格隆汇1月13日｜药明康德A股一度涨近8%报106.5元，股价创去年10月底以来新高；H股一度涨近10% 报121.5港元，股价创去年10月初以来新高。 责任编辑：栎树 消息面上，公司昨晚发布公告，预计2025年实现营业收入454.56亿元，同比增长15.84%；经调整归母净 利润149.57亿元，同比增长41.33%；归属于股东的净利润191.51亿元，同比增长102.65%。公告称，业 绩预增主要由于公司持续聚焦独特的"一体化、端到端"CRDMO业务模式，以及出售联营公司部分股权 和剥离部分业务所获得的投资收益。 港股频道更多独家策划、专家专栏，免费查阅>> ...

1月13日，昭衍新药涨5.1%，截至发稿，报42.44元/股，成交5.77亿元，换手率2.19%，总市值318.02亿 元。 风险提示：市场有风险，投资需谨慎。本文为AI大模型自动发布，任何在本文出现的信息（包括但不 限于个股、评论、预测、图表、指标、理论、任何形式的表述等）均只作为参考，不构成个人投资建 议。 责任编辑：小浪快报 数据显示，融通基金旗下1只基金重仓昭衍新药。融通医疗保健行业混合A/B（161616）三季度减持 31.85万股，持有股数93.83万股，占基金净值比例为3.95%，位居第六大重仓股。根据测算，今日浮盈 赚取约193.3万元。 融通医疗保健行业混合A/B（161616）成立日期2012年7月26日，最新规模7.08亿。今年以来收益 8.55%，同类排名1381/8836；近一年收益22.93%，同类排名5278/8091；成立以来收益143.83%。 融通医疗保健行业混合A/B（161616）基金经理为万民远、刘曦阳。 截至发稿，万民远累计任职时间9年143天，现任基金资产总规模59.57亿元，任职期间最佳基金回报 149.74%， 任职期间最差基金回报-19.05%。 刘曦阳累计 ...

每日经济新闻 风险提示：提及个股仅用于行业事件分析，不构成任何个股推荐或投资建议。指数等短期涨跌仅供参 考，不代表其未来表现，亦不构成对基金业绩的承诺或保证。观点可能随市场环境变化而调整，不构成 投资建议或承诺。提及基金风险收益特征各不相同，敬请投资者仔细阅读基金法律文件，充分了解产品 要素、风险等级及收益分配原则，选择与自身风险承受能力匹配的产品，谨慎投资。 平安证券指出，泛RAS/KRAS抑制剂的开发可覆盖更多突变类型的同时有望更深入克服耐药问题。RAS 基因分为KRAS、HRAS、NRAS三个家族成员，其中KRAS是人类癌症发生突变的主要基因（81%）， 其次是NRAS（15%），而HRAS突变很少（4%）。泛抑制剂开发的目的在于针对所有类型的RAS突变 或KRAS突变（包括G12D、G12V和G12R等），其潜力体现在可覆盖更多突变类型且有望更深入克服耐 药问题。在CXO和上游领域，医药融资小幅增长，BD交易、H股IPO回暖等因素激活创新热情，订单端 呈现回暖态势。外向型CXO整体需求增长，内向型CXO订单端回暖。医疗器械方面，短期国内市场受 政策影响有所承压，但随着反内卷政策持续出台、大部分赛道集采 ...

据交易所数据显示，截至1月13日开盘一小时，大盘主力资金净流出848.76亿元。主力资金流入前十大 板块分别为： 医疗服务（13.41亿元）、 银行（11.44亿元）、生物制品（10.78亿元）、 医疗器械 （10.36亿元）、化学制药（9.32亿元）、 证券（9.17亿元）、 能源金属（5.95亿元）、 游戏（3.55亿 元）、教育（3.44亿元）、 中药（2.06亿元）。 ...

Core Viewpoint - The AI healthcare and pharmaceutical sectors are experiencing significant upward momentum, with multiple stocks reaching their daily limit up. Group 1: Stock Performance - Chinese Health (301408) and Sichuang Medical (300078) both hit the 20% daily limit up [1] - Other stocks such as Xin Ganjiang, Boji Pharmaceutical (300404), Nossger (301333), Puris (301257), and Dian Diagnostics (300244) also reached their daily limit up [1] - Companies like Okon Pharmaceutical, Rongchang Bio, Weining Health (300253), and BGI Genomics (300676) saw their stock prices increase by over 10% [1]

药明康德股价出现异动，截至今日9时40分，股价大涨5.32%，成交1907.34万股，成交金额19.60亿元， 换手率为0.77%，公司发布的最新业绩预告显示，预计2025年实现净利润191.51亿元，净利润同比增长 102.65%。 证券时报·数据宝统计显示，今日公布2025年业绩预告公司中，截至发稿股价较为强势的有亚太股份、 三祥新材、药明康德等，股价分别上涨5.73%、5.73%、5.32%。 资金面上看，药明康德近5日主力资金总体呈净流出状态，累计净流出5.69亿元，其中，上一交易日主 力资金全天净流出2.20亿元。 融资融券数据显示，该股最新（1月12日）两融余额64.47亿元，其中，融资余额为64.28亿元，近5日融 资余额合计减少1.51亿元，降幅为2.30%。（数据宝） （文章来源：证券时报网） ...

Industry Overview - The food and beverage industry index increased by 2.12%, underperforming the Shanghai and Shenzhen 300 index by 0.66 percentage points, with most sub-sectors, except for meat products and dairy, showing gains [3] - The overall valuation of the food and beverage industry is at a low level, with a PE ratio of 21X, ranking 23rd among the Shenwan primary industries [3] - Inflation data indicates a rise in CPI, with a month-on-month increase of 0.2% and a year-on-year increase of 0.8%, driven by increased consumer demand and rising food prices [4][5][6] Investment Recommendations - The food and beverage industry is currently rated as a "buy," with a focus on three main investment lines: stable demand industry leaders, companies innovating in new products and channels, and undervalued segments with high growth potential [7] - Specific companies to watch include Guizhou Moutai, Miaokelando, Andeli, Shanxi Fenjiu, Yanjing Beer, and Salted Fish Shop [7] Medical Services Sector - The pharmaceutical and biological sector saw a rise of 7.81%, outperforming the Shanghai and Shenzhen 300 index by 5.03 percentage points, with the medical services sub-sector increasing by 12.34% [10] - The commercialization of brain-computer interfaces (BCI) is expected to accelerate, supported by government policies and technological breakthroughs, indicating a potential new growth area in the medical field [11] - The medical services sector is rated as a "buy," with a focus on high-growth companies in the pharmaceutical outsourcing and consumer medical fields, such as WuXi AppTec and Aier Eye Hospital [13]

Group 1 - The core viewpoint of the article highlights the significant rise in the stock price of Dean Diagnostics, which has achieved a three-day consecutive limit-up, indicating strong market interest in AI applications in the healthcare and pharmaceutical sectors [1] - Dean Diagnostics' stock reached a limit-up at 9:35 AM with a trading volume of 1.197 billion yuan and a turnover rate of 7.64%, reflecting high investor activity [1] - The recent surge in the AI healthcare and pharmaceutical sector is attributed to technological breakthroughs that have increased market attention on the application value of AI in these fields [1] Group 2 - The company is actively advancing its technological innovations and market expansion in precision medicine, which has garnered significant industry attention [1]

Group 1 - The AI medical concept is experiencing significant activity, with companies like Dean Diagnostics and Hongbo Pharmaceutical hitting the 20% daily limit increase [1] - Meian Health has achieved a three-day consecutive increase, indicating strong market interest [1] - Other companies such as Jiahe Meikang and Chengdu Xian Dao have seen increases of over 10%, while Anbiping, Weining Health, Yaoshi Technology, and Guoxin Health are also following the upward trend [1]

每经AI快讯，药明康德（603259）(02359.HK)盈喜后高开逾4%，截至发稿涨4.69%，报116港元，成交 额3112.34万港元。 ...