申万菱信中证申万医药生物指数A（163118）成立日期2021年1月1日，最新规模2.22亿。今年以来收益 6.59%，同类排名1460/5580；近一年收益20.61%，同类排名3390/4203；成立以来收益14.42%。 申万菱信中证申万医药生物指数A（163118）基金经理为王赟杰。 截至发稿，王赟杰累计任职时间5年176天，现任基金资产总规模56.5亿元，任职期间最佳基金回报 62%， 任职期间最差基金回报-25.21%。 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。 1月12日，科伦药业涨0.41%，截至发稿，报33.98元/股，成交8.76亿元，换手率2.01%，总市值543.02亿 元。科伦药业股价已经连续7天上涨，区间累计涨幅17.86%。 资料显示，四川科伦药业股份有限公司位于四川省成都市青羊区百花西路36号，成立日期2002年5月29 日，上市日期2010年6月3日，公司主营业务涉及开发、生产和销售大输液产品。主营业务收入构成为： 非输液48.37 ...

1月5日，科伦药业公告，公司拟以集中竞价交易方式回购股份。回购金额不低于5000万元且不超过1亿 元；回购价格不超35.00元/股。资金来源为自有资金，回购期限为12个月内。 科伦药业当前最新价为30.18元，今年以来，科伦药业股价累计上涨2.83%。此次公告拟定的最高回购价 格，比现价高15.97%。 机构持仓方面，截止2025年12月31日，科伦药业十大流通股东中，中欧医疗健康混合A（003095）位居 第三大流通股东，持股3819.54万股，相比上期减少186.70万股。香港中央结算有限公司位居第四大流通 股东，持股3720.84万股，相比上期增加248.03万股。工银前沿医疗股票A（001717）位居第五大流通股 东，持股2200.00万股，相比上期增加200.00万股。华泰柏瑞沪深300ETF（510300）位居第六大流通股 东，持股1846.00万股，相比上期减少62.41万股。易方达沪深300医药ETF（512010）位居第八大流通股 东，持股1490.81万股，相比上期增加86.98万股。广发多因子混合（002943）退出十大流通股东之列。 风险提示：市场有风险，投资需谨慎。本文为AI大模型自 ...

截至9月30日，科伦药业股东户数3.71万，较上期增加8.35%；人均流通股35200股，较上期减少7.70%。 2025年1月-9月，科伦药业实现营业收入132.77亿元，同比减少20.92%；归母净利润12.01亿元，同比减 少51.41%。 分红方面，科伦药业A股上市后累计派现68.98亿元。近三年，累计派现35.87亿元。 机构持仓方面，截止2025年9月30日，科伦药业十大流通股东中，中欧医疗健康混合A（003095）位居 第三大流通股东，持股4006.24万股，相比上期减少253.71万股。香港中央结算有限公司位居第四大流通 股东，持股3472.80万股，相比上期减少525.83万股。广发多因子混合（002943）位居第五大流通股东， 持股2423.35万股，持股数量较上期不变。工银前沿医疗股票A（001717）位居第六大流通股东，持股 2000.00万股，相比上期减少700.88万股。华泰柏瑞沪深300ETF（510300）位居第七大流通股东，持股 1908.41万股，相比上期减少98.91万股。易方达沪深300医药ETF（512010）位居第十大流通股东，持股 1403.83万股，相比上期减少 ...

Group 1 - The core viewpoint of the news is that Kelun Pharmaceutical's stock has shown fluctuations in price and trading volume, with a recent increase of 2.05% on December 31, reaching 29.42 yuan per share, and a total market capitalization of 47.015 billion yuan [1] - As of September 30, 2025, Kelun Pharmaceutical reported a revenue of 13.277 billion yuan, a year-on-year decrease of 20.92%, and a net profit attributable to shareholders of 1.201 billion yuan, down 51.41% year-on-year [2] - The company has a diverse revenue structure, with 48.37% from non-infusion products, 41.28% from infusion products, 7.01% from research projects, and 3.33% from other sources [1] Group 2 - Kelun Pharmaceutical has distributed a total of 6.898 billion yuan in dividends since its A-share listing, with 3.587 billion yuan distributed in the last three years [3] - The number of shareholders increased to 37,100 as of September 30, 2025, reflecting an 8.35% rise, while the average number of circulating shares per person decreased by 7.70% to 35,200 shares [2] - Major shareholders include China Europe Medical Health Mixed A, holding 40.0624 million shares, and Hong Kong Central Clearing Limited, holding 34.728 million shares, both of which have seen a reduction in their holdings compared to the previous period [3]

今年以来科伦药业已经2次登上龙虎榜，最近一次登上龙虎榜为4月30日，当日龙虎榜净买入3187.92万 元；买入总计2.54亿元 ，占总成交额比17.58%；卖出总计2.22亿元 ，占总成交额比15.37%。 资料显示，四川科伦药业股份有限公司位于四川省成都市青羊区百花西路36号，成立日期2002年5月29 日，上市日期2010年6月3日，公司主营业务涉及开发、生产和销售大输液产品。主营业务收入构成为： 非输液48.37%，输液41.28%，研发项目7.01%，其他3.33%。 科伦药业所属申万行业为：医药生物-化学制药-化学制剂。所属概念板块包括：幽门螺杆概念、熊去氧 胆酸、抗流感、原料药、医药电商等。 截至9月30日，科伦药业股东户数3.71万，较上期增加8.35%；人均流通股35200股，较上期减少7.70%。 2025年1月-9月，科伦药业实现营业收入132.77亿元，同比减少20.92%；归母净利润12.01亿元，同比减 少51.41%。 12月26日，科伦药业盘中下跌2.00%，截至10:44，报29.87元/股，成交2.63亿元，换手率0.67%，总市值 477.34亿元。 资金流向方面，主力资金 ...

分红方面，科伦药业A股上市后累计派现68.98亿元。近三年，累计派现35.87亿元。 机构持仓方面，截止2025年9月30日，科伦药业十大流通股东中，中欧医疗健康混合A（003095）位居 第三大流通股东，持股4006.24万股，相比上期减少253.71万股。香港中央结算有限公司位居第四大流通 股东，持股3472.80万股，相比上期减少525.83万股。广发多因子混合（002943）位居第五大流通股东， 持股2423.35万股，持股数量较上期不变。工银前沿医疗股票A（001717）位居第六大流通股东，持股 2000.00万股，相比上期减少700.88万股。华泰柏瑞沪深300ETF（510300）位居第七大流通股东，持股 1908.41万股，相比上期减少98.91万股。易方达沪深300医药ETF（512010）位居第十大流通股东，持股 1403.83万股，相比上期减少430.40万股。广发医疗保健股票A（004851）退出十大流通股东之列。 责任编辑：小浪快报 融券方面，科伦药业12月19日融券偿还900.00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20.44万股，融券余额647 ...

Core Viewpoint - Kelong Pharmaceutical's stock price has shown fluctuations, with a year-to-date increase of 11.42%, but recent declines over various trading periods indicate potential volatility in investor sentiment [1][2]. Company Overview - Kelong Pharmaceutical, established on May 29, 2002, and listed on June 3, 2010, is based in Chengdu, Sichuan Province. The company specializes in the development, production, and sales of large-volume infusion products [1]. - The revenue composition of Kelong Pharmaceutical includes: non-infusion products (48.37%), infusion products (41.28%), research and development projects (7.01%), and others (3.33%) [1]. Financial Performance - For the period from January to September 2025, Kelong Pharmaceutical reported a revenue of 13.277 billion yuan, a year-on-year decrease of 20.92%. The net profit attributable to shareholders was 1.201 billion yuan, down 51.41% year-on-year [2]. - Cumulatively, Kelong Pharmaceutical has distributed 6.898 billion yuan in dividends since its A-share listing, with 3.587 billion yuan distributed over the past three years [3]. Shareholder Information - As of September 30, 2025, Kelong Pharmaceutical had 37,100 shareholders, an increase of 8.35% from the previous period. The average number of circulating shares per shareholder was 35,200, a decrease of 7.70% [2]. - The top ten circulating shareholders include various funds, with notable changes in holdings, such as a decrease in shares held by major institutional investors [3].

Group 1 - The core viewpoint of the news is that Jimin Health experienced a decline in stock price and significant changes in financing activities, indicating potential liquidity issues and a challenging financial environment [1][2]. Group 2 - On November 20, Jimin Health's stock fell by 1.76%, with a trading volume of 218 million yuan. The financing data showed a net financing outflow of 3.41 million yuan for the day, with a total financing and securities balance of 225 million yuan [1]. - The financing buy-in for Jimin Health on that day was 11.61 million yuan, while the current financing balance is 224 million yuan, accounting for 4.26% of the circulating market value, which is above the 60th percentile level over the past year [1]. - In terms of securities lending, there were no shares repaid or sold on November 20, with a remaining short position of 9,000 shares and a short balance of 90,400 yuan, exceeding the 90th percentile level over the past year [1]. Group 3 - As of September 30, Jimin Health had 58,100 shareholders, an increase of 107% compared to the previous period, while the average circulating shares per person decreased by 51.69% to 9,035 shares [2]. - For the period from January to September 2025, Jimin Health reported a revenue of 545 million yuan, a year-on-year decrease of 20.21%, and a net profit attributable to shareholders of -77.15 million yuan, a year-on-year decrease of 371.51% [2]. Group 4 - Since its A-share listing, Jimin Health has distributed a total of 127 million yuan in dividends, with 10.74 million yuan distributed over the past three years [3].

Core Viewpoint - Kelong Pharmaceutical's stock price has shown fluctuations, with a year-to-date increase of 12.54%, but recent declines over various trading periods indicate potential volatility in investor sentiment [1][2]. Financial Performance - For the period from January to September 2025, Kelong Pharmaceutical reported a revenue of 13.277 billion yuan, representing a year-on-year decrease of 20.92%. The net profit attributable to shareholders was 1.201 billion yuan, down 51.41% year-on-year [2]. - Cumulatively, Kelong Pharmaceutical has distributed 6.898 billion yuan in dividends since its A-share listing, with 3.587 billion yuan distributed over the past three years [3]. Stock Market Activity - As of November 12, Kelong Pharmaceutical's stock was trading at 32.98 yuan per share, with a market capitalization of 52.704 billion yuan. The stock experienced a net inflow of 7.8043 million yuan from main funds [1]. - The company has appeared on the "Dragon and Tiger List" twice this year, with the most recent instance on April 30, where it recorded a net purchase of 31.8792 million yuan [1]. Shareholder Structure - As of September 30, 2025, Kelong Pharmaceutical had 37,100 shareholders, an increase of 8.35% from the previous period. The average number of circulating shares per shareholder was 35,200, a decrease of 7.70% [2]. - The top ten circulating shareholders include various funds, with notable reductions in holdings for several institutional investors [3].

Group 1 - On November 11, Kelong Pharmaceutical experienced a decline of 1.79% with a trading volume of 312 million yuan. The financing buy amount for the day was 41.75 million yuan, while the financing repayment was 13.71 million yuan, resulting in a net financing buy of 28.04 million yuan. As of November 11, the total financing and securities lending balance was 916 million yuan [1] - The financing balance of Kelong Pharmaceutical was 912 million yuan, accounting for 1.77% of the circulating market value, which is above the 60th percentile level over the past year, indicating a relatively high position [1] - In terms of securities lending, Kelong Pharmaceutical repaid 2,100 shares and sold 5,800 shares on November 11, with a selling amount of 187,500 yuan. The remaining securities lending volume was 12,000 shares, with a balance of 3.88 million yuan, also exceeding the 60th percentile level over the past year [1] Group 2 - As of September 30, Kelong Pharmaceutical had 37,100 shareholders, an increase of 8.35% compared to the previous period. The average circulating shares per person decreased by 7.70% to 35,200 shares [2] - For the period from January to September 2025, Kelong Pharmaceutical reported operating revenue of 13.28 billion yuan, a year-on-year decrease of 20.92%. The net profit attributable to the parent company was 1.20 billion yuan, down 51.41% year-on-year [2] - Kelong Pharmaceutical has distributed a total of 6.90 billion yuan in dividends since its A-share listing, with 3.59 billion yuan distributed over the past three years [2] Group 3 - As of September 30, 2025, among the top ten circulating shareholders of Kelong Pharmaceutical, China Europe Medical Health Mixed A ranked as the third-largest shareholder with 40.06 million shares, a decrease of 2.54 million shares from the previous period. Hong Kong Central Clearing Limited was the fourth-largest shareholder with 34.73 million shares, down 5.26 million shares [3] - Other notable shareholders include Guangfa Multi-Factor Mixed Fund, which remained unchanged at 24.23 million shares, and ICBC Frontier Medical Stock A, which decreased by 7.01 million shares to 20 million shares [3] - The top ten shareholders also included Huatai-PB CSI 300 ETF and E Fund CSI 300 Medical ETF, with holdings of 19.08 million shares and 14.04 million shares, respectively, both showing a decrease compared to the previous period [3]