10月15日，市场早间冲高回落，随后再度翻红。截至午间收盘，沪指涨0.1%，深成指平盘，创业板指 涨0.22%。市场半日成交额超1.28万亿。 盘面上热点较为杂乱，整体高低切换，主要集中在医药、国产软件、消费等方向。利好刺激下国产软件 概念股反弹。创新药板块表现活跃，昂利康涨停，亚太药业2连板，广生堂20cm涨停。下跌方面，导体 板块出现明显分歧，至纯科技跌停。 国产软件概念逆势走强 10月15日，国产软件概念震荡拉升，久其软件、格尔软件双双涨停，品茗科技涨15%，浩辰软件、华大 九天、信安世纪等多股跟涨。 消息面上，新凯来子公司武汉启云方科技有限公司（下称"启云方"）在2025湾区半导体产业生态博览会 （湾芯展）上发布两款拥有完全自主知识产权的国产电子工程EDA（原理图和PCB)设计软件。 多股涨停 近期持续回调的创新药概念回暖。广生堂20CM涨停，联环药业、昂利康等多股涨停，振东制药、前沿 生物等跟涨。 消息面上，恒瑞医药多款注射剂药物临床试验获批。10月13日，恒瑞医药发布公告称，公司子公司苏州 盛迪亚生物医药有限公司、上海恒瑞医药有限公司、上海盛迪医药有限公司收到国家药品监督管理局核 准签发关于注射用 ...

10月15日，市场早间冲高回落，随后再度翻红。截至午间收盘，沪指涨0.1%，深成指平盘，创业板指涨0.22%。市场半日成交额超1.28万亿。 | *ST东通 | 2.36 +8.26% +14.01% | | --- | --- | | 创 300379 | | | 浩辰软件 | 59.10 +7.42% +6.68% | | ■ 688657 | | | 经纬恒润-W | 126.00 +6.67% -5.97% | | 註 688326 | | | 信安世纪 | 14.84 +6.61% +0.61% | | ■ 688201 | | | 吉大正元 | 25.64 +5.51% +4.53% | | 003029 | | | 华大九天 | 177 10 LEALO/ LE ZOO/ | 盘面上热点较为杂乱，整体高低切换，主要集中在医药、国产软件、消费等方向。利好刺激下国产软件概念股反弹。创新药板块表现活跃，昂利康涨停， 亚太药业2连板，广生堂20cm涨停。下跌方面，导体板块出现明显分歧，至纯科技跌停。 国产软件概念逆势走强 10月15日，国产软件概念震荡拉升，久其软件、格尔软件双双涨停，品茗科技涨15%， ...

Market Overview - On October 15, the market experienced fluctuations, with the Shanghai Composite Index rising by 0.1%, the Shenzhen Component Index remaining flat, and the ChiNext Index increasing by 0.22%. The half-day trading volume exceeded 1.28 trillion yuan [1]. Sector Performance - The market showed a mixed performance with notable activity in sectors such as pharmaceuticals, domestic software, and consumer goods. The domestic software sector rebounded strongly, with stocks like Jiuqi Software and Geer Software hitting the daily limit. The innovative drug sector also saw significant gains, with stocks like Angli Kang and Yatai Pharmaceutical reaching their daily limits [2][4]. Domestic Software Sector - The domestic software sector saw a notable rise, with Geer Software and Jiuqi Software both hitting the daily limit. Other companies like Pinming Technology and Haocen Software also experienced substantial increases, with Haocen Software rising by 15% [2][3]. EDA Software Development - The launch of two domestically developed EDA (Electronic Design Automation) software products by Wuhan Qiyunfang Technology Co., a subsidiary of Xinkailai, is seen as a milestone for China's semiconductor and electronic software autonomy. The domestic EDA market currently has a localization rate of less than 20%, dominated by overseas giants. The new products reportedly improve performance by 30% and reduce hardware development cycles by 40% [4]. Innovative Drug Sector - The innovative drug sector showed strong performance, with several stocks reaching their daily limits. Notable mentions include Guangsheng Tang, which rose by 20%, and Shutaishen, which increased by 14.4% [5][7]. - Recent approvals for clinical trials of multiple injectable drugs by Heng Rui Pharmaceutical are expected to boost the sector. Analysts suggest that the recent market pullback in pharmaceuticals presents a buying opportunity, with expectations of a recovery in innovative drug research and development [7]. Investment Outlook - Analysts remain optimistic about the long-term growth of the innovative drug sector, highlighting the trend of innovative drugs entering overseas markets. The end of the year is anticipated to see a surge in business development (BD) activities, which could lead to significant opportunities for investors [7].

10月15日，近期持续回调的创新药概念回暖。相关ETF中，创新药ETF天弘（517380）盘中最高涨近 2%，现涨1.14%，盘中现溢价交易。成分股中，博腾股份涨超7%，药明合联、荣昌生物均涨超5%，华 东医药、科兴制药等跟涨。 此外，生物医药ETF（159859）截至发稿涨1.19%，成交额近7000万元，暂居同标的产品首位。 消息面上，恒瑞医药多款注射剂药物临床试验获批。10月13日，恒瑞医药发布公告称，公司子公司苏州 盛迪亚生物医药有限公司、上海恒瑞医药有限公司、上海盛迪医药有限公司收到国家药品监督管理局核 准签发关于注射用SHR—A2102、阿得贝利单抗注射液、注射用SHR—1802的《药物临床试验批准通知 书》，将于近期开展临床试验。具体为注射用SHR—A2102联合阿得贝利单抗联合SHR—1802在晚期实 体肿瘤受试者中的安全性、耐受性及有效性的多中心、开放ⅠB/Ⅱ期临床研究。 招银国际指出，近期，医药板块略有回调，我们认为这将带来抄底机会：由于资本市场融资复苏、创新 药出海交易规模上涨，国内创新药研发需求出现回暖。叠加美国降息，CXO行业有望在2H25E迎来业绩 修复。此外，建议投资人关注已授权 ...

北京商报讯（记者 王寅浩 实习记者 宋雨盈）10月13日，恒瑞医药发布公告称，公司子公司苏州盛迪亚 生物医药有限公司、上海恒瑞医药有限公司、上海盛迪医药有限公司收到国家药品监督管理局核准签发 关于注射用SHR—A2102、阿得贝利单抗注射液、注射用SHR—1802的《药物临床试验批准通知书》， 将于近期开展临床试验。具体为注射用SHR—A2102联合阿得贝利单抗联合SHR—1802在晚期实体肿瘤 受试者中的安全性、耐受性及有效性的多中心、开放ⅠB/Ⅱ期临床研究。 公告显示，注射用SHR—A2102为公司自主研发且具有知识产权的靶向Nectin—4的抗体药物偶联物 （ADC），其有效载荷是拓扑异构酶Ⅰ抑制剂（TOP1i）。注射用SHR—1802为公司自主研发的人源化 单克隆抗体，可激活和促进抗肿瘤T细胞应答，发挥抗肿瘤作用。阿得贝利单抗注射液是公司自主研发 的人源化抗PD—L1单克隆抗体，能通过特异性结合PD—L1分子从而阻断导致肿瘤免疫耐受的PD— 1/PD—L1通路，重新激活免疫系统的抗肿瘤活性，从而达到治疗肿瘤的目的。 ...