创新药概念股延续升势百济神州(06160)涨5.91% 机构指9月创新药催化事件或将进一步增多

金吾财讯

Sep 02

金吾财讯 | 创新药概念股延续升势，截至发稿，百济神州(06160)涨5.91%，三生制药(01530)涨5.27%，药明生物(02269)涨3.67%，药明合联(02268)涨4.08%，药明康德(02359)涨3.71%，欧康维视生物-B(01477)涨2.84%，信达生物(01801)涨2.66%。消息面上，国信证券报告认为，受益于持续不断的BD出海落地、优秀的临床数据读出以及政策端的支持，创新药板块领涨。创新药板块处于销售快速放量期，随着一系列重磅品种获批上市并被纳入医保，在国内的产品销售迎来快速增长。此外9月创新药催化事件或将进一步增多，同时近期的科技切换也消除了此前囤积在板块当中追逐趋势的短钱，在经历了筹码沉淀后有望继续上行。此外，日前，富国基金基金经理赵伟分享了对医药市场尤其对创新药的看法。赵伟指出，创新药现在是起点，刚刚开始。现在医药股对政策影响正在减弱，因为中国医药，特别是创新药，正在走向全球化。未来创新药对国内政策的敏感度会越来越低。未来中国创新药企将分享美国最大创新药市场的利润。5-10年后，美国主流抗癌药很可能都是中国药。未来投资要看胜率和赔率，真正的大单品可能是下一个十倍股。他认为自免和代谢领域机会很大。

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Most Discussed

1
2
3
4
5
6
7
8
9
10

{"basename":"","ssrTDKData":{"titleTemplate":"%s - Tiger Brokers","title":"Tiger Brokers | Global Stocks, Options & Futures Trading App","description":"Tiger Brokers, one-stop investment in US stocks, SGX stocks, HK stocks, A-shares & other global assets. One of the best stock trading platforms in Singapore.","keywords":"tiger brokers,tiger trade,tiger brokers singapore,broker online,stock trading in singapore,share trading singapore,brokerage firm singapore,trading app,stock broker singapore,stock trading platforms,trading account","social":{"ogDescription":"Tiger Brokers, one-stop investment in US stocks, SGX stocks, HK stocks, A-shares & other global assets. One of the best stock trading platforms in Singapore.","ogImage":"https://c1.itigergrowtha.com/portal5/static/media/og-logo.be62fbe1.png","ogUrl":"https://www.itiger.com/news/2564471821"},"companyName":"Tiger Brokers"},"pageData":{"isMobile":false,"isTiger":false,"isTTM":true,"region":"SGP","license":"TBSG","edition":"fundamental"},"isCrawlerRequest":true,"__swrFallback__":{"@#url:\"https://stock-news.skytigris.cn/v3/news\",params:#id:\"2564471821\",edition:\"fundamental\",auth_exemption:1,,,undefined,":{"share":"https://ttm.financial/m/news/2564471821?lang=en_US&edition=fundamental","thumbnail":"https://static.szfiu.com/news/20200908/MDgxZGVmMDU5NGQxM2FkZGQzODVkYTY4OWM4NjkxNzk5NzY4NzQ2MDU0.jpg","is_english":false,"pubTime":"2025-09-02 10:09","share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","id":"2564471821","market":"other","top_or_hot":-1,"title":"创新药概念股延续升势 百济神州(06160)涨5.91% 机构指9月创新药催化事件或将进一步增多","media":"金吾财讯","content":"<html><body><p>金吾财讯 | 创新药概念股延续升势，截至发稿，<a href=\"https://laohu8.com/S/ONC\">百济神州</a>(06160)涨5.91%，<a href=\"https://laohu8.com/S/01530\">三生制药</a>(01530)涨5.27%，<a href=\"https://laohu8.com/S/02269\">药明生物</a>(02269)涨3.67%，<a href=\"https://laohu8.com/S/02268\">药明合联</a>(02268)涨4.08%，<a href=\"https://laohu8.com/S/603259\">药明康德</a>(02359)涨3.71%，<a href=\"https://laohu8.com/S/01477\">欧康维视生物-B</a>(01477)涨2.84%，<a href=\"https://laohu8.com/S/01801\">信达生物</a>(01801)涨2.66%。消息面上，<a href=\"https://laohu8.com/S/002736\">国信证券</a>报告认为，受益于持续不断的BD出海落地、优秀的临床数据读出以及政策端的支持，创新药板块领涨。创新药板块处于销售快速放量期，随着一系列重磅品种获批上市并被纳入医保，在国内的产品销售迎来快速增长。此外9月创新药催化事件或将进一步增多，同时近期的科技切换也消除了此前囤积在板块当中追逐趋势的短钱，在经历了筹码沉淀后有望继续上行。此外，日前，富国基金基金经理赵伟分享了对医药市场尤其对创新药的看法。赵伟指出，创新药现在是起点，刚刚开始。现在医药股对政策影响正在减弱，因为<a href=\"https://laohu8.com/S/600056\">中国医药</a>，特别是创新药，正在走向全球化。未来创新药对国内政策的敏感度会越来越低。未来中国创新药企将分享美国最大创新药市场的利润。5-10年后，美国主流抗癌药很可能都是中国药。未来投资要看胜率和赔率，真正的大单品可能是下一个十倍股。他认为自免和代谢领域机会很大。</p></body></html>","source":null,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>创新药概念股延续升势 百济神州(06160)涨5.91% 机构指9月创新药催化事件或将进一步增多</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n创新药概念股延续升势 百济神州(06160)涨5.91% 机构指9月创新药催化事件或将进一步增多\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1086022552\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/19a93586c3b023ec6ebfed568990555c);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">金吾财讯 </p>\n<p class=\"h-time\">2025-09-02 10:09</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><body><p>金吾财讯 | 创新药概念股延续升势，截至发稿，<a href=\"https://laohu8.com/S/ONC\">百济神州</a>(06160)涨5.91%，<a href=\"https://laohu8.com/S/01530\">三生制药</a>(01530)涨5.27%，<a href=\"https://laohu8.com/S/02269\">药明生物</a>(02269)涨3.67%，<a href=\"https://laohu8.com/S/02268\">药明合联</a>(02268)涨4.08%，<a href=\"https://laohu8.com/S/603259\">药明康德</a>(02359)涨3.71%，<a href=\"https://laohu8.com/S/01477\">欧康维视生物-B</a>(01477)涨2.84%，<a href=\"https://laohu8.com/S/01801\">信达生物</a>(01801)涨2.66%。消息面上，<a href=\"https://laohu8.com/S/002736\">国信证券</a>报告认为，受益于持续不断的BD出海落地、优秀的临床数据读出以及政策端的支持，创新药板块领涨。创新药板块处于销售快速放量期，随着一系列重磅品种获批上市并被纳入医保，在国内的产品销售迎来快速增长。此外9月创新药催化事件或将进一步增多，同时近期的科技切换也消除了此前囤积在板块当中追逐趋势的短钱，在经历了筹码沉淀后有望继续上行。此外，日前，富国基金基金经理赵伟分享了对医药市场尤其对创新药的看法。赵伟指出，创新药现在是起点，刚刚开始。现在医药股对政策影响正在减弱，因为<a href=\"https://laohu8.com/S/600056\">中国医药</a>，特别是创新药，正在走向全球化。未来创新药对国内政策的敏感度会越来越低。未来中国创新药企将分享美国最大创新药市场的利润。5-10年后，美国主流抗癌药很可能都是中国药。未来投资要看胜率和赔率，真正的大单品可能是下一个十倍股。他认为自免和代谢领域机会很大。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"BK1191","symbol_name":"制药","start_time":0,"source_url":"1965317","article_id":"2564471821","we_media_id":"1086022552","thumbnails":["https://static.szfiu.com/news/20200908/MDgxZGVmMDU5NGQxM2FkZGQzODVkYTY4OWM4NjkxNzk5NzY4NzQ2MDU0.jpg"],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2564471821","pubTimestamp":1756778973,"columns":[],"sourceInfo":null,"weMediaInfo":{"media_name":"金吾财讯","introduction":"「金吾财讯」以精准用户需求为切入点，打造一站式港美股投资细分领域品牌。依托战略合作伙伴凤凰网财经，将港美股内容传播到全球华人圈。","home_visible":1,"id":"1086022552","head_image":"https://static.tigerbbs.com/19a93586c3b023ec6ebfed568990555c"},"summary":"赵伟指出，创新药现在是起点，刚刚开始。现在医药股对政策影响正在减弱，因为中国医药，特别是创新药，正在走向全球化。未来中国创新药企将分享美国最大创新药市场的利润。","collect":0,"end_time":0,"defaultTopTitle":"","property":[],"viewcount":null,"language":"zh","relate_stocks":{"159992":"创新药","688235":"百济神州","BK1191":"制药","SG9999014674.SGD":"Nikko AM All China Equity A SGD","LU1720050803.USD":"安联全方位中国股票基金","SG9999002463.SGD":"LionGlobal China Growth SGD","LU2045819591.USD":"Natixis WCM Global Emerging Markets Equity R/A USD","LU0359202008.SGD":"Blackrock China Fund A2 SGD-H","LU0181495838.USD":"施罗德新兴亚洲A Acc","LU0572944931.SGD":"Janus Henderson Horizon China Opportunities A2 SGD","LU0043850808.USD":"HSBC GIF ASIA EX JAPAN EQUITY \"AD\" INC","LU0140636845.USD":"施罗德大中华区股票A Acc","LU0456827905.SGD":"JPMorgan Funds - China A (acc) SGD","SG9999002562.SGD":"LionGlobal Asia Pacific SGD","LU0456846285.SGD":"JPMorgan Funds - Greater China A (acc) SGD","LU2097828557.USD":"AZ EQUITY CHINA \"A\" (USD) ACC","BK4526":"热门中概股","LU2097828631.EUR":"AZ EQUITY CHINA \"A\" (EUR) ACC","LU0823426480.USD":"法巴中国股票经典Dis","06160":"百济神州","LU2039709279.SGD":"MANULIFE GF DRAGON GROWTH \"AA\" (SGDHDG) INC","BK4139":"生物科技","LU1242518857.USD":"FULLERTON LUX FUNDS - ASIA ABSOLUTE ALPHA \"I\" (USD) ACC","BK1574":"生物医药B类股","LU2097828714.EUR":"AZ EQUITY CHINA \"BAZ\" (EUR) ACC","LU0979878070.USD":"FULLERTON LUX FUNDS - ASIA ABSOLUTE ALPHA \"A\" (USD) ACC","ONC":"百济神州","LU1242518931.SGD":"Fullerton Lux Funds - Asia Absolute Alpha A Acc SGD","LU0516422440.USD":"FULLERTON LUX FUNDS - ASIA FOCUS EQUITIES \"A\" (USD) ACC","06978":"永泰生物-B","LU0052750758.USD":"富兰克林中国基金A Acc","LU2328871848.SGD":"Eastspring Investments - China A Shares Growth AS SGD","BK1583":"高瓴概念","LU0856984785.SGD":"HSBC GIF MANAGED SOLUTIONS ASIA FOCUSED GROWTH \"ACH\" (SGDHDG) ACC","LU0516422952.EUR":"FULLERTON LUX FUNDS - ASIA FOCUS EQUITIES \"I\" (EUR) ACC","LU2097828474.EUR":"AZ EQUITY CHINA \"A\" (EUR) ACC A","LU0320764599.SGD":"FTIF - Templeton China A Acc SGD","LU0516423174.USD":"FULLERTON LUX FUNDS - ASIA FOCUS EQUITIES \"I\" (USD) ACC","LU1880383366.USD":"东方汇理中国股票基金 A2 (C)","02268":"药明合联","LU0348825331.USD":"ALLIANZ CHINA EQUITY \"A\" (USD) INC","LU2242644610.SGD":"Fidelity China Innovation A-ACC-SGD","01477":"欧康维视生物-B","BK1500":"做空集合股","BK1589":"北水核心资产","LU0039217434.USD":"HSBC GIF CHINESE EQUITY \"AD\" INC"},"translate_title":"Innovative drug concept stocks continue to rise, BeiGene (06160) rose 5.91%, institutions pointed out that innovative drug catalytic events may further increase in September","themeId":"9e120cbc689472c9ad07159548b432a1","isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"159992":1,"688235":1,"01477":0.9,"02268":0.9,"06160":1,"06978":1,"ONC":1},"content_text":"金吾财讯 | 创新药概念股延续升势，截至发稿，百济神州(06160)涨5.91%，三生制药(01530)涨5.27%，药明生物(02269)涨3.67%，药明合联(02268)涨4.08%，药明康德(02359)涨3.71%，欧康维视生物-B(01477)涨2.84%，信达生物(01801)涨2.66%。消息面上，国信证券报告认为，受益于持续不断的BD出海落地、优秀的临床数据读出以及政策端的支持，创新药板块领涨。创新药板块处于销售快速放量期，随着一系列重磅品种获批上市并被纳入医保，在国内的产品销售迎来快速增长。此外9月创新药催化事件或将进一步增多，同时近期的科技切换也消除了此前囤积在板块当中追逐趋势的短钱，在经历了筹码沉淀后有望继续上行。此外，日前，富国基金基金经理赵伟分享了对医药市场尤其对创新药的看法。赵伟指出，创新药现在是起点，刚刚开始。现在医药股对政策影响正在减弱，因为中国医药，特别是创新药，正在走向全球化。未来创新药对国内政策的敏感度会越来越低。未来中国创新药企将分享美国最大创新药市场的利润。5-10年后，美国主流抗癌药很可能都是中国药。未来投资要看胜率和赔率，真正的大单品可能是下一个十倍股。他认为自免和代谢领域机会很大。","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"}}}