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从“书架”走向“货架”,北京医药创新破局
Xin Jing Bao· 2025-10-11 11:34
北京市委网信办主办、新京报贝壳财经承办的"京彩不设限·经济热力站"月度主题走访活动在北京举 办,本期主题为"创新策源 健康领航"。活动亮点纷呈,走访调研了多家企业,这些企业不仅见证了北 京在医药健康领域前沿技术赛道的重点布局,也记录下一座城如何以临床需求为牵引、以政策赋能为支 撑,撬动资本、人才、平台、数据等全要素,加速医药创新从"书架"走向"货架",为首都经济高质量发 展注入源源不断的健康动能。 ...
剧透抢先看|第十届医药创新与投资大会初版日程正式发布
Xi Niu Cai Jing· 2025-10-10 12:32
十年耕耘结硕果,跨界融合启新程,第十届医药创新与投资大会将于2025年10月26-27日在南京丰大国际大酒店盛大召开,大会初版日程今日正式发布,聚 焦全球医药前沿与资本动向,汇聚医药创新与投资领域的顶尖智慧,为参会者呈现一场跨界融合的思想盛宴。 会议信息 会议时间:2025年10月26-27日 会议地点:南京江北新区丰大国际大酒店 本次大会涵盖多个专题论坛,覆盖创新药研发、临床研究、细胞与基因治疗、投资并购、资本市场和商保政策等多个热点领域,特邀权威专家与知名投资 人,分享行业洞见、解读政策趋势、探讨合作机遇。 | 简版日程 | | | | --- | --- | --- | | 10月26日上午 | | | | 第十屆零有创新 | | | | 与投资大会开幕式 | | | | (敬请期待) | | | | 10月26日(下午) | | | | 分会场1 | 分会场2 | 分会场3 | | 细胞与基因治疗 | 减重创新 | 临床数据 | | 前沿论坛 | 研发论坛 | 全球直发专场 | | 分会场4 | 分会场5 | 分会场6 | | 抗肿瘤 | 矢药 | 创新转化与 | | 新药论坛 | 数智化论坛 | 临 ...
灵活把握A+H超额收益 行业均衡型基金受青睐
Zheng Quan Shi Bao· 2025-09-10 22:38
Group 1 - In August, A-shares led global stock markets, with equity funds performing well, particularly those focused on the TMT (Technology, Media, and Telecommunications) sector, while pharmaceutical sector funds saw declines [1] - A total of 32 equity funds achieved returns exceeding 40% in August, indicating a significant shift in market dynamics [1] - The "霸榜" (top ranking) trend previously dominated by the North Exchange and pharmaceutical-themed funds has changed, with technology-heavy funds now leading [1] Group 2 - The fund managed by Wu Yuanyi, Guangfa Value Core A, achieved a nearly one-year return of 101.36% as of September 5, outperforming its benchmark by 67.56% with a Sharpe ratio of 2.66 [1] - Guangfa Value Core A, established in January 2021, is a full-market fund that can invest in A-shares and Hong Kong Stock Connect, showcasing a stable stock position and diversified industry allocation [1] - The fund's top ten holdings account for approximately 50% of its net value, with a balanced distribution across various sectors including pharmaceuticals, automotive, electronics, textiles, machinery, and computers [1] Group 3 - Wu Yuanyi dynamically adjusts the stock allocation between A-shares and Hong Kong stocks based on market conditions, increasing the Hong Kong stock allocation from about 11% at the end of Q1 2024 to over 31% by the end of Q4 2024 [2] - The fund has effectively captured both beta and alpha returns in the recent Hong Kong market rally, focusing on innovative pharmaceuticals and new consumption sectors [2] - Recent quarterly reports indicate strong performance from newly added stocks, with significant price increases for stocks like Weixin Bio and Haoyuan Pharmaceutical, showcasing effective stock selection capabilities [2] Group 4 - Looking ahead, the focus will be on fast-moving consumer goods, innovative pharmaceuticals, high-end manufacturing, robotics, and AI sectors [3] - The fast-moving consumer goods sector is recovering first due to its "high frequency and low price" characteristics [3] - In the pharmaceutical innovation sector, China is transitioning from auxiliary research to becoming a global leader in original innovative drugs [3]
股指:百万俱乐部
对冲研投· 2025-08-19 12:56
Core Viewpoint - The article discusses the continuation of the "water buffalo" market trend in A-shares, highlighting strong upward momentum driven by liquidity and the positive feedback mechanism of profit effects, while also noting potential risks of sharp declines due to crowded strategies and profit-taking [4][9]. Group 1: Market Performance - A-shares reached a historic moment with the Shanghai Composite Index hitting 3745.94 points, surpassing the 2021 peak of 3731.69 points, marking a ten-year high [5]. - The total market capitalization of A-shares has entered the trillion yuan club, indicating a significant expansion in market size [5]. - The CSI 2000 index has seen a year-to-date increase of over 30%, outperforming larger indices like the CSI 300, while micro-cap indices have approached a 60% increase, showcasing the "water buffalo" characteristics of the current market [5]. Group 2: Liquidity and Economic Indicators - The People's Bank of China's "moderately loose" monetary policy has significantly reduced market funding costs, benefiting small and micro-cap stocks that are more sensitive to interest rates [5][6]. - Despite a 20-year first negative in new credit, there is a notable activation of deposits among residents and enterprises, with M1 growth exceeding expectations, indicating improving market expectations [6]. - The trend of "deposit migration" is evident, with a reduction of 1.1 trillion yuan in resident deposits and an increase of 2.14 trillion yuan in non-bank deposits, reflecting a shift towards non-bank financial products [6]. Group 3: Future Market Outlook - The article presents two potential future scenarios: one where large indices like the Shanghai 50 and CSI 300 catch up with the "water buffalo" trend, requiring more incremental capital and economic recovery [9]. - The second scenario suggests a continuation of the current technology-led small-cap market, which may be more susceptible to sharp declines due to capital-driven dynamics and increased selling pressure from industrial capital [10].
刘国中:加快医药创新发展 更好保障人民健康
news flash· 2025-07-10 12:13
Core Viewpoint - The Chinese government emphasizes the acceleration of pharmaceutical innovation to better safeguard public health [1] Group 1: Policy and Development Focus - The government aims to strengthen collaborative efforts and policy implementation in the pharmaceutical sector [1] - There is a call to enhance basic research and technological innovation capabilities in the medical field [1] - Support for the rapid development of innovative drugs and medical devices is prioritized to contribute to the Healthy China initiative [1] Group 2: Industry Collaboration and Innovation - The government encourages deep integration of industry, academia, and research institutions with medical organizations to tackle key challenges [1] - There is a focus on improving the level of pharmaceutical technological innovation, particularly in drug, vaccine, and medical device development [1] - The goal is to achieve more breakthrough results in the pharmaceutical sector through collaborative efforts [1]