[Table_Reportdate] 2025年06月03日 [table_invest] 超配 行 业 周 报 杜永宏 S0630522040001 dyh@longone.com.cn 证券分析师 赖菲虹 S0630525050001 lfhong@longone.com.cn 联系人 付婷 futing@longone.com.cn [table_stockTrend] -25% -17% -8% 1% 10% 18% 27% 24-05 24-08 24-11 25-02 申万行业指数:医药生物(0737) 沪深300 [相关研究 table_product] 1.重磅BD交易再次带动创新药热度 — — — — 医 药 生 物 行 业 周 报 （2025/05/19-2025/05/25） [Table_NewTitle 创新药密集上市， ] 关注后续医保谈判 ————医药生物行业周报（2025/05/26-2025/06/01） [table_main] 投资要点： ➢ 市场表现： 上周（05月26日-05月30日）医药生物板块整体上涨2.21%，在申万31个行业中排第 2位，跑赢沪深300指数3. ...

[Table_Reportdate] 2025年06月03日 [table_invest] 超配 行 业 周 报 杜永宏 S0630522040001 dyh@longone.com.cn 证券分析师 赖菲虹 S0630525050001 lfhong@longone.com.cn 联系人 付婷 futing@longone.com.cn [table_stockTrend] -25% -17% -8% 1% 10% 18% 27% 24-05 24-08 24-11 25-02 申万行业指数:医药生物(0737) 沪深300 ➢ 市场表现： 上周（05月26日-05月30日）医药生物板块整体上涨2.21%，在申万31个行业中排第 2位，跑赢沪深300指数3.29个百分点。年初至今，医药生物板块整体上涨6.61%，在申万 31个行业中排名第6位，跑赢沪深300指数9.02个百分点。当前医药生物板块PE估值为 27.98倍，处于历史中位水平，相对于沪深300的估值溢价为137%。子板块涨幅前三的为 化学制药(申万)、生物制品(申万)、医疗服务(申万)，涨幅分别为3.83%、3.14%、2.46%。 个股方面，上 ...

端午节前最后一天，两市缩量调整， 医药板块普涨，阿兹海默、创新药及CRO等方向领涨， 睿智医药 、万邦得、 海南海药 等多股涨停；猪肉鸡肉概念 拉升， 银行股活跃， 杭州银行 、 成都银行 创新高。 银行和创新药这俩板块咱们几乎天天都在说，今天银行股继续保持强势，杭州银行、成都银行股价又创历史新高。但是今天尾盘，多只银行股出现了跳 水。 招商银行(600036) W 闭市 05-30 15:00:02 融 通 43.43 市盈 7.4 额 24.92亿 股本 252.20亿 力得 盘口 换 0.28% 市值1 11019亿 市净 1.03 -0.09% -0.04 因端午节假期,A股于6月2日休市 盯替 X 港股 48.900 -0.550 -1.11% 溢价(H/A) +3.18% 关时 五日 日K 月K 周K 电子 (0) 叠加 均价:43.61 | 盘口 | 资金 43.88 43.61 st 9 变化 43.60 51 9 43.50 43.49 570 43.44 38 FK 0.00% 43.47 型- 43.43 556 本_ 43.42 903 43.41 1652 25 st hu 43.4 ...

Group 1: Resumption of Trading - Guangyang Co., Ltd. has terminated its plan to acquire 100% equity of Ningbo Yinqiu Technology through the issuance of shares and cash payment, leading to the resumption of its stock trading [1] Group 2: Equity Transfer, Buyback, and Private Placement - Shipu Testing plans to transfer a total of 9.5% of its shares to Zhongyiren Fund at a price of 20 yuan per share [2] - Qingniao Fire Protection has repurchased and canceled 12.2592 million restricted shares [2] - Tigermed has canceled 3.9225 million repurchased shares [3] - Shuanglin Co., Ltd. intends to raise no more than 1.5 billion yuan for projects related to rolling screw and joint module industrialization, high-precision CNC grinding machine expansion, and advanced technology research and application center construction [3] Group 3: External Investment and Daily Operations - Pingao Co., Ltd. has signed a contract for computing power resource services worth 397 million yuan [4] - Yiwei Communication plans to establish a wholly-owned subsidiary with an investment of 100 million yuan, focusing on artificial intelligence application software development [5] - Longjing Environmental Protection intends to acquire 20% equity of Jitai Intelligent for 75.075 million yuan [6] - Tianwei Video Technology has signed a data center service agreement with a client [7] - Fengmao Co., Ltd. plans to invest no more than 1.5 billion yuan to build an auto parts production base in Jiaxing [8] - ST Pioneer will have its stock delisted from other risk warnings starting June 3, 2025, with its stock name changing from "ST Pioneer" to "Pioneer New Materials" [8] - Maiwei Bio has received approval for the marketing of its product, Mai Li Sheng® [8] - Guangbai Co., Ltd. has completed the business registration of its duty-free goods company [9] - Zhuhai Guanyu has been selected by SAIC Volkswagen as a designated supplier for low-pressure lithium batteries [9] - Ningbo Fubang plans to transfer assets related to its aluminum profile business for 26.4579 million yuan [9] - Rongchang Bio has completed the issuance of H-shares [10] - Tebao Bio has received approval for the marketing of its growth hormone injection [10] - Zejing Pharmaceutical has received approval for the marketing of its drug, Hydrochloride Gikaxin [10] - Fengqian Technology has received record approval from the China Securities Regulatory Commission for its overseas H-share issuance [10] - Haida Group plans to distribute at least 30% of its average net profit in cash from 2025 to 2027 [10]

长江商报奔腾新闻记者张璐 深耕乙肝领域多年，特宝生物(688278.SH)经营业绩持续高涨。 上市之后，2020年-2024年，公司业绩继续增长。这五年，特宝生物的营收从7.94亿元增长至28.17亿 元；净利润从1.17亿元增长至8.28亿元。 长江商报奔腾新闻记者注意到，特宝生物的营收和净利润已经连续7年实现双增，其中，上市五年以 来，公司累计实现净利润19.68亿元。 对于2024年业绩增长，公司表示，主要原因是重点产品派格宾销售收入稳定增长，进一步增强整体盈利 能力。据悉，派格宾是全球首个40kD聚乙二醇干扰素α-2b注射液，是治疗用生物制品国家1类新药，现 行国家医保目录(乙类)品种。该药品拥有完全自主知识产权，获得中国、欧洲、美国、日本等多个国家 和地区专利授权。 值得关注的是，特宝生物业绩保持增长，与其持续的研发投入不无关系。财报显示，2020年-2024年， 公司的研发费用分别为7667.54万元、8150.71万元、1.5亿元、2.3亿元和2.95亿元，呈持续增长的趋势， 累计投入研发费用达8.33亿元。 截至2024年12月末，特宝生物累计获得16项发明专利，累计获得的知识产权达293个。 ...