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机构持续看好,A股药企密集发布利好

Group 1 - The pharmaceutical sector is experiencing positive momentum, with increasing interest from international institutions in domestic drug companies, exemplified by BlackRock's significant stake increase in 3SBio [1][3] - A number of A-share pharmaceutical companies have announced favorable news, including drug approvals, contributing to a strong rally in the sector, particularly in innovative drugs, which saw an index increase of over 2% [2][9] - 3SBio's stock price has surged nearly 400% this year, reflecting strong market confidence and performance [4] Group 2 - BlackRock purchased approximately 47.6 million shares of 3SBio at a price of HKD 30.1096 per share, totaling around HKD 14.33 billion, increasing its stake to 5.1% [3] - 3SBio has over 100 national invention patents and 40 marketed products across various therapeutic areas, with a robust pipeline of 30 products under development [3] - The company reported a revenue of CNY 4.36 billion for the first half of 2025, a slight decrease of 0.8% year-on-year, while net profit increased by 24.6% to CNY 1.36 billion [3] Group 3 - Several international institutions have continued to increase their holdings in Chinese innovative pharmaceutical companies, with Barclays, Goldman Sachs, and BNP Paribas among those buying shares in Innovation Medical [6] - Lianhuan Pharmaceutical and Hasun Pharmaceutical also saw significant purchases from international institutions in the second quarter, indicating growing foreign interest in the sector [7][8] Group 4 - The outlook for the pharmaceutical sector remains optimistic, with reports highlighting the benefits of ongoing business development, strong clinical data, and supportive policies for innovative drugs [11] - The innovative drug sector is entering a phase of rapid sales growth, with several key products receiving approvals and being included in medical insurance, driving domestic sales [11] - Chinese innovative drugs are increasingly gaining recognition on global platforms, with more products entering late-stage clinical trials and demonstrating potential as Best-in-Class therapies [11]