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毕得医药12月18日现3笔大宗交易 总成交金额1004.4万元 其中机构买入204万元 溢价率为-7.25%
Xin Lang Cai Jing· 2025-12-18 10:21
第3笔成交价格为60.00元,成交3.34万股,成交金额200.40万元,溢价率为-7.25%,买方营业部为瑞银 证券有限责任公司上海花园石桥路证券营业部,卖方营业部为浙商证券股份有限公司上海长乐路证券营 业部。 进一步统计,近3个月内该股累计发生13笔大宗交易,合计成交金额为6055.01万元。该股近5个交易日 累计下跌3.45%,主力资金合计净流出501.35万元。 责任编辑:小浪快报 炒股就看金麒麟分析师研报,权威,专业,及时,全面,助您挖掘潜力主题机会! 12月18日,毕得医药收跌1.57%,收盘价为64.69元,发生3笔大宗交易,合计成交量16.74万股,成交金 额1004.4万元。 第1笔成交价格为60.00元,成交10.00万股,成交金额600.00万元,溢价率为-7.25%,买方营业部为广发 证券股份有限公司总部,卖方营业部为浙商证券股份有限公司上海长乐路证券营业部。 第2笔成交价格为60.00元,成交3.40万股,成交金额204.00万元,溢价率为-7.25%,买方营业部为机构 专用,卖方营业部为浙商证券股份有限公司上海长乐路证券营业部。 ...
药石科技:公司中长期发展规划清晰,核心是以绿色、智能的化学技术创新驱动可持续发展
Zheng Quan Ri Bao Wang· 2025-12-18 09:47
Core Viewpoint - The company emphasizes its clear medium to long-term development plan, focusing on sustainable development driven by green and intelligent chemical technology innovation [1] Group 1: Development Strategy - The company's key tasks include advancing digitalization and intelligence in management systems [1] - Strengthening compliance systems and scaling up production capacity is a priority [1] - The company aims to accelerate the layout of new molecular businesses such as TIDES and XDC [1] Group 2: Market Adaptation - The company is adapting to changes in the international biopharmaceutical investment environment, which has led to fluctuations in downstream demand [1] - Investment pace has been prudently planned and dynamically adjusted based on market demand, capacity layout, and usage efficiency to maximize shareholder interests [1] - The company will continue to monitor environmental changes and make reasonable arrangements for the use of raised funds [1]
化学制药板块12月18日跌0.04%,益方生物领跌,主力资金净流出4.98亿元
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。 从资金流向上来看,当日化学制药板块主力资金净流出4.98亿元,游资资金净流入7193.04万元,散户资 金净流入4.26亿元。化学制药板块个股资金流向见下表: 证券之星消息,12月18日化学制药板块较上一交易日下跌0.04%,益方生物领跌。当日上证指数报收于 3876.37,上涨0.16%。深证成指报收于13053.98,下跌1.29%。化学制药板块个股涨跌见下表: ...
圣达生物:1784.07万股限售股12月25日上市流通
Xin Lang Cai Jing· 2025-12-18 09:02
圣达生物公告称,公司向特定对象发行的1784.07万股限售股将于2025年12月25日上市流通,占公司总 股本的9.44%。2025年6月25日公司向特定对象发行A股股票完成登记后,总股本由171,188,958股变更为 189,029,624股。本次限售股股东均承诺认购股份自发行结束之日起6个月内不得转让,截至公告披露 日,股东均严格履行承诺。保荐机构对本次限售股上市流通事项无异议。 ...
海南自贸港全岛封关,哪些方向将受益?
天天基金网· 2025-12-18 08:49
Core Viewpoint - The article discusses the official launch of the Hainan Free Trade Port's full island closure on December 18, which is expected to create a special customs regulatory area and implement a policy of "one line open, two lines controlled, and free within the island" [5][6]. Group 1: Policy Implications - The "one line open" policy allows for more freedom and convenience for people, capital, goods, and data from foreign countries and regions to enter Hainan [6]. - The "two lines controlled" policy means that special policies applicable only within Hainan will be managed by mainland policies when elements enter the mainland [6]. - The closure is anticipated to optimize the development environment for the private economy and stimulate investment activity, providing clear development opportunities for multiple industries [6]. Group 2: Beneficiary Industries - Industries such as import-export trade, international shipping, and logistics will directly benefit from customs facilitation and tax incentives [7]. - The tourism, hotel, exhibition, cultural entertainment, and healthcare sectors are expected to expand due to visa-free and tax-free policies, attracting more international visitors [7]. - High-end manufacturing and technology sectors, including biomedicine and digital economy, will benefit from zero tariffs and low tax rates, reducing R&D costs and attracting businesses [7]. Group 3: Investment Opportunities - The closure is seen as a significant opportunity for the trade sector and will help Hainan accelerate its development as an international tourism consumption center [7]. - Stakeholders in the tourism industry, including scenic spots, hotels, and travel retailers, are expected to benefit in the long term [7]. - Areas such as duty-free shopping, cross-border finance, and international shipping are projected to present investment opportunities post-closure [7].
吉贝尔(688566.SH):获得"一种紫杉烷衍生物及其制备方法、应用"发明专利
Ge Long Hui A P P· 2025-12-18 08:38
上述发明属于药物化学领域,具体涉及一种紫杉烷衍生物及其制备方法和应用。该发明提供的化合物可 用于紫杉烷类抗癌化合物的杂质的检测,能够为紫杉烷类抗癌化合物的质量控制提供对照品;控制本发 明提供的紫杉烷衍生物含量能够明显改善降低紫杉烷类抗癌化合物作为药物应用时的毒性或副作用以及 改善其长期稳定性,并对提高紫杉烷衍生物作为药物应用时的药理活性有明显益处。 该发明专利的取得是公司核心技术的体现和延伸,本次发明专利的获得不会对公司近期经营产生重大影 响,但有利于进一步完善公司知识产权保护体系,发挥自主知识产权的技术优势,促进技术创新,从而 提升公司核心竞争力。 格隆汇12月18日丨吉贝尔(688566.SH)公布,公司于近日收到1项国家知识产权局颁发的发明专利证书。发 明专利名称:一种紫杉烷衍生物及其制备方法、应用,专利号:ZL 2023 1 1469030.2。 ...
美诺华:控股子公司阿托伐他汀钙原料药通过CDE技术审评
Ge Long Hui· 2025-12-18 08:09
Core Viewpoint - Meinuo Pharma (603538.SH) has received approval from the National Medical Products Administration for its atorvastatin calcium raw material drug, which will enhance its product line and expand its business scope [1] Group 1: Regulatory Approval - The company’s subsidiary, Xuancheng Meinuo, received the approval notice for atorvastatin calcium raw material drug with registration number Y20240000440 [1] - The application for the drug was submitted to the CDE on May 16, 2024, and it passed the review on December 17, 2025, with a registration status marked as "A" [1] Group 2: Financial Investment - The total R&D investment for the atorvastatin calcium raw material drug amounted to 14.9496 million yuan (approximately 2.1 million USD) [1] Group 3: Business Expansion - The approval of atorvastatin calcium raw material drug will enrich the subsidiary's product line and help expand the company's business areas [1] - This development is expected to enhance the company's integrated production advantages in the raw material drug formulation sector [1]
华仁药业:将持续跟进原料药生产基地项目进展
Zheng Quan Ri Bao Wang· 2025-12-18 07:10
证券日报网讯12月17日,华仁药业(300110)在互动平台回答投资者提问时表示,公司与肥东县人民政 府签订的原料药生产基地项目合作框架协议仅为初步的合作意向协议,暂未约定具体投资金额。若合作 事项正式落地,将帮助公司形成规模化、智能化的原料药生产能力,助力公司"原料+制剂+包材"一体 化战略深度落地。公司将持续跟进项目进展,及时履行相应审议程序和信息披露义务。 ...
国海证券晨会纪要:2025年第215期-20251218
Guohai Securities· 2025-12-18 01:08
Group 1: Company Dynamics - The pre-sale of the "Yangtze River Xinglan" cruise has officially launched, marking the entry of the interstate cruise business into a performance realization phase. The first sailing is scheduled for April 18, 2026, with prices starting at 4,399 yuan per person for standard luxury rooms [3][4] - The cruise is designed as a high-end vacation vessel, measuring approximately 150 meters in length and 23 meters in width, with a total tonnage of 17,000 tons. It features 259 cabins and can accommodate up to 650 passengers, with energy savings of over 20% compared to similar-sized vessels [4] - The company plans to build a total of four interstate cruises, with the first expected to be operational by June 2026. Once all four are operational, the projected annual revenue is approximately 395 million yuan, with a net profit of around 100 million yuan [4] Group 2: Industry Insights - The report discusses the historical evolution and global opportunities for Chinese securities firms venturing abroad. It highlights that the international business revenue of highly internationalized securities firms can reach about 25%, indicating significant growth potential for Chinese firms [6] - The favorable factors for securities firms expanding overseas include government policies encouraging international operations and increasing interest from foreign capital in Chinese assets, particularly in emerging markets like Southeast Asia [6] Group 3: Pharmaceutical Developments - The innovative dual-target GLP-1 receptor and GIP receptor agonist HDM1005 has shown promising results in weight management during its Phase II clinical trials in China, with significant weight loss observed across various dosage groups [8][9] - The safety profile of HDM1005 is favorable, with most adverse events being mild to moderate, and no serious adverse events related to the treatment were reported [10] - Revenue projections for the company are estimated at 45.19 billion yuan, 47.72 billion yuan, and 50.36 billion yuan for the years 2025, 2026, and 2027, respectively, with corresponding net profits of 3.91 billion yuan, 4.50 billion yuan, and 5.02 billion yuan [10] Group 4: Insurance Sector Analysis - The implementation of new insurance regulations is expected to reshape the behavior of insurance companies, with a focus on optimizing asset allocation and managing capital adequacy under the new "Solvency II" framework [11][12] - The report indicates that the demand for high-quality credit bonds is increasing, while the preference for lower-rated bonds is declining, suggesting a shift in investment strategies among insurance firms [15] - The overall premium income for insurance companies has shown a steady increase, with a year-on-year growth of 8.0%, although the growth rate is lower than in previous years [15] Group 5: Investment Strategies in AI - The report emphasizes the investment focus on AI applications, particularly in smart driving, AI hardware, and internet companies transitioning to AI, predicting a structural market upturn in 2026 [17] - The representative fund managed by Liu Yuanhai has consistently outperformed the CSI 300 index, demonstrating strong excess return capabilities and a high annual win rate [18]
新质生产力三重演进 共促企业价值提升
Zheng Quan Shi Bao· 2025-12-17 19:27
Core Viewpoint - The "New Quality Productivity" is fundamentally reshaping corporate growth logic and creating new avenues for development, emphasizing the need for companies to leverage rapidly growing AI tools to enhance self-awareness and capabilities, thereby transforming new quality productivity into corporate value [1] Group 1: Empowerment through New Quality Productivity - New quality productivity is essential for high-quality development, as highlighted in the 15th Five-Year Plan, and serves as a critical focus for enterprises [2] - Companies can enhance core competitiveness through systematic upgrades, efficiency revolutions, and value reconstruction, shifting from isolated breakthroughs to ecological competition [2] Group 2: Three Evolutionary Paths - The industrial logic of new quality productivity involves three evolutionary paths: traditional industry replacement and upgrade, integration and growth of emerging industries, and forward-looking layout of future industries [3] - The application of artificial intelligence in the industrial sector has already generated tangible value, linking various production stages and facilitating a growth path of "replacement-integration-leap" for domestic enterprises [3][4] Group 3: Industry-Specific Insights - In the pharmaceutical sector, AI significantly reduces the time required for new drug development from years to mere months, as exemplified by companies like Yabton Chemical [5] - Consulting firms are increasingly required to utilize data more effectively to gain client trust in the AI era, leading to the establishment of vertical models for enhanced data application [5] - The traditional Chinese medicine sector is also embracing AI to improve production control, quality inspection, and sales transparency [5] Group 4: Challenges in Implementation - The fast-moving consumer goods (FMCG) sector faces unique challenges in digitalization due to product variety and market constraints, yet companies are committed to strengthening their digital core strategies [6] - Data security remains a significant concern, as AI enhances management efficiency but poses risks during data exchange processes [6] - The industrial X-ray intelligent detection industry encounters dual challenges in hardware and software, necessitating continuous updates in material design and theoretical calculations [6] Group 5: Integration and Innovation - The difficulty of achieving integration in industries is highlighted, with a focus on understanding the industry thoroughly before implementing digital twin technologies [7] - Companies must embrace advanced technologies while being mindful of their financial health, as innovation should aim to create a value loop rather than being an end in itself [7] - The development of new quality productivity fundamentally relies on human involvement, encouraging a culture of creativity among younger employees to foster value creation [7]