药明生物(02269)_个股概要_股票价格_最新资讯_行情走势_历史数据 - 老虎社区

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02269 药明生物

未开盘 02-03 16:08:20

36.980

+1.120

+3.12%

最高37.380	最低36.020	成交量4,608万
今开36.020	昨收35.860	日振幅3.79%
总市值1,529亿	流通市值1,529亿	总股本41.34亿
成交额17.04亿	换手率1.11%	流通股本41.34亿
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--

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）

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下午盘股价大跌3.03%","url":"https://stock-news.laohu8.com/highlight/detail?id=2608526658","media":"市场透视","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2608526658?lang=zh_cn&edition=full","pubTime":"2026-02-02 13:18","pubTimestamp":1770009531,"startTime":"0","endTime":"0","summary":"2026年02月02日下午盘13时18分，药明生物股票出现异动，股价快速跳水3.03%。截至发稿，该股报35.880港元/股，成交量1816.37万股，换手率0.44%，振幅2.22%。资金方面，该股资金流入2.50277亿港元，流出3.61044亿港元。药明生物股票所在的生物技术行业中，整体跌幅为3.90%。其相关个股中，中生北控生物科技、思路迪医药股份、嘉和生物涨幅较大，振幅较大的相关个股有中慧生物-B、瑞博生物-B、百奥赛图-B，振幅分别为13.59%、13.44%、12.17%。","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=nesSN20260202131851a471d70e&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, 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早盘急速跳水3.01%报36.760港元","url":"https://stock-news.laohu8.com/highlight/detail?id=2607012974","media":"市场透视","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2607012974?lang=zh_cn&edition=full","pubTime":"2026-01-30 11:28","pubTimestamp":1769743697,"startTime":"0","endTime":"0","summary":"2026年01月30日早盘11时28分，药明生物股票出现波动，股价大幅下挫3.01%。截至发稿，该股报36.760港元/股，成交量1073.46万股，换手率0.26%，振幅2.90%。资金方面，该股资金流入1.53575亿港元，流出1.8306亿港元。药明生物股票所在的生物技术行业中，整体跌幅为1.78%。其相关个股中，泰格医药、百奥赛图-B、同源康医药-B涨幅较大，振幅较大的相关个股有百奥赛图-B、诺诚健华、药捷安康-B，振幅分别为41.23%、12.74%、12.56%。","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=nesSN2026013011281797a416fe&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=nesSN2026013011281797a416fe&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":["LU0181495838.USD","LU0348735423.USD","BK1610","LU0348825331.USD","LU0140636845.USD","LU0823426480.USD","LU0039217434.USD","LU1720050803.USD","LU0359202008.SGD","SG9999002463.SGD","LU0516423174.USD","LU0588546209.SGD","LU1880383366.USD","BK1521","LU0052750758.USD","LU0326950275.SGD","LU1242518857.USD","LU0043850808.USD","LU0307460666.USD","LU0516422440.USD","LU0051755006.USD","LU0417516738.SGD","SG9999002562.SGD","LU0979878070.USD","LU0359201612.USD","BK1576","LU0708995583.HKD","LU0516422952.EUR","02269","LU3063872942.SGD","LU0327786744.USD","LU0516422366.SGD","LU0572944931.SGD","LU2039709279.SGD","LU0320764599.SGD","LU0456846285.SGD","LU0823426308.USD","LU0417516902.SGD","LU1242518931.SGD","IE00B0JY6N72.USD","LU0856984785.SGD","LU1794554557.SGD","LU0456827905.SGD","BK1589","BK1141","LU0516423091.SGD","LU0819121731.USD","LU1688375341.USD"],"gpt_icon":0},{"id":"2607167012","title":"融合蛋白开发加速推进：HanchorBio 与药明生物合作背后","url":"https://stock-news.laohu8.com/highlight/detail?id=2607167012","media":"世易药研","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2607167012?lang=zh_cn&edition=full","pubTime":"2026-01-30 11:25","pubTimestamp":1769743538,"startTime":"0","endTime":"0","summary":"近日，处于临床阶段的Biotech公司汉康生技与CRDMO企业药明生物宣布达成战略合作，双方将围绕多款双功能及多功能融合蛋白项目展开协作，共同推进相关项目从早期临床转化至后期生产阶段。通过整合技术平台与制造能力，双方希望加快融合蛋白项目的开发进程，推动创新疗法惠及全球患者。合作背后的开发模式考量对于汉康生技而言，此次与药明生物的合作，有助于在保持研发推进速度的同时，提升制造环节的灵活性与可扩展性。","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=nesSN20260130120117953f0c30&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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Biomedicine达成战略合作 加速创新双特异性抗体开发与生产","url":"https://stock-news.laohu8.com/highlight/detail?id=1136529733","media":"美股速递","labels":["corporation"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/1136529733?lang=zh_cn&edition=full","pubTime":"2026-01-29 10:47","pubTimestamp":1769654849,"startTime":"0","endTime":"0","summary":"药明生物与Sinorda Biomedicine宣布建立战略合作伙伴关系，双方将共同推进一款创新双特异性抗体的开发及生产进程。此次合作旨在整合药明生物领先的抗体药物研发平台与Sinorda Biomedicine的创新技术，加速该创新疗法的产业化进程。\n通过优势资源互补，合作双方将聚焦双特异性抗体药物的工艺开发、质量控制及规模化生产等关键环节。这种协同创新模式有望为全球患者带来更高效的治疗方案，同时推动生物医药行业的技术进步。","market":"us","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"corporation","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["LU0456846285.SGD","LU0823426308.USD","LU0588546209.SGD","LU3063872942.SGD","LU1242518857.USD","LU0348825331.USD","LU2039709279.SGD","LU0417516738.SGD","IE00B0JY6N72.USD","LU0140636845.USD","LU0708995583.HKD","LU0043850808.USD","LU0320764599.SGD","LU0052750758.USD","LU0051755006.USD","LU0348735423.USD","LU0572944931.SGD","LU0516422440.USD","BK1141","LU0456827905.SGD","SG9999002562.SGD","LU0417516902.SGD","LU0516422952.EUR","LU0516422366.SGD","LU0516423174.USD","LU0181495838.USD","LU1794554557.SGD","LU0359202008.SGD","LU0326950275.SGD","LU0979878070.USD","LU1720050803.USD","LU1242518931.SGD","LU0823426480.USD","BK1589","LU0327786744.USD","BK1576","BK1610","LU0819121731.USD","LU1688375341.USD","SG9999002463.SGD","LU0307460666.USD","LU1880383366.USD","02269","LU0516423091.SGD","LU0856984785.SGD","BK1521","LU0359201612.USD","LU0039217434.USD"],"gpt_icon":0},{"id":"2607722748","title":"药明生物与生诺医药达成战略合作 加速创新双抗开发和生产","url":"https://stock-news.laohu8.com/highlight/detail?id=2607722748","media":"人民财讯","labels":["corporation"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2607722748?lang=zh_cn&edition=full","pubTime":"2026-01-29 08:39","pubTimestamp":1769647186,"startTime":"0","endTime":"0","summary":"【药明生物与生诺医药达成战略合作 加速创新双抗开发和生产】药明生物与生诺医药今日（1月29日）共同宣布，双方就创新双特异性抗体SND006的工艺开发和生产达成战略合作。SND006拟用于治疗炎症性肠病（IBD）等自身免疫性疾病。根据双方签署的协议，生诺医药将借助药明生物在生物药开发和生产领域积累的丰富经验和规模化生产能力，推进SND006的临床前药学研究和临床样品制备，加速临床申报进程。","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://hk.eastmoney.com/a/202601293634411910.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"corporation","news_rank":0,"length":0,"strategy_id":0,"source":"stock_eastmoney","symbols":["LU0823426480.USD","LU0516422440.USD","LU0823426308.USD","LU0516422366.SGD","LU0327786744.USD","LU0979878070.USD","LU0052750758.USD","LU1880383366.USD","IE00B0JY6N72.USD","LU0181495838.USD","LU0588546209.SGD","BK1521","LU0043850808.USD","LU0359201612.USD","SG9999002463.SGD","LU1242518857.USD","LU0359202008.SGD","LU0856984785.SGD","LU0140636845.USD","LU2039709279.SGD","SG9999002562.SGD","LU0819121731.USD","BK1574","LU0516423174.USD","LU0348825331.USD","LU0456846285.SGD","LU0039217434.USD","LU0572944931.SGD","BK1610","BK1576","BK1141","LU0051755006.USD","LU0516422952.EUR","LU3063872942.SGD","09939","LU0307460666.USD","LU0417516902.SGD","LU0456827905.SGD","LU0708995583.HKD","LU1720050803.USD","LU1242518931.SGD","02269","LU0516423091.SGD","LU0417516738.SGD","LU0348735423.USD","BK1161","LU0326950275.SGD","159938","LU1688375341.USD","BK1589"],"gpt_icon":0},{"id":"2606780184","title":"药明生物与汉康生技签署战略合作协议","url":"https://stock-news.laohu8.com/highlight/detail?id=2606780184","media":"DoNews","labels":["corporation"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2606780184?lang=zh_cn&edition=full","pubTime":"2026-01-27 17:54","pubTimestamp":1769507643,"startTime":"0","endTime":"0","summary":"2026年1月27日，药明生物与汉康生技宣布签署战略合作协议。双方将在上海及无锡等地开展合作，药明生物将为汉康生技多款新一代双功能及多功能融合蛋白药物提供临床前开发、工艺优化及GMP生产服务。此次合作旨在加速汉康生技免疫治疗管线的临床推进。合作基于双方在生物药研发与制造领域的优势互补，不涉及股权交易。","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=nesSN20260127180613a6b28dfe&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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| 药明生物 01月27日卖空量成交73.25万股，卖空比例为2.65%","url":"https://stock-news.laohu8.com/highlight/detail?id=2606977780","media":"市场透视","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2606977780?lang=zh_cn&edition=full","pubTime":"2026-01-27 16:30","pubTimestamp":1769502631,"startTime":"0","endTime":"0","summary":"药明生物北京时间01月27日，跌0.26%，卖空量成交73.25万股，较上一交易日减少73.87%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=nesSN20260127164029a6b23703&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, 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18:36","pubTimestamp":1769423784,"startTime":"0","endTime":"0","summary":"当日药品及生物科技行业总体跌1.21%。从沽空金额来看，药明康德、康方生物、药明生物沽空金额位居行业前三，分别为2.95亿港元、1.14亿港元、1.07亿港元。从沽空比例来看，药明康德、和铂医药-B、翰森制药沽空比例位居行业前三，分别为45.12%、37.08%、32.61%。","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=nesSN20260126184545a6adf919&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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13:17","pubTimestamp":1769404672,"startTime":"0","endTime":"0","summary":"金吾财讯 | 招银国际表示，MSCI中国医疗指数2026年初至今累计上涨9.2%，跑赢MSCI中国指数5.6%。展望2026年，创新药出海趋势长期将延续，该机构将重点关注已出海管线的临床进展与数据兑现的核心催化。年初多个创新药BD交易落地，中国创新药出海的趋势向好。该机构认为，中国企业对于临床前分子的转让或将谨慎，未来中国出海分子将大多在具备中国早期临床试验数据的基础上达成，以获得更高的交易价值。","market":"nz","thumbnail":"https://static.szfiu.com/news/20250109/ODYzMTA4NTI1Nzg5MjIw.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20250109/ODYzMTA4NTI1Nzg5MjIw.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"1973928","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":["159992","02269","02616","LU0456827905.SGD","06185","LU1807302812.USD","BK1588","LU0359201612.USD","LU1880383366.USD","SG9999002463.SGD","01177","LU2399975544.HKD","06978","01877","LU0043850808.USD","LU0417516902.SGD","LU1242518931.SGD","09688","SG9999002562.SGD","LU0979878070.USD","01801","LU0315179316.USD","LU0588546209.SGD","LU0516422440.USD","BK1576","LU0516423091.SGD","LU0348825331.USD","02142","LU0708995583.HKD","IE00B5MMRT66.SGD","01093","LU0516422952.EUR","LU1226287875.USD","06160","LU0348784397.USD","LU1303224171.USD","09926","IE00B031HY20.USD","BK1500","LU1969619763.USD","09995","LU1794554557.SGD","LU1960683339.HKD","LU3063872942.SGD","LU2242644610.SGD","LU1226287529.USD","IE00BZ08YT58.USD","LU0051755006.USD","IE00BZ08YS42.EUR","LU0348767384.USD"],"gpt_icon":0},{"id":"2605760864","title":"1月23日港股药品及生物科技行业沽空数据盘点，药明康德、石药集团、药明生物沽空金额位居行业前三","url":"https://stock-news.laohu8.com/highlight/detail?id=2605760864","media":"证券之星APP","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2605760864?lang=zh_cn&edition=full","pubTime":"2026-01-23 18:06","pubTimestamp":1769162790,"startTime":"0","endTime":"0","summary":"当日药品及生物科技行业总体涨0.94%。从沽空金额来看，药明康德、石药集团、药明生物沽空金额位居行业前三，分别为1.85亿港元、1.6亿港元、1.11亿港元。从沽空比例来看，药明康德、翰森制药、和铂医药-B沽空比例位居行业前三，分别为41.08%、33.62%、32.49%。","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=nesSN20260123181956a6a4b829&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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17:27","pubTimestamp":1769160439,"startTime":"0","endTime":"0","summary":"根据香港交易所最新披露数据，摩根士丹利在药明生物（WuXi Biologics Cayman）的持多头仓位出现显著变动。截至1月20日，其持仓比例已由本月初的5.58%下降至2.11%，减持幅度超过六成。\n此次仓位调整引发市场对机构投资者态度的关注。作为全球合同研发生产组织（CDMO）领域的头部企业，药明生物近期面临行业政策环境与供应链格局的双重挑战。摩根士丹利此番操作是否基于对行业前景的重新评估，值得持续观察。\n数据显示，本次披露的持仓变动仅反映摩根士丹利自身仓位管理，不排除其旗下其他关联基金仍持有相关头寸。投资者需结合后续公告及行业动态综合判断企业价值。","market":"us","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","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":null,"symbols":["LU0588546209.SGD","LU1242518857.USD","02269","LU0516423174.USD","LU3063872942.SGD","LU1242518931.SGD","BK1610","LU0856984785.SGD","LU0326950275.SGD","LU0417516902.SGD","LU1794554557.SGD","LU0307460666.USD","LU0516422440.USD","LU0823426308.USD","LU1720050803.USD","LU0348825331.USD","LU0140636845.USD","LU0417516738.SGD","LU1880383366.USD","LU0456846285.SGD","LU0516423091.SGD","LU0320764599.SGD","LU0456827905.SGD","BK1141","BK1521","LU0327786744.USD","SG9999002562.SGD","LU0819121731.USD","LU0823426480.USD","LU0359202008.SGD","LU0516422952.EUR","LU0572944931.SGD","LU0039217434.USD","LU2039709279.SGD","LU0181495838.USD","IE00B0JY6N72.USD","LU0359201612.USD","LU0348735423.USD","BK1576","LU0979878070.USD","BK1589","SG9999002463.SGD","LU0516422366.SGD","LU0708995583.HKD","LU0051755006.USD","LU0052750758.USD","LU1688375341.USD","LU0043850808.USD"],"gpt_icon":0},{"id":"2605420218","title":"每日卖空追踪 | 药明生物 01月23日卖空量成交117.85万股，卖空比例为6.04%","url":"https://stock-news.laohu8.com/highlight/detail?id=2605420218","media":"市场透视","labels":["shareholding"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2605420218?lang=zh_cn&edition=full","pubTime":"2026-01-23 16:30","pubTimestamp":1769157029,"startTime":"0","endTime":"0","summary":"药明生物北京时间01月23日，涨0.92%，卖空量成交117.85万股，较上一交易日减少75.76%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=nesSN20260123163905a6a44c35&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, 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增长加速能见度提升","url":"https://stock-news.laohu8.com/highlight/detail?id=2605428605","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2605428605?lang=zh_cn&edition=full","pubTime":"2026-01-23 11:19","pubTimestamp":1769138356,"startTime":"0","endTime":"0","summary":"智通财经APP获悉，里昂发布研报称，自1月20日以来，药明生物(02269)股价表现好过内地CRO同业及整体医疗保健板块。该行认为公司具有相对韧性，原因包括更为多元化的股东结构有助缓冲地缘政治风险冲击; 2026年前增长加速的能见度提升，潜在表现可能超越当前预期; 随着同业2025年第四季营业利润未达预期，资金回流至药明生物。在内地CRO/CDMO领域，药明生物仍是该行首选股，估值与全球同业相比存在折让。目标价48.5元，评级跑赢大市。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":["rate"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1396543.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":["02269"],"gpt_icon":0},{"id":"2605498018","title":"医药生物行业深度报告：JPM2026：中国企业技术突破与全球化机遇","url":"https://stock-news.laohu8.com/highlight/detail?id=2605498018","media":"中信建投证券股...","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2605498018?lang=zh_cn&edition=full","pubTime":"2026-01-22 19:20","pubTimestamp":1769080844,"startTime":"0","endTime":"0","summary":"本届JPM大会中国药企凭借ADC、IO双抗、GLP-1等领域的技术突破，通过License out及合作开发等方式走向全球。整体看，中国医药产业正站在全球化价值重估的起点，2026年将成为验证转型成效的关键节点。中国药企呈现全球化提速的格局。本届JPM大会凸显中国CXO产业从“成本优势”向“技术+规模”双轮驱动转变的历史性机遇。2026年中外创新同步进入催化剂密集期，中国CXO在手订单持续增长，海外产能进入释放周期。","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=nesSN20260122192047a6a068c1&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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17:24","pubTimestamp":1768987473,"startTime":"0","endTime":"0","summary":"据香港交易所披露，摩根士丹利对药明生物技术有限公司的多头持仓比例于2026年1月16日从1.99%增至5.53%。","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=nesSN20260121172540a444f525&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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| 药明生物 01月21日卖空量成交80.75万股，卖空比例为2.72%","url":"https://stock-news.laohu8.com/highlight/detail?id=2605159172","media":"市场透视","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2605159172?lang=zh_cn&edition=full","pubTime":"2026-01-21 16:30","pubTimestamp":1768984231,"startTime":"0","endTime":"0","summary":"药明生物北京时间01月21日，涨3.5%，卖空量成交80.75万股，较上一交易日减少76.96%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=nesSN20260121165538a444d56c&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, 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| 药明生物 01月20日卖空量成交112.4万股，卖空比例为3.97%","url":"https://stock-news.laohu8.com/highlight/detail?id=2604195842","media":"市场透视","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2604195842?lang=zh_cn&edition=full","pubTime":"2026-01-20 16:30","pubTimestamp":1768897829,"startTime":"0","endTime":"0","summary":"药明生物北京时间01月20日，跌2.01%，卖空量成交112.4万股，较上一交易日减少67.03%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=nesSN20260120165242a72fce1a&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, 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