港股通创新药ETF（520880）被动跟踪不含CXO的纯正创新药指数——恒生港股通创新药精选指数 （HSSCPB），指数最新前十大权重股分别为中国生物制药、百济神州、石药集团、信达生物、康方生 物、三生制药、翰森制药、科伦博泰生物-B、再鼎医药、亚盛医药-B。 | | 代码 7 | 简称 | 收盘价(原始币种) | 权重 | | --- | --- | --- | --- | --- | | 1 | 1177.HK | 中国生物制药 | 8.90 | 10.2400% | | 2 | 6160.HK | 百济神州 | 210.00 | 10.1100% | | 3 | 1093.HK | 石药集团 | 11.12 | 10.1000% | | ব | 1801.HK | 信达生物 | 100.90 | 9.3600% | | 5 | 9926.HK | 康方生物 | 140.10 | 8.7800% | | ട് | 1530 HK | 三生制药 | 35.90 | 8.1800% | | 7 | 3692 HK | 翰森制药 | 38.70 | 5.4700% | | 8 | 6990.HK | 科伦博泰生 ...

9月9日，百济神州涨5.03%，截至发稿，报334.00元/股，成交13.13亿元，换手率3.44%，总市值5143.13 亿元。 资料显示，百济神州有限公司位于北京市昌平区中关村生命科学园科学园路30号，成立日期2010年10月 28日，上市日期2021年12月15日，公司主营业务涉及研究、开发、生产以及商业化创新型药物。主营业 务收入构成为：抗肿瘤类药物99.19%，药物合作安排收入0.81%。 从基金十大重仓股角度 截至发稿，杨彬累计任职时间2年311天，现任基金资产总规模121.79亿元，任职期间最佳基金回报 9.95%， 任职期间最差基金回报-0.24%。 风险提示：市场有风险，投资需谨慎。本文为AI大模型自动发布，任何在本文出现的信息（包括但不 限于个股、评论、预测、图表、指标、理论、任何形式的表述等）均只作为参考，不构成个人投资建 议。 责任编辑：小浪快报 数据显示，信达澳亚基金旗下1只基金重仓百济神州。信澳新目标灵活配置混合A（003456）二季度持 有股数600股，占基金净值比例为0.12%，位居第二大重仓股。根据测算，今日浮盈赚取约9600元。 信澳新目标灵活配置混合A（003456）成立 ...

BeOne Medicines (NasdaqGS:BGNE) FY Conference September 08, 2025 01:50 PM ET Company ParticipantsMark Lanasa - SVP & Chief Medical Officer - Solid TumorsMatt Shaulis - General Manager - North AmericaConference Call ParticipantsSean Laaman - Research Analyst - Biotechnology Small & MidcapSean LaamanGood afternoon, everyone, and welcome to the Morgan Stanley Global Healthcare Conference. I'm Sean M. Laaman, Head of U.S. Mid-Cap Biotech Equity Research here at the firm. Before we begin, for important disclosur ...

Core Viewpoint - The biopharmaceutical sector in China is experiencing a positive trend in innovation and investment, with significant growth in the approval of innovative drugs and a recovery in market conditions [1][2] Industry Summary - As of September 8, 2025, the Shanghai Stock Exchange Sci-Tech Innovation Board Biopharmaceutical Index (000683) increased by 0.89%, with notable gains from companies such as United Imaging Healthcare (688271) up 11.48% and BGI Genomics (688114) up 9.35% [1] - The "National Drug Safety Publicity Week" launched on September 1 highlights the positive development of the pharmaceutical industry, with 210 innovative drugs approved in the past five years, indicating a sustained growth trend [1] - Currently, approximately 30% of the world's innovative drugs under research are from China, showcasing the country's significant role in global pharmaceutical innovation [1] Company Summary - The top ten weighted stocks in the Sci-Tech Innovation Board Biopharmaceutical Index as of August 29, 2025, include United Imaging Healthcare (688271), BeiGene (688235), and others, collectively accounting for 50.27% of the index [2] - The Sci-Tech Biopharmaceutical ETF (588250) closely tracks the performance of the Sci-Tech Innovation Board Biopharmaceutical Index, reflecting the overall performance of representative biopharmaceutical companies listed on the Sci-Tech Board [2]

Group 1 - The Hong Kong stock market is experiencing significant inflows from southbound funds, with a total net inflow exceeding 687 billion HKD in the first half of the year, and a record single-day net inflow of 35.88 billion HKD on August 15 [1] - Analysts predict that the total net inflow of southbound funds for the entire year of 2025 could exceed 1.2 trillion HKD, indicating a strong upward trend for the Hong Kong stock market in the second half of the year [1] - The valuation of the China Securities Hong Kong Stock Connect Technology Index has dropped to around 24 times PE, which is at the 30th percentile level over the past decade, suggesting a good safety margin and investment value [1] Group 2 - Four key factors are supporting the positive outlook for the Hong Kong stock market: attractive valuations, potential foreign capital inflow, continuous southbound fund inflows, and the presence of scarce assets in emerging industries such as AI and innovative pharmaceuticals [2] - For ordinary investors, participating in the market through related ETFs is recommended due to the high risks and investment thresholds associated with individual stock investments [2] - The Hong Kong Stock Connect Technology ETF (159101) closely tracks the China Securities Hong Kong Stock Connect Technology Index, selecting 30 large-cap technology leaders, with the top ten stocks accounting for 77% of the weight, covering major players like Tencent and Alibaba, as well as emerging forces like Li Auto and BeiGene [2]

Market Performance - Major US stock indices closed lower due to weak non-farm employment data, reinforcing expectations for a Federal Reserve rate cut [1][2] - The Dow Jones Industrial Average fell by 0.48% to 45400.86 points, the S&P 500 decreased by 0.32% to 6481.5 points, and the Nasdaq dropped by 0.03% to 21700.39 points [1] - European indices also closed down, with Germany's DAX down 0.73%, France's CAC40 down 0.31%, and the UK's FTSE 100 down 0.09% [1] Employment Data - The US added only 22,000 jobs in August, significantly below the expected 75,000, with an unemployment rate of 4.3%, marking a 0.1 percentage point increase for the second consecutive month [2] - Job growth was primarily in the healthcare sector, which added 31,000 positions, while manufacturing, wholesale trade, and government sectors saw losses of over 10,000 jobs each [2] - Analysts suggest that tariff policy uncertainties are a major factor contributing to the labor market's weakness [2] Gold Market - International gold prices reached a new high, with COMEX gold futures rising by 0.92% to $3639.8 per ounce [3] - In August, gold ETFs saw a net inflow of $5.5 billion, mainly from North America ($4.1 billion) and Europe ($1.9 billion) [3] - The price of gold has increased by 31% year-to-date, driven by a weak dollar, geopolitical tensions, and continued inflows into gold ETFs [3] Oil Market - US oil prices fell sharply, with the main contract down 2.38% to $61.97 per barrel, and Brent crude down 2.06% to $65.61 per barrel [4][5] - The decline in oil prices is attributed to rising expectations of increased production from OPEC+ and concerns over economic recession [5][6] - OPEC+ is considering further increasing oil production to regain market share, having already raised output by approximately 2.5 million barrels per day since April [6]

Market Overview - Major US stock indices collectively declined due to weak non-farm employment data, which reinforced expectations for a Federal Reserve rate cut [1][4] - As of the close, the Dow Jones Industrial Average fell by 0.48% to 45400.86 points, the S&P 500 decreased by 0.32% to 6481.50 points, and the Nasdaq dropped by 0.03% to 21700.39 points [2] Employment Data - The US Labor Department reported that 22,000 jobs were added in August, with an unemployment rate of 4.3%, marking a 0.1 percentage point increase for the second consecutive month [4] - The job growth was primarily in the healthcare sector, while manufacturing, wholesale trade, and government sectors saw significant job losses [4] Gold Market - International gold prices reached a new high, with COMEX gold futures rising by 0.92% to $3639.8 per ounce [6] - In August, gold ETFs saw a net inflow of $5.5 billion, mainly from North America and Europe, while Asia experienced outflows [6] Oil Market - Crude oil prices fell significantly, with US oil main contract down 2.38% to $61.97 per barrel and Brent crude down 2.06% to $65.61 per barrel [8] - The decline in oil prices is attributed to rising expectations of increased production from OPEC+ and concerns over economic recession [9]

Core Viewpoint - The innovative drug sector is expected to continue as a strong investment theme, with significant clinical data releases from Chinese innovative drugs anticipated in the upcoming months, coinciding with a peak season for licensing agreements with multinational pharmaceutical companies [1] Group 1: Market Performance - BeiGene (ONC.US) saw a 6% increase in stock price, reaching $338.19 [1] - The innovative drug sector is projected to maintain rapid revenue growth and a trend of reduced losses year-on-year, with some leading companies approaching breakeven points [1] Group 2: Upcoming Events - Major conferences such as the World Lung Cancer Conference, European Society for Medical Oncology, and American Society of Hematology are scheduled for the second half of the year, where key clinical data for Chinese innovative drugs will be presented [1] Group 3: International Collaboration - There is an increasing trend of active licensing transactions for Chinese innovative drugs, with both the number and value reaching new highs [1] - Global multinational pharmaceutical companies are expected to focus more on Chinese pipelines as many blockbuster drug patents will expire in the next two to three years, creating a demand for new research pipelines [1]

Core Viewpoint - The innovative drug sector is expected to continue its strong performance, with significant clinical data releases from Chinese innovative drugs at major conferences in the latter half of the year, potentially leading to a market surge similar to the one seen in May at the American Oncology Conference [1] Group 1: Market Performance - BeiGene (ONC.US) shares rose by 6%, reaching $338.19 [1] - The innovative drug sector is anticipated to maintain high revenue growth and a trend of reduced losses year-on-year, with some leading companies approaching breakeven [1] Group 2: Upcoming Events - Major conferences such as the World Lung Cancer Conference, European Oncology Congress, and American Hematology Annual Meeting are set to showcase key clinical data for Chinese innovative drugs [1] Group 3: International Collaboration - There is an increase in licensing negotiations between Chinese companies and multinational corporations (MNCs), with several potential blockbuster drugs entering advanced negotiation stages [1] - The next two to three years will see a significant number of patent expirations for major drugs from global pharmaceutical companies, creating opportunities for Chinese innovative drugs to fill the gaps [1] Group 4: Industry Outlook - The innovative drug sector is experiencing a rise in international recognition for its innovative capabilities, with active licensing transactions reaching new highs in both quantity and value [1] - Increased collaboration between multinational pharmaceutical companies and Chinese firms is expected to enhance market valuation expectations for the innovative drug sector [1]

Core Viewpoint - The innovative drug sector is expected to continue its strong growth trajectory, with significant clinical data releases and potential licensing agreements on the horizon, particularly for Chinese companies [1] Group 1: Market Performance - BeiGene (ONC.US) saw a 6% increase in stock price, reaching $338.19 [1] - The innovative drug sector is highlighted as the strongest investment theme, with expectations for sustained performance [1] Group 2: Upcoming Events - Major conferences such as the World Lung Cancer Conference, European Society for Medical Oncology, and American Society of Hematology are set to showcase key clinical data for Chinese innovative drugs in the latter half of the year [1] - The end of the year is anticipated to bring a peak in licensing activities from multinational pharmaceutical companies, with several Chinese potential BICs in advanced negotiations [1] Group 3: Financial Outlook - The innovative drug sector is projected to maintain high revenue growth and a trend of reduced losses year-on-year, with some leading companies approaching breakeven points [1] - The overall industry is showing signs of improving profitability [1] Group 4: International Expansion - Chinese innovative drugs are gaining international recognition for their innovative capabilities, with a surge in outbound licensing transactions in terms of both quantity and value [1] - In the next two to three years, a significant number of blockbuster drug patents from global pharmaceutical companies will expire, creating a demand for new research pipelines [1] - Increased collaboration between multinational companies and Chinese firms is expected to enhance market valuation expectations for the innovative drug sector [1]