港股异动 | 中国同辐(01763)再涨超8% 诺华核药在华获批上市 有望点燃国内核医学行业热度

智通财经
Nov 12, 2025

智通财经APP获悉,中国同辐(01763)再涨超8%,年内股价累涨逾130%。截至发稿,涨7.94%,报24.48港元,成交额1302.97万港元。

消息面上,11月5日,诺华宣布其放射配体疗法(RLT)药物Pluvicto的两个适应症同时获得国家药监局批准。据悉,Pluvicto为诺华旗下的一款核药爆品。平安证券指出,Pluvicto的获批有望进一步点燃国内核医学行业热度,AD诊断核药有望随着治疗药物一同放量,建议关注国内在新核素和新靶点方面布局领先的企业,比如中国同辐等。

值得注意的是,10月31日,中国同辐发布碳同位素产品,标志我国在稳定同位素领域高端技术突破“卡脖子”难题,中国成为全球少数具备高丰度13CO气体和碳13尿素原料药生产能力的国家,公司成为完整掌握呼气试验产品全产业链的龙头企业。同日,公司正式启动稳定同位素基地二期项目建设。

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