香港联交所最新资料显示，2月4日，Norges Bank减持康龙化成(03759)183.42万股，每股作价20.4681港 元，总金额约为3754.26万港元。减持后最新持股数目约为2073.72万股，最新持股比例为5.88%。 ...

香港联交所最新资料显示，2月4日，Norges Bank减持康龙化成（300759）(03759)183.42万股，每股作 价20.4681港元，总金额约为3754.26万港元。减持后最新持股数目约为2073.72万股，最新持股比例为 5.88%。 ...

减持后，Norges Bank最新持股数目为2073.722万股，持股比例由6.40%下降至5.88%。 格隆汇2月6日丨根据联交所最新权益披露资料显示，2026年2月4日，康龙化成(03759.HK)遭Norges Bank在场内以每股均价20.4681港元减持183.42万股，涉 资约3754.26万港元。 | 表格序號 | 大股東/董事/最高行政人員名稱 作出披露的 買入 / 費出或涉及的股 每股的平均價 | | | 持有權益的股份數目 佔已發行的 有關事件的日 | | | --- | --- | --- | --- | --- | --- | | | | 意大 | 份數目 | (請參閱上述*註解)有投票權股(日/月/年 | | | | | | | 份百分比 | | | and and and the production of the many of the many of the seco CS20260205E00514 | Norges Bank 1.834.200(L HKD 20.4681 | 1201(L) | | 20.737.224(L) | 5.88(L)04/02/2026 | ...

Core Viewpoint - The ChiNext Medical Index (970082) closed at 3882.75 points, down 0.63%, with a trading volume of 14.157 billion yuan and a turnover rate of 2.13% on February 6 [1] Group 1: Index Performance - Among the index constituents, 22 stocks rose while 28 stocks fell, with Tigermed leading the gainers at 3.06% and Aier Eye Hospital leading the decliners at 3.82% [1] - The top ten constituents of the ChiNext Medical Index include Aier Eye Hospital (9.18% weight, latest price 11.07, -3.82% change) and Tigermed (8.52% weight, latest price 65.65, +3.06% change) [1] Group 2: Market Capitalization - The total market capitalization of Aier Eye Hospital is approximately 103.232 billion yuan, while Tigermed's market capitalization is around 56.526 billion yuan [1] - Other notable companies include Mindray Medical (229.746 billion yuan) and Kanglong Chemical (55.486 billion yuan) [1] Group 3: Capital Flow - The net outflow of main funds from the ChiNext Medical Index constituents totaled 604 million yuan, while retail investors saw a net inflow of 412 million yuan [1] - The detailed capital flow shows that Tigermed had a net inflow of 14.716 million yuan from main funds, while retail investors experienced a net outflow of 1.41 million yuan [2]

Core Viewpoint - The article discusses the increasing demand and rising prices for experimental monkeys in the biopharmaceutical industry, highlighting a supply shortage that is impacting drug development processes [4][5][7]. Group 1: Market Dynamics - The demand for experimental monkeys, particularly the crab-eating macaque, is critical in preclinical drug evaluations, with over 70% of large molecule drugs relying on them [8][11]. - The price of experimental monkeys has surged from approximately 80,000 yuan per monkey in early 2025 to 150,000 yuan currently, reflecting a significant supply-demand imbalance [15]. - The supply of experimental monkeys is constrained by their long breeding cycles, with a complete cycle taking 6-7 years, and each female typically producing only one offspring per year [12][17]. Group 2: Company Performance - Companies with sufficient experimental monkey resources, such as Zhaoyan New Drug, have reported significant profit increases, with net profits rising by 214% to 371% despite a revenue decline [5]. - Zhaoyan New Drug has expanded its breeding capabilities through acquisitions and self-built facilities, now housing over 10,000 monkeys, positioning itself as a leader in the market [12][17]. Group 3: Industry Trends - The biopharmaceutical industry is experiencing a shift as major Contract Research Organizations (CROs) like WuXi AppTec and Kanglong Chemical are aggressively acquiring monkey resources, which now account for over half of the industry’s total supply [17]. - A projected shortfall of approximately 10,000 experimental monkeys per year is expected in China from 2025 to 2027, indicating a growing gap between supply and demand [18]. Group 4: Regulatory and Technological Changes - Recent regulatory changes in the U.S. and China aim to reduce reliance on animal testing, promoting alternative methods such as AI and virtual models, although these technologies are not yet ready to fully replace experimental monkeys [19][20]. - The industry is encouraged to adapt to these changes by integrating traditional animal testing with emerging technologies to create a comprehensive drug development evaluation system [21].

股份發行人及根據《上市規則》第十九B章上市的香港預託證券發行人的證券變動月報表 截至月份: 2026年1月31日 狀態: 新提交 致：香港交易及結算所有限公司 公司名稱: 康龍化成（北京）新藥技術股份有限公司 (於中華人民共和國註冊成立的股份有限公司） 呈交日期: 2026年2月4日 I. 法定/註冊股本變動 | 1. 股份分類 | 普通股 | 股份類別 | H | | | 於香港聯交所上市 (註1) | | 是 | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 證券代號 (如上市) | 03759 | 說明 | H股 | | | | | | | | | | 法定/註冊股份數目 | | | 面值 | | | 法定/註冊股本 | | | 上月底結存 | | | 301,537,125 | RMB | | 1 | RMB | | 301,537,125 | | 增加 / 減少 (-) | | | 58,440,762 | | | | RMB | | 58,440,762 | | 本月底結存 | | | 359,977,887 | ...

| 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | --- | --- | --- | --- | --- | --- | | 920670 | 数字人 | 17.40 | -2.90% | 4.22万 | 7334.01万 | | 688796 | 百奧賽图 | 70.25 | -1.94% | 2.12万 | 1.49亿 | | 688265 | 南模生物 | 46.47 | -1.57% | 8256.97 | 3837.54万 | | 301293 | 三博脑科 | 77.52 | -1.49% | 13.51万 | 10.39 亿 | | 688222 | 成都先导 | 31.11 | -0.70% | 10.23万 | 3.17亿 | | 301333 | 诺思格 | 78.50 | -0.61% | 3.30万 | 2.56亿 | | 301520 | 万邦医药 | 44.83 | -0.20% | 7206.65 | 3232.19万 | | 301509 | 我们走势 | 36.34 | -0.06% | 1.75万 | 6335.15万 | | 6886 ...

股份發行人及根據《上市規則》第十九B章上市的香港預託證券發行人的證券變動月報表 截至月份: 2026年1月31日 狀態: 新提交 致：香港交易及結算所有限公司 公司名稱: 康龍化成（北京）新藥技術股份有限公司 (於中華人民共和國註冊成立的股份有限公司） 呈交日期: 2026年2月4日 I. 法定/註冊股本變動 | 1. 股份分類 | 普通股 | 股份類別 | H | | | 於香港聯交所上市 (註1) | | 是 | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 證券代號 (如上市) | 03759 | 說明 | H股 | | | | | | | | | | 法定/註冊股份數目 | | | 面值 | | | 法定/註冊股本 | | | 上月底結存 | | | 301,537,125 | RMB | | 1 | RMB | | 301,537,125 | | 增加 / 減少 (-) | | | 58,440,762 | | | | RMB | | 58,440,762 | | 本月底結存 | | | 359,977,887 | ...

资金流向方面，创业板医疗（970082）指数成份股当日主力资金净流入合计1.45亿元，游资资金净流出 合计3932.48万元，散户资金净流出合计1.06亿元。成份股资金流向详情见下表： | 代码 | 名称 | 主力净流入(元) | 主力净占比 游资净流入 (元) | | 游资净占比 散户净流入 (元) | | 散户净占比 | | --- | --- | --- | --- | --- | --- | --- | --- | | 300347 | 泰格医药 | 1.0514 | 10.00% | 8550.73万 | 8.29% | -1.89 Z | -18.28% | | 300896 | 爱美客 | 8599.52万 | 9.08% | -4731.11万 | -4.99% | -3868.41万 | -4.08% | | 300244 | 迪安诊断 | 6648.66万 | 6.13% | -539.06万 | -0.50% | -6109.60万 | -5.63% | | 301293 | 三博脑科 | 5726.39万 | 5.54% | 3264.08万 | 3.16% | -8990.47万 | ...

截至2026年2月3日 10:48，中证医药及医疗器械创新指数(931484)成分股方面涨跌互现，爱美客领涨 2.18%，新产业上涨1.94%，东阿阿胶上涨1.71%；海思科领跌。医疗创新ETF(516820)最新报价0.35元。 数据显示，截至2026年1月30日，中证医药及医疗器械创新指数(931484)前十大权重股分别为药明康 德、迈瑞医疗、恒瑞医药、爱尔眼科、片仔癀、新和成、华东医药、康龙化成、艾力斯、甘李药业，前 十大权重股合计占比63.9%。 风险提示：基金有风险，投资需谨慎。基金管理人承诺以诚实信用、勤勉尽责的原则管理和运用基金资 产，但不保证本基金一定盈利，也不保证最低收益。基金管理人提醒投资人基金投资的"买者自负"原 则，在做出投资决策后，基金运营状况与基金净值变化引致的投资风险，由投资人自行负担。基金的过 往业绩及其净值高低并不预示其未来业绩表现，基金管理人管理的其他基金的业绩不构成对本基金业绩 表现的保证。投资人购买基金，既可能按其持有份额分享基金投资所产生的收益，也可能承担基金投资 所带来的损失。投资人应当认真阅读《基金合同》《招募说明书》等基金法律文件，全面认识本基金的 风险收益特征 ...