港股詳情

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高瓴概念

530.696

+9.7991.88%

漲家數：46

跌家數：6

平家數：3

市盈率：- -

高：532.093

開：520.909

低：517.717

收：520.897

成交量：5.15億

成交額：108.78億

市值：3.15萬億

流通市值：2.38萬億

資料載入中...

招銀國際：醫藥業關注佈局思路更偏穩健低估值個股機會

讓養老變「享老」進博會解鎖「銀髮經濟」新場景

能源價格下降2.4%！國家統計局城市司首席統計師董莉娟解讀2025年10月份CPI和PPI數據

兆科眼科-B(06622.HK)漲近10%

每日经济新闻

港股異動 | 兆科眼科-B(06622)漲近10% 近期與印尼藥企PT Ferron就分銷老花眼藥達成協議

智通财经网

從「零時差」到「零距離」：吉利德攜手京東健康，拓寬創新藥「下沉」路徑

10月資管信託月報：成立數量斷崖式萎縮，收益率全面承壓

進博會叮噹健康與美團醫藥健康深度合作推動醫藥即時零售服務升級

港股異動 | 泰格醫藥(03347)漲超4% 公司Q3單季度收入明顯改善 SMO業務新簽訂單保持雙位數增長

光伏太陽能股震盪走強福萊特玻璃(06865)漲4.17% 多晶硅行業現拐點信號

首秀即攬七家跨國藥企，美團醫藥健康的進博會奇襲

兆科眼科-B盤中異動大幅上漲5.64%報3.560港元

信達生物與聖因生物共同宣佈IBI3016（AGT siRNA）I期臨牀研究結果於2025年AHA大會現場報告

醫保卡變「購物卡」？央視曝光「套」刷醫保卡黑鏈條

深耕骨科 50 年，CeramTec憑什麼成為強生、威高等巨頭的依賴？

医工加油站

BD神話帶不動創新藥了？

國科恆泰：醫療器械第三方製造相關業務尚處於前期研究探索階段

【國投證券 | 醫藥】醫藥板塊25Q3季報總結：創新出海率先回暖，其他細分靜待改善

国投证券医药研究

【國投證券 | 醫藥】新藥周觀點：25Q3澤布替尼美國市場份額首次超越伊布替尼

国投证券医药研究

全國社保基金理事會原副理事長王忠民：低息差時代的資產管理核心就是向風險要收益、向風險要資產配置

每日经济新闻

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13:43","pubTimestamp":1762753386,"startTime":"0","endTime":"0","summary":"智通财经APP获悉，招银国际发布研报称，布局思路更偏稳健，关注低估值个股机会。招银国际主要观点如下：MSCI中国医疗指数2025年初至今累计上涨59.5%，跑赢MSCI中国指数24.0%近期，医药板块有所回调，该行认为部分低估值个股具备吸引力。辉瑞管理层表示即将公布707的完整研发计划。此次医保谈判结果预计12月初公布。本轮集采的平均价格降幅并未公布。该行认为仿制药仍将长期维持较低利润率水平。","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/1367136.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_zhitongcaijing","symbols":["SG9999014674.SGD","LU0455707207.USD","LU2097828474.EUR","BK1219","ORR","01801","01530","02273","SG9999004311.SGD","BK1583","BK1515","BK1593","LU1969619763.USD","LU2097828631.EUR","BK1574","BK1521","HK0000165453.HKD","BK1207","BK1141","LU2488822045.USD","LU2242644610.SGD","02367","BK1161","06978","LU2097828714.EUR","LU2097828557.USD","LU2097828805.USD","IE00BZ08YR35.GBP","BK1191","LU0502904849.HKD","IE00BZ08YT58.USD","IE00BZ08YS42.EUR","BK1589","02268","01177","LU2328871848.SGD"],"gpt_icon":0},{"id":"2582845260","title":"讓養老變「享老」進博會解鎖「銀髮經濟」新場景","url":"https://stock-news.laohu8.com/highlight/detail?id=2582845260","media":"动脉网","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2582845260?lang=zh_tw&edition=fundamental","pubTime":"2025-11-10 12:04","pubTimestamp":1762747440,"startTime":"0","endTime":"0","summary":"第八届进博会上，针对老年人的创新产品集中亮相，解锁“银发经济”新场景。医疗器械展区，波士顿科学全球首秀“房颤一站式手术方案”，解决老年患者手术耐受度低的问题，还推出针对老年男性压力性尿失禁的AdVance XP吊带；碧迪医疗展示PureWick非侵入式女用导尿管等多项创新产品，重视本土化需求。中国太保围绕“大康养”主题，展示“太保优护2.0”数智方案，赋能长护险服务。美团医药健康首次独立参展，展现全链条服务能力。此外，日立电梯展示电梯改造方案，雅培展示针对老年人群的营养产品和动态血糖监测系统新品。","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=nesSN20251110120718975f63c0&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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11:59","pubTimestamp":1762747152,"startTime":"0","endTime":"0","summary":"今年10月份，PPI降幅收窄。能源价格下降0.4%，扣除能源的工业消费品价格上涨0.3%，影响CPI环比上涨约0.07个百分点，其中受国际金价上涨影响，国内金饰品价格上涨10.2%。CPI同比由上月下降0.3%转为上涨0.2%。能源价格下降2.4%，其中汽油价格下降5.5%，影响CPI同比下降约0.18个百分点。扣除食品和能源价格的核心CPI同比上涨1.2%，涨幅连续第6个月扩大，为2024年3月以来最高。","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=nesSN20251110120131a4962d33&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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11:28","pubTimestamp":1762745299,"startTime":"0","endTime":"0","summary":"每经AI快讯，兆科眼科-B(06622.HK)涨近10%，截至发稿，涨9.79%，报3.7元，成交额655.18万港元。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"stock_eastmoney","url":"http://finance.eastmoney.com/a/202511103559616917.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/202511103559616917.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":["BK1583","06622","BK1574","BK1191","BK1587"],"gpt_icon":0},{"id":"2582184872","title":"港股異動 | 兆科眼科-B(06622)漲近10% 近期與印尼藥企PT Ferron就分銷老花眼藥達成協議","url":"https://stock-news.laohu8.com/highlight/detail?id=2582184872","media":"智通财经网","labels":["corporation"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2582184872?lang=zh_tw&edition=fundamental","pubTime":"2025-11-10 11:07","pubTimestamp":1762744044,"startTime":"0","endTime":"0","summary":"智通财经APP获悉，兆科眼科-B涨近10%，截至发稿，涨9.79%，报3.7元，成交额655.18万港元。消息面上，11月6日晚，兆科眼科宣布，公司已与印度尼西亚领先制药公司PT Ferron Par Pharmaceuticals，就公司核心产品之一、用于治疗老花眼的创新药物BRIMOCHOL PF，签订了一份针对印度尼西亚市场的分销和供应协议。根据协议条款，兆科眼科授予PT Ferron在印度尼西亚进口、推广、分销、营销和销售该产品的独家权利。兆科眼科将获得一笔预付款项，并可根据若干成就获得额外的里程碑付款。","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/1367101.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":"highlight_zhitongcaijin","symbols":["BK1587","PT","BK1583","06622","BK1574","BK4166","BK1191"],"gpt_icon":0},{"id":"2582184361","title":"從「零時差」到「零距離」：吉利德攜手京東健康，拓寬創新藥「下沉」路徑","url":"https://stock-news.laohu8.com/highlight/detail?id=2582184361","media":"澎湃新闻","labels":["corporation"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2582184361?lang=zh_tw&edition=fundamental","pubTime":"2025-11-10 10:56","pubTimestamp":1762743374,"startTime":"0","endTime":"0","summary":"2025年11月10日，第八届中国国际进口博览会即将落幕。今年，全球生物制药企业吉利德科学再度亮相进博会医疗器械及医药保健展区，并重点展出了两款亚洲首发的重磅产品——长效HIV暴露前预防药物Lenacapavir（来那帕韦）和原发性胆汁性胆管炎（PBC）新药Seladelpar。吉利德科学在中国的发展历程与进博“同龄”。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"stock_eastmoney","url":"http://finance.eastmoney.com/a/202511103559587690.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/202511103559587690.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_eastmoney","symbols":["06618","06978","LU0051755006.USD","BK1515","BK1161","BK1591","LU0456827905.SGD","SGXZ62798434.SGD","BK1247","86618","BK1571","BK1583","SGXZ86797644.SGD","BK1574","BK1142","BK1615","BK1589"],"gpt_icon":0},{"id":"2582884317","title":"10月資管信託月報：成立數量斷崖式萎縮，收益率全面承壓","url":"https://stock-news.laohu8.com/highlight/detail?id=2582884317","media":"市场资讯","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2582884317?lang=zh_tw&edition=fundamental","pubTime":"2025-11-10 10:40","pubTimestamp":1762742400,"startTime":"0","endTime":"0","summary":"　　1、10月资产管理信托发行市场遇冷，数量与规模环比双降。成立市场显著降温，成立数量大幅萎缩。非标成立市场整体呈现疲弱态势；标品信托成立数量明显下滑，但规模逆势增长。　　2、基础产业类信托10月成立规模显著下降16.79%，除假期因素之外，资产端收紧或是主要因素，预登记新规则加速了下滑趋势，导致基础产业类信托规模断崖式萎缩。　　《资产管理信托管理办法》新规征求意见出炉。","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://finance.sina.com.cn/roll/2025-11-10/doc-infwwrpf3237956.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":"sina","symbols":["09983","159982","399300","BK1542","BK1583","BK1258","BK1229"],"gpt_icon":0},{"id":"2582100448","title":"進博會叮噹健康與美團醫藥健康深度合作 推動醫藥即時零售服務升級","url":"https://stock-news.laohu8.com/highlight/detail?id=2582100448","media":"DoNews","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2582100448?lang=zh_tw&edition=fundamental","pubTime":"2025-11-10 10:31","pubTimestamp":1762741899,"startTime":"0","endTime":"0","summary":"近日，在第八届中国国际进口博览会上，叮当健康旗下叮当快药与美团医药健康、杰士邦宣布达成重要合作，从履约能力到品类服务创新全面协同，共同推动医药健康即时零售服务的标准化与专业化升级。叮当快药携手美团医药健康打造专业冷链到家服务，借助自身组建的冷链配送网络和智能温控技术，可实现配送途中全程温度监控与异常预警，确保药品在‘最后一公里’仍处于安全温区。","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=nesSN2025111010373294fa5c1c&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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| 泰格醫藥(03347)漲超4% 公司Q3單季度收入明顯改善 SMO業務新簽訂單保持雙位數增長","url":"https://stock-news.laohu8.com/highlight/detail?id=2582781055","media":"智通财经","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2582781055?lang=zh_tw&edition=fundamental","pubTime":"2025-11-10 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多晶硅行業現拐點信號","url":"https://stock-news.laohu8.com/highlight/detail?id=2582414810","media":"金吾财讯","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2582414810?lang=zh_tw&edition=fundamental","pubTime":"2025-11-10 10:05","pubTimestamp":1762740342,"startTime":"0","endTime":"0","summary":"金吾财讯 | 光伏太阳能股震荡走强，截至发稿，山高新能源 涨4.22%，福莱特玻璃涨4.17%，凯盛新能涨2.51%，北京能源国际涨2.50%，信义光能涨2.01%，信义能源涨2.22%，新特能源涨1.96%，协合新能源涨1.30%，协鑫科技涨1.36%。据媒体报道，据知情人士透露，备受关注的多晶硅“联合体”平台正在积极筹划中，相关收购细节仍在商讨。此外，随着多晶硅价格回升，相关企业业绩已出现好转迹象。以协鑫科技为例，其光伏材料业务在2025年第三季度扭亏为盈，利润约9.6亿元。","market":"sg","thumbnail":"https://static.szfiu.com/news/20210810/NTRmYzVmNDdmYzg0MjRhYWE5NzljZDI3ZDUxMDYzNjE2NzY4MDQ=.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20210810/NTRmYzVmNDdmYzg0MjRhYWE5NzljZDI3ZDUxMDYzNjE2NzY4MDQ=.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"1969284","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":["00968","BK0054","BK1148","000591","03868","00182","06865","BK1583","IE00BZ08YT58.USD","BK0271","IE00BZ08YR35.GBP","BK1610","BK1154","LU1983299162.USD","BK1105","IE00BZ08YS42.EUR","00686","BK1558","BK0132","01108","BK1554","01799","01250","BK1594","BK1589","SG9999014674.SGD","BK1169","03800"],"gpt_icon":0},{"id":"2582810630","title":"首秀即攬七家跨國藥企，美團醫藥健康的進博會奇襲","url":"https://stock-news.laohu8.com/highlight/detail?id=2582810630","media":"健闻咨询","labels":["corporation"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2582810630?lang=zh_tw&edition=fundamental","pubTime":"2025-11-10 10:02","pubTimestamp":1762740132,"startTime":"0","endTime":"0","summary":"所以，这也是美团医药健康事业部成立后的第一次整体公开亮相。从战略层面来理解，美团医药健康业务的年交易用户已经达到3亿，且持续保持两位数增长。精准的用户洞察和线上患教是美团医药健康这套打法的精髓。基于上述用户洞察能力，美团医药健康在今年的进博会上官宣了两款新品合作计划。","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=nesSN20251110100508a495e862&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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年，CeramTec憑什麼成為強生、威高等巨頭的依賴？","url":"https://stock-news.laohu8.com/highlight/detail?id=2582819964","media":"医工加油站","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2582819964?lang=zh_tw&edition=fundamental","pubTime":"2025-11-10 01:38","pubTimestamp":1762709905,"startTime":"0","endTime":"0","summary":"全球每两台髋关节置换手术中，就有一台使用CeramTec的陶瓷部件。中国所有的人工关节制造企业，包括爱康医疗、春立医疗、威高骨科等，生产所需的高端陶瓷零件100%依赖CeramTec。作为人工髋关节置换术陶瓷部件的主要供应商，它积累了 50 余年的专业经验，截至目前，该系列产品已在全球范围内成功植入超1800 万次，拯救了无数受关节疼痛困扰的患者。03市场高度依赖在陶瓷人工关节领域，CeramTec的垄断力简直 “令人咋舌”！","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=nesSN20251110014001a6ed6b36&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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23:12","pubTimestamp":1762701136,"startTime":"0","endTime":"0","summary":"总额高达114亿美元，刷新中国药企BD交易金额记录。MNC倾向靠“堆量”逻辑大批购买中国早期资产，但二级市场流通的钱一共就那么多，投资者在大量雷同交易中渐渐会出现选择犹豫或“祛魅”心态，最终出现“BD带不动创新药”的现象；裂痕已经初见端倪。而目前中国创新药企业交易的BD管线，大部分都属于后面一种情况。2019年，武田以约620亿美元收购Shire，使其背负了巨额债务。和传统BD相比，Co-Co中里程碑付款占总款比例较高，这也","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=nesSN20251109231734a494f4b0&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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21:56","pubTimestamp":1762696560,"startTime":"0","endTime":"0","summary":"国科恒泰近日在机构调研时表示，目前公司医疗器械第三方制造相关业务尚处于前期研究探索阶段，对公司短期经营业绩不构成影响。\n\n\n海量资讯、精准解读，尽在新浪财经APP","market":"fut","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"sina","url":"https://finance.sina.com.cn/jjxw/2025-11-09/doc-infwvitk9979673.shtml","rn_cache_url":null,"customStyle":"body{padding-top:10px;}.art_tit_h1{#titleStyle#}a{#lv2TextColor#}.art_time, .art_cite{#sourceStyle#;} .art_cite{margin-left: 3px;}","selectors":".module-article, article","filters":"header, .voice2, .tags, #norm_qrcode_link_auto, .unfold-box, 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单季度来看，医疗器械板块整体营收同比增长1.38%，归母净利润同比减少14.31%，扣非净利润同比减少14.29%，毛利率为54.32%，扣非净利率为15.55%。在国投证券医药分类下，除去医药主业不突出的转型类公司。其中，医药行业的归母净利润同比下滑1.59%，位居28个基期非亏损的申万一级行业中的第18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=nesSN20251109220019a494d616&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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醫藥】新藥周觀點：25Q3澤布替尼美國市場份額首次超越伊布替尼","url":"https://stock-news.laohu8.com/highlight/detail?id=2582065818","media":"国投证券医药研究","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2582065818?lang=zh_tw&edition=fundamental","pubTime":"2025-11-09 21:53","pubTimestamp":1762696384,"startTime":"0","endTime":"0","summary":"泽布替尼2025年前三季度全球整体销售额达27.42亿美元。市场份额方面，全球来市场看25Q3泽布替尼份额达28.9%，全球市场处于强生/艾伯维伊布替尼后第二位；美国市场来看份额达33.8%，首次超越伊布替尼在美国市场处于第一位；从放量趋势看泽布替尼市场份额仍在不断提升中。结果显示，在研口服司美格鲁肽25 mg在多种体重减轻幅度类别中，均与血糖控制及心血管风险因素的显著改善相关。根据协议条款圣因生物将获得包括首付款和股权投资的近期付款。","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=nesSN20251109215921a6ed1c13&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, 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