12月18日，三大指数涨跌不一，上证指数涨0.16%，深证成指跌1.29%，创业板指跌2.17%，科创50跌1.46%。两市超过2700只股票飘红，两市成交额也达到 了约1.66万亿元。 医药商业板块卷土重来，华人健康（301408.SZ）、漱玉平民（301017.SZ）涨20%，一心堂（002727.SZ）涨10%，人民同泰（600829.SH）、开开实业 （600272.SH）、海王生物（000078.SZ）、药易购（300937.SZ）上涨。 消息面，蚂蚁集团近日宣布旗下AI健康应用AQ品牌升级为"蚂蚁阿福"，并发布App新版本，升级健康陪伴、健康问答、健康服务三大功能。升级后的"蚂蚁 阿福"聚焦"健康+"战略，定位从AI工具转向AI健康朋友，能够像真人朋友一样，帮助用户管理自身和家人健康。 此外，业内人士指出，流感病毒的高传染性催生用药刚需，抗病毒药物（如奥司他韦等）需求提升；退烧药、止咳化痰药等对症品类则随轻症患者自我药疗 需求激增。同时，公众对防护的重视推高口罩、消毒液、免洗凝胶等消杀产品的复购率，零售药店有望从中受益。 商业航天继续活跃，天银机电（300342.SZ）涨超16%，航天环宇（688 ...

New Stock Issuance - The new stock "健信超导" (code: 787805) is issued at a price of 18.58[1] - The new stock "昂瑞微" (code: 688790) is listed at a price of 83.06[1] Rights Issues and Offers - "荃银高科" (code: 300087) has a tender offer period from December 4, 2025, to January 5, 2026[1] - "天普股份" (code: 605255) has a tender offer period from November 20, 2025, to December 19, 2025[1] Delisting and Trading Alerts - "退市苏吴" (code: 600200) has 10 trading days remaining until the last trading day[1] - "ST广道" (code: 920680) has 12 trading days remaining until the last trading day[1] Stock Performance Alerts - "赛微电子" (code: 300456) has reported severe abnormal fluctuations[1] - "ST立方" (code: 300344) has also reported severe abnormal fluctuations[1]

以上内容为证券之星据公开信息整理，由AI算法生成（网信算备310104345710301240019号），不构成投资建议。 从资金流向上来看，当日医药商业板块主力资金净流出3.56亿元，游资资金净流出3613.06万元，散户资 金净流入3.92亿元。医药商业板块个股资金流向见下表： 证券之星消息，12月12日医药商业板块较上一交易日下跌0.97%，海王生物领跌。当日上证指数报收于 3889.35，上涨0.41%。深证成指报收于13258.33，上涨0.84%。医药商业板块个股涨跌见下表： ...

New Stock Issuance - Tian Su Measurement (证券代码: 301449) issued at a price of 36.80[1] - Xi Hua Technology (证券代码: 732248) issued at a price of 10.10[1] Tender Offer Periods - Tender offer for Quan Yin Gao Ke (证券代码: 300087) from December 4, 2025, to January 5, 2026[1] - Tender offer for Tian Pu Shares (证券代码: 605255) from November 20, 2025, to December 19, 2025[1] Trading Alerts - *ST Guang Dao (证券代码: 920680) has 13 trading days remaining until the last trading day[1] - *ST Su Wu (证券代码: 600200) has 11 trading days remaining until the last trading day[1] Abnormal Fluctuations - Sai Wei Electronics (证券代码: 300456) reported severe abnormal fluctuations[1] - Other stocks with abnormal fluctuations include *ST Li Fang (证券代码: 300344) and *ST Zheng Ping (证券代码: 603843)[1]

Group 1: New Stock Offerings - 荃银高科 (300087) has a tender offer period from December 4, 2025, to January 5, 2026[1] - 天普股份 (605255) has a tender offer period from November 20, 2025, to December 19, 2025[1] Group 2: Delisting and Trading Alerts - *ST广道 (920680) has 14 trading days remaining until the last trading day[1] - 退市苏吴 (600200) has 12 trading days remaining until the last trading day[1] Group 3: Stock Performance Alerts - 赛微电子 (300456) reported severe abnormal fluctuations[1] - 梦天家居 (603216) has an announcement dated December 3, 2025, regarding stock performance[1] Group 4: Other Notable Stocks - 海欣食品 (002702) has an announcement dated December 10, 2025[1] - 海王生物 (000078) has an announcement dated December 8, 2025[1]

Core Insights - The pharmaceutical and biotechnology index experienced a decline of 0.64% during the week, underperforming the Shanghai Composite Index by 1.34 percentage points, ending a two-week upward trend [4] - The National Healthcare Security Administration released the 2025 National Basic Medical Insurance Drug List, which included 114 products, achieving a success rate of 88% in negotiations, the highest in recent years [5] - The launch of the commercial health insurance innovative drug list included 19 drugs, complementing the basic medical insurance list and indicating a shift towards a multi-tiered healthcare system in China [5][19] Weekly Market Performance - The A-share market saw significant gains for Haiwang Bio, which rose by 71.20%, while Zhongsheng Pharmaceutical increased by 15.56% [2] - In the Hong Kong market, Jinxin Reproductive Medicine and Boan Biotechnology saw increases of 7.53% and 8.62%, respectively [2] Clinical Trials and Innovations - Kangfang Biopharma's dual-antibody drug, Kadunilumab, has initiated a Phase II clinical trial for esophageal squamous cell carcinoma, a prevalent cancer type in China [13][14] - A clinical trial for a gout treatment, polyethylene glycol-uricase injection (HZBio1), has also commenced, targeting patients with poorly controlled uric acid levels [17][18] New Drug Developments - Baoyi Pharmaceutical's stock surged nearly 140% on its first trading day, with a market capitalization of HKD 20.5 billion, despite a significant net loss of CNY 183 million in the first half of 2025 [6][7] - The company has 12 self-developed products, with SJ02 being the first long-acting FSH-CTP product approved in China [7] Industry Trends - The trend of "innovation + internationalization" remains a core direction for the pharmaceutical sector, supported by policies and increasing global competitiveness [5] - The demand for more effective and safer uric acid-lowering drugs is rising due to the increasing prevalence of gout, particularly among younger populations in China [18]

来源：@华夏时报微博 华夏时报记者 赵文娟 于娜 北京报道 流感疫情持续升级，不仅牵动公共卫生领域神经，更在资本市场掀起概念炒作热潮。中国疾控中心发布的《全国 急性呼吸道传染病哨点监测情况（2025年第48周）》显示，我国已进入呼吸道传染病高发季节，近期流感病毒为 主要检出病原体，疫情总体呈上升趋势，流感疫情处于高流行水平。这一态势迅速传导至二级市场，零售药店、 疫苗、抗流感药物、检测服务等细分赛道多只个股走强，流感概念板块迎来阶段性爆发。 Wind数据显示，截至12月8日，下半年以来流感概念指数（884775.WI）累计上涨14.64%，在各类概念板块中位居 前列，板块内35只个股实现上涨。其中，海王生物（000078.SZ）的表现尤为抢眼，在11月26日至12月5日的8个交 易日内斩获7个涨停板，股价创下五年多来新高，同期累计涨幅超100%，也因此接连发布股票交易异常波动公 告。公司在最新公告中提示，其市净率显著高于行业平均水平，存在市场情绪过热、非理性炒作风险，并明确提 醒投资者注意股价快速下跌的可能。 值得关注的是，尽管市场将其归为抗流感概念股核心标的，但公司在多份公告及互动易平台回复中，始终未披露 ...

New Stock Listings - Baiaosaitu (688796) listed at an issue price of 26.68 on December 10, 2025[1] - Quanyin Gaoke (300087) has a tender offer period from December 4, 2025, to January 5, 2026[1] - Tiangong Co. (605255) has a tender offer period from November 20, 2025, to December 19, 2025[1] Delisting and Trading Alerts - ST Guangdao (920680) enters the delisting arrangement period starting December 11, 2025[1] - ST Suwu (600200) has 13 trading days remaining until the last trading day[1] Market Volatility - Hai Xin Food (002702) reported severe abnormal fluctuations[1] - Anji Food (603696) and other companies are under observation for abnormal trading activities[2] Additional Announcements - Multiple companies including Dongbai Group (600693) and Nanjing Business Travel (600250) have recent announcements linked to their stock codes[1] - Various companies are linked to announcements regarding abnormal fluctuations and trading activities[3]

深交所公开信息显示，当日该股因日振幅值达19.38%上榜，营业部席位合计净卖出2731.15万元。 证券时报·数据宝统计显示，上榜的前五大买卖营业部合计成交4.42亿元，其中，买入成交额为2.07亿 元，卖出成交额为2.35亿元，合计净卖出2731.15万元。 具体来看，第一大买入营业部及卖出营业部均为国信证券股份有限公司浙江互联网分公司，买入金额为 5635.77万元，卖出金额为6241.43万元。 近半年该股累计上榜龙虎榜7次，上榜次日股价平均涨3.59%，上榜后5日平均涨18.92%。 资金流向方面，今日该股主力资金净流入3481.61万元，其中，特大单净流入710.97万元，大单资金净流 入2770.65万元。近5日主力资金净流出8.93亿元。 海王生物今日上涨4.32%，全天换手率20.79%，成交额24.98亿元，振幅19.38%。龙虎榜数据显示，营业 部席位合计净卖出2731.15万元。 融资融券数据显示，该股最新（12月9日）两融余额为1.80亿元，其中，融资余额为1.79亿元，融券余额 为84.50万元。近5日融资余额合计减少7050.60万元，降幅为28.22%，融券余额合计增加15.94 ...

（文章来源：证券时报网） 具体来看，今日上榜的营业部中，深股通为第五大卖出营业部，买入金额为514.57万元，卖出金额为 1747.05万元，合计净卖出1232.47万元。 近半年该股累计上榜龙虎榜6次，上榜次日股价平均涨3.45%，上榜后5日平均涨20.30%。 资金流向方面，今日该股主力资金净流出1.41亿元，其中，特大单净流出4659.28万元，大单资金净流出 9469.45万元。近5日主力资金净流出9.85亿元。 融资融券数据显示，该股最新（12月8日）两融余额为2.10亿元，其中，融资余额为2.09亿元，融券余额 为93.81万元。近5日融资余额合计减少4020.12万元，降幅为16.15%，融券余额合计增加31.42万元，增 幅50.37%。（数据宝） 海王生物12月9日交易公开信息 | 买/卖 | 会员营业部名称 | 买入金额（万元） | 卖出金额（万元） | | --- | --- | --- | --- | | 买一 | 国信证券股份有限公司浙江互联网分公司 | 4302.46 | 2640.34 | | 买二 | 东方财富证券股份有限公司昌都两江大道证券营业部 | 2394.05 | 18 ...