港股详情

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药明生物

39.140

-1.080-2.69%

成交量：2,344.35万

成交额：9.06亿

市值：1,619.61亿

市盈率：43.80

高：39.880

开：39.320

低：38.000

收：40.220

52周最高：44.000

52周最低：16.200

股本：41.38亿

香港流通股本：41.38亿

量比：1.78

换手率：0.57%

股息：- -

股息率：- -

每股收益(LYR):0.894

净资产收益率：10.50%

总资产收益率：5.89%

市净率：3.16

市盈率(LYR):43.80

市销率: 7.09

数据加载中...

总览公司新闻资讯公告

药明生物(02269)出现大手卖出35.45万股，成交价$38.7，涉资1.372千万

阿斯达克财经

医药行业周报：哮喘与COPD：长效化、生物药加速突破

中信建投证券

《大行》里昂看好CDMO企业盈利能见度首选药明康德(02359.HK)药明生物(02269.HK)康龙化成(03759.HK)

阿斯达克财经

创业板跌超1%，算力硬件集体调整，稀土拉升，恒科指反弹，生物医药活跃

华尔街见闻

港股异动 | 创新药板块走弱，百济神州跌近9%，药明生物跌超7%

老虎资讯综合

高盛——药明生物：2025年下半年初步业绩大概率因“R”业务贡献提升而超预期；关注订单增长及2026年业绩指引（附下载）

外资精华观点

每日卖空追踪 | 药明生物 02月25日卖空量成交151.2万股，卖空比例为9.69%

港股异动 | 北海康成-B(01228)午后涨超6% 拟向药明生物子公司配股净筹约1.99亿港元

【券商聚焦】海通国际：香港医疗板块情绪回暖看好创新药龙头信达生物

药明生物盘中异动急速下挫3.02%

每日卖空追踪 | 药明生物 02月23日卖空量成交79.5万股，卖空比例为8.3%

药明生物盘中异动早盘大幅上涨3.23%

港交所：2月16日，贝莱德持有的药明生物H股多头头寸从5.22%降至4.51%。

每日卖空追踪 | 药明生物 02月20日卖空量成交90.15万股，卖空比例为8.05%

每日卖空追踪 | 药明生物 02月16日卖空量成交154.4万股，卖空比例为21.86%

【券商聚焦】中信建投：国产白蛋白批签发占比提升，新产品研发持续推进

一周医药速览（02.09-02.13）

药明海德苏州基地获巴西ANVISA GMP认证

《大行》摩通上调药明生物(02269.HK)目标价至51元业绩超预期订单势头强劲

阿斯达克财经

资金动向 | 北水加仓腾讯控股超14亿，连续3日净买入美团

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11:50","pubTimestamp":1772164200,"startTime":"0","endTime":"0","summary":"因此，里昂目前更看好合同生产组织，预期凭借更佳的产能锁定能力及更长期的项目，盈利能见度持续跑赢CRO，全球CRO/CDMO板块首选股维持为药明康德、药明生物、康龙化成、龙沙集团及三星生物，全数给予“跑赢大市”评级，对药明康德、药明生物及康龙化成目标价分别为143.4元、48.5元及28.8元。","market":"hk","thumbnail":"https://plib.aastocks.com/aafnnews/image/medialib/20220419153917927_s.jpg","type":0,"news_type":0,"thumbnails":["https://plib.aastocks.com/aafnnews/image/medialib/20220419153917927_s.jpg"],"rights":{"source":"aastocks_highlight","url":"http://www.aastocks.com/tc/stocks/news/aafn-con/NOW.1505419/latest-news/AAFN","rn_cache_url":null,"directOrigin":true},"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.1505419/latest-news/AAFN","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":"aastocks_highlight","symbols":["LU2328871848.SGD","LU1979443071.USD","LU0052750758.USD","LU0326950275.SGD","LU1794554557.SGD","LU0456827905.SGD","03759","LU0979878070.USD","BK1583","300759","LU0708995583.HKD","LU1997245094.SGD","LU0348825331.USD","LU1046422090.SGD","02359","LU0320764599.SGD","LU0856984785.SGD","LU0043850808.USD","LU0516422440.USD","LU0051755006.USD","LU0359202008.SGD","LU1997245177.USD","LU0572944931.SGD","LU0516422366.SGD","02269","LU1880383366.USD","BK1521","LU0039217434.USD","BK1610","LU1969619763.USD","LU1997244956.HKD","LU0516422952.EUR","LU0516423174.USD","BK1589","BK1576","603259","LU0588546209.SGD","IE00B0JY6N72.USD","LU2242644610.SGD","LU3063872942.SGD","LU0140636845.USD","LU2125910500.SGD","LU2495084118.USD","LU0417516902.SGD","LU1808992512.USD","LU0823426308.USD","LU0359201612.USD","LU2045819591.USD","LU1720050803.USD","LU0417516738.SGD"],"gpt_icon":0},{"id":"2614963001","title":"创业板跌超1%，算力硬件集体调整，稀土拉升，恒科指反弹，生物医药活跃","url":"https://stock-news.laohu8.com/highlight/detail?id=2614963001","media":"华尔街见闻","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2614963001?lang=zh_cn&edition=fundamental","pubTime":"2026-02-27 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创新药板块走弱，百济神州跌近9%，药明生物跌超7%","url":"https://stock-news.laohu8.com/highlight/detail?id=1167195569","media":"老虎资讯综合","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1167195569?lang=zh_cn&edition=fundamental","pubTime":"2026-02-26 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17:21","pubTimestamp":1772011260,"startTime":"0","endTime":"0","summary":"免费体验“高时效”国际投行研报“T+0至T+1”“原研报”可至底部下载高盛——药明生物：2025年下半年初步业绩大概率因“R”业务贡献提升而超预期；关注订单增长及2026年业绩指引翻译精华1. 药明生物发布2025年盈利预喜，全年营收同比增长16.7%，略高于14%-16%的业绩指引；2025年下半年营收118亿元，略高于高盛及市场一致预期，净利润20亿元、调整后净利润37亿元，均大幅超出市场预期。","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=nesSN20260225185838a4c6fd57&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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| 药明生物 02月25日卖空量成交151.2万股，卖空比例为9.69%","url":"https://stock-news.laohu8.com/highlight/detail?id=2614055035","media":"市场透视","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2614055035?lang=zh_cn&edition=fundamental","pubTime":"2026-02-25 16:30","pubTimestamp":1772008232,"startTime":"0","endTime":"0","summary":"药明生物北京时间02月25日，涨1.57%，卖空量成交151.2万股，较上一交易日减少75.05%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=nesSN20260225163355a71d5a33&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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| 北海康成-B(01228)午后涨超6% 拟向药明生物子公司配股 净筹约1.99亿港元","url":"https://stock-news.laohu8.com/highlight/detail?id=2614770941","media":"智通财经","labels":["shareholding"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2614770941?lang=zh_cn&edition=fundamental","pubTime":"2026-02-25 14:36","pubTimestamp":1772001366,"startTime":"0","endTime":"0","summary":"智通财经APP获悉，北海康成-B(01228)午后涨超6%，截至发稿，涨5.68%，报2.79港元，成交额172.27万港元。消息面上，北海康成此前宣布，向药明生物旗下子公司配售8,403.36万股股份，占扩大后股本约14.12%。配股事项所得款项净额约1.99亿港元，约12%将用于商业化产品的营运资金及注册维护；28%用于现有产品线的研发开支；60%用于结算集团的贸易应付款项。配售完成后，药明生物于北海康成的持股比例将升至约16.27%。","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/1407052.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"shareholding","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["LU0823426480.USD","01228","LU0052750758.USD","LU0326950275.SGD","LU1794554557.SGD","LU0456827905.SGD","BK1141","LU0979878070.USD","LU2039709279.SGD","BK4588","LU0348735423.USD","LU0348825331.USD","LU0320764599.SGD","LU0856984785.SGD","LU0043850808.USD","LU0181495838.USD","LU0516422440.USD","LU1242518931.SGD","LU0051755006.USD","LU0359202008.SGD","LU0456846285.SGD","LU0572944931.SGD","LU0516422366.SGD","02269","LU0307460666.USD","LU1880383366.USD","SG9999002562.SGD","BK1521","BK1161","BK1610","BK4585","LU0039217434.USD","LU0516422952.EUR","LU1242518857.USD","LU0516423174.USD","BK1589","BK1576","LU0588546209.SGD","LU1688375341.USD","IE00B0JY6N72.USD","LU0140636845.USD","VT","LU0327786744.USD","LU0417516902.SGD","SG9999002463.SGD","LU0823426308.USD","LU0359201612.USD","LU1720050803.USD","LU0417516738.SGD","VXUS"],"gpt_icon":0},{"id":"2614746805","title":"【券商聚焦】海通国际：香港医疗板块情绪回暖 看好创新药龙头信达生物","url":"https://stock-news.laohu8.com/highlight/detail?id=2614746805","media":"金吾财讯","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2614746805?lang=zh_cn&edition=fundamental","pubTime":"2026-02-24 11:29","pubTimestamp":1771903764,"startTime":"0","endTime":"0","summary":"金吾财讯|海通国际发布研报指，香港医疗保健板块本周表现强劲，恒生医疗保健指数上涨3.2%，跑赢恒生指数3.2个百分点。板块回暖主要受信达生物与礼来达成88.5亿美元战略合作催化，该交易创下中国创新药企BD新纪录。信达生物将获得3.5亿美元首付款及最高85亿美元里程碑付款，保留大中华区权益，凸显其研发能力获国际认可。海通国际维持对信达生物、药明生物等创新药产业链龙头的\"优于大市\"评级，认为中国创新药企全球化能力持续提升。","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=nesSN20260224114823a4c13dac&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=nesSN20260224114823a4c13dac&s=b","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":"tencent","symbols":["LU2097828557.USD","BK1161","LU2097828474.EUR","LU2097828805.USD","LU0502904849.HKD","LU2097828714.EUR","BK1583","HK0000165453.HKD","06978","02252","BK1617","LU2328871848.SGD","BK1589","LU2242644610.SGD","01801","LU2488822045.USD","LU0455707207.USD","LU2097828631.EUR","LU1969619763.USD","02269","BK1100","BK1574"],"gpt_icon":0},{"id":"2613752075","title":"药明生物盘中异动 急速下挫3.02%","url":"https://stock-news.laohu8.com/highlight/detail?id=2613752075","media":"市场透视","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2613752075?lang=zh_cn&edition=fundamental","pubTime":"2026-02-24 09:46","pubTimestamp":1771897565,"startTime":"0","endTime":"0","summary":"2026年02月24日早盘09时46分，药明生物股票出现波动，股价快速下跌3.02%。截至发稿，该股报40.420港元/股，成交量457.35万股，换手率0.11%，振幅3.74%。药明生物股票所在的生物技术行业中，整体跌幅为0.43%。其相关个股中，中生北控生物科技、瑞博生物-B、维升药业-B涨幅较大，振幅较大的相关个股有MIRXES-B、翰思艾泰-B、瑞博生物-B，振幅分别为11.49%、7.22%、5.37%。","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=nesSN2026022409460597a6c370&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=nesSN2026022409460597a6c370&s=b","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":"tencent","symbols":["LU0359202008.SGD","LU0819121731.USD","LU0039217434.USD","LU0417516902.SGD","LU2039709279.SGD","LU0043850808.USD","LU0708995583.HKD","LU1794554557.SGD","LU0051755006.USD","LU0516422440.USD","LU0359201612.USD","LU0516423091.SGD","BK1589","LU0307460666.USD","LU0348735423.USD","LU0856984785.SGD","SG9999002463.SGD","BK1576","LU0823426480.USD","LU0516422952.EUR","IE00B0JY6N72.USD","LU0456827905.SGD","LU1242518931.SGD","BK1610","LU0516423174.USD","LU1880383366.USD","LU0516422366.SGD","LU0979878070.USD","LU0417516738.SGD","LU0326950275.SGD","LU0181495838.USD","LU1242518857.USD","LU1688375341.USD","SG9999002562.SGD","LU3063872942.SGD","LU0572944931.SGD","LU0823426308.USD","LU0588546209.SGD","02269","BK1521","LU0327786744.USD","BK1141","LU0052750758.USD","LU0320764599.SGD","LU1720050803.USD","LU0456846285.SGD","LU0140636845.USD","LU0348825331.USD"],"gpt_icon":0},{"id":"2613589087","title":"每日卖空追踪 | 药明生物 02月23日卖空量成交79.5万股，卖空比例为8.3%","url":"https://stock-news.laohu8.com/highlight/detail?id=2613589087","media":"市场透视","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2613589087?lang=zh_cn&edition=fundamental","pubTime":"2026-02-23 16:30","pubTimestamp":1771835429,"startTime":"0","endTime":"0","summary":"药明生物北京时间02月23日，涨3.42%，卖空量成交79.5万股，较上一交易日减少77.01%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=nesSN20260223163346a4be7d84&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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早盘大幅上涨3.23%","url":"https://stock-news.laohu8.com/highlight/detail?id=2613190206","media":"市场透视","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2613190206?lang=zh_cn&edition=fundamental","pubTime":"2026-02-23 09:30","pubTimestamp":1771810208,"startTime":"0","endTime":"0","summary":"2026年02月23日早盘09时30分，药明生物股票出现异动，股价大幅上涨3.23%。截至发稿，该股报41.600港元/股，成交量24.6万股，换手率0.01%，振幅0.65%。资金方面，该股资金流入458.523万港元，流出168.028万港元。药明生物股票所在的生物技术行业中，整体跌幅为1.16%。其相关个股中，和铂医药-B、药明生物、维亚生物涨幅较大，振幅较大的相关个股有复宏汉霖、科济药业-B、和铂医药-B，振幅分别为2.98%、2.43%、1.72%。","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=nesSN20260223093008a7146566&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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17:43","pubTimestamp":1771580632,"startTime":"0","endTime":"0","summary":"来源：滚动播报港交所：2月16日，贝莱德持有的药明生物H股多头头寸从5.22%降至4.51%。","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=nesSN20260220174834a4b6138e&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=nesSN20260220174834a4b6138e&s=b","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"shareholding","news_rank":0,"length":0,"strategy_id":0,"source":"tencent","symbols":["LU1720050803.USD","LU0516423091.SGD","LU0516423174.USD","LU0588546209.SGD","LU0359201612.USD","LU3063872942.SGD","LU0823426480.USD","LU0456846285.SGD","LU0327786744.USD","LU0417516738.SGD","LU0348825331.USD","LU0823426308.USD","LU1242518931.SGD","LU1794554557.SGD","BK1141","LU0039217434.USD","BK1589","02269","BK1521","LU0979878070.USD","LU0052750758.USD","LU1688375341.USD","SG9999002562.SGD","LU0181495838.USD","LU0456827905.SGD","LU0516422366.SGD","LU0516422952.EUR","LU0819121731.USD","SG9999002463.SGD","BK1576","LU0320764599.SGD","LU0359202008.SGD","IE00B0JY6N72.USD","LU0326950275.SGD","LU0140636845.USD","LU0708995583.HKD","LU1242518857.USD","LU0051755006.USD","LU0856984785.SGD","LU0572944931.SGD","LU1880383366.USD","LU0307460666.USD","LU0043850808.USD","LU0516422440.USD","BK1610","LU0417516902.SGD","LU2039709279.SGD","LU0348735423.USD"],"gpt_icon":0},{"id":"2613299505","title":"每日卖空追踪 | 药明生物 02月20日卖空量成交90.15万股，卖空比例为8.05%","url":"https://stock-news.laohu8.com/highlight/detail?id=2613299505","media":"市场透视","labels":["shareholding"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2613299505?lang=zh_cn&edition=fundamental","pubTime":"2026-02-20 16:30","pubTimestamp":1771576228,"startTime":"0","endTime":"0","summary":"药明生物北京时间02月20日，跌0.49%，卖空量成交90.15万股，较上一交易日减少41.61%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=nesSN20260220163342a4b5e87a&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, 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| 药明生物 02月16日卖空量成交154.4万股，卖空比例为21.86%","url":"https://stock-news.laohu8.com/highlight/detail?id=2612484956","media":"市场透视","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2612484956?lang=zh_cn&edition=fundamental","pubTime":"2026-02-16 16:30","pubTimestamp":1771230625,"startTime":"0","endTime":"0","summary":"药明生物北京时间02月16日，涨1.25%，卖空量成交154.4万股，较上一交易日减少66.08%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=nesSN20260216163329a700df1b&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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08:52","pubTimestamp":1771203153,"startTime":"0","endTime":"0","summary":"金吾财讯 | 中信建投发研报指，2025年，国内血制品行业中白蛋白、静丙、纤原批签发保持稳健，其中国产白蛋白签发批次占比同比提升。VIII因子、PCC批签发增速较快，狂免、破免批签发保持较好增长。受集采等因素影响，国内部分企业的白蛋白、VIII因子等产品中标价有所调整，有利于以价换量，带动产品销量提升。研发管线方面，企业针对重组产品和新型免疫球蛋白（包括层析静丙、皮下注射免疫球蛋白）的研发持续推进。2026年血制品行业建议关注浆站拓展情况、行业并购整合趋势及新品研发进展。建议关注处于行业头部，未来有望通过内生增长+外延整合持续拓展浆站资源，血制品业务持续增长的企业。","market":"us","thumbnail":"https://static.szfiu.com/news/20250106/N2I4ZDVmMTM1NjM3MTU3MjA=.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20250106/N2I4ZDVmMTM1NjM3MTU3MjA=.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"1975156","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":["BK1589","LU0856984785.SGD","LU0708995583.HKD","LU1688375341.USD","LU0823426308.USD","LU0516422952.EUR","LU1794554557.SGD","LU0359202008.SGD","LU0140636845.USD","LU1880383366.USD","IE00B0JY6N72.USD","LU0327786744.USD","BK1141","LU2125910500.SGD","LU0456846285.SGD","LU0359201612.USD","02269","BK1583","LU0043850808.USD","LU0052750758.USD","LU0326950275.SGD","LU0572944931.SGD","LU0516422440.USD","LU1242518931.SGD","SG9999002463.SGD","LU0823426480.USD","SG9999002562.SGD","LU3063872942.SGD","LU0039217434.USD","LU0417516902.SGD","LU2039709279.SGD","LU0588546209.SGD","LU0979878070.USD","BK1191","LU0819121731.USD","LU0456827905.SGD","LU0348825331.USD","LU1720050803.USD","LU0181495838.USD","LU0516423174.USD","LU2242644610.SGD","601066","LU0348735423.USD","06821","LU1046422090.SGD","LU0320764599.SGD","BK1521","03347","LU2045819591.USD","02359"],"gpt_icon":0},{"id":"2611362831","title":"一周医药速览（02.09-02.13）","url":"https://stock-news.laohu8.com/highlight/detail?id=2611362831","media":"财经网","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2611362831?lang=zh_cn&edition=fundamental","pubTime":"2026-02-13 14:41","pubTimestamp":1770964919,"startTime":"0","endTime":"0","summary":"据悉，康泰生物与阿斯利康的合作计划始于2025年3月，双方拟在北京经济技术开发区设立合资公司，聚焦疫苗业务建立战略合作关系。合资公司注册资本预计3.45亿元，双方各持股50%，投资总额约4亿美元，最终投资金额将根据项目进展调整。截至本次公告披露，该合资公司尚未成立，康泰生物也未实际出资。截至本公告日，华润医药投资及其附属公司持有天麦生物科技少于30%股权。","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=nesSN20260213144520a49f8b90&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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 业绩超预期订单势头强劲","url":"https://stock-news.laohu8.com/highlight/detail?id=2611853861","media":"阿斯达克财经","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2611853861?lang=zh_cn&edition=fundamental","pubTime":"2026-02-13 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