| 权益类证券大宗交易(协议交易) | | --- | | 交易日期 | 证券代码 | 证券简称 | 成交价格 (元) | 成交量 (万股/万份) | 成交金额 (万元) | 买方营业部 | 卖方营业部 | | --- | --- | --- | --- | --- | --- | --- | --- | | 2026-01-21 | 301263 | 泰恩康 | 30.40 | 10.00 | 304.00 | 国联民生证券股份 | 国联民生证券股份 | | | | | | | | 有限公司上海虹口 | 有限公司上海分公 | | | | | | | | 区杨树浦路证券营 | ロ | | | | | | | | 41 58 | | 1月21日，泰恩康大宗交易成交10万股，成交额304万元，占当日总成交额的1.28%，成交价30.4元，较 市场收盘价32.54元折价6.58%。 ...

本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有 虚假记载、误导性陈述或重大遗漏。 广东泰恩康医药股份有限公司（以下简称"公司"）于近日收到公司控股股 东、实际控制人孙伟文女士的通知，获悉其所持有的公司部分股份办理了质押手 续，具体情况如下： | | 是否为控 股股东或 | 本次质押 | 占其所 持股份 | 占公司 总股本 | 是否为 限售股 | 是否 为补 | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 股东 名称 | 第一大股 | 数量（股） | 比例 | 比例 | （如是， | 充质 | 质押 起始日 | 质押到 期日 | 质权人 | 质押 用途 | | | 东及其一 | | | | 注明限 | | | | | | | | 致行动人 | | （%） | （%） | 售类型） | 押 | | | | | | 孙伟文 | 是 | 8,470,000 | 12.79 | 1.99 | 否 | 否 | 2026-01-20 | 办理解 除质押 登记手 | 西藏信 托有限 | 个人 资金 ...

Market Overview - The chemical pharmaceutical sector experienced a decline of 0.77% on January 20, with Kangzhi Pharmaceutical leading the drop [1] - The Shanghai Composite Index closed at 4113.65, down 0.01%, while the Shenzhen Component Index closed at 14155.63, down 0.97% [1] Stock Performance - Notable gainers in the chemical pharmaceutical sector included: - Hanshang Group (Code: 600774) with a closing price of 11.64, up 10.02% and a trading volume of 438,600 shares, totaling 489 million yuan [1] - Tainkang (Code: 301263) with a closing price of 32.71, up 7.04% and a trading volume of 138,300 shares, totaling 437 million yuan [1] - Sitaili (Code: 603520) with a closing price of 10.58, up 2.52% and a trading volume of 210,900 shares, totaling 225 million yuan [1] - Conversely, significant decliners included: - Kangyi Pharmaceutical (Code: 300086) with a closing price of 10.44, down 5.86% and a trading volume of 447,100 shares [2] - Dizhe Pharmaceutical (Code: 688192) with a closing price of 62.72, down 5.10% and a trading volume of 42,700 shares [2] - Guangji Pharmaceutical (Code: 000952) with a closing price of 7.52, down 4.93% and a trading volume of 292,200 shares [2] Capital Flow - The chemical pharmaceutical sector saw a net outflow of 1.348 billion yuan from institutional investors, while retail investors contributed a net inflow of 1.109 billion yuan [2] - The capital flow for specific stocks indicated: - Huabang Health (Code: 002004) had a net inflow of 88.38 million yuan from institutional investors, but a net outflow of 73.07 million yuan from retail investors [3] - Fuxiang Pharmaceutical (Code: 300497) recorded a net inflow of 57.88 million yuan from institutional investors, with a net outflow of 102 million yuan from retail investors [3] - Xinqiao Pharmaceutical (Code: 000756) had a net inflow of 25.08 million yuan from institutional investors, but also saw a net outflow of 15.54 million yuan from retail investors [3]

Market Overview - The Shanghai Composite Index closed at 4105.16 points, below the five-day moving average, with a decline of 0.21% [1] - The total trading volume of A-shares reached 230.22 billion yuan [1] Stocks Performance - A total of 339 A-shares have prices that broke through the five-day moving average today [1] - The stocks with the largest deviation rates include: - Meibang Technology (21.58%) - Jiayun Technology (10.57%) - Dongtong Retreat (8.25%) [1] - Stocks with smaller deviation rates that just crossed the five-day moving average include: - China Merchants Bank - Balanshi - Aike Co., Ltd. [1] Top Stocks by Deviation Rate - The top stocks with significant price increases and their respective deviation rates are: - Meibang Technology: 29.94% increase, 25.39% turnover rate, latest price 17.49 yuan [1] - Jiayun Technology: 19.92% increase, 18.95% turnover rate, latest price 6.38 yuan [1] - Dongtong Retreat: 9.78% increase, 9.36% turnover rate, latest price 2.02 yuan [1] - Other notable stocks include: - Hongmian Co., Ltd.: 10.13% increase, latest price 4.24 yuan, deviation rate 8.16% [1] - Shanghai Jiubai: 10.01% increase, latest price 14.07 yuan, deviation rate 8.11% [1]

Group 1 - The core viewpoint of the news is that Tai En Kang's stock has shown a positive trend with a 7.59% increase year-to-date and a market capitalization of 13.271 billion yuan as of January 20 [1] - As of January 20, Tai En Kang's stock price was 31.19 yuan per share, with a trading volume of 1.29 billion yuan and a turnover rate of 1.39% [1] - The company has a diverse revenue structure, with major contributions from gastrointestinal drugs (32.62%), ophthalmic drugs (25.05%), traditional Chinese medicine and external drugs (21.08%), and sexual health products (21.06%) [1] Group 2 - As of September 30, the number of Tai En Kang's shareholders increased by 9.32% to 12,000, while the average circulating shares per person decreased by 8.53% to 25,381 shares [2] - For the period from January to September 2025, Tai En Kang reported a revenue of 526 million yuan, a year-on-year decrease of 8.13%, and a net profit attributable to shareholders of 31.4052 million yuan, down 73.00% year-on-year [2] - Since its A-share listing, Tai En Kang has distributed a total of 460 million yuan in dividends, with 377 million yuan distributed over the past three years [3]

每经AI快讯，泰恩康1月15日晚间发布公告称，公司于近日收到公司控股股东、实际控制人孙伟文女士 的通知，获悉其所持有的公司部分股份办理了质押手续，本次质押合计780万股。 截至本公告日，郑汉杰累计质押股数为3550万股，占其所持股份比例为40.17%。孙伟文累计质押股数 为1330万股，占其所持股份比例为20.09%。 每经头条（nbdtoutiao）——不到20万元，就能买特斯拉了？"廉价版"Model 3或进入中国市场，续航里 程480公里！关于自动驾驶，美国市场也有大调整 （记者 王晓波） ...

证券代码：301263 证券简称：泰恩康 公告编号：2026-001 广东泰恩康医药股份有限公司 关于控股股东、实际控制人部分股份质押的公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有 虚假记载、误导性陈述或重大遗漏。 广东泰恩康医药股份有限公司（以下简称"公司"）于近日收到公司控股股 东、实际控制人孙伟文女士的通知，获悉其所持有的公司部分股份办理了质押手 续，具体情况如下： | 股东 | 是否为 控股股 东或第 一大股 | 本次质押 | 占其所 持股份 | 占公司 总股本 | 是否为 限售股 （如是， | 是否 为补 | 质押 | 质押到 | 质权人 | 质押 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 名称 | 东及其 一致行 | 数量（股） | 比例 （%） | 比例 （%） | 注明限 售类型） | 充质 押 | 起始日 | 期日 | | 用途 | | | 动人 | | | | | | | | | | | 孙伟文 | 是 | 4,836,000 | 7.30 | 1.14 | 否 | ...

Group 1 - The core viewpoint of the article highlights that the company, 泰恩康 (301263), is accelerating the clinical development of CKBA in response to national policies supporting pharmaceutical innovation [1] Group 2 - For the adult vitiligo indication, the company is steadily advancing the application process for the Phase III clinical trial [1] - The application for the Phase II clinical trial for the 2-12 years old children's vitiligo indication has been accepted by the drug regulatory authority, and the company will disclose updates if approved [1] - CKBA has obtained the seamless adaptive clinical trial approval for the Phase II/III indication of rosacea, and the company is actively preparing for ethical review and subject enrollment [1]

Group 1 - The chemical pharmaceutical sector increased by 0.24% on January 8, with Bibete leading the gains [1] - The Shanghai Composite Index closed at 4082.98, down 0.07%, while the Shenzhen Component Index closed at 13959.48, down 0.51% [1] - Notable gainers in the chemical pharmaceutical sector included Bibete, which rose by 20.00% to a closing price of 49.68, and Qijingt, which increased by 10.00% to 28.27 [1] Group 2 - The chemical pharmaceutical sector experienced a net outflow of 191 million yuan from institutional investors, while retail investors saw a net inflow of approximately 84.42 million yuan [2] - The trading volume for Bibete was 140,500 shares, with a transaction value of 682 million yuan, indicating strong market interest [1] - The sector's overall trading activity showed a mix of inflows and outflows, with specific stocks like Hainan Haiyao and Xinyu Pharmaceutical seeing significant institutional interest [3]

Core Viewpoint - The innovative drug sector has experienced a strong rally since the beginning of 2026, driven by favorable policies, improving fundamentals, and a recovering capital market [1][4]. Group 1: Market Performance - The innovative drug concept sector in A-shares has seen a continuous rise, with multiple stocks, including Hainan Haiyao and Beibete-U, reaching their daily limit [1]. - Since the start of 2026, the innovative drug sector has recorded four consecutive days of gains, with over ten stocks rising more than 20% in four trading days, and Beibete-U's stock price has increased by nearly 70% [1][2]. Group 2: Policy and Regulatory Environment - The National Medical Products Administration (NMPA) has optimized the review and approval process for urgently needed foreign drugs, encouraging simultaneous global research and application in China [3]. - In 2025, China approved 76 innovative drugs for market entry, surpassing the 48 approved in 2024, marking a historical high [3]. Group 3: Industry Drivers - The recent rally in the innovative drug sector is attributed to several factors, including the implementation of new national medical insurance drug lists, which support the sales and market promotion of innovative drugs [4]. - The sector is also benefiting from advancements in cutting-edge fields such as ADC and small nucleic acids, attracting capital interest [4]. Group 4: Investment Focus - The investment focus for 2026 is shifting towards overseas expansion and emerging technologies, with an emphasis on business development (BD) as a long-term trend for Chinese innovative drugs [5]. - Companies with rapid milestone achievements in BD are expected to attract more market attention and investment opportunities [5].