最近三个交易日，19日-21日，君实生物分别获融资买入1.21亿元、0.73亿元、0.79亿元。 8月21日，沪深两融数据显示，君实生物获融资买入额0.79亿元，居两市第358位，当日融资偿还额0.76 亿元，净买入334.43万元。 作者：智投君 融券方面，当日融券卖出0.81万股，净卖出0.63万股。 本文源自：金融界 ...

Core Viewpoint - Junshi Biosciences aims to establish itself as a global innovative pharmaceutical company with a complete industry chain capability from drug discovery to commercialization, focusing on quality and innovation [2][3]. Company Overview - Junshi Biosciences, founded on December 27, 2012, and listed on July 15, 2020, specializes in the research and commercialization of monoclonal antibodies and therapeutic proteins [7]. - The company's main revenue sources include drug sales (84.18%), technology licensing (12.08%), and other income (3.73%) [7]. Product Development - The company has developed a significant product portfolio, including the first domestically approved PD-1 monoclonal antibody, Toripalimab, which has received approval for 11 indications in mainland China and is also approved in multiple countries including the US and EU [2]. - Junshi's Tifcemalimab is the first anti-tumor BTLA monoclonal antibody to enter clinical development, with ongoing Phase III trials and several combination studies with Toripalimab [2]. Vaccine Development - Junshi's subsidiary, JunTuo Biotech, is developing vaccines for monkeypox and Zika, currently in preclinical stages [3]. - The company has partnered with several institutions, including Peking University and the Chinese Academy of Sciences, to develop a recombinant protein vaccine for monkeypox [3]. Financial Performance - For the period from January to March 2025, Junshi Biosciences reported revenue of 5.01 billion yuan, a year-on-year increase of 31.46%, while the net profit attributable to shareholders was -235 million yuan, reflecting a 17.01% year-on-year growth [8]. Market Activity - On August 21, 2023, Junshi's stock rose by 1.18% with a trading volume of 8.11 billion yuan and a market capitalization of 46.571 billion yuan [1].

格隆汇8月21日｜昂利康、九典制药、康泰生物涨超6%，兴齐眼药涨超5%，君实生物、阳光诺和、荣 昌生物涨超3%。 | 代码 | 名称 | 涨幅% ↓ | 总市值 | 年初至今涨幅%。 | | --- | --- | --- | --- | --- | | 002940 | 昂利康 | 6.59 | 106亿 | 301.09 | | 300705 | 九典制药 | 6.39 | 101亿 | 14.43 | | 300601 | 康泰生物 | 6.14 | 210亿 | 10.48 | | 300573 | 兴齐眼药 | 5.71 | 167亿 | 38.45 | | 600200 | *ST苏吴 | 5.49 | 6.82亿 | -89.70 | | 002424 | 贵州百灵 | 4.79 | 88.75亿 | 64.94 | | 430047 | 诺思兰德 | 3.94 | 80.25亿 | 153.77 | | 300147 | ST香雪 | 3.81 | 75.65亿 | 17.09 | | 688180 | 君实生物-し | 3.44 | 476亿 | 69.67 | | 688621 | 阳光诺 ...

Group 1 - The core viewpoint of the news highlights the trading performance and financing activities of Junshi Biosciences, indicating a slight decline in stock price and significant trading volume on August 20 [1] - On August 20, Junshi Biosciences experienced a stock price drop of 1.08%, with a trading volume of 752 million yuan, and a net financing purchase of 7.83 million yuan [1] - As of August 20, the total margin balance for Junshi Biosciences reached 1.253 billion yuan, with a financing balance of 1.243 billion yuan, accounting for 3.62% of the circulating market value, indicating a high level compared to the past year [1] Group 2 - Junshi Biosciences, established on December 27, 2012, focuses on the research and commercialization of monoclonal antibody drugs, with 84.18% of its revenue coming from drug sales [2] - For the first quarter of 2025, Junshi Biosciences reported a revenue of 501 million yuan, representing a year-on-year growth of 31.46%, while the net profit attributable to shareholders was -235 million yuan, showing a year-on-year increase of 17.01% [2] Group 3 - As of March 31, 2025, among the top ten circulating shareholders of Junshi Biosciences, the Huaxia SSE STAR 50 ETF held 30.25 million shares, a decrease of 5.05 million shares from the previous period [3] - The E Fund SSE STAR 50 ETF held 21.58 million shares, down by 869,200 shares compared to the previous period, while Hong Kong Central Clearing Limited increased its holdings to 14.99 million shares, an increase of 1.53 million shares [3]

Market Performance - The monkeypox concept sector declined by 0.86%, ranking among the top losers in the market, with stocks like Fuyuan Pharmaceutical and Chengyi Pharmaceutical hitting the daily limit down [1] - Notable declines were observed in Wanfu Biology, Rejing Biology, and Zhongsheng Pharmaceutical, while 23 stocks within the sector saw price increases, with Toukeng Life, Chuangyuan Technology, and New Industry leading the gains at 7.45%, 3.96%, and 1.86% respectively [1][2] Capital Flow - The monkeypox concept sector experienced a net outflow of 1.624 billion yuan, with 61 stocks facing net outflows, and 11 stocks seeing outflows exceeding 50 million yuan [2] - The stock with the highest net outflow was Hanyu Pharmaceutical, with a net outflow of 212.3 million yuan, followed by Fuyuan Pharmaceutical, Wanfu Biology, and Zhongsheng Pharmaceutical with net outflows of 164.1 million yuan, 126 million yuan, and 120 million yuan respectively [2][3] Top Gainers and Losers - The top gainers in the monkeypox concept sector included Toukeng Life, which saw a net inflow of 24.68 million yuan, and Guoyao Modern with a net inflow of 2.185 million yuan [4] - Conversely, the top losers included Hanyu Pharmaceutical, Fuyuan Pharmaceutical, and Wanfu Biology, which all faced significant capital outflows [2][3]

Group 1 - The Shanghai Stock Exchange Sci-Tech Innovation Board Biopharmaceutical Index decreased by 0.91% as of August 20, 2025, with mixed performance among constituent stocks [1] - Heartbeat Medical led the gains with an increase of 3.13%, while Yuandong Biological experienced the largest decline [1] - The market for the Sci-Tech Medical ETF managed by Harvest saw a turnover rate of 24.05% and a transaction volume of 62.637 million yuan, indicating active trading [3] Group 2 - The latest scale of the Sci-Tech Medical ETF reached 263 million yuan, marking a one-month high and ranking first among comparable funds [3] - The ETF has seen continuous net inflows over the past three days, with a maximum single-day net inflow of 6.157 million yuan, totaling 15.2382 million yuan [3] - The net value of the ETF increased by 56.59% over the past year, with the highest monthly return since inception being 23.29% [3] Group 3 - The total amount of business cooperation for innovative drugs in China is projected to reach 51.9 billion USD in 2024, with a record 1.25 billion USD upfront payment transaction between 3SBio and Pfizer in 2025 [4] - The Chinese innovative drug sector has seen a 25.02% increase year-to-date, ranking fourth among 31 industries, with a current PE ratio of 31.31 times [4] - The National Healthcare Security Administration has introduced a temporary management method for disease-based payment, promoting payment reform in the healthcare sector [4] Group 4 - As of July 31, 2025, the top ten weighted stocks in the Sci-Tech Innovation Board Biopharmaceutical Index accounted for 49.14% of the index, with leading companies including United Imaging and BeiGene [4][6] - The performance of individual stocks varied, with United Imaging down by 0.26% and BeiGene up by 0.95% [6] - Investors without stock accounts can access the Sci-Tech Medical ETF through the Harvest Sci-Tech Medical ETF linked fund [6]

Group 1 - The core viewpoint of the news highlights the recent trading performance of Junshi Biosciences, indicating a decline in stock price and significant trading volume on August 19, with a net financing purchase of 2671.81 million yuan [1] - As of August 19, the total margin balance for Junshi Biosciences reached 12.45 billion yuan, with a financing balance of 12.35 billion yuan, accounting for 3.56% of the circulating market value, which is above the 90th percentile of the past year [1] - The short selling activity on August 19 included a repayment of 2902 shares and a sale of 3400 shares, with a total selling amount of 15.41 million yuan, indicating a high short selling balance of 988.27 million yuan, exceeding the 80th percentile of the past year [1] Group 2 - Junshi Biosciences, established on December 27, 2012, focuses on the research and commercialization of monoclonal antibody drugs and other therapeutic protein drugs, with 84.18% of its revenue coming from drug sales [2] - For the first quarter of 2025, Junshi Biosciences reported a revenue of 5.01 billion yuan, reflecting a year-on-year growth of 31.46%, while the net profit attributable to shareholders was -2.35 billion yuan, showing a year-on-year increase of 17.01% [2] - As of March 31, 2025, the top ten circulating shareholders of Junshi Biosciences included various ETFs, with notable reductions in holdings by some funds, while Hong Kong Central Clearing Limited increased its holdings [3]

Group 1 - The core viewpoint of the news highlights the significant trading activity and financing status of Junshi Biosciences, with a notable 12.05% increase in stock price on August 18, resulting in a transaction volume of 1.45 billion yuan [1] - On August 18, Junshi Biosciences had a financing buy amount of 139 million yuan, with a net financing buy of -6.37 million yuan, indicating a higher level of financing activity compared to the past year [1] - The total financing and securities lending balance for Junshi Biosciences reached 1.218 billion yuan, with the financing balance accounting for 3.35% of the circulating market value, which is above the 80th percentile of the past year [1] Group 2 - Junshi Biosciences, established on December 27, 2012, focuses on the research and commercialization of monoclonal antibody drugs, with 84.18% of its revenue coming from drug sales [2] - For the first quarter of 2025, Junshi Biosciences reported an operating income of 501 million yuan, reflecting a year-on-year growth of 31.46%, while the net profit attributable to shareholders was -235 million yuan, showing a 17.01% increase [2] - As of March 31, 2025, the number of shareholders for Junshi Biosciences was 29,400, with a slight increase of 0.24% compared to the previous period [2] Group 3 - As of March 31, 2025, among the top ten circulating shareholders of Junshi Biosciences, the Huaxia SSE STAR 50 ETF held 30.2534 million shares, a decrease of 5.0506 million shares from the previous period [3] - The E Fund SSE STAR 50 ETF held 21.5833 million shares, down by 869,200 shares compared to the previous period [3] - Hong Kong Central Clearing Limited increased its holdings to 14.9956 million shares, an increase of 1.5278 million shares from the previous period [3]

| 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | --- | --- | --- | --- | --- | --- | | 300841 | 康华生物 | 87.17 | -5.31% | 11.81万 | 10.31亿 | | 002773 | 康弘药业 | 44.40 | -3.48% | 11.20万 | 4.95 Z | | 000518 | *ST四环 | 2.26 | -0.88% | 14.93万 | 3374.66万 | | 600867 | 通化东宝 | 8.38 | -0.71% | 41.66万 | 3.51亿 | | 603590 | 康辰药业 | 56.63 | -0.46% | 6.32万 | 3.61亿 | | 000534 | 万泽股份 | 16.62 | -0.30% | 18.85万 | 3.13亿 | | 688520 | 神州细胞 | 73.00 | -0.27% | 11.67万 | 8.39亿 | | 600211 | 西藏药业 | 46.85 | -0.21% | 13.98万 | 6.55亿 | | 301166 | 优宁 ...

君实生物(01877)再涨超18%，截至发稿，涨13.75%，报36.4港元，成交额8.09亿港元。 本文源自：智通财经网 消息面上，近日，君实生物宣布，国家药品监督管理局已于近日受理公司自主研发的抗PD-1单抗药物 特瑞普利单抗合荣昌生物(09995)自主研发的抗体偶联(ADC)药物维迪西妥单抗用于HER2表达的局部晚 期或转移性尿路上皮癌患者的新适应症上市申请获得受理。据悉，这是特瑞普利单抗在中国内地递交的 第十三项适应症上市申请。 长江证券认为，君实生物是国内最早一批成立的创新药Biotech公司，特瑞普利单抗是中国最早获批的 PD-1单抗。当前时间节点来看，君实生物存量业务迎来销售提速，此外创新资产即将密集进入III期临 床阶段、多个重磅资产亟需价值重估，早研平台和资产储备完备，公司基本面拐点已现。 ...