药ETF（562050）覆盖50大龙头药企，重仓创新药，兼顾中药。今日千亿巨头活跃，恒瑞医药涨 1.81%，百济神州涨2.42%，百利天恒大涨4.21%。下跌方面，博瑞医药、达仁堂下挫逾4%居前。 中药也被提及，高层强调，要依靠创新促进中医药振兴发展，充分运用现代科学的理论、技术、材料 等，深化中医药基础理论、诊疗规律、作用机理的研究阐释，丰富治疗方法，推进中医药现代化、产业 化。 制药龙头大哥恒瑞医药中报业绩亮眼，有力提振板块行情。其2025年半年度报告显示，上半年实现营业 收入157.6亿元，同比增长15.9%；归母净利润44.5亿元，同比增长29.7%，机构点评其业绩或进入爆发 增长期。 无独有偶，百济神州业绩再超预期！根据其此前发布的业绩快报，预计上半年营业收入同比高增46%， 实现归母净利润4.5亿元，同比增长115.63%。 整体来看，截至当前，药ETF（562050）覆盖的50只制药龙头中18股已披露上半年业绩（含业绩快 报），17股上半年实现盈利，12股归母净利润正增长，其中，达仁堂净利同比增幅达193%，甘李药业 亦翻倍。 | 序号 | 证券代码 | 证券商标 | 雪非收入 | | 蒙业收入 ...

国务院最新批复。 据中国政府网8月21日消息，国务院近日发布关于《中国（江苏）自由贸易试验区生物医药全产业链开放创新发展方案》的批复（简称"批复"）称，原则同意《中 国（江苏）自由贸易试验区生物医药全产业链开放创新发展方案》（以下简称《方案》），请认真组织实施。 批复要求，《方案》实施要以习近平新时代中国特色社会主义思想为指导，深入贯彻党的二十大和二十届二中、三中全会精神，坚持稳中求进工作总基调，完整准 确全面贯彻新发展理念，加快构建新发展格局，扎实推动高质量发展，更好统筹发展和安全，以高水平开放为引领、以制度创新为核心，开展首创性、集成式探 索， 推动生物医药全产业链集成创新发展，将中国（江苏）自由贸易试验区打造成为具有世界影响力的生物医药产业集聚地、更具国际竞争力的生物医药创新发展 高地 。 此外，江苏省人民政府要切实履行主体责任，制定专项方案，加快推进落地实施，加强协同监管，强化重点领域风险防控，确保《方案》确定的目标任务落实到 位。 信长星强调，生物医药是关系国计民生和国家安全的战略性新兴产业。要精准把握产业特点，统筹国内高校资源对接和国际创新资源引入，加强与科研团队、创新 人才的紧密联系，拓展公共技 ...

责编：李丹 校对：王朝全 原标题：李强在北京调研生物医药产业发展时强调 加大高质量科技供给和政策支持 着力推动生物医药产业提质升级 新华社北京8月20日电 中共中央政治局常委、国务院总理李强8月20日在北京调研生物医药产业发展情况。他强调，要深入贯彻习近平总书记关于生物医药产业发 展的重要指示精神，加大高质量科技供给和政策支持，充分发挥企业创新主体作用，着力推动生物医药产业提质升级，研发生产更多优质高效的好药新药，不断增 进人民健康福祉。 李强首先来到昌平实验室，听取有关重大疾病诊疗技术和设备设施研发进展汇报。李强指出，要在生物医药这条新赛道上跑出加速度，必须加大科技创新力度。希 望大家锚定国际前沿和重要领域，重点围绕新靶点、新化合物、新作用机理等，集中协同开展科研攻关，多产出重大原创性成果，多培养生命科学领域高端人才， 不断夯实我国生物医药产业发展根基。 在百济神州（北京）生物科技有限公司，李强了解有关新药研发情况，察看药物化学实验室，细致询问生产流程。李强说，我国健康产业市场空间巨大，创新药发 展前景广阔。要及时发现临床价值高、转化潜力大的创新药项目，加强跟踪服务，推动医疗机构配备使用。要大力培育优质企业 ...

Core Viewpoint - The article highlights a significant positive shift in the pharmaceutical and medical device sectors in China, driven by recent policy changes and market dynamics that favor quality over price competition, indicating a transition from a "price war" to a "value war" in the industry [2][6]. Group 1: Market Movements - On July 25, A-shares experienced slight fluctuations, with AI concept stocks showing strength, while the pharmaceutical and medical device sectors saw substantial gains, with several stocks hitting the daily limit [1]. - The CRO index surged over 3%, and the Wind Medical Device Select Index rose nearly 3%, with companies like Yiming Pharmaceutical and Tianmu Pharmaceutical reaching their daily limits [5]. Group 2: Policy Developments - The optimization of centralized procurement policies aims to curb vicious price competition, promoting a shift towards value-based competition in the pharmaceutical industry [2]. - The National Medical Insurance Administration held a meeting to discuss new measures supporting innovative drugs and medical devices, indicating a commitment to enhancing the quality of healthcare offerings [3][7]. - The Shanghai Pudong New Area government released a plan to enhance the biopharmaceutical industry park, targeting a scale exceeding 500 billion yuan by 2027 [4][9]. Group 3: Industry Outlook - Analysts suggest that the recent policy changes will lead to a recovery in valuations and performance in the medical device sector, with expectations of high growth for several companies in the third quarter [5][6]. - The National Medical Products Administration reported that China's innovative drug development pipeline accounts for about 25% of the global total, with approximately 3,000 clinical trials ongoing annually [8]. - The Pudong plan aims to establish a world-class biopharmaceutical industry park, with specific targets for innovation and market entry of new products by 2027 [9].

Group 1 - The core viewpoint of the news is that Wuhan East Lake High-tech Zone, also known as "China Optics Valley," has introduced measures to accelerate the development of the biopharmaceutical industry, aiming to create a world-class biopharmaceutical industry cluster [1] - The life and health industry is one of the advantageous industries in Optics Valley, with an expected industry scale exceeding 200 billion yuan by 2024 [1] - The Wuhan National Bio-industry Base has formed a trillion-yuan industry cluster, highlighting the significance of the biopharmaceutical sector within the life and health industry [1] Group 2 - The measures include six major areas with 20 specific initiatives aimed at expanding the industry cluster scale, accelerating product R&D and industrialization, transforming platform systems, expanding application scenarios, enhancing resource supply, and optimizing industrial park ecosystems [1] - Financial incentives are provided, including up to 500 million yuan for major projects in key biopharmaceutical areas, up to 100 million yuan for the industrialization of new drugs, and up to 100 million yuan for top scientists and leading talents [1] - The measures encourage the development of artificial intelligence products tailored to application scenarios and support collaborative clinical research between hospitals and enterprises [1] Group 3 - The measures also focus on upgrading platform systems by supporting the construction of high-level innovation platforms and encouraging biopharmaceutical companies to develop large models in areas such as precision diagnosis, AI drug development, and rehabilitation management [2] - Wuhan is accelerating the creation of a trillion-yuan health industry cluster, with the total scale of the life and health industry expected to reach 554.6 billion yuan by 2024, ranking first in Central China [2]

Core Viewpoint - The successful launch of the Henan Qianmu Biopharmaceutical project marks a significant advancement in Qianhong Pharmaceutical's heparin industry chain layout, enhancing its market competitiveness through the signing of the CTH casing project [1][2][3] Company Summary - Qianhong Pharmaceutical, in collaboration with Muyuan Group, has established the Qianmu Biopharmaceutical project, which occupies an area of 290.32 acres and commenced construction in October 2023. The project will primarily produce heparin sodium crude products, heparin sodium, and low molecular weight heparin series raw materials and formulations [3] - The project leverages Muyuan Group's high-quality, traceable pig resources and Qianhong Pharmaceutical's technological advantages to create a globally leading comprehensive utilization and biopharmaceutical base for pig by-products [3] - The signing of the CTH casing project with the Netherlands CTH company aims to introduce advanced European technology and market resources, further integrating the biopharmaceutical industry in Nanyang into the global value chain [2] Industry Summary - The Qianmu Biopharmaceutical project is expected to fill the gap in high-end heparin raw materials in Henan Province, significantly contributing to the development of a billion-level biopharmaceutical industry cluster in Nanyang [1] - The project is part of a broader strategy to deepen the strategic cooperation between Qianhong Pharmaceutical and Muyuan Group, aiming to establish a competitive biopharmaceutical industry hub in Central China [1][2]

Core Insights - The article highlights the rapid development of the biomedical industry in Jinan, showcasing innovations from companies like Pansheng Bio and Laibo Bio, which are transforming early cancer screening and hepatitis testing respectively [1][2][3]. Company Innovations - Pansheng Bio has developed a tumor marker detection kit that utilizes biochip technology, allowing simultaneous testing of 12 tumor indicators for 60 samples, significantly reducing costs and improving efficiency for medical institutions [2]. - Pansheng Bio is also pioneering in "cell regeneration" with its engineered artificial skin that can regenerate complex structures like hair follicles and blood vessels, positioning itself as a global leader in regenerative medicine [2]. - Laibo Bio has introduced a hepatitis C core antigen testing kit, which is the only one of its kind in China, offering detection capabilities comparable to the gold standard nucleic acid tests, making it suitable for large-scale screenings [3]. Industry Ecosystem - The biomedical industry in Jinan is characterized by a collaborative ecosystem involving biopharmaceuticals, cell and gene therapy, and medical devices, with over 400 companies operating in the region [4]. - Jinan High-tech Zone aims to attract companies with Class III medical device certifications and is focusing on creating a conducive environment for capital investment and project implementation [4]. - The region is also enhancing its talent and innovation framework, promoting a "talent + project" mechanism to foster rapid development of innovative solutions [4]. Economic Impact - The biomedical sector in Jinan is projected to generate a production value of 24.6 billion yuan in 2024, with leading companies like Boke Group, Laibo Bio, and Pansheng Bio driving regional economic growth [4][5]. - The collective efforts of these companies not only contribute to economic development but also aim to improve public health outcomes, reflecting a broader mission to enhance human health standards [5].

Core Viewpoint - Hohhot Economic and Technological Development Zone is accelerating the layout of the biopharmaceutical industry, aiming to create a high-quality development environment and attract more biopharmaceutical enterprises to settle in the region [1][4] Group 1: Project Developments - The transdermal patch production project by Hegao Pharmaceutical Co., Ltd. and the intelligent manufacturing factory project by Xiling Biological Technology Co., Ltd. have simultaneously commenced construction [1] - The total investment for the two projects in the Yangtze River Delta and Inner Mongolia is 270 million yuan, focusing on transdermal drug delivery technology innovation and recombinant humanized active ingredient research [2] Group 2: Policy and Support - Hohhot City has introduced several policies to support high-quality development in the biopharmaceutical sector, including measures to build a strong technological city and support synthetic biology [1][4] - The development zone provides "one-stop" services in areas such as site selection, funding, project application, and technological support to facilitate project implementation [1][2] Group 3: Industry Ecosystem - The biopharmaceutical industry in Hohhot has formed a robust ecosystem, with 22 biopharmaceutical companies currently operating in the development zone, accounting for one-third of the city's total [3] - Key players in the industry include Jin Yu Biotechnology Co., Ltd. for biological vaccines, Fufeng Group Co., Ltd. and Qilu Pharmaceutical Group Co., Ltd. for biological fermentation, and Inner Mongolia Shuangqi Pharmaceutical Co., Ltd. for biopharmaceuticals [3] Group 4: Future Outlook - The industrial output value of the biopharmaceutical sector in Hohhot is projected to reach 11.09 billion yuan in 2024, with a year-on-year growth of 2% [4] - The development zone plans to enhance its industrial ecosystem, attract more high-quality biopharmaceutical enterprises, and strengthen policy support and service guarantees to promote innovation and integration of industry, academia, and research [4]

Group 1 - The 34th Harbin International Economic and Trade Fair showcased Jixi City with a theme of "Graphite Capital, Poetic Jianghu," featuring a 150 square meter exhibition hall that highlights local industries and cultural characteristics [2] - A record number of over 80 enterprises from Jixi participated, covering various sectors such as industrial manufacturing, technological innovation, bio-economy, digital economy, mineral economy, green food, and cultural tourism, with nearly 300 exhibits on display [2] - The exhibition focused on "special, refined, unique, and new" products, presenting achievements through physical displays and models, while also promoting cooperation with Russian cities and enterprises [2][3] Group 2 - Jixi organized seven major supporting activities during the fair, the highest number in its history, including a conference on building "China's Acanthopanax Capital" and promoting high-quality development in the biopharmaceutical industry [3] - Governmental discussions were held with cities from Russia and Kyrgyzstan to deepen international cooperation, alongside a series of promotional and live-streaming events [3] - The exhibition integrated cultural performances and local specialty product displays, achieving a deep fusion of exhibition, discussion, and negotiation [3]

Core Insights - The establishment of the Nanjing Biomedical Sub-center has facilitated the transfer and commercialization of research outcomes from 68 universities, resulting in 1,123 selected pharmaceutical achievements and 31 projects being established [1][2] - The sub-center has created a financial support system with a scale of 8.4 billion yuan, including various funding sources to assist startups and projects [2] Group 1 - The Nanjing Biomedical Sub-center has engaged with 68 universities and selected 1,123 pharmaceutical achievements, leading to the establishment of 31 projects [1] - The sub-center provides significant support to startups, including access to expensive laboratory equipment, which alleviates financial burdens for new companies [1] - The rapid establishment of companies, such as Innos (Nanjing) Biotechnology Co., demonstrates the effectiveness of the sub-center in facilitating research commercialization [1] Group 2 - A comprehensive financial support system of 8.4 billion yuan has been established, encompassing government funding, angel funds, and bank loans [2] - The sub-center has developed a team of over 140 technical managers to provide one-stop support for university teams, aiding in the swift establishment and growth of projects [2] - Future plans for the sub-center include enhancing collaboration with universities and enterprises to promote high-quality development in the biomedical industry [2]