智通财经APP获悉，截止12月12日，未平仓空单比位列前三位为万科企业（02202）、中远海控 （01919）、恒瑞医药（01276），空仓比分别为19.04%、17.09%、15.18%。 未平仓空单比（绝对值）较上一次增加最多为昭衍新药（06127）、蓝思科技（06613）、中国光大控股 （00165），分别增加2.08%、1.68%、1.46%。 未平仓空单比（绝对值）较上一次减少最多为中兴通讯（00763）、诺诚健华（09969）、医脉通 （02192），分别减少-3.12%、-2.21%、-1.70%。 前10大未平仓空仓比 | 股票名称 | 前次空仓数 | 本次空仓数 | 最新空仓比↓ | | --- | --- | --- | --- | | 万科企业(02202) | 4.54 亿股 | 4.20 亿股 | 19.04% | | 中远海控(01919) | 5.06 亿股 | 4.92 亿股 | 17.09% | | 恒瑞医药(01276) | 3924.19 万股 | 3919.30 万股 | 15.18% | | 东方电气(01072) | 5678.05 万股 | 5927.79 万股 ...

大型科技股集体上涨，腾讯控股涨1.49%，快手涨1.45%，网易涨1.32%，美团涨1.28%，百度涨1.02%。 | 代码 | 名称 | 最新价 | 涨跌额 | 涨跌幅 √ | | --- | --- | --- | --- | --- | | 09868 | 小鹏汽车-W | 76.650 | +5.450 | 7.65% | | 09660 | 地平线机器人-W | 9.120 | +0.600 | 7.04% | | 09863 | 零跑汽车 | 50.500 | +2.740 | 5.74% | | 02015 | 理想汽车-W | 65.450 | +2.400 | 3.81% | | 09866 | 蔚来-SW | 39.300 | +0.880 | 2.29% | | 06618 | 京东健康 | 57.500 | +1.200 | 2.13% | | 01698 | 腾讯音乐-SW | 70.550 | +1.050 | 1.51% | | 00700 | 腾讯 控股 | 614.000 | +9.000 | 1.49% | | 01024 | 快手-W | 66.300 | +0.950 ...

诺诚健华(09969)一度涨超4%，截至发稿，涨3.87%，报13.69港元，成交额3791.38万港元。 智通财经APP获悉，诺诚健华(09969)一度涨超4%，截至发稿，涨3.87%，报13.69港元，成交额3791.38 万港元。 Soficitinib是诺诚健华自主研发的高效、高选择性的新型口服TYK2抑制剂，开发用于治疗多种T细胞相 关的自身免疫性疾病，目前开发的适应症深度布局皮肤科这一广阔的市场，包括特应性皮炎、白癜风、 结节性痒疹、荨麻疹等。TYK2作为Janus激酶(JAK)家族成员，是JAK-STAT信号通路的关键激酶，在炎 症发病机制中扮演重要角色。Soficitinib通过阻断IL-4、IL-13、IL-31等驱动肥大细胞活化和炎症反应的 细胞因子信号通路，从而减轻瘙痒和风团形成，改善CSU症状。 相关数据显示，全球约有5000万慢性自发性荨麻疹患者，预计到2029年将全球CSU市场将达30亿美元。 消息面上，12月18日，据诺诚健华官微消息，公司宣布，自主研发的新型TYK2抑制剂soficitinib(ICP- 332)治疗慢性自发性荨麻疹(CSU)获国家药品监督管理局(NMPA)药品 ...

Core Viewpoint - Nocera Biopharma's new TYK2 inhibitor soficitinib has received approval for II/III clinical trials for treating chronic spontaneous urticaria (CSU), which is expected to enhance the company's market position in the dermatology sector [1][2] Company Summary - Nocera Biopharma's stock rose over 4%, currently trading at 13.69 HKD with a transaction volume of 37.91 million HKD [1] - Soficitinib is a highly selective oral TYK2 inhibitor developed for various T-cell related autoimmune diseases, with a focus on dermatological conditions such as atopic dermatitis, vitiligo, nodular prurigo, and urticaria [1] - The approval from the National Medical Products Administration (NMPA) marks a significant milestone for the company in advancing its clinical pipeline [1] Industry Summary - There are approximately 50 million patients suffering from chronic spontaneous urticaria globally, with the CSU market projected to reach 3 billion USD by 2029 [2]

Group 1 - The core point of the article is that Nocera Biopharma (09969) has seen its stock price increase by over 4% following the announcement of the approval for its new TYK2 inhibitor, soficitinib, to conduct Phase II/III clinical trials for chronic spontaneous urticaria (CSU) [1] - Soficitinib is a highly selective oral TYK2 inhibitor developed by the company, aimed at treating various T-cell related autoimmune diseases, with a focus on dermatological conditions such as atopic dermatitis, vitiligo, nodular prurigo, and urticaria [1] - TYK2 is a key kinase in the JAK-STAT signaling pathway, playing an important role in the inflammatory disease mechanism, and soficitinib works by blocking cytokine signaling pathways that drive mast cell activation and inflammation, thereby alleviating symptoms of CSU [1] Group 2 - There are approximately 50 million patients suffering from chronic spontaneous urticaria globally, and the CSU market is projected to reach $3 billion by 2029 [2]

Group 1 - The core viewpoint of the article highlights that Nocera Biopharma (09969) has received approval from the National Medical Products Administration (NMPA) to conduct Phase II/III clinical trials for its novel TYK2 inhibitor soficitinib (ICP-332) aimed at treating Chronic Spontaneous Urticaria (CSU) [1] - Soficitinib is a highly selective oral TYK2 inhibitor developed by the company, targeting various T-cell related autoimmune diseases, with a strong focus on dermatological conditions such as atopic dermatitis, vitiligo, nodular prurigo, and urticaria [1] - The TYK2 enzyme plays a crucial role in the JAK-STAT signaling pathway, which is significant in the inflammatory disease mechanism, and soficitinib works by blocking cytokine signaling pathways that activate mast cells and inflammatory responses, thereby alleviating symptoms of CSU [1] Group 2 - There are approximately 50 million patients suffering from Chronic Spontaneous Urticaria globally, and the CSU market is projected to reach $3 billion by 2029 [2]

每经AI快讯，港股医药股今早明显反弹，CRO、创新药方向居前。截至发稿，凯莱英(06821.HK)涨 6.28%，报77港元；药明生物(02269.HK)涨6.11%，报34.72港元；三生制药(01530.HK)涨5.04%，报26.68 港元；诺诚健华(09969.HK)涨4.25%，报13.74港元。 ...

Core Viewpoint - As of December 18, a total of 87 stocks in the Shanghai and Shenzhen markets have experienced net financing inflows for five consecutive days or more, indicating strong investor interest in these stocks [1] Group 1: Stocks with Longest Net Inflows - The stocks with the longest consecutive net inflows are AVIC Jonhon Optronic Technology and Liyuan Heng, both achieving net inflows for 11 consecutive trading days [1] - Other notable stocks with significant net inflows include China Ping An, Shengmei Shanghai, Chuangzhong Technology, Changchun High-tech, Trina Solar, Aerospace Electric, Nocera Health, and China Shipbuilding Special Gas [1]

医药股今早明显反弹，CRO、创新药方向居前。截至发稿，凯莱英（06821）上涨6.07%，报76.85港 元；药明生物（02269）上涨6.05%，报34.70港元；三生制药（01530）上涨4.65%，报26.58港元；诺诚 健华（09969）上涨4.70%，报13.80港元。 责任编辑：卢昱君 热点栏目 自选股 数据中心 行情中心 资金流向 模拟交易 医药股今早明显反弹，CRO、创新药方向居前。截至发稿，凯莱英（06821）上涨6.07%，报76.85港 元；药明生物（02269）上涨6.05%，报34.70港元；三生制药（01530）上涨4.65%，报26.58港元；诺诚 健华（09969）上涨4.70%，报13.80港元。 责任编辑：卢昱君 客户端 热点栏目 自选股 数据中心 行情中心 资金流向 模拟交易 客户端 ...

兴业证券认为，近期创新药板块情绪回落，随着BD持续落地，该行认为当前板块景气度可持续，"创新 +国际化"创新药产业趋势不变，短期调整后创新药板块弹性进一步提升。同时，可继续重点关注基本 面已开始改善的创新药产业链，当前在投融资数据、订单和业绩层面均看到向好趋势。 消息面上，据券商中国日前报道，北京时间12月18日凌晨，参议院官网显示，搭载修订版《生物安全法 案》的美国2026财年国防授权法案（2026NDAA）获通过。新版本生物安全法未具体点名任何一家公 司。有券商研究机构认为，2025年法案进展阶段性落地，行业回归中长期增量逻辑。 智通财经APP获悉，医药股今早明显反弹，CRO、创新药方向居前。截至发稿，凯莱英(06821)涨 6.28%，报77港元；药明生物(02269)涨6.11%，报34.72港元；三生制药(01530)涨5.04%，报26.68港元； 诺诚健华(09969)涨4.25%，报13.74港元。 ...