11月24日，毕得医药盘中上涨2.11%，截至13:08，报74.50元/股，成交2836.38万元，换手率0.90%，总 市值67.71亿元。 截至9月30日，毕得医药股东户数3493.00，较上期减少7.64%；人均流通股12377股，较上期增加 8.27%。2025年1月-9月，毕得医药实现营业收入9.79亿元，同比增长20.67%；归母净利润1.20亿元，同 比增长42.79%。 分红方面，毕得医药A股上市后累计派现2.58亿元。 机构持仓方面，截止2025年9月30日，毕得医药十大流通股东中，中欧医疗健康混合A（003095）位居 第二大流通股东，持股445.32万股，相比上期增加20.07万股。中欧医疗创新股票A（006228）位居第四 大流通股东，持股202.22万股，为新进股东。易方达价值成长混合（110010）位居第六大流通股东，持 股90.00万股，为新进股东。工银医疗保健股票（000831）位居第八大流通股东，持股60.94万股，为新 进股东。交银医药创新股票A（004075）位居第九大流通股东，持股47.51万股，为新进股东。农银医疗 保健股票（000913）、广发鑫享混合A（0021 ...

Core Insights - Bid Pharma's stock increased by 5.01% to 75.90 CNY per share, with a total market capitalization of 6.898 billion CNY as of the report date [1] Company Overview - Shanghai Bid Pharma Technology Co., Ltd. was established on April 27, 2007, and went public on October 11, 2022 [1] - The company focuses on the front end of the new drug research and development industry chain, providing innovative drug molecular building blocks and scientific reagents [1] - Main business revenue composition includes: - 43.26% from molecular building block heterocyclic compounds - 23.32% from molecular building block aromatic compounds - 16.36% from molecular building block aliphatic compounds - 10.57% from catalysts and ligands - 6.49% from life science reagents [1] Fund Holdings - One fund under Bank of China Securities holds a significant position in Bid Pharma, specifically the Bank of China Securities Health Industry Mixed Fund (002938) [2] - In Q3, this fund reduced its holdings by 40,000 shares, maintaining a total of 118,000 shares, which represents 5.7% of the fund's net value [2] - The fund has achieved a year-to-date return of 35.86% and a one-year return of 30.27% [2]

Group 1 - The core viewpoint of the news is that Bid Pharma has seen a stock price increase of 5.01%, reaching 75.90 CNY per share, with a total market capitalization of 6.898 billion CNY [1] - Bid Pharma focuses on the front end of the new drug research and development industry chain, providing innovative drug molecular building blocks and scientific reagents [1] - The main business revenue composition includes: 43.26% from molecular building block heterocyclic compounds, 23.32% from molecular building block aromatic compounds, 16.36% from molecular building block aliphatic compounds, 10.57% from catalysts and ligands, and 6.49% from life science reagents [1] Group 2 - The Guotou Ruijin Healthcare Mixed A Fund holds 53,200 shares of Bid Pharma, accounting for 2.84% of the fund's net value, ranking as the ninth largest holding [2] - The fund has achieved a year-to-date return of 32.49%, ranking 2279 out of 8136 in its category [2] - The fund manager, Liu Zexu, has a tenure of 2 years and 71 days, with the best fund return during this period being 31.19% [3]

Group 1 - Bid Pharma's stock increased by 5.13%, reaching 76.00 CNY per share, with a trading volume of 39.27 million CNY and a turnover rate of 1.22%, resulting in a total market capitalization of 6.91 billion CNY [1] - The company focuses on the front end of the new drug research and development industry chain, providing innovative drug molecular building blocks and scientific reagents [1] - The main revenue composition includes: 43.26% from molecular building block heterocyclic compounds, 23.32% from molecular building block aromatic compounds, 16.36% from molecular building block aliphatic compounds, 10.57% from catalysts and ligands, and 6.49% from life science reagents [1] Group 2 - One fund under GF Fund holds a significant position in Bid Pharma, with 46,900 shares representing 5.88% of the fund's net value, ranking as the fifth-largest holding [2] - The fund, GF Medical Selected Stocks A (017479), has a total scale of 41.62 million CNY and has achieved a year-to-date return of 44.06%, ranking 797 out of 4,216 in its category [2] - The fund has a one-year return of 34.53%, ranking 654 out of 3,937, and a since inception return of 20.19% [2] Group 3 - The fund manager of GF Medical Selected Stocks A is Wang Ruidong, who has been in the position for 5 years and 178 days, managing assets totaling 4.82 billion CNY [3] - During his tenure, the best fund return was 64.11%, while the worst return was -12.21% [3]

Core Viewpoint - Bid Pharma's stock price has shown a significant increase of 50.29% year-to-date, with a current market capitalization of 6.597 billion yuan, indicating strong investor interest and performance in the pharmaceutical sector [1][2]. Financial Performance - For the period from January to September 2025, Bid Pharma achieved a revenue of 979 million yuan, representing a year-on-year growth of 20.67%. The net profit attributable to shareholders was 120 million yuan, reflecting a substantial increase of 42.79% compared to the previous year [2]. - The company has distributed a total of 258 million yuan in dividends since its A-share listing [3]. Stockholder Information - As of September 30, 2025, the number of shareholders for Bid Pharma decreased by 7.64% to 3,493, while the average number of circulating shares per person increased by 8.27% to 12,377 shares [2]. - The top ten circulating shareholders include notable institutional investors, with China Europe Medical Health Mixed A being the second-largest shareholder, increasing its holdings by 20.07% [3]. Market Activity - On November 10, Bid Pharma's stock rose by 2.07%, trading at 72.59 yuan per share with a total transaction volume of 23.1378 million yuan. The stock has experienced a slight decline of 1.71% over the past five trading days but has shown a positive trend over longer periods [1].

Core Viewpoint - Bid Pharma's stock price has experienced fluctuations, with a year-to-date increase of 44.84% but a recent decline of 12.96% over the past five trading days [1] Company Overview - Bid Pharma, established on April 27, 2007, and listed on October 11, 2022, is located in Yangpu District, Shanghai. The company focuses on the front end of the new drug research and development industry chain, providing innovative drug molecular building blocks and scientific reagents [1] - The company's main business revenue composition includes: 43.26% from molecular building block heterocyclic compounds, 23.32% from molecular building block aromatic compounds, 16.36% from molecular building block aliphatic compounds, 10.57% from catalysts and ligands, and 6.49% from life science reagents [1] Financial Performance - For the period from January to September 2025, Bid Pharma achieved operating revenue of 979 million yuan, representing a year-on-year growth of 20.67%. The net profit attributable to the parent company was 120 million yuan, with a year-on-year increase of 42.79% [2] - Since its A-share listing, Bid Pharma has distributed a total of 258 million yuan in dividends [3] Shareholder Structure - As of September 30, 2025, the number of shareholders for Bid Pharma was 3,493, a decrease of 7.64% from the previous period. The average circulating shares per person increased by 8.27% to 12,377 shares [2] - Notable institutional holdings include: - China Europe Medical Health Mixed A (003095) as the second-largest shareholder with 4.4532 million shares, an increase of 200,700 shares from the previous period - China Europe Medical Innovation Stock A (006228) as a new fourth-largest shareholder with 2.0222 million shares - Other new institutional shareholders include E Fund Value Growth Mixed (110010), ICBC Medical Health Stock (000831), and others [3]

Core Viewpoint - Bid Pharma's stock price has experienced fluctuations, with a year-to-date increase of 49.79% but a recent decline of 7.01% over the past five trading days [1] Financial Performance - For the period from January to September 2025, Bid Pharma achieved a revenue of 979 million yuan, representing a year-on-year growth of 20.67% [2] - The net profit attributable to shareholders for the same period was 120 million yuan, showing a year-on-year increase of 42.79% [2] Shareholder Information - As of September 30, 2025, the number of shareholders decreased by 7.64% to 3,493, while the average circulating shares per person increased by 8.27% to 12,377 shares [2] - The company has distributed a total of 258 million yuan in dividends since its A-share listing [3] Institutional Holdings - As of September 30, 2025, notable institutional shareholders include: - China Europe Medical Health Mixed A (003095) as the second-largest shareholder with 4.4532 million shares, an increase of 200,700 shares from the previous period [3] - China Europe Medical Innovation Stock A (006228) as a new fourth-largest shareholder with 2.0222 million shares [3] - Other new institutional shareholders include E Fund Value Growth Mixed (110010), ICBC Medical Health Stock (000831), and others [3] Company Overview - Bid Pharma, established on April 27, 2007, and listed on October 11, 2022, focuses on the front end of the new drug research and development industry chain, providing innovative drug molecular building blocks and scientific reagents [1] - The company's revenue composition includes: - 43.26% from molecular building block heterocyclic compounds - 23.32% from molecular building block aromatic compounds - 16.36% from molecular building block aliphatic compounds - 10.57% from catalysts and ligands - 6.49% from life science reagents [1] Market Position - Bid Pharma is categorized under the pharmaceutical and biological industry, specifically in medical services and medical research outsourcing [1] - The company is associated with several concept sectors, including high dividend yield, financing, and small-cap stocks [1]

Core Insights - The stock of Yaoshi Technology experienced a slight decline of 0.37% on November 3, with a trading volume of 329 million yuan [1] - The company reported a significant increase in operating revenue for the first nine months of 2025, achieving 1.419 billion yuan, a year-on-year growth of 25.81% [2] - However, the net profit attributable to shareholders decreased by 13.96% to 113 million yuan during the same period [2] Financing and Margin Trading - On November 3, Yaoshi Technology had a financing buy-in amount of 45.0375 million yuan, with a net buy of 2.1013 million yuan after repayments [1] - The total margin trading balance reached 740 million yuan, accounting for 7.41% of the circulating market value, indicating a high level of financing activity [1] - The company also had a margin balance of 1.3222 million yuan with a short selling volume of 6,700 shares on the same day [1] Shareholder and Dividend Information - As of September 30, the number of shareholders decreased to 46,500, while the average circulating shares per person increased by 3.03% to 4,363 shares [2] - Since its A-share listing, Yaoshi Technology has distributed a total of 231 million yuan in dividends, with 137 million yuan distributed in the last three years [3] - The top ten circulating shareholders include significant institutional investors, with Hong Kong Central Clearing Limited holding 1.7419 million shares, a decrease of 404,600 shares from the previous period [3]

Core Viewpoint - The company,药石科技, is a leading enterprise in the field of drug molecular building blocks, with a strong focus on research and development, production processes, and a comprehensive product portfolio [1] Group 1: Business Performance - In Q3 2025, the company's revenue reached 1.419 billion yuan, ranking 8th among 29 companies in the industry, with the industry leader,药明康德, generating 32.857 billion yuan [2] - The revenue from drug development and commercialization services was 765 million yuan, accounting for 83.14% of total revenue, while drug research services contributed 154 million yuan, or 16.72% [2] - The net profit for the same period was 113 million yuan, placing the company 9th in the industry, with the top performer,药明康德, achieving a net profit of 12.206 billion yuan [2] Group 2: Financial Ratios - The company's debt-to-asset ratio was 8.28% in Q3 2025, significantly lower than the industry average of 22.79% and down from 41.00% in the previous year [3] - The gross profit margin was 30.95%, which is below the industry average of 37.70% and decreased from 39.72% in the previous year [3] Group 3: Shareholder Information - As of September 30, 2025, the number of A-share shareholders decreased by 2.94% to 46,500, while the average number of circulating A-shares held per shareholder increased by 3.03% to 4,363.47 [5] - The top circulating shareholder, Hong Kong Central Clearing Limited, held 1.7419 million shares, a decrease of 404,600 shares from the previous period [5] Group 4: Management Compensation - The chairman and general manager, 杨民民, received a salary of 1.42 million yuan in 2024, an increase of 560,000 yuan from 860,000 yuan in 2023 [4] Group 5: Business Highlights - The company is experiencing growth in its drug development and commercialization services, with a revenue increase of 23.48% in H1 2025, totaling 920 million yuan [6] - The CDMO business saw a significant revenue increase of 60.92%, reaching 548 million yuan [6] - New orders for CDMO services increased by 19.88%, indicating a robust order backlog and improved client structure [6]

Group 1 - The core point of the article is that Yaoshi Technology (SZ 300725) held its fourth board meeting on October 29, 2025, to review the proposal for revising the internal audit system [1] - For the year 2024, the revenue composition of Yaoshi Technology is entirely from drug molecular block research, accounting for 100.0% [1] - As of the report date, Yaoshi Technology has a market capitalization of 9.8 billion yuan [1] Group 2 - The A-share market has surpassed 4,000 points, marking a significant resurgence after a decade of stagnation, with technology leading the market transformation [1] - This shift indicates the beginning of a "slow bull" market pattern [1]