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02269 药明生物
交易中 07-17 11:56:20
36.900
-2.420
-6.15%
最高
39.660
最低
36.800
成交量
2,838万
今开
39.320
昨收
39.320
日振幅
7.27%
总市值
1,529亿
流通市值
1,529亿
总股本
41.44亿
成交额
10.67亿
换手率
0.68%
流通股本
41.44亿
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%，报37.68港元
行情直击 · 10:12
异动解读｜药明生物盘中下跌3.26%，报37.68港元
创新药连续大涨，这次真的不一样了吗？
华尔街见闻 · 07-16 17:05
创新药连续大涨，这次真的不一样了吗？
港股概念追踪 | 实验猴身价飙升至20万！多家企业反映供不应求 CRO行业订单全面回暖(附概念股)
智通财经 · 07-16 07:49
港股概念追踪 | 实验猴身价飙升至20万！多家企业反映供不应求 CRO行业订单全面回暖(附概念股)
港股早盘高开高走 恒指半日涨1.46% 创新药、猪肉概念强势
金吾财讯 · 07-15 12:11
港股早盘高开高走 恒指半日涨1.46% 创新药、猪肉概念强势
港股药明生物涨幅扩大至5%
每日经济新闻 · 07-15 09:59
港股药明生物涨幅扩大至5%
异动解读｜药明生物盘中上涨3.66%，报39.6港元
行情直击 · 07-15 09:44
异动解读｜药明生物盘中上涨3.66%，报39.6港元
港股开盘向好 恒指高开0.87% 中国人寿(02628)涨4.33%
金吾财讯 · 07-15 09:33
港股开盘向好 恒指高开0.87% 中国人寿(02628)涨4.33%
医药外包概念股普涨 凯莱英(06821)升逾4% 机构指CXO反弹有望获业绩支撑
金吾财讯 · 07-14
医药外包概念股普涨 凯莱英(06821)升逾4% 机构指CXO反弹有望获业绩支撑
异动解读｜药明生物盘中下跌3.27%，报36.78港元
行情直击 · 07-14
异动解读｜药明生物盘中下跌3.27%，报36.78港元
【券商聚焦】中信证券：新基药目录有望加速创新药基层落地
金吾财讯 · 07-14
【券商聚焦】中信证券：新基药目录有望加速创新药基层落地
【券商聚焦】中信建投：创新药企仍是高增长主线、BD交易持续催化业绩
金吾财讯 · 07-13
【券商聚焦】中信建投：创新药企仍是高增长主线、BD交易持续催化业绩
异动解读｜药明生物盘中上涨3.45%，MFG8原料药设施获FDA批准持续提振
行情直击 · 07-10
异动解读｜药明生物盘中上涨3.45%，MFG8原料药设施获FDA批准持续提振
药明生物MFG8原料药设施获FDA Pli批准，助推潜在重磅自身免疫疗法商业化供应
美股速递 · 07-09
药明生物MFG8原料药设施获FDA Pli批准，助推潜在重磅自身免疫疗法商业化供应
港股异动 | 药明生物(02269.HK)早盘涨超6% MFG8原液生产厂通过美国FDA上市批准前检查
智通财经 · 07-09
港股异动 | 药明生物(02269.HK)早盘涨超6% MFG8原液生产厂通过美国FDA上市批准前检查
异动解读｜药明生物盘中上涨3.03%，板块反弹叠加持续高频回购提振信心
行情直击 · 07-09
异动解读｜药明生物盘中上涨3.03%，板块反弹叠加持续高频回购提振信心
异动解读｜药明生物盘中下跌3.05%，生命科学板块连续走弱拖累股价
行情直击 · 07-08
异动解读｜药明生物盘中下跌3.05%，生命科学板块连续走弱拖累股价
创新药板块走低 科伦博泰生物(06990)跌7.67% 当前板块仍处估值修复行情
金吾财讯 · 07-08
创新药板块走低 科伦博泰生物(06990)跌7.67% 当前板块仍处估值修复行情
药明生物7月7日回购271.65万股，耗资约9,982.33万港元
公告速递 · 07-07
药明生物7月7日回购271.65万股，耗资约9,982.33万港元
药明生物(02269)7月7日斥资约9982.33万港元回购271.65万股
智通财经 · 07-07
药明生物(02269)7月7日斥资约9982.33万港元回购271.65万股
异动解读｜药明生物盘中下跌3.02%，报36.66港元
行情直击 · 07-07
异动解读｜药明生物盘中下跌3.02%，报36.66港元
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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恒指半日涨1.46% 创新药、猪肉概念强势","url":"https://stock-news.laohu8.com/highlight/detail?id=2651810439","media":"金吾财讯","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2651810439?lang=zh_cn&edition=full","pubTime":"2026-07-15 12:11","pubTimestamp":1784088667,"startTime":"0","endTime":"0","summary":"金吾财讯 | 港股早盘高开高走，三大股指均升逾1%。截至午间收盘，恒生指数上涨1.46%；国企指数涨1.16%；恒生科技指数涨1.39%。猪价底部大概率已现，预计周期临近上行。预计2026年半年度归属于上市公司股东的扣除非经常性损益的净利润约为人民币20.00亿元到人民币26.00亿元，与上年同期相比，将增加人民币18.62亿元到人民币24.62亿元，同比增长1349%到1784%。MiniMax盘中反复拉升，午间收涨14.96%。港股将受益于中国内地强劲而有韧性的经济表现，建议超配H股。","market":"sg","thumbnail":"https://static.szfiu.com/news/20241108/YWY0NWM4YTUxZGFlZmZjNmE5MDYxNjI4NjU1Mjc3NzM1Mzg=.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20241108/YWY0NWM4YTUxZGFlZmZjNmE5MDYxNjI4NjU1Mjc3NzM1Mzg=.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"299f0a9977df499f8ead781071e5e5e7","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"1985921","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":["SG9999012710.SGD","SG9999004220.SGD","LU0540923850.HKD","LU0051755006.USD","09115","LU1048596156.SGD","03115","BK1562","IE00BZ08YT58.USD","LU1282651121.HKD","002714","LU1770034418.SGD","LU0348766576.USD","HK0000165453.HKD","LU0072913022.USD","LU0417516902.SGD","SGXZ62798434.SGD","LU0348784397.USD","LU1497733557.USD","LU0823426308.USD","SG9999012728.SGD","LU0348767384.USD","LU0405327494.USD","LU0862451753.SGD","601857","02359","02628","02269","LU1497733631.SGD","LU2097828631.EUR","LU0039217434.USD","BK1610","IE00B031HY20.USD","LU1960683339.HKD","LU2488822045.USD","LU0588546209.SGD","LU0441854154.USD","LU0327786744.USD","LU2399975544.HKD","LU0862451837.USD","BK1506","LU1282651048.USD","LU1675838814.USD","BK1237","LU2293587155.HKD","00857","01093","02800","LU1515016050.SGD","LU0405327148.USD","LU1023057109.AUD","LU1719994722.HKD","LU0196878994.USD","IE0008369823.USD","LU2045819591.USD","BK1163","LU0287142896.SGD","LU0502904849.HKD","BK1576","IE00B543WZ88.USD","BK1614","02833","LU1115378108.SGD","LU1813983027.USD","LU0228367735.SGD","LU0972618739.USD","BK1149","LU0326950275.SGD","LU1226288253.USD","03419","06869","HSTECH","SG9999014674.SGD","KURE","BK1550","LU0865486749.SGD","IE00BPRC5H50.USD","LU1303224171.USD","LU0048597586.USD","IE00B19Z5X02.USD","LU0163747925.USD","LU0052750758.USD","LU1497734951.SGD","LU0516422366.SGD","SGXZ86797644.SGD","LU0140636845.USD","LU0315178854.USD","LU1188198961.HKD","09926","BK1574","LU0315179316.USD","LU0828237940.HKD","83115","LU0307460666.USD","WXXWY","00100","BK1523","IE00BZ08YR35.GBP","LU1211504680.USD","600028","LU2097828714.EUR","BK1117","LU0501845795.SGD","LU0561508036.HKD","LU0181495838.USD","SCHYY","LU1226287529.USD","LU2476274720.SGD","LU1951186391.HKD","IE00B5MMRT66.SGD","BK1526","01801","LU1634259557.SGD","513600","LU2097828805.USD","LU0348783662.USD","LU2125910500.SGD","LU0293314216.USD","688981","07300","BK1141","LU2097828474.EUR","LU0251144936.SGD","01477","MCHmain","LU0823426480.USD","02268","LU1831875114.USD","LU0072462343.USD","00386","LU1794554557.SGD","LU1880383366.USD","LU0979878070.USD","LU1226287792.SGD","LU0871576103.HKD","LU2257852520.SGD","LU0856984785.SGD","LU1251922891.USD","BK1172","BK1515","BK1607","LU0819121731.USD","02714","HHImain","LU0244354667.USD","LU1008478684.HKD","LU1152091168.USD","IE00BQJZWZ67.USD","07200","LU1961090484.USD","LU3063872942.SGD","LU0043850808.USD","LU0651946864.USD","BK1583","BK1226","00981","LU0588545730.USD","LU1688375341.USD","BK1589","LU0611395673.USD","BK1521","HK0000286598.CNH","SG9999012736.USD","LU0516423091.SGD","BK1191","LU0320764599.SGD","SG9999003461.SGD","SBHMY","LU2328871848.SGD","LU1328277881.USD","HSI","LU0067412154.USD","LU0359201885.HKD","LU1993786604.SGD","LU0348827113.USD","01177","LU0348825331.USD","LU0516423174.USD","LU0821914370.USD","LU0348783233.USD","LU0890818403.SGD","LU1051769294.HKD","LU1808992512.USD","07500","LU0417516738.SGD","LU0640798160.USD","SG9999001093.SGD","BK1528","LU1152091754.HKD","SG9999006597.SGD","LU0531971595.HKD","LU2242644610.SGD","601869","603259","LU2778985437.USD","LU0359202008.SGD","03037","LU1785774172.SGD","LU0463099449.HKD","LU0708995583.HKD","LU1224444064.USD","LU1807302812.USD","LU0880133367.SGD","LU0469268626.HKD","LU0169518387.USD","LU1522347837.USD","LU2039709279.SGD","LU0164865239.USD","LU0173614495.USD","LU0516422440.USD","LU0588545490.SGD","LU2476274308.USD","06990","LU0455707207.USD","LU0572944931.SGD","82800","SG9999001226.SGD","01928","LU0456827905.SGD","LU0359201612.USD","LU0348805143.USD","LU1969619763.USD","IE0008368742.USD","LU1720050803.USD","LU1242518931.SGD","SG9999002463.SGD","BK1549","IE0032431581.USD","LU0516422952.EUR","LU0634319403.HKD","IE00BWDBJ730.SGD","LU0314109678.HKD","LU1226287875.USD","SG9999012744.USD","02419","BK1584","601628","LU1226288170.HKD","LU0588545904.SGD","LU0675040207.SGD","LU1634259391.SGD","LU1051768304.USD","LU1048588211.SGD","SG9999002562.SGD","BK1184","LU0456846285.SGD","LU0211977185.USD","01610","LU0417516571.SGD","LU1242518857.USD","LU1046422090.SGD","BK1161","LU2097828557.USD","LU0651947912.USD","IE00BZ08YS42.EUR","BK1603","LU0348735423.USD","IE00B0JY6N72.USD"],"isVideo":false,"vi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中国人寿(02628)涨4.33%","url":"https://stock-news.laohu8.com/highlight/detail?id=2651387224","media":"金吾财讯","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2651387224?lang=zh_cn&edition=full","pubTime":"2026-07-15 09:33","pubTimestamp":1784079222,"startTime":"0","endTime":"0","summary":"金吾财讯 | 港股开盘向好，恒指高开0.87%，国企指数高开0.61%，恒生科技指数高开0.78%。长飞光纤光缆高开14.94%，公司发盈喜，预期截至2026年6月30日止6个月录得归属于公司股东的净利润24亿至30亿元人民币(下同)，较去年同期增长711%至914%。天齐锂业高开3.75%，公司公布，预期截至2026年6月30日止六个月归属于公司股东的净利润介乎28.5亿至42.5亿元人民币(下同)，去年同期净利润约8441万元。","market":"us","thumbnail":"https://static.szfiu.com/news/20241108/NzMyOTI2MTc2NzYxOTM1NTM3.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20241108/NzMyOTI2MTc2NzYxOTM1NTM3.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"299f0a9977df499f8ead781071e5e5e7","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"1985889","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":["SG9999001903.USD","LU0345775950.USD","LU0359201612.USD","LU2177674079.SGD","LU0048597586.USD","LU0164880469.USD","SG9999002562.SGD","LU0054237671.USD","SG9999014013.SGD","00992","LU0831093199.SGD","LU0791590937.USD","SG9999006514.SGD","LU0955648018.USD","BK1116","LU0348814723.USD","09633","LU2476274308.USD","IE00B0JY6N72.USD","MCHmain","HSTECH","LU0541501648.USD","LU1328277881.USD","LU0259732245.USD","SG9999001226.SGD","IE00B97KM107.HKD","LU1734074674.USD","LU0181495838.USD","SMOG","LU0048388663.USD","LU1983260115.SGD","LU1807302812.USD","LU1044874839.SGD","LU1366334578.USD","SG9999012736.USD","01299","IE00BF5LJ272.USD","LU0307460666.USD","LU0588545490.SGD","07200","LU0396098781.USD","LU2449936058.SGD","81299","LU0067412154.USD","BK1509","LU2360107325.USD","LU0345776255.USD","LU0516422952.EUR","LU0823397103.USD","LU1770036033.HKD","LU1400636491.USD","IE00BZ08YT58.USD","LU0449515922.USD","LU0359201885.HKD","601869","BYDDY","LU0149534421.HKD","IE00BYQQ9H92.USD","LU0821914370.USD","BK1521","LU0197773160.USD","601111","BK1538","BK1589","LU1831875114.USD","LU0164865239.USD","LU0235996351.USD","SG9999012710.SGD","BK1514","LU2008162690.USD","002594","LU0898667661.SGD","LU0251144936.SGD","LU0266013472.USD","LU0052756011.USD","LU0348788117.USD","601088","LU1993786604.SGD","LU0289960550.SGD","IE00BFXG0V08.USD","LU1969619763.USD","LU2506951792.HKD","LU0210527791.USD","HK0000320223.HKD","SG9999014005.SGD","LU0072913022.USD","IE0032431581.USD","LU1251922891.USD","BK1119","LU1481012133.USD","LU0049853897.USD","LU1504937902.USD","LU0630378692.HKD","FDRV","LU0289961442.SGD","LU0543330566.HKD","IE00BZ08YR35.GBP","09115","LU0143863784.USD","01211","LU0359202008.SGD","LU0890818403.SGD","LU0251143458.SGD","LU0069063385.USD","LU0605514214.HKD","LU1048588211.SGD","LU2271345857.HKD","LU2097828714.EUR","IE0004086264.USD","LU1023057109.AUD","LU0501845795.SGD","LU0878005551.USD","LU0611395673.USD","LU2265009873.SGD","LU2125910500.SGD","HK0000165453.HKD","LU0882747503.HKD","LU1235295612.USD","LU0871576103.HKD","LU0828237940.HKD","LU2097828557.USD","IE0009570106.USD","LU0029875118.USD","LU1119993845.HKD","LU0051755006.USD","LU0823414551.USD","HK0000320264.USD","HYDD.SI","LU1712237335.SGD","LU0228659784.USD","LU0140636845.USD","LU1328615791.USD","BK1522","LU0463099449.HKD","LU0918141705.HKD","LU0039217434.USD","LU0417516738.SGD","LU1981816686.USD","BK1178","HK0000306685.HKD","LU0856984785.SGD","LU1645745479.HKD","LU0011963245.USD","LU0607220059.USD","LU0531971595.HKD","LU0708995153.HKD","IE0008368742.USD","LU2089284900.SGD","BK1123","LU0164939612.USD","LU0511384066.AUD","LU0588545904.SGD","LU1642822792.SGD","LU0173614495.USD","LU2039709279.SGD","LU0057025933.USD","LU0572944931.SGD","IE00B031HY20.USD","LU0831103253.SGD","LU0955669360.SGD","LU2348774022.SGD","LU1152091754.HKD","LU0577902371.SGD","BK1582","LU0205439572.USD","LU0196878994.USD","LU1821325948.USD","IE00B3T34201.USD","SG9999006597.SGD","LU0117844026.USD","SG9999001689.USD","SG9999001846.SGD","LU1956131251.USD","HK0000306701.USD","LU0348825331.USD","HHImain","BK1129","LU0096374516.USD","SG9999014039.USD","LU0348735423.USD","LU0516422366.SGD","LU0261950983.USD","BK1550","LU1439103000.SGD","LU1861219969.SGD","LU0572939691.SGD","LU2153591404.USD","LU0502904849.HKD","LU1688375341.USD","LU0819123356.HKD","LU1242518857.USD","SG9999014674.SGD","LU0287142896.SGD","LU0264606111.USD","LU0955623706.USD","LU2097828474.EUR","LU0315178854.USD","LU0577902454.USD","LU0865486749.SGD","LU1323998911.USD","LU0244354667.USD","LU0577902611.USD","LU1439102457.SGD","BK1200","LU0197773673.USD","SG9999000459.SGD","LU1720050803.USD","LU2153592121.USD","SG9999002463.SGD","LU0269904917.USD","IE00B8L5B284.USD","01209","LU0214875030.USD","LU0594300419.USD","LU1044875133.USD","LU2097828805.USD","LU1961090484.USD","LU0823426308.USD","LU2242644610.SGD","LU2348773727.SGD","LU0516422440.USD","IE00B0169L03.USD","LU0505663152.USD","IE00BD6J9T35.USD","LU0084288322.USD","LU0310800965.SGD","SG9999004220.SGD","LU0048580855.USD","SG9999012728.SGD","LU2226246903.HKD","LU2089283258.USD","LU1242518931.SGD","LU1868837722.USD","LNVGY","LU1202635105.USD","LU0784639295.USD","LU0456846285.SGD","LU0348827113.USD","BK1161","SG9999015986.USD","LU0414403682.SGD","0024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凯莱英(06821)升逾4% 机构指CXO反弹有望获业绩支撑","url":"https://stock-news.laohu8.com/highlight/detail?id=2651386126","media":"金吾财讯","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2651386126?lang=zh_cn&edition=full","pubTime":"2026-07-14 10:51","pubTimestamp":1783997504,"startTime":"0","endTime":"0","summary":"2026年Q2Orforglipron等外企重磅品种获批上市，继续支撑药明康德订单增长。药明康德主动回购也彰显对未来信心，截止2026年6月25日，已回购金额超过10亿元。从6月初至今，CXO板块在业绩和订单的支撑下，率先于创新药反弹。自6月8日至7月10日，CRO指数已反弹21.72%。展望下半年，创新药融资增长将继续支持CXO景气度延续。目前CRO龙头企业药明康德2027年预测PE为17.58X，凯莱英为33.19X。随着中期业绩临近，2季度订单趋势逐步明确，CXO反弹有望获得业绩支撑。","market":"us","thumbnail":"https://static.szfiu.com/news/20210810/Y2E2NzVmYjg0MWU1MjU0NDY3MDY2MjI=.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20210810/Y2E2NzVmYjg0MWU1MjU0NDY3MDY2MjI=.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"1985793","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":["LU0348735423.USD","LU2242644610.SGD","LU0039217434.USD","LU0326950275.SGD","LU1794554557.SGD","LU1046422090.SGD","IE00B0JY6N72.USD","159938","LU0516423091.SGD","LU0456846285.SGD","BK1576","LU2045819591.USD","LU0348825331.USD","BK1515","LU1688375341.USD","KURE","LU0417516738.SGD","BK0239","LU0979878070.USD","BK0132","LU1242518857.USD","06821","LU0043850808.USD","LU2125910500.SGD","BK1574","LU0823426480.USD","BK1583","CXO","LU0516423174.USD","03759","002821","06127","LU0181495838.USD","LU0327786744.USD","LU0516422366.SGD","03347","BK1521","LU0051755006.USD","LU0856984785.SGD","LU0516422952.EUR","BK1161","02269","LU0456827905.SGD","BK1191","LU1720050803.USD","09939","02359","LU0708995583.HKD","LU3063872942.SGD","SG9999002463.SGD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1122478252","title":"异动解读｜药明生物盘中下跌3.27%，报36.78港元","url":"https://stock-news.laohu8.com/highlight/detail?id=1122478252","media":"行情直击","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/1122478252?lang=zh_cn&edition=full","pubTime":"2026-07-14 10:03","pubTimestamp":1783994589,"startTime":"0","endTime":"0","summary":"7月14日，药明生物盘中下跌3.27%，报36.78港元/股，成交额2.37亿港元。药明生物所在的生命科学工具和服务行业中，板块整体表现偏弱，个股中，晶泰控股跌6.61%，金斯瑞生物科技跌2.93%，英矽智能跌2.14%，康龙化成跌0.45%，药明康德涨0.66%。药明生物是全球领先的生物药合同研发和生产组织（CDMO）企业，为全球制药公司提供从药物发现到商业化生产的端到端解决方案及服务，业务覆盖生物药及抗体偶联药物等多个领域。（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":"2651991128","title":"【券商聚焦】中信证券：新基药目录有望加速创新药基层落地","url":"https://stock-news.laohu8.com/highlight/detail?id=2651991128","media":"金吾财讯","labels":["policyRegulatory"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2651991128?lang=zh_cn&edition=full","pubTime":"2026-07-14 08:57","pubTimestamp":1783990650,"startTime":"0","endTime":"0","summary":"金吾财讯 | 中信证券研究指，《2026年版国家基本药物目录》于7月9日正式发布，将于9月1日起实施。该机构认为，本次新版基药目录新增药物均已属于医保药品，随着基药与医保的深度协同联动，有望极大加速创新药的基层落地，医保控费与创新回报形成良性循环。","market":"sh","thumbnail":"https://static.szfiu.com/news/20250106/ZGNkM2E3NDVjMTk0N2Q5ZDk4NjYxNjc1YjA4NjMzOTA5MjkwMDE=.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20250106/ZGNkM2E3NDVjMTk0N2Q5ZDk4NjYxNjc1YjA4NjMzOTA5MjkwMDE=.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"1985769","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"policyRegulatory","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["BK1500","BK1161","LU0314109678.HKD","LU1152091168.USD","LU0327786744.USD","LU2488822045.USD","SG9999002463.SGD","BK1610","LU1997244956.HKD","LU0051755006.USD","LU1960683339.HKD","09688","06978","LU2039709279.SGD","LU0588546209.SGD","IBBQ","02616","06030","LU1226287792.SGD","KCE","02269","06185","06160","LU1226288253.USD","LU1961090484.USD","159992","LU0979878070.USD","09995","02142","01093","600030","LU0572944931.SGD","IE00BPRC5H50.USD","LU2476274720.SGD","IE0008368742.USD","LU0823426480.USD","LU1328277881.USD","MEDX","01877","HK0000165453.HKD","LU0359201612.USD","LU0417516902.SGD","LU1242518931.SGD","LU0043850808.USD","KURE","LU0405327494.USD","09926","LU2328871848.SGD","01801","01177"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2651568164","title":"【券商聚焦】中信建投：创新药企仍是高增长主线、BD交易持续催化业绩","url":"https://stock-news.laohu8.com/highlight/detail?id=2651568164","media":"金吾财讯","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2651568164?lang=zh_cn&edition=full","pubTime":"2026-07-13 08:53","pubTimestamp":1783903985,"startTime":"0","endTime":"0","summary":"金吾财讯 | 中信建投证券研究指出，1）制药产业链：创新药企仍是高增长主线，BD交易持续催化业绩。BD授权收入成为多家公司中期业绩关键变量。上游供应链受益于国产替代及下游需求恢复，Q2增速普遍提升，利润端弹性显著。建议关注Q2高增长公司的配置机会。","market":"us","thumbnail":"https://static.szfiu.com/news/20250109/NWI3NDNkNGUxZmM1MTMzOTE0MzEwMTk=.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20250109/NWI3NDNkNGUxZmM1MTMzOTE0MzEwMTk=.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"1985645","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":["09926","LU1226288170.HKD","LU2488822045.USD","601066","KCE","09995","IBBQ","LU0348825331.USD","09688","02142","LU1960683339.HKD","LU1993786604.SGD","LU2242644610.SGD","LU0359202008.SGD","MEDX","IE00B0JY6N72.USD","02269","LU0455707207.USD","02616","KURE","LU0348735423.USD","LU0516422366.SGD","LU1807302812.USD","01877","06978","IE0008369823.USD","01093","159992","LU0067412154.USD","06185","BD","LU1688375341.USD","BK1515","01177","BK1161","BK1588","01801","IE00B5MMRT66.SGD","LU0501845795.SGD","LU0051755006.USD","LU2097828631.EUR","LU0348784397.USD","LU2097828474.EUR","LU1969619763.USD","LU1813983027.USD","LU0456846285.SGD","IE0008368742.USD","LU1961090484.USD","LU0359201612.USD","06160"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1159355840","title":"异动解读｜药明生物盘中上涨3.45%，MFG8原料药设施获FDA批准持续提振","url":"https://stock-news.laohu8.com/highlight/detail?id=1159355840","media":"行情直击","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/1159355840?lang=zh_cn&edition=full","pubTime":"2026-07-10 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