智通财经APP获悉，香港联交所最新资料显示，8月26日，贝莱德增持三生制药(01530)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%。 ...

香港联交所最新资料显示，8月26日，贝莱德增持三生制药(01530)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%。 ...

Q2 环比改善、复苏有望延续，持续看好创新主线 医药生物 证券研究报告/行业定期报告 2025 年 09 月 01 日 | 分析师：祝嘉琦 | | --- | | 执业证书编号：S0740519040001 | | Email：zhujq@zts.com.cn | | 联系人：刘照芊 | | Email：liuzq04@zts.com.cn | | 上市公司数 | 494 | | --- | --- | | 行业总市值(亿元) | 76,517.64 | | 行业流通市值(亿元) | 69,437.14 | 行业-市场走势对比 1、《创新药产业链多家龙头半年盈 喜，"全球新"资产加速奔跑》 2025-08-25 迎来产业加速发展期》2025-08-21 景气度提升》2025-08-17 | 评级： | 增持（维持） | | | 重点公司基本状况 | | | | | | | | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | | | | 简称 | ...

医药生物/生物制品 三生制药（01530.HK） 2025 年 09 月 01 日 投资评级：买入（维持） | 日期 | 2025/9/1 | | --- | --- | | 当前股价(港元) | 29.960 | | 一年最高最低(港元) | 35.300/5.470 | | 总市值(亿港元) | 728.71 | | 流通市值(亿港元) | 728.71 | | 总股本(亿股) | 24.32 | | 流通港股(亿股) | 24.32 | | 近 3 个月换手率(%) | 135.78 | 股价走势图 数据来源：聚源 -160% 0% 160% 320% 480% 640% 2024-09 2025-01 2025-05 三生制药 恒生指数 相关研究报告 《与辉瑞就 SSGJ-707 达成授权，创新 价值弹性兑现—港股公司信息更新报 告》-2025.5.22 《核心品种持续发力，多款创新药进 入收获期—港股公司首次覆盖报告》 -2025.3.27 创新成果价值兑现，长期增长动力强劲 ——港股公司信息更新报告 | 余汝意（分析师） | 余克清（分析师） | 刘艺（联系人） | | --- | --- | - ...

中国经济网9月1日讯 日前，辽宁省药品监督管理局公示多则行政检查结果信息。其中，在对北方 药谷德生(沈阳)生物科技有限责任公司GMP执行情况检查中，发现该公司存在一般缺陷项6项。对此， 辽宁省药品监督管理局要求该公司按照《辽宁省药品生产监督检查缺陷整改指南》于30个工作日内整改 所存在的缺陷，提交整改报告。目前，该公司整改进行中。 天眼查显示，北方药谷德生 (沈阳)生物科技有限责任公司注册资本383000万人民币，成立于2018 年，系三生制药成员。 ...

此外，香港近期推出简化注册政策，认可内地审评数据，为创新药企国际化提供便利，进一步打开了行 业成长空间。 行业前景方面，全球学术会议即将密集召开，如9月世界肺癌大会和10月欧洲肿瘤学年会，多家企业将 展示核心品种临床数据，像康方生物的AK112和映恩生物的DB-1311，有望成为短期股价催化因素。 来源：市场资讯 （来源：指数挖掘机） 今日港股医药板块大幅上涨，恒生生物科技指数收盘涨幅甚至超5%，主要受政策利好与业绩向好双重 驱动。 国家医保局日前公布的2025年医保及商保创新药目录调整名单中，多款重磅创新药入选，包括CAR-T疗 法和多个"全球首款"产品，显著提振了市场准入预期。 同时，多家药企上半年业绩表现稳健，如百济神州营收同比增长46%且首次实现半年盈利，恒瑞医药收 入和利润创下新高，基本面改善增强了板块吸引力。 创新药出海与国际合作突破亦成为重要催化。截至8月27日，中国药企license-out交易数量83项，总交易 额超845亿美元，刷新历史纪录。其中三生制药与辉瑞达成的60.5亿美元双抗授权合作，凸显全球市场 对国产创新药的认可。 机构认为创新药板块长期逻辑未变，叠加美联储降息预期强化流动性， ...

Performance Summary - China Railway Construction (01186.HK) reported a revenue of 489.2 billion yuan, a decrease of 5.2% year-on-year, with a net profit of approximately 10.7 billion yuan, down 10.1% [2] - Industrial and Commercial Bank of China (01398.HK) achieved a revenue of 409.1 billion yuan, an increase of 1.8% year-on-year, while net profit fell by 1.4% to 168.1 billion yuan [2] - Agricultural Bank of China (01288.HK) recorded a revenue of 369.79 billion yuan, up 0.7% year-on-year, and a net profit of 139.51 billion yuan, an increase of 2.66% [2] - China Construction Bank (00939.HK) reported a revenue of 385.91 billion yuan, a 3% increase year-on-year, with net profit around 162.08 billion yuan, down 1.4% [2] - Bank of China (03988.HK) had a revenue of 329.42 billion yuan, up 3.61% year-on-year, while net profit decreased by 0.85% to 117.59 billion yuan [2] - Postal Savings Bank of China (01658.HK) reported a revenue of 179.53 billion yuan, a 1.5% increase year-on-year, with net profit of 49.23 billion yuan, up 0.85% [2] - China Merchants Bank (03968.HK) achieved a revenue of 169.92 billion yuan, down 1.7% year-on-year, while net profit increased by 0.3% to 74.93 billion yuan [2] - Bank of Communications (03328.HK) reported a revenue of 133.50 billion yuan, up 0.7% year-on-year, with net profit of 46.02 billion yuan, an increase of 1.6% [2] - Minsheng Bank (01988.HK) had a revenue of 70.70 billion yuan, up 7.8% year-on-year, while net profit decreased by 4.9% to 21.38 billion yuan [2] - China Everbright Bank (06818.HK) reported a revenue of 65.95 billion yuan, down 5.6% year-on-year, with net profit of 24.62 billion yuan, an increase of 0.55% [2] - BYD Company (01211.HK) achieved a revenue of 371.28 billion yuan, up 23.3% year-on-year, with net profit of 15.51 billion yuan, an increase of 13.8% [2] - China Communications Construction Company (01800.HK) reported a revenue of 335.45 billion yuan, down 5.8% year-on-year, with net profit of 9.99 billion yuan, down 16.9% [2] - Lenovo Holdings (03396.HK) achieved a revenue of 281.59 billion yuan, up 21% year-on-year, with net profit of 699 million yuan, an increase of 144% [2] - Great Wall Motors (02333.HK) reported a revenue of 92.34 billion yuan, up 1% year-on-year, with net profit of 6.34 billion yuan, down 10.2% [2] - BYD Electronics (00285.HK) achieved a revenue of 80.61 billion yuan, up 2.6% year-on-year, with net profit of 1.73 billion yuan, an increase of 14% [2] - Country Garden (02007.HK) reported a revenue of 72.57 billion yuan, with a net loss of 19.078 billion yuan [2] - China Reinsurance (01508.HK) achieved a revenue of 61.03 billion yuan, up 0.6% year-on-year, with net profit of 6.244 billion yuan, an increase of 9.03% [2] - Yanzhou Coal Mining Company (01171.HK) reported a revenue of 53.966 billion yuan, down 13.17% year-on-year, with net profit of 4.731 billion yuan, down 38.7% [2] - Jitu Express (01519.HK) achieved a revenue of 5.499 billion USD, up 13.1% year-on-year, with net profit of 156 million USD, an increase of 147.1% [2] - AVIC Industry (02357.HK) reported a revenue of 37.465 billion yuan, up 11.43% year-on-year, with net profit of 1.03 billion yuan, down 17.67% [2] - CITIC Financial Assets (02799.HK) achieved a revenue of 31.136 billion yuan, up 2.9% year-on-year, with net profit of 6.168 billion yuan, an increase of 15.7% [2] - Bank of China Hong Kong (02388.HK) reported a net interest income of 25.06 billion HKD, down 3.5% year-on-year, with net profit of 22.12 billion HKD, an increase of 10.54% [2] - Zoomlion Heavy Industry (01157.HK) achieved a revenue of 24.855 billion yuan, up 1.3% year-on-year, with net profit of 2.765 billion yuan, an increase of 20.84% [2] - New Town Development (01030.HK) reported a revenue of 22.1 billion yuan, down 34.82% year-on-year, with net profit of 895 million yuan, down 32.11% [2] - Huatai Securities (06886.HK) achieved a revenue of approximately 20.98 billion yuan, up 5.86% year-on-year, with net profit of 7.549 billion yuan, an increase of 42.16% [2] - China Sanjiang Chemical (02198.HK) reported a revenue of 9.106 billion yuan, down 1.5% year-on-year, with net profit of 301 million yuan, an increase of 95.5% [2] - Tianjin Bank (01578.HK) achieved a revenue of 8.828 billion yuan, up 0.8% year-on-year, with net profit of 1.988 billion yuan, an increase of 1.1% [2] - Harbin Bank (06138.HK) reported a revenue of 7.386 billion yuan, up 2.6% year-on-year, with net profit of 915 million yuan, an increase of 20% [2] - Qingjian International (01240.HK) achieved a revenue of approximately 4.404 billion HKD, down 9.8% year-on-year, with net profit of 2.992 million HKD, an increase of 25.6% [2] - Xingye Alloy (00505.HK) reported a revenue of 4.389 billion yuan, up 22.1% year-on-year, with net profit of 106 million yuan, down 24.7% [2] - 3SBio (01530.HK) achieved a revenue of 4.355 billion yuan, down 0.8% year-on-year, with net profit of 1.358 billion yuan, an increase of 24.6% [2] - Huya Technology (01860.HK) reported a revenue of 938 million USD, up 47% year-on-year, with adjusted EBITDA of 88.681 million USD, an increase of 41% [2] - Haitong Securities (01905.HK) achieved a revenue of 3.521 billion yuan, down 12.6% year-on-year, with net profit of 785 million yuan, down 3.4% [2] - Dazhong Public Utilities (01635.HK) reported a revenue of approximately 3.449 billion yuan, down 5.8% year-on-year, with net profit of approximately 333 million yuan, an increase of 172.6% [2] Company News - China Biologic Products (01177.HK) received approval for the launch of Zongaitini tablets for the treatment of HER2-mutant non-small cell lung cancer [3] - Shandong High-Speed New Energy (01250.HK) reported a total operating power generation of approximately 3.6744 million MWh, an increase of approximately 6.9% year-on-year [3] - Fosun International (00656.HK) reached a settlement with Cainiao regarding a share buyback involving 350 million USD [3] Buyback Activities - Tencent Holdings (00700.HK) repurchased approximately 55 million HKD worth of shares, buying back 919,000 shares at prices ranging from 594.5 to 605 HKD [3] - China Hongqiao (01378.HK) repurchased approximately 22.7 million HKD worth of shares, buying back 8.9235 million shares at a price of 25.44 HKD [3] - HSBC Holdings (00005.HK) repurchased approximately 15.3 million HKD worth of shares, buying back 1.5276 million shares at prices ranging from 99.8 to 100.7 HKD [3] - Hang Seng Bank (00011.HK) repurchased approximately 2.3517 million HKD worth of shares, buying back 210,000 shares at prices ranging from 111.5 to 112.5 HKD [3] - MGM China (02282.HK) repurchased approximately 1.60602 million HKD worth of shares, buying back 1 million shares at prices ranging from 15.92 to 16.27 HKD [3] - Sinopec Engineering (02386.HK) canceled 136,500 shares that had been repurchased [3]

来源：新浪基金∞工作室 风险提示：市场有风险，投资需谨慎。本文为AI大模型自动发布，任何在本文出现的信息（包括但不 限于个股、评论、预测、图表、指标、理论、任何形式的表述等）均只作为参考，不构成个人投资建 议。 规模方面，截止8月28日，港股创新药ETF（159567）最新份额为66.19亿份，最新规模为61.26亿元。回 顾2024年12月31日，港股创新药ETF（159567）份额为3.95亿份，规模为3.78亿元。即该基金今年以来 份额增加1574.08%，规模增加1521.35%。 流动性方面，截止8月29日，港股创新药ETF（159567）近20个交易日累计成交金额342.26亿元，日均 成交金额17.11亿元；今年以来，161个交易日，累计成交金额1775.81亿元，日均成交金额11.03亿元。 港股创新药ETF（159567）现任基金经理为马君。马君自2024年1月3日管理（或拟管理）该基金，任职 期内收益85.10%。 最新定期报告显示，港股创新药ETF（159567）重仓股包括信达生物、药明生物、百济神州、康方生 物、中国生物制药、中国生物制药、石药集团、三生制药、翰森制药、再鼎医药，持仓占 ...

格隆汇8月29日丨三生制药(01530.HK)公告，截至2025年6月30日止6个月中期业绩，收入人民币43.56亿 元。母公司拥有人应占纯利同比增加24.6%至人民币13.58亿元。母公司普通股权益持有人应占每股盈利 人民币0.57元。 三生制药为中国领先的生物技术公司。集团作为中国生物技术行业的先锋，在研发、生产及营销生物医 药产品方面拥有丰富的经验。集团的核心商业化产品包括多种生物药物，即特比澳、重组人促红素 ("rhEPO")产品益比奥及赛博尔、益赛普和赛普汀，以及小分子药物蔓迪。特比澳为当今全球唯一商业 化的重组人血小板生成素("rhTPO")产品。根据IQVIA，于2025年上半年，按销售额计，特比澳在中国 内地血小板减少症治疗市场的份额为63.0%。凭藉两种rhEPO产品，二十多年来，集团一直为中国内地 rhEPO市场龙头，于2025年上半年共占41.5%的总市场份额。益赛普为中国内地市场推出的首个肿瘤坏 死因子("TNF")α抑制剂产品。蔓迪在中国内地米诺地尔市场亦占主导地位。集团亦通过内部研究及开发 ("研发")及多项外部战略合作增加产品以扩大治疗领域。 于2025年6月30日，集团积极研发 ...

三生制药为中国领先的生物技术公司。集团作为中国生物技术行业的先锋，在研发、生产及营销生物医 药产品方面拥有丰富的经验。集团的核心商业化产品包括多种生物药物，即特比澳、重组人促红素产品 益比奥及赛博尔、益赛普和赛普汀，以及小分子药物蔓迪。特比澳为当今全球唯一商业化的重组人血小 板生成素产品。根据IQVIA1，于2025年上半年，按销售额计，特比澳在中国内地血小板减少症治疗市 场的份额为63.0%。凭借两种rhEPO产品，二十多年来，集团一直为中国内地rhEPO市场龙头，于2025 年上半年共占41.5%的总市场份额。益赛普为中国内地市场推出的首个肿瘤坏死因子α抑制剂产品。蔓 迪在中国内地米诺地尔市场亦占主导地位。集团亦通过内部研究及开发及多项外部战略合作增加产品以 扩大治疗领域。 三生制药(01530)发布截至2025年6月30日止6个月中期业绩，集团收入人民币43.55亿元，同比减少 0.77%;股东应占溢利13.58亿元，同比增长24.61%;每股基本盈利0.57元。 ...