688062 迈威生物
已收盘 07-30 15:00:00
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迈威生物-U股价下跌5.16% 限售股解禁引发市场担忧
智选洞察 · 06:06
迈威生物-U股价下跌5.16% 限售股解禁引发市场担忧
单抗概念盘中拉升,苑东生物涨7.44%
市场透视 · 07-29 02:14
单抗概念盘中拉升,苑东生物涨7.44%
迈威生物-U涨5.29% 利好政策与资金流入推动股价上涨
智选洞察 · 07-29 02:14
迈威生物-U涨5.29% 利好政策与资金流入推动股价上涨
迈威生物公布国际专利申请:“重组抗FAP抗体及其应用”
证券之星企业动态 · 07-28 20:55
迈威生物公布国际专利申请:“重组抗FAP抗体及其应用”
迈威生物-U股价下跌1.10% 股东大会通过独家许可协议
金融界 · 07-21
迈威生物-U股价下跌1.10% 股东大会通过独家许可协议
每周股票复盘:迈威生物(688062)因涨幅15%登龙虎榜,签署独家许可协议
证券之星 · 07-19
每周股票复盘:迈威生物(688062)因涨幅15%登龙虎榜,签署独家许可协议
7月17日迈威生物(688062)龙虎榜数据:机构净卖出6429.21万元,北向资金净买入6499.32万元
证券之星 · 07-17
7月17日迈威生物(688062)龙虎榜数据:机构净卖出6429.21万元,北向资金净买入6499.32万元
异动快报:迈威生物-U(688062)7月17日14点4分触及涨停板
证券之星 · 07-17
异动快报:迈威生物-U(688062)7月17日14点4分触及涨停板
单抗概念盘中拉升,迈威生物-U涨5.40%
市场透视 · 07-17
单抗概念盘中拉升,迈威生物-U涨5.40%
迈威生物-U股价上涨5.05% 政策红利与合作利好共振
智选洞察 · 07-17
迈威生物-U股价上涨5.05% 政策红利与合作利好共振
迈威生物就两款地舒单抗注射液在菲律宾市场签署授权许可及商业化协议
迈威生物 · 07-14
迈威生物就两款地舒单抗注射液在菲律宾市场签署授权许可及商业化协议
下周37股面临解禁,2股解禁比例超50%
人民财讯 · 07-11
下周37股面临解禁,2股解禁比例超50%
迈威生物-U涨5.20% 政策与研发共振激活市场预期
智选洞察 · 07-10
迈威生物-U涨5.20% 政策与研发共振激活市场预期
知名基金经理二季度调仓路线曝光:加仓军工,医药板块存分歧
21世纪经济报道 · 07-08
知名基金经理二季度调仓路线曝光:加仓军工,医药板块存分歧
新股消息 | 迈威生物港股IPO招股书失效
智通财经 · 07-07
新股消息 | 迈威生物港股IPO招股书失效
2025年医药生物市场调研热度攀升:私募机构密集布局与行业趋势展望
报告大厅 · 07-05
2025年医药生物市场调研热度攀升:私募机构密集布局与行业趋势展望
私募6月调研青睐电子和医药 迈威生物获调研超50次
投资快报 · 07-03
私募6月调研青睐电子和医药 迈威生物获调研超50次
7月3日迈威生物-U涨6.72%,汇丰晋信智造先锋股票A基金重仓该股
证券之星 · 07-03
7月3日迈威生物-U涨6.72%,汇丰晋信智造先锋股票A基金重仓该股
迈威生物与谷歌旗下抗衰老公司达成近6亿美元合作
CHC医疗传媒 · 07-03
迈威生物与谷歌旗下抗衰老公司达成近6亿美元合作
迈威生物-U涨5.04% 政策催化与BD协议超预期
智选洞察 · 07-03
迈威生物-U涨5.04% 政策催化与BD协议超预期
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公司概况
公司名称:
迈威(上海)生物科技股份有限公司
所属行业:
医药制造业
上市日期:
2022-01-18
主营业务:
迈威(上海)生物科技股份有限公司的主营业务是治疗用生物制品的研发、生产与销售。公司的主要产品是抗体药物、抗体药物、技术服务。公司拥有79件已授权发明专利,其中47件为中国专利,32件为国家专利,独立承担1项国家“重大新药创制”重大科技专项,独立/牵头承担共计2项国家重点研发计划和多项省市级科技创新项目。
发行价格:
34.80
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限售股解禁引发市场担忧","url":"https://stock-news.laohu8.com/highlight/detail?id=2555018024","media":"智选洞察","labels":["shareholding"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2555018024?lang=zh_cn&edition=full","pubTime":"2025-07-30 14:06","pubTimestamp":1753855568,"startTime":"0","endTime":"0","summary":"迈威生物-U股价大幅下跌,最新价33.10元/股,跌幅5.16%。资金博弈与政策扰动交织迈威生物-U近日股价波动受多重短期因素交织影响。7月下旬1.69亿股限售股解禁引发市场担忧,对应市值超55亿元的筹码释放导致部分机构提前调仓避险。公司7月签署两项潜在交易额超40亿元的合作协议,进一步催化游资参与短线博弈,7月28日单日股价振幅达7.6%。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250730140620a6c9156f&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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10:14","pubTimestamp":1753755299,"startTime":"0","endTime":"0","summary":"07月29日,单抗概念盘中拉升,截至10点14分,单抗概念整体指数上涨1.10%,报2719.470点。从个股上来看,该概念的成分股中,苑东生物涨7.44%,迈威生物-U涨幅超过5%。从资金上来看,截止发稿,单抗概念概念主力净流入为-2.61亿,其中神州细胞受到资金热捧,主力净流入3545.89万;拉长时间线来看,该板块近20日主力资金净流入-5.13亿。(以上内容为腾讯自选股基于公开消息,由程序或算法智能生成,仅作为用户看盘参考,不作为投资建议或交易依据。股市有风险,请谨慎决策。)","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250729101459a6c6dea6&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=nesSN20250729101459a6c6dea6&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":["688520","688513","BK0239","688062"],"gpt_icon":0},{"id":"2555085696","title":"迈威生物-U涨5.29% 利好政策与资金流入推动股价上涨","url":"https://stock-news.laohu8.com/highlight/detail?id=2555085696","media":"智选洞察","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2555085696?lang=zh_cn&edition=full","pubTime":"2025-07-29 10:14","pubTimestamp":1753755288,"startTime":"0","endTime":"0","summary":"迈威生物-U今日股价大幅上涨,截至10点13分,最新价报35.60元/股,涨幅达5.29%。资金博弈与政策扰动主导短期异动迈威生物-U近期的股价波动与限售股解禁压力密切相关。截至7月29日,该股单日主力资金净流入2754万元,较前一日流出4598万元呈现反转,资金短期博弈特征显著。研发管线价值与财务平衡角力长期来看,迈威生物-U的估值锚定于核心产品9MW2821的研发进展。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250729101456a468a951&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=nesSN20250729101456a468a951&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":["BK0239","688062"],"gpt_icon":0},{"id":"2555701138","title":"迈威生物公布国际专利申请:“重组抗FAP抗体及其应用”","url":"https://stock-news.laohu8.com/highlight/detail?id=2555701138","media":"证券之星企业动态","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2555701138?lang=zh_cn&edition=full","pubTime":"2025-07-29 04:55","pubTimestamp":1753736122,"startTime":"0","endTime":"0","summary":"证券之星消息,根据企查查数据显示迈威生物(688062)公布了一项国际专利申请,专利名为“重组抗FAP抗体及其应用”,专利申请号为PCT/CN2024/143649,国际公布日为2025年7月24日。专利详情如下:图片来源:世界知识产权组织(WIPO)今年以来迈威生物已公布的国际专利申请5个,较去年同期增加了66.67%。结合公司2024年年报财务数据,2024年公司在研发方面投入了7.83亿元,同比减6.33%。数据来源:企查查以上内容为证券之星据公开信息整理,由AI算法生成(网信算备310104345710301240019号),不构成投资建议。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202507290500029723ddf3&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=nesSN202507290500029723ddf3&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":["BK0239","688062"],"gpt_icon":0},{"id":"2553477700","title":"迈威生物-U股价下跌1.10% 股东大会通过独家许可协议","url":"https://stock-news.laohu8.com/highlight/detail?id=2553477700","media":"金融界","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2553477700?lang=zh_cn&edition=full","pubTime":"2025-07-21 21:53","pubTimestamp":1753106004,"startTime":"0","endTime":"0","summary":"迈威生物-U股价报35.90元,较前一交易日下跌0.40元,跌幅1.10%。盘中最高触及36.56元,最低下探34.70元,成交额达7.16亿元。迈威生物-U属于生物医药行业,专注于创新生物药的研发、生产和商业化。公司业务涵盖重组蛋白药物、抗体药物等生物制品的开发。公司2025年第一次临时股东大会审议通过了与CALICO LIFE SCIENCES LLC签署独家许可协议的议案。该协议的签署将为公司带来新的业务发展机会。风险提示:股市有风险,投资需谨慎。","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://finance.jrj.com.cn/2025/07/21215351861390.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":"jinrongjie_stock","symbols":["BK0239","688062"],"gpt_icon":0},{"id":"2552126014","title":"每周股票复盘:迈威生物(688062)因涨幅15%登龙虎榜,签署独家许可协议","url":"https://stock-news.laohu8.com/highlight/detail?id=2552126014","media":"证券之星","labels":["corporation"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2552126014?lang=zh_cn&edition=full","pubTime":"2025-07-20 01:11","pubTimestamp":1752945072,"startTime":"0","endTime":"0","summary":"截至2025年7月18日收盘,迈威生物报收于36.3元,较上周的32.0元上涨13.44%。本周,迈威生物7月18日盘中最高价报37.5元,股价触及近一年最高点。本周关注点交易信息汇总:迈威生物因涨幅达15%首次登上龙虎榜公司公告汇总:迈威生物与CALICO签署独家许可协议,涉及首付款及里程碑付款共最高5.96亿美元交易信息汇总沪深交易所2025年7月17日公布的交易公开信息显示,迈威生物因有价格涨跌幅限制的日收盘价格涨幅达到15%的前五只证券登上龙虎榜。","market":"hk","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://stock.stockstar.com/RB2025072000000155.shtml","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":"stockstar","symbols":["688062","BK0239"],"gpt_icon":0},{"id":"2552107810","title":"7月17日迈威生物(688062)龙虎榜数据:机构净卖出6429.21万元,北向资金净买入6499.32万元","url":"https://stock-news.laohu8.com/highlight/detail?id=2552107810","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2552107810?lang=zh_cn&edition=full","pubTime":"2025-07-17 17:14","pubTimestamp":1752743662,"startTime":"0","endTime":"0","summary":"证券之星消息,沪深交易所2025年7月17日公布的交易公开信息显示,迈威生物因有价格涨跌幅限制的日收盘价格涨幅达到15%的前五只证券登上龙虎榜。此次是近5个交易日内第1次上榜。截至2025年7月17日收盘,迈威生物报收于37.33元,上涨19.99%,涨停,换手率17.8%,成交量36.34万手,成交额12.69亿元。从龙虎榜公布的当日买卖数据来看,机构合计净卖出6429.21万元,北向资金合计净买入6499.32万元。从龙虎榜数据可以发现和研究机构、游资和散户的资金动向。","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":"https://stock.stockstar.com/RB2025071700026758.shtml","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":"stockstar","symbols":["688062","BK0239"],"gpt_icon":0},{"id":"2552103057","title":"异动快报:迈威生物-U(688062)7月17日14点4分触及涨停板","url":"https://stock-news.laohu8.com/highlight/detail?id=2552103057","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2552103057?lang=zh_cn&edition=full","pubTime":"2025-07-17 14:05","pubTimestamp":1752732326,"startTime":"0","endTime":"0","summary":"证券之星7月17日盘中消息,14点4分迈威生物-U触及涨停板。目前价格37.33,上涨19.99%。其所属行业化学制药目前上涨。该股为创新药,医药,眼科概念热股,当日创新药概念上涨2.71%,医药概念上涨1.87%,眼科概念上涨1.66%。7月17日的资金流向数据方面,主力资金净流入4814.87万元,占总成交额6.94%,游资资金净流出764.7万元,占总成交额1.1%,散户资金净流出4050.17万元,占总成交额5.83%。","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://stock.stockstar.com/RB2025071700017453.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"2","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["BK0239","688062"],"gpt_icon":0},{"id":"2552174846","title":"单抗概念盘中拉升,迈威生物-U涨5.40%","url":"https://stock-news.laohu8.com/highlight/detail?id=2552174846","media":"市场透视","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2552174846?lang=zh_cn&edition=full","pubTime":"2025-07-17 09:38","pubTimestamp":1752716339,"startTime":"0","endTime":"0","summary":"07月17日,单抗概念盘中拉升,截至09点38分,单抗概念整体指数上涨1.00%,报2577.140点。从个股上来看,该概念的成分股中,迈威生物-U涨5.40%,信立泰、神州细胞、舒泰神涨幅居前。从资金上来看,截止发稿,单抗概念概念主力净流入为6046.75万,其中信立泰受到资金热捧,主力净流入3296.17万;拉长时间线来看,该板块近20日主力资金净流入18.45亿。(以上内容为腾讯自选股基于公开消息,由程序或算法智能生成,仅作为用户看盘参考,不作为投资建议或交易依据。股市有风险,请谨慎决策。)","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250717093859a6ae8634&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=nesSN20250717093859a6ae8634&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":["688062","BK0239"],"gpt_icon":0},{"id":"2552174841","title":"迈威生物-U股价上涨5.05% 政策红利与合作利好共振","url":"https://stock-news.laohu8.com/highlight/detail?id=2552174841","media":"智选洞察","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2552174841?lang=zh_cn&edition=full","pubTime":"2025-07-17 09:33","pubTimestamp":1752716032,"startTime":"0","endTime":"0","summary":"迈威生物-U今日股价大幅上涨,最新价为32.68元/股,涨幅达5.05%。政策红利与筹码博弈共振迈威生物-U近期股价波动与多重短期因素交织。数据显示,截至7月16日,近三个交易日主力资金累计净流出6024万元,融资余额增长超3000万元,反映机构与游资在政策红利与筹码压力间反复博弈。管线价值与财务压力角力长期来看,迈威生物-U的核心竞争力取决于管线推进效率。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250717093625a44fc95b&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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审计。双方将秉承已经建立的合作模式,大力推动地舒单抗在菲律宾的注册和商业化销售。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250714172443a4498e50&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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22:47","pubTimestamp":1752245220,"startTime":"0","endTime":"0","summary":"人民财讯7月11日电,证券时报·数据宝统计,下周将有37只股解禁,按照最新收盘价计算,合计解禁市值274.53亿元。天岳先进下周将有1.29亿股上市流通,主要为首发原股东限售股份,解禁市值达74.87亿元。迈威生物-U的解禁规模次之,下周将有1.69亿股上市流通,解禁股主要为首发原股东限售股份,解禁市值达54.2亿元。解禁比例来看,星辉环材、宝立食品、迈威生物-U、华盛锂电、天岳先进、东方碳素等股的解禁比例居前,其中星辉环材、宝立食品分别为63.78%和60.3%。(文章来源:人民财讯)","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250711224911953ee8db&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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09:34","pubTimestamp":1752111290,"startTime":"0","endTime":"0","summary":"迈威生物-U今日股价大幅上涨,最新价为31.98元/股,涨幅达5.20%。政策与研发共振激活市场预期迈威生物-U近期股价波动主要受政策与研发进展双重驱动。截至7月3日,近一周主力资金累计净流入1.3亿元,其中6月27日单日净流入达1.06亿元,机构与游资对超跌赛道的博弈意愿明显。管线价值与估值博弈主导长期逻辑迈威生物-U的长期走势取决于核心管线的临床推进与商业化兑现能力。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250710093716a4416155&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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21:18","pubTimestamp":1751980680,"startTime":"0","endTime":"0","summary":"止于至善投资总经理何理亦认为,目前市场对创新药板块的估值水平存在分歧。此外,市场对非创新药板块的业绩也有分歧。例如,银华基金李晓星、广发基金陈韫中在二季度加仓了晶品特装。同时,仓位变化也显示,公募基金呈现出加仓军工板块的意愿。关注三大方向2025年上半年,A股结构性机会显著,尤其是二季度以来,银行、通信、国防军工板块均有亮点。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250708213127953ae45f&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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10:16","pubTimestamp":1751854582,"startTime":"0","endTime":"0","summary":"智通财经APP获悉,迈威(上海)生物科技股份有限公司-B(以下简称:迈威生物)(688062.SH)于2025年1月6日所递交的港股招股书满6个月,于2025年7月6日失效,递表时中信证券和海通国际为联席保荐人。据招股书,迈威生物是一家主要专注于自主开发肿瘤和年龄相关疾病药物并处于商业化阶段的制药公司。多年来,公司建立了具有竞争力的、多层次的管线产品组合,包括10个以上的药物资产且覆盖不同品种,专注于肿瘤和年龄相关疾病,如免疫、眼科、骨科等领域。","market":"hk","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1314465.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":["YANG","HSTECH","BK4614","BK0239","688062"],"gpt_icon":0},{"id":"2549348493","title":"2025年医药生物市场调研热度攀升:私募机构密集布局与行业趋势展望","url":"https://stock-news.laohu8.com/highlight/detail?id=2549348493","media":"报告大厅","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2549348493?lang=zh_cn&edition=full","pubTime":"2025-07-05 11:10","pubTimestamp":1751685000,"startTime":"0","endTime":"0","summary":"中国报告大厅网讯,根据最新统计数据显示,2025年6月共有751家私募证券管理人调研A股387家上市公司,合计调研频次达1,769次。更多医药生物行业研究分析,详见中国报告大厅《医药生物行业报告汇总》。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250705113231979aa64f&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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