一、行情 7月10日早盘，医药板块再度大涨，塞力医疗、联环药业、康辰药业等多股涨停。 | 股票名称 | | 最新价 = | 涨跌幅 = | 涨停时间 = | 换手率 = | 流通市值⇒ | | --- | --- | --- | --- | --- | --- | --- | | 塞力医疗 | 8天5板 | 25.61 | +10.01% | 09:43:35 | 18.00% | 48.92亿 | | 603716.SS | | | | | | | | 联环药业 | 4天3板 | 13.62 | +10.02% | 09:46:08 | 15.51% | 38.88亿 | | 600513.SS | | | | | | | | 康辰药业 603590.SS | | 40.68 | +10.01% | 09:43:17 | 4.42% | 63.96亿 | | 海思科 | | | | | | | | 002653.SZ | | 46.41 | +10.00% | 10:00:36 | 0.96% | 248.51亿 | | 沃华医药 | | 6.52 | +9.95% | 10:11:21 | 5.26% | ...

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 ...

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 ...

登录新浪财经APP 搜索【信披】查看更多考评等级 证券代码：688076 证券简称：诺泰生物 公告编号：2025-055 江苏诺泰澳赛诺生物制药股份有限公司 2025年半年度业绩预告的自愿性披露公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述或者重大遗漏，并对其内容 的真实性、准确性和完整性依法承担法律责任。 一、本期业绩预告情况 （一）业绩预告期间 2025年1月1日至2025年6月30日。 （二）业绩预告情况 （1）经财务部门初步测算，预计2025年半年度实现归属于母公司所有者的净利润为30,000万元到33,000 万元，与上年同期（法定披露数据）相比，将增加7,284万元到10,284万元，同比增加32.06%到 45.27%。 （2）预计2025年半年度实现归属于母公司所有者的扣除非经常性损益的净利润为30,000万元到33,000万 元，与上年同期（法定披露数据）相比，将增加7,061万元到10,061万元，同比增加30.78%到43.86%。 （三）本次业绩预告未经注册会计师审计。 二、上年同期业绩情况 2024年半年度，公司利润总额：25,696万元；归属于母公司所有者 ...

（二）业绩预告情况 证券代码：688076 证券简称：诺泰生物 公告编号：2025-055 江苏诺泰澳赛诺生物制药股份有限公司 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述 或者重大遗漏，并对其内容的真实性、准确性和完整性依法承担法律责任。 一、本期业绩预告情况 （一）业绩预告期间 公司以"时间领先、技术领先"的经营理念，发挥学科交叉及国际化 BD 团 队的竞争优势，持续扩大优质客户规模，报告期内公司多肽原料药等销售收入实 现较大增长。 四、风险提示 本次业绩预计是公司财务部门基于自身专业判断进行的初步核算，尚未经注 册会计师审计。 五、其他说明事项 以上预告数据仅为初步核算数据，具体准确的财务数据以公司正式披露的 特此公告。 （1）经财务部门初步测算，预计 2025 年半年度实现归属于母公司所有者的 净利润为 30,000 万元到 33,000 万元，与上年同期（法定披露数据）相比，将增 加 7,284 万元到 10,284 万元，同比增加 32.06%到 45.27%。 （2）预计 2025 年半年度实现归属于母公司所有者的扣除非经常性损益的净 利润为 30,000 万元到 33,0 ...

①固态电池+海工装备+光刻机+芯片概念！这家公司获得半导体掩模版直写光刻机订单，与客户在固态电 池方面有相关接洽合作；②人形机器人+海工装备+核电+数据中心！这家公司有人形机器人和机器狗相关 线缆订单；③减肥药+合成生物+CRO！公司公司多肽原料药产能达到吨级。 前言 每周日至每周四推送明日股市重大公告！内容包含"停复牌、增减持、投资中标、收购、业绩、解禁、 高送转"等一系列个股利好利空公告，其中重要公告均以红色标注，帮助投资者提前寻找到投资热点， 防范各类黑天鹅事件，并且有充足的时间进行分辨和寻找合适的上市公司。 ...

Core Viewpoint - The article discusses the recent fluctuations in the A-share market, highlighting the impact of U.S.-Vietnam trade agreements and the performance of specific sectors, particularly consumer electronics and innovative pharmaceuticals. Market Overview - The A-share market experienced a rebound, with the Shanghai Composite Index rising by 0.18%, the Shenzhen Component Index increasing by 1.17%, and the ChiNext Index up by 1.9% [5] - The total market turnover was 13,336 billion, a decrease of 716 billion from the previous day, with over 3,200 stocks rising [5] - A total of 66 stocks hit the daily limit up, with 14 stocks achieving consecutive limit ups, the highest being six consecutive limit ups [5] Sector Performance - The consumer electronics sector saw a collective surge, with stocks like Industrial Fulian, New Asia Electronics, and Chaoyang Technology hitting the daily limit up [5] - The PCB sector also rebounded, with stocks such as Zhongjing Electronics, Bomin Electronics, and Yihua New Materials reaching the daily limit up, driven by speculation on future demand for AI-PCB [5] - Innovative pharmaceutical stocks continued their strong performance, with companies like Guosheng Tang and Changchun High-tech also hitting the daily limit up [5] Trade Policy Impact - The U.S. has lifted restrictions on EDA and ethane exports to China, while Trump announced a trade agreement with Vietnam, which will impose a 20% tariff on Vietnamese exports to the U.S. [1][2] - This policy shift is seen as beneficial for consumer electronics companies with operations in Vietnam, such as Luxshare Precision, which had previously invested in production capacity there [2] Investment Trends - Morgan Stanley's MSCI China Index has risen by 32% over the past year, indicating a recovery in consumer spending and addressing overcapacity issues [7] - The article notes that the current market environment is conducive to a potential supply-side reform, with a focus on key sectors such as automotive, materials, and technology [8][9] Capital Market Dynamics - The article highlights that despite the return to average price-to-earnings ratios, the equity risk premium remains high, suggesting that the Chinese stock market is still undervalued [9] - The low interest rates are expected to continue, with predictions of further rate cuts, which could lead to a shift in investment towards growth stocks as overall return on equity improves [9]

Core Viewpoint - The A-share listed companies have shown positive performance in their half-year reports, with a significant proportion of companies expecting profit growth, driven by various factors including international market expansion and cost reduction measures [1][2][3]. Group 1: Performance Forecasts - Out of 26 companies that announced their performance forecasts, approximately 77% are expected to report positive results, with 9 companies anticipating "slight growth," 6 "increased growth," 4 "continued profit," 1 "turning profitable," and 1 "slight decrease" [2][3]. - Companies such as Guangda Special Materials and Shengnuo Bio are expected to see net profit increases exceeding 100% [2][5]. - The industries with the highest concentration of companies expecting positive results include pharmaceuticals, semiconductors, and hardware equipment [2][9]. Group 2: Individual Company Highlights - Guangda Special Materials forecasts a net profit of approximately 200 million yuan, representing a growth of 367.51% [4][5]. - Shengnuo Bio anticipates a net profit between 77.03 million and 94.14 million yuan, with a growth rate of 253.54% to 332.10% [4][5]. - Tai Ling Micro expects a net profit of about 99 million yuan, reflecting a growth of approximately 267% [4][6]. Group 3: Market Trends and Insights - The overall net profit growth of A-share listed companies is expected to continue improving, driven by macroeconomic policies and industry restructuring [8][9]. - Analysts predict that sectors such as consumer services, information technology, and midstream manufacturing will see relatively high profit growth in 2025 [8][9]. - The market sentiment is optimistic, with many institutions recommending an overweight position in the Chinese stock market, anticipating a bull market in both A-shares and Hong Kong stocks [9].

具体来看： 2025年已过半，A股上市公司半年报成绩轮廓渐显。 Wind统计数据显示，截至7月1日收盘，累计26家公司预告了半年度业绩。 1.9家预计"略增"，6家预计"预增"，4家预计"续盈"，1家预计"扭亏"，预喜公司占比约77%； 2.多数预告利润增长的企业在公告中指出，业绩提升主要得益于国际市场的开拓、毛利率水平的提高、产品结构的优化以及降本增效举措的 推进等因素； 3.从个股来看，广大特材、圣诺生物等公司预计归母净利润最大增幅超过100%； 4.从预喜公司行业分布来看，主要集中在医药生物、半导体、硬件设备等行业。 多家公司率先预喜 从业绩预告类型来看，26家公司中，除了前述20家公司预喜外，还有1家预计"首亏"，1家预计"略减"；4家"不确定"。 根据以往经验来看，中报业绩超预期的行业、个股更容易获得资金追捧；业绩高增长、行业高景气度板块有望成为中报行情一个主线；低估且业绩超预期滞 涨龙头弹性更大。 | 证券简称 | 预告类型 | 预告内容 | | --- | --- | --- | | 广大特材 | 预增 | 净利润:约2亿元~2亿元,增长367.51%~367.51% | | 圣诺生物 | 预增 ...