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02269 药明生物
已收盘 10-08 16:08:17
54.100
-2.600
-4.59%
最高
57.250
最低
53.800
成交量
3,537万
今开
56.700
昨收
56.700
日振幅
6.08%
总市值
2,227亿
流通市值
2,227亿
总股本
41.16亿
成交额
19.54亿
换手率
0.86%
流通股本
41.16亿
市净率
--
ROE
--
每股收益
0.00
52周最高
--
52周最低
--
市盈率
--
股息
--
股息收益率
--
ROA
--
分时
五日
日K
周K
月K
数据加载中...
北京优虎网络科技有限公司
免责声明:香港交易所资讯服务有限公司、其控股公司及／或该等控股公司的任何附属公司均竭力确保所提供信息的准确和可靠度，但不能保证其绝对准确和可靠，且亦不会承担因任何不准确或遗漏而引起的任何损失或损害的责任（不管是否侵权法下的责任或合约责任又或其它责任）
资讯
新帖
简况
异动解读｜药明生物盘中下跌3.26%，生物医药板块集体回调
行情直击 · 13:15
异动解读｜药明生物盘中下跌3.26%，生物医药板块集体回调
药明生物9月股份变动月报表：已发行股本减少29,015,937股
公告速递 · 10-07 21:36
药明生物9月股份变动月报表：已发行股本减少29,015,937股
生物医药板块大幅回调 恒生生物科技指数跌3.15%
金吾财讯 · 10-07 09:35
生物医药板块大幅回调 恒生生物科技指数跌3.15%
异动解读｜药明生物开盘下跌3.11%，CXO板块集体回调
行情直击 · 10-07 09:33
异动解读｜药明生物开盘下跌3.11%，CXO板块集体回调
异动解读｜药明生物开盘下跌3.11%，CXO板块集体回调
行情直击 · 10-07 09:24
异动解读｜药明生物开盘下跌3.11%，CXO板块集体回调
【热门行业】光遗传学获2026年诺奖：产业仍处早期，眼科赛道临床进度领先（附相关标的）
金吾财讯 · 10-06 18:22
【热门行业】光遗传学获2026年诺奖：产业仍处早期，眼科赛道临床进度领先（附相关标的）
CRO概念股午后涨幅居前 药明生物及康龙化成均涨逾4%
新浪港股 · 10-06 13:43
CRO概念股午后涨幅居前 药明生物及康龙化成均涨逾4%
港股异动 | CRO概念股涨幅居前 小摩称不太担心利率上升影响板块 订单增长支撑后续业绩兑现
智通财经 · 10-06 11:55
港股异动 | CRO概念股涨幅居前 小摩称不太担心利率上升影响板块 订单增长支撑后续业绩兑现
港股异动 | CRO概念股涨幅居前 小摩称不太担心利率上升影响板块 订单增长支撑后续业绩兑现
智通财经 · 10-06 11:55
港股异动 | CRO概念股涨幅居前 小摩称不太担心利率上升影响板块 订单增长支撑后续业绩兑现
小摩：不太担心利率上升影响中国医疗健康行业 继续看好生物科技及CXO
智通财经 · 10-06 11:32
小摩：不太担心利率上升影响中国医疗健康行业 继续看好生物科技及CXO
生物医药板块走高 恒生生物科技指数涨2.32% 金斯瑞生物科技（01548）涨5.30%
金吾财讯 · 10-06 10:01
生物医药板块走高 恒生生物科技指数涨2.32% 金斯瑞生物科技（01548）涨5.30%
创新药概念普升 歌礼制药-B（01672）涨11.78%、再鼎医药（09688）涨6.55%
金吾财讯 · 10-06 09:54
创新药概念普升 歌礼制药-B（01672）涨11.78%、再鼎医药（09688）涨6.55%
异动解读｜药明生物盘中上涨3.16%，报57.15港元
行情直击 · 10-06 09:45
异动解读｜药明生物盘中上涨3.16%，报57.15港元
生物医药板块局部活跃 金斯瑞生物科技（01548）涨4.67%、百济神州（06160）涨2.92%
金吾财讯 · 10-05
生物医药板块局部活跃 金斯瑞生物科技（01548）涨4.67%、百济神州（06160）涨2.92%
【券商聚焦】国金证券：行业有望迎业绩与估值戴维斯双击，创新药板块底部配置价值凸显
金吾财讯 · 10-05
【券商聚焦】国金证券：行业有望迎业绩与估值戴维斯双击，创新药板块底部配置价值凸显
异动解读｜药明生物盘中下跌3.39%，报54.5港元
行情直击 · 10-02
异动解读｜药明生物盘中下跌3.39%，报54.5港元
创新药概念普涨 金斯瑞生物科技（01548）涨超10% 机构看好创新药及其产业链
金吾财讯 · 09-30
创新药概念普涨 金斯瑞生物科技（01548）涨超10% 机构看好创新药及其产业链
异动解读｜药明生物盘中上涨3.27%，中期业绩强劲叠加政策利好持续催化
行情直击 · 09-30
异动解读｜药明生物盘中上涨3.27%，中期业绩强劲叠加政策利好持续催化
北水动向|北水成交净买入0.15亿 北水加仓友邦保险(01299)超8亿港元 抛售阿里(09988)超5亿
智通财经 · 09-29
北水动向|北水成交净买入0.15亿 北水加仓友邦保险(01299)超8亿港元 抛售阿里(09988)超5亿
异动解读｜药明生物盘中上涨3.28%，CXO高景气叠加政策利好持续催化
行情直击 · 09-29
异动解读｜药明生物盘中上涨3.28%，CXO高景气叠加政策利好持续催化
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公司概况
公司名称：
药明生物
所属市场：
SEHK
上市日期：
--
主营业务：
药明生物技术有限公司是一家主要从事向生物制剂行业的客户提供就生物发现、开发及生产的端到端解决方案及服务的投资控股公司。该公司主要通过两个分部运营其业务。生物药分部主要从事提供生物药的发现、开发和生产。药明合联（XDC）分部主要从事为抗体偶联药物（ADCs）及各种生物偶联药物提供合同研究、开发及生产组织（CRDMO）服务。该公司主要在国内和国外市场开展其业务。
发行价格：
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13:15","pubTimestamp":1791436501,"startTime":"0","endTime":"0","summary":"10月8日，药明生物盘中下跌3.26%，报54.85港元，成交额10.45亿港元。消息面上，生物医药板块整体承压，CXO概念股集体回调，短线获利盘集中兑现收益。前一日恒生生物科技指数大跌3.15%，金斯瑞生物科技重挫逾14%，板块情绪对药明生物形成显著拖累。尽管公司中期业绩显示营收117.87亿元、经调整净利润39.37亿元、毛利率提升至46.2%，基本面保持稳健，但经过6月以来板块整体修复行情后，部分资金选择止盈离场，加剧了回调压力。（以上内容均基于市场公开消息，由程序或算法智能生成，仅作为股价异动提醒，不作为投资建议或交易依据。）","market":"hk","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","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":["02269"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1191235013","title":"药明生物9月股份变动月报表：已发行股本减少29,015,937股","url":"https://stock-news.laohu8.com/highlight/detail?id=1191235013","media":"公告速递","labels":["shareholding","SGX"],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/1191235013?lang=zh_cn&edition=full","pubTime":"2026-10-07 21:36","pubTimestamp":1791380194,"startTime":"0","endTime":"0","summary":"药明生物于2026年10月7日披露了截至2026年9月30日止月份的证券变动月报表。公告显示，公司注册于开曼群岛，期内法定股本保持在6,000,000,000股普通股不变，每股面值为0.000008333333美元，注册股本总额为50,000美元。本月报告期初，公司已发行股份为4,145,778,387股；当月合计增加股份10,808,563股，主要来自首次公开发售前购股权计划的行使，并为此募集资金合计3,684,520.37美元。综上，本月公司已发行股份净减少29,015,937股，报告期末已发行股份总数降至4,116,762,450股，未有库存股份。","market":"us","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"a3893e2538b44a4c9453f52433cb6ed2","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"shareholding,SGX","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["02269"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2673064659","title":"生物医药板块大幅回调 恒生生物科技指数跌3.15%","url":"https://stock-news.laohu8.com/highlight/detail?id=2673064659","media":"金吾财讯","labels":[],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/2673064659?lang=zh_cn&edition=full","pubTime":"2026-10-07 09:35","pubTimestamp":1791336927,"startTime":"0","endTime":"0","summary":"金吾财讯 | 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09:33","pubTimestamp":1791336805,"startTime":"0","endTime":"0","summary":"10月7日，药明生物开盘下跌3.11%，报56.1港元，成交额1.3亿港元。该股前一日盘中曾上涨3.16%，今日低开显示短线获利回吐压力。消息面上，CXO板块整体走弱，英矽智能跌5.06%、昭衍新药跌4.35%、晶泰控股跌2.47%，板块情绪对药明生物形成拖累。尽管此前披露的中期业绩显示营收117.87亿元，经调整净利润39.37亿元，毛利率提升至46.2%，XDC外部销售同比增长37.8%，基本面稳健，但短线资金选择兑现收益。","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":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":"药明生物低开回调，CXO板块集体承压","news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["02269"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1133634066","title":"异动解读｜药明生物开盘下跌3.11%，CXO板块集体回调","url":"https://stock-news.laohu8.com/highlight/detail?id=1133634066","media":"行情直击","labels":[],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/1133634066?lang=zh_cn&edition=full","pubTime":"2026-10-07 09:24","pubTimestamp":1791336245,"startTime":"0","endTime":"0","summary":"10月7日，药明生物开盘下跌3.11%，报56.1港元，成交额1.3亿港元。该股前一日盘中曾上涨3.16%，今日低开显示短线获利回吐压力。此前披露的中期业绩显示，营收117.87亿元，经调整净利润39.37亿元，毛利率提升至46.2%，XDC外部销售同比增长37.8%。同时公司注销约3982万股已回购股份，客观上减少流通盘。然而今日CXO板块整体走弱，英矽智能跌5.06%、昭衍新药跌4.35%、晶泰控股跌2.47%，板块情绪对药明生物形成拖累。","market":"hk","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":"药明生物低开走弱，CXO板块集体承压","news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["02269"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2673058257","title":"【热门行业】光遗传学获2026年诺奖：产业仍处早期，眼科赛道临床进度领先（附相关标的）","url":"https://stock-news.laohu8.com/highlight/detail?id=2673058257","media":"金吾财讯","labels":[],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/2673058257?lang=zh_cn&edition=full","pubTime":"2026-10-06 18:22","pubTimestamp":1791282120,"startTime":"0","endTime":"0","summary":"诺奖落地的消息引发市场对光遗传学、脑科学相关赛道的关注。从行业发展阶段来看，光遗传学整体仍处于产业化早期，基础科研仍是核心需求，临床商业化尚未全面兑现。下游临床应用端，眼科赛道临床进度相对领先，但全行业目前尚无光遗传学产品完成全流程审批并获批上市，从临床试验到产品上市仍存在重大不确定性。","market":"other","thumbnail":"https://static.szfiu.com/news/20250110/YWU1MjY3ODMwOTg1Nzg=.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20250110/YWU1MjY3ODMwOTg1Nzg=.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"299f0a9977df499f8ead781071e5e5e7","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"1993152","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":null,"symbols":["LU1688375341.USD","LU0359202008.SGD","LU0516423174.USD","HK0000320264.USD","LU0181495838.USD","HK0000306685.HKD","LU0417516902.SGD","LU0823426308.USD","LU1242518931.SGD","BK1576","BK1161","LU0348767384.USD","LU0979878070.USD","BK1191","LU0456827905.SGD","LU0140636845.USD","LU0572944931.SGD","09688","LU1961090484.USD","BK1588","LU0052750758.USD","LU0708995583.HKD","09969","01548","IBBQ","LU0051755006.USD","LU0708995153.HKD","LU0211977185.USD","IE00B0JY6N72.USD","LU0516422440.USD","09926","LU0043850808.USD","01477","LU0128522744.USD","LU0516423091.SGD","LU0819121731.USD","LU0029874905.USD","LU0456846285.SGD","01952","LU0307460666.USD","02269","LU0540923850.HKD","BK1574","LU1794554557.SGD","KURE","LU0359201612.USD","LU1720050803.USD","LU0634319403.HKD","02228","LU2476274308.USD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2673039500","title":"CRO概念股午后涨幅居前 药明生物及康龙化成均涨逾4%","url":"https://stock-news.laohu8.com/highlight/detail?id=2673039500","media":"新浪港股","labels":[],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/2673039500?lang=zh_cn&edition=full","pubTime":"2026-10-06 13:43","pubTimestamp":1791265380,"startTime":"0","endTime":"0","summary":"热点栏目自选股\n数据中心\n行情中心\n资金流向\n模拟交易客户端CRO概念股午后涨幅居前，截至发稿，药明生物（02269）上涨4.60%，报57.95港元；康龙化成（03759）上涨3.99%，报32.88港元；泰格医药（03347）上涨3.80%，报47.04港元；药明康德（02359）上涨2.64%，报218港元。","market":"other","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://finance.sina.com.cn/stock/hkstock/marketalerts/2026-10-06/doc-iniuhitp5779126.shtml","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":"sina","symbols":["LU0211977185.USD","LU0708995583.HKD","LU0456827905.SGD","LU0456846285.SGD","LU0181495838.USD","LU0327786744.USD","BK0216","LU0359201612.USD","BK1589","LU0634319403.HKD","LU0348825331.USD","03759","LU0348735423.USD","LU0516423091.SGD","LU0516422366.SGD","LU0140636845.USD","BK1576","LU1794554557.SGD","LU0417516738.SGD","LU2778985437.USD","LU3063872942.SGD","LU0588546209.SGD","LU0561508036.HKD","LU0039217434.USD","LU0540923850.HKD","LU1880383366.USD","BK1521","LU0823426480.USD","LU0320764599.SGD","BK1141","LU0128522744.USD","LU0516423174.USD","LU1242518857.USD","LU0128526141.USD","LU0856984785.SGD","LU0307460666.USD","LU0359202008.SGD","LU2039709279.SGD","LU0029874061.USD","LU0326950275.SGD","LU0979878070.USD","02269","IE00B0JY6N72.USD","KURE","LU2476274308.USD","SG9999002562.SGD","300759","LU0320764243.SGD","LU0348827113.USD","LU1688375341.USD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2673187035","title":"港股异动 | CRO概念股涨幅居前 小摩称不太担心利率上升影响板块 订单增长支撑后续业绩兑现","url":"https://stock-news.laohu8.com/highlight/detail?id=2673187035","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/2673187035?lang=zh_cn&edition=full","pubTime":"2026-10-06 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| CRO概念股涨幅居前 小摩称不太担心利率上升影响板块 订单增长支撑后续业绩兑现","url":"https://stock-news.laohu8.com/highlight/detail?id=2673003518","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/2673003518?lang=zh_cn&edition=full","pubTime":"2026-10-06 11:55","pubTimestamp":1791258904,"startTime":"0","endTime":"0","summary":"摩根大通发布研报称，不太担心利率上升影响中国医疗健康行业。该行预期本轮加息周期将于12月再加息一次后结束，而非延续至明年的长期紧缩，因此对利率上升影响中国医疗健康估值并不太担心，并继续看好生物科技及CXO子板块。国盛证券指出，订单增长叠加ADC、GLP-1、核酸药物等新兴领域产能进入收获期，为后续CXO收入增长提供支撑，订单转化及利润兑现值得持续跟踪。","market":"us","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/1503855.html","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":"stock_zhitongcaijing","symbols":["IE00BBT3K403.USD","LU0128526141.USD","IYF","LU2552382215.SGD","LU0039217434.USD","BK4516","LU3063872942.SGD","KCAI","VFH","LU0256863902.USD","LU1064131342.USD","FNCL","IYG","TRUF","LU1261432733.SGD","LU0211331839.USD","03347","JPMO","02269","LU2236285917.USD","TFNS","VXUS","FTXO","IXG","KURE","BK1583","LU0267386448.USD","LU2023250843.SGD","UYG","LU0882574139.USD","KBWB","02359","LU0140636845.USD","LU0348735423.USD","LU2023250504.SGD","XLBI","EQRR","XLF","03759","LU1688375341.USD","LU1551013425.SGD","LU1974910355.USD","LU2045819591.USD","LU2417539215.USD","IE00BN8TJ469.HKD","LU0029874061.USD","LU0211328371.USD","LU1162221912.USD","JPO","PEX"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2673035134","title":"小摩：不太担心利率上升影响中国医疗健康行业 继续看好生物科技及CXO","url":"https://stock-news.laohu8.com/highlight/detail?id=2673035134","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/2673035134?lang=zh_cn&edition=full","pubTime":"2026-10-06 11:32","pubTimestamp":1791257520,"startTime":"0","endTime":"0","summary":"另外，该行预期本轮加息周期将于12月再加息一次后结束，而非延续至明年的长期紧缩，因此对利率上升影响中国医疗健康估值并不太担心，并继续看好生物科技及CXO子板块。","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/1503851.html","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":"stock_zhitongcaijing","symbols":["FTXO","WX","TRUF","KBWB","02269","LNGR","03696","LU0976567544.SGD","XLF","EQRR","02359","LU0708995153.HKD","LU0345769631.USD","IYG","JPMO","PEX","JPO","VFH","MEDX","XLBI","HBImain","LU2168564065.EUR","159837","KURE","IE00BKDWB100.SGD","LABU","LU0572944931.SGD","VHT","IBBJ","AGNG","IYF","FNCL","LU1670627923.USD","XLV","IXG","CXO","LU1974910355.USD","TFNS","IEIH","02268","XBI","06990","SYNB","IE0034235295.USD","GDOC","159760","IXJ","UYG","01548","LU0345769128.USD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2673033818","title":"生物医药板块走高 恒生生物科技指数涨2.32% 金斯瑞生物科技（01548）涨5.30%","url":"https://stock-news.laohu8.com/highlight/detail?id=2673033818","media":"金吾财讯","labels":[],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/2673033818?lang=zh_cn&edition=full","pubTime":"2026-10-06 10:01","pubTimestamp":1791252073,"startTime":"0","endTime":"0","summary":"金吾财讯 | 生物医药板块走高，恒生生物科技指数涨2.32%，恒生医疗保健指数涨2.19%，万得中国创新药指数涨2.15%。个股方面，再鼎医药涨6.97%，金斯瑞生物科技涨5.30%，君实生物涨3.07%，药明生物涨3.07%，康方生物涨2.92%，康诺亚-B涨2.33%，泰格医药涨1.90%，诺诚健华涨1.87%。","market":"fut","thumbnail":"https://static.szfiu.com/news/20241108/MGY1NDA5NTM4NDQ4Mw==.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20241108/MGY1NDA5NTM4NDQ4Mw==.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"299f0a9977df499f8ead781071e5e5e7","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"1993104","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":["LU0561508036.HKD","LU0181495838.USD","LU0708995583.HKD","LU0348784397.USD","09926","01877","LU0051755006.USD","LU0359202008.SGD","LU0456827905.SGD","LU1794554557.SGD","HK0000306701.USD","09969","BK1141","LU2039709279.SGD","LU0516423174.USD","LU0348735423.USD","LU2778985437.USD","BK4581","01548","BK1574","LU0052750758.USD","161726","LU0417516902.SGD","399441","LU2488822045.USD","LU0634319403.HKD","LU1720050803.USD","LU0128522744.USD","LU0327786744.USD","SG9999002562.SGD","BK1515","XBI","LU1242518857.USD","02162","02269","LU0039217434.USD","LU0320764599.SGD","SG9999002463.SGD","HK0000320223.HKD","LU0140636845.USD","LU0307460666.USD","LU1880383366.USD","KURE","LU0516422952.EUR","09688","LU0708995153.HKD","03347","IE00BPRC5H50.USD","IE00B543WZ88.USD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2673734038","title":"创新药概念普升 歌礼制药-B（01672）涨11.78%、再鼎医药（09688）涨6.55%","url":"https://stock-news.laohu8.com/highlight/detail?id=2673734038","media":"金吾财讯","labels":[],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/2673734038?lang=zh_cn&edition=full","pubTime":"2026-10-06 09:54","pubTimestamp":1791251688,"startTime":"0","endTime":"0","summary":"金吾财讯 | 创新药概念普涨，截至发稿，歌礼制药-B 涨11.78%，再鼎医药涨6.55%，金斯瑞生物科技涨5.30%，晶泰控股涨4.40%，中国生物制药涨3.96%，三生制药涨3.41%，药明生物涨3.16%，康方生物涨3.11%，云顶新耀涨3.10%，四环医药涨2.82%。2026ESMO已公布LBA标题，29项LBA的试验药物由中国药企原研或参与开发，涉及约20家企业，其中5项进入主席研讨会。","market":"nz","thumbnail":"https://static.szfiu.com/news/20241108/OWU0MGRiNDM1NDA5NTM4MzU5OQ==.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20241108/OWU0MGRiNDM1NDA5NTM4MzU5OQ==.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"1993103","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":["LU0348827113.USD","00460","09688","LU2778985437.USD","MEDX","01672","ZLAB","01548","01952","LU2476274308.USD","02228","BK1521","IE00BZ08YT58.USD","LU0359201612.USD","LU0211977185.USD","LU0516422366.SGD","LU0029874061.USD","KURE","IE00BPRC5H50.USD","IBBQ","LU0029874905.USD","LU0348784397.USD","LU0052750758.USD","09926","LU1242518931.SGD","01177","06978","LU0823426308.USD","BK1161","BK4139","01530","LNGR","LU0320764599.SGD","LU0516423091.SGD","159992","BK1515","LU0320764243.SGD","LU0708995153.HKD","02269","LU0348735423.USD","LU0140636845.USD","BK1141","LU0348766576.USD","LU0417516902.SGD","SG9999002463.SGD","BK1191","BK4588","BK1574","HK0000306701.USD","01477"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1192044386","title":"异动解读｜药明生物盘中上涨3.16%，报57.15港元","url":"https://stock-news.laohu8.com/highlight/detail?id=1192044386","media":"行情直击","labels":[],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/1192044386?lang=zh_cn&edition=full","pubTime":"2026-10-06 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14:10","pubTimestamp":1791180649,"startTime":"0","endTime":"0","summary":"金吾财讯 | 生物医药板块局部表现活跃，截至发稿，金斯瑞生物科技 涨4.67%，百济神州涨2.92%，药明生物涨1.65%，药明康德涨1.14%。消息面上，山西证券表示，AI模型公司以及众多MNC对AI高度重视已充分说明AI制药是未来AI应用的重要方向之一。短期看，通过AI模型设计的大量药物分子有望转化成上游服务企业的新增订单；中长期看，AI制药未来有望大幅提高药物研发效率和研发质量。","market":"us","thumbnail":"https://static.szfiu.com/news/20250110/MDc3ODQ0ZjRmZjY3NDY3NWE2ZmExZWEzMjkyYmRjMmI4NjI3MTMyNDA2NzU1.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20250110/MDc3ODQ0ZjRmZjY3NDY3NWE2ZmExZWEzMjkyYmRjMmI4NjI3MTMyNDA2NzU1.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"1993064","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":["LU0128526141.USD","LU0456827905.SGD","LU1242518857.USD","161726","LU0348766576.USD","LU0417516902.SGD","LU2039709279.SGD","LU2778985437.USD","BK4585","LU1770034418.SGD","LU0561508036.HKD","02269","IE00B0JY6N72.USD","LU0307460666.USD","BK1610","LU0228659784.USD","LU2125910500.SGD","LU2045819591.USD","LU2476274720.SGD","399441","01548","BK4581","LU0819121731.USD","LU0540923850.HKD","LU0348767384.USD","HK0000306685.HKD","LU0708995583.HKD","LU0029874905.USD","XBI","688235","02359","LU0051755006.USD","LU0181495838.USD","ONC","06160","BK4526","LU0327786744.USD","LU0516422366.SGD","LU0211977185.USD","LU0320764243.SGD","LU0320764599.SGD","LU0516422440.USD","LU0572944931.SGD","LU0634319403.HKD","LU0039217434.USD","LU0828237510.HKD","BK4139","HK0000306701.USD","KURE"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2673792787","title":"【券商聚焦】国金证券：行业有望迎业绩与估值戴维斯双击，创新药板块底部配置价值凸显","url":"https://stock-news.laohu8.com/highlight/detail?id=2673792787","media":"金吾财讯","labels":[],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/2673792787?lang=zh_cn&edition=full","pubTime":"2026-10-05 08:50","pubTimestamp":1791161445,"startTime":"0","endTime":"0","summary":"随着后续管线商业化兑现、全球创新价值链话语权提升，行业有望迎来业绩与估值的戴维斯双击，创新药板块底部配置价值凸显。中国研究占全体大会核心LBA总量的1/3，这标志着中国肿瘤创新研发已深度融入全球研发体系，成为驱动全球肿瘤诊疗升级的重要力量，持续利好国内创新药企国际化发展与临床价值兑现。2026 ESMO已公布LBA标题，29项LBA的试验药物由中国药企原研或参与开发，涉及约20家企业，其中5项进入主席研讨会。","market":"nz","thumbnail":"https://static.szfiu.com/news/20241108/MDc2YjQxZmY4Y2VkNWEzNDU4MmJiNGExMDgxOTA3MjUwMzc=.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20241108/MDc2YjQxZmY4Y2VkNWEzNDU4MmJiNGExMDgxOTA3MjUwMzc=.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"1992996","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":["IE0008368742.USD","BK1583","06185","02269","LU0516422952.EUR","MEDX","LNGR","LU0314109678.HKD","LU1807302812.USD","01877","KURE","LU0315179316.USD","LU0359202008.SGD","LU0823426308.USD","LU1226287875.USD","159992","BK0201","HK0000165453.HKD","LU0455707207.USD","LU0856984785.SGD","BK1515","02142","LU0540923850.HKD","LU0052750758.USD","LU1328277881.USD","01093","LU2399975544.HKD","LU1794554557.SGD","LU2242644610.SGD","01177","LU0211977185.USD","LU1226288253.USD","09926","09995","IE00BPRC5H50.USD","LU0043850808.USD","06160","06978","09688","BK1610","LU0244354667.USD","02616","BK1576","BK1161","01801","IBBQ","LU0823426480.USD","KCE","LU1242518931.SGD","600109"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1144555852","title":"异动解读｜药明生物盘中下跌3.39%，报54.5港元","url":"https://stock-news.laohu8.com/highlight/detail?id=1144555852","media":"行情直击","labels":[],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/1144555852?lang=zh_cn&edition=full","pubTime":"2026-10-02 09:48","pubTimestamp":1790905738,"startTime":"0","endTime":"0","summary":"10月2日，药明生物盘中下跌3.39%，报54.5港元/股，成交额1.52亿港元。药明生物所在的生命科学工具和服务行业中，板块整体走弱，个股中，药明康德跌3.25%，金斯瑞生物科技跌4.06%，英矽智能跌6.74%，药明合联跌3.96%，晶泰控股跌5.5%。药明生物是一家主要从事向生物制剂行业客户提供生物发现、开发及生产端到端解决方案及服务的投资控股公司，业务涵盖生物药及XDC两大分部。（以上内容均基于市场公开消息，由程序或算法智能生成，仅作为股价异动提醒，不作为投资建议或交易依据。）","market":"hk","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","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":["02269"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2671222418","title":"创新药概念普涨 金斯瑞生物科技（01548）涨超10% 机构看好创新药及其产业链","url":"https://stock-news.laohu8.com/highlight/detail?id=2671222418","media":"金吾财讯","labels":[],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/2671222418?lang=zh_cn&edition=full","pubTime":"2026-09-30 10:35","pubTimestamp":1790735739,"startTime":"0","endTime":"0","summary":"金吾财讯 | 创新药概念普涨，截至发稿，金斯瑞生物科技 涨10.10%，石药集团涨6.07%，云顶新耀涨5.79%，恒瑞医药涨5.18%，药明合联涨4.48%，晶泰控股涨4.06%，乐普生物涨3.52%，药明生物涨3.46%。消息面上，开源证券表示，整体上，持续看好创新药及其产业链及AI、脑机接口、生物制造等国家战略新兴产业。后续可重点跟踪ESMO临床数据、三季度订单及业绩验证和政策细则落地，积极把握优质创新药、CXO及生命科学上游调整后的配置机会。","market":"sg","thumbnail":"https://static.szfiu.com/news/20250110/ZDlhMzNiODA0MWQ5OWM0NDQ5YzUxMTZmZWRlMTczNjQ3MzM4NzkwNQ==.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20250110/ZDlhMzNiODA0MWQ5OWM0NDQ5YzUxMTZmZWRlMTczNjQ3MzM4NzkwNQ==.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"1992823","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":["LNGR","LU0072913022.USD","LU1008478684.HKD","LU0128522744.USD","HK0000306701.USD","LU0307460666.USD","06978","BK1574","LU0823426480.USD","LU1242518857.USD","LU1813983027.USD","LU0039217434.USD","LU0181495838.USD","BK1141","01952","LU0540923850.HKD","BK1610","02269","BK1161","MEDX","IBBQ","SG9999004220.SGD","02157","LU0140636845.USD","01276","02228","01548","IE00BZ08YR35.GBP","IE00BZ08YT58.USD","LU0029874905.USD","159992","BK1589","IE00B0JY6N72.USD","LU0516422366.SGD","KURE","LU1226288170.HKD","LU1807302812.USD","02268","LU0880133367.SGD","LU1880383366.USD","LU0348827113.USD","LU1188198961.HKD","01093","LU1328277881.USD","BK1521","LU0708995153.HKD","LU1688375341.USD","LU0359201885.HKD","LU1242518931.SGD","BK1515"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1194056824","title":"异动解读｜药明生物盘中上涨3.27%，中期业绩强劲叠加政策利好持续催化","url":"https://stock-news.laohu8.com/highlight/detail?id=1194056824","media":"行情直击","labels":[],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/1194056824?lang=zh_cn&edition=full","pubTime":"2026-09-30 10:07","pubTimestamp":1790734020,"startTime":"0","endTime":"0","summary":"9月30日，药明生物盘中上涨3.27%，报55.25港元，成交额4.55亿港元。多家券商上调目标价至60港元并维持\"买入\"评级。此外，《医药工业发展\"十五五\"规划》明确支持CDMO/CRO领域，叠加AI制药商业化预期升温及创新药出海逻辑强化，CXO板块情绪持续向好。北向资金前一交易日净买入药明生物约4582万港元，资金面亦有支撑。","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":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":"药明生物盘中走强，业绩与政策双轮驱动","news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["02269"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2671218193","title":"北水动向|北水成交净买入0.15亿 北水加仓友邦保险(01299)超8亿港元 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