来源：智通财经网 公司此前表示，本次医保谈判结果有助于公司进一步提高轩悦宁在患者中的可负担性和可及性，有利于 进一步推动该药物的市场推广、提升销售规模，对公司的长期经营发展具有积极影响。公司将积极配合 推进医保政策落地，持续推进医院准入工作、拓展核心市场及扩大市场的覆盖，以期不断提升患者的用 药可及性。 轩竹生物-B(02575)早盘涨超6%，截至发稿，涨2.36%，报52.05港元，成交额299.05万港元。 消息面上，2026年1月1日，吡洛西利国家医保正式执行！2025年12月7日，国家医疗保障局公布2025年 国家医保药品目录调整结果，轩竹生物自主研发的1类创新药、CDK4/6抑制剂吡洛西利片成功纳入目 录，为晚期乳腺癌患者带来医保报销新福利。 ...

公司此前表示，本次医保谈判结果有助于公司进一步提高轩悦宁在患者中的可负担性和可及性，有利于 进一步推动该药物的市场推广、提升销售规模，对公司的长期经营发展具有积极影响。公司将积极配合 推进医保政策落地，持续推进医院准入工作、拓展核心市场及扩大市场的覆盖，以期不断提升患者的用 药可及性。 责任编辑：卢昱君 轩竹生物-B（02575）盘中涨超6%，截至发稿，股价上涨4.33%，现报53.05港元，成交额330.84万港 元。 2026年1月1日，吡洛西利国家医保正式执行！2025年12月7日，国家医疗保障局公布2025年国家医保药 品目录调整结果，轩竹生物自主研发的1类创新药、CDK4/6抑制剂吡洛西利片成功纳入目录，为晚期乳 腺癌患者带来医保报销新福利。 公司此前表示，本次医保谈判结果有助于公司进一步提高轩悦宁在患者中的可负担性和可及性，有利于 进一步推动该药物的市场推广、提升销售规模，对公司的长期经营发展具有积极影响。公司将积极配合 推进医保政策落地，持续推进医院准入工作、拓展核心市场及扩大市场的覆盖，以期不断提升患者的用 药可及性。 责任编辑：卢昱君 热点栏目 自选股 数据中心 行情中心 资金流向 模拟交易 ...

消息面上，2026年1月1日，吡洛西利国家医保正式执行！2025年12月7日，国家医疗保障局公布2025年 国家医保药品目录调整结果，轩竹生物自主研发的1类创新药、CDK4/6抑制剂吡洛西利片成功纳入目 录，为晚期乳腺癌患者带来医保报销新福利。 公司此前表示，本次医保谈判结果有助于公司进一步提高轩悦宁在患者中的可负担性和可及性，有利于 进一步推动该药物的市场推广、提升销售规模，对公司的长期经营发展具有积极影响。公司将积极配合 推进医保政策落地，持续推进医院准入工作、拓展核心市场及扩大市场的覆盖，以期不断提升患者的用 药可及性。 轩竹生物-B(02575)早盘涨超6%，截至发稿，涨2.36%，报52.05港元，成交额299.05万港元。 ...

Market Overview - The Hang Seng Index rose by 1.36%, gaining 347 points to close at 25,878 points, while the Hang Seng Tech Index increased by 1.45%. The early trading volume in Hong Kong reached HKD 106.5 billion [1]. Electric Equipment Sector - Electric equipment stocks showed strength in early trading, with optimism regarding power market demand due to potential benefits from overseas AIDC construction. Harbin Electric (01133) surged over 10%, Dongfang Electric (01072) rose by 7.76%, and Shanghai Electric (02727) increased by 7.44% [1]. Technology and Expansion - Cambridge Technology (06166) saw a rise of over 8% as it plans to invest approximately USD 100 million to expand its U.S. subsidiary CIG [2]. - SUTENG (02498) increased by over 6% ahead of CES 2026, marking its tenth consecutive year of participation [3]. Consumer Sector - Consumer concept stocks experienced gains following favorable signals from the Central Economic Work Conference. Jiumaojiu (09922) rose over 4%, Haidilao (06862) increased by 2.7%, and Chabaidao (02555) gained 4.5% [3]. - Guoquan (02517) rose over 3%, with long-term market expansion in the "home meal" sector being a significant catalyst [4]. Biopharmaceutical Sector - Xuan Bamboo Bio-B (02575) surged over 21%, reaching a new high as its product Xuan Yuening was included in the medical insurance directory, with two tumor products expected to receive approval within the year [5]. - Zhaoyan New Drug (06127) increased by over 14%, benefiting from rising prices and shortages of experimental monkeys, indicating potential marginal improvements for CROs [6]. Agricultural Sector - Yituo Co., Ltd. (00038) rose over 8%, with a cumulative increase of over 20% in the past three days, indicating significant potential for growth in overseas revenue [7]. Entertainment Sector - Ocean Park (02255) rebounded over 4%, clarifying that it does not bear any repayment or guarantee obligations related to financial products associated with shareholders [8]. Other Notable Movements - Jinjie Holdings (03918) declined by 0.59%, with the Chinese embassy in Cambodia advising citizens to enhance safety precautions at the Cambodia-Thailand border [9].

Group 1 - Xuan Bamboo Bio-B (02575) surged over 22.09% after announcing that its innovative drug Xuan Yue Ning was included in the national basic medical insurance drug list [1] - Zhaoyan New Drug (06127) rose over 13.4% as the price of crab-eating macaques exceeded 100,000 yuan, with reports indicating a supply shortage and prices reaching 120,000 to 130,000 yuan [1] - Domestic property stocks saw a broad increase, with Rongxin China (03301) up 5.26%, Shimao Group (00813) up 1.45%, and others, following the Central Economic Work Conference that outlined key tasks for the economy next year [1] Group 2 - Haidilao (06862) increased over 2.5% as it announced the internal testing phase for its first large-scale hot pot restaurant in Guangzhou [1] - Sutech Juchuang (02498) rose over 6.26% ahead of the International Consumer Electronics Show (CES) scheduled for January 6-9, 2026, in Las Vegas [1] - Consumer concept stocks mostly advanced, with notable increases in Jiumaojiu (09922) by 3.61% and others, following the Central Economic Work Conference emphasizing domestic demand [2] Group 3 - Yituo Co., Ltd. (00038) surged over 8%, with a cumulative increase of over 20% in three trading days, as Goldman Sachs highlighted its favorable position in China's agricultural modernization [2] - Jin Jie Holdings (03918) fell nearly 2% amid ongoing border conflicts between Cambodia and Thailand, prompting safety advisories for Chinese citizens [2] - Smoore International (06969) dropped nearly 3% after British American Tobacco (BTI.US) provided a weak earnings outlook due to regulatory pressures in the U.S. e-cigarette market [2] Group 4 - Zijin Mining (02899) rose over 3% following remarks at the 2025 China International Gold Market Annual Conference about new opportunities for the gold industry in the Hainan Free Trade Port [3][4] - Lumexa Imaging (LMRI.US) debuted on the U.S. stock market with an opening increase of over 1.6%, providing outpatient imaging services across 13 states [5] - Rare earth stocks strengthened, with Perpetua Resources (PPTA.US) up 13.42% after announcing a partnership to enhance domestic mineral processing capabilities [5] Group 5 - Bitcoin-related stocks showed mixed results as Bitcoin fell below 90,000 yuan, with Coinbase (COIN.US) down 2.21% and others experiencing slight changes [6] - Space-related stocks surged, with Planet Labs PBC (PL.US) up 35.01% after reporting a 33% year-over-year revenue increase [7] - Disney (DIS.US) saw a 2.42% increase after announcing a $1 billion investment in OpenAI, allowing the use of its IP for AI-generated video content [7]

Core Viewpoint - XuanZhu Bio-B (02575) shares surged over 20%, reaching a new high of 93.05 HKD, driven by the inclusion of its innovative drug XuanYueNing in the national basic medical insurance drug list, enhancing affordability and accessibility for patients [1] Group 1: Company Developments - XuanZhu Bio-B's stock price increased by 19.51%, trading at 92.5 HKD with a transaction volume of 18.7759 million HKD at the time of reporting [1] - The recent announcement regarding XuanYueNing's inclusion in the national insurance list is expected to positively impact the drug's market promotion and sales scale, contributing to the company's long-term operational development [1] Group 2: Industry Insights - The pharmaceutical industry is witnessing a return to product strength, with XuanZhu Bio-B set to receive approvals for two new oncology drugs by 2025, marking a significant realization of its innovative value [1] - The drug Pirlosilib is strategically positioned in the breast cancer market with differentiated indications, while Dirocetam offers high intracranial penetration and over 91% IC-ORR, addressing unmet needs in brain metastasis treatment [1] - Together with Annelaz Sodium, these products form a "three-horse" commercial framework that lays a solid foundation for the company's long-term growth [1]

Core Viewpoint - XuanZhu Bio-B (02575) shares surged over 20%, reaching a new high of HKD 93.05, driven by the inclusion of its innovative drug XuanYueNing in the national basic medical insurance drug list, enhancing affordability and accessibility for patients [1] Group 1: Company Developments - The recent announcement regarding XuanYueNing's inclusion in the national basic medical insurance drug list is expected to positively impact the company's long-term operational development by promoting market penetration and increasing sales scale [1] - The company is set to achieve significant milestones with two new oncology drugs expected to be approved by 2025, which will solidify its innovative value in the pharmaceutical industry [1] Group 2: Product Insights - The oncology drug Piroxil is strategically positioned in the breast cancer market with a differentiated indication, while Dirocizumab offers high intracranial penetration and over 91% IC-ORR, addressing a gap in brain metastasis treatment [1] - Together with Anailaz Sodium, these products form a "three-horsepower" commercial framework that lays a solid foundation for the company's long-term growth [1]

Core Viewpoint - Xuan Bamboo Biotech-B (02575) saw its stock price increase by over 20%, reaching a new high of 93.05 HKD, driven by the inclusion of its innovative drug Xuan Yuen Ning in the national basic medical insurance drug list, enhancing affordability and accessibility for patients [1][1]. Company Developments - The recent announcement regarding Xuan Yuen Ning's inclusion in the national basic medical insurance drug list is expected to positively impact the company's long-term operational development by promoting market penetration and increasing sales scale [1][1]. - The company is positioned to benefit from the approval of two new oncology drugs by 2025, which are critical for realizing its innovative value [1][1]. Product Insights - The oncology drug pipeline includes Pirlosil with a differentiated indication targeting breast cancer, and Diroak, which offers high intracranial penetration and over 91% IC-ORR, addressing a gap in brain metastasis treatment [1][1]. - These products, along with Annelazole Sodium, form a "three-horse" commercial framework that lays a solid foundation for the company's long-term growth [1][1].

Core Viewpoint - XuanZhu Bio-B (02575) saw its stock price rise over 5%, reaching a high of 71.9 HKD, approaching its historical peak of 72 HKD, driven by the inclusion of its innovative drug, Pyrocilin, in the national basic medical insurance drug list [1] Group 1: Stock Performance - The stock price of XuanZhu Bio-B increased by 4.42%, trading at 70.8 HKD with a transaction volume of 22.02 million HKD [1] Group 2: Drug Approval and Market Impact - Pyrocilin, a new CDK2/4/6 inhibitor, has shown strong efficacy in inhibiting tumor cell proliferation and was approved by the National Medical Products Administration of China for specific types of advanced or metastatic breast cancer patients in May 2025 [1] - The inclusion of Pyrocilin in the national basic medical insurance directory is expected to enhance its affordability and accessibility for patients, thereby promoting market expansion and sales growth for XuanZhu Bio-B [1] - Two approved indications for Pyrocilin have been included in the 2025 national basic medical insurance directory, and an application for its use in combination with aromatase inhibitors for first-line treatment is currently under review [1]

Core Viewpoint - Xuan Zhu Bio-B (02575) saw its stock price rise over 5%, reaching a high of 71.9 HKD, approaching its historical peak of 72 HKD, following the inclusion of its innovative drug, Xuan Yue Ning, in the national basic medical insurance drug list [1] Group 1: Stock Performance - The stock price of Xuan Zhu Bio-B increased by 4.42%, trading at 70.8 HKD with a transaction volume of 22.02 million HKD [1] Group 2: Drug Approval and Market Impact - The inclusion of Xuan Yue Ning in the national basic medical insurance drug list is expected to enhance the affordability and accessibility of the drug for patients, thereby promoting its market sales and positively impacting the long-term operational development of Xuan Zhu Bio [1] - Pyridostatin tablets, a new type of CDK2/4/6 inhibitor, have shown strong efficacy in inhibiting tumor cell proliferation and were approved by the National Medical Products Administration of China for specific types of advanced or metastatic breast cancer patients in May 2025 [1] - The two approved indications for Pyridostatin tablets have been included in the 2025 national basic medical insurance directory, and an application for the first-line treatment indication in combination with aromatase inhibitors is currently under review [1]