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。 ...

港股君实生物拉升，一度涨超30%。 ...

每经AI快讯，8月5日，港股君实生物拉升，一度涨超30%，现涨24%。 （文章来源：每日经济新闻） ...

Group 1 - The core viewpoint highlights the strong performance and growth of the Kexin Pharmaceutical ETF managed by Jiashi, with significant trading activity and inflows [2] - As of August 4, the Kexin Pharmaceutical ETF Jiashi has seen a weekly average trading volume of 58.54 million yuan, ranking first among comparable funds [2] - The fund's scale increased by 12.30 million yuan over the past two weeks, also leading among comparable funds [2] - The fund's net asset value has risen by 50.01% over the past year, placing it in the top 15.64% of index equity funds [2] Group 2 - The top ten weighted stocks in the Shanghai Stock Exchange Science and Technology Innovation Board Biopharmaceutical Index account for 49.14% of the index, with leading companies including United Imaging Healthcare and BeiGene [2][4] - The biopharmaceutical industry is expected to stabilize and grow throughout 2025, supported by favorable policies for innovative drug development and medical equipment updates [5] - The transition to the 2.0 era of innovative drugs in China is marked by a qualitative improvement, with domestic new drugs expected to participate deeply in the global market over the next decade [4]

Group 1 - The core point of the news is that Junshi Biosciences has experienced fluctuations in financing activities, with a net sell-off observed recently [1][2][3] Group 2 - On August 4, Junshi Biosciences had a financing buy-in amount of 0.58 billion yuan, ranking 285th in the market, with a financing repayment amount of 0.65 billion yuan, resulting in a net sell-off of 7.1691 million yuan [1] - Over the last three trading days (July 31 to August 4), Junshi Biosciences recorded financing buy-ins of 0.70 billion yuan, 0.68 billion yuan, and 0.58 billion yuan respectively [2] - In terms of securities lending, on August 4, there were 0.58 thousand shares sold short, with a net sell-off of 0.46 thousand shares [3]

Group 1: Robotics and Automation - Tianzhun Technology has developed an intelligent driving domain controller that can serve the Robotaxi sector [1] - Haoshi Electromechanical has successfully applied a massage robot in professional beauty chain institutions [1] - Xinhongye is focusing on the research and development of humanoid robot cable technology and product iteration [1] Group 2: Semiconductor and Related Technologies - Huagong Technology's self-developed 1.6T silicon optical module has entered the sample testing phase with key customers [2] - Longtu Photomask is providing semiconductor masks for Innosilicon [2] - Yangjie Technology has released new products applicable to AR glasses and related fields [2] Group 3: Other Industry Developments - Rongda Photosensitive is supplying PCB photoresist products to Shenghong Technology [1] - Deyuan Pump Industry has products compatible with fluorine pump natural cooling systems [2] - Zhongyuan Tong's power products are core components of liquid-cooled server equipment [2] - China Chemical is engaging in business connections with owners related to the Yarlung Tsangpo River downstream project [2] - Grinmei's ultra-high nickel 9-series ternary precursor has passed mass production certification and achieved small-scale production of ten tons [2]

君实生物（688180.SH）8月4日在投资者互动平台表示，截至本回复日，公司尚无抗生素相关业务。 每经AI快讯，有投资者在投资者互动平台提问：贵公司是否涉及抗生素相关业务？如果是，为何未见 在年报和ESG报告中披露抗生素管理相关信息，后续是否有计划在年报及ESG报告中披露具体的抗生素 管理风险与机遇？ （文章来源：每日经济新闻） ...

Core Viewpoint - The company, Junshi Biosciences, currently does not engage in any antibiotic-related business and has no plans to disclose antibiotic management risks and opportunities in future reports [1] Group 1 - Investors inquired about the company's involvement in antibiotic-related business [1] - The company confirmed that it has no antibiotic-related business as of the date of the response [1] - The company expressed gratitude for the investor's interest [1]

格隆汇8月4日丨君实生物(688180.SH)在互动平台表示，截至本回复日，公司尚无抗生素相关业务。 ...