从基金十大重仓股角度 数据显示，广发基金旗下1只基金重仓皓元医药。广发医药精选股票A（017479）三季度持有股数3.9万 股，占基金净值比例为5.25%，位居第八大重仓股。根据测算，今日浮盈赚取约15.14万元。 11月6日，皓元医药涨5.2%，截至发稿，报78.51元/股，成交3.13亿元，换手率1.94%，总市值166.52亿 元。 资料显示，上海皓元医药股份有限公司位于上海市浦东新区张衡路1999弄3号楼，成立日期2006年9月30 日，上市日期2021年6月8日，公司主营业务涉及小分子药物发现领域的分子砌块和工具化合物的研发, 以及小分子药物原料药、中间体的工艺开发和生产技术改进,为全球医药企业和科研机构提供从药物发 现到原料药和医药中间体的规模化生产的相关产品和技术服务。主营业务收入构成为：分子砌块、工具 化合物和生化试剂68.97%，其中:产品销售63.42%，原料药和中间体、制剂30.46%，其中:技术服务 5.55%，其他(补充)0.57%。 责任编辑：小浪快报 广发医药精选股票A（017479）成立日期2023年7月6日，最新规模4161.54万。今年以来收益44.25%， 同类排名797 ...

10月15日，皓元医药涨5.06%，截至发稿，报76.38元/股，成交2.22亿元，换手率1.40%，总市值162.00 亿元。 资料显示，上海皓元医药股份有限公司位于上海市浦东新区张衡路1999弄3号楼，成立日期2006年9月30 日，上市日期2021年6月8日，公司主营业务涉及小分子药物发现领域的分子砌块和工具化合物的研发, 以及小分子药物原料药、中间体的工艺开发和生产技术改进,为全球医药企业和科研机构提供从药物发 现到原料药和医药中间体的规模化生产的相关产品和技术服务。主营业务收入构成为：分子砌块、工具 化合物和生化试剂68.97%，其中:产品销售63.42%，原料药和中间体、制剂30.46%，其中:技术服务 5.55%，其他(补充)0.57%。 国泰创新医疗混合发起A（018159）基金经理为邱晓旭。 截至发稿，邱晓旭累计任职时间3年62天，现任基金资产总规模8.71亿元，任职期间最佳基金回报 19.63%， 任职期间最差基金回报0.83%。 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 ...

9月22日，皓元医药涨5.04%，截至发稿，报77.51元/股，成交2.92亿元，换手率1.80%，总市值164.40亿 元。 截至发稿，邢程累计任职时间3年185天，现任基金资产总规模2.6亿元，任职期间最佳基金回报 81.15%， 任职期间最差基金回报-29.15%。 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，恒生前海基金旗下1只基金重仓皓元医药。恒生前海沪港深新兴产业精选混合（004332）二 季度持有股数2.46万股，占基金净值比例为2.1%，位居第十大重仓股。根据测算，今日浮盈赚取约9.15 万元。 恒生前海沪港深新兴产业精选混合（004332）成立日期2017年4月1日，最新规模5668.48万。今年以来 收益35.12%，同类排名2202/8244；近一年收益52.37%，同类排名2906/8066；成立以来收益39.94%。 恒生前海沪港深新兴产业精选混合（004332）基金经理为邢程。 资料显示， ...

Core Viewpoint - Haoyuan Pharmaceutical experienced a 5.1% increase in stock price, reaching 74.00 CNY per share, with a total market capitalization of 15.695 billion CNY as of September 12 [1] Company Overview - Shanghai Haoyuan Pharmaceutical Co., Ltd. was established on September 30, 2006, and went public on June 8, 2021. The company specializes in the discovery of small molecule drugs, focusing on molecular building blocks and tool compounds, as well as the development and production of active pharmaceutical ingredients (APIs) and intermediates [1] - The main revenue sources for the company include molecular building blocks, tool compounds, and biochemical reagents, accounting for 68.97% of total revenue. Product sales contribute 63.42%, while APIs and intermediates, along with formulations, account for 30.46%. Technical services make up 5.55%, and other sources contribute 0.57% [1] Shareholder Information - Among the top circulating shareholders of Haoyuan Pharmaceutical, a fund under China Europe Fund holds a significant position. The China Europe Healthcare Mixed A Fund (003095) reduced its holdings by 2.7776 million shares in the second quarter, retaining 6.1185 million shares, which represents 2.97% of the circulating shares. The estimated floating profit from this transaction is approximately 21.9653 million CNY [2] - The China Europe Healthcare Mixed A Fund was established on September 29, 2016, with a current scale of 15.638 billion CNY. Year-to-date returns stand at 31.02%, ranking 2473 out of 8174 in its category, while the one-year return is 47.65%, ranking 3246 out of 7981. Since its inception, the fund has achieved a return of 126.12% [2] Fund Management - The fund manager of China Europe Healthcare Mixed A is Ge Lan, who has been in the position for 10 years and 230 days, overseeing assets totaling 39.908 billion CNY, with the best fund return during her tenure being 126.12% and the worst being -35.13% [3] - Co-manager Zhao Lei has been in the role for 71 days, managing assets of 30.801 billion CNY, with the best return being 17.59% and the worst being 17.42% during his tenure [3]

Investment Rating - The report does not explicitly state an investment rating for the chemical pharmaceutical industry or the specific company being analyzed. Core Insights - The company has shown double growth in revenue and net profit for the year 2024, highlighting its competitive advantages in the small molecule drug R&D and production sector, characterized by a unique "product + service" integrated business model [10] - The company is focusing on a strategy of "industrialization, globalization, and branding," aiming to enhance innovation and market expansion while ensuring stable growth in performance [10][12] - The company has established itself as a leading supplier of research chemicals and biological reagents globally, with a strong presence in both front-end and back-end pharmaceutical services [11][12] Summary by Sections Company Overview - The company is recognized as a rare front-end/back-end integrated enterprise in the small molecule drug R&D and production field, having developed a robust business model over more than a decade [10] - It has built significant competitive barriers through advanced R&D technology platforms and a mature R&D system [10] Business Segments - In the front-end life science reagent segment, the company is a key player with a comprehensive range of innovative products, particularly in tool compounds and biochemical reagents [11] - The back-end business focuses on specialty generic drug APIs and related intermediates, with a strong emphasis on high-difficulty, high-tech barrier product development [11][12] Global Market Strategy - The company has established business warehousing centers in the US, Europe, and India, serving over 10,000 pharmaceutical companies and research institutions globally [12] - It aims to enhance product and service quality to improve customer loyalty and satisfaction while expanding its brand presence [12] ADC Business Development - The company has developed an integrated service platform for ADC Payload-Linker, showcasing strong capabilities in R&D, process optimization, and production for ADC drugs [13][15] - The establishment of a dedicated subsidiary for ADC drug development and production aims to provide comprehensive CDMO solutions [15] Inventory Management - The company has implemented strict inventory management policies to mitigate risks associated with inventory depreciation, with a focus on maintaining product quality and turnover efficiency [16][17] - It reported an asset impairment loss of 77.95 million yuan for the first nine months of 2024, reflecting its proactive approach to inventory management [17] Dividend Policy - The company plans to distribute cash dividends amounting to at least 30% of the average distributable profit over the last three years, ensuring sustainable returns for shareholders [19]