新浪声明：此消息系转载自新浪合作媒体，新浪网登载此文出于传递更多信息之目的，并不意味着赞同 其观点或证实其描述。文章内容仅供参考，不构成投资建议。投资者据此操作，风险自担。 | | | 1月27日上市公司盘后增持情况 | | --- | --- | --- | | 1 | 片仔癢 | 控股股东九龙江集团拟3亿元-5亿元增持公司股份 | | | | 1月27日上市公司盘后拟减持情况 | | 1 | 达意障 | 股东乐丰投资拟减持不超3%股份 | | 2 | 东方雨虹 | 控股股东李卫国拟减持不超3.00%股份 | | 3 | 视觉中国 | 实际控制人廖道训等拟合计减持不超过1.85%公司股份 | | 4 | 恒邦股份 | 股东恒邦集团及其一致行动人拟合计减持不超1%股份 | | 5 | 百达精工 | 股东杭州重湖拟合计减持不超2.00%股份 | | 6 | 傲农生物 | 股东拟合计减持不超1%股份 | | 7 | 复洁科技 | 实际控制人及其一致行动人拟减持不超过1% | | 8 | 索姜股份 | 股东高新投集团拟减持不超3%股份 | | | | 1月27日上市公司盘后增持情况 | | --- | --- | ...

Core Viewpoint - The company has announced the initiation of Phase I clinical trials for its innovative drug PZH2113 capsules, targeting relapsed/refractory non-Hodgkin lymphoma, marking a significant advancement in its oncology portfolio [1][3]. Group 1: Clinical Development - PZH2113 capsules have completed the first subject enrollment in Phase I clinical trials, officially entering the clinical research phase [1]. - The drug is designed for relapsed/refractory non-Hodgkin lymphoma, specifically targeting diffuse large B-cell lymphoma, with a clinical trial approval expected by June 2024 [1][2]. - The Phase I trial consists of an open-label, non-randomized, multi-center design, divided into Part A (dose escalation and expansion) and Part B (cohort expansion) [1]. Group 2: Market Context - The incidence of non-Hodgkin lymphoma in China is on the rise, with over 90% of approximately 100,000 new cases of malignant lymphoma in 2020 being non-Hodgkin lymphoma [2]. - There is a significant unmet clinical need for effective treatments for relapsed/refractory non-Hodgkin lymphoma, as current first-line therapies have a 30%-40% recurrence rate [2]. - The global market for diffuse large B-cell lymphoma is projected to exceed $20 billion by 2030, indicating substantial market potential for new therapies [2]. Group 3: Strategic Implications - The entry of PZH2113 capsules into Phase I clinical trials represents a critical step in the company's strategy to enhance its oncology treatment offerings [3]. - Successful development and approval of PZH2113 could diversify the company's product line and strengthen its competitive position in the oncology market [3].

Group 1 - Zhenray Technology expects a net profit increase of 530%-642% in 2025, driven by growth in satellite communication and special integrated circuit demand [10][11] - Ganfeng Lithium anticipates a net profit of 1.1 billion to 1.65 billion yuan in 2025, marking a turnaround from a loss of 2.074 billion yuan in the previous year [12][13] Group 2 - Yingxin Development plans to acquire 60% of Changxing Semiconductor for 520 million yuan, aiming to enhance its business structure and mitigate operational risks [2] - Xinda Securities will have 2.551 billion shares released for trading on February 2, 2026, which constitutes 78.67% of its total share capital [2] Group 3 - *ST Boda forecasts a net profit of 6 million to 8 million yuan for 2025, but expects a loss of 4.5 million to 6.5 million yuan when excluding non-recurring items [3] - Dongcai Technology's actual controller is under investigation, which may impact the company's operations [4] Group 4 - Aisen Co. plans to invest 2 billion yuan in a semiconductor materials manufacturing base in East China, with production expected to start in 2028 [6] - Beixin Road and Bridge has won a project worth 1.221 billion yuan for road construction, with a duration of 1096 days [7] Group 5 - Pizaihuang has initiated a Phase I clinical trial for its innovative drug PZH2113, targeting non-Hodgkin lymphoma, with no similar drugs approved globally [8][9] - Muxi Co. expects a revenue of 1.6 billion to 1.7 billion yuan in 2025, despite a projected loss of 650 million to 798 million yuan [9] Group 6 - New Guodu anticipates a net profit of 400 million to 500 million yuan in 2025, reflecting a growth of 70.79%-113.49% [12] - Yahua Group expects a net profit of 600 million to 680 million yuan in 2025, an increase of 133.36%-164.47% [12] Group 7 - Hunan Huasheng anticipates a net profit of 2.4 billion to 3 billion yuan in 2025, a significant reduction in losses compared to the previous year [17] - Cloud From Technology expects a loss of 490 million to 590 million yuan in 2025, despite revenue growth [18] Group 8 - Shennan Circuit expects a net profit increase of 68%-78% in 2025, driven by demand in AI computing and storage markets [19] - Chengdu Xiandao forecasts a net profit of 1.04 billion to 1.27 billion yuan in 2025, reflecting a growth of 102.5%-147.29% [21] Group 9 - Guodian Quantum anticipates a net profit of around 5 million yuan in 2025, marking a return to profitability [26] - Xiamen Tungsten expects a net profit of 2.311 billion yuan in 2025, a 35.08% increase year-on-year [27]

Core Insights - The strategic summit held by Pianzaihuang on January 27, 2026, focused on the theme "Confidence and Glory," aiming to discuss market health and value enhancement strategies with core partners [1] - The company has set a vision to become a "first-class domestic pharmaceutical health industry group" and established a strategic framework of "one core, two new, and six drives" for 2026 [1][2] - Pianzaihuang is committed to deepening market expansion and consumer awareness, integrating products into daily health scenarios to drive market growth [2] Group 1 - The summit emphasized the importance of long-term planning and sustainable development in the company's core business [1] - Key strategies discussed include channel governance, terminal expansion, and brand building, with a focus on deepening market penetration and optimizing market order [1][2] - The company aims to enhance its brand influence and competitiveness through a comprehensive value ecosystem covering research, production, sales, and service [2] Group 2 - Pianzaihuang is implementing a "Precision Empowerment Plan" and the "Hundred Cities, Thousand Stores" project to improve terminal service capabilities and market penetration efficiency [2] - The company is aligning its brand development with national strategies and initiatives like the "Belt and Road," promoting integrated brand communication and market expansion [2] - Ongoing investments in research and development are focused on areas such as liver protection, chronic inflammation, skin health, and cancer prevention, enhancing service upgrades and user health [2][3]

一、停复牌 嘉事堂：股东光大实业筹划公司股权转让，股票停牌。 二、回购 片仔癀：控股股东九龙江集团拟3亿元-5亿元增持公司股份。创新药PZH2113胶囊Ⅰ期临床试验完成首 例受试者入组，国内外暂无相同适应症的同靶点药品获批上市。 三、并购重组 泰凌微：拟通过发行股份及支付现金方式收购磐启微100%股权。 四、经营 1、百通能源：拟通过全资子公司图达铝业与安哥拉共和国丹德港发展有限公司签订《投资意向协 议》，拟以自有及自筹资金约4亿美元对外投资，并设立全资公司百通图达（安哥拉）铝业有限公司。 2、普洛药业：与杭州德睿智药科技有限公司签订《战略合作框架协议》，开展CDMO项目的长期合 作。 3、诺德股份：拟对全资子公司青海电子2010年投资建设的二厂1.5万吨生产线设备实施更新改造，项目 总投资估算为人民币1.68亿元；改造完成后，生产范围将从原有设计规格为6-8微米及以上常规锂电铜 箔，拓展至具备4.5微米及以下高端锂电铜箔的量产能力。 五、业绩变动 1、国泰海通：2025年净利润为275.33亿元至280.06亿元，同比增加111%至115%。财富管理、机构与交 易等业务收入同比显著增长。 6、南亚新材：20 ...

Core Viewpoint - The company Pianzaihuang has initiated a Phase I clinical trial for its innovative drug PZH2113, targeting relapsed/refractory B-cell non-Hodgkin lymphoma, specifically diffuse large B-cell lymphoma, marking a significant step in providing new treatment options for patients [1] Group 1: Clinical Trial Details - The Phase I clinical trial is an open-label, multi-center study focusing on the safety, tolerability, pharmacokinetics, and preliminary efficacy of PZH2113 capsules [1] - The first subject has been enrolled in the trial, indicating the official commencement of the clinical study [1] Group 2: Market Context - PZH2113 is positioned as an innovative drug with the potential to offer new treatment alternatives for patients suffering from relapsed/refractory non-Hodgkin lymphoma [1] - As of the announcement date, there are no approved drugs with the same target indication available in the domestic and international markets [1]

北京商报讯（记者 丁宁）1月27日晚间，片仔癀（600436）发布公告称，公司控股股东漳州市九龙江集 团有限公司（以下简称"九龙江集团"）拟以3亿元至5亿元增持公司股份。 公告显示，基于对公司未来持续稳定发展的信心和长期投资价值的认可，九龙江集团计划自2月1日起至 7月31日，以自有及自筹资金，通过上交所交易系统以集中竞价方式增持公司股份，拟增持金额不低于3 亿元（含）且不超过5亿元（含）。九龙江集团为片仔癀的控股股东，持有公司3.08亿股股份，占公司 总股本的 50.97%。 ...

格隆汇1月27日丨片仔癀(600436.SH)公布，基于对公司未来持续稳定发展的信心和长期投资价值的认 可，九龙江集团计划自2026年2月1日起至2026年7月31日（即6个月内），以自有及自筹资金，通过上海 证券交易所交易系统以集中竞价方式增持公司股份，合计拟增持金额不低于人民币30,000万元（含）且 不超过50,000万元（含）。本次增持计划不设定价格区间，将根据公司股票价格波动情况及资本市场整 体趋势，择机逐步实施增持计划。 ...

Core Viewpoint - The company Pianzaihuang (600436.SH) has initiated a Phase I clinical trial for the PZH2113 capsule, targeting relapsed/refractory B-cell non-Hodgkin lymphoma, primarily diffuse large B-cell lymphoma, with the first subject enrolled in the study [1]. Group 1 - The clinical trial is an open-label, multi-center, Phase I study focusing on the safety, tolerability, pharmacokinetic characteristics, and preliminary efficacy of the PZH2113 capsule [1]. - The specific indication for this trial is relapsed/refractory non-Hodgkin lymphoma, with a primary focus on diffuse large B-cell lymphoma [1].

格隆汇1月27日丨片仔癀(600436.SH)公布，基于对公司未来持续稳定发展的信心和长期投资价值的认 可，九龙江集团计划自2026年2月1日起至2026年7月31日（即6个月内），以自有及自筹资金，通过上海 证券交易所交易系统以集中竞价方式增持公司股份，合计拟增持金额不低于人民币30,000万元（含）且 不超过50,000万元（含）。本次增持计划不设定价格区间，将根据公司股票价格波动情况及资本市场整 体趋势，择机逐步实施增持计划。 ...