格隆汇8月27日｜港股市场生物技术股普跌，其中，三叶草生物跌超14%，北海康成跌超8%，银诺医 药、科伦博泰生物跌超6%，康诺亚、创胜集团、嘉和生物、药明巨诺跌超5%。 | 代码 | 名称 | 涨跌幅 ^ | | --- | --- | --- | | 02197 | 三叶草生物-B ⊙ | -14.13% | | 01228 | 北海康成-B | -8.33% | | 02591 | 银诺医药-B | -6.50% | | 06990 | 科伦博泰生物-B | -6.38% | | 02162 | 康诺亚-B | -5.98% | | 06628 | 创胜集团-B | -5.03% | | 06998 | 嘉和生物-B | -5.50% | | 03839 | 正大企业国际 | -5.22% | | 02126 | 药明巨诺-B | -5.14% | | 02616 | 基石约V-B | -4.80% | | 02367 | 巨子生物 | -4.58% | | 01548 | 金斯瑞生物科技 | -4.16% | | 01521 | 方达控股 | -4.08% | | 02696 | 复宏汉霖 | -3.5 ...

智通财经APP讯，三叶草生物-B(02197)发布截至2025年6月30日止6个月中期业绩，该集团取得收入人民 币325.4万元(单位下同)，其他收入及收益1764.6万元，同比减少73.72%，经调整期内亏损9763.8万元， 同比增加11.89%;母公司拥有人应占亏损1.01亿元，同比增加6.46%;每股亏损0.08元。 尽管经营效率持续提升，但期内亏损由截至2024年6月30日止6个月的9510万元增加620万元至截至2025 年6月30日止6个月的1.01亿元，主要由于2024年确认的源于贸易应付款项部分豁免的一次性及非经常性 其他收入。 ...

尽管经营效率持续提升，但期内亏损由截至2024年6月30日止6个月的9510万元增加620万元至截至2025 年6月30日止6个月的1.01亿元，主要由于2024年确认的源于贸易应付款项部分豁免的一次性及非经常性 其他收入。 三叶草生物-B(02197)发布截至2025年6月30日止6个月中期业绩，该集团取得收入人民币325.4万元(单位 下同)，其他收入及收益1764.6万元，同比减少73.72%，经调整期内亏损9763.8万元，同比增加11.89%; 母公司拥有人应占亏损1.01亿元，同比增加6.46%;每股亏损0.08元。 ...

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所產生或因依賴該等內容而引致的任何損失承擔任何責 任。 Clover Biopharmaceuticals, Ltd. 三葉草生物製藥有限公司 （於 開 曼 群 島 註 冊 成 立 的 有 限 公 司） （股 份 代 號：2197） 截 至2025年6月30日止六個月 中期業績公告 董事會欣然公佈本集團截至2025年6月30日止六個月的未經審核簡明綜合業績， 連 同2024年 同 期 的 比 較 數 字。該 等 中 期 業 績 已 由 審 核 委 員 會 審 閱。 於 本 公 告 內，「我 們」指 本 公 司，及 倘 文 義 另 有 所 指，本 集 團。本 公 告 所 載 的 若 干 金 額 及 百 分 比 數 字 已 作 四 捨 五 入 調 整，或 已 四 捨 五 入 至 小 數 點 後 一 位 或 兩 位。本 公 告 任 何 表 格、圖 表 或 其 他 地 方 所 示 總 額 與 所 列 數 額 總 ...

Group 1 - The majority of Hong Kong biotech stocks experienced declines, with notable drops in several companies [1] - Specifically, Gilead Sciences fell by 15.06%, while Yunkang Group and Pigeon BioPharma dropped over 14% and 9% respectively [2] - Other companies such as China Antibody and Jiahua Bio also saw declines exceeding 7% [1][2] Group 2 - The latest market prices and total market capitalizations for the affected companies include: - Gilead Sciences at 15.510 with a market cap of 14.946 billion - Yunkang Group at 2.300 with a market cap of 1.429 billion - Pigeon BioPharma at 31.760 with a market cap of 12.258 billion - Tengsheng BioPharma at 2.210 with a market cap of 1.590 billion - China Antibody at 3.210 with a market cap of 4.371 billion - Jiahua Bio at 4.460 with a market cap of 2.347 billion [2]

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 全部或任何部分內容所產生或因依賴該等內容而引致的任何損失承擔任何責 任。 Clover Biopharmaceuticals, Ltd. 三葉草生物製藥有限公司 （於 開 曼 群 島 註 冊 成 立 的 有 限 公 司） （股 份 代 號：2197） 三葉草生物製藥有限公司（「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）考慮及批准本公司及 其附屬公司截至2025年6月30日 止 六 個 月 之 中 期 業 績 及 其 發 佈，並 考 慮 建 議 派 付中期股息（如 有）。 承董事會命 三葉草生物製藥有限公司 董事長 梁朋博士 於 本 公 告 日 期，董 事 會 包 括 執 行 董 事 梁 朋 博 士 及 梁 果 先 生；非 執 行 董 事 王 曉 東 博士及Donna Marie AMBROSINO博 士；以 及 ...

FF301 股份發行人及根據《上市規則》第十九B章上市的香港預託證券發行人的證券變動月報表 截至月份: 2025年7月31日 狀態: 新提交 致：香港交易及結算所有限公司 公司名稱: 三葉草生物製藥有限公司 (「本公司」) (於開曼群島註冊成立的有限公司) 呈交日期: 2025年8月5日 I. 法定/註冊股本變動 | 1. 股份分類 | 普通股 | 股份類別 | 不適用 | | 於香港聯交所上市 (註1) | | | 是 | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 證券代號 (如上市) | 02197 | 說明 | | | | | | | | | | | 法定/註冊股份數目 | | | 面值 | | | 法定/註冊股本 | | | 上月底結存 | | | 2,000,000,000 | USD | | 0.0001 | USD | | 200,000 | | 增加 / 減少 (-) | | | | | | | USD | | | | 本月底結存 | | | 2,000,000,000 | USD | | 0.0001 ...

Group 1 - The Hong Kong pharmaceutical stocks have shown strong performance, with Fangda Holdings (01521.HK) rising by 23.19%, Clover Biopharmaceuticals-B (02197.HK) increasing by 17.65%, Lepu Biopharma-B (02157.HK) up by 11.25%, and WuXi AppTec (02268.HK) gaining 9.41% [1] - WuXi AppTec is expected to see a more than 67% growth in adjusted net profit for the mid-term [1]

Investment Rating - The report maintains a "Strong Buy" rating for the pharmaceutical industry, indicating a positive outlook for investment opportunities [3]. Core Insights - The new centralized procurement regulations emphasize "stability in clinical use, quality assurance, prevention of collusion, and countering excessive competition," which are expected to promote the long-term healthy development of the industry [2][32]. - The report suggests focusing on recently launched innovative products, high-quality raw material suppliers, and key products that have passed the consistency evaluation for generic drugs [2][32]. Summary by Sections Market Review - The pharmaceutical and biotechnology index increased by 4% this week, outperforming the CSI 300 index by 2.91 percentage points, ranking second in industry performance [11]. - Year-to-date, the pharmaceutical and biotechnology index has risen by 16.59%, also surpassing the CSI 300 index by 13.45 percentage points [11]. - The chemical pharmaceutical sector showed the highest growth this week at 6.86%, while traditional Chinese medicine had the lowest decline at 0.88% [16][18]. Individual Stock Performance - In the A-share market, 397 out of 474 pharmaceutical stocks rose, with the top five performers being: - Borui Pharmaceutical (+42.35%) - Lisheng Pharmaceutical (+41.68%) - Nanxin Pharmaceutical (+34.95%) - Aosai Kang (+32.77%) - Yipin Hong (+32.13%) [22]. - In the Hong Kong market, 96 out of 106 pharmaceutical stocks increased, with the top performers including: - Clover Biopharma-B (+63.79%) - Lepu Biopharma-B (+62.04%) - Deqi Pharmaceutical-B (+47.04%) [25]. Industry News and Policies - The 11th batch of national centralized drug procurement was officially launched, including 55 varieties across various therapeutic areas, focusing on clinical needs and market realities [28]. - The new procurement rules are more refined, requiring production experience and quality control capabilities from manufacturers, which will help ensure drug quality and promote industry standardization [28]. - The establishment of the "Commercial Insurance Innovative Drug Directory" marks a significant step in building a multi-tiered medical security system, providing new economic support for innovative drug development [28]. Key Company Announcements - Heng Rui Pharmaceutical reported positive results from its GLP-1/GIP dual receptor agonist HRS9531 in a Phase III weight loss study, with an average weight reduction of 19.2% in the treatment group [29][31]. - The report highlights various corporate actions, including stock incentive plans and capital increases by several companies, indicating active corporate governance and strategic investments in the sector [36].

Market Performance - A-shares steadily advanced this week, with the ChiNext Index reaching a new high for the year and the Shenzhen Component Index hitting a four-month high, approaching its highest point of the year [1] - Weekly trading volume increased to 7.73 trillion yuan, marking the largest weekly trading volume in three months [1] Fund Inflows - Leverage funds actively entered the market, with most industries under the Shenwan first-level industry classification seeing net buying, particularly the computer industry with over 4.4 billion yuan and the electronics industry with over 3 billion yuan [2] - The electronic, biopharmaceutical, and automotive sectors each received over 20 billion yuan in net inflows, while the non-bank financial sector saw a net outflow of over 8.3 billion yuan [2] Rare Earth Demand - The rare earth sector performed strongly, with the rare earth permanent magnet index reaching a three-and-a-half-year high [3] - Demand for rare earths is expected to grow rapidly due to advancements in humanoid robots and electric vehicles, with estimates suggesting a demand of at least 70,000 tons of neodymium-iron-boron by 2025 [3] Energy Metals - The energy metals sector, including lithium and cobalt, reached a two-year high, with lithium carbonate futures breaking 70,000 yuan/ton, marking a 20% increase from recent lows [4] - Short-term lithium salt supply may decline due to reduced exports from Chile and domestic production halts, leading to a potential price stabilization [4] Biopharmaceutical Sector - The biopharmaceutical sector saw significant gains, with the innovative drug index hitting record highs multiple times this week [6] - Notable stocks in the sector, such as Lianhuan Pharmaceutical and Aosaikang, experienced consecutive trading halts, with some stocks showing year-to-date gains exceeding 200% [6][7] Earnings Forecasts - Several pharmaceutical companies have recently forecasted substantial profit increases for the first half of 2025, with estimates suggesting net profit growth exceeding 19 times for some firms [7]