证券之星消息，9月1日化学制药板块较上一交易日上涨3.54%，迈威生物领涨。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%。化学制药板块个股涨跌见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | | --- | --- | --- | --- | --- | --- | --- | | 688062 | 迈威生物 | 57.60 | 20.00% | 26.46万 | | 14.967 | | 300573 | 兴齐眼药 | 77.54 | 14.65% | 38.71万 | | 28.43亿 | | 300584 | 一层层塑 | 63.88 | 12.31% | 18.40万 | | 11.38 Z | | 300723 | 一品红 | 73.63 | 10.91% | 17.86万 | | 12.82亿 | | 600521 | 三角药业 | 26.59 | 10.01% | 108.54万 | | 27.99亿 | | 002422 | 科伦药业 | 40.11 | 10.01% | 40.66万 | | ...

（来源同花顺，以上信息为南都·湾财社AI大数据自动生成） A股9月1日集体上涨，截至收盘，上证指数涨0.46%，深证成指涨1.05%，创业板指大涨2.29%，北证50 跌0.36%。沪深京三市全天成交额27776亿元，较上日缩量525亿元。全市场超3200只个股上涨。板块题 材上，贵金属、有色金属、创新药、CPO、存储芯片板块涨幅居前；保险、机场航运、证券、军工装 备、银行、游戏板块跌幅居前。盘面上，国际金价突破3480美元/盎司，黄金股集体爆发，中金黄金、 湖南黄金、西部黄金多股封板涨停。创新药概念股盘中走高，迈威生物20cm涨停，立方制药、百花医 药等超10股涨停。CPO概念股延续强势，中际旭创、天孚通信、新易盛等多股盘中均创出历史新高。卫 星导航、军工装备板块多股调整，中国卫星、中国卫通、航天宏图跌幅居前。证券板块同样表现落后， 华西证券、东吴证券、东方证券均有所下跌。 ...

【导读】贵金属、创新药引爆行情，迈威生物20cm封板 中国基金报记者 晨曦 大家好！9月的第一个交易日，来一起关注上午的市场行情和最新资讯。 9月1日上午，A股市场反复震荡。截至午间收盘，上证指数涨0.12%，深证成指涨0.11%，创业板指涨 0.55%。 | 3862.65 | 12710.24 WA | 2906.03 | www. | | --- | --- | --- | --- | | 上证指数 +0.12% | 深证成指 +0.11% | 创业板指 +0.55% | | 全市场半日成交额为1.85万亿元，较上日略有缩量，全市场超3100只个股上涨。 成交额方面，寒武纪成交额继续登顶，半日成交额达186亿元；新易盛、中际旭创、东方财富等近期热 门股成交额均超过100亿元。 | 序号 代码 | 名称 | | 现价 涨跌 | 涨跌幅 | 成交额 ▼ | | --- | --- | --- | --- | --- | --- | | 1 | 688256 | 赛武纪-U 1447.98 -44.51 | | -2.98% | 186.07亿 | | 2 | 300502 新易盛 | 373.30 17.1 ...

Market Overview - On September 1, the A-share market experienced fluctuations, with the Shanghai Composite Index rising by 0.12%, the Shenzhen Component Index by 0.11%, and the ChiNext Index by 0.55% [1] - The total trading volume for the market reached 1.85 trillion yuan, slightly lower than the previous day, with over 3,100 stocks rising [1] Key Stocks and Sectors - The top trading stock was Cambrian (688256) with a trading volume of 18.6 billion yuan, followed by Xinyi (300502), Zhongji (300308), and Dongfang Caifu (300059), each exceeding 10 billion yuan in trading volume [1][2] - The precious metals, innovative pharmaceuticals, film and television, tourism, and storage chip sectors saw significant gains, while insurance, military equipment, securities, and airport shipping sectors experienced pullbacks [2] Precious Metals Sector - The precious metals sector surged, with stocks like Haixing (603115), Jintong (601958), and Shengda Resources (000603) hitting the daily limit, while Hunan Gold (002155) and Luoyang Molybdenum (603993) also saw gains [4] - The rise in precious metals is attributed to the recent increase in the U.S. core PCE index, which aligns with expectations for a Federal Reserve rate cut, enhancing the appeal of precious metals as safe-haven assets amid geopolitical risks and trade tensions [4][6] Innovative Pharmaceuticals Sector - The innovative pharmaceutical sector showed strong performance, with Maiwei Bio (688062) hitting the daily limit and other stocks like Baihua Pharmaceutical (600721) and First Pharmaceutical (600833) also experiencing significant gains [7][8] - Maiwei Bio announced the approval of its two biosimilar products in Pakistan, marking a significant milestone as the first biosimilar approved in the country, and has also entered a licensing agreement with Calico Life Sciences for global rights outside Greater China [9] - The recent adjustments in the national medical insurance catalog are expected to increase the attractiveness of innovative drugs, with a focus on new drugs and unique products [9]

【导读】贵金属、创新药引爆行情，迈威生物 20cm 封板 中国基金报记者 晨曦 大家好！ 9 月的第一个交易日，来一起关注上午的市场行情和最新资讯。 9 月 1 日上午， A 股市场反复震荡。截至午间收盘，上证指数涨 0.12% ，深证成指涨 0.11% ，创业板指涨 0.55% 。 | www.bounce 3862.65 | . | was were works 2906.03 | | --- | --- | --- | | 上证指数 +0.12% | 深证成指 +0.11% | 创业板指 +0.55% | 全市场半日成交额为 1.85 万亿元，较上日略有缩量，全市场超 3100 只个股上涨。 成交额方面，寒武纪成交额继续登顶，半日成交额达 186 亿元；新易盛、中际旭创、东方财 富等近期热门股成交额均超过 100 亿元。 | 序号 代码 | 名称 | 现价 涨跌 | 涨跌幅 | 成交额 ▼ | | --- | --- | --- | --- | --- | | = | 688256 寒武纪-U 1447.98 -44.51 | | -2.98% | 186.07亿 | | വ | 300502 新易盛 ...

Market Overview - US and European stock markets experienced a brief rise under the expectation of interest rate cuts by the Federal Reserve, followed by a noticeable stagnation, indicating a range-bound adjustment rather than a head formation [1] - The A-share market remains index-driven, with the number of rising stocks and trading volume failing to keep pace with the upward momentum [1] - Foreign capital continues to have room for increased allocation in the Chinese market, supported by easier overseas liquidity and improving domestic fundamentals [1] Gold Market Insights - Federal Reserve Chairman Jerome Powell indicated rising downside risks in the US job market, suggesting a potential policy shift that could lead to interest rate cuts as early as September [1] - Historical analysis shows that during the last four consecutive rate-cut cycles, gold prices increased by an average of 28%, with a projected 8% rise during the upcoming rate-cut cycle from September to December 2024 [1] - Major financial institutions are bullish on gold prices, with UBS raising its 2026 gold price target to $3,700 per ounce, while Bank of America forecasts a peak of $4,000 per ounce by mid-2026 [3] Sector Performance - The domestic computing power stocks surged, with Data Port hitting the daily limit and several other stocks like Xuanji Information and Huina Technology rising over 5% [4] - Alibaba's recent financial report showed significant growth in capital expenditure and cloud business, with AI-related product revenue achieving triple-digit growth for eight consecutive quarters, leading to a nearly 13% increase in its US stock price [4] - The innovative drug sector saw strong performance, with companies like Maiwei Bio and Baiji Shenzhou hitting historical highs following the announcement of new drug listings by the National Medical Insurance Administration [4] Index Movements - The Shanghai Composite Index opened high and maintained an upward trend, with a focus on whether it can stabilize above 3,880 points [6] - The ChiNext Index opened nearly 2% higher but experienced some pullback, indicating active capital participation and a strong market trend [6] - The China Securities Regulatory Commission expressed a positive outlook on the current market, emphasizing the need to consolidate the recovery momentum and accelerate capital market reforms [6]

行业方面，创新药板块的产品收入和对外授权过去三年来一直保持着较快增长，今年以来大额BD交易 频出，推动创新药行情呈现出向整体板块扩散趋势，医保目录调整将首度纳入商保创新药目录，从半年 报情况来看，创新药板块仍保持收入高增长并不断减亏扭亏。 创新药概念1日盘中走势活跃，截至发稿，迈威生物20%涨停续创新高，一品红、智翔金泰、海辰药业 等涨超10%，康辰药业、长春高新涨停，百济神州涨近9%，药明康德涨逾5%。 中金表示，国内工程师红利、丰富临床资源和支持性政策多边加持下，国产创新药已逐渐从跟随时代走 向FIC、BIC创新。经历几年耕耘，国内品种商业化放量，并有望受益于支付端政策改革，创新药企盈 利能力提升；在研管线数据优异，大额BD持续达成。进入2.0时代的创新药产业已经逐步完成质的提 升。下半年10月中旬围绕ESMO会议前后相关临床数据读出与BD有望带来板块新一轮投资机遇。 此外，2025年以来，商业医疗险相关政策持续推进，有望加速医疗体系支付改革，缓和供需矛盾同时， 加速支持国产创新。近期育儿补贴相关政策的推行有望改善远期人口压力，并一定程度刺激婴幼儿相关 消费。进入下半年，伴随着财政政策的加码，国内医疗设备 ...

科创板个股中，截至发稿上涨的共有363只，涨幅在10%以上的共有8只，除迈威生物-U之外，涨停的还有海正生材、利扬芯片等，下跌的有209只，跌幅较大的有同益中、华光新材、大全能源 资金面上，迈威生物-U上一交易日主力资金净流入1.57亿元，近5日净流入5436.78万元。 融资融券数据显示，该股最新（8月29日）两融余额为6.62亿元，其中，融资余额为6.61亿元，较上一个交易日增加7868.96万元，增幅为13.52%；融券余额为123.02万元，较上一个交易日 8月30日公司发布的半年报数据显示，上半年公司共实现营业收入1.01亿元，同比下降12.43%，实现净利润-5.51亿元，同比下降23.90%。（数据宝） 9月1日盘中科创板股迈威生物-U涨停，截至09:49，股价报57.60元，成交6.82亿元，换手率5.99%，振幅13.73%。 ...

来源：上海证券报·中国证券网 上证报中国证券网讯 9月1日，创新药概念股异动拉升，截至9时49分，迈威生物、百花医药涨停，智翔 金泰涨超10%，百济神州涨超7%，股价创历史新高。 ...

早盘创新药概念再度走强，迈威生物20cm涨停，百济神州涨超7%，双双创历史新高，长春高新、百花 医药涨停，智翔金泰、康辰药业、普蕊斯、我武生物均涨超10%。消息面上，8月28日，国家医保局正 式公布通过2025年医保及商保创新药目录调整初步形式审查药品名单。两份目录均以新药为主，"百万 抗癌药"CAR-T产品、多个"全球首个且唯一"的产品出现在目录当中。 ...