Group 1: Nipah Virus Outbreak in India - The recent Nipah virus outbreak in West Bengal, India, has led to 5 confirmed cases, including healthcare workers [1] - Nipah virus is a zoonotic virus that can be transmitted from infected animals to humans, with symptoms including acute respiratory infection and fatal encephalitis [1] Group 2: Company Responses and Developments - Wanfu Bio has launched various Nipah virus nucleic acid test kits, adaptable to their U-CardDx 200 platform and other PCR systems, to meet screening and detection needs [1] - Shengxiang Bio has developed a Nipah virus nucleic acid test kit based on fluorescence PCR technology, with CE certification and a focus on rapid response to public health events [2] - Capbio emphasizes the importance of their Nipah virus test kit for global quarantine and disease control efforts, highlighting its precise detection capabilities [2] - Zhijiang Bio's Nipah virus PCR test kit offers higher sensitivity and accuracy, aiming to shorten the diagnosis window [2] - Da'an Gene has created a Nipah virus nucleic acid test kit with a sensitivity of 200 copies/mL, reducing the risk of false negatives [2] Group 3: Research on Treatment - Research teams from the Wuhan Institute of Virology and Shanghai Institute of Materia Medica have confirmed that the oral nucleoside drug VV116 shows significant antiviral activity against Nipah virus [3] Group 4: Clarifications from Companies - Hualan Biological has clarified that it does not have any products related to Nipah virus, focusing instead on human vaccine manufacturing for influenza [4] - Companies such as Jindike, Yirui Bio, and Renhe Pharmaceutical have publicly stated they do not have any Nipah virus-related products [4]

Group 1: Nipah Virus Outbreak - The Nipah virus outbreak in West Bengal, India has confirmed 5 cases, with nearly 100 individuals under observation [1] - Neighboring countries like Thailand and Nepal have increased health screening measures for travelers from India [1] - The World Health Organization (WHO) states that Nipah virus is zoonotic and can be transmitted from infected animals to humans, with symptoms including acute respiratory infections and fatal encephalitis [1] Group 2: VV116 Drug Development - VV116 is an oral nucleoside drug with broad-spectrum antiviral potential, developed by Wangshan Wangshui and Junshi Biosciences [2][4] - Recent research published in the journal Emerging Microbes & Infections confirms that VV116 shows significant antiviral activity against the Nipah virus, providing new hope for treatment [1][6] - The drug has previously been approved for COVID-19 treatment in China and Uzbekistan, and its commercialization has significantly contributed to the company's revenue [4] Group 3: Market Response and Stock Performance - Following the announcement of VV116's potential against Nipah virus, Wangshan Wangshui's stock rose by 10.9%, reaching a new high since its listing in November 2025 [2] - Other companies in the IVD sector, such as Kaipu Bio and Da'an Gene, have also seen stock price increases due to their development of Nipah virus detection kits [9] - The market sentiment towards high-pathogenic virus detection has intensified, with multiple diagnostic companies reporting stock price gains [9] Group 4: Clinical and Regulatory Developments - VV116 has shown potential in animal models to improve survival rates against Nipah virus infections, indicating its possible use as a preventive treatment for high-risk populations [6] - The Chinese government has included Nipah virus in its health quarantine regulations, emphasizing the importance of rapid laboratory diagnostics for outbreak control [8] - Several companies have developed and announced their Nipah virus detection technologies, enhancing the diagnostic capabilities in response to the outbreak [8][9]

Group 1 - The Nipah virus outbreak in West Bengal, India has confirmed 5 cases with nearly 100 people under observation, prompting neighboring countries like Thailand and Nepal to enhance health screening for travelers from India [1] - The World Health Organization (WHO) classifies the Nipah virus as a high-priority regional threat due to its high mortality rate of 40%-70% and the absence of approved vaccines or treatments [4][11] - The research team from Wuhan Institute of Virology has published findings indicating that the oral nucleoside drug VV116 shows significant antiviral activity against the Nipah virus, providing new hope for treatment [2][8] Group 2 - VV116, developed by Wangshan Wangshui and Junshi Biosciences, has shown potential against various RNA viruses, including the Nipah virus, and has been approved for COVID-19 treatment in China and Uzbekistan [7][8] - Following the announcement of VV116's efficacy against the Nipah virus, shares of Wangshan Wangshui surged by 10.9%, reaching a new high since its listing in November 2025 [4][5] - The market response to the Nipah virus outbreak has led to significant stock price increases for several companies involved in diagnostic testing, with companies like Kaipu Biological and Da'an Gene reporting substantial gains [12][13]

Market Overview - The Shanghai Composite Index, Shenzhen Component Index, and ChiNext Index closed up by 0.18%, 0.09%, and 0.71% respectively, with over 3,400 stocks declining and more than 1,900 stocks rising, totaling a trading volume of over 2.9 trillion [4]. Storage Sector - The storage chip sector experienced a significant rally, with Dongxin Technology and Huada Technology hitting the daily limit, while Puran Technology, Hengsuo Technology, and Jingzhida rose over 10%. Memory and flash memory prices increased by 4.27% and 3.92% respectively [7][8]. - The surge in the storage sector was attributed to a "breaking news" regarding SK Hynix's exclusive supply of HBM3E chips to Microsoft's Maia 200, which is expected to drive demand [8][9]. Nipah Virus Impact - The Nipah virus gained attention, leading to a rebound in related stocks. The market reaction was mixed, with some viewing the virus as a significant threat while others downplayed its impact, comparing it to previous outbreaks like Ebola [11][12]. - Stocks such as Da'an Gene and Cap Bio experienced significant volatility, with Cap Bio achieving a two-day limit up. However, other related stocks like Shuoshi Bio and New Ganges saw substantial declines [14][20]. - A report from the Wuhan Institute of Virology indicated that the oral nucleoside drug VV116 showed high efficacy against the Nipah virus, which positively impacted related stocks like Junshi Biosciences [16][17]. ETF Activity - The market saw a rapid decline in the three major indices, with a strong overall loss effect. However, a rebound occurred in the afternoon, coinciding with increased trading volumes in ETFs such as the CSI 1000 ETF and the SSE 50 ETF, suggesting a potential correlation between ETF activity and market performance [23]. Tian Di Online - Tian Di Online opened lower but quickly rebounded to hit the daily limit, marking its second consecutive limit up. The stock has surged nearly 50% over the past seven trading days, driven by its association with the live-streaming concept linked to Li Yapeng [26][27].

每经编辑｜吴永久 周二，PCD金刚石钻针、玻璃基板、燃气轮机等板块涨幅居前。截至收盘，沪指涨0.18%，收报4139.90点。沪深京三市成交额29217亿元，较周一缩量 3593亿元。 消息面上，中国科学院武汉病毒研究所发现口服核苷类药物VV116对尼帕病毒具有显著的抗病毒活性，为这一高致死性新发传染病的防治带来新希望。 在此消息刺激下，港股旺山旺水逆势上涨，截至收盘，公司股价收涨11%。同时，港股君实生物、先声药业，A股君实生物-U跟涨。 由每日经济新闻App举办的掘金大赛第82期比赛于1月19日开始，目前多位选手跑步入场，优秀选手抓住了贵金属板块的大涨行情。比赛报名时间为1月17 日到1月30日，比赛时间为1月19日到1月30日。大赛为模拟炒股，模拟资金50万元。每期比赛结束，正收益就获现金奖励！报名就拿福利！冲刺月度积分 王大奖！ 每期比赛的税前现金奖励为：第1名奖励688元，第2~4名奖励188元/人，第5~10名奖励88元/人，其余正收益选手均分500元正收益奖。月度积分王的税前 现金奖励为：第1名奖励888元，第2~4名奖励288元/人，第5~10名奖励188元/人，第11~30名奖励68元/人， ...

Group 1 - The core viewpoint of the news highlights a recent pullback in the biopharmaceutical sector, with the Huatai-PineBridge Biopharmaceutical ETF (159839) declining by 2.08% while maintaining high trading volume, with nearly 600 million yuan in transactions for the day [1][4] - The ETF has seen continuous inflows, with a net subscription of over 54 million shares today and a total of over 73 million yuan in the last 10 days [1] - The ETF tracks the Guozheng Biopharmaceutical Index, which includes sectors such as CXO, vaccines, chemical drugs, blood products, and medical aesthetics, with the vaccine sector currently accounting for 15.1% of the index [6] Group 2 - A significant research breakthrough was reported by the Wuhan Institute of Virology, confirming that the oral nucleoside drug VV116 shows significant antiviral activity against the Nipah virus, providing new hope for the prevention and treatment of this high-mortality emerging infectious disease [3] - The biopharmaceutical ETF's major component stocks mostly experienced declines, with Watson Bio and Zhi Fei Bio dropping over 6%, while Sanofi Biopharma saw an increase of over 10% [4][5] - The latest performance forecast from Sanofi Biopharma indicates an expected net profit of approximately 2.9 billion yuan for 2025, representing a year-on-year growth of 311.35% [4] Group 3 - Data from Guoxin Securities indicates a decrease in pharmaceutical holdings among funds, with the overall pharmaceutical holding ratio at 7.97%, down by 1.71 percentage points from the previous quarter [7] - The largest sub-sector in pharmaceutical holdings is chemical preparations and other biological products, while the internet pharmacy and other biological products saw the most significant decline in holdings [9] - The JPM 2026 conference highlighted the acceleration of internationalization among Chinese pharmaceutical companies, with significant technological breakthroughs in areas such as ADC and GLP-1, leading to increased global competitiveness [10][11]

↑点击上面图片 加雪球核心交流群 ↑ A股三大指数今日集体上涨，截止收盘，沪指涨0.18%，收报4139.90点；深证成指涨0.09%，收报14329.91点；创业板指涨0.71%，收报3342.60点。 沪深京三市成交额29215亿元，较上日缩量3592亿元，三市超1900只个股飘红。 | | | | 买2 | 153.22 | 5.4万 | | --- | --- | --- | --- | --- | --- | | | | | 买3 | 153.20 | 267 | | | | | 24 | 153.18 | 1.0万 | | | | | 买5 | 153.17 | 200 | | | | | | 明细 ▲ | | | 102.15 | | -20.00% 14:56 | | 153.23 | 200 | | 成交额 | 64.08亿 盘后: 68647 | | 14:56 | 153.23 | 2200 | | 4.67亿 | | K | 14:56 | 153.23 | 200 | | | | 7 | | | | | | | | 15:00 | 153.23 | 5.0万 | | | | | 15 ...

Market Overview - The Hong Kong stock market showed a positive trend with the Hang Seng Index rising over 1%, closing at 27,126.95 points, an increase of 1.35% or 361.43 points, with a total turnover of 254.37 billion HKD [1] - The Hang Seng China Enterprises Index increased by 1.07% to 9,244.88 points, while the Hang Seng Tech Index rose by 0.5% to 5,754.72 points [1] Blue-Chip Stocks Performance - China Life (02628) led the blue-chip stocks, rising by 5.97% to 34.1 HKD, contributing 22.99 points to the Hang Seng Index [2] - A report from Citigroup anticipates a historic opportunity for life insurance stocks due to wealth reallocation, as retail investors seek higher reinvestment yields [2] - Other notable blue-chip performances include AIA (01299) up 4.09%, CSPC Pharmaceutical (01093) up 3.54%, while Hang Lung Properties (00101) and Hansoh Pharmaceutical (03692) faced declines of 4.51% and 4.37% respectively [2] Sector Highlights Technology Sector - Major tech stocks mostly rose, with Alibaba increasing nearly 3% and Tencent rising over 1% [3] - AI-related stocks saw significant gains, with MINIMAX surging by 26.48% and Kingsoft Cloud up by 9.74% [3][4] Insurance Sector - The insurance sector performed well, with China Life and AIA showing strong gains [5] - Reports indicate that 80% of new insurance policies this year are dividend insurance, reflecting strong demand for wealth management products [5] Precious Metals Sector - The precious metals sector experienced a downturn, with several stocks like Zhenfeng Gold and China Silver Group declining significantly [6][7] Notable Corporate Developments - Zijin Mining announced a major acquisition of Canadian company United Gold for 5.5 billion CAD (approximately 28 billion RMB), which will expand its asset base significantly [8] - Harbin Electric (01133) projected a net profit of approximately 2.65 billion RMB for the fiscal year 2025, a substantial increase from 1.686 billion RMB in the previous year [11] - Ying Si Intelligent (03696) entered a strategic cooperation agreement with Qilu Pharmaceutical for drug development, valued at over 931 million HKD [10]

消息面上，2026年1月，印度西孟加拉邦及周边地区再次出现疫情，已有死亡病例，近百名密切接触者被隔离。近期，中国科学院武汉病毒 研究所肖庚富/张磊砢研究员团队、单超研究员团队联合上海药物研究所、旺山旺水生物医药股份有限公司胡天文博士在国际期刊Emerging Microbes & Infections上发表了题为"The oral nucleoside drug VV116 is a promising candidate for treating Nipah virus infection"的重要研究成果， 证实口服核苷类药物VV116对尼帕病毒具有显著的抗病毒活性，为这一高致死性新发传染病的防治带来新希望。该成果首次证实VV116对尼 帕病毒的治疗潜力，不仅可作为医护人员、实验室工作者等高危人群的预防性用药，更可为应对当下和未来的尼帕病毒疫情提供了一个现成 的药物选择。 医药ETF（159929）标的指数热门成分股多数飘绿：沃森生物、智飞生物跌超6%，以岭药业跌超5%，恒瑞医药、迈瑞医疗跌超1%。上涨方 面，三生国健大涨超10%，君实生物-U涨超9%。 消息面上，1月26日，三生国健发布2025年年度业绩 ...

Core Viewpoint - The A-share pharmaceutical sector has gained renewed investor interest due to the resurgence of COVID-19 cases in India, leading to fluctuations in the Chinese medicine ETF (560080) and notable stock performance among key companies in the sector [1][6]. Group 1: Market Performance - The Chinese medicine ETF (560080) experienced a nearly 2% decline on January 27, following a more than 1.4% increase the previous day, with trading volume surpassing 85 million yuan [1]. - Notable declines were observed in key stocks within the ETF, including Zhongsheng Pharmaceutical down over 7% and Yiling Pharmaceutical down over 5%, with several others also experiencing declines [3]. Group 2: Valuation Insights - The latest price-to-earnings ratio (PE TTM) for the index tracked by the Chinese medicine ETF (560080) is 24.57, indicating that the valuation is below 81.27% of the time since the index was published in May 2015, suggesting a favorable valuation opportunity [4]. Group 3: Company News - Zhongsheng Pharmaceutical announced a projected net profit of 260 million to 310 million yuan for 2025, marking a significant turnaround with an increase of 186.91% to 203.62% year-on-year [7]. - Yiling Pharmaceutical also forecasted a net profit of 1.2 billion to 1.3 billion yuan for 2025, indicating a key operational turning point [7]. - Kangyuan Pharmaceutical received approval for clinical trials of a new traditional Chinese medicine aimed at treating children's adenoid hypertrophy, marking a step forward in innovation [7]. Group 4: Industry Trends - The Chinese traditional medicine market is projected to exceed 700 billion yuan in 2024, driven by stable demand amid an aging population, although pricing volatility has been influenced by inventory adjustments and procurement policies [8]. - The industry is experiencing a consolidation trend, with leading companies capturing over half of the market revenue and profits, while ongoing policy focus on innovation and quality development is reshaping the competitive landscape [8].