今日（1.7），港药强势冲击2026年开年三连涨！创新药纯度100%的港股通创新药ETF(159570)放量大涨3%，成交额已超15亿元！资金面上，继昨日巨幅揽 金超4.3亿元后，今日盘中再度净流入超6200万元！截至1月6日，港股通创新药ETF(159570)最新规模超233亿元，同类持续领先！ 消息面上，美联储官员释放重磅政策信号。美联储理事米兰在最新的讲话中表示，预计后续经济数据趋势可能支持美联储进一步降息，美联储今年应降息超 过100个基点。有华尔街机构分析称，如果美国2025年12月失业率升至4.7%，美联储极有可能在本月继续降息25个基点。 公司新闻方面，脑机接口"独角兽"强脑科技完成20亿元融资，规模仅次于马斯克的Neuralink。此外，AI制药明星公司英矽智能上市后首单BD交易落地，1月 5日，英矽智能发布公告称，其与施维雅达成多年期抗肿瘤药物研发合作。根据公告，这笔合作总金额为8.88亿美元。英矽智能将有资格获得最高3200万美 元的首付款及近期研发里程碑付款。 新药方面，1月6日，百济神州宣布其自研的1类新药新型BCL2抑制剂百悦达®（索托克拉片）获得国家药监局附条件批准。此外，据药物临 ...

编辑丨王多鱼 排版丨水成文 基因与细胞治疗正处于疾病创新性治疗手段的最前沿，已成为肿瘤、代谢性疾病、遗传病等多类重大疾病 的重要突破口，有望显著提升临床疗效并改善患者生活质量。然而，传统细胞与基因治疗在实际临床应用 中仍面临诸多挑战，例如给药方式复杂、体内调控精度不足以及患者长期治疗依从性较低等问题。 这些瓶 颈在一定程度上制约了相关技术从实验室走向临床转化。 在此背景下， 如何实现对 " 活体药物 " 的个性化、精准化和可控化调节 ，成为医学界、产业界和学术界 共同关注的前沿难题 。 阿洛酮糖 是一种天然存在的稀有单糖，已被美国食品药品监督管理局 （ FDA ） 认定为"普遍认为安全 （ GRAS ） "的食品成分。其甜度约为蔗糖的 70% ，热量极低，血糖生成指数接近于零，并被认为具有辅助 调节血糖和脂质代谢的潜在益处，因此广泛应用于无糖食品和饮料中。 2025 年，我国国家卫生健康委员 会亦正式批准阿洛酮糖作为新食品原料，为其在健康与生物医学领域的应用奠定了政策基础。 PURE 系统 以来源于土壤农杆菌 （ Agrobacterium tumefaciens ） 的转录因子 PsiR 为核心调控元件。 ...

今日（1.5），港药超强势反攻，创新药纯度100%的港股通创新药ETF(159570)大涨超5.5%，盘中成交额已超16亿元，较上一交易日巨幅放量！截至12月29 日，港股通创新药ETF(159570)最新规模超214亿元，同类持续领先！ 消息面上，2026年首个港股交易日（1月2日），港股市场迎来"开门红"。恒生指数收涨2.76%，报26338.47点；恒生科技指数大涨4%，报5736.44点；恒生中 国企业指数涨2.86%，报9168.99点。 公司新闻方面，刚刚"摘得"2025年募集资金最高港股生物医药IPO的英矽智能在2026年又迎来"开门红"。1月5日，英矽智能宣布与施维雅（Servier）达成了 一项总金额达8.88亿美元的多年期研发合作。该合作将英矽智能人工智能（AI）驱动的药物研发平台Pharma.AI与施维雅在抗肿瘤药物研发领域的全球专业 优势相结合，聚焦抗肿瘤领域具有挑战性的靶点，识别并开发全新的治疗药物。英矽智能将有资格获得最高 3200 万美元的首付款及近期研发里程碑付款。 （来源：医药魔方） 港股通创新药ETF(159570)标的指数权重股多数飘红：科伦博泰生物-B涨超6%，百济神州 ...

| 序号 | 代码 | 名称 | 估算权重 ▼ | 涨跌幅 | 成交额 | | --- | --- | --- | --- | --- | --- | | 1 | 1093 | 石药集团 | 10.69% | -0.82% | 9.82亿 | | 2 | 6160 | 百济神州 | 10.22% | -0.65% | 5.59亿 | | 3 | 1801 | 信达生物 | 9.98% | -0.25% | 9.24Z | | 4 | 1177 | 中国生物制药 | 9.89% | -0.16% | 3.52亿 | | ਟ | 9926 | 康方生物 | 9.66% | -0.27% | 5.92 7 | | 6 | 1530 | 三生制药 | 7.23% | -0.72% | 6.90亿 | | 7 | 3692 | 翰森制药 | 7.11% | -0.22% | 2.15亿 | | 8 | 6990 | 科伦博泰生物-B | 3.62% | -1.63% | 1.69亿 | | g | 0867 | 康哲药业 | 2.59% | 0.38% | 5879.48万 | | 10 | 1548 | 金斯瑞生物科 ...

Core Insights - The 2025 China Biotechnology Innovation Conference opened in Chengdu High-tech Zone, gathering over 1,000 experts and representatives from more than 50 well-known pharmaceutical companies to discuss the future of the global health industry [1][3] Event Overview - The conference, hosted by the China Biotechnology Development Center and organized by the Chengdu High-tech Zone Management Committee, spans three days and includes an opening ceremony, 14 sessions of sub-forums, technology achievement roadshows, and closed-door meetings [3] - The event features a comprehensive presentation of the latest dynamics, core challenges, and development opportunities in global biotechnology innovation through various formats [3] Key Reports and Presentations - The "2024 China Biopharmaceutical Park Competitiveness Ranking" was unveiled during the opening ceremony, with Chengdu High-tech Zone maintaining a leading position [3][5] - Notable presentations included: - A report by Academician Cao Xuetao on the strategic planning for innovative drug development over the next decade and the new era of biopharmaceuticals [3] - A report by Academician Chen Kaixian analyzing the development trends and innovation strategies in the chemical drug sector [4] - A report by Academician Chen Shilin discussing technological breakthroughs in the full industry chain development of traditional Chinese medicine [4] Specialized Sessions - The conference includes 14 specialized sessions covering topics such as AI-enabled innovative drug development, gene and cell therapy, modernization of traditional Chinese medicine, advanced industrial biotechnology, and disruptive technologies [4] Industry Reports - Four authoritative reports were released, including the "2025 China Life Sciences and Biotechnology Development Report" and the "2025 China Clinical Research Development Report," providing critical insights for industry development [5] - The "2025 China Biopharmaceutical Park Development Status Analysis Report" highlighted the competitive advantages of cities in biotechnology, with Chengdu High-tech Zone ranking alongside other leading innovation districts [5] New Initiatives - The "Global New Drug Discovery Center" was officially launched, aiming to integrate resources from over 3,000 biopharmaceutical companies in the region to create a comprehensive service system for drug discovery [6] - Chengdu High-tech Zone is focused on building a robust biopharmaceutical innovation ecosystem, enhancing collaboration between government, industry, academia, and research institutions to drive technological breakthroughs [6]

Core Insights - The 10th Pharmaceutical Innovation and Investment Conference will be held on October 26-27 in Nanjing, focusing on global pharmaceutical R&D dynamics and fostering collaboration in the industry [1][8] - The conference will feature a diverse range of discussions, including AI in drug development, gene and cell therapy, and innovations in rare diseases and pediatric medicine [7][8] Event Structure - The opening ceremony will include speeches from key figures such as the Vice President of the China Pharmaceutical Innovation Promotion Association and leaders from the pharmaceutical industry [4][5] - The conference will consist of multiple phases, including keynote speeches and panel discussions on topics like technological innovation and investment trends [5][6] Networking and Collaboration - The conference aims to facilitate deep collaboration through a one-on-one business negotiation system, enhancing communication and partnership opportunities among participants [9] - A special on-site experience will allow attendees to engage with the core resources of the biopharmaceutical industry in the Yangtze River Delta, showcasing the entire innovation ecosystem from R&D to commercialization [10] Industry Impact - The conference has historically attracted leaders from government, academia, and investment sectors, providing insights and practical experiences that shape industry trends [8] - Over 60 participating companies have successfully gone public, highlighting the conference's role in driving investment and innovation in the pharmaceutical sector [10]

Core Insights - Nanjing Biomedicine Valley has introduced over 50 innovative products and technologies that are first in the world or country, highlighting its role as a key player in the biomedicine industry [1] - The region is focusing on precision medicine and niche areas such as brain science and gene therapy, aiming to establish a comprehensive innovation ecosystem [2][3] - Two new class 1 drugs have been approved this year, marking a significant achievement for the Nanjing Biomedicine Valley [3][4] Industry Overview - The global biomedicine industry is accelerating towards precision diagnosis and treatment, with Nanjing Biomedicine Valley positioning itself in niche markets [2] - The region has established a full industrial chain in gene and cell therapy, including gene testing, diagnostics, and CAR-T cell therapy [3] - The Nanjing Biomedicine Valley has attracted over 1,300 companies, with 7 companies successfully listed and 6 class 1 drugs approved [5] Innovation and Development - The Nanjing Biomedicine Valley is enhancing its innovation capabilities by collaborating with universities and establishing technology transfer centers [6] - A total of 84 billion yuan fund support plan has been launched to facilitate the transformation of scientific achievements from universities [6] - The region is focusing on building a robust innovation ecosystem that integrates innovation chains, industry chains, capital chains, and talent chains [7] Recent Achievements - The approval of two class 1 drugs, Enze Shou and Ji Ke Shu, represents a milestone for the biomedicine valley, with the former being the first targeted drug for platinum-resistant ovarian cancer in China [3][4] - The establishment of the Jiangsu Brain Intelligence Technology Innovation Center aims to make breakthroughs in brain science over the next five years [2] - The Nanjing Biomedicine Valley has successfully facilitated the listing of companies and the approval of innovative drugs, showcasing its supportive environment for biomedicine enterprises [5][6]

Core Viewpoint - The seventh Pharmaceutical Frontier Academic Forum emphasizes the importance of original drug development and the role of artificial intelligence in accelerating the drug research and development process [1] Group 1: Forum Highlights - The forum, held in Nanjing, focuses on cutting-edge areas such as gene and cell therapy, advanced formulations and delivery technologies, and AI in new drug development [1] - Experts discuss the collaborative development path from source innovation to clinical transformation [1] Group 2: Key Statements - Chen Kaixian, the forum chairman and an academician of the Chinese Academy of Sciences, highlights that developing original new drugs is crucial for building new productive forces in biomedicine and achieving a strong technological nation in this field [1] - The use of artificial intelligence is noted as a key technology in drug research, with an example of an AI chemist at the University of Liverpool working 21.5 hours a day [1] - Future advancements are expected in automated molecular manufacturing, automated biological laboratories, and virtual clinical laboratories, leading to efficient and precise synthesis and continuous manufacturing of drug molecules [1]

Core Viewpoint - The report highlights the financial performance and strategic initiatives of Suzhou Novoprotein Scientific Inc. for the first half of 2025, emphasizing its focus on innovation and market adaptation in the biopharmaceutical sector [4][6]. Financial Performance - The company's revenue for the first half of 2025 was approximately 72.09 million RMB, representing a 20.85% increase compared to 59.66 million RMB in the same period last year [5]. - The total profit for the period was a loss of approximately 28.92 million RMB, compared to a loss of 16.48 million RMB in the previous year [5]. - The net profit attributable to shareholders was approximately -24.22 million RMB, compared to -8.91 million RMB in the same period last year [5]. - The net cash flow from operating activities was -14.08 million RMB, a significant decrease from 23.30 million RMB in the previous year, reflecting a 160.45% decline [5]. Business Overview - The company specializes in the research, development, production, and sales of target and factor proteins, recombinant antibodies, enzymes, and reagents, providing comprehensive solutions in biopharmaceuticals, in vitro diagnostics, and life sciences [6][8]. - The company has developed a total of 3,566 types of target and factor proteins, focusing on areas such as oncology, metabolism, and autoimmune diseases [8][9]. - The company has 166 types of recombinant antibodies, which are used in immunodiagnostic reagents, new vaccines, and antibody drugs [9]. Strategic Initiatives - The company is actively engaging in gene and cell therapy, leveraging its GMP production technology to provide tools and solutions for gene editing [6][8]. - The company is enhancing its RNA production processes and expanding its product offerings in RNA applications to meet diverse customer needs [6][8]. - The company aims to address the "bottleneck" issues in basic biopharmaceutical raw materials by integrating its seven comprehensive technology platforms and 23 core technologies [8]. Industry Context - The Chinese government is promoting the integration of biotechnology and information technology, aiming to strengthen the biopharmaceutical industry and support innovation in drug development [7][8]. - Recent government initiatives, including the "High-Quality Development Action Plan for the Pharmaceutical Industry," are expected to boost confidence in the pharmaceutical sector and support the development of innovative drugs [7].