[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. ...

"同一天获批三款创新药！"5月29日晚间，恒瑞医药（600276.SH，股价54.74元，市值3614.77亿元）相 关人士在朋友圈连发三条朋友圈，庆祝当天公司获批的三款1类创新药。 当天，国家药监局公布了近日获批上市的11款创新药。 创新药景气度不断提升，资本市场热情高涨。5月30日，恒生医药ETF近1年净值上涨47.76%。恒生医药 ETF（159892）盘中创阶段性新高，个股方面，百利天恒（688506.SH，股价301.18元，市值1207.73亿 元）报收301.18元/股，创历史新高，舒泰神、海南海药、科兴制药等延续近日上涨行情。 交银国际指出，2025年美国临床肿瘤学会（ASCO）年会召开在即（5月30日至6月3日）。"2025 ASCO 摘要"中，中国创新药入选数量再创新高，印证中国创新药企研发竞争力实现跨越式突破，国际影响力 日渐提高。 11款创新药近期获批上市，恒瑞医药"一键三连" 5月29日，恒瑞医药单日获批3款药物的消息，在医药圈"刷屏"。 获批的三款药物（疗法）为注射用磷罗拉匹坦帕洛诺司琼（商品名：瑞坦宁）、自主研发的HER2 ADC （抗体偶联药物）、1类新药注射用瑞康曲妥珠单抗（ ...

Group 1 - Guangyang Co., Ltd. has decided to terminate the plan to acquire 100% equity of Ningbo Yinqiu Technology Co., Ltd. and will resume trading on May 30, 2025 [1] - Longjing Environmental Protection plans to invest 75.075 million yuan to acquire 20% equity in Zhejiang Jitai Intelligent Technology Co., Ltd. [1] - Fengmao Co., Ltd. intends to invest up to 1.5 billion yuan to establish an automotive parts production base in Jiaxing [2] Group 2 - JinkoSolar has received a government subsidy of 98 million yuan [2] - Huayuan Real Estate has completed the registration of its name change to "Huayuan Holdings," effective June 5, 2025 [2][3] - Haisen Pharmaceutical's general manager plans to reduce his stake by 0.97% of the company's total shares [4][5] Group 3 - Shandong Highway plans to issue bonds not exceeding 8 billion yuan [6] - Mengguli's shareholders plan to collectively reduce their stake by up to 5% [7] - Yihua Tong has terminated its fuel cell comprehensive testing evaluation center project, originally planned for 220 million yuan [9] Group 4 - Ouma Software is the first candidate for the banking industry association's professional qualification examination service project, with a bid of 39.90 yuan per subject [11] - ST Dehao's subsidiary plans to invest 50 million yuan in an automotive LED packaging project [11] - Shuanglin Co., Ltd. plans to raise no more than 1.5 billion yuan through a private placement [12] Group 5 - Huaci Co., Ltd. plans to raise no more than 700 million yuan for the ASEAN Ceramic Valley project [13] - Aisi Kai intends to sign a procurement framework agreement for ceramic 3D printers, not exceeding 7.5 million yuan [14] - Baolingbao's major shareholder plans to reduce their stake by up to 3% [15] Group 6 - Heng Rui Pharmaceutical's subsidiary has received conditional approval for the launch of a class 1 innovative drug for lung cancer treatment [16][17] - *ST Jinguang is facing delisting due to continuous false reporting in annual reports from 2020 to 2023 [18] - Guangxi Broadcasting plans to swap 100% equity of Guangdian Technology for 51% equity of Jiaoke Group, with both assets valued at 1.411 billion yuan [19][20] Group 7 - ST Ruike's stock will be delisted from risk warnings and will change its name to "Guorui Technology" effective June 3, 2025 [21][22]