Group 1 - The recombinant protein concept sector rose by 2.85%, ranking fifth among concept sectors, with 46 stocks increasing in value [1] - Notable gainers included Shenzhou Cell and Weiming Pharmaceutical, both reaching the daily limit, while Saiseng Pharmaceutical, Hotgen Biotech, and Huiyu Pharmaceutical also saw significant increases of 10.45%, 10.38%, and 8.43% respectively [1] - The sector experienced a net inflow of 568 million yuan, with 30 stocks receiving net inflows, and five stocks attracting over 30 million yuan each [2] Group 2 - Leading the net inflow was Weiming Pharmaceutical, which saw a net inflow of 89.46 million yuan, followed by Kexing Pharmaceutical, Yipin Hong, and Huiyu Pharmaceutical with net inflows of 74.06 million yuan, 71.16 million yuan, and 60.03 million yuan respectively [2][3] - The net inflow ratios for Weiming Pharmaceutical, Kexing Pharmaceutical, and Huiyu Pharmaceutical were 24.18%, 13.33%, and 12.60% respectively [3] - The overall performance of the recombinant protein sector was supported by strong trading activity, with several stocks showing high turnover rates [3][4]

A股今日（7月3日）全线上扬，创业板指大涨近2%；港股弱势下探，恒生指数、恒生科技指数盘中均 跌超1%。 具体来看，沪指盘中窄幅震荡上扬，深证成指涨超1%，创业板指涨近2%。截至收盘，沪指涨0.18%报 3461.15点，深证成指涨1.17%报10534.58点，创业板指涨1.9%报2164.09点，沪深北三市合计成交 13336亿元，较此前一日减少逾700亿元。 场内近3300股飘红，创新药概念再度爆发，广生堂、神州细胞20%涨停，热景生物等涨超10%；PCB概念 崛起，逸豪新材、中一科技20%涨停，铜冠铜箔涨近14%；消费电子概念拉升，蓝思科技涨超11%，工业 富联、鹏鼎控股、大为股份等涨停；值得注意的是，宁德时代盘中一度大涨超5%。 港股方面，主要指数弱势下探，截至收盘，恒生指数跌0.63%，恒生科技指数跌0.67%。个股方面，康方 生物涨超14%，君实生物涨近12%；金山软件跌近8%，阿里巴巴、小米集团跌约3%。 创新药概念再爆发 创新药概念今日再度走强，截至收盘，广生堂、神州细胞20%涨停，上海谊众、热景生物等涨超10%，塞 力医疗斩获3连板，长春高新亦涨停。 | 代码 � | 名称 | | 涨幅% ...

神州细胞（688520）今日20cm涨停，成交额8.93亿元，换手率2.85%，盘后龙虎榜数据显示，沪股通专用席位买入8367.85万元并卖 出1805.80万元，3家机构专用席位净买入1.19亿元。 | 》 龙虎榜 | | | 该股票最热门的概念题材 | | 开始搜索 | | --- | --- | --- | --- | --- | --- | | 2025-07-03 2025-06-23 | | | | | 历史龙虎榜信息>> | | 上榜原因:有价格涨跌幅限制的日收盘价格涨幅达到15%的证券 | | | | | 更多个股解读> | | 营业部名称 | 买入金额(元) | 占总成交比例 | 卖出金额(元) | 占总成交比例 | 净额(元) | | 沪股通专用 | 8367.85万 | 9.37% | 0.00 | 0.00% | 8367.85万 | | 机构专用 | 7122.21万 | 7.98% | 0.00 | 0.00% | 7122.21万 | | 机构专用 | 3203.45万 | 3.59% | 0.00 | 0.00% | 3203.45万 | | 联储证券股份有限公司深圳彩田路证券 ...

Group 1: Pharmaceutical Sector - Several pharmaceutical companies have shown significant stock performance, with notable increases in share prices attributed to innovations in drug development and AI integration. For instance, Seli Medical has achieved a 9.99% increase over three consecutive days, while Chengyi Pharmaceutical has seen a 10.05% rise over two days [2][3]. - New entrants like Shenzhou Cell and Weiming Pharmaceutical have also recorded impressive gains, with Shenzhou Cell rising by 19.99% on its first trading day [2][3]. Group 2: PCB and Chip Industry - The PCB sector is experiencing a surge, with companies like Zhongjing Electronics and Bomin Electronics reporting significant stock increases of 10.01% and 10.04%, respectively. Zhongjing Electronics has maintained a strong performance with 12 days of trading and 7 consecutive gains [5][6]. - The NAND Flash market has seen a price index increase of 9.2%, while the DRAM market has surged by 47.7% since the beginning of 2025, indicating a robust demand for memory chips [7]. Group 3: Solid-State Battery and Marine Economy - The solid-state battery sector is gaining attention, with companies like Dadongnan and Hongtian Co. showing stock increases of 9.95% and 10.02%, respectively, as the Fourth Solid-State Battery Conference approaches [9]. - The marine economy is being bolstered by government initiatives, with companies like Jushi and Nanshan Holdings seeing stock increases of 9.94% and 10.07% as a result of policy support for ocean economic development [10][11]. Group 4: Commercial Aerospace and Photovoltaics - The commercial aerospace sector is witnessing growth, with companies like Xice Testing and Leike Defense reporting stock increases of 20.00% and 10.04%, respectively, following the establishment of a satellite manufacturing hub in Hainan [14][15]. - In the photovoltaic sector, companies are responding to supply-demand imbalances, with glass manufacturers planning to reduce production by 30%, leading to stock increases for firms like Yamaton and Yao Pi Glass [16][17]. Group 5: Digital Currency and AI Servers - The digital currency market is set to expand as Hong Kong begins accepting stablecoin license applications, with companies like Zhongjia Bochuang and Jinyi Culture seeing stock increases of 10.11% and 9.94% [26][28]. - The AI server market is preparing for the launch of the next-generation chip GB300 by Nvidia, with companies like Industrial Fulian and Xinya Electronics reporting stock increases of 10.02% and 10.01% [20][21]. Group 6: Home Appliances and Performance Recovery - The home appliance sector is benefiting from increased demand, particularly in air conditioning, with Haier reporting a 30% year-on-year sales increase in Europe [24][25]. - A general recovery in performance is noted across various sectors, with companies in pharmaceuticals, consumer electronics, and automotive parts showing improved earnings forecasts [22][23].

截至07月03日10:45，科创生物医药ETF(588250.SH)上涨1.75%，其关联指数科创生物(000683.SH)上涨 1.91%；主要成分股中，神州细胞上涨19.34%，君实生物-U上涨4.24%，微芯生物上涨8.58%，泽璟制 药-U上涨3.33%，迈威生物-U上涨8.23%。 科创生物医药ETF（588250） 关联个股： 联影医疗（688271）、百济神州-U（688235）、惠泰医疗（688617）、百利天恒（688506）、艾力斯 （688578）、泽璟制药-U（688266）、君实生物-U（688180）、博瑞医药（688166）、华大智造 （688114）、益方生物-U（688382） 以上内容与数据，与有连云立场无关，不构成投资建议。据此操作，风险自担。 消息面上，国家医保局、国家卫生健康委联合印发《支持创新药高质量发展的若干措施》，提出16条全 链条支持政策，涵盖研发、准入、入院使用及支付环节；同时迪哲医药宣布其自主研发的EGFR Exon20ins靶向药舒沃哲®获美国FDA加速批准，成为全球首个在该适应症获批的国创新药。上述政策 利好及创新药里程碑进展共同提振市场情绪，推动相关 ...

流动性方面，科创医药ETF嘉实盘中换手5.93%，成交1326.97万元。拉长时间看，截至7月2日，科创医药ETF嘉实近1月日均成交3852.27万元，排名可比基 金第一。 截至2025年7月3日 10:20，上证科创板生物医药指数强势上涨1.08%，成分股神州细胞上涨17.54%，微芯生物上涨8.12%，迈威生物上涨6.27%，泽璟制药、 君实生物等个股跟涨。科创医药ETF嘉实(588700)上涨0.87%。 | 股票代码 | 股票简称 | 涨跌幅 | 权重 | | --- | --- | --- | --- | | 688271 | 联影医疗 | 0.35% | 8.97% | | 688235 | 百济神州 | -0.05% | 7.05% | | 688617 | 惠泰医疗 | -1.19% | 5.85% | | 688578 | 艾力斯 | -0.14% | 4.91% | | 688506 | 百利天恒 | 1.51% | 4.77% | | 688266 | 泽璟制药 | 2.29% | 4.75% | | 688114 | 华大智造 | -0.73% | 4.17% | | 688180 | ...

科创板开板6年来，已有20家创新型生物医药企业采用第五套上市标准上市，塑造了中国生物医药的创 新版图。 科创板设立起就从科创企业发展的实际出发，推出五套上市标准。其中，第五套上市标准面向未盈利但 具备高成长性的科技企业。 包容性助力医药企业创新发展 科创板开板以来，共有20家创新型生物医药企业采用第五套上市标准上市，另有百济神州、百利天恒、 诺诚健华等3家上市时未盈利的创新药企业采用红筹企业标准等登陆科创板。这一批创新药企业利用资 本市场募资等积极布局抗体药物、ADC（抗体偶联药物）、寡核苷酸药物等前沿技术，聚焦恶性肿 瘤、自身免疫性疾病、艾滋病、罕见病等重大疾病领域，不断提高创新药物的可及性和可负担性。 据统计，20家采用第五套标准的上市公司中，已有19家公司自研的45款药品（含疫苗）获批上市，20家 公司已全部实现核心产品的上市或上市申请获受理。2024年，20家公司合计实现营业收入142.10亿元， 同比增长44.17%，其中4家营收超10亿元、4家有望在今明两年突破营收10亿元。其中，艾力斯、神州 细胞等公司实现从上市前零收入到年度营收分别突破35亿元、25亿元。 2024年是迪哲医药产品上市后的第一 ...

Group 1 - Guizhou Moutai has repurchased a total of 3.3821 million shares as of June 30, 2025, accounting for 0.2692% of the total share capital, with a total expenditure of 5.202 billion yuan [2] - Luxshare Precision is planning to issue H-shares and list on the Hong Kong Stock Exchange to enhance its global financing capabilities and governance transparency [2] - Huazhong Xinchuang has received a project notification from a leading domestic eVTOL manufacturer for the development and supply of an intelligent cockpit multimedia display system [3] Group 2 - Meinohua expects a net profit of 46 million to 52 million yuan for the first half of 2025, representing a year-on-year increase of 142.84% to 174.52% [4] - Jiangnan Water has received a report from shareholder Lianan Life Insurance indicating an increase in shareholding by 46.99 million shares, representing 5.03% of the total share capital [5] - Huasen Pharmaceutical has received approval for clinical trials of its CX001 sustained-release tablets, marking a milestone for its innovative drug development platform [6] Group 3 - Zongshen Power anticipates a net profit growth of 70% to 100% for the first half of the year [7] - Yutong Bus reported a sales volume of 5,919 units in June, a year-on-year increase of 24.79% [7] - Guangzhou Port expects a 7.0% year-on-year increase in container throughput for June 2025 [7] Group 4 - Data Port's shareholders plan to reduce their holdings by up to 1.74% and 0.26% of the company's shares [9] - Humanwell Healthcare's shareholder plans to increase its stake by 1% to 2% [9] - Nengte Technology plans to repurchase shares worth between 300 million to 500 million yuan [10]

证券代码：688520 证券简称：神州细胞 公告编号：2025-035 北京神州细胞生物技术集团股份公司 关于持股 5%以上股东权益变动触及 1%刻度 暨减持股份结果公告 本公司董事会、全体董事及相关股东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。 重要内容提示： 持股 5%以上股东持股的基本情况 本次减持计划实施前，北京神州细胞生物技术集团股份公司（以下简称"公 司"或"神州细胞"）股东暨员工持股平台南昌神州安元企业管理咨询合伙企业 （有限合伙）（以下简称"神州安元"）直接持有公司股份 21,900,000 股，占公 司总股本的 4.92%；南昌神州安恒企业管理咨询合伙企业（有限合伙）（以下简 称"神州安恒"）直接持有公司股份 7,300,000 股，占公司总股本的 1.64%；安 义神州安隆企业管理咨询合伙企业（有限合伙）（以下简称"神州安隆"）直接 持有公司股份 1,825,000 股，占公司总股本的 0.41%；安义神州安成企业管理咨 询合伙企业（有限合伙）（以下简称"神州安成"）直接持有公司股份 1,825,000 股，占公司总股 ...

神州细胞：股东6月30日至7月2日减持公司股份185.79万股 智通财经7月2日电，神州细胞(688520.SH)公告称，股东神州安元、神州安恒、神州安隆、神州安成、 神州安乾及神州安弘自2025年6月30日至2025年7月2日通过集中竞价交易方式合计减持公司股份185.79 万股，占公司总股本的0.42%。本次减持计划已实施完毕。本次权益变动后，神州安元、神州安恒、神 州安隆、神州安成、神州安乾及神州安弘合计持有的公司股份数量减少至3464.21万股，占公司总股本 比例由8.20%减少至7.78%。 ...