截至7月17日收盘，CRO概念上涨2.61%，位居概念板块涨幅第10，板块内，55股上涨，成都先导20%涨 停，美迪西、海特生物、博济医药等涨幅居前，分别上涨19.00%、11.93%、9.50%。跌幅居前的有ST未 名、美诺华、奥锐特等，分别下跌5.01%、2.09%、0.93%。 今日涨跌幅居前的概念板块 | 概念 | 今日涨跌幅（%） | 概念 | 今日涨跌幅（%） | | --- | --- | --- | --- | | 兵装重组概念 | 4.22 | 房屋检测 | -0.18 | | 同花顺果指数 | 3.37 | 黄金概念 | -0.13 | | 共封装光学(CPO) | 3.34 | 举牌 | -0.12 | | PCB概念 | 3.07 | 水泥概念 | -0.06 | | AI手机 | 3.01 | 固废处理 | -0.03 | | AI PC | 3.01 | 新型城镇化 | -0.03 | | 重组蛋白 | 2.92 | ST板块 | -0.01 | | 海南自贸区 | 2.76 | 猪肉 | 0.00 | | 创新药 | 2.68 | 大豆 | 0.01 | | CRO概念 | 2. ...

截至7月17日收盘，重组蛋白概念上涨2.92%，位居概念板块涨幅第7，板块内，43股上涨，成都先导、 迈威生物等20%涨停，神州细胞、海特生物、科兴制药等涨幅居前，分别上涨15.40%、11.93%、 10.14%。跌幅居前的有ST未名、*ST苏吴、丽珠集团等，分别下跌5.01%、4.81%、0.49%。 今日涨跌幅居前的概念板块 | 概念 | 今日涨跌幅（%） | 概念 | 今日涨跌幅（%） | | --- | --- | --- | --- | | 兵装重组概念 | 4.22 | 房屋检测 | -0.18 | | 同花顺果指数 | 3.37 | 黄金概念 | -0.13 | | 共封装光学(CPO) | 3.34 | 举牌 | -0.12 | | PCB概念 | 3.07 | 水泥概念 | -0.06 | | AI手机 | 3.01 | 固废处理 | -0.03 | | AI PC | 3.01 | 新型城镇化 | -0.03 | | 重组蛋白 | 2.92 | ST板块 | -0.01 | | 海南自贸区 | 2.76 | 猪肉 | 0.00 | | 创新药 | 2.68 | 大豆 | 0.01 | | ...

从消息面来看，近期，创新药板块的利好消息不断。接下来，这个板块的行情是否会持续下去呢？ 创新药概念股集体爆发 自6月底以来，创新药板块一路上行，最近几天更是加速上涨。7月17日，创新药板块指数涨幅超过3%，成都 先导、迈威生物、维康药业、塞力医疗、力生制药、亚太药业、信立泰等近20只相关概念股涨停或涨超10%。 7月17日，创新药领域又传来一则好消息。据北京日报报道，近日，我国自主研发的、抗呼吸道合胞病毒的创 新药——齐瑞索韦列入世界卫生组织儿童药物优化优先清单，有望为全球儿童带来可及、可负担的有效治疗。 据报道，世界卫生组织儿童药物优化（PADO）项目通过凝聚监管机构、资助方与制造商共识，推动有紧迫需 求的儿童药物加速开发，工作内容包括确定研发的重点优先产品及其理想的产品特性。 创新药板块，再次掀起涨停潮！ 今日（7月17日），A股三大指数集体拉升，截至收盘，沪指涨0.37%，深证成指涨1.43%，创业板指涨1.76%。 盘面上，创新药、CPO、AI硬件等方向领涨。其中，创新药概念股集体大涨，成都先导、塞力医疗、力生制药 等近20只相关概念股涨停或涨超10%。 在港股市场上，创新药概念股也集体爆发，截至收盘 ...

7月17日，A股震荡反弹，沪指围绕3500点整数关口波动，创业板指表现偏强，市场近3500股飘红。全天成交1.5万亿，较上个交易日放量973.3 亿。截至收盘，沪指涨0.37%，深成指涨1.43%，创业板指涨1.76%。 热门板块 1、算力硬件端爆发 算力硬件端集体爆发，PCB、CPO方向领涨，剑桥科技、东山精密等涨停，新易盛、胜宏科技、仕佳光子、生益电子、潍柴重机等多股创新高。 市场分析认为，指数反弹有三方面原因： 一是，在中国披露了超预期的经济数据后，大摩、高盛、瑞银等多家外资机构宣布上调中国2025年全年GDP增速预测。 二是，中美贸易也传来利好信号，美国对华AI芯片出口政策出现重大转折，其中英伟达H20芯片将重启销售，AMD已计划恢复向中国出口MI308 芯片。 三是，中报行情继续火热，算力、创新药再度联手上涨，消息面上，算力硬件股业绩近期频频预喜，此外，多家创新药企业的业绩预增数据持续 印证行业的高景气度。 盘面上，热点快速轮动，算力硬件端集体爆发，PCB、CPO方向领涨，剑桥科技、东山精密等涨停，新易盛、胜宏科技等多股集体创新高；创新 药等医药股延续强势，成都先导等多股封板；锂矿股午后异动拉升，大 ...

Group 1 - The A-share CRO (Contract Research Organization) sector experienced a significant rally in the afternoon, with notable stocks such as Chengdu Xian Dao hitting the daily limit up [1] - MediXy and Hite Bio both surged over 14%, indicating strong investor interest and market momentum [1] - Other companies in the sector, including Zhaoyan New Drug, Yinuosi, Sunshine Nuohe, Kanglong Huacheng, and Puris, also saw positive gains, reflecting a broader trend in the CRO market [1]

Group 1: Stock Performance - Zhejiang Zhenyuan and Asia-Pacific Pharmaceutical both achieved a 2-day limit-up with increases of 10.01% and 9.98% respectively, driven by innovation in pharmaceuticals [2] - Chengdu XianDao saw a first board listing with a significant rise of 20.02%, attributed to innovative drug developments [2] - TaiJing Technology and YanHua Intelligent both recorded first board listings with increases of 9.97% and 9.94%, linked to Huawei's influence in robotics [5] Group 2: AI and Robotics - Nvidia's CEO suggested that Huawei's AI chips could potentially replace Nvidia's offerings, indicating a competitive shift in the AI chip market [4] - The domestic robotics industry is gaining traction with significant orders being awarded, highlighting its importance in national competition [7] Group 3: Market Trends - The light communication sector is expected to see sustained growth due to high demand in both domestic and international markets, with performance likely to continue improving [13] - The low-altitude economy is gaining attention, with a notable $1 billion procurement agreement signed for eVTOL aircraft, indicating growth potential in this sector [17] Group 4: Consumer and Retail - The Chinese government is implementing measures to boost consumer spending, which is expected to positively impact the retail sector [21] - Companies like Guoguang Chain and Hanshang Group have seen first board listings with increases of 9.98% and 9.97%, reflecting the positive sentiment in the retail market [23] Group 5: Solar and Food & Beverage - The price of polysilicon has increased by 12.4% week-on-week, indicating a rising trend in the solar industry [24] - The food and beverage sector is also benefiting from government initiatives aimed at enhancing consumer demand, with companies like Huangshi Group seeing a 10.10% increase [26]

Market Overview - The A-share market opened slightly lower on July 17 but then experienced a rebound, with all three major indices showing positive performance, particularly the ChiNext index which rose nearly 1% [2] - The total market capitalization reached 14.20 trillion CNY, with a trading volume of 7698.06 million hands and a turnover rate of 1.46% [3] Pharmaceutical Sector - The pharmaceutical sector saw a significant surge, with multiple stocks hitting the daily limit up, including Weikang Pharmaceutical and Chengdu Xian Dao, both reaching a 20% increase [4][5] - Notable stocks in the pharmaceutical sector included: - Chengdu Xian Dao: 21.46 CNY, up 20.02% - Weikang Pharmaceutical: 20.71 CNY, up 19.99% - Other stocks like Lifespring Pharmaceutical and Zhejiang Zhenyuan also saw increases of around 10% [5][6] - The Hong Kong pharmaceutical and biotechnology sector also experienced notable gains, with companies like Fudan Zhangjiang and Kanyin Biotech showing significant price increases [6] Robotics Sector - The humanoid robot concept stocks remained active, with Nanjing Julong hitting the daily limit up of 20%, and other companies like Dongshan Precision and Taijing Technology also seeing substantial gains [7][8] - On July 17, the stock of Aowei New Materials achieved a 20% limit up, marking its seventh consecutive trading day of gains, with a closing price of 27.89 CNY [10][11] Policy Impact - The National Healthcare Security Administration recently announced the initiation of the 11th batch of centralized drug procurement, which will include 55 drug varieties, focusing on mature "old drugs" while excluding innovative drugs from the procurement list [6]

Group 1 - The stock of Chengdu Xian Dao (688222) has a comprehensive score of 52.52, indicating a strong performance [1] - The main cost analysis shows that the current main cost is 16.08 yuan, with a 5-day main cost of 16.43 yuan and a 20-day main cost of 15.60 yuan [1] - Over the past year, the stock has experienced 0 limit-up days and 1 limit-down day [1] Group 2 - The short-term resistance level is at 16.68 yuan, while the short-term support level is at 16.08 yuan [2] - The mid-term resistance level is 17.20 yuan, and the mid-term support level is 15.38 yuan [2] - As of July 7, 2025, there was a net outflow of 29.15 million yuan in main funds, accounting for -17% of the total transaction amount [2]

Core Viewpoint - The acquisition of approximately 65% of Nanjing Haina Pharmaceutical Technology Co., Ltd. by Chengdu Xian Dao has been terminated due to failure to reach consensus on key terms of the transaction [1][3]. Group 1: Acquisition Details - Chengdu Xian Dao signed a share acquisition letter of intent with Haina Pharmaceutical and its controlling shareholder in March 2023, intending to become the controlling shareholder post-acquisition [2][3]. - Despite ongoing negotiations and due diligence, the parties could not agree on the transaction plan, price, counterparties, and performance commitments, leading to the termination of the acquisition [1][3]. - The company stated that the termination of the acquisition would not adversely affect its business operations or financial status [3][5]. Group 2: Strategic Implications - The acquisition aimed to expand Chengdu Xian Dao's business from upstream drug discovery to downstream services, creating a comprehensive CRDMO service system [3][4]. - The company expressed a commitment to continue seeking suitable acquisition opportunities to enhance its capabilities in drug discovery and optimization [6]. Group 3: Financial Performance - In 2024, Chengdu Xian Dao reported revenue of approximately 427 million yuan, a year-on-year increase of 14.99%, and a net profit of 51.36 million yuan, up 26.13% [7]. - For Q1 2025, the company recorded revenue of about 107 million yuan, a slight decline of 0.6%, while net profit increased by 102.9% to approximately 28.28 million yuan [7]. Group 4: Shareholder Activity - During the acquisition process, three shareholders reduced their holdings, with significant amounts sold at varying price ranges [5].

Group 1 - Chengdu XianDao announced the termination of its major asset restructuring plan to acquire a 65% stake in Nanjing Haina Pharmaceutical Technology Co., Ltd. after nearly three months of planning [1] - The acquisition was intended to create a "strong alliance" but faced disagreements on key terms such as transaction price, performance commitments, and payment methods during the due diligence phase [1] - The termination of the restructuring will not trigger any breach of contract liabilities and is stated to have no adverse impact on the company's business and financial status [1] Group 2 - Chengdu XianDao focuses on the discovery and optimization of small molecules and nucleic acid new drugs, developing an internationally leading DNA-encoded compound library (DEL) technology platform [2] - The company reported a revenue of 427 million yuan in 2024, a year-on-year increase of 14.99%, and a net profit attributable to shareholders of 51.36 million yuan, up 26.13% [2] - In the first quarter of 2025, the company maintained a steady growth trend with a revenue of 107 million yuan, a slight decrease of 0.60%, while the net profit attributable to shareholders increased by 102.90% to 28.28 million yuan [2]