A股创新药概念股局部反弹，翰宇药业午后直线拉升涨超10%，海辰药业、阳光诺和、广生堂涨超 10%，福源医药、万泽股份涨停，陇神戎发、京新药业、常山药业、舒泰神等跟涨。 ...

7月31日，医疗美容概念上涨0.43%，今日主力资金流入2.44亿元，概念股24只上涨，46只下跌。 主力资金净流入居前的分别为安科生物（4.03亿元）、常山药业（2.5亿元）、汉商集团（1.1亿元）、 乐普医疗（6230.96万元）、振东制药（4677.6万元）。 序号代码名称最新价涨跌幅主力净流入主力净占比1300009安科生物12.1120.024.03亿元10.5%2300255常 山药业42.33.172.50亿元9.44%3600774汉商集团11.3310.01.10亿元40.97%4300003乐普医疗 15.560.846230.96万元5.49%5300158振东制药8.6216.644677.60万元2.15%6300238冠昊生物 17.41.163491.91万元8.34%7300753爱朋医疗31.397.283162.54万元5.27%8000725京东方Ａ4.04- 0.982808.99万元1.6%9000935四川双马19.550.572758.18万元9.8%10300244迪安诊断16.11.582710.14万元 4.4% 来源：金融界 ...

Market Overview - The Shanghai Composite Index rose by 0.12% on July 28, with 15 sectors experiencing gains, led by defense and non-bank financials, which increased by 1.86% and 1.51% respectively. The pharmaceutical and biological sector ranked third in terms of gains [1] - Conversely, the coal and steel sectors saw declines of 2.60% and 1.41% respectively [1] Fund Flow Analysis - The main funds in the two markets experienced a net outflow of 18.575 billion yuan, with 8 sectors seeing net inflows. The electronics sector led with a net inflow of 3.655 billion yuan and a daily increase of 1.10%, followed by the communications sector with a net inflow of 2.848 billion yuan and a daily increase of 1.24% [1] - In contrast, 23 sectors faced net outflows, with the computer sector leading at a net outflow of 6.892 billion yuan, followed by the non-ferrous metals sector with a net outflow of 3.254 billion yuan [1] Pharmaceutical and Biological Sector Performance - The pharmaceutical and biological sector increased by 1.47% with a net inflow of 314 million yuan. Out of 474 stocks in this sector, 265 rose, 9 hit the daily limit up, while 191 fell, with 2 hitting the daily limit down [2] - Notably, 178 stocks in this sector experienced net inflows, with 8 stocks seeing inflows exceeding 100 million yuan. The top stock for net inflow was Heng Rui Medicine, with an inflow of 1.256 billion yuan, followed by Lu Kang Medicine and Zhong Sheng Pharmaceutical with inflows of 181 million yuan and 169 million yuan respectively [2] Top Gainers in Pharmaceutical Sector - The top gainers in the pharmaceutical sector included: - Heng Rui Medicine: +10.00% with a turnover rate of 2.56% and a main fund flow of 1.255 billion yuan - Lu Kang Medicine: +4.30% with a turnover rate of 15.05% and a main fund flow of 181 million yuan - Zhong Sheng Pharmaceutical: +7.88% with a turnover rate of 11.59% and a main fund flow of 169 million yuan [3] Top Losers in Pharmaceutical Sector - The top losers in the pharmaceutical sector included: - Changshan Pharmaceutical: -0.28% with a main fund outflow of 122.818 million yuan - Shenzhou Cell: -1.14% with a main fund outflow of 102.235 million yuan - WuXi AppTec: +3.08% with a main fund outflow of 94.187 million yuan [4]

证券代码：300255 证券简称：常山药业 公告编号：2025-31 河北常山生化药业股份有限公司（以下简称"公司"）于 2025 年 5 月 19 日 召开的 2024 年度股东大会审议并通过《关于提供担保额度预计的议案》，同意公 司为全资子公司河北常山凯库得生物技术有限公司（以下简称"凯库得"）借款 融资提供不超过 3.6 亿元的担保额度，上述额度期限自股东大会审议通过之日起 至 2025 年度股东大会之日。具体内容详见公司刊登于巨潮资讯网的《关于提供 担保额度预计的公告》（公告编号：2025-14）。 二、担保进展 2025 年 7 月 21 日，公司与中国农业银行股份有限公司正定县支行（以下简 称"农业银行"）签订了《保证合同》，公司为凯库得与农业银行签订的固定资 产借款合同下 772.2 万元的本金及利息提供连带责任保证。 本次担保事项在已经审议的年度担保额度范围内，无需再提交公司董事会或 股东大会审议。 河北常山生化药业股份有限公司 关于为全资子公司提供担保的进展公告 本公司及董事会全体成员保证信息披露内容的真实、准确和完整，没有虚 假记载、误导性陈述或重大遗漏。 一、担保情况概述 | | | | ...

证券代码：300255 证券简称：常山药业 公告编号：2025-30 河北常山生化药业股份有限公司 关于为公司提供担保的进展公告 本公司及董事会全体成员保证信息披露内容的真实、准确和完整，没有虚 假记载、误导性陈述或重大遗漏。 一、担保情况概述 河北常山生化药业股份有限公司（以下简称"公司"、"母公司"）于 2025 年 5 月 19 日召开的 2024 年度股东大会审议并通过《关于提供担保额度预计的议 案》，同意全资子公司常山生化药业（江苏）有限公司（以下简称"江苏子公司"） 为母公司借款融资提供不超过 10.4 亿元的担保额度，同意全资子公司河北常山 凯库得生物技术有限公司（以下简称"凯库得"）为母公司借款融资提供不超过 6.4 亿元的担保额度，上述额度期限自股东大会审议通过之日起至 2025 年度股东 大会之日。具体内容详见公司刊登于巨潮资讯网的《关于提供担保额度预计的公 告》（公告编号：2025-14）。 二、担保进展 2025 年 7 月 18 日，江苏子公司与邯郸银行股份有限公司石家庄分行（以下 简称"邯郸银行"）签订了《保证合同》，江苏子公司为公司与邯郸银行签署的 《流动资金借款合同》（编号：J ...

Group 1: ExxonMobil Huizhou Ethylene Project - The ExxonMobil Huizhou Ethylene Project Phase I officially commenced production on July 15, with a total investment of $10 billion, marking it as the first major petrochemical project wholly owned by a U.S. company in China and the first foreign-funded petrochemical project in the Guangdong-Hong Kong-Macao Greater Bay Area [1][2] - Ethylene, known as the "mother of the petrochemical industry," is a crucial raw material for organic chemicals, and the project aims to produce high-end chemical products to effectively meet domestic market demand [1] Group 2: XPeng Heavens' B Round Financing - XPeng Heavens announced the completion of a $250 million B round financing on July 15, which will be used to ensure the smooth progress of research and development, mass production, and commercialization of flying cars [3] - The world's first flying car mass production factory has been topped out and is currently undergoing equipment debugging, with plans to be completed in the fourth quarter of this year, and the "land aircraft carrier" is expected to be delivered in 2026 [3][4] Group 3: Guangdong's Innovative Drug Approvals - Guangdong has received approval from the National Medical Products Administration for 25 Class I innovative drugs and 48 innovative medical devices, showcasing products like Ivosidenib injection and Orelabrutinib tablets [5] - The province ranks among the top in the country in terms of the number of pharmaceutical, medical device, and cosmetic manufacturing enterprises, as well as the quantity of registered products and innovative approvals [5][6] Group 4: Macao Tourism Price Index - The Macao tourism price index increased by 1.42% year-on-year in the second quarter of 2025, driven by higher prices for jewelry, watches, and entertainment, while clothing and dining services saw price declines [7] - The price index for miscellaneous items (jewelry, watches, and crafts) and entertainment and cultural activities rose by 13.40% and 12.00% respectively, while clothing and dining prices fell by 3.14% and 2.80% [7] Group 5: Shenzhen Stock Market Performance - The Shenzhen Component Index closed at 10,744.56 points, up 0.56% on July 15 [8] - Notable gainers included Dingjie Zhishi with a price of 46.02 yuan, up 20.00%, and Xinyi Sheng at 157.08 yuan, also up 20.00% [8]

两市全天特大单净流出204.17亿元，其中27股特大单净流入超2亿元，新易盛特大单净流入18.22亿元， 特大单净流入资金居首。 沪指今日收盘下跌0.42%。资金面上看，沪深两市全天特大单净流出204.17亿元，共计1460股特大单净 流入，3305股特大单净流出。 从申万一级行业来看，今日有4个行业特大单资金净流入，通信特大单净流入规模居首，净流入资金 29.83亿元，该行业指数今日上涨4.61%，其次是计算机，今日上涨1.42%，净流入资金为15.75亿元，净 流入资金居前的还有汽车、钢铁等行业。 特大单资金净流出的行业共有27个，净流出资金最多的是电力设备，特大单净流出资金25.05亿元，其 次是有色金属，特大单净流出资金23.48亿元，净流出资金居前的还有医药生物、非银金融等行业。 具体到个股来看，27股特大单净流入超2亿元，新易盛特大单净流入18.22亿元，净流入资金规模居首； 利欧股份特大单净流入资金15.88亿元，位列第二；净流入资金居前的还有浪潮信息、用友网络、宁波 韵升等。特大单净流出股中，四方精创特大单净流出资金5.73亿元，净流出资金最多；东方财富、常山 药业特大单净流出资金分别为5.3 ...

创新药概念股集体调整， 塞力医疗、 联环药业跌停， 常山药业、 哈三联、 润都股份、 泓博医药、 北 陆药业、 昂利康、 舒泰神等跌超5%。 ...

Core Viewpoint - The innovation drug sector is experiencing positive developments with the official launch of the 2025 National Basic Medical Insurance, Maternity Insurance, and Work Injury Insurance Drug Directory and the Commercial Health Insurance Innovation Drug Directory adjustment [1][4]. Group 1: Policy Changes - The National Healthcare Security Administration (NHSA) has initiated the adjustment of the drug directories, allowing eligible applicants to submit online applications from July 11 to July 20 [4]. - The newly added commercial health insurance innovation drug directory focuses on high innovation, significant clinical value, and substantial patient benefits, which cannot be included in the basic directory due to exceeding the "basic protection" scope [4][5]. - The NHSA has released a series of documents outlining the adjustment work plan, including guidelines for the new commercial health insurance innovation drug directory [2][4]. Group 2: Market Reactions - The innovation drug sector has shown strong performance in the secondary market, with the Wind Innovation Drug Index rising over 2% on July 11, and several companies like Yifang Bio and Changshan Pharmaceutical seeing significant stock price increases [3][4]. - Multiple brokerages express optimism about the innovation drug sector and its related industrial chain, indicating a positive outlook for future investments [3][6]. Group 3: Institutional Support - The NHSA and the National Health Commission have issued measures to support high-quality development of innovation drugs, encouraging the use of healthcare data for drug research and promoting investment in innovation drugs by commercial health insurance [6][7]. - The measures also propose the establishment of a commercial health insurance innovation drug directory, which will include drugs that exceed basic insurance coverage but have high innovation and clinical value [6][7]. Group 4: Industry Growth Potential - Analysts highlight that the innovation drug sector has maintained rapid growth in product revenue and external licensing over the past three years, with significant business development (BD) transactions occurring this year [7][8]. - The increasing international competitiveness of Chinese innovation drug assets is noted, with clinical data gaining prominence at academic conferences and BD transactions on the rise [8][9].

Group 1: Innovation Drug Sector - The innovation drug concept is experiencing a resurgence, with Kangchen Pharmaceutical hitting the daily limit up [3] - Other companies in the sector such as Changshan Pharmaceutical and Boteng Co. saw increases exceeding 10% [3] - The overall market sentiment is positive, with the A-share market showing slight gains [1][2] Group 2: Stablecoin Concept - The stablecoin concept is also seeing significant gains, with Guoao Technology reaching a daily limit up of 20% [3] - Other companies like Geer Software and Greenland Holdings also hit their daily limits [3] - The Shanghai Municipal State-owned Assets Supervision and Administration Commission is focusing on the development trends of cryptocurrencies and stablecoins [3] Group 3: Real Estate Sector - The real estate sector is showing strong performance, with companies like Yucheng Development achieving five consecutive limit ups [4] - Policies to stabilize the housing market are being implemented, with over 150 measures introduced to optimize housing provident fund policies [4] - Other real estate companies such as Tianbao Infrastructure and Greenland Holdings also saw significant gains [4] Group 4: Pork Sector - The pork sector is experiencing notable activity, with Zhenghong Technology hitting the daily limit up [5] - Other companies like Dongrui Co. and Muyuan Foods are also among the top gainers in this sector [5]