来源：中访网 根据公司股权激励计划，本月股份期权发生变动。其中，根据2011期权计划，有58份期权被注销；根据 第四版经修订及重列的2016期权及激励计划，新授予了273,442份期权，另有703,456份期权被注销。截 至1月底，根据该计划可能发行的股份总数为29,751,915份。本月内，因行使期权（涉及2016计划）公司 发行了3,179,780股新股，共获得资金约166.37万美元。报告同时确认，本月所有证券发行均获董事会正 式授权，并遵守了相关上市规则与法律。 中访网数据 百济神州有限公司于2026年2月5日向香港联交所提交了截至2026年1月31日的证券变动月报 表。报告显示，公司法定股本上限为231,146.3847美元，每股面值0.0001美元，董事会获授权在2029年4 月前于该区间内增减股本。已发行股份方面，于香港联交所上市的普通股数量为1,425,622,549股，本月 无变动；公司确认该部分股份符合联交所不低于25%的最低公众持股量要求。此外，公司另有 115,055,260股人民币股份于上海证券交易所科创板上市，该部分股份不与港股互通。 ...

Core Viewpoint - The article discusses the significant progress in China's innovative drug development, highlighting the increase in the number of new drugs approved and the growing competitiveness of Chinese pharmaceutical companies in both domestic and international markets [4][16]. Group 1: Growth of Innovative Drugs - In 2024, the number of domestically developed Class 1 new drugs in China reached 40, a substantial increase from just 9 in 2018 [2][3][4]. - Since the beginning of the 14th Five-Year Plan, 113 innovative drugs have been approved, which is 2.8 times the number approved during the 13th Five-Year Plan [4]. - As of August 2024, there are 910 new drugs available in China, indicating a robust growth in the pharmaceutical market [6]. Group 2: Clinical Trials and Breakthroughs - In a head-to-head clinical trial, the drug Ivoris (依沃西单抗) developed by Kangfang Biopharma outperformed the global best-selling cancer drug, Pembrolizumab (K drug), marking a significant achievement for Chinese innovation [7][9]. - The global sales of Pembrolizumab reached $29.482 billion in 2024, underscoring the competitive landscape [8]. Group 3: Market Dynamics and International Expansion - Chinese innovative drugs are not only performing well domestically but are also gaining traction in international markets, with products like Sidakio (西达基奥仑赛) achieving $1.596 billion in cumulative sales since its launch [12][13]. - The total transaction scale of technology licensing by Chinese pharmaceutical companies exceeded $34 billion in 2024, indicating a shift towards international collaboration [14][15]. Group 4: R&D Landscape and Challenges - As of August 2024, there are 5,380 new drug candidates in development in China, accounting for over one-third of the global pipeline [18]. - The average cost of developing an innovative drug is around $1 billion, with a typical development timeline of 10 years [20][21]. - The efficiency of drug development in China is improving, with preclinical phases taking 12-20 months compared to 24-36 months internationally [23]. Group 5: Policy Support and Ecosystem - The Chinese government has implemented various policies since 2008 to support innovative drug development, including expedited approval processes and financial incentives [28][29]. - The combination of government support, industry collaboration, and technological advancements is creating a conducive environment for innovation in the pharmaceutical sector [41]. Group 6: Future Outlook - The article emphasizes that the development of innovative drugs in China has made significant strides over the past decade, transitioning from imitation to innovation [42]. - The government's continued support for innovative drugs is expected to enhance the industry's growth and provide hope for patients [42].

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 公司名稱: 百濟神州有限公司 (根據瑞士法律註冊成立的公司) 呈交日期: 2026年2月5日 I. 法定/註冊股本變動 | 1. 股份分類 | 普通股 | 股份類別 | 不適用 | | 於香港聯交所上市 (註1) | | 是 | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 證券代號 (如上市) | 06160 | 說明 | 請見備注 | | | | | | | | | 法定/註冊股份數目 | | | 面值 | | 法定/註冊股本 | | | 上月底結存 | | | 2,311,463,847 | USD | | 0.0001 USD | | 231,146.38 | | 增加 / 減少 (-) | | | 0 | | | USD | | 0 | | 本月底結存 | | | 2,311,463,847 | USD | | 0.0001 USD | | 231,146.38 | 本月底法定/註冊股本總額： US ...

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: 百濟神州有限公司 (根據瑞士法律註冊成立的公司) 呈交日期: 2026年2月5日 I. 法定/註冊股本變動 第 1 頁 共 11 頁 v 1.2.0 FF301 II. 已發行股份及/或庫存股份變動及足夠公眾持股量的確認 1. 股份分類 普通股 股份類別 不適用 於香港聯交所上市 (註1) 是 證券代號 (如上市) 06160 說明 已發行股份（不包括庫存股份）數目 庫存股份數目 已發行股份總數 上月底結存 1,425,622,549 0 1,425,622,549 增加 / 減少 (-) 0 0 本月底結存 1,425,622,549 0 1,425,622,549 | 1. 股份分類 | 普通股 | 股份類別 | 不適用 | | 於香港聯交所上市 (註1) | | 是 | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 證券代號 (如上市) | 06160 | 說明 ...

齐鲁晚报·齐鲁壹点记者 张晓丽 实习生 武润洁 编者按：血液肿瘤谱系复杂，淋巴瘤作为我国最常见的血液系统肿瘤之一，因分型多、起病隐匿、易复 发等特点，长期困扰着临床诊疗与患者生存。近日，百济神州自主研发的新型BCL2抑制剂百悦达 （索 托克拉片）获国家药品监督管理局批准，用于经治慢性淋巴细胞白血病/小淋巴细胞淋巴瘤 （CLL/SLL）及复发或难治性套细胞淋巴瘤（MCL）患者，并于2026年1月13日在山东大学齐鲁医院开 出山东省首张处方，让这款"中国首发"的创新药正式惠及本土患者。 日前，齐鲁晚报·齐鲁壹点记者专访了深耕淋巴疾病诊疗十五载的山东大学齐鲁医院血液科主任医师李 杰教授，从发病现状、诊疗突破、创新药价值到可及性提升，全方位解读我国血液肿瘤诊疗的发展与变 革，为患者带来前沿医疗资讯。 齐鲁壹点：李杰教授您好，请您介绍一下我国血液肿瘤目前的发病现状，发病原因有哪些呢？ 李杰主任：血液肿瘤主要涵盖淋巴瘤、多发性骨髓瘤、白血病三大类，此外还有少量骨髓增殖性肿瘤、 骨髓增生异常综合征。总体来看，这几年各类血液肿瘤都有明显增加趋势，其中淋巴瘤、骨髓瘤的增长 最为突出。目前淋巴瘤已成为所有血液肿瘤中的第一大类型， ...

Core Viewpoint - The article emphasizes the leadership of Wang Xiaodong at the Beijing Institute of Life Sciences (北生所) and his role in fostering a culture of innovation and entrepreneurship among scientists, leading to the emergence of numerous biotech companies in China [1][4][18]. Group 1: Wang Xiaodong's Leadership and Impact - Wang Xiaodong is regarded as a spiritual leader among scientists at 北生所, creating an environment that encourages original innovation [1][4]. - His approach to leadership focuses on academic guidance rather than administrative control, promoting a culture of open discussion and collaboration among researchers [38][46]. - The "百济效应" (Baiyi Effect) has inspired many scientists to start their own companies, contributing to a wave of entrepreneurship in the biotech sector [18][20]. Group 2: Company Development and Challenges - 百济神州 (BeiGene) was established to address the lack of cancer drugs in China, with a focus on developing first-in-class therapies [7][21]. - The company faced significant challenges during its early years, including navigating the complexities of drug development and clinical trials [10][12]. - Wang Xiaodong's second venture, 维泰瑞隆 (VitaRong), aims to tackle the aging population issue in China, reflecting his commitment to improving the quality of life for the elderly [11][12]. Group 3: Research Environment and Funding - The funding situation for 北生所 has improved significantly, with the Beijing government providing annual support of 200 million yuan, enhancing the institute's research capabilities [28][29]. - The collaboration with Tsinghua University has also facilitated access to student resources, addressing the challenge of recruiting graduate students for research [28][29]. - The institute has established various centers to bridge the gap between basic research and industrial application, enabling scientists to translate their findings into marketable products [19][28]. Group 4: Innovation and Academic Culture - The article highlights the importance of fostering a culture of scientific inquiry and curiosity, which Wang believes is essential for driving innovation [42][47]. - The success of 北生所 in producing high-impact research papers reflects the effectiveness of its academic model, which emphasizes collaboration and knowledge sharing [28][47]. - The competitive environment among researchers at 北生所 has contributed to a significant increase in the quantity and quality of scientific output over the years [48].

来源：新浪证券-红岸工作室 2、根据2024年年报，公司海外营收占比为62.85%，受益于人民币贬值。 创新药+人民币贬值受益 1、2025年6月13日互动易：公司是一家全球领先的肿瘤创新治疗公司，为全世界癌症患者研发创新抗肿 瘤药物，提升药物可及性和可负担性。 区间今日近3日近5日近10日近20日主力净流入-1725.95万-1.06亿-1.01亿-2.03亿-4.70亿 主力持仓 2月3日，百济神州涨1.64%，成交额6.51亿元，换手率2.08%，总市值4212.21亿元。 异动分析 (免责声明：分析内容来源于互联网，不构成投资建议，请投资者根据不同行情独立判断) 资金分析 今日主力净流入-1725.95万，占比0.03%，行业排名145/158，连续3日被主力资金减仓；所属行业主力净 流入1.41亿，当前无连续增减仓现象，主力趋势不明显。 该股筹码平均交易成本为290.91元，近期筹码减仓，但减仓程度减缓；目前股价靠近压力位273.67，谨 防压力位处回调，若突破压力位则可能会开启一波上涨行情。 公司简介 资料显示，百济神州有限公司位于北京市昌平区中关村生命科学园科学园路30号，成立日期2010年10 ...

Core Viewpoint - The healthcare sector in A-shares is experiencing a significant rally, driven by AI healthcare and CXO concepts, with notable inflows into medical ETFs [1][8]. Group 1: ETF Performance - The largest medical ETF in A-shares (512170) saw an intraday increase of over 1%, recovering its annual line, with a net subscription of 2.633 billion yuan over the past 10 days as of February 2 [1][8]. - The medical ETF fund size reached 27 billion yuan, making it the largest in the market for medical ETFs [6][13]. Group 2: Individual Stock Movements - The Hong Kong medical ETF (159137) surged by 2%, ending a three-day decline, with Ark Health rising over 20% and BeiGene increasing by more than 4% [10]. - Ark Health raised approximately 144 million HKD through a placement of about 45.181 million shares, with 90% of the funds allocated to accelerate the development of an AI-driven chronic disease management platform [3][10]. Group 3: Industry Developments - Huawei Cloud launched the first section of its industry AI "Dream Factory" focused on smart healthcare, providing a collaborative pathology solution for grassroots hospitals [5][12]. - Institutions predict that by 2026, AI applications will transition from usable to highly effective, becoming a core theme in the AI industry, particularly in healthcare, finance, and education sectors [6][12].

"这个领域已经证明，中国效率比美国要高。" 现在，潮水已经退去。目前，还在中国开展CDMO业务的跨国企业几乎只有德国的勃林格殷格翰了。 进退之间 2025年，昭衍生物向前一步。 2025年9月份，昭衍生物技术（广州）有限公司开业。它的制造基地位于广州知识城，聚焦于大分子药物的CDMO。这一基地拥有17000平方米的实验室及 生产车间，配备国际领先的模块化生产设施,建有多条200升、500升、2000升一次性原液生产线，及水针、冻干高端制剂线，并具备连续化生产工艺及数 字化控制系统。 "不光是在收缩，是在消失。"澳斯康创始人罗顺近期接受第一财经记者采访时，这样评价跨国CDMO在华业务。 CDMO是指合同研发和生产组织，它是制药产业链分工日益专业化的结果。2020年左右，一大批知名跨国企业如龙沙、赛默飞世尔、默克等都在中国投资 了CDMO业务，并对中国业务寄予厚望。 当时，广州昭衍生物总经理贺涛表示，这一制造基地的投运，标志着昭衍生物"南北协同、中外联动"战略迈出实质性一步。该基地提升昭衍生物在大湾区 的产能供给，更为集团打造辐射东南亚及其他海外地区的生物医药创新协同平台打下基础。 2025年，龙沙（Lonza） ...

香港交易及結算所有限公司及香港聯合交易所有限公司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。 BeOne Medicines Ltd. 百濟神州有限公司 （根據瑞士法律註冊成立的公司） （股份代號：06160） 授出受限制股份單位 本公告乃根據上市規則第17.06A、17.06B以及17.06C條作出。於2026年1月23 日，董事會薪酬委員會根據2016期權及激勵計劃的條款向二百四十六名承授人授 出涉及合共21,034股美國存託股份的受限制股份單位。 2016期權及激勵計劃項下的受限制股份單位 於2026年1月23日，董事會薪酬委員會根據2016期權及激勵計劃的條款授予二百 四十六名承授人合共21,034股美國存託股份受限制股份單位。該等受限制股份單 位相當於273,442股股份，約佔本公告之日公司發行股份總數的0.02%。 授出受限制股份單位詳情 受限制股份單位詳情如下： 1 授出日期： 2026年1月23日 承授人數目： 二百四十六名 已授出受限制股份單位涉及的 相關股份數目： 273,44 ...