(责任编辑：宋政 HN002) 格隆汇8月1日｜A股市场中药股逆势上涨，其中，生物谷涨近25%，维康药业20CM涨停，新光药业 (300519)涨13%，大唐药业涨近11%，天目药业(600671)、新天药业(002873)、太龙药业(600222)、奇正 藏药(002287)、贵州百灵(002424)10CM涨停，众生药业(002317)涨超8%，亚宝药业(600351)、沃华医药 (002107)涨超6%。 | 代码 | 名称 | 涨幅% ↓ | 总市值 | 年初至今涨幅%。 | | --- | --- | --- | --- | --- | | 833266 | 生物谷 | 24.91 | 17.60亿 | 51.12 | | 300878 | 维康药业 | 20.00 | 37.10亿 | 71.51 | | 300519 | 新光药业 | 13.04 | 31.76亿 | 52.71 | | 836433 | 大唐药业 | 10.76 | 22.14亿 | 42.65 | | 600671 | 天目药业 | 10.03 | 18.71亿 | 74.94 | | 002873 | 新天药业 | 10. ...

MACD金叉信号形成，这些股涨势不错！ 格隆汇8月1日｜A股市场中药股逆势上涨，其中，生物谷（维权）涨近25%，维康药业（维权）20CM 涨停，新光药业涨13%，大唐药业涨近11%，天目药业、新天药业、太龙药业、奇正藏药、贵州百灵 （维权）10CM涨停，众生药业涨超8%，亚宝药业、沃华医药（维权）涨超6%。 | 代码 | 名称 | 涨幅% ↓ | 总市值 | 年初至今涨幅% | | --- | --- | --- | --- | --- | | 833266 | 生物谷 | 24.91 | 17.60亿 | 51.12 | | 300878 | 维康药业 | 20.00 | 37.10亿 | 71.51 | | 300519 | 新光药业 | 13.04 | 31.76 乙 | 52.71 | | 836433 | 大唐药业 | 10.76 | 22.14亿 | 42.65 | | 600671 | 天目药业 | 10.03 | 18.71亿 | 74.94 | | 002873 | 新天药业 | 10.03 | 29.19亿 | 27.68 | | 600222 | 太龙药业 | 10.00 | 39.14 ...

Market Overview - The market experienced a slight decline in early trading, with the three major indices down marginally. The Shanghai and Shenzhen markets had a half-day trading volume of 994.9 billion, a decrease of 147.9 billion compared to the previous trading day. Over 2,900 stocks rose, indicating a mixed performance across the market [1][8]. Sector Performance - The photovoltaic sector saw a collective rebound, with stocks like Jiejia Weichuang hitting the daily limit. The innovative drug sector continued to strengthen, with companies such as Weikang Pharmaceutical also reaching the daily limit. The express logistics sector became active again, with Shentong Express hitting the daily limit. Conversely, the sports sector faced adjustments, with Gongchuang Turf hitting the daily limit [1][3][5]. Individual Stock Highlights - In terms of individual stocks, there were 35 stocks that hit the daily limit (excluding ST and newly listed stocks), with a sealing rate of 70%. The number of stocks with consecutive limit-ups was 11, but the market's height decreased to 3 limit-ups. Notable stocks with consecutive limit-ups included Shengtong Energy and Qizheng Tibetan Medicine [1][9]. Photovoltaic Sector Insights - According to a report from CITIC Securities, the photovoltaic industry is currently facing issues of homogenization and excess capacity, making it a core area for the current "anti-involution" movement. With the industry returning to standardized competition and potential supply-side reforms being implemented, the photovoltaic supply chain is expected to see a reasonable price recovery and profit restoration [3][27]. Express Logistics Sector Developments - On July 29, the State Post Bureau held a meeting with express companies to address issues of "involution" competition and illegal charges in rural areas, promoting high-quality industry development. Recent revisions to the Price Law and the Anti-Unfair Competition Law provide legal support for price stabilization in the industry [5][10]. Innovative Drug Sector Progress - Companies like Haishi Pharmaceutical and Huahai Pharmaceutical announced significant advancements in their innovative drug pipelines, with FDA applications and clinical trial approvals being granted. CITIC Securities noted that the development of innovative drugs in China has achieved significant progress, and supportive measures for high-quality development are expected to further enhance this sector [8][5].

据央视新闻7月31日消息，为鼓励药品研发创新，国家医保局制定了新上市药品首发价格机制。国家医 保局医药价格和招标采购司司长王小宁表示，国家医保局支持高水平的创新药，在上市初期取得和高投 入高风险相符的收益回报，实际上就是比较满意的一个价格水平。而且对于高水平的创新药，设置一定 价格稳定期。第二方面，从挂网流程方面给予积极支持，包括采取一省受理各地通行这种联审通办的模 式，来助力新药快速推向临床。 国元证券指出，伴随着我国创新药产业整体持续快速发展，相关的上游产业链包括科研试剂和CXO等 行业也迎来逐步回暖，预计2025年中报开始，业绩有望逐步向好，建议关注。 湘财证券指出，2025年国内创新药产业有望迎来拐点，产业运行趋势由资本驱动转向盈利驱动，板块有 望迎来业绩与估值双重修复投资机会。创新产品陆续商业化，头部创新药企业开启盈利周期。全球突破 性临床数据陆续读出，带动海外授权市场持续活跃，研发成果加速兑现。药品价格形成机制及进一步支 持创新药政策有望落地新举措。从中期维度来看，行业需求端确定性优势显著，供给端产业及市场竞争 格局持续改善，整体供需格局不断优化，创新成核心驱动力，看好产业步入拐点投资机会。 维康 ...

Group 1 - The core viewpoint of the article highlights the resurgence of the innovative drug sector, with significant stock price increases for companies like Weikang Pharmaceutical and Yuekang Pharmaceutical, indicating a positive market sentiment [1] - The pharmaceutical sector is experiencing a shift in policy attitudes, with optimization of centralized procurement rules, which is expected to benefit the industry [1] - After years of R&D investment, the pharmaceutical pipeline is entering a harvest phase, and there is an accelerating trend of overseas business development (BD) in the industry, showcasing the global competitiveness of China's innovative drugs [1] Group 2 - Zhongyin Securities suggests focusing on companies that are entering the realization or volume expansion phase, particularly those with overseas capabilities, such as Innovent Biologics, CanSino Biologics, and Eucure Biopharma [1] - The upcoming 2024 national medical insurance negotiations are anticipated to further impact the innovative drug field positively, creating opportunities for valuation reconstruction in the pharmaceutical sector [1]

格隆汇8月1日｜医药板块持续大涨，众生药业、联环药业、汉商集团等近10只个股涨停，悦康药业涨逾 12%，维康药业涨逾9%。 ...

Group 1 - The pharmaceutical sector experienced a significant surge on August 1, with multiple stocks hitting the daily limit up, including Zhongsheng Pharmaceutical, Lianhuan Pharmaceutical, and Hanchang Group [1] - Yuekang Pharmaceutical saw an increase of over 12%, while Weikang Pharmaceutical rose by more than 9% [1]

Group 1 - The pharmaceutical sector is experiencing a significant surge, with multiple stocks reaching their daily limit up [1] - Notable performers include Zhongsheng Pharmaceutical, Lianhuan Pharmaceutical, and Hanshang Group, among nearly 10 stocks hitting the limit up [1] - Yuekang Pharmaceutical has increased by over 12%, while Weikang Pharmaceutical has risen by over 9% [1]

Group 1 - The innovative drug sector is experiencing a significant rise, with companies such as Shutaishen (300204), Rejing Bio, Kangchen Pharmaceutical (603590), Fuyuan Pharmaceutical (601089), and Yuekang Pharmaceutical reaching historical highs during trading [1] - Qizheng Tibetan Medicine (002287) has achieved three consecutive trading limit increases, while Hanshang Group (600774) has seen two consecutive limit increases [1] - Other companies including Lianhuan Pharmaceutical (600513), Guizhou Bailing (002424), Anglikang (002940), Xintian Pharmaceutical (002873), and Zhongsheng Pharmaceutical (002317) have also hit trading limits, with Weikang Pharmaceutical (300878) and Dajia Weikang (301126) rising over 10% [1]

Market Overview - The Shanghai Composite Index closed at 3615.72 points, above the five-day moving average, with a change of 0.17% [1] - The total trading volume of A-shares reached 1,870.976 billion yuan [1] Stocks Breaking the Five-Day Moving Average - A total of 370 A-shares have surpassed the five-day moving average today [1] - Notable stocks with significant deviation rates include: - Shiyan Institute (设研院) with a deviation rate of 15.41% and a daily increase of 20.00% [2] - *ST Yun Chuang (*ST云创) with a deviation rate of 12.66% and a daily increase of 28.14% [2] - Zhenan Technology (震安科技) with a deviation rate of 9.13% and a daily increase of 11.29% [2] - Other stocks with smaller deviation rates include: - Guoyao Co. (国药股份), Jintour Environment (劲旅环境), and Triangle Tire (三角轮胎), which have just crossed the five-day moving average [1] Detailed Stock Performance - The following stocks have notable performance metrics: - Shiyan Institute (300732): Latest price 10.62 yuan, five-day moving average 9.20 yuan, turnover rate 19.58% [2] - *ST Yun Chuang (835305): Latest price 18.08 yuan, five-day moving average 16.05 yuan, turnover rate 22.46% [2] - Zhenan Technology (300767): Latest price 15.18 yuan, five-day moving average 13.91 yuan, turnover rate 18.77% [2] - Additional stocks with significant performance include: - *ST Tianwei (688511): Latest price 20.59 yuan, five-day moving average 19.14 yuan, daily increase of 10.34% [2] - Shenma Electric (603530): Latest price 29.23 yuan, five-day moving average 27.21 yuan, daily increase of 10.01% [2]