Group 1 - The stock of Innovation Medical declined by 6.97% today, with a turnover rate of 35.50% and a trading volume of 3.79 billion yuan, showing a fluctuation of 10.09% [2] - Institutional investors net bought 39.79 million yuan, while brokerage seats collectively net sold 171 million yuan [2] - The stock was listed on the Dragon and Tiger list due to a turnover rate of 35.50% and a daily decline deviation of -7.08% [2] Group 2 - In the past six months, the stock has appeared on the Dragon and Tiger list 15 times, with an average price increase of 2.37% the next day and an average increase of 12.58% over five days [3] - Today, the stock experienced a net outflow of 527 million yuan in main funds, with a net outflow of 348 million yuan from large orders and 178 million yuan from big orders [3] - Over the past five days, the main funds have seen a net outflow of 959 million yuan [3]

| 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | --- | --- | --- | --- | --- | --- | | 688265 | 南模生物 | 65.00 | -8.32% | 4.65万 | 3.07亿 | | 002173 | 创新医疗 | 24.84 | -6.97% | 147.80万 | 37.90亿 | | 652509 | 药明康德 | 90.26 | -6.93% | 131.17万 | 123.20亿 | | 300683 | 海特生物 | 54.33 | -4.58% | 15.33万 | 8.89亿 | | 688046 | 药康生物 | 18.08 | -4.49% | 6.06万 | 1.12亿 | | 301096 | 百诚医药 | 54.66 | -4.31% | 12.34万 | 6.85亿 | | 002622 | 皓宸医疗 | 3.60 | -3.74% | 80.54万 | 2.91亿 | | 688202 | 美迪西 | 64.23 | -3.70% | 10.89万 | 7.38亿 | | 300347 | 泰格医药 ...

序号代码名称最新价涨跌幅主力净流入主力净占比1300404博济医药13.1519.981.60亿元25.81%2002044 美年健康5.621.631.21亿元12.18%3688222成都先导22.79-1.044455.81万元8.21%4002172澳洋健康 4.292.884286.71万元16.8%5603108润达医疗18.30.272967.82万元5.33%6300149睿智医药13.722.162281.96 万元2.17%7688246嘉和美康36.840.331193.96万元9.05%8000516国际医学5.440.181115.57万元 5.19%9600327大东方5.031.41936.31万元6.39%10301033迈普医学85.68-1.29623.31万元5.72% 8月19日，医疗服务行业下跌0.43%，今日主力资金流出36.14亿元，成分股13只上涨，29只下跌。 主力资金净流出居前的分别为药明康德（25.63亿元）、创新医疗（5.56亿元）、康龙化成（1.51亿 元）、昭衍新药（1.49亿元）、爱尔眼科（1.44亿元）。 来源：金融界 ...

Core Viewpoint - As of August 18, 2025, the stock price of Innovation Medical is reported at 26.70 yuan, reflecting a slight increase of 0.11% from the previous trading day [1] Company Summary - Innovation Medical operates in the healthcare services sector, with its main business encompassing medical health services [1] - On August 18, the trading volume reached 1.7409 million shares, with a total transaction value of 4.657 billion yuan, resulting in a turnover rate of 41.82% [1] - The stock experienced significant price fluctuations during the day, with a peak of 27.65 yuan and a low of 25.67 yuan, leading to a volatility of 7.42% [1] Financial Flow Summary - On August 18, there was a net outflow of 410 million yuan from the main funds, accounting for 3.69% of the circulating market value [1] - Over the past five trading days, the cumulative net outflow reached 318 million yuan, representing 2.86% of the circulating market value [1]

Core Insights - The latest net value of Zhongyin Innovation Medical Mixed A (007718) is 2.3161 yuan, reflecting a growth of 1.15% [1] - The fund has shown a one-month return of 6.31%, a six-month return of 87.27%, and a year-to-date return of 92.48%, ranking 2207 out of 3424, 17 out of 3319, and 21 out of 3301 respectively [1] Fund Holdings - The top ten stock holdings of Zhongyin Innovation Medical Mixed A account for a total of 62.83%, with significant positions in companies such as: - Innovent Biologics (8.33%) - Kelun-Biotech (8.15%) - Heng Rui Medicine (8.08%) - CanSino Biologics (8.07%) - New Horizon Health (6.13%) - Baillie Gifford (5.99%) - BeiGene (5.97%) - Hansoh Pharmaceutical (4.15%) - Rongchang Biologics (4.05%) - CanSino Biologics-B (3.91%) [1] Fund Manager Background - Zheng Ning, the fund manager of Zhongyin Innovation Medical Mixed A, has a master's degree and has previously held positions at Taikang Asset Management and Zhonggeng Fund Management, focusing on stock research in the healthcare sector [2] - Zheng Ning has been managing the fund since July 1, 2022, and has also taken on managerial roles for other healthcare-related funds [2]

| 指标 | 创新医疗 | 医疗服务行业均值 | 行业排名 | | --- | --- | --- | --- | | 总市值 | 117.82亿元 | 206.46亿元 | 13 42 | | 净资产 | 17.66亿元 | 56.54亿元 | 27 42 | | 净利润 | -1136.13万元 | 2.53亿元 | 32 42 | | 市盈率(动) | -518.53 | 20.7 | - 42 | | 市净率 | 6.68 | 4.92 | 36 42 | | 毛利率 | 12.06% | 35.49% | 40 42 | | 净利率 | -2.79% | 3.56% | 33 42 | | ROE | -0.64% | 1.21% | 33 42 | 证券之星消息，截至2025年8月18日收盘，创新医疗(002173)报收于26.7元，上涨0.11%，换手率 41.82%，成交量174.09万手，成交额46.57亿元。 8月18日的资金流向数据方面，主力资金净流出4.1亿元，占总成交额8.81%，游资资金净流入2111.49万 元，占总成交额0.45%，散户资金净流入3.89亿元，占总成交额8.36 ...

沪指8月18日上涨0.85%，申万所属行业中，今日上涨的有29个，涨幅居前的行业为通信、综合，涨幅 分别为4.46%、3.43%。医药生物行业今日上涨1.07%。跌幅居前的行业为房地产、石油石化，跌幅分别 为0.46%、0.10%。 资金面上看，两市主力资金全天净流出160.57亿元，今日有8个行业主力资金净流入，电子行业主力资 金净流入规模居首，该行业今日上涨2.48%，全天净流入资金50.40亿元，其次是通信行业，日涨幅为 4.46%，净流入资金为49.04亿元。 主力资金净流出的行业有23个，非银金融行业主力资金净流出规模居首，全天净流出资金70.87亿元， 其次是电力设备行业，净流出资金为50.90亿元，净流出资金较多的还有医药生物、基础化工、房地产 等行业。 医药生物行业今日上涨1.07%，全天主力资金净流出47.06亿元，该行业所属的个股共474只，今日上涨 的有347只，涨停的有7只;下跌的有119只。以资金流向数据进行统计，该行业资金净流入的个股有155 只，其中，净流入资金超亿元的有7只，净流入资金居首的是塞力医疗，今日净流入资金1.52亿元，紧 随其后的是福瑞股份、新天药业，净流入资金分别 ...

Investment Rating - The report assigns an "Overweight" rating to the pharmaceutical and biotechnology industry, indicating that the industry index is expected to outperform the CSI 300 index by 10% or more over the next six months [2][34]. Core Insights - The pharmaceutical and biotechnology sector saw an overall increase of 3.08% from August 11 to August 15, 2025, ranking 10th among 31 industries and outperforming the CSI 300 index by 0.71 percentage points. Year-to-date, the sector has risen by 25.02%, ranking 4th among the industries and outperforming the CSI 300 index by 18.22 percentage points [4][14]. - The current PE valuation for the pharmaceutical and biotechnology sector is 31.31 times, which is at the historical median level, with a valuation premium of 145% compared to the CSI 300 index [4][20]. - Key sub-sectors that performed well include medical services, chemical pharmaceuticals, and medical devices, with respective increases of 6.60%, 3.80%, and 2.22% [4][13]. Market Performance - The pharmaceutical and biotechnology sector's performance for the week of August 11-15, 2025, showed a 3.08% increase, ranking 10th among 31 industries, and outperforming the CSI 300 index by 0.71 percentage points. Year-to-date, the sector has increased by 25.02%, ranking 4th among industries and outperforming the CSI 300 index by 18.22 percentage points [4][14]. - The top three performing sub-sectors were medical services, chemical pharmaceuticals, and medical devices, with increases of 6.60%, 3.80%, and 2.22% respectively [4][13]. Industry News - On August 12, 2025, the National Medical Insurance Administration announced the preliminary review list of drugs for the 2025 National Basic Medical Insurance, Maternity Insurance, and Work Injury Insurance Drug Directory, with 534 drugs passing the basic medical insurance review and 121 passing the commercial insurance review [5][28]. - On August 15, 2025, the National Medical Insurance Administration issued a temporary management method for disease-based payment, aimed at reforming the payment method primarily based on disease categories [5][29]. - On August 15, 2025, Novo Nordisk announced that the supplemental new drug application for semaglutide (Wegovy) was approved by the FDA for treating metabolic dysfunction-associated fatty liver disease (MASH) in patients with mid-to-late stage liver fibrosis [5][30]. Investment Recommendations - The report suggests that the pharmaceutical and biotechnology sector continues to strengthen after a slight adjustment, outperforming the broader market index. It recommends focusing on investment opportunities in innovative drugs, CXO, medical devices, traditional Chinese medicine, chain pharmacies, and medical services [6][31]. - Recommended stocks include Betta Pharmaceuticals, Teva Pharmaceutical, Kaili Medical, Anjies, and Huaxia Eye Hospital, while stocks to watch include Kelun Pharmaceutical, Qianhong Pharmaceutical, Haier Biomedical, Kangtai Biological, and Baipusais [6][31].

创新医疗今日上涨0.11%，全天换手率41.82%，成交额46.57亿元，振幅7.71%。龙虎榜数据显示，机构 净卖出1.34亿元，营业部席位合计净买入2763.81万元。 深交所公开信息显示，当日该股因日换手率达41.82%上榜，机构专用席位净卖出1.34亿元。 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12.63亿元，其中，买入成交额为5.78亿 元，卖出成交额为6.84亿元，合计净卖出1.06亿元。 具体来看，今日上榜的营业部中，共有6家机构专用席位现身，即买一、买二、买三、卖一、卖二、卖 三、卖四、卖五，合计买入金额4.69亿元，卖出金额6.03亿元，合计净卖出1.34亿元。 近半年该股累计上榜龙虎榜14次，上榜次日股价平均涨3.09%，上榜后5日平均涨16.52%。 资金流向方面，今日该股主力资金净流出3.70亿元，其中，特大单净流出2.19亿元，大单资金净流出 1.51亿元。近5日主力资金净流出1.49亿元。（数据宝） 创新医疗8月18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） | | --- | --- | --- | --- | | ...

医药生物行业资金流入榜 | 代码 | 简称 | 今日涨跌幅（%） | 今日换手率（%） | 主力资金流量（万元） | | --- | --- | --- | --- | --- | | 603716 | 塞力医疗 | 5.14 | 21.42 | 15167.42 | | 300049 | 福瑞股份 | 20.00 | 8.88 | 14112.13 | | 002873 | 新天药业 | 10.04 | 21.73 | 12756.46 | | 300003 | 乐普医疗 | 7.50 | 5.21 | 11879.51 | | 600645 | 中源协和 | 5.87 | 7.07 | 10630.01 | | 300204 | 舒泰神 | 3.85 | 5.17 | 10605.35 | | 688189 | 南新制药 | 20.03 | 13.24 | 10160.34 | | 000538 | 云南白药 | 1.57 | 1.14 | 7852.22 | | 600557 | 康缘药业 | 2.15 | 5.69 | 7699.12 | | 002082 | 万邦德 | 10.01 | 3.49 | ...