多图速览>> 本周（7月28日到8月1日）的五个交易日中，A股三大指数均回调，沪指累计下跌0.94%，深证成指累计跌1.58%，创业板指累计跌0.74%。从板块、概念看， 医药股本周表现强势，AI应用、电子、光伏、固态电池活跃。 | 指数 | 周五涨跌幅 | | 周五收盘点数 周五成交额 (亿元) | 近一周 | | --- | --- | --- | --- | --- | | 上证指数 | -0.37% | 3560 | 6846 | -0 | | 深证成指 | -0.17% | 10991 | 9137 | -1 | | 北班50 | -0.23% | 1420 | 217 | -2 | | 科创50 | -1.06% | 1037 | 330 | -1 | | 创业板指 | -0.24% | 2323 | 4653 | -0 | | 下班50 | -0.79% | 2754 | 941 | -1 | | 沪深300 | -0.51% | 4055 | 3597 | -1 | ►牛熊股：这只创新药概念股领涨，50股跌超10% 消息面上，南新制药30日发布公告称，公司近期正在筹划购买某一国内药品技术等资产 ...

Market Overview - The Hong Kong stock market experienced a significant downturn, with the Hang Seng Index falling by 1.07% to close at 24,507.81, marking its fourth consecutive decline [1][2] - The Hang Seng Tech Index dropped by 1.02%, recording a seven-day losing streak, while the Hang Seng China Enterprises Index decreased by 0.88% [1][2] Sector Performance - Large technology stocks showed mixed results, with major financial stocks (banks, insurance, brokerage) and state-owned enterprises generally underperforming [2] - The biotechnology sector faced widespread declines, particularly in innovative drug concepts, while oil stocks also fell [2] - Conversely, paper stocks performed well, driven by rising price expectations amid anti-involution policies, and logistics stocks were notably active throughout the day [2][8] Notable Stock Movements - Key technology stocks such as Kuaishou, Bilibili, Tencent, and NetEase saw declines of over 2%, with Kuaishou dropping more than 3% [4][5] - In the cryptocurrency sector, stocks like Yao Cai Securities and Yunfeng Financial plummeted by over 19% and 16%, respectively, following the implementation of the Hong Kong Stablecoin Regulation [5][6] - The biotechnology and innovative drug sectors saw significant drops, with companies like WuXi AppTec and Junshi Biosciences declining over 3% due to concerns over drug pricing regulations in the U.S. [6][7] Emerging Trends - The logistics sector showed strong performance, with companies like Yueyun Transportation and ZTO Express rising by over 8% and 7%, respectively, as expectations for price increases in the express delivery industry grew [8] - Paper stocks also gained traction, with companies like Nine Dragons Paper and Comprehensive Environmental Group seeing increases of over 3% and 6%, respectively, following the signing of a major project [9] Capital Flows - Southbound capital saw a net inflow of HKD 12.207 billion, with significant contributions from both Shanghai and Shenzhen stock connect [11] Future Outlook - Analysts predict that the Hong Kong stock market may have a growth potential of 10% to 15% over the next 12 months, despite current market corrections [13] - The upcoming mid-year earnings reports are expected to show a significant increase in revenue growth compared to the previous year, although profit growth may moderate [13] - Certain sectors, such as new consumption, technology, and pharmaceuticals, are expected to see improved earnings forecasts, suggesting potential investment opportunities [13]

Market Overview - The market experienced a slight decline in the early session, with the three major indices showing minor drops: Shanghai Composite Index down 0.19%, Shenzhen Component Index down 0.15%, and ChiNext Index down 0.16% [1] - Despite the overall decline, over 2900 stocks in the market saw an increase [1] Sector Performance - The photovoltaic sector rebounded collectively, with Jiejia Weichuang hitting the daily limit [2] - The innovative drug sector continued to strengthen, with Weikang Pharmaceutical also reaching the daily limit [2] - The express logistics sector became active again, with Shentong Express hitting the daily limit [2] Trading Volume and Notable Stocks - The half-day trading volume for the Shanghai and Shenzhen markets was 994.9 billion yuan, a decrease of 147.9 billion yuan compared to the previous trading day [3] - Notable stocks by trading volume included Northern Rare Earth with over 6.5 billion yuan, followed by Xinyi Sheng, Zhongji Xuchuang, and WuXi AppTec with high trading volumes [3]

Market Overview - On August 1, the market experienced a slight decline after an early surge, with the three major indices showing minor decreases [1] - The total trading volume in the Shanghai and Shenzhen markets was 994.9 billion, a decrease of 147.9 billion compared to the previous trading day [1] - By the end of the trading session, the Shanghai Composite Index fell by 0.19%, the Shenzhen Component Index by 0.15%, and the ChiNext Index by 0.16% [1] Sector Performance - The market saw a mixed performance with over 2900 stocks rising, while certain sectors faced declines [1] - The photovoltaic, express logistics, innovative pharmaceuticals, and paper-making sectors showed the highest gains [1] - Conversely, the shipbuilding sector, civil explosives, cross-border payments, and CPO sectors experienced the most significant declines [1] Notable Stocks - The photovoltaic sector rebounded collectively, with Jiejia Weichuang hitting the daily limit [1] - The innovative pharmaceutical sector continued to strengthen, with Weikang Pharmaceutical also reaching the daily limit [1] - The express logistics sector became active again, with Shentong Express hitting the daily limit [1] - In contrast, the sports sector faced adjustments, with Gongchuang Turf hitting the daily limit downwards [1] Trading Statistics - The limit-up performance rate was recorded at 67.00%, with 35 stocks hitting the limit and 17 stocks touching it [4] - The opening rate was 63%, and the profit rate stood at 56% [4]

Market Overview - The market experienced a slight decline in the morning session, with the Shanghai Composite Index down by 0.19%, the Shenzhen Component down by 0.15%, and the ChiNext Index down by 0.16% [1][2] - The total trading volume in the Shanghai and Shenzhen markets was 994.9 billion, a decrease of 147.9 billion compared to the previous trading day [1] Sector Performance - The photovoltaic sector saw a collective rebound, with Jiejia Weichuang hitting the daily limit [1] - The innovative drug sector continued to strengthen, with Weikang Pharmaceutical also reaching the daily limit [1] - The express logistics sector became active again, with Shentong Express hitting the daily limit [1] - Conversely, the sports sector faced adjustments, with Gongchuang Turf hitting the daily limit down [1] Stock Performance - Over 2,900 stocks in the market experienced gains, indicating a mixed performance among individual stocks [1] - The sectors with the highest gains included photovoltaic, express logistics, innovative drugs, and paper manufacturing, while sectors such as China Shipbuilding, civil explosives, cross-border payments, and CPO saw declines [1]

据央视新闻7月31日消息，为鼓励药品研发创新，国家医保局制定了新上市药品首发价格机制。国家医 保局医药价格和招标采购司司长王小宁表示，国家医保局支持高水平的创新药，在上市初期取得和高投 入高风险相符的收益回报，实际上就是比较满意的一个价格水平。而且对于高水平的创新药，设置一定 价格稳定期。第二方面，从挂网流程方面给予积极支持，包括采取一省受理各地通行这种联审通办的模 式，来助力新药快速推向临床。 国元证券指出，伴随着我国创新药产业整体持续快速发展，相关的上游产业链包括科研试剂和CXO等 行业也迎来逐步回暖，预计2025年中报开始，业绩有望逐步向好，建议关注。 湘财证券指出，2025年国内创新药产业有望迎来拐点，产业运行趋势由资本驱动转向盈利驱动，板块有 望迎来业绩与估值双重修复投资机会。创新产品陆续商业化，头部创新药企业开启盈利周期。全球突破 性临床数据陆续读出，带动海外授权市场持续活跃，研发成果加速兑现。药品价格形成机制及进一步支 持创新药政策有望落地新举措。从中期维度来看，行业需求端确定性优势显著，供给端产业及市场竞争 格局持续改善，整体供需格局不断优化，创新成核心驱动力，看好产业步入拐点投资机会。 维康 ...

Market Overview - The Hang Seng Index showed a slight decline, with notable gains in NIO, Baidu Group, and Alibaba, which rose over 2% [1][3] - The overall market saw significant movements in various sectors, particularly in innovative drug stocks, which experienced a surge [2][4] Sector Performance - The innovative drug sector saw substantial increases, with companies like Shuyou Shen and Guanhou Bio leading the gains [4][5] - The silicon energy sector also experienced a notable rise, with companies such as Shuangliang Energy and Daqo New Energy seeing significant stock price increases [6][9] Specific Company Movements - NIO's stock price increased by 8.76%, reaching a market capitalization of 845 billion [3] - Baidu Group's stock rose by 2.42%, with a market cap of 2,383 billion [3] - Alibaba's stock increased by 2.07%, bringing its market cap to 22,532 billion [3] - Shuyou Shen's stock price rose by 8.29%, with a total market value of 2,697 million [4] - Daqo New Energy's stock price increased by over 8% [9] Policy Impact - The National Medical Insurance Administration has established a new pricing mechanism for newly launched drugs, aimed at encouraging pharmaceutical innovation [5]

Market Overview - The A-share market showed mixed results on August 1, with the Shanghai Composite Index down 0.02%, while the Shenzhen Component Index rose by 0.45% and the ChiNext Index increased by 0.59% [2] - The innovation drug concept stocks experienced significant gains, with the pharmaceutical, biotechnology, and healthcare sectors showing upward trends [4][8] Sector Performance - The innovation drug sector saw strong performance, with notable stocks such as Shuyou Shen, Guan Hao Biology, and Kexing Pharmaceutical leading the gains [8] - The silicon energy sector also saw a surge, with stocks like Shuangliang Energy hitting the daily limit, and Aotewei and Daqian Energy rising over 10% and 8% respectively [11][13] Notable Stock Movements - Shuyou Shen's stock price increased by 8.29% to 56.30, with a market capitalization of 26.9 billion [9] - Guan Hao Biology rose by 7.41% to 18.69, with a market capitalization of 50.1 billion [9] - Kexing Pharmaceutical saw a 6.82% increase, reaching 56.88, with a market capitalization of 114 billion [9] - In the silicon energy sector, Shuangliang Energy's stock price rose by 10.05% to 6.13, with a market capitalization of 11.5 billion [14] Policy Impact - The National Healthcare Security Administration has established a "new drug pricing mechanism" to encourage pharmaceutical innovation, marking a significant policy development in the sector [10]

Core Viewpoint - The A-share market experienced a collective decline across the three major indices, indicating a bearish sentiment among investors [1] Market Performance - The Shanghai Composite Index closed at 3573.21 points, down 1.18%, with a trading volume of 845.893 billion [1] - The Shenzhen Component Index closed at 11009.77 points, down 1.73%, with a trading volume of 1,090.142 billion [1] - The ChiNext Index closed at 2328.31 points, down 1.66%, with a trading volume of 541.201 billion [1] Sector Performance - Major sectors such as coal, steel, chemical fiber, oil, non-ferrous metals, real estate, brokerage, insurance, electricity, and liquor all saw declines [1] - Conversely, the AI industry chain stocks showed resilience, with liquid cooling servers and computing power concepts performing strongly [1] - The assisted reproduction concept also saw gains, along with active performance in brain engineering and innovative drug concepts [1]

（原标题：突然大爆发，601606股价创新高！这一领域迎利好，主力资金抢筹股出炉） 我国脑机接口正处于由基础研究向临床应用转化的重要阶段。 7月31日，市场全天震荡调整，三大股指午后均跌超1%。算力概念股活跃，英维克、川润股份等多股涨 停。创新药概念延续强势，钢铁、煤炭等周期股集体调整，油气、有色金属等板块跌幅居前。 军工股尾盘爆发，长城军工(601606)涨停再创新高，北方长龙涨17.22%，捷强装备、内蒙一机等个股尾 盘快速上涨。 国家医保局支持脑机接口等新技术进入临床并收费 据央视新闻报道，为支持药品和医疗器械创新发展，国家医保局制定新上市药品首发价格机制，新增了 100多项与医疗新技术相关的价格项目。国家医保局从立项、定价等方面入手，畅通新技术的收费通 道，助力满足临床急需的新技术新产品加快收益回报。 | | | 主力资金净流入额居前的脑机接口概念股一览 | | | | --- | --- | --- | --- | --- | | 代码 | 简称 | 总市值 (亿元) | 年内涨跌幅 (%) | 7月31日丰力 净流入额 | | 300418 | 昆仑万维 | 450.67 | -6.70 | (亿 ...