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恒瑞医药
70.800
-0.300
-0.42%
手动刷新
成交量:
286.76万
成交额:
2.05亿
市值:
4,699.00亿
市盈率:
64.67
高:
72.600
开:
70.900
低:
70.700
收:
71.100
52周最高:
95.200
52周最低:
52.500
股本:
66.37亿
香港流通股本:
2.58亿
量比:
0.77
换手率:
1.11%
股息:
- -
股息率:
- -
每股收益(LYR):
1.095
净资产收益率:
14.34%
总资产收益率:
8.37%
市净率:
7.21
市盈率(LYR):
64.67
市销率:
13.85
数据加载中...
总览
公司
新闻资讯
公告
“流感药大王”东阳光药出局,后果比恒瑞要严重
源媒汇
·
11/03
2025 ESMO口头报告︱恒瑞创新药瑞康曲妥珠单抗联合治疗HER2阳性晚期乳腺癌数据公布
恒瑞医药
·
11/03
【券商聚焦】摩根大通:医疗保健股回落为明年表现提供有利条件 首选康方生物(09926)等
金吾财讯
·
11/03
行业动态 | 恒瑞创新药氟唑帕利胶囊前列腺癌新适应症上市申请获受理
药学进展
·
11/03
研报掘金丨中邮证券:维持恒瑞医药“买入”评级,内生增速相对稳健
格隆汇资讯
·
11/03
恒瑞医药(600276.SH)子公司HRS-5965胶囊拟纳入优先审评程序
智通财经
·
11/03
恒瑞医药(600276.SH)获得瑞维鲁胺片药物临床试验批准通知书
智通财经
·
11/03
恒瑞医药(01276)11月3日耗资632.23万元回购10万股A股
智通财经
·
11/03
每日卖空追踪 | 恒瑞医药 11月03日卖空量成交51.7万股,卖空比例为11.1%
市场透视
·
11/03
智通AH统计|11月3日
智通财经
·
11/03
三季报顺利收官,第十一批集采开标——医药生物行业周报
动脉网
·
11/03
智通港股通资金流向统计(T+2)|11月3日
智通财经
·
11/03
恒瑞医药三季报公布,营收净利双位数增长,国际化BD与重磅人才引进加速布局
药财社
·
11/02
全球创新药融资降温,中国逆势增长68%,2025前三季度医疗健康领域投融资趋势分析
动脉网
·
11/02
全球资金的成本与偏好,几乎决定了创新药行业的冷热晴雨。
医药财经
·
11/02
医药2025年三季报总结:Q3震荡调整 配置性价比已现
中邮证券
·
11/02
医药生物行业周报:公募基金医药持仓占比环比回落 后市有望震荡向上
光大证券
·
11/02
恒瑞医药季报点评:创新动能持续增强 国际化进程全面提速
中信建投证券
·
11/02
国内那些市值千亿的药企,手里藏着怎样的王牌?
丁香园 Insight 数据库
·
11/01
28家药企涉商业贿赂案!多起医药虚假宣传曝光,大联盟集采中选结果出炉,恒瑞、乐普大爆发
米内网
·
11/01
更多
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17:58","pubTimestamp":1762163913,"startTime":"0","endTime":"0","summary":"本次大会,来自江苏省人民医院黄香教授代表研究团队报告了一项瑞康曲妥珠单抗联合帕妥珠单抗治疗HER2+不可切除/转移性乳腺癌的Ib/II期研究。本次ESMO会议上,还报道了一项随机对照3期HORIZON-Breast01研究2:瑞康曲妥珠单抗对比吡咯替尼联合卡培他滨治疗曲妥珠单抗和紫杉烷经治的HER2阳性晚期/转移性乳腺癌,结果表明相较于吡咯替尼联合卡培他滨,瑞康曲妥珠单抗显著延长了PFS:中位PFS 30.6个月 vs 8.3个月。瑞康曲妥珠单抗联合帕妥珠单抗安全性整体可控。","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=nesSN20251103200933a6dddf24&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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摩根大通研报指出,内地医疗保健股自上月初以来明显回调,恒生医疗保健指数及沪深300医疗保健指数月内分别下跌12%及9%,对比恒指下跌2%及沪深300指数上涨1%。该机构表示,预期国家医保药品目录价格谈判结果,以及《生物安全法案》立法将影响市场情绪,但产业估值及对业务发展交易的市场预期正回归更合理水平,亦未见产业坚实基本面出现实质恶化。此次股价回落为明年表现提供有利条件。","market":"hk","thumbnail":"https://static.szfiu.com/news/20250109/MjJmNDVlM2IxNTc1MzAyMDFjYTFhODQyNzEzMTQ0NzU5OA==.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20250109/MjJmNDVlM2IxNTc1MzAyMDFjYTFhODQyNzEzMTQ0NzU5OA==.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"1968936","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":["IE00BJLML261.HKD","LU1794554557.SGD","LU0787776722.HKD","LU0208291251.USD","LU2328871848.SGD","LU0417516738.SGD","01801","03692","LU0971096721.USD","LU2211815571.USD","IE00BLSP4452.SGD","LU0708995583.HKD","SG9999002224.SGD","LU0211327993.USD","01276","LU2430703095.HKD","LU0964807845.USD","LU0359201885.HKD","LU2237443465.HKD","LU0496365809.HKD","LU0689472784.USD","09926","LU1720051108.HKD","LU0265550946.USD","BK4533","LU2756315664.SGD","LU2097828805.USD","IE00BWXC8680.SGD","LU2237443895.HKD","IE00B1XK9C88.USD","LU0310799852.SGD","IE00BYXW3230.USD","LU1145028129.USD","LU0348827113.USD","LU2778985437.USD","IE0034235295.USD","02359","LU2746668461.USD","IE00BPRC5H50.USD","LU0348766576.USD","LU1280957306.USD","LU2237443978.SGD","LU0215105999.USD","LU0976567544.SGD","LU0345770308.USD","BK1141","IE00BJTD4N35.SGD","LU0359202008.SGD","IE00BKVL7J92.USD","LU0820561818.USD"],"gpt_icon":0},{"id":"2580521985","title":"行业动态 | 恒瑞创新药氟唑帕利胶囊前列腺癌新适应症上市申请获受理","url":"https://stock-news.laohu8.com/highlight/detail?id=2580521985","media":"药学进展","labels":["productRelease"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2580521985?lang=zh_cn&edition=fundamental","pubTime":"2025-11-03 17:02","pubTimestamp":1762160527,"startTime":"0","endTime":"0","summary":"“点击蓝字 关注我们恒瑞创新药氟唑帕利胶囊前列腺癌新适应症上市申请获受理PPS近日,恒瑞医药收到国家药品监督管理局下发的《受理通知书》,公司自主研发的1类新药氟唑帕利胶囊(艾瑞颐)的药品上市许可申请获受理,适应症为:该品联合阿比特龙和泼尼松或泼尼松龙用于DNA修复基因缺陷阳性(DRD+)的转移性去势抵抗性前列腺癌的一线治疗。关于SHR3162-III-305研究此次申报上市,是基于一项在转移性去势","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=nesSN20251103174915a484d4a2&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=nesSN20251103174915a484d4a2&s=b","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"productRelease","news_rank":0,"length":0,"strategy_id":0,"source":"tencent","symbols":["LU2543165471.USD","BK1191","01276","LU0359201612.USD","LU0359201885.HKD","LU1023057109.AUD","06978","BK1574","LU0359202008.SGD","BK1161"],"gpt_icon":0},{"id":"2580160072","title":"研报掘金丨中邮证券:维持恒瑞医药“买入”评级,内生增速相对稳健","url":"https://stock-news.laohu8.com/highlight/detail?id=2580160072","media":"格隆汇资讯","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2580160072?lang=zh_cn&edition=fundamental","pubTime":"2025-11-03 17:00","pubTimestamp":1762160443,"startTime":"0","endTime":"0","summary":"中邮证券研报指出,恒瑞医药前三季度实现归母净利润57.5亿元(+24.5%),25Q3收入归母净利润13.0亿元(+9.5%)。25Q3收入增速符合预期,预计确认的BD首付款占比不大,内生增速相对稳健,预计创新药销售收入仍保持较快增长。综合公司Q3现金流量表以及资产负债表中合同负债项目(25Q3为39.71亿元、25H1为1.61亿元),预计授予GSKPDE3/4抑制剂HRS-9821等多项药物海外权益的5亿美元首付款等BD收入将于Q4确认。公司为根植中国、全球领先的创新型制药企业,已形成行业领先且高度差异化的创新产品矩阵,维持“买入”评级。","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=nesSN20251103170052a6dd7a8b&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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16:56","pubTimestamp":1762160191,"startTime":"0","endTime":"0","summary":"智通财经APP讯,恒瑞医药(600276.SH)发布公告,近日,公司子公司成都盛迪医药有限公司的HRS-5965胶囊被国家药品监督管理局药品审评中心拟纳入优先审评品种公示名单,公示期7日。拟定适应症(或功能主治):治疗既往未接受过补体抑制剂治疗的阵发性睡眠性血红蛋白尿症成人患者。拟优先审评理由:经审核,本申请符合《药品注册管理办法》和《国家药监局关于发布<突破性治疗药物审评工作程序(试行)>等三个文件的公告》(2020年第82号)有关要求,同意按优先审评范围“(一)临床急需的短缺药品、防治重大传染病和罕见病等疾病的创新药和改良型新药”纳入优先审评审批程序。","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":"http://www.zhitongcaijing.com/content/detail/1364489.html","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":"stock_zhitongcaijing","symbols":["LU2097828631.EUR","LU1997245177.USD","LU2488822045.USD","LU1820825898.SGD","LU1064131003.USD","BK0028","BK0060","LU1146622755.USD","BK0183","LU1064130708.USD","LU2097828474.EUR","LU2543165471.USD","LU1580142542.USD","01276","LU0359201612.USD","LU0405327148.USD","LU1997245094.SGD","BK0196","LU2097828557.USD","LU1997244956.HKD","LU2289578879.USD","LU1328615791.USD","LU2328871848.SGD","BK0012","LU2097828805.USD","LU2097828714.EUR","LU1781817850.SGD","LU0359201885.HKD","600276","LU2495084118.USD","LU0405327494.USD","LU2148510915.USD","LU2580892862.HKD","BK0239","BK0188","LU0359202008.SGD","LU2580892789.USD","LU1023057109.AUD","LU1655091616.SGD","LU1969619763.USD","BK1191","LU1255011170.USD"],"gpt_icon":0},{"id":"2580267486","title":"恒瑞医药(600276.SH)获得瑞维鲁胺片药物临床试验批准通知书","url":"https://stock-news.laohu8.com/highlight/detail?id=2580267486","media":"智通财经","labels":["productRelease"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2580267486?lang=zh_cn&edition=fundamental","pubTime":"2025-11-03 16:54","pubTimestamp":1762160075,"startTime":"0","endTime":"0","summary":"智通财经APP讯,恒瑞医药(600276.SH)发布公告,近日,公司收到国家药品监督管理局核准签发关于瑞维鲁胺片的《药物临床试验批准通知书》,将于近期开展联合注射用HS-20093用于前列腺癌的临床试验。瑞维鲁胺片是第二代AR抑制剂,相较于第一代AR抑制剂,具有更强的AR抑制作用,且无激动作用。公司瑞维鲁胺片已于2022年获批上市,用于治疗高瘤负荷的转移性激素敏感性前列腺癌(mHSPC)患者。","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":"http://www.zhitongcaijing.com/content/detail/1364485.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"productRelease","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["LU1580142542.USD","LU0359201612.USD","BK0012","LU1969619763.USD","LU0405327148.USD","LU2097828714.EUR","LU2148510915.USD","LU2580892789.USD","LU1781817850.SGD","LU2488822045.USD","LU2097828805.USD","LU1064131003.USD","LU2097828474.EUR","BK0196","LU2328871848.SGD","LU2543165471.USD","LU2289578879.USD","BK0183","LU1255011170.USD","LU1997244956.HKD","LU1997245177.USD","BK0239","LU2495084118.USD","BK0188","BK0028","LU0405327494.USD","LU1655091616.SGD","LU1064130708.USD","LU1146622755.USD","LU0359201885.HKD","BK0060","LU1023057109.AUD","01276","LU2097828557.USD","LU2097828631.EUR","600276","BK1191","LU0359202008.SGD","LU1820825898.SGD","LU2580892862.HKD","LU1997245094.SGD","LU1328615791.USD"],"gpt_icon":0},{"id":"2580267575","title":"恒瑞医药(01276)11月3日耗资632.23万元回购10万股A股","url":"https://stock-news.laohu8.com/highlight/detail?id=2580267575","media":"智通财经","labels":["shareholding","buyback"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2580267575?lang=zh_cn&edition=fundamental","pubTime":"2025-11-03 16:46","pubTimestamp":1762159576,"startTime":"0","endTime":"0","summary":"智通财经APP讯,恒瑞医药(01276)公布,2025年11月3日耗资632.23万元回购10万股A股股份。","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":"http://www.zhitongcaijing.com/content/detail/1364472.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"shareholding,buyback","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["LU1328615791.USD","LU1997245094.SGD","LU2488822045.USD","LU2097828714.EUR","LU1997245177.USD","BK0183","LU1781817850.SGD","LU2580892789.USD","LU1655091616.SGD","BK0196","LU2495084118.USD","LU1969619763.USD","LU2097828474.EUR","159982","LU2097828557.USD","LU2328871848.SGD","LU1580142542.USD","BK0012","BK0188","LU0359201612.USD","399300","LU1146622755.USD","LU1023057109.AUD","LU1997244956.HKD","LU2148510915.USD","LU2097828805.USD","BK0060","LU0359201885.HKD","600276","LU1064130708.USD","LU0405327494.USD","LU0359202008.SGD","01276","BK0239","LU0405327148.USD","LU1255011170.USD","LU2580892862.HKD","BK1191","LU1064131003.USD","LU1820825898.SGD","LU2289578879.USD","LU2543165471.USD","LU2097828631.EUR","BK0028"],"gpt_icon":0},{"id":"2580160052","title":"每日卖空追踪 | 恒瑞医药 11月03日卖空量成交51.7万股,卖空比例为11.1%","url":"https://stock-news.laohu8.com/highlight/detail?id=2580160052","media":"市场透视","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2580160052?lang=zh_cn&edition=fundamental","pubTime":"2025-11-03 16:30","pubTimestamp":1762158620,"startTime":"0","endTime":"0","summary":"恒瑞医药北京时间11月03日,跌1.6%,卖空量成交51.7万股,较上一交易日减少66.15%更多个股卖空数据请看下面视窗:卖空数据是观测市场多空博弈的关键指标:短期可反映市场情绪,高卖空比例预示看空预期,但极端值可能触发轧空反弹;长期结合基本面恶化则预警下行风险。需注意其局限性:卖空行为包含对冲需求,未必单纯看空;机构可能通过衍生品做空未体现在数据中,且散户跟风易扭曲信号。股市有风险,请谨慎决策。","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=nesSN202511031632309750824f&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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16:15","pubTimestamp":1762157704,"startTime":"0","endTime":"0","summary":"智通财经APP获悉,截止11月3日收盘,东北电气、弘业期货、中石化油服分列AH溢价率前三位,溢价率分别为918.87%、251.83%、251.28%;宁德时代、招商银行、恒瑞医药分列AH溢价率末三位,溢价率分别为-17.20%、0.68%、2.81%。其中东北电气、长飞光纤光缆、晨鸣纸业的偏离值位居前三,分别为86.45%、28.54%、26.52%;另外,中远海能、第一拖拉机股份、中海油田服务的偏离值位居后三,分别为-12.73%、-12.34%、-12.09%。","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/1364430.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":["02603","01919","03678","02727","06869","00914","399300","01276","01349","BK1110","LU0737861699.HKD","03606","01108","01812","00038","01988","00187","00042","06680","02359","00300","LU0791591158.USD","06178","LU1242518857.USD","03750","06826","01033","00568","02338","IE00B3M56506.USD","LU0455707207.USD","02465","02218","02883","02238","01057","00107","01138","BK1506","LU0117841782.USD","03143","159982","LU0463099449.HKD","BK1185","00670","BK1610","02648","03968"],"gpt_icon":1},{"id":"2580259993","title":"三季报顺利收官,第十一批集采开标——医药生物行业周报","url":"https://stock-news.laohu8.com/highlight/detail?id=2580259993","media":"动脉网","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2580259993?lang=zh_cn&edition=fundamental","pubTime":"2025-11-03 10:06","pubTimestamp":1762135560,"startTime":"0","endTime":"0","summary":"本周医药生物行业整体表现稳健,尽管板块略有下跌0.92%,但第十一批国家药品集采顺利开标,中选产品满足了临床和患者的多元需求。此外,“十五五”规划强调支持创新药与医疗器械的发展,为行业长期增长提供了政策支持。恒瑞医药的肾病新药拟纳入优先审评,康龙化成完成了一项重要收购,并发布了第三季度报告。渤海证券维持对医药生物行业的“看好”评级,并建议关注恒瑞医药的投资机会。","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=nesSN20251103102913974fe26e&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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亿在净流入比方面,深圳高速公路股份、安徽皖通高速公路、联想控股以68.48%、64.22%、59.98%位列市场前三。","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":"http://www.zhitongcaijing.com/content/detail/1364188.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":["02666","03033","02899","03933","02192","02388","02628","02648","01171","03899","09988","81024","PNGAY","00956","00883","01276","89988","01117","HPAD.SI","03968","00811","02669","80883","01071","82388","01112","00168","00777","09992","03396","02162","02318","03993","00941","82020","03143","06616","01347","02020","00548","00995","KSTmain","00751","82318","01478","HTCD.SI","00700"],"gpt_icon":1},{"id":"2580811842","title":"恒瑞医药三季报公布,营收净利双位数增长,国际化BD与重磅人才引进加速布局","url":"https://stock-news.laohu8.com/highlight/detail?id=2580811842","media":"药财社","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2580811842?lang=zh_cn&edition=fundamental","pubTime":"2025-11-02 20:02","pubTimestamp":1762084952,"startTime":"0","endTime":"0","summary":"报告显示,公司前三季度实现营业收入231.88亿元,同比增长14.85%;归母净利润57.51亿元,同比增长24.50%。报告期内公司共获得48个临床试验批件,有4款产品被纳入突破性治疗品种名单。恒瑞医药在第三季度通过“引智升级”策略,持续强化全球化人才梯队。写在最后综合来看,恒瑞医药2025年三季报传递了清晰信号:在业绩稳健增长的同时,公司正通过持续加码的研发投入、加速落地的国际化BD以及高端人才体系的构建,全方位夯实其创新底座。","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=nesSN20251102200835a6db97c1&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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后市有望震荡向上","url":"https://stock-news.laohu8.com/highlight/detail?id=2580283681","media":"光大证券","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2580283681?lang=zh_cn&edition=fundamental","pubTime":"2025-11-02 00:00","pubTimestamp":1762012800,"startTime":"0","endTime":"0","summary":"2025Q3,股票型公募基金重仓医药市值占比为11.93%,环比-0.32pct;剔除医药基金的公募基金重仓医药市值占比为5.91%,环比-0.53pct。随着美国降息通道的开启,以及更多国产创新药械的研发推进与成果公布,资本市场投资热情回暖是必然趋势,看好医药板块估值的持续修复和震荡上行。2026 年年度投资策略:政策与产业共振,投资临床价值三段论。","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=nesSN2025110218070694e9bbfc&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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10:03","pubTimestamp":1761962581,"startTime":"0","endTime":"0","summary":"一家公司,没有产品上市,市值却突破了千亿人民币。今天,让我们一起来扒一扒,国内那些市值千亿的的创新药企,手里到底藏着怎样的王牌?恒瑞是国内市值最高的药企,差不多有4600 亿。今年前三季度,恒瑞一共赚了232亿,其中大部分来源于创新药。恒瑞新药管线进度来源:丁香园 Insight 数据库百济排在第二。今年以来,它的股价在三个市场中的涨幅都超过了70%,其中A股市值大概在4400 亿左右,和恒瑞差不多,港股、美股在2500 亿左右。","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=nesSN20251101101314a480e195&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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08:18","pubTimestamp":1761956330,"startTime":"0","endTime":"0","summary":"看点view本周,2025年国谈开启,第十一批国采272家企业的453个产品拟中选,医药反腐再掀风暴,多起医药虚假宣传典型案例曝光。截至目前,国家医保局共开展十一批国家组织药品集采,成功采购490种药品。大联盟集采中选结果出炉10月29日,广东省药品交易中心发布广东联盟常见病慢性病药品接续采购中选结果通知。根据相关规定,责令当事人停止违法行为,并处20万元罚款。","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=nesSN20251101085310a480c74b&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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