格隆汇9月4日丨诺思格(301333.SZ)在互动平台表示，公司目前业务中大部分为创新药，不涉及Ai技术 协助发现新靶点相关业务。在实际业务中，公司的竞争优势体现在试验设计方面创新性的技术领先以及 项目执行层面的质量和口碑。 ...

Investment Rating - The report has downgraded the investment rating for the pharmaceutical and biotechnology industry, indicating that most sub-sectors are under performance pressure and suggesting a focus on performance improvement directions [1]. Core Insights - The overall revenue and net profit attributable to the parent company in the pharmaceutical and biotechnology industry saw a decline in H1 2025, with total revenue of 1.23 trillion yuan, down 2.7% year-on-year, and net profit of 99.15 billion yuan, down 3.9% year-on-year [4][13]. - Most sub-sectors experienced a year-on-year decline in performance in H1 2025, with only a few segments like medical R&D outsourcing and other biological products showing positive growth [4][14]. - The investment strategy suggests focusing on innovative drugs and medical devices, highlighting companies such as Heng Rui Medicine, Bei Da Pharmaceutical, and Mindray Medical as potential investment opportunities [4]. Summary by Sections Overall Industry Performance - In H1 2025, the pharmaceutical and biotechnology industry reported total revenue of 1.23 trillion yuan, a decrease of 2.7% year-on-year, and a net profit of 99.15 billion yuan, down 3.9% year-on-year [4][13]. - The industry also saw a decline in non-recurring net profit, which fell by 13.2% year-on-year to 82.67 billion yuan [4]. Sub-sector Performance - **Chemical Preparations**: Revenue decreased by 3.2% to 271.41 billion yuan, and net profit fell by 7.5% to 25.72 billion yuan in H1 2025 [23][30]. - **Traditional Chinese Medicine**: Revenue dropped by 5.5% to 178.60 billion yuan, with net profit slightly down by 0.1% to 22.34 billion yuan [32][37]. - **Biological Products**: Revenue fell by 17.6% to 55.80 billion yuan, and net profit decreased by 31.3% to 6.36 billion yuan [40][45]. - **Pharmaceutical Commerce**: Revenue was 514.18 billion yuan, a slight decline of 0.2%, while net profit increased by 7.2% to 12.04 billion yuan [49][52]. Investment Strategy - The report recommends focusing on innovative drugs and medical devices, with specific companies highlighted for potential investment, including Heng Rui Medicine, Bei Da Pharmaceutical, and Mindray Medical [4].

Core Viewpoint - Innovation Medical (002173) has shown a significant increase in stock price and trading volume, indicating potential investor interest despite mixed financial performance [1][2]. Financial Performance - As of the latest report, Innovation Medical's total revenue for the first half of 2025 was 402 million yuan, a year-on-year decrease of 1.6% [3]. - The company reported a net profit attributable to shareholders of -11.36 million yuan, which is a year-on-year increase of 29.12% [3]. - The second quarter of 2025 saw a single-quarter revenue of 208 million yuan, reflecting a year-on-year increase of 0.73% [3]. - The gross profit margin stands at 12.06%, significantly lower than the industry average of 35.92% [3]. Market Activity - On September 4, 2025, the stock closed at 24.99 yuan, up 5.31%, with a trading volume of 1.1823 million hands and a total transaction amount of 2.934 billion yuan [1]. - The net inflow of main funds was 136 million yuan, accounting for 4.65% of the total transaction amount [1][2]. - Over the past five days, the stock has experienced fluctuations in fund flows, with notable net outflows from retail investors [2]. Industry Comparison - Innovation Medical's total market capitalization is 11.028 billion yuan, which is below the industry average of 20.374 billion yuan [3]. - The company ranks 34th in net profit and 40th in gross margin within the medical services industry [3]. - The price-to-earnings ratio is -485.32, indicating a loss, while the industry average is 83.81 [3].

中银国际发表报告指，泰格医药上半年业绩反映出国内生物科技产业持续面临挑战，需求疲软与融资限 制影响了项目数量与定价；盈利能力收缩，但海外业务扩张有助于缓解部分冲击。展望未来，国内融资 复苏与海外新增订单或将支持业绩逐步改善，惟时间点仍不确定。该行维持对其"买入"评级，目标价由 40港元上调至51港元。 ...

8月26日，中国平安保险（集团）股份有限公司（以下简称"中国平安""平安""集团"或"公司"）公 布截至2025年6月30日止中期业绩。 2025年，立足于更高的起点，继续深化改革创新，中国平安在战略推进和服务升级方面取得了显著 进展。面对机遇与挑战，其聚焦综合金融主业，深化发展"综合金融+医疗养老"双轮并行、科技驱动战 略，以客户需求为导向，持续推动"三省"服务工程，整体经营保持稳健，彰显发展韧性与创新动力。 2025年上半年，集团实现归属于母公司股东的营运利润777.32亿元，同比增长3.7%；归属于母公司股东 的净利润680.47亿元。现金分红水平稳定增长，将向股东派发中期股息每股现金人民币0.95元，同比增 长2.2%。寿险多渠道高质量发展，2025年上半年，寿险及健康险业务新业务价值同比大增39.8%。保险 资金投资业绩稳健，资产配置能力持续增强。保险资金投资组合实现非年化综合投资收益率3.1%，同 比上升0.3个百分点。 "综合金融+医疗养老"战略深入推进。综合金融"三数"均衡增长。截至2025年6月末，该公司个人客 户数近2.47亿，较2024年6月末增长4.6%；客均持有合同2.94个，较20 ...

通过专科联盟的建立，各方将在肿瘤规范化诊疗、筛查早诊、人才培养及科研协作等领域形成长效机 制，切实提升区域肿瘤防治水平。在实践路径上，联盟将建立双向转诊程序和肿瘤疾病转诊指导目录， 畅通慢性期、恢复期肿瘤疾病患者向下转诊渠道。同时依托专科联盟内医疗机构肿瘤专科医疗资源，以 肿瘤专科协作为纽带，建立联盟内不同级别、不同类别医疗机构间目标明确、权责清晰的分工协作机 制。 8月28日，内蒙古自治区肿瘤专科联盟在呼和浩特正式成立。这一重要举措标志着内蒙古肿瘤防治事业 进入新发展阶段，此举是优化分级诊疗服务、实现"大病不出省"目标的具体实践，将为优化区域医疗资 源布局、提升基层诊疗能力按下"加速键"。 据介绍，联盟由北京大学肿瘤医院内蒙古医院（内蒙古医科大学附属肿瘤医院）牵头组建，依托该院的 优势资源，通过定期派驻专家、远程会诊、标准化培训等方式，快速提升成员单位的诊疗水平，最终将 让内蒙古的百姓在家门口就能享受到优质、高效的肿瘤诊疗服务，切实减轻就医负担，提升健康获得 感。 此外，联盟还将建立肿瘤专科医师进修、规范化培训制度，开展相关培训；依托远程医疗平台，开展远 程讲课、教学查房、病例讨论和学术交流，有力提升基层医 ...

安宁疗护实践以终末期患者和家属为中心，以多学科协作模式进行，主要内容包括疼痛及其他症状控 制，舒适照护，心理、精神及社会支持等。 根据国家卫生健康委官网26日发布的通知，国家卫生健康委组织有关专家，对2017年印发的《安宁疗护 实践指南(试行)》进行了修订，形成《安宁疗护实践指南(2025年版)》，旨在进一步推动各地安宁疗护 发展，规范安宁疗护实践行为。 新版指南对症状控制、舒适照护、心理支持和人文关怀相关内容进行了修订更新，同时进一步优化完善 了相关评估和观察要点、治疗原则、护理要点、支持要点和注意事项等内容，供各地参照执行。(记者 李恒) ...

Meeting Overview - The company will hold its first extraordinary general meeting of shareholders in 2025 on September 8, 2025 [1][2] - The meeting is convened by the board of directors of Xi'an International Medical Investment Co., Ltd. [2] - The meeting complies with relevant laws and regulations, including the Company Law and the rules for listed companies [2] Meeting Details - The on-site meeting will take place at 2:45 PM on September 8, 2025, with online voting available throughout the day [3] - Shareholders can vote either in person or via the internet, but cannot use both methods for the same vote [3] - The record date for shareholders to attend the meeting is September 3, 2025 [3][4] Attendance - All shareholders registered by the record date are entitled to attend the meeting, along with the company's directors, supervisors, and legal advisors [4] - The meeting will be held at Xi'an International Medical Center Hospital [4] Agenda Items - The meeting will include several proposals, with one requiring a special resolution needing approval from over two-thirds of the voting rights present [6] - Only one director will be elected during this meeting, and cumulative voting will not apply [7] Voting Procedures - Shareholders can participate in online voting through the Shenzhen Stock Exchange trading system or internet system [12] - Voting codes and instructions for the proposals will be provided, with all proposals being non-cumulative [14][15] Registration Information - Registration for the meeting can be done in person or via fax or mail for distant shareholders [9] - The registration period is from September 4 to September 5, 2025, with the option to register on the day of the meeting [11] Additional Information - Shareholders are responsible for their own travel and accommodation expenses [18] - Contact information for inquiries is provided, including phone and fax numbers [19]

登录新浪财经APP 搜索【信披】查看更多考评等级 证券代码：000516 证券简称：国际医学 公告编号：2025-041 西安国际医学投资股份有限公司关于召开2025年第一次临时股东会的提示性公告 本公司及董事会全体成员保证信息披露内容的真实、准确、完整，没有虚假记载、误导性陈述或重大遗 漏。 2.召集人：西安国际医学投资股份有限公司董事会。 3.公司第十三届董事会第六次会议审议通过了关于召开公司2025年第一次临时股东会的事项。会议的召 开符合《公司法》《上市公司股东会规则》《股票上市规则》等有关法律法规、规范性文件的规定和 《公司章程》的要求。 4.会议召开时间： 现场会议时间：2025年9月8日（星期一）下午2:45； 网络投票时间：2025年9月8日。 其中，通过深圳证券交易所交易系统进行网络投票的具体时间为： 2025年9月8日的交易时间，即09:15一09:25，09:30一11:30和13:00一15:00；通过深圳证券交易所互联网 系统投票的具体时间为：2025年9月8日09:15一15:00期间任意时间。 5.会议的召开方式：现场表决和网络投票相结合的方式。 本公司于2025年8月22日在《 ...

此外，本次季度调整中，富时中国A50指数的备选股名单为民生银行、洛阳钼业、同花顺、上汽集团、赛力斯。直到 下季度成份股审核前，如果有一个或多个成份股被删除即选用上述备选股。 据Wind统计，新纳入的四只股票，今年以来（截至9月3日）涨幅均超过100%。 | 证券代码 | 证券简称 | 今年以来涨幅 (截至9月3日) | | --- | --- | --- | | 300502.SZ | 新易盛 | 349.64% | | 300308.SZ | 中际旭创 | 246.45% | | 603259.SH | 药明康德 | 105.82% | | 688235.SH | 百济神州-U | 102.51% | | | 数据来源: Wind | | 富时罗素9月3日宣布对富时中国50指数、富时中国A50指数、富时中国A150指数、富时中国A200指数、富时中国 A400指数的季度审核变更。该变更将于2025年9月19日星期五收盘后（即2025年9月22日星期一）生效。 其中，最受市场关注的富时中国A50指数本次纳入百济神州-U、新易盛、药明康德、中际旭创，同时剔除中国核电、 中国联通、国电南瑞、万华化学。 ...