异动解读 | 基石药业-B盘中大涨5.94%,GIC大手笔增持及行业利好助推

异动解读
Aug 21, 2025

基石药业-B(02616.HK)今日盘中大涨5.94%,引起市场广泛关注。这一显著涨幅主要得益于新加坡政府投资公司(GIC Private Limited)的大规模增持,以及近期生物医药行业的利好消息。

根据港交所最新权益披露资料显示,2025年8月18日,GIC Private Limited在场内以每股均价7.90港元增持基石药业-B 8040万股,涉资约6.35亿港元。此次增持后,GIC Private Limited的持股比例由0.00%跃升至5.49%,显示出对公司发展前景的强烈信心。

与此同时,生物医药行业近期频传利好消息。中共中央政治局常委、国务院总理李强于8月20日在北京调研生物医药产业发展情况,强调要加大高质量科技供给和政策支持,推动生物医药产业提质升级。此外,国家医保局近期公示了2025年国家基本医保目录及商保创新药目录调整初步形式审查的药品信息,多款高价创新药有望纳入商保创新药目录。这些政策利好无疑为基石药业-B等生物医药企业的发展注入了新的动力。

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