159938 医药
已收盘 07-31 15:00:00
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股市必读：白云山新发布《关于兴业圆融-广州医药应收账款4期资产支持专项计划清算的公告》
证券之星 · 01:05
股市必读：白云山新发布《关于兴业圆融-广州医药应收账款4期资产支持专项计划清算的公告》
每周股票复盘：迪哲医药（688192）与阿斯利康签署授权许可协议
证券之星 · 08-02 03:17
每周股票复盘：迪哲医药（688192）与阿斯利康签署授权许可协议
7月31日益方生物跌5.13%，汇添富创新医药混合A基金重仓该股
证券之星 · 07-31 16:39
7月31日益方生物跌5.13%，汇添富创新医药混合A基金重仓该股
被AI“做空”的印度股市迎来修复行情：IT股强势反弹 银行、电力、医药板块受青睐
中金财经 · 07-31 14:07
被AI“做空”的印度股市迎来修复行情：IT股强势反弹 银行、电力、医药板块受青睐
新济医药二次递表港交所：竞品林立临床价值待验证 家族治理隐忧浮现
新浪证券 · 07-31 14:05
新济医药二次递表港交所：竞品林立临床价值待验证 家族治理隐忧浮现
被AI“做空”的印度股市迎来修复行情：IT股强势反弹 银行、电力、医药板块受青睐
智通财经 · 07-31 13:30
被AI“做空”的印度股市迎来修复行情：IT股强势反弹 银行、电力、医药板块受青睐
新股前瞻 | 亦诺微医药：临床进展提速，但18A创新药的资金考验仍在
智通财经 · 07-31 10:21
新股前瞻 | 亦诺微医药：临床进展提速，但18A创新药的资金考验仍在
医药外包概念整体回暖 昭衍新药（06127）涨4.51%、康龙化成（03759）涨3.10%
金吾财讯 · 07-31 10:18
医药外包概念整体回暖 昭衍新药（06127）涨4.51%、康龙化成（03759）涨3.10%
华人健康：公司管理层始终立足长期经营，持续看好医药主业长远发展
证券之星 · 07-31 08:27
华人健康：公司管理层始终立足长期经营，持续看好医药主业长远发展
股市必读：新发布《迪哲医药：北京市中伦律师事务所关于迪哲（江苏）医药股份有限公司2026年第二次临时股东会的法律意见书》
证券之星 · 07-31
股市必读：新发布《迪哲医药：北京市中伦律师事务所关于迪哲（江苏）医药股份有限公司2026年第二次临时股东会的法律意见书》
迪哲医药（688192）披露与阿斯利康签署授权许可协议暨关联交易议案获通过，7月30日股价下跌4.07%
证券之星 · 07-30
迪哲医药（688192）披露与阿斯利康签署授权许可协议暨关联交易议案获通过，7月30日股价下跌4.07%
7月30日热景生物跌6.70%，富国医药创新股票A基金重仓该股
证券之星 · 07-30
7月30日热景生物跌6.70%，富国医药创新股票A基金重仓该股
昌郁医药完成2.5亿元D轮融资；国内首个长效胰岛素类似物获批上市 ｜医药早参
每日经济新闻 · 07-30
昌郁医药完成2.5亿元D轮融资；国内首个长效胰岛素类似物获批上市 ｜医药早参
国泰海通｜医药：医药行业2026Q2公募基金持仓分析
国泰君安证券研究 · 07-29
国泰海通｜医药：医药行业2026Q2公募基金持仓分析
我国上半年医药流通行业市场规模约1.54万亿元 同比增长约4%
格隆汇 · 07-29
我国上半年医药流通行业市场规模约1.54万亿元 同比增长约4%
3.3亿元控股法玛星医药， 广药集团产业并购再进一步
新京报 · 07-29
3.3亿元控股法玛星医药， 广药集团产业并购再进一步
礼邦医药-B(09637)因超额配股权获行使而发行851.33万股
智通财经 · 07-29
礼邦医药-B(09637)因超额配股权获行使而发行851.33万股
解读世界500强榜单医药板块：强生继续“霸榜”，礼来排名上升112位，3家中国企业入选
每日经济新闻 · 07-29
解读世界500强榜单医药板块：强生继续“霸榜”，礼来排名上升112位，3家中国企业入选
华宝医药精选混合拟发行 2基金经理共3产品回报亏超1成
中金财经 · 07-29
华宝医药精选混合拟发行 2基金经理共3产品回报亏超1成
新济医药冲击IPO，报告期内累计亏损4.55亿元，家族色彩浓厚
格隆汇 · 07-29
新济医药冲击IPO，报告期内累计亏损4.55亿元，家族色彩浓厚
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01:05","pubTimestamp":1785690311,"startTime":"0","endTime":"0","summary":"截至2026年7月31日收盘，白云山报收于22.28元，上涨0.36%，换手率0.86%，成交量12.1万手，成交额2.67亿元。当日关注点交易信息汇总：7月31日主力资金净流入2014.43万元，占总成交额7.54%。公司公告汇总：兴业圆融-广州医药应收账款4期资产支持专项计划已于2026年7月17日清算完毕，专项计划账户余额为0.00元。","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/RB2026080300000419.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":["BK1515","BK0028","09939","BK0012","BK0097","BK0183","BK0175","600332","BK1521","BK1574","BK0239","BK0096","159938","BK0196","BK1197","BK0188","BK1606","BK1161","BK0070","BK1191","00874"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2656196943","title":"每周股票复盘：迪哲医药（688192）与阿斯利康签署授权许可协议","url":"https://stock-news.laohu8.com/highlight/detail?id=2656196943","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2656196943?lang=zh_cn&edition=full","pubTime":"2026-08-02 03:17","pubTimestamp":1785611830,"startTime":"0","endTime":"0","summary":"截至2026年7月31日收盘，迪哲医药报收于51.05元，较上周的55.6元下跌8.18%。本周，迪哲医药7月27日盘中最高价报57.3元。本周关注点公司公告汇总：迪哲医药股东大会通过与阿斯利康签署授权许可协议的议案，获99.9536%同意票。议案获普通股股东同意票186,456,608股，占比99.9536%，中小投资者同意比例为99.4234%。北京市中伦律师事务所出具法律意见书，确认会议召集、召开程序及表决结果合法有效。","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/RB2026080200001044.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":"stockstar","symbols":["09939","159938","BK1515","BK1161","BK0239","688192","BK1574"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2655381359","title":"7月31日益方生物跌5.13%，汇添富创新医药混合A基金重仓该股","url":"https://stock-news.laohu8.com/highlight/detail?id=2655381359","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2655381359?lang=zh_cn&edition=full","pubTime":"2026-07-31 16:39","pubTimestamp":1785487152,"startTime":"0","endTime":"0","summary":"证券之星消息，7月31日益方生物跌5.13%，收盘报20.16元，换手率4.33%，成交量25.12万手，成交额5.21亿元。根据2026基金半年报公募基金重仓股数据，重仓该股的公募基金共40家，其中持有数量最多的公募基金为汇添富基金的汇添富创新医药混合A。汇添富创新医药混合A目前规模为89.62亿元，最新净值1.6878，较上一交易日下跌2.93%，近一年下跌15.35%。汇添富创新医药混合A的前十大重仓股如下：以上内容为证券之星据公开信息整理，仅供参考不构成投资建议。","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/RB2026073100027432.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":"stockstar","symbols":["159938","BK1161","BK1515","09939","BK1574"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2655723332","title":"被AI“做空”的印度股市迎来修复行情：IT股强势反弹 银行、电力、医药板块受青睐","url":"https://stock-news.laohu8.com/highlight/detail?id=2655723332","media":"中金财经","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2655723332?lang=zh_cn&edition=full","pubTime":"2026-07-31 14:07","pubTimestamp":1785478022,"startTime":"0","endTime":"0","summary":"智通财经APP获悉，在全球AI交易剧烈震荡的背景下，印度股市反弹，Nifty IT指数在7月强势上涨近19%。印度第二大资产管理公司ICICI Prudential Asset Management 押注银行、炼油、电力、制药板块，看好需求端带来的投资机遇。纳伦表示，银行业估值具备吸引力，此外，电力基建、医疗领域需求攀升也带来了极具吸引力的投资机会。 “银行业仍然是印度最具吸引力的行业之一，”他在周三接受采访时表示。此外，外资流入回升以及印度软件股反弹也提振了市场。","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://sc.stock.cnfol.com/gushizhibo/20260731/32322807.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":"zhongjincaijing_highlight","symbols":["XSOE","TEMR","INDZ","MEMX","BCHI","AIPO","FLIN","SCHE","159938","SCIN","CHAT","RAYE","SPEM","TEMX","VTHR","XCEM","EMXC","AEF","PIN","SEEM","PEMX","DFAE","VEXC","VGT","STXE","FEMR","DEXC","EEMV","BKF","TAJX","XC","RWEM","09939","EET","INQQ","QTOC","QLVE","BKEM","VEU","EQLT","HEEM","INDH","IMVP","SMIN","AVEM","159146","ARTY","EEMA","NFTY","ASIA"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2655477332","title":"新济医药二次递表港交所：竞品林立临床价值待验证 家族治理隐忧浮现","url":"https://stock-news.laohu8.com/highlight/detail?id=2655477332","media":"新浪证券","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2655477332?lang=zh_cn&edition=full","pubTime":"2026-07-31 14:05","pubTimestamp":1785477900,"startTime":"0","endTime":"0","summary":"近日，广州新济医药股份有限公司第二次向港交所递交招股书，拟以18A章规则登陆港股主板。新济医药主打可溶性微针与鼻腔吸入两大制剂技术平台，核心产品均处于临床II期阶段，尚未有任何产品实现商业化。其中，DHMP是新济医药最受关注的产品，定位为儿童及成人术前镇静，也是目前国内唯一进入II期临床的可溶性微针药物贴剂。股权结构上，新济医药呈现出高度集中的家族控制特征。","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://finance.sina.com.cn/stock/observe/2026-07-31/doc-iniksnxi0959328.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":"sina","symbols":["09939","BK1161","IPOS","BK1574","HEXmain","BK1515","159938"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2655211334","title":"被AI“做空”的印度股市迎来修复行情：IT股强势反弹 银行、电力、医药板块受青睐","url":"https://stock-news.laohu8.com/highlight/detail?id=2655211334","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2655211334?lang=zh_cn&edition=full","pubTime":"2026-07-31 13:30","pubTimestamp":1785475810,"startTime":"0","endTime":"0","summary":"智通财经APP获悉，在全球AI交易剧烈震荡的背景下，印度股市反弹，Nifty IT指数在7月强势上涨近19%。此前市场担忧AI技术将颠覆印度IT外包产业的商业模式，印度科技板块遭遇深度调整。市场甚至出现论调，称印度是首个被AI“做空”的国家，悲观情绪蔓延至资本市场与长期经济前景。不过，随着AI芯片股近期回调，资金开始轮动布局印度IT服务板块，将其视作风险相对更低的科技赛道。","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://www.zhitongcaijing.com/content/detail/1474456.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":["AVEM","RAYE","EEMA","159938","INDH","MEMX","INQQ","PIN","EEMV","INDE","XCNY","BCHI","PEMX","XCEM","SCHE","VGT","FEMR","AEF","MFEM","EPI","BKF","ARTY","INDQ","QLVE","SPEM","VTHR","TEMR","EMES","SEEM","RWEM","AGIX","FLIBF","SMIN","EQLT","IOPP","QTOC","XC","XSOE","INDY","NFTY","INDZ","STXE","BBEM","HEEM","IND","CHAT","FLIN","EET","BKEM","IMVP"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2655333213","title":"新股前瞻 | 亦诺微医药：临床进展提速，但18A创新药的资金考验仍在","url":"https://stock-news.laohu8.com/highlight/detail?id=2655333213","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2655333213?lang=zh_cn&edition=full","pubTime":"2026-07-31 10:21","pubTimestamp":1785464470,"startTime":"0","endTime":"0","summary":"从招股书披露的数据来看，亦诺微近年来整体经营特征符合港股18A创新药企业普遍规律，即持续保持较高研发投入、经营现金流持续净流出，同时依赖股权融资和合作授权维持研发推进。收入结构方面，亦诺微目前尚未形成稳定产品销售收入，整体收入仍主要来自合作授权及其他经营收入，因此收入规模波动较大。整体来看，亦诺微当前仍是一家典型的研发型创新药企业，其价值更多建立在未来而非当下。","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/1474434.html","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":"stock_zhitongcaijing","symbols":["09939","IBBQ","BK1515","159938","BK1574","MEDX","BK1161","LNGR","159992","06978"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2655333030","title":"医药外包概念整体回暖 昭衍新药（06127）涨4.51%、康龙化成（03759）涨3.10%","url":"https://stock-news.laohu8.com/highlight/detail?id=2655333030","media":"金吾财讯","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2655333030?lang=zh_cn&edition=full","pubTime":"2026-07-31 10:18","pubTimestamp":1785464310,"startTime":"0","endTime":"0","summary":"金吾财讯 | 港股医药外包概念整体回暖，截止发稿，昭衍新药 涨4.51%，康龙化成涨3.10%，金斯瑞生物科技涨2.97%，凯莱英涨2.77%，药明生物涨2.75%，药明康德涨2.60%，泰格医药涨1.39%。26年至今国内创新药行业的长期结构性机会持续兑现，国内投融资持续改善，新药物形式赛道持续火热并进一步放量，该机构认为26年国内CRO/CDMO行业的新签订单及业绩会加速增长，带动CXO产业链进入新一轮发展阶段。","market":"nz","thumbnail":"https://static.szfiu.com/news/20250109/MjdmY2Y4OTEwODUyNTc5NjI3Mg==.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20250109/MjdmY2Y4OTEwODUyNTc5NjI3Mg==.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"299f0a9977df499f8ead781071e5e5e7","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"1987205","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":["BK1610","LU0516423091.SGD","LU1242518931.SGD","LU3063872942.SGD","LU0823426480.USD","02269","LU0140636845.USD","603127","06821","159938","LU0417516738.SGD","LU0359201612.USD","03347","LU0588546209.SGD","LU0823426308.USD","BK1191","BK1589","BK1521","SG9999002463.SGD","03759","HK0000306701.USD","LU2045819591.USD","LU0348735423.USD","LU1880383366.USD","300759","LU0456827905.SGD","LU0708995583.HKD","01548","LU0348766576.USD","LU0348825331.USD","LU1794554557.SGD","LU0307460666.USD","BK1574","LU0051755006.USD","06127","02359","LU0359202008.SGD","LU0516422366.SGD","LU0819121731.USD","09939","BK1141","LU1046422090.SGD","HK0000306685.HKD","LU1242518857.USD","LU0327786744.USD","LU0516422440.USD","LU1720050803.USD","KURE","LU0320764599.SGD","LU0181495838.USD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2655387798","title":"华人健康：公司管理层始终立足长期经营，持续看好医药主业长远发展","url":"https://stock-news.laohu8.com/highlight/detail?id=2655387798","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2655387798?lang=zh_cn&edition=full","pubTime":"2026-07-31 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19:42","pubTimestamp":1785325320,"startTime":"0","endTime":"0","summary":"广药集团的并购布局再进一步。本周，广药集团旗下广州白云山何济公药业有限公司（以下简称白云山何济公）以3.3亿元的交易对价，收购北京法玛星医药科技有限公司（以下简称法玛星医药）股权并成为其控股股东。广药集团也凭借此举进军新型透皮贴剂领域。广药集团“十五五”时期计划投入300亿元用于产业并购与管线合作。从已有动作来看，广药集团收购已涉及医药流通、中药、分子诊断等多领域。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"stock_eastmoney","url":"http://finance.eastmoney.com/a/202607293825260517.html","rn_cache_url":null,"directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://finance.eastmoney.com/a/202607293825260517.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_eastmoney","symbols":["KCE","09939","BK1515","159938","CALF","MYLD","BK4585","XMMO","BK1161","BK1574","BK4588"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2655863629","title":"礼邦医药-B(09637)因超额配股权获行使而发行851.33万股","url":"https://stock-news.laohu8.com/highlight/detail?id=2655863629","media":"智通财经","labels":["shareholding"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2655863629?lang=zh_cn&edition=full","pubTime":"2026-07-29 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