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抗疫概念
1,162.910
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跌家数:
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平家数:
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新闻
长城基金谭小兵:医药投资中的长期主义
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00:06","pubTimestamp":1753459608,"startTime":"0","endTime":"0","summary":"板块行情回顾医美:6月个股涨幅靠前为美丽田园医疗健康、雍禾医疗、四环医药;化妆品:6月个股涨幅靠前为若羽臣、上美股份、嘉亨家化。化妆品:2025H1美妆温和复苏,洗护表现突出、彩妆量价齐升根据国家统计局,2025上半年限额以上化妆品零售额为2291亿元,行业呈温和复苏态势,各月增速分化显著,大促前置重塑消费节奏,需求集中释放后或阶段性遇冷。美妆行业步入淡季,建议关注各美妆品牌推新思路及营销打法。","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=nesSN2025072600065394baef24&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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19:28","pubTimestamp":1753442908,"startTime":"0","endTime":"0","summary":"据全球知名投资机构ARK估算,AI可将新药研发成本降低85%,时间缩短40%。中国的“弯道超车”底气在这场全球竞赛中,中国凭借独特的优势,有望在“AI+创新药”领域实现“弯道超车”。这些本土药企的突破,正让中国创新药的成长逻辑愈发清晰。未来,随着技术持续突破和行业生态不断完善,我国有望在AI驱动的新一轮医药创新浪潮中占据重要位置,为全球患者带来更多“中国智造”的创新药物。","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/1753345767739497496","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":"lanjinger_stock","symbols":["BK1161","09939","BK1574","BK1515","06978"],"gpt_icon":0},{"id":"2554666761","title":"中国中药(00570)发盈警 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发布公告,根据集团截至2025年6月30日止六个月的未经审核综合管理账目初步评估,预期集团本期溢利净额同比下降165%-175%。董事会强调,上述计提商誉减值属非现金性质,乃为使集团财政状况未来可取得改善而采取的必要措施。上述减值对集团现金流量或业务及生产营运并无任何影响。若扣除商誉减值的影响,预计集团本期仍有盈利,惟较2024年同期同比下降50%-60%。","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/1322109.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-2","news_top_title":null,"news_tag":"dataReport","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["BK1515","00570","BK1191","BK1606"],"gpt_icon":0},{"id":"2554873761","title":"中国中药(00570)委任彭力为执行董事","url":"https://stock-news.laohu8.com/highlight/detail?id=2554873761","media":"智通财经","labels":["executive"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2554873761?lang=zh_cn&edition=fundamental","pubTime":"2025-07-25 19:02","pubTimestamp":1753441357,"startTime":"0","endTime":"0","summary":"智通财经APP讯,中国中药(00570)公布,彭力先生已获委任为执行董事及董事会战略委员会委员,自2025年7月25日起生效。","market":"sh","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/1322101.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":"中国中药(00570)委任彭力为执行董事","news_tag":"executive","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["00570","BK1515","BK1191","BK1606"],"gpt_icon":0},{"id":"2554765228","title":"恒瑞医药(01276.HK)拟4001.44 万元收购控股子公司成都盛迪1.4587%股权","url":"https://stock-news.laohu8.com/highlight/detail?id=2554765228","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2554765228?lang=zh_cn&edition=fundamental","pubTime":"2025-07-25 18:07","pubTimestamp":1753438055,"startTime":"0","endTime":"0","summary":null,"market":"sh","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.zhitongcaijing.com/immediately.html?type=ganggu","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_zhitongcaijing","symbols":["600276","LU1997245177.USD","BK0012","LU2488822045.USD","09939","159938","01276","LU1064130708.USD","BK1515","LU2495084118.USD","LU1064131003.USD","LU1655091616.SGD","LU2148510915.USD","BK1191","BK1161","LU1997245094.SGD","LU0405327148.USD","BK0060","BK0239","LU1969619763.USD","LU2328871848.SGD","LU1328615791.USD","BK0188","BK0196","BK1574","BK0183","LU1997244956.HKD","LU0405327494.USD","BK0028"],"gpt_icon":0},{"id":"2554047766","title":"超80亿市场激战正酣!扬子江杀入,白云山、天士力、齐鲁等谁将笑到最后?","url":"https://stock-news.laohu8.com/highlight/detail?id=2554047766","media":"医药经济报","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2554047766?lang=zh_cn&edition=fundamental","pubTime":"2025-07-25 18:05","pubTimestamp":1753437914,"startTime":"0","endTime":"0","summary":"2014年10月,白云山宣布其首款西地那非仿制药——金戈上市。到了2019年,金戈的销售额和销量正式超过了原研西地那非,成为国内抗ED药物市场的领导者。财报显示,2024年,金戈销量和营收均双双下滑,销售片数从2023年的1.01亿片骤降至8785万片,营收从12.9亿元下滑至10.34亿元,跌幅接近20%。","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=nesSN2025072518252694ba58d7&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=nesSN2025072518252694ba58d7&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":["BK1606","BK1521","BK1191","BK1515","00874","BK1197"],"gpt_icon":0},{"id":"2554765632","title":"白云山07月25日主力净流出673.1万元 散户资金买入","url":"https://stock-news.laohu8.com/highlight/detail?id=2554765632","media":"市场透视","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2554765632?lang=zh_cn&edition=fundamental","pubTime":"2025-07-25 16:16","pubTimestamp":1753431365,"startTime":"0","endTime":"0","summary":"07月25日, 白云山股价跌1.94%,报收18.24元,成交金额4933.1万元,换手率1.22%,振幅2.58%,量比1.77。白云山今日主力资金净流出673.1万元,上一交易日主力净流入197.2万元。该股近5个交易日上涨1.22%,主力资金累计净流出945万元;近20日主力资金累计净流出1222.7万元,其中净流出天数为10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=nesSN20250725170129a462ffca&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=nesSN20250725170129a462ffca&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":["BK1606","BK1521","BK1191","BK1515","00874","BK1197"],"gpt_icon":0},{"id":"2554161762","title":"君实生物07月25日主力净流出238.9万元 散户资金买入","url":"https://stock-news.laohu8.com/highlight/detail?id=2554161762","media":"市场透视","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2554161762?lang=zh_cn&edition=fundamental","pubTime":"2025-07-25 16:15","pubTimestamp":1753431357,"startTime":"0","endTime":"0","summary":"07月25日, 君实生物股价跌1.58%,报收24.90元,成交金额2.2亿元,换手率3.35%,振幅7.71%,量比0.94。君实生物今日主力资金净流出238.9万元,上一交易日主力净流入1715.6万元。该股近5个交易日下跌1.59%,主力资金累计净流入2575.1万元;近20日主力资金累计净流入5271.7万元,其中净流入天数为10日。该股主力净额占比0.04%,港股市场排名2452/2673。","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=nesSN20250725165840a462fe3b&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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中国中药股价跌1.28%,报收2.32元,成交金额7780.5万元,换手率0.66%,振幅2.55%,量比1.12。中国中药今日主力资金净流出866.5万元,上一交易日主力净流入2914.9万元。该股近5个交易日上涨2.18%,主力资金累计净流入1015.6万元;近20日主力资金累计净流入306.4万元,其中净流入天数为7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=nesSN20250725165653a462fd2e&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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阿里健康股价跌0.41%,报收4.84元,成交金额4.3亿元,换手率0.56%,振幅2.06%,量比0.77。阿里健康今日主力资金净流出3782.7万元,上一交易日主力净流入3807.4万元。该股近5个交易日上涨3.40%,主力资金累计净流入8228.7万元;近20日主力资金累计净流入6.4亿元,其中净流入天数为11日。该股主力净额占比0.05%,港股市场排名2485/2673。","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=nesSN20250725165540a6c15978&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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复星医药股价涨1.73%,报收18.82元,成交金额2.6亿元,换手率2.56%,振幅4.97%,量比1.57。复星医药今日主力资金净流入644.0万元,连续3日净流入,上一交易日主力净流入265.0万元。近一年数据显示,该股主力连续3日净流入后,次日上涨概率为55.56%,平均涨幅为2.55%。该股近5个交易日上涨5.32%,主力资金累计净流出1434.0万元;近20日主力资金累计净流入7432.5万元,其中净流入天数为12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=nesSN20250725164925a6c155f5&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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比亚迪电子股价跌1.71%,报收34.40元,成交金额6.7亿元,换手率0.87%,振幅2.71%,量比1.20。比亚迪电子今日主力资金净流出9325.1万元,上一交易日主力净流入1.7亿元。该股近5个交易日上涨2.98%,主力资金累计净流入8343.4万元;近20日主力资金累计净流入2.6亿元,其中净流入天数为10日。该股主力净额占比0.12%,港股市场排名2585/2673。","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=nesSN20250725164700a462f815&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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歌礼制药-B股价跌3.25%,报收10.72元,成交金额2456.4万元,换手率0.24%,振幅4.69%,量比0.28。歌礼制药-B今日主力资金净流出117.5万元,上一交易日主力净流入140.4万元。该股近5个交易日下跌7.92%,主力资金累计净流出956.8万元;近20日主力资金累计净流入2446.6万元,其中净流入天数为11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=nesSN20250725164721a6c154ce&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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15:33","pubTimestamp":1753428780,"startTime":"0","endTime":"0","summary":"截至目前,市值达到136亿港元。回望过去半年,港股生物医药IPO钟声不断。而报告期内唯一一笔近900万元的收入,来自百济神州。兜兜转转13年,康小强与赖寿鹏终于迎来人生第一个IPO。其核心在研产品HY1001,有望成为国内首个上市的重组人白蛋白药品。随后上周,北芯生命IPO顺利通过审核。科创板之外,港股医药类IPO十分火热。恒瑞医药以98.9亿港元募资额创下近五年最大医药IPO,首日股价涨超25%。","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=nesSN20250725154107a462cf13&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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15:05","pubTimestamp":1753427149,"startTime":"0","endTime":"0","summary":"2025年07月25日下午盘15时05分,平安好医生股票出现异动,股价大幅上涨5.03%。截至发稿,该股报10.020港元/股,成交量1484.6万股,换手率0.69%,振幅5.66%。资金方面,该股资金流入9604.9万港元,流出4007.43万港元。平安好医生股票所在的医疗及医学美容服务行业中,整体涨幅为0.18%。其相关个股中,万嘉集团、康圣环球、新世纪医疗涨幅较大,振幅较大的相关个股有北京健康、麦迪卫康、联合医务,振幅分别为21.51%、12.96%、10.42%。","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=nesSN20250725150549a6c1192c&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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14:41","pubTimestamp":1753425683,"startTime":"0","endTime":"0","summary":"2025年07月25日下午盘14时41分,东阳光长江药业股票出现波动,股价大幅跳水5.06%。截至发稿,该股报16.140港元/股,成交量834.4万股,换手率1.28%,振幅5.65%。东阳光长江药业股票所在的药品行业中,整体跌幅为1.44%。消息层面,截至14时41分,《上市生效决议获近乎全票赞成通过,东阳光药登陆港股进入最后倒计时》资讯为影响东阳光长江药业的重要信息。由此可见,东阳光药的这一港股首创上市方案对股东权益的高度重视与维护。","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=nesSN20250725144127a462b3cc&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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