2025年7月31日，深圳翰宇药业股份有限公司（300199.SZ）与博瑞生物医药（苏州）股份有限公司 （688166.SH）在苏州正式签署战略合作协议。 翰宇药业深耕多肽药物领域27年，不仅拥有从原料药到制剂的完整一体化平台，更构建了符合美国 FDA、欧盟EMA及中国NMPA标准的国际质量体系，并在全球市场积累了丰富的药品注册申报经验， 在制剂及原料药国际化方面具备显著优势。博瑞医药则专注于代谢与呼吸系统疾病领域的创新药研发， 拥有全球视野，尤其在代谢疾病领域布局了丰富的创新药产品管线。双方企业资源互补、协同创新，将 进一步推动我国多肽药物产业链的高质量国际化发展。 翰宇药业将以已获美国FDA及欧盟EMA GMP认证的多肽原料药生产基地为依托，为博瑞医药的代谢管 线尤其是口服多肽新药提供持续、稳定且符合国际质量标准的原料供应，同时双方将建立长期稳定的战 略合作关系，为博瑞创新药的全球产业化提供支持。 ...

Group 1 - The main focus of the article is on the significant outflow of capital from the top 20 stocks as of July 31, with specific amounts listed for each company [1][2] - The stocks with the highest capital outflow include Baosteel Co., Ltd. (-1.548 billion), Yangtze Power (-1.354 billion), and Dongfang Fortune (-1.140 billion) [1] - Other notable companies experiencing capital outflow are Northern Rare Earth (-1.011 billion), CATL (-0.942 billion), and Kweichow Moutai (-0.771 billion) [1] Group 2 - The article provides a detailed list of companies with their respective capital outflow amounts, indicating a trend of investors pulling back from these stocks [1] - The total outflow from the listed companies reflects a broader market sentiment that may impact future investment strategies [1]

Core Viewpoint - The Chinese innovative pharmaceutical sector is experiencing a significant rebound, with numerous stocks doubling in value and a strong performance from innovative drug companies, indicating a potential for continued growth and investment opportunities [1][2][3]. Group 1: Market Performance - As of July 29, 2023, the pharmaceutical sector has seen 42 stocks double in value this year, with Shuyatain leading at a 560% increase [1]. - Eight stocks, including Saifen Technology and Yipin Hong, have risen over 200%, while over 30 stocks have increased by more than 100% [1]. Group 2: Fund Performance - The surge in the pharmaceutical sector has led to significant gains in several pharmaceutical-themed funds, with many achieving over 100% returns in the past year [2]. - Fund managers believe that innovative drugs are likely to gain traction due to high demand and the upcoming product launches from various A-share and H-share companies [2]. Group 3: Industry Insights - Analysts highlight that the innovative drug sector is entering a golden development phase, supported by short-term performance from research outcomes and long-term benefits from aging populations and health demand upgrades [2]. - The innovative drug sector is seen as the most promising sub-industry within pharmaceuticals, with a clear growth trajectory and investment potential [3]. Group 4: Future Outlook - The innovative drug sector is expected to benefit from a combination of policy support and fundamental growth, leading to a revaluation of the sector [3]. - Analysts recommend continued investment in specific segments such as CRO & CDMO, GLP-1, and unique raw materials, which are anticipated to show strong performance [3].

两融数据显示，该股最新（7月29日）两融余额为18.87亿元，其中，融资余额为18.80亿元，近10日增加 2.83亿元，环比增长17.69%。 公司发布的一季报数据显示，一季度公司共实现营业收入2.49亿元，同比下降26.81%，实现净利润 1295.98万元，同比下降79.77%，基本每股收益为0.0300元，加权平均净资产收益率0.53%。（数据宝） （文章来源：证券时报网） 博瑞医药股价再创历史新高，该股近期呈不断突破新高之势，近一个月累计有10个交易日股价刷新历史 纪录。截至09:40，该股目前上涨2.66%，股价报107.96元，成交216.45万股，成交金额2.30亿元，换手 率0.51%，该股最新A股总市值达456.42亿元，该股A股流通市值456.42亿元。 证券时报·数据宝统计显示，博瑞医药所属的医药生物行业，目前整体涨幅为0.41%，行业内，目前股价 上涨的有294只，涨停的有上海谊众、华康洁净等4只。股价下跌的有188只，跌幅居前的有汉商集团、 华纳药厂、药石科技等，跌幅分别为5.65%、5.47%、5.31%。 ...

以最新收盘价计算，A股平均股价为12.43元，其中股价超过100元的有101只，相比上一个交易日增加4 只。 市场表现方面，收盘股价超百元股中，今日平均上涨1.53%，跑赢沪指1.21个百分点。今日上涨的有72 只，涨幅居前的有天孚通信、芯碁微装等，下跌的有29只，跌幅居前的有惠城环保、泽璟制药等。 追溯发现，最新百元股近一个月平均上涨12.75%，其间沪指上涨5.42%，涨幅居前的有博瑞医药、芯碁 微装、新易盛等，涨幅分别为98.42%、59.85%、57.00%，今年以来平均涨幅为38.44%，强于沪指 30.75%，累计涨幅居前的有胜宏科技、博瑞医药、热景生物等，涨幅分别为351.46%、248.81%、 220.50%。 最新百元股中，以申万一级行业分类，较为集中的行业有电子、医药生物、计算机等，其中，电子行业 有30只股上榜，占百元股总数的比例为29.70%；有16只股来自医药生物行业，占比15.84%；14只股来 自计算机行业，占比13.86%。 所属板块来看，百元股中，主板有25只、创业板有28只、北交所有3只，另有45只来自科创板，占百元 股的比例为44.55%。 机构评级方面，上述股价超百元 ...

金融界7月29日消息，上证指数低开高走，上证养老产业指数 (上证养老，H50043)报7533.04点。 从指数持仓来看，上证养老产业指数十大权重分别为：博瑞医药（4.66%）、科沃斯（3.2%）、新华保 险（2.96%）、恒瑞医药（2.7%）、中国平安（2.64%）、中国太保（2.62%）、南京商旅（2.58%）、 通策医疗（2.55%）、中国中免（2.54%）、石头科技（2.54%）。 从上证养老产业指数持仓的市场板块来看，上海证券交易所占比100.00%。 从上证养老产业指数持仓样本的行业来看，可选消费占比36.84%、医药卫生占比36.08%、主要消费占 比11.40%、金融占比10.76%、通信服务占比4.92%。 资料显示，指数样本每半年调整一次，样本调整实施时间分别为每年6月和12月的第二个星期五的下一 交易日。权重因子随样本定期调整而调整，调整时间与指数样本定期调整实施时间相同。在下一个定期 调整日前，权重因子一般固定不变。特殊情况下将对指数进行临时调整。当样本退市时，将其从指数样 本中剔除。样本公司发生收购、合并、分拆等情形的处理，参照计算与维护细则处理。 数据统计显示，上证养老产业指数近一 ...

Group 1 - The Shanghai Stock Exchange Sci-Tech Innovation Board Biopharmaceutical Index (000683) increased by 0.73% as of July 28, 2025, with notable gains from companies such as Junshi Biosciences (688180) up 3.74% and Zai Lab (688266) up 3.30% [1] - The recent outbreak of Chikungunya fever in Guangdong Province has led to nearly 3,000 new local cases, primarily concentrated in Foshan and Guangzhou, with a cumulative total exceeding 4,800 confirmed cases [1] - The Sci-Tech Biopharmaceutical ETF (588250) rose by 0.82%, with the latest price reported at 1.23 yuan [1] Group 2 - Short-term focus on beneficiaries of the Chikungunya fever outbreak includes the vaccine sector, which may see valuation recovery due to market sentiment stabilizing despite anticipated performance pressure in 2024 [2] - The pharmacy sector is adapting to changes in medical insurance and regulatory environments, with companies like Yao Yi Tang exploring new business models, such as health and beauty products, to enhance profitability [2] - The diagnostics sector may experience renewed demand due to the Chikungunya fever, following the normalization of COVID-19 related demand [2] Group 3 - As of June 30, 2025, the top ten weighted stocks in the Shanghai Stock Exchange Sci-Tech Innovation Board Biopharmaceutical Index accounted for 50.3% of the index, including companies like United Imaging Healthcare (688271) and BeiGene (688235) [3]

Core Viewpoint - The article highlights the strong performance and liquidity of the Science and Technology Innovation (Sci-Tech) Pharmaceutical ETF managed by Harvest, indicating significant growth in both trading volume and fund shares over the past year [2][4]. Group 1: Liquidity and Trading Performance - The Sci-Tech Pharmaceutical ETF by Harvest recorded a turnover rate of 15.19% during trading, with a transaction volume of 30.598 million yuan, reflecting active market participation [2]. - As of July 25, the average daily trading volume over the past week was 46.0799 million yuan, ranking first among comparable funds [2]. - The fund's shares increased by 67.5 million over the past year, also ranking first among comparable funds [2]. Group 2: Fund Performance and Returns - The net value of the Sci-Tech Pharmaceutical ETF increased by 52.17% over the past year, placing it in the top 16.41% among 2,938 index equity funds [2]. - Since its inception, the fund achieved a maximum monthly return of 23.29%, with the longest consecutive monthly gains lasting 5 months and a maximum cumulative increase of 23.50% [2]. - The average return during the months of increase was 7.43% [2]. Group 3: Key Holdings and Market Outlook - As of June 30, 2025, the top ten weighted stocks in the Shanghai Stock Exchange Sci-Tech Innovation Board Biopharmaceutical Index accounted for 50.3% of the index, with leading companies including United Imaging Healthcare, BeiGene, and Huatai Medical [2][4]. - Based on the current fundamentals of the pharmaceutical sector, which has undergone four years of adjustment, the market outlook suggests a positive trend for innovative drugs and the overall pharmaceutical sector [4][5]. - The recommendation is to focus on innovative drugs as the primary investment theme, while also considering sectors like CRO&CDMO and specialty raw materials that are expected to perform well [5].

Investment Rating - The report maintains an "Overweight" rating for the pharmaceutical and biotechnology sector [1] Core Insights - The GLP-1 drug class is expected to generate over $100 billion in sales by 2030, with a focus on companies like Boryung Pharmaceutical, Eddingpharm, and Innovent Biologics [2][4] - The A-share pharmaceutical index has increased by 1.9% this week and 18.8% year-to-date, outperforming the CSI 300 index by 0.2% and 14% respectively [1][12] - Bayer's first-in-class lung cancer drug has been submitted for market approval, while Eddingpharm's drug has also been submitted for a new indication [3] Summary by Sections 1. Market Performance - The A-share medical services and medical devices sectors saw significant price increases of 6.7% and 4.4% respectively, while biopharmaceuticals and traditional Chinese medicine had smaller gains [1][12] - Notable stock performances include Haite Biopharma (+46%), Vibrant Pharmaceuticals (+42%), and Celery Medical (+31%) [1][12] 2. GLP-1 Drug Insights - Semaglutide's global sales reached $7.864 billion in Q1 2025, surpassing Keytruda's $7.205 billion, marking it as the new "king of drugs" [2][17] - WHO plans to release new guidelines for GLP-1 therapies for adult obesity in September 2025, which is expected to boost sales further [2][18] 3. Company Recommendations - Recommended sectors include innovative drugs, research services, and CXO services, with specific companies highlighted for investment [4][12] - Companies to watch include Boryung Pharmaceutical, Eddingpharm, and Innovent Biologics from the GLP-1 perspective, and companies like Kangfang Biologics and Zai Lab from the PD-1/VEGF dual antibody perspective [4][12] 4. R&D Developments - Bayer's BAY 2927088 and Eddingpharm's furmetinib have been submitted for new indications in lung cancer treatment [3] - The report emphasizes the potential of Amylin drugs in combination with GLP-1, with Boryung's BGM1812 and Eddingpharm's ASC30 being key candidates [2][19]

Group 1 - The Shanghai Composite Index decreased by 0.33%, while the Shanghai Elderly Industry Index reported at 7521.21 points [1] - The Shanghai Elderly Industry Index has increased by 8.07% in the past month, 11.86% in the past three months, and 12.60% year-to-date [2] - The index consists of 40 listed companies related to the elderly industry, including health management, leisure tourism, and life insurance, reflecting the overall performance of these companies in the Shanghai market [2] Group 2 - The top ten weighted companies in the Shanghai Elderly Industry Index include: BoRui Pharmaceutical (4.55%), Ecovacs (3.05%), New China Life Insurance (2.83%), China Duty Free Group (2.72%), Tongce Medical (2.64%), Ping An Insurance (2.58%), Nanjing Tourism (2.56%), Huatai Medical (2.51%), China Pacific Insurance (2.51%), and Heng Rui Pharmaceutical (2.5%) [2] - The index is fully composed of companies listed on the Shanghai Stock Exchange, with the following industry distribution: Consumer Discretionary (37.07%), Healthcare (36.05%), Consumer Staples (11.55%), Financials (10.39%), and Communication Services (4.94%) [3] - The index samples are adjusted biannually, with adjustments occurring on the next trading day after the second Friday of June and December [3]