截至6月17日收盘，重组蛋白概念下跌2.05%，位居概念板块跌幅榜前列，板块内，科兴制药、一品 红、赛升药业等跌幅居前，股价上涨的有10只，涨幅居前的有智飞生物、华北制药、未名医药等，分别 上涨4.76%、4.61%、2.07%。 | 688553 | 汇宇制药 | -2.94 | 2.43 | -1202.52 | | --- | --- | --- | --- | --- | | 600645 | 中源协和 | -1.63 | 2.20 | -1191.30 | | 301080 | 百普赛斯 | -4.54 | 3.41 | -591.08 | | 688179 | 阿拉丁 | -1.83 | 2.16 | -474.18 | | 000813 | 德展健康 | -0.90 | 2.07 | -446.55 | | 002581 | 未名医药 | 2.07 | 6.91 | -352.83 | | 000638 | *ST万方 | -0.40 | 2.63 | -343.34 | | 688253 | 英诺特 | 1.13 | 1.86 | -324.32 | | 301371 | 敷尔佳 | -1.1 ...

Group 1 - The recombinant protein concept sector declined by 0.82%, ranking among the top declines in concept sectors, with notable declines in companies such as Kexing Pharmaceutical, Jieya Co., and Yipinhong [1] - Among the 14 stocks that rose, Furuida, Borui Pharmaceutical, and Saiseng Pharmaceutical had the highest increases of 10.06%, 3.54%, and 2.90% respectively [1] - The sector experienced a net outflow of 232 million yuan from main funds, with 35 stocks seeing net outflows, and five stocks experiencing outflows exceeding 30 million yuan [2] Group 2 - The top net outflow stock was Saiseng Pharmaceutical, with a net outflow of 65.48 million yuan, followed by Xilong Science, Zhongyuan Qihe, and Borui Pharmaceutical with net outflows of 61.32 million yuan, 53.12 million yuan, and 51.87 million yuan respectively [2][3] - The stocks with the highest net inflows included Furuida, Maiwei Bio, and Ruizhi Pharmaceutical, with net inflows of 189 million yuan, 39.29 million yuan, and 18.25 million yuan respectively [2] - The trading volume and price changes of various stocks in the recombinant protein sector indicate significant market activity, with Saiseng Pharmaceutical showing a trading rate of 35.58% despite the outflow [3]

贝达药业（300558）公告，公司于2025年5月8日召开的2024年度股东大会审议通过了《2024年度利润分 配预案》。以总股本4.21亿股为基数，向全体股东每10股派发现金红利1.99元(含税)，共分配现金红利 8369.72万元。股权登记日为2025年6月16日，除权除息日为2025年6月17日。分红派息对象为截止2025 年6月16日在中国证券登记结算有限责任公司深圳分公司登记在册的公司全体股东。公司此次委托中国 结算深圳分公司代派的A股股东现金红利将于2025年6月17日通过股东托管证券公司直接划入其资金账 户。 ...

贝达药业股份有限公司 2024 年度分红派息实施公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚假 记载、误导性陈述或重大遗漏。 证券代码：300558 证券简称：贝达药业 公告编号：2025-045 特别提示： 1、贝达药业股份有限公司（以下简称"公司"）于 2025 年 5 月 8 日召开的 2024 年度股东大会审议通过《2024 年度利润分配预案》：以总股本 418,485,885 股为基数，向全体股东每 10 股派发现金红利 2.00 元（含税），共分配现金红利 83,697,177.00 元；剩余未分配利润结转以后年度分配。不进行资本公积金转增股 本，不送红股。若在分配方案实施前公司总股本发生变化的，分配比例将按分派 总额不变的原则相应调整。 二、本次实施的利润分配方案 2、2025 年 5 月 27 日，公司 2023 年限制性股票激励计划首次授予部分第一 个归属期归属股份完成登记并上市流通，本次归属股票 2,247,958 股，归属完成 后公司总股本由 418,485,885 股增加至 420,733,843 股。 3、鉴于在 2024 年度利润分配方案实施前公司总股本发 ...

Investment Rating - Investment Rating: Positive [2] Core Insights - The pharmaceutical and biotechnology industry index increased by 3.36%, ranking 6th among 31 primary industries, outperforming the CSI 300 index, which decreased by 0.21% [5][17] - The valuation of the pharmaceutical and biotechnology industry as of June 6, 2025, is 28.24x (TTM, excluding negative values), up from 27.60x in the previous period, indicating an upward trend but still below the average [5][23] - Notable sub-industry performance includes chemical preparations and other biological products, with increases of 5.77% and 4.68% respectively, while offline pharmacies saw a decline of 1.15% [5][17] Industry Review - The report highlights three major investment opportunities: 1) Companies with dual-antibody/multi-antibody technology platforms that have differentiated target design capabilities and clinical advancement efficiency are likely to attract international giants [9] 2) Areas with unmet clinical needs, such as advanced liver cancer and non-small cell lung cancer, are promising for dual-antibody therapy development [9] 3) Potential license-out candidates, as domestic innovative pharmaceutical companies continue to engage in global collaborations [9] Important Industry News - CDE launched the "Star Plan" to encourage the development of pediatric anti-cancer drugs, addressing significant unmet clinical needs in this area [7][32] - Alcon's dry eye medication "Tryptyr" received FDA approval, marking it as the first of its kind globally [39] - Hansoh Pharmaceutical's third-generation EGFR-TKI "Amivantamab" was approved in the UK for first-line treatment of NSCLC, becoming the first domestically developed EGFR-TKI approved overseas [42] - BMS and BioNTech entered a collaboration for the dual-antibody candidate BNT327, with an upfront payment of $1.5 billion and potential milestone payments of $7.6 billion [51] Company Dynamics - Stone Pharmaceutical is negotiating three potential deals totaling $5 billion, involving several products including EGFR ADCs [49] - BMS's "Rotecip" was approved for treating lower-risk myelodysplastic syndromes, marking a significant innovation in this therapeutic area [45] - AbbVie’s JAK inhibitor "Upadacitinib" was approved for treating giant cell arteritis, becoming the first approved treatment for this condition in China [48]

证券时报·数据宝统计显示，具体到个股，6月3日共有1901只股获融资净买入，净买入金额在千万元以 上的有337只，其中11只融资净买入额超亿元。格力电器融资净买入额居首，当日净买入2.99亿元，其 次是比亚迪、光启技术，融资净买入金额分别为2.76亿元、2.39亿元，融资净买入金额居前的还有美的 集团、五粮液、国电南瑞等。 分行业统计，获融资客净买入超亿元个股中，食品饮料、汽车、家用电器等行业最为集中，分别有2 只、2只、2只个股上榜。板块分布上，大手笔净买入个股中，主板有9只，创业板有2只。 融资客大手笔净买入个股中，从最新融资余额占流通市值比例看，算术平均值为2.87%，融资余额占比 最高的是天阳科技，该股最新融资余额6.61亿元，占流通市值的比例为8.96%，融资余额占比较高的还 有光启技术、赛力斯、比亚迪，占比分别为6.93%、4.34%、3.17%。（数据宝） 6月3日融资客净买入金额排名 截至6月3日，市场融资余额合计1.79万亿元，较前一交易日增加34.52亿元，其中，沪市融资余额 9065.40亿元，较前一交易日增加14.74亿元；深市融资余额8807.56亿元，较前一交易日增加19.81亿元 ...

截至6月3日收盘，重组蛋白概念上涨3.64%，位居概念板块涨幅第3，板块内，45股上涨，*ST万方涨 停，诺思兰德、科兴制药、海特生物等涨幅居前，分别上涨18.82%、14.97%、13.18%。跌幅居前的有 *ST苏吴、博瑞医药、西陇科学等，分别下跌4.78%、2.48%、1.42%。 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（%） | | --- | --- | --- | --- | | 中韩自贸区 | 4.23 | 特钢概念 | -0.93 | | 细胞免疫治疗 | 3.87 | 医疗废物处理 | -0.51 | | 重组蛋白 | 3.64 | 果指数 | -0.41 | | 足球概念 | 3.56 | 无线充电 | -0.39 | | 毛发医疗 | 3.51 | 光热发电 | -0.33 | | CRO概念 | 3.41 | 深圳国企改革 | -0.24 | | 创新药 | 3.38 | F5G概念 | -0.23 | | 培育钻石 | 3.11 | 租售同权 | -0.22 | | 仿制药一致性评价 | 3.08 | 一体化压铸 | -0.21 | | 眼 ...

Core Viewpoint - The cell immunotherapy sector has shown significant growth, with a 3.87% increase, ranking second among concept sectors, driven by strong performances from several stocks [1][2]. Group 1: Sector Performance - As of June 3, the cell immunotherapy concept saw 51 stocks rise, with notable gainers including Shutaishen and Guanhao Biological, both reaching a 20% limit up [1]. - Other top performers in the sector included Hainan Haiyao, Rui Zhi Pharmaceutical, and Zuo Li Pharmaceutical, with increases of 9.97%, 13.15%, and 10.66% respectively [1][2]. - Conversely, stocks like Xue Rong Biological, *ST Biological, and Fosun Pharmaceutical experienced declines of 1.76%, 1.14%, and 0.39% respectively [1]. Group 2: Capital Flow - The cell immunotherapy sector attracted a net inflow of 269 million yuan, with 34 stocks receiving significant capital inflows [2]. - Leading the net inflow was Huahai Pharmaceutical, which saw 266 million yuan enter, followed by Guanhao Biological and Hainan Haiyao with inflows of 159 million yuan and 64.85 million yuan respectively [2][3]. - The highest net inflow ratios were recorded for ST Zhongzhu, Hainan Haiyao, and Huahai Pharmaceutical, at 15.16%, 13.79%, and 12.53% respectively [3]. Group 3: Stock Specifics - Huahai Pharmaceutical had a daily increase of 7.63% with a turnover rate of 7.71% and a net capital flow of 266.08 million yuan [3]. - Guanhao Biological surged by 19.97% with a turnover rate of 28.68% and a net capital flow of 159.24 million yuan [3]. - Hainan Haiyao also performed well, increasing by 9.97% with a turnover rate of 6.18% and a net capital flow of 64.85 million yuan [3].

Core Viewpoint - The ophthalmology medical concept sector has shown a significant increase, with a rise of 3.08%, ranking it as the 10th highest among concept sectors, indicating strong market interest and investment potential in this area [1][2]. Group 1: Market Performance - As of June 3, the ophthalmology medical concept sector saw 42 stocks increase in value, with notable performers including Guanhao Biological, which hit a 20% limit up, and ST Zhongzhu, which also reached its limit up [1]. - Other top gainers in the sector included Nuo Si Lan De (up 18.82%), Hai Te Biological (up 13.18%), and Bei Da Pharmaceutical (up 7.34%) [1]. - Conversely, the sector experienced declines from companies such as Kanghong Pharmaceutical (down 2.16%), Chuangwei Digital (down 2.05%), and Jianghe Group (down 1.60%) [1]. Group 2: Capital Flow - The ophthalmology medical concept sector attracted a net inflow of 107 million yuan from major funds, with 25 stocks receiving net inflows, and 12 stocks exceeding 10 million yuan in net inflow [2]. - Guanhao Biological led the sector with a net inflow of 159 million yuan, followed by Bei Da Pharmaceutical (61.32 million yuan), Ma Ying Long (24.37 million yuan), and Hai Te Biological (21.22 million yuan) [2][3]. - The net inflow ratios for ST Zhongzhu, Huashen Technology, and Guanhao Biological were 15.16%, 13.41%, and 11.88%, respectively, indicating strong investor confidence in these stocks [3].

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][37]. Core Insights - The pharmaceutical and biotechnology sector saw an overall increase of 2.21% in the week from May 26 to May 30, ranking second among 31 industries in the Shenwan index and outperforming the CSI 300 index by 3.29 percentage points. Year-to-date, the sector has risen by 6.61%, ranking sixth among the 31 industries and outperforming the CSI 300 index by 9.02 percentage points [4][13][15]. - The current PE valuation for the pharmaceutical and biotechnology sector is 27.98 times, which is at the historical median level, with a valuation premium of 137% compared to the CSI 300 index. The top three sub-sectors in terms of growth are chemical pharmaceuticals, biological products, and medical services, with increases of 3.83%, 3.14%, and 2.46% respectively [4][22][15]. - A total of 373 stocks (77.9%) in the sector rose last week, while 97 stocks (20.3%) declined. The top five gainers were Shuyou Shen (60.41%), Huason Pharmaceutical (41.97%), Changshan Pharmaceutical (35.91%), Huana Pharmaceutical (32.62%), and Yifang Biological (30.51%) [4][27]. Market Performance - The pharmaceutical and biotechnology sector's performance is highlighted by the approval of 11 innovative drugs by the National Medical Products Administration (NMPA) on May 29, which enhances treatment options for patients and showcases the increasing innovation capability of China's pharmaceutical industry [5][29]. - The 2025 American Society of Clinical Oncology (ASCO) annual meeting showcased several domestic innovative drug projects, indicating that local companies are gaining international recognition for their innovative capabilities [5][32]. Investment Recommendations - The report suggests focusing on the innovative drug sector as it is the most certain and leading sub-sector within the pharmaceutical and biotechnology industry. Additionally, it recommends exploring investment opportunities in medical devices, traditional Chinese medicine, chain pharmacies, and medical services [6][35]. - Recommended stocks include Beida Pharmaceutical, Te Bao Biological, Qianhong Pharmaceutical, Ling Rui Pharmaceutical, and Lao Bai Xing. Stocks to watch include Kelong Pharmaceutical, Rongchang Biological, Kaili Medical, Huaxia Eye Hospital, and Baipu Sais [6][35].