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再鼎医药

20.640

+0.2601.28%

成交量：554.40万

成交额：1.15亿

市值：234.88亿

市盈率：-128.79

高：21.000

开：20.480

低：20.260

收：20.380

52周最高：27.280

52周最低：12.310

股本：11.38亿

香港流通股本：11.38亿

量比：1.08

换手率：0.49%

股息：- -

股息率：- -

每股收益(LYR):-0.160

净资产收益率：-26.91%

总资产收益率：-14.75%

市净率：4.93

市盈率(LYR):-128.79

市销率: 6.66

数据加载中...

总览公司新闻资讯公告

再鼎医药将首次公布Zocilurtatug Pelitecan（Zoci）用于广泛期小细胞肺癌一线治疗临床试验的全球数据

创新药概念股逆市走强康方生物（09926）涨16.85%、康诺亚-B（02162）涨10.32%

再鼎医药：The Goldman Sachs Group, Inc.同日披露权益变动

生物医药板块全线走低诺诚健华（09969）跌10.48% 机构指行业需求尚未明显回暖

【券商聚焦】国金证券：跨赛道巨头竞速AI4S制药，板块成长趋势进一步确立

【券商聚焦】国金证券：中国双抗/ADC/小核酸具全球竞争力，有望催化创新药新一轮出海与估值重估

再鼎医药：摩根大通减持，好仓比例降至10.7%

再鼎医药：The Goldman Sachs Group, Inc.减持，好仓比例降至4.97%

创新药概念走高，云顶新耀、药明巨诺-B涨逾5%，金斯瑞生物科技涨逾4%

老虎资讯综合

纳斯达克中国金龙指数涨超0.5%，金山云涨4.58%，再鼎医药涨5.00%，哔哩哔哩涨3.33%，阿里巴巴涨3.01%，

港股异动 | 生物医药股悉数走高十部门印发医药十五五规划机构看好医药迎“Claude”时刻

生物医药概念走强再鼎医药（09688）涨超4% 十部门出台医药工业十五五规划

创新药概念局部走强恒瑞医药（01276）涨2.74% 机构料企业扭亏节点到来

再鼎医药(09688)依据2024年股权激励计划授出15,600份受限制美国存托股份单位

再鼎医药(09688)授出部分受限制股份单位

【券商聚焦】中信证券：上半年CXO及生命科学上游板块整体表现稳健，CRO有望量价齐升

纳斯达克中国金龙指数跌超0.5%，再鼎医药跌5.03%，金山云跌4.26%，禾赛科技跌3.17%，晶科能源跌3.04%，

再鼎医药(09688)出现大手买入26.84万股，成交价$18.7，涉资501.908万

阿斯达克财经

异动解读｜再鼎医药盘中下跌5.1%，中报亏损扩大叠加生物科技板块集体走弱

【券商聚焦】中信证券：中国创新药进入全球价值兑现阶段

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康方生物（09926）涨16.85%、康诺亚-B（02162）涨10.32%","url":"https://stock-news.laohu8.com/highlight/detail?id=2671293354","media":"金吾财讯","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2671293354?lang=zh_cn&edition=fundamental","pubTime":"2026-09-29 13:20","pubTimestamp":1790659249,"startTime":"0","endTime":"0","summary":"金吾财讯 | 创新药概念股逆市走强，康方生物 涨16.85%，康诺亚-B涨10.32%，乐普生物涨7.88%，荣昌生物涨5.41%，科伦博泰生物涨5.32%，博安生物涨4.74%，恒瑞医药涨4.02%，再鼎医药涨4.02%。根据Insight数据，除已经在美国获批上市的药物外，已达成出海合作的国产创新药中有27款处于临床后期。其中，依沃西单抗、匹米替尼已在美国申请上市，芦康沙妥珠单抗、伦康依隆妥单抗、SSGJ-707等重点品种处于临床III期。","market":"other","thumbnail":"https://static.szfiu.com/news/20241108/OWU0MGRiNDM1NDA5NTM4MzU5OQ==.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20241108/OWU0MGRiNDM1NDA5NTM4MzU5OQ==.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"1992749","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"2","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["LU0348766576.USD","LU0348767384.USD","BK1161","BK1588","LU2778985437.USD","LU2328871848.SGD","01276","06955","IE00B543WZ88.USD","LU0348735423.USD","LU2476274308.USD","BK1574","LU1961090484.USD","LU0359201885.HKD","09995","02162","IE00BPRC5H50.USD","BK1583","LU0359202008.SGD","LU0196878994.USD","06978","02157","IBBQ","LU1720050803.USD","LU0417516571.SGD","LNGR","159992","LU0634319403.HKD","06990","LU2476274720.SGD","LU0348827113.USD","09688","LU0561508036.HKD","BK1587","BK1191","09926","LU1023057109.AUD","LU0348825331.USD","LU0359201612.USD","LU1794554557.SGD","LU0348783233.USD","LU1969619763.USD","LU2488822045.USD","LU2543165471.USD","LU0417516738.SGD","LU0348784397.USD","KURE","IE00B5MMRT66.SGD","LU0417516902.SGD","MEDX"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1103832332","title":"再鼎医药：The Goldman Sachs Group, Inc.同日披露权益变动","url":"https://stock-news.laohu8.com/highlight/detail?id=1103832332","media":"港股披露","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1103832332?lang=zh_cn&edition=fundamental","pubTime":"2026-09-25 17:42","pubTimestamp":1790329352,"startTime":"0","endTime":"0","summary":"The Goldman Sachs Group, Inc.于2026年9月22日好仓持股增加，由5550.23万股增至6247.61万股。同日，淡仓持股由4288.86万股增至4888.86万股，原因是根据证券借贷协议借入股份。The Goldman Sachs Group, Inc.此次增持前持有再鼎医药好仓5550.23万股，占比4.88%；增持后持股量为6247.61万股，好仓比例升至5.49%。","market":"hk","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","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":null,"symbols":["09688"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2669451177","title":"生物医药板块全线走低 诺诚健华（09969）跌10.48% 机构指行业需求尚未明显回暖","url":"https://stock-news.laohu8.com/highlight/detail?id=2669451177","media":"金吾财讯","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2669451177?lang=zh_cn&edition=fundamental","pubTime":"2026-09-24 13:36","pubTimestamp":1790228201,"startTime":"0","endTime":"0","summary":"金吾财讯 |  港股生物医药板块午后全线走低，截至发稿，诺诚健华 跌10.48%，荣昌生物跌7.99%，复宏汉霖跌7.68%，康诺亚-B跌5.86%，再鼎医药跌5.32%，君实生物跌4.53%，金斯瑞生物科技跌4.21%，康方生物跌3.54%，科伦博泰生物跌3.11%，泰格医药跌2.35%，药明生物跌1.80%，百济神州跌1.56%，药明合联跌1.12%。消息面上，国盛证券发布研报称，医药行业需求尚未明显回暖，降本增效、费用精细化管理已成为利润端的重要支撑。下半年关注流感旺季带来的阶段性需求催化。","market":"nz","thumbnail":"https://static.szfiu.com/news/20210810/ZTUyNTQ0NjcxODUwNQ==.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20210810/ZTUyNTQ0NjcxODUwNQ==.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"1992441","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-2","news_top_title":null,"news_tag":"dataReport","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["09688","BK1141","161726","LU0456846285.SGD","09969","LU1303224171.USD","LU1961090484.USD","LU0516422366.SGD","LU3063872942.SGD","LU1242518931.SGD","LU0516423174.USD","LU2399975544.HKD","LU1242518857.USD","06160","LU1719994722.HKD","LU0540923850.HKD","LU0348825331.USD","BK4581","09995","LU0348783233.USD","SG9999014674.SGD","01877","01548","BK1576","LU0856984785.SGD","LU1880383366.USD","LU2328871848.SGD","LU0828237510.HKD","LU0140636845.USD","HK0000306701.USD","06990","399441","02269","LU2039709279.SGD","SG9999002463.SGD","BK1515","BK1583","LU0561508036.HKD","02162","02696","KURE","LU1770034418.SGD","SG9999002562.SGD","03347","09926","LU0348766576.USD","688428","02268","XBI"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2669929430","title":"【券商聚焦】国金证券：跨赛道巨头竞速AI4S制药，板块成长趋势进一步确立","url":"https://stock-news.laohu8.com/highlight/detail?id=2669929430","media":"金吾财讯","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2669929430?lang=zh_cn&edition=fundamental","pubTime":"2026-09-24 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国金证券研究指，Anthropic在旧金山湾区建立湿实验室，礼来TuneLab一日新增3家供应商，湿实验验证环节的提速竞赛加剧。中国将生物医药提升至新兴支柱产业，FDA试行IND滚动提交。该机构认为，目前态势明确：跨赛道巨头竞速AI4S制药，政府与监管共同提速创新，订单增量率先落在CXO上游，板块成长趋势进一步确立。风险提示：汇兑风险，国内外政策风险，投融资周期波动风险，并购整合不及预期的风险。","market":"fut","thumbnail":"https://static.szfiu.com/news/20210810/NGI5ZWE4NDg5Y2ExYTk3MGU2NzMxODA4MzkxNTM=.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20210810/NGI5ZWE4NDg5Y2ExYTk3MGU2NzMxODA4MzkxNTM=.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"1992370","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":["HK0000165453.HKD","BK1574","01477","KURE","LU0417516902.SGD","LU1969619763.USD","03933","01099","02268","BK1583","LU0417516571.SGD","BK1593","LU0228659784.USD","KCE","02196","LU1794554557.SGD","BK1161","LU0307460666.USD","600109","BK1141","BK0028","LU0828237510.HKD","BK0276","09688","BK1617","LU0348784397.USD","BK1588","LU0348767384.USD","SG9999014674.SGD","09926","BK0201","IE00B543WZ88.USD","LU0326950275.SGD","LU0348825331.USD","LU2476274720.SGD","02367","LU0348783233.USD","IE00BPRC5H50.USD","LU0463099449.HKD","LU0640798160.USD","BK1515","06160","LU1188198961.HKD","IE00B3M56506.USD","06821","01789","BK1197","02228","LU1770034418.SGD","01530"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2669430903","title":"【券商聚焦】国金证券：中国双抗/ADC/小核酸具全球竞争力，有望催化创新药新一轮出海与估值重估","url":"https://stock-news.laohu8.com/highlight/detail?id=2669430903","media":"金吾财讯","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2669430903?lang=zh_cn&edition=fundamental","pubTime":"2026-09-24 09:05","pubTimestamp":1790211910,"startTime":"0","endTime":"0","summary":"金吾财讯 | 国金证券研究指，2026 WCLC首尔召开，中国创新药密集登场：康方依沃西一线NSCLC头对头优效帕博利珠，PD-1/VEGF双抗领跑IO2.0；翰森/宜联B7-H3ADC进全体会场，ADC向前线+围手术期迁移；KRAS G12D、HER2、EGFR耐药等精准治疗破局。中国双抗/ADC/小核酸具全球竞争力，数据国际领先，有望催化创新药新一轮出海与估值重估。风险提示：新药研发失败风险；研发进度低于预期风险；药品降价风险。","market":"other","thumbnail":"https://static.szfiu.com/news/20250110/YzMzOTE1NTA2MzA=.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20250110/YzMzOTE1NTA2MzA=.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"1992369","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":["02142","LU1226288253.USD","LU1770034418.SGD","01177","LU0320764599.SGD","KCE","IE00B5MMRT66.SGD","02269","LU2097828805.USD","LU0348784397.USD","LU3063872942.SGD","LU0039217434.USD","MEDX","06160","KURE","LU1251922891.USD","LNGR","06185","600109","HK0000165453.HKD","159992","LU0029874061.USD","LU0128526141.USD","LU0348735423.USD","LU1719994722.HKD","LU1152091168.USD","LU2039709279.SGD","IBBQ","01801","LU0828237510.HKD","LU1993786604.SGD","LU0359202008.SGD","LU0315179316.USD","LU0314109678.HKD","LU1226287792.SGD","02616","LU2476274720.SGD","06978","01093","LU0417516902.SGD","BK1515","LU0348766576.USD","SG9999002562.SGD","LU0708995583.HKD","09688","LU0516423091.SGD","09926","01877","LU1152091754.HKD","09995"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1129657625","title":"再鼎医药：摩根大通减持，好仓比例降至10.7%","url":"https://stock-news.laohu8.com/highlight/detail?id=1129657625","media":"港股披露","labels":["shareholding"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1129657625?lang=zh_cn&edition=fundamental","pubTime":"2026-09-23 17:43","pubTimestamp":1790156603,"startTime":"0","endTime":"0","summary":"摩根大通于2026年9月18日以每股均价20.5723港元场外卖出602.21万股再鼎医药（09688）股份，涉资约1.24亿港元。该笔为场外交易（代价性质：现金），未经联交所公开市场撮合，不属二级市场直接买卖。摩根大通此次减持前持有再鼎医药好仓1.28亿股，占比11.23%；减持后持股量为1.22亿股，好仓比例降至10.7%。原文链接：Hong Kong Exchanges and Clearing Limited","market":"hk","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","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":null,"symbols":["09688"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1152865683","title":"再鼎医药：The Goldman Sachs Group, 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ADC等成为焦点；与此同时，2026年国家医保目录谈判收官，商保创新药目录同步推进，支付端改革预期升温，\"出海商业化+支付改善\"的产业逻辑持续强化。","market":"hk","thumbnail":"https://static.tigerbbs.com/6ad7ed6b96b448ffcc5b5501b0dc346c","type":0,"news_type":0,"thumbnails":["https://static.tigerbbs.com/6ad7ed6b96b448ffcc5b5501b0dc346c"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":true,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["06622","01672","02137","02269","03347","03759","09688","09995","01801","06606","06996","02359","02268","09606","09966","06618","06978","00241"],"isVideo":false,"video":null,"gpt_icon":1},{"id":"2668353929","title":"纳斯达克中国金龙指数涨超0.5%，金山云涨4.58%，再鼎医药涨5.00%，哔哩哔哩涨3.33%，阿里巴巴涨3.01%，","url":"https://stock-news.laohu8.com/highlight/detail?id=2668353929","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2668353929?lang=zh_cn&edition=fundamental","pubTime":"2026-09-18 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| 生物医药股悉数走高 十部门印发医药十五五规划 机构看好医药迎“Claude”时刻","url":"https://stock-news.laohu8.com/highlight/detail?id=2668919445","media":"智通财经","labels":["policyRegulatory"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2668919445?lang=zh_cn&edition=fundamental","pubTime":"2026-09-18 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再鼎医药（09688）涨超4% 十部门出台医药工业十五五规划","url":"https://stock-news.laohu8.com/highlight/detail?id=2668813919","media":"金吾财讯","labels":["policyRegulatory"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2668813919?lang=zh_cn&edition=fundamental","pubTime":"2026-09-18 09:45","pubTimestamp":1789695942,"startTime":"0","endTime":"0","summary":"金吾财讯 | 港股生物医药概念走强，截至发稿，金斯瑞生物科技 涨4.78%，再鼎医药涨4.57%，君实生物涨3.32%，泰格医药涨1.93%，药明生物涨1.70%。消息面上，工业和信息化部、国家发展改革委等十部门联合发布《医药工业发展“十五五”规划》。《规划》提出到2030年的发展目标：生物医药研发应用稳居世界前列，创新驱动效能充分释放，重点领域关键核心技术实现系统性突破，生物医药产业加速成为国家新兴支柱产业。","market":"fut","thumbnail":"https://static.szfiu.com/news/20241108/YjNiOTNjODIxNjM4MTUzMTI5MQ==.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20241108/YjNiOTNjODIxNjM4MTUzMTI5MQ==.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"1991931","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":null,"symbols":["HK0000306685.HKD","BK4531","01877","LU0417516902.SGD","KURE","03347","BK1521","LU1688375341.USD","LU0417516738.SGD","LU0348827113.USD","LU0456846285.SGD","LU0128522744.USD","SG9999002463.SGD","LU0561508036.HKD","LU0572944931.SGD","BK1583","LU0043850808.USD","LU0128526141.USD","LU0588546209.SGD","01548","399441","LU0181495838.USD","BK1161","BK1610","LU0516423174.USD","XBI","BK1141","LU3063872942.SGD","HK0000320264.USD","BK4139","09688","LU0320764599.SGD","LU0348825331.USD","LU0326950275.SGD","161726","LU0320764243.SGD","LU0516423091.SGD","LU0140636845.USD","ZLAB","BK4588","LU0516422366.SGD","LU2488822045.USD","LU0979878070.USD","LU0634319403.HKD","LU0856984785.SGD","02269","LU1242518931.SGD","LU0348735423.USD","LU0029874061.USD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2667617679","title":"创新药概念局部走强 恒瑞医药（01276）涨2.74% 机构料企业扭亏节点到来","url":"https://stock-news.laohu8.com/highlight/detail?id=2667617679","media":"金吾财讯","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2667617679?lang=zh_cn&edition=fundamental","pubTime":"2026-09-16 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中信证券研究指，2026年上半年，CXO板块及生命科学上游板块整体业绩表现稳健，行业进入复苏阶段。上半年海外投融资景气度持续，美联储加息预期走弱，早研板块整体的景气度持续走强，AIDD的快速发展也将进一步催化未来相关实验和验证需求的爆发，该机构认为CRO板块有望量价齐升。CDMO板块上半年龙头业绩表现稳健，整体订单增速持续加快，行业景气度回升。","market":"hk","thumbnail":"https://static.szfiu.com/news/20250109/YmQzNzBkZGZmOTg1MzM5MTQzMTA0Ng==.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20250109/YmQzNzBkZGZmOTg1MzM5MTQzMTA0Ng==.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"1991341","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":["02196","LU0405327494.USD","BK1521","LU0417516902.SGD","02367","LU2495084118.USD","BK0188","LU2778985437.USD","SG9999004311.SGD","IE00B3M56506.USD","01099","BK1593","09688","LU0634319403.HKD","LU0348783233.USD","LU1997245177.USD","06030","LU0244354667.USD","02228","LU0463099449.HKD","01789","LU1146622755.USD","01530","BK0196","06821","LU1188198961.HKD","CXO","LU0348827113.USD","SG9999014674.SGD","06160","BK1574","LU1997245094.SGD","02268","KURE","LU1997244956.HKD","LU2328871848.SGD","03933","KCE","WX","LU0540923850.HKD","09926","BK1500","BK0028","LU0561508036.HKD","600030","LU2476274308.USD","LU1794554557.SGD","LU1969619763.USD","BK1100","LU1720050803.USD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2666998175","title":"纳斯达克中国金龙指数跌超0.5%，再鼎医药跌5.03%，金山云跌4.26%，禾赛科技跌3.17%，晶科能源跌3.04%，","url":"https://stock-news.laohu8.com/highlight/detail?id=2666998175","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2666998175?lang=zh_cn&edition=fundamental","pubTime":"2026-09-10 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14:00","pubTimestamp":1789020003,"startTime":"0","endTime":"0","summary":"9月10日，再鼎医药盘中下跌5.1%，报18.98港元，成交额9144.57万港元。消息面上，公司此前披露上半年业绩，总收入2.06亿美元，同比下降5%；净亏损1.02亿美元，同比扩大14%。研发开支增加14%至1.27亿美元，进一步拖累利润表现。此外，当日生物科技板块整体承压，云顶新耀跌8.2%、三生制药跌3.65%、信达生物跌3.26%，板块联动加剧个股调整。","market":"hk","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":"再鼎医药走低，中报亏损扩大拖累股价","news_tag":"dataReport","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["09688"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2666128556","title":"【券商聚焦】中信证券：中国创新药进入全球价值兑现阶段","url":"https://stock-news.laohu8.com/highlight/detail?id=2666128556","media":"金吾财讯","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2666128556?lang=zh_cn&edition=fundamental","pubTime":"2026-09-10 08:59","pubTimestamp":1789001960,"startTime":"0","endTime":"0","summary":"金吾财讯 | 中信证券研究指，2026年以来，中国创新药国内市场快速放量，从中报来看头部创新药企业在新产品驱动下，创新药收入快速增长，biopharma陆续进入盈利拐点；出海创新药开始进入三期/注册研究兑现阶段；近期多个国际学术大会将至，众多创新药管线进入密集的数据催化期。该机构认为中国创新药进入全球价值兑现阶段，建议关注：①头部国际化创新药企业有望迎来产品全球价值兑现期；②头部创新药企业产品放量进入新的成长阶段；③具有全球潜力的管线资产国际化有望加速兑现。综上，我们维持创新药行业“强于大市”评级。","market":"nz","thumbnail":"https://static.szfiu.com/news/20250109/ODJmOWY1ZDhkZDY4MmEzZDMyMTcwNTE1ODgyMzc=.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20250109/ODJmOWY1ZDhkZDY4MmEzZDMyMTcwNTE1ODgyMzc=.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"1991210","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","06160","01093","LU0417516738.SGD","LU0181495838.USD","09926","KCE","06185","LU1226287792.SGD","LU1813983027.USD","LU0979878070.USD","LU2148510915.USD","LU1961090484.USD","06030","LU1969619763.USD","LU2580892862.HKD","LU0405327494.USD","LU1064130708.USD","LU0819121731.USD","LU1794554557.SGD","BK1161","LU1880383366.USD","09995","LU0463099449.HKD","LU1820825898.SGD","LU0348783233.USD","LU0348825331.USD","LU1655091616.SGD","02616","01877","IE0008369823.USD","09688","LU1255011170.USD","LU0516422952.EUR","LU1997245177.USD","BK1141","01801","KURE","IE00B543WZ88.USD","SG9999004220.SGD","LU0561508036.HKD","LU2039709279.SGD","LU1580142542.USD","BK0028","02269","02142","01177","LU0572944931.SGD","LU1226287875.USD","600030"],"isVideo":false,"video":null,"gpt_icon":0}],"pageSize":20,"totalPage":10,"pageCount":1,"totalSize":193,"code":"91000000","status":"200"}]}}