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 就 因 本 公 告 的 全 部 或 任 何 部 份 內 容 所 產 生 或 因 依 賴 該 等 內 容 而 引 致 的 任 何 損 失 承 擔 任 何 責 任。 （於 開 曼 群 島 註 冊 成 立 的 有 限 公 司） （股 份 代 號：01530） 截至二零二五年六月三十日止六個月 中期業績公告 財務摘要* * 「財 務 摘 要」一 節 的 所 有 數 字 已 作 約 整 調 整，因 此 僅 為 概 約 數 字。 附 註： 1 • 收入較截至二零二四年六月三十日止六個月減少人民幣33.9百萬元或0.8% 至人民幣4,355.5百 萬 元。 • 毛利較截至二零二四年六月三十日止六個月減少人民幣81.6百萬元或2.1% 至人民幣3,715.8百 萬 元。毛 利 率 由 截 至 二 零 二 四 年 六 月 三 十 日 止 六 個 月 的 86.5%減少至85.3%。 • 母公司擁 ...

Group 1 - The Hong Kong Innovative Drug ETF (159567) closed down 1.26% on August 28, with a trading volume of 2.227 billion yuan [1] - The fund was established on January 3, 2024, with a management fee of 0.50% per year and a custody fee of 0.10% per year [1] - As of August 27, 2024, the fund's latest share count was 6.506 billion shares, with a total size of 6.134 billion yuan, reflecting a year-to-date increase of 1545.50% in shares and 1523.46% in size compared to December 31, 2023 [1] Group 2 - The current fund manager is Ma Jun, who has managed the fund since its inception, achieving a return of 88.56% during the tenure [2] - The top holdings of the fund include Innovent Biologics (9.52%), WuXi Biologics (9.47%), BeiGene (8.73%), and others, with their respective market values and share counts detailed [2] - The fund's liquidity is strong, with a cumulative trading amount of 35.359 billion yuan over the last 20 trading days, averaging 1.768 billion yuan per day [1][2]

截至2025年8月28日 10:15，恒生医疗保健指数(HSHCI)下跌1.23%。成分股方面涨跌互现，复星医药(02196)领涨2.82%，信达生物(01801)上涨2.03%，康诺 亚-B(02162)上涨1.58%；爱康医疗(01789)领跌10.79%，威高股份(01066)下跌10.17%，博安生物(06955)下跌7.25%。恒生医疗ETF(513060)下跌1.15%，最新 报价0.69元。拉长时间看，截至2025年8月27日，恒生医疗ETF近1月累计上涨6.26%，涨幅排名可比基金1/3。 流动性方面，恒生医疗ETF盘中换手10.37%，成交7.80亿元，市场交投活跃。拉长时间看，截至8月27日，恒生医疗ETF近1月日均成交24.17亿元，居可比基 金第一。 截至2025年8月28日 10:15，恒生港股通创新药精选指数(HSSCPB)下跌1.02%。成分股方面涨跌互现，复星医药(02196)领涨2.82%，信达生物(01801)上涨 2.03%，康诺亚-B(02162)上涨1.58%；晶泰控股(02228)领跌4.67%，再鼎医药(09688)下跌3.40%，康哲药业(00867)下跌3.0 ...

Market Overview - The Hong Kong stock market experienced a significant decline in the afternoon, with the Hang Seng Index dropping by 1.27%, losing over 300 points. The Hang Seng China Enterprises Index and the Hang Seng Tech Index fell by 1.4% and 1.47% respectively, with the former barely holding above the 9000-point mark [2] - Major technology stocks, which serve as market indicators, continued to decline in the afternoon. Kuaishou and Meituan fell over 3%, while JD.com dropped by 2.5%. Baidu, NetEase, and Tencent saw declines close to 2%, and Xiaomi fell by 0.56%. Alibaba managed to stay slightly positive [3] Sector Performance - The financial sector, including banks, insurance companies, and Chinese brokerage firms, collectively underperformed, contributing to the overall market decline. The performance of individual stocks continued to be affected by ongoing earnings reports, with property management and real estate stocks experiencing significant drops [3] - Biopharmaceutical stocks faced a collective downturn, particularly in the innovative drug sector, following comments from Trump regarding the rapid imposition of tariffs on pharmaceuticals. This led to notable declines in various biopharma stocks [3] Specific Stock Movements - Several biopharmaceutical companies saw substantial declines, including Kanghao Ya-B (-8.59%), Qiansirui Biotechnology (-7.42%), and Kangfang Biotechnology (-7.10%). Other notable decliners included Xiansheng Pharmaceutical (-6.79%) and Shiyao Group (-6.36%) [3] - In contrast, the rare earth sector remained strong, benefiting from the implementation of supply reforms and multiple catalysts. Apple’s upcoming event on September 9, where the iPhone 17 series is expected to be launched, led to a rise in Apple-related stocks, with Lens Technology (300433) surging nearly 8% and reaching a new high since its listing [4]

内容概要：目前，我国单抗药物市场仍处于起步阶段，许多海外上市的单抗药物在国内尚未获批，同时 由于价格较高，单抗药物对于许多承付能力有限的患者可及性较差，但得益其相较于传统药物的明显的 优势、国家医保目录对单抗药物的更新纳入以及国民收入水平提升，近年来，我国单抗药物市场渗透率 逐步提高，据统计，2024年我国单抗药物行业市场规模达1315亿元，同比增长30.85% 上市企业：百济神州（06160.HK）、信达生物（01801.HK）、君实生物（01877.HK）、复宏汉霖 （02696.HK）、智翔金泰（688443）、百克生物（688276）、神州细胞（688520）、三生制药 （01530.HK） 相关企业：珠海泰诺麦博制药股份有限公司、康宁杰瑞（吉林）生物科技有限公司、兴盟生物医药（苏 州）有限公司、杭州博之锐生物制药有限公司、神州细胞工程有限公司、上海复宏汉霖生物医药有限公 司、信达生物制药（苏州）有限公司、百奥泰生物制药股份有限公司、泰州迈博太科药业有限公司、江 苏赛孚士生物技术有限公司、正大天晴药业集团南京顺欣制药有限公司、齐鲁制药有限公司、四川科伦 博泰生物医药股份有限公司 关键词：单抗药物产业链 ...

Summary of Key Points Core Viewpoint - The report highlights the top short-selling stocks in the Hong Kong market, indicating significant investor sentiment and potential market movements for these companies [1][2]. Short Selling Ratios - AIA Group Ltd (友邦保险-R) and JD Health (京东健康-R) both have a short-selling ratio of 100.00%, indicating complete short interest [1][2]. - JD Group (京东集团-SWR) follows with a short-selling ratio of 87.80% [1][2]. Short Selling Amounts - Alibaba Group (阿里巴巴-SW) leads in short-selling amount with 19.21 billion, followed by Tencent Holdings (腾讯控股) at 18.81 billion and Sanofi (三生制药) at 14.30 billion [1][2]. - Other notable companies include Meituan (美团-W) with 13.13 billion and BYD Company (比亚迪股份) with 12.05 billion [2]. Deviation Values - The top three stocks with the highest deviation values are Hong Kong Exchanges and Clearing (香港交易所-R) at 40.73%, AIA Group (友邦保险-R) at 37.99%, and JD Group (京东集团-SWR) at 36.59% [1][2]. - This deviation indicates a significant difference between current short-selling ratios and their historical averages [2]. Additional Insights - The report provides a detailed table of the top ten stocks by short-selling amounts, ratios, and deviation values, showcasing the current market sentiment towards these companies [2].

截至2024年年报，三生制药营业总收入91.08亿元、净利润20.9亿元。 8月29日，三生制药将披露2025财年中报。 8月26日，三生制药(01530)盘中下跌2.14%，截至10:16，报29.28元/股，成交4.25亿元。 三生制药是中国领先的生物制药企业，专注于创新药物的研发、生产与销售，拥有约30种上市产品和31 个在研产品，核心产品在各自治疗领域市场占有率领先。公司具备覆盖生物药全生命周期的研发及 CDMO能力，在全球设有6大生产基地，2023年CDMO产能达7.6万升，并拥有2600余名医学代表构建广 泛学术推广网络。 作者：行情君 本文源自：金融界 ...

Market Overview - On August 19, the Hang Seng Index fell by 0.21%, closing at 25,122.90 points, while southbound funds through the Stock Connect recorded a net inflow of HKD 18.573 billion [1][3] - The total trading volume for the Stock Connect on August 19 was HKD 168.997 billion, with a net buy of HKD 18.573 billion [1][3] Trading Activity - In the Shanghai Stock Connect, the trading volume was HKD 103.202 billion, with a net buy of HKD 8.911 billion; in the Shenzhen Stock Connect, the trading volume was HKD 65.795 billion, with a net buy of HKD 9.662 billion [1][3] - The most actively traded stock in the Shanghai Stock Connect was Dongfang Zhenxuan, with a trading volume of HKD 7.043 billion, followed by the Tracker Fund of Hong Kong and Tencent Holdings, with trading volumes of HKD 5.106 billion and HKD 3.221 billion, respectively [1][2] Net Buy and Sell Analysis - The Tracker Fund of Hong Kong had the highest net buy amount of HKD 5.089 billion, despite a closing price drop of 0.16% [1][2] - The stock with the highest net sell amount was Hua Hong Semiconductor, with a net sell of HKD 149 million and a closing price drop of 3.12% [1][2] Shenzhen Stock Connect Highlights - In the Shenzhen Stock Connect, Dongfang Zhenxuan also led in trading volume with HKD 3.294 billion, followed by Hang Seng China Enterprises and the Tracker Fund of Hong Kong, with trading volumes of HKD 2.215 billion and HKD 2.021 billion, respectively [2] - The stock with the highest net buy in the Shenzhen Stock Connect was Hang Seng China Enterprises, with a net buy of HKD 2.215 billion, despite a closing price drop of 0.37% [2]

深港通（南向）十大活跃成交公司 | 公司名称 | 成交金额 | 净买入额 | | --- | --- | --- | | 东方甄选(01797) | 32.94 亿元 | -4.64 亿元 | | 恒生中国企业(02828) | 22.15 亿元 | +22.15 亿元 | | 盈富基金(02800) | 20.21 亿元 | +19.82 亿元 | | 腾讯控股(00700) | 20.18 亿元 | +4632.22 万元 | | 阿里巴巴-W(09988) | 19.84 亿元 | +2.68 亿元 | | 小米集团-W(01810) | 15.29 亿元 | +4.09 亿元 | | 中芯国际(00981) | 15.00 亿元 | -4.88 亿元 | | 南方恒生科技(03033) | 14.53 亿元 | +14.12 亿元 | | 美团-W(03690) | 11.63 亿元 | +1.35 亿元 | | 三生制药(01530) | 10.51 亿元 | +2.82 亿元 | 沪港通（南向）十大活跃成交公司 智通财经APP获悉，2025年8月19日当天，东方甄选(01797)、盈富基金(028 ...

智通财经APP获悉，8月19日港股市场，北水成交净买入185.73亿港元，其中港股通(沪)成交净买入89.11 亿港元，港股通(深)成交净买入96.62亿港元。 北水净买入最多的个股是盈富基金(02800)、恒生中国企业(02828)、南方恒生科技(03033)。北水净卖出 最多的个股是东方甄选(01797)、中芯国际(00981)、华虹半导体(01347)。 | 股票名称 | 买入额 | 卖出额 | 或率出额 | | --- | --- | --- | --- | | | | | 净流入 | | 东方甄选 | 34.97 乙 | 35.46亿 | 70.43亿 | | HK 01797 | | | -4882.31万 | | 盈富基金 | 50.98亿 | 876.00万 | 51.06 亿 | | HK 02800 | | | +50.89 亿 | | 腾讯控股 | 21.00 乙 | 11.21 乙 | 32.21亿 | | HK 00700 | | | +9.79 亿 | | 阿里巴巴-W | 12.70亿 | 12.77 乙 | 25.47亿 | | HK 09988 | | | -723.21万 ...