Group 1 - The Hang Seng Index rose by 0.68% while the Hang Seng Tech Index fell by 0.24% [1] - Heng Rui Medicine saw a significant increase of over 24% [1] - CanSino Biologics increased by over 10% [1] Group 2 - Ningde Times and Dongfang Zhenxuan both rose by over 6% [1] - Ganfeng Lithium experienced a decline of over 6% [1] - Mixue Group fell by nearly 5% [1]

格隆汇7月24日｜病毒防治股午后进一步拉升，其中，智飞生物涨超16%，沃森生物涨超13%，振东制 药、万孚生物涨超10%，达安基因10CM涨停，康泰生物、康希诺、百克生物、泰林生物、博拓生物等 跟涨。 | 代码 | 名称 | | 涨幅% ↓ | 总市值 | 年初至今涨幅%。 | | --- | --- | --- | --- | --- | --- | | 300122 | 智飞生物 | 1 | 16.86 | 577亿 | -8.29 | | 300142 | 沃森生物 | や | 13.39 | 210亿 | 8.80 | | 300158 | 振东制药 | 1 | 10.70 | 65.55亿 | 50.93 | | 300482 | 万孚生物 | 1 | 10.37 | 120亿 | 13.25 | | 002030 | 达安基因 | -06- | 9.95 | 101亿 | 26.41 | | 000955 | 欣龙控股 | → | 9.92 | 30.42 Z | 36.47 | | 300601 | 康泰生物 | | 8.67 | 197亿 | 3.73 | | 688185 | 康希诺 | + ...

港股康希诺生物(06185.HK)异动拉升，现涨超12%，成交额超1.5亿港元。 ...

Policy Developments - Shanghai is advancing the standardization research of medical accompaniment services, with a project led by East China Hospital identified as a key research topic for 2024, focusing on service institutions, personnel requirements, service processes, and quality evaluation [2] Drug and Device Approvals - Maike Bio has received a medical device registration certificate for its coagulation factor activity measurement kits, valid from July 8, 2025, to July 7, 2030, aimed at monitoring treatments for coagulation factor deficiencies [3] - Kewang Pharmaceutical's vitamin K1 drops have received a registration acceptance notice from the National Medical Products Administration, intended to prevent vitamin K deficiency bleeding in infants [4] - CanSino has been approved for clinical trials of its trivalent poliovirus vaccine, which is being developed using protein structure design and VLP assembly technology, currently undergoing I/II phase trials in Indonesia [5] Financial Reports - Johnson & Johnson reported Q2 revenue of $23.74 billion, a 5.8% increase year-over-year, exceeding market expectations, with projected annual sales between $93.2 billion and $93.6 billion [6] Capital Markets - Tuoxin Pharmaceutical plans to invest 10 million yuan in Jiangsu Jinsan Biotechnology Co., acquiring a 1.75% stake, with Jinsan successfully producing high-purity ergothioneine for various products [7] - Tsinghua Unigroup's stock auction resulted in the sale of 58.607 million shares, potentially leading to a change in control of the company, with the shares sold at an average price significantly above the latest closing price [8] Industry Events - China National Pharmaceutical Group responded to rumors regarding the "return" of a licensing agreement with Merck for a PD-1/VEGF bispecific antibody, stating that the collaboration is progressing normally and a milestone payment of $300 million is expected upon completion of technology transfer by 2025 [9] Public Sentiment Alerts - A senior executive of Astellas Pharma in China was sentenced to three and a half years in prison for espionage, highlighting potential risks in the pharmaceutical industry [10] Stock Market Alerts - ST Weiming's stock has been placed under risk warning due to a significant price drop and expected losses of 55 million to 85 million yuan for the first half of 2025, leading to a change in its trading name and restrictions on price fluctuations [11]

Group 1 - Tiande Yu achieved a net profit of 1.52 billion yuan in the first half of 2025, a year-on-year increase of 50.89% [1] - Tiande Yu's operating income for the same period was 12.08 billion yuan, reflecting a growth of 43.35% year-on-year [1] - Fule New Materials plans to reduce its shareholding by up to 1.33%, amounting to 376.25 million shares, due to personal funding needs [1] - Jindi Co. signed an industrial project investment contract with a total investment of no less than 1.5 billion yuan [1] Group 2 - Tuo Xin Pharmaceutical intends to invest 10 million yuan in Jiangsu Jinsan Biotechnology, acquiring a 1.75% stake [1] - Pinming Technology expects a net profit of 28 million to 34 million yuan for the first half of 2025, a year-on-year increase of 231.79% to 302.89% [4] - Shuanglin Co. anticipates a net profit of 251 million to 310 million yuan, representing a growth of 1% to 25% year-on-year [7] Group 3 - Kangxino received approval for clinical trials of its trivalent poliovirus vaccine [8] - Bailian Co. signed a land storage compensation contract worth approximately 2 billion yuan [9] - Wukuang Development plans to issue short-term financing bonds and medium-term notes totaling up to 2 billion yuan each [10] Group 4 - Hengxin Life intends to invest 10 million yuan in a targeted equity investment [12] - Hengyin Technology expects a net profit of 13.5 million to 16.2 million yuan, marking a turnaround from losses [14] - *ST Jinglun anticipates a net loss of 19 million to 22 million yuan for the first half of 2025 [15] Group 5 - Baiyun Electric won a bid for a State Grid project worth 164 million yuan [16] - Zhejiang Energy completed a power generation of 788.48 billion kWh in the first half of 2025, a year-on-year increase of 4.48% [17] - Sheneng Co. reported a power generation of 259.51 billion kWh, a decrease of 1.7% year-on-year [19] Group 6 - Hengerd signed a strategic cooperation framework agreement with Tiangong International [21] - Baotai's application for the listing of Golimumab injection has been accepted by the FDA [23] - Yishitong received a government subsidy of 2 million yuan [24] Group 7 - Jinggong Steel signed a contract worth approximately 550 million yuan for the Jeddah Stadium project in Saudi Arabia [26] - Zhongwang Software received a government subsidy of 28 million yuan [27] - Rongxin Culture used idle funds of 100 million yuan to purchase financial products [29] Group 8 - Lingxiao Pump Industry invested 80 million yuan in financial products [31] - China Pacific Insurance reported a total original insurance premium income of 282 billion yuan from its subsidiaries [32] - Kema Technology expects a net profit of 165 million to 175 million yuan, a year-on-year increase of 18.59% to 25.77% [32] Group 9 - Qujiang Cultural Tourism anticipates a net loss of approximately 13 million to 16.9 million yuan [32] - Daoshi Technology expects a net profit of 220 million to 238 million yuan, a year-on-year increase of 98.77% to 115.03% [32] - Baicheng Medicine forecasts a net profit decline of 95.53% to 100% [33] Group 10 - Bertley plans to invest 198 million yuan to establish a partnership for investments in emerging fields [34] - China Merchants Highway announced the resignation of its chairman due to reaching retirement age [35] - Overseas Chinese Town A reported a 29% decrease in contract sales amount in June [36]

康希诺生物股份公司（以下简称"公司"）于近日收到国家药品监督管理局 核准签发的关于重组三价脊髓灰质炎疫苗（Sf-RVN细胞）（以下简称"重组脊 髓灰质炎疫苗"）的《药物临床试验批准通知书》。具体情况如下： 证券代码：688185 证券简称：康希诺 公告编号：2025-018 康希诺生物股份公司 关于重组三价脊髓灰质炎疫苗（Sf-RVN细胞）获得 药物临床试验批准通知书的公告 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。 一、通知书基本情况 产品名称：重组三价脊髓灰质炎疫苗（Sf-RVN 细胞） 注册分类：预防用生物制品 1.2 类 申请事项：境内生产药品注册临床试验 申请人：康希诺生物股份公司、康希诺（上海）生物科技有限公司 通知书编号：2025LP01807 审批结论：根据《中华人民共和国药品管理法》《中华人民共和国疫苗管理 法》及有关规定，经审查，重组脊髓灰质炎疫苗符合药品注册的有关要求，同意 开展预防由脊髓灰质炎 I 型、II 型和 III 型病毒感染导致的脊髓灰质炎的临床试 验。 二、产品相关情况 公司的重组脊髓 ...

Core Viewpoint - CanSino Biologics has received approval from the National Medical Products Administration for the clinical trial of its trivalent inactivated poliovirus vaccine (Sf-RVN cells), indicating progress in vaccine development and potential market entry [1] Group 1: Company Developments - CanSino Biologics announced the receipt of the clinical trial approval notice for its trivalent inactivated poliovirus vaccine [1] - The vaccine is developed using protein structure design and VLP assembly technology, ensuring it does not contain viral genetic material, which contributes to its safety and immunogenicity [1] - The vaccine is currently undergoing Phase I/II clinical trials in Indonesia [1] Group 2: Regulatory and Clinical Trial Information - The approval from the National Medical Products Administration allows CanSino to proceed with clinical trials in accordance with national drug registration regulations and requirements [1]

Core Viewpoint - The A-share rare earth permanent magnet sector experienced a decline at the beginning of trading, with Huaxin Environmental Protection falling over 7%, and other companies such as Jingyuntong, Wolong New Energy, Ningbo Yunsheng, and Jintian Co., Ltd. also experiencing declines [1] Group 1 - The A-share market for rare earth permanent magnets is showing signs of a downturn [1] - Huaxin Environmental Protection's stock dropped more than 7% [1] - Other companies in the sector, including Jingyuntong, Wolong New Energy, Ningbo Yunsheng, and Jintian Co., Ltd., followed suit with declines [1]

Group 1 - The A-share rare earth permanent magnet sector is experiencing active bidding, with companies such as Wolong New Energy and Jingyuntong hitting the daily limit up [1] - Other companies like Sanchuan Wisdom, Huahong Technology, Baogang Co., and Jintian Co. also opened high, rising over 5% [1]

Group 1 - The core viewpoint highlights the significant growth and performance of the Kexin Pharmaceutical ETF managed by Jiashi, with a notable increase in trading volume and fund size [2] - As of July 9, the Kexin Pharmaceutical ETF achieved a daily average trading volume of 34.95 million yuan over the past month, ranking first among comparable funds [2] - The fund's size increased by 16.76 million yuan in the past two weeks, also ranking first among comparable funds [2] - The ETF saw a total inflow of 12.84 million yuan over the last ten trading days, indicating strong investor interest [2] - The net value of the Kexin Pharmaceutical ETF rose by 36.83% over the past year, showcasing its strong performance [2] Group 2 - The top ten weighted stocks in the Shanghai Stock Exchange Science and Technology Innovation Board Biopharmaceutical Index account for 50.3% of the index, with leading companies including United Imaging Healthcare and BeiGene [2][4] - On July 9, Shanghai Pharmaceuticals announced an expected net profit of 4.45 billion yuan for the first half of 2025, representing a year-on-year increase of approximately 52% [4] Group 3 - Short-term market expectations for overseas transactions in innovative drugs are high, leading to a continuous rise in valuations [5] - China's innovative drug research and development capabilities are competitive globally, and the trend of innovative drugs going overseas is expected to persist [5] - The commercial health insurance sector in China is anticipated to see significant growth in premium income and payout rates, becoming an important source of funding for innovative drugs [5]