Group 1 - Junshi Biosciences (01877) experienced a significant stock price increase, rising over 11% at one point, following a previous surge of over 33% on August 5 [1] - As of the report, the stock is up 8.14%, trading at HKD 29.5, with a trading volume of HKD 531 million [1] - The company completed a placement of 41 million new shares on June 20, raising approximately HKD 1.026 billion, with 70% of the funds allocated for innovative drug research and 30% for general corporate purposes [1] Group 2 - Junshi Biosciences plans to use the raised funds for the development of various drug candidates, including PD-1/VEGF bispecific antibodies, EGFR/HER3 ADC, and PD-1/IL-2 fusion proteins [1] - According to a report from Founder Securities, JJS207 has significant business development (BD) potential, as international pharmaceutical companies are interested in PD-1/VEGF products [1] - Open Source Securities noted that by May 2025, only Pfizer and Merck have entered this market segment among multinational corporations, suggesting that other early-stage PD-(L)1/VEGF bispecific antibodies from China may have opportunities for international business development as data matures [1]

Core Viewpoint - The innovative drug concept stocks are experiencing a rebound, with companies such as Northland Pharmaceutical, Lianhuan Pharmaceutical, Lepu Medical, Junshi Biosciences, Jingxin Pharmaceutical, and Guangsheng Pharmaceutical seeing increases of over 5% [1] Group 1 - Northland Pharmaceutical has shown significant growth in stock price [1] - Lianhuan Pharmaceutical is among the companies that have risen over 5% [1] - Lepu Medical has also reported a stock increase exceeding 5% [1] Group 2 - Junshi Biosciences is part of the group of innovative drug stocks that have rebounded [1] - Jingxin Pharmaceutical has experienced a notable rise in its stock value [1] - Guangsheng Pharmaceutical has joined the trend with a stock increase of over 5% [1]

8月7日，精准医疗概念上涨0.62%，今日主力资金流出9350.36万元，概念股23只上涨，23只下跌。 来源：金融界 主力资金净流出居前的分别为千红制药（1.87亿元）、塞力医疗（1.39亿元）、智飞生物（1.34亿 元）、贝达药业（1.04亿元）、君实生物-U（7825.06万元）。 序号代码名称最新价涨跌幅主力净流入主力净占比1000710贝瑞基因15.625.262.07亿元16.92%2300289利 德曼9.7720.021.58亿元14.9%3002022科华生物7.959.961.43亿元28.2%4002030达安基因7.262.986009.70万 元9.23%5301293三博脑科54.595.125730.70万元6.83%6688289圣湘生物22.210.142969.10万元 12.2%7300676华大基因53.481.02843.77万元4.28%8300244迪安诊断16.070.062704.34万元4.64%9300832 新产业55.57-0.232373.09万元5.75%10300642透景生命17.151.841917.71万元7.78% ...

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]

FF301 呈交日期: 2025年8月6日 I. 法定/註冊股本變動 | 1. 股份分類 | 普通股 | 股份類別 | H | | 於香港聯交所上市 (註1) | | 是 | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 證券代號 (如上市) | 01877 | 說明 | | | | | | | | | | 法定/註冊股份數目 | | | 面值 | | 法定/註冊股本 | | | 上月底結存 | | | 260,295,700 | RMB | | 1 RMB | | 260,295,700 | | 增加 / 減少 (-) | | | 0 | | | RMB | | 0 | | 本月底結存 | | | 260,295,700 | RMB | | 1 RMB | | 260,295,700 | | 2. 股份分類 | 普通股 | 股份類別 | A | | 於香港聯交所上市 (註1) | | 否 | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 證券代號 (如上市) | ...

股份發行人及根據《上市規則》第十九B章上市的香港預託證券發行人的證券變動月報表 截至月份: 2025年7月31日 狀態: 新提交 FF301 致：香港交易及結算所有限公司 公司名稱: 上海君實生物醫藥科技股份有限公司 呈交日期: 2025年8月6日 I. 法定/註冊股本變動 | 1. 股份分類 | 普通股 | 股份類別 | H | | 於香港聯交所上市 (註1) | | 是 | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 證券代號 (如上市) | 01877 | 說明 | | | | | | | | | | 法定/註冊股份數目 | | | 面值 | | 法定/註冊股本 | | | 上月底結存 | | | 260,295,700 | RMB | | 1 RMB | | 260,295,700 | | 增加 / 減少 (-) | | | 0 | | | RMB | | 0 | | 本月底結存 | | | 260,295,700 | RMB | | 1 RMB | | 260,295,700 | | 2. 股份分類 | 普通股 | 股份類別 ...

Core Viewpoint - Junshi Biosciences is positioned as a leading innovative pharmaceutical company in China, focusing on the development and commercialization of first-in-class and best-in-class drugs, with a comprehensive industry chain from drug discovery to large-scale production and global clinical research [2][3]. Company Overview - Junshi Biosciences was established on December 27, 2012, and went public on July 15, 2020. The company is headquartered in Shanghai and specializes in the research and commercialization of monoclonal antibody drugs and other therapeutic protein drugs [7]. - The main revenue sources for the company include drug sales (84.18%), technology licensing and royalties (12.08%), and other income (3.73%) [7]. Recent Developments - On October 27, 2023, Junshi Biosciences announced a collaboration with Peking University, the Institute of Microbiology of the Chinese Academy of Sciences, Shanxi Advanced Innovation Research Institute, and Beihang University to jointly develop a monkeypox recombinant protein vaccine [3]. - The company’s subsidiary, JunTuo Biotech, is involved in the development of vaccine-related products, including monkeypox and Zika vaccines, which are currently in the preclinical development stage [3]. Financial Performance - For the period from January to March 2025, Junshi Biosciences reported a revenue of 5.01 billion yuan, representing a year-on-year growth of 31.46%. However, the net profit attributable to the parent company was -2.35 billion yuan, showing a year-on-year increase of 17.01% [8]. Market Activity - On August 6, 2023, Junshi Biosciences' stock rose by 4.61%, with a trading volume of 1.663 billion yuan and a turnover rate of 5.09%, bringing the total market capitalization to 42.382 billion yuan [1].

Group 1 - The Shanghai Stock Exchange Sci-Tech Innovation Board Biopharmaceutical Index increased by 0.85%, with notable stock performances including Boryung Pharmaceutical up by 15.37% and Junshi Biosciences up by 6.49% [1] - The market activity for the Jiashi Sci-Tech Medicine ETF was robust, with a turnover rate of 18.13% and a transaction volume of 42.47 million yuan, leading in comparable funds [3] - As of August 5, the Jiashi Sci-Tech Medicine ETF achieved a net inflow of 11.73 million yuan, totaling 14.69 million yuan over the last five trading days [3] Group 2 - 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 Boryung Pharmaceutical [3][5] - A significant business development deal was announced by Crystal Technology Holdings, with a total order size of approximately 47 billion HKD (5.99 billion USD), marking it as one of the largest BD transactions in China's AI pharmaceutical sector for 2025 [5] - According to research from Everbright Securities, the mid-year reporting period in July may lead to positive changes in the performance of some innovative drug companies, potentially catalyzing a new market trend [6]

本文源自：金融界AI电报 昨日暴涨近34%的君实生物(1877.HK)今日回调，盘中跌12%报28.32港元。 ...

北京商报讯（记者 丁宁）8月6日，创新药概念股再度走强，其中，君实生物（688180）涨超10%，泓 博医药、康弘药业、悦康药业等个股跟涨。 ...