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].

Core Viewpoint - The recombinant protein sector experienced a decline of 1.29% as of the market close on August 7, with several companies within the sector showing significant drops in stock prices [1][2]. Market Performance - The top-performing concept sectors included rare earth permanent magnets (+3.24%), brain-computer interfaces (+2.69%), and hyperbaric oxygen chambers (+2.56%), while the recombinant protein sector was among the worst performers [2]. - Within the recombinant protein sector, companies such as Zhifei Biological, ShenZhou Cell, and Dezheng Health saw the largest outflows of main funds, with net outflows of 1.22 billion, 1.12 billion, and 1.10 billion respectively [2][3]. Fund Flow Analysis - The recombinant protein sector experienced a net outflow of 867 million in main funds today, with 37 stocks seeing outflows, and 10 stocks having outflows exceeding 50 million [2]. - The stocks with the highest net inflows included Borui Pharmaceutical, Rejing Biological, and Marumi Biological, with inflows of 2.33 billion, 16.48 million, and 16.39 million respectively [2][4]. Stock Performance - Notable declines in stock prices within the recombinant protein sector included: - Zhifei Biological: -1.06% - ShenZhou Cell: -4.57% - Dezheng Health: -1.65% - Beida Pharmaceutical: -2.53% - Maiwei Biological: -5.31% [2][3]. - Conversely, stocks that increased in value included: - *ST Suwu: +4.63% - Marumi Biological: +3.55% - Fulejia: +1.17% [1][4].

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]

截至8月6日，市场融资余额合计2.00万亿元，较前一交易日增加90.23亿元，这已经是融资余额连续3个 交易日持续增加，其中，沪市融资余额10132.10亿元，较前一交易日增加37.65亿元；深市融资余额 9757.48亿元，较前一交易日增加51.03亿元；北交所融资余额63.76亿元，较前一交易日增加1.55亿元。 证券时报·数据宝统计显示，具体到个股，8月6日共有2104只股获融资净买入，净买入金额在千万元以 上的有591只，其中20只融资净买入额超亿元。海光信息融资净买入额居首，当日净买入4.79亿元，其 次是博瑞医药、机器人，融资净买入金额分别为2.62亿元、2.48亿元，融资净买入金额居前的还有卧龙 电驱、双林股份、北方稀土等。 分行业统计，获融资客净买入超亿元个股中，汽车、国防军工、电子等行业最为集中，分别有4只、3 只、3只个股上榜。板块分布上，大手笔净买入个股中，主板有11只，创业板有7只，科创板有2只。 融资客大手笔净买入个股中，从最新融资余额占流通市值比例看，算术平均值为4.64%，融资余额占比 最高的是南都电源，该股最新融资余额12.54亿元，占流通市值的比例为8.85%，融资余额占比较 ...