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智通港股沽空统计|8月8日
智通财经网· 2025-08-08 00:22
前十大沽空金额排行 | 股票名称 | 沽空金额↓ | 沽空比率 | 偏离值 | | --- | --- | --- | --- | | 小米集团-W(01810) | 30.06 亿元 | 18.44% | 5.50% | | 腾讯控股(00700) | 20.99 亿元 | 21.87% | 10.87% | | 阿里巴巴-SW(09988) | 10.88 亿元 | 13.67% | 0.85% | | 美团-W(03690) | 9.37 亿元 | 26.46% | 8.17% | | 比亚迪股份(01211) | 7.59 亿元 | 19.35% | -11.84% | | 石药集团(01093) | 6.80 亿元 | 25.96% | 4.29% | | 康方生物(09926) | 4.97 亿元 | 21.07% | 10.42% | | 中国平安(02318) | 4.97 亿元 | 29.85% | 7.51% | | 理想汽车-W(02015) | 4.66 亿元 | 21.28% | -4.21% | | 快手-W(01024) | 4.60 亿元 | 17.58% | -0.63% | ...
推动产业交流和资本对接 深交所举办生物医药主题创享荟活动
Core Insights - The innovative drug industry is experiencing robust growth, with the innovative drug index rising by 50.2% year-to-date as of August 7 [1] - The China National Medical Products Administration approved 43 innovative drugs in the first half of the year, a 59% increase year-on-year, nearing the total of 48 for the entire year of 2024 [2] - The industry is seeing a shift towards deeper strategic collaborations in overseas licensing, moving from simple product exports to comprehensive partnerships [4] Industry Growth and Trends - The innovative drug sector is benefiting from ongoing drug review reforms and policy incentives, leading to a revitalization of the capital market [2] - Companies like Tigermed are establishing integrated platforms to support clinical research across all stages globally [2] - The R&D expenditure of Shijiazhuang Pharmaceutical Group has increased from 1.583 billion HKD in 2018 to approximately 5.19 billion HKD in 2024, reflecting a consistent double-digit growth [2] International Expansion - In the first half of the year, upfront payments for overseas licensing of innovative drugs exceeded 2.5 billion USD, with total transaction amounts nearing 50 billion USD, comparable to the previous year's figures [4] - Shijiazhuang Pharmaceutical Group has completed four overseas licensing agreements this year, with a total contract value of approximately 9.7 billion USD [4] - The potential for sustainable business development (BD) partnerships depends on the core capabilities of Chinese innovative drug companies [4] AI in Drug Development - AI technology is significantly transforming drug development by shortening research cycles and reducing costs, with applications expanding rapidly [7] - The integration of AI with automation in production processes is expected to enhance quality and reduce costs, promoting sustainable practices [7] - Companies like De Rui Zhi Yao are leveraging AI to drive new drug development, with several innovative drugs already in clinical stages [7][8]
港股通8月7日成交活跃股名单
8月7日恒生指数上涨0.69%,南向资金全天合计成交金额为1407.38亿港元,其中,买入成交707.00亿港 元,卖出成交700.38亿港元,合计净买入金额6.61亿港元。具体来看,港股通(深)累计成交金额 526.81亿港元,买入成交283.53亿港元,卖出成交243.29亿港元,合计净买入金额40.24亿港元;港股通 (沪)累计成交金额880.57亿港元,买入成交423.47亿港元,卖出成交457.10亿港元,合计净卖出金额 33.63亿港元。 | 代码 | 简称 | 成交金额(万港元) | 成交净买入(万港元) | 今日涨跌幅(%) | | --- | --- | --- | --- | --- | | 01810 | 小米集团-W | 1047772.68 | 172172.52 | -3.98 | | 00981 | 中芯国际 | 426693.35 | 49971.98 | 0.76 | | 09988 | 阿里巴巴-W | 443298.37 | 49292.76 | 2.14 | | 00700 | 腾讯控股 | 377791.38 | 42667.88 | -0.26 | | 01347 ...
智通港股通活跃成交|8月7日
智通财经网· 2025-08-07 11:05
Group 1 - Xiaomi Group-W (01810) leads the southbound trading volume on both Shanghai-Hong Kong Stock Connect and Shenzhen-Hong Kong Stock Connect, with transaction amounts of 62.12 billion and 42.66 billion respectively [1][1][1] - The top three companies by trading volume on Shanghai-Hong Kong Stock Connect are Xiaomi Group-W (01810), Yingfu Fund (02800), and Alibaba-W (09988) [1][1] - On Shenzhen-Hong Kong Stock Connect, the top three companies are Xiaomi Group-W (01810), SMIC (00981), and Alibaba-W (09988) [1][1] Group 2 - The net buying amount for Xiaomi Group-W (01810) on Shanghai-Hong Kong Stock Connect is +17.67 billion, while on Shenzhen-Hong Kong Stock Connect it is -45.59 million [1][1] - Alibaba-W (09988) has a net buying amount of +3.25 billion on Shanghai-Hong Kong Stock Connect and +1.68 billion on Shenzhen-Hong Kong Stock Connect [1][1] - SMIC (00981) shows a significant net buying amount of +5.26 billion on Shenzhen-Hong Kong Stock Connect, while it has a net buying amount of -25.94 million on Shanghai-Hong Kong Stock Connect [1][1]
这款进口药退出!PCSK9药物竞争加剧 降脂药下个风口剑指何方?|财经解药
Xin Lang Cai Jing· 2025-08-07 10:15
Core Insights - Sanofi has confirmed the cessation of the promotion of its PCSK9 inhibitor, Alirocumab, in the Chinese market due to global supply issues and a strategic upgrade in its cardiovascular product line [2][3] - The exit of Alirocumab from the market has opened opportunities for domestic pharmaceutical companies to enter the PCSK9 inhibitor space [1][3] Industry Overview - PCSK9 inhibitors are considered a milestone in lipid-lowering therapies, with significant implications for managing high LDL cholesterol levels, which are primarily influenced by genetic factors [1][3] - The understanding of lipoprotein(a) [Lp(a)] in cardiovascular diseases has led to increased interest in developing new lipid-lowering drugs targeting this specific marker [1][7] Market Dynamics - The market for lipid-lowering medications is competitive, with established statin drugs and newer PCSK9 inhibitors being used in combination for optimal patient outcomes [4][5] - There are currently seven approved PCSK9 inhibitors in China, including both imported and domestic products, with ongoing developments from various companies [5][6] Emerging Opportunities - Companies are actively pursuing the development of alternative medications in light of Alirocumab's market exit, indicating a robust interest in the PCSK9 inhibitor segment [3][6] - The market is also seeing advancements in therapies targeting Lp(a), with several multinational corporations engaged in clinical trials for new drugs aimed at lowering Lp(a) levels [7]
图解丨南下资金加仓小米、中芯国际和阿里
Ge Long Hui A P P· 2025-08-07 10:07
Group 1 - Southbound funds net bought Hong Kong stocks worth 661 million HKD today [1] - Notable net purchases include Xiaomi Group-W at 1.722 billion HKD, SMIC at 499 million HKD, Alibaba-W at 492 million HKD, and Tencent Holdings at 426 million HKD [1] - Southbound funds have net bought Tencent for 11 consecutive days, totaling 6.3707 billion HKD, and Alibaba for 4 consecutive days, totaling 2.60865 billion HKD [1] Group 2 - The net selling included the Tracker Fund of Hong Kong at 4.72 billion HKD and Pop Mart at 283 million HKD [1] - Xiaomi Group-W experienced a price drop of 4.0% with a net buy of 1.767 billion HKD [3] - The Tracker Fund of Hong Kong had a slight increase of 0.6% but saw a significant net sell of 4.72 billion HKD [3]
里昂:石药集团股价疲软 惟基本面良好 业务发展进度符预期
Zhi Tong Cai Jing· 2025-08-07 09:19
里昂发布研报称,石药集团(01093)股价表现疲软,主要是市场对国家医保局今日公布的第十一轮带量 采购政策(VBP)措施出现恐慌,特别是要求每家医疗机构每个品种的年需求量不低于2023-2024年度平均 使用量的80%。该行表示,注意到与往年相比,带量采购要求保持不变,而随着VBP政策开始推出优化 措施,市场预期其要求将更加宽松。该行表示,就石药集团而言,第十一轮VBP中并未包含任何产品, 认为公司基本面良好,业务发展进度符合预期。 ...
里昂:石药集团(01093)股价疲软 惟基本面良好 业务发展进度符预期
智通财经网· 2025-08-07 09:13
智通财经APP获悉,里昂发布研报称,石药集团(01093)股价表现疲软,主要是市场对国家医保局今日公 布的第十一轮带量采购政策(VBP)措施出现恐慌,特别是要求每家医疗机构每个品种的年需求量不低于 2023-2024年度平均使用量的80%。该行表示,注意到与往年相比,带量采购要求保持不变,而随着 VBP政策开始推出优化措施,市场预期其要求将更加宽松。该行表示,就石药集团而言,第十一轮VBP 中并未包含任何产品,认为公司基本面良好,业务发展进度符合预期。 ...
港股收盘(08.07) | 恒指收涨0.69% 脑机接口概念尾盘急升 苹果概念股全天活跃
智通财经网· 2025-08-07 08:52
智通财经APP获悉,港股今早探底回升,午后涨幅有所扩大,恒生指数成功站上两万五大关。截止收 盘,恒生指数涨0.69%或171点,报25081.63点,全日成交额为2457.48亿港元;恒生国企指数涨0.55%, 报8981.73点;恒生科技指数涨0.26%,报5546.73点。 国泰海通证券指出,年初以来的中国资产重估行情中,港股整体涨幅较A股更为可观,创新药、新消 费、AI应用等方向亮点纷呈。借鉴历史上港股占优行情,该行认为本轮行情或和其中的2012-2014年具 有一定相似性,港股表现强劲源于部分资产更具稀缺性。展望未来,港股稀缺性资产基本面更优,或吸 引南下持续流入,支撑港股继续向上。 蓝筹股表现 至6%,这带来显著的正向经营杠杆、竞争减少和盈利预估的提升。尽管近期表现优异,但如果增长得 以维持,该行认为该行业估值仍偏低。 1. 苹果概念表现亮眼。截至收盘,高伟电子(01415)涨9.62%,报29.86港元;鸿腾精密(06088)涨6.91%, 报3.25港元;舜宇光学(02382)涨3.3%,报76.75港元;蓝思科技(06613)涨2.93%,报21.1港元。 美国当地时间8月6日,苹果公司宣布追 ...
大行评级|里昂:石药集团基本面良好 业务发展进度符合预期
Jin Rong Jie· 2025-08-07 07:45
里昂发表研究报告指,石药集团股价表现疲软,主要是市场对国家健保局今日公布的第十一轮带量采购 政策(VBP)措施出现恐慌,特别是要求每家医疗机构每个品种的年需求量不低于2023-2024年度平均使用 量的80%。该行表示,注意到与往年相比,带量采购要求保持不变,而随着VBP政策开始推出优化措 施,市场预期其要求将更加宽松。该行表示,就石药集团而言,第十一轮VBP中并未包含任何产品,认 为公司基本面良好,业务发展进度符合预期。 本文源自:金融界AI电报 ...