（来源：淘金ETF） 1. 洲际油气（600759） 海南自贸港核心能源企业，主营业务聚焦石油勘探开发与油气资产运营，核心布局哈萨克斯坦、马六甲 海峡等海外油气产区，同时依托海南区位优势拓展跨境能源贸易。作为海南自贸港能源产业链的重要参 与者，公司叠加了油气资源、跨境贸易、一带一路等热点概念。海南封关后，"零关税"政策将大幅降低 公司油气设备进口成本，"境内关外"的通关便利化也将加速跨境能源流转效率，预计未来三年跨境油气 贸易规模有望提升30%以上。随着自贸港能源枢纽地位的强化，公司有望依托海南政策红利，进一步整 合国内外油气资源，打造"勘探+贸易+仓储"的全产业链生态，迎来长期增长机遇。 2. 金盘科技（688676） 国内领先的高端输配电设备制造商，主营业务聚焦干式变压器、SVG等电力装备研发与生产，核心布局 海南海口及广西北海，产品广泛应用于新能源、轨道交通等领域。作为海南自贸港高端制造代表，公司 叠加了新能源、特高压、专精特新等热点概念。海南封关后，"零关税"政策将降低进口原材料成本， 15%企业所得税优惠将显著提升盈利能力，同时自贸港面向东南亚的区位优势，将助力公司拓展东盟电 力设备市场。随着海南自 ...

近年来，创新药研发上市加速，同时有越来越多的创新药被纳入国家医保目录，但在落地基层时，依然 面临诸多挑战。如何让创新药更快触达基层医院？金毅群建议，建立创新药医联体准入快速通道，定期 梳理临床价值高、患者需求迫切的创新药（尤其是肿瘤、罕见病、慢性病等领域），优先纳入医联体共 享药品目录。鼓励医联体内牵头医院率先储备创新药，通过集中配送机制向基层医疗机构延伸供应，打 通创新药从大医院到基层的流通渠道。优化创新药医保报销政策，对纳入医联体共享目录的创新药，适 当提高基层医保报销比例，降低患者用药负担。同时，加强医联体内创新药临床应用培训，通过牵头医 院专家带教、线上讲座等方式，提升基层医务人员对创新药的认知和使用能力，确保创新药在基层规范 合理使用。 她建议，在强化基层药房硬件建设的同时，推动药品资源统筹共享，建立医联体内统一的药品目录对接 机制，打通不同医疗机构间药品资源流通渠道，向基层开放上级医院药品资源，共享药品的收费和报销 标准按储备该药品的医院执行，吸引患者选择基层就医。同时，建立医联体内院内制剂流通机制，重点 保障辖区需求量大、风险低的制剂供应，提升居民用药可及性。 慢病特病患者在社区医院申请所需药品 ...

1月8日，恩威医药涨5.16%，截至发稿，报28.96元/股，成交5182.13万元，换手率1.77%，总市值29.80 亿元。恩威医药股价已经连续4天上涨，区间累计涨幅5.8%。 资料显示，恩威医药股份有限公司位于四川省成都市双流区双华路三段458号，成立日期2005年5月19 日，上市日期2022年9月21日，公司主营业务涉及中成药及化学药的研发、生产及销售,专注于妇科产 品、儿科用药、呼吸系统用药等领域。主营业务收入构成为：妇科类46.21%，其他31.74%，感冒类 14.71%，儿科类6.90%，其他(补充)0.44%。 招商资管智达量化选股混合发起A（021692）基金经理为范万里。 截至发稿，范万里累计任职时间1年107天，现任基金资产总规模8844.58万元，任职期间最佳基金回报 34.46%， 任职期间最差基金回报9.97%。 风险提示：市场有风险，投资需谨慎。本文为AI大模型自动发布，任何在本文出现的信息（包括但不 限于个股、评论、预测、图表、指标、理论、任何形式的表述等）均只作为参考，不构成个人投资建 议。 责任编辑：小浪快报 从基金十大重仓股角度 数据显示，招商资管旗下1只基金重仓恩威 ...

12月31日，恩威医药涨0.23%，成交额1840.99万元。两融数据显示，当日恩威医药获融资买入额150.08 万元，融资偿还183.95万元，融资净买入-33.87万元。截至12月31日，恩威医药融资融券余额合计 7683.39万元。 融资方面，恩威医药当日融资买入150.08万元。当前融资余额7683.39万元，占流通市值的2.82%，融资 余额超过近一年50%分位水平，处于较高位。 机构持仓方面，截止2025年9月30日，恩威医药十大流通股东中，融通健康产业灵活配置混合A/B （000727）退出十大流通股东之列。 责任编辑：小浪快报 融券方面，恩威医药12月31日融券偿还0.00股，融券卖出0.00股，按当日收盘价计算，卖出金额0.00 元；融券余量0.00股，融券余额0.00元，超过近一年90%分位水平，处于高位。 资料显示，恩威医药股份有限公司位于四川省成都市双流区双华路三段458号，成立日期2005年5月19 日，上市日期2022年9月21日，公司主营业务涉及中成药及化学药的研发、生产及销售,专注于妇科产 品、儿科用药、呼吸系统用药等领域。主营业务收入构成为：妇科类46.21%，其他31.74 ...

融券方面，恩威医药12月1日融券偿还0.00股，融券卖出0.00股，按当日收盘价计算，卖出金额0.00元； 融券余量0.00股，融券余额0.00元，超过近一年90%分位水平，处于高位。 资料显示，恩威医药股份有限公司位于四川省成都市双流区双华路三段458号，成立日期2005年5月19 日，上市日期2022年9月21日，公司主营业务涉及中成药及化学药的研发、生产及销售,专注于妇科产 品、儿科用药、呼吸系统用药等领域。主营业务收入构成为：妇科类46.21%，其他31.74%，感冒类 14.71%，儿科类6.90%，其他(补充)0.44%。 12月1日，恩威医药涨1.84%，成交额2719.42万元。两融数据显示，当日恩威医药获融资买入额166.10 万元，融资偿还310.05万元，融资净买入-143.95万元。截至12月1日，恩威医药融资融券余额合计1.00 亿元。 融资方面，恩威医药当日融资买入166.10万元。当前融资余额1.00亿元，占流通市值的3.26%，融资余 额超过近一年80%分位水平，处于高位。 截至9月30日，恩威医药股东户数6340.00，较上期减少13.72%；人均流通股16198股，较上期增 ...

Core Viewpoint - Enwei Pharmaceutical, established in 2005 and listed in 2022, specializes in the pharmaceutical sector with a focus on gynecology, pediatrics, and respiratory medications, holding a notable brand presence in China [1] Financial Performance - For Q3 2025, Enwei Pharmaceutical reported revenue of 637 million yuan, ranking 51st among 69 companies in the industry, with the industry leader, Baiyunshan, generating 61.606 billion yuan [2] - The company's net profit for the same period was 36.5847 million yuan, placing it 46th in the industry, while the top performer, Yunnan Baiyao, reported a net profit of 4.789 billion yuan [2] Financial Ratios - As of Q3 2025, Enwei Pharmaceutical's debt-to-asset ratio was 27.60%, lower than the industry average of 32.81% [3] - The company's gross profit margin stood at 48.22%, which is below the industry average of 52.44% [3] Shareholder Information - As of September 30, 2025, the number of A-share shareholders decreased by 13.72% to 6,340, while the average number of shares held per shareholder increased by 261.71% to 16,200 [5]

Core Viewpoint - Enwei Pharmaceutical's stock has experienced fluctuations, with a year-to-date increase of 36.76% but a recent decline in the last 20 and 60 days, indicating potential volatility in the market [1]. Company Overview - Enwei Pharmaceutical, established on May 19, 2005, and listed on September 21, 2022, is located in Chengdu, Sichuan Province. The company focuses on the research, production, and sales of traditional Chinese medicine and chemical drugs, particularly in gynecology, pediatrics, and respiratory medications [1]. - The revenue composition of Enwei Pharmaceutical is as follows: gynecology products 46.21%, other products 31.74%, cold medications 14.71%, pediatrics 6.90%, and others 0.44% [1]. Financial Performance - For the first half of 2025, Enwei Pharmaceutical reported a revenue of 449 million yuan, representing a year-on-year growth of 15.73%. The net profit attributable to the parent company was 38.34 million yuan, showing a significant increase of 113.80% [1]. - Since its A-share listing, Enwei Pharmaceutical has distributed a total of 185 million yuan in dividends [2]. Shareholder Information - As of June 30, 2025, the number of shareholders for Enwei Pharmaceutical was 7,348, a decrease of 13.66% from the previous period. The average number of circulating shares per shareholder increased by 21.82% to 4,478 shares [1]. - Among the top ten circulating shareholders, Rongtong Health Industry Flexible Allocation Mixed A/B (000727) is the second-largest shareholder with 529,400 shares, a decrease of 47.06% from the previous period. Rongtong Xin New Growth Mixed A (011403) and Rongtong Value Growth Mixed A (015553) have exited the top ten list [2].

Core Insights - Enwei Pharmaceutical's stock decreased by 0.48% on October 10, with a trading volume of 37.23 million yuan [1] - The company reported a financing net buy of -1.97 million yuan on the same day, indicating more repayments than new purchases [1] - As of October 10, the total margin balance for Enwei Pharmaceutical was 98.07 million yuan, accounting for 3.05% of its market capitalization [1] Financial Performance - For the first half of 2025, Enwei Pharmaceutical achieved a revenue of 449 million yuan, representing a year-on-year growth of 15.73% [2] - The net profit attributable to the parent company for the same period was 38.34 million yuan, showing a significant increase of 113.80% year-on-year [2] Shareholder Information - As of June 30, 2025, the number of shareholders for Enwei Pharmaceutical was 7,348, a decrease of 13.66% from the previous period [2] - The average number of circulating shares per shareholder increased by 21.82% to 4,478 shares [2] - The company has distributed a total of 185 million yuan in dividends since its A-share listing [3] Institutional Holdings - As of June 30, 2025, the second-largest circulating shareholder was Rongtong Health Industry Flexible Allocation Mixed A/B, holding 529,400 shares, which is a decrease of 470,600 shares from the previous period [3] - Rongtong Xin New Growth Mixed A and Rongtong Value Growth Mixed A have exited the list of the top ten circulating shareholders [3]