7月21日连板股分析：全市场逾百股涨停 大基建板块全线爆发 今日共121股涨停，连板股总数12只，其中三连板及以上个股6只，上一交易日共13只连板股，连板股晋级率46.15%（不含ST股、退市股）。个股方面，全 市场超4000只个股上涨，逾百股涨停。连板股表现不尽如人意，除开上纬新材，市场连板高度被压缩至3板，兰生股份、海星股份、延华智能等个股断板且 负反馈较为明显。板块方面，大基建板块全线爆发，水泥、工程建设、民爆、工程机械等分支共70余股涨停；受宇树科技已开启上市辅导消息刺激，机器人 概念股亦有亮眼表现，金发科技、雪龙集团、荣晟环保等参股公司涨停。 | 连板数 | 晋级率 | | 2025-7-21 | | --- | --- | --- | --- | | 8 #9 | 1/1=100% | 上纬新材 (机器人) | | | 2进3 | 5/9=55% | 柳钢股份 (业绩+钢铁) | | | | | 北化股份 (军工) | | | | | 人民同泰 (医药商业) | | | 1进2 | 6/32=18% | 国机通用 (盐湖提锂) | | | | | 华宏科技(稀土+业绩) | | | | | 汇通集 ...

Core Viewpoint - The stock of Renmin Tongtai has experienced a significant price increase, with a cumulative rise of over 20% in the closing prices over three consecutive trading days, indicating unusual trading volatility [1] Company Summary - Renmin Tongtai announced that its stock price increased on July 16, 17, and 18, 2025, with the cumulative closing price increase exceeding 20% [1] - The company conducted a self-examination and confirmed with its controlling shareholder, Harbin Pharmaceutical Group Co., Ltd., that there are no undisclosed significant events or important information [1] - The main business activities of the company include pharmaceutical wholesale, retail, logistics services, and medical services, which have not undergone significant changes [1]

Group 1 - The A-share market opened higher with the Shanghai Composite Index rising by 0.08% and the ChiNext Index increasing by 0.46%, driven by sectors such as brain-computer interfaces, pharmaceutical commerce, and short drama games [1] - Guotai Junan believes that a "transformation bull" market has formed in the Chinese stock market, driven by a systematic reduction in the market discount rate, favorable economic structural changes, and a decrease in risk-free interest rates [1] - The firm maintains its previous judgment that the upward slope of the market will slow down, predicting that the stock index may consolidate in the next phase, which is seen as a preparation for new highs [1] Group 2 - Caixin Securities indicates that the market is currently in a new round of buying window, with no significant macro risks before August, and an improvement in investor sentiment leading to increased market momentum [2] - The firm suggests maintaining a high equity market position as long as the broad market index does not show significant breakdowns, with expectations of a strong upward movement despite facing strong resistance [2] - The implementation of "anti-involution" policies could alleviate the "increased income without increased profit" dilemma, potentially leading the index into a new phase of upward movement [2]

09:25 A股开盘丨三大股指集体高开 沪指涨0.08%，深成指涨0.27%，创业板指涨0.46%。 | 代码 | 名称 | 两日图 | 现价 | 涨跌 | 涨跌幅 | | --- | --- | --- | --- | --- | --- | | 000001 | 上证指数 | N MN | 3519.48c | 2.65 | 0.08% | | 399001 | 深证成指 | 5 | 10902.72c | 29.11 | 0.27% | | 399006 | 创业板指 | 5 | 2279.67 c | 10.34 | 0.46% | 脑机接口、医药商业、多模态AI、短剧游戏板块活跃，光伏、多元金融等板块走低。 09:30 AI智能体概念股开盘活跃 南兴股份一字涨停，酷特智能、掌阅科技、立方控股、鼎捷数智、延华智能涨超5%，万兴科技、值得买、汉得信息、 通达海等跟涨。消息面上，今天凌晨，OpenAI进行了技术直播发布了重磅产品ChatGPT Agent。ChatGPT Agent具备自 主思考和行动的能力，能够主动从其技能库中选择合适的工具，包括Operator、 Deep Research和ChatG ...

A股医药商业板块竞价活跃，浙江震元、人民同泰均一字涨停，药易购、英特集团、润达医疗等跟涨。 订阅A股市场资讯 +订阅 订阅A股涨停捉妖队 +订阅 ...

"党中央指出，民营经济发展前景广阔、大有可为，广大民营企业和民营企业家大显身手正当其时。在 我看来，'大有可为'昭示着时代赋予的广阔机遇，'正当其时'则呼唤民营企业扛起历史责任。"刘长云 说，数字化、人工智能等正重塑医药行业格局。这种以技术为核心的转型，正是民营企业把握"大有可 为"机遇、锻造核心竞争力的关键所在。 如何以企业家精神推动医药资源下沉，更好地服务基层医疗需求？ 刘长云 ◎丁鹏 记者 张雪 7月15日下午，在国新办举行的"新征程上的奋斗者"中外记者见面会上，九州通董事长刘长云作为民营 企业家代表之一分享了他对企业家精神的思考和践行。 "能站在这个庄严的平台，向世界阐述中国企业家在新征程上的思考与实践，这不仅是我个人的荣誉， 也是国家对民营经济地位作用的高度肯定，更是对九州通这样扎根实业、服务民生企业的认可。"7月15 日晚，刘长云在接受上海证券报记者采访时表示。 "满足老百姓的健康需求，就是我们的发展动力，也是我们作为医药企业的社会责任。"刘长云说，结合 他多年的从业经验，首先，得愿意去做这个事情，要有家国情怀，要有责任担当；其次，得有能力去做 这个事情，没有金刚钻，揽不了瓷器活；最后，要有长期主 ...

股东持股情况的公告 本公司及董事会全体成员保证信息披露的内容真实、准确、 完整，没有虚假记载、误导性陈述或重大遗漏。 证券代码：000950 证券简称：重药控股 公告编号：2025-047 重药控股股份有限公司 关于回购股份事项前十名股东和前十名无限售条件 招商银行股份有限公司－南方中证 1000 交易型开 重药控股股份有限公司于 2025 年 7 月 10 日召开第九届董事会第十五次会议 审议通过了《关于回购公司股份的议案》，具体内容详见公司于 2025 年 7 月 12 日在巨潮资讯网披露的《关于回购股份方案的公告》（公告编号：2025-042）。 根据《深圳证券交易所上市公司自律监管指引第 9 号——回购股份》等有关 规定，现将公司披露董事会公告回购股份决议的前一个交易日（2025 年 7 月 11 日）登记在册的前十名股东和前十名无限售条件股东的名称、持股数量及持股比 例情况公告如下： 一、前十名股东持股情况 （有限合伙） 放式指数证券投资基金 注：以上股东的持股数量为合并普通账户和融资融券信用账户后总的持股数量。 二、前十名无限售条件股东持股情况 序号 股东名称 持股数量（股） 持股比例% 重庆渝富 ...

Core Viewpoint - The pharmaceutical industry in China is poised for significant growth due to the potential of the consumer market and the upgrade in health consumption, with technology-driven transformation being crucial for building new productivity and core competitiveness [1][3]. Group 1: Market Potential and Policy Support - China possesses the world's most promising consumer market, which will expand further as health consumption upgrades [1]. - Continuous release of policy benefits will lead to a brighter future for the private economy, with stable and long-term policy support [3]. Group 2: Company Strategy and Commitment - The company, Jiuzhoutong, focuses on serving grassroots rural and remote areas, demonstrating a willingness and capability to address the challenges of these markets [3]. - Jiuzhoutong has established over 400 modern logistics centers nationwide and employs around 5,000 to 6,000 delivery personnel to enhance service in underserved regions [3]. - The company is committed to long-term investment in grassroots services and digitalization, with annual investments amounting to hundreds of millions [4]. Group 3: Long-term Vision and Social Responsibility - The company acknowledges that short-term returns from significant investments may not be immediately visible, but it remains dedicated to its mission [4]. - Meeting the medical service needs of grassroots citizens is seen as both a driving force for the company's development and a social responsibility [4].

Group 1 - The company expects to achieve a net profit of 250 million to 280 million yuan for the first half of 2025, representing a year-on-year growth of 14.39% to 28.12% after deducting non-recurring gains and losses [1] - The forecasted net profit attributable to shareholders is estimated to be between 260 million and 300 million yuan, with a year-on-year increase of 9.2% to 26% [1] - The company plans to repurchase shares using its own funds and a special loan for stock repurchase, with a total amount not less than 80 million yuan and not exceeding 100 million yuan [1] Group 2 - The repurchase price will not exceed 6.6 yuan per share, with an estimated repurchase quantity of approximately 15.15 million shares, accounting for about 0.88% of the current total share capital [2] - The estimated repurchase quantity could be around 12.12 million shares, representing about 0.70% of the total share capital, based on the lower limit of the repurchase funds [2] - The funding for the repurchase will come from the company's own funds and a special loan, with a commitment from China Everbright Bank to provide up to 90 million yuan for the stock repurchase [2]

Group 1: Market Overview - The number of companies listed on the New Third Board increased by 41% in the first half of 2025 compared to the same period last year, reaching 158 companies [1] - As of June 30, 2025, the total number of companies listed on the New Third Board reached 6060 [1] - The average revenue of the newly listed companies was 975 million yuan, with a median of 481 million yuan, while the average net profit was approximately 64 million yuan, with a median of 53 million yuan [1] Group 2: Company Highlights - Guangzhou Pharmaceutical, the company with the largest net profit among the newly listed firms, achieved a revenue of 5.46 billion yuan and a net profit of 578 million yuan in 2024 [2] - The company is a major player in the pharmaceutical supply chain and ranks seventh among national pharmaceutical distribution companies [2] - Among the 158 newly listed companies, 121 are specialized and innovative enterprises, accounting for nearly 80% [2] Group 3: Industry Distribution - The largest number of newly listed companies in the first half of 2025 came from the "Chemical Raw Materials and Chemical Products Manufacturing" sector, with 22 companies [2] - The "Computer, Communication, and Other Electronic Equipment Manufacturing" sector had 18 companies, while the "Specialized Equipment Manufacturing" sector had 15 companies [2] Group 4: Regional Distribution - Guangdong Province led with 30 newly listed companies, followed by Jiangsu Province with 26 and Zhejiang Province with 24 [3] Group 5: Regulatory Changes - The National Equities Exchange and Quotations (NEEQ) revised the "Guidelines for Due Diligence Work of Main Underwriters" to enhance the responsibilities of main underwriters [3][4] - The revised guidelines include new requirements for risk assessment and due diligence, particularly for companies that are not yet profitable [4][5] - The guidelines emphasize that main underwriters must maintain independent responsibility and cannot outsource their legal obligations to third parties [5]