== tin 01 行情回顾 02 板块观点和投资组合 03 行业和个股事件 本周行情回顾 1 华创研究 本周中信一级行业指数涨跌幅 本周涨幅排名前/后十名的股票 -22-31% *ST苏吴 博瑞医药 42.35% ST未名 力生創药 41.68% -16.82% 69 法改试 南新制药 34.95% -16.76% 4% 交大昂立 奧惠康 32.77% 2% 唱舞载亚 一品红 32.13% 永安药业 #康药业 30.11% 09 er 昂利廣 -心堂 29.50% -29 成都先导 常山药业 28.55% 18% 塞力医疗 千红制药 26.67% -7 8986 -7.73% 星貝医药 苹美药业 26.18% -25% -20% -15% -10% -5% 10% 20% 30% 40% 50% 证监会审核华创证券投资咨询业务资格批文号: 证监许可（2009）1210 号 未经许可，禁止转载 资料来源: Wind, 华创证券 3 · 整体观点：当前医药板块的估值处于低位，公募基金（剔除医药基金）对医药板块的配置处于低位，考虑到美债利率等宏观环境 因素的积极恢复、大领域大品种对行业的拉动效应，我们对2025医 ...

截至7月17日收盘，创新药概念上涨2.68%，位居概念板块涨幅第9，板块内，197股上涨，成都先导、 维康药业、迈威生物等20%涨停，塞力医疗、力生制药、信立泰等涨停，美迪西、首药控股、神州细胞 等涨幅居前，分别上涨19.00%、15.54%、15.40%。跌幅居前的有ST未名、*ST苏吴、广生堂等，分别 下跌5.01%、4.81%、4.41%。 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（%） | | --- | --- | --- | --- | | 兵装重组概念 | 4.22 | 房屋检测 | -0.18 | | 同花顺果指数 | 3.37 | 黄金概念 | -0.13 | | 共封装光学(CPO) | 3.34 | 举牌 | -0.12 | | PCB概念 | 3.07 | 水泥概念 | -0.06 | | AI手机 | 3.01 | 固废处理 | -0.03 | | AI PC | 3.01 | 新型城镇化 | -0.03 | | 重组蛋白 | 2.92 | ST板块 | -0.01 | | 海南自贸区 | 2.76 | 猪肉 | 0.00 | | 创新药 | ...

从消息面来看，近期，创新药板块的利好消息不断。接下来，这个板块的行情是否会持续下去呢？ 创新药概念股集体爆发 自6月底以来，创新药板块一路上行，最近几天更是加速上涨。7月17日，创新药板块指数涨幅超过3%，成都 先导、迈威生物、维康药业、塞力医疗、力生制药、亚太药业、信立泰等近20只相关概念股涨停或涨超10%。 7月17日，创新药领域又传来一则好消息。据北京日报报道，近日，我国自主研发的、抗呼吸道合胞病毒的创 新药——齐瑞索韦列入世界卫生组织儿童药物优化优先清单，有望为全球儿童带来可及、可负担的有效治疗。 据报道，世界卫生组织儿童药物优化（PADO）项目通过凝聚监管机构、资助方与制造商共识，推动有紧迫需 求的儿童药物加速开发，工作内容包括确定研发的重点优先产品及其理想的产品特性。 创新药板块，再次掀起涨停潮！ 今日（7月17日），A股三大指数集体拉升，截至收盘，沪指涨0.37%，深证成指涨1.43%，创业板指涨1.76%。 盘面上，创新药、CPO、AI硬件等方向领涨。其中，创新药概念股集体大涨，成都先导、塞力医疗、力生制药 等近20只相关概念股涨停或涨超10%。 在港股市场上，创新药概念股也集体爆发，截至收盘 ...

7月17日，A股三大指数震荡走强，截至收盘，沪指涨0.37%，深成指涨1.43%。全天成交1.56万亿元，较前一交易日增量985亿元；超3500股上 涨。 | 代码 | 名称 | 现价 | 涨跌 | 涨幅 | | --- | --- | --- | --- | --- | | 000001 | 上证指数 | 3516.83 | +13.05 | +0.37% | | 399001 | 深证成指 | 10873.62 | +152.81 | +1.43% | | 399006 | 创业板指 | 2269.33 | +39.14 | +1.76% | 盘面上，CPO概念全天强势，剑桥科技、长飞光纤等多股涨停；医药板块集体走强，成都先导、信立泰、亚太药业等涨停封板；军工股活跃， 中航沈飞创历史新高；PCB、航天航空、医疗服务等板块涨幅居前。另一方面，贵金属板块全天低位震荡，山东黄金跌超2%；保险、银行、电 力、房地产等板块跌幅居前。 | 代码 | 名称 | 现价 . | 涨跌 | 涨幅� | | --- | --- | --- | --- | --- | | 601003 柳钢股份 | | 5.57 | +0.51 ...

Group 1: Stock Performance - Zhejiang Zhenyuan and Asia-Pacific Pharmaceutical both achieved a 2-day limit-up with increases of 10.01% and 9.98% respectively, driven by innovation in pharmaceuticals [2] - Chengdu XianDao saw a first board listing with a significant rise of 20.02%, attributed to innovative drug developments [2] - TaiJing Technology and YanHua Intelligent both recorded first board listings with increases of 9.97% and 9.94%, linked to Huawei's influence in robotics [5] Group 2: AI and Robotics - Nvidia's CEO suggested that Huawei's AI chips could potentially replace Nvidia's offerings, indicating a competitive shift in the AI chip market [4] - The domestic robotics industry is gaining traction with significant orders being awarded, highlighting its importance in national competition [7] Group 3: Market Trends - The light communication sector is expected to see sustained growth due to high demand in both domestic and international markets, with performance likely to continue improving [13] - The low-altitude economy is gaining attention, with a notable $1 billion procurement agreement signed for eVTOL aircraft, indicating growth potential in this sector [17] Group 4: Consumer and Retail - The Chinese government is implementing measures to boost consumer spending, which is expected to positively impact the retail sector [21] - Companies like Guoguang Chain and Hanshang Group have seen first board listings with increases of 9.98% and 9.97%, reflecting the positive sentiment in the retail market [23] Group 5: Solar and Food & Beverage - The price of polysilicon has increased by 12.4% week-on-week, indicating a rising trend in the solar industry [24] - The food and beverage sector is also benefiting from government initiatives aimed at enhancing consumer demand, with companies like Huangshi Group seeing a 10.10% increase [26]

Market Overview - The A-share market opened slightly lower on July 17 but then experienced a rebound, with all three major indices showing positive performance, particularly the ChiNext index which rose nearly 1% [2] - The total market capitalization reached 14.20 trillion CNY, with a trading volume of 7698.06 million hands and a turnover rate of 1.46% [3] Pharmaceutical Sector - The pharmaceutical sector saw a significant surge, with multiple stocks hitting the daily limit up, including Weikang Pharmaceutical and Chengdu Xian Dao, both reaching a 20% increase [4][5] - Notable stocks in the pharmaceutical sector included: - Chengdu Xian Dao: 21.46 CNY, up 20.02% - Weikang Pharmaceutical: 20.71 CNY, up 19.99% - Other stocks like Lifespring Pharmaceutical and Zhejiang Zhenyuan also saw increases of around 10% [5][6] - The Hong Kong pharmaceutical and biotechnology sector also experienced notable gains, with companies like Fudan Zhangjiang and Kanyin Biotech showing significant price increases [6] Robotics Sector - The humanoid robot concept stocks remained active, with Nanjing Julong hitting the daily limit up of 20%, and other companies like Dongshan Precision and Taijing Technology also seeing substantial gains [7][8] - On July 17, the stock of Aowei New Materials achieved a 20% limit up, marking its seventh consecutive trading day of gains, with a closing price of 27.89 CNY [10][11] Policy Impact - The National Healthcare Security Administration recently announced the initiation of the 11th batch of centralized drug procurement, which will include 55 drug varieties, focusing on mature "old drugs" while excluding innovative drugs from the procurement list [6]

中证A500ETF龙头紧密跟踪中证A500指数，中证A500指数从各行业选取市值较大、流动性较好的500只 证券作为指数样本，以反映各行业最具代表性上市公司证券的整体表现。据了解，中证A500指数行业 分布均衡，传统行业和新兴行业各占一半，同时增加医药、新能源、计算机等新兴行业权重，实现了价 值与成长均衡，是布局A股市场的优质工具。 日前，国家统计局公布的数据显示，上半年国内生产总值660536亿元，同比增长5.3%，服务业景气指 数持续保持在50%以上的扩张区间，国民经济呈现稳中向好态势。多家外资机构宣布上调中国2025年全 年GDP增速预测。其中，摩根士丹利将今年中国实质GDP增长预测从4.5%上调至4.8%，高盛将增长预 测由4.6%上调至4.7%，瑞银将增长预测由4%上调至4.7%。 展望下半年，外资普遍认为，中国政策有空间，经济依旧有韧性。贝莱德首席中国经济学家认为，中国 经济的韧性主要来自企业的竞争力与政策的灵活性。一方面，企业层面表现出强劲的适应能力和产品创 新，特别是在电动车等领域体现出了明显优势。另一方面，预计下半年政策制定者会更密切监测数据和 市场走势，及时做出反应。结合过去几年的情况来看 ...

每经编辑｜彭水萍 今日沪深两市持续震荡，上证指数在3500点附近徘徊。创新药概念领涨，覆盖A股港股优质上市创新药企的创新药ETF国泰（517110）涨幅超2%，持仓股康 方生物、信立泰等接近涨停。 分时 多日 1分 5分 15分 30分 60分 90分 2小时 日 | 周 目 童零 517110[创新药ETF国泰] 09:54 价 0.720 涨跌 0.015(2.128%) 均价 0.72 成交 0.725 分 时 0.720 l्ള 0.715 K 0.710 线 图 0.705 0.700 T - 0.695 C K 0.690 0.685 成 交 3920 明 हम्म 1960 分 10:00 10:30 11:00 09:30 价 ? 量比 3.071 4.197 表 3.535 深 度 MACD 量比 漫 北 序4 代码 现金替' 现金替代 名称 成分申! I 固定替 康方生物 必须 1 9926 0 0.00% 0.00 1: 200 退补 9664.0( 5 2 信立泰 00229 10.00% 科伦博泰生物-B 6990 3 0 必须 0.00% 0.00 3. 百济神州 400 退补 3 ...

7月17日周四，A股早盘震荡走高，三大股指上涨，医药板块走强，大消费板块活跃，稳定币概念一度拉升。港股早盘 拉升，恒指、恒科指双双上涨，生物科技板块爆发，科网股都上涨，新消费板块延续跌势，蜜雪集团跌超3%。商品方 面，国内商品期货分化，多晶硅涨超2%，集运指数欧线主力合约跌超4%。债市方面，国债期货涨跌不一。核心市场 走势： | 代码 | 名称 | 两日图 | 现价 | 涨跌 | 涨跌幅 | | --- | --- | --- | --- | --- | --- | | 000001 | 上证指数 | Araf's | 3506.37 | 2.59 | 0.07% | | 399001 | 深证成指 | Parant | 10782.12 | 61.31 | 0.57% | | 399006 | 创业板指 | Prant | 2243.15 | 12.95 | 0.58% | | 000300 | 沪深300 | | 4017.88 | 10.67 | 0.27% | | 000016 | 下班50 | W. | 2740.02 | -0.88 | -0.03% | | 000680 | 科创综指 | may ...

Group 1 - The medical health ETF Taikang (159760) has seen a 0.17% increase, marking its fifth consecutive rise, while the index it tracks, the National Certificate Public Health and Medical Health Index (980016), rose by 0.13% [1] - As of July 14, the latest scale of the medical health ETF Taikang reached 82.4979 million yuan, a new high in nearly three months [2] - The medical device sector is expected to experience a performance turning point, driven by policies such as the old-for-new program and the gradual clearance of channel inventory [2] Group 2 - The top ten weighted stocks in the National Certificate Public Health and Medical Health Index account for 51.67% of the index, with leading companies including WuXi AppTec (603259) and Hengrui Medicine (600276) [3] - The CDMO sector has rebounded, with WuXi AppTec expected to see significant growth in revenue and profit by mid-2025, indicating strong global market demand [2] - The innovation drug industry chain is anticipated to enter a new upward cycle, supported by an improving domestic investment environment and active financing activities [2]