今日有6个行业主力资金净流入。 A股三大指数今日（8月5日）集体上涨，沪指重返3600点上方。行业板块多数收涨，通信设备、消费电 子、塑料制品、保险、汽车零部件、银行、交运设备、风电设备板块涨幅居前。 从今日主力资金情况来看，沪深两市全天主力资金净流出125.23亿元。6个行业主力资金净流入，其中 通信行业主力资金净流入17.22亿元，远超其他行业；非银金融、有色金属、建筑装饰、房地产、家用 电器行业主力资金分别净流入8.66亿元、2.92亿元、2.22亿元、1.87亿元、5104.12万元。 25个主力资金净流出行业中，医药生物行业主力资金净流出金额居首，为42.45亿元；机械设备、计算 机行业主力资金净流出金额居前，均超20亿元；国防军工、银行、电力设备行业主力资金净流出均超8 亿元。 数字货币概念股获 主力资金抢筹5亿元 从个股来看，57股主力资金净流入均超1亿元，19股主力资金净流入均超2亿元。 数字货币概念股东信和平主力资金净流入5亿元。消息面上，今日公司在互动平台表示，未来将持续强 化"数字身份+"行业综合应用能力，围绕天、空、地、海多维应用空间，构建安全防护体系。公司会重 点瞄准低空经济等国家战 ...

沪指8月5日上涨0.96%，申万所属行业中，今日上涨的有31个，涨幅居前的行业为综合、银行，涨幅分 别为1.98%、1.59%。医药生物行业今日上涨0.12%。 资金面上看，两市主力资金全天净流出116.76亿元，今日有10个行业主力资金净流入，通信行业主力资 金净流入规模居首，该行业今日上涨1.25%，全天净流入资金24.85亿元，其次是非银金融行业，日涨幅 为1.23%，净流入资金为15.67亿元。 | 代码 | 简称 | 今日涨跌幅（%） | 今日换手率（%） | 主力资金流量（万元） | | --- | --- | --- | --- | --- | | 002173 | 创新医疗 | 10.03 | 25.23 | 47179.97 | | 603538 | 美诺华 | 6.50 | 21.23 | 19759.76 | | 603259 | 药明康德 | 1.57 | 1.95 | 12168.60 | | 600276 | 恒瑞医药 | 0.48 | 0.85 | 10240.72 | | 002275 | 桂林三金 | 10.00 | 4.48 | 9485.99 | | 600252 | 中 ...

Market Overview - On August 5, the Shanghai Composite Index rose by 0.96%, the Shenzhen Component Index increased by 0.59%, the ChiNext Index went up by 0.39%, and the CSI 300 Index gained 0.80% [1] - Among the tradable A-shares, 3,903 stocks rose, accounting for 72.17%, while 1,327 stocks declined [1] Capital Flow - The main capital saw a net outflow of 11.676 billion yuan throughout the day [1] - The ChiNext experienced a net outflow of 6.731 billion yuan, while the STAR Market had a net outflow of 1.542 billion yuan [1] - The CSI 300 constituent stocks saw a net inflow of 2.692 billion yuan [1] Industry Performance - Out of the 31 first-level industries classified by Shenwan, the top-performing sectors were Comprehensive and Banking, with increases of 1.98% and 1.59% respectively [1] - The Communication industry led the net inflow of main capital, with a net inflow of 2.485 billion yuan and a daily increase of 1.25% [1] - The Non-bank Financial sector followed with a daily increase of 1.23% and a net inflow of 1.567 billion yuan [1] Industry Capital Outflow - The Pharmaceutical and Biological industry had the largest net outflow, with a net outflow of 5.336 billion yuan despite a daily increase of 0.12% [1] - The Computer industry also saw significant outflow, with a net outflow of 3.102 billion yuan and a daily increase of 0.25% [1] - Other industries with notable net outflows included Defense and Military, Machinery Equipment, and Electronics [1] Individual Stock Performance - A total of 1,999 stocks experienced net inflows, with 742 stocks having net inflows exceeding 10 million yuan [2] - Among these, 83 stocks had net inflows exceeding 100 million yuan, with Dongxin HePing leading at a net inflow of 570 million yuan and a daily increase of 10.00% [2] - The stocks with the largest net outflows included Shanhe Intelligent, Hanyu Pharmaceutical, and Aerospace Electronics, with net outflows of 910 million yuan, 909 million yuan, and 588 million yuan respectively [2]

Group 1 - The Helicobacter pylori concept sector declined by 0.50%, ranking among the top declines in concept sectors, with notable declines in stocks such as Keta Bio, Anglikang, and Asia-Pacific Pharmaceutical [1][2] - Among the 49 stocks in the Helicobacter pylori concept sector, 27 stocks saw price increases, with Zhongheng Group, Hanyu Pharmaceutical, and *ST Sansheng leading the gains at 9.85%, 5.63%, and 5.05% respectively [1][4] - The Helicobacter pylori concept sector experienced a net outflow of 1.725 billion yuan in main funds, with Hanyu Pharmaceutical seeing the largest outflow of 909.33 million yuan [2][3] Group 2 - The top gainers in the concept sectors included the Armament Reorganization concept at 6.12%, PEEK materials at 4.11%, and Brain-Computer Interface at 2.72% [2] - The main funds saw inflows in stocks such as Zhongheng Group, Baicheng Pharmaceutical, and Asia Treasure Pharmaceutical, with inflows of 88.23 million yuan, 63.86 million yuan, and 19.51 million yuan respectively [2][4] - The stocks with the largest net outflows in the Helicobacter pylori concept included Asia-Pacific Pharmaceutical at -8.16%, Keta Bio at -10.28%, and Anglikang at -9.46% [2][3]

Group 1 - The flu concept sector declined by 0.50%, ranking among the top declines in the concept sectors, with companies like Qizheng Tibetan Medicine, New Light Pharmaceutical, and Weikang Pharmaceutical experiencing significant drops [1][2] - Among the flu concept stocks, 56 stocks saw price increases, with Chengyi Pharmaceutical, Kehua Bio, and Guilin Sanjin leading with gains of 10.04%, 10.00%, and 10.00% respectively [1][2] Group 2 - The flu concept sector experienced a net outflow of 2.651 billion yuan, with 116 stocks seeing net outflows, and 11 stocks having outflows exceeding 50 million yuan [2] - The stock with the highest net outflow was Hanyu Pharmaceutical, with a net outflow of 909 million yuan, followed by Tibet Pharmaceutical, Yipinhong, and Zhendong Pharmaceutical [2][3] Group 3 - The top inflow stocks in the flu concept sector included Guilin Sanjin, Borui Pharmaceutical, and Kehua Bio, with net inflows of 948.599 million yuan, 871.114 million yuan, and 772.718 million yuan respectively [2][7] - The overall market performance showed a mixed trend, with various sectors experiencing different levels of gains and losses, indicating a volatile market environment [2][6]

Market Performance - As of August 5, the generic drug consistency evaluation concept declined by 0.55%, ranking among the top declines in the concept sector [1] - Within the sector, notable declines were seen in companies such as Angli Kang, Asia-Pacific Pharmaceutical, and Nanxin Pharmaceutical, while 46 stocks experienced price increases, with Chengyi Pharmaceutical, Guilin Sanjin, and Zhongheng Group leading with increases of 10.04%, 10.00%, and 9.85% respectively [1] Capital Flow - The generic drug consistency evaluation sector saw a net outflow of 3.403 billion yuan, with 112 stocks experiencing net outflows, and 5 stocks seeing outflows exceeding 100 million yuan [2] - The stock with the highest net outflow was Hanyu Pharmaceutical, with a net outflow of 909.3 million yuan, followed by Asia-Pacific Pharmaceutical, Guangsheng Tang, and Yipinhong with net outflows of 192.45 million yuan, 135.13 million yuan, and 119.26 million yuan respectively [2] Top Gainers and Losers - The top gainers in the sector included Chengyi Pharmaceutical, Guilin Sanjin, and Zhongheng Group, with respective net inflows of 102 million yuan, 94.85 million yuan, and 88.22 million yuan [6] - Conversely, the top losers included Hanyu Pharmaceutical, Asia-Pacific Pharmaceutical, and Guangsheng Tang, with significant net outflows [2][3]

Core Viewpoint - The strategic partnership between Hanyu Pharmaceutical and KuCoin aims to explore the tokenization of future revenue rights from innovative drug research and development in Hong Kong, marking a significant step in the integration of technology, medicine, and finance [1][2][3] Group 1: Company Overview - Hanyu Pharmaceutical has over 20 years of experience in peptide drugs and possesses a comprehensive formulation pipeline covering mainstream peptide targets globally [3] - The company expects a substantial increase in net profit for the first half of 2025, projecting between 142 million to 162 million yuan, representing a year-on-year growth of 1,471% to 1,664% [3] - Hanyu's collaboration with KuCoin is expected to enhance its competitive edge in the GLP-1 peptide drug sector by leveraging blockchain technology [6] Group 2: Industry Context - The pharmaceutical industry faces high research costs, lengthy development cycles, and significant risks, making capital market financing essential for many innovative drug companies [4] - Traditional financing models often rely on private equity and venture capital, leading to dilution of equity and uncertainty regarding IPO success [4][5] - The emergence of the RWA model represents a new financing solution, allowing the tokenization of intangible assets, which can facilitate broader investor participation and reduce reliance on traditional intermediaries [5][6] Group 3: Technological Integration - KuCoin's capabilities include ensuring a clear patent foundation for Hanyu's GLP-1 pipeline and converting key milestones into programmable revenue rights for tokenization [6] - The implementation of the RWA model under the new stablecoin regulations in Hong Kong is expected to enhance legal compliance and reduce trust costs, thereby protecting investor rights [6] - Successful execution of this model could establish a new paradigm for financing in China's innovative drug development sector, promoting digitalization and globalization [6]

截至8月5日开盘一小时，主力资金流出前20的股票分别为：山河智能（-6.77亿元）、翰宇药业（-5.01 亿元）、航天电子（-4.23亿元）、爱乐达（-3.77亿元）、建设工业（-3.09亿元）、宁德时代（-2.27亿 元）、比亚迪（-2.18亿元）、东山精密（-1.96亿元）、东方财富（-1.95亿元）、利君股份（-1.90亿 元）、神州数码（-1.89亿元）、东芯股份（-1.81亿元）、万兴科技（-1.72亿元）、万泽股份（-1.66亿 元）、江海股份（-1.65亿元）、指南针（-1.64亿元）、内蒙一机（-1.57亿元）、利欧股份（-1.55亿 元）、长城电工（-1.52亿元）、天坛生物（-1.51亿元）。 作者：金股通 本文源自：金融界 ...

一周内，两起新药RWA革命正在颠覆创新药行业，为什么是现在? 如果说第一次中国创新药全球化是"创新药授权出海"，第二次，将是"研发能力上链"。 7月31日，华检医疗(01931，盘中+19.82%)宣布全球首个IVD医疗设备RWA项目落地，通过链上锚定3000台检测设备所有权，释放3亿流动性。 波士顿咨询报告：全球RWA潜在价值16万亿美元，医药研发资产占比将快速提升。 8月4日，翰宇药业(300199.SZ，盘中+19.98%)联手加密交易所KuCoin，以GLP-1/罕见病等多肽新药管线"未来收益权"为底层资产，共探在香港启动中国首 个创新药RWA代币化探索。 一周内，两家医疗/医药企用同一把钥匙 - RWA(Real World Assets)打开了万亿医药资产的流动性枷锁。当传统License-out还在为120亿美元出海交易额狂欢 时，一场从"BD授权出海 "到"资产期权化出海 "的范式革命已悄然爆发。中国创新药不再只能"BD授权出海"，而是可以"资产期权化出海"。 RWA×稳定币：重构医药资产流动性 RWA(Real World Assets)：通过区块链技术将实体资产(如房产、债券、设备收益权) ...

Core Viewpoint - The strategic partnership between Hanyu Pharmaceutical and KuCoin aims to explore the tokenization of future revenue rights from innovative drug research and development in Hong Kong, marking a significant step in the integration of technology, finance, and pharmaceuticals under the new stablecoin regulations [1][3][4]. Group 1: Partnership Details - Hanyu Pharmaceutical has partnered with KuCoin to leverage its expertise in blockchain technology and RWA (Real World Asset) solutions for the tokenization of intangible assets related to drug development [2][3]. - KuCoin, established in 2017, has over 40 million registered users and ranks fourth globally in futures trading, with a daily trading volume exceeding $6.1 billion [2]. - The collaboration is positioned as a response to the new regulatory environment in Hong Kong, aiming to transform the valuation and trading of intangible assets in the pharmaceutical sector [3][4]. Group 2: Hanyu Pharmaceutical's Strengths - Hanyu Pharmaceutical's core competencies lie in its extensive GLP-1 peptide drug pipeline and over 500 patents, which provide a significant technological barrier [3][4]. - The company anticipates a substantial increase in net profit for the first half of 2025, projecting between 142 million to 162 million yuan, representing a year-on-year growth of 1,471% to 1,664% [4]. - Recent collaborations, including a partnership with Carbon Cloud Peptide for the development of a new GLP-1R/GIPR/GCGR triple agonist, highlight the company's rapid global expansion and innovation [4]. Group 3: Implications for the Industry - The partnership is expected to create a new paradigm for international pricing and financing of Chinese innovative drugs, addressing the high costs and risks associated with drug development [5][6]. - The RWA model offers a solution to the uncertainties of traditional financing methods, allowing for the tokenization of intangible assets and broader investor participation [6][7]. - Successful implementation of the RWA model could enhance Hanyu Pharmaceutical's competitive edge in the GLP-1 drug sector and set a precedent for future pharmaceutical RWA projects in China [7].