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。 ...

Core Viewpoint - The ongoing dispute between renowned biologist Rao Yi and Kelun Pharmaceutical regarding the classification of ergothioneine as a "fake drug" has escalated, with Kelun asserting that ergothioneine is recognized internationally as a dietary supplement rather than a drug, thus negating the "fake drug" claim [1][12]. Company Response - On June 6, Kelun Pharmaceutical published a response on its official WeChat account, stating its commitment to clarify misunderstandings with rigorous scientific data and emphasizing that ergothioneine is a health management tool [1]. - Kelun cited various authoritative journals and clinical studies to support its claims about ergothioneine's benefits, including research from the Leibniz Institute and Harvard Medical School, which suggest ergothioneine can mediate healthy aging through dual mechanisms [6][9]. Market Reaction - Following the controversy, Kelun Pharmaceutical's stock price fell by 0.74% to 37.47 yuan per share, resulting in a market capitalization of 598.79 billion yuan [2]. Clinical Evidence - Kelun referenced multiple clinical trials conducted in Japan, Singapore, and Sweden, demonstrating ergothioneine's efficacy in areas such as sleep health, cognitive health, skin anti-aging, and cardiovascular health [7][9]. - The results of these trials were published in reputable journals, with three out of four being top-tier in their respective fields [9]. Regulatory Context - Ergothioneine has been recognized as a novel food supplement in several countries, including the U.S. and Japan, with the U.S. FDA granting it GRAS (Generally Recognized As Safe) status [9]. - However, it is noted that while the National Health Commission of China has accepted an application for ergothioneine as a new food ingredient, it has not yet been approved [9]. Scientific Debate - Rao Yi challenged Kelun's claims, stating that without approval from the National Medical Products Administration, the promotion of ergothioneine could be misleading or deceptive [5][12]. - Kelun responded by arguing that the approval process for drugs differs from that of dietary supplements, emphasizing that ergothioneine serves a different purpose in health management [12].

Market Performance - The CSI All Share Index continued its steady upward trend post-holiday, with trading volume remaining stable compared to the previous two trading days[1] - The ChiNext Index and the STAR 50 Index both rose by over 1%, with notable gains in sectors such as consumer electronics, communications, and computer equipment[1] - The Shanghai Composite Index increased by 0.23%, the Shenzhen Component Index rose by 0.58%, and the ChiNext Index gained 1.17% on June 5[2] Sector Analysis - The technology sector showed significant recovery, with valuations having notably declined, indicating potential investment value[1] - Consumer sectors, including beauty, food and beverage, and pharmaceuticals, experienced marked adjustments after previous highs, with current trends favoring individual stock breakthroughs[1] - Main capital inflows were observed in communication equipment, IT services, and consumer electronics, while outflows were noted in chemical pharmaceuticals, logistics, and city commercial banks[3] Regulatory Developments - The Financial Regulatory Authority announced plans to enhance financial support for technological innovation, including the development of technology insurance policies[4] - The China Securities Regulatory Commission is working on a comprehensive policy document aimed at strengthening the protection of small and medium investors in the capital market[5][6] Economic Indicators - The Caixin China Services PMI rose to 51.1 in May, indicating an acceleration in the expansion of the services sector, up by 0.4 percentage points from April[7] - By the end of 2024, there were 53,057 accredited inspection and testing institutions in China, generating revenue of 487.6 billion yuan, a year-on-year increase of 4.41%[8][9] Investment Trends - A total of 23 new funds were established on June 4, raising over 12 billion yuan, marking the second-highest single-day fund establishment this year[12] - Over 1,000 funds have reduced their management fees to 0.15% or lower, with a significant number of low-fee funds emerging in the market[14]

n's Claud AHIN 1796.78亿市值 2060.58亿市值 2.90亿成交额 7.76亿成交额 7.18 22.37 +0.01(+0.14%) +0.26(+1.18%) @ JIN10.COM 金十数据 | 一个交易工具 保险 中国太保 队 中国人保 中国平安 ■ 3666.17亿市值 3365.20亿市值 9726.09亿市值 6.80亿成交额 21.91亿成交额 5.93亿成交额 34.98 8.29 53.41 -0.27(-0.77%) -0.58(-1.07%) -0.09(-1.07%) 酸酒行业 贵州茅台 山西汾酒 五粮液 18923.24亿市值 2215.58亿市值 4855.50亿市值 37.78亿成交额 14.89亿成交额 9.72亿成交额 1506.39 125.09 181.61 -1.27(-0.69%) +0.06(+0.05%) -7.61(-0.50%) 半导体 北方华创 寒武纪-U 海光信息 HYGON 2299.57亿市值 2546.49亿市值 3164.12亿市值 -成交额 9.92亿成交额 25.15亿成交额 430.49 610.00 136.13 ...

Core Viewpoint - The core controversy revolves around whether the product Ergotioneine capsules from Kelun Pharmaceutical is a dietary supplement or a "fake drug" as claimed by Peking University’s Rao Yi [1][4]. Group 1: Company Position - Kelun Pharmaceutical asserts that Ergotioneine is recognized internationally as a dietary supplement and not a drug, thus challenging the notion of it being labeled as a "fake drug" [1][4]. - The company emphasizes that the value and safety of Ergotioneine have been scientifically validated through various studies, including those published in top journals [2][3]. - Kelun Pharmaceutical calls for an objective industry perspective on emerging technologies to shift the nutrition and health industry from a marketing-driven approach to a science-driven one [1][6]. Group 2: Scientific Evidence - The company cites two studies published in "Cell Metabolism" demonstrating that Ergotioneine can significantly extend the lifespan of model organisms and improve their physical performance [2]. - Additional clinical research indicates that Ergotioneine may help reduce sleep difficulties, improve cognitive functions in patients with mild cognitive impairment, decrease skin wrinkles, and lower the risk of coronary artery disease [3]. - The safety of Ergotioneine has been established in toxicity tests and randomized controlled trials, with its acceptance as a new food supplement in developed countries [3]. Group 3: Market Performance - Despite the controversy, Kelun Pharmaceutical's Ergotioneine products continue to be sold, with prices ranging from 1,199 yuan to 4,476 yuan, and sales exceeding 18.83 million yuan as of June 5 [5].

Group 1: Stock Suspension and Resumption - Maipu Medical plans to acquire 100% equity of Yijie Medical, leading to stock resumption. The acquisition will help expand the company's biocomposite material technology from the implantation field to the interventional field, enhancing its R&D advantages in interventional biomaterials [1] - Diao Home's actual controller signed a strategic cooperation agreement and a concerted action agreement, resulting in stock resumption [1] - Palin Bio's controlling shareholder is planning matters related to a change in company control, leading to stock suspension [1] Group 2: Mergers and Acquisitions - Haitai Development is planning to acquire controlling interest in Zhixueyun, which is expected to constitute a major asset restructuring [2] Group 3: Investment Cooperation and Operational Status - Fulian Precision signed a supplementary agreement with CATL, which includes support for the construction of the Jiangxi base and aims to achieve an annual production capacity of 80,000 tons of lithium iron phosphate cathode materials by June 30, 2025 [3] - Sangfor Biopharma's clinical trial for the restructured anti-IL-1β humanized monoclonal antibody injection (SSGJ-613) for acute gouty arthritis reached its primary efficacy endpoints, and the company submitted a new drug application to the National Medical Products Administration, which has been accepted [3] - Chengdi Xiangjiang's consortium won a 440 million yuan project for the construction of the power system for China Mobile's data center in Zhejiang [4] - Zexin Pharmaceutical signed an exclusive market promotion service agreement for injectable recombinant human thyroid-stimulating hormone [5] - Jinyu Group won a bid for a 3.364 billion yuan project in the Baoshan Village shantytown renovation in Haidian District, Beijing [6] - Wantong Intelligent Control is collaborating with a research team from Zhejiang University on embodied intelligence-related sensing and control systems [6] - Shiji Information's wholly-owned subsidiary signed a framework agreement with Marriott, making Shiji America the preferred provider of PMS cloud services for Marriott's direct-managed and franchised hotels in China, using a SaaS model for the new generation of enterprise-level hotel information management system DAYLIGHT PMS [6] - Alter received a commission from client Z to research and develop a new energy vehicle project, with R&D costs estimated at approximately 214 million yuan [7] - Shutai Shen's injectable STSP-0601 has been included in the priority review process [8] - Yian Technology signed a strategic cooperation framework agreement with Shenzhen Hive Interconnect Technology Co., Ltd. [9] - Nanshan Aluminum is investing 1.868 billion yuan in a chemical project in Indonesia [10] - Alter signed a 214 million yuan technology development contract [11]

分析师：张刚 登记编码：S0730511010001 zhanggang@ccnew.com 021-50586990 成长行业领涨 A 股小幅波动 ——市场分析 相关报告 联系人： 李智 证券研究报告-市场分析 发布日期：2025 年 06 月 05 日 投资要点： ◼ A 股市场综述 周四（06 月 05 日）A 股市场冲高遇阻、小幅震荡上扬，早盘股指高 开后震荡上行，盘中沪指在 3381 点附近遭遇阻力，午后股指维持震 荡，盘中消费电子、互联网服务、半导体以及通信设备等行业表现 较好；珠宝首饰、美容护理、食品饮料以及化学制药等行业表现较 弱，沪指全天基本呈现小幅震荡上行的运行特征。创业板市场周四 震荡上行，创业板成分指数全天表现强于主板市场。 ◼ 后市研判及投资建议 周四 A 股市场冲高遇阻、小幅震荡上行，早盘股指高开后震荡上 行，盘中沪指在 3381 点附近遭遇阻力，午后股指维持震荡，盘中消 费电子、互联网服务、半导体以及通信设备等行业表现较好；珠宝 首饰、美容护理、食品饮料以及化学制药等行业表现较弱，沪指全 天基本呈现小幅震荡上行的运行特征。当前上证综指与创业板指数 的平均市盈率分别为 13.83 ...

证券代码：600488 证券简称：津药药业 公告编号：2025-034 津药药业股份有限公司 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述或者重大遗 漏，并对其内容的真实性、准确性和完整性承担法律责任。 重要内容提示： ? 每股分配比例 A 股每股现金红利0.098元 ? 相关日期 | 股份类别 | 股权登记日 | | 最后交易日 | 除权（息）日 | 现金红利发放日 | | --- | --- | --- | --- | --- | --- | | Ａ股 | 2025/6/11 | － | 2025/6/12 | 2025/6/12 | | ? 差异化分红送转： 否 一、 通过分配方案的股东大会届次和日期 本次利润分配方案经公司2025 年 4 月 16 日的2024年年度股东大会审议通过。 二、 分配方案 截至股权登记日下午上海证券交易所收市后，在中国证券登记结算有限责任公司上海分 公司（以下简称"中国结算上海分公司"）登记在册的本公司全体股东。 本次利润分配以方案实施前的公司总股本1,091,886,680股为基数，每股派发现金红利 （1）无限售条件流通股的红利委托中国结算上海分公 ...

A股方面，医药股集体调整；苏超持续火爆，金陵体育收获3个20%涨停，共创草坪4连板；兵装重组概念涨幅位居两市第一，建设工业、东安动力 涨停。 港股新消费三宝，泡泡玛特、老铺黄金、蜜雪集团集体跳水。 截至收盘 ， 沪指涨0.23% ， 深成指涨0.58% ， 创业板指涨1.17% ，全市场成交额13170亿元 ， 较上日放量1395亿元 。 全市场2600只个股 上涨。 01 新消费三宝 集体跳水 港股新消费迎来大跌，老铺黄金跳水，蜜雪集团杀跌，泡泡玛特亦在创下新高之后快速回落。截至发稿，老铺黄金跌9%，蜜雪集团跌7%，泡泡玛 特跌1%。 近期，新消费涨幅巨大，此前老铺黄金涨幅已达23倍，泡泡玛特过去两年半时间从每股8.6港元附近飙升到256港元，今年以来涨幅惊人。一时 间，新消费取代茅台的声音不绝于耳。然而，从估值来看，泡泡玛特的市盈率（TTM）已达96倍，老铺黄金更达99倍，蜜雪集团亦达46倍，实属 不低。 这次，这些股票杀跌，其实也有流动性的原因。近期，市场虽然不断上行，但成交量并没有有效放大。这意味着，其中存量博弈的成分还是比较 高。建银国际研究报告指出，香港市场流动性指数过去一个月下滑，支持指数的是更 ...

金十图示：2025年06月05日（周四）富时中国A50指数成分股午盘收盘行情一览：券商股上涨，消费电子涨幅较大 NTS CURC AHIN 2054.84亿市值 1774.29亿市值 1.88亿成交额 4.89亿成交额 7.16 22.09 +0.01(+0.14%) +0.23(+1.05%) @ JIN10.COM 金十数据 | 一个交易工具 HN10.COM 保险 队 中国人保 中国太保 中国平安 081 3714.82亿市值 3379.63亿市值 9828.06亿市值 5.19亿成交额 15.08亿成交额 4.54亿成交额 35.13 53.97 8.40 +0.04(+0.11%) +0.21(+0.39%) +0.10(+1.20%) 酸酒行业 贵州茅台 山西汾酒 五粮液 18961.68亿市值 2201.55亿市值 4852.01亿市值 19.05亿成交额 8.02亿成交额 15.42亿成交额 1509.45 125.00 180.46 -0.51(-0.03%) +1.28(+0.71%) +0.45(+0.36%) 半导体 北方华创 寒武纪-U 2273.98亿市值 2539.97亿市值 3 ...