消息面上，7月10日晚间，药明康德发布2025年半年报预增预告，并披露主要经营数据预测。根据公 告，2025年上半年，药明康德预计实现营收约人民币208.0亿元，同比增长约20.6%；预计2025年上半年 归母净利润实现约85.6亿元，同比增长约101.9%，其中包含了出售联营公司部分股权所获得的投资收 益。 根据官方信息，药明康德主要为全球医药及生命科学行业提供新药研发和生产服务，主营业务涵盖化学 药研发和生产、生物学研究、临床前测试和临床试验研究等领域。另外，药明康德也是一家"一体化、 端到端"的研发服务平台。 21世纪经济报道记者 闫硕 北京报道 7月11日开盘后，CRO（医药合同研发服务）概念股呈震荡上涨趋势，一度上涨2.60%，盘内多支股票 涨停。截至当天收盘，博腾股份上涨14.84%，凯莱英上涨10.00%，药明康德上涨9.99%，康龙化成上涨 7.69%。此外，美迪西、皓元医药等多家企业跟涨。 数据显示，2024年，全球小分子和多肽类GLP-1临床阶段候选药物从62个增加到85个，增长37%；药明 康德平台上的GLP-1管线从13个增加到20个，增加54%。其中，小分子药物，药明康德支持了38个 ...

生物医药ETF跟踪的是CS生医指数，该指数由中证指数有限公司编制，从沪深市场中选取业务涉及生物 科技、医疗设备等领域的上市公司证券作为指数样本，以反映生物医药相关上市公司证券的整体表现。 该指数覆盖了生物医药、医疗器械等多个细分领域，具有较高的成长性和创新性特点。 消息面上，2025年7月8日国家医保局联合卫健委发布《支持创新药高质量发展的若干措施》，提出16条 全链条支持政策并启动商保目录制定，推动创新药支付多元化；同期迪哲医药自主研发的舒沃替尼获 FDA批准上市，成为首个在美获批的EGFRexon20insNSCLC国产创新药。此外，2025年7月7日麦科奥特 完成3.6亿元B轮融资，加速推进双功能多肽药物开发，其多个核心产品已进入美国临床阶段。 注：如提及个股仅供参考，不代表投资建议。指数/基金短期涨跌幅及历史表现仅供分析参考，不预示 未来表现。市场观点随市场环境变化而变动，不构成任何投资建议或承诺。文中提及指数仅供参考，不 构成任何投资建议，也不构成对基金业绩的预测和保证。如需购买相关基金产品，请选择与风险等级相 匹配的产品。基金有风险，投资需谨慎。 东海证券指出，医药生物板块表现强势，显著跑赢大盘指 ...

Core Insights - The 2025 semi-annual performance forecasts of listed companies have been disclosed, with 152 A-share companies reporting, of which 101 expect profit increases, 10 expect to turn losses into profits, and 15 expect profit decreases, indicating a positive trend in overall performance [1][4]. Group 1: Performance Highlights - Huayin Power leads with an expected net profit increase of 4423%, driven by high temperatures and increased electricity demand, projecting a net profit of 180 to 220 million yuan [4][5]. - Xinda Co. follows with a projected net profit increase of 2834.73%, attributed to rising prices of its core herbicide product, with a current market price of 120,000 to 160,000 yuan per ton [5]. - Shen Shen Fang A has reversed its losses with an expected net profit of 85 to 120 million yuan, a significant increase due to a recovery in the Greater Bay Area's new housing market [5][6]. Group 2: Industry Performance - The electronics, chemical, and pharmaceutical sectors are experiencing high growth, with 111 companies reporting profit increases, particularly in the electronics sector with 15 companies showing positive forecasts [8][9]. - Industrial Fulian expects a net profit of 11.96 to 12.16 billion yuan, benefiting from a 60% increase in AI server revenue [9][10]. - The chemical sector is also thriving, with companies like Xinhong Cheng expecting a net profit of 3.3 to 3.75 billion yuan, driven by increased sales and prices of core products [12]. Group 3: Pharmaceutical Sector Recovery - Several pharmaceutical companies are seeing a resurgence, with Hanyu Pharmaceutical projecting a net profit increase of 1470.82% to 1663.89% due to the approval of its weight-loss drug in the U.S. [14]. - Shengnuo Bio expects a net profit of 77.02 to 94.14 million yuan, driven by strong sales in the peptide raw material business [14]. - Shanghai Pharmaceuticals anticipates a net profit of 4.45 billion yuan, a 52% increase from the previous year, due to acquisitions and consolidation [14].

截至2024年末，公司共有216个产品被纳入2024版国家医保目录，共有63个产品被纳入到基药目录。公 司核心产品均已上市销售多年，在细分治疗领域保持较高的市场占有率，其中注射用多种维生素(12)、 鹿瓜多肽注射液、银杏达莫注射液市场占有率均位居细分市场前列，安脑丸/片为中药独家基药品种。 誉衡药业在接待首创证券调研时介绍，公司维生素类药物主要为注射用多种维生素(12)，该产品竞争格 局良好，普德药业注射用多种维生素(12)凭借先发优势及品牌优势，多年来在同类产品市场中均保持在 80%以上的市场份额；该产品已在河南十九省联盟集采、浙江第四批集采、河北牵头的京津冀赣化学药 品集采、江苏省第五轮药品集采中中选，2024年，注射用多种维生素(12)销量增长40%，销售收入超11 亿元，地方集采对该产品的销量有较大促进作用，2025年的销量有望延续增长趋势。 "公司全资下属公司普德药业持有该产品文号、负责该产品生产；卫信康（603676）拥有产品的知识产 权、负责产品的推广。双方已有20余年的合作关系，信任基础好，合作关系稳定。注射用多种维生素 (12)采取以销定产的模式，由卫信康结合市场情况与普德药业共同确定产量。 ...

Market Overview - The pharmaceutical sector experienced a significant surge on July 10, with stocks such as Seer Medical, Lianhuan Pharmaceutical, and Kangchen Pharmaceutical hitting the daily limit [1] - Seer Medical recorded a price of 25.61 with a rise of 10.01%, Lianhuan Pharmaceutical reached 13.62 with a 10.02% increase, and Kangchen Pharmaceutical was at 40.68 with a 10.01% gain [2] Key Events - Merck, a major U.S. pharmaceutical company, announced its intention to acquire UK-based Verona Pharma for approximately $10 billion to enhance its product line for chronic obstructive pulmonary disease (COPD) [3] - Former President Trump threatened to impose a 200% tariff on pharmaceuticals, although this may not take effect immediately, allowing pharmaceutical companies a one-year buffer [3] - The National Healthcare Security Administration and the National Health Commission released measures to support the high-quality development of innovative drugs, including 16 initiatives to enhance support for R&D and encourage clinical application [3] Institutional Insights - The trend of Chinese innovative drugs entering international markets is expected to grow over the next 3-5 years, driven by improved innovation capabilities and profitability of Chinese pharmaceutical companies, which will enhance industry valuation levels [4] - The upstream raw material drug sector has seen a valuation adjustment, now positioned at relatively low levels, with the commercialization of GLP-1 products expected to drive growth in upstream peptide raw materials [4] - As the mid-year reporting period approaches, performance metrics will become a focal point for the market, with expectations for continued improvement in innovative drugs and their supply chains [4]

Core Viewpoint - Kangpeng Technology is strategically expanding its presence in the pharmaceutical sector, particularly focusing on peptide business as a key development direction [1][2]. Group 1: Strategic Focus - In March 2025, Kangpeng Technology approved a project to enhance the manufacturing capacity of medical peptides, planning to invest 75 million yuan, marking a significant shift from traditional fine chemicals to innovative pharmaceutical raw materials [2]. - The company has a history of collaboration with pharmaceutical innovators, leveraging its technical advantages in the early stages of raw material drug development [2]. - Kangpeng Technology has accumulated 115 patents, including 66 invention patents, with core technologies centered around fluorination and carbon-carbon coupling, providing a solid foundation for peptide business development [2]. Group 2: R&D Breakthrough - In 2024, despite facing short-term pressure from intensified competition and weak market demand, Kangpeng Technology's R&D investment reached 85.39 million yuan, accounting for 12.65% of revenue, reflecting a commitment to a technology-driven strategy [3]. - The company is optimizing its new materials segment through dual strategies of process optimization and market expansion, with a complete industrial chain expected from the liquid crystal project in Quzhou [3]. - Kangpeng Technology has established stable partnerships with major pharmaceutical companies, including Merck, Eli Lilly, and Bayer, which positions it well for growth in the peptide raw material business [3]. Group 3: Compliance Operations - Kangpeng Technology emphasizes compliance and risk management, as evidenced by a recent legal dispute resolution that reduced the principal amount owed by 1.34 million yuan [5]. - The company has demonstrated transparency in information disclosure and has implemented a restricted stock incentive plan for 160 core personnel, signaling a commitment to long-term growth [6]. Group 4: Future Outlook - The company's focus on peptide business aligns with the growing demand for innovative drug raw materials, supported by government policies aimed at enhancing the drug pricing mechanism and promoting innovative drugs [7]. - With the advancement of the medical peptide manufacturing capacity enhancement project and the conversion of R&D investments into technological barriers, Kangpeng Technology is expected to achieve breakthroughs in the peptide sector, enriching its product pipeline in the pharmaceutical field [7].

【环球网财经综合报道】随着半年度业绩预告披露窗口期开启，上市公司2025年上半年业绩备受市场关注。截至7月7日21时，A股已有78家上市 公司发布2025年半年度业绩预告，业绩"预喜"（含预增、略增、扭亏）公司占比约七成，25家公司归母净利润预增幅度上限超1倍，翰宇药业等公 司预计扭亏为盈。 基础化工行业，利尔化学、新和成等业绩亮丽。利尔化学部分产品销量和价格上涨、降本增效，预计归母净利同比增185.24%至196.00%。新和成 营养品板块销售增长，预计归母净利同比增50%至70%。 医药生物行业，创新和海外业务驱动多家公司业绩增长，多肽产业链表现突出。圣诺生物多肽原料药业务好，预计归母净利同比增253.54%至 332.10%。诺泰生物多肽原料药等销售增长，预计归母净利同比增32.06%至45.27%，翰宇药业预计扭亏。 汽车行业，金固股份、涛涛车业等预计上半年业绩增长。金固股份预计归母净利同比增44.06%至116.08%，涛涛车业预计同比增70.34%至 97.81%。（陈十一） 工业富联7月7日晚预告，上半年预计归母净利119.58亿元至121.58亿元，同比增36.84%至39.12%。其云计算业 ...

杭州福斯特作为成熟的生产基地，厂区占地72亩，建筑面积4万多平米，拥有完备的生产及配套设施， 具备GMP、ISO9001、ISO14001、OHSAS18001认证，曾于2019年通过FDA现场审计。 据悉，杭州福斯特属于昊帆生物的下游企业，作为成熟的生产基地，其拥有完备的生产及配套设施。而 昊帆生物当前产能不足，亟须突破产能瓶颈，抓住市场机遇。本次收购公司旨在获得标的的现有富余产 能，提高供应能力。 标的公司处于亏损状态 7月4日，昊帆生物发布公告，公司拟使用1.6亿元人民币自有或自筹资金，购买杭州福斯特100%股权。 本次收购将分两期进行，第一期完成后公司将获得标的公司85%股权，成为其控股股东；第二期将在第 一期股权转让工商变更后24个月内实施，届时公司将获得标的100%股权。 资料显示，杭州福斯特是一家专注于研发、生产和销售高级中间体、特色原料药并承接部分CDMO业务 的企业，其以抗肿瘤类、抗病毒类、抗过敏类、心血管类和抗精神病药物类为主要研发方向，产品主要 销向国内外众多知名医药研发和生产企业。 长江商报消息 ●长江商报记者 汪静 产能不足，昊帆生物（301393.SZ）拟通过收购突破瓶颈。 7月4 ...

Core Viewpoint - Suzhou Haofan Bio Co., Ltd. plans to acquire 100% equity of Hangzhou Foster Pharmaceutical Co., Ltd. for 160 million yuan, aiming to enhance its production capacity and product offerings despite the target company's current losses [1][4][11]. Group 1: Acquisition Details - The acquisition will occur in two phases, with the first phase granting Haofan Bio 85% equity, making it the controlling shareholder [1]. - The total transaction price is set at 160 million yuan, based on an asset-based valuation of 97.02 million yuan and a revenue-based valuation of 161.81 million yuan, indicating a significant premium [5][6]. Group 2: Financial Performance of Target Company - Hangzhou Foster reported revenues of 203.69 million yuan and 26.18 million yuan for 2024 and Q1 2025, respectively, with net losses of 28.44 million yuan and 8.44 million yuan [3][4]. - As of March 31, 2025, Hangzhou Foster's total assets were 268.74 million yuan, with total liabilities of 222.71 million yuan, resulting in a net asset value of 46.03 million yuan [3]. Group 3: Strategic Rationale - The acquisition is expected to allow Haofan Bio to leverage Hangzhou Foster's excess production capacity and certifications, enhancing operational efficiency and market competitiveness [12]. - The move aligns with Haofan Bio's strategy to expand its product structure and create new business and profit growth points, especially as its current production capacity is insufficient to meet demand [11][12].

各位朋友好，我是帮主郑重。干了20年财经记者，现在专研中长线投资，最近A股市场真是热闹——刚送走美国贸易协议的"72小时倒计时"，这边半年报业 绩预告又掀起了新波澜。今天咱就聊聊这57家发布预告的公司里，那13家净利润预增超100%的"尖子生"，看看他们的成绩单背后藏着啥门道。 从行业来看，这13家公司主要集中在新能源、科技、消费升级这几个赛道。新能源行业有政策撑腰，市场化改革推动新能源全面参与电力交易，长期利好。 科技领域AI和物联网持续发力，像芯朋微的工业芯片、国脉科技的养老社区AI应用，都是紧跟趋势的布局。消费方面，惠而浦、孩子王这些公司抓住了内 需回暖的机会，业绩自然亮眼。 作为中长线投资者，咱们得盯着这些行业的核心逻辑。新能源的长期成长性明确，但短期可能会受市场波动影响；科技行业技术迭代快，得选真正有技术壁 垒的公司；消费行业比较稳，但要关注需求是否持续。另外，业绩预告虽然好看，但正式财报出来前还得留个心眼，看看有没有水分，比如非经常性损益占 比高不高。 最后说点实在的，市场现在对业绩确定性越来越看重，7月是半年报披露的关键期，资金会往这些业绩预增的公司扎堆。但咱别盲目追高，得看公司的长期 竞争力和 ...