今日焦点天华新能：宁德时代拟受让公司12.95%股份 天华新能公告，2025年10月31日，公司实际控制人裴振华、容建芬夫妇与宁德时代签署《股份转让协 议》，裴振华、容建芬夫妇拟通过协议转让方式向宁德时代转让其合计持有的公司1.08亿股无限售流通 股（占公司股份总数的12.95%）。标的股份的转让价格为每股24.49元，转让价款合计为26.35亿元。 震裕科技：拟21.1亿元投建人形机器人精密模组及零部件等项目 震裕科技公告称，为把握市场增长机遇，公司计划进一步扩大现有业务产品产能并建设新兴领域业务产 品产能。结合行业发展趋势及公司战略规划，公司和宁海县投资促进中心签订《战略合作协议》，计划 于2025年-2030年期间在宁海县投资建设精密部件制造装备及工艺装备和精密结构件、人形机器人精密 模组及零部件项目，投资总额为人民币21.1亿元。一期投资协议于近期和《战略合作协议》同步签署。 天奇股份：与富士康汽车签订战略合作框架协议，计划5年内部署不低于2000台具身智能机器人 天奇股份公告称，公司与富士康新能源汽车产业发展（河南）有限公司签署《战略合作框架协议》，双 方拟共同推动具身智能机器人在工业场景的深度应用 ...

2. 多家头部磷酸铁锂正极材料厂商瞄准高端产能：江西升华新材料有限公 司、湖南裕能新能源电池材料股份有限公司、深圳市德方纳米科技股份有限 公司、山东丰元化学股份有限公司等头部公司均密集披露了扩产计划。（资料 来源：同花顺） 3. 湖南省人民政府办公厅发布：《关于完善生育支持政策推动建设生育友好 型社会的十条措施》。其中提到，加强婚恋政策支持。鼓励用人单位在国家规 定婚假的基础上，将职工的婚假延长至 20 天；有条件的地方可向新婚夫妻发 放结婚红包或消费券。（资料来源：同花顺） 东 兴 晨 报 经济要闻 1.中国商务部新闻发言人宣布：中美近期磋商达成的成果共识，包括美方将 取消针对中国商品加征的 10%所谓"芬太尼关税"，美方将暂停实施其对华海 事、物流和造船业 301 调查措施一年等，中方也将相应暂停实施针对美方的 反制措施一年。（资料来源：同花顺） 4. PMI：10 月份，制造业采购经理指数(PMI)为 49.0%，比上月下降 0.8 个百 分点，制造业景气水平有所回落。（资料来源：同花顺） 5. 中国钢铁工业协会：前三季度，重点统计钢铁企业累计营业收入为 4.56 万亿元，同比下降 2.36%；利润总额 ...

证券日报网讯 10月31日晚间，普洛药业发布公告称，近日，公司控股子公司浙江普洛康裕制药有限公 司收到国家药品监督管理局签发的左卡尼汀注射液《药品注册证书》。 （文章来源：证券日报） ...

资料显示，沃尔德成立于2006年8月，主营业务是超硬刀具、超硬材料及硬质合金刀具的研发、生产和 销售业务。 所属行业：机械设备–通用设备–磨具磨料 蓝科高新：拟变更重大资产重组方案 10月31日晚，蓝科高新（601798）发布公告称，公司拟对本次重大资产重组方案做出调整，方案变更为 拟以现金方式收购中国浦发所持有的中国空分51%股权，方案变更后将有效优化公司资产结构，支持公 司工程业务强链补链，推动公司向能源装备整体解决方案服务商转型，进一步改善上市公司经营状况。 沃尔德：本次询价转让初步确定的转让价格为40.88元/股 10月31日晚，沃尔德（688028）发布公告称，根据2025年10月31日询价申购情况，本次询价转让初步确 定的转让价格为40.88元/股。本次询价拟转让股份已获全额认购，初步确定受让方为12家机构投资者， 拟受让股份总数为150.95万股。 资料显示，蓝科高新成立于2001年4月，主营业务是石油石化、新能源专用设备的研发、设计、生产、 安装、技术服务以及石油石化设备的质量性能检验检测服务等。 所属行业：机械设备–自动化设备–工控设备 宏英智能：子公司牵头中标6.16亿元储能电站PC总承包 ...

格隆汇10月31日丨普洛药业(000739.SZ)公布，控股子公司浙江普洛康裕制药有限公司收到国家药品监 督管理局签发的左卡尼汀注射液《药品注册证书》。本品适用于慢性肾衰长期血透病人因继发性肉碱缺 乏产生的一系列并发症状，临床表现如心肌病、骨骼肌病、心律失常、高脂血症，以及低血压和透析中 肌痉挛等。 ...

普洛药业（000739）(000739.SZ)发布公告，近日，公司控股子公司浙江普洛康裕制药有限公司收到国 家药品监督管理局签发的左卡尼汀注射液《药品注册证书》。 该药品适用于慢性肾衰长期血透病人因继发性肉碱缺乏产生的一系列并发症状，临床表现如心肌病、骨 骼肌病、心律失常、高脂血症，以及低血压和透析中肌痉挛等。根据相关数据显示，左卡尼汀注射液 2024年度中国院内市场规模为1.03亿支，销售金额为9.65亿元。截至本公告披露日，左卡尼汀注射液累 计投入的研发费用为人民币376.29万元。 ...

Core Viewpoint - Prolo Pharmaceutical (000739) announced that its subsidiary, Zhejiang Prolo Kangyu Pharmaceutical Co., Ltd., received a drug registration certificate for L-carnitine injection from the National Medical Products Administration, indicating a significant development in its product portfolio [1] Company Summary - Prolo Pharmaceutical's subsidiary has obtained regulatory approval for L-carnitine injection, which is clinically used for complications arising from secondary carnitine deficiency in patients with chronic renal failure undergoing long-term hemodialysis [1] - The approval is expected to enhance the company's market presence in the pharmaceutical sector, particularly in the treatment of chronic kidney disease [1] Industry Summary - The market size for L-carnitine injection in China's hospital sector is projected to reach 103 million units with a sales value of 965 million yuan in 2024, indicating a substantial opportunity for growth in this therapeutic area [1]

Core Viewpoint - Prolo Pharmaceutical (000739.SZ) announced that its subsidiary, Zhejiang Prolo Kangyu Pharmaceutical Co., Ltd., has received the drug registration certificate for L-carnitine injection from the National Medical Products Administration of China [1] Company Summary - The L-carnitine injection is indicated for patients with chronic renal failure undergoing long-term hemodialysis, addressing complications arising from secondary carnitine deficiency, including cardiomyopathy, skeletal myopathy, arrhythmias, hyperlipidemia, hypotension, and muscle cramps during dialysis [1] - As of the date of the announcement, the total research and development expenses incurred for L-carnitine injection amounted to RMB 3.7629 million [1] Industry Summary - The projected market size for L-carnitine injection in China's hospital market for the year 2024 is estimated to be 103 million doses, with a sales value of RMB 966.5 million [1]

Core Viewpoint - Chengyi Pharmaceutical has received approval for its Palivizumab injection, marking a significant milestone in its drug development efforts and expanding its product line in the influenza treatment market [1][2] Group 1: Drug Approval and Market Position - The Palivizumab injection has been approved as a Class 3 chemical drug for the treatment of influenza A or B [1] - In 2023, the total sales of the four main influenza treatment drugs in the domestic market reached 11.405 billion yuan, with Oseltamivir holding the majority market share [1] - Palivizumab is recognized as the first innovative Class 1 anti-influenza drug approved in China, recommended in various influenza treatment guidelines [1] Group 2: Product Line Expansion and Financial Performance - Over the past year, Chengyi Pharmaceutical has launched multiple products in the formulation sector, continuously expanding its product line [2] - The company expects a net profit attributable to shareholders of 107 million to 119 million yuan for the first half of 2025, representing a year-on-year growth of 40% to 55%, primarily driven by the sales growth of joint-related drugs [2] - The company is also advancing its "Two Strong One Big Project" initiative in marine biomedicine, with a large-scale EPA fish oil production project underway, which is expected to become a core revenue driver alongside joint-related drugs [2]