中国经济网北京8月5日讯 君实生物(688180.SH，01877.HK)今日A股收报39.46元，涨幅4.78%；港 股收报32.18港元，涨幅33.75%。 ...

格隆汇8月5日｜港股三大指数延续昨日反弹行情，南下资金净买入港股超220亿港元！截止收盘，恒生 指数涨0.68%，国企指数涨0.65%，恒生科技指数涨0.73%。 另一方面，7月新能源车销量成绩单发布，汽车股涨跌不一，蔚来汽车、零跑汽车、比亚迪股份全天表 现低迷，半导体股午后走低，中芯国际转跌近1%，锂电池股、教育股、石油股少部分走低。(格隆汇) 【免责声明】本文仅代表作者本人观点，与和讯网无关。和讯网站对文中陈述、观点判断保持中立，不对所包含内容 的准确性、可靠性或完整性提供任何明示或暗示的保证。请读者仅作参考，并请自行承担全部责任。邮箱： news_center@staff.hexun.com (责任编辑：宋政 HN002) 盘面上，大型科技股走势分化，其中，快手涨近3%，腾讯涨1.64%，网易涨1.55%，小米、阿里巴巴、 百度、美团仍旧飘绿；生物医药股再度迎来大涨行情，君实生物尾盘快速拉升大幅上涨近34%表现十分 抢眼，康诺亚、复宏汉霖、诺诚健华、药明康德皆走强；纸企龙头发起新一轮涨价潮，纸业股拉升明 显，晨鸣纸业大涨近15%刷新阶段新高；近期行业利好袭来，脑机接口概念股普遍上涨，南京熊猫电子 盘中涨 ...

| 代码 | 名称 | | 最新价 | 涨跌幅へ | | --- | --- | --- | --- | --- | | 09866 | 蔚来-SW | O | 35.700 | -6.54% | | 00860 | APOLLO出行 | | 0.750 | -5.06% | | 09863 | 零胞汽车 | | 62.050 | -2.28% | | 01211 | 比亚迪股份 | | 112.100 | -2.10% | | 02473 | 喜相逢集团 | | 6.060 | -0.16% | 钢铁股涨幅居前，马鞍山钢铁股份涨超15%。信达证券研报指，虽然钢铁行业现阶段面临供需矛盾突出等困扰，行业利润整体下行，但伴随系列"稳增长"政 策纵深推进，钢铁需求总量有望在房地产筑底企稳、基建投资稳中有增、制造业持续发展、钢铁出口高位等支撑下保持平稳或甚至边际略增，反观平控政策 预期下钢铁供给总量趋紧且产业集中度持续趋强，钢铁行业供需总体形势有望维持平稳。 | 代码 | 名称 | 量新价 | 涨跌幅 √ | | --- | --- | --- | --- | | 00323 | 马鞍山钢铁股份 | 2.530 | ...

Market Overview - The Hong Kong stock market continued its rebound with the Hang Seng Index rising by 0.68%, the Hang Seng China Enterprises Index increasing by 0.65%, and the Hang Seng Tech Index up by 0.73% [1] - Major tech stocks showed mixed performance, with Kuaishou rising nearly 3%, Tencent and NetEase up over 1%, while Meituan, Baidu, Alibaba, and Xiaomi experienced slight declines [4][1] Sector Performance - The biopharmaceutical sector saw significant gains, with Junshi Biosciences surging over 33% [1][6] - The paper industry is experiencing a new round of price increases, with leading companies like Chenming Paper rising nearly 15% [1][5] - Steel stocks also performed well, with Maanshan Iron & Steel rising over 15% [1][9] - Mobile gaming stocks collectively increased, with Xindong Company rising nearly 25% [1][11] Specific Stock Movements - Junshi Biosciences reached a price of 32.18, up by 33.75% [7] - Kuaishou's stock price increased to 70.80, reflecting a rise of 24.76% [12] - The Macau gaming sector showed resilience, with July gaming revenue reaching 22.125 billion MOP, a year-on-year increase of 19% [8] Weak Performances - The automotive sector remained sluggish, with NIO dropping over 6% and other manufacturers like Li Auto and BYD also declining [15] - Semiconductor stocks fell, with InnoTek down over 6% [14] - Education stocks experienced declines, with Neusoft falling over 13% [16] Capital Flows - Southbound funds recorded a net inflow of 23.426 billion HKD, with significant contributions from both Shanghai and Shenzhen stock connect [18] Future Outlook - The market outlook remains positive for sectors benefiting from policy support, including automotive, new consumption, innovative pharmaceuticals, and technology [20]

| 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | --- | --- | --- | --- | --- | --- | | 688180 | 君实生物 | 39.46 | 4.78% | 19.60万 | 7.55 Z | | 688185 | 康希诺 | 83.37 | 4.21% | 6.30万 | 5.27亿 | | 688293 | 奥浦迈 | 59.34 | 4.11% | ● 1.86万 | 1.10亿 | | 300142 | 沃森生物 | 13.59 | 3.82% | 120.51万 | 16.64亿 | | 000518 | *ST四环 | 2.32 | 2.20% | 12.03万 | 2773.23万 | | 688331 | 荣昌生物 | 63.70 | 1.84% | 7.96万 | 5.03亿 | | 002581 | ST未名 | 7.33 | 1.52% | 9.13万 | 6696.70万 | | 002773 | 康弘药业 | 42.06 | 1.50% | 10.14万 | 4.24亿 | | 300841 | 康华生物 | 78 ...

Market Overview - The three major indices in Hong Kong collectively rose, with the Hang Seng Index increasing by 0.68% to 24,902.53 points, the Hang Seng Tech Index rising by 0.73%, and the State-Owned Enterprises Index up by 0.65% [3]. Biopharmaceutical Sector - Biopharmaceutical stocks showed strong performance, with Junshi Biosciences surging over 33% [2][4]. The National Healthcare Security Administration announced support for new technologies like brain-computer interfaces to enter clinical use and be charged, establishing a pricing mechanism for newly listed drugs [2]. Steel Industry - The steel sector saw significant gains, with Maanshan Iron & Steel Co. rising over 15% [5][6]. Despite challenges such as supply-demand imbalances, the industry is expected to maintain stable demand due to ongoing "stability growth" policies, real estate stabilization, and increased infrastructure investment [5]. Apple-Related Stocks - Apple-related stocks experienced an uptick, with BYD Electronics rising over 7% [7][8]. Apple's third fiscal quarter revenue growth was reported at 9.6%, the fastest in nearly three years, reaching $94 billion, exceeding analysts' expectations [7]. Automotive Sector - The automotive sector faced a pullback, with NIO declining over 6% [9][10]. New energy vehicle sales showed a shift, with Leap Motor achieving over 50,000 monthly sales for the first time, while NIO delivered only 21,000 vehicles [9].

港股三大指数延续昨日反弹行情，南下资金净买入港股超220亿港元！截止收盘，恒生指数涨0.68%， 国企指数涨0.65%，恒生科技指数涨0.73%。盘面上，大型科技股走势分化，其中，快手涨近3%，腾讯 涨1.64%，网易涨1.55%，小米、阿里巴巴、百度、美团仍旧飘绿；生物医药股再度迎来大涨行情，君 实生物尾盘快速拉升大幅上涨近34%表现十分抢眼，康诺亚、复宏汉霖、诺诚健华、药明康德皆走强； 纸企龙头发起新一轮涨价潮，纸业股拉升明显，晨鸣纸业大涨近15%刷新阶段新高；近期行业利好袭 来，脑机接口概念股普遍上涨，南京熊猫电子盘中涨至8%，钢铁股、苹果概念股、濠赌股、核电股、 重型机械股、航空股、保险股、内银股、煤炭股多数表现活跃。另一方面，7月新能源车销量成绩单发 布，汽车股涨跌不一，蔚来汽车、零跑汽车、比亚迪股份全天表现低迷，半导体股午后走低，中芯国际 转跌近1%，锂电池股、教育股、石油股少部分走低。(格隆汇) ...

华泰证券发布港股策略研报称，近期港股回调主因内外预期修正，但中期流动性宽松逻辑不改。配置上 建议寻找景气改善+低估值板块，尤其强调对科技板块的配置；短期交易围绕中报业绩展开，建议关 注：估值有性价比且景气改善的游戏和互联网电商龙头；前向12个月估值分位数略高但盈利兑现度高， 如港股创新药及非银金融。 平安证券(香港)研究也指出，当前港股市场仍具有较低估值以及"赚钱效应"下的交易渐趋活跃等优势， 中长期走势仍可保持乐观展望。建议继续关注人工智能、机器人、半导体、工业软件等新质生产力等科 技板块，及政策加力支持的创新医药板块以及具有消费属性的中医药和医疗板块。 金融界8月5日消息 截至收盘，港股恒生指数涨0.68%，报24902.53点，恒生科技指数涨0.73%，报 5521.07点，国企指数涨0.65%，报8951.07点，红筹指数涨0.53%，报4228.54点，南向资金净买入超234 亿港元，君实生物涨超33%，东方甄选涨超16%，山东墨龙涨超14%，比亚迪电子涨超7%，大型科技股 中，阿里巴巴-W跌0.17%，腾讯控股涨1.64%，京东集团-SW平收，小米集团-W跌0.46%，网易-S涨 1.55%，美团 ...

Group 1 - The stock price of Junshi Biosciences (01877) surged nearly 35%, reaching HKD 32.28 with a trading volume of HKD 1.25 billion [1] - Guotai Junan Securities reported a growing enthusiasm for dual-antibody development globally, indicating a window for innovative achievements in the domestic antibody industry [1] - Junshi Biosciences has extensive experience in monoclonal antibody development, with its PD-1 monoclonal antibody, Toripalimab, being one of the first domestically launched PD-1 inhibitors [1] Group 2 - Toripalimab is currently approved for multiple indications in China and is expanding its global commercialization network, with approvals expected in the US and EU in 2023 and 2024 [1] - The company has developed a series of innovative dual-antibody molecules (JS207, JS201, JS203, JS205) and dual-antibody ADCs (JS212) [1] - On June 20, Junshi Biosciences completed a placement of 41 million new shares, raising approximately HKD 1.026 billion, with 70% of the funds allocated for innovative drug research and 30% for general corporate purposes [1]

本文源自：金融界 作者：行情君 8月5日，君实生物(01877)盘中上涨32.83%，截至15:54，报31.96元/股，成交11.06亿元。 上海君实生物医药科技股份有限公司主要业务是发现、开发和商业化创新疗法，特别是在肿瘤免疫疗 法、自身免疫系统疾病、慢性代谢类疾病、神经系统疾病、感染类疾病等治疗方面。公司拥有卓越的创 新药物发现能力、先进的生物技术研发、全产业链大规模生产技术和极具市场潜力的在研药品组合。 截至2025年一季报，君实生物营业总收入5.01亿元、净利润-2.35亿元。 ...