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流感板块午后再度拉升
Di Yi Cai Jing· 2026-01-26 11:34
凯普生物20cm涨停,智飞生物、万孚生物涨超10%,之江生物、华兰疫苗此前涨停,康希诺、硕世生 物、科华生物涨幅居前。 (本文来自第一财经) ...
一财主播说 | 印度尼帕疫情“搅动”市场 这些A股公司称有产品布局
Di Yi Cai Jing· 2026-01-26 11:21
A股生物医药股今天全线上涨。迈克生物、凯普生物、之江生物、华兰疫苗、金迪克等20CM涨停。生 物医药ETF指数午后放量拉升,涨幅约2%。消息面上,近日,印度西孟加拉邦暴发尼帕病毒疫情,可 直接人传人,死亡率最高达75%。目前尚无专门针对性的疫苗和有效疗法。泰国民航局宣布,26日起对 来自该地区航班全面筛查。而在我国,新修订的《中华人民共和国国境卫生检疫法》已将尼帕病毒纳入 监测目录。A股上市公司中,硕世生物、凯普生物表示,公司提供尼帕病毒核酸检测试剂盒,可助力疫 情监测与口岸防控。之江生物称,公司有相关检测产品,主要销往中东地区,目前没有印度订单。相关 产品销量目前属于正常水平,营收占比不大。 ...
医疗器械板块1月26日涨0.05%,迈克生物领涨,主力资金净流入9.02亿元
| 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | --- | --- | --- | --- | --- | --- | | 301363 | 美好医疗 | 32.18 | -5.46% | 18.03万 | 5.96 Z | | 301093 | 不是股份 | 79.99 | -5.17% | 9.73万 | · 7.87亿 | | 688351 | 微电生理 | 24.55 | -5.10% | 9.77万 | 2.43 Z | | 688029 | 南微医学 | 81.25 | -4.96% | 4.46万 | 3.64亿 | | 300753 | 爰朋医疗 | 33.75 | -4.74% | 11.59万 | 3.94亿 | | 688068 | 热景生物 | 147.44 | -4.65% | 2.75万 | 4.05 Z | | 688217 | 睿昂基因 | 31.14 | -4.45% | 1.98万 | 6293.79万 | | 300246 | 宝莱特 | 13.79 | -4.44% | 18.01万 | 2.50亿 | | 688393 | 安必 ...
A股核酸、抗原检测股大涨,尼帕病毒是否会境外输入?
Di Yi Cai Jing· 2026-01-26 09:16
1月26日,A股中一些核酸检测、抗原检测概念股盘中股价出现大涨,如迈克生物(300463.SZ)、之江 生物(688317.SH)、凯普生物(300639.SZ)等个股涨停,万孚生物(300482.SZ)、东方生物 (688298.SH)、硕世生物(688399.SH)等个股大涨超过10%。 这种病毒出现人传人的风险大概多高,目前是否需要担忧境外输入风险? 根据央视新闻客户端消息,近期,印度东部的西孟加拉邦出现尼帕病毒感染病例,目前已有5例确诊病 例,其中包括医护人员。尼帕病毒能攻击人的肺部和大脑,症状包括发烧、头疼、嗜睡、意识模糊和昏 迷,感染者的死亡率可达40%以上。 尼帕病毒最早于1998年首次在马来西亚被发现,病毒由蝙蝠传染给猪,人通过接触病猪排泄分泌物而感 染,此次疫情导致265人感染,其中105人死亡,给养猪业造成严重经济损失, 为公共卫生带来巨大威 胁。随后,这种病毒在新加坡、孟加拉国、印度、菲律宾等地区暴发。近年来,尼帕病毒感染在我国周 边地区频发,成为威胁人类和动物健康的重要病原。目前尚无专门针对尼帕病毒的疫苗和有效疗法,治 疗主要依靠系统性对症支持疗法。 香港大学生物医学学院教授,香港大学 ...
A股核酸、抗原检测股大涨,尼帕病毒是否会境外输入
Di Yi Cai Jing Zi Xun· 2026-01-26 09:11
2026.01.26 "尼帕病毒虽说可以人传人,但需要非常密切接触,比如说直接密切接触感染者或动物的体液、分泌物 等,而不是说直接打个照面,或者借助空气就可以传播。一般而言,人传人中,出现感染的以贴身照顾 的医护人员或者家人等为主。总体上看,人传人的传染性是不高的。尼帕病毒的传染,主要有两大途 径,一是通过食用受感染蝙蝠所污染的水果或糖浆等而传播,另外一个主要途径是从蝙蝠传染到猪,从 猪再传染到人。"金冬雁说。 本文字数:945,阅读时长大约2分钟 作者 |第一财经 林志吟 1月26日,A股中一些核酸检测、抗原检测概念股盘中股价出现大涨,如迈克生物(300463.SZ)、之江 生物(688317.SH)、凯普生物(300639.SZ)等个股涨停,万孚生物(300482.SZ)、东方生物 (688298.SH)、硕世生物(688399.SH)等个股大涨超过10%。 根据央视新闻客户端消息,近期,印度东部的西孟加拉邦出现尼帕病毒感染病例,目前已有5例确诊病 例,其中包括医护人员。尼帕病毒能攻击人的肺部和大脑,症状包括发烧、头疼、嗜睡、意识模糊和昏 迷,感染者的死亡率可达40%以上。 这种病毒出现人传人的风险大概多 ...
A股核酸、抗原检测股大涨,尼帕病毒是否会境外输入
第一财经· 2026-01-26 08:58
Group 1 - The article highlights a significant surge in stock prices of companies involved in nucleic acid and antigen testing, such as Maike Biological (300463.SZ), Zhijiang Biological (688317.SH), and Kaipu Biological (300639.SZ), with some stocks hitting the daily limit and others rising over 10% [3][4]. - The recent outbreak of Nipah virus in West Bengal, India, has led to confirmed cases, including healthcare workers, raising concerns about its potential spread [3][4]. - Nipah virus is classified as a zoonotic disease with a high mortality rate, reaching over 40%, and poses a significant public health threat, especially given its history of outbreaks in various regions [4][5]. Group 2 - Experts indicate that while Nipah virus can be transmitted between humans, the risk remains low in China, as transmission requires very close contact with infected individuals or animals [5]. - The primary transmission routes for Nipah virus include consumption of contaminated fruits or syrups and transmission from bats to pigs, which can then infect humans [5].
印度尼帕疫情发酵 检测、疫苗股批量涨停 企业回应“尚无订单”
Xin Lang Cai Jing· 2026-01-26 08:27
转自:智通财经 智通财经1月26日讯(记者 卢阿峰 何凡)近日,印度东部西孟加拉邦尼帕病毒疫情持续发酵。当地已确 诊5例感染病例,其中包括医护人员,近百人被要求居家隔离。叠加该病毒40%以上的高致死率,以及 目前尚无特效疫苗和有效疗法的现实,引发全球公共卫生领域高度警惕。 据央视新闻及新华社报道,近期印度东部西孟加拉邦暴发尼帕病毒感染疫情。截至1月26日,当地已确 诊5例病例,其中包含多名医护人员。感染者目前集中在该邦首府加尔各答及周边医院接受治疗,另有1 名患者病情危重,近100人被要求居家隔离观察。 或受此消息刺激,今日A股流感、检测及疫苗相关概念股当日逆势躁动,多只个股批量涨停,板块热度 快速攀升。智通财经记者联系多家相关上市公司核实业务布局,企业回应呈现明显分化:部分检测企业 确认拥有相关产品但暂无印度订单,部分企业主动释放技术储备信号,亦有疫苗企业明确表示未涉足相 关领域,提示市场理性看待股价波动。 印度尼帕疫情再度引发关注 世界卫生组织等权威机构介绍,尼帕病毒是一种致命的人畜共患RNA病毒,主要由果蝠携带,可通过 被污染的食物传播给人类,也可发生人际传播。其显著特征在于致死率高,官方公布的死亡率在 ...
Neuralink首例受试者脑机接口已能实现OTA升级,医疗设备ETF(159873)近20日实现规模翻倍,今日盘中获申购500万份
Group 1 - The three major indices collectively rose, with the medical equipment sector showing active performance, as evidenced by the CSI All Index Medical Care Equipment and Services Index (H30178) increasing by 0.53% [1] - Notable performers within the index included Tianzhihang, which rose over 14%, Shuoshi Bio, which increased over 9%, and Sanyou Medical, which saw a rise of over 6% [1] - The Medical Equipment ETF (159873) recorded a trading volume exceeding 16 million yuan, with a subscription of 5 million units during the trading session [1] Group 2 - The Medical Equipment ETF has experienced a net inflow of funds for nine consecutive trading days, accumulating a total net inflow of 117 million yuan as of January 20 [1] - The ETF's scale has doubled over the past 20 days, reaching a latest circulating scale of 233 million yuan [1] - The ETF closely tracks the CSI All Index Medical Care Equipment and Services Index, which selects listed companies in the medical care theme to reflect the overall performance of these securities [1] Group 3 - The first human subject implanted with Neuralink's brain-machine interface, Nolan Arbo, reported that the module in his brain can be wirelessly upgraded remotely, similar to Tesla's OTA updates [2] - This marks a historic first where a human brain can be updated without surgery, allowing for performance improvements through software updates [2] - Merge Labs, a Silicon Valley startup, has raised $252 million in seed funding from investors including OpenAI, indicating strong interest in advancements in medical technology [2] Group 4 - Guotai Junan Securities noted that the scale of medical equipment bidding continues to grow, supported by ongoing implementation of equipment upgrade policies, which are expected to drive long-term procurement levels [2] - The report recommends medical equipment companies that are likely to benefit from the performance recovery driven by the implementation of these upgrade policies [2]
硕世生物:现有部分产品出口欧盟国家
Zheng Quan Ri Bao Wang· 2026-01-20 13:42
Core Viewpoint - The company, Shuoshi Biotechnology, has indicated that a portion of its products is exported to EU countries, with sales primarily conducted through domestic entities directly exporting to EU clients. However, the revenue from this business segment constitutes a small proportion of the company's total operating income [1]. Group 1 - The company exports some products to EU countries [1] - Sales are mainly conducted by domestic entities directly exporting to EU clients [1] - Revenue from this business segment is a small proportion of total operating income [1]
江苏硕世生物科技股份有限公司关于部分应收账款坏账准备转回的公告
Group 1 - The company has reached an agreement with its debtor, Urumqi Rongxin Kanda Trading Co., Ltd., to settle outstanding accounts receivable amounting to RMB 609.94 million, which is part of a total receivable of RMB 692.05 million that has aged over five years [2][3] - The debtor is required to make the payment by January 20, 2026, and failure to do so will allow the company to claim the original debt amount along with a 20% penalty and all costs incurred in recovering the debt [2] - The recovery of this accounts receivable and the reversal of the corresponding bad debt provision is expected to positively impact the company's financial condition and operating results for the year 2026, with the exact impact to be confirmed by the annual audit [4] Group 2 - The company has fully settled the debt relationship with the debtor as of the announcement date, confirming that the payment of RMB 609.94 million has been received in full [3] - The reversal of the bad debt provision adheres to the relevant accounting standards and regulations, ensuring that it does not harm the interests of the company and its shareholders [4]