2026年A股首个交易日，市场一片热闹景象。 一方面，上证指数再度站上4000点，日线迎来罕见的12连阳。另一方面，权重股搭台，个股普涨，热点全面开花。 权重股方面，保险板块大涨；此外，贵州茅台（600519）、宁德时代（300750）、中芯国际等龙头股均上涨。板块方面，脑机接口、医药、半导体、消费 电子等板块大涨。 截至上午收盘，上证指数上涨1.07%，报4011.45点；深证成指上涨1.87%，创业板指上涨2.15%。 | 新华保险 融 601336 | 74.95 | 7.53% | 1563 Z | | --- | --- | --- | --- | | 中国太保 | 44.49 | 6.16% | 3045亿 | | 融 601601 | | | | | 行业龙头3 | | | | | 中国平安 ■ 601318 | 72.20 | 5.56% | 7697亿 | | 行业龙头2 | | | | | 中国人寿 融 601628 | 47.85 | 5.16% | 9964 Z | | 行业龙头1 | | | | | 中国人保 融 601319 | 9.38 | 4.80% | 3330亿 | 202 ...

Group 1 - A-shares opened higher today, with significant gains in innovative drug and brain-computer interface stocks, including Zhaoyan New Drug and BeiGene, which rose over 10% [1] - The innovative drug ETF Tianhong (517380) tracking the Hang Seng-Hushen-Hong Kong Innovative Drug Selected 50 Index surged over 4.8%, outperforming the Hong Kong Stock Connect Innovative Drug Index [1] - The biopharmaceutical ETF (159859) tracking the Guozhen Biopharmaceutical Index increased by over 3%, with a total scale exceeding 3.3 billion yuan and a net inflow of over 600 million yuan since September last year [1] Group 2 - The National Medical Products Administration has organized the formulation of the "Priority Approval High-end Medical Device Catalog (2025 Edition)," including medical electronic accelerators and implantable brain-computer interface medical devices [1] - Elon Musk announced that his brain-computer interface company, Neuralink, will begin large-scale production of brain-computer interface devices in 2026, transitioning to a more streamlined and nearly fully automated surgical process [1] - Analysts indicate that including implantable brain-computer interface medical devices in the priority approval category highlights policy support for related technological developments, with a broad potential market space and accelerated commercialization processes expected [1] Group 3 - McKinsey estimates that the global market size for brain-computer interface medical applications could reach $40 billion by 2030 and $145 billion by 2040, indicating significant application potential in the medical field [2] - Investors interested in the innovative drug sector can consider the innovative drug ETF Tianhong (517380) for easy access, while off-market investors may focus on linked funds [2] - The emphasis is on CXO and innovative drug mainline trends, with a recommendation to focus on the biopharmaceutical ETF (159859) that targets 30 industry leaders for higher sharpness and elasticity [2]

2．保险 新华保险涨超7%，中国太保涨超6%，续创历史新高。 1月5日消息，市场早盘高开高走，时隔34个交易日，上证指数盘中重回4000点。板块方面，脑机接口概 念盘中持续扩大涨幅，乐普医疗、海格通信、三七互娱（维权）等超20股涨停；半导体产业链持续走 强，东微半导、兆易创新等多股涨停；创新药概念表现活跃，百济神州涨超10%；保险板块强势领涨， 新华保险涨超7%，中国太保涨超6%，双双创历史新高；下跌方面，海南自贸概念集体大跌，海南发展 跌停；银行板块大面积飘绿，浦发银行领跌。总体来看，个股呈普涨态势，上涨个股超4000只。 截至收盘，沪指报4011.45点，涨1.07%；深证成指报13777.32点，涨1.87%；创指报3272.07点，涨 2.15%。 盘面上，脑机接口、高压氧舱、保险板块涨幅居前，海南自贸区、海南、机场航运板块跌幅居前。 热点板块： 1．脑机接口 乐普医疗、海格通信、三七互娱等超20股涨停。 消息面上，马斯克近日在社交媒体上表示，其脑机接口公司Neuralink将于2026年开始对脑机接口设备进 行"大规模生产"。 4、【高盛预计中国央行今年一季度有一次"双降"】据高盛最新宏观展望报告， ...

乐普医疗、、三七互娱等超20股涨停。 消息面上，马斯克近日在社交媒体上表示，其脑机接口公司Neuralink将于2026年开始对脑机接口设备进 行"大规模生产"。 2．保险 新华保险涨超7%，中国太保涨超6%，续创历史新高。 消息面上，近日，国家金融监督管理总局数据显示，2025年前11个月，保险业总计实现保费收入57629 亿元，同比增长7.6%。其中，人身险公司实现保费收入41472亿元，同比增长9.1%；财险公司实现保费 收入16157亿元，同比增长3.9%。 1月5日消息，市场早盘高开高走，时隔34个交易日，上证指数盘中重回4000点。板块方面，脑机接口概 念盘中持续扩大涨幅，、海格、（维权）等超20股涨停；半导体产业链持续走强，东微半导、等多股涨 停；创新药概念表现活跃，百济神州涨超10%；板块强势领涨，涨超7%，涨超6%，双双创历史新高； 下跌方面，海南自贸概念集体大跌，海南发展跌停；银行板块大面积飘绿，领跌。总体来看，个股呈普 涨态势，上涨个股超4000只。 截至收盘，沪指报4011.45点，涨1.07%；深证成指报13777.32点，涨1.87%；创指报3272.07点，涨 2.15%。 盘面 ...

Core Viewpoint - The Hong Kong Stock Connect innovative drug ETF managed by E Fund (159316) has shown a strong rebound, rising over 4.5% in early trading, indicating positive market sentiment towards innovative drug development in China [1] Group 1: Innovative Drug Development - Innovent Biologics' anti-CTLA-4 monoclonal antibody "Daboshu" has been approved as the first domestic drug of its kind, filling a gap in the market [1] - The TROP2 ADC "Dercumab" jointly developed by AstraZeneca and Daiichi Sankyo has been approved for breast cancer indications in China, strengthening the ADC sector [1] Group 2: Business Development (BD) Growth - By December 31, 2025, the total transaction amount for China's innovative drug BD overseas licensing is expected to reach $135.655 billion, with upfront payments of $7 billion and a total of 157 transactions, marking historical highs across various metrics [1] - Recent BD transactions include: - Tongyi Medicine's peptide-conjugated drug CBP-1018 for prostate cancer licensed to MultiValent Biotherapies for $2 billion [1] - Ascletis Pharma's ADC drug SIM0613 licensed to Ipsen for $1.06 billion [1] - GRAIL's pan-KRAS inhibitor entering a Co-Co collaboration with AstraZeneca for over $2 billion, setting a record for clinical-stage small molecule collaborations [1] Group 3: Key Products - E Fund's Hong Kong Stock Connect innovative drug ETF (159316, linked A/C: 024328/024329) [1] - E Fund's Hong Kong Stock Connect pharmaceutical ETF (513200, linked A/C: 018557/018558) [1] - E Fund's Hang Seng Biotechnology ETF (159105) [1]

Core Viewpoint - The three major indices in the Chinese stock market opened higher and showed strong performance, with the Shanghai Composite Index surpassing 4000 points for the first time in 34 trading days, indicating a positive market sentiment and investor confidence [1] Market Performance - The Shanghai Composite Index rose by 1.07% at midday, while the Shenzhen Component Index increased by 1.87%, and the ChiNext Index gained 2.15% [1] - The market saw a surge in various sectors, particularly in brain engineering, insurance, semiconductor, innovative pharmaceuticals, and commercial aerospace [1] Sector Highlights - The brain engineering concept experienced a wave of stocks hitting the daily limit, with over 20 stocks including Sanbo Brain Science, Xiangyu Medical, Meihao Medical, and Aipeng Medical reaching the limit [1] - The insurance sector showed strong performance, with New China Life Insurance and China Pacific Insurance both reaching historical highs [1] - The storage chip concept also saw gains, with stocks like Zhaoyi Innovation and Yunhan Chip City hitting the daily limit [1] - The innovative pharmaceutical sector rose, with stocks such as Zhaoyan New Drug, Fuyuan Pharmaceutical, and Lepu Medical also reaching the limit [1] - The commercial aerospace sector remained active, with stocks like Reco Defense, Goldwind Technology, and Fenghuo Communication hitting the daily limit [1] Sector Performance - The leading sectors in terms of gains included insurance, healthcare, semiconductors, and the internet [1] - Conversely, sectors that experienced declines included hotel and catering, tourism, public transportation, and Hainan Free Trade [1]

声明：市场有风险，投资需谨慎。本文为AI基于第三方数据生成，仅供参考，不构成个人投资建议。 资讯所属栏目还有更多独家策划、专家专栏，免费查阅>> 此外，药监局消息，2025年我国已批准上市的创新药达76个，创历史新高；我国创新药对外授权交易总 金额超过1300亿美元，授权交易数量超过150笔，同样创历史新高。目前我国在研新药管线约占全球 30%，位列全球第二。 港股通创新药ETF嘉实（520970）跟踪中证港股通创新药指数，前十大权重股分别为药明生物、百济神 州、信达生物、康方生物、中国生物制药、石药集团、翰森制药、药明康德、三生制药、晶泰控股，权 重合计超71.36%。 港股通创新药ETF嘉实（520970）管理费+托管费为0.60%/年，既适合普通投资者作为长期配置工具， 也能满足专业投资者的灵活交易需求。 1月5日消息，今日开盘，AH两市集体上涨，据上交所数据显示，截至10:40，上证指数上涨0.90%，重 回4000点以上！港股通创新药指数上涨3.85%，个股方面，昭衍新药涨超11%，泰格医药、科伦博生物- B涨超6%。 热门ETF方面，港股通创新药ETF嘉实（520970）涨5.21%。 消息面上， ...

1月5日，富士莱盘中上涨2.00%，截至11:07，报33.15元/股，成交1489.13万元，换手率0.51%，总市值 30.39亿元。 富士莱今年以来股价涨2.00%，近5个交易日跌0.45%，近20日涨2.16%，近60日跌1.37%。 机构持仓方面，截止2025年9月30日，富士莱十大流通股东中，银河康乐股票A（519673）位居第九大 流通股东，持股17.81万股，为新进股东。 资料显示，苏州富士莱医药股份有限公司位于江苏省常熟新材料产业园海旺路16号，成立日期2000年11 月27日，上市日期2022年3月29日，公司主营业务涉及原料药及中间体、保健品原料的研发、生产和销 售。主营业务收入构成为：硫辛酸系列产品66.02%，肌肽系列产品14.86%，艾瑞昔布11.88%，磷脂酰 胆碱系列产品5.95%，其他(补充)1.29%。 责任编辑：小浪快报 截至12月19日，富士莱股东户数9810.00，较上期减少0.01%；人均流通股9079股，较上期增加0.01%。 2025年1月-9月，富士莱实现营业收入3.23亿元，同比增长3.23%；归母净利润7339.66万元，同比增长 430.16%。 分红方 ...

1月5日，中关村盘中上涨2.05%，截至11:06，报4.97元/股，成交2102.22万元，换手率0.57%，总市值 37.43亿元。 资金流向方面，主力资金净流入28.84万元，特大单买入0.00元，占比0.00%，卖出124.46万元，占比 5.92%；大单买入301.96万元，占比14.36%，卖出148.65万元，占比7.07%。 中关村今年以来股价涨2.05%，近5个交易日跌0.60%，近20日跌4.24%，近60日跌5.33%。 资料显示，北京中关村科技发展(控股)股份有限公司位于北京市朝阳区霄云路26号鹏润大厦B座22层， 成立日期1999年6月8日，上市日期1999年7月12日，公司主营业务涉及医药业务、混凝土业务、地产业 务。主营业务收入构成为：销售商品93.94%，提供劳务6.06%。 中关村所属申万行业为：医药生物-化学制药-化学制剂。所属概念板块包括：中药、高血压防治、生物 医药、养老产业、创新药等。 截至9月30日，中关村股东户数6.80万，较上期减少3.64%；人均流通股11038股，较上期增加3.78%。 2025年1月-9月，中关村实现营业收入18.82亿元，同比减少2.46 ...

Core Viewpoint - The innovative drug sector in China is experiencing significant growth, with a record number of approved innovative drugs and substantial increases in licensing transactions, indicating a strong market potential and investment opportunities in the pharmaceutical industry [1] Industry Summary - As of 2025, China has approved 76 innovative drugs, surpassing the 48 approved in 2024, marking a historical high [1] - The total value of licensing transactions for innovative drugs in China is expected to exceed $130 billion, with over 150 transactions, also a historical high [1] - The pharmaceutical research outsourcing sector is benefiting from a recovery in industry demand, with companies like WuXi AppTec and Hao Yuan Medical showing excellent growth [1] Company Summary - Companies in the innovative drug sector, such as Lepu Medical, Frontier Biotechnologies, and BeiGene, have seen significant stock price increases, with Lepu Medical hitting a 20% limit up and others like Frontier Biotechnologies rising over 13% [1] - The innovative drug industry's core driving factor is the breakthrough in global competitiveness of Chinese pharmaceutical companies, which are gaining recognition for their research capabilities [1] - The demand for CXO and research services within the innovative drug supply chain is expected to continue benefiting from favorable market conditions, leading to sustained performance exceeding expectations [1]