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医药周报:春节期间医药行业重点事件梳理
Guolian Minsheng Securities· 2026-02-23 07:45
医药周报 20260223: 3)近期观点:医药这轮产业时代底层逻辑是创新和出海,2025 年市场交易的是创新药通 过 BD 出海,2026 年到目前位置交易的是医药多个"从 0 到 1"的科技创新赛道,是创新 逻辑的前移,是市场风险偏好提升的体现。近期我们推荐的 CRO 市场表现较好。我们继续 看好:投资"抓两头"(一个是"从 0 到 1"科技创新赛道的轮动和创新供应链尤其 CRO 的动物园组合、一个是低位变化票例如业绩高增线、基药以及其他个股变化),等待向创 新药轮动蔓延。CRO 重点关注泰格医药、百奥赛图,其他 CXO 及上游可关注药明合联、 皓元医药、维亚生物、昭衍新药、森松国际、诺泰生物、药明康德、凯莱英、博腾股份、 康龙化成、百普赛斯、药康生物、奥浦迈、赛分科技、纳微科技、东富龙等。基药关注盘 龙药业、贵州三力、以岭药业、方盛制药等。"从 0 到 1"赛道:AI 创新药关注晶泰控股、 英矽智能;小核酸关注前沿生物、悦康药业、必贝特、阳光诺和、瑞博生物、福元医药、 信立泰、奥锐特、诺泰生物等;AI 机器人如微创机器人、天智航等。2026 年上半年,可 关注 BD2.0 方向如石药集团、三生制药、映恩 ...
小摩增持凯莱英9400股 每股作价约87.56港元


Zhi Tong Cai Jing· 2026-02-13 12:52
香港联交所最新资料显示,2月10日,小摩增持凯莱英(002821)(06821)9400股,每股作价87.5591港 元,总金额约为82.31万港元。增持后最新持股数目约为167.41万股,最新持股比例为6.01%。 ...
小摩增持凯莱英(06821)9400股 每股作价约87.56港元


智通财经网· 2026-02-13 12:47
智通财经APP获悉,香港联交所最新资料显示,2月10日,小摩增持凯莱英(06821)9400股,每股作价 87.5591港元,总金额约为82.31万港元。增持后最新持股数目约为167.41万股,最新持股比例为6.01%。 ...
港股医药外包概念股震荡走强,昭衍新药、药明生物、维亚生物均涨超3%
Mei Ri Jing Ji Xin Wen· 2026-02-10 02:09
Group 1 - The Hong Kong pharmaceutical outsourcing sector experienced a strong rally on February 10, with several companies seeing significant stock price increases [1] - Zhaoyan New Drug (06127.HK), WuXi Biologics (02269.HK), and Via Biotechnology (01873.HK) all rose by over 3% [1] - Tigermed (03347.HK), WuXi AppTec (02359.HK), and Kelun Pharmaceutical (06821.HK) each saw their stock prices increase by more than 2.5% [1]
港股医药外包概念股震荡走强,昭衍新药(06127.HK)、药明生物(02269.HK)、维亚生物(01873.HK)均涨超3%,泰格医药(03347.H...
Jin Rong Jie· 2026-02-10 02:09
Group 1 - The Hong Kong pharmaceutical outsourcing sector has shown strong fluctuations, with companies such as Zhaoyan New Drug (06127.HK), WuXi Biologics (02269.HK), and Via Biotechnology (01873.HK) all rising over 3% [1] - Other companies like Tigermed (03347.HK), WuXi AppTec (02359.HK), and Kelun Pharmaceutical (06821.HK) have also experienced increases of more than 2.5% [1]
小摩增持凯莱英(06821)4700股 每股作价80.6776港元


智通财经网· 2026-02-09 11:19
Group 1 - The core point of the article is that JPMorgan has increased its stake in Kairong Pharmaceutical (06821) by purchasing 4,700 shares at a price of 80.6776 HKD per share, totaling approximately 379,200 HKD [1] - After the purchase, JPMorgan's total holdings in Kairong Pharmaceutical amount to approximately 1.6727 million shares, representing a holding percentage of 6% [1]
小摩增持凯莱英4700股 每股作价80.6776港元


Zhi Tong Cai Jing· 2026-02-09 11:19
Core Viewpoint - JPMorgan has increased its stake in Kelaiying (002821) to approximately 6% by acquiring 4,700 shares at a price of HKD 80.6776 per share, totaling around HKD 379,200 [1] Group 1 - On February 4, JPMorgan purchased 4,700 shares of Kelaiying [1] - The total amount spent on the acquisition was approximately HKD 379,200 [1] - After the purchase, JPMorgan's total shareholding in Kelaiying reached approximately 1.6727 million shares [1]
Norges Bank增持凯莱英(06821)5.35万股 每股作价约79.01港元


智通财经网· 2026-02-06 13:41
Group 1 - Norges Bank increased its stake in Kairong (06821) by 53,500 shares at a price of HKD 79.0068 per share, totaling approximately HKD 4.2269 million [1] - After the increase, Norges Bank's total shareholding in Kairong reached 4.5065 million shares, representing a holding percentage of 16.19% [1]
摩根大通减持凯莱英1.98万股 每股作价约78.64港元
Zhi Tong Cai Jing· 2026-02-06 13:36
Group 1 - Morgan Stanley reduced its stake in Kelaiying (002821) (06821) by 19,800 shares at a price of 78.6378 HKD per share, totaling approximately 1.557 million HKD [1] - After the reduction, Morgan Stanley's latest holding is approximately 1.668 million shares, representing a holding percentage of 5.99% [1]
Norges Bank增持凯莱英5.35万股 每股作价约79.01港元


Zhi Tong Cai Jing· 2026-02-06 13:36
Group 1 - Norges Bank increased its stake in Kelaiying (002821) (06821) by 53,500 shares at a price of HKD 79.0068 per share, totaling approximately HKD 4.2269 million [1] - After the increase, Norges Bank's total shareholding in Kelaiying reached 4.5065 million shares, representing a new ownership percentage of 16.19% [1]