1月9日，A股市场震荡上行，沪指时隔10年重回4100点，A股创新药午后劲爆拉升，截至发稿，20CM创新药新物种——科创创新药ETF汇添富（589120） 涨超3%，反包昨日跌幅！ 科创创新药ETF汇添富（589120）标的指数成分股多数冲高，悦康药业大涨超10%，智翔金泰涨超8%、微芯生物涨超6%，荣昌生物涨超4%，艾力斯、百 利天恒涨超2%，君实生物、百济神州等涨幅居前。 【科创创新药ETF汇添富（589120）标的指数前十大成分股】 | 序号 | 代码 | 名称 | 申万一级行业 | 涨跌幅 | 估自权重 | | --- | --- | --- | --- | --- | --- | | 1 | 688235 | 百济神州-U | 医药生物 | 1.77% | 10.55% | | 2 | 688578 | 艾力斯 | 医药生物 | 2.18% | 9.04% | | 3 | 688506 | 自利天恒 | 医药生物 | 2.84% | 8.82% | | 4 | 688180 | 君实生物-U | 医药生物 | 1.73% | 6.49% | | ਟ | 688266 | 泽璟制药-U | 医药生物 ...

记者丨韩利明 编辑丨陶力 当前我国创新药产业正迎来历史性转折——历经多年在研发、监管、资本与供应链上的厚积薄发，行业 正实现从"快速追随者"向"源头首创者"的进阶跨越。 这背后有着扎实的数据与市场表现支撑：当前中国医药产业规模已位居全球第二，创新药在研数目约占 全球的30%；2025年我国创新药对外授权交易总金额超过1300亿美元，授权交易数量超过150笔，均创 历史新高。中国医药资产在全球范围内性价比与竞争力的提高，正推动行业迈入"创新兑现+全球布 局"的关键阶段。 而在全国生物医药创新版图中，上海浦东创新药海外布局按下"快进键"，成为国内生物医药产业对接全 球市场的核心枢纽。数据显示，2025年，浦东已获批4款CAR-T产品、占全球30%；获批7款1类新药、 占全国14%；BD（商务拓展）交易金额204亿美元、占全球14%。 从"中国新"到"全球新"的每一步跨越，都在见证中国创新药产业从量变积累迈向质变突破的加速时刻。 这一进程离不开成熟完善的产业生态作为坚实后盾，为中国创新药的全球化征程保驾护航。 中国创新药海外"圈粉" 在全球医药市场竞争中，中国创新药正凭借"速度×成本效益"双重优势崭露头角。在确定靶 ...

记者丨韩利明 编辑丨陶力 当前我国创新药产业正迎来历史性转折——历经多年在研发、监管、资本与供应链上的厚积 薄发，行业正实现从"快速追随者"向"源头首创者"的进阶跨越。 这背后有着扎实的数据与市场表现支撑：当前中国医药产业规模已位居全球第二，创新药在 研数目约占全球的30%；2025年我国创新药对外授权交易总金额超过1300亿美元，授权交易 数量超过150笔，均创历史新高。中国医药资产在全球范围内性价比与竞争力的提高，正推动 行业迈入"创新兑现+全球布局"的关键阶段。 而在全国生物医药创新版图中，上海浦东创新药海外布局按下"快进键"，成为国内生物医药 产业对接全球市场的核心枢纽。数据显示，2025年，浦东已获批4款CAR-T产品、占全球 30%；获批7款1类新药、占全国14%；BD（商务拓展）交易金额204亿美元、占全球14%。 从"中国新"到"全球新"的每一步跨越，都在见证中国创新药产业从量变积累迈向质变突破的加 速时刻。这一进程离不开成熟完善的产业生态作为坚实后盾，为中国创新药的全球化征程保 驾护航。 中国创新药海外"圈粉" 在全球医药市场竞争中，中国创新药正凭借"速度×成本效益"双重优势崭露头角。在确定 ...

1月7日，A股市场创新药概念股集体上涨，其中，必贝特-U 20CM涨停，益诺思涨超17%，成都先导涨 超13%，盘龙药业10CM涨停，阳光诺和涨超9%，昭衍新药、前沿生物、迈威生物、益方生物涨超 7%，悦康药业涨超6%。 | 代码 | 名标 | | 涨幅% ↓ | 总市值 | 年初至今涨幅% | | --- | --- | --- | --- | --- | --- | | 688759 | 必贝特-U | 1 | 20.00 | 186亿 | 42.46 | | 688710 | 益裙思 | | 17.14 | 76.11亿 | 22.29 | | 688222 | 成都先导 | 1 | 13.48 | 122亿 | 29.59 | | 002864 | 盘龙药业 | | 10.00 | 37.06亿 | 13.07 | | 688621 | 阳光诺和 | | 9.28 | 81.88 Z | 17.63 | | 603127 | 昭衍新药 | 1 | 7.83 | 311亿 | 18.42 | | 688221 | 前沿生物-l * | | 7.72 | 2665.06 | 33.68 | | 68806 ...

格隆汇1月7日｜A股市场创新药概念股集体上涨，其中，必贝特-U 20CM涨停，益诺思涨超17%，成都 先导涨超13%，盘龙药业10CM涨停，阳光诺和涨超9%，昭衍新药、前沿生物、迈威生物、益方生物涨 超7%，悦康药业涨超6%。 | 代码 | 名标 | | 涨幅% ↓ | 总市值 | 年初至今涨幅% | | --- | --- | --- | --- | --- | --- | | 688759 | 1 必贝特-U | | 20.00 | 186亿 | 42.46 | | 688710 | 益裙思 | | 17.14 | 76.11亿 | 22.29 | | 688222 | 成都先导 | 1 | 13.48 | 122亿 | 29.59 | | 002864 | 盘龙药业 | | 10.00 | 37.06亿 | 13.07 | | 688621 | 阳光诺和 | | 9.28 | 81.88 Z | 17.63 | | 603127 | 昭衍新药 | 1 | 7.83 | 311亿 | 18.42 | | 688221 | 前沿生物-l * | | 7.72 | 2665.06 | 33.68 | | 68 ...

当前我国创新药产业正迎来历史性转折——历经多年在研发、监管、资本与供应链上的厚积薄发，行业 正实现从"快速追随者"向"源头首创者"的进阶跨越。 这背后有着扎实的数据与市场表现支撑：当前中国医药产业规模已位居全球第二，创新药在研数目约占 全球的30%；2025年我国创新药对外授权交易总金额超过1300亿美元，授权交易数量超过150笔，均创 历史新高。中国医药资产在全球范围内性价比与竞争力的提高，正推动行业迈入"创新兑现+全球布 局"的关键阶段。 而在全国生物医药创新版图中，上海浦东创新药海外布局按下"快进键"，成为国内生物医药产业对接全 球市场的核心枢纽。数据显示，2025年，浦东已获批4款CAR-T产品、占全球30%；获批7款1类新药、 占全国14%；BD（商务拓展）交易金额204亿美元、占全球14%。 从"中国新"到"全球新"的每一步跨越，都在见证中国创新药产业从量变积累迈向质变突破的加速时刻。 这一进程离不开成熟完善的产业生态作为坚实后盾，为中国创新药的全球化征程保驾护航。 中国创新药海外"圈粉" 在全球医药市场竞争中，中国创新药正凭借"速度×成本效益"双重优势崭露头角。在确定靶点到申请 IND（新药临床 ...

12月31日，迈威生物宣布其阿达木单抗注射液9MW0113（国内商品名：君迈康®）已获得印度尼西亚 食品药品监督管理局（Badan Pengawas Obat dan Makanan, BPOM）的注册批准。据介绍，9MW0113由 迈威生物和君实生物合作开发，是印尼BPOM批准的首个由中国自主研发的阿达木单抗生物类似药。迈 威生物已就9MW0113在十余个国家签署正式合作协议，并已分别向约旦、秘鲁等多个国家提交了注册 申请文件。 ...

Group 1 - The core viewpoint of the articles highlights the significant interest from brokerages in A-share listed companies, with over 2800 companies receiving brokerage research in 2025, indicating that more than half of the market's listed companies have been under brokerage attention [1][2] - The mechanical equipment, electronics, and pharmaceutical biotechnology sectors are identified as the most favored by brokerages, with over 290 companies in each sector receiving research attention [1][2] - The mechanical equipment sector is particularly noted for investment opportunities in the humanoid robot industry chain, while the electronics sector is advised to focus on new technologies and demands driven by the AI innovation cycle [3][4] Group 2 - Crystal Optoelectronics, a company in the electronics sector, has been the most favored by brokerages, receiving 175 research visits, and is part of a sector that has seen a significant price increase of nearly 42% in 2025 [1][2] - The electronics sector has over 320 companies receiving brokerage research, with notable companies like Huaqin Technology and Luxshare Precision receiving more than 140 research visits each [2] - The pharmaceutical biotechnology sector has 296 companies under brokerage research, with a cumulative increase of only 12.44% in 2025, indicating a relative underperformance compared to other sectors [3][4] Group 3 - Investment opportunities in the humanoid robot sector are expected to grow, with a focus on companies entering the Tesla supply chain and those involved in core supply chain and standardization [3] - The electronics sector is anticipated to benefit from the AI-driven demand for high-performance storage and semiconductor testing equipment, suggesting a favorable outlook for related companies [4] - The pharmaceutical sector is expected to continue focusing on innovative drug companies, supported by favorable policies and increasing international market presence, which will attract more investor attention [4]

Group 1 - The core investment theme for the pharmaceutical sector in 2026 is the innovation drug industry chain, with a clear trend towards international business development and accelerated commercialization of domestic products [2][3]. - The CXO sector is experiencing continuous improvement in performance and orders, supported by favorable financing conditions that benefit the industry's upward trajectory [3]. - The medical device sector is focusing on two main lines: international expansion and innovation [3]. Group 2 - The latest trends in medical insurance show a decline in total expenditure for the first ten months of 2025, amounting to 1,903.6 billion yuan, a year-on-year decrease of 1% [5][7]. - The total income of the medical insurance fund for the same period reached 2,352 billion yuan, with a year-on-year growth of 2%, indicating a slowdown in income growth [7][11]. - The number of medical insurance beneficiaries and hospitalization cases continues to grow, with 6.07 billion total beneficiaries in 2024, a year-on-year increase of 18% [11]. Group 3 - The average medical insurance cost per visit decreased in 2024, with the average cost for employees at 629 yuan (down 10%) and for residents at 351 yuan (down 12%) [15]. - The average hospitalization cost also saw a decline, with employees averaging 11,707 yuan (down 3.8%) and residents at 7,408 yuan (down 3.5%) [15]. Group 4 - The Chinese pharmaceutical industry is witnessing a significant increase in license-out transactions, with over 100 deals completed in 2025, totaling more than 110 billion USD [21][32]. - The number of license-out transactions involving upfront payments exceeding 100 million USD has also risen, indicating a growing interest from global pharmaceutical companies in Chinese innovations [21][32]. - The ADC (Antibody-Drug Conjugate) market is expanding rapidly, with a projected market size exceeding 16 billion USD in 2025, driven by several successful product launches [38]. Group 5 - The Chinese government is actively supporting the innovation drug sector through various policies aimed at enhancing accessibility and encouraging high-quality innovation [16][18]. - The proportion of medical insurance spending on innovative drugs is steadily increasing, with 149 innovative drugs included in the insurance coverage over the past seven years [90][94]. - The average price reduction for innovative drugs during negotiations with the national medical insurance has been around 60%, with some drugs seeing reductions as high as 94% [88][94].

证券代码：688062 证券简称：迈威生物 公告编号：2025-079 会议采取现场投票和网络投票相结合的表决方式，表决程序符合《中华人民共和国公司法》和《迈威 （上海）生物科技股份有限公司章程》的规定。会议由公司董事会召集，董事长刘大涛先生主持会议。 （五）公司董事、监事和董事会秘书的出席情况 重要内容提示： ● 本次会议是否有被否决议案：无 一、会议召开和出席情况 （三）出席会议的普通股股东、特别表决权股东、恢复表决权的优先股股东及其持有表决权数量的情 况： ■ （四）表决方式是否符合《公司法》及公司章程的规定，大会主持情况等。 迈威（上海）生物科技股份有限公司 2025年第三次临时股东大会决议公告 本公司董事会及全体董事保证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。 1、公司在任董事9人，出席9人； 2、公司在任监事3人，出席3人； 3、董事会秘书胡会国先生出席本次会议；高级管理人员和见证律师列席本次会议。 二、议案审议情况 （一）非累积投票议案 1、议案名称：《关于取消监事会、修订〈公司章程〉及相关议事规则的议案》 审议结果：通过 表决情 ...