港股详情

本页面由Tiger Fintech (Singapore) Pte. Ltd.提供服务

药明合联

56.800

-1.100-1.90%

成交量：2,722.56万

成交额：15.47亿

市值：684.44亿

市盈率：58.43

高：58.700

开：58.250

低：55.650

收：57.900

52周最高：64.450

52周最低：18.520

股本：12.05亿

香港流通股本：12.05亿

量比：3.05

换手率：2.26%

股息：- -

股息率：- -

每股收益(LYR):0.972

净资产收益率：19.76%

总资产收益率：9.04%

市净率：8.44

市盈率(LYR):58.43

市销率: 12.35

数据加载中...

总览公司新闻公告

每日卖空追踪 | 药明合联 08月04日卖空量成交15.9万股，卖空比例为2.99%

医药生物行业海内外CXO复盘：从短期、中期、长期维度看中国CXO的全球竞争力

每日卖空追踪 | 药明合联 08月01日卖空量成交18.55万股，卖空比例为2.02%

龙头业绩爆发，CXO是创新药产业不可或缺的一环

港股7月收官 | 恒指涨2.91%25000点得而复失，医药板块多股创新高恒瑞医药大涨超46%

药明合联盘中异动急速下跌5.01%

每日卖空追踪 | 药明合联 07月30日卖空量成交25.4万股，卖空比例为2.1%

药明合联07月29日主力净流入403.0万元散户资金抛售

药明康德、药明合联、康龙化成等多家CXO公司业绩预喜，行业“最坏时刻已过”？

大行评级丨麦格理：药明康德中绩胜预期重申目标价116港元

大行评级｜瑞银：药明康德中期业绩符合预期予其“买入”评级

每日卖空追踪 | 药明合联 07月28日卖空量成交8.7万股，卖空比例为1.49%

药明合联盘中异动急速拉升5.07%报59.100港元

【医药】集采“反内卷”，关注受益标的——医药生物行业周报

渤海证券研究

市值近700亿港元、上半年收入预增超60%，如何读懂药明合联的生意经？

Ofweek维科网

【券商聚焦】中信证券：集采政策优化，支持创新发展

医药生物行业周报：集采“反内卷” 关注受益标的

海外消费周报：新改造的酒店房间和更激进的再投资促进业绩提升

申万宏源研究

每日卖空追踪 | 药明合联 07月24日卖空量成交30.6万股，卖空比例为3.04%

药明合联07月24日获主力加仓3222.9万元

{"basename":"/hans","ssrTDKData":{"titleTemplate":"%s - 老虎证券","title":"老虎证券全球投资理财平台| 一站式投资美股新股港股A股","description":"老虎证券助您一站式投资美股，新股，港股，A股等全球金融理财产品。新加坡华人最信赖的在线投资平台，现在加入即享低费用，24/5 无时差炒美股投资理财！","keywords":"老虎证券,老虎证券开户,老虎券商,老虎证券官网,老虎证券app,tigertrade老虎证券,股票,炒股,新加坡股票交易平台,投资,投资理财","social":{"ogDescription":"老虎证券助您一站式投资美股，新股，港股，A股等全球金融理财产品。新加坡华人最信赖的在线投资平台，现在加入即享低费用，24/5 无时差炒美股投资理财！","ogImage":"https://c1.itigergrowtha.com/portal5/static/media/og-logo.be62fbe1.png","ogUrl":"https://www-web.itiger.com/hans/stock/02268/news?page=3"},"companyName":"老虎证券"},"pageData":{"isMobile":false,"isTiger":false,"isTTM":true,"region":"SGP","license":"TBSG","edition":"fundamental","symbol":"02268","isAnalysisPage":false},"__swrFallback__":{"@#url:\"https://hq.skytigris.cn/stock_info/detail/global\",params:#delay:false,,method:\"POST\",data:#items:@#symbol:\"02268\",,,,,undefined,":{"symbol":"02268","market":"HK","secType":"STK","nameCN":"药明合联","latestPrice":56.8,"timestamp":1756195699001,"preClose":57.9,"halted":0,"volume":27225593,"delay":0,"floatShares":1205000000,"shares":1205000000,"eps":0.9720501342486055,"marketStatus":"已收盘","change":-1.1,"latestTime":"08-26 16:08:19","open":58.25,"high":58.7,"low":55.65,"amount":1546648724,"amplitude":0.052677,"askPrice":56.8,"askSize":454500,"bidPrice":56.75,"bidSize":24500,"shortable":3,"etf":0,"ttmEps":1.1115405287257691,"tradingStatus":0,"nextMarketStatus":{"tag":"开盘","tradingStatus":2,"beginTime":1756258200000},"marketStatusCode":5,"adr":0,"listingDate":1700150400000,"exchange":"SEHK","adjPreClose":57.9,"openAndCloseTimeList":[[1756171800000,1756180800000],[1756184400000,1756195200000]],"volumeRatio":3.049242,"lotSize":500,"spreadScale":0,"tradeCurrency":"HKD"},"@#url:\"https://hq.skytigris.cn/stock_info/fundamental/all\",params:#delay:false,,method:\"POST\",data:#items:@#symbol:\"02268\",,,,,undefined,":{"symbol":"02268","floatShares":1205000000,"roa":"9.04%","roe":"19.76%","lyrEps":0.97205,"volumeRatio":3.049242,"shares":1205000000,"dividePrice":0,"high":58.7,"amplitude":0.052677,"preClose":57.9,"low":55.65,"week52Low":18.52,"pbRate":"8.44","psRate":"12.35","week52High":64.45,"institutionHeld":0,"latestPrice":56.8,"committee":-0.897704,"eps":0.9720501342486055,"divideRate":0,"volume":27225593,"delay":0,"ttmEps":1.1115405287257691,"open":58.25,"prevYearClose":30.65,"prevWeekClose":57.7,"prevMonthClose":57.7,"prevQuarterClose":41.6,"fiveDayClose":58.1,"twentyDayClose":61.75,"sixtyDayClose":39.55},"@#url:\"https://hq.skytigris.cn/fundamental/corporate_actions/details/02268\",params:#limit:5,,,undefined,":[{"date":"2025-08-18","symbol":"02268","type":"earning","reportTimeType":"","market":"HK","fiscalQuarterEnding":null,"expectedEps":null,"defaultRemindTime":1755480600000,"name":null,"time":"","dateTimestamp":1755446400000,"actualEps":null},{"date":"2025-03-24","symbol":"02268","type":"earning","reportTimeType":"","market":"HK","fiscalQuarterEnding":null,"expectedEps":null,"defaultRemindTime":1742779800000,"name":null,"time":"","dateTimestamp":1742745600000,"actualEps":null},{"date":"2024-08-20","symbol":"02268","type":"earning","reportTimeType":"","market":"HK","fiscalQuarterEnding":null,"expectedEps":null,"defaultRemindTime":1724117400000,"name":null,"time":"","dateTimestamp":1724083200000,"actualEps":null},{"date":"2024-03-25","symbol":"02268","type":"earning","reportTimeType":"","market":"HK","fiscalQuarterEnding":null,"expectedEps":null,"defaultRemindTime":1711330200000,"name":null,"time":"","dateTimestamp":1711296000000,"actualEps":null}],"@#url:\"https://hq.skytigris.cn/fundamental/dividend/history\",params:#symbol:\"02268\",market:\"HK\",,,undefined,":[],"@#url:\"https://hq.skytigris.cn/fundamental/estimate/recommendation\",params:#symbol:\"02268\",market:\"HK\",delay:false,,,undefined,":{"strongBuy":0.3889,"buy":0.5556,"hold":0.0556,"sell":0,"strongSell":0,"meanLabel":"BUY","meanPercent":0.5556,"analysts":18,"updateTime":1755878400000},"@#url:\"https://hq.skytigris.cn/hkstock/value_analysis/stock/02268\",params:#withQuantilePoint:true,period:\"5year\",factor:\"peRate\",delay:false,algorithm:1,,,undefined,":{"brief":{"id":"02268","date":"2025-08-25","current":48.107341,"percent":0.433645,"low":0.407466,"twenty":34.875245,"median":54.952855,"eighty":72.98104,"high":153.052589,"avg":54.216253,"sd":36.960472,"marketCap":69741982098},"quantilePoints":[{"date":"2020-08-28","current":0.43308,"twenty":0.448387,"median":7.828992,"eighty":11.018,"marketCap":323186685},{"date":"2020-09-04","current":0.431618,"twenty":0.447817,"median":7.826865,"eighty":11.015587,"marketCap":323186685},{"date":"2020-09-11","current":0.431156,"twenty":0.447535,"median":7.826865,"eighty":11.015587,"marketCap":323186685},{"date":"2020-09-18","current":0.427016,"twenty":0.447373,"median":7.826865,"eighty":11.015587,"marketCap":323186685},{"date":"2020-09-25","current":0.430436,"twenty":0.447153,"median":7.826865,"eighty":11.015587,"marketCap":323186685},{"date":"2020-09-30","current":0.428392,"twenty":0.446995,"median":7.824737,"eighty":11.013173,"marketCap":323186685},{"date":"2020-10-09","current":0.422312,"twenty":0.446839,"median":7.815551,"eighty":11.015587,"marketCap":323186685},{"date":"2020-10-16","current":0.422486,"twenty":0.446689,"median":7.778238,"eighty":11.015587,"marketCap":323186685},{"date":"2020-10-23","current":0.421832,"twenty":0.446509,"median":7.763554,"eighty":11.013173,"marketCap":323186685},{"date":"2020-10-30","current":0.421767,"twenty":0.446296,"median":7.728277,"eighty":11.015587,"marketCap":323186685},{"date":"2020-11-06","current":0.416892,"twenty":0.446096,"median":7.681665,"eighty":11.015587,"marketCap":323186685},{"date":"2020-11-13","current":0.416542,"twenty":0.445828,"median":7.62168,"eighty":11.015587,"marketCap":323186685},{"date":"2020-11-20","current":0.413946,"twenty":0.445667,"median":7.588964,"eighty":11.015587,"marketCap":323186685},{"date":"2020-11-27","current":0.414916,"twenty":0.445574,"median":7.400318,"eighty":11.015587,"marketCap":323186685},{"date":"2020-12-04","current":0.411952,"twenty":0.44527,"median":7.31626,"eighty":11.015587,"marketCap":323186685},{"date":"2020-12-11","current":0.41294,"twenty":0.44498,"median":7.224146,"eighty":11.015587,"marketCap":323186685},{"date":"2020-12-18","current":0.412272,"twenty":0.444321,"median":7.177259,"eighty":11.047512,"marketCap":323186685},{"date":"2020-12-24","current":0.411847,"twenty":0.443892,"median":6.957959,"eighty":11.047512,"marketCap":323186685},{"date":"2020-12-31","current":0.411678,"twenty":0.44363,"median":6.764797,"eighty":11.047512,"marketCap":323186685},{"date":"2021-01-08","current":0.408416,"twenty":0.443491,"median":6.650061,"eighty":11.067383,"marketCap":323186685},{"date":"2021-01-15","current":0.408583,"twenty":0.442598,"median":6.55329,"eighty":11.072351,"marketCap":323186685},{"date":"2021-01-22","current":0.408755,"twenty":0.442234,"median":6.512372,"eighty":11.072351,"marketCap":323186685},{"date":"2023-11-17","current":130.035431,"twenty":0.435785,"median":0.444801,"eighty":2.787891,"marketCap":32996488000},{"date":"2023-11-24","current":133.579843,"twenty":0.435785,"median":0.444801,"eighty":2.810425,"marketCap":34174934000},{"date":"2023-12-01","current":147.707211,"twenty":0.435785,"median":0.444801,"eighty":2.852893,"marketCap":37945961200},{"date":"2023-12-08","current":132.646927,"twenty":0.435785,"median":0.444801,"eighty":2.935117,"marketCap":33939244800},{"date":"2023-12-15","current":138.75437,"twenty":0.435785,"median":0.444801,"eighty":3.039251,"marketCap":35706913800},{"date":"2023-12-22","current":153.052589,"twenty":0.435785,"median":0.444801,"eighty":3.172504,"marketCap":39360096400},{"date":"2023-12-29","current":145.85951,"twenty":0.435785,"median":0.444801,"eighty":3.326638,"marketCap":37710272000},{"date":"2024-01-05","current":142.305018,"twenty":0.435785,"median":0.444801,"eighty":3.599996,"marketCap":36531826000},{"date":"2024-01-12","current":138.558869,"twenty":0.435785,"median":0.444801,"eighty":3.622774,"marketCap":35589069200},{"date":"2024-01-19","current":141.046625,"twenty":0.435785,"median":0.444801,"eighty":3.635946,"marketCap":36178292200},{"date":"2024-01-26","current":116.23004,"twenty":0.435785,"median":0.444801,"eighty":3.642902,"marketCap":29696839200},{"date":"2024-02-02","current":82.111439,"twenty":0.435785,"median":0.444801,"eighty":3.654128,"marketCap":20952769880},{"date":"2024-02-09","current":67.278987,"twenty":0.435825,"median":0.445043,"eighty":3.68657,"marketCap":17252449440},{"date":"2024-02-16","current":66.713097,"twenty":0.435798,"median":0.44487,"eighty":3.704054,"marketCap":17111035920},{"date":"2024-02-23","current":82.124312,"twenty":0.435798,"median":0.44487,"eighty":3.728385,"marketCap":20952769880},{"date":"2024-03-01","current":86.135235,"twenty":0.435812,"median":0.444939,"eighty":3.767614,"marketCap":21989802360},{"date":"2024-03-08","current":96.662972,"twenty":0.435812,"median":0.444939,"eighty":3.804363,"marketCap":24688443700},{"date":"2024-03-15","current":72.134287,"twenty":0.435812,"median":0.444939,"eighty":3.87411,"marketCap":18407326520},{"date":"2024-03-22","current":82.739174,"twenty":0.435812,"median":0.444939,"eighty":3.907844,"marketCap":21094183400},{"date":"2024-03-28","current":70.236298,"twenty":0.435812,"median":0.444939,"eighty":3.924107,"marketCap":21565561800},{"date":"2024-04-05","current":69.514463,"twenty":0.435772,"median":0.444721,"eighty":3.932321,"marketCap":21329872600},{"date":"2024-04-12","current":72.929575,"twenty":0.435785,"median":0.444801,"eighty":3.970214,"marketCap":22390474000},{"date":"2024-04-19","current":66.691535,"twenty":0.435785,"median":0.444801,"eighty":4.01279,"marketCap":20457822560},{"date":"2024-04-26","current":78.851628,"twenty":0.435812,"median":0.444939,"eighty":62.837086,"marketCap":24158143000},{"date":"2024-05-03","current":79.483533,"twenty":0.435812,"median":0.444939,"eighty":66.70016,"marketCap":24334909900},{"date":"2024-05-10","current":73.189732,"twenty":0.435812,"median":0.444939,"eighty":68.608876,"marketCap":22461180760},{"date":"2024-05-17","current":65.221538,"twenty":0.435812,"median":0.444939,"eighty":68.608876,"marketCap":19986444160},{"date":"2024-05-24","current":58.278715,"twenty":0.435812,"median":0.444939,"eighty":68.608876,"marketCap":17818103520},{"date":"2024-05-31","current":59.948577,"twenty":0.435812,"median":0.444939,"eighty":68.608876,"marketCap":18347300940},{"date":"2024-06-07","current":58.299117,"twenty":0.435812,"median":0.444939,"eighty":68.608876,"marketCap":17820354960},{"date":"2024-06-14","current":64.156468,"twenty":0.435812,"median":0.444939,"eighty":68.608876,"marketCap":19592809620},{"date":"2024-06-21","current":70.500097,"twenty":0.435812,"median":0.444939,"eighty":69.593748,"marketCap":21485024730},{"date":"2024-06-28","current":68.013259,"twenty":0.435812,"median":0.444939,"eighty":70.441134,"marketCap":20718557850},{"date":"2024-07-05","current":61.893714,"twenty":0.435812,"median":0.444939,"eighty":70.441134,"marketCap":18850294830},{"date":"2024-07-12","current":63.530585,"twenty":0.435812,"median":0.444939,"eighty":70.441134,"marketCap":19377240810},{"date":"2024-07-19","current":56.933019,"twenty":0.435812,"median":0.444939,"eighty":70.441134,"marketCap":17365265250},{"date":"2024-07-26","current":56.800526,"twenty":0.435812,"median":0.444939,"eighty":70.441134,"marketCap":17389217340},{"date":"2024-08-02","current":69.358964,"twenty":0.435812,"median":0.444939,"eighty":70.441134,"marketCap":21221551740},{"date":"2024-08-09","current":72.710245,"twenty":0.435812,"median":0.444939,"eighty":70.597189,"marketCap":22395204150},{"date":"2024-08-16","current":74.003491,"twenty":0.435812,"median":0.444939,"eighty":70.930659,"marketCap":22802389680},{"date":"2024-08-23","current":35.050376,"twenty":0.435812,"median":0.44524,"eighty":71.736965,"marketCap":22742129354},{"date":"2024-08-30","current":36.779427,"twenty":0.435812,"median":0.445278,"eighty":71.736965,"marketCap":24024219892},{"date":"2024-09-06","current":36.193339,"twenty":0.435812,"median":0.445278,"eighty":71.736965,"marketCap":23652773101},{"date":"2024-09-13","current":36.950123,"twenty":0.435812,"median":0.445611,"eighty":71.736965,"marketCap":24084130665},{"date":"2024-09-20","current":36.912594,"twenty":0.435798,"median":0.445732,"eighty":71.812082,"marketCap":24203952211},{"date":"2024-09-27","current":41.596291,"twenty":0.435798,"median":0.446064,"eighty":71.812082,"marketCap":27439133942},{"date":"2024-10-04","current":49.267448,"twenty":0.435798,"median":0.446181,"eighty":71.812082,"marketCap":32351817312},{"date":"2024-10-10","current":43.61955,"twenty":0.435812,"median":0.446472,"eighty":71.736965,"marketCap":28457617080},{"date":"2024-10-18","current":43.201999,"twenty":0.435798,"median":0.446694,"eighty":71.812082,"marketCap":28038241670},{"date":"2024-10-25","current":43.020102,"twenty":0.435798,"median":0.446852,"eighty":71.812082,"marketCap":27918420124},{"date":"2024-11-01","current":41.699543,"twenty":0.435798,"median":0.446999,"eighty":71.812082,"marketCap":27079669305},{"date":"2024-11-08","current":47.130705,"twenty":0.435852,"median":0.447279,"eighty":71.812082,"marketCap":30374761809},{"date":"2024-11-15","current":46.740281,"twenty":0.435852,"median":0.44753,"eighty":71.812082,"marketCap":29895475627},{"date":"2024-11-22","current":46.01742,"twenty":0.435852,"median":0.447785,"eighty":71.812082,"marketCap":29416189444},{"date":"2024-11-29","current":51.670123,"twenty":0.435852,"median":0.448371,"eighty":71.812082,"marketCap":33010835812},{"date":"2024-12-06","current":54.048034,"twenty":0.435852,"median":0.449445,"eighty":71.812082,"marketCap":34448694360},{"date":"2024-12-13","current":58.707371,"twenty":0.435852,"median":0.45138,"eighty":71.812082,"marketCap":37384322227},{"date":"2024-12-20","current":60.54506,"twenty":0.435852,"median":35.016583,"eighty":71.812082,"marketCap":38342894592},{"date":"2024-12-27","current":58.22519,"twenty":0.435852,"median":35.863906,"eighty":71.812082,"marketCap":36845125272},{"date":"2025-01-03","current":57.033249,"twenty":0.435852,"median":36.241161,"eighty":71.812082,"marketCap":36126195998},{"date":"2025-01-10","current":62.66188,"twenty":0.435852,"median":36.730689,"eighty":71.812082,"marketCap":39541110048},{"date":"2025-01-17","current":54.642634,"twenty":0.436361,"median":37.212991,"eighty":71.812082,"marketCap":34508605132},{"date":"2025-01-24","current":54.868028,"twenty":0.436606,"median":39.470644,"eighty":71.812082,"marketCap":34868069769},{"date":"2025-01-28","current":52.331181,"twenty":0.436643,"median":41.238065,"eighty":71.736965,"marketCap":33430211222},{"date":"2025-02-07","current":57.910706,"twenty":0.437089,"median":42.380717,"eighty":71.8872,"marketCap":36785214499},{"date":"2025-02-14","current":56.82028,"twenty":0.437089,"median":43.020102,"eighty":71.8872,"marketCap":36006374452},{"date":"2025-02-21","current":70.802488,"twenty":0.437089,"median":44.139364,"eighty":71.8872,"marketCap":45112811918},{"date":"2025-02-28","current":60.65941,"twenty":0.437089,"median":45.078416,"eighty":71.8872,"marketCap":38522626910},{"date":"2025-03-07","current":67.088057,"twenty":0.437583,"median":46.607669,"eighty":71.962317,"marketCap":42776291779},{"date":"2025-03-14","current":72.98104,"twenty":0.438098,"median":47.703312,"eighty":71.990989,"marketCap":46550670465},{"date":"2025-03-21","current":80.244903,"twenty":0.438098,"median":49.592986,"eighty":72.978175,"marketCap":51163799971},{"date":"2025-03-28","current":47.906694,"twenty":0.438098,"median":49.821395,"eighty":72.98104,"marketCap":54840613248},{"date":"2025-04-03","current":43.121995,"twenty":0.438098,"median":49.821395,"eighty":72.98104,"marketCap":49380552191},{"date":"2025-04-11","current":35.581021,"twenty":0.438098,"median":49.821395,"eighty":72.98104,"marketCap":40380451549},{"date":"2025-04-17","current":33.597127,"twenty":0.4381,"median":49.700845,"eighty":72.980467,"marketCap":38220427395},{"date":"2025-04-25","current":39.226609,"twenty":0.437995,"median":49.941945,"eighty":73.022778,"marketCap":44663120338},{"date":"2025-05-02","current":40.829264,"twenty":0.438098,"median":49.821395,"eighty":72.98104,"marketCap":46586700218},{"date":"2025-05-09","current":38.818219,"twenty":0.437995,"median":49.941945,"eighty":73.022778,"marketCap":44603008467},{"date":"2025-05-16","current":39.608151,"twenty":0.437995,"median":49.941945,"eighty":73.022778,"marketCap":45882474676},{"date":"2025-05-23","current":38.196121,"twenty":0.437995,"median":49.941945,"eighty":73.022778,"marketCap":44379117053},{"date":"2025-05-30","current":41.172242,"twenty":0.437995,"median":49.941945,"eighty":73.022778,"marketCap":48047309655},{"date":"2025-06-06","current":42.866418,"twenty":0.437995,"median":49.941945,"eighty":73.022778,"marketCap":50152010328},{"date":"2025-06-13","current":46.041552,"twenty":0.437995,"median":49.941945,"eighty":73.022778,"marketCap":53888090995},{"date":"2025-06-20","current":41.240748,"twenty":0.437995,"median":49.941945,"eighty":73.022778,"marketCap":48174509918},{"date":"2025-06-27","current":40.971553,"twenty":0.438098,"median":49.821395,"eighty":72.98104,"marketCap":47994081042},{"date":"2025-07-04","current":46.000985,"twenty":0.438098,"median":49.821395,"eighty":72.98104,"marketCap":53888090995},{"date":"2025-07-11","current":47.288014,"twenty":0.438098,"median":49.821395,"eighty":72.98104,"marketCap":55339986740},{"date":"2025-07-18","current":50.925924,"twenty":0.438098,"median":50.569275,"eighty":72.98104,"marketCap":59550637905},{"date":"2025-07-25","current":57.660678,"twenty":0.438098,"median":51.683826,"eighty":72.98104,"marketCap":67671179437},{"date":"2025-08-01","current":57.245588,"twenty":0.438098,"median":52.545804,"eighty":72.98104,"marketCap":66768897045},{"date":"2025-08-08","current":57.73965,"twenty":0.43811,"median":53.257543,"eighty":72.98104,"marketCap":67513611340},{"date":"2025-08-15","current":64.222783,"twenty":31.309336,"median":54.856958,"eighty":72.98104,"marketCap":74981664691},{"date":"2025-08-22","current":48.130228,"twenty":34.419063,"median":54.952855,"eighty":72.98104,"marketCap":69501077151},{"date":"2025-08-25","current":48.107341,"twenty":34.875245,"median":54.952855,"eighty":72.98104,"marketCap":69741982098}],"updateTime":1756189145828},"$inf$@#url:\"https://stock-news.skytigris.cn/v2/news/list\",params:#symbols:\"02268\",pageSize:20,pageCount:3,lang_content:\"cn\",edition:\"fundamental\",,,undefined,":[{"items":[{"id":"2556040818","title":"每日卖空追踪 | 药明合联 08月04日卖空量成交15.9万股，卖空比例为2.99%","url":"https://stock-news.laohu8.com/highlight/detail?id=2556040818","media":"市场透视","labels":["shareholding"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2556040818?lang=zh_cn&edition=fundamental","pubTime":"2025-08-04 16:30","pubTimestamp":1754296228,"startTime":"0","endTime":"0","summary":"药明合联北京时间08月04日，涨3.69%，卖空量成交15.9万股%，较上一交易日减少39.77%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=nesSN20250804172019a4741f91&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, .wx-sou","directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250804172019a4741f91&s=b","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"shareholding","news_rank":0,"length":0,"strategy_id":0,"source":"tencent","symbols":["02268","SG9999014674.SGD","BK1141","LU2488822045.USD"],"gpt_icon":0},{"id":"2556780332","title":"医药生物行业海内外CXO复盘：从短期、中期、长期维度看中国CXO的全球竞争力","url":"https://stock-news.laohu8.com/highlight/detail?id=2556780332","media":"国信证券","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2556780332?lang=zh_cn&edition=fundamental","pubTime":"2025-08-04 00:00","pubTimestamp":1754236800,"startTime":"0","endTime":"0","summary":"在本篇报告中，我们从短期、中期、长期维度出发，对CXO板块进行了细致划分，分别对国内外的大分子CDMO、小分子CDMO、临床CRO、临床前CRO企业进行剖析，以试图理解中国CXO企业的全球竞争力。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250804143722a6d1b496&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, .wx-sou","directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250804143722a6d1b496&s=b","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":"tencent","symbols":["06127","WXIBF","LU1979443071.USD","603456","LU1997245094.SGD","163118","LU1969619763.USD","02359","LU2495084118.USD","688202","LU2328871848.SGD","000808.SH","02268","LU1934453819.USD","02269","603127","603259","LU0456842615.SGD","BK0216","LU1997244956.HKD","LU1997245177.USD","03347","LU2488822045.USD","06821","03759"],"gpt_icon":0},{"id":"2556874818","title":"每日卖空追踪 | 药明合联 08月01日卖空量成交18.55万股，卖空比例为2.02%","url":"https://stock-news.laohu8.com/highlight/detail?id=2556874818","media":"市场透视","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2556874818?lang=zh_cn&edition=fundamental","pubTime":"2025-08-01 16:30","pubTimestamp":1754037031,"startTime":"0","endTime":"0","summary":"药明合联北京时间08月01日，跌3.81%，卖空量成交18.55万股%，较上一交易日减少61.23%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=nesSN20250801172003a46f6e6b&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, .wx-sou","directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250801172003a46f6e6b&s=b","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":"tencent","symbols":["LU2488822045.USD","02268","SG9999014674.SGD","BK1141"],"gpt_icon":0},{"id":"2556658448","title":"龙头业绩爆发，CXO是创新药产业不可或缺的一环","url":"https://stock-news.laohu8.com/highlight/detail?id=2556658448","media":"同壁财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2556658448?lang=zh_cn&edition=fundamental","pubTime":"2025-08-01 09:59","pubTimestamp":1754013587,"startTime":"0","endTime":"0","summary":"在过去的几年里，无论是《生物安全法案》，还是关税政策，都没能持续压制CXO表现；在2025年创新药的价值重估行情中，CXO更是没有缺席。截至7月31日，昭衍新药、药明康德、药明合联等CXO标的年内均实现大幅上涨。展望后市，创新药产业链回暖趋势或将由下游向上游传导，CXO将持续受益。以恒生医药ETF（159892）持仓的药明康德为例，其2025年上半年实现收入207.99亿元人民币，同比增加20.6%，截至6月末持续经营业务在手订单566.9亿元，同比增长37.2%。","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=nesSN20250801100522972b9ce1&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, .wx-sou","directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250801100522972b9ce1&s=b","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":"tencent","symbols":["02268","BK1141","06127","603127","603259","02359","BK1574","BK1576","06978","BK1161"],"gpt_icon":0},{"id":"2555188886","title":"港股7月收官 | 恒指涨2.91%25000点得而复失，医药板块多股创新高 恒瑞医药大涨超46%","url":"https://stock-news.laohu8.com/highlight/detail?id=2555188886","media":"格隆汇","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2555188886?lang=zh_cn&edition=fundamental","pubTime":"2025-07-31 17:09","pubTimestamp":1753952951,"startTime":"0","endTime":"0","summary":null,"market":"hk","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":"https://www.gelonghui.com/rss/live/live.xml","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":"live_gelonghui","symbols":["02268","01787","TCEHY","09926","HSTECH","HTCD.SI","513600","HSI","09999","01276","01347","TCHmain","08496","HSCEI","HSImain","01810","03086","159582","01815","01024","01530","HHImain","MPNGY","01788","HMTD.SI","02696","688981","MHImain","JD","YANG","NTES","600547","METmain","MCHmain","00981","KSTmain","00700","399441","600276","09618","TTTN","03690","07226","159562","BABA","161726","BIDU","MIUmain","ALBmain"],"gpt_icon":0},{"id":"2555098170","title":"药明合联盘中异动 急速下跌5.01%","url":"https://stock-news.laohu8.com/highlight/detail?id=2555098170","media":"市场透视","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2555098170?lang=zh_cn&edition=fundamental","pubTime":"2025-07-31 14:31","pubTimestamp":1753943488,"startTime":"0","endTime":"0","summary":"2025年07月31日下午盘14时31分，药明合联股票出现波动，股价大幅跳水5.01%。截至发稿，该股报56.900港元/股，成交量584.756万股，换手率0.49%，振幅5.93%。资金方面，该股资金流入1.48105亿港元，流出1.55012亿港元。药明合联股票所在的生物技术行业中，整体跌幅为1.28%。其相关个股中，创胜集团-B、科伦博泰生物-B、思路迪医药股份涨幅较大，振幅较大的相关个股有奥星生命科技、中国抗体-B、创胜集团-B，振幅分别为22.50%、19.32%、14.16%。","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=nesSN2025073114312894c57e1f&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, .wx-sou","directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2025073114312894c57e1f&s=b","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":"tencent","symbols":["BK1141","SG9999014674.SGD","02268","LU2488822045.USD"],"gpt_icon":0},{"id":"2555010547","title":"每日卖空追踪 | 药明合联 07月30日卖空量成交25.4万股，卖空比例为2.1%","url":"https://stock-news.laohu8.com/highlight/detail?id=2555010547","media":"市场透视","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2555010547?lang=zh_cn&edition=fundamental","pubTime":"2025-07-30 16:30","pubTimestamp":1753864232,"startTime":"0","endTime":"0","summary":"药明合联北京时间07月30日，跌3%，卖空量成交25.4万股%，较上一交易日减少63.08%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=nesSN20250730172131a46b4ecd&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, .wx-sou","directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250730172131a46b4ecd&s=b","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":"tencent","symbols":["02268","BK1141","SG9999014674.SGD","LU2488822045.USD"],"gpt_icon":0},{"id":"2555039875","title":"药明合联07月29日主力净流入403.0万元 散户资金抛售","url":"https://stock-news.laohu8.com/highlight/detail?id=2555039875","media":"市场透视","labels":["shareholding"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2555039875?lang=zh_cn&edition=fundamental","pubTime":"2025-07-29 16:15","pubTimestamp":1753776949,"startTime":"0","endTime":"0","summary":"07月29日, 药明合联股价涨4.84%，报收61.75元，成交金额4.8亿元，换手率0.66%，振幅5.86%，量比1.00。药明合联今日主力资金净流入403.0万元，上一交易日主力净流出320.7万元。该股近5个交易日上涨25.51%，主力资金累计净流入6042.1万元；近20日主力资金累计净流入3387.3万元，其中净流入天数为8日。","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=nesSN20250729165944a4695441&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, .wx-sou","directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250729165944a4695441&s=b","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"shareholding","news_rank":0,"length":0,"strategy_id":0,"source":"tencent","symbols":["02268","LU2488822045.USD","SG9999014674.SGD","BK1141"],"gpt_icon":0},{"id":"2555408791","title":"药明康德、药明合联、康龙化成等多家CXO公司业绩预喜，行业“最坏时刻已过”？","url":"https://stock-news.laohu8.com/highlight/detail?id=2555408791","media":"蓝鲸财经","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2555408791?lang=zh_cn&edition=fundamental","pubTime":"2025-07-29 14:23","pubTimestamp":1753770180,"startTime":"0","endTime":"0","summary":"值得注意的是，该公司上调了全年业绩指引，药明康德预计2025年持续经营业务收入重回双位数增长，增速从10-15%上调至13-17%，公司整体收入从415-430亿上调至425-435亿。事实上，不只是药明康德，近日多家CXO业绩预喜。华安证券观点认为，CXO行业“最坏时刻已过”，2025年海外需求复苏+国内政策支持，行业进入平稳增长阶段。兴业证券此前研报认为，CXO行业“触底回升”，供需格局改善催化新一轮上升周期，建议关注海外业务占比高、订单回暖的龙头。","market":"us","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://www.lanjinger.com/d/1753768349225108209","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"dataReport","news_rank":0,"length":0,"strategy_id":0,"source":"lanjinger_stock","symbols":["SG9999014674.SGD","BK1583","LU2242644610.SGD","LU2488822045.USD","03759","LU2125910500.SGD","CXO","LU1046422090.SGD","02268","02359","LU0052750758.USD","BK1141","LU0708995583.HKD","LU2045819591.USD","LU0320764599.SGD","BK1576"],"gpt_icon":0},{"id":"2555084505","title":"大行评级丨麦格理：药明康德中绩胜预期 重申目标价116港元","url":"https://stock-news.laohu8.com/highlight/detail?id=2555084505","media":"格隆汇","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2555084505?lang=zh_cn&edition=fundamental","pubTime":"2025-07-29 13:19","pubTimestamp":1753766355,"startTime":"0","endTime":"0","summary":null,"market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"a8f739bfbf5e6b5bc0c9fed74fb05ab8","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://www.gelonghui.com/rss/live/live.xml","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":"live_gelonghui","symbols":["159201","LU0052750758.USD","LU1046422090.SGD","02268","BK4590","BK1141","BK1576","LU0320764599.SGD","LU1997245094.SGD","02359","LU2125910500.SGD","LU0708995583.HKD","LU2242644610.SGD","LU2045819591.USD","BK0216","LU2488822045.USD","LU1969619763.USD","603259","LU2328871848.SGD","LU1997244956.HKD","LU0456842615.SGD","BK1583","GLP","LU1997245177.USD","LU2495084118.USD","BK4144","SG9999014674.SGD"],"gpt_icon":0},{"id":"2555689086","title":"大行评级｜瑞银：药明康德中期业绩符合预期 予其“买入”评级","url":"https://stock-news.laohu8.com/highlight/detail?id=2555689086","media":"格隆汇","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2555689086?lang=zh_cn&edition=fundamental","pubTime":"2025-07-29 10:47","pubTimestamp":1753757233,"startTime":"0","endTime":"0","summary":null,"market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"a8f739bfbf5e6b5bc0c9fed74fb05ab8","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://www.gelonghui.com/rss/live/live.xml","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":"live_gelonghui","symbols":["LU2045819591.USD","BK1141","LU0320764599.SGD","LU1969619763.USD","SG9999014674.SGD","BK0216","02359","603259","LU1046422090.SGD","LU2488822045.USD","BK1576","02268","LU2328871848.SGD","LU0708995583.HKD","LU2125910500.SGD","LU1997245094.SGD","BK1583","LU2495084118.USD","LU1997244956.HKD","LU0052750758.USD","LU1997245177.USD","LU0456842615.SGD","LU2242644610.SGD"],"gpt_icon":0},{"id":"2554776891","title":"每日卖空追踪 | 药明合联 07月28日卖空量成交8.7万股，卖空比例为1.49%","url":"https://stock-news.laohu8.com/highlight/detail?id=2554776891","media":"市场透视","labels":["shareholding"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2554776891?lang=zh_cn&edition=fundamental","pubTime":"2025-07-28 16:30","pubTimestamp":1753691429,"startTime":"0","endTime":"0","summary":"药明合联北京时间07月28日，涨4.71%，卖空量成交8.7万股%，较上一交易日减少43.51%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=nesSN20250728171829a4676ffd&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, .wx-sou","directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250728171829a4676ffd&s=b","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"shareholding","news_rank":0,"length":0,"strategy_id":0,"source":"tencent","symbols":["SG9999014674.SGD","02268","LU2488822045.USD","BK1141"],"gpt_icon":0},{"id":"2554014725","title":"药明合联盘中异动 急速拉升5.07%报59.100港元","url":"https://stock-news.laohu8.com/highlight/detail?id=2554014725","media":"市场透视","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2554014725?lang=zh_cn&edition=fundamental","pubTime":"2025-07-28 14:43","pubTimestamp":1753685036,"startTime":"0","endTime":"0","summary":"2025年07月28日下午盘14时43分，药明合联股票出现异动，股价快速上涨5.07%。截至发稿，该股报59.100港元/股，成交量460.052万股，换手率0.38%，振幅5.96%。资金方面，该股资金流入1.30016亿港元，流出9760.83万港元。机构评级方面，在所有10家参与评级的机构中，90%的券商给予买入建议，10%的券商给予持有建议，无券商给予卖出建议。药明合联股票所在的生物技术行业中，整体涨幅为1.77%。业绩预告公布当日，药明合联股价一度跳空大涨超过14%，创新高。","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=nesSN20250728144357a6c55d1e&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, .wx-sou","directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250728144357a6c55d1e&s=b","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":"tencent","symbols":["BK1141","LU2488822045.USD","SG9999014674.SGD","02268"],"gpt_icon":0},{"id":"2554744063","title":"【医药】集采“反内卷”，关注受益标的——医药生物行业周报","url":"https://stock-news.laohu8.com/highlight/detail?id=2554744063","media":"渤海证券研究","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2554744063?lang=zh_cn&edition=fundamental","pubTime":"2025-07-28 09:13","pubTimestamp":1753665229,"startTime":"0","endTime":"0","summary":"集采规则持续优化，建议关注受益于集采规则优化的制药和医疗器械板块。综上，我们维持行业“看好”评级。订阅者应当充分了解各类投资风险，根据自身情况自主做出投资决策并自行承担投资风险。如因侵权行为给渤海证券造成任何直接或间接损失，渤海证券保留追究一切法律责任的权利。","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=nesSN2025072809265194be4461&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, .wx-sou","directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2025072809265194be4461&s=b","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":"tencent","symbols":["WXIBF","BK4121","02269","02268"],"gpt_icon":0},{"id":"2554549737","title":"市值近700亿港元、上半年收入预增超60%，如何读懂药明合联的生意经？","url":"https://stock-news.laohu8.com/highlight/detail?id=2554549737","media":"Ofweek维科网","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2554549737?lang=zh_cn&edition=fundamental","pubTime":"2025-07-25 14:24","pubTimestamp":1753424643,"startTime":"0","endTime":"0","summary":"7月23日，药明合联发布了正面盈利预告，其预期2025年上半年收入增长超过60%，净利润增长超50%，经调整净利润增长超67%。业绩预告公布当日，药明合联股价一度跳空大涨超过14%，创新高。该公司2020年成立，目前年营收已经突破40亿元，市值将近700亿港元。另外，根据弗若斯特沙利文的资料，按2022年的收益计，药明合联在ADC等生物偶联药物CRDMO中排名全球第二及中国第一。原文标题 : 市值近700亿港元、上半年收入预增超60%，如何读懂药明合联的生意经？","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=nesSN20250725142410971dadf8&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, .wx-sou","directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250725142410971dadf8&s=b","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":"tencent","symbols":["02268","LU2488822045.USD","SG9999014674.SGD","BK1141"],"gpt_icon":0},{"id":"2554731264","title":"【券商聚焦】中信证券：集采政策优化，支持创新发展","url":"https://stock-news.laohu8.com/highlight/detail?id=2554731264","media":"金吾财讯","labels":["policyRegulatory"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2554731264?lang=zh_cn&edition=fundamental","pubTime":"2025-07-25 08:59","pubTimestamp":1753405187,"startTime":"0","endTime":"0","summary":"金吾财讯 | 中信证券表示，2025年以来政府多次提出优化药品集采、支持创新药等相关政策，同时商保创新药目录出台在即，医药政策环境向好。2025年国家基本医保目录和商业健康保险创新药品目录调整启动，本次国谈最大的变化便是增设了商保创新药目录并与基本目录形成“双目录”并行模式。商保创新药目录的定位有望成为高价值创新药的缓冲平台，同时支付端给予“三除外”支持，有望为创新药在国内打开商业化空间带来助力。","market":"other","thumbnail":"https://static.szfiu.com/news/20250110/YzMzOTE1NTA2MzA=.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20250110/YzMzOTE1NTA2MzA=.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"1962856","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"policyRegulatory","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["01789","BK1585","BK0012","LU1064131003.USD","LU2289578879.USD","LU0640798160.USD","03933","01099","06160","LU1064130708.USD","LU1997245177.USD","06030","LU2488822045.USD","09926","BK0276","LU0588546209.SGD","BK0028","SG9999004311.SGD","LU1115378108.SGD","600030","BK1521","LU0307460666.USD","LU0348783233.USD","BK1141","02268","02228","LU0417516571.SGD","LU1997245094.SGD","09688","BK1500","BK1516","LU2328871848.SGD","BK1617","BK1161","02196","LU2495084118.USD","LU0348784397.USD","BK1583","LU0405327494.USD","BK0196","LU1328615791.USD","BK0183","02367","BK1197","BK1588","LU1997244956.HKD","BK1515","01530","LU1720050803.USD","LU1969619763.USD"],"gpt_icon":0},{"id":"2554762947","title":"医药生物行业周报：集采“反内卷” 关注受益标的","url":"https://stock-news.laohu8.com/highlight/detail?id=2554762947","media":"渤海证券","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2554762947?lang=zh_cn&edition=fundamental","pubTime":"2025-07-25 00:00","pubTimestamp":1753372800,"startTime":"0","endTime":"0","summary":"2025 年7 月24 日，SW 医药生物行业市盈率为30.59 倍，相对沪深300 的估值溢价率为155%。集采规则持续优化，建议关注受益于集采规则优化的制药和医疗器械板块。综上，我们维持行业“看好”评级。风险提示海外地缘政治风险；产品研发失败的风险；集采进一步扩容，导致药品、器械等降价压力提升的风险；行业竞争激烈导致价格下降的风险；原材料成本大幅上涨的风险。","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=nesSN20250725194304a6c1aacc&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, .wx-sou","directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250725194304a6c1aacc&s=b","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":"tencent","symbols":["02268","02269","WXIBF","BK4121"],"gpt_icon":0},{"id":"2554610557","title":"海外消费周报：新改造的酒店房间和更激进的再投资促进业绩提升","url":"https://stock-news.laohu8.com/highlight/detail?id=2554610557","media":"申万宏源研究","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2554610557?lang=zh_cn&edition=fundamental","pubTime":"2025-07-25 00:00","pubTimestamp":1753372800,"startTime":"0","endTime":"0","summary":"本期投资提示：海外社服： 金沙中国2Q25 业绩点评——新改造的酒店房间和更激进的再投资促进业绩提升二季度，中国澳门的博彩毛收入同比增长8%，恢复到2019 年的83%。公司于4 月底以来实施更激进的顾客再投资项目，促进5 月和6 月的业绩有所改善。伦敦人2405 间新改造的酒店房间和套房已在4 月底全部开业，伦敦人项目的年化ebitda 目标为10 亿美元，截至2Q25 的年化ebitda 为6.3 亿美元。","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=nesSN20250725190506a6c19b5b&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, .wx-sou","directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250725190506a6c19b5b&s=b","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":"tencent","symbols":["02269","02268","01548","WXIBF","BK4121"],"gpt_icon":0},{"id":"2553201437","title":"每日卖空追踪 | 药明合联 07月24日卖空量成交30.6万股，卖空比例为3.04%","url":"https://stock-news.laohu8.com/highlight/detail?id=2553201437","media":"市场透视","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2553201437?lang=zh_cn&edition=fundamental","pubTime":"2025-07-24 16:30","pubTimestamp":1753345833,"startTime":"0","endTime":"0","summary":"药明合联北京时间07月24日，涨6.43%，卖空量成交30.6万股%，较上一交易日减少45.45%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=nesSN20250724172118a6bf5eb3&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, .wx-sou","directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250724172118a6bf5eb3&s=b","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":"tencent","symbols":["02268","LU2488822045.USD","SG9999014674.SGD","BK1141"],"gpt_icon":0},{"id":"2553720056","title":"药明合联07月24日获主力加仓3222.9万元","url":"https://stock-news.laohu8.com/highlight/detail?id=2553720056","media":"市场透视","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2553720056?lang=zh_cn&edition=fundamental","pubTime":"2025-07-24 16:15","pubTimestamp":1753344951,"startTime":"0","endTime":"0","summary":"07月24日, 药明合联股价涨6.43%，报收57.10元，成交金额5.7亿元，换手率0.84%，振幅6.90%，量比1.40。药明合联今日主力资金净流入3222.9万元，上一交易日主力净流入3303.3万元。该股近5个交易日上涨13.63%，主力资金累计净流入1518.1万元；近20日主力资金累计净流入5245.0万元，其中净流入天数为9日。","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=nesSN20250724170102a460edf9&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, .wx-sou","directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250724170102a460edf9&s=b","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":"tencent","symbols":["LU2488822045.USD","SG9999014674.SGD","BK1141","02268"],"gpt_icon":0}],"pageSize":20,"totalPage":10,"pageCount":3,"totalSize":183,"code":"91000000","status":"200"}]}}