Core Viewpoint - The recent surge in the stock prices of CanSino Biologics (6185.HK) is attributed to a warning from the World Health Organization regarding mosquito-borne diseases, particularly Chikungunya fever, which has heightened market sentiment towards the vaccine sector [1]. Group 1: Stock Performance - CanSino Biologics experienced a significant stock increase, rising over 16.8% to a peak of 55.7 HKD, marking a new high since March 2023 [1]. - The A-share market also saw a rise of over 11%, reaching a maximum of 92.7 CNY, the highest since August 2023 [1]. Group 2: Disease Outbreak - The Guangdong Provincial Center for Disease Control reported 2,892 new local cases of Chikungunya fever from July 27 to August 2 [1]. Group 3: Product Development - CanSino has made important advancements in the research and commercialization of multiple products in the second half of this year [1]. - The company announced that its trivalent inactivated poliovirus vaccine (Sf-RVN cells) has received approval from the National Medical Products Administration of China to commence clinical trials [1]. - On June 20, CanSino disclosed that its 13-valent pneumococcal polysaccharide conjugate vaccine (CRM197/tetanus toxin) has been approved for new drug listing by the National Medical Products Administration [1].

康希诺生物(06185.HK)H股涨超10%，康希诺A股涨7.6%。 ...

Group 1 - The Hong Kong biotechnology stocks collectively rose, with notable increases in several companies' stock prices [1][2] - Beihai Kangcheng-B saw a rise of nearly 19%, while other companies like Gilead Sciences-B and Ascentage Pharma-B also experienced significant gains of over 15% and 9% respectively [1][2] - The overall trend indicates a positive sentiment in the biotechnology sector, with multiple companies achieving gains of over 5% [1][2] Group 2 - Specific stock performance includes: Beihai Kangcheng-B at 18.99% increase, Gilead Sciences-B at 15.30%, and Ascentage Pharma-B at 9.48% [2] - The market capitalization of these companies varies significantly, with Gilead Sciences-B at approximately 11.477 billion and Ascentage Pharma-B at about 29.86 billion [2] - Other notable performers include Jiahua Bio-B and Beikang Medical-B, both showing increases of over 7% [1][2]

Group 1 - The core viewpoint highlights the strong performance and growth of the Kexin Pharmaceutical ETF managed by Jiashi, with significant trading activity and inflows [2] - As of August 4, the Kexin Pharmaceutical ETF Jiashi has seen a weekly average trading volume of 58.54 million yuan, ranking first among comparable funds [2] - The fund's scale increased by 12.30 million yuan over the past two weeks, also leading among comparable funds [2] - The fund's net asset value has risen by 50.01% over the past year, placing it in the top 15.64% of index equity funds [2] Group 2 - The top ten weighted stocks in the Shanghai Stock Exchange Science and Technology Innovation Board Biopharmaceutical Index account for 49.14% of the index, with leading companies including United Imaging Healthcare and BeiGene [2][4] - The biopharmaceutical industry is expected to stabilize and grow throughout 2025, supported by favorable policies for innovative drug development and medical equipment updates [5] - The transition to the 2.0 era of innovative drugs in China is marked by a qualitative improvement, with domestic new drugs expected to participate deeply in the global market over the next decade [4]

Group 1 - The Hong Kong biotechnology sector experienced a rise on August 5, with notable increases in stock prices for several companies [1] - Gilead Sciences (歌礼制药) saw a surge of over 15% in its stock price [1] - Ascentage Pharma (亚盛医药) increased by more than 9% [1] - Other companies such as Jiahe Biopharma (嘉和生物) and Innovent Biologics (复宏汉霖) rose by over 8% [1] - CanSino Biologics (康希诺生物) and Zai Lab (再鼎医药) experienced increases of over 5% [1]

前十大AH股偏离值排行 | 股票名称 | H股(港元) | A股 | 溢价率 | 偏离值↓ | | --- | --- | --- | --- | --- | | 安德利果汁(02218) | 19.660 | 51.81 | 215.67% | 37.63% | | 金力永磁(06680) | 18.400 | 27.36 | 78.10% | 22.60% | | 农业银行(01288) | 5.150 | 6.3 | 46.60% | 13.83% | | 康希诺生物(06185) | 44.800 | 80.46 | 115.11% | 11.56% | | 昭衍新药(06127) | 23.950 | 32.34 | 61.75% | 11.02% | | 北京北辰实业股份 (00588) | 0.870 | 1.78 | 144.83% | 10.74% | | 复旦张江(01349) | 4.090 | 10.86 | 218.09% | 10.71% | | 山东墨龙(00568) | 4.410 | 6.36 | 72.79% | 9.57% | | --- | --- | --- | -- ...

疫苗股继续活跃，其中，康希诺AH股午后拉升，A股一度涨超16%报82.48元，股价创2023年12月以来新高；H股拉升一度涨近14%报48.55港元，股价创 2023年3月以来新高。 随着确诊病例数量的增加，以及世界卫生组织专家发出的警报，市场对相关疫苗的需求预期显著增强，刺激疫苗股获资金追捧。 消息面上，基孔肯雅热在广东佛山市的爆发继续成为市场关注的焦点。据广东省疾控局消息，2025年7月20日0时至7月26日24时，广东省新增报告2940例 基孔肯雅热本地病例，未报告重症和死亡病例。病例分布在佛山2882例，广州22例，中山18例，东莞、珠海、河源各3例，江门、阳江、肇庆各2例，清 远、深圳、湛江各1例。 ...

Group 1 - The Hang Seng Index rose by 0.68% while the Hang Seng Tech Index fell by 0.24% [1] - Heng Rui Medicine saw a significant increase of over 24% [1] - CanSino Biologics increased by over 10% [1] Group 2 - Ningde Times and Dongfang Zhenxuan both rose by over 6% [1] - Ganfeng Lithium experienced a decline of over 6% [1] - Mixue Group fell by nearly 5% [1]

Group 1 - The stock of CanSino Biologics (06185.HK) has experienced a significant surge, rising over 12% [1] - The trading volume for CanSino Biologics has exceeded 150 million Hong Kong dollars [1]

康希诺生物股份公司（以下简称"公司"）于近日收到国家药品监督管理局 核准签发的关于重组三价脊髓灰质炎疫苗（Sf-RVN细胞）（以下简称"重组脊 髓灰质炎疫苗"）的《药物临床试验批准通知书》。具体情况如下： 证券代码：688185 证券简称：康希诺 公告编号：2025-018 康希诺生物股份公司 关于重组三价脊髓灰质炎疫苗（Sf-RVN细胞）获得 药物临床试验批准通知书的公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述 或者重大遗漏，并对其内容的真实性、准确性和完整性依法承担法律责任。 一、通知书基本情况 产品名称：重组三价脊髓灰质炎疫苗（Sf-RVN 细胞） 注册分类：预防用生物制品 1.2 类 申请事项：境内生产药品注册临床试验 申请人：康希诺生物股份公司、康希诺（上海）生物科技有限公司 通知书编号：2025LP01807 审批结论：根据《中华人民共和国药品管理法》《中华人民共和国疫苗管理 法》及有关规定，经审查，重组脊髓灰质炎疫苗符合药品注册的有关要求，同意 开展预防由脊髓灰质炎 I 型、II 型和 III 型病毒感染导致的脊髓灰质炎的临床试 验。 二、产品相关情况 公司的重组脊髓 ...