基金最新调仓动向曝光，654只股基金新进持有，其中，基金新建仓比例超3%的共有12只股。 根据刚刚披露完毕的基金去年四季报，2977只股票出现在基金重仓股名单。调仓动向显示，654只股新 进基金重仓股名单，增持个股1128只，减持1170只，24只股持股量环比上一季度未发生变化。 基金新进且高比例持有个股中，2股为近半年内上市的次新股，百奥赛图上市日期为2025年12月10日， 最新现身53家基金重仓股名单，合计持股量为773.42万股，占流通股比例为21.55%；必贝特-U上市日期 为2025年10月28日，重仓基金共有72家，合计持股量为173.78万股，占流通股比例为3.74%。 从重仓基金家数看，基金高比例新建仓个股中，基金家数最多的是必贝特-U，共有72家基金抱团持 有，百奥赛图、星图测控、超捷股份等分别获53家、30家、25家基金重仓。 市场表现方面，基金高比例新进股去年四季度以来平均上涨58.85%，其中，上涨的有12只，涨幅居前 的有超捷股份、前沿生物-U、力星股份（300421）等，涨幅分别为285.08%、80.32%、77.77%。 公布2025年业绩预告的共有2只，业绩预告类型来看，预 ...

证券之星消息，1月21日医疗服务板块较上一交易日上涨0.18%，南模生物领涨。当日上证指数报收于 4116.94，上涨0.08%。深证成指报收于14255.12，上涨0.7%。医疗服务板块个股涨跌见下表： 从资金流向上来看，当日医疗服务板块主力资金净流入5050.97万元，游资资金净流入3.24亿元，散户资 金净流出3.75亿元。医疗服务板块个股资金流向见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | --- | --- | --- | --- | --- | --- | | 688265 | 南模生物 | 49.79 | 7.01% | 2.00万 | i 9802.06万 | | 300683 | 海特生物 | 29.67 | 5.74% | 10.78万 | 3.22 Z | | 300244 | 迪安诊断 | 26.46 | 5.59% | 79.63万 | 21.30亿 | | 600568 | ST中珠 | 2.64 | 5.18% | 37.65万 | 9806.43万 | | 600763 | 通策医疗 | 46.51 | 4.99% | 19. ...

Core Viewpoint - The company has successfully localized its AI-driven antibody drug development platform, enhancing collaboration with its core business, the "Thousand Mice and Ten Thousand Antibodies" initiative [1] Group 1: Company Developments - The company’s stock has seen a significant increase, rising nearly 7% and currently trading at 39.72 HKD with a transaction volume of 28.32 million HKD [1] - The localization of the AI platform aims to build an intelligent system for antibody drug development, which is expected to improve efficiency in preclinical PCC molecule development for global pharmaceutical partners [1] Group 2: Strategic Initiatives - The integration of the "Thousand Mice and Ten Thousand Antibodies" plan with the AI system is ongoing, which will provide pharmaceutical companies with more efficient research tools and a richer library of antibody molecules [1] - This strategic move is anticipated to propel the antibody discovery business into a new phase of development [1]

Core Viewpoint - Baiaosaitu-B (02315) has seen a significant increase in stock price, rising nearly 7% and currently trading at 39.72 HKD, with a transaction volume of 28.32 million HKD. The company has completed the localization of its AI-driven antibody drug development platform, enhancing synergy with its core business, the "Thousand Mice and Ten Thousand Antibodies" initiative [1]. Group 1 - The company has successfully localized its AI-driven antibody drug development platform [1]. - The integration of the AI system with the "Thousand Mice and Ten Thousand Antibodies" plan is ongoing, which is expected to provide more efficient research tools and a richer antibody molecule library for global pharmaceutical companies [1]. - This development aims to improve the efficiency of preclinical PCC molecule research for pharmaceutical partners, marking a new phase in the antibody discovery business [1].

Core Viewpoint - 62 companies listed on the Sci-Tech Innovation Board have provided earnings forecasts for 2025, with 21 companies expecting losses, 20 expecting profit increases, 14 expecting reduced losses, 5 expecting profit declines, and 2 expecting profits [1]. Group 1: Earnings Forecasts - Among the 62 companies, 20 are expected to increase profits, and 2 are expected to be profitable, resulting in a total of 35.48% of companies reporting positive forecasts [1]. - The companies with the highest expected profit growth include Baiwei Storage with a median profit increase of 473.71%, followed by Zhongke Lanyun at 371.51% and Baiaosaitu at 303.57% [1][3]. - Industries with significant profit growth include electronics, machinery, and biomedicine, with 7, 4, and 3 companies respectively showing profit increases of over 50% [1]. Group 2: Stock Performance - Sci-Tech Innovation Board stocks with high earnings growth have averaged a 17.21% increase in stock price this year [1]. - Baiwei Storage has seen the largest stock price increase of 65.85%, followed by Qiangyi Co. and Oke Yi with increases of 45.25% and 30.53% respectively [1]. Group 3: Capital Flow - In terms of capital flow, stocks with significant earnings growth have seen net inflows, with Lankai Technology, Dingtong Technology, and Baiwei Storage receiving net inflows of 569 million, 342 million, and 199 million respectively over the past five days [2]. - Conversely, stocks like Qiangyi Co., Zhongke Lanyun, and Baiaosaitu have experienced net outflows of 185 million, 114 million, and 99.92 million respectively [2].

Core Insights - 56 companies on the Sci-Tech Innovation Board have issued performance forecasts for 2025, with 18 expecting losses, 18 expecting profit increases, 13 expecting reduced losses, 5 expecting profit declines, and 2 expecting profits [1] Group 1: Performance Forecasts - 35.71% of the companies forecast positive performance, with 18 companies expecting profit increases and 2 expecting profits [1] - Among the companies forecasting profit increases, 8 expect a net profit growth of over 100%, while 6 expect growth between 50% and 100% [1] - The company with the highest expected net profit growth is Baiwei Storage, with a median increase of 473.71% [3] Group 2: Industry Performance - Companies expecting net profit growth of over 50% are primarily in the electronics, pharmaceutical, and machinery sectors, with 7, 3, and 2 companies respectively [1] - The average increase in stock prices for high-growth companies this year is 17.77%, with Baiwei Storage leading at a 52.70% increase [1] Group 3: Capital Flow - In terms of capital flow, the stocks with significant net inflows over the past 5 days include Dingtong Technology, Oke Yi, and Kejie Intelligent, with net inflows of 277 million, 6.3 million, and 3.8 million respectively [2] - Conversely, stocks with high net outflows include Lankai Technology, Zhongke Lanyun, and Qiangyi Co., with net outflows of 217 million, 19 million, and 8.7 million respectively [2] Group 4: Individual Company Forecasts - The top companies by expected net profit growth include: - Baiwei Storage: 473.71% [3] - Zhongke Lanyun: 371.51% [3] - Baiaosaitu: 303.57% [3] - Companies expecting losses include: - Rongbai Technology: -157.45% [5] - Jinge Energy: -173.14% [5] - Tianhe Technology: -105.08% [5]

Core Viewpoint - 48 companies on the Sci-Tech Innovation Board have provided earnings forecasts for 2025, with 18 companies expecting losses, 16 expecting profit increases, 9 expecting reduced losses, 4 expecting profit declines, and 1 expecting profits [1] Group 1: Earnings Forecasts - 35.42% of the companies forecast positive earnings, with 16 companies expecting profit increases and 1 company expecting profits [1] - Among the companies forecasting profit increases, 6 companies expect a net profit growth of over 100%, while 5 companies expect growth between 50% and 100% [1] - The company with the highest expected net profit growth is Baiwei Storage, with a median increase of 473.71% [1] - Other notable companies include Zhongke Lanyun and Baiaosaitu, with expected net profit growths of 371.51% and 303.57% respectively [1] Group 2: Industry Performance - Companies expecting net profit growth of over 50% are primarily in the electronics, pharmaceutical, and machinery sectors, with 6, 3, and 2 companies respectively [1] - The average increase in stock prices for high-growth companies this year is 21.33%, with Baiwei Storage leading at a 60.29% increase [1] Group 3: Capital Flow - In terms of capital flow, the stocks with significant net inflows over the past 5 days include Baiwei Storage (¥4.81 billion), Lankai Technology (¥3.06 billion), and Qiangyi Co. (¥855.97 million) [2] - Conversely, companies with high net outflows include Zhongke Lanyun (¥1.85 billion), Xinpengwei (¥1.07 billion), and Nami Technology (¥630.19 million) [2] Group 4: Detailed Earnings Forecasts - Detailed earnings forecasts for specific companies include: - Baiwei Storage: 473.71% increase [3] - Zhongke Lanyun: 371.51% increase [3] - Baiaosaitu: 303.57% increase [3] - Shengnuo Biological: 242.48% increase [3] - KJ Intelligent: 154.16% increase [3] - Companies expecting reduced losses include: - Daqian Energy: 57.69% reduction [4] - Muxi Co.: 54.22% reduction [4] - Companies forecasting losses include: - Rongbai Technology: -157.45 million [5] - JY Intelligent: -173.14 million [5]

Summary of Key Points Core Viewpoint - 29 companies listed on the Sci-Tech Innovation Board have provided earnings forecasts for 2025, with 14 companies expecting losses, 9 companies expecting profit increases, 4 companies expecting reduced losses, and 2 companies expecting profit declines [1]. Group 1: Earnings Forecast Overview - Among the 29 companies, 31.03% (9 companies) are expected to report profit increases [1]. - The companies forecasting profit increases include 3 companies with a median net profit growth exceeding 100% [1]. - The highest expected net profit growth is from Baiwei Storage, with a median increase of 473.71% [2]. Group 2: Individual Company Forecasts - The top three companies by expected net profit growth are: - Baiwei Storage (Code: 688525) with a median increase of 473.71% in the electronics sector [2]. - Zhongke Lanyun (Code: 688332) with a median increase of 371.51% in the electronics sector [2]. - Baiaosaitu (Code: 688796) with a median increase of 303.57% in the pharmaceutical and biological sector [2]. Group 3: Companies Expecting Losses - 14 companies are forecasting losses, with notable declines including: - Rongbai Technology (Code: 688005) with a forecasted loss of -157.45% in the power equipment sector [2]. - Qin Chuan Internet of Things (Code: 688528) with a forecasted loss of -68.62% in the machinery sector [2]. - Zhongkong Technology (Code: 688777) with a forecasted decline of -57.46% in the machinery equipment sector [2].

Core Viewpoint - BaiO Saite-B (02315.HK) experienced a significant price increase, rising over 12% at one point and accumulating approximately 30% growth over the past three days [1] Company Performance - As of the latest update, BaiO Saite-B's stock price is at 45.64 HKD, reflecting a gain of 6.74% [1] - The trading volume reached 28.18 million HKD [1]

Core Viewpoint - The stock of Baiaosaitu-B (02315) has increased over 12% and approximately 30% in the last three days, indicating strong market interest and positive sentiment towards the company's developments [1] Group 1: Company Developments - Baiaosaitu has completed the localization deployment of its AI-driven antibody drug research platform, which is now fully integrated with its core business, the "Thousand Mice and Ten Thousand Antibodies" program [1] - The company is building an AI intelligence system for antibody drug development, which aims to provide global pharmaceutical companies with more efficient research tools and a richer library of antibody molecules [1] - The ongoing integration of the "Thousand Mice and Ten Thousand Antibodies" program with the AI system is expected to enhance the efficiency of preclinical PCC molecule development for pharmaceutical partners, marking a new phase in antibody discovery business [1] Group 2: Strategic Partnerships - Baiaosaitu has entered into an option and licensing agreement with Yushibo to systematically evaluate the BsADC (bispecific antibody-drug conjugate) project through a structured assessment mechanism [1] - This partnership aims to accelerate the development process of BsAD2C (bispecific antibody dual drug conjugate) [1]