晨会纪要（R3） 晨会纪要 2026 年 03 月 06 日 | 市场数据 | | | | --- | --- | --- | | 指数名称 | 收盘 | 涨跌% | | 上证指数 | 4108.57 | 0.64 | | 深证成指 | 14088.84 | 1.23 | | 创业板指 | 3216.94 | 1.66 | | 科创 50 | 1405.35 | 1.72 | | 北证 50 | 1427.22 | 1.12 | | 沪深 300 | 4647.69 | 0.98 | 上证指数-沪深 300 走势图 -9% 1% 11% 21% 31% 2025-03 2025-06 2025-09 2025-12 上证指数 沪深300 | 袁闯 | 分析师 | | --- | --- | | 执业证书编号:S0530520010002 | | | yuanchuang@hnchasing.com | | | 管诗睿 | 研究助理 | | guanshirui@hnchasing.com | | | 晨会聚焦 | | --- | | 一、财信研究观点 | | 【市场策略】大盘迎来修复，MicroLED 概念领 ...

（文章来源：证券日报） 证券日报网讯 2月25日，金城医药发布公告称，公司全资子公司北京金城泰尔制药有限公司及上海金城 素智药业有限公司分别收到国家药品监督管理局下发的比索洛尔氨氯地平片、头孢地尼干混悬剂《药品 注册证书》。 ...

Group 1: Financial Performance Highlights - Lante Optics achieved a revenue of 1.536 billion yuan in 2025, a year-on-year increase of 48.52%, with a net profit of 388 million yuan, up 76.09% [1] - United Imaging reported a revenue of 13.82 billion yuan for 2025, reflecting a 34.18% year-on-year growth, and a net profit of 1.888 billion yuan, up 49.60% [2] - Hengxuan Technology's revenue reached 3.525 billion yuan, an 8.02% increase, with a net profit of 588 million yuan, up 27.75% [3] - Nanya New Materials reported a significant net profit increase of 378.65%, reaching 241 million yuan, with revenue of 5.228 billion yuan, up 55.52% [4] - Yancoal Australia, a subsidiary of Yancoal Energy, reported a revenue of 5.949 billion AUD and a net profit of 4.4 billion AUD for 2025 [5] - Hanlan Co. reported a revenue of 10.467 billion yuan, a 13.04% increase, but a net profit decline of 9.59% to 592 million yuan [10][11] - Transsion Holdings experienced a revenue decline of 4.50% to 65.623 billion yuan, with a net profit drop of 53.43% to 2.584 billion yuan [14] - Huachuang Technology achieved a revenue of 628 million yuan, a 2.78% increase, with a net profit of 42.678 million yuan, up 89.45% [21] - Aiko Optoelectronics reported a revenue of 440.311 million yuan, a 77.36% increase, with a net profit of 64.0919 million yuan, up 307.63% [34] - Chip Microelectronics achieved a revenue of 1.408 billion yuan, a 47.61% increase, with a net profit of 290 million yuan, up 80.42% [35] - Shenkong Co. reported a revenue of 443 million yuan, a 46.26% increase, with a net profit of 101 million yuan, up 146.54% [36] - Qinda Environmental reported a revenue of 2.042 billion yuan, a 55.42% increase, with a net profit of 181 million yuan, up 94.62% [39] Group 2: Corporate Developments - Huilong New Materials announced that its actual controller is planning a significant matter that may lead to a change in company control, resulting in a stock suspension [6] - Fangzheng Securities disclosed that its shareholder China Cinda did not reduce its shareholding as planned during the designated period [7] - Lingyi Technology plans to invest 20 million yuan in a partnership with several investment firms [8] - Longbai Group's subsidiary has partially resumed production after a safety incident [9] - Fuda Co. plans to reduce its repurchased shares by up to 1% through centralized bidding [13] - Fuxing Pharmaceutical's subsidiary received approval for clinical trials of a new drug for lung cancer [15] - Beixin Road and Bridge won a bid for a highway reconstruction project worth 751 million yuan [16] - Songsheng Co. established a joint venture with a registered capital of 30 million yuan, focusing on digital energy products [17] - Moxinlin reported a revenue of 577 million yuan, a 20.98% increase, with a net profit of 55.8745 million yuan, up 22.69% [18] - Zhuhai Beer reported a revenue of 5.878 billion yuan, a 2.56% increase, with a net profit of 903 million yuan, up 11.42% [24] - Honghua Digital reported a revenue of 2.308 billion yuan, a 28.90% increase, with a net profit of 529 million yuan, up 27.63% [25] - Xinfeng Pharmaceutical received FDA approval for two injectable drugs [26] - Jiazhe New Energy's project for green hydrogen production received regulatory approval [27] - Chip Microelectronics reported a revenue of 5.24 billion yuan, a 29.48% increase, with a net profit of 302 million yuan, up 36.1% [28] - Debang Co. completed the cash settlement process for its delisting [29] - Xingfu Electronics reported a revenue of 1.475 billion yuan, a 29.72% increase, with a net profit of 208 million yuan, up 30.37% [30] - Longda Food announced the resignation of its general manager due to work adjustments [31] - Bohai Chemical reported that some fundraising projects have commenced production [32] - Shengke Communication reported a net loss of 150 million yuan for 2025 [33] - Jin Cheng Pharmaceutical's subsidiaries received drug registration certificates for two products [37] - Jinpu Titanium Industry announced the resumption of production at its subsidiary [38] - Zhigao Electric's subsidiary won a bid for a project worth 182 million yuan [40]

每经AI快讯，金城医药2月25日晚间发布公告称，山东金城医药集团股份有限公司之全资子公司北京金 城泰尔制药有限公司及上海金城素智药业有限公司分别收到国家药品监督管理局下发的比索洛尔氨氯地 平片、头孢地尼干混悬剂《药品注册证书》。包括"比索洛尔氨氯地平片"等产品。 （记者 曾健辉） 每经头条（nbdtoutiao）——伤亡180万人！俄乌冲突四周年，陷入谈判死局、战场僵局、经济困局！谁 为战争买单 ...

格隆汇2月25日丨金城医药(300233.SZ)公布，公司之全资子公司北京金城泰尔制药有限公司（简称"金 城泰尔"）及上海金城素智药业有限公司（简称"金城素智"）分别收到国家药品监督管理局下发的比索 洛尔氨氯地平片、头孢地尼干混悬剂《药品注册证书》。比索洛尔氨氯地平片为比索洛尔和氨氯地平组 成的复方制剂，作为高血压治疗的替代疗法，用于同时服用与复方制剂剂量相同的单药且血压控制良好 的患者。头孢地尼干混悬剂为口服抗感染药物，用于治疗由指定微生物的敏感菌株引起的轻度至中度感 染的儿童患者。 ...

【金城医药（维权）：子公司两款产品收到药品注册证书】智通财经2月25日电，金城医药(300233.SZ) 公告称，公司全资子公司金城泰尔和金城素智分别收到国家药品监督管理局下发的比索洛尔氨氯地平片 和头孢地尼干混悬剂的《药品注册证书》。比索洛尔氨氯地平片为高血压治疗的替代疗法，头孢地尼干 混悬剂为口服抗感染药物。这两个产品的获批将进一步丰富公司产品线，并为后续其他产品研发积累经 验。然而，药品销售受市场环境等不确定因素影响，投资者需注意风险。 转自：智通财经 ...

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、准确性和完整性承担法律责任。 近日，华润双鹤药业股份有限公司(以下简称"公司")全资子公司华润赛科药业有限责任公司(以下简 称"华润赛科")收到了国家药品监督管理局(以下简称"国家药监局")颁发的比索洛尔氨氯地平片(以下简 称"该药品")《药品注册证书》。现将相关情况公告如下： 一、药品注册证书主要内容 ■ 三、同类药品的市场状况 比索洛尔氨氯地平片由默克(Merck Kft)公司研制开发，于2017年11月在欧盟获批上市，商品名 为"Concor AMLO?"，于2021年5月在中国获批上市。根据全球71国家药品销售数据库显示，2024年比索 洛尔氨氯地平片全球销售额为7,404.93万美元，其中"Concor AMLO?"的销售额为4,429.46万美元。 国内市场，根据国家药监局网站信息显示，中国大陆境内已批准上市的比索洛尔氨氯地平片生产企业有 14家(含华润赛科)，其中视同通过一致性评价的生产企业13家(含华润赛科)。根据米内网数据显示， 2024年国内医疗市场和零售市场比索洛尔氨氯地平片销售总额(终 ...

Core Viewpoint - The announcement highlights that China Resources Double Crane Pharmaceutical Co., Ltd.'s wholly-owned subsidiary, China Resources Saike Pharmaceutical Co., Ltd., has received a drug registration certificate for Bisoprolol Amlodipine Tablets, which is a significant development for the company's product line and market competitiveness [1][4]. Group 1: Drug Registration and Development - The drug registration certificate for Bisoprolol Amlodipine Tablets was issued by the National Medical Products Administration (NMPA) [1]. - The research and development of this drug began in November 2022, with the application for market approval submitted in June 2024 and the approval granted in November 2025 [1][2]. Group 2: Market Situation - Bisoprolol Amlodipine Tablets, developed by Merck Kft, were approved for sale in the EU in November 2017 and in China in May 2021 [3]. - The global sales of Bisoprolol Amlodipine Tablets are projected to reach approximately $74.05 million in 2024, with Merck's product "Concor AMLO?" accounting for about $44.29 million of that total [3]. - In the Chinese market, the total sales of Bisoprolol Amlodipine Tablets are estimated to be around 4.29 million RMB in 2024, with Merck holding a dominant market share of 99.90% [3]. Group 3: Impact on the Company - The approval of the drug registration certificate is expected to enhance the company's product line and market competitiveness, while also providing valuable experience for future product development [4].

证券日报网讯 11月25日晚间，华润双鹤发布公告称，近日，公司全资子公司华润赛科药业有限责任公 司收到了国家药品监督管理局颁发的比索洛尔氨氯地平片《药品注册证书》。 （文章来源：证券日报） ...

分组1 - Weili Medical plans to distribute a cash dividend of 2 yuan per 10 shares to all shareholders, based on an undistributed profit of 704 million yuan as of September 30, 2025 [1] - Tongding Interconnect's shareholder plans to reduce their stake by up to 0.49%, equating to a maximum of 605,800 shares [1] - Caitong Securities has received approval from the China Securities Regulatory Commission to issue short-term corporate bonds with a total face value of up to 5 billion yuan [1] 分组2 - Youfu Food intends to use 70 million yuan of its own funds to invest in wealth management products with expected annual returns of up to 4.2% [3] - Keres received an administrative regulatory decision from the Guangdong Securities Regulatory Bureau for violations related to accounts receivable aging calculations and related party transactions [5] - Ouma Software's controlling shareholder has completed the transfer of state-owned equity, changing the controlling shareholder to Shandong Guotou [7] 分组3 - ST Huapeng's wholly-owned subsidiary has completed a major overhaul project and is now in production [8] - Beiqi Blue Valley has received approval from the China Securities Regulatory Commission for a stock issuance to specific investors [8] - Weijie Chuangxin received a government subsidy of 5 million yuan, accounting for 21.07% of its projected net profit for 2024 [9] 分组4 - China Resources Double Crane's subsidiary has received a drug registration certificate for a hypertension treatment drug [11] - Huafeng shares are continuing to suspend trading due to a planned change in control [13] - Kaifa Electric's shareholder plans to transfer 36.6869 million shares, representing 11.63% of the total share capital [14] 分组5 - Heng Rui Medicine has received approval for two clinical trials for innovative anti-tumor drugs [15] - Kosen Technology plans to invest 30 million USD to establish a new production base in Malaysia [17] - Sanxing Medical's subsidiary is expected to win a procurement project from the State Grid worth approximately 107 million yuan [18] 分组6 - Sitai Li's subsidiary has received a drug registration certificate for a contrast agent used in MRI [21] - Daren Tang's subsidiary has received a drug registration certificate for a pain relief gel [22] - Saike Xide has received approval for three medical device products, expanding its product range in the in vitro diagnostic field [23] 分组7 - Hasa Lian has elected a new chairman and vice chairman for its board of directors [24] - Two-sided Needle's subsidiary plans to invest 68.8522 million yuan in a production base expansion project [25] - Sunshine Nuohe plans to transfer 70% of its controlling subsidiary's equity for 2 million yuan [26] 分组8 - Hengbang shares received an administrative regulatory decision from the Shandong Securities Regulatory Bureau for failing to complete the election of independent directors [27] - Huali shares plan to sign a related transaction contract worth approximately 59.2847 million yuan [28] - Shangwei shares plan to invest 520.4 million yuan to gain a controlling stake in Sichuan Zhongfu Taihua [30] 分组9 - Zejing Pharmaceutical's ZG006 has been included in the list of breakthrough therapeutic varieties for treating advanced neuroendocrine cancer [32] - Yaopi Glass's shareholder plans to reduce their stake by up to 2.26%, equating to a maximum of 21.1469 million shares [34] - Huate Gas has initiated a major lawsuit involving a claim of 180 million yuan [36] 分组10 - Zhongchumei's controlling shareholder plans to increase their stake by between 42 million and 80 million yuan [37] - Huitong shares' shareholder plans to reduce their stake by up to 1% [38] - Miaowei Exhibition plans to apply for an initial public offering of H shares on the Hong Kong Stock Exchange [40] 分组11 - Tianqi Lithium's subsidiary has appealed to the Chilean Supreme Court regarding a partnership agreement with SQM and Codelco [42] - Naxin Micro plans to repurchase shares worth between 200 million and 400 million yuan [44] - Pingao shares have reported significant uncertainty regarding future business development and profitability [46] 分组12 - Shunyu shares have been pre-selected for a project worth 1.023 billion yuan [48] - Zhongyuan Neipei plans to acquire a 2.5% share in an aerospace industry fund for 50 million yuan [50] - Huifa Food's shareholder plans to reduce their stake by up to 3%, equating to a maximum of 727.14 million shares [53] 分组13 - Junshi Biosciences' subcutaneous PD-1 new formulation has reached its primary endpoint in a Phase III clinical trial [54] - Industrial Fulian clarified that it has not lowered its fourth-quarter profit target amid market rumors [55] - Longpan Technology's subsidiary has signed a major supply agreement for lithium iron phosphate materials, significantly increasing the supply volume [56]