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前三季度机构密集调研4561家A股公司 汽车零部件等赛道更吸睛
Zheng Quan Ri Bao· 2025-10-08 16:08
上述机构调研的4561家公司中,包括深圳迈瑞生物医疗电子股份有限公司、浙江水晶光电科技股份有限 公司、中控技术股份有限公司等在内的650家公司获得了100家及以上机构的集中调研。其中,中控技术 股份有限公司以1348家机构的调研数量位居第一。 值得一提的是,今年前三季度,被100家及以上机构集中调研的650家公司二级市场表现普遍亮眼,共有 569家公司股价期间累计上涨,占比高达87.54%。其中,120家公司股价期间累计涨幅超过100%,胜宏 科技(惠州)股份有限公司(以下简称"胜宏科技")、广东思泉新材料股份有限公司、成都新易盛通信 技术股份有限公司二级市场表现尤为突出,期间累计涨幅分别为581.06%、394.08%、344.84%。 数据显示,今年前三季度,A股共有4561家上市公司获得券商、险资等机构调研。 通用设备方面,"随着传统制造业的自动化、智能化升级,以及储能、光伏等新兴产业的快速发展,这 种横跨存量升级与增量扩张的需求格局,为通用设备企业业绩增长提供了可预期的支撑。"王雨婷补充 说。 (文章来源:证券日报) 据记者梳理,技术突破叠加产品放量是推动公司股价上涨的重要因素。以胜宏科技为例,一方面 ...
海通国际:信达生物(01801)5个产品管线进入全球多中心3期临床 玛氏度肽有望快速推广放量
智通财经网· 2025-07-03 02:28
Core Viewpoint - The management of Innovent Biologics (信达生物) aims to become a leading global biopharmaceutical company by 2030, with significant advancements in product pipelines and international market presence [1] Group 1: Product Development and Clinical Trials - IBI363, a PD-1/IL-2α-bias dual antibody, is expected to show promising results in clinical trials, with Phase I focusing on understanding mechanisms of action and Phase II targeting representative tumors for proof of concept [2] - The management anticipates that Phase III trials will advance for indications with high certainty, with first-line indications for colorectal, gastric, and lung cancers expected to yield proof of concept data by 2026 [2] - Adverse reactions for IBI363 are manageable, with a reported rate of 43.9% for grade 3 or higher adverse reactions in the 3mg/kg Q3W group, but improvements are expected as clinical experience accumulates [3] Group 2: Product Launch and Market Strategy - The recently approved Marsduo peptide is expected to see rapid market penetration, targeting adults with a BMI of 28 or higher for long-term weight control [4] - The company plans to implement a multi-channel marketing strategy for Marsduo, including hospital-based, outpatient, retail, and e-commerce channels, with projected sales of 600 million yuan in 2025 and 1.8 billion yuan in 2026 [4] Group 3: Future Outlook - The domestic non-oncology business is projected to grow significantly, driven by the approval of Marsduo and other products, with expectations of reaching 20 billion yuan in revenue by 2027 [5] - The overseas business is also expected to see revenue growth from oncology products IBI363 and IBI343, with a focus on tumor indications initially and contributions from non-oncology later [5]