8月8日，博瑞医药大宗交易成交1.84万股，成交额211.29万元，占当日总成交额的0.15%，成交价114.83元，较市场收盘价114.83元持平。 | 交易日期 | 证券简称 | 证券代码 | 成交价(元) 成交金额(万元) 成交量( * ) 买入营业部 | | | | 卖出营业部 | | --- | --- | --- | --- | --- | --- | --- | --- | | 2025-08-08 | 博瑞医药 | 688166 | 114.83 211.29 | 1.84 | 中国中金财富证券 | 中国国际金融股份 | | | | | | | | 有限公司福州五四 | 有限公司北京建国 | | | | | | | | 路证券营业部 | 门外大街证券营业 | | ...

Market Overview - On August 8, the chemical pharmaceutical sector rose by 0.24% compared to the previous trading day, with Lianhuan Pharmaceutical leading the gains [1] - The Shanghai Composite Index closed at 3635.13, down 0.12%, while the Shenzhen Component Index closed at 11128.67, down 0.26% [1] Stock Performance - Notable declines in individual stocks include: - Shanghai Yizhong: closed at 72.23, down 5.42% with a trading volume of 80,000 shares and a turnover of 573 million yuan - Yifang Bio: closed at 39.80, down 5.37% with a trading volume of 203,000 shares and a turnover of 818 million yuan - Qianhong Pharmaceutical: closed at 10.19, down 4.77% with a trading volume of 1,197,800 shares and a turnover of 1.23 billion yuan [1] Capital Flow Analysis - The chemical pharmaceutical sector experienced a net outflow of 230 million yuan from institutional investors and a net outflow of 93.16 million yuan from retail investors, while retail investors saw a net inflow of 323 million yuan [1] - Key stocks with significant capital flow include: - Meinuohua: net inflow of 236 million yuan from institutional investors, with a 18.01% share - Lianhuan Pharmaceutical: net inflow of 197 million yuan from institutional investors, with a 13.40% share [2] - Other notable stocks include Han Yu Pharmaceutical and Bo Rui Pharmaceutical, with net inflows of 171 million yuan and 131 million yuan from institutional investors, respectively [2]

作者：金股通 本文源自：金融界 沪深两市数据显示，8月7日，融资净买入前十的股票分别为：寒武纪（5.33亿元）、北方稀土（4.07亿 元）、硕贝德（2.95亿元）、东山精密（2.57亿元）、太辰光（2.02亿元）、东方财富（2.01亿元）、博 瑞医药（1.90亿元）、西部证券（1.81亿元）、盛和资源（1.80亿元）、东信和平（1.69亿元）。 ...

Wind统计显示，8月7日，申万31个一级行业中有19个行业获融资净买入，其中，电子行业获融资净买 入额居首，当日净买入18.13亿元；获融资净买入居前的行业还有有色金属、国防军工、机械设备、化 工、计算机、非银金融等，净买入金额分别为14.76亿元、10.82亿元、9.12亿元、7.46亿元、6.03亿元、 5.75亿元。 个股方面，8月7日有1861只个股获融资净买入，净买入金额在3000万元以上的有170股。其中，20股获 融资净买入额超1亿元。寒武纪获融资净买入额居首，净买入5.33亿元；融资净买入金额居前的还有北 方稀土、硕贝德、东山精密、太辰光、东方财富、博瑞医药、西部证券、盛和资源等，净买入额分别为 4.07亿元、2.95亿元、2.57亿元、2.02亿元、2.01亿元、1.9亿元、1.81亿元、1.8亿元。 ...

两融数据显示，该股最新融资余额为21.96亿元，近5日增加4.17亿元，增幅为23.40%。（数据宝） 8月7日博瑞医药大宗交易一览 | 成交量（万 | 成交金额（万 | 成交价格 | 相对当日收盘折溢价 | 买方营 | 卖方营业部 | | --- | --- | --- | --- | --- | --- | | 股） | 元） | （元） | （%） | 业部 | | | 10.00 | 967.50 | 96.75 | -10.00 | 机构专 | 国投证券股份有限公司江 | | | | | | 用 | 苏分公司 | （文章来源：证券时报网） 博瑞医药8月7日大宗交易平台出现一笔成交，成交量10.00万股，成交金额967.50万元，大宗交易成交价 为96.75元，相对今日收盘价折价10.00%。该笔交易的买方营业部为机构专用，卖方营业部为国投证券 股份有限公司江苏分公司。 进一步统计，近3个月内该股累计发生15笔大宗交易，合计成交金额为1.54亿元。 证券时报·数据宝统计显示，博瑞医药今日收盘价为107.50元，下跌5.70%，日换手率为3.89%，成交额 为17.82亿元，全天主力资金净流入2.33亿 ...

Core Viewpoint - The innovative pharmaceutical company, Borui Pharmaceutical, has seen its stock price double since July, following a collaboration with China Resources Sanjiu on the development and commercialization of its GLP-1 product, BGM0504, which could yield up to 282 million yuan in milestone payments [2][3][4]. Investment Highlights - Borui Pharmaceutical has reached a collaboration agreement with China Resources Sanjiu for the GLP-1 project, with potential milestone payments of up to 282 million yuan [4]. - The company has signed a strategic cooperation agreement with Hanyu Pharmaceutical to plan for commercial production capacity [8]. - Borui is advancing its pipeline in the Amylin space, with ongoing IND application submissions for BGM1812 in both China and the U.S. [9][10]. Company Overview - Borui Pharmaceutical (688166.SH) is engaged in the research and production of high-tech pharmaceutical intermediates, active pharmaceutical ingredients, and formulations, focusing on antiviral, antifungal, immunosuppressive, respiratory, and anti-tumor products [2][4]. Market Performance - Since July, Borui's stock price has increased by 100.15%, reaching 107.5 yuan per share, with a total market capitalization of 45.4 billion yuan as of August 7 [3]. Clinical Data and Product Potential - BGM0504 injection, a dual GLP-1 and GIP receptor agonist, has shown promising results in Phase II clinical trials, with significant weight loss observed in various dosage groups [4][5]. - The clinical trial data indicates that at the 24-week mark, the percentage of participants achieving weight loss of ≥5% was 87%, 93%, and 100% for the 5mg, 10mg, and 15mg groups, respectively [4]. Strategic Collaborations - The collaboration with China Resources Sanjiu is primarily for sales promotion rather than the transfer of R&D pipeline rights, allowing Borui to leverage Sanjiu's strong OTC channels to enhance sales [6]. - Hanyu Pharmaceutical will provide stable and compliant raw material supply for Borui's metabolic pipeline, supporting the global industrialization of Borui's innovative drugs [8]. Future Outlook - Borui's BGM0504 is expected to be approved for market entry in China by 2027, given the ongoing clinical trials and the large market potential for diabetes and weight loss medications [8]. - The company is also advancing its Amylin product, BGM1812, which has shown potential in preclinical studies and is expected to complement GLP-1 therapies [10].

| 300723 | 一品红 | -1.57 | 1.53 | -3283.59 | | --- | --- | --- | --- | --- | | 600812 | 华北制药 | -1.79 | 1.56 | -3211.05 | | 603707 | 健友股份 | -1.57 | 1.13 | -3199.60 | | 000513 | 丽珠集团 | -1.18 | 1.89 | -2646.84 | | 688266 | 泽璟制药 | -1.79 | 1.22 | -2023.83 | | 688687 | 凯因科技 | -1.23 | 5.23 | -1814.98 | | 688238 | 和元生物 | -2.26 | 2.31 | -1499.70 | | 002007 | 华兰生物 | -0.66 | 0.83 | -1452.56 | | 600645 | 中源协和 | -2.15 | 2.61 | -1354.50 | | 600223 | 福瑞达 | -0.35 | 1.25 | -1245.76 | | 688136 | 科兴制药 | -2.66 | 3.70 | -788.30 | ...

沪指8月7日上涨0.16%，申万所属行业中，今日上涨的有18个，涨幅居前的行业为有色金属、美容护 理，涨幅分别为1.20%、0.99%。跌幅居前的行业为医药生物、电力设备，跌幅分别为0.92%、0.74%。 医药生物行业位居今日跌幅榜首位。 | 代码 | 简称 | 今日涨跌幅（%） | 今日换手率（%） | 主力资金流量（万元） | | --- | --- | --- | --- | --- | | 688166 | 博瑞医药 | -5.70 | 3.89 | 23275.85 | | 002173 | 创新医疗 | 10.01 | 30.10 | 22618.18 | | 000710 | 贝瑞基因 | 5.26 | 23.64 | 20015.67 | | 300289 | 利德曼 | 20.02 | 21.71 | 17141.65 | | 002022 | 科华生物 | 9.96 | 12.63 | 15290.70 | | 300981 | 中红医疗 | 19.99 | 8.06 | 11833.89 | | 300760 | 迈瑞医疗 | 1.09 | 0.60 | 11395.45 | | 00 ...

截至8月7日收盘，仿制药一致性评价概念下跌1.34%，位居概念板块跌幅榜前列，板块内，千红制药跌 停，华海药业、亚太药业、联环药业等跌幅居前，股价上涨的有18只，涨幅居前的有润都股份、海辰药 业、*ST苏吴等，分别上涨9.98%、7.22%、4.63%。 今日涨跌幅居前的概念板块 | 概念 | 今日涨跌幅（%） | 概念 | 今日涨跌幅（%） | | --- | --- | --- | --- | | 稀土永磁 | 3.24 | 减肥药 | -1.70 | | 脑机接口 | 2.69 | CRO概念 | -1.66 | | 高压氧舱 | 2.56 | 创新药 | -1.41 | | 太赫兹 | 1.65 | 仿制药一致性评价 | -1.34 | | 血氧仪 | 1.62 | 重组蛋白 | -1.29 | | 存储芯片 | 1.40 | 中船系 | -1.28 | | MCU芯片 | 1.18 | 阿尔茨海默概念 | -1.18 | | 无线耳机 | 1.08 | 特钢概念 | -1.02 | | 汽车芯片 | 1.02 | 细胞免疫治疗 | -1.02 | | DRG/DIP | 1.00 | PET铜箔 | ...

Group 1 - The Shanghai Stock Exchange Sci-Tech Innovation Board Biopharmaceutical Index decreased by 1.69% as of August 7, 2025, with mixed performance among constituent stocks [1] - Huada Zhizao led the gains with an increase of 4.42%, while Yuyuan Pharmaceutical and others experienced declines [1][5] - The market for the Sci-Tech Innovation Medical ETF managed by Harvest saw a turnover of 27.9% and a transaction volume of 65.88 million yuan, indicating active trading [3] Group 2 - As of August 6, 2025, the Sci-Tech Innovation Medical ETF reached a new high in scale at 237 million yuan, ranking first among comparable funds [3] - The ETF saw a net inflow of 2.96 million yuan recently, with a total of 17.65 million yuan accumulated over the last five trading days [3] - The ETF's net value increased by 49.39% over the past year, with the highest monthly return recorded at 23.29% since its inception [3] Group 3 - The top ten weighted stocks in the Sci-Tech Innovation Board Biopharmaceutical Index accounted for 49.14% of the index, with leading stocks including United Imaging Healthcare and BeiGene [3] - Minsheng Securities believes that domestic medical insurance policy support and overseas value recognition will sustain the ongoing trend of Chinese innovative drugs [5] - China has become a core procurement area for global trading, with traditional pharmaceutical companies accelerating their innovation and international expansion [5]