Core Viewpoint - The Hong Kong innovative drug concept stocks have shown a rebound today, indicating a positive market sentiment towards this sector [1] Company Performance - Gilead Sciences-B (01672.HK) increased by 10.26%, reaching HKD 13.11 [1] - CanSino Biologics (09926.HK) rose by 4.15%, trading at HKD 123.1 [1] - Zai Lab (09688.HK) saw a gain of 3.36%, with a price of HKD 15.69 [1] - Ascletis Pharma (02096.HK) grew by 2.9%, priced at HKD 13.48 [1]

智通财经APP获悉，创新药概念股今日回暖，截至发稿，歌礼制药-B(01672)涨10.26%，报13.11港元； 康方生物(09926)涨4.15%，报123.1港元；再鼎医药(09688)涨3.36%，报15.69港元；先声药业(02096)涨 2.9%，报13.48港元。 中邮证券发布研报称，下半年以来，国内的BD出海交易虽有短暂真空，但仍在持续，Q4以来亦诞生了 多个MNC为合作方的交易。我们认为，海外MNC的购买行为系对国内创新药公司创新研发的实力的背 书认可。进一步看，我们认为系中国创新药产业链能力、管线数量和质量、研发效率在全球的强大竞争 优势催生出的结果，坚定看好长期的产业趋势。 消息面上，11月，国家医保局组织开展2025年国家基本医保药品目录谈判竞价和商保创新药目录价格协 商工作，同时全国第四批中成药集采启动，北京市出台医疗器械相关政策，国常会部署推进基本医疗保 险省级统筹等。渤海证券发布研报称，关注12月初新版基本医保药品目录及首版商保创新药目录的发 布，关注相关制药企业的投资机遇，及创新药企业支付端结构优化的发展机会。 ...

每经AI快讯，12月4日，港股创新药板块午后持续走强，歌礼制药涨超9%，药明生物涨超近5%。 （文章来源：每日经济新闻） ...

Core Viewpoint - The Hong Kong stock market's innovative drug concept stocks are experiencing a continuous rebound, with notable increases in share prices for several companies [1] Group 1: Company Performance - Gilead Sciences-B has seen a rise of over 9% [1] - WuXi Biologics has increased by more than 6% [1] - Other companies such as Rongchang Biopharmaceutical, Innovent Biologics, and I-Mab have also shown upward movement in their stock prices [1]

Group 1 - The Hang Seng Index rose by 0.19%, gaining 48 points to close at 25,809 points, while the Hang Seng Tech Index increased by 0.58% [1] - The trading volume in the Hong Kong stock market reached 92.2 billion HKD in the morning session [1] - Robotics concept stocks led the gains, with several stocks rising over 3%, driven by reports of the Trump administration promoting the robotics industry [1] Group 2 - UBTECH (09880) rose over 3% after announcing a partnership with ZHOS Technology to deploy 10,000 humanoid robots over five years [2] - Hesai Technology (02525) increased by over 6% following the release of its self-developed RISC-V laser radar main control chip, Fermi C500 [2] - InnoCare Pharma (02577) saw a rise of over 4% after forming a strategic partnership with ON Semiconductor to advance the GaN ecosystem [2] - Dazhong Public Utilities (01635) surged over 6% ahead of the listing of Moole Thread, with its subsidiary Deep Venture Capital participating in the investment [2] - Global New Materials International (06616) rose over 5%, with its stock price doubling since the end of October, following an increase in holdings of Seven Color Pearl Coatings [2] - Gilead Sciences-B (01672) increased over 9% after repurchasing 1.3 million shares and announcing a buyback of up to 300 million HKD [2] - Kacos-B (01167) saw a mid-session rise of over 5% after its subsidiary received a 125 million HKD initial payment for a joint therapy featured in The Lancet [2] - Pacific Shipping (02343) rose over 4% as the BDI index reached a nearly two-year high, indicating a turning point for the dry bulk shipping industry [2] - Capital Market Holdings (00204) fell over 40%, with a cumulative decline of over 80% this week, following a significant transfer of shares [2]

Group 1 - The core viewpoint of the articles highlights significant stock movements in the Hong Kong and US markets, driven by company announcements and strategic partnerships [1][2][5][6][7]. Group 2 - Gilead Sciences-B (01672) saw a nearly 9% increase after announcing a share buyback plan, utilizing up to 300 million HKD for repurchases [1]. - OSL Group (00863) rose nearly 2% as it plans to offer compliant digital asset trading services in Europe by Q1 2026 [1]. - Gako Science-B (01167) increased over 5% following a 125 million RMB payment from Haisheng Capital, enhancing its cash reserves for oncology therapy development [1]. - Zhida Technology (02650) surged over 4%, reaching a new high, after signing a sales order exceeding 100 million RMB with Saudi Controls Ltd for a five-year collaboration [2]. - Capital界金控 (00204) fell over 40%, marking a historical low, with a cumulative decline exceeding 80% for the week [2]. - Semiconductor stocks performed well, with Huahong Semiconductor (01347) up 3.18%, Shanghai Fudan (01385) up 2.79%, and SMIC (00981) up 1.86% [2]. - Pacific Shipping (02343) rose nearly 5% as the Baltic Dry Index reached 2845 points, a 9.42% increase, marking the largest rise since October 2025 [3]. - Aoda Holdings (09929) resumed trading with a surge of over 200%, following a major share sale involving 1.5 billion shares at a price of 0.11 HKD per share [4]. - Robotics stocks saw significant gains, with Dechang Motor Holdings (00179) up 9.11% and Sanhua Intelligent Control (02050) up 9.06% [4]. - Ansem Semiconductor (ON.US) rose 11.01% after announcing a strategic partnership with Innosec to advance GaN technology applications [5]. - The Nasdaq Golden Dragon Index fell 1.38%, with notable declines in popular Chinese stocks like Xpeng Motors (XPEV.US) down 4.02% and Alibaba (BABA.US) down 1.89% [5]. - Microchip Technology (MCHP.US) increased by 12.17% after raising its revenue and earnings per share forecasts due to strong booking performance [6]. - Bitcoin-related stocks saw gains, with Iren Ltd (IREN.US) up 6.91% and Coinbase (COIN.US) up 5.19% [6]. - The robotics sector in the US experienced a boost, with Richtech Robotics (RR.US) up 18.54% and iRobot (IRBT.US) up 73.85% amid government support for the industry [7].

值得注意的是，歌礼制药上月发布公告，每月一次新一代胰淀素受体激动剂ASC36和每月一次新一代 GLP-1R/GIPR双靶点激动剂ASC35复方制剂进入临床开发阶段。歌礼预计将于2026年第二季度向美国 FDA递交ASC36和ASC35复方制剂用于治疗肥胖症的新药临床试验申请。 本文源自：智通财经网 智通财经获悉，歌礼制药-B(01672)早盘涨超10%，截至发稿，涨9.42%，报13.01港元，成交额2929.53 万港元。 消息面上，歌礼制药发布公告，12月3日，公司耗资1592.75万港元回购130.6万股。据悉，歌礼制药今年 10月份公布，董事会已决定行使购回授权，并根据市况不时于公开市场购回股份，以使用最多3亿港元 的资金进行建议股份购回。 ...

机器人概念股走强，三花智控涨超9%。美国商务部长卢特尼克近期密集会晤机器人行业CEO，明确表 示政府将"全力支持"（all in）该行业加速发展，并透露特朗普政府正考虑于明年发布机器人领域专项行 政命令。这一动向标志着继人工智能后，机器人产业正成为全球主要经济体竞争的新焦点。 热点栏目 自选股 数据中心 行情中心 资金流向 模拟交易 客户端 | 代码 | 名称 | 最新价 | 涨跌幅 √ | | --- | --- | --- | --- | | 02050 | 三花智控 | 35.440 | 9.18% | | 00179 | 德昌电机控股 | 31.400 | 9.18% | | 02590 | 极智嘉-W | 25.460 | 5.47% | | 02252 | 微创机器人-B | 23.680 | 4.59% | | 09660 | 地平线机器人-W | 8.090 | 4.39% | | 00558 | 力劲科技 | 3.360 | 4.35% | | 09880 | 优必选 | 113.500 | 3.84% | | 02670 | 75 % | 179.000 | 3.47% | | 00697 ...

歌礼制药-B（01672）盘中涨超10%，截至发稿，股价上涨9.76%，现报13.05港元，成交额3508.53万港 元。 歌礼制药发布公告，12月3日，公司耗资1592.75万港元回购130.6万股。据悉，歌礼制药今年10月份公 布，董事会已决定行使购回授权，并根据市况不时于公开市场购回股份，以使用最多3亿港元的资金进 行建议股份购回。 值得注意的是，歌礼制药上月发布公告，每月一次新一代胰淀素受体激动剂ASC36和每月一次新一代 GLP-1R/GIPR双靶点激动剂ASC35复方制剂进入临床开发阶段。歌礼预计将于2026年第二季度向美国 FDA递交ASC36和ASC35复方制剂用于治疗肥胖症的新药临床试验申请。 责任编辑：卢昱君 热点栏目 自选股 数据中心 行情中心 资金流向 模拟交易 热点栏目 自选股 数据中心 行情中心 资金流向 模拟交易 客户端 客户端 歌礼制药-B（01672）盘中涨超10%，截至发稿，股价上涨9.76%，现报13.05港元，成交额3508.53万港 元。 歌礼制药发布公告，12月3日，公司耗资1592.75万港元回购130.6万股。据悉，歌礼制药今年10月份公 布，董事会已决定行使购 ...

值得注意的是，歌礼制药上月发布公告，每月一次新一代胰淀素受体激动剂ASC36和每月一次新一代 GLP-1R/GIPR双靶点激动剂ASC35复方制剂进入临床开发阶段。歌礼预计将于2026年第二季度向美国 FDA递交ASC36和ASC35复方制剂用于治疗肥胖症的新药临床试验申请。 消息面上，歌礼制药发布公告，12月3日，公司耗资1592.75万港元回购130.6万股。据悉，歌礼制药今年 10月份公布，董事会已决定行使购回授权，并根据市况不时于公开市场购回股份，以使用最多3亿港元 的资金进行建议股份购回。 智通财经APP获悉，歌礼制药-B(01672)早盘涨超10%，截至发稿，涨9.42%，报13.01港元，成交额 2929.53万港元。 ...