Group 1 - The innovative drug concept stocks opened strong, with Hongbo Pharmaceutical hitting the daily limit up of 20% [1] - Chengdu Xian Dao and Ruizhi Pharmaceutical both rose over 10% [1] - Yaoshi Technology, Boji Pharmaceutical, Meidixi, and Haoyuan Pharmaceutical all increased by more than 5% [1]

Group 1 - The core viewpoint of the news is that Meidi Xi's stock price increased by 5%, reaching 71.16 CNY per share, with a trading volume of 369 million CNY and a turnover rate of 4.00%, resulting in a total market capitalization of 9.561 billion CNY [1] - Meidi Xi is a biopharmaceutical company based in Shanghai, established on February 2, 2004, and listed on November 5, 2019, primarily providing comprehensive new drug research and development services for pharmaceutical companies and other new drug research institutions [1] - The company's main business revenue composition includes preclinical research at 50.34%, drug discovery and pharmaceutical research at 49.64%, and other (supplementary) at 0.01% [1] Group 2 - From the perspective of fund holdings, one fund under Wan Jia Fund has a significant position in Meidi Xi, with the Wan Jia Guo Zheng 2000 ETF holding 99,500 shares, accounting for 0.54% of the fund's net value, making it the second-largest holding [2] - The Wan Jia Guo Zheng 2000 ETF was established on June 29, 2022, with a current scale of 1.286 billion CNY, and has achieved a return of 4.84% this year, ranking 1511 out of 5509 in its category [2] - The fund manager, Yang Kun, has a tenure of 6 years and 80 days, with the fund's total asset scale at 13.868 billion CNY, achieving the best return of 81.38% and the worst return of -32.3% during his tenure [2]

Group 1 - The core viewpoint of the news highlights the performance and growth of the Tianhong Innovation Drug ETF (517380), which has seen significant trading activity and net inflows, indicating strong investor interest in the innovative pharmaceutical sector [1] - As of January 8, the Tianhong Innovation Drug ETF reached a new high with a total scale of 1.597 billion yuan and 1.980 billion shares outstanding, reflecting robust market demand [1] - The ETF tracks the Hang Seng Shanghai-Shenzhen Hong Kong Innovation Drug Select 50 Index (HSSSHID), which includes a diverse selection of 50 leading innovative pharmaceutical companies, with a composition of 40% Hong Kong stocks and 60% A-shares [1] Group 2 - Notable achievements in the innovative pharmaceutical sector include Shiyao Group's R&D expenses of 4.185 billion yuan for the first three quarters of 2025, focusing on ADC, GLP-1, and small nucleic acid pipelines, with total authorized amounts exceeding 9.7 billion USD [2] - BeiGene is projected to achieve a profit of 200 million USD in 2025, with expectations of reaching 600-800 million USD in 2026, as several solid tumor drugs enter critical clinical stages [2] - Three Life Sciences has partnered with Pfizer for a 6 billion USD dual antibody licensing deal, receiving an upfront payment of 1.4 billion USD, with 20 clinical studies planned for 2026 [2]

广发证券股份有限公司 关于上海美迪西生物医药股份有限公司 2025 年度持续督导现场检查报告 根据《上海证券交易所科创板股票上市规则》等有关法律、法规的规定，广 发证券股份有限公司（以下简称"广发证券"、"保荐机构"）作为正在履行上海 美迪西生物医药股份有限公司（以下简称"美迪西"、"上市公司"、"公司"）持 续督导工作的保荐机构，对公司 2025 年 1 月 1 日至本次现场检查期间（以下简 称"本持续督导期间"）的运行情况进行了现场检查，现就现场检查的有关情况 报告如下： 一、本次现场检查的基本情况 （二）保荐代表人 黄晟、易志强 （三）现场检查时间 2025 年 12 月 29 日 （四）现场检查人员 易志强 公司治理和内部控制情况、信息披露情况、公司的独立性以及与控股股东、 实际控制人及其他关联方资金往来情况、募集资金使用情况、关联交易、对外担 保、重大对外投资、公司经营情况等。 （六）现场检查程序 （一）保荐机构 广发证券股份有限公司 （五）现场检查内容 查看上市公司主要生产经营场所并与上市公司相关人员进行访谈；查阅公司 在本持续督导期间召开的历次董事会、股东会等会议资料；查阅公司建立的有关 内控制 ...

证券之星消息，1月7日医疗服务板块较上一交易日上涨1.7%，益诺思领涨。当日上证指数报收于 4085.77，上涨0.05%。深证成指报收于14030.56，上涨0.06%。医疗服务板块个股涨跌见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | | --- | --- | --- | --- | --- | --- | --- | | 688710 | 益诺思 | 55.31 | 20.00% | 5.97万 | | 3.17亿 | | 688222 | 成都先导 | 30.44 | 13.67% | 44.49万 | | 13.43亿 | | 301293 | 三博脑科 | 93.82 | 10.45% | 74.53万 | | 68.62亿 | | 002173 | 创新医疗 | 28.63 | 9.99% | 10.16万 | | 2.91亿 | | 688621 | 阳光诺和 | 72.10 | 7.77% | 6.88万 | | 4.95 乙 | | 603127 | 昭衍新药 | 41.30 | 7.41% | 36.68万 | | 14.97亿 | | ...

（文章来源：每日经济新闻） 每经AI快讯，1月7日，CRO指数震荡走高，成分股呈现普涨态势。成都先导涨逾10%，益诺思涨 7.70%，昭衍新药涨4.94%，美迪西涨2.82%，阳光诺和涨2.72%。 ...

Core Viewpoint - MediXis has shown a positive stock performance with a year-to-date increase of 10.87% and significant gains in recent trading periods, indicating strong market interest and potential growth in the biopharmaceutical sector [2]. Group 1: Stock Performance - As of January 6, MediXis's stock price increased by 2.01%, reaching 62.53 CNY per share, with a trading volume of 30.23 million CNY and a turnover rate of 0.36%, resulting in a total market capitalization of 8.40 billion CNY [1]. - The stock has risen by 8.58% over the last five trading days and 17.45% over the last twenty days, while experiencing a slight decline of 1.23% over the past sixty days [2]. Group 2: Company Overview - MediXis, established on February 2, 2004, and listed on November 5, 2019, is located in the Pudong New Area of Shanghai and specializes in providing comprehensive new drug research and development services to pharmaceutical companies and other drug research institutions [2]. - The company's revenue composition includes 50.34% from preclinical research and 49.64% from drug discovery and pharmaceutical research, with a minor contribution of 0.01% from other services [2]. - MediXis is categorized under the pharmaceutical and biological industry, specifically in medical services and medical research outsourcing, and is associated with concepts such as CRO, specialized and innovative enterprises, margin financing, MSCI China, and small-cap stocks [2]. Group 3: Financial Performance - For the period from January to September 2025, MediXis reported a revenue of 843 million CNY, reflecting a year-on-year growth of 5.14%, while the net profit attributable to shareholders was -29.68 million CNY, showing a significant increase of 76.93% compared to the previous year [2]. - Since its A-share listing, MediXis has distributed a total of 158 million CNY in dividends, with cumulative payouts of 33.94 million CNY over the past three years [3]. Group 4: Shareholder Information - As of September 30, the number of shareholders for MediXis reached 16,500, an increase of 27.83% from the previous period, with an average of 8,149 circulating shares per person, which decreased by 21.96% [2].

Group 1 - A-shares opened higher today, with significant gains in innovative drug and brain-computer interface stocks, including Zhaoyan New Drug and BeiGene, which rose over 10% [1] - The innovative drug ETF Tianhong (517380) tracking the Hang Seng-Hushen-Hong Kong Innovative Drug Selected 50 Index surged over 4.8%, outperforming the Hong Kong Stock Connect Innovative Drug Index [1] - The biopharmaceutical ETF (159859) tracking the Guozhen Biopharmaceutical Index increased by over 3%, with a total scale exceeding 3.3 billion yuan and a net inflow of over 600 million yuan since September last year [1] Group 2 - The National Medical Products Administration has organized the formulation of the "Priority Approval High-end Medical Device Catalog (2025 Edition)," including medical electronic accelerators and implantable brain-computer interface medical devices [1] - Elon Musk announced that his brain-computer interface company, Neuralink, will begin large-scale production of brain-computer interface devices in 2026, transitioning to a more streamlined and nearly fully automated surgical process [1] - Analysts indicate that including implantable brain-computer interface medical devices in the priority approval category highlights policy support for related technological developments, with a broad potential market space and accelerated commercialization processes expected [1] Group 3 - McKinsey estimates that the global market size for brain-computer interface medical applications could reach $40 billion by 2030 and $145 billion by 2040, indicating significant application potential in the medical field [2] - Investors interested in the innovative drug sector can consider the innovative drug ETF Tianhong (517380) for easy access, while off-market investors may focus on linked funds [2] - The emphasis is on CXO and innovative drug mainline trends, with a recommendation to focus on the biopharmaceutical ETF (159859) that targets 30 industry leaders for higher sharpness and elasticity [2]

Group 1 - The core point of the article highlights the performance of Shanghai Medicy Biopharmaceutical Co., Ltd., which saw a stock increase of 5.27% to 59.37 CNY per share, with a total market capitalization of 7.976 billion CNY [1] - The company, established on February 2, 2004, and listed on November 5, 2019, specializes in providing comprehensive new drug research and development services for pharmaceutical companies and other new drug research institutions [1] - The revenue composition of the company is primarily from preclinical research (50.34%) and drug discovery and pharmaceutical research (49.64%), with a negligible contribution from other sources (0.01%) [1] Group 2 - From the perspective of fund holdings, Wanjia Fund has a significant position in Medicy, with its Wanjia National Index 2000 ETF (159628) holding 99,500 shares, representing 0.54% of the fund's net value, making it the second-largest holding [2] - The Wanjia National Index 2000 ETF has a total scale of 1.286 billion CNY and has achieved a year-to-date return of 34.55%, ranking 1391 out of 4189 in its category [2] - The fund manager, Yang Kun, has been in position for 6 years and 76 days, with the best fund return during his tenure being 81.38% and the worst being -32.3% [2]

Core Insights - The successful IPO of Insilico Medicine (stock code: 3696.HK) on the Hong Kong Stock Exchange marks the largest fundraising in the Hong Kong biopharmaceutical sector this year, highlighting the capital market's recognition of AI-driven drug development [1] - Insilico Medicine's partnership with MediXis (stock code: 688202.SH) has gained new attention and industry imagination, emphasizing the critical role of MediXis as a preclinical research service provider in the AI drug development wave [1] Group 1: AI and CRO Integration - The collaboration between Insilico Medicine and MediXis has transformed the drug development paradigm, with MediXis demonstrating efficient and stable delivery capabilities in various tumor projects, enabling rapid clinical progression of AI-discovered molecules [2] - This partnership represents a deep integration of service procurement and technical processes, with Insilico leveraging its Pharma.AI platform for breakthroughs in target discovery and molecular generation, while MediXis provides comprehensive preclinical services [2] Group 2: Expansion of Services and Capabilities - By mid-2025, MediXis has empowered approximately 588 IND approvals, with projects in collaboration with Insilico serving as successful examples of the "AI-driven development + professional CRO execution" model, enhancing both companies' efficiency and experience in AI drug development [3] - MediXis has expanded its AI drug discovery service platform, exploring new therapies such as PROTAC, ADC, nucleic acid drugs, and cell and gene therapies, showcasing its comprehensive strategic layout and capability evolution [4] Group 3: Industry Leadership and Global Strategy - MediXis has solidified its industry-leading position through systematic capability building, achieving breakthroughs in service granularity, technological foresight, compliance systems, and global expansion [4] - The company has successfully obtained various GLP qualifications and enhanced its competitiveness in international preclinical research, with a growing proportion of revenue from overseas clients and increased new order amounts [5] Group 4: Future Outlook - The successful listing of Insilico Medicine signifies a milestone in the capitalization and industrialization of AI drug development, positioning MediXis as an indispensable verification and efficiency engine within the AI drug development ecosystem [6] - As the demand for high-efficiency and high-reliability preclinical research services continues to grow, MediXis is well-positioned to strengthen its leading role as a preclinical research enabler by deepening collaborations with cutting-edge technology companies like Insilico [6]