Market Overview - A-shares showed resilience against external market pressures, with major indices recovering after a low opening, resulting in the Shanghai Composite Index rising by 4.40 points (0.11%) to 4080.31 points, the Shenzhen Component Index increasing by 90.46 points (0.65%) to 14043.17 points, and the ChiNext Index up by 21.17 points (0.65%) to 3281.45 points [1] Sector Performance - The chemical sector saw strong performance, with stocks like Cangzhou Dahua, Jinniu Chemical, Baichuan Co., and Baihehua hitting the daily limit [1] - The humanoid robot concept stocks were active, with companies such as Wuzhou Xinchun, Liancheng Precision, and Tianqi Co. also reaching the daily limit [1] - The non-ferrous metals sector showed signs of recovery, with Hunan Gold and Xianglu Tungsten hitting the daily limit [1] - The traditional Chinese medicine sector opened strong, with stocks like Te Yi Pharmaceutical reaching the daily limit [1] Policy Support - The Chinese government, through the Ministry of Industry and Information Technology and other departments, issued a development plan for the traditional Chinese medicine industry, aiming for a collaborative development system by 2030, which is expected to boost the sector's growth [2] Price Dynamics - The price of disperse dyes surged due to a significant increase in the cost of upstream key intermediates, rising from 25,000 yuan/ton to 38,000 yuan/ton, a more than 50% increase, which is expected to drive up prices in the textile dyeing industry as demand increases post-Spring Festival [3] Market Challenges - The liquor sector faced downward pressure, with stocks like Huangtai Liquor hitting the daily limit down, attributed to a decline in demand following the consumption peak around the Spring Festival and increased competition leading to price cuts [4] - AI application stocks experienced declines, with companies like Yaowang Technology and Zhejiang Wenhu falling to the daily limit due to concerns over technology maturity and unclear business models [5] - The optical module and CPO sectors continued to adjust, with stocks like Yuanjie Technology and Xinyisheng dropping over 6% as market expectations normalized [6] Institutional Insights - Zhongjin Securities noted that despite external pressures, there are no typical bull market top signals in Chinese stocks, with ample liquidity and improving earnings, suggesting a continued positive outlook for Chinese asset revaluation [7] - Tianfeng Securities highlighted the fragility of market sentiment, indicating that any news could trigger short-term sell-offs, particularly in the gold market [7] - Huachuang Securities observed a strong recovery in consumer markets expected for the 2026 Spring Festival, driven by government-led consumption initiatives, suggesting potential growth in sectors like dining, tourism, and retail [7]

证券之星消息，2月3日中药板块较上一交易日上涨0.73%，佛慈制药领涨。当日上证指数报收于 4067.74，上涨1.29%。深证成指报收于14127.1，上涨2.19%。中药板块个股涨跌见下表： | 代码 | 名称 | 主力净流入(元) | 主力净占比 游资净流入(元) | | 游资净占比 散户净流入 (元) | | 散户净占比 | | --- | --- | --- | --- | --- | --- | --- | --- | | 603858 | 步长制药 | 4205.73万 | 18.61% | -760.51万 | -3.37% | -3445.23万 | -15.25% | | 000538 | 云南白药 | 2312.47万 | 6.02% | 2001.01万 | 5.21% | -4313.47万 | -11.23% | | 600572 | 康恩贝 | 1733.96万 | 9.84% | 908.52万 | 5.16% | -2642.49万 | -15.00% | | 002644 | 佛慈制药 | 1463.40万 | 4.66% | 701.64万 | 2.23% | -2165 ...

Market Overview - The Chinese medicine sector experienced a decline of 0.98% on February 2, with Jilin Aodong leading the drop [1] - The Shanghai Composite Index closed at 4015.75, down 2.48%, while the Shenzhen Component Index closed at 13824.35, down 2.69% [1] Stock Performance - Notable gainers in the Chinese medicine sector included: - Weikang Pharmaceutical (300878) with a closing price of 27.93, up 6.68% [1] - Foci Pharmaceutical (002644) with a closing price of 9.21, up 4.66% [1] - Significant decliners included: - Jilin Aodong (000623) with a closing price of 18.88, down 7.63% [2] - Datang Pharmaceutical (920433) with a closing price of 5.86, down 3.46% [2] Trading Volume and Capital Flow - The Chinese medicine sector saw a net outflow of 235 million yuan from institutional investors, while retail investors contributed a net inflow of approximately 51.97 million yuan [2] - The trading volume for Jilin Aodong reached 504,800 shares, with a transaction value of 977 million yuan [2] Individual Stock Capital Flow - Key capital flows for selected stocks included: - Dong'e Ejiao (000423) with a net inflow of 129 million yuan from institutional investors, but a net outflow of 18.04 million yuan from retail investors [3] - Foci Pharmaceutical (002644) had a net inflow of 43.42 million yuan from institutional investors, with a net outflow of 15.68 million yuan from retail investors [3]

南财智讯1月30日电，佛慈制药在投资者关系活动中表示，公司产品已出口至32个国家和地区，海外产 品注册数达1442个，在国外认证数量、海外商标注册、出口覆盖范围及品种数方面长期居于行业领先地 位；公司将持续深化国际化战略布局，依托出口优势加大海外建设投入，推进产品国际注册与合规认 证，通过品牌共建、渠道共享强化推广，不断扩大海外市场份额。 ...

南财智讯1月30日电，佛慈制药在投资者关系活动中表示，公司于2025年10月投资2,000万元参与科近泰 基新技术有限公司增资扩股，布局放射性同位素药物赛道；科近泰基为中国科学院近物所全资子公司， 主营α-放射性同位素225Ac、223Ra等医用同位素的生产、销售、运营及药物协作研发；本次投资旨在 抢占精准放疗产业先机，强化创新驱动力，为长期发展注入新动能。 ...

证券代码：002644 证券简称：佛慈制药 兰州佛慈制药股份有限公司 投资者关系活动记录表 答：公司产品 1931 年开始出口，目前已出口至美国、加拿 大、澳大利亚、日本、泰国、印尼、香港等 32 个国家和地区， 公司海外产品注册数达 1442 个，在国外认证数量、海外商标注 册、出口覆盖范围及品种数方面长期居于行业领先地位。海外市 场是公司未来重点培育的大市场之一，公司将持续深化国际化战 略布局，依托佛慈出口优势，加大对海外市场的建设投入，推进 产品国际注册与合规认证，通过品牌共建、渠道共享强化推广， 不断扩大海外市场份额，打造更具国际影响力的中医药品牌。 4.公司库存水平如何？ 答：公司目前存货水平处于合理范围内，周转率符合行业特 点和平均水平。公司也将密切关注产能和市场需求情况，总体保 持产销平衡，合理控制存货规模。 5.公司 2025 年投资科近泰基公司的背景和原因？ 答：公司经过充分的前期调研和论证，2025 年 10 月投资 2,000 万元参与了科近泰基新技术有限公司的增资扩股，布局放 射性同位素药物赛道。科近泰基公司是中国科学院近物所下设的 全资子公司，未来科近泰基公司主要业务为协同中国科学院 ...

Core Viewpoint - The company has not established any collaboration with ByteDance's Doubao, but remains attentive to new technologies and business models that align with its main business direction, indicating a willingness to explore relevant fields in the future [1]. Group 1 - The company has clarified its current lack of partnership with ByteDance's Doubao [1]. - The company is focused on new technologies and business models that fit its main business direction [1]. - The company plans to actively explore relevant fields when opportunities arise [1].

Core Viewpoint - The company has not established any collaboration with ByteDance's Doubao, but remains attentive to new technologies and business models that align with its main business direction, indicating a willingness to explore relevant fields in the future [1] Group 1 - The company is currently not in partnership with ByteDance's Doubao [1] - The company is focused on new technologies and business models that fit its main business direction [1] - The company plans to actively explore relevant fields when opportunities arise [1]

Group 1 - The company has established an official flagship store on the Tmall platform and maintains a long-term stable e-commerce business collaboration with Alibaba Health [2] - Specific information will be provided in the company's annual report and related announcements [2]

Core Viewpoint - The company, 佛慈制药, confirmed that it will not benefit from the new tax policy regarding advertising and business promotion expenses, as the tax treatment remains consistent with previous regulations [1] Group 1: Tax Policy Impact - The Ministry of Finance and the State Administration of Taxation announced a new policy on December 29, 2023, regarding the tax deduction for advertising and business promotion expenses, effective from January 1, 2026, to December 31, 2027 [1] - 佛慈制药 stated that the tax policy related to advertising and business promotion expenses will remain unchanged for the company, indicating no additional benefits from the new policy [1]