作者 | 哥吉拉 数据支持 | 勾股大数 据（www.gogudata.com） 5月29日，A股主要指数高开高走，截至收盘，沪指涨0.7%报3363点，深证成指涨1.24%，创业板指涨1.37%。全市场近4500股上涨，逾百 股涨停。 板块方面，金融科技、创新药、互联网、半导体等热门板块表现强势，市场情绪相比近日明显提振。 其中，创新药是涨幅最明显的板块之一，睿智医药、舒泰神、益方生物强势斩获20CM涨停，另有十多家医药股涨幅均超过10%，堪称又一轮 暴涨潮。 | 代码 | 名称 | 现价 | 1 9 mm a lond a rither more an a many 143 1994 (310 1 涨跌幅▼ | 年初至今涨跌幅 | 总市值1 | | --- | --- | --- | --- | --- | --- | | 300149 | 睿智医药 | 8.56 c | 20.06% | 33.33% | 43亿 | | 300204 | 舒泰神 | 23.04 c | 20.00% | 210.93% | 110亿 | | 688382 | 益元生物-U | 29.10 c | 20.00% | 11 ...

创新药、CRO概念活跃，三生国健（688336.SH）涨超12%，阳光诺和（688621.SH）、众生药业（002317.SZ）、泰格医药（300347.SZ）、君实生物 （688180.SH）、荣昌生物（688331.SH）、科兴制药（688136.SH）、凯莱英（002821.SZ）均上涨。 兴业证券认为，创新药板块景气度可持续，"创新+国际化"创新药产业趋势不变，始终是医药板块的核心方向，政策支持+全球竞争力持续加强+商业化盈利 兑现。同时，可关注基本面开始改善的创新药产业链，海外业务方面订单和业绩已开始恢复，国内业务具备自主可控逻辑。 5月29日，三大指数强势反弹，截至收盘，沪指涨0.7%，深成指涨1.24%，创业板涨1.37%，科创50指数涨1.61%，两市超4200只个股上涨，沪深两市今日成 交额约1.19万亿元。 数字货币、软件概念板块强势领涨，其中拉卡拉（300773.SZ）与四方精创（300468.SZ）强势封板，股价狂飙20%；新国都（300130.SZ）劲升超14%，飞天 诚信（300386.SZ）大涨12.84%，神州信息（000555.SZ）更以10%涨幅封死涨停，市场做多热情持续高 ...

光大证券认为，多项国产创新药研究内容入选2025 年ASCO 大会，反映了目前国内医药研发呈蓬勃态 势，在肿瘤治疗领域不断取得新的进展和突破。未来，随着这些新药研发的不断推进，有望进一步提升 国产药物在全球医药市场的竞争力和影响力。 生物疫苗ETF紧密跟踪国证疫苗与生物科技指数，国证疫苗生科指数由业务涉及生物科技产业的50家证 券组成，反映沪深北交易所生物科技产业中优质上市公司的整体表现。 截至2025年5月29日 14:32，国证疫苗与生物科技指数(980015)强势上涨2.39%，成分股昭衍新药(603127) 上涨9.99%，亿帆医药(002019)上涨9.17%，迪哲医药(688192)上涨8.73%，君实生物(688180)，康龙化成 (300759)等个股跟涨。 生物疫苗ETF(159657)上涨2.28%，最新价报0.63元。 当地时间2025 年5 月30 日至6 月3 日，2025 年美国临床肿瘤学会（ASCO）年会将在美国芝加哥举行。 本届ASCO 年会的主题为"知识付诸行动：共建美好未来。 ASCO 年会作为全球规模最大、学术水平最高、最具权威性的临床肿瘤学会议之一，见证了中国肿瘤学 研 ...

（本文机构观点来自持牌证券机构，不构成任何投资建议，亦不代表平台观点，请投资人独立判断和决 策。） 光大证券研报称，多项国产创新药研究内容入选2025年ASCO大会，反映了目前国内医药研发呈蓬勃态 势，在肿瘤治疗领域不断取得新的进展和突破。未来，随着这些新药研发的不断推进，有望进一步提升 国产药物在全球医药市场的竞争力和影响力。 华鑫证券表示，创新药是医药整体行业中少有的增量领域，商业化落地的环境持续向好，叠加部分海外 授权收益，国产创新药正逐步进入自我造血，精益投入的健康新循环。 通过医保的结构调节，未来医 保支出趋势足以保障创新药的支付增量，同时商保与医保协同进入合作的快车道，探索高效的支付通 道，为创新药打开支付价格的天花板。医药行业发展的曙光已初步显现。 今日，创新药板块涨幅居前。ETF方面，生物医药ETF基金（159508）盘中大涨1.90%，昨日资金净流 入超1000万元。成分股中，君实生物-U、迪哲医药-U涨超6%，凯莱英、康龙化成、药明康德等多股跟 涨。与此同时，医药50ETF（512120）盘中大涨1.65%。 消息面来看，据新京报贝壳财经，今年一季度，创新药领域和AI医疗领域表现活跃，相关 ...

Group 1 - The core viewpoint is that the pharmaceutical industry is expected to experience stable growth driven by innovation, policy optimization, and increasing clinical demand due to aging demographics [3] - The National Biopharmaceutical Index (399441) has shown a strong increase of 1.83%, with key stocks like Kylin Pharmaceutical (002821) rising by 5.51% and Zhaoyan New Drug (603127) by 4.66% [1] - The Biopharmaceutical ETF (159839) has seen a cumulative increase of 1.54% over the past two weeks, indicating positive market sentiment [1] Group 2 - Open Source Securities emphasizes that the pharmaceutical sector will benefit from improved drug procurement policies and a favorable external environment, leading to a recovery in the healthcare industry [3] - Citic Securities notes that the pharmaceutical sector achieved its best market returns in the first half of 2025, driven by policy trends and the maturation of pharmaceutical innovation [3] - The current PEG levels for most growth-oriented pharmaceutical companies are below 1, suggesting potential for performance and valuation recovery [3]

港股生物技术板块拉升，药明巨诺(02126.HK)涨11.7%，药明合联(02268.HK)涨7.34%，药明生物 (02269.HK)涨6.85%，君实生物(01877.HK)涨近6%。 ...

5月28日，港股主要指数开盘活跃，医药生物板块高开。热门ETF中，港股创新药ETF（159567）高开 后回落，截至发稿下跌0.77%，成交额快速突破7400万元，换手率超4.5%，开盘后交投持续活跃。 成分股中，君实生物涨超2%，远大医药、绿叶制药、复星医药飘红；权重股信达生物、药明生物、百 济神州等下跌。 港股创新药ETF（159567）紧密跟踪港股通创新药指数（987018），该指数反映港股通生物科技产业上 市公司的运行特征。 （本文机构观点来自持牌证券机构，不构成任何投资建议，亦不代表平台观点，请投资人独立判断和决 策。） 消息面上，据新华社，国产创新药成果集中亮相国际舞台。日前，2025年美国临床肿瘤学会（ASCO） 年会摘要公布。其中，中国专家发言数量再创新高，共有71项原创性研究成果入选口头发言环节， ADC（抗体偶联药物）、双抗和新一代小分子均有优秀临床数据披露。业内人士认为，中国创新药正 以强劲势头站上国际舞台，全球占比将继续提升，在全球生物医药版图中形成"第二极"。 中信证券表示，这些创新药成果的集中亮相，标志着中国药企正快速走向创新研发的国际前列。一部分 创新药在过去没有很好治疗手段的适 ...

Group 1 - Company X plans to purchase servers from multiple suppliers for a total amount not exceeding 4 billion yuan, primarily for providing computing power leasing services [1] - The transaction amount accounts for over 50% of the company's latest audited net assets and total assets, requiring approval from the shareholders' meeting [1] Group 2 - Company Y's stock has hit the limit up for four consecutive trading days, with a cumulative increase of 46.44%, indicating significant market interest in its cultural and creative business [2] - The volatility of the cultural and creative business is substantial, with projected revenues of 88.68 million yuan, 54.17 million yuan, and 184.62 million yuan for the years 2022 to 2024 respectively [2] - The main business remains focused on cigarette labels despite the fluctuations in the cultural and creative sector [2] Group 3 - Company Z's controlling shareholder is planning a change in control, intending to transfer 72.4276 million shares, representing 22.396% of the total share capital, to another investment group [3] - The stock will be suspended from trading starting May 28, 2025, for a period not exceeding two trading days [3] Group 4 - Company A has submitted an application for the issuance and listing of H-shares on the Hong Kong Stock Exchange [4] - The application materials are subject to updates and revisions as per the requirements of the Hong Kong Securities and Futures Commission and the Hong Kong Stock Exchange [4] Group 5 - Company B's wholly-owned subsidiary plans to acquire 100% of the Czech IMI company for approximately 9.425567 million euros, aiming to enhance its global strategy and production layout [5] - The acquisition does not constitute a related party transaction or a major asset restructuring and does not require shareholder approval [5] Group 6 - Company C reported that its production costs and sales have not experienced significant fluctuations, despite its stock price deviating by over 20% in recent trading days [6] - The company confirmed that there are no undisclosed significant matters related to its operations or its controlling shareholders [6] Group 7 - Company D's stock has been trading with high volatility, with a TTM price-to-earnings ratio of 73.68, significantly above the industry median of 31.76 [7] - The company has a trading turnover rate of 19.65% as of May 27 [7] Group 8 - Company E has confirmed that its recent operational conditions and external business environment have not undergone significant changes, despite stock price fluctuations [9] - The company has no undisclosed significant matters or ongoing major plans [9] Group 9 - Company F's actual controller sold 0.26% of the company's shares during a period of stock price volatility, with proceeds partially allocated for land purchases and factory construction [10] - The actual controller may consider further stock purchases based on market conditions [10] Group 10 - Company G announced that a recent certification for its subsidiary's products will not have a direct impact on its revenue or profits [11] - The stock has also experienced significant price fluctuations recently [11] Group 11 - Company H has decided to terminate the restructuring plan for its subsidiaries due to a lack of consensus on transaction terms and changes in market conditions [12] - The decision is expected to have no adverse effects on shareholder interests [12]

SHANGHAI, May 27, 2025 (GLOBE NEWSWIRE) -- Shanghai Junshi Biosciences Co., Ltd (Junshi Biosciences, HKEX: 1877; SSE: 688180), a leading innovation-driven biopharmaceutical company dedicated to the discovery, development, and commercialization of novel therapies, announced that the National Medical Products Administration (the “NMPA”) has approved two supplemental new drug applications for the ongericimab injection (a recombinant humanized anti-PCSK9 monoclonal antibody injection, trade name: JUNSHIDA (君适达® ...

证券代码：688180 证券简称：君实生物 公告编号：临 2025-028 上海君实生物医药科技股份有限公司 自愿披露关于昂戈瑞西单抗注射液 新适应症上市申请获得批准的公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述 或者重大遗漏，并对其内容的真实性、准确性和完整性依法承担法律责任。 近日，上海君实生物医药科技股份有限公司（以下简称"公司"）收到国家 药品监督管理局（以下简称"国家药监局"）核准签发的《药品注册证书》，昂 戈瑞西单抗注射液（重组人源化抗 PCSK9 单克隆抗体注射液，商品名：君适达®） 用于：1）杂合子型家族性高胆固醇血症（以下简称"HeFH"）的成人患者；2） 在他汀类药物不耐受或禁忌使用的患者中，单独或与依折麦布联合用药用于非家 族性高胆固醇血症和混合型血脂异常的成人患者的两项新适应症上市申请获得 批准。昂戈瑞西单抗成为首个获批用于他汀不耐受人群的国产 PCSK9 靶点药物。 由于药品获得上市批准后的商业化容易受到一些不确定性因素的影响，敬请广大 投资者谨慎决策，注意防范投资风险。现将相关情况公告如下： 一、药品基本情况 药品名称：昂戈瑞西单抗注射液 申请事项：药品 ...