| | 电 | | | | | | | --- | --- | --- | --- | --- | --- | --- | | 688670 | 金迪克 | 15.05 | 3.91 | 23.07 | 24.69 | 7.01 | | 002729 | 好利科 技 | 10.02 | 8.84 | 15.49 | 16.58 | 7.01 | | 300565 | 科信技 术 | 10.70 | 14.41 | 11.99 | 12.83 | 6.97 | 11月25日突破五日均线个股乖离率排名 （文章来源：证券时报网） 证券时报·数据宝统计，截至今日上午10:31，上证综指3876.57点，收于五日均线之下，涨跌幅1.04%， A股总成交额为8534.13亿元。到目前为止，今日有2184只A股价格突破了五日均线，其中乖离率较大的 个股有禾信仪器、天润科技、长光华芯等，乖离率分别为14.01%、11.57%、9.61%；珠城科技、赛腾股 份、瑞晟智能等个股乖离率较小，刚刚站上五日均线。 | 证券代 | 证券简 | 今日涨跌幅 | 今日换手率 | 五日均线 | 最新价 | 乖离率 | | --- | --- ...

（文章来源：证券时报网） 科创板个股中，截至发稿上涨的共有550只，涨幅在10%以上的共有16只，除金迪克之外，涨停的还有 德科立、长光华芯、禾信仪器等，下跌的有37只，跌幅较大的有菱电电控、华曙高科、品茗科技，分别 下跌8.10%、8.03%、6.38%。 资金面上，金迪克上一交易日主力资金净流入157.71万元，近5日净流出3045.58万元。 融资融券数据显示，该股最新（11月24日）两融余额为4121.53万元，其中，融资余额为4121.53万元， 较上一个交易日减少284.79万元，降幅为6.46%；近10日两融余额合计增加1820.34万元，增幅为 79.10%，其间融资余额增长79.10%。（数据宝） 11月25日盘中科创板股金迪克涨停，截至11:15，股价报25.75元，成交1.98亿元，换手率6.75%，振幅 18.69%。 ...

Market Overview - The biopharmaceutical sector experienced a decline of 3.1% on November 21, with Jindike leading the drop [1] - The Shanghai Composite Index closed at 3834.89, down 2.45%, while the Shenzhen Component Index closed at 12538.07, down 3.41% [1] Individual Stock Performance - Notable stock performances included: - Teabo Bio (688278) closed at 78.36, up 0.72% with a trading volume of 19,100 and a turnover of 150 million [1] - Wanze Co. (000534) closed at 20.26, up 0.55% with a trading volume of 226,200 and a turnover of 464 million [1] - Jindike (688670) closed at 20.87, down 10.47% with a trading volume of 69,100 and a turnover of 149 million [2] - Sanyuan Gene (920344) closed at 25.60, down 7.15% with a trading volume of 23,100 and a turnover of 60.83 million [2] Capital Flow Analysis - The biopharmaceutical sector saw a net outflow of 1.125 billion from institutional investors, while retail investors had a net inflow of 902 million [2][3] - The capital flow for individual stocks indicated varying trends, with some stocks experiencing significant net outflows from institutional investors [3]

Core Viewpoint - The Chinese Vaccine Industry Association has issued an initiative to combat "involution" competition in the vaccine sector, aiming to promote high-quality development and establish a healthy competitive environment in the industry [1][2]. Group 1: Initiative Details - The initiative mandates all members of the Chinese Vaccine Industry Association to adhere to the Vaccine Administration Law and the Price Law of the People's Republic of China, ensuring fair and legal pricing based on production costs and market demand [1]. - Members are required to resist disorderly low-price competition and are prohibited from participating in bidding with prices below cost, thereby ensuring product and service quality standards [1][2]. Group 2: Industry Context - The association currently has over 330 member units and 35 branches, encompassing major vaccine and biological product companies, as well as upstream and downstream service providers in the biopharmaceutical industry [4]. - A price war has emerged in the public market, with significant price drops observed. For instance, the bid price for a trivalent flu vaccine from Shanghai Biological Products Research Institute was set at 5.5 yuan per dose in September, marking a new low in the public flu vaccine market [4]. - The price of a bivalent HPV vaccine from Watson Bio was reduced to 27.5 yuan per dose in a procurement project, humorously compared to the cost of a cup of milk tea [4]. Group 3: Financial Impact - The price war reflects a phenomenon of homogenized competition within the industry, leading to financial pressure on vaccine companies. In the first three quarters of this year, 10 out of 14 listed vaccine companies reported a year-on-year decline in net profit [5]. - Notably, five companies, including Zhifei Biological Products and Kanglaite, reported significant losses, totaling over 12 billion yuan for Zhifei alone [5]. - Industry insiders have expressed concerns that some companies are engaging in price wars to survive or capture market share, hoping for further national measures to address the issue of "involution" [5].

Market Overview - The biopharmaceutical sector experienced a decline of 1.47% on November 19, with Jindike leading the drop [1] - The Shanghai Composite Index closed at 3946.74, up 0.18%, while the Shenzhen Component Index closed at 13080.09, unchanged [1] Individual Stock Performance - Notable gainers included *ST Sihuan, which rose by 1.15% to a closing price of 2.63, and Teabo Bio, which increased by 0.91% to 77.78 [1] - Significant decliners included Jindike, which fell by 6.60% to 25.03, and Hualan Store, down 5.98% to 22.80 [2] Trading Volume and Value - The trading volume and value for key stocks in the biopharmaceutical sector were highlighted, with Anke Bio recording a volume of 210,100 hands and a transaction value of 218 million [1] - Jindike had a trading volume of 95,600 hands and a transaction value of 237 million [2] Capital Flow Analysis - The biopharmaceutical sector saw a net outflow of 911 million from institutional investors, while retail investors contributed a net inflow of 845 million [2] - The capital flow for individual stocks showed that Changchun High-tech had a net inflow of 8.84 million from institutional investors, while it experienced a net outflow of 10.70 million from speculative funds [3]

Core Insights - The biopharmaceutical sector experienced a decline of 0.98% on November 18, with He Yuan Bio leading the drop [1] - The Shanghai Composite Index closed at 3939.81, down 0.81%, while the Shenzhen Component Index closed at 13080.49, down 0.92% [1] Stock Performance Summary - Notable gainers included: - Aopu Mai (688293) with a closing price of 58.80, up 3.38% on a trading volume of 15,900 shares and a transaction value of 93.39 million [1] - Jin Hu Ke (688670) at 26.80, up 2.88% with a volume of 116,300 shares and a transaction value of 319 million [1] - Te Bao Bio (688278) at 77.08, up 1.22% with a volume of 10,800 shares and a transaction value of 82.57 million [1] - Notable decliners included: - Bu Yuan Bio (688765) at 79.95, down 3.89% with a volume of 56,800 shares and a transaction value of 458 million [2] - San Sheng Guo Jian (688336) at 67.60, down 3.87% with a volume of 68,100 shares and a transaction value of 469 million [2] - Wo Wu Bio (300357) at 31.77, down 3.23% with a volume of 77,900 shares and a transaction value of 250 million [2] Capital Flow Analysis - The biopharmaceutical sector saw a net outflow of 981 million from institutional investors, while retail investors contributed a net inflow of 819 million [2] - Key stocks with significant capital flow included: - Hua Lan Vaccine (301207) with a net inflow of 48.51 million from institutional investors [3] - Rong Chang Bio (688331) with a net inflow of 23.62 million from institutional investors [3] - Jin Ke (688670) with a net inflow of 5.53 million from institutional investors [3]

Core Insights - The ChiNext 100 Index rose by 0.4%, while the ChiNext Composite Index fell by 0.2%, the ChiNext 50 Index decreased by 0.5%, and the ChiNext Growth Index dropped by 0.9% [1] Sector Performance - The software sector saw most stocks rise, with BoRui Data hitting the daily limit, and PingGao Co. and StarRing Technology increasing by over 11% [1] - The lithium battery sector experienced fluctuations but trended upwards, with Rongbai Technology hitting the daily limit, Zhenhua New Materials rising over 10%, JiaYuan Technology increasing by over 5%, and Xiamen Tungsten New Energy up by over 3% [1] - The innovative drug sector faced a general decline, with Kexing Pharmaceutical and Jindike dropping over 7% [1] Fund Flow - The ChiNext 50 ETF (588080) saw a net inflow of 240 million yuan in the previous trading day [1]

Core Viewpoint - The stock of Shuoshi Biotechnology fell nearly 15% in the afternoon, with several other companies including Anglikang, Wanbangde, Kanglong Huacheng, Meidixi, Haoyuan Pharmaceutical, Jindike, and Jinshiyao also experiencing declines of over 5% [1] Company Performance - Shuoshi Biotechnology's stock decline of nearly 15% indicates significant market volatility [1] - Other companies in the sector, such as Anglikang and Wanbangde, also faced notable stock price drops, suggesting a broader trend affecting multiple firms [1] - The overall performance of the biotechnology sector appears to be under pressure, as indicated by the collective decline of several key players [1]

Investment Rating - The report does not explicitly state an investment rating for the industry [2][19]. Core Views - The pharmaceutical and biotechnology sector saw a weekly increase of 3.29%, outperforming the Wind All A index (-0.47%) and the CSI 300 index (-1.08%) during the week of November 10-14, 2025 [3][8]. - Local governments are actively implementing policies to support innovative drug development, with Chongqing aiming to approve 1-3 new drugs annually by 2027 [3][13]. - Flu activity is on the rise, with the percentage of flu-like illness cases reported in southern provinces reaching 5.5%, higher than the previous week and the same period in 2022 and 2024 [3][13]. Market Weekly Review - The pharmaceutical and biotechnology sector increased by 3.29%, with all sub-sectors recovering. The leading sub-sectors included pharmaceutical distribution (5.92%), in vitro diagnostics (5.91%), and raw materials (5.09%) [3][8]. - Notable stock performances included Jindike (61.6%), Renmin Tongtai (61.1%), and Chengda Pharmaceutical (58.3%) with significant gains, while *ST Changyao (-33.6%) and Zhend Medical (-11.3%) faced substantial declines [3][11]. Industry News and Key Company Announcements - On November 14, Chongqing's government announced comprehensive support measures for innovative drug development, including funding for research and expedited ethical review processes [3][13]. - Merck announced a $9.2 billion acquisition of Cidara Therapeutics, expected to close in Q1 2026 [3][13]. - Adicon acquired Crown Bioscience for $204 million, aiming to enhance its integrated service platform [3][13]. - Laika Pharmaceuticals entered an exclusive licensing agreement with Qilu Pharmaceutical for LAE002, with potential payments totaling RMB 25.75 billion [3][14]. - Lyell Immunopharma announced a global licensing agreement for LYL273, with significant milestone payments and royalties [3][15]. - MeiraGTx Holdings entered a strategic collaboration with Eli Lilly for gene therapy projects, with upfront and milestone payments exceeding $400 million [3][15].

Group 1 - A total of 18 stocks experienced a price increase of over 40% during the week of November 10 to November 14, with 11 stocks rising over 50% [1] - Huasheng Lithium Battery topped the weekly gainers with a remarkable increase of 79.61% [1] - Other notable gainers included Haike Xinyuan, Jindike, and Furui Shares, with weekly increases of 71.38%, 61.65%, and 61.23% respectively [1] Group 2 - On the downside, 5 stocks recorded a decline of over 20% during the same week, with *ST Changyao leading the losses at 33.62% [1] - Haitan Shares and Degute experienced declines of 29.01% and 24.65% respectively [1]