7月29日，南下资金今日净买入港股127.2亿港元。 其中，净买入小米集团-W 16.59亿、腾讯控股8.32亿、阿里巴巴-W 7.53亿、石药集团6.51亿、信达生物 5.14亿、国泰君安国际4.3亿、中芯国际3.66亿、锦欣生殖1.94亿；净卖出泡泡玛特3.51亿、美团-W 2.87 亿。 | | 沪股通 | | | 深股通 | | | | | --- | --- | --- | --- | --- | --- | --- | --- | | 名称 | 深跌幅 | 净头入额(亿) | 成交额 | 名称 | 涨跌幅 | 净买入额(亿) | 成交额 | | 小米製A-W | -2.6% | 9.89 | 53.64 L | 小米菲N-W | -2.6% | 6.70 | 30.04 Z | | 国泰君安国际 | 0.3% | 1.69 | 41.48亿 | 美团-W | -0.6% | -5.09 | 16.85 4 | | 腾讯控股 | -0.1% | 10.60 | 30.04 (Z | M-Dialiba | 0.1% | 5.51 | 16.45 Z | | 阿里巴巴-W | 0.1% | 2.02 ...

Group 1 - The core viewpoint is that the company has upgraded its profit forecast and target price following the formalization of the licensing agreement with Pfizer for the PD-1/VEGF dual antibody SSGJ-707, highlighting the product's significant potential value across multiple major tumor types [1][2] - The licensing agreement with Pfizer includes an upfront payment of $150 million for the exclusive rights to develop and commercialize SSGJ-707 in mainland China, along with future payments and a double-digit revenue share [2] - Pfizer plans to initiate global Phase III clinical trials for SSGJ-707, starting with patient recruitment in the U.S., leveraging its strong pipeline and commercialization capabilities to enhance the product's competitive position in the PD-(L)1 market [2] Group 2 - The company has raised its revenue forecasts for 2025-2027 by 2-6% based on higher collaboration income predictions, and has also increased its net profit forecast by 6-9% due to the growing contribution of high-margin innovative drugs [3] - The DCF target price has been adjusted to HKD 33, corresponding to a P/E ratio of 25.8x and 23.9x for 2025 and 2026, respectively, reflecting a shift from traditional single-product performance to long-term growth driven by new product iterations and international expansion [3] - Despite the target valuation being higher than historical averages, the company is at a critical juncture for growth, indicating significant potential for upward adjustment in future valuation [3]

| 港股通(沪)活跃成交股 | | --- | 智通财经APP获悉，7月29日港股市场，北水成交净买入127.2亿港元，其中港股通(沪)成交净买入58.78 亿港元，港股通(深)成交净买入68.42亿港元。 北水净买入最多的个股是小米集团-W(01810)、腾讯(00700)、阿里巴巴-W(09988)。北水净卖出最多的 个股是南方恒生科技(03033)。 | 股票名称 | 买入额 | 卖出额 | 买卖总额 | | --- | --- | --- | --- | | | | | 净流入 | | 小米集团-W | 31.76亿 | 21.87 乙 | 53.64亿 | | HK 01810 | | | +9.89 亿 | | 国泰君安 ... | 21.58 亿 | 19.90亿 | 41.48亿 | | HK 01788 | | | +1.69 乙 | | 腾讯控股 | 20.32 乙 | 9.72 亿 | 30.04亿 | | HK 00700 | | | +10.60 亿 | | 阿里巴巴-W | 12.23 乙 | 10.21 乙 | 22.43亿 | | HK 09988 | | | +2.02亿 | ...

一、ETF行业快讯1.三大指数集体上涨，多只创新药板块ETF上涨 2.板块表现 今日，三大指数集体上涨，上证综指上涨0.33%，深证成指上涨0.64%，创业板指上涨1.86%。多只医药 生物板块ETF上涨，其中，创新药ETF华泰柏瑞（517120.SH）上涨4.95%，创新药ETF天弘 （517380.SH）上涨4.56%，创新药ETF富国（159748.SZ）上涨4.53%。农林牧渔板块多只ETF下跌， 养殖ETF（516760.SH）下跌1.18%，农业50ETF（516810.SH）下跌1.15%，畜牧养殖ETF （516670.SH）下跌1.14%。 江海证券指出，创新药产业的蓬勃发展将产生强大的带动效应，推动整个产业链上下游企业协同发展， 可重点布局相关企业。长期投资视角，把握创新药板块估值修复机会。从长期投资角度来看，创新药板 块具备较高的投资价值，当前正是把握创新药板块估值修复机会的关键时期。 中信建投证券认为，中国诸多创新药资产近年来逐步进入全球视野，BD（Business Development）授权 金额及数量持续攀升，全球影响力持续扩大。伴随着临床数据的驱动以及持续强化的BD预期的催化， ...

一、强势个股 截至7月29日收盘，上证综指上涨0.33%，收于3609.71点，深证成指上涨0.64%，收于11289.41点，创业 板指上涨1.86%，收于2406.59点。今日沪深两市A股共计48只涨停，综合当前连板数以及当日龙虎榜数 据，其中较为强势的前三只个股分别为：南方路机（603280）、山河智能（002097）与西藏天路 （600326）。今日强势个股前10位具体数据见下表： | 概念名称 | 涨跌幅(%) | 涨停成分股占比(%) | 上涨成分股占比(%) | 下跌成分股占比(%) | | --- | --- | --- | --- | --- | | CRO概念 | 4.0 | 4.48 | 91.04 | 8.96 | | 变组蛋白 | 29 | 1.96 | 80.39 | 17.65 | | 创新药 | 279 | 3.86 | 82.83 | 16.31 | | 减肥药 | 2.76 | 1.82 | 89.09 | 10.91 | | F5G概念 | 243 | 278 | 75.0 | 25.0 | | 细胞免疫治疗 | 2.42 | 1.69 | 71.19 | 27.12 | ...

Market Overview - The market experienced a rise with 43 stocks hitting the daily limit, while 22 stocks faced a limit down, resulting in a sealing rate of 66%. Notable performers included Tibet Tourism with 7 consecutive limit ups, and several other stocks like Shanhai Intelligent and Xining Special Steel achieving multiple limit ups over the past week [1][3] - The total trading volume for the Shanghai and Shenzhen markets reached 1.8 trillion yuan, an increase of 609 billion yuan compared to the previous trading day. The Shanghai Composite Index rose by 0.33%, the Shenzhen Component Index by 0.64%, and the ChiNext Index by 1.86% [1][8] Sector Performance - The leading sectors included CRO, steel, CPO, and advanced packaging, while insurance, pork, banking, and agriculture sectors saw declines [1][8] - The CRO sector was notably boosted by WuXi AppTec's announcement of a 26% year-on-year increase in net profit for the first half of the year, with a record high of 56.7 billion yuan in orders [6][31] Stock Highlights - Tibet Tourism achieved a 7 consecutive limit up with a 10% increase, while other stocks like Southern Road Machinery and Shanhai Intelligent also performed well with 6 consecutive limit ups [1][11] - The PCB and copper foil sectors are gaining traction, with stocks like Fangbang Shares and Shenghong Technology reaching new highs due to optimistic market sentiment and technological advancements [5][21] Future Outlook - The market is showing a positive trend with major indices reaching new highs, particularly the ChiNext Index surpassing the 2400-point mark for the first time since October 2022. However, over 3000 stocks still closed lower, indicating a mixed sentiment among investors [8] - The focus remains on large-cap stocks and those with significant trading volumes, as the market continues to favor stocks with substantial performance improvements [8][31]

| 综合屏 F9 前复权 超级叠加 画线 工具 Q ? | | | 矢约ETF | | 159929 | | --- | --- | --- | --- | --- | --- | | €1.434 均1.464 量190万 换13.74% 振2.98% 额2.79亿 | 2024/12/11-2025/07/29(153日)▼ | | 1 2 11 1 | | +0.028 +1.94% | | | | | SZSE CNY 15:00:06 闭市 | | 通融入口中 | | 1.477- | 1.470 | | 净值走势 | 汇添富中证医药卫生ETF | | | | | | रुक्त 16.02% 120日 | | 21.19% | | | | | 5日 5.76% 250日 | | 24.16% | | | 1.410 | | 20日 11.62% 52周高 | | 1.56 | | | | | 60日 17.41% 52周低 | | 1.08 | | | 1.350 | | 实时申购赎回信息 | 申购 | 岐回 | | | | | 笔数 | વેર | 31 | | | | | 金额 | 0 | 0 ...

医药医疗加快上行脚步！A股最大医疗ETF（512170）今日（2025年7月29日）刷新多项纪录：收涨2.45%报0.377元，收盘价创去年"924"以来次高！日线豪 取10连阳，刷新历史最长连阳纪录！全天成交11.52亿元，为近3个月次高。 制药板块同步活跃，国内首只药ETF（562050）盘中摸高2%，场内收涨1.68%，收盘价续创上市以来新高。百亿美元出海大单加持，核心权重股恒瑞医药继 昨日涨停后续涨2.84%，成交107.31亿元，跻身A股前三。 图片来源： 企业供图 药明康德交出"史上最强"半年报，CXO板块沸腾！医疗ETF（512170）覆盖的6只CXO龙头股集体上攻，药明康德涨7.72%，股价逼近100元，创3年新高！成 交90.14亿元，位列A股第7。此外，九洲药业涨停，昭衍新药午后触板。 中金公司指出，如今创新药板块估值中枢上修，预期BD资金和二级热度上涨将反哺国内新药研发需求起量以及一级创新药项目融资活跃度提升，内需CRO 有望受益。另一方面，中国企业成本与效率优势对海外客户具较强吸引力，外需CDMO订单趋势同样向好。 中泰证券提示，随着财报陆续披露，CXO、GLP-1等景气赛道表现亮眼。 ...

7月29日，上证指数、深证成指、创业板指早盘探底回升，午后一度小幅回落，随后震荡上扬；科创50 指数早盘探底回升，午后震荡上扬。截至收盘，上证指数报3609.71点，涨0.33%，成交额7936.06亿 元；深证成指报11289.41点，涨0.64%，成交额10095.64亿元；创业板指报2406.59点，涨1.86%，成交额 4957.75亿元；科创50指数报1070.45点，涨1.45%，成交额405.17亿元。沪深两市合计成交18031.7亿 元，成交额较上一交易日增加608.63亿元。 医药生物、通信等行业走强西藏旅游7连板 盘面上来看，行业板块、概念涨多跌少。其中，医药生物、通信、钢铁、电子、国防军工、电力设备、 煤炭、计算机等行业涨幅靠前；创新药、光通信模块、重组蛋白、CPO、低碳冶金、复合集流体、维生 素、铜缆高速连接等概念走势活跃。保险、银行、农林牧渔、美容护理、轻工制造、环保等行业跌幅居 前；猪肉、同步磁阻电机、PEEK材料、社区团购、供销社、稀土永磁等概念走势较弱。涨停个股主要 集中在医药生物、机械设备、电子、化工、环保等行业。 个股涨跌情况，截至收盘，沪深两市合计2142只个股上涨，28 ...

月29日A股市场投资情绪 资本市场是投资者信心的晴雨表。投资者情绪的波动会影响其对未 的主观判断,进而影响投资行为,形成合力后对市场产生显著影响 想通过几个问题,了解投资者对每日市场的看法。7月29日共有411 用户参与了调研,具体情况如下: 创业板 上证指数 深证成指 ▲ 0.64% ▲ 0.33% ▲ 1.86 A股市场呈现"指数新高与个股分化并存"的结构性特征，沪指盘中围绕3600; 荡，最终站稳,创业板指创2024年11月以来新高,科技成长贡献主要涨幅。 两市成交额 两市成交额放量突破1.8万亿元,市场 高位,资金情绪修复。结构性行情明§ 前十的行业集中于科技与医药领域,仆 业如煤炭、钢铁成交额缩量,反映资; 板块向高成长赛道迁移。 2240家上涨 涨跌停止 个股涨少跌多,市场呈现"指数新高、个股普跌"分 化格局。结构性机会凸显,生物制品、化学制药、半 导体等赛道涨幅居前,传统行业如钢铁、煤炭、银行 等板块调整,反映资金对业绩不确定性与产能过剩行 业的规避。 加仓 28.15% 减仓 19.56% 按兵不动 货金情绪 主力资金净流出 899 散户资金净流入 机构结构性乐观，资金持续流入科技成长板块，显 ...