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“沸腾”!刚刚,涨停潮来了!
中国基金报·2025-07-30 03:59

Market Overview - The A-share market showed mixed performance with the Shanghai Composite Index up by 0.41% while the Shenzhen Component and ChiNext Index fell by 0.24% and 1.06% respectively [3][4] - The pharmaceutical sector experienced a significant rally, with multiple stocks hitting the daily limit up [9][10] Pharmaceutical Sector Performance - The pharmaceutical sector saw a notable increase, with stocks like Nanjing New Pharmaceutical reaching a 20% limit up, and others such as Qizheng Tibetan Medicine and Dongcheng Pharmaceutical also hitting the limit [10] - The overall performance of the pharmaceutical sector was highlighted by a rapid rise in the generic drug segment, with Huaren Shuanghe also reaching the limit up [12] Key Stocks in Pharmaceutical Sector - Nanjing New Pharmaceutical: Current price 14.28, up 20%, market cap 3.9 billion [11] - Shanghai Daozhong: Current price 78.84, up 19.91%, market cap 16.3 billion [11] - Multiple other stocks such as Duorui Pharmaceutical and Erkang Pharmaceutical also showed significant gains [11] Regulatory Impact on Pharmaceutical Industry - According to Everbright Securities, precise adjustments in medical insurance policies are reshaping the pharmaceutical industry ecosystem, leading to a revaluation of quality enterprises [14] - The shift from price wars to value wars is expected to benefit high-quality companies, while innovative drug support policies are opening growth opportunities for capable firms [14] Stablecoin Sector Performance - The stablecoin and digital currency sectors faced declines, with stocks like Dongxin Peace and Hengbao shares dropping over 5% [15][16] - The Hong Kong Monetary Authority announced new regulations for stablecoin issuers, with a limited number of licenses expected to be issued by the end of the year [16]