智通财经7月11日电，截至发稿，药明康德(02359.HK)涨9.52%、药明合联(02268.HK)涨7.19%、昭衍新 药(06127.HK)涨6.78%、基石药业-B(02616.HK)涨5.81%。 港股医药股走强 药明康德涨超9% ...

智通财经APP获悉，中共中央政治局委员、国务院副总理刘国中10日到北京大学医学部调研医药创新发 展工作。他强调，要深入学习贯彻习近平总书记关于科技创新和卫生健康工作的重要指示精神，按照党 中央、国务院部署，面向人民生命健康，强化协同攻关和政策落实，加强医药领域基础研究和科技创新 能力建设，积极支持创新药和医疗器械加快发展，为推进健康中国建设提供有力支撑。相关概念股：基 石药业-B(02616)、和誉-B(02256)、和铂医药(02142)、信达生物(01801)。 刘国中还强调，要全链条强化政策保障，落实创新药融资、审评审批、入院使用和多元支付等政策，支 持引导商业健康保险发挥更大作用。要扩大高水平对外开放，深化医药技术国际交流合作，更好增进人 民健康福祉。各有关部门要加强协调、密切配合，健全政企沟通机制，及时回应相关诉求，营造良好发 展环境。 东吴证券指出医药行业三大核心驱动因素：高额BD交易持续落地；头部企业预计2025年扭亏，行业盈 利拐点将至；国内政策环境持续优化。 从资本市场来看：医药板块经历了4年的调整期，2025年至今板块迎来复苏，截至2025年5月30日，医药 生物行业涨跌幅位居申万31个一 ...

Core Viewpoint - The article highlights significant stock movements in the Hong Kong and US markets, indicating various companies experiencing notable gains due to specific events or developments. Hong Kong Market Highlights - Li Auto (02015) saw a rise of over 3% as the launch of the Li i8 is set for July 29 [1] - Chinese banks experienced gains, with Zhengzhou Bank (06196) up 6.06%, Minsheng Bank (01988) up 4.97%, CITIC Bank (00998) up 3.24%, and Industrial and Commercial Bank of China (01398) up 1.8% [1] - Jiuyuan Gene (02566) increased by over 6% following the approval of its drug by the National Medical Products Administration [1] - Conant Optical (02276) rose over 6% as its net profit is expected to increase by over 30% year-on-year [1] - Puxing Energy (00090) surged over 220% after acquiring equity in HashKey Holdings Limited, entering the digital asset finance sector [1] - Blucube (00325) saw a rise of over 8% as it faced its first share unlock, with an accelerated pace of new product launches [1] - InnoCare Pharma (02577) rose over 5% as TSMC exited the GaN business, prompting cornerstone investors to extend their lock-up period [2] - Jitu Express (01519) increased over 4% due to strong package volume performance in Southeast Asia [2] - Apple-related stocks saw gains, with Cowell (01478) up 5.14%, Sunny Optical (02382) up 4.99%, BYD Electronics (00285) up 4.67%, and AAC Technologies (02018) up 1.89% [2] - From Yuzhi Agriculture (00875) surged over 13% as the company aims to build a comprehensive modern agriculture flagship group [2] - Fenbi (02469) rose over 5% following an upgrade to its AI question-answering system, which is expected to drive performance growth [2] - E-Surfing (02550) increased over 16% after Barclays acquired a 280 million stake and partnered with Huawei Cloud [2] - Cryptocurrency ETF and related stocks rose, with New Fire Technology Holdings (01611) up 10.82%, Xiong'an Technology (01647) up 10.23%, and others [2] - Superstar Legend (06683) surged over 20% as Jay Chou joined Douyin, gaining over 10 million followers [3] - Cornerstone Pharmaceuticals (02616) rose over 4% after its drug production application was approved by NMPA [3] - Longguang Group (03380) opened over 4% higher as its debt restructuring plan was approved by creditors [3] - Saijing Technology (00580) opened over 8% after announcing a projected net profit of approximately 90 million, a 167% year-on-year increase [3] - Derin Holdings (01709) opened nearly 15% higher as it plans to tokenize up to 500 million HKD in assets for distribution to shareholders [3] US Market Highlights - Deutsche Bank (DB.US) rose over 3% as it restructures its wealth management business in Germany to improve profitability [4] - UnitedHealth (UNH.US) fell over 1% amid reports of a US Department of Justice investigation into its medical insurance billing [4] - Futu Holdings (FUTU.US) increased over 9% after Morgan Stanley raised its target price to 160 USD [4] - Boeing (BA.US) rose over 3% as June aircraft deliveries reached an 18-month high [4] - Meta (META.US) increased nearly 2% as it reportedly invested 3.5 billion USD to enhance its AI smart glasses business [4] - Nvidia (NVDA.US) rose nearly 2%, reaching a historic high with a market capitalization of 4 trillion USD [4] - Microsoft (MSFT.US) hit a historic high with a market capitalization of 3.74 trillion USD, following an upgrade from Oppenheimer [4]

Key Points - The article highlights significant stock movements in the Hong Kong and US markets, with various companies experiencing notable gains and losses due to recent developments and announcements [1][2][3][4][5] Hong Kong Market Highlights - China Rare Earth Holdings (03788) surged nearly 20%, with a year-to-date increase of 320%, as the company proposed a spin-off of its gold segment for independent listing on the Hong Kong Stock Exchange [1] - Innovent Biologics (09969) rose nearly 4% after announcing the clinical approval of its new ADC innovative drug ICP-B794 [1] - North Sea Kangcheng - B (01228) increased over 50%, with its stock price doubling in three days, marking it as a rare disease stock in the Hong Kong market [1] - Hong Kong Travel (00308) saw a rise of over 24%, achieving a year-to-date stock price doubling, driven by market speculation on stablecoin cross-border payment scenarios [1] - CSPC Pharmaceutical Group (01093) gained nearly 3% after receiving drug registration approval for Mesalazine enteric-coated tablets, enhancing its product line in the immune system treatment sector [1] - Ruian Real Estate (00272) rose over 4%, with a cumulative contract property sales amount for the first six months increasing by 457% year-on-year [1] - Cornerstone Pharmaceuticals - B (02616) increased over 3%, planning to raise HKD 467 million for clinical research on CS2009 [1] - Q Technology (01478) rose over 7%, with mobile camera module sales of 32.648 million units in June, a year-on-year increase of 1.5% [1] - Dekang Agriculture and Animal Husbandry (02419) increased by 6%, with a new cycle logic continuing to strengthen, and Tianfeng Securities set a target price of HKD 154 [1] - Contemporary Amperex Technology (03750) rose over 3%, reaching a new high since its listing, following a deepened strategic cooperation agreement with Geely Automobile [2] - Gaming stocks continued to rise, with Wynn Macau (01128) up 6.49%, New World Development (00200) up 6.15%, and others showing similar gains [2] - Gold stocks faced declines, with Golden Resources (GORO.US) dropping nearly 10% and others following suit [4] US Market Highlights - Stablecoin concept stocks continued to rise, with Tiger Brokers (TIGR.US) increasing over 8% [4] - Trump Media & Technology Group (DJT.US) rose over 2% as the company seeks SEC approval for a blue-chip cryptocurrency ETF [4] - Wolfspeed (WOLF.US) continued to rise, with stock prices increasing over 9% [4] - Intel (INTC.US) rose over 7% after announcing company-wide layoffs [4] - JD.com (JD.US) increased over 2% as it launched its "Double Hundred Plan" for its delivery service [4]

每经记者｜林姿辰 每经编辑｜张海妮 丨 2025年7月9日 星期三 丨 NO.1 同仁堂常务副总经理张春友提交辞任函 7月8日，同仁堂公告，公司于近日收到常务副总经理张春友提交的辞任函。公告显示其原定任期到期日 为2027年6月13日，离任时间为2025年7月8日，离任原因为工作调整，他仍将担任同仁堂科技总经理， 同时将拟任同仁堂科技董事。 点评：公司表示，张春友已按照相关规定做好离任交接工作，其离任不会对公司日常生产经营产生不利 影响。公司未对本次内部人事调整透露更多细节，或表明公司业务布局和管理层架构调整，对市场影响 有限，投资者需关注后续动态。 7月8日，复星医药公告，公司与中国银行约定，为控股子公司复星医药产业向中国银行申请的本金不超 过5亿元的融资项下债务提供最高额连带责任保证担保；控股子公司复宏汉霖与建设银行约定，为其控 股子公司汉霖制药与建设银行所签订的本金不超过1.5亿元的融资主合同项下债务提供最高额连带责任 保证担保。 点评：复星医药为子公司提供担保，有助于子公司获取资金用于业务拓展或研发投入，推动公司整体战 略布局。不过，担保也带来一定财务风险，需关注子公司偿债能力。该举措有利于公司长期发 ...

汇通达网络(09878)涨超7%，公司申请H股全流通，有望增强股票流动性与投资吸引力。 基石药业-B(02616)涨超4%，向Gentili授予舒格利单抗西欧及英国商业化权利。 协鑫科技(03800)涨超9%，多晶硅环节或成反内卷政策突破口，公司有望率先实现扭亏为盈。 智通财经APP获悉，港股恒生指数涨0.78%，涨185点，报24073点；恒生科技指数涨1.29%。港股早盘成 交1172亿港元。 香港稳定币预计今年可发牌照，机构称产业将迎来爆发时刻。稳定币概念股继续攀升，国泰君安国际 (01788)涨16%，成交放大超74亿港元；多点数智(02586)涨8%；OSL集团(00863)涨8%。 金涌投资(01328)暴涨150%，与AnchorX战略合作，探索稳定币应用场景。 快手-W(01024)再涨3%，机构料公司二季度业绩符合市场预期，可灵产品端性能持续迭代。 特朗普新关税引发避险情绪，央行连续第8个月增持黄金。黄金股早盘反弹，潼关黄金(00340)涨6%；中 国黄金国际(02099)涨3.82%。 中国罕王(03788)涨超7%，出售澳洲金矿交易告吹，拟以介绍形式分拆业务上市。 鸿腾精密(06088) ...

基石药业首席执行官、研发总裁、执行董事杨建新博士表示："舒格利单抗是首个在欧盟及英国获批联 合化疗一线治疗IV期非小细胞肺癌全人群(不限组织学分型及PD-L1表达水平)的PD-L1单抗，其针对III 期NSCLC的新适应症申请也已获欧洲药品管理局(EMA)受理，若顺利获批，舒格利单抗将成为欧洲第 二款治疗该适应症的PD-(L)1抗体。 Gentili凭借深厚的肿瘤学专业积淀、成熟的商业化体系及以患者为中心的创新理念，成为加速舒格利单 抗在欧洲市场可及性的理想合作伙伴。尤其当前以美国市场定价为基准的免疫治疗药物，由于受到美国 药品定价体系改革争议影响，其全球供应与支付模式正面临新的变数。在此背景下，扩大舒格利单抗这 类具有重大临床价值疗法的可及性，已成为全球医疗界的当务之急。 迄今我们已在欧洲、中东及非洲、拉丁美洲就舒格利单抗达成四大区域性合作，累计覆盖六十余个国家 和地区。舒格利单抗的海外上市即将全面启动，我们将通过深度整合伙伴优势资源，加速全球布局和商 业化落地，全面释放舒格利单抗的临床价值和市场潜力。与此同时，我们也在积极推动东南亚、加拿大 等地区的合作洽谈，并持续拓展舒格利单抗其他适应症的注册申报。" ...

Ia期剂量递增研究已在多线经治的晚期实体瘤患者中完成了四个剂量水平的评估。第四剂量水平(20毫 克/千克，每三周给药一次)经安全性监测委员会(SMC)评估未发生剂量限制性毒性(DLT)。研究当前正在 第五剂量水平(30毫克/千克，每三周给药一次)入组患者，主要目的为观测CS2009在潜在II期推荐剂量 (RP2D)之上的安全性以及拓宽其安全性边界;同步持续回填前期剂量组(1至20毫克/千克，每三周给药一 次)。Ib期/II期剂量扩展研究/关键延展研究预计将于2025年下半年启动。 基石药业-B(02616)公布CS2009(PD-1/VEGF/CTLA-4三特异性抗体)最新临床进展。 截至目前，CS2009在所有已评估的剂量水平上展现出良好的耐受性，优异的药代动力学(PK)特徵支持 每三周给药一次的治疗方案，药效学(PD)数据亦证实CS2009触发的PD1/CTLA-4阻断启动T细胞及对 VEGFA的中和作用，并且已在低剂量组的"冷肿瘤"及PD-(L)1经治患者中观察到抗肿瘤活性。 CS2009的全球多中心I/II期临床研究正在澳大利亚和中国积极招募患者，并计划扩展至美国进行II期入 组。在研究者及患者强烈兴 ...

格隆汇7月7日丨基石药业-B(02616.HK)公布CS2009(PD-1/VEGF/CTLA-4三特异性抗体)最新临床进展， CS2009是一款由基石药业自主研发的潜在同类首创/同类最佳的PD-1/VEGF/CTLA-4三特异性抗体。其 具有均衡的单价PD-1和CTLA-4结合臂以及双价VEGFA结合臂，可产生强效多靶点协同效应以及优先靶 向肿瘤组织以降低系统性毒性。 Ia期剂量递增研究已在多綫经治的晚期实体瘤患者中完成了四个剂量水平的评估。第四剂量水平(20毫 克/千克，每三周给药一次)经安全性监测委员会(SMC)评估未发生剂量限制性毒性(DLT)。研究当前正在 第五剂量水平(30毫克/千克，每三周给药一次)入组患者，主要目的为观测CS2009在潜在II期推荐剂量 (RP2D)之上的安全性以及拓宽其安全性边界；同步持续回填前期剂量组(1至20毫克/千克，每三周给药 一次)。Ib期/II期剂量扩展研究/关键延展研究预计将于2025年下半年启动。 截至目前，CS2009在所有已评估的剂量水平上展现出良好的耐受性，优异的药代动力学(PK)特征支持 每三周给药一次的治疗方案，药效学(PD)数据亦证实CS2009触 ...

CS1003-305研究是一项国际多中心、双盲、随机对照的III期注册研究，在全球范围内设有74家研究中 心，旨在评估PD-1单抗nofazinlimab(CS1003)联合仑伐替尼对比安慰剂联合仑伐替尼一綫治疗不可切除 或转移性肝细胞癌(HCC)患者的有效性和安全性。该研究的主要终点为总生存期(OS)。关键次要终点包 括盲态独立中心审閲(BICR)评估的无进展生存期(PFS)和客观缓解率(ORR)。 最终分析结果显示nofazinlimab联合仑伐替尼对比安慰剂联合仑伐替尼，OS呈现出明显的临床获益趋 势，尽管未达到统计学显著性，但仍显示出切实的患者获益。此外，该联合疗法在PFS和ORR方面也取 得有临床意义的改善，其数据与目前标准疗法治疗数据可比。并且，nofazinlimab安全性良好，与既往 研究结果以及已上市的抗PD-(L)1抗体安全性特征一致，未观察到新的安全性信号。公司将与监管机构 沟通，寻求该联合疗法的注册路径。 Nofazinlimab是一种靶向人程序性细胞死亡蛋白1(PD-1)的人源化重组IgG4单克隆抗体，正在开发用于肿 瘤的免疫治疗。Nofazinlimab与人类、食蟹猴和小鼠PD-1 ...