Market Overview - On the first trading day of August, the A-share market experienced overall weakness, with major sectors such as oil and petrochemicals, semiconductors, and non-bank financials adjusting, leading to declines in the three major stock indices [2] - The Shanghai Composite Index closed at 3559.95 points, down 0.37%; the Shenzhen Component Index closed at 10991.32 points, down 0.17%; and the ChiNext Index closed at 2322.63 points, down 0.24% [2] - The total trading volume in the Shanghai and Shenzhen markets was 15,983 billion yuan, a decrease of over 3,300 billion yuan compared to the previous trading day [2] Solar Equipment Sector - The solar equipment sector showed strong performance, with the Shenwan Solar Equipment Index closing up 2.60%, leading all secondary industries [3] - Companies such as Jiejia Weichuang and Shuangliang Energy reached the daily limit [3] - The Ministry of Industry and Information Technology recently issued a special energy-saving inspection task list for the polysilicon industry for 2025, requiring local authorities to implement and report results by September 30 [3] - According to China International Capital Corporation (CICC), this move is aimed at optimizing the supply side of the industry and may lead to the exit of backward production capacity, particularly affecting the upstream polysilicon segment [3] Express Delivery Sector - The express delivery sector also performed actively, with the Shenwan Logistics Index rising by 1.53% [3] - Companies such as YTO Express, Shentong Express, and Yunda Holdings saw increases of over 6%, while other stocks like Debang Logistics also followed suit [3] - On July 29, the State Post Bureau held a meeting with express delivery companies to address issues related to "involution" competition and promote high-quality industry development [4] Innovative Drug Sector - The innovative drug sector remained active, with stocks like Weikang Pharmaceutical hitting a 20% daily limit, and companies such as Anglikang and Guizhou Bailin recording consecutive gains [5] - Recent announcements from companies like Haizike and Huahai Pharmaceutical regarding new drug applications have contributed to the sector's momentum [5] - According to Dongfang Securities, the global innovative drug field is shifting from "Made in China" to "Created in China," with domestic pharmaceutical companies enhancing their international competitiveness [5] Dividend and Resource Sectors - Looking ahead to August, the strategy team at Industrial Securities suggests focusing on dividend sectors and resource industries for investment opportunities [6] - Historical data indicates that the first half of August typically sees fewer companies disclosing semi-annual results, leading to a higher success rate for small-cap stocks [6] - As the month progresses and companies begin to report earnings, larger-cap stocks with earnings certainty are expected to gain more attention, particularly in resource sectors like coal and petrochemicals [6]

智通财经8月1日讯，市场全天震荡调整，三大指数小幅收跌。沪深两市全天成交额1.60万亿，较上个交易日缩量3377亿。盘面上市场热点快速轮动，个股涨 多跌少，全市场超3300家个股上涨。从板块来看，医药板块全线逆势走强，创新药概念延续强势，昂利康涨停；中药股展开补涨，维康药业涨停；光伏概念 反弹，捷佳伟创涨停；午后AI应用端活跃，智能体方向领涨，鼎捷数智涨超10%；数据要素概念走强，深桑达A涨停。下跌方面，体育概念集体调整，共创 草坪跌停。截至收盘，沪指跌0.37%，深成指跌0.17%，创业板指跌0.24% 板块方面 昨日，海思科公告称，公司创新药HSK3486（环泊酚注射液）获FDA上市许可申请受理；华海药业公告称，公司下属子公司华奥泰和华博生物的全球首款靶 向IL-17A与IL-36R的双抗药物HB0043获得国家药监局核准签发的药物临床试验许可。 不过需要注意的是，医药股内部的分化逐步加剧。今日涨幅居前的个股更多聚焦于中药、医药商业等位阶较低的细分。而如药明康德、恒瑞医药、广生堂等 趋势核心标的则陷入调整，而德展健康、翰宇药业等人气股也冲高回落留下较长上影线。预计后续资金对于医药股方向的炒作或以板块内部高 ...

盘面上，创新药行情持续扩散，低位中药全线补涨，维康药业等多股涨停；光伏、造纸、物流等"反内 卷"方向反复活跃，捷佳伟创等多股涨停；AI应用端午后反弹，多模态AI、智能体方向领涨；数据要素 概念午后异动，深桑达A涨停。下跌方面，高位人气股大幅分化，高标西藏旅游盘中一度跌停；近期强 势的算力硬件股、影视等板块持续调整，军工板块走势较弱，大消费、大金融、半导体等方向跌幅居 前。 展望后市，东方证券认为，目前中国股市已经进入中长期慢牛阶段，指数波动性降低，市场热点良性轮 转市场出现较大回撤就是低吸良机。 热门板块 1、医药股继续强势 8月1日，A股缩量调整，微盘股再崛起，市场超3300股飘红，全天成交额1.60万亿，较上个交易日缩量 3377亿。截至收盘，沪指跌0.37%，深成指跌0.17%，创业板指跌0.24%。 中国银河认为，8月份，A股市场预计将在政策预期利好、经济温和复苏、中报验证窗口等因素影响 下，呈现指数震荡缓升但波动加大的格局，结构持续分化。8月主要焦点在政策面及业绩端，考虑到A 股逐步转为增量市场，对投资者而言，最重要的是不断寻找新的在未来能够形成共识的预期差方向。 快递物流股一度冲高，申通快递、韵达 ...

8月1日，A股早盘冲高回落，三大指数集体翻绿，截至午间收盘，沪指跌0.19%，深成指跌0.15%，创业 板指跌0.16%。 中国银河认为，8月份，A股市场预计将在政策预期利好、经济温和复苏、中报验证窗口等因素影响 下，呈现指数震荡缓升但波动加大的格局，结构持续分化。8月主要焦点在政策面及业绩端，考虑到A 股逐步转为增量市场，对投资者而言，最重要的是不断寻找新的在未来能够形成共识的预期差方向。 盘面上，创新药、中药等医药股继续强势，众生药业等多股涨停；新能源赛道股走高，光伏、风电方向 领涨，捷佳伟创等多股涨停；银行板块探底回升，农业银行创历史新高；快递物流股集体走强，申通快 递、韵达股份等涨停；此外，教育、养殖、汽车等板块涨幅居前。下跌方面，大消费、军工、半导体等 方向跌幅居前。 展望后市，东方证券认为，目前中国股市已经进入中长期慢牛阶段，指数波动性降低，市场热点良性轮 转市场出现较大回撤就是低吸良机。 热门板块 1、医药股继续强势 创新药、中药等医药股继续强势，众生药业、联环药业、新天药业、福元医药、汉商集团等多股涨停。 点评：消息面上，国家邮政局近日召开快递企业座谈会，就依法依规治理行业"内卷式"竞争，强化 ...

Core Viewpoint - The innovative drug sector is experiencing a rebound after a period of adjustment, with significant gains in the Hang Seng Hong Kong Stock Connect Innovative Drug Index and notable performances from various companies [1] Group 1: Market Performance - As of 10:13, the Hang Seng Hong Kong Stock Connect Innovative Drug Index increased by 0.6% [1] - Notable stock performances include Lepu Biopharma-B up 4.5%, Ascentage Pharma-B up 4.0%, CSPC Pharmaceutical Group up 3.4%, Livzon Pharmaceutical Group up 3.1%, and CanSino Biologics up 2.7% [1] - The Hang Seng Innovative Drug ETF (159316) has seen net inflows for 13 consecutive trading days, reaching a record size of nearly 1 billion yuan [1] Group 2: Company Announcements - Haikang Pharmaceutical announced that its innovative drug HSK3486 (环泊酚注射液) has received FDA acceptance for its marketing application [1] - Huahai Pharmaceutical reported that its subsidiaries Huyao Tai and Huabo Biotech have received clinical trial approval from the National Medical Products Administration for the world's first dual-target antibody drug HB0043 targeting IL-17A and IL-36R [1] Group 3: Investment Opportunities - The achievements of innovative drug companies in China are noteworthy, indicating potential investment opportunities in the sector [1] - The Hang Seng Hong Kong Stock Connect Innovative Drug Index reflects the performance of stocks related to innovative drug research, development, and production, focusing on leading companies in the Hong Kong innovative drug market [1] - The Hang Seng Innovative Drug ETF (159316) is the first ETF tracking this index, offering high elasticity and scarcity, allowing investors to benefit from the growth of the innovative drug industry [1]

Group 1: Market Overview - The A-share market opened lower but saw a recovery, with all three major indices turning positive during the session [1] - The Shanghai Composite Index rose by 1.37 points, or 0.04%, closing at 3574.58 [2] - The Shenzhen Component Index increased by 48.46 points, or 0.44%, closing at 11058.23 [2] - The Northbound 50 Index rose by 3.77 points, or 0.27%, closing at 1426.65 [2] Group 2: Sector Movements - The polysilicon and silicon wafer sectors experienced significant upward movement, with Shuangliang Energy hitting the daily limit [5][6] - Other companies in the polysilicon sector, such as Daqo New Energy, Huamin Co., Tongwei Co., TCL Zhonghuan, and Hongyuan Green Energy, also saw notable gains [6] - The futures contract for polysilicon rose after previously declining over 4%, following the Ministry of Industry and Information Technology's release of a special energy-saving inspection task list for the polysilicon industry [7] Group 3: Innovation Drug Sector - The innovative drug sector continued to rise, with companies like Shuyou Shen, Rejing Bio, Kangchen Pharmaceutical, and Fuyuan Pharmaceutical reaching historical highs [8] - The FDA accepted the listing application for HSK3486 (环泊酚注射液) from Haishi Ke, and Huahai Pharmaceutical received approval for a dual-target drug [8] - Analysts noted that the innovative drug sector remains a core direction for the pharmaceutical industry, supported by policies and increasing global competitiveness [8] Group 4: Real Estate Sector - Dalian City Real Estate surged over 40% after announcing plans for privatization and delisting from the Hong Kong Stock Exchange [14][15] - The company proposed a buyback of shares at HKD 0.62 per share, totaling approximately HKD 29.32 billion [17] - NIO's stock rose over 9% following the launch of its new L90 model, which offers various seating configurations and competitive pricing [17] Group 5: Logistics Sector - The logistics sector saw significant gains, with companies like Shentong Express and Yunda Holdings hitting the daily limit [9][13] - The National Postal Administration held a meeting to address issues in the industry and promote high-quality development [13]

Core Viewpoint - The innovative drug concept has shown strong performance recently, with several companies experiencing significant stock price increases, indicating a positive market sentiment towards the sector [1] Group 1: Stock Performance - Companies such as Zhongsheng Pharmaceutical, Lianhuan Pharmaceutical, Xintian Pharmaceutical, and Fuyuan Pharmaceutical have reached their daily price limits [1] - Other companies like Anglikang, Rejing Bio, Kexing Pharmaceutical, and Yuekang Pharmaceutical have seen stock price increases exceeding 5% [1] Group 2: Regulatory Approvals - On July 31, Haizhi Pharmaceutical announced that its innovative drug HSK3486 (环泊酚注射液) has received acceptance for its FDA listing application [1] - On the same day, Huahai Pharmaceutical reported that its subsidiaries Huao Tai and Huabo Bio's dual-target drug HB0043, aimed at IL-17A and IL-36R, has received clinical trial approval from the National Medical Products Administration [1]

（文章来源：每日经济新闻） 每经AI快讯，7月31日，海思科(002653.SZ)公告称，公司于7月30日收到美国食品药品监督管理局 （FDA）下发的受理通知，HSK3486（环泊酚注射液）新药上市申请（NDA）符合药品注册的有关要 求，决定予以受理。HSK3486是公司自主研发的1类静脉麻醉药物，于2020年12月国内获批上市。FDA 本次受理是海思科创新药研发迈向国际的关键一步，若成功上市，将为全球患者带来更安全、更高效的 麻醉镇静新选择。 ...