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一品红跌2.02%,成交额8701.02万元,主力资金净流出211.05万元
Xin Lang Cai Jing· 2025-11-18 02:34
今年以来一品红已经5次登上龙虎榜,最近一次登上龙虎榜为7月21日,当日龙虎榜净买入6557.61万 元;买入总计3.05亿元 ,占总成交额比20.96%;卖出总计2.40亿元 ,占总成交额比16.46%。 资料显示,一品红药业集团股份有限公司位于广东省广州市黄埔区广州国际生物岛寰宇一路27号云润大 厦15-19层,成立日期2002年2月4日,上市日期2017年11月16日,公司主营业务涉及自有药品的研发、 生产和销售及代理药品的销售。主营业务收入构成为:儿童药61.12%,慢病药22.71%,其他16.17%。 一品红所属申万行业为:医药生物-化学制药-化学制剂。所属概念板块包括:AI医药、DeepSeek概念、 创新药、疫苗、年度强势等。 11月18日,一品红盘中下跌2.02%,截至10:11,报49.00元/股,成交8701.02万元,换手率0.42%,总市 值221.33亿元。 资金流向方面,主力资金净流出211.05万元,特大单买入561.18万元,占比6.45%,卖出0.00元,占比 0.00%;大单买入794.01万元,占比9.13%,卖出1566.23万元,占比18.00%。 一品红今年以来股价 ...
哈三联涨2.34%,成交额5242.42万元,主力资金净流出140.38万元
Xin Lang Zheng Quan· 2025-11-18 02:05
Company Overview - Harbin Sanlian Pharmaceutical Co., Ltd. is located in Harbin, Heilongjiang Province, established on June 21, 1996, and listed on September 22, 2017. The company specializes in the research, production, and sales of chemical drug formulations [1][2]. Financial Performance - As of November 10, 2023, Harbin Sanlian reported a revenue of 581 million yuan for the period from January to September 2025, a year-on-year decrease of 30.75%. The net profit attributable to the parent company was -209 million yuan, a significant decline of 614.61% [2]. - The company has cumulatively distributed 677 million yuan in dividends since its A-share listing, with 158 million yuan distributed over the past three years [3]. Stock Performance - On November 18, 2023, Harbin Sanlian's stock price increased by 2.34%, reaching 14.89 yuan per share, with a trading volume of 52.42 million yuan and a turnover rate of 2.05%. The total market capitalization stood at 4.711 billion yuan [1]. - Year-to-date, the stock price has risen by 54.30%, with a 2.69% increase over the last five trading days and a 12.12% increase over the last 20 days. However, it has seen a decline of 1.72% over the past 60 days [1]. Shareholder Information - As of November 10, 2023, the number of shareholders for Harbin Sanlian was 39,600, a decrease of 2.98% from the previous period. The average number of circulating shares per person increased by 3.07% to 4,419 shares [2]. Business Segmentation - The main revenue sources for Harbin Sanlian include: large-volume injections (32.00%), lyophilized powder injections (18.39%), solid preparations (17.39%), small-volume injections (14.34%), and other segments such as veterinary drugs (2.55%) and import/export trade (1.82%) [1].
医药生物行业双周报:创新为源,临床为鉴,效率为盾聚焦三大投资方向-20251117
Investment Rating - The investment rating for the pharmaceutical and biotechnology industry is "Positive" and the rating has been maintained [1] Core Views - The report emphasizes three core investment directions: 1) Breakthroughs in cutting-edge technologies (e.g., First-in-class drugs in oncology, weight loss, autoimmune fields, and innovative devices like brain-machine interfaces); 2) Clinical validation and commercialization potential (focus on the progress of domestic innovative drugs going abroad and the clinical development progress post-BD transactions); 3) Efficiency advantages in the industry chain (CXO leaders and high-value consumables' global layout) [8] Industry Review - The pharmaceutical and biotechnology industry index increased by 0.81%, ranking 21st among 31 primary industries, outperforming the CSI 300 index which decreased by 0.27% [5][16] - The sub-industries of pharmaceutical circulation and in vitro diagnostics saw significant gains of 7.61% and 5.32% respectively, while medical research outsourcing and medical devices experienced declines of 3.49% and 1.76% [5][16] - As of November 14, 2025, the industry PE (TTM overall method, excluding negative values) was 30.89x, up from 30.67x in the previous period, indicating an upward valuation trend that remains below the average [21] - The top three PE ratios among the sub-industries were for vaccines (50.42x), hospitals (43.67x), and medical devices (37.84x), while pharmaceutical circulation had the lowest valuation at 15.46x [21] Important Industry News - The National Health Commission and others issued implementation opinions to promote and regulate the application of "AI + healthcare" [7] - The NMPA released a new version of the "Medical Device Production Quality Management Specifications" [7] - Novartis received NMPA approval for its first radioligand therapy drug "Pluvicto®" for dual indications [7] - Sanofi's innovative targeted nano-antibody "Cablivi®" was approved by NMPA for treating immune-mediated thrombotic thrombocytopenic purpura [7] - The U.S. government reached a drug price control agreement with Eli Lilly and Novo Nordisk, leading to significant price reductions for GLP-1 drugs [7]
海普瑞跌2.07%,成交额3908.08万元,主力资金净流入201.77万元
Xin Lang Cai Jing· 2025-11-17 06:27
11月17日,海普瑞盘中下跌2.07%,截至14:02,报12.30元/股,成交3908.08万元,换手率0.25%,总市 值180.48亿元。 资金流向方面,主力资金净流入201.77万元,大单买入567.39万元,占比14.52%,卖出365.62万元,占 比9.36%。 海普瑞今年以来股价涨17.82%,近5个交易日跌0.57%,近20日涨5.22%,近60日跌7.10%。 资料显示,深圳市海普瑞药业集团股份有限公司位于广东省深圳市南山区松坪山郎山路21号,香港湾仔 港湾道30号新鸿基中心47楼4724室,成立日期1998年4月21日,上市日期2010年5月6日,公司主营业务 涉及肝素钠原料药、下游低分子肝素产品的研究、生产和销售。主营业务收入构成为:制剂63.06%, CDMO18.59%,肝素钠以及低分子肝素钠原料药16.05%,其他2.30%。 海普瑞所属申万行业为:医药生物-化学制药-化学制剂。所属概念板块包括:原料药、H股、肝素、融 资融券、中盘等。 截至9月30日,海普瑞股东户数2.70万,较上期增加2.60%;人均流通股0股,较上期增加0.00%。2025年 1月-9月,海普瑞实现营业收入 ...
九典制药跌2.05%,成交额1.27亿元,主力资金净流出1540.57万元
Xin Lang Cai Jing· 2025-11-17 06:13
资料显示,湖南九典制药股份有限公司位于湖南省长沙高新开发区麓天路28号金瑞麓谷科技园A1栋, 成立日期2001年1月19日,上市日期2017年10月10日,公司主营业务涉及医药产品的研发、生产和销 售。主营业务收入构成为:药品制剂82.47%,原料药7.65%,药用辅料6.03%,提取物及其他3.16%,技 术转让及服务0.63%,其他(补充)0.05%。 九典制药所属申万行业为:医药生物-化学制药-化学制剂。所属概念板块包括:中药、熊去氧胆酸、医 药电商、创新药、原料药等。 11月17日,九典制药盘中下跌2.05%,截至13:45,报16.76元/股,成交1.27亿元,换手率2.04%,总市值 83.84亿元。 资金流向方面,主力资金净流出1540.57万元,特大单买入0.00元,占比0.00%,卖出538.52万元,占比 4.23%;大单买入1488.27万元,占比11.68%,卖出2490.32万元,占比19.54%。 九典制药今年以来股价跌4.99%,近5个交易日跌0.30%,近20日涨0.24%,近60日跌4.99%。 分红方面,九典制药A股上市后累计派现4.50亿元。近三年,累计派现3.46亿元。 ...
恒瑞医药跌2.00%,成交额13.68亿元,主力资金净流出1.92亿元
Xin Lang Zheng Quan· 2025-11-17 05:46
Group 1 - The core viewpoint of the news is that 恒瑞医药's stock has experienced fluctuations, with a recent decline of 2.00% and a year-to-date increase of 34.88% [1] - As of November 17, the stock price is reported at 61.64 CNY per share, with a total market capitalization of 409.12 billion CNY [1] - The company has seen a net outflow of 1.92 million CNY in principal funds, with significant selling pressure observed [1] Group 2 - 恒瑞医药, established on April 28, 1997, focuses on the research, production, and sales of pharmaceuticals, particularly in the oncology field [2] - The company's main revenue sources are product sales (86.88%), licensing income (12.63%), and other income (0.49%) [2] - The company operates in various therapeutic areas, including oncology, pain management, and cardiovascular diseases [2] Group 3 - As of September 30, the number of shareholders has increased to 397,300, while the average circulating shares per person have decreased by 8.21% [3] - For the period from January to September 2025, 恒瑞医药 reported a revenue of 23.188 billion CNY, reflecting a year-on-year growth of 14.85%, and a net profit of 5.751 billion CNY, up 24.50% year-on-year [3] Group 4 - Since its A-share listing, 恒瑞医药 has distributed a total of 9.303 billion CNY in dividends, with 3.568 billion CNY distributed in the last three years [4] - Among the top ten circulating shareholders, Hong Kong Central Clearing Limited holds 487 million shares, a decrease of 48.179 million shares from the previous period [4] - Other notable shareholders include China Securities Finance Corporation and various ETFs, with some experiencing a reduction in shareholding [4]
通化金马涨2.23%,成交额3.93亿元,主力资金净流出1759.63万元
Xin Lang Cai Jing· 2025-11-17 03:30
11月17日,通化金马盘中上涨2.23%,截至11:05,报29.39元/股,成交3.93亿元,换手率1.41%,总市值 284.05亿元。 资金流向方面,主力资金净流出1759.63万元,特大单买入2862.41万元,占比7.28%,卖出4253.98万 元,占比10.82%;大单买入1.15亿元,占比29.36%,卖出1.19亿元,占比30.29%。 通化金马所属申万行业为:医药生物-化学制药-化学制剂。所属概念板块包括:民营医院、工业大麻、 东北振兴、肝炎治疗、中药等。 截至9月30日,通化金马股东户数3.82万,较上期减少3.20%;人均流通股25266股,较上期增加3.31%。 2025年1月-9月,通化金马实现营业收入8.92亿元,同比减少7.88%;归母净利润2496.35万元,同比增长 4.35%。 分红方面,通化金马A股上市后累计派现2.10亿元。近三年,累计派现0.00元。 机构持仓方面,截止2025年9月30日,通化金马十大流通股东中,创新药(159992)位居第七大流通股 东,持股919.30万股,相比上期增加8.78万股。南方中证1000ETF(512100)位居第八大流通股东,持 ...
神奇制药跌2.12%,成交额4115.37万元,主力资金净流出781.00万元
Xin Lang Cai Jing· 2025-11-17 02:13
神奇制药今年以来股价涨2.98%,近5个交易日涨3.91%,近20日涨9.68%,近60日涨0.58%。 资料显示,上海神奇制药投资管理股份有限公司位于上海市威海路128号长发大厦613室,成立日期1992 年7月22日,上市日期1992年8月20日,公司主营业务涉及药品的研发、生产与销售。主营业务收入构成 为:其他特色产品系列45.33%,抗肿瘤药系列27.73%,中药经典止咳系列8.54%,三高慢病产品系列 5.51%,皮肤外用抗菌系列4.81%,苗药强筋健骨系列4.62%,经典滋补产品系列2.61%,神奇娃娃儿药 系列0.84%。 神奇制药所属申万行业为:医药生物-化学制药-化学制剂。所属概念板块包括:零售药店、医药电商、 抗流感、小盘、中药等。 11月17日,神奇制药(维权)盘中下跌2.12%,截至09:54,报6.91元/股,成交4115.37万元,换手率 1.23%,总市值36.90亿元。 资金流向方面,主力资金净流出781.00万元,特大单买入191.68万元,占比4.66%,卖出444.69万元,占 比10.81%;大单买入455.12万元,占比11.06%,卖出983.11万元,占比23.8 ...
人福医药跌2.02%,成交额1.33亿元,主力资金净流出809.73万元
Xin Lang Cai Jing· 2025-11-17 02:13
Core Viewpoint - Renfu Pharmaceutical's stock has experienced a decline of 11.71% year-to-date, with a recent drop of 2.02% on November 17, 2023, indicating potential challenges in the market [1]. Financial Performance - For the period from January to September 2025, Renfu Pharmaceutical reported a revenue of 17.883 billion yuan, a year-on-year decrease of 6.58%, while the net profit attributable to shareholders was 1.689 billion yuan, reflecting a year-on-year growth of 6.22% [2]. - Cumulative cash dividends since the company's A-share listing amount to 3.113 billion yuan, with 1.779 billion yuan distributed over the past three years [3]. Shareholder Information - As of September 30, 2025, the number of shareholders for Renfu Pharmaceutical increased to 69,400, a rise of 38.71%, while the average circulating shares per person decreased by 27.91% to 22,222 shares [2]. - Among the top ten circulating shareholders, Hong Kong Central Clearing Limited holds 42.1832 million shares, a decrease of 1.3907 million shares compared to the previous period [3].
11月14日晚间重要公告一览
Xi Niu Cai Jing· 2025-11-14 10:08
Group 1: China Construction - The total new contracts signed by China Construction from January to October reached 3.61 trillion yuan, representing a year-on-year increase of 1% [1] Group 2: Changyuan Power - Changyuan Power's subsidiary received approval for the 100MW wind power project in Songzi, Hubei [2] Group 3: China Metallurgical Group - China Metallurgical Group reported a total new contract amount of 845.07 billion yuan from January to October, a decrease of 11.8% year-on-year, while overseas contracts increased by 7.3% to 71.16 billion yuan [4] Group 4: Shapuaisi - Shapuaisi received approval for clinical trials of deoxycorticosterone ketone solution, intended for use during cataract surgery [5] Group 5: Jianfeng Group - Jianfeng Group's subsidiary received approval for clinical trials of a new drug for treating advanced non-squamous non-small cell lung cancer [7] Group 6: Chongqing Steel - Chongqing Steel announced the resignation of its president Meng Wenwang due to work adjustments [8] Group 7: Tianma Technology - Tianma Technology reported an output of approximately 1732.99 tons of eel in October, with a total output of about 15218.73 tons from January to October [10] Group 8: Qingyuan Co. - Qingyuan Co.'s controlling shareholder reduced holdings of convertible bonds by 685,400 units, accounting for 13.71% of the total issuance [11] Group 9: Spring Airlines - Spring Airlines reported a passenger turnover of 506,200.49 million kilometers in October, a year-on-year increase of 20.06% [12] Group 10: China Merchants Port - China Merchants Port reported a total container volume of 17.1714 million TEUs from January to October, a year-on-year increase of 5.1% [13] Group 11: Yangdian Technology - Yangdian Technology announced a change in control following a share transfer [15] Group 12: Wanfu Biology - Wanfu Biology decided to postpone the implementation of its Knowledge City production base project [16] Group 13: Iwu Biology - Iwu Biology terminated the research project for a specific drug, which will reduce its 2025 net profit by approximately 333.79 million yuan [17] Group 14: Hainan Rubber - Hainan Rubber received an insurance payout of 22.9241 million yuan due to revenue loss from rubber price fluctuations [19] Group 15: Xinjiang Tianye - Xinjiang Tianye plans to establish a joint venture with Tianchi Energy to develop coal chemical projects [20] Group 16: China Coal Energy - China Coal Energy's executive director and president Zhao Rongzhe resigned due to reaching retirement age [22] Group 17: Huading Co. - Huading Co. received approval for a stock issuance to specific investors from the Shanghai Stock Exchange [24] Group 18: Zhongmu Co. - Zhongmu Co. decided to waive its right of first refusal for a 4.04% stake in a subsidiary [25] Group 19: Tianlong Co. - Tianlong Co. reported that its subsidiary's stock issuance was approved by the Beijing Stock Exchange [26] Group 20: Hualan Co. - Hualan Co.'s subsidiary plans to invest 20 million yuan in a biotechnology company [27] Group 21: Haichen Pharmaceutical - Haichen Pharmaceutical received a drug registration certificate for a new injection [28] Group 22: Aier Eye Hospital - Aier Eye Hospital plans to invest 300 million yuan in wealth management products [29] Group 23: Xiamen Engineering Machinery - Xiamen Engineering Machinery announced a planned share reduction by a major shareholder [30] Group 24: Guotai Group - Guotai Group successfully acquired 100% of a mining technology company for 110.1 million yuan [31] Group 25: Wanfeng Aowei - Wanfeng Aowei reached a settlement regarding an arbitration matter with a subsidiary [32] Group 26: Taihe Technology - Taihe Technology is undergoing technical upgrades for its ethylene carbonate project [33] Group 27: Renhe Pharmaceutical - Renhe Pharmaceutical's controlling shareholder plans to reduce holdings by 0.21% [34] Group 28: Changshu Bank - Changshu Bank's second-largest shareholder increased its stake to 3.98% [35] Group 29: Overseas Chinese Town A - Overseas Chinese Town A reported a 57% decrease in contract sales in October [36] Group 30: Canadian Solar - Canadian Solar's controlling shareholder expects total revenue of 1.3 to 1.5 billion USD in Q4 2025 [38] Group 31: Zhonggong Education - Zhonggong Education's controlling shareholder's shares will be auctioned due to a loan dispute [40] Group 32: Aikexibo - Aikexibo's shareholders plan to reduce their holdings by up to 3% [42] Group 33: Wanhua Chemical - Wanhua Chemical's shareholder plans to reduce holdings by up to 0.5% [44] Group 34: Jujie Microfiber - Jujie Microfiber's controlling shareholder plans to reduce holdings by up to 2% [45] Group 35: Wangsu Technology - Wangsu Technology's shareholder plans to reduce holdings by up to 1% [46] Group 36: Tianli Lithium Energy - Tianli Lithium Energy received a patent for lithium-ion battery materials [47] Group 37: Heshun Electric - Heshun Electric won a 40 million yuan project for energy storage services [49] Group 38: Changchun High-tech - Changchun High-tech's subsidiary received FDA approval for a clinical trial of a new drug [51] Group 39: Dongrui Co. - Dongrui Co. received an additional export quota for live pigs to Hong Kong [52] Group 40: Zhongwei Co. - Zhongwei Co. set the H-share issuance price at 34 HKD per share [53] Group 41: Fospower Technology - Fospower Technology plans to invest in a lithium sulfide project with partners [54]