截至发稿，昆药集团市值为98亿元。 每经头条（nbdtoutiao）——处方药变"瘾品"：国内首次报告普瑞巴林滥用致成瘾病例，网络平台暴 露"无病历可购药"漏洞，列管与否尚需科学考量 （记者 贾运可） 每经AI快讯，昆药集团（SH 600422，收盘价：13.01元）12月9日晚间发布公告称，公司十一届十一次 董事会会议于2025年12月9日以通讯表决方式召开。会议审议了《关于增补公司十一届董事会部分非独 立董事的议案》等文件。 2024年1至12月份，昆药集团的营业收入构成为：口服剂占比43.95%，药品批发与零售占比43.51%，针 剂占比6.42%，其他业务占比5.26%，其他占比0.87%。 ...

Core Viewpoint - Shanghai Kaibao's stock has shown a mixed performance in recent trading sessions, with a year-to-date increase of 7.57% and a recent decline over the past 60 days [1][2] Group 1: Stock Performance - As of November 26, Shanghai Kaibao's stock price increased by 2.03%, reaching 6.54 CNY per share, with a trading volume of 97.67 million CNY and a turnover rate of 1.64% [1] - The stock has experienced a 3.32% increase over the last five trading days and a 6.00% increase over the last 20 days, while it has decreased by 3.82% over the last 60 days [1] - The company has appeared on the "龙虎榜" (a list of stocks with significant trading activity) once this year, with a net buy of 2.04 million CNY on January 6 [1] Group 2: Financial Performance - For the period from January to September 2025, Shanghai Kaibao reported a revenue of 819 million CNY, a year-on-year decrease of 26.95%, and a net profit attributable to shareholders of 187 million CNY, down 13.83% year-on-year [2] - The company has distributed a total of 1.55 billion CNY in dividends since its A-share listing, with 303 million CNY distributed over the past three years [3] Group 3: Shareholder Information - As of September 30, 2025, the number of shareholders for Shanghai Kaibao was 49,300, a decrease of 6.04% from the previous period, with an average of 18,586 shares held per shareholder, an increase of 6.43% [2] - Among the top ten circulating shareholders, Hong Kong Central Clearing Limited holds 6.99 million shares, an increase of 750,100 shares from the previous period [3]

Core Insights - Shanghai Kaibao's stock increased by 1.09% on November 11, with a trading volume of 175 million yuan [1] - The company reported a financing net purchase of 861.97 million yuan on the same day, indicating strong investor interest [1] Financing Summary - On November 11, Shanghai Kaibao had a financing buy amount of 35.90 million yuan, with a financing balance of 361 million yuan, representing 5.30% of its market capitalization [1] - The financing balance is above the 90th percentile of the past year, indicating a high level of leverage [1] Short Selling Summary - On November 11, the company had a short selling repayment of 300 shares and a short selling amount of 1,953 yuan [1] - The short selling balance was 901,000 yuan, which is above the 50th percentile of the past year, indicating a relatively high level of short interest [1] Company Overview - Shanghai Kaibao Pharmaceutical Co., Ltd. was established on April 12, 2000, and listed on January 8, 2010 [1] - The company's main business involves the research, production, and sales of modern traditional Chinese medicine, with revenue composition as follows: injections 92.86%, capsules 5.68%, tablets 1.18%, and others 0.28% [1] Financial Performance - For the period from January to September 2025, Shanghai Kaibao reported revenue of 819 million yuan, a year-on-year decrease of 26.95% [2] - The net profit attributable to shareholders was 187 million yuan, down 13.83% year-on-year [2] Shareholder Information - As of September 30, 2025, the number of shareholders was 49,300, a decrease of 6.04% from the previous period [2] - The average number of circulating shares per person increased by 6.43% to 18,586 shares [2]

Core Viewpoint - Xinhua Pharmaceutical's stock has shown a modest increase in recent trading sessions, with a year-to-date rise of 5.05%, despite a decline over the past 60 days [1][2]. Group 1: Stock Performance - On November 7, Xinhua Pharmaceutical's stock rose by 2.33%, reaching 16.24 CNY per share, with a trading volume of 1.20 billion CNY and a turnover rate of 1.52% [1]. - The stock has experienced a net inflow of 620.05 thousand CNY from major funds, with significant buying activity from large orders [1]. - Year-to-date, the stock has appeared on the "Dragon and Tiger List" once, with a net purchase of 15.67 million CNY on January 6 [1]. Group 2: Financial Performance - For the period from January to September 2025, Xinhua Pharmaceutical reported a revenue of 6.763 billion CNY, reflecting a year-on-year growth of 0.42%, while the net profit attributable to shareholders decreased by 25.53% to 256 million CNY [2]. - Cumulative cash dividends since the A-share listing amount to 1.17 billion CNY, with 495 million CNY distributed over the past three years [3]. Group 3: Shareholder Information - As of September 30, 2025, the number of shareholders decreased by 7.60% to 70,700, with an average of 0 circulating shares per person [2]. - The top ten circulating shareholders include Hong Kong Central Clearing Limited and several ETFs, all of which have seen a reduction in their holdings compared to the previous period [3].

Core Viewpoint - Xinhua Pharmaceutical's stock has experienced a decline, with a current price of 15.75 yuan per share and a market capitalization of 10.864 billion yuan, reflecting a 2.05% drop on October 27 [1] Financial Performance - For the period from January to September 2025, Xinhua Pharmaceutical reported revenue of 6.763 billion yuan, a year-on-year increase of 0.42%, while net profit attributable to shareholders decreased by 25.53% to 256 million yuan [2] - The company has distributed a total of 1.17 billion yuan in dividends since its A-share listing, with 495 million yuan distributed over the past three years [3] Stock Market Activity - The stock has seen a year-to-date increase of 1.88%, but has declined by 2.84% over the last five trading days, 3.61% over the last twenty days, and 7.89% over the last sixty days [1] - As of September 30, 2025, the number of shareholders decreased by 7.60% to 70,700, with an average of 0 circulating shares per shareholder [2] Shareholder Composition - Among the top ten circulating shareholders, Hong Kong Central Clearing Limited holds 3.1337 million shares, a decrease of 275,600 shares from the previous period [3] - Other notable shareholders include Southern CSI 1000 ETF and Huaxia CSI 1000 ETF, both of which have also seen reductions in their holdings [3]

Core Viewpoint - Xinhua Pharmaceutical's stock has experienced fluctuations, with a recent decline of 2.01% and a total market capitalization of 11.099 billion yuan, indicating a mixed performance in the market [1] Company Overview - Xinhua Pharmaceutical, established on November 20, 1998, and listed on August 6, 1997, is located in Zibo, Shandong Province. The company specializes in the development, manufacturing, and sales of chemical raw materials, pharmaceutical preparations, and other products [1] - The main business revenue composition includes 44.36% from tablets, injections, and capsules, 32.11% from raw materials for antipyretic and analgesic drugs, and 23.53% from pharmaceutical intermediates and others [1] Financial Performance - For the first half of 2025, Xinhua Pharmaceutical reported operating revenue of 4.639 billion yuan, a year-on-year decrease of 1.98%, and a net profit attributable to shareholders of 224 million yuan, down 15.69% year-on-year [2] - The company has cumulatively distributed 1.17 billion yuan in dividends since its A-share listing, with 495 million yuan distributed over the past three years [3] Shareholder Information - As of June 30, 2025, the number of shareholders for Xinhua Pharmaceutical was 76,500, a decrease of 1.77% from the previous period. The average number of circulating shares per shareholder remained unchanged at 6,442 shares [2] - Among the top ten circulating shareholders, Hong Kong Central Clearing Limited holds 3.4094 million shares, an increase of 1.066 million shares from the previous period [3]

Core Viewpoint - Xinhua Pharmaceutical's stock has shown fluctuations with a recent increase of 2.02%, reflecting a total market capitalization of 11.52 billion yuan and a year-to-date price increase of 8.02% [1] Company Overview - Xinhua Pharmaceutical, established on November 20, 1998, and listed on August 6, 1997, is located in Zibo, Shandong Province. The company specializes in the development, manufacturing, and sales of chemical raw materials, pharmaceutical preparations, and other products [1] - The main business revenue composition includes 44.36% from tablets, injections, and capsules; 32.11% from raw materials for antipyretic and analgesic drugs; and 23.53% from pharmaceutical intermediates and others [1] Financial Performance - For the first half of 2025, Xinhua Pharmaceutical reported operating revenue of 4.639 billion yuan, a year-on-year decrease of 1.98%, and a net profit attributable to shareholders of 224 million yuan, down 15.69% year-on-year [2] - Cumulatively, the company has distributed 1.17 billion yuan in dividends since its A-share listing, with 495 million yuan distributed over the past three years [3] Shareholder Information - As of June 30, 2025, the number of shareholders for Xinhua Pharmaceutical was 76,500, a decrease of 1.77% from the previous period. The average circulating shares per person remained unchanged at 6,442 shares [2] - The top ten circulating shareholders include Hong Kong Central Clearing Limited, which increased its holdings by 1.066 million shares to 3.4094 million shares, and several ETFs that also increased their holdings [3]

Core Viewpoint - Xinhua Pharmaceutical's stock has shown fluctuations with a recent increase of 2.07%, reflecting a total market capitalization of 11.21 billion yuan, while facing net outflows of major funds [1][2]. Group 1: Stock Performance - As of October 20, Xinhua Pharmaceutical's stock price reached 16.25 yuan per share, with a trading volume of 1.30 billion yuan and a turnover rate of 1.65% [1]. - Year-to-date, the stock has increased by 5.11%, with a 3.90% rise over the last five trading days, but a decline of 5.63% over the past 60 days [1]. - The company has appeared on the "Dragon and Tiger List" once this year, with a net purchase of 15.67 million yuan on January 6 [1]. Group 2: Financial Performance - For the first half of 2025, Xinhua Pharmaceutical reported a revenue of 4.639 billion yuan, a year-on-year decrease of 1.98%, and a net profit attributable to shareholders of 224 million yuan, down 15.69% year-on-year [2]. - Cumulative cash dividends since the A-share listing amount to 1.17 billion yuan, with 495 million yuan distributed over the last three years [3]. Group 3: Shareholder Information - As of June 30, 2025, the number of shareholders decreased to 76,500, with an average of 6,442 circulating shares per person [2]. - Major shareholders include Hong Kong Central Clearing Limited, which increased its holdings by 1.066 million shares, and several ETFs that also increased their positions [3].

Core Insights - Shanghai Kaibao's stock price increased by 0.16% on September 17, with a trading volume of 249 million yuan [1] - The company reported a financing net purchase of 10.52 million yuan on the same day, with a total financing and securities balance of 372 million yuan [1] - As of June 30, 2025, Shanghai Kaibao's revenue decreased by 27.08% year-on-year, while net profit fell by 14.20% [2] Financing and Securities - On September 17, Shanghai Kaibao had a financing buy amount of 34.43 million yuan, with a current financing balance of 371 million yuan, representing 5.62% of its market capitalization [1] - The financing balance is above the 90th percentile of the past year, indicating a high level of financing activity [1] - The company had a securities lending balance of 1.0181 million yuan, with a lending volume of 16,160 shares, also above the 80th percentile of the past year [1] Shareholder and Dividend Information - As of June 30, 2025, the number of shareholders decreased by 3.91% to 52,500, while the average circulating shares per person increased by 4.06% to 17,463 shares [2] - Since its A-share listing, Shanghai Kaibao has distributed a total of 1.521 billion yuan in dividends, with 272 million yuan distributed over the last three years [2] - The top ten circulating shareholders include significant institutional investors, with changes in holdings noted for several ETFs [2]

Group 1 - The company announced on September 17 that it will utilize idle self-owned funds for investment in low to medium-risk financial products, with a maximum investment amount of RMB 2.5 billion, allowing for fund recycling within this limit [1][1][1] - The revenue composition for the company in 2024 is as follows: oral preparations account for 43.95%, pharmaceutical wholesale and retail account for 43.51%, injections account for 6.42%, other businesses account for 5.26%, and other categories account for 0.87% [1][1][1] - The current market capitalization of the company is RMB 10.7 billion [1][1][1]