2025.08.18 创业板指数盘中突破2600点整数关口，并突破2576.22点（2024年10月高点），刷新2023年2月以来新 高。 本文字数：963，阅读时长大约2分钟 作者 |一财资讯 8月18日，A股三大指数盘中齐创多年新高。 其中，沪指盘中突破2021年2月曾触及的3731.69点的高点，刷新近十年来新高； 深证成指盘中突破11864.11点（2024年10月高点），创出最近两年新高； A股市值总和突破100万亿元，创历史新高，这也是A股历史上首次突破100万亿元大关。 截至收盘，沪指涨0.85%，深成指涨1.73%，创业板指涨2.84%。 | 全A | 涨 4034 | 平 165 | 跌 1220 | A股时 | | --- | --- | --- | --- | --- | | 序号 代码 | 名称 | 现价 | 涨跌 | 涨跌幅 | | 1 | 000001 上证指数 | 3728.03 c | 31.26 0.85% | | | 2 | 399001 深证成指 | 11835.57c | 200.90 1.73% | | | 3 | 899050 北证50 | 1576.63 c | ...

Core Viewpoint - Haiprime is a leading multinational pharmaceutical company with a focus on heparin, biopharmaceuticals, and innovative drugs, benefiting from the depreciation of the RMB and its strong overseas revenue [2][3]. Company Overview - Established in 1998 in Shenzhen, Haiprime operates with A+H dual financing platforms and is dedicated to providing high-quality and effective medications globally [2]. - The company’s main business segments include heparin products (20.25%), CDMO services (19.58%), and formulations (56.55%) [7]. Financial Performance - For the period from January to March 2025, Haiprime reported a revenue of 1.394 billion yuan, representing a year-on-year growth of 1.53%, and a net profit attributable to shareholders of 157 million yuan, up by 1.00% [7]. - As of March 31, 2025, the company had a total market capitalization of 19.486 billion yuan [1]. Shareholder Information - As of March 31, 2025, Haiprime had 28,400 shareholders, an increase of 6.00% from the previous period [7]. - The company has distributed a total of 4.21 billion yuan in dividends since its A-share listing, with 514 million yuan distributed over the last three years [8]. Market Dynamics - Haiprime's overseas revenue accounted for 93.04% of its total revenue, benefiting from the depreciation of the RMB [3]. - The company is positioned within the pharmaceutical and biotechnology sectors, focusing on vaccines, innovative drugs, and raw materials [7]. Technical Analysis - The average trading cost of Haiprime's shares is 11.40 yuan, with the current stock price near a support level of 12.91 yuan [6].

Core Viewpoint - Nanjing Pharmaceutical's stock reached a closing price of 16.18 yuan on August 18, with a significant increase attributed to multiple factors including ongoing share repurchase plans and positive shareholder votes [1] Group 1: Company Developments - The company is actively pursuing a share repurchase plan aimed at employee incentives and strengthening long-term development expectations, alongside planning to acquire pharmaceutical technology assets to create business synergies [1] - A high approval rate of 98.15% for resolutions at the shareholder meeting indicates strong shareholder confidence in the company's governance and strategy, including the decision to deregister non-core subsidiaries to optimize asset structure [1] Group 2: Market Performance - On August 18, the stock experienced a net inflow of 118 million yuan from major funds, accounting for 21.79% of the total trading volume, while retail investors saw a net outflow of 110 million yuan, representing 20.21% of the total [1] - Over the past five days, the stock has shown fluctuating performance, with a notable increase of 20.03% on August 18, following a series of mixed results in the preceding days [1] Group 3: Industry Context - The pharmaceutical industry is experiencing heightened activity, with Nanjing Pharmaceutical benefiting from increased medical demand and sectoral synergy effects, particularly in the antiviral and major disease treatment areas [1] - Related sectors such as Hunan state-owned enterprise reform, innovative drugs, and influenza concepts saw respective increases of 2.02%, 1.75%, and 1.6% on the same day [1]

A股三大指数盘中齐创多年新高。 8月18日，A股三大指数盘中齐创多年新高。 其中，沪指盘中突破2021年2月曾触及的3731.69点的高点，刷新近十年来新高； 深证成指盘中突破11864.11点（2024年10月高点），创出最近两年新高； 创业板指数盘中突破2600点整数关口，并突破2576.22点（2024年10月高点），刷新2023年2月以来新高。 截至收盘，沪指涨0.85%，深成指涨1.73%，创业板指涨2.84%。 | 全A | 涨 4034 平 165 | 跌 1220 A股成 | | --- | --- | --- | | 序号 代码 | 名称 | 现价 涨跌 涨跌幅 | | 1 | 000001 上证指数 | 3728.03 c 31.26 0.85% | | 2 | 399001 深证成指 | 11835.57c 200.90 1.73% | | ന | 899050 北班50 | 1576.63c 100.30 6.79% | | ব | 881001 万得全A | 5916.34c 81.42 1.40% | | 5 | 000688 科创50 | 1124.82c 23.53 2.14% ...

Core Viewpoint - Junshi Biosciences (01877) has seen a significant stock increase of over 18%, currently trading at 36.4 HKD with a transaction volume of 809 million HKD, following the acceptance of new drug applications by the National Medical Products Administration for its PD-1 monoclonal antibody and an ADC drug for specific cancer indications [1] Group 1 - Junshi Biosciences announced that the National Medical Products Administration has accepted its application for the PD-1 monoclonal antibody, Toripalimab, and the ADC drug, Vidisirtan, for new indications in treating locally advanced or metastatic urothelial carcinoma [1] - This marks the thirteenth indication application for Toripalimab submitted in mainland China [1] - Changjiang Securities views Junshi Biosciences as one of the earliest innovative biotech companies in China, with Toripalimab being the first PD-1 monoclonal antibody approved in the country [1] Group 2 - The current timing indicates that Junshi Biosciences is experiencing accelerated sales in its existing business, with innovative assets set to enter Phase III clinical trials [1] - Several significant assets are due for value reassessment, and the company has a well-established early research platform and asset reserve [1] - The fundamental turning point for the company is becoming evident [1]

Core Viewpoint - The company, Ando Amway A (000553.SZ), has confirmed that its innovative compound GilboaTM (flumetylsulforim) is classified as an innovative agricultural drug, featuring a new mechanism of action for grain fungicides [2] Group 1 - The innovative compound GilboaTM has been certified by the Fungicide Resistance Action Committee, indicating its novel mechanism for controlling grain diseases [2]

Core Viewpoint - Junshi Biosciences (01877) has seen a significant stock increase of over 18%, currently trading at 36.4 HKD with a transaction volume of 809 million HKD, following the acceptance of new drug applications by the National Medical Products Administration for its PD-1 monoclonal antibody, Toripalimab, and an ADC drug, Vidutolimab, for new indications in cancer treatment [1][1]. Group 1 - Junshi Biosciences announced that the National Medical Products Administration has accepted its application for Toripalimab and Vidutolimab for new indications in treating locally advanced or metastatic urothelial carcinoma patients [1][1]. - This marks the thirteenth indication application for Toripalimab submitted in mainland China [1][1]. - Changjiang Securities views Junshi Biosciences as one of the earliest innovative biotech companies in China, with Toripalimab being the first PD-1 monoclonal antibody approved in the country [1][1]. Group 2 - The current timing indicates that Junshi Biosciences is experiencing accelerated sales in its existing business, with innovative assets set to enter Phase III clinical trials soon [1][1]. - Several significant assets are in need of value reassessment, and the company has a well-established early research platform and asset reserve [1][1]. - The fundamental turning point for the company is becoming evident [1][1].

Group 1 - The market sentiment is bullish, with both Hong Kong and A-shares rising, and the Shanghai Composite Index reaching a 10-year high [1] - The Hang Seng Innovative Drug ETF (159316) increased by over 3.3% today, marking a 76.5% rise since its launch at the end of March this year, achieving a new net asset value high [1] - The Hang Seng Innovative Drug ETF is currently the only ETF tracking the Hang Seng Hong Kong Stock Connect Innovative Drug Index, focusing on high-purity and high-elasticity stocks, including leading innovative drug companies [1] Group 2 - Recent adjustments to the Hang Seng Hong Kong Stock Connect Innovative Drug Index have removed CXO companies, resulting in a 100% concentration of innovative drug components [1] - The Hang Seng Innovative Drug ETF (159316) has attracted significant capital, with a net inflow of 663 million yuan since the second half of this year, bringing its latest scale to 1.258 billion yuan, a 357% increase since its launch [1] - Tianfeng Securities indicates that with the upcoming concentrated release period for innovative drugs and continued government policy support, the development trend and industrial upgrade of the innovative drug sector are becoming clearer [1]

Financing Transactions - Xiaolu AI received 1 million RMB in angel round financing from Youzhiyuan, focusing on technology optimization and local service expansion in the AI + education sector [3] - Xinghua Chip secured 195 million RMB in strategic investment from Huitong Energy, aimed at accelerating technology iteration and alleviating "bottleneck" pressures in the domestic integrated circuit industry [3] - Ronghe Yuanchu received 30 million RMB in B round financing from CIMC Group and State Nuclear Investment, emphasizing its full-chain service in energy storage under the "dual carbon" goals [4] - Aerospace Yuxing completed 430 million RMB in C+ round financing, with investments from seven institutions, marking a shift in the commercial aerospace industry towards ground operation services [5][6] - ShiningSoul obtained 300 million RMB in A round financing from KKR and Hillhouse Capital, focusing on IP development and collaboration in the entertainment and media sector [7] - Lingdong General secured 300 million RMB in angel round financing, emphasizing its fully controllable technology from AI to robotics, aiming to address the disconnection between algorithms and hardware in the robotics industry [8] - Haihe Pharmaceuticals received 300 million RMB in strategic investment from Huayi Family, aimed at accelerating clinical development of innovative anti-tumor drugs [9] - Xinsong Semiconductor completed 269 million RMB in strategic investment, focusing on acoustic filters as key components for mobile and IoT devices, with growing demand driven by 5G and IoT [10] - Mesh. (formerly Front Finance) secured 195 million RMB in B round financing from PayPal and Coinbase Ventures, focusing on a one-stop financial management platform in the fintech sector [11] - Reprieve received 397 million RMB in B round financing from Arboretum Ventures, providing automated diuretic and fluid management solutions for acute decompensated heart failure [12]

Core Viewpoint - Jiangsu Zhonghui Yuantong Biotechnology Co., Ltd. (referred to as "Zhonghui Biotech") has achieved a significant milestone in its research and development by obtaining IND approval for its recombinant respiratory syncytial virus (RSV) vaccine from the National Medical Products Administration (NMPA) in China, which has also received clinical approval from the FDA in the United States, marking the first dual approval for the company [1][5]. Group 1: Company Developments - The RSV vaccine developed by Zhonghui Biotech and its subsidiary, Yihui Biotechnology (Shanghai) Co., Ltd., is designed to prevent lower respiratory tract infections caused by RSV [1][6]. - The vaccine utilizes innovative technology with fully independent intellectual property rights and employs a pre-F antigen sequence that exhibits high stability, allowing for long-term storage at 2-8°C without freeze-drying [7][8]. - The company has established a comprehensive commercial product and R&D pipeline, with its core product, a quadrivalent influenza virus subunit vaccine, already approved and used in over 30 provinces in China [8]. Group 2: Market Potential - The global RSV drug market, including treatment and prevention, is projected to grow from $1.8 billion in 2020 to $12.8 billion by 2030, with a compound annual growth rate (CAGR) of 21.4% [6]. - The high incidence of RSV infections globally is creating a significant market opportunity, especially as there are currently no approved RSV vaccines in the domestic market [6][7]. - The successful IND approval for Zhonghui Biotech's RSV vaccine positions the company to fill a gap in the domestic RSV prevention market, potentially leading to substantial growth and market returns [7][8].