianjian CPA and its signatory accountants, Fei Fanghua and Peng Xianglian, were also criticized for not properly addressing internal control deficiencies [30][36]. Group 2: Issuer's Independence Issues - Dijia Pharmaceutical was found to have independence flaws, as it prioritized purchasing from suppliers controlled by its actual controller, leading to conflicts of interest [3][12][41]. - Employees from the controlling shareholder, Dishan Group, were involved in procurement processes, raising concerns about the independence of the issuer's operations [3][12][41]. - The issuer failed to disclose these independence issues in accordance with the relevant disclosure guidelines [12][41]. Group 3: Internal Control Deficiencies - The issuer's internal controls regarding procurement, sales, and inventory management were found to be inadequate, with missing documentation and improper handling of transactions [4][6][26]. - Significant payments made by Dishan Group and its subsidiaries were not properly verified, leading to questions about the legitimacy of these transactions [4][10][32]. - The issuer's handling of returns related to unsold products was also criticized, as the accounting treatment did not align with actual contractual agreements [19][40]. Group 4: Financial Disclosure Issues - The issuer's financial disclosures were deemed inaccurate, particularly regarding the treatment of returns, which should have impacted the 2020 revenue figures instead of 2019 [19][40]. - The audit and legal representatives failed to provide accurate assessments of the issuer's financial practices, leading to further regulatory scrutiny [30][42][46].

Group 1 - The overall market view indicates that the impact of overseas tariffs is weakening, and the A-share market is expected to experience fluctuations upward, with a focus on growth rebounds [3][11][15] - The banking sector's quarterly reports fell short of expectations, raising concerns about the sustainability of dividends, leading to a rapid disbanding of bank stock groups [3][15] - The report highlights the active performance of technology growth themes, particularly in sectors like AI, robotics, and autonomous driving, while emphasizing the importance of self-controllable industries such as semiconductors and military technology [3][15] Group 2 - The report lists the top ten stocks for May, including companies from various sectors such as electronics, AI, media, and automotive, with no specific ranking [4][10] - The electronic sector includes Zhishang Technology and Xingchen Technology, both showing significant revenue growth driven by market demand and technological advancements [17][20] - The computer & AI & internet sector features Mai Xinlin, which has seen rapid revenue growth due to its comprehensive computing services and strategic partnerships in the AI field [24][27] Group 3 - The media and new consumption sector includes Yaoji Technology, which is focusing on revitalizing its core businesses and leveraging AI to enhance its gaming and marketing services [34][36] - The small and mid-cap sector features Weike Technology, which reported robust revenue growth and is expanding its overseas production capacity [38][39] - The automotive sector highlights Rongtai Co., which is solidifying its position as a leader in steering systems and expanding into the humanoid robotics market [42][45] Group 4 - The electric power equipment sector includes Landai Technology, which has turned profitable with significant growth in its new energy transmission business [47][50] - The pharmaceutical sector features Yipin Hong, which is facing challenges with declining revenues and profits, indicating a need for strategic adjustments [51]