海正药业涨5.16% 创新药进展与估值修复共振

智选洞察2025-07-07

07月07日，海正药业股价大幅上涨，报11.20元/股，涨幅达5.16%。资金轮动与估值修复共振海正药业近日净流入与主力资金调仓及板块轮动密切相关。截至7月4日，公司单日主力资金净流入1.05亿元，与前三日累计净流出4258万元的态势形成反转。短期催化因素包括创新药临床进展：7月1日公告显示，其自主研发的HS387片获临床试验批件，该药针对卵巢癌等实体瘤治疗，研发投入已超4241万元。此外，...

网页链接

免责声明：本文观点仅代表作者个人观点，不构成本平台的投资建议，本平台不对文章信息准确性、完整性和及时性做出任何保证，亦不对因使用或信赖文章信息引发的任何损失承担责任。

精彩评论

我们需要你的真知灼见来填补这片空白

发表看法

{"i18n":{"language":"zh_CN"},"isChannel":false,"data":{"share":"https://www.laohu8.com/m/news/2549303633?lang=zh_CN&edition=full","thumbnail":"","is_english":false,"pubTime":"2025-07-07 09:53","share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","id":"2549303633","market":"sh","top_or_hot":-1,"title":"海正药业涨5.16% 创新药进展与估值修复共振","media":"智选洞察","content":"<div>\n<p>07月07日，海正药业股价大幅上涨，报11.20元/股，涨幅达5.16%。资金轮动与估值修复共振海正药业近日净流入与主力资金调仓及板块轮动密切相关。截至7月4日，公司单日主力资金净流入1.05亿元，与前三日累计净流出4258万元的态势形成反转。短期催化因素包括创新药临床进展：7月1日公告显示，其自主研发的HS387片获临床试验批件，该药针对卵巢癌等实体瘤治疗，研发投入已超4241万元。此外，...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250707095309a43ab821&s=b\">网页链接</a>\n\n</div>\n","source":"tencent","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>海正药业涨5.16% 创新药进展与估值修复共振</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n海正药业涨5.16% 创新药进展与估值修复共振\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-07-07 09:53 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250707095309a43ab821&s=b><strong>智选洞察</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>07月07日，海正药业股价大幅上涨，报11.20元/股，涨幅达5.16%。资金轮动与估值修复共振海正药业近日净流入与主力资金调仓及板块轮动密切相关。截至7月4日，公司单日主力资金净流入1.05亿元，与前三日累计净流出4258万元的态势形成反转。短期催化因素包括创新药临床进展：7月1日公告显示，其自主研发的HS387片获临床试验批件，该药针对卵巢癌等实体瘤治疗，研发投入已超4241万元。此外，...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250707095309a43ab821&s=b\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"159992","symbol_name":"创新药","start_time":0,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250707095309a43ab821&s=b","article_id":"2549303633","we_media_id":null,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250707095309a43ab821&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},"url":"https://stock-news.laohu8.com/highlight/detail?id=2549303633","pubTimestamp":1751853188,"columns":[],"sourceInfo":{"source_id":"tencent","name":"腾讯"},"weMediaInfo":null,"summary":"07月07日，海正药业股价大幅上涨，报11.20元/股，涨幅达5.16%。资金轮动与估值修复共振海正药业近日净流入与主力资金调仓及板块轮动密切相关。创新转型构筑价值重估基础中长期看，海正药业成长性取决于创新药商业化进程及业务结构优化。抗感染药物收入占比近20%形成基本盘，心血管药物增速达13.71%展现细分领域潜力。浙商证券给予12个月目标价11.2元，对应潜在涨幅约23%。","collect":0,"end_time":0,"defaultTopTitle":"qq.com","property":[],"viewcount":null,"language":"zh","relate_stocks":{"159992":"创新药","600267":"海正药业","BK0188":"融资融券","BK0060":"抗癌","BK0028":"国家队","BK0239":"医药制造"},"translate_title":"Hisun Pharmaceuticals rose 5.16%, innovative drug progress resonates with valuation repair","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"159992":1,"600267":1},"content_text":"07月07日，海正药业股价大幅上涨，报11.20元/股，涨幅达5.16%。资金轮动与估值修复共振海正药业近日净流入与主力资金调仓及板块轮动密切相关。截至7月4日，公司单日主力资金净流入1.05亿元，与前三日累计净流出4258万元的态势形成反转。短期催化因素包括创新药临床进展：7月1日公告显示，其自主研发的HS387片获临床试验批件，该药针对卵巢癌等实体瘤治疗，研发投入已超4241万元。此外，2024年前三季度净利润6.01亿元实现扭亏，动态市盈率16.43倍（截至7月4日）处于近五年低位，吸引左侧资金布局。但量比攀升至5.43，反映市场对集采续标价格压力的担忧仍存。创新转型构筑价值重估基础中长期看，海正药业成长性取决于创新药商业化进程及业务结构优化。抗感染药物收入占比近20%形成基本盘，心血管药物增速达13.71%展现细分领域潜力。研发管线中3个1类新药进入临床，医保政策支持或加速成果转化。浙商证券给予12个月目标价11.2元，对应潜在涨幅约23%。公司累计回购554万股、耗资5089万元，叠加市净率1.54倍低于行业中枢，为股价提供安全边际。但带量采购对毛利率的压制仍需警惕，后市或呈震荡上行格局，政策节奏与研发进展将成为关键变量。","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"","news_rank":0,"symbols":[],"gpt_button":1,"need_auth":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"tenantId":"TBCN","deviceId":"web-server-community-laohu8-v3","version":"4.36.2","shortVersion":"4.36.2","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2549303633","isCrawlerRequest":true}