10月23日，港股午后拉升，三大指数集体由跌转涨至超1%，截止收盘，恒生指数涨0.72%报25967点， 国企指数涨0.83%重回9300点，恒生科技指数涨0.48%报5951点。 盘面上，大型科技股午后普遍转涨，美团涨4.06%，阿里巴巴涨1.67%，腾讯、京东涨1.5%，百度涨 1.22%，小米涨约1%；大金融股集体拉升助力大市上涨，农业银行涨约2%再创新高；濠赌股、体育用 品股、石油股、手游股、燃气股、煤炭股普遍表现活跃。另一方面，苹果概念股全天低迷，生物医药 股、半导体芯片股、重型机械股、建材水泥股、钢铁股、锂电池股表现萎靡。 具体来看： 大型科技股普遍上涨，美团涨超4%领衔上涨，阿里巴巴涨1.67%，腾讯、京东涨1.5%，百度、理想汽车 涨1.22%。 消息面上，10月23日，阿里巴巴集团宣布，将于周四午夜起开启搭载其人工智能软件的智能眼镜预售。 这款名为夸克AI眼镜的售价为4,699元人民币，将在京东、抖音和天猫平台上预售；计划于12月开始交 付。夸克AI眼镜支持免提通话、音乐流媒体、实时翻译和会议转录。 | 序号 | 代码 | 名称 | | 最新价 | 涨跌额 | 涨跌幅√ | | --- | ...

Core Viewpoint - The pharmaceutical stocks continue to rise, reflecting positive market sentiment and investor interest in the sector [1] Group 1: Stock Performance - Zai Lab Limited (荃信生物-B, 02509.HK) increased by 7.04%, reaching HKD 29.2 [1] - Junshi Biosciences (复宏汉霖, 02696.HK) rose by 6.84%, trading at HKD 75 [1] - I-Mab (映恩生物-B, 09606.HK) saw a gain of 5.41%, with shares priced at HKD 331 [1] - Rongchang Biologics (荣昌生物, 09995.HK) experienced a 5.53% increase, now at HKD 96.3 [1] - CanSino Biologics (康方生物, 09926.HK) grew by 5.25%, with a share price of HKD 128.4 [1]

Core Viewpoint - The pharmaceutical sector continues its upward trend, driven by upcoming catalysts and significant clinical data expected from the European Society for Medical Oncology (ESMO) conference in October 2025 [1] Group 1: Stock Performance - Pharmaceutical stocks have shown notable increases, with specific companies like Qianxin Biotech-B (02509) rising by 7.04% to HKD 29.2, and Fuhong Hanlin (02696) increasing by 6.84% to HKD 75 [1] - Other companies such as Ying'en Biotech-B (09606), Rongchang Biotech (09995), and Kangfang Biotech (09926) also reported gains of 5.41%, 5.53%, and 5.25% respectively [1] Group 2: Market Trends - The pharmaceutical sector has experienced significant stock price volatility since October, with a slight decrease in the proportion of domestic capital holding pharmaceutical stocks through the Hong Kong Stock Connect [1] - Foreign investment has also shown a declining trend since mid-year, although the overall direction of increasing investment in innovative drugs remains unchanged [1] Group 3: Upcoming Catalysts - The ESMO conference, scheduled for October 17-21 in Berlin, is expected to present critical clinical research results and related clinical data, which will be a focal point for the market [1] - Analysts suggest that the upcoming third-quarter earnings reports and the national medical insurance negotiations in November will also be significant events to watch [1] Group 4: Industry Outlook - The Chinese innovative drug sector is anticipated to undergo a transformation driven by quantitative changes leading to qualitative improvements over the next 5-10 years [1] - Factors such as business development (BD) overseas, continuous data catalysts, and the ramp-up of new product sales are expected to drive the rise of innovative drugs [1]

Group 1 - The pharmaceutical sector continues its upward trend, with notable stock increases for companies such as Qianxin Biotech-B (up 7.04%), Fuhong Hanlin (up 6.84%), and others [1] - The upcoming European Society for Medical Oncology (ESMO) conference from October 17 to 21, 2025, in Berlin is expected to showcase significant clinical research results and related clinical data [1] - Despite a slight decrease in the proportion of domestic capital holding pharmaceutical stocks through the Hong Kong Stock Connect, the overall trend of increasing investment in innovative drugs remains unchanged [1] Group 2 - The ESMO annual meeting is anticipated to highlight clinical data for Chinese innovative drugs, which is expected to be a major focus for the market [2] - The third-quarter earnings reports and the national medical insurance negotiations in November are also recommended for attention [2] - The trend of Chinese innovative drugs is expected to undergo a transformation driven by factors such as international business development, continuous data catalysts, and the ramp-up of new product sales over the next 5-10 years [2]

Group 1 - The stock of Qianxin Biopharmaceuticals-B (02509) rose over 6%, reaching 29.04 HKD with a trading volume of 15.28 million HKD [1] - Tianfeng Securities forecasts that the market size for autoimmune disease drugs in China will reach 36.3 billion RMB by 2024, with the share of biological agents increasing to 65.6% by 2030 [1] - The market size for psoriasis in China is expected to reach 30.65 billion RMB by 2030, while the market for ankylosing spondylitis is projected to be approximately 46.3 billion RMB by 2030 [1] Group 2 - The company has a rich product pipeline in the autoimmune monoclonal antibody sector, including QX001S (IL-23p40), the first approved biosimilar of ustekinumab in China, which significantly improves the clinical accessibility of psoriasis treatment [2] - QX008N (TSLP) has completed Phase II enrollment for chronic obstructive pulmonary disease, leading among domestic products [2] - QX005N (IL-4Rα) has received breakthrough therapy designation and completed Phase III enrollment for nodular prurigo [2] - QX002N (IL-17A) has completed Phase III trials for ankylosing spondylitis, with a BLA submission expected in the second half of 2025 [2] - QX004N (IL-23p19) has shown significant efficacy and safety in treating psoriasis and has initiated Phase III trials [2] - QX013N is the first c-kit targeted biologic in China, having completed Phase I trials for chronic spontaneous urticaria [2]

Core Viewpoint - The report highlights the growth potential of the autoimmune disease drug market in China, with significant contributions from biopharmaceuticals, particularly in the treatment of psoriasis and ankylosing spondylitis [1][2]. Industry Summary - The Chinese autoimmune disease drug market is projected to reach 36.3 billion yuan by 2024, with biopharmaceuticals' market share expected to increase to 65.6% by 2030 [1]. - The psoriasis market is anticipated to reach 30.65 billion yuan by 2030, while the market for ankylosing spondylitis is expected to grow to approximately 46.3 billion yuan by 2030 [1]. - Current first-line treatments for autoimmune diseases primarily include glucocorticoids, immunosuppressants, and non-steroidal anti-inflammatory drugs, which have limitations such as short treatment duration and systemic side effects [1]. Company Summary - The company has a diverse product pipeline in the autoimmune monoclonal antibody sector, including QX001S (IL-23p40), the first approved biosimilar of ustekinumab in China, which significantly improves the clinical accessibility of psoriasis treatment [2]. - QX008N (TSLP) has completed Phase II enrollment for chronic obstructive pulmonary disease, leading the progress among domestic products [2]. - QX005N (IL-4Rα) has received breakthrough therapy designation and completed Phase III enrollment for nodular prurigo [2]. - QX002N (IL-17A) has completed Phase III trials for ankylosing spondylitis, with a BLA submission expected in the second half of 2025 [2]. - QX004N (IL-23p19) has shown significant efficacy and safety in treating psoriasis and has initiated Phase III trials [2]. - QX013N is the first c-kit targeted biopharmaceutical in China, having completed Phase I trials for chronic spontaneous urticaria [2].

Major Events - Yuan Da Zhu Gong (02163) plans to apply for bankruptcy reorganization at Changsha Intermediate People's Court [1] - Yi Li Holdings (00076) subsidiary intends to issue blockchain vouchers V76, redeemable for bulk commodities on the platform [1] - Peijia Medical-B (09996): National Medical Products Administration accepts registration application for GeminiOne® transcatheter edge-to-edge repair system [1] - Paggen Biopharmaceutical-B (02565) proposes to grant exclusive license for VISEPEGENATIDE (PB-119) in the Middle East and Africa [1] - Beijing Enterprises Environment Group (00154) bids for Hong Kong I·PARK 2 project [1] - Fangda Holdings (01521) plans to acquire Shanghai Guanhua Medical Technology Co., Ltd. for 270 million yuan to enhance global laboratory service capabilities [1] - Lianzhong (06899) focuses on female user value, driving new entertainment through content [1] - Global New Materials International (06616) increases stake in CQV to 50.75%, strengthening global business collaboration [1] - Qianxin Biotechnology-B (02509): Qianxin's industrialization base successfully passes EU QP audit [1] - China Energy Construction (03996) subsidiary signs three new energy general contracting agreements, totaling approximately 19.554 billion yuan [1] - Yongyi International (01218) plans to sell all issued shares of Zhuoyi to Gaoshan (00616) [1] - Bohai Bank (09668) plans to list high capital-occupying debt assets for sale, with an initial pricing of no less than 48.883 billion yuan [1] - Chuangsheng Holdings (02680) plans to receive a premium of about 6% for full acquisition offer, resuming trading on October 13 [1] - Kelun-Botai Biopharmaceutical (06990): Core product TROP2ADC, Lukan-Satuzi (SAC-TMT) approved by National Medical Products Administration for third indication, treating EGFR mutation non-small cell lung cancer after EGFR-TKI progression [1] Operating Performance - Zhaojin Mining (01818) reports net profit of approximately 2.117 billion yuan for the first three quarters, a year-on-year increase of 140.43% [2] - Sunny Optical Technology (02382): September mobile phone camera module shipments reach 48.524 million units, a month-on-month increase of 15.3% and a year-on-year increase of 32% [2] - Yuexiu Property (00123) reports cumulative contract sales of approximately 79.812 billion yuan for the first nine months, a year-on-year increase of about 2.8% [2] - Qiu Tai Technology (01478) reports September camera module sales of 46.654 million units, a month-on-month decrease of 7.6% but a year-on-year increase of 45.1% [2]

格隆汇10月10日丨荃信生物-B(02509.HK)宣布，公司的附属公司江苏赛孚士生物技术有限公司(以下简 称「赛孚士」)成功通过欧盟质量受权人(Qualified Person，「QP」)审计，正式获得QP签发的符合性审 计报告。此次顺利通过QP审计，标志着集团产业化基地的质量管理体系和生产能力已达到欧盟GMP标 准。 此次审计由资深QP依据EudraLex Volume 4(欧盟药品GMP法规)及相关指导原则，对赛孚士进行了为期3 天的全面审查，审计团队对赛孚士高标准的质量管理体系、先进的设施设备以及专业的技术团队给予充 分认可，并确认该生产基地的软硬件管理均能符合欧盟GMP的要求。通过QP检查的企业，将由QP为其 出具符合性声明，这是企业符合国际GMP要求的一项有力证明，也是产品进入欧盟市场的前提条件。 通过QP认证是集团产品出海战略布局的重要里程碑，为公司未来的创新产品出海及全球化布局奠定了 坚实基础。 ...

荃信生物-B(02509)公布，公司的附属公司江苏赛孚士生物技术有限公司(以下简称"赛孚士")成功通过欧 盟质量受权人(Qualified Person，"QP")审计，正式获得QP签发的符合性审计报告。此次顺利通过QP审 计，标志着集团产业化基地的质量管理体系和生产能力已达到欧盟GMP标准。 此次审计由资深QP依据EudraLex Volume4(欧盟药品GMP法规)及相关指导原则，对赛孚士进行了为期3 天的全面审查，审计团队对赛孚士高标准的质量管理体系、先进的设施设备以及专业的技术团队给予充 分认可，并确认该生产基地的软硬件管理均能符合欧盟GMP的要求。通过QP检查的企业，将由QP为其 出具符合性声明，这是企业符合国际GMP要求的一项有力证明，也是产品进入欧盟市场的前提条件。 通过QP认证是集团产品出海战略布局的重要里程碑，为公司未来的创新产品出海及全球化布局奠定了 坚实基础。 ...

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。 Qyuns Therapeutics Co., Ltd. 江蘇荃信生物醫藥股份有限公司 （ 於 中 華 人 民 共 和 國 註 冊 成 立 的 股 份 有 限 公 司 ） （股份代號：2509） 歐 盟GMP於1975年首先引入QP制 度，近 五 十 年 的 實 踐 成 功 經 驗 表 明，該 制 度 是 先 進 的 質量管理 模式，能有效保障藥品 質 量，並成為歐盟GMP體系的核心之一。 歐盟對QP資 質 的 要 求 十 分 嚴 格，歐 盟 委 員 會 指 令DIRECTIVE 2001/83/EC和良好生 產 質量管理 規範指南附錄16《質 量 受 權 人 的 認 證 與 批 放 行》中 詳 細 定 義 了QP的法律 地位，資質和責任等，其專業水準和豐富經驗使得QP成為製藥行業的專家和權威。 荃信生物產業化基地成功通過歐盟QP審 計 本 公 ...