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抗疫概念
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18:52","pubTimestamp":1761475927,"startTime":"0","endTime":"0","summary":"【导读】药明康德拟28亿元向高瓴出售资产,预计助力2025年度净利润中国基金报记者闻言10月26日晚间,药明康德发布公告称,公司全资子公司上海药明康德新药开发有限公司拟以28亿元的基准股权转让价款,向高瓴投资旗下私募股权基金成立的公司转让从事临床研究服务业务的资产,预计对公司2025年度净利润产生较大的积极影响。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"stock_eastmoney","url":"http://finance.eastmoney.com/a/202510263544491953.html","rn_cache_url":null,"directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://finance.eastmoney.com/a/202510263544491953.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_eastmoney","symbols":["BK1161","09939","BK1574","BK1515"],"gpt_icon":0},{"id":"2578638188","title":"中國銀河證券:醫藥板塊估值近期已呈現顯著結構性修復趨勢","url":"https://stock-news.laohu8.com/highlight/detail?id=2578638188","media":"第一财经","labels":["economic"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2578638188?lang=zh_tw&edition=fundamental","pubTime":"2025-10-26 14:07","pubTimestamp":1761458877,"startTime":"0","endTime":"0","summary":"中国银河证券研报认为,医药板块估值经历较长时间调整,近期已呈现显著结构性修复趋势,但公募基金重仓持仓水平仍低于历史均值,2025年在支持引导商保发展的政策背景下,支付端有望边际改善,创新药械有望获益。1)持续看好医药创新:下半年创新药BD仍将持续,全球主要央行利率降息趋势有望推动估值进一步提升。2)医药投融资有望复苏:二级市场行情回暖驱动一级市场投融资回升,CXO及上游景气度持续向好。3)医疗器械触底回升:招投标数据已有好转,以旧换新积压需求逐步释放。","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=nesSN20251026140757a4753c77&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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12:05","pubTimestamp":1761451500,"startTime":"0","endTime":"0","summary":"四环医药似乎正在走出阵痛。2020年,四环医药正式宣布,业务将从以仿制药为主,转型至以医美和创新药为主。2025年上半年,四环医药在连续三年亏损后首次扭亏,盈利1.03亿元。医美业务贡献了超3亿元利润,成为最大的利润来源。在半年报中,四环医药再次强调了医美“核心增长引擎”的战略地位。医美营收追平头部企业对现在的四环医药来说,医美毫无疑问已是扛大旗的业务。","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=nesSN20251026134153a6ce6f25&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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10:14","pubTimestamp":1761444871,"startTime":"0","endTime":"0","summary":"平安核心优势基金经理周思聪在三季报中表示,伴随着大量创新药纳入医保,国产创新药进入业绩释放周期。今年预计有三分之一创新药企业实现盈利,创新药企业逐季度兑现的报表,将逐步夯实创新药个股的价值基础。同时,优质临床数据的不断读出,也促成了持续的数据催化和BD交易催化。未来仍然看好以创新药、创新医疗器械为代表的成长型的医药子行业。","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=nesSN20251026101548a6ce3c21&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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Awards「年度公司」大獎","url":"https://stock-news.laohu8.com/highlight/detail?id=2578571367","media":"人民财讯","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2578571367?lang=zh_tw&edition=fundamental","pubTime":"2025-10-25 16:11","pubTimestamp":1761379915,"startTime":"0","endTime":"0","summary":"【中国生物制药获2025 BayHelix Awards“年度公司”大奖】记者从BioCentury-BayHelix第十二届中国医疗健康峰会上获悉,得益于今年7月以约10亿美元总价收购礼新医药的重磅开创性并购,中国生物制药获得2025 BayHelix Awards“年度公司”大奖。BioCentury表示,今年中国生物制药与礼新医药达成一笔近10亿美元的并购交易,罕见地由一家国内制药公司在中国日渐成熟的生物科技生态系统中收购了一家本土创新者。该交易使中国生物制药一举获得8个临床项目。","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":"http://hk.eastmoney.com/a/202510253544296481.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_eastmoney","symbols":["BK1521","01177","IE00BZ08YS42.EUR","BK1515","BK1191","IE00BZ08YR35.GBP","IE00BZ08YT58.USD","BK1589"],"gpt_icon":0},{"id":"2578650128","title":"生物醫藥產業將成上海第五個萬億級板塊,發展成果喜人","url":"https://stock-news.laohu8.com/highlight/detail?id=2578650128","media":"动脉网","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2578650128?lang=zh_tw&edition=fundamental","pubTime":"2025-10-25 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2024年04月。天眼查资料显示,比亚迪股份有限公司,成立于1995年,位于深圳市,是一家以从事汽车制造业为主的企业。通过天眼查大数据分析,比亚迪股份有限公司共对外投资了110家企业,参与招投标项目1000次,财产线索方面有商标信息1820条,专利信息5000条,此外企业还拥有行政许可151个。","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=nesSN20251025101416a6ccf362&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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