港股异动 | 创新药全线上扬 2025年世界肺癌大会即将召开机构看好创新药板块估值修复潜力

智通财经

Sep 05, 2025

智通财经APP获悉，创新药全线上扬，截至发稿，三生制药(01530)涨9.55%，报33.04港元；和铂医药-B(02142)涨6.25%，报16.99港元；和黄医药(00013)涨5.81%，报24.76港元；联邦制药(03933)涨5.52%，报17.58港元；药明生物(02269)涨5.16%，报37.1港元；恒瑞医药(01276)涨2.95%，报83.75港元。

消息面上，2025年世界肺癌大会(WCLC)将于9月6日至9日在西班牙巴塞罗那举行，多家创新药龙头均将在会议期间发布重磅新品，学术会议上的研究成果发布和交流将为创新药企业带来新的发展机遇和市场关注。机构看好创新药板块估值修复潜力，逻辑在于：2025年中报：创新药及其产业链表现亮眼；PD-(L)1/VEGF赛道，2025H2数据催化密集；多个BD预期有望年内兑现，全球市场打开增长空间。

今年以来，我国创新药企BD出海常态化，1~7月，License out(专利授权出海)金额近800亿美元，同比增长超160%，8月份多家中国创新药公司继续公告大额专利授权交易。有分析认为，2025年中国创新药出海的本质是通过国别优势替代海外biotech的部分生态位，后续若海外开启一轮降息周期，投融资环境显著改善，全球创新药产业有望出现新的产业突破和“大药”，中美创新药产业将迎来一轮景气共振。中国创新药本轮深度参与全球产业链，将充分受益全球创新周期。

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/2565533183"},"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:\"2565533183\",edition:\"fundamental\",auth_exemption:1,,,undefined,":{"share":"https://ttm.financial/m/news/2565533183?lang=en_US&edition=fundamental","thumbnail":"","is_english":false,"pubTime":"2025-09-05 11:13","share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","id":"2565533183","market":"hk","top_or_hot":-1,"title":"港股异动 | 创新药全线上扬 2025年世界肺癌大会即将召开 机构看好创新药板块估值修复潜力","media":"智通财经","content":"<html><body><p>智通财经APP获悉，创新药全线上扬，截至发稿，<a href=\"https://laohu8.com/S/01530\">三生制药</a>(01530)涨9.55%，报33.04港元；<a href=\"https://laohu8.com/S/02142\">和铂医药-B</a>(02142)涨6.25%，报16.99港元；<a href=\"https://laohu8.com/S/HCM\">和黄医药</a>(00013)涨5.81%，报24.76港元；<a href=\"https://laohu8.com/S/03933\">联邦制药</a>(03933)涨5.52%，报17.58港元；<a href=\"https://laohu8.com/S/02269\">药明生物</a>(02269)涨5.16%，报37.1港元；<a href=\"https://laohu8.com/S/600276\">恒瑞医药</a>(01276)涨2.95%，报83.75港元。</p><p>消息面上，2025年世界肺癌大会(WCLC)将于9月6日至9日在西班牙巴塞罗那举行，多家创新药龙头均将在会议期间发布重磅新品，学术会议上的研究成果发布和交流将为创新药企业带来新的发展机遇和市场关注。机构看好创新药板块估值修复潜力，逻辑在于：2025年中报：创新药及其产业链表现亮眼；PD-(L)1/VEGF赛道，2025H2数据催化密集；多个BD预期有望年内兑现，全球市场打开增长空间。</p><p>今年以来，我国创新药企BD出海常态化，1~7月，License out(专利授权出海)金额近800亿美元，同比增长超160%，8月份多家中国创新药公司继续公告大额专利授权交易。有分析认为，2025年中国创新药出海的本质是通过国别优势替代海外biotech的部分生态位，后续若海外开启一轮降息周期，投融资环境显著改善，全球创新药产业有望出现新的产业突破和“大药”，中美创新药产业将迎来一轮景气共振。中国创新药本轮深度参与全球产业链，将充分受益全球创新周期。</p></body></html>","source":"stock_zhitongcaijing","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>港股异动 | 创新药全线上扬 2025年世界肺癌大会即将召开 机构看好创新药板块估值修复潜力</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港股异动 | 创新药全线上扬 2025年世界肺癌大会即将召开 机构看好创新药板块估值修复潜力\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-09-05 11:13 北京时间&nbsp;&nbsp;&nbsp;<a href=http://www.zhitongcaijing.com/content/detail/1341858.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>智通财经APP获悉，创新药全线上扬，截至发稿，三生制药(01530)涨9.55%，报33.04港元；和铂医药-B(02142)涨6.25%，报16.99港元；和黄医药(00013)涨5.81%，报24.76港元；联邦制药(03933)涨5.52%，报17.58港元；药明生物(02269)涨5.16%，报37.1港元；恒瑞医药(01276)涨2.95%，报83.75港元。消息面上，2025年世界肺癌...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1341858.html\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"LU2543165471.USD","symbol_name":"E FUND (HK) GLOBAL QUALITY GROWTH \"A\" (USD) ACC","start_time":0,"source_url":"http://www.zhitongcaijing.com/content/detail/1341858.html","article_id":"2565533183","we_media_id":null,"thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2565533183","pubTimestamp":1757042012,"columns":[],"sourceInfo":{"source_id":"stock_zhitongcaijing","name":"智通财经网"},"weMediaInfo":null,"summary":"消息面上，2025年世界肺癌大会将于9月6日至9日在西班牙巴塞罗那举行，多家创新药龙头均将在会议期间发布重磅新品，学术会议上的研究成果发布和交流将为创新药企业带来新的发展机遇和市场关注。今年以来，我国创新药企BD出海常态化，1~7月，License out金额近800亿美元，同比增长超160%，8月份多家中国创新药公司继续公告大额专利授权交易。中国创新药本轮深度参与全球产业链，将充分受益全球创新周期。","collect":0,"end_time":0,"defaultTopTitle":"zhitongcaijing.com","property":[],"viewcount":null,"language":"zh","relate_stocks":{"159992":"创新药","LU2543165471.USD":"E FUND (HK) GLOBAL QUALITY GROWTH \"A\" (USD) ACC","LU0052750758.USD":"富兰克林中国基金A Acc","LU0320764599.SGD":"FTIF - Templeton China A Acc SGD","IE00B0JY6N72.USD":"PINEBRIDGE GLOBAL EMERGING MARKETS FOCUS EQUITY \"A\" (USD) ACC","LU1794554557.SGD":"Allianz All China Equity AT Acc H2-SGD","LU0708995583.HKD":"TEMPLETON CHINA \"A\" (HKD) ACC","BK1521":"挪威政府全球养老基金持仓","02142":"和铂医药-B","02269":"药明生物","LU0516422440.USD":"FULLERTON LUX FUNDS - ASIA FOCUS EQUITIES \"A\" (USD) ACC","LU0327786744.USD":"Janus Henderson Horizon China Opportunities A2 USD","LU0516423174.USD":"FULLERTON LUX FUNDS - ASIA FOCUS EQUITIES \"I\" (USD) ACC","BK1589":"北水核心资产","LU0140636845.USD":"施罗德大中华区股票A Acc","LU0516422952.EUR":"FULLERTON LUX FUNDS - ASIA FOCUS EQUITIES \"I\" (EUR) ACC","01276":"恒瑞医药","LU0823426480.USD":"法巴中国股票经典Dis","LU0588546209.SGD":"Eastspring Investments - China Equity Fund AS SGD","BK1141":"生命科学工具和服务","BK1576":"医药外包概念","LU0823426308.USD":"法巴中国股票基金","LU0417516738.SGD":"Allianz Hong Kong Equity AT Acc SGD","LU0359201885.HKD":"BGF CHINA \"A2\" (HKD) ACC","LU1242518931.SGD":"Fullerton Lux Funds - Asia Absolute Alpha A Acc SGD","LU0348735423.USD":"ALLIANZ HONG KONG EQUITY \"A\" (USD) INC","LU0856984785.SGD":"HSBC GIF MANAGED SOLUTIONS ASIA FOCUSED GROWTH \"ACH\" (SGDHDG) ACC","LU0516423091.SGD":"FULLERTON LUX FUNDS - ASIA FOCUS EQUITIES \"I\" (SGD) ACC","03933":"联邦制药","BK1161":"生物科技","BK1610":"ETF&股票定投概念","LU0359201612.USD":"贝莱德中国基金A2","SG9999002562.SGD":"LionGlobal Asia Pacific SGD","LU0051755006.USD":"摩根大通中国A (dist)","LU0456846285.SGD":"JPMorgan Funds - Greater China A (acc) SGD","LU0516422366.SGD":"Fullerton Lux Funds - Asia Focus Equities A Acc SGD","LU0819121731.USD":"HSBC GIF MANAGED SOLUTIONS ASIA FOCUSED GROWTH \"AC\" (USD) ACC","SG9999002463.SGD":"LionGlobal China Growth SGD","LU1688375341.USD":"贝莱德中国灵活股票基金","06978":"永泰生物-B","LU0359202008.SGD":"Blackrock China Fund A2 SGD-H","LU1023057109.AUD":"BGF CHINA \"A2\" (AUDHDG) ACC","01530":"三生制药","LU0326950275.SGD":"Schroder ISF China Opportunities A Acc SGD-H","LU0979878070.USD":"FULLERTON LUX FUNDS - ASIA ABSOLUTE ALPHA \"A\" (USD) ACC","LU0181495838.USD":"施罗德新兴亚洲A Acc","LU0456827905.SGD":"JPMorgan Funds - China A (acc) SGD","00013":"和黄医药","BK1587":"次新股","BK1574":"生物医药B类股"},"translate_title":"Changes in Hong Kong stocks | Innovative drugs are on the rise across the board. The 2025 World Lung Cancer Conference is about to be held. Institutions are optimistic about the valuation recovery potential of the innovative drug sector","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"159992":1,"02269":0.9,"06978":1,"01530":0.9,"03933":0.9,"00013":0.9,"02142":0.9,"01276":0.9},"content_text":"智通财经APP获悉，创新药全线上扬，截至发稿，三生制药(01530)涨9.55%，报33.04港元；和铂医药-B(02142)涨6.25%，报16.99港元；和黄医药(00013)涨5.81%，报24.76港元；联邦制药(03933)涨5.52%，报17.58港元；药明生物(02269)涨5.16%，报37.1港元；恒瑞医药(01276)涨2.95%，报83.75港元。消息面上，2025年世界肺癌大会(WCLC)将于9月6日至9日在西班牙巴塞罗那举行，多家创新药龙头均将在会议期间发布重磅新品，学术会议上的研究成果发布和交流将为创新药企业带来新的发展机遇和市场关注。机构看好创新药板块估值修复潜力，逻辑在于：2025年中报：创新药及其产业链表现亮眼；PD-(L)1/VEGF赛道，2025H2数据催化密集；多个BD预期有望年内兑现，全球市场打开增长空间。今年以来，我国创新药企BD出海常态化，1~7月，License out(专利授权出海)金额近800亿美元，同比增长超160%，8月份多家中国创新药公司继续公告大额专利授权交易。有分析认为，2025年中国创新药出海的本质是通过国别优势替代海外biotech的部分生态位，后续若海外开启一轮降息周期，投融资环境显著改善，全球创新药产业有望出现新的产业突破和“大药”，中美创新药产业将迎来一轮景气共振。中国创新药本轮深度参与全球产业链，将充分受益全球创新周期。","kind":"news","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"}}}