港股药品股多数走强，翰森制药(03692.HK)、石药集团(01093.HK)涨超3%，复星医药(02196.HK)涨超 2%。 ...

智通财经6月3日电，截至发稿，翰森制药(03692.HK)涨3.85%、石药集团(01093.HK)涨3.63%、信达生物 (01801.HK)涨2.93%、复星医药(02196.HK)涨2.84%。 港股医药股走强 翰森制药涨近4% ...

Market Overview - The Hong Kong stock market experienced a gap down of 1.2% due to unexpected developments in the trade war, despite initial optimism about tariff negotiations [1] - The U.S. Court of Appeals temporarily suspended a lower court's ruling that prohibited the enforcement of several tariff orders from the Trump administration, providing a temporary reprieve for the administration [1][2] Trade Policy Developments - The Trump administration is considering a two-step strategy to ensure the continuation of its tariff policies, potentially utilizing a rarely invoked clause from the Trade Act of 1974 to impose tariffs of up to 15% for 150 days [2] - U.S. Treasury Secretary indicated that trade negotiations between the U.S. and China are currently stalled, requiring direct involvement from both countries' leaders to reach an agreement [2] Industry Responses - In response to the U.S. trade actions, China announced export controls on seven categories of rare earth materials, which are critical for various industries including automotive and aerospace [3] - The Chinese rare earth sector is expected to see movements in related stocks, such as China Rare Earth (00769) and Jinhui Rare Earth (06680) [3] Pharmaceutical Sector Highlights - The pharmaceutical company CSPC Pharmaceutical Group (01093) announced three potential BD collaborations with a total transaction value nearing $5 billion, with one deal expected to be signed next month [4] - The stock of CSPC Pharmaceutical rose over 6%, reaching a new high for the year, reflecting the growing competitiveness of Chinese innovative drug companies in the global market [4] Shipbuilding Industry Performance - The Chinese shipbuilding industry demonstrated strong resilience, with completion and new order volumes for the first four months of the year reaching 15.32 million deadweight tons and 30.69 million deadweight tons, respectively, maintaining a global market share of 49.9% and 67.6% [8] - Many shipbuilding companies report full order books, with some orders extending to 2029, indicating a sustained positive outlook for the industry [8] Individual Company Insights - China Shipbuilding Defense (00317) reported a significant increase in revenue and net profit for Q1, with net profit growing by 1099.85% year-on-year, driven by increased ship product revenue and improved production efficiency [10] - The company has a robust order backlog, with new orders in Q1 amounting to RMB 12.502 billion, which is 71.64% of its annual target, indicating strong future cash flow and operational performance [10]

Core Insights - The National Medical Products Administration approved 11 innovative drugs recently, with 10 coming from listed companies, indicating a significant advancement in China's pharmaceutical sector [1][4] - The approval of these drugs marks a pivotal moment for the industry, as it transitions into a phase of realizing the results of extensive research and development efforts [7][8] Group 1: Drug Approvals and Innovations - Among the approved drugs, several are the first of their kind in China, including Bai Jie Shen Zhou's injection of Zhenida Monoclonal Antibody, which is the first HER2 dual-target drug approved for cholangiocarcinoma [4][5] - Heng Rui Pharmaceutical's Apixaban is a multi-target tyrosine kinase inhibitor approved for use in advanced solid tumors, showcasing innovative treatment mechanisms [4][5] - The approval of Zai Jing Pharmaceutical's Jikaxitinib marks the first domestic JAK inhibitor for treating myelofibrosis, providing new options for patients with rare blood cancers [5][6] Group 2: Market Trends and Investment Opportunities - The innovative drug sector has seen a strong market performance, with 53 stocks hitting the daily limit up, indicating heightened investor interest [2][7] - Analysts predict that 2025 will be a transformative year for the pharmaceutical industry, characterized by increased revenue, profitability, and valuation improvements [1][7] - The Hong Kong innovation drug index has seen significant capital inflow, with over 200 million yuan in net inflow over the past 20 trading days, reflecting strong market sentiment [2][8] Group 3: Challenges and Future Outlook - Despite the positive developments, the innovative drug industry faces challenges such as high uncertainty in commercialization and intense competition among similar products [7][8] - The industry is supported by favorable policies and the growth of commercial health insurance, which enhances the payment environment for innovative drugs [8]

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，概不對因本公告全部或任何部份內容而產生或因倚賴該等內容而引致的任何損 失承擔任何責任。 上 海 復 星 醫 藥（ 集 團 ）股 份 有 限 公 司 Shanghai Fosun Pharmaceutical (Group) Co., Ltd.* （於中華人民共和國註冊成立的股份有限公司） （股份代號：02196） 海外監管公告 本公告乃根據香港聯合交易所有限公司證券上市規則第13.10B條而作出。 茲載列上海復星醫藥（集團）股份有限公司（「本公司」）在上海證券交易所網站刊登的《關於 為控股子公司提供擔保的進展公告》，僅供參閱。 承董事會命 证券代码：600196 股票简称：复星医药 编号：临 2025-098 上海复星医药（集团）股份有限公司 上海復星醫藥（集團）股份有限公司 董事長 陳玉卿 中國，上海 2025 年5 月3 0 日 於本公告日期，本公司之執行董事為陳玉卿先生、關曉暉女士、文德鏞先生及王可心先生；本公司之非執行 董事為陳啟宇先生、徐曉亮先生、潘東輝先生及吳以芳先生；以及本公 ...

（於中華人民共和國註冊成立的股份有限公司） 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，概不對因本公告全部或任何部份內容而產生或因倚賴該等內容而引致的任何損 失承擔任何責任。 上 海 復 星 醫 藥（ 集 團 ）股 份 有 限 公 司 Shanghai Fosun Pharmaceutical (Group) Co., Ltd.* （股份代號：02196） 海外監管公告 本公告乃根據香港聯合交易所有限公司證券上市規則第13.10B條而作出。 茲載列上海復星醫藥（集團）股份有限公司（「本公司」）在上海證券交易所網站刊登的《關於 控股子公司藥品臨床試驗進展的公告》，僅供參閱。 承董事會命 上海復星醫藥（集團）股份有限公司 董事長 陳玉卿 中國，上海 2025 年5 月3 0 日 於本公告日期，本公司之執行董事為陳玉卿先生、關曉暉女士、文德鏞先生及王可心先生；本公司之非執行 董事為陳啟宇先生、徐曉亮先生、潘東輝先生及吳以芳先生；以及本公司之獨立非執行董事為李玲女士、湯 谷良先生、王全弟先生及余梓山先生。 * 僅供識別 证券代码：60019 ...

证券代码：600196 股票简称：复星医药 编号：临 2025-098 ●特别风险提示：截至 2025 年 5 月 29 日，被担保方上海健嘉的最近一期末 的资产负债率超过 70%。包括本次担保在内，本集团实际对外担保均为本公司与 控股子公司/单位之间、控股子公司/单位之间发生的担保。敬请投资者注意相关 风险。 上海复星医药（集团）股份有限公司 关于为控股子公司提供担保的进展公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述 或者重大遗漏，并对其内容的真实性、准确性和完整性承担法律责任。 重要内容提示（简称同正文） ●本次担保及相应反担保： 由控股子公司健嘉医疗为其控股子公司上海健嘉向交通银行申请的融资项 下债务提供最高额连带责任保证担保，该等债务不超过人民币 1,100 万元；上海 健嘉将抵押其部分自有设施设备为前述担保提供反担保。 ●实际为被担保方提供的担保金额： 截至 2025 年 5 月 29 日，包括本次担保在内，本集团实际为上海健嘉担保金 额为人民币 1,100 万元。 ●截至 2025 年 5 月 29 日，本集团无逾期担保事项。 一、概述 （一）本次担保的基本情况 202 ...

证券代码：600196 股票简称：复星医药 编号：临 2025-097 上海复星医药（集团）股份有限公司 药品研发及至上市是一项长期工作，存在诸多不确定因素，敬请广大投资者注 意投资风险。 一、概况 近日，上海复星医药（集团）股份有限公司（以下简称"本公司"）控股子公 司浙江星浩澎博医药有限公司就 XH-S004 片（申请注册分类：化药 1 类；以下简称 "XH-S004"）用于治疗非囊纤维化支气管扩张症于中国境内（不包括港澳台地区， 下同）启动Ⅱ期临床试验。 二、XH-S004 的基本信息及研究情况 XH-S004 为本集团（即本公司及控股子公司/单位，下同）自主研发的小分子口 服DPP-1 抑制剂，拟用于治疗非囊性纤维化支气管扩张症、慢性阻塞性肺疾病等。 截至本公告日期（即 2025 年 5 月 30 日，下同），XH-S004 另一适应症（用于治疗 慢性阻塞性肺疾病）于中国境内已获临床试验批准。 截至 2025 年 4 月，本集团现阶段针对 XH-S004 的累计研发投入约为人民币 0.61 亿元（未经审计）。 截至本公告日期，于全球范围内尚无同一分子机制的药物获批上市。 三、风险提示 根据中国相关法规 ...

复星医药（600196）公告，控股子公司浙江星浩澎博医药有限公司就XH-S004片启动Ⅱ期临床试验，用 于治疗非囊纤维化支气管扩张症。截至2025年4月，XH-S004另一适应症(用于治疗慢性阻塞性肺疾病)于 中国境内已获临床试验批准。截至公告日期，XH-S004的累计研发投入约为人民币0.61亿元。 ...

Group 1 - The core viewpoint of the news highlights the positive performance of the Hong Kong pharmaceutical sector, with the China Securities Hong Kong Stock Connect Pharmaceutical and Health Comprehensive Index (930965) rising by 0.30% as of May 30, 2025, and notable increases in individual stocks such as Meizhong Jiahe (02453) up 11.32% and Fosun Pharma (02196) up 9.36% [1] - Fosun Pharma's subsidiary Shanghai Fosun Pharmaceutical Industry Development Co., Ltd. received approval from the National Medical Products Administration for its new drug Luwo Mei Tini Tablets (brand name: Fumai Ning), which is indicated for treating Langerhans cell histiocytosis (LCH) and symptomatic, inoperable plexiform neurofibromas in children and adolescents with Neurofibromatosis type I (NF1) [1] - The Hong Kong Medical ETF (513700) has shown a 4.22% increase over the past week, ranking among the top in its category [1] Group 2 - The Shanghai Drug Administration is enhancing communication with the National Medical Products Administration to support enterprises in the registration and listing process, aiming to reduce obstacles and promote innovation in drug and medical device development [2] - The China Securities Hong Kong Stock Connect Pharmaceutical and Health Comprehensive Index comprises 50 liquid and large-cap stocks in the healthcare sector, with the top ten weighted stocks accounting for 60.54% of the index [2]