在天弘基金工作期间，郭相博共管理过4只基金，其中管理时间最长的是天弘医疗健康A，自2018年1月至2025年2月的7年时间里，任职 回报为55.89%，在497只同类基金中排名第163位。 | 1.公告基本信息 | | | --- | --- | | 基金名称 | 天弘医药创新混合型证券投资基金 | | 基金筒称 | 天弘医药创新 | | 基金主代码 | 010654 | | 基金管理人名称 | 天弘基金管理有限公司 | | 公告依据 | 《公开募集证券投资基金信息披露管理办法》 | | 基金经理变更类型 | 解聘基金经理 | | 共同管理本基金的其他基 金经理姓名 | 刘盟 盟 | | 离任基金经理姓名 | 郭相博 | | 离任基金经理姓名 | 郭相博 | | --- | --- | | 离任原因 | 个人原因 | | 离任日期 | 2025 年 10月 14 日 | | 转任本公司其他工作岗位 | | | 的说明 | | | 是否已按规定在中国基金 业协会办理注销手续 | 하 | 10月14日，天弘基金旗下天弘医药创新、天弘臻选健康同时发布基金经理郭相博离任公告。公告显示，郭相博于10月14日离任了以上两 ...

此次转让价格定为8.26元/股，较亚太药业9月26日停牌前5.67元的每股价格，溢价达到45.68%。 交易顺利完成后，"富邦系" 主导亚太药业发展的时代就此落幕。其控股股东将变更为星浩控股，实际 控制人调整为邱中勋。 10月13日晚间，亚太药业发布公告称，公司控股股东富邦集团及一致行动人拟通过协议转让方式向星浩 控股及一致行动人星宸投资转让其持有的14.62%全部股份，共计1.09亿股，涉及交易金额为9亿元。 随后，亚太药业还发布定向募资公告称，拟定向发行数量不超过1.37亿股股份，占发行前总股本的 18.37%，发行价格为5.11元/股，募资总额不超过7亿元，将全部用于新药研发项目。发行对象为星浩控 股，其将以现金方式认购。 这意味着邱中勋此次收购合计最高投入将有16亿元，发行完成后，星浩控股直接持有亚太医药的比例将 从8.12%增至22.38%，合计持有27.86%的股份。 消息发出后次日，亚太药业开盘一字涨停，最新报6.24元/股。 资料显示，星浩控股是今年7月刚刚成立的一家投资公司。但邱中勋来头不小，是国内医药电商药兜科 技的实控人。据报道，药兜科技有丰富的行业资源，代理了优势药品种1000多种，平 ...

Core Insights - The establishment of the Fangchenggang International Medical Open Experimental Zone is aimed at promoting international medical innovation cooperation and building a global health community, as initiated by President Xi Jinping in 2019 [1][2] - The zone has made significant progress in international medical exchanges and cooperation, signing memorandums with foreign parks and hosting numerous international forums [2][3] - The China-ASEAN Regional Pharmaceutical Trading Platform has been launched, facilitating cross-border transactions and supporting Chinese pharmaceutical companies in entering ASEAN markets [4][5] Group 1: International Cooperation and Development - The Fangchenggang International Medical Open Experimental Zone has signed cooperation memorandums with three foreign parks, including Uzbekistan and Pakistan, and has established partnerships for traditional medicine and medical device trade [2] - The zone has hosted over 10 international medical forums, with participation from over 630 officials and experts from 39 countries, resulting in the release of key documents like the "Fangchenggang Declaration" [3] - The zone has actively engaged in international exchanges, sending 209 delegations to 28 countries and collaborating with 11 international sister cities [3] Group 2: Platform and Infrastructure Development - The China-ASEAN Regional Pharmaceutical Trading Platform has been officially launched, featuring 781 types of drugs and 1,652 categories of medical supplies, with participation from 114 Chinese pharmaceutical companies [4] - The platform aims to provide a comprehensive process for cross-border transactions, enhancing the efficiency and safety of medical product exchanges [4] - The establishment of various major platforms, including a national food safety and nutrition innovation platform and a key laboratory for bioactive molecules, has been prioritized to accelerate innovation [5] Group 3: Investment and Financial Initiatives - A QFLP fund with a total scale of 500 million yuan has been established in collaboration with Singapore's UOB, with 200 million yuan already contributed [5] - The Fangchenggang International Medical Open Experimental Zone has seen a significant increase in registered medical device products, from 3 in 2019 to 165 currently, with 37 medical device companies operating in the area [5]

Group 1 - On October 13, a total of 3,716 stocks in the A-share market received financing funds, with 498 stocks having a buying amount exceeding 100 million yuan [1] - The top three stocks by financing buying amount were SMIC, Northern Rare Earth, and ZTE, with amounts of 3.391 billion yuan, 3.351 billion yuan, and 3.158 billion yuan respectively [1] - One stock had a financing buying amount accounting for over 30% of the total trading amount for the day, with Sinan Navigation, Zhenbao Island, and Anxu Bio ranking highest at 34.2%, 29.96%, and 29.86% respectively [1] Group 2 - There were 42 stocks with a net financing buying amount exceeding 100 million yuan, with Northern Rare Earth, CATL, and Hua Hong Semiconductor leading at 790 million yuan, 604 million yuan, and 594 million yuan respectively [1]

Group 1: Trade and Economic Indicators - In the first three quarters of this year, China's goods trade import and export reached 33.61 trillion yuan, a year-on-year increase of 4% [3] - Exports amounted to 19.95 trillion yuan, growing by 7.1% year-on-year, while imports were 13.66 trillion yuan, showing a slight decline of 0.2% [3] - In September, the total goods trade import and export was 4.04 trillion yuan, reflecting a year-on-year growth of 8% [3] Group 2: Company Performance and Forecasts - Chujiang New Materials expects a net profit of 350 million to 380 million yuan for the first three quarters, representing a year-on-year increase of 2057.62% to 2242.56% [5] - Morning Light Bio anticipates a net profit of 278 million to 314 million yuan, with a year-on-year growth of 344.05% to 401.55% [5] - Sanmei Co. forecasts a net profit of 1.524 billion to 1.646 billion yuan, indicating a year-on-year increase of 171.73% to 193.46% [5] - Shengnuo Bio expects a net profit of 114 million to 140 million yuan, reflecting a year-on-year growth of 100.53% to 145.10% [5] - Feirongda anticipates a net profit of 275 million to 300 million yuan, with a year-on-year increase of 110.80% to 129.96% [5] - Juxin Technology expects a net profit of 151 million yuan, a year-on-year increase of 112.94% [6] Group 3: Share Buybacks and Corporate Actions - COSCO Shipping Holdings plans to repurchase 50 million to 100 million A-shares, with an estimated repurchase amount of 749 million to 1.498 billion yuan [6] - Ji'an Medical intends to repurchase shares worth 300 million to 600 million yuan [7] - Luyin Investment's controlling shareholder plans to increase holdings of company shares by 40 million to 80 million yuan [7] - Yiyi Co. is planning to issue shares and pay cash to acquire assets, specifically targeting Hangzhou Gao Ye Jia You Duo Mao Pet Food Co., Ltd. [7] - Everbright Bank announced a comprehensive credit limit of 29 billion yuan for China CITIC Financial Asset Management Co., Ltd. [7] Group 4: Regulatory and Market Developments - The Chongqing Municipal Government has issued a three-year action plan for urban renewal from 2025 to 2027, aiming for significant progress and the establishment of a new investment mechanism [4] - Hangzhou's government is working on regulations to promote the development of intelligent robotics, aiming to create a globally competitive AI innovation hub [4] - The 2025 Financial Street Forum will be held in Beijing from October 27 to 30, focusing on global financial development under innovation and transformation [3]

年内A股市场出现多轮行情，为险资提供了更为有利的投资窗口。经济学家、新金融专家余丰慧表示， 险资调研热情高涨，直接反映出保险机构对当前资本市场的积极态度和强烈的投资意愿，年内监管多次 力推长期资金入市，险资作为重要的机构投资者，积极响应市场信号，试图在波动中捕捉投资机会，也 反映出险资对当前资本市场中长期价值的认可，他们正在积极寻找合适的投资标的，以实现长期投资目 标。 手握巨资的险企一直是市场风向标，年内A股市场出现多轮行情，险资密集调研上市公司，为中长期投 资蓄力。北京商报记者根据Choice数据统计，年内截至10月13日，保险公司及保险资管公司对上市公司 的调研次数总计超1.2万次。在这一轮牛市中，一向稳健的险资都在关注哪些行业？险资在权益市场方 面配置的策略有哪些调整变化？放眼市场，险资未来具备怎样的投资机会？ 年内调研破万次 险资是我国A股市场第二大机构投资者，发挥着市场"压舱石""稳定器"作用。截至今年二季度末，保险 资金运用余额已突破36万亿元，其中股票投资余额约3.07万亿元。超3万亿险资如何选股？10月13日， 北京商报记者通过Choice数据梳理发现，年内保险公司及保险资管公司合计调研上市 ...

Summary of Conference Call Records Industry or Company Involved - The records primarily discuss the **A-share market** and various **industries** including **technology**, **pharmaceuticals**, **military**, **insurance**, and **consumer goods**. Core Points and Arguments Market Trends and Economic Outlook - The A-share market has seen a cumulative increase of over **20%** since late June, with main sectors performing even better, although there is a need to be cautious of profit-taking and potential risks [1][5] - The domestic capacity cycle is approaching a turning point, and combined with anti-involution policies, there is an expectation of upward profit elasticity from year-end to next year [1][5] - The overall funding environment remains positive, with a shift of household savings towards equity markets due to low deposit rates and low returns from real estate investments [5] Sector-Specific Insights - The **pan-technology sector** is entering an earnings disclosure period in October, facing pressure from price-performance ratios [3][4] - The **AI industry** is experiencing accelerated trends, benefiting certain segments despite a decline in the overseas computing supply chain's component performance [3][8] - The **pharmaceutical industry** is showing signs of recovery, particularly in innovative drugs and medical devices, with a **45%** year-on-year increase in global pharmaceutical investment in Q3 [9][10] - The **military and aerospace sectors** have shown significant improvement in data, with notable increases in revenue for key companies [9] - The **insurance sector** has seen a rebound in premium income and stable growth in property insurance, with investment returns performing well since September 2024 [10] Consumer Goods Recovery - The recovery in consumer goods is gradual, with improvements noted in essential and mass consumer products such as dairy, dining condiments, and beauty care [7] - The retail price of milk has turned positive year-on-year, indicating a stabilization in the consumer goods sector [7] Investment Recommendations - Suggested investment strategies include diversifying portfolios while focusing on sectors with strong performance potential such as **AI**, **semiconductors**, **upstream materials**, and **communication equipment** [5][11] - Caution is advised regarding the uncertainties stemming from US-China trade tensions, with recommendations to hold gold as a neutral option and consider low-beta dividend stocks for more cautious strategies [5] Other Important but Possibly Overlooked Content - The **TMT sector** has shown a slight decline in sentiment over the past three months, but strong demand persists in certain areas like communication equipment and data centers [3][8] - The **engineering machinery** and **building materials** sectors are showing signs of recovery, with notable increases in sales data during traditionally slow months [6] - The overall industry and non-financial industry sentiment indices have declined, but there are still strong upward trends in specific sectors like AI and resource materials [6]

（记者 王晓波） 截至发稿，富士莱市值为31亿元。 每经头条（nbdtoutiao）——AI技术滥用调查：明星可被"一键换装"，"擦边"内容成流量密码，技术防 线为何形同虚设？ 每经AI快讯，富士莱（SZ 301258，收盘价：33.32元）10月13日晚间发布公告称，公司第五届第二次董 事会会议于2025年10月13日在公司会议室以通讯表决方式召开。会议审议了《关于使用自有资金回购公 司股份方案的议案》等文件。 2024年1至12月份，富士莱的营业收入构成为：医药占比99.19%，其他业务占比0.81%。 ...

截至发稿，迈威生物市值为177亿元。 每经AI快讯，迈威生物（SH 688062，收盘价：44.29元）10月13日晚间发布公告称，近日，迈威（上 海）生物科技股份有限公司收到国家药品监督管理局核准签发的《药物临床试验批准通知书》，注射用 7MW4911的临床试验获得批准。 2024年1至12月份，迈威生物的营业收入构成为：医药制造行业占比99.92%，其他业务占比0.08%。 每经头条（nbdtoutiao）——AI技术滥用调查：明星可被"一键换装"，"擦边"内容成流量密码，技术防 线为何形同虚设？ （记者 曾健辉） ...

Market Overview - The Hong Kong stock market faced pressure due to renewed tensions in the US-China trade war, with the Hang Seng Index closing down 1.52% at 25,889.48 points, and the trading volume reaching 490.37 billion HKD [1] - The Hang Seng Technology Index fell 1.82%, while the Hang Seng China Enterprises Index decreased by 1.45% [1] Blue-Chip Stocks Performance - Xiaomi Group's stock price dropped 5.71% to 49.08 HKD, contributing to a decline of 84.76 points in the Hang Seng Index [2] - Semiconductor company SMIC saw a rise of 3.35% to 80.15 HKD, contributing 18.42 points to the index [2] Sector Performance - Technology stocks collectively declined, with Tencent down nearly 2% and Alibaba down 1.69% [3] - Gold stocks performed strongly, with the price of gold surpassing 4,070 USD per ounce, leading to significant gains in gold-related stocks [4] - Software stocks surged following the announcement of a new WPS format for government documents, with Kingsoft Software rising 13.82% to 36.56 HKD [4] Trade and Regulatory Developments - The US announced a 100% tariff on Chinese goods, which is viewed as a bargaining chip rather than a definitive measure, according to analysts [7] - The semiconductor industry is seeing increased focus on self-sufficiency due to ongoing trade tensions, with new export controls being proposed by the US [6] Notable Stock Movements - Gold stocks such as Chifeng Jilong Gold Mining rose 9.34% to 35.6 HKD, while Zijin Mining increased by 9.2% to 142.4 HKD [3] - Kingsoft Software's stock surged nearly 14% following the announcement regarding the WPS format [4] - The stock of Gold Power International rose 13% due to tightened export controls on rare earths by the Chinese government [10] Industry Insights - Analysts suggest that the recent use of WPS format in government documents reflects a push for self-reliance in key technologies and information security [5] - The semiconductor sector is expected to benefit from increased domestic focus on self-sufficiency amid rising trade tensions [6]