格隆汇8月14日丨百济神州(06160.HK)公布，于2025年8月8日，董事会薪酬委员会根据2016期权及激励 计划的条款授予375名承授人合共34,361股美国存托股份受限制股份单位。该等受限制股份单位相当于 446,693股股份，约占公告之日公司发行股份总数的0.03%。 ...

格隆汇8月14日丨百济神州(06160.HK)公布，于2025年8月8日，董事会薪酬委员会根据2016期权及激励 计划的条款授予375名承授人合共34,361股美国存托股份受限制股份单位。该等受限制股份单位相当于 446,693股股份，约占公告之日公司发行股份总数的0.03%。 ...

智通财经APP讯，百济神州(06160)公布，于2025年8月8日，董事会薪酬委员会根据2016期权及激励计划 的条款向375名承授人授出涉及合共34,361股美国存托股份的受限制股份单位。 ...

Core Viewpoint - BeiGene Limited (06160) announced the grant of restricted stock units involving a total of 34,361 American Depositary Shares to 375 grantees on August 8, 2025, under the terms of the 2016 option and incentive plan [1] Summary by Relevant Categories - **Company Actions** - The company granted a total of 34,361 restricted stock units to 375 individuals [1] - This action is part of the 2016 option and incentive plan [1] - **Future Implications** - The issuance of restricted stock units may align the interests of employees with those of shareholders, potentially enhancing company performance [1]

香港交易及結算所有限公司及香港聯合交易所有限公司對本公告的內容概不負責，對其準確性 或完整性亦不發表任何聲明，並明確表示概不就因本公告全部或任何部分內容而產生或因依賴 該等內容而引致的任何損失承擔任何責任。 BeOne Medicines Ltd. 百濟神州有限公司 （根據瑞士法律註冊成立的公司） （股份代號：06160） 授出受限制股份單位 本公告乃根據上市規則第17.06A、17.06B以及17.06C條作出。於2025年8月8日， 董事會薪酬委員會根據2016期權及激勵計劃的條款向三百七十五名承授人授出涉 及合共34,361股美國存託股份的受限制股份單位。 2016期權及激勵計劃項下的受限制股份單位 於2025年8月8日，董事會薪酬委員會根據2016期權及激勵計劃的條款授予三百七 十五名承授人合共34,361股美國存託股份受限制股份單位。該等受限制股份單位 相當於446,693股股份，約佔本公告之日公司發行股份總數的0.03%。 授出受限制股份單位詳情 受限制股份單位詳情如下： 1 授出日期： 2025年8月8日 承授人數目： 三百七十五名 已授出受限制股份單位涉及 的相關股份數目： 446,693 受 ...

高盛主要观点如下： 资金流向上 —— 高盛的交易平台买入呈现 1.2 倍净卖出状态。消费和科技板块是平台最活跃的主题(双 向交易并存，但消费股更适合卖出而科技股更宜买入)。消费板块呈现双向流动，餐饮类股遭遇部分抛 售，而普拉达等零售股则买卖交投活跃。科技板块中，持续在硬科技领域获得买单，但对腾讯音乐等冲 高个股转为卖出。网易也获得较大力度买入。医疗保健 / 制药板块更受青睐 —— 翰森制药虽呈双向交 易但买方更占优势。 香港股市创下自五月初以来的最佳单日表现。 从行业板块来看，医疗保健、科技和消费板块领涨 —— 在中国政府宣布对符合条件的个人消费贷款实 施贴息计划后，国内零售商与消费医疗企业的股价应声上扬。医疗板块中，信达生物(+9%)、药明康德 (+6.2%)、翰森制药(+5.4%)涨幅居前。科技板块以腾讯音乐(+15.6%)表现最为亮眼，其财报大幅超出预 期，多家投行同步上调目标价。其他涨幅显著的个股包括阿里巴巴(+6.1%)、哔哩哔哩(+7.4%)，华虹半 导体(+5.9%)等芯片股亦表现强势。能源与电信板块表现滞后，虽维持涨势但明显跑输大盘，部分资金 正轮动至成长股。 智通财经APP获悉，高盛发布研报 ...

智通财经APP获悉，百济神州(06160)涨超4%，截至发稿，涨4.12%，报187.2港元，成交额3.41亿港元。 消息面上，8月13日，药物临床试验登记与信息公示平台官网显示，百济神州启动了PD-1抑制剂替雷利 珠单抗皮下注射的Ⅲ期临床，适应症为联合化疗作为局部晚期不可切除或转移性胃或胃食管结合部腺癌 患者一线治疗。 据悉，替雷利珠单是百济神州的核心产品，目前已在全球47个市场获批。自2019年上市至今，替雷利珠 单抗已覆盖尿路上皮癌、非小细胞肺癌等重点癌种，惠及全球百万患者。2025上半年，替雷利珠单抗创 造了26.43亿元的销售额 ，同比增长20.6%。 ...

Policy Developments - Shanghai has initiated the online listing for the first batch of traditional Chinese medicine centralized procurement expansion, with the application period from August 12 to August 29, 2025 [1] Drug and Device Approvals - Hualan Vaccine has received approval for clinical trials of its lyophilized Hib conjugate vaccine, which is expected to induce immune response against Hib [2] - Insmed announced that the FDA has approved its first-in-class oral drug Brinsupri for treating non-cystic fibrosis bronchiectasis in patients aged 12 and older [3] - The National Medical Products Administration has received a market application for the intraocular injection of Bevacizumab from Fuhong Hanlin and Eddingpharm, marking the second such application in China [4] - Heng Rui Medicine has received approval for clinical trials of its innovative drug SHR-A2102 in combination with other treatments for recurrent/metastatic head and neck squamous cell carcinoma [5] Capital Market Activities - Inokang Medical Technology has started the listing guidance process with Huatai Securities, as disclosed by the China Securities Regulatory Commission [6] - Inokang was founded in 2014 by returnees and experienced professionals in the medical industry, and it has been recognized as a national high-tech enterprise [7] - Rejuve Bio announced a capital increase of 100 million yuan for its subsidiary ShunJing Biomedical Technology, with the company's stake decreasing from 45.5833% to 43.1842% [8] Industry Events - Zhifei Biological has completed the first nationwide vaccination of its quadrivalent influenza vaccine, highlighting the competitive landscape and market potential in China's influenza vaccine sector [10] - Zhonghui Bio's quadrivalent influenza vaccine has passed the preliminary review for inclusion in the national commercial health insurance innovative drug directory [11] - BeiGene anticipates that its drug Sotucumab will receive its first global approval by the end of 2026, with multiple milestone events expected soon [12] Public Sentiment Alerts - The re-registration application for Green Valley Pharmaceutical's mannitol sodium capsules has not been approved, indicating ongoing challenges for this controversial Alzheimer's drug [14] Shareholder Activities - Former Vice Chairman of Zhaoyan New Drug plans to reduce his holdings by up to 352.45 million shares due to personal financial needs, representing 0.4703% of the company's total share capital [15]

Group 1: Industry Developments - Shanghai has initiated the online listing for the first batch of traditional Chinese medicine centralized procurement expansion, with the application period from August 12 to August 29, 2025 [1] - The Shanghai Market Supervision Administration reported a significant decline in the illegal rate of medical advertisements over the past five years, dropping from 3.89% in 2020 to 1.57% in 2024, a decrease of approximately 60% [2] - The first FDA-approved treatment for non-cystic fibrosis bronchiectasis (NCFB), Brinsupri, has been announced by Insmed, marking a significant milestone in the treatment options available for this condition [3] - The National Medical Products Administration has received a market application for the intraocular injection of Bevacizumab, indicating progress in ophthalmic drug development [4] - Heng Rui Medicine has received approval for clinical trials of its innovative drug SHR-A2102 for the treatment of recurrent/metastatic head and neck squamous cell carcinoma [5] Group 2: Capital Market Activities - Inokang Medical Technology has started the listing guidance process with Huatai Securities, indicating its intention to go public [6] - Rejuvenation Bio announced a capital increase of 100 million yuan for its subsidiary, Shun Jing Biomedical Technology, with a share price set at 25 yuan per registered capital [7] - Innovation Medical holds a 40% stake in Bole Brain Machine, which focuses on core technology research and product design in the medical rehabilitation field [8] Group 3: Vaccine and Pharmaceutical Developments - Zhifei Biological has completed the first nationwide vaccination for its quadrivalent influenza vaccine, showcasing advancements in vaccine distribution [9] - Zhonghui Bio's quadrivalent influenza vaccine has passed the preliminary review for inclusion in the national commercial health insurance innovative drug directory [10] - BeiGene anticipates that its drug Sotukimab will receive its first global approval by the end of 2026, with multiple clinical trials underway [11] Group 4: Regulatory and Market Challenges - The re-registration application for Green Valley Pharmaceutical's mannitol sodium capsules has not been approved, posing challenges for this controversial Alzheimer's drug [12] - There have been reports of supply shortages and rising prices for the mannitol sodium capsules, indicating market pressures and patient access issues [13] - Zhaoyan New Drug's former vice chairman plans to reduce his holdings by up to 352,450 shares, reflecting personal financial needs [14]

Group 1 - The core viewpoint of the news is that Minsheng Asset recently conducted research on BeiGene, highlighting the company's growth prospects and market expansion strategies [1] - BeiGene's product, Baiyueze, has seen a moderate single-digit percentage increase in net pricing in the U.S. and aims to maintain price stability throughout the year [1] - Baiyueze has been approved in 75 markets, while Baizean has received approval in 47 markets, indicating a strong global regulatory expansion strategy [1] Group 2 - The revenue guidance adjustment is based on Baiyueze's leading position in the U.S. market and the ongoing expansion in Europe and other markets, suggesting a diversification of revenue structure [1] - Gross margin growth is attributed to improved production efficiency of Baiyueze and Baizean, with considerations for tariff policy impacts [1] - The ORR data from the BRUIN CLL-314 study lacks statistical significance, while the ALPINE study shows Baiyueze's superiority over Ibrutinib [1] Group 3 - The BTK CDAC is being explored for applications in immunology and inflammation, with a long half-life, penetrative properties, and degradation characteristics [1] - The initiation of the Phase III trial for the CDK4 inhibitor has been postponed to early 2026, with plans to release dose optimization data this year, indicating a positive market outlook for breast cancer treatment [1] - The Phase III clinical trial for BTK CDAC is expected to start in the second half of 2025, with pivotal Phase II trials and registration submissions planned for 2026 [1]