港股详情

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中国银河

10.320

-0.300-2.82%

成交量：5,253.94万

成交额：5.45亿

市值：1,128.43亿

市盈率：11.78

高：10.680

开：10.600

低：10.200

收：10.620

数据加载中...

总览公司新闻公告

中国银河：港股重估加速，AI应用突围

中国银河完成发行20亿元公司债券

每日卖空追踪 | 中国银河 06月20日卖空量成交50.2万股，卖空比例为1.65%

中国银河证券：港股重估加速关注央国企、港股传媒互联网、AI+垂类行业三条主线

中国银河06月19日遭主力抛售4638.8万元

【热点追踪】科创板制度创新再升级科技企业与券商双受益

中国银河证券：白电投资看公司业绩稳定性 AI与具身机器人将带来新智能产品

中国银河证券：亲子+深度体验主导暑期市场欧洲长线游需求提升

【中国银河证券：下半年继续看好创新药，关注器械与服务增速回升】中国银河证券指出，2025年下半年继续看好创新药，关注器械与服务增速回升。1）持续看好医药创新：下半年创新药BD预计仍将持续，国内丙类目录及商保政策有望推动估值继续提升。2）医药投融资有望复苏：二级市场繁荣有望带来一级市场投融资回升，CXO及上游景气度向好。3）医疗器械有望触底回升：招投标数据已开始回暖，以旧换新积压需求逐步释放。4）医疗服务增速有望迎拐点：全国DRG/DIP支付改革实现统筹区及符合条件医疗机构全覆盖，眼科领域复苏信号显现。5）医药消费静待复苏：观察国内刺激消费政策效果，预期有利于医药消费复苏，渠道库存出清、终端需求回暖。投资建议上，2025年医药创新药板块估值修复显著，下半年有望带动其他板块回暖，我们看好创新药产业链、细分行业龙头，关注医药消费复苏。

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