证券之星消息，1月13日医疗服务板块较上一交易日上涨4.15%，诺思格领涨。当日上证指数报收于 4138.76，下跌0.64%。深证成指报收于14169.4，下跌1.37%。医疗服务板块个股涨跌见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | | --- | --- | --- | --- | --- | --- | --- | | 301333 | 诺思格 | 76.48 | 20.01% | 5.52万 | | 3.97亿 | | 301257 | 電影斯 | 72.24 | 20.00% | 2.29万 | | 1.56亿 | | 301230 | 泓博医药 | 56.64 | 20.00% | 5.72万 | | 3.24亿 | | 301060 | 兰卫医学 | 13.28 | 19.96% | 1 35.21万 | | 4.41亿 | | 300404 | 博济医药 | 12.92 | 19.96% | 62.71万 | | 7.76亿 | | 300244 | 迪安诊断 | 29.16 | 11.90% | 151.60万 | | 46.46亿 | ...

Group 1: AI in Pharmaceuticals - The application of artificial intelligence (AI) in the pharmaceutical sector has progressed beyond early trials to a systematic deployment phase aimed at creating core value [1] - The focus of competition is shifting from mere technical algorithms to how companies can restructure their data, processes, and organizational systems around key R&D and commercialization aspects [1] - Leading institutions are developing specialized AI systems embedded with compliance frameworks to optimize clinical trial management, enhance laboratory efficiency, and improve the timeliness of business decisions [1] Group 2: Small Nucleic Acid Drugs - The small nucleic acid drug industry is expanding its value narrative from breakthroughs in cardiovascular diseases to new areas such as kidney diseases, which is a key growth story for the sector [2] - The core driver of this trend is the anticipated readout of several key clinical data points in 2026, with therapies targeting important pathway targets showing significant potential to reduce proteinuria and stabilize kidney function [2] - The active clinical advancements by international leading companies provide strong concept validation for the entire sector, expected to drive a new wave of R&D focus and commercial collaborations [2] Group 3: JPMorgan Healthcare Conference - The JPMorgan Healthcare Conference serves as a strategic barometer for observing annual trends, gathering hundreds of global biopharmaceutical companies and investment institutions [3] - The participation and visibility of Chinese companies have significantly increased, showcasing China's advancing position in global pharmaceutical innovation [3] - Key topics at the conference revolve around capital allocation and strategic partnerships, with Chinese assets that possess "innovation upgrades" and "cost advantages" attracting considerable attention [3] Group 4: Market Outlook - The outlook for the innovative drug sector remains strong, with significant capital inflow driven by factors such as robust global competitiveness of Chinese innovations and ongoing domestic policy support for innovative drugs and commercial insurance [3] - The commercial profitability of leading biotech companies is improving, and the sector is characterized by low valuation advantages [3] - The CXO sector is expected to have a positive outlook leading up to 2026, while the medical device sector may see a recovery in the second half of the year, with bright spots in specific segments of medical services [3]

Group 1 - The core point of the news is that Kanglong Chemical has seen a stock price increase of 5.23%, reaching 33.20 yuan per share, with a trading volume of 563 million yuan and a turnover rate of 1.22%, resulting in a total market capitalization of 59.036 billion yuan [1] - Kanglong Chemical, established on July 1, 2004, and listed on January 28, 2019, specializes in drug research, development, and production services [1] - The company's revenue composition includes laboratory services at 60.43%, CMC (small molecule CDMO) services at 21.58%, clinical research services at 14.58%, large molecule and cell and gene therapy services at 3.28%, and other services at 0.12% [1] Group 2 - From the perspective of fund holdings, one fund under Caitong Fund has a significant position in Kanglong Chemical, with the Caitong CSI ESG 100 Index Enhanced A (000042) holding 20,700 shares, accounting for 2.08% of the fund's net value, making it the seventh-largest holding [2] - The Caitong CSI ESG 100 Index Enhanced A fund has a total scale of 35.6448 million yuan, with a year-to-date return of 2.76%, ranking 4423 out of 5517 in its category, and a one-year return of 22.03%, ranking 3429 out of 4203 [2] - The fund manager, Gu Hongyuan, has been in position for 4 years and 234 days, with the fund's total asset scale at 494 million yuan, achieving a best return of 63.85% and a worst return of -23.03% during his tenure [3]

Group 1 - The core viewpoint of the news highlights a strong performance in innovative drug concept stocks, with notable increases in companies such as WuXi AppTec and Kanglong Chemical, which rose over 7%, and others like Xinlitai, which increased over 3% [1] - The innovative drug-related ETFs also saw significant gains, with an overall increase of over 2% [1] Group 2 - Specific ETF performance includes the Innovative Drug Industry ETF rising by 2.59% to 0.633, and other ETFs like the Innovative Drug ETF and the EasyGo Innovative Drug ETF also showing increases of 2.45% and 2.40% respectively [2] - Analysts indicate that core assets in innovative drugs are expected to continue rising, with new opportunities emerging in areas such as small nucleic acids and in vivo CAR technologies [2] - The long-term trend of innovative drug business development (BD) is seen as a pathway for China's innovative drug capabilities to gain recognition on the global stage, with core assets licensed to multinational corporations (MNCs) expected to realize value as clinical progress continues [2]

香港交易及結算所有限公司、香港聯合交易所有限公司（「聯交所」）及香港中央結算有限公司 （「香港結算」）對本公告的內容概不負責，對其準確性或完整性亦不發表任何聲明，並明確表 示概不就因本公告全部或任何部分內容而產生或因依賴該等內容而引致的任何損失承擔任何責 任。 （股份代號：3759） 海外監管公告 本公告乃康龍化成（北京）新藥技術股份有限公司（「本公司」）根據香港聯合交易所 有限公司證券上市規則第13.10B條作出。 茲載列本公司於深圳證券交易所網站刊登公告如下，僅供參閱。 承董事會命 康龍化成（北京）新藥技術股份有限公司 主席 Pharmaron Beijing Co., Ltd. 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） 樓柏良博士 中華人民共和國，北京 2026年1月9日 於本公告日期，董事會包括執行董事樓柏良博士、樓小強先生及鄭北女士；職工 代表董事李承宗先生；非執行董事李家慶先生及萬璇女士；獨立非執行董事李麗 華女士、曾勁峰教授及余堅先生。 证券代码：300759 证券简称：康龙化成 公告编号：2026-001 康龙化成（北京）新 ...

Group 1 - The core viewpoint of the article is that 康龙化成 (300759.SZ) is increasing its investment in 宁波甬康 by 50 million RMB to enhance its investment capabilities and promote high-quality development in the pharmaceutical industry [1] - After this additional investment, the total contribution of the company to 宁波甬康 will amount to 150 million RMB, representing 87.1343% of the total subscribed capital of the fund [1] - The company signed a limited partnership agreement regarding 宁波甬康 on January 9, 2026 [1]

二、进展事项 近日，公司已获得北京市发展和改革委员会、北京市商务局等主管单位对本 次追加投资的备案。根据《Share Subscription Agreement (Capital Increase)》的约 定，本次追加投资的全部交割先决条件已满足，截至 2026 年 1 月 8 日，全体投 资人已向合资公司足额支付追加投资款，合资公司已完成股东名册更新登记。 证券代码：300759 证券简称：康龙化成 公告编号：2026-001 康龙化成（北京）新药技术股份有限公司 关于追加投资境外参股公司暨关联交易的进展公告 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。 一、关联交易概述 2025 年 8 月 21 日，康龙化成（北京）新药技术股份有限公司（以下简称"公 司"）召开了第三届董事会独立董事专门会议第二次会议、第三届董事会第十五 次会议和第三届监事会第十三次会议，审议通过了《关于追加投资境外参股公司 暨 关 联交 易 的 议案 》， 同 意公 司 通 过 全资 子 公 司 Pharmaron (Hong Kong) International Limited ...

证券代码：300759 证券简称：康龙化成 公告编号：2026-002 一、投资事项概述 2025 年 3 月，康龙化成（北京）新药技术股份有限公司（以下简称"公司"） 签署了《关于宁波甬康股权投资合伙企业（有限合伙）（拟）之有限合伙协议》， 作为有限合伙人出资 10,000 万元人民币参与投资宁波甬康股权投资合伙企业（有 限合伙）（以下简称"宁波甬康"或"基金"）。具体内容详见公司于 2025 年 3 月 20 日在巨潮资讯网（http://www.cninfo.com.cn）披露的《关于参与私募股权 投资基金的公告》（公告编号：2025-010）。 康龙化成（北京）新药技术股份有限公司 关于追加认购投资基金份额的公告 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。 2025 年 4 月，宁波甬康已取得了宁波市市场监督管理局下发的《营业执照》， 并在中国证券投资基金业协会完成基金的备案手续，并取得《私募投资基金备案 证 明 》 。 具 体 内 容 详 见 公 司 于 2025 年 4 月 12 日 在 巨 潮 资 讯 网 （http://www.cninfo ...

Summary of Conference Call Records Industry Overview - The life sciences service sector, particularly the CXO segment, continues to experience high growth and is expected to deliver strong performance in 2026, benefiting from the upward cycle in innovative drugs and improved investment conditions [1][2][3] Key Companies and Performance - Notable companies in the life sciences service industry include: - **Hao Yuan Medicine**: Q3 revenue growth close to 30%, with a non-recurring profit growth of 70%. The company has secured orders exceeding 630 million yuan, a 50% year-on-year increase [2][8] - **Bai Ao Sai Tu**: Achieved a revenue growth of 60% in Q3 and recorded its first annual profit, with significant potential in humanized mouse sales and antibody business [2][8] - **WuXi AppTec**: Expected to see over 60% revenue growth in the ADC sector in the first half of 2026, with a strong order backlog [10][19] - **Kailai Ying**: Positioned well in the ADC market, with significant growth potential [10][19] - **Yangguang Nuohe**: Anticipated to achieve a profit of 300 million yuan in 2026, with a promising drug pipeline [20] Financial Performance - In the first three quarters of 2025, 16 representative life sciences service companies reported revenue and profit growth rates of high single digits and double digits, respectively. In Q3 alone, revenue and profit growth rates were double digits and 50%, indicating significant operational improvement [4][6] - The gross profit margin is expected to improve due to a clearer competitive landscape, leading to enhanced industry profitability [4] Market Trends - The overseas market is benefiting from improved investment conditions and the Federal Reserve's interest rate cuts, leading to an increase in the share of overseas business and expanding global market potential [7] - The domestic CRO market is experiencing a price recovery trend after years of intense competition, with expectations for more significant price improvements by 2027 as supply conditions stabilize [11][12] Growth Opportunities - The ADC and small nucleic acid sectors are projected to bring substantial order increases in 2026, with companies like WuXi AppTec and Hao Yuan Medicine expected to lead this growth [10][19] - The CRO sector is seeing a shift towards innovation, with companies like Yangguang Nuohe and Chengdu Xian Dao making progress in developing innovative drugs [13] Investment Recommendations - Recommended companies for investment include: - **WuXi AppTec**: Strong growth in peptide business and expected to achieve significant revenue increases [14][17] - **Kailai Ying**: Leading in peptide capacity expansion [14] - **Tigermed**: Positioned well in the CRO market with growth potential [21] - **Norseg and Prasis**: Expected to benefit from overall industry trends [17] Conclusion - The life sciences service industry is poised for continued growth, driven by innovative drug development, improved investment conditions, and a recovering market landscape. Key players are expected to deliver strong financial performance, making them attractive investment opportunities.

| 表格序號 | 大股東/董事/最高行政人員名稱 作出披露的 買入 / 賣出或涉及的股 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 | | | --- | --- | --- | --- | --- | --- | --- | | | | 份數目 | | | (請參閱上述*註解)有投票權股 (日 / 月 / 年 | | | | | | | | 份百分比 | | | | | | | | % | | | CS20260106E00581 | Norges Bank 1201(L) | | 3.659.500(L) | HKD 20.6572 | 14.545.724(L) | 4.94(L)05/01/2026 | | 股份代號: | | --- | | 上市法國名稱: | | 日期(日 / 月 / 年): | 格隆汇1月8日丨根据联交所最新权益披露资料显示，2026年1月5日，康龙化成(03759.HK)遭Norges Bank在场内以每股均价20.6572港元减持365.95万股，涉 资约7559.5万港元。 减持后，Norges Bank最新持股数目为14,545,724股，持 ...