港股异动 | 基石药业-B(02616)盘中涨超6% GIC近期再度增持基石药业股份 持股比例已超8%

智通财经
Jan 07

智通财经APP获悉,基石药业-B(02616)盘中涨超6%,截至发稿,涨6.36%,报5.69港元,成交额3944.46万港元。

消息面上,香港联交所资料显示,2025年12月23日,新加坡政府投资公司(GIC)增持基石药业90.45万股,总金额约为528.92万港元。增持后,GIC最新持股数目增至约1.19亿股,持股比例达8.06%。值得注意的是,自2025年8月18日GIC首次披露持有基石药业5.49%股份后,其加仓动作从未间断:10月13日、11月10日两度增持披露后,持股比例升至7.11%,直至本次披露的持股比例增至8.06%。

平安证券研报指出,基石药业以临床开发为引擎,研发1.0阶段商业化产品贡献可靠现金流量,研发2.0阶段项目创新布局研发管线及前沿技术,核心品种已迈入临床试验阶段且后续将持续推进候选项目进入临床,预计2025-2027年公司实现收入1.95/4.64/6.33亿元,首次覆盖给予“推荐”评级。

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