2026开年以来，港股创新药已上演了一波拉升行情。业内人士指出，1月7日行情诱因主要是美股公司Arrowhead发布了较好的小核酸药物临床数据，刺激了 创新药情绪。创新药行业属于技术驱动，如果全球有新技术发展和突破，相关板块和公司也会有较积极的反应。 公司新闻方面，脑机接口"独角兽"强脑科技完成20亿元融资，规模仅次于马斯克的Neuralink。此外，AI制药明星公司英矽智能上市后首单BD交易落地，1 月5日，英矽智能发布公告称，其与施维雅达成多年期抗肿瘤药物研发合作。根据公告，这笔合作总金额为8.88亿美元。英矽智能将有资格获得最高3200万 美元的首付款及近期研发里程碑付款。 港股通创新药ETF(159570)标的指数权重股多数飘红：三生制药涨超2%，信达生物、科伦博泰生物-B涨超1%，百济神州、翰森制药微涨。 | 序号 | 代码 | 名称 | 估算权重 | 涨跌幅 | 成交额 | | --- | --- | --- | --- | --- | --- | | 1 | 1093 | 石药集团 | 10.37% | -0.77% | 1.80亿 | | 2 | 1801 | 信达生物 | 10.21% | ...

根据协议，英矽智能将有资格获得最高3200万美元的首付款及近期研发里程碑付款，并将依托其自主研 发的人工智能技术平台，筛选并推进符合既定药物研发与科学标准的潜在候选药物。 人民财讯1月5日电，1月5日，英矽智能公告，与一家全球独立制药公司施维雅达成了一项总金额达8.88 亿美元的研发合作，双方将携手利用英矽智能自主研发的人工智能平台Pharma.AI，聚焦于抗肿瘤领域 具有挑战性的靶点，识别并开发全新的治疗药物。 ...

1月5日，英矽智能（Insilico Medicine）宣布与施维雅（Servier）达成了一项总金额达 8.88 亿美元的研 发合作。该合作将英矽智能人工智能驱动的药物研发平台与施维雅在抗肿瘤药物研发领域的全球专业优 势相结合，聚焦于创新抗肿瘤疗法的发现与开发。 根据协议，英矽智能将有资格获得最高 3200 万美元的首付款及近期研发里程碑付款，并将依托其自主 研发的人工智能技术平台，筛选并推进符合既定药物研发与科学标准的潜在候选药物。 施维雅将共同 承担研发成本，并在成功提名具有前景的候选药物后，主导后续临床验证、监管沟通，以及相关肿瘤候 选药物在全球范围内的商业化进程。 ...

根据协议，英矽智能将有资格获得最高3200万美元的首付款及近期研发里程碑付款，并将主导运用人工 智能技术平台，发现及开发符合既定标准的潜在候选药物，而施维雅将共同承担研发成本，主导后续临 床验证及商业化进程。 北京商报讯（记者 丁宁）1月5日，英矽智能（03696.HK）发布公告称，集团已与一家由基金会管理的 全球独立制药公司施维雅达成多年期研发合作。该合作价值高达8.88亿美元，将充分利用集团自主研发 的人工智能平台Pharma.AI，聚焦于抗肿瘤领域具有挑战性的靶点，识别并开发全新的治疗药物。 ...

英硅智能(03696.HK)公布，集团已与一家由基金会管理的全球独立制药公司施维雅达成多年期研发合 作。该合作价值高达8.88亿美元，将充分利用集团自主研发的人工智能平台Pharma.AI，聚焦于抗肿瘤 领域具有挑战性的靶点，识别并开发全新的治疗药物。根据协议，集团将有资格获得最高3,200万美元 的首付款及近期研发里程碑付款，并将主导运用人工智能技术平台，发现及开发符合既定标準的潜在候 选药物，而施维雅将共同承担研发成本，主导后续临床验证及商业化进程。 本文源自：金融界AI电报 ...

在生物药方面，全省3项入选的生物药均来自合肥，智飞龙科马的肺结核/流感防治药物、安科生物 的抗肿瘤药物均为自主研发的创新生物药。在化学药领域，立方制药、兆科药业、合源药业等企业拿下 全省81%的化学药品种项目，展现了合肥在细分赛道上的强大竞争力。在医疗器械方面，24个入选的医 疗器械产品中有23个出自合肥，涉及高端医学影像设备、眼视光、人工智能辅助诊疗系统、高值医用耗 材、临床监测检验设备等赛道。 近年来，合肥市工业和信息化局（市生物医药专班）深入推进生物医药产业创新发展，着力构 建"政产学研用金"协同发展的产业生态。一方面重点培育安科生物、欧普康视、美亚光电等一批本土龙 头企业；另一方面，依托合肥综合性国家科学中心等高能级平台，成功引进锐世数字科技等创新型企 业，并联合中国科大、安徽中医药大学等高校院所，孵化出通灵仿生、云诊科技等一批科技型中小企 业，形成大中小企业融通发展的良好格局。（记者 李后祥） 近日，安徽省卫生健康委员会、安徽省工业和信息化厅、安徽省医疗保障局、安徽省药品监督管理 局联合发布安徽省首批"新质药械"产品目录，旨在加快创新医药产品推广应用，培育生物医药产业新质 生产力，推动创新成果在临床 ...

Core Insights - Heng Rui Medicine's stock price increased by 2.00% on December 19, reaching 61.20 CNY per share, with a total market capitalization of 406.197 billion CNY [1] - The company has seen a year-to-date stock price increase of 33.92%, but a decline of 3.29% in the last five trading days [1] Company Overview - Jiangsu Heng Rui Medicine Co., Ltd. is primarily engaged in the research, production, and sales of pharmaceuticals, focusing on oncology [2] - The company's product portfolio includes anti-tumor drugs, analgesics, and contrast agents, with applications across various diseases [2] - Main business revenue composition: 86.88% from product sales, 12.63% from licensing income, and 0.49% from other sources [2] Financial Performance - As of September 30, Heng Rui Medicine reported a revenue of 23.188 billion CNY for the first nine months of 2025, a year-on-year increase of 14.85% [3] - The net profit attributable to shareholders for the same period was 5.751 billion CNY, reflecting a year-on-year growth of 24.50% [3] Shareholder Information - As of September 30, 2025, the number of shareholders increased to 397,300, with an average of 16,058 circulating shares per person [3] - The company has distributed a total of 9.303 billion CNY in dividends since its A-share listing, with 3.568 billion CNY in the last three years [4] - Major shareholders include Hong Kong Central Clearing Limited and China Securities Finance Corporation, with some reductions in shareholdings noted [4]

每日｜荐读 安徽高投国泰海通健康并购基金规模5亿元，由国泰海通旗下国泰君安创新投资有限公司（简称"国泰君安创新投资"）作为基金管理人，与生物制药 龙头上海君实生物医药科技股份有限公司以及安徽省投资集团控股有限公司旗下安徽省中小企业发展二期基金有限公司、君实创业投资（海南）有限 公司等多元化资本共同设立，主要投向抗肿瘤药物、自身免疫疾病药物、内分泌与代谢疾病药物等创新药领域，把握生物制药产业发展带来的增长机 遇。 来源：国泰海通 近日，安徽高投国泰海通健康并购股权投资基金合伙企业（有限合伙）（简称"安徽高投国泰海通健康并购基金"）在中国证券投资基金业协会成功 备案，标志着基金正式进入投资阶段。 论坛： 新一批敲钟人，已在路上 荐读： 重新发现香港：科创时代的新蓝图 榜单： 全国首只AIC产业母基金来了 热文： 投资人"忙疯了" ...

Core Viewpoint - Heng Rui Medicine's stock price has shown a significant increase this year, with a 36.06% rise, indicating strong market performance despite recent fluctuations in the short term [1] Company Overview - Jiangsu Heng Rui Medicine Co., Ltd. is primarily engaged in the research, production, and sales of pharmaceuticals, focusing on oncology and covering various research areas including kinase inhibitors, antibody-drug conjugates (ADC), tumor immunology, and hormone receptor regulation [2] - The company's revenue composition includes 86.88% from product sales, 12.63% from licensing income, and 0.49% from other sources [2] - Heng Rui Medicine operates in both domestic and international markets and is classified under the pharmaceutical and biological industry, specifically in chemical pharmaceuticals and preparations [2] Financial Performance - As of September 30, Heng Rui Medicine reported a revenue of 23.188 billion yuan, representing a year-on-year growth of 14.85%, and a net profit attributable to shareholders of 5.751 billion yuan, with a year-on-year increase of 24.50% [3] - The company has distributed a total of 9.303 billion yuan in dividends since its A-share listing, with 3.568 billion yuan distributed over the past three years [4] Shareholder Information - As of September 30, 2025, the number of shareholders increased to 397,300, with an average of 16,058 circulating shares per person, a decrease of 8.21% from the previous period [3] - Major shareholders include Hong Kong Central Clearing Limited and China Securities Finance Corporation, with notable changes in their holdings [4]

Core Viewpoint - Heng Rui Medicine has experienced a continuous decline in stock price, with a total drop of 6.39% over the past six days, reflecting market concerns about its performance and potential investment risks [1]. Company Overview - Jiangsu Heng Rui Medicine Co., Ltd. is primarily engaged in the research, production, and sales of pharmaceuticals, focusing on oncology, including kinase inhibitors, antibody-drug conjugates (ADC), tumor immunology, hormone receptor regulation, DNA repair, and epigenetics [1]. - The company's product portfolio includes anti-tumor drugs, analgesics, and contrast agents, applicable in various medical fields such as autoimmune diseases, metabolic diseases, cardiovascular diseases, infectious diseases, respiratory diseases, hematological diseases, pain management, neurological diseases, ophthalmology, and nephrology [1]. - The main revenue composition of the company is 86.88% from product sales, 12.63% from licensing income, and 0.49% from other sources [1]. Fund Holdings - New沃 Fund has a significant holding in Heng Rui Medicine, with its New沃 Tongying Flexible Allocation Mixed Fund (002564) holding 4.85% of its net value in the stock, ranking it as the ninth largest holding [2]. - The fund has incurred a floating loss of approximately 5,537 yuan today, with a total floating loss of 19,900 yuan during the six-day decline [2]. Fund Manager Performance - The fund manager of New沃 Tongying Flexible Allocation Mixed Fund is Liu Tengfei, who has been in the position for nearly 3 years and 344 days, with a total fund asset size of 45.94 million yuan [3]. - During Liu's tenure, the fund has achieved a best return of 19.24% and a worst return of -50.26% [3].