消息面上，贝达药业在2025年半年报中披露，仍拖欠益方生物1.8亿元里程碑款项，该款项涉及双方合 作开发的创新药贝福替尼。益方生物此前已多次催收，并计提10%坏账准备，但贝达药业未明确还款安 排。 资金流向方面，益方生物-U当日主力资金净流出2760.94万元，近五日主力资金净流入7604.16万元。 益方生物-U股价报40.39元，较前一交易日下跌1.13%，成交额达4.74亿元。盘中股价波动区间为38.50元 至41.00元，振幅6.12%。 益方生物-U属于生物医药行业，专注于肿瘤和代谢疾病领域的创新药物研发。公司主要产品管线覆盖 小分子靶向药和生物大分子药物。 风险提示：投资有风险，市场波动及合作方信用风险可能对公司经营产生影响。 ...

截至2025年8月20日 14:23，上证科创板生物医药指数下跌0.91%。成分股方面涨跌互现，心脉医疗领涨3.13%，皓元医药上涨1.63%，ST诺泰上涨1.40%；苑 东生物领跌，荣昌生物、悦康药业跟跌。科创医药ETF嘉实(588700)下修调整。 截至8月19日，科创医药ETF嘉实近1年净值上涨56.59%。从收益能力看，截至2025年8月19日，科创医药ETF嘉实自成立以来，最高单月回报为23.29%，最 长连涨月数为6个月，最长连涨涨幅为41.76%，上涨月份平均收益率为8.17%。 东吴证券研报显示，2024年中国创新药BD（业务合作）总金额达519亿美元，2025年三生制药与辉瑞达成的12.5亿美元首付款交易再创纪录，印证了国内创 新药全球竞争力的提升。政策端，《全链条支持创新药发展实施方案》从支付、审批、融资等多维度护航行业，而研发端，截至2025Q1我国FIC（首创新 药）数量覆盖度已达40%，接近美国水平（美国为53%）。 东海证券指出，医药生物板块年初至今上涨25.02%，在申万31个行业中排名第4位，当前PE估值为31.31倍，处于历史中位水平。国家医保局近期印发《医疗 保障按病种付费 ...

Core Viewpoint - The performance of the Zhongzheng 2000 ETF managed by Jiashi Fund has shown a decline in its share price and mixed results among its major holdings, while the fund has achieved significant returns since its inception [1]. Group 1: Fund Performance - As of the midday close on August 20, the Zhongzheng 2000 ETF Jiashi (159535) fell by 0.94%, priced at 1.375 yuan, with a trading volume of 4.0528 million yuan [1]. - Since its establishment on September 14, 2023, the fund has delivered a return of 39.27%, with a one-month return of 11.22% [1]. Group 2: Major Holdings - Major stocks in the fund include: - Meiri Hudong down 3.22% - Hanwei Technology down 1.89% - Hongchuang Holdings up 4.96% - Dongtu Technology up 1.13% - Hengbao Shares up 0.35% - Taiji Shares down 3.00% - Rejing Biology down 6.45% - Shijia Photon down 5.57% - Tainkang up 1.40% - Yifang Biology down 5.17% [1].

汇添富医疗服务灵活配置混合A股票持仓前十占比合计68.66%，分别为：恒瑞医药（9.90%）、科伦药 业（9.03%）、海思科（8.99%）、百利天恒（8.94%）、新诺威（6.72%）、泽璟制药-U（6.58%）、信 立泰（5.33%）、热景生物（4.74%）、益方生物-U（4.40%）、诺诚健华-U（4.03%）。 公开资料显示，汇添富医疗服务灵活配置混合A基金成立于2015年6月18日，截至2025年6月30日，汇添 富医疗服务灵活配置混合A规模29.15亿元，基金经理为张韡。 金融界2025年8月19日消息，汇添富医疗服务灵活配置混合A(001417) 最新净值1.9920元，下跌0.75%。 该基金近1个月收益率2.73%，同类排名14|18；近6个月收益率69.10%，同类排名1|17；今年来收益率 65.45%，同类排名1|17。 简历显示：张韡女士:中国。康奈尔大学生物医学硕士,曾任东方证券医药助理研究员,汇添富基金医药研 究员、高级医药研究员及医药行业研究组组长。2021年3月25日至今任汇添富健康生活一年持有期混合 型证券投资基金的基金经理。2021年9月29日至今任汇添富香港优势精选混合 ...

Core Viewpoint - The company, Yifang Biotechnology (Shanghai) Co., Ltd., is set to hold a half-year performance briefing on August 26, 2025, to discuss its operational results and financial indicators for the first half of 2025, allowing investors to engage in Q&A sessions [2][3][5]. Group 1: Event Details - The performance briefing will take place on August 26, 2025, from 13:00 to 14:00 [5][6]. - The event will be conducted in an interactive online format via the Shanghai Stock Exchange Roadshow Center [3][5]. - Investors can submit questions from August 19 to August 25, 2025, through the Roadshow Center or via the company's email [2][7]. Group 2: Participation Information - Investors can participate in the briefing by logging into the Shanghai Stock Exchange Roadshow Center website [5][6]. - The company will address commonly asked questions during the briefing, ensuring transparency and engagement with investors [3][4]. - Contact information for inquiries includes the company's securities department email and phone number [7].

Group 1 - The core viewpoint of the article highlights the performance and holdings of the Agricultural Bank of China Healthcare Stock Fund, which has shown significant growth in recent months and years [1] - The fund's latest net value is 2.0003 yuan, reflecting a growth of 1.17% [1] - Over the past month, the fund has achieved a return of 4.93%, ranking 412 out of 1032 in its category [1] - In the last six months, the fund's return has been 50.76%, ranking 43 out of 993 [1] - Year-to-date, the fund has returned 46.69%, ranking 69 out of 983 [1] Group 2 - The top ten holdings of the Agricultural Bank of China Healthcare Stock Fund account for a total of 51.10%, with significant positions in companies such as Heng Rui Pharmaceutical (8.16%) and Zai Lab (7.99%) [1] - The fund was established on February 10, 2015, and as of June 30, 2025, it has a total size of 1.441 billion yuan [1] - The fund manager, Meng Yuan, has a master's degree and has held various positions in the financial industry, including roles at Bank of China Fund Management and Agricultural Bank of China Asset Management [1]

重要内容提示： 公司将于 2025 年 8 月 23 日发布公司 2025 年半年度报告，为便于广大投资 者更全面深入地了解公司 2025 年半年度经营成果、财务状况，公司计划于 2025 年 8 月 26 日（星期二）13:00-14:00 举行 2025 年半年度业绩说明会，就投资者 关心的问题进行交流。 一、说明会类型 证券代码：688382 证券简称：益方生物 公告编号：2025-028 益方生物科技（上海）股份有限公司 关于召开 2025 年半年度业绩说明会的公告 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。 本次业绩说明会以网络互动形式召开，公司将针对 2025 年半年度的经营成 果及财务指标的具体情况与投资者进行互动交流和沟通，在信息披露允许的范围 内就投资者普遍关注的问题进行回答。 三、参加人员 董事长、总经理：YAOLIN WANG（王耀林） 董事会秘书：YUEHENG JIANG（江岳恒） 财务总监：史陆伟 二、说明会召开的时间、地点 （一）会议召开时间：2025 年 8 月 26 日（星期二）13: ...

Group 1 - The A-share market has shown strong upward momentum, with over 60% of doubling stocks being heavily held by public funds [2] - As of August 14, 323 A-shares have doubled in price this year, with 199 of these stocks being heavily held by public funds, indicating a significant interest from institutional investors [2] - Notable doubling stocks include Shenghong Technology, Yipin Hong, Rejing Biology, Shijia Photon, and Yifang Biology, each held by over 50 funds [2] Group 2 - Several doubling stocks saw increased fund buying or further accumulation in Q2, with Shenghong Technology's fund holdings rising from 243 to 454 [2] - The number of doubling funds has also increased significantly, with several funds achieving over 100% net value growth in the past year [3] - Public funds maintain an optimistic outlook for the A-share market, citing a rebound in overall net profit for listed companies despite a decline last year [3] Group 3 - Economic indicators suggest a positive trend, with consumer confidence recovering and real estate market stabilization, supported by new policies [4] - The technology and pharmaceutical sectors are highlighted as key investment areas, driven by AI applications and demographic trends [4] - Investment opportunities are expected to arise in upstream domestic chips and advanced semiconductor processes, as well as advancements in humanoid robotics [4]

Core Insights - The core viewpoint of the news is the performance and holdings of the Agricultural Bank of China Healthcare Stock Fund, which has shown significant growth in recent months and has a diversified portfolio in the healthcare sector [1]. Fund Performance - The latest net value of the Agricultural Bank of China Healthcare Stock Fund is 1.9772 yuan, reflecting a growth of 1.81% [1]. - The fund's return over the past month is 9.64%, ranking 129 out of 328 in its category [1]. - Over the last six months, the fund has achieved a return of 47.35%, ranking 12 out of 316 [1]. - Year-to-date, the fund has a return of 45.00%, ranking 18 out of 316 [1]. Fund Holdings - The top ten holdings of the Agricultural Bank of China Healthcare Stock Fund account for a total of 51.10% of the portfolio, with the following key positions: - Heng Rui Medicine: 8.16% - Zai Lab: 7.99% - Xin Li Tai: 5.84% - Rejig Bio: 5.63% - Kelun Pharmaceutical: 5.02% - HAO OBO: 4.36% - BeiGene: 3.61% - Yifang Bio: 3.58% - Aosaikang: 3.52% - Bid Pharma: 3.39% [1]. Fund Background - The Agricultural Bank of China Healthcare Stock Fund was established on February 10, 2015, and as of June 30, 2025, it has a total scale of 1.441 billion yuan [1]. - The fund manager is Meng Yuan, who has a master's degree and has held various positions in the fund management industry, including roles at Bank of China Fund Management and Agricultural Bank of China Asset Management [1].

益方生物最新一期业绩显示，截至2025一季报，公司营业总收入818.90万元、同比减少4.85%，归属净 利润5749.91万元，同比增长30.87%，扣非净利润5821.65万元，同比增长30.01%，流动比率22.594、速 动比率22.594、资产负债率5.50%。 天眼查商业履历信息显示，益方生物科技(上海)股份有限公司，成立于2013年，位于上海市，是一家以 从事医药制造业为主的企业。企业注册资本57832.7844万人民币，实缴资本46000万人民币。公司法定 代表人为YAO LIN WANG（王耀林）。 金融界消息 截至2025年8月14日收盘，益方生物U（688382）报收于41.84元，上涨1.97%，换手率 4.02%，成交量16.79万手，成交金额7.07亿元。 资金流向方面，今日主力资金净流入5958.03万元，占比成交额8.43%。其中，超大单净流入1633.97万 元、占成交额2.31%，大单净流入4324.06万元、占成交额6.12%，中单净流出流入625.18万元、占成交 额0.88%，小单净流出6583.21万元、占成交额9.32%。 通过天眼查大数据分析，益方生物科技(上海 ...