上述一致行动人士成员表示对公司的整体发展前景、增长潜力及其股份的长期投资价值充满信心。在遵 守适用法律及监管规定的前提下，并不排除其可能适时进一步增持公司股份。 智通财经APP讯，加科思-B(01167)公布，于2025年9月1日至9月3日，公司一致行动人士成员已于公开市 场按10.16港元的平均每股价格继续买入合计40.2万股公司股份。紧随此次持股增加之后，截至本公告日 期，一致行动人士共持有公司201,157,285股股份，约占公司已发行股份总数的25.41%。 ...

上述一致行动人士成员表示对公司的整体发展前景、增长潜力及其股份的长期投资价值充满信心。在遵 守适用法律及监管规定的前提下，并不排除其可能适时进一步增持公司股份。 加科思-B(01167)公布，于2025年9月1日至9月3日，公司一致行动人士成员已于公开市场按10.16港元的 平均每股价格继续买入合计40.2万股公司股份。紧随此次持股增加之后，截至本公告日期，一致行动人 士共持有公司201,157,285股股份，约占公司已发行股份总数的25.41%。 ...

JACOBIO PHARMACEUTICALS GROUP CO., LTD. 加 科 思 藥 業 集 團 有 限 公 司 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之內容概不負責，對其 準確性或完整性亦不發表任何聲明，並明確表示，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。 本公司董事會（「董事會」）已獲公司一致行動人士成員告知，於2025年9月1日至9月3日，彼 等已於公開市場按10.16港元的平均每股價格繼續買入合計402,000股本公司股份（「股份」）。 緊隨此次持股增加之後，截至本公告日期，一致行動人士共持有本公司201,157,285股股份， 約佔本公司已發行股份總數的25.41%。 上述一致行動人士成員表示對本公司的整體發展前景、增長潛力及其股份的長期投資價 值充滿信心。在遵守適用法律及監管規定的前提下，並不排除其可能適時進一步增持本 公司股份。 根據本公司所得資料及據董事會所知，本次增持已遵照適用法律、規則及條文（包括《香 港聯合交易所有限公司證券上市規則》附錄C3所載的《上市發行人董事進行證券交易的標 準守則》進行。 承董事會命 加科思 ...

股份發行人及根據《上市規則》第十九B章上市的香港預託證券發行人的證券變動月報表 截至月份: 2025年8月31日 狀態: 新提交 致：香港交易及結算所有限公司 公司名稱: 加科思藥業集團有限公司 呈交日期: 2025年9月3日 I. 法定/註冊股本變動 | 1. 股份分類 | 普通股 | 股份類別 | 不適用 | | 於香港聯交所上市 (註1) | | 是 | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 證券代號 (如上市) | 01167 | 說明 | | | | | | | | | | 法定/註冊股份數目 | | | 面值 | | 法定/註冊股本 | | | 上月底結存 | | | 1,000,000,000 | USD | | 0.0001 USD | | 100,000 | | 增加 / 減少 (-) | | | 0 | | | USD | | 0 | | 本月底結存 | | | 1,000,000,000 | USD | | 0.0001 USD | | 100,000 | 本月底法定/註冊股本總額： USD 100,000 ...

国信证券指出，医药板块在上半年股价表现出色，受益于持续不断的BD出海落地、优秀的临床数据读 出以及政策端的支持，创新药板块领涨。创新药板块处于销售快速放量期，随着一系列重磅品种获批上 市并被纳入医保，在国内的产品销售迎来快速增长；同时，百济神州、和黄医药等公司的产品在海外成 功实现商业化，也成为了营收的一大增量。另一方面，对外授权收入也成为了创新药公司的重要收入来 源。 医药股早盘继续走高，截至发稿，百济神州(06160)涨7.87%，报209.8港元；三叶草生物-B(02197)涨 6.03%，报1.23港元；泰格医药（300347）(03347)涨5.03%，报50.5港元；映恩生物-B(09606)涨3.09%， 报360港元；加科思-B(01167)涨3%，报10.3港元。 消息面上，医药股再迎利好。香港联交所最新资料显示，8月26日，贝莱德增持三生制药4760.475万 股，每股作价30.1096港元，总金额约为14.33亿港元。增持后最新持股数目约为1.24亿股，最新持股比 例为5.1%。值得一提的是，今年上半年，港股药企业绩整体表现稳健，恒瑞医药（600276）收入和利 润均创新高；翰森制药里程 ...

Group 1 - Pharmaceutical stocks continued to rise, with notable increases in companies such as BeiGene (up 7.87% to HKD 209.8), Clover Biopharmaceuticals (up 6.03% to HKD 1.23), and Tigermed (up 5.03% to HKD 50.5) [1] - BlackRock increased its stake in 3SBio by acquiring approximately 47.6 million shares at a price of HKD 30.1096 per share, totaling around HKD 14.33 billion, raising its ownership to about 124 million shares or 5.1% [1] - The overall performance of Hong Kong pharmaceutical companies was robust in the first half of the year, with companies like Heng Rui Medicine achieving record revenue and profit, and Hansoh Pharmaceutical exceeding revenue expectations [1] Group 2 - The pharmaceutical sector performed well in the first half of the year, driven by continuous business development overseas, strong clinical data, and supportive policies, with the innovative drug sector leading the gains [2] - The innovative drug sector is experiencing rapid sales growth as several key products have been approved and included in medical insurance, leading to increased domestic sales [2] - Companies like BeiGene and Hutchison China MediTech have successfully commercialized their products overseas, contributing significantly to revenue growth [2]

加科思 摘要 加科思四大核心项目进展顺利，尤其 pan KRAS 抑制剂(JAB-23,173)全 球领先，预计 2025 年底获剂量数据，2026 上半年披露完整临床结果， 安全性良好，皮肤毒性仅 10%为一级，市场潜力巨大，或达 200 亿美 元峰值。 SHIP2 抑制剂加该雷赛已在中国获批上市，用于二线非小细胞肺癌，权 益已部分转让给艾力斯，获 9 亿人民币，已收到首付款 2 亿及里程碑付 款 5,000 万人民币，消化道毒性低于 10%，优于同类产品。 CDK2 抑制剂与克莱雷赛联合用药一线非小细胞肺癌治疗进入三期注册 临床，数据下半年发表，为全球首个进入此阶段的口服组合疗法，客观 缓解率（ORR）达 77%，无进展生存期（PFS）达 12 个月。 TADC 平台首个项目 EX600 取得初步成功，公司正积极开发更多具有国 际竞争力的新型抗体偶联药物，尤其关注 KRAS 和 STING 两个方向，旨 在提高疗效并扩大安全窗。 克莱雷赛作为 KRAS G12C 抑制剂，安全性优势显著，消化道毒性仅 5%-8%，远低于竞争对手，已获批用于中国二线非小细胞肺癌，触发 5,000 万人民币里程碑付款，并计划联 ...

Group 1 - Pharmaceutical stocks in Hong Kong have shown strong performance, with notable gains in companies such as 加科思-B (up 23.18%), 三叶草生物-B (up 22.09%), and others [1] - The overall performance of Hong Kong pharmaceutical companies in the first half of the year has been robust, with 恒瑞医药 achieving record high revenue and profit, and 翰森制药 exceeding revenue expectations [1] - Upcoming major conferences, including the World Lung Cancer Conference (WCLC) and the European Society for Medical Oncology (ESMO), will showcase research results from innovative domestic drugs [1] Group 2 - 海通国际 maintains a positive outlook on Hong Kong pharmaceutical companies due to their stable cash flow, rich R&D pipelines, and normalizing external licensing revenues [2] - The recent slight pullback in the Hong Kong pharmaceutical sector is attributed to rapid fund rotation, with expectations of short-term fluctuations [2] - The long-term value reassessment logic in the pharmaceutical industry remains unchanged, supported by the engineer dividend and a rich catalyst environment in the innovative drug industry [2]

Group 1 - Hong Kong pharmaceutical stocks experienced a significant rise in the afternoon session, with notable gains across various companies [1] - JACOBSON-B surged over 20%, indicating strong investor interest and market confidence [1] - Other companies such as Clover Biopharma-B and Beihai Kangcheng-B saw increases of over 10%, while Xinda Biopharma rose over 8% and WuXi AppTec increased by over 6% [1]

Market Overview - A-shares experienced slight fluctuations with major indices like the Shenzhen Component Index, CSI 300, and STAR 50 reaching new highs, while the ChiNext Index surpassed 2900 points [1] - The market saw more gainers than losers, with stable trading volume [1] Sector Performance - The Shanghai Composite Index closed at 3862.65, up by 0.12%, while the Shenzhen Component Index rose to 12710.24, up by 0.11%. The ChiNext Index increased by 0.55% to 2906.03 [2] - Sectors such as gold, pharmaceuticals, advertising, and general retail showed significant gains, while aerospace equipment, glass fiber, insurance, and wind power equipment faced declines [2] Gold Market Dynamics - Gold prices surged, leading to a collective rise in gold stocks, with the sector index increasing over 4% to reach a historical high. Trading volume approached the previous day's total within just half a day [3] - International spot gold prices saw a substantial increase, with domestic gold futures also rising significantly, surpassing 800 yuan per contract, marking a two-and-a-half-month high [4] Geopolitical Influences - Rising geopolitical tensions, including attacks on Russian oil export terminals and ongoing conflicts in Gaza, have heightened risk aversion, boosting gold's appeal as a safe-haven asset [5] - Concerns over global economic slowdown were exacerbated by the U.S. imposing a 50% tariff on Indian goods, further enhancing gold's attractiveness [5] Pharmaceutical Sector Activity - The pharmaceutical and biotechnology sector rebounded, with sub-sectors like chemical drugs, innovative drugs, and weight-loss drugs collectively rising over 2%. Companies like Hai Chen Pharmaceutical and Yi Pin Hong saw significant stock price increases [6] - Hong Kong's pharmaceutical stocks also performed strongly, with indices like the Hong Kong Stock Connect Innovative Drug Index rising over 4% [9] Fund Activity in Pharmaceuticals - A significant number of pharmaceutical companies reported revenue growth in their semi-annual reports, with 67 out of over 100 companies achieving year-on-year revenue increases [11] - Prominent fund managers have increased their holdings in pharmaceutical stocks, indicating a bullish outlook for the sector [12]