Market Overview - The pharmaceutical and biotechnology index increased by 2.95%, outperforming the CSI 300 index by 4.70 percentage points and the ChiNext index by 3.23 percentage points, ranking first among 31 sub-industries [4] - The Hong Kong Hang Seng Medical Health Index rose by 1.87%, surpassing the Hang Seng Index by 5.65 percentage points [4] Company R&D Progress Tracking - Recent clinical application submissions include Yimeng Biotech's DB-1419 and Hengrui Medicine's SHR-7782 injection [5] - Haisco's HSK39004 inhalation powder has also initiated its IND application [5] - Ongoing Phase III clinical trials are being conducted for Shiyao Group's SYHX1901 and Hengrui Medicine's SHR-1905, while Hengrui's HRS-7249 is in Phase II, and Kaiyin Technology's KW-040 is in Phase I [5] Current Insights - The outbreak of Chikungunya fever in Foshan has prompted the local government to initiate a Level III public health emergency response, with over 6,000 confirmed cases reported [6] - Several listed companies, including Da'an Gene, Wanfu Biology, and Shengxiang Biology, have developed PCR-based testing solutions for Chikungunya fever [6] - High-throughput sequencing solutions have been introduced by BGI and Dian Diagnostics, while antigen-antibody testing solutions are provided by companies like Aotai Biology and Rejing Biology [6] - This outbreak is expected to accelerate the accumulation of clinical data for related testing products and expedite their market approval [6] 2025 Annual Investment Strategy - The investment strategy emphasizes the need for structural selection of investment opportunities due to complex changes in population structure, policy frameworks, and economic environments [7] - The core contradiction lies in the willingness and ability to pay, leading to a focus on three payment channels within the pharmaceutical industry: hospital payments, out-of-pocket payments, and overseas payments [7] - Key investment directions include policy support for hospital payments (innovative drugs and devices), expansion of public demand (blood products, home medical devices, weight loss drug industry), and an upward cycle for overseas payments (heparin, respiratory joint inspections) [7]

Group 1 - Multiple listed companies are developing detection solutions for Chikungunya virus, including Kingmed Diagnostics, Wanfu Biology, and Shengxiang Biology [1][2] - Kingmed Diagnostics has established a comprehensive platform for serological, fluorescent PCR, and sequencing tests to accurately identify the Chikungunya virus, aiding in clinical diagnosis [1] - Wanfu Biology has responded to the recent guidelines from the National Disease Control Bureau by developing several detection products that create a closed-loop system for rapid screening, precise detection, and monitoring [1] - Shengxiang Biology has introduced a dual-platform solution combining rapid nucleic acid testing and sequencing for precise tracing, with a detection time of 25 to 45 minutes and high sensitivity [1] Group 2 - According to a report by Everbright Securities, several domestic listed companies, including Da'an Gene, Wanfu Biology, Shengxiang Biology, Zhijiang Biology, Shuoshi Biology, Mingde Biology, and Rendu Biology, have launched Chikungunya virus detection solutions [2]

2025 年 8 月 3 日 行业研究 佛山启动突发公共卫生事件Ⅲ级响应，关注基孔肯雅热检测相关标的 ——医药生物行业跨市场周报（20250803） 要点 行情回顾：上周，医药生物（申万，下同）指数上涨 2.95%，跑赢沪深 300 指 数 4.70pp，跑赢创业板综指 3.23pp，在 31 个子行业中排名第 1。港股恒生医 疗健康指数上周收涨 1.87%，跑赢恒生国企指数 5.65pp。 上市公司研发进度跟踪：上周，映恩生物的注射用 DB-1419、恒瑞医药的 SHR-7782 注射液的临床申请新进承办；海思科的 HSK39004 吸入粉雾剂的 IND 申请新进承办。上周，石药集团的 SYHX1901、恒瑞医药的 SHR-1905 正在进行 三期临床；恒瑞医药的 HRS-7249 正在进行二期临床；凯因科技的 KW-040 正在 进行一期临床。 本周观点：佛山启动突发公共卫生事件Ⅲ级响应，关注基孔肯雅热检测相关标的 基孔肯雅热在国内外引发广泛关注。7 月 29 日佛山市人民政府发布公告，决定 启动佛山市突发公共卫生事件Ⅲ级响应。截至 7 月 31 日，佛山累计报告基孔肯 雅热确诊病例超过 6000 例。8 ...

Core Viewpoint - The article discusses the outbreak of Chikungunya fever in China and globally, highlighting the urgent need for effective detection and prevention measures due to the lack of specific treatments and vaccines [2][3]. Group 1: Current Situation - As of July 23, 2025, Foshan reported a total of 3,645 confirmed cases of Chikungunya fever, with the Shunde District accounting for 3,317 cases, an increase of 383 cases from the previous day [2]. - The World Health Organization (WHO) has warned that 119 countries and regions are experiencing virus transmission, with approximately 5.5 million people at risk of infection, potentially straining healthcare systems [2]. Group 2: Prevention and Control - There are currently no specific drugs or vaccines for Chikungunya fever; the primary prevention strategy is mosquito control, including eliminating breeding sites and using personal protective measures [3]. - The clinical features of Chikungunya fever include acute fever, severe joint pain, and rash, with higher risks for children, the elderly, and immunocompromised individuals [3]. Group 3: Diagnostic Methods - Common diagnostic methods for Chikungunya fever include serological testing, nucleic acid testing, and virus isolation, with specific timelines for sample collection to ensure accurate results [4]. - Currently, there are no approved test kits for Chikungunya fever in China, which poses a challenge for timely diagnosis [4]. Group 4: Market Opportunities - Several domestic companies, including DaAn Gene, Wanfu Biology, and Shengxiang Biology, are developing Chikungunya fever detection solutions based on PCR methodologies, with others exploring high-throughput sequencing and antigen-antibody detection methods [5]. - The ongoing outbreak is expected to accelerate the accumulation of clinical data for these detection products, potentially speeding up their approval and market entry [5].