經調整期內虧損指未計股份支付開支人民幣16,165,000元（截至2024年6月30日止六個月：人 民幣17,634,000元）影響的期內虧損。《國際財務報告準則》並未對經調整期內虧損一詞進行界 定。使用該非《國際財務報告準則》計量作為分析工具具有局限性， 閣下不應視其為獨立於或 可代替本集團根據《國際財務報告準則》所呈報的經營業績或財務狀況的分析。我們對有關經 調整數字的呈列未必可與其他公司所呈列的類似計量指標相比。然而，我們認為，該非《國際 財務報告準則》計量可通過消除管理層認為不能反映本集團核心經營表現的項目的潛在影響， 反映本集團的核心經營業績，從而有助於在適用限度內比較不同期間及不同公司的核心經營表 現。 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之內容概不負責，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全部或任何部分內容而產生或因倚賴 該等內容而引致之任何損失承擔任何責任。 Keymed Biosciences Inc. 康諾亞生物醫藥科技有限公司 （於開曼群島註冊成立的有限公司） （股份代號：2162） 截至2025年6月30日止六個月之 中期業績公告；及 首席 ...

Core Viewpoint - Hansoh Pharmaceutical plans to raise HKD 3.9 billion through a placement, marking its third refinancing since its listing, with its stock price currently at approximately 80% of its historical high [2] Group 1: Financing Activities - Since the beginning of 2025, over 20 innovative pharmaceutical companies listed in Hong Kong have engaged in refinancing, significantly surpassing the same period last year, with total refinancing exceeding HKD 34 billion [2][4] - WuXi AppTec raised nearly HKD 7.7 billion through a share placement, making it the highest fundraising company in this round of refinancing [5] - Innovent Biologics raised approximately HKD 4.3 billion through the placement of 55 million new shares, with 90% of the funds allocated for global R&D and facility layout [5] Group 2: Stock Performance and Market Trends - The stock prices of many innovative pharmaceutical companies have doubled since the beginning of the year, indicating a market recovery [2] - Innovent Biologics' stock price has increased over 2.5 times since the start of the year, reflecting strong market interest [10] Group 3: Shareholder Actions - Some founders and major shareholders are taking the opportunity to reduce their holdings and cash out, despite the ongoing fundraising activities [4][10] - Notable reductions include Temasek's divestment of over HKD 2.4 billion from Innovent Biologics and significant sales by other major shareholders in various companies [10][11] Group 4: Alternative Financing Methods - Several companies are utilizing "old-for-new" financing methods, where founders sell their old shares to new investors and use the cash to subscribe to new shares, making it more attractive for investors [7][8] - Companies like Aisheng Pharmaceutical and others have successfully raised funds through this method, indicating a trend in the market [8]

Group 1 - The core viewpoint of the news is the performance and holdings of the Huatai Fuhua Medical Active Growth One-Year Holding Mixed Fund A, which has shown significant returns in various time frames [1] - As of June 30, 2025, the fund's total assets amount to 1.922 billion yuan, with a recent net value of 0.8263 yuan, reflecting a growth of 1.04% [1] - The fund has achieved a return of 15.15% over the past month, 63.14% over the past six months, and 66.59% year-to-date, ranking 506 out of 4688, 60 out of 4532, and 84 out of 4490 respectively in its category [1] Group 2 - The top ten stock holdings of the fund account for a total of 61.79%, with significant positions in companies such as Sanofi (10.07%), Innovent Biologics (8.94%), and Kelun-Biotech (8.71%) [1] - The fund was established on August 21, 2020, and is managed by Zheng Lei, who has extensive experience in the medical and healthcare investment sector [2]

康诺亚-B(02162.HK)8月26日举行董事会会议考虑并批准中期业绩 康诺亚-B(02162.HK)完成配售2160万 股 净筹8.54亿港元 格隆汇8月14日丨康诺亚-B(02162.HK)宣布，公司将于2025年8月26日(星期二)举行董事会会议，藉以(其 中包括)考虑并批准公司及其附属公司截至2025年6月30日止六个月中期业绩及其发布，以及考虑派发中 期股息(如有)。 相关事件 ...

Keymed Biosciences Inc. 康諾亞生物醫藥科技有限公司 （於開曼群島註冊成立的有限公司） 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，概不就因本公告全部或任何部分內容而產生或因依 賴該等內容而引致的任何損失承擔任何責任。 （股份代號：2162） 香港，2025年8月14日 董事會召開日期 於本公告日期，董事會包括執行董事Bo CHEN博士、Changyu WANG博士及徐剛 博士；非執行董事陳奇先生、王閩川博士及劉逸倫先生；及獨立非執行董事王小 凡教授、柯楊教授及羅卓堅先生。 康諾亞生物醫藥科技有限公司（「本公司」）董事會（「董事會」）謹此宣佈，本公司 將於2025年8月26日（星期二）舉行董事會會議，藉以（其中包括）考慮並批准本公 司及其附屬公司截至2025年6月30日止六個月中期業績及其發佈，以及考慮派發 中期股息（如有）。 承董事會命 康諾亞生物醫藥科技有限公司 董事長 Bo CHEN博士 ...

Group 1 - The core viewpoint of the news is the performance and holdings of the Zhongyin Innovation Medical Mixed Fund C, which has shown significant growth in recent months and has a strong portfolio in the healthcare sector [1][3]. - As of August 13, 2025, the latest net value of Zhongyin Innovation Medical Mixed Fund C is 2.1969 yuan, reflecting a growth of 3.87% [1]. - The fund has achieved a return of 15.09% over the past month, ranking 1008 out of 4699 in its category [1]. - Over the last six months, the fund's return is 86.76%, ranking 26 out of 4543 [1]. - Year-to-date, the fund has returned 85.33%, ranking 30 out of 4501 [1]. - The top ten stock holdings of the fund account for a total of 62.83%, with significant positions in companies such as Innovent Biologics (8.33%), Kelun-Biotech (8.15%), and Hengrui Medicine (8.08%) [1]. Group 2 - The Zhongyin Innovation Medical Mixed Fund C was established on October 30, 2020, and as of June 30, 2025, it has a total scale of 2.686 billion yuan [1]. - The fund manager, Zheng Ning, has a background in asset management and has held various positions in the investment industry, including roles at Taikang Asset Management and Zhonggeng Fund Management [2]. - Zheng Ning has been managing the Zhongyin Innovation Medical Mixed Fund C since July 1, 2022, and has also taken on management roles for other funds within the healthcare sector [2].

Group 1 - The Hong Kong stock market showed strong performance on August 13, with the Hang Seng Index rising by 1.88% and the Hang Seng Tech Index increasing by 2.35%, particularly driven by the healthcare sector [1] - The Hong Kong Innovative Drug 50 ETF (513780) closed up by 3.38% with a turnover rate exceeding 18% and a transaction volume of over 400 million yuan, indicating strong investor interest [1] - Notably, the Hong Kong Innovative Drug 50 ETF (513780) experienced a net inflow of 1.07 billion yuan over the past 15 trading days, and it has gained over 92% year-to-date as of August 12 [1] Group 2 - The National Healthcare Security Administration announced the preliminary review results for the 2025 medical insurance directory and commercial insurance innovative drug directory, with 534 drugs passing the basic medical insurance directory review and 121 drugs passing the commercial insurance innovative drug directory review [2] - High-priced innovative drugs, including CAR-T therapies, are seeking inclusion in the commercial insurance innovative drug directory, indicating a push for diversified payment methods for innovative drugs [2] - Analysts suggest that the rise of innovative drugs is sustainable, recommending attention to companies with rich pipeline layouts, high-potential single innovative drugs, and leading technology platforms in the sector [2]

简历显示：郑宁先生:中国,研究生、硕士。曾任泰康资产管理有限责任公司股票研究经理、高级股票研 究经理;中庚基金管理有限公司研究员、高级研究员(医药组组长)。2022年加入中银基金管理有限公司。 2022年7月1日担任中银创新医疗混合型证券投资基金基金经理。2022年10月13日担任中银医疗保健灵活 配置混合型证券投资基金基金经理。2023年2月28日任中银大健康股票型证券投资基金基金经理。 来源：金融界 金融界2025年8月7日消息，中银创新医疗混合A(007718) 最新净值2.1723元，下跌3.54%。该基金近1个 月收益率12.66%，同类排名684|4457；近6个月收益率78.76%，同类排名23|4316；今年来收益率 80.53%，同类排名29|4287。 中银创新医疗混合A股票持仓前十占比合计62.83%，分别为：信达生物（8.33%）、科伦博泰生 （8.15%）、恒瑞医药（8.08%）、康方生物（8.07%）、新诺威（6.13%）、百利天恒（5.99%）、百济 神州-U（5.97%）、翰森制药（4.15%）、荣昌生物（4.05%）、康诺亚-B（3.91%）。 公开资料显示，中银创新医疗混合 ...

Market Overview - US stock indices rebounded, influenced positively by Trump's market support, leading to a 0.68% rise in Hong Kong stocks [1] - San Francisco Fed President Daly indicated that the timing for interest rate cuts is approaching, with expectations for two 25 basis point cuts this year [1] - Goldman Sachs predicts three consecutive 25 basis point cuts starting in September, with a potential 50 basis point cut if unemployment rises further [1] Domestic Market Sentiment - A-share new account openings in July reached 1.96 million, a 71% year-on-year increase, indicating rising domestic confidence [2] - The stock of Upwind New Materials surged 20% after resuming trading, reigniting market enthusiasm [2] - The steel sector saw a significant rise, with Maanshan Iron & Steel's stock increasing over 15% due to improved loss forecasts and supportive policies [2] Industry Trends - The paper industry is experiencing a price increase, with major companies like Nine Dragons Paper and Lee & Man Paper announcing price hikes [2] - The eleventh batch of centralized drug procurement in China saw a record 45 companies applying for the same drug, intensifying competition in the generic drug market [3] - Investment is shifting towards innovative drugs, with companies like Junshi Biosciences seeing stock increases of nearly 34% due to promising clinical trials [3] Financial Support for Key Industries - A joint guideline from the central bank and seven departments aims to support financing for key manufacturing sectors, including integrated circuits and medical equipment [4] - AI-related companies like Longi Green Energy and Lenovo's server business are seeing stock increases due to new orders and market interest [4] Gaming Industry Performance - The domestic gaming market is projected to reach RMB 168 billion in sales by the first half of 2025, a 14.08% year-on-year increase [4] - Heartbeat Games anticipates a revenue increase of approximately 37% for the first half of 2025, driven by strong performance from self-developed games [4] Individual Company Highlights - Tencent's mobile game "Valorant: Source Action" is set to launch on August 19, with projected annual revenue exceeding RMB 6 billion [5] - Oriental Selection's stock surged nearly 17% ahead of its upcoming financial report, reflecting strong market performance [6] - The Macau gaming sector is experiencing a positive trend, with Morgan Stanley raising its revenue growth forecast for the year from 5% to 10% [6] Technological Advancements - Apple's breakthrough in brain-computer interface (BCI) technology allows users to control devices through thought, indicating a significant market opportunity [7] - The Chinese BCI market is expected to exceed RMB 3.8 billion by 2025, with a CAGR of approximately 20% [7] Investment Opportunities - Kelun-Bio has become a top holding in a major fund, indicating strong market confidence in its innovative drug pipeline [8] - The company has established multiple technology platforms and is expected to accelerate commercialization in 2025 [8]

行业估值方面，药品及生物科技行业市盈率（TTM）平均值为2.19倍，行业中值6.44倍。康诺亚-B市盈 率-33.21倍，行业排名第99位；其他精优药业（00858.HK）为1.42倍、金斯瑞生物科技（01548.HK）为 1.63倍、东瑞制药（02348.HK）为3.35倍、吉林长龙药业（08049.HK）为5.94倍、大健康国际 （02211.HK）为6.94倍。 8月5日，截至港股收盘，恒生指数上涨0.68%，报24902.53点。康诺亚-B（02162.HK）收报69.6港元/ 股，上涨12.53%，成交量628.25万股，成交额4.18亿港元，振幅12.77%。 最近一个月来，康诺亚-B累计涨幅35.04%，今年来累计涨幅100.16%，跑赢恒生指数23.3%的涨幅。 财务数据显示，截至2024年12月31日，康诺亚-B实现营业总收入4.28亿元，同比增长20.91%；归母净利 润-5.15亿元，同比减少43.38%；毛利率97.15%，资产负债率34.28%。 机构评级方面，目前暂无机构对该股做出投资评级建议。 本文源自：金融界 作者：行情君 资料显示，康诺亚生物医药科技有限公司(2162.HK) ...