Group 1 - The majority of Hong Kong biotech stocks experienced declines, with notable drops in several companies [1] - Specifically, Gilead Sciences fell by 15.06%, while Yunkang Group and Pigeon BioPharma dropped over 14% and 9% respectively [2] - Other companies such as China Antibody and Jiahua Bio also saw declines exceeding 7% [1][2] Group 2 - The latest market prices and total market capitalizations for the affected companies include: - Gilead Sciences at 15.510 with a market cap of 14.946 billion - Yunkang Group at 2.300 with a market cap of 1.429 billion - Pigeon BioPharma at 31.760 with a market cap of 12.258 billion - Tengsheng BioPharma at 2.210 with a market cap of 1.590 billion - China Antibody at 3.210 with a market cap of 4.371 billion - Jiahua Bio at 4.460 with a market cap of 2.347 billion [2]

Summary of Key Points Core Viewpoint - The Hong Kong biotechnology sector experienced a significant decline, with most stocks falling sharply, indicating a bearish trend in the market [1]. Company Performance - **Gilead Sciences (歌礼制药-B)**: Decreased by 15.06%, latest price at 15.510, market cap at 14.946 billion [2]. - **Yunkang Group (云康集团)**: Fell by 14.18%, latest price at 2.300, market cap at 1.429 billion [2]. - **PAG Pharmaceuticals (派格生物医药-B)**: Dropped by 9.15%, latest price at 31.760, market cap at 12.258 billion [2]. - **Tengsheng Boao (腾盛博药-B)**: Declined by 8.30%, latest price at 2.210, market cap at 1.590 billion [2]. - **China Antibody (中国抗体-B)**: Decreased by 7.49%, latest price at 3.210, market cap at 4.371 billion [2]. - **Jiahua Biotech (嘉和生物-B)**: Fell by 7.08%, latest price at 4.460, market cap at 2.347 billion [2]. - **Sillod Pharmaceuticals (思路迪医药股份)**: Dropped by 6.06%, latest price at 7.910, market cap at 2.042 billion [2]. - **Tiger Med (泰格医药)**: Decreased by 5.73%, latest price at 54.250, market cap at 46.711 billion [2]. - **Kangji Medical (加科思-B)**: Fell by 5.69%, latest price at 8.120, market cap at 6.404 billion [2]. - **WuXi AppTec (药明巨诺-B)**: Dropped by 5.14%, latest price at 5.720, market cap at 2.382 billion [2]. - **Three Leaf Clover Biotech (三叶草生物-B)**: Decreased by 5.13%, latest price at 0.740, market cap at 0.960 billion [2]. - **Yiming Oncology (宜明昂科-B)**: Fell by 4.76%, latest price at 12.810, market cap at 5.218 billion [2]. - **Junshi Biosciences (君实生物)**: Decreased by 4.69%, latest price at 34.540, market cap at 35.462 billion [2]. - **Zhonghui Biotech (中慧生物-B)**: Fell by 4.39%, latest price at 51.150, market cap at 20.125 billion [2]. - **Zhaoyan New Drug (昭衍新药)**: Decreased by 4.38%, latest price at 23.140, market cap at 17.343 billion [2].

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7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8月4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 ...

机构评级方面，目前暂无机构对该股做出投资评级建议。 行业估值方面，药品及生物科技行业市盈率（TTM）平均值为2.73倍，行业中值6.48倍。加科思-B市盈 率-36.54倍，行业排名第97位；其他精优药业（00858.HK）为1.37倍、金斯瑞生物科技（01548.HK）为 1.76倍、东瑞制药（02348.HK）为3.5倍、吉林长龙药业（08049.HK）为6.14倍、大健康国际 （02211.HK）为6.83倍。 7月30日，截至港股收盘，恒生指数下跌1.36%，报25176.93点。加科思-B（01167.HK）收报8.82港元/ 股，上涨13.22%，成交量2643.51万股，成交额2.33亿港元，振幅25.29%。 最近一个月来，加科思-B累计涨幅84.16%，今年来累计涨幅513.39%，跑赢恒生指数27.24%的涨幅。 财务数据显示，截至2024年12月31日，加科思-B实现营业总收入1.56亿元，同比增长145.13%；归母净 利润-1.56亿元，同比增长56.64%；资产负债率32.08%。 资料显示，加科思药业集团有限公司是一家主要从事临床阶段新药研发的中国投资控股公司。该公司主 要负责创 ...

Group 1 - The Hang Seng Index fell by 0.43%, down 109 points, while the Hang Seng Tech Index dropped by 1.57%. The morning trading volume in Hong Kong stocks was HKD 148.2 billion [1] - The Hang Seng Biotechnology Index rose by 1.77%, with notable gains from MicroPort Medical (00853) up 9.7%, MicroPort NeuroScience (02172) up over 8%, and Innovent Biologics (01801) up 4.85% [1] - WuXi AppTec (02359) increased by 2.24%, WuXi Biologics (02126) rose by 6.5%, and WuXi Biologics (02269) saw an increase of over 3% after announcing the construction of a modular biomanufacturing facility in Singapore [1] Group 2 - Mindray Medical-B (02160) surged by 8.8% as the company is expected to acquire and restructure the MicroPort cardiac rhythm management business, enhancing its product pipeline [2] - Insurance stocks continued to rise, with New China Life Insurance (01336) up 4.47% and China Life Insurance (02628) increasing by 1.5% [3] Group 3 - 361 Degrees (01361) rose by 6.5%, with the company showing steady revenue growth, and institutions expect strong revenue growth for the full year [4] - Dreamscape (01119) increased by 3.5% after signing a capitalization agreement with Playrix, bringing in a long-term strategic partner [5] Group 4 - GAC Group-B (01167) surged over 20% as a concerted action party increased its holdings by over 60,000 shares, raising its stake to 25.36% [6] - Semiconductor stocks collectively declined, with Hua Hong Semiconductor (01347) down 5.3%, SMIC (00981) down 3.9%, and ASMPT (00522) down 2.74% [6]

Market Overview - The Hang Seng Index fell by 0.43%, down 109 points, while the Hang Seng Tech Index decreased by 1.57%. The early trading volume in Hong Kong stocks was HKD 148.2 billion [1]. Biotechnology Sector - The Hang Seng Biotechnology Index rose by 1.77%. Notable gainers included MicroPort Medical (00853) up 9.7%, MicroPort NeuroTech (02172) up over 8%, and Innovent Biologics (01801) up 4.85% [1]. - WuXi AppTec (02359) increased by 2.24%, WuXi Biologics (02126) rose by 6.5%, and WuXi Biologics (02269) saw an increase of over 3% following the announcement of the construction of a modular biologics manufacturing facility in Singapore [1]. - Fosun Pharma (02196) gained over 5% after acquiring exclusive rights for the innovative Alzheimer's drug AR1001 [1]. - HeartCare Medical-B (02160) surged by 8.8% as the company is expected to acquire and restructure MicroPort's cardiac management business, enhancing its product pipeline [1]. Insurance Sector - Insurance stocks continued their upward trend, with New China Life Insurance (01336) rising by 4.47% to reach a new high, and China Life Insurance (02628) increasing by 1.5% [2]. Consumer Sector - 361 Degrees (01361) rose by 6.5%, with institutions expecting strong revenue growth for the full year [3]. - Dreamland (01119) increased by 3.5% after signing a capitalization agreement with Playrix, bringing in a strategic shareholder from the upstream development sector [4]. Semiconductor Sector - Gako Technology-B (01167) surged over 20% as a concerted action party increased its stake by over 60,000 shares, raising its total holding to 25.36% [5]. - Semiconductor stocks collectively declined, with Huahong Semiconductor (01347) down 5.3%, SMIC (00981) down 3.9%, and ASMPT (00522) down 2.74%. Nvidia's order for 300,000 H20 chips and Morgan Stanley's comments on the potential impact of the 520 unlock on local industry sentiment contributed to this decline [5].

本文源自：智通财经网 消息面上，加科思今早公布，公司董事会已获公司一致行动人士成员告知，于2025年7月24日至7月29 日，彼等已于公开市场按7.16港元的平均每股价格继续买入合计6.09万股公司股份。(紧随此次持股增加 之后，截至该公告日期，该一致行动人士成员近期合计买入115.53万股，一致行动人士共持有公司2.01 亿股股份，约占公司已发行股份总数的25.36%。 智通财经获悉，加科思-B(01167)涨超12%，截至发稿，涨11.94%，报8.72港元，成交额6594.94万港 元。 公告指出，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。 ...

消息面上，加科思今早公布，公司董事会已获公司一致行动人士成员告知，于2025年7月24日至7月29 日，彼等已于公开市场按7.16港元的平均每股价格继续买入合计6.09万股公司股份。(紧随此次持股增加 之后，截至该公告日期，该一致行动人士成员近期合计买入115.53万股，一致行动人士共持有公司2.01 亿股股份，约占公司已发行股份总数的25.36%。 公告指出，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)涨超12%，截至发稿，涨11.94%，报8.72港元，成交额6594.94万港元。 ...

公告指出，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。 消息面上，加科思今早公布，公司董事会已获公司一致行动人士成员告知，于2025年7月24日至7月29 日，彼等已于公开市场按7.16港元的平均每股价格继续买入合计6.09万股公司股份。(紧随此次持股增加 之后，截至该公告日期，该一致行动人士成员近期合计买入115.53万股，一致行动人士共持有公司2.01 亿股股份，约占公司已发行股份总数的25.36%。 智通财经APP获悉，加科思-B(01167)涨超12%，截至发稿，涨11.94%，报8.72港元，成交额6594.94万港 元。 ...

本文源自：金融界AI电报 7月30日早间，加科思在港交所公告，董事会已获公司一致行动人士成员告知，于2025年7月24日至7月 29日，彼等已于公开市场按7.16港元的平均每股价格继续买入合计60,900股公司股份。紧随此次持股增 加之后，截至本公告日期，该一致行动人士成员近期合计买入1,155,300股，一致行动人士共持有公司 200,755,285股股份，约占公司已发行股份总数的25.36%。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。 ...