创新药出海BD交易

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003041,4分钟直线涨停!A股这一赛道迎利好,全线爆发
Zheng Quan Shi Bao· 2025-10-15 05:08
盘面上,电子商务、日用化工、医药生物、休闲食品等板块涨幅居前,地面兵装、稀有金属、风电设备、多元金融等板块 跌幅居前。 "双十一"全面开启 电子商务概念股早间强势上攻,板块指数一度放量涨近3%,若羽臣、壹网壹创、丽人丽妆、青木科技等盘中均一度直线拉 升。 小红书概念、抖音概念、网红概念、跨境电商等相关板块纷纷跟涨,真爱美家(003041)开盘仅约4分钟就直线涨停,久其 软件、香山股份、远大控股等亦强势封板。 | 真爱美家(003041) 2025年10月15日 星期三 PageUp/Down:前后日 空格链:操作 | | | | | | --- | --- | --- | --- | --- | | 具爱美家 分时(静态) | | 11:06 | 24.95 | | | 24.95 | 10.01% | 11:06 | 24.95 | | | 24.63 | 8.58% | 11:06 | 24.95 | | | 24.30 | 7.15% | 11:08 | 24.95 | | | 23.98 | 5.72% | 11:09 | 24.95 | | | 23.65 | 4.29% | 11:12 | 24. ...
港股医药板块企稳回升,港股创新药精选ETF(520690)涨超2.6%,恒生医疗ETF(513060)涨超2.3%,创新药再迎重磅出海BD交易
Xin Lang Cai Jing· 2025-09-05 05:36
Market Performance - The Hang Seng Healthcare Index increased by 2.69% as of September 5, 2025, with notable gains from stocks such as Eucan Vision Bio-B (+13.93%), 3SBio (+11.67%), and CanSino-B (+10.58%) [3] - The Hang Seng Healthcare ETF (513060) rose by 2.36%, closing at 0.74 CNY, and has seen a 5.57% increase over the past week [3] - The Hang Seng Innovation Drug Selection Index surged by 3.33%, with 3SBio and CanSino-B also showing significant increases [5] - The Innovation Drug Selection ETF (520690) increased by 2.61%, reaching 1.06 CNY, and has recorded a 6.60% rise over the past week [5] Liquidity and Trading Activity - The Hang Seng Healthcare ETF had a turnover rate of 25.37% with a trading volume of 1.917 billion CNY, indicating active market participation [3] - The average daily trading volume for the Hang Seng Healthcare ETF over the past week was 3.088 billion CNY, ranking it first among comparable funds [3] - The Innovation Drug Selection ETF had a turnover rate of 34.1% with a trading volume of 124 million CNY, also reflecting active trading [5] - The average daily trading volume for the Innovation Drug Selection ETF over the past week was 237 million CNY [5] New Drug Developments - A new pediatric influenza treatment, the Mavirovir granules, developed by Xiansheng Pharmaceutical and Antikang Bio, has had its market application accepted, targeting children aged 2-11 [6] - The HRS-4729 injection by Heng Rui Pharmaceutical has received clinical trial approval, aiming to be a first-in-class triple receptor agonist for weight loss and liver fat reduction [6][7] Institutional Insights - The introduction of the first domestic pediatric influenza drug is expected to address the seasonal demand for pediatric medications, potentially boosting sentiment in the anti-infection and pediatric channels [7] - The clinical approval of Heng Rui's triple receptor agonist is anticipated to enhance the long-term outlook for local companies in the GLP-1 expansion mechanism, increasing interest in related CRO/CDMO and metabolic pipeline companies [7][8] ETF Overview - The Hang Seng Healthcare ETF has a current size of 7.463 billion CNY, ranking it among the top third of comparable funds [10] - The ETF closely tracks the Hang Seng Healthcare Index, which reflects the performance of healthcare-related securities listed in Hong Kong [10] - The top ten weighted stocks in the Hang Seng Healthcare Index account for 62.87% of the index, including companies like BeiGene and Innovent Biologics [10] - The Innovation Drug Selection Index also has a significant concentration, with its top ten stocks representing 78.87% of the index [10]