科创50指数今日下跌0.89%，报收983.11点，科创板全日成交量28.50亿股，成交额949.02亿元，加权平 均换手率为1.59%。 证券时报·数据宝统计显示，今日可交易科创板股中，180只股收盘上涨，涨幅超过10%的有5只，其 中，上纬新材、豪森智能、秦川物联等3股涨停，涨幅在5%至10%的有5只，收盘下跌的有403只。 资金流向方面，高换手率个股中，有22股今日获主力资金净流入，净流入金额较多的有汇宇制药、晶品 特装、嘉元科技，净流入金额分别为5984.89万元、4027.63万元、3896.94万元，净流出金额较多的有C 屹唐、正帆科技、伟测科技，净流出金额分别为1.34亿元、6205.64万元、6124.28万元。 从杠杆资金动向看，高换手个股中，共28股近期获杠杆资金净买入，统计显示，截至7月8日，近5日融 资余额增加较多的有C屹唐、汇宇制药、荣昌生物等，分别增加2.08亿元、1.14亿元、6047.57万元；融 资余额减少金额较多的有广大特材、影石创新、德龙激光等，分别减少5506.50万元、3867.30万元、 1655.77万元。 7月9日科创板换手率居前个股 | 代码 | 简称 | 最 ...

Market Overview - The net outflow of main funds in the Shanghai and Shenzhen markets reached 38.536 billion yuan, with the Sci-Tech Innovation Board experiencing a net outflow of 3.036 billion yuan [1] - A total of 202 stocks saw net inflows, while 385 stocks experienced net outflows [1] Sci-Tech Innovation Board Performance - On the Sci-Tech Innovation Board, 180 stocks rose, with three stocks hitting the daily limit, while 403 stocks declined [1] - The stock with the highest net outflow was Cambrian, which saw a net outflow of 229 million yuan and a decline of 1.43% [1] Fund Flow Analysis - Among the stocks with net inflows, the top three were Hotgen Biotech with a net inflow of 129.6752 million yuan, followed by Huyou Pharmaceutical and Daqo New Energy with inflows of 59.8489 million yuan and 56.8139 million yuan respectively [2] - A total of 35 stocks have seen continuous net inflows for more than three trading days, with Baili Tianheng leading at 11 consecutive days of inflow [2] Continuous Fund Flow - The stock with the longest continuous net outflow is Guangda Special Materials, which has seen outflows for 13 consecutive trading days [2] - The continuous inflow and outflow trends indicate investor sentiment and potential future performance of these stocks [2] Key Stocks and Their Performance - The top stocks by net inflow include: - Hotgen Biotech: 129.6752 million yuan, 5.97% increase - Huyou Pharmaceutical: 59.8489 million yuan, 2.93% increase - Daqo New Energy: 56.8139 million yuan, 0.75% increase [2][3] - Stocks with significant net outflows include: - Cambrian: 229 million yuan, 1.43% decrease - Chipone: 182 million yuan, 1.34% decrease [1][2] Summary of Stock Movements - The overall market sentiment appears cautious, with significant outflows from certain stocks indicating potential concerns among investors [1][2] - The performance of stocks on the Sci-Tech Innovation Board reflects a mixed sentiment, with some stocks gaining traction while others face declines [1][2]

Core Viewpoint - The innovative drug sector experienced a rebound, with CXO direction leading the gains, as several companies saw significant stock price increases, indicating growing confidence in China's innovative drug capabilities on the international stage [1] Group 1: Market Performance - Companies such as Puris, Medici, Jiuzhitang, Sali Medical, Huanyu Pharmaceutical, and Shanghai Yizhong all reported stock price increases, with Puris rising over 10% and others exceeding 6% [1] Group 2: Industry Insights - CICC released a report highlighting that the recent disclosures of numerous clinical data at ASCO, along with significant business development (BD) deals represented by Sanofi, further confirm the international competitiveness of Chinese innovative drugs [1] - The upcoming ESMO conference and the data disclosures surrounding it are expected to positively catalyze the innovative drug sector [1]

分行业看，今日换手率超5%的个股中，所属医药生物行业个股最多，有21只个股上榜；电子、机械设 备等紧随其后，分别有15只、9只个股上榜。 资金流向方面，高换手率个股中，有32股今日获主力资金净流入，净流入金额较多的有汇宇制药、热景 生物、大全能源，净流入金额分别为1.19亿元、7962.57万元、5574.89万元，净流出金额较多的有源杰 科技、炬芯科技、容百科技，净流出金额分别为8245.35万元、8241.45万元、7090.39万元。 从杠杆资金动向看，高换手个股中，共50股近期获杠杆资金净买入，统计显示，截至7月3日，近5日融 资余额增加较多的有科兴制药、微芯生物、瑞可达等，分别增加9752.37万元、9261.48万元、7635.42万 元；融资余额减少金额较多的有荣昌生物、海博思创、广大特材等，分别减少6023.81万元、5671.12万 元、3749.73万元。 科创50指数今日下跌0.01%，报收984.80点，科创板全日成交量29.73亿股，成交额1024.15亿元，加权平 均换手率为1.67%。 证券时报·数据宝统计显示，今日可交易科创板股中，126只股收盘上涨，涨幅超过10%的有5只，涨 ...

重组蛋白概念资金流入榜 | 代码 | 简称 | 今日涨跌幅 | 今日换手率 | 主力资金流量（万 | 主力资金净流入比率 | | --- | --- | --- | --- | --- | --- | | | | （%） | （%） | 元） | （%） | | 600645 | 中源协 和 | 9.99 | 7.64 | 18294.13 | 20.01 | | 688553 | 汇宇制 药 | 18.79 | 14.20 | 11878.05 | 12.48 | | 688068 | 热景生 物 | 20.00 | 5.68 | 7962.57 | 8.09 | | 688136 | 科兴制 药 | 1.94 | 5.11 | 4167.93 | 8.39 | | 688266 | 泽璟制 药 | -0.36 | 0.86 | 1695.38 | 6.40 | | 688131 | 皓元医 药 | 3.26 | 3.96 | 1398.18 | 3.33 | | 600420 | 国药现 | 1.48 | 1.67 | 1387.71 | 5.66 | | --- | --- | --- | --- | ...

截至7月4日收盘，创新药概念上涨0.72%，位居概念板块涨幅第9，板块内，108股上涨，广生堂、热景 生物等20%涨停，京新药业、海正药业、塞力医疗等涨停，汇宇制药、神州细胞、荣昌生物等涨幅居 前，分别上涨18.79%、16.46%、10.65%。跌幅居前的有昂利康、珍宝岛、海辰药业等，分别下跌 7.81%、3.95%、3.94%。 今日涨跌幅居前的概念板块 | 概念 | 今日涨跌幅（%） | 概念 | 今日涨跌幅（%） | | --- | --- | --- | --- | | 阿尔茨海默概念 | 1.80 | 中船系 | -2.92 | | 跨境支付(CIPS) | 1.72 | 太赫兹 | -2.32 | | 数字货币 | 1.35 | 固态电池 | -2.26 | | 蚂蚁金服概念 | 1.26 | 钠离子电池 | -2.24 | | 电子身份证 | 0.90 | 金属镍 | -2.22 | | 移动支付 | 0.82 | 有机硅概念 | -2.21 | | 重组蛋白 | 0.80 | 稀土永磁 | -2.17 | | 脑机接口 | 0.74 | 噪声防治 | -2.10 | | 创新药 | 0.72 ...

Market Performance - The Sci-Tech Innovation Board (STAR Market) index rose by 0.24%, closing at 984.95 points, with a total trading volume of 2.701 billion shares and a turnover of 90.146 billion yuan, resulting in a weighted average turnover rate of 1.52% [1] - Among the tradable stocks on the STAR Market, 365 stocks closed higher, with 5 stocks increasing by over 10% and 30 stocks rising between 5% and 10%. Conversely, 208 stocks closed lower [1] Turnover Rate Analysis - The distribution of turnover rates shows that 2 stocks had turnover rates exceeding 20%, 11 stocks had rates between 10% and 20%, 44 stocks had rates between 5% and 10%, 72 stocks had rates between 3% and 5%, 294 stocks had rates between 1% and 3%, and 165 stocks had rates below 1% [1] - The stock with the highest turnover rate was Xinyuren, which closed up by 4.80% with a turnover rate of 33.00% and a transaction amount of 594 million yuan. Huasheng Lithium Battery followed with a 15.36% increase and a turnover rate of 21.64% [1] Sector Performance - In terms of industry performance, the pharmaceutical and biotechnology sector had the most stocks with a turnover rate exceeding 5%, totaling 14 stocks. The electronics and power equipment sectors followed with 13 and 10 stocks, respectively [2] Capital Flow - Among the high turnover stocks, 34 stocks experienced net inflows of main funds, with the highest net inflows recorded for Bolite, Kexing Pharmaceutical, and Huiyu Pharmaceutical, amounting to 131 million yuan, 74.062 million yuan, and 60.026 million yuan, respectively [2] - Conversely, the stocks with the largest net outflows included Huicheng Co., Daqian Energy, and Sunshine Nuohe, with net outflows of 76.657 million yuan, 56.088 million yuan, and 45.416 million yuan, respectively [2] Leverage Fund Movements - A total of 47 stocks received net purchases from leveraged funds, with notable increases in financing balances for Tailin Micro, Daqian Energy, and Kexing Pharmaceutical, which saw increases of 108 million yuan, 6.698 million yuan, and 6.592 million yuan, respectively [2] - Stocks with significant decreases in financing balances included Rongchang Biological, Sunshine Nuohe, and Liyuanheng, with decreases of 115 million yuan, 21.505 million yuan, and 12.791 million yuan, respectively [2]

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]

Group 1 - The innovation drug sector is experiencing significant growth, with the ChiNext Index rising by 1% and the Shanghai Composite Index increasing by 0.18% [1] - The Tianhong Innovation Drug ETF (517380) has seen a 1.82% increase, making it the top-performing ETF in the market, with a notable net inflow of over 37 million yuan from June 26 to July 2 [1] - The Tianhong Innovation Drug ETF is the largest in the market, covering both A-shares and Hong Kong stocks, and tracks the Hang Seng Shanghai-Hong Kong Innovation Drug Selected 50 Index, which includes high-quality stocks like Innovent Biologics and BeiGene [1] Group 2 - CITIC Securities emphasizes the acceleration of innovation drug development supported by policy, suggesting that embracing innovation-driven strategies and internationalization will be key investment directions for the second half of 2025 [2] - Pacific Securities highlights the importance of market pricing power and the impact of liquidity on the pharmaceutical sector, particularly in AI healthcare and innovation drugs, with a focus on biotech catalysts [2] - The domestic companies are leading in dual-antibody ADCs, TYK2 inhibitors, GKA agonists, and pan-KRAS inhibitors, which are expected to enter a critical validation phase for their pipelines [2]

Group 1: Index and Market Trends - The Hang Seng Hong Kong Stock Connect Innovative Drug Index will be revised to exclude CXO companies, focusing solely on innovative drug firms, achieving a 100% purity in its index composition [1] - This adjustment is expected to increase the weight of Hong Kong innovative drug companies in the index, better reflecting the core trends and valuation logic of the innovative drug industry [1] Group 2: Company Developments - Heng Rui Medicine received approval from the National Medical Products Administration for its innovative drug SHR0302 for treating severe alopecia areata, marking a significant advancement in domestic JAK1 inhibitors [2] - The approval addresses a substantial patient population in China, with approximately 3.49 million alopecia areata patients reported in 2021, highlighting the unmet medical need in this area [2] - Huiyu Pharmaceutical's TCE tri-antibody drug HY05350 has received clinical trial approval for treating advanced solid tumors, showcasing the company's capabilities in innovative drug development [3] - Han Yu Pharmaceutical expects a net profit of 142 to 162 million yuan for the first half of 2025, driven by strong global market demand and successful product approvals, indicating a recovery from previous losses [4] - The company's performance is significantly influenced by a few products in overseas markets, raising questions about future sustainability [4]