创新药概念股走强，海辰药业股价涨停

Group 1 - The A-share innovative drug sector is experiencing renewed activity, with Haitian Pharmaceutical's stock price hitting the daily limit, closing with a transaction amount of 5.03 billion yuan and a turnover rate of 24.22% [1] - The market enthusiasm is driven by multiple industry catalysts, including the global rights cooperation between 3SBio and Pfizer for the PD-1/VEGF bispecific antibody SSGJ-707, highlighting the internationalization trend of domestic innovative drug technology [1] - Haitian Pharmaceutical's strong performance is closely related to its dual business layout, with ongoing advancements in its high-end generic drug R&D pipeline and a new materials segment making breakthroughs through technical cooperation [1] Group 2 - Industry data supports optimistic expectations for the innovative drug sector, with Wanlian Securities reporting strong valuation recovery momentum for domestic innovative drugs driven by policy support and industrial upgrades [2] - According to Frost & Sullivan, the Chinese innovative drug market size has increased from 132.5 billion USD in 2019 to 159.2 billion USD in 2024, maintaining a global market share of around 15% [2] - In 2024, there were 94 licensing transactions in China's innovative drug sector, totaling 51.9 billion USD, a year-on-year increase of 26%, with the first quarter of 2025 continuing this explosive trend with 41 transactions worth 36.9 billion USD [2]