化学制药

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每周股票复盘:诺诚健华(688428)股本结构稳定,激励计划持续推进
Sou Hu Cai Jing· 2025-06-07 02:48
Summary of Key Points Core Viewpoint - Nocera Health (688428) has shown a positive stock performance, with a closing price of 24.56 yuan as of June 6, 2025, reflecting a 2.25% increase from the previous week [1]. Company Announcements - As of May 31, 2025, the company's legal/registered capital remains unchanged at 25,000,000,000 shares, with a total nominal value of USD 50,000 [1][3]. - The number of issued shares remains stable, with 1,494,598,235 shares listed on the Hong Kong Stock Exchange and 266,282,967 shares on the Shanghai Stock Exchange [1][3]. - There were no new additions or reductions in issued or treasury shares during the month [1]. - Under the 2023 and 2024 RMB stock incentive plans, a total of 7,209,000 and 9,870,200 restricted shares were granted at prices of 6.95 yuan and 6.65 yuan, respectively [1]. - As of the end of May 2025, 633,250 and 70,000 restricted shares have lapsed [1][3].
每周股票复盘:诺泰生物(688076)每股派发现金红利0.80元,转增0.40股
Sou Hu Cai Jing· 2025-06-07 01:15
截至2025年6月6日收盘,诺泰生物(688076)报收于50.17元,较上周的48.06元上涨4.39%。本周,诺 泰生物6月4日盘中最高价报51.48元。6月3日盘中最低价报47.76元。诺泰生物当前最新总市值112.82亿 元,在化学制药板块市值排名41/150,在两市A股市值排名1402/5148。 公司公告汇总 诺泰生物发布了2024年年度权益分派实施公告,主要内容如下: 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。 每股派发现金红利0.80元,每股转增0.40股。 以方案实施前的公司总股本224,870,915股为基数,共计派发现金红利179,896,732.00元,转增 89,948,366股,本次分配后总股本为314,819,281股。 股权登记日为2025年6月11日,除权(息)日、新增无限售条件流通股份上市日和现金红利发放日 均为2025年6月12日。 利润分配及转增股本方案经公司2025年5月23日的2024年年度股东大会审议通过。 对于不同类型的股东,现金红利所得税政策有所不同: 持有公司无限售条件流通股的 ...
每周股票复盘:*ST双成(002693)注射用紫杉醇ANDA获FDA批准并完成里程碑款项接收
Sou Hu Cai Jing· 2025-06-07 00:39
Core Points - *ST Shuangcheng (002693) reported a closing price of 8.22 yuan as of June 6, 2025, down 2.72% from the previous week [1] - The company achieved a market capitalization of 3.409 billion yuan, ranking 123rd out of 150 in the chemical pharmaceutical sector and 3924th out of 5148 in the A-share market [1] Company Announcements - *ST Shuangcheng's injectable paclitaxel (albumin-bound) ANDA received approval from the US FDA for market entry, and the company has received a total of 6 million USD in milestone payments [1] - The company signed a licensing and supply agreement, granting exclusive rights to Meitheal Pharmaceuticals, Inc. and Hong Kong King-Friend Industrial Co., Ltd. for the development and production of injectable paclitaxel (albumin-bound) (100mg/vial) in the US [1] - From October 2022 to April 2023, the company received 3 million USD in milestone payments from HKF, and in May 2025, the FDA approved the ANDA, leading to the first shipment to the US [1] - Recently, the company received the remaining 3 million USD in milestone payments, totaling 6 million USD, which will be recognized as deferred revenue according to accounting standards [1]
每周股票复盘:海创药业(688302)氘恩扎鲁胺销售策略明确,市场潜力巨大
Sou Hu Cai Jing· 2025-06-06 23:03
Core Viewpoint - Haichuang Pharmaceutical (688302) is focusing on the sales strategy of its drug, Dihenzalutamide, which is expected to fill a clinical gap in treating specific mCRPC patients and has significant market potential in China [1][2]. Group 1: Sales Strategy and Market Position - The sales strategy for Dihenzalutamide revolves around a "medical-market-access-sales" four-wheel drive model, emphasizing the establishment of new standards and accumulation of real-world data [1]. - The drug has a differentiated competitive advantage compared to competitors, significantly improving the primary endpoint by extending rPFS by 5.5 months and reducing the risk of imaging progression or death by 42% [1][2]. - The prostate cancer market in China is projected to reach 50 billion by 2030, indicating substantial market potential for Dihenzalutamide [1]. Group 2: Clinical Research and Development - Dihenzalutamide has been included in the CSCO guidelines in 2023 and is expected to be included again after product approval in 2025 [2]. - The company has been exploring protein degradation technology since 2016 and has developed a mature PROTC and molecular glue technology platform [2]. - HP518 is the first oral R PROTC drug in clinical trials in China, with the first subject enrolled in a Phase II trial expected to complete by December 2024 [2]. Group 3: Financial and Operational Outlook - The company plans to maintain annual R&D expenditures at around 200 million over the next 2-3 years, with cash reserves of 880 million as of March 2025 [2]. - The company is considering refinancing needs based on product commercialization and progress of ongoing projects [2]. - An experienced business development team has been established overseas to advance various business development activities [2].
每周股票复盘:复星医药(600196)回购股份及修订公司章程
Sou Hu Cai Jing· 2025-06-06 19:53
上海复星医药(集团)股份有限公司已完成《上海复星医药(集团)股份有限公司2022年限制性A股股 票激励计划》项下共计897140股A股限制性股票的回购及注销,公司的注册资本、总股本发生相应变 化。根据相关法律法规和授权,经公司第九届董事会第八十一次会议审议通过,同意对公司章程作如下 修订:第二十条公司股本结构调整为内资股2118488825股,境外上市外资股551940500股。第二十一条 公司注册资本调整为人民币2670429325元。除上述修订外,现行公司章程的其他条款不变。公司股东会 已授权董事会办理本次激励计划的有关事宜,包括但不限于向中国证券登记结算有限责任公司上海分公 司申请办理有关登记结算业务、修订公司章程、办理公司注册资本的变更登记等事宜。因此,本次修订 公司章程无需提交股东会再行审议。本次注册资本变更尚需经上海市市场监督管理局登记。 公司公告汇总:复星医药累计已回购7310552股A股,占总股本比例0.2738% 公司公告汇总:复星医药完成897140股A股限制性股票的回购及注销,注册资本减少至 2670429325元 公司公告汇总:严佳女士当选为第十届董事会的职工董事 以上内容为证券之星据 ...
雅本化学(300261) - 300261雅本化学投资者关系管理信息20250606
2025-06-06 13:06
Group 1: Business Operations - The company has an annual production capacity of 2,000 tons for chlorantraniliprole intermediates, operating under a CDMO model, which allows for customized production based on client orders [1] - The chlorantraniliprole business is currently not affected by the "Shandong Youdao" incident, as the company has not participated in market competition and adjusts supply based on client demand [1] - The company has not yet signed a new cooperation agreement after the expiration of a long-term contract, but normal supply to clients continues, with intentions for extension being discussed [2] Group 2: Impact of Tariff Policies - The company’s CDMO business model has fostered closer relationships with clients, allowing for transparent communication, which helped mitigate the impact of a 10% tariff increase in the U.S. [3] - Clients, primarily multinational corporations, have the flexibility to shift procurement needs to domestic factories or other countries with lower tariffs, enhancing resilience against tariff changes [3] Group 3: Agricultural Business Development - The agricultural business is focused on a "big client strategy" and CDMO model, with several projects at various stages of development, expected to improve performance as products are launched [4] Group 4: Pharmaceutical Business Development - The company is increasing investment in pharmaceutical R&D and production facilities, aiming to strengthen the integration of its pharmaceutical sector and enhance supply chain competitiveness [5][6] Group 5: Environmental Business Development - The subsidiary engaged in kitchen waste treatment has seen slowed growth due to market changes, but plans to pivot towards biomass waste resource management to improve overall business performance [6]
皓元医药现4笔大宗交易 均为折价成交
Zheng Quan Shi Bao Wang· 2025-06-06 13:05
证券时报·数据宝统计显示,皓元医药今日收盘价为46.16元,下跌0.92%,日换手率为3.82%,成交额为 3.61亿元,全天主力资金净流出2643.26万元,近5日该股累计上涨20.65%,近5日资金合计净流入 5135.86万元。 两融数据显示,该股最新融资余额为2.70亿元,近5日增加2592.83万元,增幅为10.63%。(数据宝) 6月6日皓元医药大宗交易一览 | 成交量 | 成交金额 | 成交价 | 相对当日收盘 | | | | --- | --- | --- | --- | --- | --- | | (万 | (万元) | 格 | 折溢价(%) | 买方营业部 | 卖方营业部 | | 股) | | (元) | | | | | 12.50 | 500.00 | 40.00 | -13.34 | 中信证券股份有限公司总 | 爱建证券有限责任公司上 | | | | | | 部(非营业场所) | 海江宁路证券营业部 | | 10.00 | 400.00 | 40.00 | -13.34 | 中信证券股份有限公司上 | 爱建证券有限责任公司上 | | | | | | 海分公司 | 海江宁路证券营业部 | ...
揭秘涨停丨筹划控制权变更,这只股封单资金超4亿元
Zheng Quan Shi Bao Wang· 2025-06-06 12:11
Group 1: Market Overview - A total of 65 stocks hit the daily limit up in the A-share market, with 50 stocks remaining after excluding 15 ST stocks, resulting in a limit-up rate of 68.42% [1] Group 2: Notable Stocks - Yiming Pharmaceutical saw a limit-up with a closing order amount exceeding 4 billion yuan, following a significant share transfer agreement that changed its controlling shareholder [2] - The highest closing order volume was recorded by Zhongjia Bochuang with 378,900 hands, followed by Haitai Development and Yiming Pharmaceutical [2] - ST United achieved a six-day consecutive limit-up, while several other stocks also recorded multiple consecutive limit-ups [2][3] Group 3: Mergers and Acquisitions - ST United plans to acquire 100% of Run Tian Industrial and raise matching funds [3] - Haitai Development is planning to acquire controlling stakes in Zhixueyun (Beijing) Technology Co., Ltd. [4] - Hunan Development intends to purchase stakes in multiple hydropower companies, including 85% of Hunan Xiangtou Yuanling Power Co., Ltd. [4] Group 4: Silver Industry - Hunan Silver focuses on silver-related operations including mining, smelting, materials, and trading [5] - Baiyin Youse reported a silver metal reserve of 1,832.5 tons as of the end of December 2024 [6] - Shengda Resources has a total verified silver metal amount of approximately 12,000 tons across its seven mining subsidiaries [6] Group 5: Computing Power Sector - Huamai Technology is expanding its communication infrastructure and developing data centers and IoT services [7][8] - Erli San has comprehensive capabilities in computing, storage, and network infrastructure, supporting data centers and mobile communications [8] - Nanling Technology provides cloud connectivity between local data centers and cloud platforms, catering to the demand for hybrid cloud computing environments [8] Group 6: Institutional Investments - Changshan Pharmaceutical received a net purchase of over 200 million yuan from the Shenzhen Stock Connect [9] - The top net purchases by institutional seats included Xue Ren Co., Ltd. and Changshan Pharmaceutical [9]
龙虎榜 | 2.1亿资金抛售雪人股份,消闲派出逃!中山东路打板海辰药业
Ge Long Hui· 2025-06-06 10:22
6月6日,A股三大指数震荡走弱,全天成交1.18万亿元,较前一交易日缩量1398亿元,全市场涨跌个股数相当。 市场热点聚焦贵金属、民爆概念、农药兽药板块,另外,盲盒经济、谷子经济板块走低。 高位股方面,百利电气反包涨停走出15天8板,共创草坪晋级5连板,摘帽概念的金时科技4连板、永悦科技5天4板。 | 代码 | 名称 | 涨幅 | 现价 几天几板� | 涨停分析 | | --- | --- | --- | --- | --- | | 800328 | ST联合 | +4.97% | 6.34 7连板 | 重大资产重组+包装饮用水+ | | 600753 | *ST海钦 | +4.98% | 7.38 9天5板 | 大宗商品供应链+一季报诚? | | 600468 | 百利申气 | +9.96% | 7.95 9天5板 | 可控核聚变+超导+电网设备 | | 605099 | XD共创草 | +10.00% | 36.53 5手板 | 足球概念+体育产业+人造草 | | 603879 | 永悦科技 | +10.03% | 6.47 5天4板 | 物流无人机+不饱和聚酯树】 | | 603017 | 中衡设计 | ...
皓元医药:实际控制人续签一致行动协议
news flash· 2025-06-06 09:55
皓元医药公告,公司实际控制人郑保富、高强于2025年6月6日续签《一致行动协议书》,有效期三年。 原一致行动协议于2025年6月6日到期,续签后实际控制人郑保富、高强及控股股东安戌信息合计持有皓 元医药6816.69万股股份,占公司总股本的32.31%。此次权益变动不会导致公司实际控制人发生变化, 不会影响公司长期稳定发展和日常经营管理活动。 ...