靶向放射性核素疗法
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港股开盘:恒指跌0.32%、科指跌0.56%,科网股及航空走低,黄金股回调,果下科技IPO首日开盘涨超89%
Jin Rong Jie· 2025-12-16 01:30
12月16日,港股集体低开,其中恒生指数跌0.32%报25547.92点,恒生科技指数跌0.56%报5467.76点, 国企指数跌0.35%报8886.24点,红筹指数涨0.11%报4129.18点。 盘面上,大型科技股普遍走低,阿里巴巴跌1.14%,腾讯控股跌0.08%,京东集团跌0.26%,小米集团跌 1.29%,网易跌0.83%,美团跌0.69%,快手跌0.16%,哔哩哔哩跌0.88%;航空股低开,中国国航跌超 1%;黄金股回调,紫金黄金国际跌超2%;汽车股、建材水泥股、消费电子概念股普跌。另外,港口及 海运股上涨明显,海丰国际大涨近15%,重卡股中国重汽涨4.4%。今日果下科技上市,首日涨超89%。 中国东方航空股份(00670.HK):11月客运运力投入同比上升6.51%;旅客周转量同比上升10.35%,客座 率为87.37%,同比上升3.04个百分点。 中国南方航空股份(01055.HK):11月客运运力投入同比上升8.68%,旅客周转量同比上升10.42%,客座 率为86.29%,同比上升1.36个百分点。 新华保险(01336.HK):前11月累计原保险保费收入为人民币1888.5亿元,同比增 ...
港股概念追踪|核药高壁垒造就寡头垄断格局 中金不断调升远大医药目标价(附概念股)
智通财经网· 2025-05-08 07:39
Industry Overview - The nuclear medicine market is experiencing robust growth due to increasing health awareness and rapid advancements in medical technology [1] - As of July 4, 2024, 88 radioactive new drugs have been approved globally, with only 18 for treatment purposes [1] - From 2021 onwards, China's policies have strongly supported the nuclear medicine industry, which is expected to drive its development [1] - According to Ping An Securities, the nuclear medicine market in China is projected to grow from 5 billion yuan to 26 billion yuan at a CAGR of 26.6% from 2023 to 2030 [1] Company Highlights - Yuan Da Pharmaceutical (00512) is a notable player in the nuclear medicine sector, with a successful Phase II clinical trial for its global innovative product STC3141 [2] - CICC maintains profit forecasts for Yuan Da Pharmaceutical at 2.131 billion yuan for 2025 and 2.235 billion yuan for 2026 [2] - The company has received approval for its innovative drug ITM-11 to conduct Phase III clinical trials, targeting neuroendocrine tumors [3] - China Tongyuan (01763) is a leading enterprise in the nuclear medicine industry, dominating the market for radioactive pharmaceuticals and being the largest supplier of radiation source products in China [4] - In October 2023, China Tongyuan began mass production of a new dual-spiral CT radiation therapy platform, marking a significant advancement in domestic high-end radiation therapy products [4]