港股详情

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医药外包概念

2,798.200

-91.162-3.16%

涨家数：1

跌家数：7

平家数：- -

市盈率：- -

高：2,899.189

开：2,888.717

低：2,785.966

收：2,889.362

成交量：1.03亿

成交额：34.49亿

市值：6,388.25亿

流通市值：2,705.92亿

数据加载中...

药明生物交流纪要：上调增长预期，公司现金流充沛，没有融资需求

Buffett读书会

在创新药的大牛市里，资金还是最爱龙头

价值事务所

A股8月回购月报：央企巨头“组团”入场！药明康德上调回购价格上限后“速战速决”！

每日经济新闻

药明生物发布Green CRDMO白皮书，推动行业绿色转型

港股异动 | 方达控股(01521)涨近10% 公司盈利能力迎来关键拐点 25Q2财务表现回升

医药周周观 | 马君：创新药重磅BD连发，9月板块催化值得期待

银华理财家

港股异动 | 昭衍新药(06127.HK)跌超7% 董监高拟合计减持不超84.83万股公司A股股份

美银：中国持续推进自主AI生态系统助提升市场估值

药明康德盘中异动早盘股价大跌3.07%

药明生物(02269.HK)因期权获行使发行605.75万股

昭衍新药公告董事、监事及高管减持计划；智翔金泰新药获得临床试验批准｜医药早参

每日经济新闻

知名药企被罚800万元，澳洋健康或易主，长春高新1类新药申报临床，罗欣药业高管辞职，昭衍新药宣布减持

AMAC科研技术指数上涨2.12%，前十大权重包含伟测科技等

药明生物CEO陈智胜亲历中国创新药大爆发：以前跨国药企不太信任中国数据，但现在不同了

每日经济新闻

泰格医药：9月29日将召开2025年第一次临时股东会

证券日报网

小摩增持康龙化成(03759.HK)约133.82万股每股作价约22.91港元

首席运营官邵炜慧减持金斯瑞生物科技(01548)约11.55万股每股作价约17.35港元

2025中国生物医药行业全景调研与未来发展趋势分析

最高4180万元！一图了解A股总经理薪酬TOP10

东方财富研究中心

昭衍新药(06127)：董监高拟合计减持不超过84.83万股公司A股股份

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21:22","pubTimestamp":1757424179,"startTime":"0","endTime":"0","summary":"非药明合联的业务下半年比上半年还是有增长。如果按照药明生物的市场份额，将来全球每两个药中有一个药，药明生物就有销售提成。关于市场竞争Q：龙沙和三星在第二季度上调指引增加产能，公司有没有感觉到竞争加剧？A：公司现在有大概125亿人民币的现金。此外，公司还计划出售德国工厂以回收约10亿人民币的资金，从而进一步增强自由现金流。因此，从长远来看，公司现金流充足，没有融资需求。","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=nesSN20250909212601a719b60c&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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20:58","pubTimestamp":1757422705,"startTime":"0","endTime":"0","summary":"届时，国内的创新药企，便不再只是国内的创新药企，而是世界的创新药企，他们的市值，也自然该向全球头部药企看齐。所以，如果我们想在资本市场掘金，那么这一波中国创新药全球崛起的浪潮，就一定不容错过，毕竟，在创新药这个充满变数的赛道上，今天的龙头未必是明天的赢家，一时的风口也可能转瞬即逝。毕竟，在创新药这个九死一生的领域里，活下去、持续在场，往往比孤注一掷赌对某一个标的更重要。","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=nesSN20250909210106a719a86c&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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19:44","pubTimestamp":1757418274,"startTime":"0","endTime":"0","summary":"药明康德上调回购价格上限后“速战速决”，另有多家公司已调整回购方案据同花顺数据统计，正在实施回购的公司中，约有420家公司发布了截至8月底的回购进展公告。其调整内容，主要包括以下几方面：一是调整回购价格上限。随后回购事项一直搁置，距离本次拟回购金额下限3000万元，仅完成了28.39%。","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=nesSN2025090919450897831b1f&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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CRDMO白皮书，推动行业绿色转型","url":"https://stock-news.laohu8.com/highlight/detail?id=2566388691","media":"DoNews","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2566388691?lang=zh_cn&edition=fundamental","pubTime":"2025-09-09 19:07","pubTimestamp":1757416023,"startTime":"0","endTime":"0","summary":"药明生物在首届CRDMO+ Open Day活动中发布《Green CRDMO白皮书》，系统分享其端到端生物药绿色解决方案。该白皮书详细阐述了公司在可持续发展与气候变化方面的战略，聚焦研究、开发及生产环节的绿色创新技术，并汇总242项优秀节能案例，展现显著的节能减碳成果。这一举措将进一步推动全球生物药行业供应链向环保、高效方向发展。","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=nesSN20250909190916a7196941&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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| 方达控股(01521)涨近10% 公司盈利能力迎来关键拐点 25Q2财务表现回升","url":"https://stock-news.laohu8.com/highlight/detail?id=2566664819","media":"智通财经","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2566664819?lang=zh_cn&edition=fundamental","pubTime":"2025-09-09 15:20","pubTimestamp":1757402427,"startTime":"0","endTime":"0","summary":"智通财经APP获悉，方达控股(01521)涨近10%，截至发稿，涨9.02%，报1.45港元，成交额192.5万港元。消息面上，方达控股发布截至2025年6月30日止6个月业绩，该集团期内取得收益1.27亿美元，同比减少1.5%;公司拥有人应占溢利292.7万美元，同比扭亏为盈;每股基本盈利0.0014美元。其中，集团于2025年第一季度录得亏损；得益于市场需求增加及生物制药公司为降低成本增加外包业务，集团第二季度财务表现有所回升，录得收益约6950万美元，同比增加7.8%，录得纯利约380万美元。","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/1343059.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":["01521","BK1583","BK1576","BK1141"],"gpt_icon":0},{"id":"2566952906","title":"医药周周观 | 马君：创新药重磅BD连发，9月板块催化值得期待","url":"https://stock-news.laohu8.com/highlight/detail?id=2566952906","media":"银华理财家","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2566952906?lang=zh_cn&edition=fundamental","pubTime":"2025-09-09 15:01","pubTimestamp":1757401295,"startTime":"0","endTime":"0","summary":"上周全指医药卫生指数大幅跑赢大盘，从行业子板块来看，创新药及产业链涨幅居前。半年报公布完毕，整体来看医药板块中报业绩情况平稳符合预期。处于向好阶段的创新药及产业链领域趋势可持续。除学术会议上临床数据外，上周也有两起BD事件，某非上市公司宣布与海外MNC达成一项新战略合作协议，双方共同开发多项心血管产品。进入9月，创新药板块有较多催化剂值得期待。仿创药企的仿制药业务稳定增长，创新药价值也将逐渐兑现。","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=nesSN20250909150334a4bd809c&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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