Group 1: National Drug Procurement - The 11th batch of national drug centralized procurement includes 55 drugs, covering common medications in areas such as anti-infection, anti-allergy, anti-tumor, blood sugar, blood pressure, and blood lipid reduction [1] - The average price difference of selected products has significantly narrowed compared to previous batches, indicating a more competitive environment [1] - Measures such as excluding products with a scale below 100 million yuan from procurement and setting "anchor prices" have been implemented to maintain a reasonable selection rate and promote rational competition among companies [1] Group 2: Xingqi Eye Pharmaceutical - Xingqi Eye Pharmaceutical reported a revenue of approximately 1.904 billion yuan for the first three quarters, a year-on-year increase of 32.27% [2] - The net profit attributable to shareholders reached approximately 599 million yuan, reflecting a substantial year-on-year growth of 105.98% [2] - The increase in revenue is primarily driven by the sales growth of eye drop products, showcasing the company's strong market competitiveness in a challenging environment [2] Group 3: Novartis - Novartis reported a total revenue of 41.196 billion USD for the first three quarters, representing an 11% year-on-year growth [3] - Revenue from the Chinese market for the same period reached 3.2 billion USD, with a year-on-year growth of 5% [3] - The company has ten blockbuster products with cumulative sales exceeding 1 billion USD, indicating solid market competitiveness despite a slowdown in growth in China [3] Group 4: Qianxin Biotech and Roche - Qianxin Biotech announced a global exclusive licensing agreement with Roche for its self-developed long-acting dual antibody QX031N, receiving an upfront payment of 75 million USD [4] - The agreement includes potential milestone payments of up to 995 million USD and tiered royalties on future product sales [4] - This collaboration highlights Qianxin Biotech's R&D competitiveness and the recognition of Chinese innovative pharmaceutical companies by multinational firms, potentially attracting more capital to the Chinese innovation drug sector [4] Group 5: Haili Biotech - Haili Biotech responded to a regulatory inquiry regarding its semi-annual report, explaining the high accounts receivable due to industry pressures and efforts to maintain core customer relationships [5] - The company indicated that the increase in accounts receivable is a strategic move, but it may pose long-term risks if collections are ineffective [5] - Investors are advised to closely monitor the company's accounts receivable management and industry conditions to assess its long-term investment value [5]

Group 1: National Drug Procurement - The 11th batch of national drug centralized procurement includes 55 drugs, covering common medications in areas such as anti-infection, anti-allergy, anti-tumor, blood sugar reduction, blood pressure reduction, and blood lipid reduction [1] - The average price difference of selected products has significantly narrowed compared to previous batches, indicating a more competitive environment [1] - Measures such as excluding products with a scale below 100 million yuan, setting "anchor prices" to prevent extreme low-price impacts, and introducing a revival mechanism have maintained a relatively high selection rate, promoting rational competition and industry innovation [1] Group 2: Xingqi Eye Pharmaceutical - Xingqi Eye Pharmaceutical reported a net profit increase of 105.98% in the first three quarters, with revenue of approximately 1.904 billion yuan, a year-on-year increase of 32.27% [2] - The increase in revenue is primarily attributed to the sales growth of eye drop products, demonstrating strong market competitiveness [2] - This performance is expected to enhance investor confidence and attract more capital into the company [2] Group 3: Novartis - Novartis reported a 5% revenue growth in the Chinese market for the first three quarters, with total revenue of 4.1196 billion USD, a year-on-year increase of 11% [3] - The company has ten blockbuster products with cumulative sales exceeding 1 billion USD each, indicating solid market competitiveness [3] - However, the slowdown in revenue growth in the Chinese market is noteworthy amidst a complex global economic environment [3] Group 4: Qianxin Biotech and Roche - Qianxin Biotech has entered into a global exclusive licensing agreement with Roche for its self-developed long-acting dual antibody QX031N, receiving an upfront payment of 75 million USD and potential milestone payments up to 995 million USD [4] - QX031N targets TSLP and IL-33, showcasing the company's R&D competitiveness and recognition from multinational pharmaceutical companies [4] - This collaboration is expected to attract more capital attention to China's innovative drug sector and promote overall industry development [4] Group 5: Haili Biotech - Haili Biotech responded to regulatory inquiries regarding its semi-annual report, explaining the high accounts receivable due to industry downturn pressures and efforts to maintain core customer relationships by extending payment terms [5] - While this strategy aims to stabilize customer relations, it may increase bad debt risks if accounts receivable are not effectively collected, potentially eroding profits [5] - Investors are advised to closely monitor the company's accounts receivable management measures and changes in the industry environment to assess its long-term investment value [5]

Core Viewpoint - Xingqi Eye Pharmaceutical (300573) reported strong financial performance for Q3 2025, with significant growth in both revenue and net profit driven by increased sales of eye drop products [1] Financial Performance - Q3 2025 revenue reached 741 million yuan, representing a year-on-year increase of 35.34% [1] - Q3 2025 net profit was 264 million yuan, showing a year-on-year growth of 117.45% [1] - For the first three quarters of 2025, total revenue was 1.904 billion yuan, up 32.27% compared to the same period last year [1] - Net profit for the first three quarters of 2025 amounted to 599 million yuan, reflecting a year-on-year increase of 105.98% [1] - Basic earnings per share for the first three quarters were 2.44 yuan [1] Product Performance - The growth in revenue for the first three quarters was primarily attributed to the increase in sales revenue from eye drop products [1]

10月27日，兴齐眼药涨5.01%，截至发稿，报78.00元/股，成交12.49亿元，换手率8.64%，总市值191.37 亿元。 诺德品质消费（011078）基金经理为谢屹。 截至发稿，谢屹累计任职时间10年114天，现任基金资产总规模2.72亿元，任职期间最佳基金回报 125.72%， 任职期间最差基金回报-24.32%。 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。 责任编辑：小浪快报 从基金十大重仓股角度 数据显示，诺德基金旗下1只基金重仓兴齐眼药。诺德品质消费（011078）二季度增持3.14万股，持有 股数13.36万股，占基金净值比例为2.75%，位居第七大重仓股。根据测算，今日浮盈赚取约49.71万 元。 诺德品质消费（011078）成立日期2021年2月10日，最新规模2.51亿。今年以来收益19.76%，同类排名 4494/8226；近一年收益17.79%，同类排名4502/8099；成立以来亏损25.46%。 资料显示，沈阳兴齐眼药股份有限公司位于 ...

10月27日，兴齐眼药涨5.01%，截至发稿，报78.00元/股，成交12.49亿元，换手率8.64%，总市值191.37 亿元。 资料显示，沈阳兴齐眼药股份有限公司位于辽宁省沈阳市沈河区青年大街125号企业广场B座30层，成 立日期1977年3月24日，上市日期2016年12月8日，公司主营业务涉及眼科药物研发、生产、销售。主营 业务收入构成为：滴眼剂82.15%，凝胶剂/眼膏剂16.70%，其他(补充)1.15%。 从基金十大重仓股角度 数据显示，浙商证券资管旗下1只基金重仓兴齐眼药。浙商汇金转型驱动（001540）二季度持有股数 3.33万股，占基金净值比例为3.18%，位居第九大重仓股。根据测算，今日浮盈赚取约12.39万元。 浙商汇金转型驱动（001540）成立日期2015年7月27日，最新规模5431.28万。今年以来收益9.92%，同 类排名5894/8226；近一年收益7.91%，同类排名6211/8099；成立以来收益6.4%。 浙商汇金转型驱动（001540）基金经理为陈顾君。 截至发稿，陈顾君累计任职时间5年282天，现任基金资产总规模2.04亿元，任职期间最佳基金回报 38.13%， ...

10月20日，兴齐眼药涨5.05%，截至发稿，报74.95元/股，成交9.83亿元，换手率7.23%，总市值183.89 亿元。 资料显示，沈阳兴齐眼药股份有限公司位于辽宁省沈阳市沈河区青年大街125号企业广场B座30层，成 立日期1977年3月24日，上市日期2016年12月8日，公司主营业务涉及眼科药物研发、生产、销售。主营 业务收入构成为：滴眼剂82.15%，凝胶剂/眼膏剂16.70%，其他(补充)1.15%。 从兴齐眼药十大流通股东角度 数据显示，南方基金旗下1只基金位居兴齐眼药十大流通股东。南方中证500ETF（510500）二季度增持 76.41万股，持有股数251.63万股，占流通股的比例为1.34%。根据测算，今日浮盈赚取约905.88万元。 南方中证500ETF（510500）成立日期2013年2月6日，最新规模1134.38亿。今年以来收益24.28%，同类 排名1813/4219；近一年收益31.22%，同类排名1616/3866；成立以来收益135.8%。 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 ...

国联安新精选混合A（000417）成立日期2014年3月4日，最新规模3371.21万。今年以来收益8.1%，同 类排名5920/8234；近一年收益9.58%，同类排名5947/8095；成立以来收益100.37%。 从基金十大重仓股角度 数据显示，国联安基金旗下1只基金重仓兴齐眼药。国联安新精选混合A（000417）二季度增持1800 股，持有股数1.68万股，占基金净值比例为2.58%，位居第六大重仓股。根据测算，今日浮盈赚取约 6.05万元。 10月20日，兴齐眼药涨5.05%，截至发稿，报74.95元/股，成交9.83亿元，换手率7.24%，总市值183.89 亿元。 国联安新精选混合A（000417）基金经理为章椹元。 资料显示，沈阳兴齐眼药股份有限公司位于辽宁省沈阳市沈河区青年大街125号企业广场B座30层，成 立日期1977年3月24日，上市日期2016年12月8日，公司主营业务涉及眼科药物研发、生产、销售。主营 业务收入构成为：滴眼剂82.15%，凝胶剂/眼膏剂16.70%，其他(补充)1.15%。 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 ...

10月15日，兴齐眼药涨5.1%，截至发稿，报69.02元/股，成交3.90亿元，换手率3.08%，总市值169.34亿 元。 资料显示，沈阳兴齐眼药股份有限公司位于辽宁省沈阳市沈河区青年大街125号企业广场B座30层，成 立日期1977年3月24日，上市日期2016年12月8日，公司主营业务涉及眼科药物研发、生产、销售。主营 业务收入构成为：滴眼剂82.15%，凝胶剂/眼膏剂16.70%，其他(补充)1.15%。 从基金十大重仓股角度 数据显示，南方基金旗下1只基金重仓兴齐眼药。南方大数据300指数A（001420）二季度持有股数4.78 万股，占基金净值比例为0.93%，位居第七大重仓股。根据测算，今日浮盈赚取约16万元。 南方大数据300指数A（001420）成立日期2015年6月24日，最新规模2.17亿。今年以来收益37.99%，同 类排名973/4220；近一年收益51.94%，同类排名473/3857；成立以来收益83.07%。 南方大数据300指数A（001420）基金经理为解锐。 截至发稿，解锐累计任职时间3年241天，现任基金资产总规模20.12亿元，任职期间最佳基金回报 24.17%， ...

10月15日，兴齐眼药涨5.1%，截至发稿，报69.02元/股，成交3.99亿元，换手率3.15%，总市值169.34亿 元。 资料显示，沈阳兴齐眼药股份有限公司位于辽宁省沈阳市沈河区青年大街125号企业广场B座30层，成 立日期1977年3月24日，上市日期2016年12月8日，公司主营业务涉及眼科药物研发、生产、销售。主营 业务收入构成为：滴眼剂82.15%，凝胶剂/眼膏剂16.70%，其他(补充)1.15%。 浙商汇金转型驱动（001540）成立日期2015年7月27日，最新规模5431.28万。今年以来收益11.05%，同 类排名5540/8161；近一年收益10.37%，同类排名5391/8015；成立以来收益7.5%。 浙商汇金转型驱动（001540）基金经理为陈顾君。 截至发稿，陈顾君累计任职时间5年270天，现任基金资产总规模2.04亿元，任职期间最佳基金回报 39.87%， 任职期间最差基金回报-7.57%。 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 ...

10月15日，兴齐眼药盘中上涨2.03%，截至10:18，报67.00元/股，成交1.85亿元，换手率1.48%，总市值 164.38亿元。 资金流向方面，主力资金净流入932.08万元，特大单买入758.51万元，占比4.11%，卖出698.28万元，占 比3.78%；大单买入4242.49万元，占比22.98%，卖出3370.64万元，占比18.25%。 兴齐眼药今年以来股价涨38.35%，近5个交易日涨1.93%，近20日跌5.71%，近60日涨25.61%。 截至6月30日，兴齐眼药股东户数4.63万，较上期增加8.71%；人均流通股4066股，较上期增加28.79%。 2025年1月-6月，兴齐眼药实现营业收入11.63亿元，同比增长30.38%；归母净利润3.35亿元，同比增长 97.75%。 分红方面，兴齐眼药A股上市后累计派现11.66亿元。近三年，累计派现9.85亿元。 机构持仓方面，截止2025年6月30日，兴齐眼药十大流通股东中，香港中央结算有限公司位居第三大流 通股东，持股349.80万股，相比上期增加96.80万股。南方中证500ETF（510500）位居第四大流通股 东，持股251 ...