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智通港股通占比异动统计|8月25日
智通财经网· 2025-08-25 00:41
Core Insights - The report highlights significant changes in the Hong Kong Stock Connect holdings, with notable increases and decreases in ownership percentages for various companies [1][2]. Group 1: Companies with Increased Holdings - Tongyuan Kang Pharmaceutical-B (02410) saw the largest increase in holdings, up by 5.25%, bringing its total to 14.57% [2]. - ZTE Corporation (00763) experienced a 2.17% increase, resulting in a total holding of 52.34% [2]. - Kaisa New Energy (01108) had a 2.04% increase, with a current holding of 67.68% [2]. - Other companies with notable increases include Lens Technology (06613) (+1.87% to 8.79%) and Jintian Copper (06680) (+1.77% to 23.92%) [2]. Group 2: Companies with Decreased Holdings - Hang Seng China Enterprises (02828) faced the largest decrease, down by 16.78%, now holding 3.33% [2]. - The Yingfu Fund (02800) saw a reduction of 6.51%, with a current holding of 2.61% [2]. - Southern Hang Seng Technology (03033) decreased by 4.40%, now at 58.58% [2]. - Other notable decreases include Nanjing Panda Electronics (00553) (-2.23% to 44.31%) and Hongye Futures (03678) (-0.92% to 63.83%) [2]. Group 3: Five-Day Holding Changes - In the last five trading days, Yimai Sunshine (02522) had the highest increase at 6.09%, reaching 39.65% [3]. - Longpan Technology (02465) increased by 5.49%, now at 50.61% [3]. - Tongyuan Kang Pharmaceutical-B (02410) also increased by 5.32% [3]. - Companies with notable decreases include Dongyang Sunshine Pharmaceutical (06887) (-4.29% to 44.53%) and Zhejiang Shibao (01057) (-2.87% to 55.69%) [3]. Group 4: Twenty-Day Holding Changes - Changfei Optical Fiber (06869) had the largest increase over twenty days, up by 23.37% to 56.18% [4]. - Meizhong Jiahe (02453) increased by 11.80%, now at 37.50% [4]. - Yimai Sunshine (02522) also saw a significant increase of 10.51% [4]. - Companies with notable decreases include Chongqing Steel (01053) (-7.51% to 32.02%) and Dongfang Electric (01072) (-6.56% to 37.36%) [4].
同源康医药(02410) - 有关董事於禁售期进行证券交易之公告
2025-08-21 14:03
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意見,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 該等內容而引致的任何損失承擔任何責任。 TYK Medicines, Inc 浙江同源康醫藥股份有限公司 (於中華人民共和國註冊成立的股份有限公司) (股份代號:2410) 有關董事於禁售期進行證券交易之公告 本公告乃由浙江同源康醫藥股份有限公司(「本公司」)根據香港聯合交易所有限公 司證券上市規則(「上市規則」)附錄C3第D.15段作出。 本公司董事(「董事」)會(「董事會」)已獲非執行董事顧虹博士(「顧博士」)告知, 於2025年8月20日,顧博士全資擁有的公司貝沃特醫藥技術(上海)有限公司進行 一項場內交易,出售本公司合共10,000股H股(「H股」),代價為每股H股14.99港 元(「轉讓」),而其於轉讓前並無根據上市規則附錄C3第B.8段之規定事先告知本 公司。由於轉讓,顧博士於本公司之H股實益權益已從約2.20%減至於本公告日期 本公司已發行H股股本總額之2.19%。 根據上市規則附錄C3第A.3段,董事於本公司財務業績刊發的任何日 ...
同源康医药-B(02410.HK)拟8月31日举行董事会会议以审批中期业绩
Ge Long Hui· 2025-08-20 08:34
同源康医药-B(02410.HK)公告,董事会会议将于2025年8月31日(星期日)举行,藉以(其中包括)考虑及批 准公司及其附属公司截至2025年6月30日止6个月的中期业绩及其刊发,以及考虑派发中期股息(如有)。 ...
同源康医药(02410) - 董事会会议日期
2025-08-20 08:30
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意見,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 該等內容而引致的任何損失承擔任何責任。 TYK Medicines, Inc 浙江同源康醫藥股份有限公司 (於中華人民共和國註冊成立的股份有限公司) 香港,2025年8月20日 於本公告日期,董事會成員包括執行董事吳豫生博士,非執行董事李鈞博士、顧 虹博士、蔣鳴昱博士、孟曉英博士、何超先生及朱向陽博士,獨立非執行董事張 森泉先生、冷瑜婷博士、許文青博士及沈秀華博士。 (股份代號:2410) 董事會會議日期 浙江同源康醫藥股份有限公司(「本公司」)董事(「董事」)會(「董事會」)宣佈,董 事會會議將於2025年8月31日(星期日)舉行,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日止六個月的中期業績及其刊發,以及考慮派發 中期股息(如有)。 承董事會命 浙江同源康醫藥股份有限公司 董事長、執行董事兼總裁 吳豫生博士 ...
港股午评:恒指跌0.57%,科技股、医药股普跌,新消费活跃!泡泡玛特涨8%再创新高,快手跌近5%,阿里巴巴跌1.6%,京东跌1.46%
Ge Long Hui· 2025-08-20 04:59
Market Performance - The Hong Kong stock market indices continued to decline, with the Hang Seng Index falling by 0.57% to 24,980.20, the Hang Seng China Enterprises Index down by 0.67% to 8,945.88, and the Hang Seng Tech Index dropping by 1.26% to 5,472.25, marking a breach of the 25,000-point threshold again [1]. Sector Performance - Large technology stocks showed weak performance, with Kuaishou down nearly 5%, Alibaba down 1.6%, JD.com down 1.46%, and Baidu down 1%. Tencent, NetEase, Meituan, and Xiaomi also experienced declines [3]. - The pharmaceutical sector faced significant adjustments, particularly in internet healthcare and innovative drug stocks, with Tongyuan Kangyi falling nearly 22%, and other notable declines from Gilead Sciences, Nuo Cheng Jianhua, and Fosun Pharma [3]. - Chinese brokerage stocks were collectively weak, with Hongye Futures and Dongfang Securities showing notable declines [3]. Notable Stock Movements - Fuyao Glass surged nearly 14% following its earnings report, indicating strong performance in the glass manufacturing sector [3]. - New consumption concept stocks saw a rise, particularly Pop Mart, which increased by 8.6%, surpassing the 300 HKD mark for the first time [3].
港股异动 同源康医药-B(02410)早盘涨超10% 公司发布艾多替尼片非小细胞肺癌II期临床试验结果
Jin Rong Jie· 2025-08-14 03:13
Core Viewpoint - Tongyuan Kang Pharmaceutical-B (02410) experienced a significant stock price increase, attributed to the acceptance of its innovative drug, TY-9591, for a key II phase registration clinical trial report at the 2025 World Lung Cancer Conference (WCLC) [1] Group 1: Company Developments - The company announced that its self-developed innovative drug, TY-9591, targets EGFR mutation-type non-small cell lung cancer (NSCLC) and has shown promising results in clinical trials [1] - TY-9591 is a highly selective small molecule inhibitor aimed at addressing unmet clinical needs for NSCLC patients with brain metastases under current treatment standards [1] Group 2: Clinical Trial Results - Research indicates that TY-9591, as a new generation EGFR-TKI, demonstrates superior efficacy in controlling brain metastases and alleviating symptoms, potentially offering a new and more effective first-line treatment option for EGFR mutation NSCLC patients with brain metastases [1]
美国降息预期提升,医药股涨势延续,港股医药ETF (159718.SZ)涨0.38%
Xin Lang Cai Jing· 2025-08-14 02:09
Group 1 - The core viewpoint of the article highlights the positive impact of rising expectations for interest rate cuts in the US on the biotechnology sector, leading to a significant increase in the S&P Biotechnology Index by 2.89% [1] - The Hong Kong pharmaceutical sector continues to show strong performance, with the Hong Kong Pharmaceutical ETF (159718.SZ) rising by 0.38% [1] - Notable individual stock performances include a 6.22% increase for Simcere Pharmaceutical Group (02410), a 3.34% rise for BeiGene (06160), and a 2.29% increase for Kelun-Biotech (06990) [1] Group 2 - The liquidity in the market is robust, with the Hong Kong Pharmaceutical ETF seeing a turnover of 13.3% and a transaction volume of 36.42 million yuan within the first 20 minutes of trading [1] - Guotai Junan Securities has stated that China's innovative drugs are on the rise, entering the initial phase of realizing innovation results, with significant opportunities for independent development and large transactions through business development (BD) licensing [1] - The Hong Kong Pharmaceutical ETF focuses on 18 A-share biotechnology companies, including key innovative drug firms such as BeiGene, WuXi Biologics, and CSPC Pharmaceutical Group, benefiting from global innovation drug research dividends [1] Group 3 - The article emphasizes the favorable conditions for the innovative drug growth sector due to the anticipated US interest rate cuts, which are expected to benefit the domestic innovative drug companies as they expand internationally [1] - The recommendation is to pay attention to the Hong Kong Pharmaceutical ETF (159718.SZ) and its associated funds (Class A: 019598, Class C: 019599) as they are positioned to capitalize on these trends [1]
同源康医药-B早盘涨超10% 公司发布艾多替尼片非小细胞肺癌II期临床试验结果
Zhi Tong Cai Jing· 2025-08-14 01:53
Core Viewpoint - Tongyuan Kang Pharmaceutical-B (02410) experienced a significant stock price increase, attributed to the acceptance of its innovative drug, Aditinib (TY-9591), for a key Phase II registration clinical trial in treating EGFR-mutant non-small cell lung cancer (NSCLC) [1] Company Summary - The company's stock rose over 10% in early trading and is currently up 4.78%, priced at 18.2 HKD with a trading volume of 32.2051 million HKD [1] - Aditinib (TY-9591) is a highly selective small molecule inhibitor targeting classic EGFR gene mutations, aimed at addressing unmet clinical needs in NSCLC patients with brain metastases [1] - The drug has shown excellent efficacy in controlling brain metastases and alleviating symptoms, potentially offering a new and more effective first-line treatment option for EGFR-mutant NSCLC patients with brain metastases [1] Industry Summary - The acceptance of the clinical trial results at the 2025 World Lung Cancer Conference (WCLC) highlights the ongoing advancements in targeted therapies for lung cancer, particularly for patients with specific genetic mutations [1] - The focus on brain metastases in NSCLC treatment reflects a growing recognition of the need for effective therapies in this challenging area of oncology [1]
港股异动 | 同源康医药-B(02410)早盘涨超10% 公司发布艾多替尼片非小细胞肺癌II期临床试验结果
智通财经网· 2025-08-14 01:47
Core Viewpoint - Tongyuan Kang Pharmaceutical-B (02410) experienced a significant stock price increase, attributed to the acceptance of its innovative drug, TY-9591, for a key Phase II clinical trial report at the 2025 World Lung Cancer Conference (WCLC) [1] Company Summary - The company reported a stock price increase of over 10% in early trading, with a current price of 18.2 HKD and a trading volume of 32.21 million HKD [1] - TY-9591 is a highly selective small molecule inhibitor targeting classic EGFR mutations, aimed at addressing unmet clinical needs in non-small cell lung cancer (NSCLC) with brain metastases [1] - The research indicates that TY-9591 shows superior efficacy in controlling brain metastases and alleviating symptoms, potentially providing a new and more effective first-line treatment option for EGFR-mutant NSCLC patients with brain metastases [1] Industry Summary - The acceptance of TY-9591's clinical trial results at an international conference highlights the ongoing advancements in targeted therapies for NSCLC, particularly for patients with brain metastases [1] - The focus on EGFR mutations in NSCLC reflects a broader trend in oncology towards personalized medicine and the development of innovative treatments to meet specific patient needs [1]
同源康医药-B:EGFR靶向创新药艾多替尼在脑转移肺癌患者中展现突破性疗效——WCLC 2025公布ESAONA关键注册研究中期结果
Zhi Tong Cai Jing· 2025-08-13 23:27
Core Viewpoint - The announcement highlights the promising results of the innovative drug Eltotinib (TY-9591) developed by the company for treating EGFR-mutated non-small cell lung cancer (NSCLC) with brain metastases, which has been accepted for presentation at the 2025 World Lung Cancer Conference [1][2]. Group 1: Clinical Trial Details - The ESAONA trial is an open-label, multi-center, randomized Phase II study focusing on patients with EGFR mutations (L858R or 19Del) and brain metastases, comparing Eltotinib (160mg once daily) with Osimertinib (80mg once daily) [2]. - Primary endpoints include intracranial objective response rate (iORR) and intracranial progression-free survival (iPFS), while secondary endpoints encompass overall response rate (ORR), progression-free survival (PFS), overall survival (OS), disease control rate (DCR), depth of tumor response (DepOR), and safety indicators [2]. - Interim analyses will be conducted twice, with the first at 220 evaluable intracranial lesions and the second at 238 iPFS events, with final analysis upon reaching all iPFS events [2]. Group 2: Study Results - As of February 28, 2025, the study enrolled 257 patients with EGFR-mutated NSCLC and brain metastases, with interim analysis based on 224 subjects showing an iORR of 91.9% in the Eltotinib group compared to 76.1% in the Osimertinib group (P=0.001) [3]. - Investigator-assessed iORR was 91.0% for Eltotinib versus 75.2% for Osimertinib (P=0.002), and the overall response rate (ORR) was 84.7% for Eltotinib compared to 75.2% for Osimertinib [3]. - The study indicates that Eltotinib demonstrates superior efficacy in controlling brain metastases and alleviating symptoms, potentially offering a new and more effective first-line treatment option for patients with EGFR-mutated NSCLC and brain metastases [3].