2、根据2025年4月21日公告：公司依托自主研发的生物技术平台，开发出众多高质量、高活性的重组蛋 白，涵盖多种疾病靶点及生物标志物，满足生物药研发和生产各环节的需求。 3、2023年7月14日互动易：公司已经关注猴痘病毒传播情况，并启动相关产品的开发工作，目前以已上 线多款重组蛋白、抗体以及试剂盒产品，助力相关预防性疫苗及治疗性药物的开发。 来源：新浪证券-红岸工作室 1月7日，百普赛斯涨1.96%，成交额1.60亿元，换手率2.18%，总市值96.34亿元。 异动分析 细胞免疫治疗+重组蛋白+猴痘概念+专精特新+人民币贬值受益 1、根据2025年5月9日公告：针对目前CAR-T细胞治疗领域中应用最广泛的靶点CD19，公司推出特异性 靶向FMC63 scFv抗原识别表位的抗独特型抗体，此抗体灵敏度高、特异性好，进一步丰富了FMC63 CAR的检测手段。同时，公司不断拓宽细胞与基因治疗相关的产品，包括用于人类诱导多能干细胞 （iPSCs）诱导分化培养的细胞因子、层粘连蛋白（ Laminin）等蛋白产品，用于CAR细胞特异性激活 扩增、富集、体外分析的靶点特异性激活磁珠，以及残留检测试剂盒、EPO定量检测试剂盒 ...

异动分析 1月5日，百普赛斯涨4.13%，成交额1.56亿元，换手率2.22%，总市值94.00亿元。 来源：新浪证券-红岸工作室 4、专精特新"小巨人"企业是全国中小企业评定工作中最高等级、最具权威的荣誉称号，是指专注于细 分市场、创新能力强、市场占有率高、掌握关键核心技术、质量效益优的排头兵企业，对于提升中小企 业自身的竞争力，以及提升产业链、供应链稳定性和竞争力具有重大意义。公司已入选工信部国家级专 精特新小巨人企业名单。 5、根据2024年年报，公司海外营收占比为66.46%，受益于人民币贬值。 (免责声明：分析内容来源于互联网，不构成投资建议，请投资者根据不同行情独立判断) 资金分析 细胞免疫治疗+重组蛋白+猴痘概念+专精特新+人民币贬值受益 1、根据2025年5月9日公告：针对目前CAR-T细胞治疗领域中应用最广泛的靶点CD19，公司推出特异性 靶向FMC63 scFv抗原识别表位的抗独特型抗体，此抗体灵敏度高、特异性好，进一步丰富了FMC63 CAR的检测手段。同时，公司不断拓宽细胞与基因治疗相关的产品，包括用于人类诱导多能干细胞 （iPSCs）诱导分化培养的细胞因子、层粘连蛋白（ Lamini ...

| 000959 | 首钢股 | -0.82 | 0.64 | 307.47 | 1.31 | | --- | --- | --- | --- | --- | --- | | | 份 | | | | | | 600983 | 惠而浦 | 2.41 | 0.42 | 127.33 | 4.08 | | 002010 | 传化智 | 4.65 | 3.05 | 74.39 | 0.15 | | | 联 | | | | | | 688796 | 百奥赛 | 4.66 | 17.73 | -244.72 | -0.70 | | | 图 | | | | | | 300620 | 光库科 | 3.15 | 5.54 | -5119.47 | -2.48 | | | 技 | | | | | 资金面上看，今日2025年报预增概念板块获主力资金净流入16.28亿元，其中，10股获主力资金净流 入，5股主力资金净流入超3000万元，净流入资金居首的是紫金矿业，今日主力资金净流入9.02亿元， 净流入资金居前的还有盐湖股份、C强一、大洋生物等，主力资金分别净流入5.08亿元、1.27亿元、 8189.03万元。 资金流入比率方面， ...

截至1月5日收盘，细胞免疫治疗概念上涨4.73%，位居概念板块涨幅第7，板块内，56股上涨，冠昊生 物20%涨停，国际医学、塞力医疗、昭衍新药等涨停，必贝特、悦康药业、博济医药等涨幅居前，分别 上涨11.84%、10.13%、9.22%。跌幅居前的有赛福天、*ST生物、ST香雪等，分别下跌4.83%、1.45%、 0.11%。 （文章来源：证券时报网） | 代码 | 简称 | 今日涨跌幅 | 今日换手率 | 主力资金流量（万 | 主力资金净流入比率 | | --- | --- | --- | --- | --- | --- | | | | （%） | （%） | 元） | （%） | | 603127 | 昭衍新 药 | 10.00 | 4.37 | 23183.85 | 22.45 | | 603716 | 塞力医 疗 | 10.02 | 6.35 | 17314.70 | 57.96 | | 300238 | 冠昊生 物 | 20.00 | 13.75 | 11991.20 | 20.86 | | 000516 | 国际医 学 | 10.02 | 2.62 | 11125.36 | 41.60 | | 6 ...

芬太尼概念资金流入榜 | 代码 | 简称 | 今日涨跌幅 | 今日换手率 | 主力资金流量（万 | 主力资金净流入比率 | | --- | --- | --- | --- | --- | --- | | | | （%） | （%） | 元） | （%） | | 600079 | ST人福 | 2.26 | 1.67 | 6989.38 | 14.70 | | 600511 | 国药股 份 | 1.04 | 1.10 | 1047.55 | 5.96 | | 600420 | 国药现 代 | 1.39 | 0.72 | 756.81 | 7.69 | | 600285 | 羚锐制 药 | 4.88 | 2.83 | 479.39 | 1.39 | | 300482 | 万孚生 物 | 2.13 | 1.25 | 441.22 | 4.09 | | 688298 | 东方生 物 | 5.12 | 1.59 | 238.15 | 3.05 | | 002262 | 恩华药 业 | 1.12 | 1.29 | -105.69 | -0.38 | 今日涨跌幅居前的概念板块 | 概念 | 今日涨跌幅（%） | 概念 | ...

药明巨诺建有三个经国家药监局批准的CAR-T生产模块，其中模块三为国内唯一获批传染病阳性患者 CAR-T生产车间，保障了产品的可及性与安全性。 2025年10月，倍诺达®新增使用国产病毒载体的上市后补充申请获药监局正式受理，标志着核心物料自 主可控，预计慢病毒载体的物料成本将显著下降。其自建的高规格慢病毒载体生产车间采用悬浮生产工 艺，突破传统贴壁工艺的限制。相较于后者单批次仅能供应约100人份的产能，药明巨诺的单批次产量 可提升至1500人份CAR-T治疗需求，显著提高了生产效率和供应能力。 2025年4月，药明巨诺将其自研的慢病毒载体生产工艺授权予美国Juno公司，实现中国细胞治疗技术的 反向出口，展现出中国创新的国际竞争力。 04 多管线研发并行，全球化布局加速 政策引领与产业创新双轮驱动，助力"健康中国2030" 2025年12月7日，国家医保局正式发布《商业健康保险创新药品目录》。药明巨诺（2126.HK）的倍诺 达®（瑞基奥仑赛注射液）凭借突出的临床价值与创新性，成功纳入首批创新药目录。这标志着中国创 新药可及性改革迈出关键一步，细胞免疫治疗正式进入"商保+创新药"协同新阶段，为更多中国患者使 用 ...

Core Viewpoint - A groundbreaking study from a Chinese team has developed a programmable "living" gel robot, resembling the alien creature "Calvin" from the sci-fi movie "Life," aimed at healing rather than destruction [1][3]. Group 1: Technology and Design - The Hydrogel Immune Millirobot (HIM) is a soft hydrogel robot capable of multi-modal movement, including walking, rolling, crawling, and waving, designed to target and eliminate tumors within the human body [3][5]. - HIM operates under magnetic fields, transforming from a passive gel into an active robot, with a Young's modulus of only 808.5 Pa, allowing for significant flexibility and movement [3][5]. - The robot's design allows for precise spatial targeting and localized drug delivery, overcoming challenges faced by traditional drug delivery methods such as intravenous injections [5][9]. Group 2: Mechanism and Functionality - HIM can navigate complex biological environments, such as the gastrointestinal tract, and deliver therapeutic payloads directly to hard-to-reach tumor sites, enhancing treatment efficacy [5][6]. - The robot's unique ability to respond to environmental pH changes enables it to "embrace" tumors, maximizing the effectiveness of the immune cells it carries [8][9]. - After completing its task, HIM dissolves in a sodium ion solution, eliminating the need for surgical removal and associated risks [9][12]. Group 3: Clinical Potential and Future Directions - Animal studies have shown that HIM significantly inhibits tumor growth in liver cancer models, demonstrating its therapeutic potential [12]. - Future developments will focus on integrating advanced imaging technologies and control algorithms for real-time tracking and operation within living organisms [12][15]. - HIM's modular design allows for the adaptation to various therapeutic scenarios, including the delivery of stem cells, engineered bacteria, and mRNA for gene therapy [12][15].

Strong Stocks - As of November 26, the Shanghai Composite Index fell by 0.15% to 3864.18 points, while the Shenzhen Component Index rose by 1.02% to 12907.83 points, and the ChiNext Index increased by 2.14% to 3044.69 points [1] - A total of 76 stocks in the A-share market hit the daily limit up, with the top three strong stocks being: TeFa Information (000070), Huanrui Century (000892), and Leike Defense (002413) [1] - The top 10 strong stocks showed significant trading activity, with TeFa Information achieving a 4-day limit up and a turnover rate of 25.84%, while Huanrui Century also had a 4-day limit up with a turnover rate of 37.38% [1] Strong Concept Sectors - The top three concept sectors based on A-share performance were: Horse Racing Concept, Duty-Free Shops, and Guangdong Free Trade Zone, with respective increases of 1.95%, 1.72%, and 1.5% [2] - The Horse Racing Concept had 50% of its constituent stocks rising, while the Duty-Free Shops sector saw 68.97% of its stocks increase [2] - The top 10 concept sectors displayed a mix of performance, with sectors like Medical E-commerce and CPO (Co-Packaged Optics) also showing positive growth [2]

Core Viewpoint - The company, Beijing Baipusais Biotechnology Co., Ltd., is actively expanding its product offerings in the fields of CAR-T cell therapy, recombinant proteins, and monkeypox-related products, while benefiting from the depreciation of the RMB and being recognized as a "specialized, refined, distinctive, and innovative" enterprise [2][3][4]. Group 1: Company Performance - The company reported a revenue of 613 million yuan for the period from January to September 2025, representing a year-on-year growth of 32.26% [9]. - The net profit attributable to the parent company for the same period was 132 million yuan, showing a year-on-year increase of 58.61% [9]. - The company has distributed a total of 432 million yuan in dividends since its A-share listing, with 312 million yuan distributed over the past three years [10]. Group 2: Product Development - The company has launched a specific antibody targeting the CD19 antigen in CAR-T cell therapy, enhancing detection methods and expanding its product line related to cell and gene therapy [2]. - It has developed high-quality recombinant proteins for various disease targets and biomarkers, supporting the research and production needs of biopharmaceuticals [2]. - The company is actively developing products related to monkeypox, including recombinant proteins, antibodies, and test kits, to aid in vaccine and therapeutic drug development [2]. Group 3: Market Position and Recognition - The company has been recognized as a national-level "specialized, refined, distinctive, and innovative" small giant enterprise, which signifies its strong market position and innovation capabilities [3]. - As of the 2024 annual report, overseas revenue accounted for 66.46% of total revenue, benefiting from the depreciation of the RMB [4]. - The company operates in the pharmaceutical and biotechnology sector, specifically in the bioproducts category, and is involved in various concept sectors including financing, specialized innovation, and artificial intelligence [9].

Market Performance - The A-share market experienced a decline, with the Shanghai Composite Index closing at 3972.03, down by 0.46% [2] - The Shenzhen Component Index closed at 13202.00, down by 0.11%, while the CSI 300 Index fell by 0.65% to 4598.05 [2] - The ChiNext Index and the STAR 50 Index also saw declines of 0.20% and 0.53%, respectively [2] Sector Performance - The top-performing sectors included Computer (1.67%), Defense and Military Industry (1.59%), Coal (1.32%), Communication (1.10%), and Real Estate (1.00%) [3] - Conversely, the worst-performing sectors were Pharmaceutical Biology (-1.73%), Banking (-1.31%), Non-Bank Financials (-1.11%), Building Materials (-0.93%), and Home Appliances (-0.84%) [3] Concept Index Performance - The leading concept indices were related to Military Equipment Restructuring (4.72%), MLOps (3.42%), Web3.0 (3.10%), Digital Watermarking (2.71%), and Electronic ID (2.68%) [3] - The lagging concept indices included Cell Immunotherapy (-1.87%), Weight Loss Drugs (-1.87%), Innovative Drugs (-1.72%), Recombinant Proteins (-1.71%), and Fentanyl (-1.68%) [3] Future Outlook - The market is expected to experience short-term fluctuations due to profit-taking, but a gradual improvement in the economic fundamentals is anticipated in the fourth quarter, supported by policy measures [5] - The report suggests focusing on sectors such as Banking, Non-Bank Financials, Transportation, Public Utilities, Coal, and TMT for potential investment opportunities [5] Water Conservation Industry - The water conservation industry in China is showing robust growth, with an estimated market size exceeding 760 billion yuan, driven by key regions such as Beijing-Tianjin-Hebei, Yangtze River Delta, and Guangdong-Hong Kong-Macau Greater Bay Area [4][5] - The development of water-saving industrial parks and leading enterprises in agriculture, industry, and urban life is contributing to this growth [5]