| 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | --- | --- | --- | --- | --- | --- | | 688180 | 君实生物 | 39.46 | 4.78% | 19.60万 | 7.55 Z | | 688185 | 康希诺 | 83.37 | 4.21% | 6.30万 | 5.27亿 | | 688293 | 奥浦迈 | 59.34 | 4.11% | ● 1.86万 | 1.10亿 | | 300142 | 沃森生物 | 13.59 | 3.82% | 120.51万 | 16.64亿 | | 000518 | *ST四环 | 2.32 | 2.20% | 12.03万 | 2773.23万 | | 688331 | 荣昌生物 | 63.70 | 1.84% | 7.96万 | 5.03亿 | | 002581 | ST未名 | 7.33 | 1.52% | 9.13万 | 6696.70万 | | 002773 | 康弘药业 | 42.06 | 1.50% | 10.14万 | 4.24亿 | | 300841 | 康华生物 | 78 ...

Group 1 - The ChiNext Index opened high but experienced fluctuations and a decline on August 5, with the Tianhong ChiNext ETF (159977) down by 0.33% [1] - Among the constituent stocks, Watson Bio rose over 4%, with other stocks like Jingjia Micro, Guanghong Technology, Huace Navigation, and Lens Technology also seeing gains [1] - As of August 5, the Tianhong ChiNext ETF (159977) had a circulating scale exceeding 8.3 billion yuan, ranking among the top three in similar products [1] Group 2 - According to the Economic Reference Daily, brokerages have released optimistic strategies for August, viewing the market's recent pullback as a temporary adjustment influenced by policy support, improved corporate earnings, and new capital inflows [2] - Huatai Securities noted that the current market's profit effect has returned to mid-July levels, suggesting that the A-share market may enter a period of increased volatility with active local hotspots [2] - Everbright Securities highlighted that the recent positive news in innovative drugs has led to a surge in pharmaceutical stocks, driving the ChiNext Index higher, and expects a continuation of a structural market trend [2]

消息面上，近日中国疾控中心艾防中心等团队完成我国首个复制型天坛痘苗载体艾滋病疫苗I期临床试 验。该研究创新性采用曾用于消灭天花的"天坛株"痘苗病毒为载体，试验验证了该方案的安全性且能激 发有效免疫反应。这标志着我国在艾滋病疫苗研发领域取得重要进展。 数据显示，截至2025年7月31日，国证疫苗与生物科技指数(980015)前十大权重股分别为复星医药 (600196)、长春高新(000661)、智飞生物(300122)、万泰生物(603392)、沃森生物(300142)、华兰生物 (002007)、丽珠集团(000513)、昭衍新药(603127)、药明康德(603259)、康泰生物(300601)，前十大权重 股合计占比64.94%。 生物疫苗ETF(159657)，场外联接A：021292；联接C：021293；联接I：022794。 国金证券指出，创新药依旧是投资主线，在全球MNC面临专利悬崖，积极寻找大单品潜力创新药BD合 作的浪潮下，可重点关注泛癌种潜力的双/多抗药物、解决未满足临床需求的慢病药管线的创新药板块 投资机会。同时关注半年报潜在业绩超预期的创新药产业链投资机会。 生物疫苗ETF紧密跟踪国证 ...

Group 1 - The core viewpoint highlights the strong performance of the innovative drug ETF (560900), which rose over 1% on August 5, 2025, with significant trading volume and notable increases in constituent stocks [1] - The innovative drug ETF (560900) experienced a weekly scale growth of 219.80 million yuan, ranking first among comparable funds, and a substantial increase of 4 million shares [1] - Recent net inflows into the innovative drug ETF (560900) totaled 973,700 yuan, with a total of 11.04 million yuan in net inflows over the past five trading days [1] Group 2 - Century Securities noted a resurgence in innovative drug licensing collaborations, including a significant $500 million upfront payment deal between Hengrui Medicine and GlaxoSmithKline, covering a potential total of $12 billion [2] - The innovative drug asset landscape is diversifying beyond oncology to include respiratory, metabolic, and immune therapies, with collaborations involving multinational corporations, new companies, state-owned enterprises, and biotech firms [2] - The innovative drug ETF (560900) closely tracks the CSI Innovative Drug Industry Index, which selects up to 50 representative listed companies involved in innovative drug research and development [2] Group 3 - Morgan Asset Management is integrating its "Global Vision Investment Technology" product line to assist investors in identifying quality technology companies globally, capitalizing on the new wave of technological advancements driven by AI [3]

Group 1 - Weihai Guangtai reported a net profit of 83.32 million yuan for the first half of 2025, a year-on-year decrease of 22.41%, while total revenue reached 1.425 billion yuan, an increase of 10.91% [1] - Haowei Group expects a net profit increase of 39.43% to 49.67% for the first half of 2025, estimating a profit range of 1.906 billion to 2.046 billion yuan [1] - Tengda Construction won a bid for a project worth 118 million yuan, with a construction period of 500 calendar days [1] Group 2 - Shanda Power plans to use up to 520 million yuan of idle raised funds for cash management, investing in safe and liquid products with a term not exceeding 12 months [3] - Rundu Co., Ltd. received approval for the listing application of its chemical raw material drug, which is suitable for surgical treatment in adults and children over one month old [4] - Zhongyuan Qihua's subsidiary's clinical trial application for a drug aimed at treating pulmonary fibrosis has been accepted [4] Group 3 - Shanghai Xiba plans to establish a joint venture with Yuyuan Rare Earth, focusing on advanced materials for lithium-ion solid-state batteries, with a registered capital of 200 million yuan [6] - Aorite's senior management plans to reduce their holdings by up to 62,500 shares, accounting for 0.02% of the company's total equity [7] - Yipin Hong's subsidiary's clinical trial application for a new oral drug for endometriosis has been accepted [8] Group 4 - Haya Pharmaceutical plans to lease idle assets covering 22,671.39 square meters for a period of 10 years [9] - Southern Precision Engineering applied for a credit limit of 50 million yuan from a bank for operational purposes [11] - Jindawei's subsidiary established a joint venture with a registered capital of 5 million yuan, focusing on the sale of food additives and health products [12] Group 5 - Gaode Infrared signed a product order contract worth 307 million yuan, expected to account for 11.46% of the company's audited revenue for 2024 [13] - Xichang Electric will implement a low valley electricity price policy starting September 1, 2025, which is expected to reduce net profit by approximately 5.55 million yuan [14] - Huyou Pharmaceutical's first subject has been dosed in a Phase I clinical trial for a drug targeting advanced solid tumors [16] Group 6 - Chuanheng Co., Ltd. received a patent for a dust removal system in mining operations [17] - Spring Wind Power's application for issuing convertible bonds has been accepted by the Shanghai Stock Exchange [18] - Liuyao Group plans to repurchase shares worth between 100 million and 200 million yuan [19] Group 7 - Baiyun Electric has obtained a commitment letter for a stock repurchase loan of up to 18 million yuan [20] - Tonghe Pharmaceutical received a patent for a method of preparing an intermediate for a migraine treatment drug [21] - Tainkang's subsidiary's Phase II clinical trial for a drug for vitiligo has shown significant efficacy and safety [23] Group 8 - Yuhua Tian's secretary and deputy general manager resigned for personal reasons [24] - Heizhima's controlling shareholder is planning a change in control, leading to a temporary suspension of stock trading [25] - Keda Li's subsidiary completed a capital increase, raising its registered capital to 700 million yuan [26] Group 9 - Fangda Special Steel's shareholder plans to reduce holdings by up to 1% of the company's shares [28] - ST Pava's director is under investigation for alleged embezzlement, but the company's operations remain normal [29] - Jiachuan Video's controlling shareholder is planning a change in control, resulting in a temporary stock suspension [32] Group 10 - Danhua Technology will change its stock name to Jinmei Technology starting August 7, 2025, due to a relocation of its registered office [33] - Morning Wind Technology's shareholder plans to reduce holdings by up to 1% of the company's shares [34] - Leshan Electric will adjust residential gas prices starting September 1, 2025, which is expected to increase gross profit by approximately 2.7 million yuan [35] Group 11 - SAIC Motor reported a total vehicle sales of 337,500 units in July 2025, a year-on-year increase of 34.22%, with significant growth in new energy vehicle sales [36] - LIGONG Navigation's shareholders plan to reduce holdings by up to 3% of the company's shares [37] - United Imaging's employee stock ownership platform plans to reduce holdings by up to 1.62% of the company's shares [38] Group 12 - Beiqi Blue Valley's subsidiary reported a 6.38% decline in sales in July 2025 [39] - Watson Bio's clinical research application for an mRNA vaccine has been accepted [40]

Market Overview - The biopharmaceutical sector increased by 0.55% on August 4, with Sairun Biotech leading the gains [1] - The Shanghai Composite Index closed at 3583.31, up 0.66%, while the Shenzhen Component Index closed at 11041.56, up 0.46% [1] Top Gainers in Biopharmaceutical Sector - Sairun Biotech (688163) closed at 27.37, up 11.90% with a trading volume of 72,700 shares and a transaction value of 190 million [1] - Xizang Pharmaceutical (600211) closed at 46.19, up 10.00% with a trading volume of 321,400 shares and a transaction value of 1.451 billion [1] - Wanze Shares (000534) closed at 17.31, up 9.97% with a trading volume of 598,100 shares and a transaction value of 1.018 billion [1] - Other notable gainers include Saiseng Pharmaceutical (300485) and Sanyuan Gene (837344) with increases of 7.45% and 6.89% respectively [1] Top Losers in Biopharmaceutical Sector - Kexing Pharmaceutical (688136) closed at 50.20, down 9.42% with a trading volume of 129,900 shares and a transaction value of 655 million [2] - Aopumai (688293) closed at 57.00, down 6.56% with a trading volume of 20,800 shares and a transaction value of 119 million [2] - Other significant decliners include Wuxi Jinghai (836547) and Olin Biotech (688319) with decreases of 3.28% and 3.22% respectively [2] Capital Flow Analysis - The biopharmaceutical sector saw a net inflow of 10.35 million from institutional investors, while retail investors contributed a net inflow of 250 million [2][3] - Notable net inflows from individual stocks include Ganjin Pharmaceutical (603087) with 18.6 million and Xizang Pharmaceutical (600211) with 12.1 million [3] - Conversely, significant net outflows were observed in stocks like Xizang Pharmaceutical and Wanze Shares, indicating a mixed sentiment among retail investors [3]

金融界消息 截至2025年8月4日收盘，沃森生物（300142）报收于13.09元，上涨4.05%，换手率5.04%， 成交量78.66万手，成交金额10.12亿元。 资金流向方面，今日主力资金净流入9245.29万元，占比成交额9.14%。其中，超大单净流入3661.27万 元、占成交额3.62%，大单净流入5584.02万元、占成交额5.52%，中单净流出流入1048.21万元、占成交 额1.04%，小单净流出10293.49万元、占成交额10.17%。 沃森生物最新一期业绩显示，截至2025一季报，公司营业总收入4.62亿元、同比减少22.93%，归属净利 润264.62万元，同比减少81.27%，扣非净利润1149.02万元，同比减少113.67%，流动比率3.274、速动比 率2.929、资产负债率20.02%。 天眼查商业履历信息显示，云南沃森生物技术股份有限公司，成立于2001年，位于昆明市，是一家以从 事医药制造业为主的企业。企业注册资本159934.8541万人民币，实缴资本31181.7629万人民币。公司法 定代表人为李云春。 通过天眼查大数据分析，云南沃森生物技术股份有限公司共对外投资 ...

天坛生物直线涨停，科拓生物、南模生物、赛伦生物涨超10%，沃森生物、安旭生物等跟涨。 (本文来自第一财经) ...

MACD金叉信号形成，这些股涨势不错！ 据北京日报，中国疾控中心艾防中心等团队完成我国首个复制型天坛痘苗载体艾滋病疫苗I期临床试 验。该研究创新性采用曾用于消灭天花的"天坛株"痘苗病毒为载体，试验验证了该方案的安全性且能激 发有效免疫反应。这标志着我国在艾滋病疫苗研发领域取得重要进展。 受此影响，A股市场生物医药股拉升，其中，南模生物、赛伦生物涨超14%，天坛生物10CM涨停，之 江生物、沃森生物、仁度生物、安旭生物等跟涨。 ...

Group 1 - The A-share market saw a surge in biopharmaceutical stocks, with notable increases including Nanmo Bio and Sairun Bio rising over 14%, and Tiantan Bio hitting a 10% limit up [1] - The China CDC and other teams completed the first Phase I clinical trial of a replicative Tian Tan smallpox vaccine-based HIV vaccine, marking a significant advancement in HIV vaccine research in China [1] - The innovative approach utilized the "Tian Tan strain" smallpox virus, previously used to eradicate smallpox, to verify the safety and effective immune response of the vaccine [1]