| 生物经济指数 十大成份股 | | --- | | 证券代码 | 股票简称 | 权重 | 最新价 | 涨跌幅 | 总市值(亿元) | 所属行业 | | --- | --- | --- | --- | --- | --- | --- | | sz300760 | 迈瑞医疗 | 12.58% | 193.88 | 0.46% | 2350.68 | 医药生物 | | sz000661 | 长春高新 | 4.87% | 99.46 | 0.10% | 405.73 | 医药生物 | | sz002252 | 十肖史上 | 4.74% | 6.62 | -0.15% | 439.43 | 医药生物 | | sz300759 | 康龙化成 | 4.55% | 29.07 | 0.24% S | 516.92 | 医药生物 | | sz300347 | 泰格医药 | 4.54% | 50.86 | 0.32% | 437.92 | 医药生物 | | sz000021 | 深科技 | 4.16% | 23.38 | 1.65% | 367.46 | 电子 | | sz002714 | 牧原股份 | 3.62% | 49. ...

11月25日，A股市场震荡拉升，创业板指涨近2%。从板块来看，抗流感概念股大幅拉升，金迪克20CM 涨停，新华制药，特一药业，广济药业，海南海药，北大医药涨停，康芝药业，华兰疫苗，亨迪药业， 南新制药涨超10%，一品红，拓新药业，众生药业，粤万年青等个股跟涨。 （原标题：北京奥司他韦近7天销量暴涨237%！抗流感概念股批量涨停） （声明：文章内容仅供参考，不构成投资建议。投资者据此操作，风险自担。） 光大证券表示，近期流感疫情上升态势明显，可能引发社会公众和市场关注度的提升，从而带动防治和 检测流感产品的需求增长。建议关注流感疫苗、病毒检测、感冒药与特效药等方面的投资机会，此外也 建议关注血制品等应对复杂态势的防疫手段。 据央广网报道，11月以来，全国流感活动快速上升，北京已迈入呼吸道传染病高发期。有数据显示，奥 司他韦近7天销量暴涨237%，速福达（玛巴洛沙韦）涨幅达180%，美团买药平台数据更显示，11月以 来北京甲乙流特效药环比增长超130%，其中速福达增长超110%，磷酸奥司他韦颗粒增长超85%。 ...

A 天天基金 链接您与财富 美版材梳理 7 3 = 近期,随着各省份逐渐入冬,全国多地流感活动进入上升期。 机构表示,秋冬季流感高峰到来,有望带动流感疫苗、呼吸 道检测、流感用药、用药终端等细分方向的需求增长。 | 流感疫苗 | 检测服务 | | | --- | --- | --- | | 华兰疫苗 | 仁度生物 九安医疗 | | | 华兰生物 | 达安基因 | 万孚生物 | | 百克生物 | 圣湘生物 | 之江生物 | | 金迪克 | 东方生物 | 英诺特 | | 零售药店 | 流感用药 | | | 益丰药房 | 众生药业 | 华润三九 | | 漱玉平民 | 济川药业 | 特一药业 | | ##十 | NING W | 左阳斗左 | | 八学师 | NAREN THE SEY | | | --- | --- | --- | | -心草 | 方盛制药 | 金石亚药 | | 老百姓 | 健康元 | 自玄山 | | 健之佳 | 康恩贝 | HE | | 基金名称 | 近1年收益 | 成立来收益 | | --- | --- | --- | | 安信医药健康股票A | 51.37% | 49.70% | | 前海开源 ...

消息面上，11月以来，全国流感活动快速上升，北京已迈入呼吸道传染病高发期。有数据显示，奥司他 韦近7天销量暴涨237%，速福达（玛巴洛沙韦）涨幅达180%，美团买药平台数据更显示，11月以来北 京甲乙流特效药环比增长超130%，其中速福达增长超110%，磷酸奥司他韦颗粒增长超85%。另据阿里 健康平台数据，近两周（11月10日—11月23日）流感应季药品的关注度和购买量均有明显提升，其中流 感抗病毒药物购买人数呈现超500%的环比增长。 机构表示，近期流感活动度持续攀升，当前已攀升至近2022年以来同期高位，流感用药需求增加，关注 流感高发带来的呼吸系统用药需求增长。 生物疫苗概念25日盘中震荡走高，截至发稿，金迪克20%涨停，华兰疫苗涨超10%，海南海药亦涨停， 一品红涨超9%，以岭药业涨逾5%。 ...

Core Insights - The flu season has arrived earlier than expected, leading to increased activity in flu-related stocks in the A-share market [1] - Significant sales increases have been reported for antiviral medications, with Oseltamivir sales up 237% and Mabalaosavir up 180% in the past week [1] Stock Performance - Notable stock movements include: - Yipinhong (一品红) up 13% - Hendi Pharmaceutical (亨迪药业) up nearly 11% - Special One Pharmaceutical (特一药业) and Guangji Pharmaceutical (广济药业) both hitting the 10% daily limit up - Other companies like Hainan Haiyao (海南海药) and Peking University Pharmaceutical (北大医药) also saw significant gains [1][2] - The overall market sentiment is positive, with many flu-related stocks experiencing substantial year-to-date increases, such as: - Yipinhong with a year-to-date increase of 225.09% - Hainan Haiyao with a 75.37% increase [2] Consumer Behavior - Data from Alibaba Health indicates a marked increase in the attention and purchase volume of flu medications over the past two weeks, with a more than 500% week-on-week growth in the number of buyers for antiviral drugs [1] - Mabalaosavir has shown exceptional performance, with a 600% increase in the number of buyers compared to the previous period, reflecting heightened consumer awareness regarding flu prevention and treatment [1]

以下文章来源于证券之星 ，作者刘凤茹 证券之星 . 证券之星始创于1996年，是国内领先的金融信息及综合服务平台。关注证券之星，即时获取有价值的财经资讯。 来源｜证券之星 作者｜刘凤茹 当前，全国正经历一个明显的流感高发季，活动水平陡升，南方地区尤为严重。作为预防流感最经济有效的手段，流感疫苗需求激增。这一公共卫生 事件迅速传导至市场，导致广州、西安、常州、济南等多地社区卫生服务中心出现流感疫苗"阶段性紧张"甚至缺货的现象。 需求旺盛下，行业龙头华兰疫苗(301207.SZ)因拥有年产1亿剂的产能，并在近期加快了批签发速度引发关注。市场也给予热烈回应，公司股价在一 个多月内区间涨幅超过30%。 证券之星注意到，供需两旺的表象之下，暗藏华兰疫苗业绩"寒意"：今年前三季度，公司营收与归母净利润双双大幅下滑，降幅分别达15.81%和 50.51%，呈现"越卖越亏"的尴尬局面。 这背后，始于2024年中的行业"价格战"。华兰疫苗曾期望"以价换量"稳住规模，但现实是"价"降"量"未足，毛利率和净利率显著下滑。当下需求高 峰中，华兰疫苗能否将短暂的市场需求转化为实实在在的业绩回暖，要打上一个问号。 01 流感疫苗出现阶段 ...

Core Insights - Hualan Vaccine's stock price decreased by 2.02% on November 20, trading at 22.34 CNY per share with a market capitalization of 13.43 billion CNY [1] - The company has seen a year-to-date stock price increase of 33.63%, but a recent decline of 5.62% over the past five trading days [1] Financial Performance - For the period from January to September 2025, Hualan Vaccine reported a revenue of 806 million CNY, a year-on-year decrease of 15.81%, and a net profit attributable to shareholders of 132 million CNY, down 50.51% year-on-year [2] - Cumulative cash dividends since the company's A-share listing amount to 1.037 billion CNY, with 957 million CNY distributed over the past three years [3] Shareholder Structure - As of October 20, 2025, the number of shareholders for Hualan Vaccine stands at 17,000, with an average of 35,332 circulating shares per person [2] - The top ten circulating shareholders include notable entities such as the China Southern Asset Management Co., which has reduced its holdings by 43,990 shares [3]

Core Insights - The Biotech Index (970038) closed at 2182.31 points, down 0.94%, with a trading volume of 13.462 billion yuan and a turnover rate of 1.08% [1] - Among the index constituents, 7 stocks rose while 42 stocks fell, with Xinlitai leading the gainers at 0.83% and Hualan Biological leading the decliners at 5.98% [1] Index Constituents Summary - The top ten constituents of the Biotech Index include: - Mindray Medical (sz300760) with a weight of 12.58%, latest price at 204.81, and a decline of 0.92% [1] - Changchun High-tech (sz000661) with a weight of 4.87%, latest price at 102.32, and a decline of 0.27% [1] - Shimeiao (sz002252) with a weight of 4.74%, latest price at 6.70, and a decline of 0.30% [1] - Kanglong Chemical (sz300759) with a weight of 4.55%, latest price at 29.16, and a decline of 1.22% [1] - Tigermed (sz300347) with a weight of 4.54%, latest price at 52.37, and a decline of 2.44% [1] - Shenzhen Technology (sz000021) with a weight of 4.16%, latest price at 23.90, and a decline of 1.77% [1] - Muyuan Foods (sz002714) with a weight of 3.62%, latest price at 48.45, and a decline of 0.31% [1] - Lepu Medical (sz300003) with a weight of 3.19%, latest price at 16.11, and a decline of 1.29% [1] - Aimeike (sz300896) with a weight of 3.16%, latest price at 155.51, and an increase of 0.58% [1] - Yuyue Medical (sz002223) with a weight of 3.07%, latest price at 35.28, and a decline of 0.20% [1] Capital Flow Analysis - The Biotech Index constituents experienced a net outflow of 1.382 billion yuan from major funds, while retail investors saw a net inflow of 1.358 billion yuan [1] - Notable capital flows include: - Aimeike (sz300896) had a net inflow of 26.5772 million yuan from major funds, but a net outflow from retail investors of 20.4422 million yuan [2] - Changchun High-tech (sz000661) saw a net inflow of 8.8418 million yuan from major funds, with a slight net inflow from retail investors of 186.25 thousand yuan [2] - Other stocks like Furuisi (sz300049) and Yuyue Medical (sz002223) also showed mixed capital flows with significant net outflows from retail investors [2]

Core Insights - The biopharmaceutical sector experienced a decline of 0.98% on November 18, with He Yuan Bio leading the drop [1] - The Shanghai Composite Index closed at 3939.81, down 0.81%, while the Shenzhen Component Index closed at 13080.49, down 0.92% [1] Stock Performance Summary - Notable gainers included: - Aopu Mai (688293) with a closing price of 58.80, up 3.38% on a trading volume of 15,900 shares and a transaction value of 93.39 million [1] - Jin Hu Ke (688670) at 26.80, up 2.88% with a volume of 116,300 shares and a transaction value of 319 million [1] - Te Bao Bio (688278) at 77.08, up 1.22% with a volume of 10,800 shares and a transaction value of 82.57 million [1] - Notable decliners included: - Bu Yuan Bio (688765) at 79.95, down 3.89% with a volume of 56,800 shares and a transaction value of 458 million [2] - San Sheng Guo Jian (688336) at 67.60, down 3.87% with a volume of 68,100 shares and a transaction value of 469 million [2] - Wo Wu Bio (300357) at 31.77, down 3.23% with a volume of 77,900 shares and a transaction value of 250 million [2] Capital Flow Analysis - The biopharmaceutical sector saw a net outflow of 981 million from institutional investors, while retail investors contributed a net inflow of 819 million [2] - Key stocks with significant capital flow included: - Hua Lan Vaccine (301207) with a net inflow of 48.51 million from institutional investors [3] - Rong Chang Bio (688331) with a net inflow of 23.62 million from institutional investors [3] - Jin Ke (688670) with a net inflow of 5.53 million from institutional investors [3]

Core Points - The Bioeconomy Index (970038) closed at 2213.22 points on November 17, down 1.73% with a trading volume of 19.985 billion yuan and a turnover rate of 1.43% [1] - Among the index constituents, 7 stocks rose while 42 stocks fell, with Jingxin Pharmaceutical leading the gainers at 4.2% and Hualan Biological leading the decliners at 5.4% [1] Index Constituents Summary - The top ten constituents of the Bioeconomy Index include: - Mindray Medical (sz300760) with a weight of 12.58%, latest price at 206.04, down 0.80%, total market value of 249.811 billion yuan [1] - Changchun High-tech (sz000661) with a weight of 4.87%, latest price at 102.16, down 2.29%, total market value of 41.675 billion yuan [1] - Ten Years Aoshi (sz002252) with a weight of 4.74%, latest price at 6.82, down 0.73%, total market value of 45.271 billion yuan [1] - Kanglong Chemical (sz300759) with a weight of 4.55%, latest price at 29.80, down 5.34%, total market value of 52.990 billion yuan [1] - Tigermed (sz300347) with a weight of 4.54%, latest price at 55.58, down 4.01%, total market value of 47.856 billion yuan [1] - Deep Technology (sz000021) with a weight of 4.16%, latest price at 24.56, down 0.73%, total market value of 38.600 billion yuan [1] - Muyuan Foods (sz002714) with a weight of 3.62%, latest price at 48.46, down 2.83%, total market value of 264.726 billion yuan [1] - Lepu Medical (sz300003) with a weight of 3.19%, latest price at 16.32, down 2.74%, total market value of 30.084 billion yuan [1] - Aimeike (sz300896) with a weight of 3.16%, latest price at 155.95, down 1.05%, total market value of 47.189 billion yuan [1] - Sequoia Medical (sz002223) with a weight of 3.07%, latest price at 35.59, down 1.71%, total market value of 35.678 billion yuan [1] Capital Flow Analysis - The Bioeconomy Index constituents experienced a net outflow of 1.896 billion yuan from institutional investors, while retail investors saw a net inflow of 1.536 billion yuan [1] - The detailed capital flow for selected stocks includes: - Huace Testing (300012) with a net inflow of 25.405 million yuan from institutional investors [2] - Jingxin Pharmaceutical (002020) with a net inflow of 21.781 million yuan from institutional investors [2] - Pro Pharmaceutical (000739) with a net inflow of 4.350 million yuan from institutional investors [2] - Meiya Optoelectronics (002690) with a net inflow of 3.279 million yuan from institutional investors [2] - Kairui Medical (300633) with a net inflow of 3.268 million yuan from institutional investors [2]