截至7月29日收盘，创新药概念上涨2.79%，位居概念板块涨幅第3，板块内，195股上涨，睿智医药20% 涨停，奥翔药业、亚太药业、九洲药业等涨停，三元基因、药石科技、南新制药等涨幅居前，分别上涨 20.76%、18.77%、17.01%。跌幅居前的有昂利康、*ST苏吴、多瑞医药等，分别下跌6.16%、5.04%、 4.66%。 今日涨跌幅居前的概念板块 | 概念 | 今日涨跌幅（%） | 概念 | 今日涨跌幅（%） | | --- | --- | --- | --- | | CRO概念 | 4.00 | 猪肉 | -1.35 | | 重组蛋白 | 2.90 | 养鸡 | -1.12 | | 创新药 | 2.79 | 草甘膦 | -1.10 | | 减肥药 | 2.76 | 粮食概念 | -1.00 | | F5G概念 | 2.43 | 芬太尼 | -0.88 | | 细胞免疫治疗 | 2.42 | PEEK材料 | -0.85 | | 仿制药一致性评价 | 2.30 | 预制菜 | -0.85 | | 共封装光学(CPO) | 2.23 | 生态农业 | -0.78 | | 特钢概念 | 2.08 | C2 ...

除葛兰外，其他基金经理也对创新药青睐有加。兴证全球基金谢治宇管理的兴全合宜，二季度有 信达生物 、 诺 诚健华 、诺诚健华- U 3只创新药个股进入前十大持仓。谢治宇认为，创新药、智驾汽车、新消费等更具现实业绩 支撑的产业性机会，更适合以机构为主的价值投资者参与。 一些原本不关注医药领域的基金经理也纷纷入场。睿远基金傅鹏博在二季度增加了医药板块配置，涉及创新药等 子行业；永赢基金高楠管理的永赢睿信，在将 康方生物 、百济神州- U买进重仓股后，还在继续加码创新药。 基金二季报显示，创新药板块正成为投资老将们的"心头好"。在政策支持、技术进步、全球合作深化等多重因素 推动下，创新药行业前景广阔，未来有望为投资者带来更多惊喜，市场也将持续关注基金经理们在创新药领域的 后续布局。 以中欧基金葛兰为例，其管理的中欧医疗健康混合A二季度前十大重仓股变动显著， 迈瑞医疗 、 爱尔眼科 等退 出， 百利天恒 、 信立泰 、 百济神州 、 新诺威 4只创新药个股新进。 展望三季度，在创新药领域，中欧基金葛兰在二季报中表示，看好全球合作深化与重要临床数据披露预期。当 前，国内企业在ADC、双抗、多肽等领域的竞争力逐步获得全球认 ...

Core Viewpoint - AstraZeneca has reported strong second-quarter earnings, driven by its innovative cancer drugs, exceeding Wall Street expectations and indicating a positive outlook for the global innovative drug sector [1][2]. Financial Performance - AstraZeneca's total revenue for Q2 increased by 12% year-on-year to $14.5 billion, surpassing Wall Street forecasts [1]. - Adjusted earnings per share for Q2 rose by 10% to $2.17, also exceeding analyst expectations [1]. - For the first half of the year, total revenue grew by 9% to $28 billion, with adjusted earnings per share increasing by 16% to $4.66, both above market expectations [1]. Product Performance - The strong demand for cancer drugs Tagrisso and Imfinzi significantly contributed to AstraZeneca's revenue, with the oncology portfolio generating $6.3 billion in Q2, far exceeding analyst predictions [2][3]. - Tagrisso generated $1.8 billion in revenue for Q2, a 13% year-on-year increase, while Imfinzi brought in $1.5 billion, with a 30% growth [3][5]. Market Strategy - Under CEO Pascal Soriot, AstraZeneca is focusing on oncology and expanding its presence in the U.S. market, committing to invest $50 billion in production and R&D by 2030 [3]. - The company is also developing treatments for cardiovascular diseases and obesity, aiming to create next-generation weight loss drugs [3]. Future Prospects - The upcoming late-stage clinical trial results for the potential blockbuster drug Datroway are expected to be a key catalyst for AstraZeneca's stock performance, although results have been delayed until next year [2][6]. - Datroway is positioned as a new frontline treatment for patients with EGFR-resistant and immune-resistant lung cancer, with a clear commercialization path in non-small cell lung cancer [6].

【导读】苹果首次在华关停直营店 中国基金报记者泰勒 大家好，简单关注下今天市场发生了什么。 苹果首次关闭中国零售店 7月29日，苹果公司将首次关闭其在中国的一家零售店，这标志着这家 iPhone制造商在这一力求重振销量的市场中出现一次显著的收缩。 苹果表示，将于8月9日关闭位于大连市中山区百年城购物中心的零售店，理由是该购物中心的环境发生变化。苹果在大中华区约有56家零售店，占其全球 530多家门店总数的逾10%。 苹果在声明中表示："我们始终致力于为所有顾客提供卓越的体验，无论是在网上，还是在大中华区50多家苹果零售店中。鉴于百年城购物中心多家零售 商相继撤离，我们决定关闭在那里经营的门店。" 此次关闭的门店是苹果在大连市的两家门店之一。另一家位于奥林匹克66购物中心的门店将继续营业。苹果表示，被关闭门店的员工将有机会调往其他地 点工作。这两家门店相距约10分钟路程。 总体而言，苹果正寻求在中国市场实现反弹。今年第二财季（截至3月29 日）苹果在中国的销售额下降2.3%至160亿美元，低于分析师预期的168 亿美 元。 另据报道，苹果将于8月16日在深圳前海万象汇开设新店，并计划在未来一年于北京和上海开设更 ...

Group 1 - Apple is set to close its first retail store in China, located in Dalian, due to changes in the shopping center environment, marking a significant contraction in its efforts to boost sales in this market [3][4] - The closure will take effect on August 9, and Apple has approximately 56 retail stores in Greater China, accounting for over 10% of its global total of more than 530 stores [3] - Despite the closure, Apple plans to open a new store in Shenzhen on August 16 and aims to establish more locations in Beijing and Shanghai over the next year [3][4] Group 2 - In the second fiscal quarter ending March 29, Apple's sales in China decreased by 2.3% to $16 billion, falling short of analysts' expectations of $16.8 billion [3] - The company is also becoming more cautious regarding lease renewals, as evidenced by the simultaneous announcement of store closures in the UK and other locations [5] - Overall, Apple's retail expansion has slowed since the pandemic, with a greater focus on online store openings in new markets like India and Saudi Arabia, as well as upgrading or relocating existing stores [4]

Group 1 - The core viewpoint of the article highlights the strong performance of innovative drugs and CXO concepts, with only one stock achieving three consecutive limit-ups, while the overall market shows a significant number of declines [1] - A total of 43 stocks hit the daily limit, with 9 stocks showing consecutive limit-ups, and a limit-up advancement rate of 20% excluding ST and delisted stocks [1] - The article notes that apart from Xizang Tourism, which achieved a limit-up, all other consecutive limit-up stocks experienced a breakdown, indicating a severe gap in consecutive limit-up stocks [1] Group 2 - The article provides specific data on stocks with consecutive limit-ups, including Xizang Tourism with a 100% advancement rate, and other stocks like Shanhua Intelligent and Nanfang Road Machinery showing lower advancement rates [2] - It mentions that the super hydropower concept continues to show strong speculative behavior, with stocks like Tuoshan Heavy Industry experiencing significant volatility [1] - The innovative drug sector is highlighted with companies like Yatai Pharmaceutical and Chenxin Pharmaceutical showing strong consecutive limit-up performances, alongside news of WuXi AppTec's better-than-expected half-year results and an upward revision of its annual revenue guidance [1]

| 代码 | 名称 | 涨幅+ | 现价 | | --- | --- | --- | --- | | 837344 | 三元基因 | +20.76% | 34.84 | | 300149 | 雪智医药 | +20.02% | 13.61 | | 300725 | 药石科技 | +18.77% | 53.10 | | 688189 | 图新制药 | +17.01% | 11.90 | | 688513 | 苑东生物 | +15.45% | 65.92 | | 300683 | 海特生物 | +15.28% | 50.61 | | 688321 | 微芯生物 | +12.85% | 38.37 | | 430047 | 诺思兰德 | +11.14% | 25.25 | | 603229 | 奥翔药业 | +10.02% | 10.54 | | 002370 | 亚太药业 | +10.02% | 6.81 | | 603367 | 辰欣药业 | +10.01% | 25.93 | | 603456 | 九洲药业 | +10.01% | 19.68 | | 601089 | 福元医药 | 49.99% | 22.90 ...

Core Viewpoint - The Hong Kong innovative drug sector is experiencing significant growth, with the largest innovative drug ETF (513120) achieving a remarkable performance, reflecting strong investor interest and favorable market conditions [1][2]. Group 1: Market Performance - On July 29, the A-share market saw a rebound, with the innovative drug sector standing out, as multiple related ETFs recorded substantial gains [1]. - The Hong Kong innovative drug ETF (513120) had a trading volume exceeding 11.6 billion yuan, closing up 4.42%, marking its fourth consecutive day of gains [1]. - As of July 29, the ETF has increased over 105% year-to-date, with its latest scale surpassing 15.1 billion yuan, making it the largest "doubling fund" among 1,234 ETFs this year [1]. Group 2: Industry Outlook - The investment value of the Hong Kong innovative drug sector remains noteworthy, especially with the upcoming policy measures from the National Healthcare Security Administration and the National Health Commission aimed at supporting high-quality development of innovative drugs [2]. - The global competitiveness of Chinese innovative drug companies is on the rise, with cross-border License-out transactions expected to exceed 60% by 2024, up from a low in 2017 [2]. - A recent collaboration between Hengrui Medicine and GSK, potentially worth 12 billion dollars, underscores the international recognition of domestic innovative drugs [2]. - By the end of 2024, China is projected to become the leading country in innovative drug research and development, with original innovations gradually emerging [2]. - The innovative drug sector is entering a phase of systematic valuation restructuring, driven by clinical data and strengthened business development expectations [2]. - The Hong Kong innovative drug ETF (513120) and its associated funds are positioned as effective tools for investors to capitalize on industry growth, benefiting from significant scale and liquidity advantages [2].

7月29日，A股三大指数继续上涨，深成指、创业板指创去年11月以来新高。 截至收盘，沪指涨0.33%报3609点，深证成指涨0.64%，创业板指涨1.86%报2406点。 全天成交1.83万亿元，较前一交易日增量632亿元，全市场超3000股下跌。 | 名称 | | 最新价 | 涨跌额 | 涨跌幅 | | --- | --- | --- | --- | --- | | 上证指数 | Shorton | 3609.71 | +11.77 | +0.33% | | 000001 | | | | | | 创业板指 | | 2406.59 | +44.00 | +1.86% | | 399006 | | | | | | 深证成指 | | 11289.41 | +71.82 | +0.64% | | 1000001 | | | | | 盘面上，CRO、创新药板块爆发，CPO、钢铁板块活跃；化学制药、F5G概念、雅下水电及半导体等板块涨幅居前。另外，保险板块走低，猪 肉、鸡肉概念走弱，银行、PEEK材料及石油等板块跌幅居前。 具体来看： CRO概念、创新药领涨大市，睿智医药、奥翔药业、亚太药业、九州药业等多股涨停。消息面 ...

Group 1 - A total of 43 stocks hit the daily limit up, with 9 stocks achieving consecutive limit ups, and 22 stocks failed to close at the limit, resulting in a limit-up rate of 66% (excluding ST and delisted stocks) [1] - Focus stocks include Tibet Tourism, which achieved a limit up for 7 consecutive days; the innovative drug concept remains strong with Apac Pharmaceutical hitting 5 limit ups in 10 days and Chenxin Pharmaceutical achieving 4 limit ups in 7 days [1] - The super hydropower concept rebounded in the afternoon, with Southern Road Machinery, Shanhe Intelligent, Tibet Tianlu, and Xining Special Steel all achieving 6 limit ups in 7 days, while Deep Water Regulation Institute reached 5 limit ups in 7 days with a 20% limit up [1]