8月21日早盘，创新药概念集体高开，恒瑞医药绩后涨超1%;，港股医药ETF (159718.SZ)现涨0.66%。成 分股平安好医生(01833)上涨7.69%，丽珠医药(01513)上涨5.95%，金斯瑞生物科技(01548)上涨4.62%， 中国生物制药(01177)，科伦博泰生物-B(06990)等个股跟涨。 港股医药ETF板块构成均衡，不仅包含创新药，还涵盖CXO、互联网医疗、创新器械等港股特色标的， 是投资者配置港股医药板块的便捷标准化工具。建议关注港股医药ETF(159718.SZ)及其联接基金(A 类:019598,C类:019599)。 消息面上，恒瑞医药发布半年报，25H1营业收入157.61亿元,同比增长15.88%；归母净利润44.5亿元， 同比增长29.67%；第二季度营业收入85.56亿元，同比增长12.53%；归母净利润25.76亿元，同比增长 24.88%。 以上内容与数据，与有连云立场无关，不构成投资建议。据此操作，风险自担。 值得注意的是，恒瑞拟以自有资金，采用集中竞价交易方式从二级市场回购A股股份，用于A股员工持 股计划。拟使用资金总额不低于人民币10亿元，不超过人民币20 ...

本文源自：金融界 中国生物制药有限公司是一家创新研究和研发驱动型的医药集团，其主要业务包括医药研发、智能化生 产以及销售，主要产品包括多种生物药和化学药，特别在肿瘤、肝病、呼吸系统、外科/镇痛四大治疗 领域具有优势。公司自从2000年上市以来，在MSCI全球标准指数、恒生指数等多个指数中成为成分 股，连续六年入选《制药经理人》的"全球制药企业TOP50"，核心企业正大天晴药业集团、北京泰德制 药股份有限公司多年位列中国医药工业企业百强榜，公司产品收入占比逐年提升。 作者：行情君 截至2025年中报，中国生物制药营业总收入175.75亿元、净利润33.89亿元。 8月21日，中国生物制药(01177)盘中上涨2.01%，截至09:58，报7.61元/股，成交3.03亿元。 8月19日，浦银国际证券维持买入评级,目标价9.1港元。 ...

Core Insights - The Hang Seng Healthcare Index (HSHCI) has seen a strong increase of 1.86%, with notable gains from stocks such as Ping An Good Doctor (+7.69%) and Lijun Pharmaceutical (+5.95%) [3] - The Hang Seng Innovation Drug Selection Index (HSSCPB) rose by 2.04%, with Lijun Pharmaceutical and King’s Ray Biotechnology also showing significant increases [5] - Heng Rui Medicine reported a 15.88% increase in revenue to 15.761 billion yuan and a 29.67% increase in net profit to 4.450 billion yuan for the first half of 2025 [7] - The company plans to repurchase A-shares worth 1-2 billion yuan to support employee stock ownership plans [7] Market Performance - The Hang Seng Healthcare ETF (513060) increased by 1.13%, with a recent price of 0.72 yuan and a weekly increase of 1.58% [3] - The Hang Seng Innovation Drug Selection ETF (520690) rose by 1.49%, with a recent price of 1.02 yuan and a weekly increase of 0.80% [5] - The trading volume for the Hang Seng Healthcare ETF was 420 million yuan, with a turnover rate of 5.43% [3] Liquidity and Trading Activity - The Hang Seng Innovation Drug Selection ETF had a trading volume of 18.9759 million yuan, with a turnover rate of 4.81% [6] - The average daily trading volume for the Hang Seng Healthcare ETF over the past month was 2.588 billion yuan, ranking first among comparable funds [3] Company Developments - Heng Rui Medicine's Q2 revenue reached 8.556 billion yuan (+12.53%) and net profit was 2.576 billion yuan (+24.88%), marking record highs for the period [7] - The management of China Biopharmaceutical plans to increase their holdings by 1 million shares, signaling confidence in the sector [8] ETF Performance and Valuation - The Hang Seng Healthcare ETF has seen a net value increase of 54.93% over the past two years, ranking 12th out of 91 QDII equity funds [9] - The ETF's latest price-to-earnings ratio (PE-TTM) is 30.35, indicating it is at a historical low compared to the past three years [11] - The Hang Seng Innovation Drug Selection ETF has a PE-TTM of 29.34, also reflecting a low valuation relative to historical performance [13] Key Holdings - The top ten weighted stocks in the Hang Seng Healthcare Index account for 61.65% of the index, including companies like BeiGene and WuXi Biologics [12] - The top ten weighted stocks in the Hang Seng Innovation Drug Selection Index represent 77.56% of the index, highlighting the concentration in leading biotech firms [13]

智通财经APP获悉，中国生物制药(01177)、驴迹科技(01745)、立高控股(08472)、堃博医疗-B(02216)于 2025年8月21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 | | --- | --- | --- | --- | --- | --- | | 中国生物制药 | 谢炘 | 好仓 | 3.59 亿股 | 3.60 亿股 | 1.92%(最新) | | (01177) | | | | | 1.91%(前次) | | 驴迹科技(01745) | Lu Jia Technology | 好仓 | 8.41 亿股 | 8.38 亿股 | 33.11%(最新) | | | Holdings Limited | | | | 49.82%(前次) | | 立高控股(08472) | Yongxin Global | 好仓 | 1270.20 万股 | 970.20 万股 | 8.42%(最新) | | | Investment Limited | | | | 11.03%(前次) | | 堃博医疗 | Computershare Ho ...

格隆汇8月21日丨根据联交所最新权益披露资料显示，2025年8月20日，中国生物制药(01177.HK)获执行董事谢炘在场内以每股均价7.368港元增持100万股， 涉资约736.8万港元。 | 表格序號 | 大股東/董事/最高行政人員名 作出披露的 買入 / 賣出或涉及的 每股的平均價 | | | | 持有權益的股份數目 佔已發行的 有關事件的日 相關法 | | | --- | --- | --- | --- | --- | --- | --- | | | | 原因 | 股份數目 | | (請參閱上述 *註 | 有投票楼股期(日/月/ 份權益 | | | | | | | 8 | 份百分比 年) | | DA20250820E00018 | 謝沂 1101(L) 1,000,000(L) | | | HKD 7.3680 | 359,557,270(L) | 1.92(L)20/08/2025 | 增持后，谢炘最新持股数目为359,557,270股，持股比例由1.91%上升至1.92%。 | 股份代號: | 01177 | | --- | --- | | 上市法國名稱: | 中國生物製藥有限公司 | | 日期 ...

Group 1 - China National Pharmaceutical Group announced that the selective HER2 tyrosine kinase inhibitor "Zongaitini" has received breakthrough therapy designation from the Center for Drug Evaluation (CDE) for the treatment of adult patients with unresectable or metastatic non-small cell lung cancer (NSCLC) carrying HER2 tyrosine kinase domain (TKD) activating mutations [1] - The breakthrough therapy designation is based on data from the Beamion LUNG-1 clinical trial, which is a Phase Ia/Ib open-label trial assessing the safety, maximum tolerated dose (MTD), pharmacokinetics (PK), pharmacodynamics (PD), and preliminary efficacy of Zongaitini in patients with HER2-mutant solid tumors [1] - The five-year survival rate for advanced non-small cell lung cancer patients is less than 30%, with approximately 2-4% of NSCLC driven by HER2 gene mutations, indicating a significant unmet medical need for targeted therapies in this patient population [1] Group 2 - Zongaitini is a covalent, orally administered selective HER2 small molecule inhibitor developed by Boehringer Ingelheim, which covalently binds to both wild-type and mutant HER2 receptors while preserving wild-type EGFR signaling, ensuring efficacy along with good tolerability and safety [2] - Zongaitini has previously received priority review and breakthrough therapy designation from CDE for the indication of previously treated patients with advanced HER2-mutant NSCLC, and it received accelerated approval from the U.S. Food and Drug Administration (FDA) in August [2]

Group 1 - China National Medical Products Administration (NMPA) has granted breakthrough therapy designation to the selective HER2 tyrosine kinase inhibitor, Zongaitini, for first-line treatment of adult patients with unresectable or metastatic non-small cell lung cancer (NSCLC) harboring HER2 tyrosine kinase domain (TKD) activating mutations [1] - The breakthrough designation is based on data from the Beamion LUNG-1 clinical trial, which is an open-label Phase Ia/Ib trial assessing the safety, maximum tolerated dose (MTD), pharmacokinetics (PK), pharmacodynamics (PD), and preliminary efficacy of Zongaitini in patients with HER2-mutant solid tumors [1] - The five-year survival rate for advanced NSCLC patients is less than 30%, with approximately 2-4% of NSCLC driven by HER2 gene mutations, indicating a significant unmet medical need for targeted therapies in this patient population [1] Group 2 - Zongaitini, developed by Boehringer Ingelheim, is a covalent, oral selective HER2 small molecule inhibitor that covalently binds to both wild-type and mutant HER2 receptors while preserving wild-type EGFR signaling, ensuring efficacy along with good tolerability and safety [2] - Zongaitini has previously received priority review and breakthrough therapy designation from the NMPA for the indication of previously treated patients with advanced HER2-mutant NSCLC, and it has also received accelerated approval from the U.S. Food and Drug Administration (FDA) [2] - Boehringer Ingelheim has established a strategic partnership with the group to bring innovative oncology therapies to the mainland China market, leveraging both parties' complementary strengths to provide better treatment options for cancer patients [2]

（於開曼群島註冊成立之有限公司） 網站：www.sinobiopharm.com （股份編號：1177） 自願公告 選擇性HER2 TKI「宗艾替尼」再次獲得CDE突破性治療資格認定 中國生物製藥有限公司（「本公司」，連同其附屬公司統稱「本集團」）董事會（「董事會」）宣佈，選擇性 HER2酪氨酸激酶抑制劑(TKI)「宗艾替尼」再次獲得中國國家藥品監督管理局藥品審評中心(CDE)突破 性治療資格認定，用於治療攜帶HER2酪氨酸激酶結構域(TKD)激活突變的不可切除或轉移性非小細 胞肺癌(NSCLC)成人患者的一線治療。 此次突破性治療資格認定是基於其Beamion LUNG-1臨床試驗數據。這是一項Ia/Ib期首次人體開放 標籤試驗，以確定宗艾替尼在HER2突變實體瘤患者中的安全性、最大耐受劑量(MTD)、藥代動力學 (PK)、藥效學(PD)及初步療效(NCT04886804)。最新數據將於今年晚些時候公布。 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，並明確表示，概不對因本公告全部或任何部份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 ...

Group 1 - The Vice President and Executive Director of China Biologic Products Holdings (01177) purchased 1 million shares at a price of 7.368 HKD per share, totaling 7.368 million HKD [1] - After the purchase, the total number of shares held by the executive is approximately 360 million, representing a holding percentage of 1.92% [1]

香港联交所最新资料显示，8月20日，副总裁兼执行董事谢炘增持中国生物制药(01177)100万股，每股 作价7.368港元，总金额为736.8万港元。增持后最新持股数目约为3.6亿股，最新持股比例为1.92%。 ...