港股详情

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生物医药B类股

504.495

+4.5040.90%

涨家数：16

跌家数：14

平家数：4

市盈率：- -

高：505.313

开：500.023

低：490.944

收：499.991

数据加载中...

医药生物行业跟踪周报：中国创新药在ASCO表现超预期，关注信达生物、科伦博泰等

港股次新股狂欢：17只翻倍牛股涌现，新消费、创新药领跑，中报临近警惕

新消费行情还能持续多久？创新药是今年的重要主线

每日经济新闻

中国抗体(03681.HK)中国区总裁离任

阿斯达克财经

同源康医药-B申请H股全流通

西南证券：持续关注AI医疗和创新药

又一家国产Biotech内讧，创始人离场

国泰海通海外：港股是本轮牛市主战场

【国泰海通海外：港股是本轮牛市主战场】国泰海通海外策略团队发布研报表示，今年港股明显跑赢A股，背后反映宏观偏弱背景下港股稀缺性资产更具吸引力，类似2012-14年移动互联浪潮下港股比A股率先崛起。互联网、新消费、创新药、红利等板块的稀缺资产在港股更集中，与当前AI应用、新消费等产业趋势相关度更高，即港股资产的稀缺性所在。随着外部扰动减缓，国内政策发力驱动基本面修复、南下提供边际资金增量，下半年港股望进一步向上，结构上恒生科技更优。

具身智能下半场：各路机器人发起场景争夺战｜智能涌现

21世纪经济报道

千亿A股创新药公司，现重大研发进展！136家机构火速调研！

药明巨诺CAR-T产品“瑞基奥仑赛”在中国澳门获批上市

这家港股18A内讧，灵魂人物离场。

北京市春立正达医疗器械股份有限公司等六家公司中标国家增补产品清单项目

朗佑堂制药取得臭氧发生器尾气处理装置专利，使臭氧尾气中的臭氧彻底被净化

盘锦欧柏科思申请用于芳香类医药中间体合成的酯化反应装置及其工艺专利，显著提升反应效率与产品质量

德镁医药递表港交所：高毛利难掩亏损隐忧

西南证券：云顶新耀(01952)迎商业化拐点耐赋康销售峰值预计达到50亿元

智通财经网

震惊！千亿创新药龙头暴涨14%，带领板块再创新高！

云顶新耀(1952.HK)：商业化拐点，耐赋康销售峰值剑指50亿元

向阳论医谈药

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22:07","pubTimestamp":1749391630,"startTime":"0","endTime":"0","summary":"中国创新药闪耀ASCO会议，突破多个实体瘤治疗瓶颈。2025ASCO会议共有来自中国的73项口头报告，数量创下历史新高。中国企业发布双抗研究约34项，占整体双抗研究的比例约49%。该药为全球首款完成患者给药的环形RNA类药物，曾于1月获中国NMPA IND批准。具体标的选择思路：从成长性角度选股，主要集中创新药领域，关注信达生物、泽璟制药、百济神州、科伦博泰、恒瑞医药、三生制药、百利天恒、联邦制药、康方生物、迪哲医药、海思科等。","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=nesSN2025060822071597767da0&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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16:11","pubTimestamp":1749370260,"startTime":"0","endTime":"0","summary":"同源康医药-B（02410）发布公告，公司已于2025年6月6日向中国证券监督管理委员会提交申请，计划将461万股非上市股份转换为H股并在香港联合交易所上市。此次申请是依据相关法律法规及监管指引进行的，标志着公司向H股全流通迈出了重要一步。根据公告，转化的非上市股份占公司已发行股本总额3.71亿股的1.24%。在获得所有相关监管机构的批准后，这些股份将能够在联交所主板上市交易。公司将持续关注申请进展，并在适当时机发布进一步公告，提醒股东及潜在投资者保持审慎。（文章来源：财中社）","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=nesSN20250608161948a6ff0489&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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个百分点，行业涨跌幅排名第5。本周相对表现最好的子板块是疫苗，上涨2.9%，年初以来表现最好的前三板块分别是化学制剂、原料药、其他生物制品，涨跌幅分别为+21.3%、+20.4%、+16.1%。据统计，目前全国已有830+医院陆续完成DeepSeek-R1的本地化部署，推动医院数字化、智能化转型，应用场景包括监测医疗质量、优化医院资源调配、辅助诊断、保证数据安全等。　　ASCO 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14:54","pubTimestamp":1749279250,"startTime":"0","endTime":"0","summary":"耐赋康是中国首个且唯一获批的IgA肾病治疗药物，销售峰值剑指50亿元。我国IgA肾病患者群体达400-500万人，耐赋康上市后放量明显，2024年实现收入3.5亿元，我们预计耐赋康峰值有望达50亿元。伊曲莫德为新一代口服治疗溃疡性结肠炎药物，销售峰值有望达20亿元。1云顶新耀：商业化拐点，2024年收入7亿元1.1 四款已上市及近期将上市的产品公司共有四款已上市及近期将上市的产品。Nefecon治疗在随访2年时可显著延缓肾功能衰退达50%。","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=nesSN20250607145949a49dbba1&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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