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0勋章

02-19

连续巨亏的企业还在担保，行为本身就很怀疑。作为同时段买入的股，为什么同一个领域的GDX能够为股东创造价值，而体量巨大的第一医药就只是垃圾中的垃圾呢

每周股票复盘：第一医药（600833）为子公司提供担保并获房屋征收补偿

2023-01-30

因为PFE周二要发布财报了。如果股价因他的视频而大跌，有人会找他聊天的。

抱歉，原内容已删除

2022-10-19

高盛反着来，别墅靠大海

抱歉，原内容已删除

2022-08-02

$SIGA Technologies Inc(SIGA)$下一个BNTX

2022-03-02

$太阳能ETF-Guggenheim(TAN)$和石油是当下最好的选择

2021-12-22

$舜宇光学科技(02382)$，逆势而上

2021-08-26

$NVDA 20210903 215.0 CALL(NVDA)$王者就是王者

2021-08-26

$SPLK 20210903 155.0 CALL(SPLK)$，好公司好价格

2021-08-13

$纽柯钢铁(NUE)$真是王者

2021-07-24

$FB 20210730 350.0 CALL(FB)$，FB真强

2021-07-15

$赣锋锂业(01772)$真香

2021-07-09

$亚马逊(AMZN)$真是强的可怕

2021-07-05

$MSFT(MSFT)$继续买入

2021-07-05

$滴滴(DIDI)$幸亏跑的快

2021-06-30

$应用材料(AMAT)$真香

2021-05-18

王已降临，是战是降

2021-04-16

$苹果(AAPL)$，看好

2021-04-16

流媒体的王者

2021-04-06

SNAP科技成长股

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href=\"https://laohu8.com/S/600833\">第一医药</a>（600833）报收于13.2元，较上周的13.07元上涨0.99%。本周，第一医药2月11日盘中最高价报13.47元。2月13日盘中最低价报13.02元。第一医药当前最新总市值29.45亿元，在医药商业板块市值排名26/31，在两市A股市值排名4069/5130。</p><h2>本周关注点</h2><ul><li><strong>公司公告汇总</strong>：第一医药拟为全资子公司提供不超过21,000万元人民币的新增担保额度。</li><li><strong>公司公告汇总</strong>：第一医药因房屋征收可获得总计56,089,816.67元的补偿款。</li><li><strong>公司公告汇总</strong>：第一医药将于2025年2月27日召开第一次临时股东大会，审议多项重要议案。</li></ul><h2>公司公告汇总</h2><h3>上海第一医药股份有限公司第十届董事会第三十次（临时）会议决议公告</h3><p>上海第一医药股份有限公司第十届董事会第三十次（临时）会议于2025年2月11日召开，审议通过以下事项：</p><ol><li><strong>关于2025年度为全资子公司提供担保额度预计的议案</strong>：拟为三家全资子公司提供不超过21,000万元人民币的新增担保额度，总计担保额度为22,812.43万元，有效期至2025年12月31日。</li><li><strong>关于召开2025年第一次临时股东大会的议案</strong>：拟于2025年2月27日下午13:30在上海外经大厦20楼第三会议室召开。</li><li><strong>关于公司拟签订房屋征收补偿协议的议案</strong>：公司位于上海市黄浦区的三处房屋被纳入征收范围，可获得征收补偿款合计56,089,816.67元。</li><li><strong>关于2025年度日常经营性关联交易预计的议案</strong>：关联董事回避表决，独立董事发表同意意见。</li></ol><p>以上议案均需提交2025年第一次临时股东大会审议。表决结果均为赞成9名，反对0名，弃权0名。</p><h3>上海第一医药股份有限公司第十届监事会第十六次（临时）会议决议公告</h3><p>上海第一医药股份有限公司第十届监事会第十六次（临时）会议于2025年2月11日召开，审议通过了《关于2025年度日常经营性关联交易预计的议案》。</p><h3>上海第一医药股份有限公司2025年第一次临时股东大会的通知</h3><p>上海第一医药股份有限公司将于2025年2月27日13点30分召开2025年第一次临时股东大会，地点为上海市徐汇区小木桥路681号20楼第三会议室。会议审议三项议案：1. 关于2025年度为全资子公司提供担保额度预计的议案；2. 关于公司拟签订房屋征收补偿协议的议案；3. 关于2025年度日常经营性关联交易预计的议案。其中，议案3涉及关联股东回避表决，应回避表决的关联股东为百联集团有限公司。</p><h3>上海第一医药股份有限公司关于公司拟签订房屋征收补偿协议的公告</h3><p>根据上海市黄浦区人民政府房屋征收决定，公司位于上海市黄浦区的三处房屋被纳入征收范围，可获得总计56,089,816.67元的征收补偿款。征收对公司业务影响不大，公司将对补偿款进行会计处理，计入当期损益，预计对年度经营业绩有积极影响。</p><h3>上海第一医药股份有限公司关于2025年度日常经营性关联交易预计的公告</h3><p>公司2025年度将与百联集团有限公司及下属企业、<a href=\"https://laohu8.com/S/01099\">国药控股</a>股份有限公司及下属相关企业发生日常经营性关联交易，预计关联交易金额总计60,850,000.00元。</p><h3>上海第一医药股份有限公司关于2025年度为全资子公司提供担保额度预计的公告</h3><p>公司拟为全资子公司第一医药（香港）有限公司、上海<a href=\"https://laohu8.com/S/HSBC\">汇丰</a>医药药材有限责任公司、上海市第一医药商店连锁经营有限公司提供不超过21,000万元人民币的新增担保额度。担保内容包括但不限于向<a href=\"https://laohu8.com/S/FISI\">金融机构</a>申请综合授信、借款、承兑汇票等融资或开展其他日常经营业务。</p><p>以上内容为证券之星据公开信息整理，由智能算法生成（网信算备310104345710301240019号），不构成投资建议。</p></body></html>","source":"stockstar","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta content=\"text/html; charset=utf-8\" http-equiv=\"Content-Type\"/>\n<meta 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hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n每周股票复盘：第一医药（600833）为子公司提供担保并获房屋征收补偿\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1082532455\">\n<div class=\"h-thumb\" style=\"background-image:url(https://community-static.tradeup.com/news/2e305640fc27210243042d09d3a7fa3f);background-size:cover;\"></div>\n<div class=\"h-content\">\n<p class=\"h-name\">证券之星 </p>\n<p class=\"h-time\">2025-02-15 07:17</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>截至2025年2月14日收盘，<a href=\"https://laohu8.com/S/600833\">第一医药</a>（600833）报收于13.2元，较上周的13.07元上涨0.99%。本周，第一医药2月11日盘中最高价报13.47元。2月13日盘中最低价报13.02元。第一医药当前最新总市值29.45亿元，在医药商业板块市值排名26/31，在两市A股市值排名4069/5130。</p><h2>本周关注点</h2><ul><li><strong>公司公告汇总</strong>：第一医药拟为全资子公司提供不超过21,000万元人民币的新增担保额度。</li><li><strong>公司公告汇总</strong>：第一医药因房屋征收可获得总计56,089,816.67元的补偿款。</li><li><strong>公司公告汇总</strong>：第一医药将于2025年2月27日召开第一次临时股东大会，审议多项重要议案。</li></ul><h2>公司公告汇总</h2><h3>上海第一医药股份有限公司第十届董事会第三十次（临时）会议决议公告</h3><p>上海第一医药股份有限公司第十届董事会第三十次（临时）会议于2025年2月11日召开，审议通过以下事项：</p><ol><li><strong>关于2025年度为全资子公司提供担保额度预计的议案</strong>：拟为三家全资子公司提供不超过21,000万元人民币的新增担保额度，总计担保额度为22,812.43万元，有效期至2025年12月31日。</li><li><strong>关于召开2025年第一次临时股东大会的议案</strong>：拟于2025年2月27日下午13:30在上海外经大厦20楼第三会议室召开。</li><li><strong>关于公司拟签订房屋征收补偿协议的议案</strong>：公司位于上海市黄浦区的三处房屋被纳入征收范围，可获得征收补偿款合计56,089,816.67元。</li><li><strong>关于2025年度日常经营性关联交易预计的议案</strong>：关联董事回避表决，独立董事发表同意意见。</li></ol><p>以上议案均需提交2025年第一次临时股东大会审议。表决结果均为赞成9名，反对0名，弃权0名。</p><h3>上海第一医药股份有限公司第十届监事会第十六次（临时）会议决议公告</h3><p>上海第一医药股份有限公司第十届监事会第十六次（临时）会议于2025年2月11日召开，审议通过了《关于2025年度日常经营性关联交易预计的议案》。</p><h3>上海第一医药股份有限公司2025年第一次临时股东大会的通知</h3><p>上海第一医药股份有限公司将于2025年2月27日13点30分召开2025年第一次临时股东大会，地点为上海市徐汇区小木桥路681号20楼第三会议室。会议审议三项议案：1. 关于2025年度为全资子公司提供担保额度预计的议案；2. 关于公司拟签订房屋征收补偿协议的议案；3. 关于2025年度日常经营性关联交易预计的议案。其中，议案3涉及关联股东回避表决，应回避表决的关联股东为百联集团有限公司。</p><h3>上海第一医药股份有限公司关于公司拟签订房屋征收补偿协议的公告</h3><p>根据上海市黄浦区人民政府房屋征收决定，公司位于上海市黄浦区的三处房屋被纳入征收范围，可获得总计56,089,816.67元的征收补偿款。征收对公司业务影响不大，公司将对补偿款进行会计处理，计入当期损益，预计对年度经营业绩有积极影响。</p><h3>上海第一医药股份有限公司关于2025年度日常经营性关联交易预计的公告</h3><p>公司2025年度将与百联集团有限公司及下属企业、<a href=\"https://laohu8.com/S/01099\">国药控股</a>股份有限公司及下属相关企业发生日常经营性关联交易，预计关联交易金额总计60,850,000.00元。</p><h3>上海第一医药股份有限公司关于2025年度为全资子公司提供担保额度预计的公告</h3><p>公司拟为全资子公司第一医药（香港）有限公司、上海<a href=\"https://laohu8.com/S/HSBC\">汇丰</a>医药药材有限责任公司、上海市第一医药商店连锁经营有限公司提供不超过21,000万元人民币的新增担保额度。担保内容包括但不限于向<a href=\"https://laohu8.com/S/FISI\">金融机构</a>申请综合授信、借款、承兑汇票等融资或开展其他日常经营业务。</p><p>以上内容为证券之星据公开信息整理，由智能算法生成（网信算备310104345710301240019号），不构成投资建议。</p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"600833":"第一医药","BK0097":"医药电商","BK0099":"上海本地重组","BK0184":"上海国资改革","BK0209":"零售"},"source_url":"https://stock.stockstar.com/RB2025021500010072.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2511646796","content_text":"截至2025年2月14日收盘，第一医药（600833）报收于13.2元，较上周的13.07元上涨0.99%。本周，第一医药2月11日盘中最高价报13.47元。2月13日盘中最低价报13.02元。第一医药当前最新总市值29.45亿元，在医药商业板块市值排名26/31，在两市A股市值排名4069/5130。本周关注点公司公告汇总：第一医药拟为全资子公司提供不超过21,000万元人民币的新增担保额度。公司公告汇总：第一医药因房屋征收可获得总计56,089,816.67元的补偿款。公司公告汇总：第一医药将于2025年2月27日召开第一次临时股东大会，审议多项重要议案。公司公告汇总上海第一医药股份有限公司第十届董事会第三十次（临时）会议决议公告上海第一医药股份有限公司第十届董事会第三十次（临时）会议于2025年2月11日召开，审议通过以下事项：关于2025年度为全资子公司提供担保额度预计的议案：拟为三家全资子公司提供不超过21,000万元人民币的新增担保额度，总计担保额度为22,812.43万元，有效期至2025年12月31日。关于召开2025年第一次临时股东大会的议案：拟于2025年2月27日下午13:30在上海外经大厦20楼第三会议室召开。关于公司拟签订房屋征收补偿协议的议案：公司位于上海市黄浦区的三处房屋被纳入征收范围，可获得征收补偿款合计56,089,816.67元。关于2025年度日常经营性关联交易预计的议案：关联董事回避表决，独立董事发表同意意见。以上议案均需提交2025年第一次临时股东大会审议。表决结果均为赞成9名，反对0名，弃权0名。上海第一医药股份有限公司第十届监事会第十六次（临时）会议决议公告上海第一医药股份有限公司第十届监事会第十六次（临时）会议于2025年2月11日召开，审议通过了《关于2025年度日常经营性关联交易预计的议案》。上海第一医药股份有限公司2025年第一次临时股东大会的通知上海第一医药股份有限公司将于2025年2月27日13点30分召开2025年第一次临时股东大会，地点为上海市徐汇区小木桥路681号20楼第三会议室。会议审议三项议案：1. 关于2025年度为全资子公司提供担保额度预计的议案；2. 关于公司拟签订房屋征收补偿协议的议案；3. 关于2025年度日常经营性关联交易预计的议案。其中，议案3涉及关联股东回避表决，应回避表决的关联股东为百联集团有限公司。上海第一医药股份有限公司关于公司拟签订房屋征收补偿协议的公告根据上海市黄浦区人民政府房屋征收决定，公司位于上海市黄浦区的三处房屋被纳入征收范围，可获得总计56,089,816.67元的征收补偿款。征收对公司业务影响不大，公司将对补偿款进行会计处理，计入当期损益，预计对年度经营业绩有积极影响。上海第一医药股份有限公司关于2025年度日常经营性关联交易预计的公告公司2025年度将与百联集团有限公司及下属企业、国药控股股份有限公司及下属相关企业发生日常经营性关联交易，预计关联交易金额总计60,850,000.00元。上海第一医药股份有限公司关于2025年度为全资子公司提供担保额度预计的公告公司拟为全资子公司第一医药（香港）有限公司、上海汇丰医药药材有限责任公司、上海市第一医药商店连锁经营有限公司提供不超过21,000万元人民币的新增担保额度。担保内容包括但不限于向金融机构申请综合授信、借款、承兑汇票等融资或开展其他日常经营业务。以上内容为证券之星据公开信息整理，由智能算法生成（网信算备310104345710301240019号），不构成投资建议。","news_type":1},"isVote":1,"tweetType":1,"viewCount":101,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":622086408,"gmtCreate":1675046572305,"gmtModify":1675046574665,"author":{"id":"3580802574081613","authorId":"3580802574081613","name":"shogun","avatar":"https://static.tigerbbs.com/a534013bdc5f740e2728b1469992ba20","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3580802574081613","authorIdStr":"3580802574081613"},"themes":[],"htmlText":"因为PFE周二要发布财报了。如果股价因他的视频而大跌，有人会找他聊天的。","listText":"因为PFE周二要发布财报了。如果股价因他的视频而大跌，有人会找他聊天的。","text":"因为PFE周二要发布财报了。如果股价因他的视频而大跌，有人会找他聊天的。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/622086408","repostId":"2307211388","repostType":2,"isVote":1,"tweetType":1,"viewCount":3284,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":662919049,"gmtCreate":1666135159282,"gmtModify":1666135162030,"author":{"id":"3580802574081613","authorId":"3580802574081613","name":"shogun","avatar":"https://static.tigerbbs.com/a534013bdc5f740e2728b1469992ba20","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3580802574081613","authorIdStr":"3580802574081613"},"themes":[],"htmlText":"高盛反着来，别墅靠大海","listText":"高盛反着来，别墅靠大海","text":"高盛反着来，别墅靠大海","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/662919049","repostId":"1155596382","repostType":4,"isVote":1,"tweetType":1,"viewCount":1828,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":685962208,"gmtCreate":1659404935106,"gmtModify":1659404935106,"author":{"id":"3580802574081613","authorId":"3580802574081613","name":"shogun","avatar":"https://static.tigerbbs.com/a534013bdc5f740e2728b1469992ba20","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3580802574081613","authorIdStr":"3580802574081613"},"themes":[],"htmlText":"<a 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}\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n泄密辉瑞高管系泌尿学博士，当事人：为给约会对象留下深刻印象而撒谎\n</h2>\n<h4 class=\"meta\">\n\n\n2023-01-29 22:21 北京时间   <a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20230129222119834b9b17&s=b\"><strong>虎嗅</strong></a>\n</h4>\n</header>\n<article>\n<div>\n<p>泄密辉瑞高管系泌尿学博士，当事人：为给约会对象留下深刻印象而撒谎。近日，一段辉瑞公司战略运营和mRNA科学规划研发总监乔丹·特里斯坦·沃克讨论新冠病毒突变的视频在社交媒体上引发热议，成为热搜话题。据报道，乔丹·特里斯坦·沃克是辉瑞公司战略运营和mRNA科学规划的研发总监。沃克本科就读于耶鲁大学分子、细胞和发育生物学系，2013年毕业后就职于医药临床试验业务公司艾昆纬（IQVIA）。随后，他获得了...</p>\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20230129222119834b9b17&s=b\">Web Link</a>\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"IE00BLSP4239.USD":"Legg Mason ClearBridge - Tactical Dividend Income A Mdis USD Plus","SG9999013999.USD":"UOB UNITED GLOBAL HEALTHCARE FUND (USDHDG) INC","SG9999003800.SGD":"Nikko AM Global Dividend Equity Acc SGD-H","IE00BLSP4452.SGD":"Legg Mason ClearBridge - Tactical Dividend Income A Mdis SGD-H Plus","SG9999001176.SGD":"UOB UNITED GLOBAL HEALTHCARE \"SGD\" (ACC)","SGXZ57979304.SGD":"United Global Healthcare 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href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$</a>，看好","text":"$苹果(AAPL)$，看好","images":[{"img":"https://static.tigerbbs.com/dd454c51fa9e4b83d29a942931410d6f","width":"1242","height":"2385"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/347465441","isVote":1,"tweetType":1,"viewCount":985,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":343660249,"gmtCreate":1617713702881,"gmtModify":1617713845442,"author":{"id":"3580802574081613","authorId":"3580802574081613","name":"shogun","avatar":"https://static.tigerbbs.com/a534013bdc5f740e2728b1469992ba20","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3580802574081613","authorIdStr":"3580802574081613"},"themes":[],"htmlText":"SNAP科技成长股","listText":"SNAP科技成长股","text":"SNAP科技成长股","images":[{"img":"https://static.tigerbbs.com/adc4be89f0d92efc0638beb4c5a884a0","width":"1125","height":"2588"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/343660249","isVote":1,"tweetType":1,"viewCount":560,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":405268655895024,"gmtCreate":1739965993751,"gmtModify":1739970467407,"author":{"id":"3580802574081613","authorId":"3580802574081613","name":"shogun","avatar":"https://static.tigerbbs.com/a534013bdc5f740e2728b1469992ba20","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3580802574081613","authorIdStr":"3580802574081613"},"themes":[],"htmlText":"连续巨亏的企业还在担保，行为本身就很怀疑。作为同时段买入的股，为什么同一个领域的GDX能够为股东创造价值，而体量巨大的第一医药就只是垃圾中的垃圾呢","listText":"连续巨亏的企业还在担保，行为本身就很怀疑。作为同时段买入的股，为什么同一个领域的GDX能够为股东创造价值，而体量巨大的第一医药就只是垃圾中的垃圾呢","text":"连续巨亏的企业还在担保，行为本身就很怀疑。作为同时段买入的股，为什么同一个领域的GDX能够为股东创造价值，而体量巨大的第一医药就只是垃圾中的垃圾呢","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/405268655895024","repostId":"2511646796","repostType":2,"repost":{"id":"2511646796","kind":"highlight","weMediaInfo":{"introduction":"证券之星始创于1996年，是国内领先的金融信息及综合服务平台。关注证券之星，即时获取有价值的财经资讯。","home_visible":1,"media_name":"证券之星","id":"1082532455","head_image":"https://community-static.tradeup.com/news/2e305640fc27210243042d09d3a7fa3f"},"pubTimestamp":1739575027,"share":"https://www.laohu8.com/m/news/2511646796?lang=&edition=full","pubTime":"2025-02-15 07:17","market":"hk","language":"zh","title":"每周股票复盘：第一医药（600833）为子公司提供担保并获房屋征收补偿","url":"https://stock-news.laohu8.com/highlight/detail?id=2511646796","media":"证券之星","summary":"截至2025年2月14日收盘，第一医药报收于13.2元，较上周的13.07元上涨0.99%。本周关注点公司公告汇总：第一医药拟为全资子公司提供不超过21,000万元人民币的新增担保额度。会议审议三项议案：1. 关于2025年度为全资子公司提供担保额度预计的议案；2. 关于公司拟签订房屋征收补偿协议的议案；3. 关于2025年度日常经营性关联交易预计的议案。","content":"<html><head></head><body><p>截至2025年2月14日收盘，<a href=\"https://laohu8.com/S/600833\">第一医药</a>（600833）报收于13.2元，较上周的13.07元上涨0.99%。本周，第一医药2月11日盘中最高价报13.47元。2月13日盘中最低价报13.02元。第一医药当前最新总市值29.45亿元，在医药商业板块市值排名26/31，在两市A股市值排名4069/5130。</p><h2>本周关注点</h2><ul><li><strong>公司公告汇总</strong>：第一医药拟为全资子公司提供不超过21,000万元人民币的新增担保额度。</li><li><strong>公司公告汇总</strong>：第一医药因房屋征收可获得总计56,089,816.67元的补偿款。</li><li><strong>公司公告汇总</strong>：第一医药将于2025年2月27日召开第一次临时股东大会，审议多项重要议案。</li></ul><h2>公司公告汇总</h2><h3>上海第一医药股份有限公司第十届董事会第三十次（临时）会议决议公告</h3><p>上海第一医药股份有限公司第十届董事会第三十次（临时）会议于2025年2月11日召开，审议通过以下事项：</p><ol><li><strong>关于2025年度为全资子公司提供担保额度预计的议案</strong>：拟为三家全资子公司提供不超过21,000万元人民币的新增担保额度，总计担保额度为22,812.43万元，有效期至2025年12月31日。</li><li><strong>关于召开2025年第一次临时股东大会的议案</strong>：拟于2025年2月27日下午13:30在上海外经大厦20楼第三会议室召开。</li><li><strong>关于公司拟签订房屋征收补偿协议的议案</strong>：公司位于上海市黄浦区的三处房屋被纳入征收范围，可获得征收补偿款合计56,089,816.67元。</li><li><strong>关于2025年度日常经营性关联交易预计的议案</strong>：关联董事回避表决，独立董事发表同意意见。</li></ol><p>以上议案均需提交2025年第一次临时股东大会审议。表决结果均为赞成9名，反对0名，弃权0名。</p><h3>上海第一医药股份有限公司第十届监事会第十六次（临时）会议决议公告</h3><p>上海第一医药股份有限公司第十届监事会第十六次（临时）会议于2025年2月11日召开，审议通过了《关于2025年度日常经营性关联交易预计的议案》。</p><h3>上海第一医药股份有限公司2025年第一次临时股东大会的通知</h3><p>上海第一医药股份有限公司将于2025年2月27日13点30分召开2025年第一次临时股东大会，地点为上海市徐汇区小木桥路681号20楼第三会议室。会议审议三项议案：1. 关于2025年度为全资子公司提供担保额度预计的议案；2. 关于公司拟签订房屋征收补偿协议的议案；3. 关于2025年度日常经营性关联交易预计的议案。其中，议案3涉及关联股东回避表决，应回避表决的关联股东为百联集团有限公司。</p><h3>上海第一医药股份有限公司关于公司拟签订房屋征收补偿协议的公告</h3><p>根据上海市黄浦区人民政府房屋征收决定，公司位于上海市黄浦区的三处房屋被纳入征收范围，可获得总计56,089,816.67元的征收补偿款。征收对公司业务影响不大，公司将对补偿款进行会计处理，计入当期损益，预计对年度经营业绩有积极影响。</p><h3>上海第一医药股份有限公司关于2025年度日常经营性关联交易预计的公告</h3><p>公司2025年度将与百联集团有限公司及下属企业、<a href=\"https://laohu8.com/S/01099\">国药控股</a>股份有限公司及下属相关企业发生日常经营性关联交易，预计关联交易金额总计60,850,000.00元。</p><h3>上海第一医药股份有限公司关于2025年度为全资子公司提供担保额度预计的公告</h3><p>公司拟为全资子公司第一医药（香港）有限公司、上海<a href=\"https://laohu8.com/S/HSBC\">汇丰</a>医药药材有限责任公司、上海市第一医药商店连锁经营有限公司提供不超过21,000万元人民币的新增担保额度。担保内容包括但不限于向<a href=\"https://laohu8.com/S/FISI\">金融机构</a>申请综合授信、借款、承兑汇票等融资或开展其他日常经营业务。</p><p>以上内容为证券之星据公开信息整理，由智能算法生成（网信算备310104345710301240019号），不构成投资建议。</p></body></html>","source":"stockstar","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta content=\"text/html; charset=utf-8\" http-equiv=\"Content-Type\"/>\n<meta content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\" name=\"viewport\"/>\n<meta content=\"telephone=no,email=no,address=no\" name=\"format-detection\"/>\n<title>每周股票复盘：第一医药（600833）为子公司提供担保并获房屋征收补偿</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ 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hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n每周股票复盘：第一医药（600833）为子公司提供担保并获房屋征收补偿\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1082532455\">\n<div class=\"h-thumb\" style=\"background-image:url(https://community-static.tradeup.com/news/2e305640fc27210243042d09d3a7fa3f);background-size:cover;\"></div>\n<div class=\"h-content\">\n<p class=\"h-name\">证券之星 </p>\n<p class=\"h-time\">2025-02-15 07:17</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>截至2025年2月14日收盘，<a href=\"https://laohu8.com/S/600833\">第一医药</a>（600833）报收于13.2元，较上周的13.07元上涨0.99%。本周，第一医药2月11日盘中最高价报13.47元。2月13日盘中最低价报13.02元。第一医药当前最新总市值29.45亿元，在医药商业板块市值排名26/31，在两市A股市值排名4069/5130。</p><h2>本周关注点</h2><ul><li><strong>公司公告汇总</strong>：第一医药拟为全资子公司提供不超过21,000万元人民币的新增担保额度。</li><li><strong>公司公告汇总</strong>：第一医药因房屋征收可获得总计56,089,816.67元的补偿款。</li><li><strong>公司公告汇总</strong>：第一医药将于2025年2月27日召开第一次临时股东大会，审议多项重要议案。</li></ul><h2>公司公告汇总</h2><h3>上海第一医药股份有限公司第十届董事会第三十次（临时）会议决议公告</h3><p>上海第一医药股份有限公司第十届董事会第三十次（临时）会议于2025年2月11日召开，审议通过以下事项：</p><ol><li><strong>关于2025年度为全资子公司提供担保额度预计的议案</strong>：拟为三家全资子公司提供不超过21,000万元人民币的新增担保额度，总计担保额度为22,812.43万元，有效期至2025年12月31日。</li><li><strong>关于召开2025年第一次临时股东大会的议案</strong>：拟于2025年2月27日下午13:30在上海外经大厦20楼第三会议室召开。</li><li><strong>关于公司拟签订房屋征收补偿协议的议案</strong>：公司位于上海市黄浦区的三处房屋被纳入征收范围，可获得征收补偿款合计56,089,816.67元。</li><li><strong>关于2025年度日常经营性关联交易预计的议案</strong>：关联董事回避表决，独立董事发表同意意见。</li></ol><p>以上议案均需提交2025年第一次临时股东大会审议。表决结果均为赞成9名，反对0名，弃权0名。</p><h3>上海第一医药股份有限公司第十届监事会第十六次（临时）会议决议公告</h3><p>上海第一医药股份有限公司第十届监事会第十六次（临时）会议于2025年2月11日召开，审议通过了《关于2025年度日常经营性关联交易预计的议案》。</p><h3>上海第一医药股份有限公司2025年第一次临时股东大会的通知</h3><p>上海第一医药股份有限公司将于2025年2月27日13点30分召开2025年第一次临时股东大会，地点为上海市徐汇区小木桥路681号20楼第三会议室。会议审议三项议案：1. 关于2025年度为全资子公司提供担保额度预计的议案；2. 关于公司拟签订房屋征收补偿协议的议案；3. 关于2025年度日常经营性关联交易预计的议案。其中，议案3涉及关联股东回避表决，应回避表决的关联股东为百联集团有限公司。</p><h3>上海第一医药股份有限公司关于公司拟签订房屋征收补偿协议的公告</h3><p>根据上海市黄浦区人民政府房屋征收决定，公司位于上海市黄浦区的三处房屋被纳入征收范围，可获得总计56,089,816.67元的征收补偿款。征收对公司业务影响不大，公司将对补偿款进行会计处理，计入当期损益，预计对年度经营业绩有积极影响。</p><h3>上海第一医药股份有限公司关于2025年度日常经营性关联交易预计的公告</h3><p>公司2025年度将与百联集团有限公司及下属企业、<a href=\"https://laohu8.com/S/01099\">国药控股</a>股份有限公司及下属相关企业发生日常经营性关联交易，预计关联交易金额总计60,850,000.00元。</p><h3>上海第一医药股份有限公司关于2025年度为全资子公司提供担保额度预计的公告</h3><p>公司拟为全资子公司第一医药（香港）有限公司、上海<a href=\"https://laohu8.com/S/HSBC\">汇丰</a>医药药材有限责任公司、上海市第一医药商店连锁经营有限公司提供不超过21,000万元人民币的新增担保额度。担保内容包括但不限于向<a href=\"https://laohu8.com/S/FISI\">金融机构</a>申请综合授信、借款、承兑汇票等融资或开展其他日常经营业务。</p><p>以上内容为证券之星据公开信息整理，由智能算法生成（网信算备310104345710301240019号），不构成投资建议。</p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"600833":"第一医药","BK0097":"医药电商","BK0099":"上海本地重组","BK0184":"上海国资改革","BK0209":"零售"},"source_url":"https://stock.stockstar.com/RB2025021500010072.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2511646796","content_text":"截至2025年2月14日收盘，第一医药（600833）报收于13.2元，较上周的13.07元上涨0.99%。本周，第一医药2月11日盘中最高价报13.47元。2月13日盘中最低价报13.02元。第一医药当前最新总市值29.45亿元，在医药商业板块市值排名26/31，在两市A股市值排名4069/5130。本周关注点公司公告汇总：第一医药拟为全资子公司提供不超过21,000万元人民币的新增担保额度。公司公告汇总：第一医药因房屋征收可获得总计56,089,816.67元的补偿款。公司公告汇总：第一医药将于2025年2月27日召开第一次临时股东大会，审议多项重要议案。公司公告汇总上海第一医药股份有限公司第十届董事会第三十次（临时）会议决议公告上海第一医药股份有限公司第十届董事会第三十次（临时）会议于2025年2月11日召开，审议通过以下事项：关于2025年度为全资子公司提供担保额度预计的议案：拟为三家全资子公司提供不超过21,000万元人民币的新增担保额度，总计担保额度为22,812.43万元，有效期至2025年12月31日。关于召开2025年第一次临时股东大会的议案：拟于2025年2月27日下午13:30在上海外经大厦20楼第三会议室召开。关于公司拟签订房屋征收补偿协议的议案：公司位于上海市黄浦区的三处房屋被纳入征收范围，可获得征收补偿款合计56,089,816.67元。关于2025年度日常经营性关联交易预计的议案：关联董事回避表决，独立董事发表同意意见。以上议案均需提交2025年第一次临时股东大会审议。表决结果均为赞成9名，反对0名，弃权0名。上海第一医药股份有限公司第十届监事会第十六次（临时）会议决议公告上海第一医药股份有限公司第十届监事会第十六次（临时）会议于2025年2月11日召开，审议通过了《关于2025年度日常经营性关联交易预计的议案》。上海第一医药股份有限公司2025年第一次临时股东大会的通知上海第一医药股份有限公司将于2025年2月27日13点30分召开2025年第一次临时股东大会，地点为上海市徐汇区小木桥路681号20楼第三会议室。会议审议三项议案：1. 关于2025年度为全资子公司提供担保额度预计的议案；2. 关于公司拟签订房屋征收补偿协议的议案；3. 关于2025年度日常经营性关联交易预计的议案。其中，议案3涉及关联股东回避表决，应回避表决的关联股东为百联集团有限公司。上海第一医药股份有限公司关于公司拟签订房屋征收补偿协议的公告根据上海市黄浦区人民政府房屋征收决定，公司位于上海市黄浦区的三处房屋被纳入征收范围，可获得总计56,089,816.67元的征收补偿款。征收对公司业务影响不大，公司将对补偿款进行会计处理，计入当期损益，预计对年度经营业绩有积极影响。上海第一医药股份有限公司关于2025年度日常经营性关联交易预计的公告公司2025年度将与百联集团有限公司及下属企业、国药控股股份有限公司及下属相关企业发生日常经营性关联交易，预计关联交易金额总计60,850,000.00元。上海第一医药股份有限公司关于2025年度为全资子公司提供担保额度预计的公告公司拟为全资子公司第一医药（香港）有限公司、上海汇丰医药药材有限责任公司、上海市第一医药商店连锁经营有限公司提供不超过21,000万元人民币的新增担保额度。担保内容包括但不限于向金融机构申请综合授信、借款、承兑汇票等融资或开展其他日常经营业务。以上内容为证券之星据公开信息整理，由智能算法生成（网信算备310104345710301240019号），不构成投资建议。","news_type":1},"isVote":1,"tweetType":1,"viewCount":101,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":662919049,"gmtCreate":1666135159282,"gmtModify":1666135162030,"author":{"id":"3580802574081613","authorId":"3580802574081613","name":"shogun","avatar":"https://static.tigerbbs.com/a534013bdc5f740e2728b1469992ba20","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3580802574081613","authorIdStr":"3580802574081613"},"themes":[],"htmlText":"高盛反着来，别墅靠大海","listText":"高盛反着来，别墅靠大海","text":"高盛反着来，别墅靠大海","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/662919049","repostId":"1155596382","repostType":4,"repost":{"id":"1155596382","kind":"news","pubTimestamp":1666081413,"share":"https://www.laohu8.com/m/news/1155596382?lang=&edition=full","pubTime":"2022-10-18 16:23","market":"us","language":"zh","title":"“空美股、买港股”！高盛：更看好A股","url":"https://stock-news.laohu8.com/highlight/detail?id=1155596382","media":"华尔街见闻","summary":"相比境外股票，A股较少受到全球宏观经济逆风等因素的影响。","content":"<html><head></head><body><p>高盛在最新报告中建议投资者为追涨中国资产做好准备。</p><p>在10月17日的报告中，高盛集团策略分析师Christian Mueller-Glissmann提出，投资者应当卖出标普500指数的看涨期权，并买入恒生中国企业指数看涨期权。</p><p>高盛在其资产配置中总体减持股票，但在亚洲仍然对中国超配，并且对标普500指数持中性立场。分析师表示，与境外股票相比，他们更亲睐中国A股，<b>因为后者相对较少受到全球宏观经济逆风等因素的影响。</b></p><p>在全球宏观背景不断恶化的情况下，标准普尔500指数今年已下跌23%。</p><p><img height=\"auto\" referrerpolicy=\"no-referrer\" src=\"https://static.tigerbbs.com/88fc2889fe7877f8b9306afa961d6124\" tg-height=\"263\" tg-width=\"640\" width=\"100%\"/></p><p>A股：修复进行中</p><p>今年三季度以来，外部因素对A股的负面影响逐渐减弱，国内经济和政策预期逐渐明朗，A股进入了修复行情。</p><p>中信证券指出，一方面，在通胀约束下美联储年底加息有望如期落地，<b>而市场对于加息恐慌已达到顶点</b>，预期再难进一步恶化。</p><p>另一方面，A股基本面正在稳步修复，<b>9月制造业PMI回升荣枯线上，社融数据整体和结构也优于预期</b>，人民币汇率恢复双向波动，表明汇率贬值和外资流出对A股的负面影响将逐步改善。</p><p>另外，当前市场流动性开始改善，市场风险偏好从底部抬升，而仍然处于低位的估值还有修复空间，<b>存量资金调仓和增量资金入场延续</b>，产生资金接力效应，强化本轮修复行情的持续性。</p><p>美股：利空将近</p><p>与此同时，随着美国经济衰退即将成为确定事件，利空也已逼近美股。</p><p>根据本周一美国银行公布的一项报告，标普500指数成份股公司盈利不及预期，和预期未来盈利下调的公司占比逐渐增多。</p><p>在已发布财报的标普500指数成份股中，只有42%的公司报告营收和利润两项重要指标均高于预期，该比例创下2020年第一季度新冠疫情爆发以来的最低，也低于财报季第一周47%的历史平均水平。</p><p>此前美银预测，由于通胀持续和美联储暴力加息，美股上市公司的盈利增长空间愈发收窄，标普500指数甚至可能回落到3000点附近。和周一的收盘价相比，这意味着美股可能还有18%左右的下跌空间。</p></body></html>","source":"live_wallstreetcn","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta content=\"text/html; charset=utf-8\" http-equiv=\"Content-Type\"/>\n<meta content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\" name=\"viewport\"/>\n<meta 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float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n“空美股、买港股”！高盛：更看好A股\n</h2>\n<h4 class=\"meta\">\n\n\n2022-10-18 16:23 北京时间   <a href=\"https://wallstreetcn.com/articles/3672617\"><strong>华尔街见闻</strong></a>\n</h4>\n</header>\n<article>\n<div>\n<p>高盛在最新报告中建议投资者为追涨中国资产做好准备。在10月17日的报告中，高盛集团策略分析师Christian Mueller-Glissmann提出，投资者应当卖出标普500指数的看涨期权，并买入恒生中国企业指数看涨期权。高盛在其资产配置中总体减持股票，但在亚洲仍然对中国超配，并且对标普500指数持中性立场。分析师表示，与境外股票相比，他们更亲睐中国A股，因为后者相对较少受到全球宏观经济逆风等...</p>\n<a href=\"https://wallstreetcn.com/articles/3672617\">Web Link</a>\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/718d9d0cee89dacb8ae3664167fe24e6","relate_stocks":{"GS":"高盛","000001.SH":"上证指数"},"source_url":"https://wallstreetcn.com/articles/3672617","is_english":false,"share_image_url":"https://static.laohu8.com/cc96873d3d23ee6ac10685520df9c100","article_id":"1155596382","content_text":"高盛在最新报告中建议投资者为追涨中国资产做好准备。在10月17日的报告中，高盛集团策略分析师Christian Mueller-Glissmann提出，投资者应当卖出标普500指数的看涨期权，并买入恒生中国企业指数看涨期权。高盛在其资产配置中总体减持股票，但在亚洲仍然对中国超配，并且对标普500指数持中性立场。分析师表示，与境外股票相比，他们更亲睐中国A股，因为后者相对较少受到全球宏观经济逆风等因素的影响。在全球宏观背景不断恶化的情况下，标准普尔500指数今年已下跌23%。A股：修复进行中今年三季度以来，外部因素对A股的负面影响逐渐减弱，国内经济和政策预期逐渐明朗，A股进入了修复行情。中信证券指出，一方面，在通胀约束下美联储年底加息有望如期落地，而市场对于加息恐慌已达到顶点，预期再难进一步恶化。另一方面，A股基本面正在稳步修复，9月制造业PMI回升荣枯线上，社融数据整体和结构也优于预期，人民币汇率恢复双向波动，表明汇率贬值和外资流出对A股的负面影响将逐步改善。另外，当前市场流动性开始改善，市场风险偏好从底部抬升，而仍然处于低位的估值还有修复空间，存量资金调仓和增量资金入场延续，产生资金接力效应，强化本轮修复行情的持续性。美股：利空将近与此同时，随着美国经济衰退即将成为确定事件，利空也已逼近美股。根据本周一美国银行公布的一项报告，标普500指数成份股公司盈利不及预期，和预期未来盈利下调的公司占比逐渐增多。在已发布财报的标普500指数成份股中，只有42%的公司报告营收和利润两项重要指标均高于预期，该比例创下2020年第一季度新冠疫情爆发以来的最低，也低于财报季第一周47%的历史平均水平。此前美银预测，由于通胀持续和美联储暴力加息，美股上市公司的盈利增长空间愈发收窄，标普500指数甚至可能回落到3000点附近。和周一的收盘价相比，这意味着美股可能还有18%左右的下跌空间。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1828,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":632077751,"gmtCreate":1646185502881,"gmtModify":1646185502881,"author":{"id":"3580802574081613","authorId":"3580802574081613","name":"shogun","avatar":"https://static.tigerbbs.com/a534013bdc5f740e2728b1469992ba20","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3580802574081613","authorIdStr":"3580802574081613"},"themes":[],"htmlText":"<a 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