一则大消息,罕见暴涨超24%
中国基金报·2025-07-28 10:28

Core Viewpoint - 恒瑞医药's record-breaking overseas licensing deal has significantly boosted its stock price, leading to a 24.54% increase in Hong Kong shares [15][16]. Market Overview - On July 28, the Hong Kong stock market showed mixed results, with the Hang Seng Index rising by 0.68% to 25,562.13 points, while the Hang Seng Technology Index fell by 0.24% to 5,664.02 points. The total market turnover was HKD 250.3 billion, with net inflows from southbound funds amounting to HKD 9.253 billion [2][3]. Pharmaceutical Sector Performance - The pharmaceutical sector experienced a strong rally, with the anti-tumor index leading gains at 9.17% and the innovative drug index rising by 7.5% [4]. Insurance Sector Highlights - Insurance stocks showed robust performance, with China Ping An reaching a high of HKD 57.65 per share, marking a nearly 6% increase and a year-to-date rise of 22.70%. The industry is optimistic following a recent meeting that assessed the valuation interest rate for life insurance products at 1.99% [6][9]. AIA Group Insights - AIA Group's new business value (VNB) is expected to grow by 19% in the first half of the year, driven by strong performance in Hong Kong. Morgan Stanley anticipates that key financial metrics will remain strong despite market volatility [9]. Alibaba Developments - Alibaba's stock rose by 2.20% on July 28, with a cumulative increase of 7.47% in July. The founder of Alibaba Cloud expressed concerns that about 90% of current AI technologies may become obsolete within the next decade [11][14]. Heng Rui Pharmaceutical Licensing Agreement - Heng Rui Pharmaceutical's stock surged after announcing a licensing agreement with GlaxoSmithKline (GSK) for the global exclusive rights to the HRS-9821 project and up to 11 additional projects. GSK will pay Heng Rui a USD 500 million upfront fee, with potential milestone payments totaling up to USD 12 billion if all projects are successfully developed and commercialized [16].