港股詳情

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石藥集團

9.000

-0.260-2.81%

成交量：4,544.53萬

成交額：4.10億

市值：1,036.98億

市盈率：23.11

高：9.200

開：9.200

低：8.950

收：9.260

52周最高：11.454

52周最低：4.939

股本：115.22億

香港流通股本：115.22億

量比：0.50

換手率：0.39%

股息：0.24

股息率：2.66%

每股收益(LYR):0.389

淨資產收益率：11.33%

總資產收益率：5.44%

市淨率：2.73

市盈率(LYR):23.11

市銷率: 3.48

資料載入中...

總覽公司新聞資訊公告

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阿斯达克财经

石藥集團(01093)出現大手賣出63.8萬股，成交價$10.15，涉資647.57萬

阿斯达克财经

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Ofweek维科网

斥資185億美元牽手石藥集團後，阿斯利康每股收益預增雙位數

华尔街见闻

【聚焦】38款新藥進院可期，獨家品種成爆款

《全日速報》恒指全日收報27,183點升155點; 恒生科技指數全日收報5,451點升33點石藥升逾5% 中通快遞－Ｗ、萬洲、中銀香港、九龍倉置業、恒隆地產創新高成交暢旺

阿斯达克财经

石藥集團(01093)出現大手買入64萬股，成交價$10.35，涉資662.4萬

阿斯达克财经

醫藥行業BD交易井噴，2025全年首付款大漲226%，交易模式從「單次授權」邁向「共同開發」

港股指數早盤衝高回落恒指半日升0.54 受壓居前新東方(09901)跌4.71%

創新藥概念股普遍走高石藥集團升逾7%藥明生物升逾5%

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腾讯自选股综合

6天6陽，港股通醫療、港股通創新藥正加速回暖！

每日经济新闻

石藥集團再漲近5%公司與阿斯利康合作再升級有望加速長效多肽藥物全球佈局

港股異動 | 石藥集團(01093)升逾3% 機構看好公司未來在EGFR ADC及研發平台將有更多對外授權合作機會

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生物類似藥，捲土重來

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17:35","pubTimestamp":1770802519,"startTime":"0","endTime":"0","summary":"近日，A股、港股创新药板块集体发力、强势拉升！国金证券医药行业首席分析师甘坛焕认为，创新药企业扭亏节点到来，全年临床数据催化密集，叠加已BD出海管线海外临床进展顺利，板块投资机会依然明确。出海BD的繁荣，正从短期提振业绩向长期国际化开发纵深推进。他认为创新药前期回调较为充分，向上产业趋势明确，催化近期密集，板块投资机会仍具确定性。","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=nesSN20260211175738a6ee790f&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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02月11日沽空量成交948.4萬股，沽空比例為9.47%","url":"https://stock-news.laohu8.com/highlight/detail?id=2610975659","media":"市场透视","labels":["shareholding"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2610975659?lang=zh_tw&edition=fundamental","pubTime":"2026-02-11 16:30","pubTimestamp":1770798619,"startTime":"0","endTime":"0","summary":"石药集团北京时间02月11日，涨1.55%，卖空量成交948.4万股，较上一交易日减少63.45%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=nesSN20260211163210a6ee1bc6&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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17:12","pubTimestamp":1770714747,"startTime":"0","endTime":"0","summary":"2月7日，CDE官网显示，武汉人福药业按化药注册分类4类申报的 米拉贝隆缓释片 上市申请获受理。截至目前，除原研外，国内已有正大天晴、四川国为、石药中诺、齐鲁制药等16家药企获批并视同通过一致性评价，米拉贝隆缓释片 的竞争格局趋于白热化。人福药业米拉贝隆缓释片仿制申请获受理，国产替代逻辑再验证","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=nesSN20260210171337a492e6a5&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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16:29","pubTimestamp":1770712189,"startTime":"0","endTime":"0","summary":"阿斯利康预计2026年每股收益将实现两位数增长，肿瘤药物销售强劲有望抵消糖尿病药物专利到期影响。公司近期以高达185亿美元引入石药集团长效肽技术，加速布局GLP-1减肥药市场。尽管面临美国药价政策调整，公司通过协议获得关税豁免。","market":"other","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://wallstreetcn.com/articles/3765396","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"2","news_top_title":null,"news_tag":"shareholding","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["LU1152091754.HKD","BK4585","HK0000165453.HKD","BK1515","BK4007","LU0067412154.USD","IE00B031HY20.USD","LU2236285917.USD","LU0880133367.SGD","BK4588","LU1829250122.USD","LU2417539215.USD","LU1951186391.HKD","LU1813983027.USD","LU0315179316.USD","LU0314109678.HKD","LU2462157665.USD","IE00B5MMRT66.SGD","LU1226288253.USD","IE00BZ08YT58.USD","IE00BZ08YS42.EUR","BK1191","AZN","LU0072913022.USD","LU1328277881.USD","LU1152091168.USD","IE0008369823.USD","LU1993786604.SGD","LU0109394709.USD","LU0326950275.SGD","SG9999004220.SGD","LU1226287529.USD","LU1807302812.USD","IE00B543WZ88.USD","LU2456880835.USD","LU1960683339.HKD","LU1226288170.HKD","01093","BK1521","LU0140636845.USD","LU0501845795.SGD","LU1226287875.USD","LU0889565916.HKD","LU0320765992.SGD","LU1226287792.SGD","IE0008368742.USD","BK4568","IE00BZ08YR35.GBP","LU1008478684.HKD","LU2039709279.SGD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2610462710","title":"【聚焦】38款新藥進院可期，獨家品種成爆款","url":"https://stock-news.laohu8.com/highlight/detail?id=2610462710","media":"米内网","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2610462710?lang=zh_tw&edition=fundamental","pubTime":"2026-02-10 16:25","pubTimestamp":1770711951,"startTime":"0","endTime":"0","summary":"精彩内容近日，广安公共资源交易网发布公告，岳池县人民医院将引进38款新药以满足临床用药需求，“中化生”领域均有涉及。拟进院新药名单来源：广安公共资源交易网，米内网整理注：带*为独家品种参乌益肾片为康缘药业的独家中成药，具有补肾健脾、活血利湿的功效，用于改善慢性肾小球肾炎所致的慢性肾衰竭，目前已纳入国家医保乙类药目录。","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=nesSN2026021017051597a59cd7&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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升155點; 恒生科技指數全日收報5,451點 升33點 石藥升逾5% 中通快遞－Ｗ、萬洲、中銀香港、九龍倉置業、恒隆地產創新高 成交暢旺","url":"https://stock-news.laohu8.com/highlight/detail?id=2610612866","media":"阿斯达克财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2610612866?lang=zh_tw&edition=fundamental","pubTime":"2026-02-10 16:12","pubTimestamp":1770711120,"startTime":"0","endTime":"0","summary":"恒指全日收27,183点，升155点或0.6%。恒生科技指数报5,451点，升33点或0.6%。国指升74点或0.8%，报9,242点。大市成交额2,340.40亿元。沽空资料截至 2026-02-10 12:25。","market":"other","thumbnail":"https://plib.aastocks.com/aafnnews/image/medialib/20180705180418177_s.jpg","type":0,"news_type":0,"thumbnails":["https://plib.aastocks.com/aafnnews/image/medialib/20180705180418177_s.jpg"],"rights":{"source":"aastocks_highlight","url":"http://www.aastocks.com/tc/stocks/news/aafn-con/NOW.1502359/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.1502359/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":["LU0516422440.USD","LU0516423091.SGD","02057","HHImain","03143","LU1008478684.HKD","LU0738912210.USD","LU1152091168.USD","MCHmain","LU1226288170.HKD","HSI","IE00BZ08YS42.EUR","02833","BK1515","BK1541","MHImain","LU0315179316.USD","LU1807302812.USD","LU1316543674.SGD","LU1130305938.SGD","HSImain","LU0607220059.USD","82388","BK1507","BHKLY","IE00BHRH8D16.HKD","HSTECH","LU2226123490.SGD","01997","BK1231","LU0067412154.USD","LU0516423174.USD","LU0149534421.HKD","LU0326950275.SGD","01093","IE0008369823.USD","02388","LU1044876610.USD","LU0348735423.USD","LU1226287529.USD","BK1575","513600","00101","IE0008368742.USD","LU0314109678.HKD","BK1502","LU0955648018.USD","IE00B5MMRT66.SGD","IE00BZ08YR35.GBP","BK1560"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2610615293","title":"石藥集團(01093)出現大手買入64萬股，成交價$10.35，涉資662.4萬","url":"https://stock-news.laohu8.com/highlight/detail?id=2610615293","media":"阿斯达克财经","labels":["shareholding"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2610615293?lang=zh_tw&edition=fundamental","pubTime":"2026-02-10 14:22","pubTimestamp":1770704520,"startTime":"0","endTime":"0","summary":"[大手成交]石药集团(01093)在下午02:22出现大手买入，成交量为64万，成交价为港币$10.35，涉资662.4万。至目前为止，股价升5.726%，今日最高价为$10.59，而最低价为$9.74，总成交量为1.214亿股，总成交金额港币$12.502亿。","market":"hk","thumbnail":"https://plib.aastocks.com/aafnnews/image/medialib/20180205145552499_s.jpg","type":0,"news_type":0,"thumbnails":["https://plib.aastocks.com/aafnnews/image/medialib/20180205145552499_s.jpg"],"rights":{"source":"aastocks_highlight","url":"http://www.aastocks.com/tc/stocks/news/aamm-content/AAT2602107763/aamm-all-category","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/aamm-content/AAT2602107763/aamm-all-category","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":"aastocks_highlight","symbols":["LU0140636845.USD","LU0315179316.USD","LU1226288170.HKD","IE00BZ08YR35.GBP","LU0880133367.SGD","IE0008368742.USD","LU1951186391.HKD","LU0067412154.USD","LU1328277881.USD","LU0314109678.HKD","LU1993786604.SGD","LU1226287792.SGD","IE00B543WZ88.USD","LU1226287875.USD","LU1813983027.USD","LU1960683339.HKD","IE0008369823.USD","LU0072913022.USD","LU1226287529.USD","LU1226288253.USD","SG9999004220.SGD","HK0000165453.HKD","BK1521","LU2039709279.SGD","LU1807302812.USD","LU0326950275.SGD","IE00BZ08YT58.USD","LU0501845795.SGD","LU1152091754.HKD","BK1191","IE00B031HY20.USD","BK1515","LU1152091168.USD","IE00BZ08YS42.EUR","LU1008478684.HKD","IE00B5MMRT66.SGD","01093"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2610987611","title":"醫藥行業BD交易井噴，2025全年首付款大漲226%，交易模式從「單次授權」邁向「共同開發」","url":"https://stock-news.laohu8.com/highlight/detail?id=2610987611","media":"财经网","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2610987611?lang=zh_tw&edition=fundamental","pubTime":"2026-02-10 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| 港股指数早盘冲高回落，截至午间收盘，恒指升0.54%，恒科指升0.84%，国企指升0.78%。据灯塔专业版，截至2月9日20时，2026春节档新片预售总票房已突破7000万元。三大航集体受压，中国国航跌4.89%，中国东航跌4.14%，中国南航跌2.95%。此外，Kling的典型视频生成时间约 86.4 秒，快于 Sora 2 Pro的449.6秒。该机构表示，预计快手在2025年四季度总营收及调整后净利润将分别实现增长，KlingAI收入可能继续超预期增长。","market":"fut","thumbnail":"https://static.szfiu.com/news/20241108/YjE5MTg4YjVmOWZlYmUxNDMyNzYzODgyMzAy.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20241108/YjE5MTg4YjVmOWZlYmUxNDMyNzYzODgyMzAy.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"1974861","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":["BK1556","BK4503","LU0594300419.USD","HHImain","LGFRY","BK1588","BK4526","LU0307460666.USD","LU2517655374.HKD","02833","LU0871576103.HKD","WXXWY","LU0823426480.USD","BK1519","BK1596","BK4563","513600","01177","LU0327786744.USD","01801","BK4510","BK4614","BK4585","HSCEI","SBHMY","09992","01093","BK4535","EDU","LU0370786039.SGD","06862","LU0588546209.SGD","LU0594300179.USD","LU0605514214.HKD","LU0650527681.SGD","LU0164865239.USD","LU0823426308.USD","LU0572944931.SGD","SG9999001093.SGD","LU0502904849.HKD","03690","LU0048580855.USD","LU0359201612.USD","SG9999006597.SGD","BK4509","MPNGY","SG9999001051.SGD","09901","HSTECH","SG9999001069.SGD","00027","LU0359202008.SGD","MCHmain","LU2517655291.USD","HSI","02269","LU0039217434.USD","LU2517655028.SGD","PMRTY","BK1228","BK4505","BK4588","LU1023057109.AUD","BK4204","SG9999002950.SGD","LU1969619763.USD","BK4506","LU0455707207.USD","LU2328871848.SGD","IE0034224299.USD","00960","LU2242644610.SGD","BK4531","LU0531971595.HKD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2610943736","title":"創新藥概念股普遍走高 石藥集團升逾7%藥明生物升逾5%","url":"https://stock-news.laohu8.com/highlight/detail?id=2610943736","media":"新浪港股","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2610943736?lang=zh_tw&edition=fundamental","pubTime":"2026-02-10 11:34","pubTimestamp":1770694440,"startTime":"0","endTime":"0","summary":"热点栏目\n\n自选股\n数据中心\n行情中心\n资金流向\n模拟交易\n\n客户端\n\n\n　　创新药概念股午前普遍走高，截至发稿，石药集团（01093）上涨7.16%，报10.48港元；药明生物（02269）上涨5.54%，报40.36港元；康诺亚-B（02162）上涨5.45%，报60.95港元；信达生物（01801）上涨5.15%，报89.8港元；再鼎医药（09688）上涨4.9%，报14.76港元。\n\n\n海量资讯、精准解读，尽在新浪财经APP\n\n责任编辑：卢昱君","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":"https://finance.sina.com.cn/stock/hkstock/marketalerts/2026-02-10/doc-inhmiaep8549540.shtml","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":"sina","symbols":["LU0979878070.USD","LU0327786744.USD","LU0417516902.SGD","BK1610","LU0516423174.USD","01093","LU1226287529.USD","BK1515","06978","BK1141","LU1794554557.SGD","IE0008368742.USD","SG9999002562.SGD","LU0359201612.USD","IE00B031HY20.USD","BK1191","LU0456827905.SGD","LU0501845795.SGD","IE00B543WZ88.USD","LU1242518857.USD","LU0320764599.SGD","LU0516423091.SGD","BK1576","LU1152091754.HKD","LU0039217434.USD","BK1574","159992","LU1242518931.SGD","LU0456846285.SGD","LU0359202008.SGD","HK0000165453.HKD","LU0588546209.SGD","LU1807302812.USD","IE00BZ08YT58.USD","LU1152091168.USD","LU1993786604.SGD","LU0708995583.HKD","BK1521","LU1688375341.USD","LU1813983027.USD","LU1880383366.USD","LU1226287875.USD","LU0052750758.USD","LU2039709279.SGD","LU0880133367.SGD","LU3063872942.SGD","LU0326950275.SGD","LU0348825331.USD","BK1161","02269"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2610969486","title":"創新藥概念震盪反彈 高增長潛力概念股出爐","url":"https://stock-news.laohu8.com/highlight/detail?id=2610969486","media":"腾讯自选股综合","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2610969486?lang=zh_tw&edition=fundamental","pubTime":"2026-02-10 11:17","pubTimestamp":1770693474,"startTime":"0","endTime":"0","summary":"创新药概念盘中震荡反弹，广生堂涨超10%，此前万邦德涨停，尖峰集团、信立泰、北陆药业、荣昌生物、首药控股等多股涨超5%。华源证券指出，经历短期波动消化后，创新药板块已显现企稳回暖迹象。整体上，国金证券认为创新药前期回调较为充分，向上产业趋势明确，催化近期密集，继续看好板块投资机会。从未来增长潜力来看，多股获机构预测2026年净利增速有望翻倍。","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=nesSN2026021010545497a590eb&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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10:35","pubTimestamp":1770690959,"startTime":"0","endTime":"0","summary":"2月份以来，港股医药、医疗以一波强势连阳行情，持续修复失地。热门ETF方面，2月10日，港股通创新药ETF、港股通医疗ETF早盘悉数涨逾2%，其中，港股通创新药ETF涨幅更是逼近3%。港股通创新药ETF及其场外联接基金，100%布局创新药研发类公司，前十大权重股占比超73%，龙头属性突出。港股通医疗ETF华宝，锚定医疗创新，囊括脑机接口、AI医疗、互联网药店等热点概念，同时覆盖创新药全产业链龙头。","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=nesSN20260210103758a4917721&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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10:24","pubTimestamp":1770690240,"startTime":"0","endTime":"0","summary":"石药集团(01093)股价再涨近5%，截至发稿涨4.7%，报10.24港元，成交额4.86亿港元。近日，石药集团宣布与阿斯利康就创新长效多肽药物开发签订战略合作与授权协议，东北证券认为此次BD交易金额超预期，彰显阿斯利康对石药集团长效多肽与AI制药技术平台的高度认可与长期看好。此次合作标志着双方合作的再升级，有望加速石药集团长效多肽药物的全球布局。合作围绕石药专有的缓释给药技术平台及多肽药物AI发现平台展开，其长效技术可实现多肽药物缓释，多肽药物AI发现平台则能针对药物靶点快速设计及筛选候选分子，并在多个维度进行系统优化。","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=nesSN20260210103119a49170bf&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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| 石藥集團(01093)升逾3% 機構看好公司未來在EGFR ADC及研發平台將有更多對外授權合作機會","url":"https://stock-news.laohu8.com/highlight/detail?id=2610502918","media":"智通财经","labels":["corporation"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2610502918?lang=zh_tw&edition=fundamental","pubTime":"2026-02-09 10:35","pubTimestamp":1770604509,"startTime":"0","endTime":"0","summary":"消息面上，汇丰研究发布研究报告指出，石药集团股价年初至今累计上涨约9%，在1月30日公布与阿斯利康的合作前已升14%，目前认为其估值仍然吸引，并憧憬未来在EGFR ADC及研发平台将有更多对外授权合作机会，计及预付款及上季销售轻微改善的预期，将2025至2027年收入预测上调3%至11%。该行并将石药集团2025至2027年净利润预测上调7%至18%，认为对外授权收入的增长已能抵销药品集中带量采购政策所带来的负面影响。","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/1403003.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"corporation","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["LU1226287529.USD","LU0501845795.SGD","01093","IE0008368742.USD","LU1993786604.SGD","IE0008369823.USD","LU1951186391.HKD","BK1515","LU0140636845.USD","BK1191","LU1226287792.SGD","IE00BZ08YR35.GBP","LU2039709279.SGD","LU0326950275.SGD","LU1960683339.HKD","LU1152091168.USD","LU1152091754.HKD","BK4080","LU0314109678.HKD","LU0880133367.SGD","IE00B5MMRT66.SGD","LU0072913022.USD","BK4231","BK1521","VT","IE00BZ08YS42.EUR","IE00B543WZ88.USD","LU1807302812.USD","LU0315179316.USD","VXUS","SG9999004220.SGD","LU1328277881.USD","LU1226287875.USD","LU1226288170.HKD","ADC","LU1226288253.USD","IE00BZ08YT58.USD","LU1008478684.HKD","BK4588","BK4585","HK0000165453.HKD","LU1813983027.USD","LU0067412154.USD","IE00B031HY20.USD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2610502281","title":"【券商聚焦】東北證券首予石藥集團「買入」評級 指與阿斯利康合作升級加速全球化佈局","url":"https://stock-news.laohu8.com/highlight/detail?id=2610502281","media":"金吾财讯","labels":["corporation"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2610502281?lang=zh_tw&edition=fundamental","pubTime":"2026-02-09 10:01","pubTimestamp":1770602516,"startTime":"0","endTime":"0","summary":"金吾财讯|东北证券发布研报指，石药集团与阿斯利康签订战略研发合作与授权协议，围绕长效多肽与AI制药技术平台展开合作，潜在交易总金额达185亿美元。研报指出，公司核心技术平台实现突破，其缓释给药技术可使多肽药物给药间隔达每月一次，多肽药物AI发现平台能快速设计优化候选分子。公司构建覆盖抗肿瘤、心脑血管等核心赛道的研发格局，多项资产获跨国药企认可。给予“买入”评级，风险提示包括研发进展不及预期等。","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=nesSN20260209102357a6e400a2&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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20:31","pubTimestamp":1770467497,"startTime":"0","endTime":"0","summary":"在当前创新药高举高打的热潮下，生物类似药似乎在角落中再次萌芽，迎来了新的生机。粗略检索CDE受理品种信息，国内生物药3.3类生物类似药申报数量达到了26项，自2025年以来增速显著。这些都是生物类似药研发的主流企业，都有多款产品获批上市。成都康弘通过布局IL-4R和PD-1两项爆款生物类似药，快速重启生物新药研发，与两款双抗双毒素ADC创新管线交相辉映，在创新药的不确定性中寻找确定性。","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=nesSN20260207204301a4881bd7&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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