股份發行人及根據《上市規則》第十九B章上市的香港預託證券發行人的證券變動月報表 截至月份: 2025年8月31日 狀態: 新提交 致：香港交易及結算所有限公司 公司名稱: 無錫藥明康德新藥開發股份有限公司 呈交日期: 2025年9月1日 I. 法定/註冊股本變動 | 1. 股份分類 | 普通股 | 股份類別 | H | | 於香港聯交所上市 (註1) | | 是 | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 證券代號 (如上市) | 02359 | 說明 | | | | | | | | | | 法定/註冊股份數目 | | | 面值 | | 法定/註冊股本 | | | 上月底結存 | | | 387,076,150 | RMB | | 1 RMB | | 387,076,150 | | 增加 / 減少 (-) | | | 91,150,340 | | | RMB | | 91,150,340 | | 本月底結存 | | | 478,226,490 | RMB | | 1 RMB | | 478,226,490 | | 2. 股份分類 ...

截至月份: 2025年8月31日 狀態: 新提交 致：香港交易及結算所有限公司 I. 法定/註冊股本變動 | 1. 股份分類 | 普通股 | 股份類別 | H | | 於香港聯交所上市 (註1) | | 是 | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 證券代號 (如上市) | 02359 | 說明 | | | | | | | | | | 法定/註冊股份數目 | | | 面值 | | 法定/註冊股本 | | | 上月底結存 | | | 387,076,150 | RMB | | 1 RMB | | 387,076,150 | | 增加 / 減少 (-) | | | 91,150,340 | | | RMB | | 91,150,340 | | 本月底結存 | | | 478,226,490 | RMB | | 1 RMB | | 478,226,490 | | 2. 股份分類 | 普通股 | 股份類別 | A | | 於香港聯交所上市 (註1) | | 否 | | | --- | --- | --- | --- | --- | -- ...

主力资金净流出的行业有23个，非银金融行业主力资金净流出规模居首，全天净流出资金80.79亿元， 其次是计算机行业，净流出资金为70.10亿元，净流出资金较多的还有电力设备、汽车、国防军工等行 业。 医药生物行业今日上涨2.79%，全天主力资金净流入34.75亿元，该行业所属的个股共474只，今日上涨 的有373只，涨停的有14只；下跌的有98只，跌停的有1只。以资金流向数据进行统计，该行业资金净流 入的个股有216只，其中，净流入资金超亿元的有16只，净流入资金居首的是药明康德，今日净流入资 金10.40亿元，紧随其后的是长春高新、恒瑞医药，净流入资金分别为5.99亿元、5.24亿元。医药生物行 业资金净流出个股中，资金净流出超亿元的有7只，净流出资金居前的有博瑞医药、爱尔眼科、美年健 康，净流出资金分别为2.11亿元、1.86亿元、1.82亿元。（数据宝） 医药生物行业资金流入榜 沪指9月1日上涨0.46%，申万所属行业中，今日上涨的有24个，涨幅居前的行业为通信、综合，涨幅分 别为5.22%、4.27%。医药生物行业今日上涨2.79%。跌幅居前的行业为非银金融、银行，跌幅分别为 1.28%、1.03%。 ...

Group 1 - The CRO concept index increased by 2.88%, ranking 8th among concept sectors, with 56 stocks rising, including Baohua Pharmaceutical, Dezhan Health, and ST Weiming hitting the daily limit [1][2] - Notable gainers in the CRO sector included Yiqiao Shenzhou, Puris, and Baicheng Pharmaceutical, which rose by 10.65%, 8.59%, and 8.46% respectively [1][2] - The sector saw a net inflow of 1.876 billion yuan, with 39 stocks receiving net inflows, and 7 stocks attracting over 50 million yuan [2][3] Group 2 - The leading stock in terms of net inflow was WuXi AppTec, with a net inflow of 1.04 billion yuan, followed by Fosun Pharma, Dezhan Health, and Chengdu Xian Dao with net inflows of 233 million yuan, 126 million yuan, and 93.8 million yuan respectively [2][3] - The highest net inflow ratios were observed in Dezhan Health, ST Weiming, and Baohua Pharmaceutical, with ratios of 26.23%, 17.45%, and 16.34% respectively [3][4] - The trading volume and turnover rates for key stocks in the CRO sector showed significant activity, with WuXi AppTec having a turnover rate of 4.09% and a price increase of 8.02% [3][4]

Group 1 - The CRO concept sector increased by 2.88%, ranking 8th among concept sectors, with 56 stocks rising, including Baohua Pharmaceutical, Dezhan Health, and ST Unimed hitting the daily limit [1] - Notable gainers in the CRO sector included Yiqiao Shenzhou, Puris, and Baicheng Pharmaceutical, which rose by 10.65%, 8.59%, and 8.46% respectively [1] - The sector saw a net inflow of 1.876 billion yuan, with 39 stocks receiving net inflows, and 7 stocks exceeding 50 million yuan in net inflow, led by WuXi AppTec with 1.04 billion yuan [2][3] Group 2 - The top stocks by net inflow ratio included Dezhan Health, ST Unimed, and Baohua Pharmaceutical, with net inflow ratios of 26.23%, 17.45%, and 16.34% respectively [3] - The top stocks in the CRO concept by net inflow included WuXi AppTec, Fosun Pharma, and Dezhan Health, with net inflows of 1.04 billion yuan, 233.4 million yuan, and 126.1 million yuan respectively [3][4] - Stocks with significant declines included Sichuan Shuangma, ST Biology, and Hitec Biotech, which fell by 3.73%, 3.03%, and 2.67% respectively [1][6]

沪指9月1日上涨0.46%，申万所属行业中，今日上涨的有24个，涨幅居前的行业为通信、综合，涨幅分别为5.22%、4.27%。医药生物行业今日上涨2.79%。跌幅居前的行业为非银金融、银行 资金面上看，两市主力资金全天净流出513.00亿元，今日有8个行业主力资金净流入，医药生物行业主力资金净流入规模居首，该行业今日上涨2.79%，全天净流入资金34.75亿元，其次是通信 主力资金净流出的行业有23个，非银金融行业主力资金净流出规模居首，全天净流出资金80.79亿元，其次是计算机行业，净流出资金为70.10亿元，净流出资金较多的还有电力设备、汽车、国 医药生物行业今日上涨2.79%，全天主力资金净流入34.75亿元，该行业所属的个股共474只，今日上涨的有373只，涨停的有14只；下跌的有98只，跌停的有1只。以资金流向数据进行统计， 医药生物行业资金流入榜 医药生物行业资金流出榜 ...

证券之星消息，9月1日医疗服务板块较上一交易日上涨3.84%，盈康生命领涨。当日上证指数报收于 3875.53，上涨0.46%。深证成指报收于12828.95，上涨1.05%。医疗服务板块个股涨跌见下表： 从资金流向上来看，当日医疗服务板块主力资金净流入16.99亿元，游资资金净流出5.66亿元，散户资金 净流出11.34亿元。医疗服务板块个股资金流向见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | | --- | --- | --- | --- | --- | --- | --- | | 300143 | 暦康生命 | 12.00 | 12.78% | 54.46万 | | 6.39亿 | | 600721 | 自花医药 | 9.85 | 10.06% | 56.27万 | | 5.50亿 | | 002173 | 创新医疗 | 25.19 | 10.00% | 127.17万 | | 30.71亿 | | 301257 | 普蔚斯 | 47.28 | 8.59% | 12.70万 | | 5.92亿 | | 301096 | 百诚医药 | 62.45 | 8 ...

9月1日午后，医疗继续向上，CXO巨头药明康德大涨超7%居首，千亿龙头联影医疗大涨超6%，惠泰医 疗、三博脑科等大幅跟涨。 A股最大医疗ETF（512170）迎来重要时刻，午后涨超2%，场内价格上探0．396元，刷新年内新高的 同时，触及去年9·24行情高点！ 场内交投尤为火热，截至发稿，医疗ETF（512170）成交额超10．4亿元，已超上日全天成交额。 从板块机会来看，医疗年内持续修复，医疗ETF（512170）标的指数中证医疗年初至今涨幅超20%，但 相对强势板块安全边际或仍高，且较其自身在2021年创下的历史高点仍有近60%的差距，牛市补涨空间 或巨大。 估值角度，此前连续多年的调整充分消化医疗板块估值，医疗ETF（512170）标的指数中证医疗最新PE 估值约为36倍，仍低于近10年逾60%时间区间，配置性价比相对突出。 A股走牛趋势下，估值合理的低位赛道有望迎来补涨机会，值得重点关注。 把握牛市补涨机遇，仍在低位的医疗板块值得重点关注！配置工具认准A股最大医疗ETF（512170）及 其联接基金（012323）。聚焦"医疗器械（52%）+医疗服务（40%）"，与AI医疗高相关，覆盖6只CXO 龙头 ...

Group 1 - Pharmaceutical stocks in Hong Kong have shown strong performance, with notable gains in companies such as 加科思-B (up 23.18%), 三叶草生物-B (up 22.09%), and others [1] - The overall performance of Hong Kong pharmaceutical companies in the first half of the year has been robust, with 恒瑞医药 achieving record high revenue and profit, and 翰森制药 exceeding revenue expectations [1] - Upcoming major conferences, including the World Lung Cancer Conference (WCLC) and the European Society for Medical Oncology (ESMO), will showcase research results from innovative domestic drugs [1] Group 2 - 海通国际 maintains a positive outlook on Hong Kong pharmaceutical companies due to their stable cash flow, rich R&D pipelines, and normalizing external licensing revenues [2] - The recent slight pullback in the Hong Kong pharmaceutical sector is attributed to rapid fund rotation, with expectations of short-term fluctuations [2] - The long-term value reassessment logic in the pharmaceutical industry remains unchanged, supported by the engineer dividend and a rich catalyst environment in the innovative drug industry [2]

Core Viewpoint - The healthcare sector is showing signs of recovery after a period of adjustment, driven by policy support and technological advancements, with innovative drugs and high-end medical equipment leading the growth [1][4]. Group 1: Market Performance - As of September 1, 2025, the healthcare ETF Taikang (159760) rose by 2.35%, with a trading volume of 2.7428 million yuan [1]. - The index tracking the National Certificate Public Health and Healthcare Index (980016) increased by 2.54%, with significant gains in constituent stocks such as Changchun High-tech (000661) up 10.00%, and Health元 (600380) up 9.98% [1]. - The healthcare industry is experiencing a "first suppressed, then rising" trend, with signs of bottoming out since the second quarter of 2025 [1]. Group 2: Policy and Innovation - The State Council approved the "Biopharmaceutical Full Industry Chain Open Innovation Development Plan" on August 18, 2025, promoting innovation across all stages from approval to production [2]. - The drug regulatory authority is accelerating the establishment of review centers, reducing the approval cycle for innovative drugs and devices to 30 working days, enhancing market entry efficiency [2]. - The shift in procurement policy from "lowest price" to "quality + reasonable price" has alleviated profit pressures on companies [2]. Group 3: Company Performance - Major companies like Heng Rui Medicine reported innovative drug and licensing revenues of 9.561 billion yuan, accounting for 60.66% of total revenue, and secured a $12 billion collaboration with GSK [3]. - Mindray Medical's AI devices saw a 35% increase in installation in overseas high-end markets [3]. - WuXi AppTec's TIDES business revenue surged by 141.6% year-on-year, with a 48.8% increase in orders on hand [3]. Group 4: Future Outlook - The healthcare sector is emerging from a two-year adjustment period, with innovative drugs and high-end equipment leading the charge [4]. - The healthcare ETF (159828) serves as a comprehensive investment tool, allowing investors to capitalize on structural opportunities arising from the industry's recovery [4]. - Upcoming catalysts include overseas licensing progress for innovative drug companies and clinical data disclosures at the World Lung Cancer Conference, which may further bolster market confidence [4].