Core Viewpoint - The stock of药捷安康-B (02617) has surged over 50% since its listing on June 23, with a current price increase of 21 times from the initial offering price of 13.15 HKD, reaching 287 HKD and a market capitalization exceeding 110 billion HKD [1] Group 1: Stock Performance - The stock price has increased by 49.09% as of the latest report, with a trading volume of 2.199 billion HKD and a total market value surpassing 110 billion HKD [1] - The stock has experienced a significant volatility with an amplitude of 71% and a turnover rate of only 3.14% [1] Group 2: Regulatory and Clinical Developments - The company has been included in the Hong Kong Stock Connect list effective from September 8, as announced by the Shanghai and Shenzhen Stock Exchanges [1] - On September 10, the company announced that its core product, Tiengogatin combined with Fulvestrant, received clinical implied approval from the National Medical Products Administration for a Phase II trial in treating hormone receptor-positive (HR+) and HER2-negative or low-expressing recurrent or metastatic breast cancer, expected to be completed by September 10, 2025 [1] Group 3: Financial Performance - The company reported no revenue from its main business in the first half of the year, with other income declining from 10.4 million HKD in the first half of 2024 to 3.6 million HKD, a decrease of 65.1% [1] - The pre-tax loss for the first half of the year was 123 million HKD, an improvement compared to a loss of 160 million HKD in the same period of 2024 [1] Group 4: Shareholding Structure - The founder, Wu Yongqian, holds a significant stake of 32.98%, contributing to a limited market float due to substantial institutional holdings [1]

消息面上，上交所、深交所近日发布公告，药捷安康被调入港股通标的名单，自9月8日起生效。9月10 日，药捷安康公布，公司核心产品替恩戈替尼联合氟维司群治疗经治失败的激素受体阳性（HR+）且人 表皮生长因子受体2阴性或低表达（HER2-）的复发或转移性乳腺癌II期临床试验，已于2025年9月10日 获得国家药品监督管理局的临床默示许可。 智通财经APP获悉，药捷安康-B(02617)涨幅扩大逾50%，该股于6月23日上市，不到三个月时间，当前 股价较招股价13.15港元累计飙涨21倍。截至发稿，涨49.09%，报287港元，成交额21.99亿港元，总市 值突破1100亿港元。 值得注意的是，据招股书，药捷安康创始人吴永谦持股比例达32.98%，叠加其他机构持股，市场流通 盘有限。从交易数据看，截至发稿，该股振幅高达71%，换手率仅3.14%。另外，该公司中期业绩显 示，今年上半年未取得主营业务收入，其他收入及收益由2024年上半年的1040万元下降至360万元，降 幅达65.1%；上半年录得税前亏损1.23亿元，相较于2024年同期亏损的1.6亿元有所改善。 ...

（文章来源：每日经济新闻） 每经AI快讯，9月15日，港股药捷安康-B午后涨超50%，该股上个交易日收涨超77%。 ...

Group 1 - The Hang Seng Index rose by 0.29%, gaining 75 points to reach 26,463 points, while the Hang Seng Tech Index increased by 1.11%. The early trading volume in Hong Kong was HKD 162 billion [1] - CRO concept stocks saw significant gains, with Kanglong Chemical (03759) rising over 8% due to accelerated clinical trial review and approval processes. Other notable performers included Zhaoyan New Drug (06127) up 7%, WuXi Biologics (02269) up 5.5%, and Kelaiying (06821) up 4.2% [1] Group 2 - Yaojie Ankang (02617) surged over 33% after being included in the Hong Kong Stock Connect list, effective from September 8 [2] - The lithium battery sector performed well, with Morgan Stanley issuing a positive report on CATL, as market attention shifts to lithium demand expectations for next year. Notable stock movements included Zhongxin Hang (03931) up 4%, CATL (03750) up 7%, and Ganfeng Lithium (01772) up 4% [2] Group 3 - Yunfeng Financial (00376) increased by over 19%, with its stock price doubling within the month following the approval of its virtual asset trading services [3] Group 4 - Ruipu Lanjun (00666) rose nearly 2%, driven by sustained high production levels at major battery manufacturers and a significant increase in the company's energy storage battery shipments [4] Group 5 - Hushang Ayi (02589) gained over 8% after being included in the Hong Kong Stock Connect list, with stable growth in store numbers during the first half of the year [5] - Brainstorm Cell Therapeutics-B (06681) saw a dramatic rise, initially up 83% to a record high, and closing up 36%, with a cumulative increase of over 130% since its inclusion in the Stock Connect list on September 8. The company is noted for developing the first medical-grade digital therapy product for cognitive disorders in China [5] Group 6 - Baiao Saitu-B (02315) increased by over 11% after signing an antibody selection rights evaluation agreement with Merck to advance antibody-drug conjugate lipid delivery solutions [6] Group 7 - Domestic property stocks collectively declined, with Shimao Group (00813) falling nearly 5% and Zhongliang Holdings (02772) dropping over 3% [7]

9月15日早盘，港股通创新药震荡上扬。港股通创新药ETF（520880）100%聚焦创新药研发类公司，场 内持续溢价交易，截至发稿成交额超2．3亿元。上周，520880连续5日吸金合计超5.1亿元，多头势力强 劲。 | 分时 多日 1分 · | | | | | | | F9 盘前盘后 露加 九$ 图线 工具 (2 )> | | | | | | | 港股通创新药ETF ① | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 0.65 | | | | | 520880[建設通创新的ETF] 10:45 价 0.653 廠庆 0.004[0.62%) 均 ... | | | | ម្រ 1.007. | | 0.653 +0.004 +0.62% | | | | TOANO A | | | | | | | | | | | | 0.6796 | | SSE CNY 10:45:44 交易中 | | | | | T40 / 8 + | | 0.65 ...

消息面上，上交所、深交所近日发布公告，药捷安康被调入港股通标的名单，自9月8日起生效。公开资 料显示，药捷安康专注于发现及开发肿瘤、炎症及心脏代谢疾病小分子创新疗法。截至2025年6月30 日，该公司主要管线包括六款临床阶段候选产品及多款临床前阶段候选产品。值得注意的是，公司核心 产品替恩戈替尼(TT-00420)近期迎来多重利好。 药捷安康(02617)上周遭资金爆炒，期内累计涨幅超200%。该股今日早盘重挫18%，截至发稿，跌 12.99%，报167.5港元，成交额3.33亿港元，总市值跌穿700亿港元。 值得注意的是，药捷安康此前发布中期业绩，上半年集团未取得主营业务收入，其他收入及收益由2024 年上半年的1040万元下降至360万元，降幅达65.1%。公司表示，此下降主要是由于银行存款利息及理 财收入减少410万元，政府补助减少270万元。公司研发成本下降30.9%至9840万元。此外，药捷安康上 半年录得税前亏损1.23亿元，相较于2024年同期亏损的1.6亿元有所改善。 ...

Group 1 - The core stock of药捷安康 (02617) experienced a significant surge, with a cumulative increase of over 200% recently, followed by a sharp decline of 18% in early trading, currently down 12.99% at HKD 167.5, with a trading volume of HKD 333 million and a total market value dropping below HKD 70 billion [1] - The company has been included in the Hong Kong Stock Connect list effective from September 8, which may influence investor interest and trading activity [1] -药捷安康 focuses on discovering and developing innovative small molecule therapies for oncology, inflammation, and cardiovascular metabolic diseases, with a pipeline that includes six clinical-stage candidates and several preclinical candidates as of June 30, 2025 [1] Group 2 - The company reported a significant decline in other income and revenue, dropping from HKD 10.4 million in the first half of 2024 to HKD 3.6 million, a decrease of 65.1%, primarily due to reduced bank deposit interest and government subsidies [1] - Research and development costs decreased by 30.9% to HKD 98.4 million, indicating a potential focus on cost management [1] - The company recorded a pre-tax loss of HKD 123 million for the first half of the year, an improvement compared to a loss of HKD 160 million in the same period of 2024 [1]

药捷安康作为一家2014年成立的创新药企，主要从事小分子创新药研发，暂无产品获批上市，过去三年累计亏损8.7亿元。公司股价近期的上涨，起始于9 月10日披露核心产品替恩戈替尼一项临床试验获得临床默示许可的公告，此后3个交易日，市值激增近480亿港元。 药捷安康董事长吴永谦，官网截图 一款产品从二期临床试验到获批上市，需要经历多个关键节点，药捷安康的"临床故事"真有这么高的含金量吗？ 一则公告拉动480亿港元市值？ 业内人士：太夸张了 9月12日，药捷安康-B（02617.HK）用最高超130%、单日上涨77.09%的涨幅，诠释了当下港股创新药板块的疯狂。截至当日收盘，药捷安康总市值达到 764亿港元，排在港股创新药板块第12位。药捷安康也是今年港股创新药概念股中唯一的"十倍股"，6月23日挂牌上市以来，在不到3个月时间里股价涨幅 达到1363.88%。 目前，替恩戈替尼还没有对外披露临床数据，只有公司官方微信公众号文章中提到过，临床前试验结果表明，替恩戈替尼与氟维司群的联合用药针对内分 泌治疗耐药的乳腺癌细胞具有药理学协同作用。 替恩戈替尼最受关注的，是在胆管癌方面解决FGFR（成纤维生长因子受体）领域耐药的 ...

每经记者｜金喆 每经编辑｜陈柯名 董兴生 向江林 9月12日，药捷安康-B（02617.HK）用最高超130%、单日上涨77.09%的涨幅，诠释了当下港股创新药板块的疯狂。截至当日收盘，药捷安康总市值达到 764亿港元，排在港股创新药板块第12位。药捷安康也是今年港股创新药概念股中唯一的"十倍股"，6月23日挂牌上市以来，在不到3个月时间里股价涨幅 达到1363.88%。 一款产品从二期临床试验到获批上市，需要经历多个关键节点，药捷安康的"临床故事"真有这么高的含金量吗？ 一则公告拉动480亿港元市值？ 业内人士：太夸张了 9月10日，药捷安康发布公告称，公司核心产品替恩戈替尼联合氟维司群治疗经治失败的激素受体阳性（HR+）且人表皮生长因子受体2阴性或低表达 （HER2-）的复发或转移性乳腺癌II期临床试验，已于2025年9月10日获得国家药品监督管理局的临床默示许可。 从9月10日开盘到9月12日收盘，药捷安康-B股价涨幅达172.86%，市值上涨约480亿港元，盘中总市值一度触及千亿港元。目前，港股创新药板块共有9家 总市值超过1000亿港元的公司，它们的共同点是有多个产品上市、具备自主造血能力，而且有多 ...

每经记者｜金喆 每经编辑｜董兴生 9月12日，药捷安康-B（02617.HK）用最高超130%、单日上涨77.09%的涨幅，诠释了当下港股创新药 板块的疯狂。截至当日收盘，药捷安康总市值达到764亿港元，排在港股创新药板块第12位。药捷安康 也是今年港股创新药概念股中唯一的"十倍股"，6月23日挂牌上市以来，在不到3个月时间里股价涨幅达 到1363.88%。 药捷安康作为一家2014年成立的创新药企，主要从事小分子创新药研发，暂无产品获批上市，过去三年 累计亏损8.7亿元。公司股价近期的上涨，起始于9月10日披露核心产品替恩戈替尼一项临床试验获得临 床默示许可的公告，此后3个交易日，市值激增近480亿港元。 一款产品从二期临床试验到获批上市，需要经历多个关键节点，药捷安康的"临床故事"真有这么高的含 金量吗？ 一则公告拉动480亿港元市值？业内人士：太夸张了 9月10日，药捷安康发布公告称，公司核心产品替恩戈替尼联合氟维司群治疗经治失败的激素受体阳性 （HR+）且人表皮生长因子受体2阴性或低表达（HER2-）的复发或转移性乳腺癌II期临床试验，已于 2025年9月10日获得国家药品监督管理局的临床默示许可。 ...