Group 1 - The core viewpoint of the news highlights the strong performance of the pharmaceutical and medical services sectors, with the Shanghai Stock Exchange Sci-Tech Innovation Board Biomedicine Index rising by 1.52% as of 11:05 AM on January 23, 2026, driven by significant gains in stocks such as Chengdu Xian Dao (+5.48%) and BGI Genomics (+4.25%) [1] - The Ministry of Commerce and eight other departments have issued opinions to promote high-quality development in the drug retail industry, encouraging retail enterprises to participate in centralized drug procurement and to enhance their bargaining power through joint purchasing [1] - The Chinese pharmaceutical industry is at a pivotal point for global value reassessment, with 2026 being a critical year to validate transformation outcomes, as highlighted by CITIC Securities [1] Group 2 - As of December 31, 2025, the top ten weighted stocks in the Shanghai Stock Exchange Sci-Tech Innovation Board Biomedicine Index include companies like United Imaging Healthcare and BeiGene, collectively accounting for 48.85% of the index [2] - The CSI Innovation Medicine ETF closely tracks the Shanghai Stock Exchange Sci-Tech Innovation Board Biomedicine Index, providing an easy investment option for those without stock accounts through the linked fund [3]

该行认为，艾伯维作为一间跨国制药公司，应能促进RC148在研发和商业化方面的全球扩展，并对 RC148的差异化发展策略持正面态度。该行相信，首付款支付将扭转荣昌生物的净负债状况，并预计未 来多项新药获批将使公司自2026年起持续达到盈亏平衡。该行将荣昌生物的评级由"中性"上调至"买 入"，目标价由63.8港元一举升至120港元。 责任编辑：卢昱君 热点栏目 自选股 数据中心 行情中心 资金流向 模拟交易 热点栏目 自选股 数据中心 行情中心 资金流向 模拟交易 客户端 客户端 荣昌生物（09995）盘中涨近4%，截至发稿，股价上涨1.90%，现报91.35港元，成交额2.26亿港元。 荣昌生物（09995）盘中涨近4%，截至发稿，股价上涨1.90%，现报91.35港元，成交额2.26亿港元。 瑞银发布研报称，对荣昌生物与艾伯维集团的合作持积极看法，该合作授予RC148（PD-1/VEGF）海外 权利，并获得6.5亿美元的首付款、最高可达49.5亿美元的里程碑付款及在大中华区以外地区净销售额的 两位数分级特许权使用费。 瑞银发布研报称，对荣昌生物与艾伯维集团的合作持积极看法，该合作授予RC148（PD-1/VE ...

该行认为，艾伯维作为一间跨国制药公司，应能促进RC148在研发和商业化方面的全球扩展，并对 RC148的差异化发展策略持正面态度。该行相信，首付款支付将扭转荣昌生物的净负债状况，并预计未 来多项新药获批将使公司自2026年起持续达到盈亏平衡。该行将荣昌生物的评级由"中性"上调至"买 入"，目标价由63.8港元一举升至120港元。 瑞银发布研报称，对荣昌生物与艾伯维集团的合作持积极看法，该合作授予RC148(PD-1/VEGF)海外权 利，并获得6.5亿美元的首付款、最高可达49.5亿美元的里程碑付款及在大中华区以外地区净销售额的两 位数分级特许权使用费。 荣昌生物(09995)涨近4%，截至发稿，涨2.96%，报92.3港元，成交2.06亿港元。 ...

瑞银发布研报称，对荣昌生物与艾伯维集团的合作持积极看法，该合作授予RC148(PD-1/VEGF)海外权 利，并获得6.5亿美元的首付款、最高可达49.5亿美元的里程碑付款及在大中华区以外地区净销售额的两 位数分级特许权使用费。 该行认为，艾伯维作为一间跨国制药公司，应能促进RC148在研发和商业化方面的全球扩展，并对 RC148的差异化发展策略持正面态度。该行相信，首付款支付将扭转荣昌生物的净负债状况，并预计未 来多项新药获批将使公司自2026年起持续达到盈亏平衡。该行将荣昌生物的评级由"中性"上调至"买 入"，目标价由63.8港元一举升至120港元。 智通财经APP获悉，荣昌生物(09995)涨近4%，截至发稿，涨2.96%，报92.3港元，成交2.06亿港元。 ...

该行将荣昌生物的评级由"中性"上调至"买入"，目标价由63.8港元一举升至120港元。 瑞银发表研报指，对荣昌生物与艾伯维的合作持积极看法，该合作授予RC148(PD-1/VEGF)海外权利， 并获得6.5亿美元的首付款、最高可达49.5亿美元的里程碑付款及在大中华区以外地区净销售额的两位数 分级特许权使用费。 该行认为，艾伯维作为一间跨国制药公司，应能促进RC148在研发和商业化方面的全球扩展，并对 RC148的差异化发展策略持正面态度。该行相信，首付款支付将扭转荣昌生物的净负债状况，并预计未 来多项新药获批将使公司自2026年起持续达到盈亏平衡。 ...

证券之星消息，1月22日生物制品板块较上一交易日下跌0.73%，艾迪药业领跌。当日上证指数报收于 4122.58，上涨0.14%。深证成指报收于14327.05，上涨0.5%。生物制品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) | | | --- | --- | --- | --- | --- | --- | --- | | 000534 | 万泽股份 | 27.74 | 6.53% | 33.76万 | | 9.17亿 | | 000518 | *ST四环 | 2.72 | 3.03% | 18.74万 | | 5073.54万 | | 688185 | 康布诺 | 67.55 | 1.81% | ● 1.87万 | | 1.26亿 | | 300239 | 东宝生物 | 6.50 | 1.25% | 17.69万 | | 1.15亿 | | 688137 | 近岸蛋白 | 49.20 | 0.90% | 1.97万 | | 9879.98万 | | 688293 | 熨浦迈 | 56.95 | 0.83% | 7074.34 | | 4022.74 ...

Core Viewpoint - The A-share market experienced fluctuations on January 22, with the Shanghai Composite Index rising by 0.14%. The innovative drug sector faced pressure, as evidenced by the decline of the Science and Technology Innovation Drug ETF Huatai (589120) by 1.51% by 15:00. However, the ETF saw a net inflow of funds totaling 27.7361 million yuan over the past three days, indicating a trend of buying on dips [1]. Group 1: Market Performance - The Science and Technology Innovation Drug ETF Huatai (589120) recorded a net inflow of 27.7361 million yuan over three days, showing a clear trend of increased buying despite market declines [1]. - By 15:00, the ETF's component stocks exhibited mixed performance, with notable gains from Kangxinuo at 1.81%, Baiaotai at 0.49%, and Haoyuan Pharmaceutical at 0.48%. Conversely, Yifang Bio fell over 6%, Rongchang Bio dropped over 4%, and Baili Tianheng decreased by over 3% [6]. Group 2: Industry Insights - According to the National Medical Insurance Administration, 76 innovative drugs are expected to be approved for market entry by the National Medical Products Administration by 2025, marking a record high and indicating a trend towards diversified innovative therapies in China [4]. - Donghai Securities predicts that the innovative drug sector is entering a new era, transitioning from a generics-dominated market (pre-2018) to a period of transformation (2018-2025) characterized by price reductions and increased R&D investments in innovative drugs. By 2026, innovative drugs are expected to dominate the pharmaceutical industry in China, supported by complementary insurance policies and a focus on the pace of new drug launches and competitive dynamics [5].

Group 1 - The A-share market saw a significant decline in innovative drug concept stocks, with notable drops including Aidi Pharmaceutical down over 11% and Yifang Bio down over 5% [1] - Other companies such as Xingqi Pharmaceutical, Zhenbaodao, and Dize Pharmaceutical experienced declines of over 4%, while Rongchang Bio, Hanshang Group, Yuekang Pharmaceutical, Xinlitai, Haishike, Shanghai Yizhong, and Kanghong Pharmaceutical fell by over 3% [1] Group 2 - Aidi Pharmaceutical (688488) reported a decline of 11.33%, with a total market value of 7.835 billion and a year-to-date increase of 14.02% [2] - Yifang Bio (688382) decreased by 5.99%, with a market capitalization of 15 billion and a year-to-date decline of 4.99% [2] - Xingqi Pharmaceutical (300573) fell by 4.82%, with a market value of 19.4 billion and a year-to-date increase of 12.01% [2] - Zhenbaodao (603567) dropped by 4.74%, with a market capitalization of 7.951 billion and a year-to-date decline of 5.38% [2] - Dize Pharmaceutical (688192) decreased by 4.19%, with a market value of 27.5 billion and a year-to-date increase of 2.78% [2] - Rongchang Bio (688331) fell by 3.98%, with a market capitalization of 56.1 billion and a year-to-date increase of 27.79% [2] - Hanshang Group (600774) decreased by 3.93%, with a market value of 3.101 billion and a year-to-date increase of 14.99% [2] - Yuekang Pharmaceutical (688658) dropped by 3.84%, with a market capitalization of 12 billion and a year-to-date increase of 18.40% [2] - Xinlitai (002294) fell by 3.32%, with a market value of 55.5 billion and a year-to-date increase of 0.48% [2] - Haishike (002653) decreased by 3.23%, with a market capitalization of 56.1 billion and a year-to-date decline of 2.44% [2] - Shanghai Yizhong (688091) dropped by 3.17%, with a market value of 11.2 billion and a year-to-date increase of 15.60% [2] - Kanghong Pharmaceutical (002773) fell by 3.15%, with a market capitalization of 29.5 billion and a year-to-date increase of 6.81% [2]

登录新浪财经APP 搜索【信披】查看更多考评等级 证券代码：688331 证券简称：荣昌生物 公告编号：2026-005 港股代码：09995 港股简称：榮昌生物 荣昌生物制药（烟台）股份有限公司2022年及2023年A股限制性股票激励计划相关权益对应归属期归属 结果暨股份上市公告 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。 2、2022年11月18日至2022年11月27日，公司对本次激励计划拟首次授予激励对象的姓名和职务在公司 内部进行了公示。在公示期内，公司监事会未收到与本次激励计划激励对象有关的任何异议。2022年12 月13日，公司于上海证券交易所网站（www.sse.com.cn）披露了《监事会关于公司2022年A股限制性股 票激励计划首次授予激励对象名单的公示情况说明及核查意见》（公告编号：2022-032）。 3、2022年12月13日，公司于上海证券交易所网站（www.sse.com.cn）披露了《荣昌生物制药（烟台） 股份有限公司关于独立董事公开征集委托投票权的公告》（公告编号：2022-031）， ...

本公告乃根據香港聯合交易所有限公司證券上市規則第13.10B條由榮昌生物製藥 （煙台）股份有限公司（「本公司」）作出。 茲載列本公司於上海證券交易所網站刊登公告如下，僅供參閱。 承董事會命 榮昌生物製藥（煙台）股份有限公司 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，並表明概不就因本公告全部或任何部份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。 RemeGen Co., Ltd.* 榮 昌 生 物 製 藥（ 煙 台 ）股 份 有 限 公 司 （於中華人民共和國註冊成立的股份有限公司） （股份代號：9995） 海外監管公告 董事長兼執行董事 王威東先生 中國煙台 2026年1月21日 於本公告日期，董事會成員包括執行董事王威東先生、房健民博士、林健先生及 溫慶凱先生；非執行董事王荔強博士及蘇曉迪博士；及獨立非執行董事郝先經先 生、陳雲金先生及黃國濱先生。 * 僅供識別 | 证券代码：688331 | 证券简称：荣昌生物 | 公告编号：2026-005 | | --- | --- | --- | | 港股代码：09995 | 港股简称 ...