Market Overview - The three major indices in the A-share market showed mixed performance, with the Shanghai Composite Index rising by 0.52% to 3628.53 points, while the Shenzhen Component Index fell by 0.06% to 11283.18 points, and the ChiNext Index decreased by 0.71% to 2389.58 points [1] Sector Performance - The top-performing sectors included: - Film and television industry with a gain of 3.53%, total trading volume of 1,078.27 million hands, and net inflow of 1.33 billion [2] - Oil and gas extraction and services sector increased by 1.83%, with a trading volume of 808.51 million hands and net inflow of 0.71 billion [2] - Chemical pharmaceuticals sector rose by 1.77%, with a trading volume of 3,768.32 million hands and net inflow of 0.83 billion [2] - The sectors with the largest declines included: - Battery sector decreased by 2.04%, with a trading volume of 1,151.74 million hands and a net outflow of 5.436 billion [2] - Diversified finance sector fell by 1.84%, with a trading volume of 854.12 million hands and a net outflow of 2.010 billion [2] - Small metals sector dropped by 1.64%, with a trading volume of 950.76 million hands and a net outflow of 1.713 billion [2]

本文源自：金融界 最近三个交易日，25日-29日，华人健康分别获融资买入0.31亿元、0.24亿元、0.17亿元。 融券方面，当日融券卖出0.00万股，净卖出0.00万股。 7月29日，沪深两融数据显示，华人健康获融资买入额0.17亿元，居两市第2082位，当日融资偿还额0.17 亿元，净买入42.34万元。 作者：智投君 ...

Core Viewpoint - The stock price of Sely Medical has declined significantly, reflecting challenges in its financial performance and market perception [1] Company Overview - Sely Medical operates in the pharmaceutical commercial sector, focusing on intensive in vitro diagnostics and medical consumables supply chain management [1] - The company is attempting to transition into the AI healthcare field, particularly in brain science and large model technologies [1] Financial Performance - As of July 29, 2025, Sely Medical's stock price is 31.62 yuan, down 1.53 yuan or 4.62% from the previous trading day [1] - The company reported a net profit loss forecast of 55 million to 66 million yuan for the first half of the year, indicating a year-on-year increase in loss magnitude [1] - The company has recovered 4.2 million yuan of overdue equity transfer payments but still faces 9.3 million yuan in outstanding payments [1] Market Activity - On July 29, the net outflow of main funds was 204.55 million yuan, accounting for 3.39% of the circulating market value [1] - Over the past five days, the cumulative net outflow of main funds reached 42.78 million yuan [1] Credit Rating - Rating agencies have downgraded Sely Medical's credit rating to BB+ [1]

Core Viewpoint - Dajiahui Kang's stock price closed at 11.81 yuan on July 29, 2025, reflecting a decrease of 0.16 yuan or 1.34% from the previous trading day [1] Group 1: Company Overview - Dajiahui Kang is a pharmaceutical commercial enterprise engaged in the wholesale and retail of drugs and medical devices [1] - The company's business spans multiple sectors, including pharmaceutical commerce and assisted reproduction [1] Group 2: Business Operations - As of July 29, the company reported that all business segments are operating normally and that various tasks are progressing in an orderly manner [1] - The company clarified that it does not manufacture ventilators, although some offline stores do sell them [1] Group 3: Market Activity - On July 29, the net outflow of main funds for Dajiahui Kang was 187,500 yuan, accounting for 0.01% of the circulating market value [1] - The trading volume for the day was 128,340 hands, with a total transaction amount of 154 million yuan [1]

证券日报网讯达嘉维康7月29日在互动平台回答投资者提问时表示，公司没有生产呼吸机产品，线下部 分门店有呼吸机销售。 （文章来源：证券日报） ...

证券日报网讯达嘉维康7月29日在互动平台回答投资者提问时表示，目前公司各业务板块生产经营正 常，各项工作有序推进中。二级市场的股价波动受宏观经济、政策环境、市场波动、投资者偏好等多重 因素影响。公司将不断努力做好经营，夯实基础，提升公司内在投资价值。 （文章来源：证券日报） ...

Group 1 - Anhui Construction won a joint bid for the Chongqing Rongchang to Sichuan Zigong expressway project, with a total estimated investment of 3.614 billion yuan and a construction period of 3 years [1] - Hongfa Co. reported a net profit of 964 million yuan for the first half of 2025, a year-on-year increase of 14.19%, with revenue of 8.347 billion yuan, up 15.43% [1][2] - Lujiazui's net profit for the first half of 2025 was 815 million yuan, a decrease of 7.87%, despite a revenue increase of 33.91% to 6.598 billion yuan [3] - Enhua Pharmaceutical achieved a net profit of 700 million yuan, up 11.38%, with revenue of 3.010 billion yuan, an increase of 8.93% [4][5] - China CNR signed several major contracts totaling approximately 32.92 billion yuan, covering various sectors including urban rail vehicles and wind power equipment [6] - WanTong Intelligent signed an exclusive sales and cooperation agreement in the embodied intelligence field, gaining global sales rights for specific chip-based products [7][8] Group 2 - Liansheng Technology's subsidiary received a government subsidy of 13.5 million yuan, accounting for 12.24% of the company's latest audited net profit [9] - Guobang Pharmaceutical reported a net profit of 456 million yuan, a year-on-year increase of 12.60%, with revenue of 3.026 billion yuan, up 4.63% [10] - Baotai expects a net loss of 110 to 140 million yuan for the first half of 2025, a reduction in loss compared to the previous year [11] - Sains expects a net profit decrease of 57.53% to 60.13%, with projected revenue growth of 15.17% to 23.59% [12] - Nanya New Materials anticipates a net profit of 80 to 95 million yuan for the first half of 2025, an increase compared to the previous year [13] - Tian Pharmaceutical's subsidiary passed the consistency evaluation for a peritoneal dialysis solution [14] Group 3 - Shede Liquor announced the resignation of director Ni Qiang due to work reasons [15] - Greentown Water plans to transfer assets and liabilities of its ASEAN subsidiary to improve resource allocation [16] - Beibu Gulf Port's subsidiary signed an associated transaction contract worth 11.199 million yuan [17] - Beibu Gulf Port announced multiple resignations of directors and executives [18] - Jidian Co. reported the resignation of its deputy general manager due to work changes [19] - Wanhua Chemical's industrial park in Fujian resumed production after maintenance [20] Group 4 - Shanghai Pharmaceuticals received approval for a clinical trial of a new indication for its B019 injection [21] - Jianbang Co. reported a net profit of 69.66 million yuan, a decrease of 27.72%, with revenue of 307 million yuan, down 15.37% [23] - Jianbang Co. plans to use up to 400 million yuan of idle funds for cash management [25] - Wanfu Bio's subsidiary obtained multiple medical device registrations [28] - Hunan Tianyan announced a change in its controlling shareholder to China Chang'an Automobile Group [29][30] - Xizhuang Co. plans to establish a joint venture for sustainable aviation fuel [32]

| 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | --- | --- | --- | --- | --- | --- | | 603716 | 塞力医疗 | 31.62 | -4.62% | 53.88万 | 17.35 Z | | 002727 | 一心室 | 15.16 | -1.62% | 24.81万 | 3.74亿 | | 301408 | 华人健康 | 14.23 | -1.52% | 12.38万 | 1.76亿 | | 301126 | 达嘉维康 | 11.81 | -1.34% | 12.83万 | 1.54亿 | | 600713 | 南京医药 | 5.30 | -0.38% | 10.15万 | 5359.40万 | | 603939 | 益丰药房 | 23.85 | -0.29% | 13.61万 | 3.24亿 | | 600511 | 国药股份 | 29.85 | -0.23% | 3.59万 | 1.07亿 | | 605266 | 健之佳 | 21.93 | -0.09% | 2.33万 | 5098.20万 | | 002589 | 瑞康 ...

百洋医药（301015）公告，控股股东百洋医药集团有限公司将其持有的2456万公司股份质押，占其所持 股份比例6.65%，占公司总股本比例4.67%。质押起始日为2025年7月28日，质押到期日为9999年1月1 日。此次质押用于补充流动资金。截至公告披露日，控股股东及其一致行动人所持股份不存在被冻结或 拍卖等情况，其所质押的股份不存在平仓风险。 ...

Core Viewpoint - The Yunnan Provincial Drug Administration conducted routine inspections of 45 pharmaceutical wholesale and retail chain headquarters, with all inspected companies meeting regulatory requirements except for two, which faced corrective actions [2][3]. Group 1: Inspection Results - 45 pharmaceutical companies were inspected, and all but two companies complied with the requirements [2][3]. - The inspections were conducted between March and May 2025, with specific dates for each company listed [2][3]. - Companies such as Yunnan Baiyao Group and Yunnan Hongxiang Traditional Chinese Medicine Technology Co., Ltd. were among those inspected and found compliant [2][3]. Group 2: Non-compliance and Actions Taken - Two companies, Kunming Taihe Pharmaceutical Co., Ltd. and Yunnan Medical Health Co., Ltd., were found non-compliant and faced corrective measures, including suspension of operations [2][3]. - The Yunnan Provincial Drug Administration is taking steps to address potential illegal activities associated with these companies [2][3].