减肥药

Search documents
莫让“瘦身”变“伤身”
Ren Min Ri Bao· 2025-08-25 05:43
减肥服务领域的合同陷阱与维权障碍不容忽视。许多读者反映购买减肥产品试用装后,体重未降,还出 现较大副作用,维权时平台和商家相互推诿,"商家以产品开封为由拒绝退款,平台只提供小额优惠券 的解决方案"。一些暑期减肥训练营广告称"精准减重""科学塑形",但在合同中对效果的描述含糊其 词,且标注"不退不换""自愿放弃维权"等条款。 一名浙江慈溪市的读者说,自己报名参加了某减肥训练营,6月8日晚入营后发现营区条件与宣传不符, 居住条件不好,餐食较差,宣传的训练场地也没有。"我一晚上没睡着。第二天要求退款,结果一天课 还没上就要扣掉35%的违约金。"商家的"霸王条款"令他很恼火。 在减肥消费中,消费者个人信息泄露问题也时有发生。比如一些减肥APP在线测试要求用户填写身高、 体重、病史等详细数据,随后却将信息外泄,导致用户频繁接到骚扰电话或遭遇精准诈骗。 如何识别减肥产品的宣传是否"靠谱"?中国政法大学经济法研究所副所长范世乾表示,许多减肥产品宣 称"3至5天见效""不节食不运动",这类宣传往往属于夸大或虚假宣传。"正规减肥类保健食品应有相应 标识,药品需标注'国药准字',医疗器械需有注册证或备案证。而且根据广告法规定,保 ...
莫让“瘦身”变“伤身”(百姓关注)
Ren Min Ri Bao· 2025-08-24 22:40
近期,随着减肥瘦身成为许多人的"夏日刚需",减肥市场迎来消费高潮。然而,诸如"快速燃脂,一周 瘦10斤!""不节食不运动,轻松瘦身无负担!"等夸张的广告宣传背后,暗藏着不少消费陷阱。 虚假宣传、夸大功效是减肥消费中的突出问题之一。广东惠州市网友在人民网"人民投诉"平台留言,她 今年4月在网上购买"纤体膏"后被要求添加企业认证的微信客服,客服以"赠送礼品"和"定制方案"为由 向她索要个人信息,并推销高价减肥套餐,承诺"3至5天见效""打造不易胖体质"。其后,客服更是 以"防止反弹""停用危害健康"等话术,让她在4月至5月多次转账升级套餐,累计消费达1.8万元。"后来 我发现所购买的产品就是普通的代餐食品,并无特别的减肥功效。包装标注的厂家电话无法接通,疑似 为'三无'产品。" 减肥产品诱导消费和虚假宣传不仅损害了消费者的经济利益,还有可能对其身心健康造成不良影响。来 自河南信阳的王女士反映,她在电商平台花费2000余元购买了某品牌减肥药,商家承诺"无效果可退 款"且提供180天售后保障。但服用一个月后,她体重不仅没减反而增加了5斤,还出现便秘现象。"我向 商家投诉,客服一直让我正常服用,不理会退款要求。我向电商 ...
通化东宝股价微跌0.35% 生物制品板块企业市值165.69亿元
Jin Rong Jie· 2025-08-22 17:33
风险提示:股市有风险,投资需谨慎。 8月22日主力资金净流出1114.17万元,近五个交易日累计净流出1.55亿元。 截至2025年8月22日15时,通化东宝股价报8.46元,较前一交易日下跌0.03元,跌幅0.35%。当日成交额 1.56亿元,换手率0.94%,总市值165.69亿元。 通化东宝主营业务涵盖生物制品领域,涉及创新药、减肥药等方向。公司2025年中报显示业绩扭亏,市 场关注度有所提升。 ...
万邦医药股价下跌2.61% 医疗服务板块表现引关注
Jin Rong Jie· 2025-08-14 18:09
Group 1 - The stock price of Wanbang Medical is reported at 45.87 yuan, down by 1.23 yuan, a decrease of 2.61% from the previous trading day [1] - The stock reached a high of 47.28 yuan and a low of 45.75 yuan during the trading session, with a trading volume of 16,850 hands and a transaction amount of 0.78 billion yuan [1] - Wanbang Medical operates in the healthcare services sector, with business areas including innovative drugs and weight loss medications, and holds specialized qualifications [1] Group 2 - The current total market capitalization of Wanbang Medical is 30.58 billion yuan, with a circulating market value of 10.29 billion yuan [1] - On August 14, the net inflow of main funds was 1.6057 million yuan, accounting for 0.16% of the circulating market value [1] - Over the past five days, the cumulative net outflow of main funds was 8.1592 million yuan, representing 0.79% of the circulating market value [1]
医药投资观点更新&药品产业链- AH溢价视角看港股的结构性机会
2025-08-11 01:21
Summary of Key Points from the Conference Call Industry Overview - The conference call focuses on the **pharmaceutical and medical device industry** in China, particularly the performance and outlook of various companies within this sector [1][2][3]. Core Insights and Arguments - **Medical Device Sector Growth**: The medical device sector is expected to achieve positive growth in the second half of the year, following significant inventory reduction in the first half, leading to a low base effect. Companies like **Mindray Medical** and **United Imaging** are recommended for investment [1][2]. - **International Market Potential**: The domestic market shows steady growth, but overseas markets, particularly in Europe, Asia, Africa, and Latin America, present significant opportunities. Companies such as **Mindray**, **New Industry Bio**, **Nanwei Software**, and **Newmed** are highlighted for their overseas business expansion, expected to show results starting in 2026 [1][5]. - **Traditional Chinese Medicine (TCM)**: The TCM sector is anticipated to improve in Q3 due to low base effects, reduced inventory, and cost improvements, with companies like **Jichuan Pharmaceutical**, **Kweichow Moutai**, and **Shenwei Pharmaceutical** being of interest [1][6]. - **Biopharmaceuticals**: **Ganli Pharmaceutical** is noted for its strong performance in the insulin market, with high likelihood of completing stock incentives. The competitive landscape for insulin weekly formulations is favorable, and companies like **Anke Bio** and **Changchun High-tech** are also recommended [1][6]. - **Innovation in Drug Development**: There is a diversification in funding sources for innovative drug research and development, with a positive trend in both primary market financing and the establishment of industrial funds. The IPO wave for innovative drugs in Hong Kong is expected to surpass the previous cycle, aided by the loosening of listing regulations for unprofitable companies in A-shares [1][8][9]. Additional Important Insights - **Pricing Trends**: The medical device industry has seen a stabilization in pricing, with most products already undergoing centralized procurement. Future price declines are not expected, and the overall pricing environment is becoming more stable [3][4]. - **BD (Business Development) Trends**: The BD upfront payments have become a significant source of funding for R&D in innovative drugs, enhancing companies' willingness to invest in research. The trend indicates a gradual improvement in R&D investment in China [10]. - **Policy Impact**: Recent domestic policies have been favorable for the innovative drug sector, with expectations for more supportive measures to be introduced. The ongoing negotiations for medical insurance in the second half of the year may further reflect this support [12]. - **International Recognition**: Chinese companies are gaining international recognition for their R&D capabilities, leading to substantial BD transactions in areas like ADC and GLP-1 weight loss drugs, indicating a pivotal moment for Chinese innovation on the global stage [13]. - **Performance of Innovative Companies**: Companies like **BeiGene** and **Innovent Biologics** have shown positive earnings trends, with significant upcoming academic conferences expected to provide critical data supporting future BD transactions [14]. Valuation and Market Dynamics - **AH Premium Trends**: The premium for A-shares over H-shares has been narrowing, with leading companies like **Hengrui Medicine** and **WuXi AppTec** showing signs of premium recovery. As of August 1, 2025, Hengrui's AH premium was -10.37%, while WuXi's was 0.40% [15][17]. - **Future Valuation Predictions**: The Hong Kong pharmaceutical sector is still in a valuation recovery phase, with expectations for the AH premium to continue narrowing as Chinese innovative drug companies expand their international presence [19].
上证指数拉升翻红,半导体产业链爆发
Zhong Guo Ji Jin Bao· 2025-08-07 05:35
Market Overview - The Shanghai Composite Index increased by 0.12% to 3638.40, while the Shenzhen Component Index decreased by 0.13% and the ChiNext Index fell by 0.52% [1] - The total market turnover reached 1.21 trillion CNY, showing a significant increase compared to the previous day, with 2275 stocks rising and 2917 stocks falling [1] Semiconductor Sector Performance - The semiconductor industry chain experienced a significant surge, with stocks related to IGBT, advanced packaging, and memory rising sharply [2][4] - Notable stocks included Huahong Semiconductor, which rose over 4%, leading the Hang Seng Technology Index [2][4] - Specific stocks like Jinghua Microelectronics and Fuman Microelectronics hit the daily limit up, with increases of 20% [5] Pharmaceutical Sector Trends - The pharmaceutical and biotechnology sectors showed mixed performance, with medical device stocks remaining active while CRO, innovative drugs, and weight loss drugs faced declines [8] - Qianhong Pharmaceutical saw a significant drop, hitting the limit down, while other stocks like Borui Pharmaceutical and Huahai Pharmaceutical fell over 6% [9] Hong Kong Market Movements - The three major indices in Hong Kong showed a slight upward trend, with the Hang Seng Index up by 0.52% and the Hang Seng Technology Index up by 0.54% [2] - The pharmaceutical sector in Hong Kong also faced declines, with companies like Kangfang Biotech and Xinda Biotech experiencing significant drops [10][11] Caocao Mobility Developments - Caocao Mobility's stock surged over 19%, reaching a peak of 58.9 HKD per share, following the announcement of a strategic cooperation memorandum with Victory Securities [13] - The collaboration focuses on the tokenization of real-world assets and compliance in digital currency issuance, indicating potential growth in the company's operations [13]
股价腰斩,跌落神坛的诺和诺德错在哪一步?|Novo Nordisk|Eli Lilly|GLP-1【101 Weekly】
硅谷101· 2025-08-03 23:30
Market Overview - Novo Nordisk, formerly a leader in the weight loss drug market, experienced a significant single-day stock price drop of 30% [1] - The weight loss drug market is becoming increasingly competitive, with Eli Lilly emerging as a strong competitor and compounded pharmacies initiating price wars [1] - The core technology behind weight loss drugs involves GLP-1, a gut hormone initially used for diabetes treatment [1] Competitive Landscape - Novo Nordisk and Eli Lilly have a century-long rivalry, competing on product effectiveness and commercialization strategies [1] - The era of a duopoly in the weight loss drug market is over, with increasing competition from other players [1] Novo Nordisk's Challenges - Novo Nordisk lowered its full-year guidance, leading to a market capitalization decline [1] - Product development fell short of expectations, and the company faced increasing market competition [1] - Novo Nordisk misjudged demand and misallocated production capacity, creating opportunities for competitors [1] Leadership & Strategy - Novo Nordisk changed its CEO, but the new CEO lacks experience in the highly competitive US market [1]
诺和诺德美股盘前涨超2%,此前一度跌近3%,报道称美国拟扩大减肥药医保覆盖范围。
news flash· 2025-08-01 11:40
Core Viewpoint - Novo Nordisk's stock rose over 2% in pre-market trading after previously experiencing a nearly 3% decline, following reports that the U.S. plans to expand insurance coverage for weight loss medications [1] Company Summary - Novo Nordisk's stock performance reflects market reactions to potential policy changes regarding weight loss medication coverage in the U.S. [1] Industry Summary - The pharmaceutical industry, particularly in the weight loss medication segment, may see increased demand and market growth due to expanded insurance coverage [1]
金凯生科股价下跌1.73% 股东减持股份至低于5%
Jin Rong Jie· 2025-07-30 18:29
Group 1 - The stock price of Jinkai Biotechnology is reported at 39.28 yuan as of July 30, 2025, reflecting a decline of 1.73% from the previous trading day [1] - The trading volume on the same day reached 263 million yuan, with a turnover rate of 11.73% [1] - Jinkai Biotechnology's main business includes bioproducts, weight loss drugs, and CRO services, and the company is part of the Liaoning sector with specialized and innovative qualifications [1] Group 2 - Shareholder Qilu Investment has reduced its holdings by a total of 4,477,700 shares between December 18, 2024, and July 28, 2025, accounting for 3.72% of the total share capital, bringing its ownership down to 4.99996% [1] - On July 30, 2025, the net outflow of main funds was 27.78 million yuan [1]
英大证券晨会纪要-20250730
British Securities· 2025-07-30 01:03
Core Viewpoints - The report indicates that the A-share market is expected to exhibit a "slow bull" pattern characterized by structural opportunities, driven by favorable tariff negotiations, continuous policy support, and an overall improvement in liquidity conditions [2][8][10] - The report emphasizes the importance of avoiding high-flying stocks and suggests focusing on low-performing sectors that are likely to rotate, which is a key trend in the current market dynamics [2][9] Market Overview - The A-share market is currently experiencing fluctuations around the 3600-point mark, with no significant signs of weakness despite some index divergence [2][9] - The report notes that the market is likely entering a period of consolidation, with indices expected to oscillate around 3600 points to digest previous pressures [4][8] - Key characteristics of the market include a "weak Shanghai, strong Shenzhen" trend, with the ChiNext index performing particularly well, reaching new highs for the year [8][10] Sector Analysis Pharmaceutical Sector - The pharmaceutical sector, particularly innovative drugs, is highlighted as a growth area, with recent policy changes from the National Medical Insurance Administration expected to support this segment [6][7] - The report suggests that the pharmaceutical sector has significant investment value due to its previous downturn, low price-to-earnings ratios, and the increasing demand driven by an aging population [6] Semiconductor Sector - The semiconductor sector is noted for its strong performance, with government policies supporting the industry and a projected global market growth of over 15% by 2025 [7] - The report encourages investment in the semiconductor sector, particularly in companies that are leading in technology and can adapt quickly to industry changes [7] Trading Strategy - The report advises investors to maintain a rational approach, avoiding blind speculation and focusing on sector rotation, especially in low-performing areas [2][9] - It suggests that investors should consider reducing positions in stocks that have seen significant gains and look for opportunities in sectors that have lagged behind [2][9]