消息面上，GIC在歌礼制药最新一轮配售中获得头部分配额度，将助力ASC30加速全球III期临床推进。 2月6日，港交所披露的信息显示，新加坡政府投资基金(GIC)以每股均价12.18港元的价格，斥资约7.81 亿港元买入歌礼制药6412.8万股新股。交易完成后，GIC持有歌礼制药6.42%股权。 东方证券表示，ASC30减重数据优越，安全性良好，且分子专利已获美国授权，BD潜力较大。此外， 歌礼制药基于超长效药物开发平台(ULAP)开发的用于减重和维持治疗的ASC30皮下注射剂型，表观半 衰期分别长达46天和75天，远超其他超长效GLP-1药物，同时安全性占优。 智通财经APP获悉，歌礼制药-B(01672)再涨超6%，截至发稿，涨5.52%，报17.2港元，成交额6945.8万 港元。 ...

歌礼制药-B(01672)再涨超6%，截至发稿，涨5.52%，报17.2港元，成交额6945.8万港元。 东方证券表示，ASC30减重数据优越，安全性良好，且分子专利已获美国授权，BD潜力较大。此外， 歌礼制药基于超长效药物开发平台(ULAP)开发的用于减重和维持治疗的ASC30皮下注射剂型，表观半 衰期分别长达46天和75天，远超其他超长效GLP-1药物，同时安全性占优。 消息面上，GIC在歌礼制药最新一轮配售中获得头部分配额度，将助力ASC30加速全球III期临床推进。 2月6日，港交所披露的信息显示，新加坡政府投资基金(GIC)以每股均价12.18港元的价格，斥资约7.81 亿港元买入歌礼制药6412.8万股新股。交易完成后，GIC持有歌礼制药6.42%股权。 ...

Group 1 - The Hong Kong stock market for biopharmaceutical companies showed a rebound on February 10, with notable gains in several stocks [1] - Yiming Anke experienced an increase of over 7%, while Deqi Pharmaceutical rose by more than 6% [1] - Both Kangnuo Pharmaceutical and Geli Pharmaceutical saw their stock prices increase by over 5% [1]

研究报告 Research Report 9 Feb 2026 香港医疗 Hong Kong Health Care 医药行业周报（2026.02.02-2026.02.06）：市场情绪回暖；看好基本面表现强劲的创新药产业链龙头 Healthcare Weekly (2026.02.02-2026.02.06): Market Sentiment Warms; Bullish on Leaders in Innovative Drug Chain with Strong Fundamentals [Table_yemei1] 观点聚焦 Investment Focus | [Table_Info] | | | | | --- | --- | --- | --- | | 股票名称 | 评级 | 股票名称 | 评级 | | 百济神州 | Outperform 华润医药 | | Outperform | | 京东健康 | Outperform 国药控股 | | Neutral | | 药明生物 | Outperform 映恩生物 | | Outperform | | 信达生物 | Outperform 金斯瑞生物科 ...

Group 1: Market Overview - The Hang Seng Index rose by 1.44%, gaining 382 points to close at 26,942 points, while the Hang Seng Tech Index increased by 1.02% [1] - The early trading volume in the Hong Kong stock market reached 136.3 billion HKD [1] Group 2: Space Photovoltaic Sector - Space photovoltaic concept stocks surged, driven by Tesla's acceleration in solar manufacturing, with expectations for exponential growth in space photovoltaic demand [1] - JunDa Co., Ltd. (02865) increased by 13.86%, and GCL-Poly Energy Holdings Limited (03800) rose by 4.5% [1] Group 3: Real Estate Sector - Domestic property stocks continued their recent upward trend, with improved confidence in the real estate market and increasing likelihood of policy easing [1] - Sunac China Holdings Limited (01918) rose by 7.38%, and CIFI Holdings (Group) Co., Ltd. (00884) increased by 5.88% [1] Group 4: Fiber Optic Industry - Changfei Optical Fiber and Cable Co., Ltd. (06869) surged by 13.99%, reaching a new high, driven by increased demand for AI computing power [1] Group 5: Electrical Equipment Sector - Chongqing Machinery and Electric Co., Ltd. (02722) saw a rise of over 15.6%, attributed to strong performance from Cummins and robust demand for backup power in data centers [1] Group 6: AI Industry - The sentiment in the AI industry chain continued to improve, with Zhipu (02513) soaring over 17% and MiniMax (00100) increasing by over 6% [2] - China Duty Free Group (01880) rose by over 8%, with expectations for strong performance in Hainan's duty-free market during the Spring Festival [2] Group 7: Pharmaceutical Sector - Gilead Sciences, Inc. (01672) increased by 8%, with GIC investing 781 million HKD to raise its stake to 6.42% [2] Group 8: Energy Sector - Dongfang Electric Corporation (01072) rose by over 11%, benefiting from ongoing electricity shortages in North America and potential opportunities for Chinese gas turbines [2] Group 9: Resource Sector - Jiaxin International Resources (03858) increased by over 7%, with expectations of turning a profit of up to 340 million HKD last year [3] Group 10: Copper Industry - Kintor Pharmaceutical Limited (01888) rose by over 8%, with Citigroup noting that rising copper prices are expanding profit margins for copper-clad laminate manufacturers [4] Group 11: Gold Sector - WanGuo Gold International (03939) increased by over 7%, leading gold stocks as the People's Bank of China has increased its gold holdings for 15 consecutive months [5] Group 12: Semiconductor Sector - Zhaoyi Innovation (03986) rose by over 10%, as the company was added to the Hong Kong Stock Connect list, benefiting from an upturn in the storage cycle [6]

Core Viewpoint - Gilead Sciences-B (01672) shares rose nearly 9% in early trading, with a current price of HKD 16.45 and a trading volume of HKD 42.25 million, following a significant investment from the Government of Singapore Investment Corporation (GIC) [1][5]. Group 1 - GIC purchased approximately 64.12 million new shares of Gilead Sciences at an average price of HKD 12.18 per share, totaling around HKD 781 million, resulting in GIC holding a 6.42% stake in the company [1][5]. - The investment is part of Gilead Sciences' recent completion of a placement plan, where the company sold a total of 69.26 million shares, raising a net amount of approximately HKD 835 million [1][5]. - Gilead Sciences indicated that 90% of the funds raised will be allocated for the global Phase III clinical development of the oral small molecule GLP-1 receptor agonist ASC30, covering trial preparation, foundational work, and formal initiation; the remaining 10% will be used for operational funding [1][5].

公开资料显示，此次入股源于歌礼制药近期完成对配股计划。公司共配售6926万股，所得款项净额约 8.35亿港元。GIC在此轮配售中获得头部分配额度。歌礼制药方面表示，本轮融资资金的90%将专项用 于口服小分子GLP-1受体激动剂ASC30的全球III期临床开发，包括试验准备、基础工作及正式启动；剩 余10%用于补充运营资金。 智通财经APP获悉，歌礼制药-B(01672)早盘涨近9%，截至发稿，涨8.29%，报16.46港元，成交额1428.9 万港元。 消息面上，2月6日，港交所披露的信息显示，新加坡政府投资基金(GIC)以每股均价12.18港元的价格， 斥资约7.81亿港元买入歌礼制药6412.8万股新股。交易完成后，GIC持有歌礼制药6.42%股权。 ...

每经AI快讯，2月9日，歌礼制药-B(01672.HK)早盘涨近9%，截至发稿涨8.29%，报16.46港元，成交额 1428.9万港元。 ...

歌礼制药-B(01672)早盘涨近9%，截至发稿，涨8.29%，报16.46港元，成交额1428.9万港元。 公开资料显示，此次入股源于歌礼制药近期完成对配股计划。公司共配售6926万股，所得款项净额约 8.35亿港元。GIC在此轮配售中获得头部分配额度。歌礼制药方面表示，本轮融资资金的90%将专项用 于口服小分子GLP-1受体激动剂ASC30的全球III期临床开发，包括试验准备、基础工作及正式启动；剩 余10%用于补充运营资金。 消息面上，2月6日，港交所披露的信息显示，新加坡政府投资基金(GIC)以每股均价12.18港元的价格， 斥资约7.81亿港元买入歌礼制药6412.8万股新股。交易完成后，GIC持有歌礼制药6.42%股权。 ...

Group 1 - GIC Private Limited increased its stake in Gilead Sciences-B (01672.HK) by purchasing 64.128 million shares at an average price of HKD 12.18 per share, totaling approximately HKD 781 million [1] - Following this transaction, GIC Private Limited's total shareholding in Gilead Sciences-B reached 64.128 million shares, representing a 6.42% ownership stake [1]