证券之星消息，10月15日，医疗健康（980016）指数报收于6759.45点，涨1.78%，成交279.46亿元，换 手率1.0%。当日该指数成份股中，上涨的有40家，华海药业以7.59%的涨幅领涨，下跌的有9家，华大智 造以2.93%的跌幅领跌。 医疗健康（980016）指数十大成份股详情如下： 以上内容为证券之星据公开信息整理，由AI算法生成（网信算备310104345710301240019号），不构成 投资建议。 | | | 资金流向方面，医疗健康（980016）指数成份股当日主力资金净流入合计10.63亿元，游资资金净流出合 计6.71亿元，散户资金净流出合计3.92亿元。成份股资金流向详情见下表： | 代码 | 名称 | 主力净流入(元) | 主力净占比 游资净流入(元) | | 游资净占比 散户净流入(元) | | 散户净占比 | | --- | --- | --- | --- | --- | --- | --- | --- | | 600521 | 华海药业 | 1.63亿 | 9.68% | -8628.51万 | -5.13% | -7660.92万 | -4.55% | | 30001 ...

10月15日，创新药板块全线拉升。截至午间收盘，创新药指数（886015.TI）涨2.35%，广生堂20CM涨 停，昂利康、亚太药业等10CM涨停，舒泰神、前沿生物-U、博腾股份、华海药业等多股涨幅居前。 | | 创新药 886015.TI | | | | --- | --- | --- | --- | | | 最新价: | 涨跌幅+ | 涨跌额= | | 创新药 | 1366.835 | 2.35% | 31.422 | | 886015.TI | | | | | 广生堂 | 122.65 | 20.00% | 20.44 | | 300436.SZ | | | | | 舒泰神 | 36.87 | 14.40% | 4.64 | | @ 300204.SZ | | | | | 塞升药业 | 12.47 | 10.84% | 1.22 | | @ 300485.SZ | | | | | 济民健康 | 10.97 | 10.03% | 1.00 | | 603222.SH | | | | | 昂利康 | 41.20 | 10.01% | 3.75 | | 002940.SZ | | | | | 联环药业 | 2 ...

Group 1 - The core viewpoint of the news is that 恒瑞医药 (Hengrui Medicine) has shown significant stock performance with a year-to-date increase of 43.61%, despite recent declines in the last five and twenty trading days [1][3] - As of October 15, the stock price reached 65.63 yuan per share, with a market capitalization of 435.99 billion yuan and a trading volume of 19.98 billion yuan [1] - The company has experienced a net inflow of main funds amounting to 33.03 million yuan, with significant buying and selling activities from large orders [1] Group 2 - 恒瑞医药 is primarily engaged in the research, production, and sales of pharmaceuticals, focusing on oncology and related fields such as kinase inhibitors and antibody-drug conjugates [2] - The company's revenue composition includes 86.88% from product sales, 12.63% from licensing income, and 0.49% from other sources [2] - As of June 30, the company reported a revenue of 15.76 billion yuan for the first half of 2025, reflecting a year-on-year growth of 15.88%, and a net profit of 4.45 billion yuan, up 29.67% [3] Group 3 - Since its A-share listing, 恒瑞医药 has distributed a total of 9.30 billion yuan in dividends, with 3.57 billion yuan distributed in the last three years [4] - As of June 30, 2025, the number of shareholders decreased to 364,700, while the average circulating shares per person increased by 12.70% [3][4] - Major institutional shareholders include Hong Kong Central Clearing Limited and various ETFs, with notable increases in their holdings [4]

10月15日，市场早间冲高回落，随后再度翻红。截至午间收盘，沪指涨0.1%，深成指平盘，创业板指 涨0.22%。市场半日成交额超1.28万亿。 盘面上热点较为杂乱，整体高低切换，主要集中在医药、国产软件、消费等方向。利好刺激下国产软件 概念股反弹。创新药板块表现活跃，昂利康涨停，亚太药业2连板，广生堂20cm涨停。下跌方面，导体 板块出现明显分歧，至纯科技跌停。 国产软件概念逆势走强 10月15日，国产软件概念震荡拉升，久其软件、格尔软件双双涨停，品茗科技涨15%，浩辰软件、华大 九天、信安世纪等多股跟涨。 消息面上，新凯来子公司武汉启云方科技有限公司（下称"启云方"）在2025湾区半导体产业生态博览会 （湾芯展）上发布两款拥有完全自主知识产权的国产电子工程EDA（原理图和PCB)设计软件。 多股涨停 近期持续回调的创新药概念回暖。广生堂20CM涨停，联环药业、昂利康等多股涨停，振东制药、前沿 生物等跟涨。 消息面上，恒瑞医药多款注射剂药物临床试验获批。10月13日，恒瑞医药发布公告称，公司子公司苏州 盛迪亚生物医药有限公司、上海恒瑞医药有限公司、上海盛迪医药有限公司收到国家药品监督管理局核 准签发关于注射用 ...

Market Overview - On October 15, the market experienced fluctuations, with the Shanghai Composite Index rising by 0.1%, the Shenzhen Component Index remaining flat, and the ChiNext Index increasing by 0.22%. The half-day trading volume exceeded 1.28 trillion yuan [1]. Sector Performance - The market showed a mixed performance with notable activity in sectors such as pharmaceuticals, domestic software, and consumer goods. The domestic software sector rebounded strongly, with stocks like Jiuqi Software and Geer Software hitting the daily limit. The innovative drug sector also saw significant gains, with stocks like Angli Kang and Yatai Pharmaceutical reaching their daily limits [2][4]. Domestic Software Sector - The domestic software sector saw a notable rise, with Geer Software and Jiuqi Software both hitting the daily limit. Other companies like Pinming Technology and Haocen Software also experienced substantial increases, with Haocen Software rising by 15% [2][3]. EDA Software Development - The launch of two domestically developed EDA (Electronic Design Automation) software products by Wuhan Qiyunfang Technology Co., a subsidiary of Xinkailai, is seen as a milestone for China's semiconductor and electronic software autonomy. The domestic EDA market currently has a localization rate of less than 20%, dominated by overseas giants. The new products reportedly improve performance by 30% and reduce hardware development cycles by 40% [4]. Innovative Drug Sector - The innovative drug sector showed strong performance, with several stocks reaching their daily limits. Notable mentions include Guangsheng Tang, which rose by 20%, and Shutaishen, which increased by 14.4% [5][7]. - Recent approvals for clinical trials of multiple injectable drugs by Heng Rui Pharmaceutical are expected to boost the sector. Analysts suggest that the recent market pullback in pharmaceuticals presents a buying opportunity, with expectations of a recovery in innovative drug research and development [7]. Investment Outlook - Analysts remain optimistic about the long-term growth of the innovative drug sector, highlighting the trend of innovative drugs entering overseas markets. The end of the year is anticipated to see a surge in business development (BD) activities, which could lead to significant opportunities for investors [7].

当初创公司Kailera Therapeutics宣布在贝恩资本（Bain Capital）领投的B轮融资中筹集6亿美元时，整个 生物技术投资圈的气氛立刻被点燃。 在2025年美国生物医药资本市场依旧寒冷的背景下，这笔融资成为今年最大规模的私募生物技术交易之 一，再次吸引全球市场的关注。这6亿美元的背后，关键依赖于恒瑞医药在中国完成的3期临床试验结 果。 作为中国的龙头企业，恒瑞正通过NewCo模式迅速拓展海外，并已取得显著成绩。 一份来自中国的"确定性" 今年7月，Kailera与其合作伙伴恒瑞医药共同宣布，KAI-9531（在恒瑞内部代号为HRS9531）在中国进 行的为期48周的3期临床试验中，取得了惊人的成功：在所有三个测试剂量水平上，患者平均体重减轻 了17.7%。更具体地说，88%的受试者体重减轻至少5%，而高达44.4%的患者实现了超过20%的体重减 轻。 在传统的生物技术融资模式中，初创公司往往依赖于临床前或早期临床（1/2期）的数据来吸引投资。 而这种由确定性临床数据驱动的资本效果也是显著的。就在中国3期数据公布后不久，Kailera迅速完成 了与美国FDA的2期结束后会议（end-of-P ...

10月15日，近期持续回调的创新药概念回暖。相关ETF中，创新药ETF天弘（517380）盘中最高涨近 2%，现涨1.14%，盘中现溢价交易。成分股中，博腾股份涨超7%，药明合联、荣昌生物均涨超5%，华 东医药、科兴制药等跟涨。 此外，生物医药ETF（159859）截至发稿涨1.19%，成交额近7000万元，暂居同标的产品首位。 消息面上，恒瑞医药多款注射剂药物临床试验获批。10月13日，恒瑞医药发布公告称，公司子公司苏州 盛迪亚生物医药有限公司、上海恒瑞医药有限公司、上海盛迪医药有限公司收到国家药品监督管理局核 准签发关于注射用SHR—A2102、阿得贝利单抗注射液、注射用SHR—1802的《药物临床试验批准通知 书》，将于近期开展临床试验。具体为注射用SHR—A2102联合阿得贝利单抗联合SHR—1802在晚期实 体肿瘤受试者中的安全性、耐受性及有效性的多中心、开放ⅠB/Ⅱ期临床研究。 招银国际指出，近期，医药板块略有回调，我们认为这将带来抄底机会：由于资本市场融资复苏、创新 药出海交易规模上涨，国内创新药研发需求出现回暖。叠加美国降息，CXO行业有望在2H25E迎来业绩 修复。此外，建议投资人关注已授权 ...

| ל | | --- | | 解读新药研发进展与趋势 剖析产品竞争力与市场前景 | | 洞察医药资本脉络 见证医药产业高质量发展 | | 数据来源：东方财富App、富途牛牛 | 每经记者｜金喆 每经编辑｜魏官红 恒生医疗保健业指数 港股创新药ETF (513120) (HSCICH) 周内涨跌 - 6.33% 周内涨跌 - 3.98% - A股当周涨跌幅 - 万邦德 南新制药 周内涨跌 -12.01% - 周内涨跌 - 29.55% - 港股当周涨跌幅 - 华润医药 晶泰控股 周内涨跌 个1.45% | | | | 周内涨跌 - 22.53% 聚焦前沿 前沿赛道 国产首个IL-36R单抗申报上市 用于 治疗成人泛发性脓疱型银屑病发作 -周热股 假期后创新药板块突然"变脸", BD 行情告一段落了吗? 资本动向 港股创新药递表再迎小高峰 贝达药业、长春高新、百利天恒、 博瑞医药有望实现"A+H" " 出生创新花》 栏目过目经济新闻推出 宫国- A股公司密集赴港上市，是政策支持、市场流动性改善等多重因素作用的结果。今年8月，港交所进一步放宽了对"A+H"股公司的公众持股限制，满足"30亿 港元预期市值"或"10 ...

FF305 翌日披露報表 (股份發行人 ── 已發行股份或庫存股份變動、股份購回及/或在場内出售庫存股份) 表格類別： 股票 狀態： 新提交 根據《主板上市規則》第13.25C條 / 《GEM上市規則》第17.27C條，我們在此確認，據我們所知所信，第一章節所述的每項股份發行或庫存股份出售或轉讓已獲發行人董事會正式授權批准，並遵 照所有適用上市規則、法律及其他監管規定進行，並在適用的情況下： (註7) 公司名稱： 江蘇恒瑞醫藥股份有限公司 呈交日期： 2025年10月14日 如上市發行人的已發行股份或庫存股份出現變動而須根據《香港聯合交易所有限公司（「香港聯交所」）證券上市規則》(「《主板上市規則》」)第13.25A條 / 《香港聯合交易所有限公司GEM證券 上市規則》(「《GEM上市規則》」)第17.27A條作出披露，必須填妥第一章節 。 | 第一章節 | | | | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | | 1. 股份分類 | 普通股 | 股份類別 A | | | 於香港聯交所上市 | 否 | | | 證券代號 (如上市) | ...

恒瑞医药（600276）(01276)发布公告，该公司于2025年10月14日斥资1306.63万元人民币回购20万股A 股，每股回购价格为64-67元人民币。 ...