Title: 连续 4 天，20%涨停！大牛股，爆发！医药板块集体大涨 | BestBlogs.dev

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Published Time: 2026-07-27 15:34:00

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连续 4 天，20%涨停！大牛股，爆发！医药板块集体大涨

Wuzhou Medical hit a 20% limit up for four consecutive days after acquiring XuanZhi Electronics to enter the motor control chip track, with the pharma sector surging overall, and institutions optimistic about the resonating industry fundamentals. Follow·

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AI Summary & Key Points

Summary

On July 27, the A‑share pharma sector rallied collectively, and Wuzhou Medical’s stock once again hit the 20% limit up, achieving a cumulative gain of over 114%. The company announced a plan to fully acquire XuanZhi Electronics Technology (Shanghai) Co., Ltd., crossing over into the motor control chip field to seek a second growth curve and bring in semiconductor‑background investor Jiaxing Huixin. Revenue and profit data for XuanZhi over the past three years were also disclosed. Meanwhile, the pharma index jumped more than 3%, with many pharma stocks hitting limit up or double‑digit gains. Brokerage research reports noted that the financing environment for the pharma industry is improving, the CXO industry is recovering, long‑term structural opportunities for innovative drugs are emerging, and supportive policies for traditional Chinese medicine further boost sector sentiment. The article provides the company’s fundamentals, industry trends, and institutional viewpoints to help investors quickly grasp the full picture of the event.

Main Points

* 1. Wuzhou Medical hit a 20% limit up for four consecutive days, with a cumulative gain exceeding 114%.

The company’s stock surged to a historic high after announcing a major asset‑restructuring plan to fully acquire XuanZhi Electronics, reflecting the market’s positive expectations for its cross‑industry expansion.

* 2. Acquisition of XuanZhi Electronics to enter the motor control chip track, seeking a second growth curve.

XuanZhi focuses on highly integrated motor control chips that have already been deployed in smart equipment and white‑goods; Wuzhou Medical hopes to diversify its business and enhance profit margins through this move.

* 3. The pharma sector rallied overall, with the pharma index jumping more than 3%.

Multiple pharma stocks hit limit up or double‑digit gains, indicating multiple resonances in industry fundamentals and accelerated capital inflows.

* 4. Institutional view: financing environment improves, CXO industry recovers, innovative drugs present long‑term opportunities.

Research reports from China Merchants Securities, Trust Construction Investment, and others point out that relaxed financing channels, revived outsourcing demand, and increased R&D investment in innovative drugs provide solid support for the industry.

* 5. Policy level: traditional Chinese medicine receives a new round of support.

The National Administration of Traditional Chinese Medicine and the NDRC jointly issued the "15th‑Five-Year Plan for the Revitalization and Development of Traditional Chinese Medicine," outlining a goal to establish a full‑life‑cycle service system by 2030, boosting confidence in the sector’s development.

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周乐 2026-07-27 15:34 广东

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券商中国微信公众号：quanshangcn

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一则公告彻底引爆。

今日（7月27日），A股盘中，“大牛股”五洲医疗股价再度爆发，强势录得20%涨停，已连续4个交易日斩获涨停板，7月以来累计涨幅超114%。消息面上，该公司此前公告称，拟收购旋智电子科技（上海）有限公司100%股权，跨界切入电机控制芯片赛道。

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与此同时，A股医药板块亦集体走强，多股录得涨停。多家券商机构认为，基本面多重共振，创新药板块底部企稳回升行情或开启。

20%涨停

今日，A股盘中，五洲医疗股价再度强势封板，录得20%涨停，截至收盘，仍封死涨停板，股价报70.5元/股，创出历史新高，总市值升至48亿元。在此之前，五洲医疗股价已连续录得3个20%涨停板。

公开资料显示，五洲医疗主营一次性使用无菌输注类医疗器械的研发、生产和销售，产品主要包括注射器、穿刺针、输液输血器等医疗耗材。

五洲医疗股价大涨背后，是公司此前公告的一份跨界重组预案。

7月21日晚间，五洲医疗发布公告称，公司拟通过发行股份及支付现金方式，收购旋智电子科技（上海）有限公司100%股权，从一次性无菌输注类医疗器械跨界切入电机控制芯片赛道。该交易预计构成重大资产重组。

公开资料显示，旋智科技成立于2014年，主要从事高集成度电机控制芯片研发设计和销售，产品已应用于智能装备、白色家电、工业控制及汽车电子等领域。

业绩方面，旋智科技2024年、2025年及2026年上半年分别实现营收1.58亿元、2.58亿元和1.90亿元，净利润分别为-4185万元、3279万元和2091万元。

对于此次跨界收购，五洲医疗表示，交易完成后，上市公司将切入电机控制芯片领域，寻求第二增长曲线，加快向新质生产力转型，打造新的利润增长点。

值得注意的是，为了促成本次交易，五洲医疗还引入了具有半导体产业背景的投资方。预案披露，就在重组预案发布前夕（7月20日），嘉兴汇芯企业管理合伙企业（有限合伙）（以下简称“嘉兴汇芯”）与五洲医疗部分股东签署了《股份转让协议》，受让了公司合计11.8071%的股份，转让价格为48.53元/股，总价款约3.9亿元。由此，嘉兴汇芯一举成为持股5%以上的重要股东。

据此前披露的财报，五洲医疗采用“ODM（原始设计制造）+集成供应”模式服务海外医疗器械品牌商，境外收入占比高达96.38%。

业绩方面，2023年至2025年，五洲医疗实现营收分别为5.34亿元、4.77亿元和4.58亿元，归母净利润分别为6026.51万元、3996.98万元和1889.30万元，两项指标均呈逐年下降趋势。五洲医疗方面解释称，受宏观经济环境、行业周期性调整及市场竞争影响，上市公司经营业绩存在一定波动，内生增长动能阶段性受阻。

医药板块大涨

在五洲医疗连续涨停的同时，A股医药股集体走强，截至收盘，医药指数大涨超3%，陇神戎发录得20%涨停，上海凯宝、万邦医药大涨超10%，哈三联强势录得4天3板，海南海药、益佰制药均走出4天2板，昭衍新药接近涨停。

招商证券在此前发布的研究报告中指出，医药行业整体融资环境持续改善，为后续的研发投入提供了扎实的资金保障。作为创新药产业链的“风向标”，CXO（医药外包服务）行业的景气度已从底部确认反转，基本面正迈入健康的右侧上行通道。目前，整个CXO板块正呈现出“订单回暖、业绩兑现、机构持仓增配”的共振特征。

中信建投认为，2026年至今，国内创新药行业的长期结构性机会持续兑现，国内投融资持续改善，新药物形式赛道持续火热并进一步放量，2026年国内CRO/CDMO行业的新签订单及业绩会加速增长，带动CXO产业链进入新一轮发展阶段。

中泰证券指出，医药板块有望成为高位资金寻求低估值、政策强支撑、超跌防御成长赛道时重点关注的板块。

与此同时，中医药板块也迎来政策利好。国家中医药局、国家发展改革委日前发出通知指出，经国务院批复同意，两部门正式印发《中医药振兴发展“十五五”规划》（以下简称《规划》），对“十五五”时期中医药工作作出全面部署。

《规划》提出“十五五”中医药发展的目标：到2030年，覆盖全民和全生命周期的中医药服务体系更加健全，中医药防治重大疾病取得新突破，基层服务提质升级，基础研究能力大幅提升，中药产业创新创造力大幅增强，中医药文化与国际影响力进一步提升，中医药振兴发展迈上新台阶，实现人人享有中医药服务。

## ## 责编：战术恒

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Key Quotes

> The company previously announced that it intends to acquire 100% of the equity of XuanZhi Electronics Technology (Shanghai) Co., Ltd., crossing over into the motor control chip track.

> The overall financing environment for the pharma industry continues to improve, providing solid funding support for subsequent R&D investments.

> Wuzhou Medical’s stock once again surged to a strong limit up, recording a 20% increase; by market close, the limit up remained in place, with the price at 70.5 yuan per share, reaching a historic high.

> The CXO (pharmaceutical outsourcing services) industry’s prosperity has confirmed a reversal from the bottom, and its fundamentals are moving into a healthy upward trajectory on the right side of the curve.

> The "15th‑Five-Year Plan for the Revitalization and Development of Traditional Chinese Medicine" proposes that by 2030, a more comprehensive service system covering the entire population and the full life cycle will be established.

Tags

Pharma Sector

Limit Up

Industry M&A

Financing Environment

Innovative Drugs

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