石药集团(1093.HK)持续上涨行情，目前涨5.5%报8.7港元，近4日累计升幅近20%，总市值重回千亿港元大关。消息上，根据香港联交所最新披露的文件， 蔡东晨于12月22日以每股均价8.1957港元增持石药集团345.4万股普通股股份，价值约1.1亿港元。增持后，蔡东晨最新持股数目为29.1亿股股份，好仓比例由 25.14%升至25.26%。 ...

Core Viewpoint - The stock of CSPC Pharmaceutical Group (01093) has risen over 4%, currently trading at HKD 8.59 with a transaction volume of HKD 443 million, following significant insider buying and the approval of a new drug for clinical trials [1] Group 1: Stock Performance - CSPC Pharmaceutical Group's stock increased by 4.12% to HKD 8.59 [1] - The trading volume reached HKD 443 million [1] Group 2: Insider Activity - Chairman and Executive Director Cai Dongchen purchased 13.454 million shares at HKD 8.1957 each, totaling approximately HKD 110 million [1] - Post-purchase, the total number of shares held by Cai is about 2.91 billion, representing a 25.26% ownership stake [1] Group 3: Product Development - CSPC has received approval from the National Medical Products Administration of China for its self-developed SYH2085 tablet to conduct clinical trials [1] - SYH2085 is a novel oral small molecule candidate aimed at inhibiting the RNA polymerase acidic protein (PA) endonuclease activity of the influenza virus, targeting treatment for adults and adolescents aged 12 and above with uncomplicated influenza A and B [1] - This product is expected to be an effective treatment for influenza, enhancing the company's product pipeline in the field of anti-infective therapies [1]

Group 1 - The core viewpoint of the article highlights the significant increase in the stock price of CSPC Pharmaceutical Group, which rose over 4% to HKD 8.59, with a trading volume of HKD 443 million [1] - The chairman and executive director, Cai Dongchen, increased his stake in CSPC Pharmaceutical by acquiring 13.454 million shares at a price of HKD 8.1957 per share, totaling approximately HKD 110 million. After this purchase, his total shareholding reached about 2.91 billion shares, representing a 25.26% ownership stake [1] - CSPC Pharmaceutical announced that its developed drug SYH2085 has received approval from the National Medical Products Administration of China to conduct clinical trials. This innovative drug is designed to inhibit the RNA polymerase acidic protein (PA) endonuclease activity of the influenza virus and is intended for treating uncomplicated influenza in adults and adolescents aged 12 and above [1] Group 2 - The approval of SYH2085 for clinical trials is expected to enhance the company's product pipeline in the field of anti-infective treatments, indicating a high clinical development value for the drug [1]

Group 1 - The top short-selling ratios are led by China Resources Beer (80291) at 100.00%, Meituan (83690) at 93.03%, and CNOOC (80883) at 85.70% [1][2] - The highest short-selling amounts are recorded for Alibaba (09988) at 1.293 billion, Tencent (00700) at 1.242 billion, and Xiaomi (01810) at 1.084 billion [1][3] - The highest deviation values are noted for Far East Development (00035) at 56.81%, CNOOC (80883) at 55.68%, and Meituan (83690) at 52.53% [1][2] Group 2 - The top short-selling amount rankings show Alibaba at 1.293 billion with a short-selling ratio of 15.00%, Tencent at 1.242 billion with a ratio of 14.58%, and Xiaomi at 1.084 billion with a ratio of 16.39% [3] - The short-selling ratio rankings indicate that China Resources Beer has the highest ratio at 100.00%, followed by Meituan at 93.03%, and CNOOC at 85.70% [2] - The deviation values highlight that Far East Development has the highest deviation at 56.81%, followed by CNOOC at 55.68%, and Meituan at 52.53% [3]

备注：持股数变动有可能因供股、合股、拆股等情况引起，请注意对照实际情况进行辨别。 智通财经APP获悉，声通科技(N23040)、石药集团(01093)、汇德收购-Z(07841)于2025年12月23日进行了 最新股东权益披露。 | 股票名称 | 机构名称 | 性质 | 变动前持股 | 变动后持股 | 持股比 | | --- | --- | --- | --- | --- | --- | | 声通科技 | 杨晓源 | 好仓 | 12.75 万股 | 12.15 万股 | 0.43%(最新) | | (N23040) | | | | | 0.44%(前次) | | 石药集团(01093) | 蔡东晨 | 好仓 | 28.97 亿股 | 29.10 亿股 | 25.26%(最新) | | | | | | | 25.14%(前次) | | 汇德收购 | Alibaba.com | 好仓 | 8601.86 万股 | 7776.31 万股 | 16.97%(最新) | | Z(07841) | International | | | | 18.77%(前次) | | | (Cayman) Holding | | | ...

责任编辑：卢昱君 热点栏目 自选股 数据中心 行情中心 资金流向 模拟交易 客户端 热点栏目 自选股 数据中心 行情中心 资金流向 模拟交易 客户端 香港联交所最新资料显示，12月22日，主席兼执行董事蔡东晨增持石药集团（01093）1345.4万股，每 股作价8.1957港元，总金额约为1.1亿港元。增持后最新持股数目约为29.1亿股，最新持股比例为 25.26%。 香港联交所最新资料显示，12月22日，主席兼执行董事蔡东晨增持石药集团（01093）1345.4万股，每 股作价8.1957港元，总金额约为1.1亿港元。增持后最新持股数目约为29.1亿股，最新持股比例为 25.26%。 责任编辑：卢昱君 ...

Group 1 - Xiaomi Group-W (01810) had a net inflow of 904 million, representing a 17.60% increase in net inflow [1][2] - Meituan-W (03690) experienced a net inflow of 476 million, with a net inflow ratio of 20.69% [1][2] - Changfei Optical Fiber Cable (06869) saw a net inflow of 356 million, corresponding to a 12.70% increase [1][2] Group 2 - The top three stocks with the highest net outflow were: - Yingfu Fund (02800) with a net outflow of -1.42 billion, a decrease of -14.05% [1][2] - China Mobile (00941) with a net outflow of -1.295 billion, reflecting a -49.14% decrease [1][2] - Innovent Biologics (01801) with a net outflow of -271 million, a -32.88% decrease [1][2] Group 3 - The top three stocks with the highest net inflow ratio were: - Southern Hang Seng Index ETF (03037) with a net inflow ratio of 84.61% [1][2] - ICBC Southern China (03167) with a net inflow ratio of 75.00% [1][2] - Midea Real Estate (03990) with a net inflow ratio of 65.00% [1][2] Group 4 - The top three stocks with the highest net outflow ratio were: - Wan Guo Gold Group-Old (02979) with a net outflow ratio of -100.00% [1][3] - New Idea Network Group (01686) with a net outflow ratio of -71.51% [1][3] - Ruian Real Estate (00272) with a net outflow ratio of -71.45% [1][3]

增持后，蔡东晨最新持股数目为2,910,198,670股，持股比例由25.14%上升至25.26%。 格隆汇12月23日丨根据联交所最新权益披露资料显示，2025年12月22日，石药集团(01093.HK)获执行董事兼主席蔡东晨在场内以每股均价8.1957港元增持 1345.4万股，涉资约1.10亿港元。 | 股份代號: | 01093 | | --- | --- | | 上市法國名稱: | 石藥集國有限公司 | | 日期 (日 / 月 / 年): | 23/11/2025 - 23/12/20 | | 表格序號 | 大股東/董事/最高行政人員名稱 作出披露的 買入 / 費出或涉及的股 每股的平均價 | | | | 持有權益的股份數目 佔已發行的 有關事件的出 | | | --- | --- | --- | --- | --- | --- | --- | | | 份數目 | 三次 | | | (請參閱上述*註解)有投票權股 (日 / 月 / 年 | | | | | | | | 份自分比 | | | DA20251222E00266 | 啓東晨 | 1101(L) | 13,454,000(L | HKD 8. ...

Core Insights - On December 22, 2023, CSPC Pharmaceutical Group made its first appearance on the Hong Kong Stock Connect active trading list in nearly a month [2][3] - The total trading volume of active stocks on the Hong Kong Stock Connect reached HKD 315.99 billion, accounting for 35.82% of the day's total trading amount, with a net buying amount of HKD 17.47 billion [2] - Alibaba-W led the trading volume with HKD 63.20 billion, followed by SMIC and Xiaomi Group-W with HKD 56.70 billion and HKD 40.84 billion, respectively [2] Trading Activity Summary - CSPC Pharmaceutical Group had a trading volume of HKD 5.84 billion on December 22, with a net buying amount of HKD 0.16 billion, and the stock closed up by 0.61% [2][3] - The most frequently listed stocks in the past month include Alibaba-W and Tencent Holdings, each appearing 21 times, indicating strong interest from Hong Kong Stock Connect funds [2] - The trading data for other notable stocks includes Tencent Holdings at HKD 38.08 billion, SMIC at HKD 56.70 billion, and Xiaomi Group-W at HKD 40.84 billion, all showing significant trading activity [2]

Core Viewpoint - Recently, Shiyao Group (01093HK) has made significant announcements, including its subsidiary XinNuoWei (300765) submitting an IPO application to the Hong Kong Stock Exchange and the appointment of Cai Lei as CEO, indicating a strategic shift towards innovation and R&D investment during a challenging performance period [1][2] Group 1: Management Changes - Cai Lei, the son of the chairman Cai Dongchen, has been appointed as CEO, which is seen as a positive signal for the company's transformation strategy due to his familiarity with the company [1][3] - The management restructuring is part of a broader transition from a generic drug giant to an innovation-driven pharmaceutical company, with a focus on R&D and international expansion [2][5] Group 2: R&D Investment - Shiyao Group has significantly increased its R&D investment, reaching 5.7 billion yuan in 2024, maintaining double-digit growth for several years [5] - The company has 15 clinical-stage drugs in development, with 9 being ADC drugs, and has secured over $1.2 billion in international collaborations [4][6] Group 3: Financial Performance - For the first three quarters, Shiyao Group reported revenues of 19.891 billion yuan, a year-on-year decrease of 12.32%, and a net profit of 3.511 billion yuan, down 7.06%, primarily due to drug procurement and price adjustments [8] - Despite the revenue decline, R&D expenses reached 4.185 billion yuan, a year-on-year increase of 7.9%, accounting for 27.1% of the revenue from the core pharmaceutical business [8] Group 4: Strategic Initiatives - The company is focusing on business integration and resource synergy, particularly with the restructuring of ST Jingfeng (Jingfeng Pharmaceutical), where it invested 526 million yuan to gain control [7] - The integration aims to leverage Jingfeng's capabilities in cardiovascular, orthopedic, and anti-tumor plant drugs to enhance market share and product upgrades [7]