股份發行人及根據《上市規則》第十九B章上市的香港預託證券發行人的證券變動月報表 截至月份: 2026年1月31日 狀態: 新提交 致：香港交易及結算所有限公司 公司名稱: 凱萊英醫藥集團（天津）股份有限公司 呈交日期: 2026年2月5日 I. 法定/註冊股本變動 | 1. 股份分類 | 普通股 | 股份類別 | H | | 於香港聯交所上市 (註1) | | 是 | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 證券代號 (如上市) | 06821 | 說明 | H股 | | | | | | | | | 法定/註冊股份數目 | | | 面值 | | 法定/註冊股本 | | | 上月底結存 | | | 27,553,260 | RMB | | 1 RMB | | 27,553,260 | | 增加 / 減少 (-) | | | 281,250 | | | RMB | | 281,250 | | 本月底結存 | | | 27,834,510 | RMB | | 1 RMB | | 27,834,510 | | 2. 股份分類 | 普通股 ...

本月底法定/註冊股本總額： RMB 360,874,970 呈交日期: 2026年2月5日 I. 法定/註冊股本變動 | 1. 股份分類 | 普通股 | 股份類別 | H | | 於香港聯交所上市 (註1) | | 是 | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 證券代號 (如上市) | 06821 | 說明 | H股 | | | | | | | | | 法定/註冊股份數目 | | | 面值 | | 法定/註冊股本 | | | 上月底結存 | | | 27,553,260 | RMB | | 1 RMB | | 27,553,260 | | 增加 / 減少 (-) | | | 281,250 | | | RMB | | 281,250 | | 本月底結存 | | | 27,834,510 | RMB | | 1 RMB | | 27,834,510 | | 2. 股份分類 | 普通股 | 股份類別 | A | | 於香港聯交所上市 (註1) | | 否 | | | --- | --- | --- | --- | --- | --- ...

Core Viewpoint - The innovative drug ETF Tianhong (517380) has shown strong performance, with significant inflows and positive market reactions to earnings reports from key companies in the sector, particularly Eli Lilly's impressive revenue growth driven by weight loss drugs [2][3]. Group 1: ETF Performance - As of February 5, 2026, the innovative drug ETF Tianhong (517380) recorded a transaction volume of 4.9451 million yuan, with the tracked index HSSSHID rising by 0.11% [1]. - Over the past 20 trading days, the innovative drug ETF Tianhong (517380) attracted a total of 395 million yuan [2]. Group 2: Company Highlights - Eli Lilly reported a 43% year-over-year increase in Q4 revenue, reaching 19.29 billion dollars, with adjusted earnings per share of 7.54 dollars, both exceeding market expectations [2]. - Eli Lilly's weight loss drugs, Mounjaro and Zepbound, generated over 11.6 billion dollars in sales, accounting for more than 60% of total revenue [2]. - The company projects full-year revenue for 2026 to be between 80 billion and 83 billion dollars, with adjusted earnings per share expected to be between 33.50 and 35 dollars, also surpassing market forecasts [2]. Group 3: Industry Insights - Donghai Securities anticipates that the innovative drug sector will enter a phase of accelerated profit realization by 2025, with companies like Nocare and Rongchang Biopharma turning profitable [3]. - The core drivers of this growth are rapid commercialization of products and business development (BD) collaborations, with companies leveraging both to enhance profitability [3]. - The strong performance of the innovative drug sector validates the effectiveness of the domestic innovative drug business model, with core product commercialization supported by healthcare insurance being a fundamental growth driver [3].

信达生物2月4日公布其2025全年业绩，总产品收入约人民币119亿元，同比保持约45%的强劲增长态 势。2025年Q4，信达生物有6款新药纳入2026年国家医保目录。 东海证券表示，2025年创新药板块进入盈利兑现提速期，诺诚健华、荣昌生物等实现扭亏为盈，三生国 健等业绩大幅预增，君实生物等显著减亏，核心驱动主要来自商业化产品快速放量和BD合作两大主 线。 2月5日早盘，港股市场主要指数集体下挫，聚焦创新药、AI医疗主线的港股通医疗ETF(520510)一度逆 势翻红，脑动极光、药明康德（603259）、凯莱英（002821）等持仓股涨幅靠前。 ...

Core Viewpoint - The article discusses the key deployments in the 2023 Central Document No. 1, focusing on agricultural modernization through technological innovation and the development of new productive forces in agriculture [5][6][7]. Group 1: Key Deployments in Agricultural Technology Innovation - The document emphasizes strengthening integrated innovation by enhancing the overall effectiveness of the agricultural technology innovation system, promoting enterprise-led innovation, and focusing on key areas such as seeds and agricultural machinery [5]. - It highlights the expansion of application scenarios through modern information technology and biotechnology, showcasing the significant role of agricultural drones and artificial intelligence in transforming agricultural practices [6]. - The document stresses the importance of promoting the transformation of agricultural technology achievements to address practical issues faced by farmers, ensuring that innovations reach rural areas effectively [7]. Group 2: Agricultural Bio-Manufacturing Paths Worth Noting - The article identifies high-value utilization of agricultural by-products, such as straw, as a key focus, indicating a shift from mere utilization to profitable applications [8]. - It discusses the potential of synthetic biology to enhance agricultural productivity by producing essential proteins and bio-fertilizers, thereby reducing reliance on chemical fertilizers [10]. - The development of new agricultural applications, including biodegradable materials and bio-pesticides, is highlighted as a means to promote green transformation in agriculture [11]. Group 3: Market Overview of Agricultural Bio-Manufacturing - As of February 9, 2025, there are 161 companies in the A-share market related to the "synthetic biology" concept, with a total market value of approximately 1.69 trillion yuan, averaging 10.5 billion yuan per company [15]. - The agricultural bio-manufacturing sector includes around 20 companies focusing on areas such as animal vaccines and feed additives, indicating a gradual industrial application of synthetic biology in agriculture [17]. - Key companies in this sector are noted for their focus on replacing feed, plant breeding, bio-pesticides, and precision farming, showcasing the diverse applications of synthetic biology in agriculture [17].

Summary of Key Points Core Viewpoint - Morgan Stanley has reduced its stake in Kelaiying (06821) by 7800 shares at a price of HKD 80.8366 per share, totaling approximately HKD 630,500, resulting in a new holding of about 1.6627 million shares, representing 5.97% of the company [1]. Group 1 - On January 28, Morgan Stanley sold 0.78 million shares of Kelaiying [1]. - The sale price per share was HKD 80.8366 [1]. - The total amount from the sale was approximately HKD 630,500 [1]. Group 2 - After the reduction, Morgan Stanley's remaining shares in Kelaiying are approximately 1.6627 million [1]. - The new holding percentage of Morgan Stanley in Kelaiying is 5.97% [1].

Group 1 - Morgan Stanley reduced its stake in Kelaiying (002821) (06821) by 0.78 million shares at a price of 80.8366 HKD per share, totaling approximately 630,500 HKD [1] - After the reduction, Morgan Stanley's latest holding is approximately 1.6627 million shares, representing a holding percentage of 5.97% [1]

Group 1 - Morgan Stanley reduced its stake in Kelaiying (06821) by 0.78 million shares at a price of 80.8366 HKD per share, totaling approximately 630,500 HKD [1] - After the reduction, Morgan Stanley's latest holding is about 1.6627 million shares, representing a holding percentage of 5.97% [1]

Group 1 - The major indices collectively rose on February 3, with the National Bio-Medical Index (399441) increasing by 1.15%. Notable stocks included Zhaoyan New Drug and Aimeike, both rising over 4%, while Tigermed and Huaxi Biological increased by over 3%, and Kailaiying rose nearly 3% [1] - The Bio-Medical ETF (159859) had a trading volume exceeding 65 million yuan, ranking first among its peers. The net inflow for this ETF on the previous trading day (February 2) was 67.29 million yuan, and it has seen continuous net inflows over the past 10 days, accumulating over 440 million yuan [1] - The latest circulating share of the Bio-Medical ETF is 9.569 billion shares, with a total market size of 3.674 billion yuan, making it the largest in its category [1] Group 2 - The Shanghai Municipal Government's work report emphasized the need to deepen the construction of an international economic center, focusing on modern industrial systems and supporting sectors such as bio-medicine, integrated circuits, and artificial intelligence [2] - According to Zhongtai Securities, the pharmaceutical market opportunities are expected to revolve around thematic opportunities, with potential performances in brain-computer interfaces, AI healthcare, and small nucleic acids. There is also a strategic emphasis on the raw material drug sector, which is at a bottom range and may see a mid-term positive cycle due to rising chemical prices and new business additions [2]

炒股就看金麒麟分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！ 财通证券发布研报称，化学原料药PPI长期承压，行业经历低谷。随着上游成本上涨、政策驱动出清， 以及GLP-1口服小分子、小核酸等新药产业化趋势成熟，头部原料药企业凭借卡位MNC供应链的核心优 势，有望从周期股转向创新产业链，开启第二增长曲线。 财通证券主要观点如下： 化学原料药PPI指数长期承压 过去几年，原料药行业经历了艰难时期。各类产品价格下跌，其中沙坦类、肝素类、动保类等价格已跌 至历史低位，部分龙头企业甚至处于亏损阶段。同时，集采对化药制剂的降价效应逐渐传递到上游原 料，而致原料药利润率不断下降。化学原料药PPI指数长期承压。 原料药企业有望开启第二增长曲线 投资建议：关注头部中间体、原料药及CDMO企业，建议关注诚达药业、联化科技、药明康德、凯莱 英、九州药业、奥锐特、天宇药业、康龙化成、博腾股份等。 风险提示：商业化不及预期的风险；贸易摩擦的风险；产能提升不及预期的风险。 原材料价格及汇率上涨，反内卷政策有望驱动原料药行业加速出清，同时，新兴产业趋势走向成熟，原 料药企业有望开启第二增长曲线。由于石油化工相关上游原料价格有上 ...