Market Overview - The Hang Seng Index rose by 0.19%, gaining 47 points to close at 24,906 points, while the Hang Seng Tech Index increased by 0.11% [1] - Early trading volume in Hong Kong stocks reached HKD 121.3 billion [1] Lithium Sector - Ningde Times confirmed the suspension of its lithium mine in Jiangxi, leading to significant gains in lithium stocks, with Tianqi Lithium rising by 15% and Ganfeng Lithium increasing by 19% [1] Automotive Sector - XPeng Motors saw a 6.43% increase, with its new P7 model achieving over 10,000 pre-orders in under 7 minutes, indicating strong institutional confidence in the company's sales growth [1] Food and Beverage Sector - Ajisen China reported a 9.4% increase in stock price, expecting to turn a profit of up to RMB 40 million in the first half of the year [1] Paper Industry - Lee & Man Paper saw a stock price increase of over 5%, with a 0.7% year-on-year growth in net profit for the first half of the year, as institutions anticipate a new round of supply clearance driven by new national standards [1] Pharmaceutical Sector - North Sea Kangcheng-B experienced a surge of over 32%, with the first prescription for its product successfully launched, and the company is actively communicating with medical insurance payment departments [1] Alcohol Sector - Zhenjiu Lidou's stock rose by over 2%, although product sales pressure affected its first-half performance, with expectations for improvement in the second half due to new product contributions [1] Aluminum Sector - Rusal's stock increased by 8.45%, amid market attention on the upcoming meeting between the US and Russian presidents regarding sanctions on Rusal [1] Semiconductor Sector - The US Department of Commerce began issuing export licenses for NVIDIA's H20 chips to mainland China, leading to declines in semiconductor stocks, with Hua Hong Semiconductor dropping over 4% and SMIC falling by 3% at one point, ultimately closing down 0.16% [1] Real Estate Sector - Shimao Group's stock fell by over 15%, with July contract sales decreasing by approximately 27% year-on-year [2]

Core Viewpoint - Beihai Kangcheng-B (01228) has seen a significant increase in stock price, rising over 35% recently and accumulating a total increase of over 1300% year-to-date, indicating strong market interest and potential investor confidence in the company's future prospects [1] Company Summary - As of the latest report, Beihai Kangcheng's stock is trading at 1.71 HKD with a trading volume of 30.39 million HKD [1] - The National Medical Products Administration approved the company's application for injectable Velaglucerase beta (brand name: Gorenin) on May 15, which is intended for long-term enzyme replacement therapy for patients aged 12 and above with Type I and III Gaucher disease [1] - The first prescription for Gorenin was issued on July 3, with the first patient receiving treatment at Xinhua Hospital [1] Industry Context - The founder and CEO of Beihai Kangcheng highlighted the challenges in financing treatments for rare diseases, noting that relying solely on basic national health insurance is insufficient for addressing patient payment difficulties [1] - The company is actively engaging with health insurance payment departments to establish a more feasible payment mechanism for rare diseases, aiming to pave the way for a better commercial environment for rare diseases in China [1]

Core Viewpoint - Beihai Kangcheng-B (01228) has seen a significant stock price increase of over 35%, with a cumulative rise exceeding 13 times this year, currently trading at 1.71 HKD with a transaction volume of 30.39 million HKD [1] Group 1: Company Developments - On May 15, the National Medical Products Administration approved the injection of Velaglucerase beta (brand name: Gorenin) for long-term enzyme replacement therapy for patients aged 12 and above with Type I and III Gaucher disease [1] - On July 3, Gorenin was prescribed for the first time, with the first patient receiving treatment at Xinhua Hospital [1] - The founder, chairman, and CEO of Beihai Kangcheng stated that rare diseases differ from common diseases, and relying solely on basic national medical insurance is insufficient to address patients' payment challenges [1] Group 2: Industry Context - Beihai Kangcheng is actively communicating with medical insurance payment departments to establish a more feasible payment mechanism for rare diseases, aiming to pave the way for the commercialization environment of rare diseases in China [1]

Group 1 - The Hang Seng Index fell by 0.66%, down 165 points, closing at 24,916 points, while the Hang Seng Tech Index dropped by 0.99% [1] - The early trading volume in Hong Kong stocks reached HKD 112.6 billion [1] - President Trump signed an executive order allowing alternative assets like private equity, real estate, and cryptocurrencies to enter 401K retirement savings plans, potentially opening up about USD 12.5 trillion in retirement account funds [1] Group 2 - Cryptocurrency-related stocks surged, with notable increases in prices: 嘉实以太币 (03179) up 6.48%, 博时以太币 (03009) up 6.24%, 华夏以太币 (03046) up 6.13%, and 博雅互动 (00434) up 6.46% [1] - 阜博集团 (03738) saw a significant rise of over 16%, with its stock price increasing by over 50% this week as the company expands into content industry RWA business [1] - 歌礼制药-B (01672) increased by 7.65% as ASC30 completed patient enrollment in Phase IIa, with strong business development expectations [1] - 君实生物 (01877) rose by 6.5% due to improved market conditions in the PD-(L)1/VEGF sector [1] Group 3 - RAFFLESINTERIOR (01376) resumed trading with an 80% surge after a change in controlling interest and a 43.1% discount on a full acquisition offer [2] - 老铺黄金 (06181) increased by 2.96% after being included in the MSCI China Index, with changes effective at the end of the month [2] Group 4 - 北海康成-B (01228) rose by over 30%, with a cumulative increase of nearly 9 times since early June, driven by the potential of the drug维拉苷酶β for significant business development opportunities [3] - 东风集团股份 (00489) saw an early morning increase of over 8%, despite a more than 90% year-on-year decline in net profit for the first half, managing to turn a profit compared to the previous quarter [4] - 和黄医药 (00013) dropped over 15% in early trading, with a 9.2% year-on-year decline in mid-term revenue, although selling joint venture equity led to a more than 16-fold increase in net profit [4]

Core Viewpoint - Beihai Kangcheng-B (01228) has seen a significant stock price increase of nearly 900% since early June, with a current price of 1.3 HKD and a trading volume of 15.1764 million HKD, following the approval of its innovative drug for Gaucher disease treatment [1][1][1] Company Summary - On May 15, the National Medical Products Administration approved Beihai Kangcheng's application for the injectable Velaglucerase beta (brand name: Gorening) for long-term enzyme replacement therapy in adolescents and adults aged 12 and above with Type I and III Gaucher disease [1][1][1] - On July 3, Beihai Kangcheng announced that the first prescription for Gorening had been issued, with the first patient receiving treatment at Xinhua Hospital [1][1][1] Industry Summary - The launch of Velaglucerase beta is expected to create a competitive landscape in the domestic Gaucher disease treatment market, with both imported and domestic drugs vying for market share [1][1][1] - Although other companies are also focusing on Gaucher disease treatment drug development, their progress is relatively slow, which may allow Velaglucerase beta to establish a strong foothold in the domestic market due to its domestic and first-mover advantages [1][1][1] - The market accessibility for Gaucher disease treatment is anticipated to improve significantly, and there is potential for future global expansion, indicating possible significant business development opportunities [1][1][1]

智通财经APP在《一个月4.6倍涨幅或还不是北海康成-B(01228)的终点？》中指出，随着维拉苷酶β的上 市，国内戈谢病治疗市场将逐渐形成进口药物与国产药物竞争的局面。虽然国内也有其他企业关注戈谢 病治疗药物的研发，但进展相对缓慢。也就是说在此背景下，维拉苷酶β有望凭借国产和先发优势在国 内戈谢病治疗市场站稳脚跟，市场可及性有望出现明显提高，还有望未来出海冲击全球戈谢病治疗体 系，因而存在潜在重磅BD的可能性。 北海康成-B(01228)再涨超25%，6月初至今累计涨幅接近900%。截至发稿，涨22.64%，报1.3港元，成 交额1517.64万港元。 消息面上，5月15日，国家药品监督管理局通过优先审评审批程序批准北海康成申报的注射用维拉苷酶 β(商品名：戈芮宁)上市，适用于12岁及以上青少年和成人I型和Ⅲ型戈谢病患者的长期酶替代治疗。7 月3日，时代财经从北海康成获悉，其戈谢病一类创新药戈芮宁开出首张处方，首位患者已在新华医院 接受治疗。 ...

Core Viewpoint - Beihai Kangcheng-B (01228) has seen a significant stock price increase of nearly 900% since early June, with a current rise of 22.64% to HKD 1.3, indicating strong market interest and potential in the biopharmaceutical sector [1] Company Summary - On May 15, the National Medical Products Administration approved the injection of Velaglucerase beta (brand name: Gorenin) for long-term enzyme replacement therapy in patients aged 12 and above with Type I and III Gaucher disease [1] - On July 3, Beihai Kangcheng announced that the first prescription for Gorenin was issued, with the first patient receiving treatment at Xinhua Hospital [1] Industry Summary - The launch of Velaglucerase beta is expected to create a competitive landscape in the domestic Gaucher disease treatment market, with both imported and domestic drugs vying for market share [1] - Although other companies are also focusing on Gaucher disease treatment drug development, their progress is relatively slow, suggesting that Velaglucerase beta may establish a strong foothold in the market due to its domestic and first-mover advantages [1] - The market accessibility for Gaucher disease treatment is anticipated to improve significantly, with potential for future global expansion, indicating a possibility for substantial business development opportunities [1]

FF301 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: 北海康成製藥有限公司（於開曼群島註冊成立之有限公司） 呈交日期: 2025年8月6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) | 01228 | 說明 | | | | | | | | | | 法定/註冊股份數目 | | 面值 | | | 法定/註冊股本 | | | 上月底結存 | | | 5,000,000,000 | USD | | 0.00001 USD | | 50,000 | | 增加 / 減少 (-) | | | | | | USD | | | | 本月底結存 | | | 5,000,000,000 | USD | | 0.00001 USD | | 50,000 | 本月底法定/註冊 ...

Group 1 - The Hong Kong biotechnology stocks collectively rose, with notable increases in several companies' stock prices [1][2] - Beihai Kangcheng-B saw a rise of nearly 19%, while other companies like Gilead Sciences-B and Ascentage Pharma-B also experienced significant gains of over 15% and 9% respectively [1][2] - The overall trend indicates a positive sentiment in the biotechnology sector, with multiple companies achieving gains of over 5% [1][2] Group 2 - Specific stock performance includes: Beihai Kangcheng-B at 18.99% increase, Gilead Sciences-B at 15.30%, and Ascentage Pharma-B at 9.48% [2] - The market capitalization of these companies varies significantly, with Gilead Sciences-B at approximately 11.477 billion and Ascentage Pharma-B at about 29.86 billion [2] - Other notable performers include Jiahua Bio-B and Beikang Medical-B, both showing increases of over 7% [1][2]

Group 1 - The Hong Kong biotechnology stocks experienced a collective increase, with Beihai Kangcheng-B rising nearly 19% [1] - Gilead Sciences-B surged over 15%, while Ascentage Pharma-B increased by more than 9% [1] - Other notable gainers include Jiahe Biopharma-B up over 8%, and Beikang Medical-B, Fuhong Hanlin, and Kangnuo Ya-B each rising over 7% [1] Group 2 - Huakang Biomedical, Basilea Pharmaceutica-B, Lepu Biopharma-B, and Hualing Pharmaceutical-B all saw increases of over 6% [1] - Yiming Anke-B, Nocera Health, Zai Lab, and CanSino Biologics rose by more than 5% [1]