Group 1 - The Hong Kong stock market is experiencing a rally, with both the Hang Seng Index and the Hang Seng Tech Index rising over 1% [1] - The AI application and innovative pharmaceutical sectors are leading the gains in the market [1] - Companies such as Yu Wen Group and Zhi Pu have seen their stock prices increase by over 6%, while Kangfang Biotech and Innovent Biologics have risen by over 3% [1]

港股通创新药ETF跟踪中证港股通创新药指数，指数编制方式更科学合理，成分股涵盖如百济神州、信达生物和药明生物等龙头企业。 港股通创新药ETF易方达是目前市场上唯一跟踪恒生港股通创新药指数的产品，该指数在编制方案中明确剔除了CXO公司，聚焦创新药产业核心企业，权重 股包括百济神州、信达生物、药明生物、康方生物等龙头公司，为投资者布局港股前沿创新药企提供了便捷工具。 港股创新药上涨，石药集团、药明生物、信达生物涨超5%，带动港股通创新药ETF嘉实、港股通创新药ETF万家、港股创新药50ETF、港股通创新药ETF鹏 华、港股创新药ETF、恒生生物科技ETF南方、港股通创新药ETF、港股创新药ETF、港股通创新药ETF南方、港股通创新药ETF工银、港股通创新药ETF、 恒生生物科技ETF易方达、 港股通医疗ETF富国上涨。 | 证券代码 | 证券简称 | 当日涨幅% | 年内涨幅 | 管理 | | --- | --- | --- | --- | --- | | 520970.SH | 港股通创新药ETF嘉实 | 3.27% | 11.03% | 嘉委 | | 520700.SH | 港股通创新药ETF万家 | 3.1 ...

Group 1 - The Hang Seng Index rose by 0.54% at midday on February 10 [1] - The Hang Seng Tech Index increased by 0.84% [1] - CSPC Pharmaceutical Group saw a significant increase of 6% [1] - WuXi Biologics experienced a rise of 5.6% [1] - Innovent Biologics rose by 5.27% [1] - New Oriental Education & Technology Group declined by 4.71% [1] - Meituan saw a decrease of 3.02% [1]

港股频道更多独家策划、专家专栏，免费查阅>> 责任编辑：栎树 2月10日，信达生物(1801.HK)再度拉升涨超7%，现报92.5港元，总市值1568亿港元。消息上，信达生物日前与礼来制药达 成战略合作，推进肿瘤及免疫领域创新药全球研发。信达生物主导相关项目从药物发现至中国临床概念验证的研发工作， 礼来获大中华区外全球独家开发与商业化许可。信达生物将获88.5亿美元总付款，含3.5亿美元首付款及最高85亿美元里程 碑付款，还有权获大中华区外净销售额梯度销售分成。 摩根大通发表研究报告指出，信达生物与礼来达成战略合作，共同在全球范围开发聚焦于肿瘤和免疫学领域的新型生物制 剂。该行认为此次合作属正面惊喜，标志著信达生物迈向全球性生物制药公司历程中的又一个重要里程碑，并突显其研发 平台的实力。该行重申信达生物是其所覆盖的中国生物科技公司中的首选标的之一，予其"增持"评级，目标价为111港元。 ...

摩根大通发表研报指，信达生物与礼来达成战略合作，共同在全球范围开发聚焦于肿瘤和免疫学领域的 新型生物制剂。该行认为此次合作属正面惊喜，标志着信达生物迈向全球性生物制药公司历程中的又一 个重要里程碑，并突显其研发平台的实力。在电话会议上，信达生物管理层重申其长期愿景，主要受惠 于通用生物药和肿瘤药领域双引擎增长策略的支持。该行对信达生物在其商业及研发产品在线的执行 力，以及其强大的业务拓展能力持续印象深刻。该行重申信达生物是其所覆盖的中国生物科技公司中的 首选标的之一，予其"增持"评级，目标价为111港元。 ...

Core Viewpoint - The innovative drug concept stocks have generally risen in the morning session, indicating positive market sentiment towards this sector [1][2]. Group 1: Stock Performance - CSPC Pharmaceutical Group (01093) increased by 7.16%, trading at HKD 10.48 [1][2]. - WuXi Biologics (02269) rose by 5.54%, with a price of HKD 40.36 [1][2]. - CanSino Biologics-B (02162) saw a gain of 5.45%, priced at HKD 60.95 [1][2]. - Innovent Biologics (01801) experienced a 5.15% increase, trading at HKD 89.8 [1][2]. - Zai Lab (09688) climbed by 4.9%, with shares priced at HKD 14.76 [1][2].

截至2026年2月10日 10:49，恒生港股通创新药指数(HSSCID)强势上涨4.32%，港股通创新药ETF易方达 (159316)上涨3.50%， 冲击3连涨。盘中换手9.42%，成交4.03亿元。 港股通创新药ETF易方达(159316)紧密跟踪恒生港股通创新药指数，恒生港股通创新药指数旨在反映可 经港股通买卖，业务与创新药研究、开发及生产相关的香港上市公司之表现。 相关产品 根据合作协议，信达生物依托自身成熟的抗体技术平台及高效的临床能力，将主导相关项目从药物发现 至中国临床概念验证（二期临床试验完成）的研发工作。根据协议，礼来获得相关项目在大中华区以外 的全球独家开发与商业化许可，信达生物保留相关项目在大中华区的全部权利。根据协议条款，信达生 物将获得 3.5 亿美元首付款；在达成后续特定里程碑事件后，信达生物还有资格获得总额最高约85亿美 元的研发、监管及商业化里程碑付款。此外，信达生物有权就各产品在大中华区以外的净销售额获得梯 度的销售分成。 中邮证券认为，创新药板块虽短期受资金面扰动有所回调，但产业层面全球参与度提升趋势已在2025年 充分体现；国产新药正从早研追赶迈向效率制胜阶段，中期维度 ...

信达生物(1801.HK)再度拉升涨超7%，现报92.5港元，总市值1568亿港元。 ...

Core Viewpoint - The innovative pharmaceutical sector is experiencing a significant rise, with multiple companies reporting substantial stock increases due to recent high-profile collaborations and a positive outlook for revenue growth in the industry [1] Group 1: Stock Performance - Innovative drug concept stocks are generally rising, with notable increases: - CSPC Pharmaceutical Group (01093) up 7.16% to HKD 10.48 - WuXi Biologics (02269) up 5.54% to HKD 40.36 - CanSino Biologics-B (02162) up 5.45% to HKD 60.95 - Innovent Biologics (01801) up 5.15% to HKD 89.8 - Zai Lab (09688) up 4.9% to HKD 14.76 [1] Group 2: Collaborations and Partnerships - Significant collaborations have been announced in 2026, including: - CSPC Pharmaceutical Group's partnership with AstraZeneca worth up to USD 18.5 billion - Rongchang Biologics' agreement with AbbVie valued at USD 5.6 billion - Various innovative drug export formats are emerging, such as "single product licensing" and "technology platform + heavyweight single product" [1] Group 3: Industry Outlook - According to Kaiyuan Securities, the revenue growth in innovative drugs is accelerating, with over 70% of companies expected to achieve positive revenue growth by 2025 - The innovative drug sector has seen a correction over the past two quarters, but long-term prospects indicate that many quality stocks offer attractive valuation opportunities - It is recommended to increase allocation in this sector, focusing on companies with established overseas operations and high clinical data performance [1]

Core Viewpoint - The innovative drug sector is experiencing a significant rise, with multiple companies reporting substantial stock increases and notable collaborations in 2026, indicating a robust growth phase for the industry [1] Group 1: Stock Performance - Companies such as CSPC Pharmaceutical (01093) saw a stock increase of 7.16%, trading at HKD 10.48; WuXi Biologics (02269) rose by 5.54% to HKD 40.36; CanSino Biologics-B (02162) increased by 5.45% to HKD 60.95; Innovent Biologics (01801) gained 5.15% to HKD 89.8; and Zai Lab (09688) rose by 4.9% to HKD 14.76 [1] Group 2: Collaborations and Partnerships - Significant collaborations have emerged in 2026, including CSPC Pharmaceutical's partnership with AstraZeneca valued at up to USD 18.5 billion, and Rongchang Biopharmaceutical's agreement with AbbVie worth USD 5.6 billion, showcasing various innovative drug export models [1] Group 3: Industry Growth and Outlook - According to Open Source Securities, the revenue growth in the innovative drug sector is accelerating, with over 70% of companies expected to achieve positive revenue growth by 2025; the sector has undergone a correction over the past two quarters, but long-term prospects for quality stocks appear favorable [1] - The firm recommends increasing allocation to the innovative drug sector, focusing on companies with established overseas operations and high clinical data quality, which are likely to have better export probabilities [1]