港股详情

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百济神州

217.800

+2.2001.02%

成交量：426.20万

成交额：9.39亿

市值：3,356.30亿

市盈率：-59.40

高：227.600

开：223.200

低：215.200

收：215.600

52周最高：229.400

52周最低：103.100

股本：15.41亿

香港流通股本：14.26亿

量比：0.63

换手率：0.30%

股息：- -

股息率：- -

每股收益(LYR):-3.667

净资产收益率：1.81%

总资产收益率：1.69%

市净率：10.44

市盈率(LYR):-59.40

市销率: 8.67

数据加载中...

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15:19","pubTimestamp":1762499965,"startTime":"0","endTime":"0","summary":"2025 年前三季度，中国创新药产业迎来关键转折期。此外，叠加政策体系完善与全球流动性宽松共振，产业盈利拐点显现，长期价值回归趋势明确，中国创新药正从 “研发投入期” 迈向 “价值兑现期”。截至目前伏美替尼销售收入估计已超过100亿元。随着更多创新大单品完成临床价值验证与市场的渗透，中国创新药产业将在全球医药创新格局中占据更重要的地位。","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=nesSN2025110715211194f5137e&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=nesSN2025110715211194f5137e&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":["LU0307460666.USD","BK1574","BK1500","LU1719994722.HKD","BK1161","06160","BK1583","06978","BK1588","LU1251922891.USD","LU1303224171.USD","LU1969619763.USD","LU0588546209.SGD","LU1770034418.SGD","LU2328871848.SGD"],"gpt_icon":0},{"id":"2581888721","title":"百济神州Q3营收破百亿","url":"https://stock-news.laohu8.com/highlight/detail?id=2581888721","media":"药视声Medispace","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2581888721?lang=zh_cn&edition=fundamental","pubTime":"2025-11-07 14:10","pubTimestamp":1762495849,"startTime":"0","endTime":"0","summary":"22025年第三季度，百济神州交出了一份营收破百亿的业绩报告。未来18个月内，百济神州将迎来约多项关键研发里程碑，这些里程碑将覆盖血液肿瘤、实体瘤以及炎症与免疫领域。百济神州在EHA年会期间通过四场重磅口头报告，展示了其在血液肿瘤治疗管线的创新疗法成果。2025年前三季度，百济神州实现营业总收入275.95亿元。随着从BeiGene到BeOne的转变完成，百济神州预计将在2025年首次实现全年盈利。","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=nesSN20251107142917a48f5db6&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":["earning"],"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=nesSN20251107142917a48f5db6&s=b","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"dataReport","news_rank":0,"length":0,"strategy_id":0,"source":"tencent","symbols":["06160"],"gpt_icon":0},{"id":"2581206900","title":"【券商聚焦】国金证券维持百济神州(06160)“买入”评级 指研发管线有望迎来密集催化","url":"https://stock-news.laohu8.com/highlight/detail?id=2581206900","media":"金吾财讯","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2581206900?lang=zh_cn&edition=fundamental","pubTime":"2025-11-07 13:30","pubTimestamp":1762493440,"startTime":"0","endTime":"0","summary":"金吾财讯 | 国金证券研报指，11月6日，百济神州 发布2025Q3业绩公告，25Q3公司实现总收入14亿美元，同比+41%；实现GAAP净利润1.25亿美元，同比扭亏为盈。泽布替尼延续高速放量态势，成为全球BTKi市场领导者。该机构指，公司核心产品高速放量，国际化布局加速兑现，研发管线有望迎来密集催化。考虑到公司为国内Biopharma龙头，全球化布局成效显著，商业化与研发均迎来关键拐点，维持“买入”评级。","market":"us","thumbnail":"https://static.szfiu.com/news/20250109/MTU3MGM5Y2M3ZDk5Mjg2ODIwNjM2NDU0OA==.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20250109/MTU3MGM5Y2M3ZDk5Mjg2ODIwNjM2NDU0OA==.jpg"],"rights":null,"property":["rate"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"1969218","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":["688235","06160","ONC"],"gpt_icon":0},{"id":"2581023131","title":"《股市简讯》百济神州港股升3.8%，三季度同比扭亏为盈","url":"https://stock-news.laohu8.com/highlight/detail?id=2581023131","media":"路透中文","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2581023131?lang=zh_cn&edition=fundamental","pubTime":"2025-11-07 09:20","pubTimestamp":1762478451,"startTime":"0","endTime":"0","summary":"《股市简讯》百济神州港股升3.8%，三季度同比扭亏为盈* 总部位于美国的生物科技公司--百济神州港股6160.HK周五早盘一度升3.8%，其A股688235.SS至多涨3.1%，三季度同比扭亏为盈。* 百济神州公告称，三季度净利6.9亿元人民币，营收同比增41.1%。* 百济神州港股今年迄今涨20.7%，同期A股劲扬77.6%。* 恒生生物科技指数.HSBIO跌0.2%。（完）\n        更多股市简讯请点选CN-CMN-HOT (发稿 崔珠珠；审校 田镧沁) ((zhuzhu.cui@thomsonreuters.com; +86-21-20830048;))","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":"https://api.refinitiv.com/data/news/v1/stories/urn:newsml:reuters.com:20251107:nL4T3WJ02T:1","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"dataReport","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["06160","BK1583","LU0588546209.SGD","LU2328871848.SGD","LU1303224171.USD","LU1251922891.USD","LU0307460666.USD","LU1969619763.USD","BK1500","BK1161","688235","LU1719994722.HKD","BK1588","BK0239","LU1770034418.SGD"],"gpt_icon":0},{"id":"2581042627","title":"智通港股早知道 | 多晶硅“收储”方案尚未披露实际进展 纳指大跌1.9%","url":"https://stock-news.laohu8.com/highlight/detail?id=2581042627","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2581042627?lang=zh_cn&edition=fundamental","pubTime":"2025-11-07 07:39","pubTimestamp":1762472366,"startTime":"0","endTime":"0","summary":"多晶硅“收储”方案尚未披露实际进展近期，多个市场信源称，多晶硅行业并购重组方案“呼之欲出”。该消息随后得到侧面证实。11月6日，记者从接近多晶硅收储事项的人士处了解到，各方合计出资额可能在200亿元至300亿元，具体尚不确定。因H股收市价满足条件，公司将以100%本金金额赎回，支付截至12月18日应计未付利息，结算后注销。持有人若行使转换权，应于12月8日下午3时前提交通知，转换价33.67港元。","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/1366345.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":["TQQQ","LU0588546209.SGD","BK1583","BK4581","LU1719994722.HKD","NVIW.SI","01060","QID","06160","LU1770034418.SGD","BK1161","TSYW.SI","USAW.SI","USJW.SI","BK1501","BK4561","BK1147","LU1969619763.USD","BK4593","LU1251922891.USD","159659","MNQmain","BK4550","PSQ","LU0307460666.USD","03086",".IXIC","NQmain","BK1128","BK1588","BK1500","LU2328871848.SGD","BK1584","LU1303224171.USD","BK4534","QLD","SQQQ","BK4588","BK1521","BK4585","BK1581","BK1591"],"gpt_icon":1},{"id":"2581044730","title":"百济神州预计2025年营收362亿元至381亿元；科兴制药递交港股上市申请｜医药早参","url":"https://stock-news.laohu8.com/highlight/detail?id=2581044730","media":"每日经济新闻","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2581044730?lang=zh_cn&edition=fundamental","pubTime":"2025-11-07 07:18","pubTimestamp":1762471091,"startTime":"0","endTime":"0","summary":"｜2025年11月7日星期五｜NO.1百济神州预计2025年营业收入362亿元至381亿元11月6日，百济神州公告，预计2025年营业收入为362亿元至381亿元，公司研发、销售及管理费用合计为295亿元至309亿元，毛利率维持在80%至90%的中高位区间。营业收入预计增长的调整主要得益于百悦泽在美国市场的领先地位及其在欧洲和全球其他重要市场的持续扩张。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"stock_eastmoney","url":"http://finance.eastmoney.com/a/202511073557480982.html","rn_cache_url":null,"directOrigin":true},"property":["earning"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://finance.eastmoney.com/a/202511073557480982.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"dataReport","news_rank":0,"length":0,"strategy_id":0,"source":"stock_eastmoney","symbols":["09939","ONC","06160"],"gpt_icon":0},{"id":"2581092483","title":"港股公告掘金 | 银河娱乐第三季度净收益为122亿港元 按年上升14%","url":"https://stock-news.laohu8.com/highlight/detail?id=2581092483","media":"智通财经","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2581092483?lang=zh_cn&edition=fundamental","pubTime":"2025-11-06 22:57","pubTimestamp":1762441071,"startTime":"0","endTime":"0","summary":"【重大事项】越疆(02432)拟折让约10.3%配售1666万股 净筹约7.71亿港元青瓷游戏(06633)与迪士尼订立游戏授权转让协议药师帮(09885)股价异动 将回购总额最多1亿港元的股份中国秦发(00866)获纳入MSCI全球小型股指数中烟香港(06055)与安徽中烟签订“王冠”雪茄全球市场独家经销协议潍柴动力(02338)与希锂斯签订一项制造许可协议【财报数据】银河娱乐(00027)发布","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/1366314.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"dataReport","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["LU2488822045.USD","02518","LU0320764599.SGD","LU0140636845.USD","00027","BK1095","BK1615","LU0821914370.USD","LU0417516571.SGD","LU0594300419.USD","LU0593848301.USD","LU0708995583.HKD","09688","LU0384037296.USD","LU0052750758.USD","LU0348784397.USD","LU0702159699.USD","LU1048596156.SGD","BK1583","LU1282649067.USD","LU1719994722.HKD","BK1610","LU0149534421.HKD","BK1589","LU0348783233.USD","BK1607","LU1969619763.USD","BK1161","LU0326950275.SGD","SG9999006597.SGD","06160","BK1500","LU0588546209.SGD","LU0650527681.SGD","LU0607220059.USD","LU1282649810.SGD","LU1166156734.SGD","LU1770034418.SGD","BK1172","LU2039709279.SGD","LU0488056044.USD","LU0307460666.USD","BK1588","BK1614","LU1303224171.USD","BK1574","LU0287142896.SGD","BK1163","LU0211977185.USD"],"gpt_icon":1},{"id":"2581509580","title":"百济神州2025年第三季度净利润6.89亿元","url":"https://stock-news.laohu8.com/highlight/detail?id=2581509580","media":"北京商报","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2581509580?lang=zh_cn&edition=fundamental","pubTime":"2025-11-06 20:50","pubTimestamp":1762433432,"startTime":"0","endTime":"0","summary":"北京商报讯（记者王寅浩宋雨盈）11月6日，百济神州发布公告称，公司第三季度实现营业收入100.77亿元，同比增长41.1%；归属于母公司所有者的净利润为6.89亿元。2025年前三季度实现营业收入275.95亿元，同比增长44.2%；归属于母公司所有者的净利润为11.39亿元。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"stock_eastmoney","url":"http://finance.eastmoney.com/a/202511063557251570.html","rn_cache_url":null,"directOrigin":true},"property":["earning"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://finance.eastmoney.com/a/202511063557251570.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":["06160","ONC"],"gpt_icon":0},{"id":"2581982460","title":"百济神州(06160)Q3单季度营收突破百亿规模 上调全年业绩指引","url":"https://stock-news.laohu8.com/highlight/detail?id=2581982460","media":"智通财经网","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2581982460?lang=zh_cn&edition=fundamental","pubTime":"2025-11-06 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19:10","pubTimestamp":1762427431,"startTime":"0","endTime":"0","summary":"百济神州(06160.HK)在港交所公告，2025年第三季度总收入达14亿美元，同比增长41%。百悦泽®（泽布替尼）该季度全球收入达10亿美元，同比增长51%。按照美国公认会计原则(GAAP)的稀释每股美国存托股份(ADS)收益为1.09美元；非GAAP稀释每股ADS收益为2.65美元。\n\n港股频道更多独家策划、专家专栏，免费查阅>>\n\r\n            责任编辑：山上","market":"us","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://hk.jrj.com.cn/2025/11/06191054053997.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"dataReport","news_rank":0,"length":0,"strategy_id":0,"source":"jinrongjie_stock","symbols":["BK4139","LU1969619763.USD","BK1588","BK1161","BK1500","ONC","LU0307460666.USD","LU1303224171.USD","LU1719994722.HKD","LU2328871848.SGD","LU1251922891.USD","BK4526","BK0239","LU1770034418.SGD","LU0588546209.SGD","BK1583","688235","06160","BK4585"],"gpt_icon":0},{"id":"2581151990","title":"11月6日港股药品及生物科技行业沽空数据盘点，百济神州、晶泰控股、药明生物沽空金额位居行业前三","url":"https://stock-news.laohu8.com/highlight/detail?id=2581151990","media":"证券之星APP","labels":["shareholding"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2581151990?lang=zh_cn&edition=fundamental","pubTime":"2025-11-06 18:05","pubTimestamp":1762423541,"startTime":"0","endTime":"0","summary":"证券之星消息，11月6日港交所披露数据显示，当日港股药品及生物科技行业的158只个股中有71只被沽空，总沽空股数为1.0亿股，总沽空金额为17.82亿元（港元），而当日药品及生物科技行业的总成交金额为142.29亿元（港元），沽空比例为12.53%。从沽空金额来看，百济神州、晶泰控股、药明生物沽空金额位居行业前三，分别为1.69亿港元、1.69亿港元、1.4亿港元。沽空与卖空含义相同，即在并不持有股票的前提下，通过借入股票获得筹码进而卖出。","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=nesSN20251106181330a6e5ab14&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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10:16","pubTimestamp":1762395403,"startTime":"0","endTime":"0","summary":"金吾财讯 | 中泰国际表示，恒生医疗保健10月下跌11.1%并显著跑输恒生指数，该机构认为主因包括：1)恒生医疗保健指数2025年以来连续上涨，市场近期可能忧虑如美国加收药品关税将影响创新药出海的前景。医药行业创新药出海近期捷报频出，翰森制药将授权罗氏旗下企业抗体偶联物HS-20110在除大中华地区以外的全球独占许可，信达生物将与武田药品携手推进新一代肿瘤免疫疗法及抗体偶联物的研发。","market":"fut","thumbnail":"https://static.szfiu.com/news/20241108/YzM1MzBiNWM5MmUxNDYxMGFiODk0MWI5MWJmNTU3YjMxMTA4MTkwNzI1ODY3.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20241108/YzM1MzBiNWM5MmUxNDYxMGFiODk0MWI5MWJmNTU3YjMxMTA4MTkwNzI1ODY3.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"1969131","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":["09926","BK1161","LU0359201612.USD","BK1588","LU1251922891.USD","LU1328277881.USD","LU0348784397.USD","02269","BK1515","159992","06160","09995","LU0823426308.USD","LU1813983027.USD","01177","02616","BK1576","LU0348766576.USD","LU0708995583.HKD","LU2097828557.USD","LU1226288253.USD","LU0348767384.USD","LU2242644610.SGD","01801","LU2097828631.EUR","LU1961090484.USD","LU0880133367.SGD","LU0348827113.USD","06185","LU0456846285.SGD","LU1960683339.HKD","02142","LU0348825331.USD","LU0417516571.SGD","LU1951186391.HKD","LU2399975544.HKD","LU0327786744.USD","LU0634319403.HKD","01093","LU0348783233.USD","09688","LU0039217434.USD","LU1152091754.HKD","01877","06978","LU2778985437.USD","IE0008369823.USD","LU0314109678.HKD","LU1226287875.USD","LU0456827905.SGD"],"gpt_icon":0},{"id":"2581008217","title":"【券商聚焦】交银国际：11月起 医药板块投资情绪有望企稳回升","url":"https://stock-news.laohu8.com/highlight/detail?id=2581008217","media":"金吾财讯","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2581008217?lang=zh_cn&edition=fundamental","pubTime":"2025-11-06 09:08","pubTimestamp":1762391319,"startTime":"0","endTime":"0","summary":"金吾财讯 | 交银国际表示，医药行业板块3Q25业绩呈现边际复苏态势，其中与创新产业链关联紧密的化药/生物药公司和CXO板块表现较优，集采影响逐步出清的子板块也有改善迹象。10月港股医药回调主因情绪回落和资金获利了结，但板块基本面不变、依旧强劲向好；11月起，行业催化剂增多（各项学术大会、BD出海交易、利好政策落地、潜在降息等），板块投资情绪有望企稳回升。该机构继续推荐关注以下细分方向：1）创新药：三生制药、德琪医药短期催化剂丰富、估值仍未反映核心大单品价值；先声药业、和黄医药、传奇生物被明显低估、长期成长逻辑清晰；2）CXO：受益于下游高景气度和融资边际回暖的细分赛道龙头，如药明合联。","market":"hk","thumbnail":"https://static.szfiu.com/news/20241108/MDc2YjQxZmY4Y2VkNWEzNDU4MmJiNGExMDgxOTA3MjUwMzc=.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20241108/MDc2YjQxZmY4Y2VkNWEzNDU4MmJiNGExMDgxOTA3MjUwMzc=.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"1969115","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":["LU1720050803.USD","BK1161","LU0540923850.HKD","LU1719994722.HKD","LU2488822045.USD","SG9999014674.SGD","LU0417516902.SGD","IE00B5MMRT66.SGD","BK1588","02228","06160","159938","BK1617","BK1141","02196","01099","LU1251922891.USD","02268","09688","LU0348827113.USD","02367","09926","LU1794554557.SGD","BK1191","09939","BK1207","BK1593","LU0640798160.USD","01789","LU0348784397.USD","BK1585","LU0561508036.HKD","01530","03329","LU0348783233.USD","SG9999004311.SGD","03933","LU1115378108.SGD","LU1961090484.USD","LU2476274308.USD","BK1500","LU0348825331.USD","LU1303224171.USD","LU0417516738.SGD","LU0348735423.USD","LU2778985437.USD","LU0634319403.HKD","LU1770034418.SGD","LU2328871848.SGD","IE00B543WZ88.USD"],"gpt_icon":0},{"id":"2581038713","title":"市说新语 | 国家医保谈判引入新机制 为创新药打开更大市场空间","url":"https://stock-news.laohu8.com/highlight/detail?id=2581038713","media":"中国经济时报","labels":["policyRegulatory"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2581038713?lang=zh_cn&edition=fundamental","pubTime":"2025-11-06 09:05","pubTimestamp":1762391159,"startTime":"0","endTime":"0","summary":"国家医保谈判引入“商保创新药目录”新机制，在完善我国多层次医疗保障体系的同时，为创新药打开更大市场空间。据国家医保局此前公布的名单，今年共有121个药品通过了商保目录的形式审查。据了解，今年的国家医保谈判，先进行基本医保目录内药品价格的谈判，再进行商保目录创新药价格的协商。业内认为，引入“商保创新药目录”新机制有利于整合医保和商保的资金，形成保障患者用药的合力，为创新药发展带来新的机遇。","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=nesSN20251106091044a48bde21&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=nesSN20251106091044a48bde21&s=b","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":"tencent","symbols":["BK1583","BK1588","06160","LU1251922891.USD","LU1969619763.USD","LU0307460666.USD","LU2328871848.SGD","BK1500","LU1303224171.USD","LU1770034418.SGD","BK1574","LU0588546209.SGD","06978","LU1719994722.HKD","BK1161"],"gpt_icon":1},{"id":"2581081286","title":"华创消费观察 | 11月观点速递：大消费三季报掘金，把握拐点","url":"https://stock-news.laohu8.com/highlight/detail?id=2581081286","media":"华创证券研究","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2581081286?lang=zh_cn&edition=fundamental","pubTime":"2025-11-06 08:01","pubTimestamp":1762387310,"startTime":"0","endTime":"0","summary":"优先选择华润啤酒，对应明年估值不足15倍；预计三季度延续中报趋势，如果公司今年计提完白酒的减值，并购白酒的资金压力放缓之后，分红会提高。古井贡酒列为11月月度金股。上划查看更多精彩内容相关报告：《华创医药投资观点&研究专题周周谈 · 第148期：医药行业2025年三季报业绩综述》白电零售承压，但龙头仍有较强韧性。上周三大白均发布了三季报，美的、海尔三季度表现较好。一是资金面上，基金重仓家电比例Q3环比Q2大幅下降。","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=nesSN20251106080422a48bbc65&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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