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康哲药业携手新交所 共话新兴市场产业国际化与医药出海新范式
Huan Qiu Wang· 2025-07-18 01:44
Core Insights - 康哲药业 successfully held a forum and appreciation dinner in Singapore to celebrate its secondary listing on the Singapore Exchange, gathering nearly 150 industry leaders and stakeholders [1][3] - The forum focused on the development of the pharmaceutical industry in Singapore and emerging markets, discussing strategies for internationalization and commercialization of innovative drugs [3][5] Industry Overview - Emerging markets, including Asia-Pacific, India, Africa & Middle East, and Latin America, are projected to reach a pharmaceutical market size of $336 to $384 billion by 2028, nearing the $410 billion expected for Western Europe [5] - Singapore is positioned as a hub for capital and innovation, with a shift from traditional third-party logistics to more integrated commercial strategies being essential for sustainable success in Southeast Asia [5] Company Strategy - 康哲药业 aims to expand its strategic vision across the Asia-Pacific market, leveraging its established resources in China and using Singapore as a regional hub to drive innovation through a comprehensive "research-production-sales-investment" model [6][8] - The company has introduced its international business cluster, highlighting its PharmaGend factory, which aims to become the largest and most trusted CMO/CDMO in Southeast Asia, with a production area of approximately 30,000 square meters and dual certifications from the FDA and HSA [8] Innovation and Development - 康哲药业 is establishing a global incubation platform for early-stage biopharmaceutical innovations through its HiGend initiative, enhancing the efficiency of global drug development [9] - The company is also setting up the CMS R&D Institute in 2024, focusing on early-stage innovative drugs, aiming to synchronize "China speed" with global standards [8][9] Market Exploration - Chinese pharmaceutical companies are increasingly exploring emerging markets, with over $10 billion in upfront payments from licensing deals in the past three years, primarily focused on mature markets [11] - The need for a comprehensive internationalization strategy that integrates research, production, and sales is emphasized for sustainable growth in new markets [12]
新加坡交易所证券市场欢迎康哲药业在主板上市
Core Viewpoint - 康哲药业 has successfully completed its secondary listing on the Singapore Exchange, marking a significant milestone in its development and international capital market strategy [1] Company Overview - 康哲药业 is a specialized pharmaceutical company with nearly 30 years of deep roots in China, having established a differentiated product portfolio in key therapeutic areas such as cardiovascular, central nervous system, digestive system, dermatology, and ophthalmology since its listing on the Hong Kong Stock Exchange in 2010 [1] Strategic Intent - The founder and CEO of 康哲药业, 林刚, emphasized that the Singapore listing will enhance the company's international capital market presence and accelerate its internationalization strategy in the pharmaceutical industry, aiming to improve the entire ecosystem of drug research, production, and sales [1] Market Positioning - 新交所's executive vice president, 保得胜, highlighted that 康哲药业's listing reflects the growing demand for medical innovation and accessibility in Asia, positioning the company to expand its business footprint in Southeast Asia and connect with international investors [1] Financial Metrics - At the time of listing, 康哲药业 had a market capitalization of approximately 286.4 billion HKD (around 46.7 billion SGD), and it became the 40th listed company in the healthcare sector on the Singapore Exchange [1] - The opening price of 康哲药业's shares was 2.05 SGD [1]
疯狂!药ETF惊现“乌龙指”,创新药行情再度走强
券商中国· 2025-07-15 23:16
Core Viewpoint - The innovative drug market is experiencing a surge in interest and investment, with significant inflows of capital and strong performance in related stocks [1][5]. Group 1: Market Performance - On July 15, the pharmaceutical ETF (562050) experienced a sharp increase during the opening auction, indicating heightened investor enthusiasm for innovative drugs [2][3]. - The ETF closed up 0.59% at 1.017 yuan per share, with a total trading volume of approximately 26.34 million yuan and a turnover rate of 22.94% [4]. - A-shares in innovative drugs have shown notable gains, with companies like ShenZhou Cell rising nearly 50% in the past month, and others like BoRui Medicine and Jilin AoDong increasing over 10% [5]. Group 2: Fund Performance and Strategy - The latest public fund reports reveal a significant shift towards innovative drugs, with the Changcheng Pharmaceutical Industry Selected Fund achieving over 90% returns, increasing its scale nearly 30 times in the second quarter [6][9]. - The fund manager of Yongying Medical Health Fund indicated a complete portfolio overhaul towards innovative drugs, with top holdings including ShuTaiShen and Rejing Biology, the latter seeing a staggering 443.59% increase this year [6][7]. - The Changcheng fund plans to continue focusing on innovative drugs in the third quarter, emphasizing clinical data, overseas licensing, and domestic sales growth [8]. Group 3: Policy and Market Trends - The innovative drug sector is benefiting from favorable policy developments, with the National Medical Insurance Bureau initiating adjustments to the drug catalog for 2025 [10]. - Data shows that the total amount for Chinese innovative drug licenses reached nearly 66 billion USD in the first half of 2025, surpassing the total for 2024, indicating a rapid rise in global competitiveness [11]. - The current market rally is primarily driven by clinical results and expectations for overseas licensing, with a focus on companies that have the potential for international expansion and those that have successfully transformed [11].
【环球财经】康哲药业在新交所主板二次上市
Xin Hua Cai Jing· 2025-07-15 10:16
中国医药企业康哲药业控股有限公司(简称康哲药业)15日在新加坡交易所主板完成第二上市,股票代 码"8A8",开盘报2.05新元/股,盘中涨幅一度达13.17%,收盘报2.28新元/股,收涨11.22%。 康哲药业成立于1992年,2010年在香港上市,已建立医药产品全生命周期管理体系,覆盖从靶点识别到 临床开发,再到产品注册及商业化推广的每一个环节。本次上市使康哲成为新交所医疗保健板块第40家 企业。 "随着国家推进'一带一路'倡议,我们看到东南亚、中东市场有巨大的潜力。"康哲药业主席兼行政总 裁、总裁林刚接受新华财经记者采访时表示。"过去三年,我们已在新加坡为核心的东南亚地区及中东 累计投资超过1亿美元,建立销售网络、研发机构和生产基地,并对本地企业进行投资,形成'研发、生 产、销售、投资'四位一体布局。此次选择在新交所上市,是企业国际化的重要节点,有助于增强区域 市场和客户的认知。" 新加坡交易所集团大中华区资本市场主管谢采含接受新华财经记者采访时表示,康哲药业的成功上市, 反映了更多中国企业对新加坡市场的兴趣。"近年来,新交所通过政策优化吸引区域企业,包括税收优 惠、二级市场资金支持及监管流程优化。"她 ...
康哲药业(00867) - 成功於新加坡交易所完成第二上市
2025-07-15 09:36
香港交易及結算所有限公司及香港聯合交易所有限公司對本公告的內容概不負責,對其 準確性或完整性亦不發表任何聲明,並表明概不就因本公告全部或任何部分內容而產生 或因倚賴該等內容而引致的任何損失承擔任何責任。 本公告僅供參考,並不構成收購、購買或認購本公司任何證券的邀請或要約。 茲提述China Medical System Holdings Limited(「本公司」)日期分別為二零二五年六 月二十四日、六月二十七日及七月十四日之有關於新加坡證券交易所有限公司(「新交 所」)主板作建議第二上市之公告,以及本公司日期為二零二五年六月二十七日之海外 監管公告,隨附本公司發佈的關於建議第二上市的介紹文件(「介紹文件」)。 董事會欣然宣佈,本公司普通股(「股份」)今日以介紹方式成功於新交所上市。股份 將以股份代號"8A8"於新交所主板以每手100股股份的買賣單位進行買賣。股份仍於香港 聯合交易所有限公司主板作主要上市及買賣。 本公司新加坡股份過戶代理之詳情如下: 彥德企業服務有限公司 36 Robinson Road #20-01 City House Singapore 068877 CHINA MEDICAL SYS ...
港股收评:午后强势拉升!科指大涨2.8%,稳定币、生物医药股走高
Ge Long Hui· 2025-07-15 08:41
Group 1 - China's Q2 GDP growth reached 5.2%, exceeding expectations, leading to a rally in Hong Kong stocks [1] - The Hang Seng Technology Index surged by 2.8%, while the Hang Seng Index and the National Enterprises Index rose by 1.6% and 1.65% respectively [1][2] - Major technology stocks performed strongly, with Alibaba rising nearly 7%, Meituan and Baidu up over 4%, and Tencent increasing by 3.5% [2][4] Group 2 - The cryptocurrency sector faced challenges, with Bitcoin dropping below $117,000, leading to a decline in related stocks [2] - Real estate development investment in China fell by 11.2% year-on-year in the first half of the year, impacting domestic property stocks significantly [2][13] - The construction materials and cement stocks also saw declines, with major players like Jinyu Group and Anhui Conch Cement dropping over 6% and 4% respectively [11][12] Group 3 - The innovative drug sector showed strength, with companies like BeiGene and CSPC Pharmaceutical rising over 7% [7][8] - Stablecoin-related stocks performed well, with Yunfeng Financial increasing by 19.5% and Weishi Jiajie up by 11% [9][10] - The entertainment sector saw gains, with China Star Group rising over 10% and Tencent Music increasing by over 5% [15] Group 4 - Southbound funds recorded a net inflow of HKD 3.824 billion, indicating strong interest in Hong Kong stocks [18] - Analysts noted a shift in investor sentiment towards undervalued stocks, with some funds looking to capitalize on recent price corrections in major internet companies [17]
康哲药业,以介绍方式在新加坡第二上市
Xin Lang Cai Jing· 2025-07-15 07:40
Group 1 - The core viewpoint of the article is that Kangzheng Pharmaceutical (00867.HK) has announced a secondary listing on the Singapore Exchange, which aims to enhance its business presence in Southeast Asia and tap into the mature investor market in Singapore [1] - The company emphasizes that Southeast Asia, with a population of nearly 700 million, is experiencing rising pharmaceutical demand due to economic growth, an expanding middle class, aging populations, and an increase in non-communicable diseases [1] - Kangzheng Pharmaceutical has established Singapore as its regional headquarters for Southeast Asia and the Middle East [1] Group 2 - Kangzheng Pharmaceutical was listed in Hong Kong on September 28, 2010, and focuses on specialized fields such as cardiovascular, central nervous system, digestive, and ophthalmology [1] - The company currently has five innovative drugs in the commercialization stage, including "Meitai Tong" for psoriasis and "Laifulan" for methylene blue enteric-coated sustained-release tablets, along with three drugs entering national procurement [1] - As of the latest trading session, Kangzheng Pharmaceutical's stock price was HK$12.94, with a total market capitalization of HK$31.567 billion [2]
新交所迎康哲药业,大中华区上市企业破百
新交所凭借高效流程、国际投资者基础及政策支持,持续吸引中资企业。 "新交所上市公司中,目前有100家大中华区的企业,占新交所上市公司数量的近20%。"新交所大中华 区资本市场主管谢采含在接受记者采访时表示,新交所高效的上市流程、国际投资者基础及一系列市场 优化政策,持续吸引更多企业到来。 康哲药业二次上市 7月15日,康哲药业(0867.HK)正式通过"介绍上市"方式在新交所二次挂牌,成为年内又一家选择新 交所作为国际资本跳板的中资企业。 康哲药业执行董事、副总裁兼CFO陈燕玲对记者表示,此次上市不涉及新股发行,核心目标在于吸引亚 太资本、优化股东结构以及进一步拓展海外市场。 "康哲药业选择在新加坡交易所二次上市,可进一步完善国际资本市场布局,吸引专注亚太投资的基金 及东南亚本土资本,优化股东结构。"陈燕玲在接受21世纪经济报道采访时表示。 康哲药业成立于1995年,2010年在港交所上市,公司已构建心脑血管/消化、皮肤健康、眼科三大业务 板块。 近年来,随着全球医药市场的不断变化和竞争的加剧,康哲药业开始将目光投向更广阔的亚太市场,尤 其是东南亚和中东地区。 此次新加坡二次上市,是康哲药业实施医药产业国际化 ...
康哲药业拟在新加坡交易所二次上市;连连数字拟折让10%配股融资丨港交所早参
Mei Ri Jing Ji Xin Wen· 2025-07-14 17:11
Group 1: Company Actions and Financials - Lianlian Digital plans to issue 38.4 million new H-shares at a price of HKD 10.25 per share, representing a 10.09% discount from the last closing price, aiming to raise approximately HKD 393.6 million for global payment innovations and business expansion [1] - Kangji Pharmaceutical announced its intention to list on the Singapore Exchange, which is expected to enhance its international visibility and broaden financing channels [3] - China Shipbuilding Defense anticipates a net profit of HKD 460 million to HKD 540 million for the first half of 2025, reflecting a year-on-year increase of 213.25% to 267.73%, driven by improved production efficiency and revenue from ship products [4] Group 2: Industry Trends - The healthcare sector in Hong Kong has seen a significant increase in IPOs, with 11 companies raising a total of approximately HKD 18.119 billion, indicating strong market interest in the healthcare industry [2] - The overall performance of the Hong Kong stock market shows positive trends, with the Hang Seng Index rising by 0.26% [5]
康哲药业(00867) - 自愿性及业务进展公告 创新药高选择性TYK2抑制剂CMS-D001获得特...
2025-07-14 10:57
香港交易及結算所有限公司及香港聯合交易所有限公司對本公告的內容概不負責,對其 準確性或完整性亦不發表任何聲明,並表明概不就因本公告全部或任何部分內容而產生 或因倚賴該等內容而引致的任何損失承擔任何責任。 自願性及業務進展公告 創新藥高選擇性TYK2抑制劑CMS-D001 獲得特應性皮炎適應症藥物臨床試驗批准通知書 China Medical System Holdings Limited(「本公司」,連同附屬公司統稱為「本集團」) 欣然宣佈,旗下德鎂醫藥有限公司(「德鎂醫藥」,專業聚焦皮膚健康的創新型醫藥企 業,正申請於香港聯合交易所有限公司主板獨立上市,詳見本公司日期為二零二五年四 月 二 十 二 日 發 佈 的 公 告 ) 連 同 其 附 屬 公 司 自 主 研 發 的 創 新 藥 CMS-D001 片 (「CMS-D001」)於二零二五年七月十一日獲得中國國家藥品監督管理局(「NMPA」) 簽發的藥物臨床試驗批准通知書。NMPA同意開展臨床試驗以評價CMS-D001治療特應 性皮炎(AD)的安全性和有效性。 CMS-D001 存在便利性、有效性不足或安全性不佳等問題,臨床亟需新的治療選擇。 臨床前研究數 ...