上海君实生物医药科技股份有限公司主要业务是发现、开发和商业化创新疗法，特别是在肿瘤免疫疗 法、自身免疫系统疾病、慢性代谢类疾病、神经系统疾病、感染类疾病等治疗方面。公司拥有卓越的创 新药物发现能力、先进的生物技术研发、全产业链大规模生产技术和极具市场潜力的在研药品组合。 8月6日，君实生物(01877)盘中下跌4.91%，截至09:45，报30.6元/股，成交3.36亿元。 本文源自：金融界 作者：行情君 截至2025年一季报，君实生物营业总收入5.01亿元、净利润-2.35亿元。 ...

Core Viewpoint - Junshi Biosciences-U's stock price has shown an upward trend, reflecting positive market sentiment towards its innovative drug development and commercialization efforts [1] Company Overview - Junshi Biosciences-U's latest stock price is 39.46 yuan, up by 1.80 yuan from the previous trading day, with a trading volume of 196,000 hands and a transaction amount of 755 million yuan [1] - The company specializes in the research and commercialization of innovative drugs, with its core product being the first domestically approved PD-1 monoclonal antibody, Toripalimab injection, which has received approval for 12 indications, 10 of which are included in the national medical insurance catalog [1] - The company has established a diverse research and development system covering monoclonal antibodies, bispecific antibodies, and ADCs, with R&D centers located in the US, Shanghai, and Suzhou [1] Financial Activities - Recently, the company raised over 1 billion Hong Kong dollars through a rights issue, with 70% of the funds allocated for innovative drug research and development, including PD-1/VEGF bispecific antibodies and EGFR/HER3 bispecific ADCs [1] - In the first quarter of 2025, the total number of license-out transactions for innovative drugs in China reached 41, with a total value of 36.929 billion US dollars [1] Market Position - Junshi Biosciences-U has established a global commercialization network covering over 80 countries and regions, utilizing various models such as licensing and joint ventures to advance its international strategy [1] - As of August 5, 2025, the net inflow of main funds into Junshi Biosciences-U was 45.8254 million yuan, accounting for 0.15% of its circulating market value, while the cumulative net outflow over the past five trading days was 126 million yuan, representing 0.42% of its circulating market value [1]

格隆汇8月5日｜港股三大指数延续昨日反弹行情，南下资金净买入港股超220亿港元！截止收盘，恒生 指数涨0.68%，国企指数涨0.65%，恒生科技指数涨0.73%。 另一方面，7月新能源车销量成绩单发布，汽车股涨跌不一，蔚来汽车、零跑汽车、比亚迪股份全天表 现低迷，半导体股午后走低，中芯国际转跌近1%，锂电池股、教育股、石油股少部分走低。(格隆汇) 【免责声明】本文仅代表作者本人观点，与和讯网无关。和讯网站对文中陈述、观点判断保持中立，不对所包含内容 的准确性、可靠性或完整性提供任何明示或暗示的保证。请读者仅作参考，并请自行承担全部责任。邮箱： news_center@staff.hexun.com (责任编辑：宋政 HN002) 盘面上，大型科技股走势分化，其中，快手涨近3%，腾讯涨1.64%，网易涨1.55%，小米、阿里巴巴、 百度、美团仍旧飘绿；生物医药股再度迎来大涨行情，君实生物尾盘快速拉升大幅上涨近34%表现十分 抢眼，康诺亚、复宏汉霖、诺诚健华、药明康德皆走强；纸企龙头发起新一轮涨价潮，纸业股拉升明 显，晨鸣纸业大涨近15%刷新阶段新高；近期行业利好袭来，脑机接口概念股普遍上涨，南京熊猫电子 盘中涨 ...

Market Overview - The Shanghai Composite Index closed at 3602.13 points, with a gain of 0.53% [1] - The total trading volume of A-shares reached 10185.93 billion yuan [1] Technical Analysis - A total of 29 A-shares experienced a death cross between the 5-day and 10-day moving averages today [1] - Notable stocks with significant distance between their 5-day and 10-day moving averages include: - Xiongdi Technology: 5-day MA down by 1.70% from the 10-day MA [1] - Sanwei Xinan: 5-day MA down by 1.11% from the 10-day MA [1] - Jinling Sports: 5-day MA down by 1.10% from the 10-day MA [1] Individual Stock Performance - Xiongdi Technology (300546): Today's change -0.23%, latest price 26.47 yuan, 5-day MA 27.31 yuan, 10-day MA 27.78 yuan [1] - Sanwei Xinan (688489): Today's change -0.80%, latest price 39.85 yuan, 5-day MA 40.62 yuan, 10-day MA 41.08 yuan [1] - Jinling Sports (300651): Today's change +0.89%, latest price 21.48 yuan, 5-day MA 23.82 yuan, 10-day MA 24.09 yuan [1] - Other notable stocks include: - Huanrui Century (000892): Today's change -0.86%, latest price 4.59 yuan [1] - Junshi Biological (688180): Today's change +0.45%, latest price 37.83 yuan [1] - Yihau New Materials (301176): Today's change -1.64%, latest price 30.65 yuan [1] Additional Stock Data - Other stocks with notable performance include: - Guanghe Technology (001389): Today's change -2.81%, latest price 62.20 yuan [1] - Kehua Data (002335): Today's change -2.13%, latest price 41.44 yuan [1] - ST Ruihe (002620): Today's change +0.26%, latest price 3.84 yuan [1] - The performance of these stocks indicates a mixed sentiment in the market, with some stocks showing declines while others remain stable or increase slightly [1][2]

Group 1 - The core viewpoint highlights the strong performance and growth of the Kexin Pharmaceutical ETF managed by Jiashi, with significant trading activity and inflows [2] - As of August 4, the Kexin Pharmaceutical ETF Jiashi has seen a weekly average trading volume of 58.54 million yuan, ranking first among comparable funds [2] - The fund's scale increased by 12.30 million yuan over the past two weeks, also leading among comparable funds [2] - The fund's net asset value has risen by 50.01% over the past year, placing it in the top 15.64% of index equity funds [2] Group 2 - The top ten weighted stocks in the Shanghai Stock Exchange Science and Technology Innovation Board Biopharmaceutical Index account for 49.14% of the index, with leading companies including United Imaging Healthcare and BeiGene [2][4] - The biopharmaceutical industry is expected to stabilize and grow throughout 2025, supported by favorable policies for innovative drug development and medical equipment updates [5] - The transition to the 2.0 era of innovative drugs in China is marked by a qualitative improvement, with domestic new drugs expected to participate deeply in the global market over the next decade [4]

本文源自：金融界 作者：智投君 8月4日，沪深两融数据显示，君实生物获融资买入额0.58亿元，居两市第285位，当日融资偿还额0.65亿 元，净卖出716.91万元。 最近三个交易日，31日-4日，君实生物分别获融资买入0.70亿元、0.68亿元、0.58亿元。 融券方面，当日融券卖出0.58万股，净卖出0.46万股。 ...

作者：公告君 公司回答表示：投资人您好，截至本回复日，公司尚无抗生素相关业务。谢谢您的关注。 本文源自：金融界 金融界8月4日消息，有投资者在互动平台向君实生物提问：贵公司是否涉及抗生素相关业务？如果是， 为何未见在年报和ESG报告中披露抗生素管理相关信息，后续是否有计划在年报及ESG报告中披露具体 的抗生素管理风险与机遇？ ...

天眼查商业履历信息显示，上海君实生物医药科技股份有限公司，成立于2012年，位于上海市，是一家 以从事医药制造业为主的企业。企业注册资本98568.9871万人民币，实缴资本1470万人民币。公司法定 代表人为熊俊。 通过天眼查大数据分析，上海君实生物医药科技股份有限公司共对外投资了41家企业，参与招投标项目 39次，知识产权方面有商标信息151条，专利信息116条，此外企业还拥有行政许可133个。 本文源自：金融界 作者：智投君 金融界消息 截至2025年8月1日收盘，君实生物U（688180）报收于38.08元，下跌0.99%，换手率 1.99%，成交量15.26万手，成交金额5.89亿元。 资金流向方面，今日主力资金净流出2137.84万元，占比成交额3.63%。其中，超大单净流出1682.83万 元、占成交额2.86%，大单净流出455.01万元、占成交额0.77%，中单净流出流入1382.78万元、占成交 额2.35%，小单净流入755.06万元、占成交额1.28%。 君实生物最新一期业绩显示，截至2025一季报，公司营业总收入5.01亿元、同比增长31.46%，归属净利 润23487.62万元，同 ...

爆款、上市、融资、出海，这是今年中国创新药产业的四大关键词。这些动作绝非一朝一夕的博弈，而 是历经过去数年的资本"寒潮"、行业波动和周期冷暖后，自我倒逼、奋力突围、穿越周期的结果。 把镜头拉回上海。去年上海三大先导产业规模达1.8万亿元，其中生物医药产业规模超9800亿元。今 年，这一数字有望突破万亿大关。行业迎来拐点，企业何尝不是。"上海药圈新拐点"系列报道，将独家 专访三家扎根上海的上市药企掌舵人，共同讲述当全球创新药行业进入"中国时间"，作为上海打造生物 医药产业高地的侧影，他们如何腾挪和突破，迎接属于自己的新拐点。 节目第三集，将走进老牌科创板上市药企——君实生物。它是第一个国产PD-1药物的拥有者，也是第 一批带着国产创新药出海的中国公司之一。它曾在三年内，实现了两款抗新冠新药的商业化，目前总市 值约400亿元。在新任总经理邹建军的掌舵之下，这家扎根上海13年的创新药企，今年能否迎来新的发 展拐点，第一财经记者将与之深度对话。 ...

Investment Rating - The report maintains a positive outlook on the pharmaceutical and biotechnology industry, emphasizing the transition from "Made in China" to "Created in China" for innovative drugs [10]. Core Insights - The report highlights that domestic innovative drugs are gaining global competitiveness and are currently in the first and second stages of international expansion, primarily through licensing agreements and partnerships [10][12]. - The report identifies key areas of focus for investment, including PD-(L)1 plus, ADCs, and GLP-1 drugs, which are expected to drive future growth and business development (BD) opportunities [10][51]. Summary by Sections Section 1: Transition from "Manufacturing" to "Innovation" - The policy reforms initiated in 2015 have stimulated a shift from generic to innovative drug development in China, with significant increases in R&D investment since 2018 [19][21]. - The number of First-in-Class (FIC) drugs developed in China has risen from 9 in 2015 to 120 in 2024, indicating a substantial increase in innovation [25][26]. Section 2: Continued BD Opportunities - PD-(L)1 plus is identified as a cornerstone for next-generation cancer treatments, with significant demand and potential for new products [51]. - The report notes that ADCs are transitioning towards more differentiated targets, focusing on unmet clinical needs, with promising candidates like PD-L1, DLL3, and EGFR [51]. - The GLP-1 market is experiencing rapid growth, with a focus on multi-target, oral, combination, and long-acting formulations [51]. Section 3: Investment Recommendations - For PD-(L)1 plus, companies such as Kangfang Biotech, Shansheng Pharmaceutical, and Junshi Biosciences are recommended for investment due to their strong pipelines [5]. - In the ADC space, companies like Fuhong Hanlin and Zai Lab are highlighted for their potential in addressing unmet clinical needs [5]. - In the GLP-1 sector, firms such as Borui Pharmaceutical and Zai Lab are noted for their promising developments [5].