Group 1 - The core viewpoint of the article highlights the significant performance of the China Securities Hong Kong 100 Healthcare Index, which has seen a remarkable increase of 21.00% in the past month, 52.68% in the past three months, and 95.84% year-to-date [1] - The index is categorized based on the China Securities industry classification standards, with a base date of December 31, 2004, and a base point of 1000.0 [1] - The index is fully composed of securities listed on the Hong Kong Stock Exchange, with the chemical drugs sector accounting for 54.75%, biopharmaceuticals for 18.73%, pharmaceutical and biotechnology services for 14.45%, and medical commerce and services for 12.07% [1] Group 2 - The index samples are adjusted biannually, specifically on the next trading day following the second Friday of June and December [2] - Weight factors are generally fixed until the next scheduled adjustment, with provisions for temporary adjustments under special circumstances [2] - Adjustments to the index samples occur in response to changes in the parent index, special events affecting industry classification, or the delisting of sample companies [2]

（原标题：港股异动 | 药明生物(02269)盘中涨超3% 宣布WuXiUP?成功实现中试规模全自动化原液连续生产） 智通财经APP获悉，药明生物(02269)盘中涨超3%，截至发稿，涨2.53%，报31.54港元，成交额8.36亿港元。 消息面上，据药明生物官微消息，8月12日，公司宣布，其超高效连续灌流生产技术平台WuXiUP成功完成中试规模的端到端全自动化原液连续生 产，未来将进一步在主要GMP生产基地推广应用，以更高效、更灵活的技术能力，赋能客户加速生物药从研发到商业化的全进程。 据介绍，WuXiUP全自动连续生产线通过全线集成自动化系统，可实现24/7小时不间断高效运转，大幅减少人工操作环节，降低产品质量风险，提 升生产效率。WuXiUP上游总时长24天的连续细胞培养总产量突破110 g/L，单日产量最高可达7.6 g/L，在同类工艺中处于领先水平。下游工艺 中，平台引入两步高效膜层析技术，相较传统树脂填料，其传质速度更快，实现产能5-10倍的跨越式提升。 ...

据介绍，WuXiUP全自动连续生产线通过全线集成自动化系统，可实现24/7小时不间断高效运转，大幅 减少人工操作环节，降低产品质量风险，提升生产效率。WuXiUP上游总时长24天的连续细胞培养总产 量突破110g/L，单日产量最高可达7.6g/L，在同类工艺中处于领先水平。下游工艺中，平台引入两步高 效膜层析技术，相较传统树脂填料，其传质速度更快，实现产能5-10倍的跨越式提升。 消息面上，据药明生物官微消息，8月12日，公司宣布，其超高效连续灌流生产技术平台WuXiUP成功 完成中试规模的端到端全自动化原液连续生产，未来将进一步在主要GMP生产基地推广应用，以更高 效、更灵活的技术能力，赋能客户加速生物药从研发到商业化的全进程。 药明生物(02269)盘中涨超3%，截至发稿，涨2.53%，报31.54港元，成交额8.36亿港元。 ...

Core Viewpoint - WuXi Biologics has successfully completed pilot-scale end-to-end fully automated continuous production using its WuXiUP™ platform, enhancing efficiency and flexibility in biopharmaceutical development and commercialization [1] Group 1: Company Developments - WuXi Biologics' stock rose over 3% during trading, currently at HKD 31.54 with a trading volume of HKD 836 million [1] - The WuXiUP™ platform operates continuously 24/7, significantly reducing manual operations and lowering product quality risks while improving production efficiency [1] Group 2: Technological Advancements - The upstream continuous cell culture process achieves a total yield of over 110 g/L in 24 days, with a maximum daily output of 7.6 g/L, placing it at a leading level among similar processes [1] - The platform incorporates a two-step efficient membrane chromatography technology, which enhances mass transfer speed and achieves a 5-10 times increase in capacity compared to traditional resin fillers [1]

Group 1 - The core viewpoint of the article highlights the strong market position and financial performance of WuXi Biologics, a leading global biopharmaceutical service provider [1][2][3] - As of August 14, WuXi Biologics' stock price increased by 2.01%, reaching HKD 31.42 per share, with a trading volume of HKD 3.88 billion [1] - The company held a 48% market share in China's biopharmaceutical R&D market in 2016 and has established partnerships with 12 out of the top 20 global pharmaceutical companies [1] Group 2 - For the fiscal year ending 2024, WuXi Biologics reported total revenue of HKD 18.675 billion and a net profit of HKD 3.356 billion [2] - The company is set to disclose its mid-year report for the fiscal year 2025 on August 19 [2]

2、港股通最近5个交易日增持榜（前10名） 智通财经APP获悉，根据2025年8月13日披露数据，中国电信（00728）、绿色动力环保（01330）、中 国神华（01088）位居港股通持股比例前3位，分别为74.76%、69.80%、68.30%。此外，小米集团－Ｗ （01810）、阿里巴巴－W（09988）、再鼎医药（09688）在最近有统计数据的5个交易日内，持股额增 幅最大，分别为+28.40亿元、+10.35亿元、+6.66亿元;盈富基金（02800）、药明生物（02269）、恆生 中国企业（02828）在最近有统计数据的5个交易日内，持股额减幅最大，分别为-36.47亿元、-14.08亿 元、-10.72亿元。 具体数据如下（交易所数据根据T+2日结算）： 1、港股通最新持股比例排行（前20名） | 公司名称 | 持股数量 | 最新持股比例 | | --- | --- | --- | | 中国电信(00728) | 103.76亿股 | 74.76% | | 绿色动力环保(01330) | 2.82亿股 | 69.80% | | 中国神华(01088) | 23.07亿股 | 68.30% | | ...

Key Points - Xiaomi Group-W (01810), Crystal International Holdings (02228), and BYD Electronic (00285) ranked top in net inflow of southbound funds, with net inflows of 562 million, 227 million, and 213 million respectively [1][2] - Xpeng Motors-W (09868), Innovent Biologics (01801), and Ganfeng Lithium (01772) had the highest net outflows, with net outflows of -663 million, -535 million, and -410 million respectively [1][2] - In terms of net inflow ratio, Haitian Flavoring and Food (03288), Jiangsu Nanjing Highway (00177), and Swire Properties B (00087) led the market with ratios of 55.51%, 49.37%, and 46.46% respectively [1][2] - The highest net outflow ratios were recorded by Reshape Energy (02570), Southbound Hang Seng Index ETF (03037), and First Pacific Company (00142) with ratios of -90.77%, -68.70%, and -60.36% respectively [1][3] Net Inflow Rankings - Xiaomi Group-W (01810) had a net inflow of 562 million, representing 8.75% of its closing price of 50.800, which decreased by 0.88% [2] - Crystal International Holdings (02228) saw a net inflow of 227 million, with a net inflow ratio of 11.34% and a closing price of 7.450, which increased by 4.78% [2] - BYD Electronic (00285) recorded a net inflow of 213 million, with a net inflow ratio of 13.41% and a closing price of 38.680, which increased by 6.15% [2] Net Outflow Rankings - Xpeng Motors-W (09868) experienced the largest net outflow of -663 million, with a net outflow ratio of -20.13% and a closing price of 83.600, which increased by 5.36% [2] - Innovent Biologics (01801) had a net outflow of -535 million, with a net outflow ratio of -19.67% and a closing price of 89.950, which decreased by 1.42% [2] - Ganfeng Lithium (01772) recorded a net outflow of -410 million, with a net outflow ratio of -19.45% and a closing price of 34.000, which increased by 20.91% [2] Net Inflow Ratio Rankings - Haitian Flavoring and Food (03288) had a net inflow ratio of 55.51%, with a net inflow of 21.1399 million and a closing price of 33.560, which decreased by 0.47% [3] - Jiangsu Nanjing Highway (00177) recorded a net inflow ratio of 49.37%, with a net inflow of 14.6726 million and a closing price of 9.980, which decreased by 0.40% [3] - Swire Properties B (00087) had a net inflow ratio of 46.46%, with a net inflow of 4.0945 million and a closing price of 12.160, which decreased by 0.57% [3]

Group 1 - CRO concept stocks have shown significant gains, with notable increases in share prices for companies such as Viatris (up 12.83% to HKD 2.11), Zhaoyan New Drug (up 9.23% to HKD 24.62), and others [1] - WuXi AppTec has raised its full-year sales forecast after reporting a 141.6% year-on-year increase in TIDES business revenue, reaching RMB 5.03 billion in the first half of the year, driven by high demand in the GLP-1 sector [1] - CICC believes that the valuation center for innovative drug sectors has been adjusted upwards, which will enhance domestic new drug R&D demand and increase financing activity for primary innovative drug projects [1] Group 2 - The U.S. Bureau of Labor Statistics reported stable inflation in July, reducing barriers for potential interest rate cuts by the Federal Reserve in September, indicating a recovery trend in overall investment and financing [2] - The domestic market for preclinical CRO, clinical CRO, and CDMO services has stabilized in pricing, with a steady recovery in new orders expected to lead to an industry turnaround [2] - Internationally, the CDMO pricing system remains reasonable, and the impact of high pandemic baselines has been absorbed, suggesting a positive trend for overseas orders [2]

Group 1 - CRO concept stocks have shown significant gains, with notable increases in share prices for companies such as Viatris Bio (+12.83%), Zhaoyan New Drug (+9.23%), and others [1] - WuXi AppTec has raised its full-year sales forecast after reporting a 141.6% year-on-year increase in TIDES business revenue, reaching RMB 5.03 billion in the first half of the year, driven by high demand in the GLP-1 sector [1] - CICC believes that the valuation center for innovative drug sectors has been adjusted upwards, which will enhance domestic new drug R&D demand and increase financing activity for primary innovative drug projects [1] Group 2 - The U.S. Bureau of Labor Statistics reported stable inflation in July, reducing barriers for potential interest rate cuts by the Federal Reserve in September [2] - Overall investment and financing trends are showing signs of recovery, with prices for preclinical CRO, clinical CRO, and CDMO services stabilizing [2] - The international CDMO business maintains a reasonable pricing structure, with the impact of high pandemic baselines now absorbed [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]