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港股
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恒瑞医药
71.000
-0.100
-0.14%
手动刷新
成交量:
- -
成交额:
- -
市值:
4,712.27亿
市盈率:
64.92
高:
71.000
开:
71.000
低:
71.000
收:
71.100
52周最高:
95.200
52周最低:
52.500
股本:
66.37亿
香港流通股本:
2.58亿
量比:
- -
换手率:
- -
股息:
- -
股息率:
- -
每股收益(LYR):
1.094
净资产收益率:
14.34%
总资产收益率:
8.37%
市净率:
7.24
市盈率(LYR):
64.92
市销率:
13.91
数据加载中...
总览
公司
新闻资讯
公告
中信证券:2026年医药行业有望维持超配
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云掌财经
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中研网
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11/12
调整结束,大反攻开始?
格隆汇
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11/12
今天,权重股发力,保险板块大涨
中证金牛座
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11/12
国家医保谈判首次引入创新药目录,降价区间或为15%-50%
中国战略新兴产业
·
11/12
医药板块结构性拐点已现?超跌反弹背后,流感季与资金双轮驱动
投资者研究中心
·
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ITBEAR科技资讯
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【券商聚焦】中金公司:创新药出海趋势明确,药品先行器械等同样可期
金吾财讯
·
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资管网
·
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医药财经:创新药是一种战略货币。
医药财经
·
11/12
多省取消医院用药品种、数量限制
赛柏蓝
·
11/11
医药领域,这些潜力赛道即将爆发!
赛柏蓝
·
11/11
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投资者网
·
11/11
智通AH统计|11月11日
中金财经
·
11/11
每日卖空追踪 | 恒瑞医药 11月11日卖空量成交45.76万股,卖空比例为15.94%
市场透视
·
11/11
透视81家创新药企三季报:亏损收窄医保放量BD增长释放什么信号?
投资时报
·
11/11
从政策优化到价值发现:医药产业升级下的投资新机遇
华福证券
·
11/10
更多
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08:36","pubTimestamp":1762994189,"startTime":"0","endTime":"0","summary":"智通财经APP获悉,根据2025年11月12日披露数据,昊天国际建投、瑞浦兰钧、安井食品港股通持股占比增加值最大,分别增加3.17%、0.95%、0.93%;天齐锂业、环球医疗、恒生中国企业港股通持股占比减少值最大,分别减少-1.40%、-1.40%、-1.39%。","market":"fut","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1368589.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["02727","06616","02465","00670","02273","01877","01880","03347","01171","00568","02533","01478","01341","06693","09606","02013","02865","01787","00187","03931","00525","01766","09696","01276","02208","01138","06127","03759","01072","01635","03369","01071","00666","02628","01053","00763","00826","01773","00857","00168","01333","02666","02648","01282","02255","03800","01709","00956","01515"],"gpt_icon":1},{"id":"2582308982","title":"营收利润双降,核心业务赛道承压,海纳医药“折A转港”能成吗?","url":"https://stock-news.laohu8.com/highlight/detail?id=2582308982","media":"云掌财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2582308982?lang=zh_cn&edition=fundamental","pubTime":"2025-11-12 18:46","pubTimestamp":1762944370,"startTime":"0","endTime":"0","summary":"文丨木清近日,专注于仿制药CXO赛道的海纳医药向港交所发起冲刺。此次转战港股,公司营收利润双双下滑、核心赛道承压,“CXO+MAH”的商业模式也逐渐遇冷,在仿制药遭遇创新药挤压的当下,海纳医药能否得到市场的肯定?而到了2025年上半年,营收增长态势终止,同比下滑16.80%,净利润更是大幅下滑25.80%。海纳医药面临的挑战不仅源于自身,更来自整个行业的激烈竞争。目前仿制药CXO赛道已俨然成为一片“红海”。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2025111218465697649572&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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17:46","pubTimestamp":1762940800,"startTime":"0","endTime":"0","summary":"中国西药产业正经历从“高速增长”向“高质量发展”的历史性转型。中研普华产业研究院《2025-2030年西药产业深度调研及未来发展现状趋势预测报告》未来五年,产业将进入一个结构分化、机遇与挑战并存的关键时期。中国是全球最大的原料药供应国之一,尤其在特色原料药领域具备较强优势。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2025111217464394ff9f0a&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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16:25","pubTimestamp":1762935959,"startTime":"0","endTime":"0","summary":"在经历两个多月的调整后,创新药板块再次成为市场焦点。从回调时间上看,自9月初开始,到目前已经调了2个月;从幅度上看,以恒生港股通创新药指数为例,回调幅度达到17%。从一些市场资金流向数据上,也有迹象显示,在调整时间,有资金悄悄地通过ETF布局创新药赛道。11月3日,为期五天的2025年国家医保谈判收官,今年的国家医保谈判,在延续医保目录常规调整机制的基础上,首次引入商保创新药目录新机制。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251112162717a6f3f62a&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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15:23","pubTimestamp":1762932180,"startTime":"0","endTime":"0","summary":"今天,A股调整。截至收盘,上证指数下跌0.07%,深证成指下跌0.36%,创业板指下跌0.39%。对于银行板块,光大证券表示,复盘近十年银行板块走势,11月至12月跑出绝对收益的概率为70%,次年1月跑出绝对收益的概率为80%,银行股投资进入季节性顺风期。保险板块大涨,板块内个股全部上涨,新华保险、新华保险涨幅居前。光大证券表示,从三季度业绩来看,头部创新药公司产品销售持续放量,叠加部分公司收到BD交易首付款带动业绩增长。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251112152758a49bb89e&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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15:17","pubTimestamp":1762931845,"startTime":"0","endTime":"0","summary":"与往年的最大差异是,此次国谈前3天进行国家医保目录的谈判,最后2天启动首次商保创新药目录“谈判”。在创新药目录谈判首日,最受瞩目的CAR-T药物已有企业谈判成功。多位药企准入人士透露,此次创新药目录的价格协商中,医保局对药企降价幅度的建议区间是15%-50%。由于发病率较高,冲刺创新药目录成为上述药物的首要目标。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251112160146a49bce52&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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12:19","pubTimestamp":1762921171,"startTime":"0","endTime":"0","summary":"本文将深度剖析其投资逻辑,探寻未来十年的“黄金机遇”。当前生物医药板块的整体估值,无论从绝对估值、历史分位还是全球横向对比来看,都展现出较高的安全边际。对比2020年高点时动辄70-75倍的PE,当前估值已大幅收缩65%-70%。全球对比性价比突出:与海外市场相比,A股生物医药板块的估值优势同样明显。随着人口老龄化加剧、健康需求升级和技术创新的不断突破,生物医药行业有望成为未来十年最具成长性的黄金赛道之一。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251112122226a6f37ba7&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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08:51","pubTimestamp":1762908712,"startTime":"0","endTime":"0","summary":"创新药的发展与投融资数据改善背景下,CXO及上游进入下轮周期。我们认为器械等其他品类出海也值得期待。内需偏弱逐步好转,商保突破带来支付矛盾缓和。除创新药的突破与国际化外,AI+医疗的发展同样可圈可点。大模型应用普及化阶段,算法算力优化加速AI在各行业的发展。在国企改革和科技创新进一步推动下,医药国企也有望迎来新一轮高质量发展周期。","market":"other","thumbnail":"https://static.szfiu.com/news/20250109/NjdhYmE3ZDczMTc4NjgyMDYzMDA3NjI=.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20250109/NjdhYmE3ZDczMTc4NjgyMDYzMDA3NjI=.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"1969445","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["BK1574","601995","LU0359202008.SGD","SG9999002828.SGD","LU0561508036.HKD","09926","LU1719994722.HKD","BK1583","LU0455707207.USD","01276","LU1580142542.USD","BK1588","LU0348784397.USD","LU1023057109.AUD","02268","01801","03692","LU0348766576.USD","LU2045819591.USD","LU0320764599.SGD","HK0000165453.HKD","03908","LU2097828474.EUR","159992","06978","LU0502904849.HKD","LU2778985437.USD","BK1576","BK1161","06160","LU0348735423.USD","BK1564","BK1589","LU2097828631.EUR","LU2097828714.EUR","LU0634319403.HKD","LU1046422090.SGD","LU1781817850.SGD","LU0196878994.USD","LU2125910500.SGD","LU2097828805.USD","06990","LU0348783233.USD","LU1251922891.USD","BK1141","BK0276","BK1147","LU0359201885.HKD","IE00B543WZ88.USD","02359"],"gpt_icon":0},{"id":"2582631148","title":"基金经理在三季报传递哪些信号?集体看好TMT赛道,成长风格主导","url":"https://stock-news.laohu8.com/highlight/detail?id=2582631148","media":"资管网","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2582631148?lang=zh_cn&edition=fundamental","pubTime":"2025-11-12 08:21","pubTimestamp":1762906860,"startTime":"0","endTime":"0","summary":"人工智能、半导体、有色金属成为最热赛道,超三成基金经理看好A股后市,消费医药板块相对遇冷。数据显示,TMT板块获得压倒性青睐,成长风格继续占据主流,而宏观经济的分歧态势为市场增添了一丝谨慎色彩。在TMT板块内部,人工智能方向获得46.91%的基金经理看好,成为最大赢家。专业人士认为,人工智能是未来TMT行业最具持续成长性的核心驱动力,AI创新将持续推动产业进步。机器人板块作为AI最完美应用载体,长期增长空间被看好。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251112085028a49ae61c&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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19:13","pubTimestamp":1762859617,"startTime":"0","endTime":"0","summary":"11月6日,辽宁省医保局公开征集《关于支持创新药发展若干措施的通知》意见指出,不得以医疗机构用药目录数量、药占比等为由影响创新药配备使用。医保目录内谈判药品和商保创新药品目录内药品可不受“一品双规”限制。值得一提的是,目前全国已有上海、四川、北京、广东广州、山东、福建、新疆7地对医疗机构药品数量限制进行取消。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251111200724a6f1f751&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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19:13","pubTimestamp":1762859617,"startTime":"0","endTime":"0","summary":"2025年,默克宣布与加拿大AI制药公司Variational AI达成协议,潜在交易总价值达3.49亿美元,默克将利用其AI药物发现平台设计和优化针对两个未公开靶点的小分子候选药物。礼来的Orforglipron在全球口服小分子中进展最快,预计今年年底递交上市申请(图3),国内企业如恒瑞医药、华东医药、闻泰科技等也在该领域积极布局,部分管线已进入临床中后期,展现出较强的出海潜力。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251111200654a6f1f725&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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16:47","pubTimestamp":1762850821,"startTime":"0","endTime":"0","summary":"智通财经APP获悉,截止11月11日收盘,东北电气、弘业期货、中石化油服分列AH溢价率前三位,溢价率分别为847.37%、263.84%、260.26%;宁德时代、招商银行、恒瑞医药分列AH溢价率末三位,溢价率分别为-14.64%、-1.23%、4.67%。其中弘业期货、浙江世宝、中石化油服的偏离值位居前三,分别为24.14%、21.73%、21.45%;另外,安德利果汁、中国人寿、赣锋锂业的偏离值位居后三,分别为-18.30%、-15.88%、-15.49%。 前十大AH股溢价率排行。 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| 恒瑞医药 11月11日卖空量成交45.76万股,卖空比例为15.94%","url":"https://stock-news.laohu8.com/highlight/detail?id=2582334775","media":"市场透视","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2582334775?lang=zh_cn&edition=fundamental","pubTime":"2025-11-11 16:30","pubTimestamp":1762849819,"startTime":"0","endTime":"0","summary":"恒瑞医药北京时间11月11日,跌0.49%,卖空量成交45.76万股,较上一交易日减少46.85%更多个股卖空数据请看下面视窗:卖空数据是观测市场多空博弈的关键指标:短期可反映市场情绪,高卖空比例预示看空预期,但极端值可能触发轧空反弹;长期结合基本面恶化则预警下行风险。需注意其局限性:卖空行为包含对冲需求,未必单纯看空;机构可能通过衍生品做空未体现在数据中,且散户跟风易扭曲信号。股市有风险,请谨慎决策。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2025111116323097621a9b&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, 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15:35","pubTimestamp":1762846544,"startTime":"0","endTime":"0","summary":"整体来看,81家A股创新药上市公司归母净利润实现同比增长,增幅达13.84%。数据显示,近年来,中国创新药企业国际授权合作数量不断增加。截至10月21日,2025年中国创新药对外许可交易115起,总金额1012.4亿美元,远超2024年全年519亿美元。11月3日,为期五天的2025年国家医保谈判收官,今年的国家医保谈判,在延续医保目录常规调整机制的基础上,首次引入商保创新药目录新机制。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251111153610a6f15fdf&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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18:06","pubTimestamp":1762769180,"startTime":"0","endTime":"0","summary":"近期观点1.集采政策显示积极信号2.非肿瘤领域成为研发新焦点3.复杂技术平台迎来黄金发展期4.线上零售渠道价值凸显5.出海与CXO全球化构成双重驱动投资建议基于对当前医药产业结构性转型的深入分析,投资布局应重点关注以下三条高景气产业链:一是CXO,在产业全球化与研发外包深化的趋势下,其复合增长率显著高于全球行业平均水平,头部企业通过完善的全球网络与技术创新,持续赋能医药研发全链条。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251110180630a4970377&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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