WALVAX(SZ:300142) Xin Lang Cai Jing·2025-08-05 02:26Group 1 - The core viewpoint of the news is that China's CDC has completed the first Phase I clinical trial of an HIV vaccine using a modified smallpox vaccine as a carrier, marking significant progress in HIV vaccine development in China [1] - The trial demonstrated safety and the ability to elicit an effective immune response, indicating a promising direction for future research [1] - As of August 5, 2025, the National Vaccine and Biotechnology Index (980015) rose by 1.56%, with notable increases in component stocks such as Watson Bio (300142) up by 7.49% and BeiGene (688235) up by 3.22% [1] Group 2 - The National Vaccine and Biotechnology Index consists of 50 companies involved in the biotechnology industry, reflecting the overall performance of quality listed companies in this sector [1] - As of July 31, 2025, the top ten weighted stocks in the National Vaccine and Biotechnology Index accounted for 64.94% of the index, including companies like Fosun Pharma (600196) and Changchun High-tech (000661) [2] - The investment focus remains on innovative drugs, particularly in the context of multinational corporations facing patent cliffs and seeking potential blockbuster collaborations [1]