这一手笔刷新了外资药企在华投资纪录，尤其值得关注的是，这笔巨额投资重点投向了江苏的无锡与泰州。 要知道，阿斯利康并没有在中国多地"撒胡椒面"，而是把大部分筹码集中押在这两个地方，同时还联动青岛。 这背后，究竟是阿斯利康多大的野心？ 英国首相访华的同时，全球药企巨头阿斯利康向中国市场砸下了千亿级投资大单。 1月29日，阿斯利康宣布计划于2030年前在中国投资超1000亿元人民币，重点布局细胞治疗、放射偶联药物等领域。 阿斯利康"偏爱"无锡 早在1993年刚进入中国市场时，阿斯利康就把第一个"家"安在了无锡高新区。 2001年，它在中国的第一家工厂也在无锡建成，如今这不仅是阿斯利康在华的起点，更是其亚太地区最大、最核心的药品生产与包装基地。 此后，销售总部、物流中心、创新平台陆续落地，30多年来，无锡一步步从一个生产基地，成长为阿斯利康在中国集生产、分拨、销售、研发和创新于一 体的"全能型"总部。 很多人肯定想问阿斯利康为什么如此"偏爱"无锡？ 首先，无锡不是"白纸一张"，这里早有成熟的生物医药产业土壤。据官方数据显示，目前，无锡生物医药产业领域拥有6家世界500强、15家上市公司、近 500家规上企业，产业规模 ...

阿斯利康2月3日公告称，美国食品药品监督管理局就Saphnelo用于成人系统性红斑狼疮患者皮下给药的 生物制品许可申请发出完整答复函。阿斯利康随后提供了CRL中要求的补充信息，并承诺与FDA密切合 作以尽快推进该申请。FDA预计将于2026年上半年对更新后的Saphnelo申请作出决定。静脉注射制剂 Saphnelo仍可正常上市销售。当天，FDA驳回了阿斯利康狼疮治疗药物的自行注射剂型上市申请。 ...

AstraZeneca PLC (NASDAQ:AZN) is one of the best long term low volatility stocks to invest in. AstraZeneca PLC (NASDAQ:AZN) announced on January 30 that it is bolstering its weight management portfolio through a new strategic collaboration agreement with CSPC Pharmaceuticals for the advancement of several next-generation therapies for obesity and type 2 diabetes across eight programmes. AstraZeneca’s (AZN) Dividend: Resilient, Predictable, and Built on Innovation The agreement entails the initial progress ...

欧盟已于去年12月批准Saphnelo的皮下注射剂型。一项关于Saphnelo自行注射剂型的后期临床试验显 示，与安慰剂相比，该药物能有效降低疾病严重程度。 据悉，FDA预计将在今年上半年对阿斯利康提交的补充申请作出审批决定，在此期间，该药物的静脉注 射剂型仍正常供应。 这款名为Saphnelo的药物目前已有静脉注射剂型获批上市，患者需每四周前往医院或诊所接受静脉注射 治疗。此次阿斯利康提交的为皮下注射剂型申请，若获批，患者可实现每周自行注射给药。汇编数据显 示，分析师预测该药物到2031年年度营收有望突破16亿美元。 Saphnelo用于治疗系统性红斑狼疮，该疾病是一种自身免疫性疾病，患者的免疫系统会错误攻击自身健 康组织。阿斯利康方面披露，全球范围内受该疾病困扰的患者超340万人。 美国食品药品监督管理局(FDA)近日驳回了阿斯利康(AZN.US)狼疮治疗药物的自行注射剂型上市申请， 不过这家英国制药企业表示，目前仍在与监管机构沟通，推进该申请的审批进程。 阿斯利康于周二发布声明称，公司已按FDA完整回复函的要求提交相关资料，并将致力于"尽快推进申 请进程"。受此消息影响，阿斯利康在伦敦股市早盘一度下跌1 ...

Geopolitical and Energy Sector Developments - U.S. aircraft carrier "Abraham Lincoln" is positioned near the Gulf of Aden, highlighting ongoing regional tensions [3] - Kuwait Petroleum Corporation (KPC) plans to invite international oil companies to assist Kuwait Oil Company (KOC) in resource development, targeting an increase to four million barrels of oil per day by 2035 [4] Corporate News: Buybacks and Regulatory Hurdles - Fuji Media Holdings Inc. has initiated a 235 billion yen share buyback program amid reports of activist investors divesting their shares [5] - AstraZeneca faced a setback as the FDA rejected its initial application for a lupus injection, potentially impacting its drug pipeline and market expectations [6] Commodity Market Dynamics - Spot silver prices surged over 9% to reach $86.58 per ounce, indicating significant activity in the precious metals market [7] - The Shanghai Gold Exchange announced increased margin ratios and price limits for some gold contracts to manage volatility in the precious metals market [8] European Economic Indicators - France's December budget balance improved to -124.7 billion EUR from -155.4 billion EUR, indicating a reduction in the fiscal deficit [9][10] - Preliminary figures for France's January Consumer Price Index (CPI) showed a deceleration to 0.3%, missing estimates [10]

国泰海通发布研报称，在英国首相访华期间，阿斯利康宣布计划在中国投资150亿美元，为中国及全球 患者提供尖端治疗方案。该行认为，本次投资再次证明在中国工程师红利及生物医药能力的持续验证 下，MNC对于中国本土研发能力及中国市场的兴趣和认可。 国泰海通主要观点如下： 在英国首相访华期间，阿斯利康宣布计划在中国投资150亿美元 近日，英国首相斯塔默开启为期4天的访华行程，随同斯塔默访问的有超50家企业高管和机构代表。其 中，阿斯利康全球首席执行官苏博科、葛兰素史克董事会主席司明麒作为英国医药产业的代表随团访 华。这项投资用于扩大药品制造和研发。这项投资将充分利用中国卓越的科学实力、先进的制造能力以 及中英医疗健康生态系统合作优势，为中国及全球患者提供尖端治疗方案。 150亿美元投资主要用于细胞疗法+RDC药物 鉴于中国在新型治疗模式(new modalities)领域的先进科学水平，此项投资将大幅提升公司在细胞疗法和 放射性偶联药物方面的能力，以推动其广泛而多样化的研发管线，帮助癌症、血液疾病和自身免疫性疾 病等患者。这些投资涵盖整个价值链，从药物发现、临床开发到生产制造，并通过与领先生物技术公司 (包括AbelZ ...

Core Viewpoint - The company is collaborating with the U.S. regulator to advance an updated application, with a decision anticipated in the first half of 2026 [1] Group 1 - The company is working with the U.S. regulator to move forward with an updated application [1] - A decision regarding the application is expected in the first half of 2026 [1]

AstraZeneca said on Tuesday that the U.S. health regulator had rejected its application for an easier-to-use version of lupus therapy Saphnelo, pushing back the timeline for a possible approval to the... ...

Core Insights - The innovative drug sector is gaining attention from investors due to a combination of favorable factors, including significant investment plans from multinational pharmaceutical companies, supportive policies for innovative drugs, and ongoing business development (BD) transactions [1][2][5]. Investment Trends - The Hang Seng Innovative Drug ETF (520500) has seen an average daily trading volume of 340 million yuan since 2026, with a net inflow of 41.8 million yuan reported recently. The fund's total size and shares stand at 2 billion yuan and 1.3 billion shares, respectively [1][8]. - AstraZeneca has announced plans to invest over 100 billion yuan in China by 2030 to expand drug manufacturing and research. Additionally, a BD transaction worth 3.5 billion USD has been established with a component stock of the Hang Seng Innovative Drug ETF, indicating growing recognition of Chinese innovative drug companies by international firms [2][9]. Policy Developments - The recently revised Implementation Regulations of the Drug Administration Law of the People's Republic of China have been officially published, emphasizing the improvement of the drug innovation system and support for drug research and development based on clinical value [3][10]. Sector Composition - The Hang Seng Innovative Drug ETF (520500) utilizes the Qualified Domestic Institutional Investor (QDII) mechanism to invest in 31 leading Hong Kong innovative drug companies, focusing on the upstream innovative drug sectors such as biopharmaceuticals, chemical pharmaceuticals, and raw materials [4][11]. Market Outlook - The Chinese innovative drug industry is potentially transitioning from a "research investment phase" to a "value realization phase," supported by improved policy frameworks, global liquidity, technological breakthroughs by Chinese pharmaceutical companies, and ongoing BD transactions [5][12].

Investment Rating - The report assigns an "Overweight" rating for the industry, indicating a projected increase of over 15% relative to the CSI 300 index [10]. Core Insights - AstraZeneca announced a plan to invest $15 billion in China during the visit of the UK Prime Minister, focusing on cell therapy and radiolabeled conjugates [2][5]. - This investment aims to enhance drug manufacturing and R&D capabilities, leveraging China's scientific strengths and advanced manufacturing [5]. - The investment will significantly boost AstraZeneca's capabilities in new treatment modalities, particularly in addressing cancer, blood diseases, and autoimmune disorders [5]. - The investment will cover the entire value chain from drug discovery to clinical development and manufacturing, with collaborations with leading biotech companies [5]. - AstraZeneca will establish global strategic R&D centers in Beijing and Shanghai, expand existing production bases, and increase its skilled workforce in China to over 20,000 [5]. Summary by Sections Investment Highlights - AstraZeneca's $15 billion investment will be allocated primarily to cell therapy and radiolabeled conjugates [5]. - The investment is expected to enhance AstraZeneca's R&D pipeline and manufacturing capabilities in China [5]. Strategic Collaborations - The investment will involve partnerships with leading biotech firms, aiming to bring Chinese innovations to the global market [5]. Workforce Expansion - AstraZeneca plans to expand its workforce in China to over 20,000 skilled employees as part of this investment [5].