港股详情

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石药集团

8.150

-0.090-1.09%

成交量：1.33亿

成交额：10.97亿

市值：938.80亿

市盈率：20.17

高：8.460

开：8.270

低：8.110

收：8.240

数据加载中...

总览公司新闻资讯公告

头部公司过冬，AI制药的账算得越来越细了

中美在竞争第一款真正的AI创新药

《信而有证》恒指缺乏方向药股板块回调留意石药购17428/ 三生购17473

阿斯达克财经

石药集团盘中异动股价大跌3.09%报8.480港元

中国创新药行业深度透视：热潮之下的生态重构、突围逻辑与终极目标｜焦点

一财社论：中国创新药“DeepSeek”时刻来临了吗

药企革新时刻：巨头转身，创新者淘金

每日卖空追踪 | 石药集团 06月16日卖空量成交2484万股，卖空比例为11.28%

医药生物行业快评报告：阿斯利康与石药集团在AI制药方面达成合作，关注AI制药、创新药

外资加速“扫货”国产创新药，恒生创新药ETF连续3个交易日“吸金”

当中国创新药迎来黄金期

石药集团盘中异动急速跳水3.17%报8.560港元

音频 | 格隆汇6.16盘前要点—港A美股你需要关注的大事都在这

白云山副董事长辞职，石药集团拿下53亿美元BD合作，君实生物募资10亿加码创新，长春高新1类新药获批临床

创新药+新消费正成投资新主线

私募排排网

超380亿元！千亿巨头大消息

中国基金报

医药生物行业跟踪周报：创新药BD推动及优秀临床数据建议关注石药集团、千红制药等

医药行业周报：本周医药上涨1.4% 石药/AZ达成超53亿美元战略合作和誉匹米替尼NDA获受理

上海申银万国证...

知名大三甲医院被查！7家药企因集采供应或评定失信，25个药品价格“腰斩”，东阳光药、石药亮了

53亿美元！14倍价差！中国创新药，正在重构国际化新规则

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19:04","pubTimestamp":1750158286,"startTime":"0","endTime":"0","summary":"到了2025年，曾经被市场上认为头部的AI制药公司，也不得不勒紧裤腰带过日子。当头部公司也开始预备过冬，AI制药公司的账算得越来越精细了。目前，公司只剩突变选择性PI3Kα抑制剂RLY-2608这一款临床阶段药物，将其治疗乳腺癌与血管畸形。集体进入调整期关于当前AI制药乃至整个医药环境的现状，密切关注市场的读者并不感到意外。AI制药，冰火两重天实际上，市场并未放弃对AI的押注。","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=nesSN20250617192043a4ae3a6e&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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11:27","pubTimestamp":1750130820,"startTime":"0","endTime":"0","summary":"信证热门牛熊证：恒指牛证，收回价23,700点；恒指熊证，收回价24,350点。泛医药板块今日回调，即市资金积极留意好仓。热门医药板块好仓选择可留意:石药集团认购证，行使价13.88元，26年4月底到期，实际杠杆约3.6倍。药明生物认购证，行使价43.88元，25年10月底到期，实际杠杆约4.5倍。结构性产品的价格可急跌或急升，投资者或会损失所有投资。本行可能是结构性产品的唯一市场参与者，而结构性产品的二级市场可能有限。","market":"sh","thumbnail":"https://plib.aastocks.com/aafnnews/image/medialib/20181116161836062_s.jpg","type":0,"news_type":0,"thumbnails":["https://plib.aastocks.com/aafnnews/image/medialib/20181116161836062_s.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.aastocks.com/tc/stocks/news/aafn-con/NOW.1447170/latest-news/AAFN","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":"aastocks_highlight","symbols":["LU1152091754.HKD","02833","LU1807302812.USD","LU1226287792.SGD","LU0140636845.USD","IE0008368742.USD","BK1191","HSImain","HSI","MCHmain","IE00BZ08YS42.EUR","IE00B543WZ88.USD","IE00BZ08YR35.GBP","IE0008369823.USD","LU1951186391.HKD","LU0326950275.SGD","LU1152091168.USD","513600","LU1226288170.HKD","LU1226288253.USD","LU1226287875.USD","IE00B5MMRT66.SGD","IE00BZ08YT58.USD","BK1521","MHImain","HHImain","SG9999004220.SGD","BK1515","LU1993786604.SGD","01093","LU0067412154.USD","LU1960683339.HKD","LU1226287529.USD","LU1008478684.HKD","LU0880133367.SGD","LU0072913022.USD","IE00B031HY20.USD","LU0501845795.SGD"],"gpt_icon":1},{"id":"2544933528","title":"石药集团盘中异动 股价大跌3.09%报8.480港元","url":"https://stock-news.laohu8.com/highlight/detail?id=2544933528","media":"市场透视","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2544933528?lang=zh_cn&edition=fundamental","pubTime":"2025-06-17 10:10","pubTimestamp":1750126244,"startTime":"0","endTime":"0","summary":"2025年06月17日早盘10时10分，石药集团股票出现波动，股价快速下跌3.09%。截至发稿，该股报8.480港元/股，成交量5349.4万股，换手率0.46%，振幅5.03%。资金方面，该股资金流入1.73157亿港元，流出2.20404亿港元。石药集团股票所在的药品行业中，整体涨幅为0.00%。涉及153个药品，其中25个药品价格降幅超过50%，最高降幅达96%。","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=nesSN20250617101047a4ad4311&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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｜焦点","url":"https://stock-news.laohu8.com/highlight/detail?id=2544498754","media":"钛媒体APP","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2544498754?lang=zh_cn&edition=fundamental","pubTime":"2025-06-17 09:06","pubTimestamp":1750122373,"startTime":"0","endTime":"0","summary":"此时，市场惊觉中国创新药蝶变，已从筚路蓝缕走向国际舞台。在中国创新药发展迎来工程师红利阶段语境下，这组数据便是一条重要注脚。不到7个月时间，这一来自中国的创新药资产身价暴增近十倍。过去十年中国创新药发展中，2024年可能是最艰难的一年。据医药魔方数据，2024年国内创新药一级市场融资事件407起，同比下降22.3%，融资总金额41.3亿美元，同比下降21.2%。2024年，公司通过License-out模式确认收入约合人民币为19.5亿元，创新药授权交易成为“","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=nesSN20250617091508a70d2a82&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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21:33","pubTimestamp":1750080788,"startTime":"0","endTime":"0","summary":"中国在创新药领域的厚积薄发，也推动创新药板块强劲表现。中国创新药迎来“DeepSeek”时刻，这样的论断正在出现。一是开放准入的海外市场，即中国生物医药企业积极参与国际创新药生态链。尽管中国创新药捷报频传，动能澎湃，但要真正迎来可持续的“DeepSeek”时刻，还在于能否持续营造并巩固让创新活力自由奔涌的环境。","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=nesSN20250616214700a4ac3a63&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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21:32","pubTimestamp":1750080730,"startTime":"0","endTime":"0","summary":"恒瑞医药，这个以仿制药起家的行业巨头，自2020年国家药品集采政策全面实施以来，其入围集采的药品价格普遍遭遇了大幅度的下调。转型阵痛卸下重担后，传统大型药企重新起航，意图与创新药企“新贵”分羹。据记者梳理，目前在高市值药企中，创新药企也已占据半壁江山。同时行业集中度提高，头部效应加剧，尾部企业面临出清。","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=nesSN20250616213219951ec333&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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23:38","pubTimestamp":1750001886,"startTime":"0","endTime":"0","summary":"杨军先生确认与董事会无意见分歧，辞职未导致董事会成员低于法定最低人数，不影响公司正常运作。此次收购由曹飞发起，旨在履行法定要约收购义务，不以终止公司上市地位为目的。决定给予该专利药品专利权期限补偿，补偿天数1827天，原专利权期满终止日2027年6月15日，现专利权期满终止日2032年6月15日。药品专利权期限补偿期间，其保护范围限于国务院药品监督管理部门批准上市的新药，且限于该新药经批准的适应症相关技术方案。","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=nesSN20250615233917a70a8768&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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11:01","pubTimestamp":1749956465,"startTime":"0","endTime":"0","summary":"【导读】石药集团：与阿斯利康订立涉资超53亿美元的战略研发合作协议石药集团此前预告过的大BD（商务拓展或商务开发）正式落地。该项与跨国药企阿斯利康的战略合作是聚焦AI驱动的药物研发项目，涉及金额超53亿美元（约为380亿元人民币），远超石药集团2024年290亿元的营收规模。6月13日，石药集团股价以8.84港元/股报收，最新市值为1018亿港元。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"stock_eastmoney","url":"http://finance.eastmoney.com/a/202506153430810174.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/202506153430810174.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_eastmoney","symbols":["LU1226287529.USD","LU1008478684.HKD","BK1191","IE00BZ08YT58.USD","IE0008369823.USD","LU0326950275.SGD","IE00B031HY20.USD","LU1993786604.SGD","LU1226288253.USD","LU1152091754.HKD","01093","LU1226287792.SGD","BK1515","IE00B5MMRT66.SGD","LU0880133367.SGD","LU1807302812.USD","LU0072913022.USD","LU1152091168.USD","IE0008368742.USD","BK1521","LU0501845795.SGD","IE00BZ08YS42.EUR","LU0067412154.USD","IE00BZ08YR35.GBP","LU1951186391.HKD","SG9999004220.SGD","LU1226287875.USD","IE00B543WZ88.USD","LU0140636845.USD","LU1960683339.HKD","LU1226288170.HKD"],"gpt_icon":1},{"id":"2543769230","title":"医药生物行业跟踪周报：创新药BD推动及优秀临床数据 建议关注石药集团、千红制药等","url":"https://stock-news.laohu8.com/highlight/detail?id=2543769230","media":"东吴证券","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2543769230?lang=zh_cn&edition=fundamental","pubTime":"2025-06-15 00:00","pubTimestamp":1749916800,"startTime":"0","endTime":"0","summary":"R/RAML 存在未被满足临床需求，千红制药全球领先。据医药经济报数据，2024 年全球血液恶性肿瘤治疗药物市场规模达400 亿美元，艾伯维的维奈克拉2024 销售额25.83 亿美元，预计峰值达60 亿美元。FDA 表示，这是HNSCC 领域6 年来的首个新药批准，也是首个获批用于围手术期治疗局部晚期HNSCC 的药物。事件1：石药集团与阿斯利康达成53 亿美金战略合作。利好创新药，建议关注石药集团、信达生物、三生制药、百济神州等。","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=nesSN20250615163115a4aa1920&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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和誉匹米替尼NDA获受理","url":"https://stock-news.laohu8.com/highlight/detail?id=2543048690","media":"上海申银万国证...","labels":["corporation"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2543048690?lang=zh_cn&edition=fundamental","pubTime":"2025-06-15 00:00","pubTimestamp":1749916800,"startTime":"0","endTime":"0","summary":"石药/AZ 达成超53 亿美元战略合作：6 月13 日，阿斯利康与石药集团宣布达成战略研究合作，双方将聚焦高优先级靶点展开合作，推进可用于治疗多种疾病的新型口服候选药物的发现与开发。石药集团将获得1.1 亿美元的预付款，并有资格获得最高16.2 亿美元的潜在研发里程碑付款及最高36 亿美元的潜在销售里程碑付款，以及基于有关产品年净销售额的潜在个位数销售提成。匹米替尼是和誉医药自主研发并进入 NDA 审批流程的首个项目。","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=nesSN20250615201610951d622e&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, 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