港股詳情

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康方生物

90.850

-4.400-4.62%

成交量：650.72萬

成交額：5.94億

市值：836.73億

市盈率：-63.05

高：94.600

開：93.400

低：89.900

收：95.250

52周最高：156.000

52周最低：80.200

股本：9.21億

香港流通股本：9.21億

量比：2.47

換手率：0.71%

股息：- -

股息率：- -

每股收益(LYR):-1.441

淨資產收益率：-13.59%

總資產收益率：-4.57%

市淨率：8.44

市盈率(LYR):-63.05

市銷率: 20.75

資料載入中...

總覽公司新聞資訊公告

【券商聚焦】國金證券維持康方生物（09926）買入評級指核心產品放量加速

《大行》里昂降康方生物(09926.HK)目標價至177.8元上半年業績遜預期

阿斯达克财经

康方生物(09926)出現大手賣出22.3萬股，成交價$90.0，涉資2.007千萬

阿斯达克财经

異動解讀｜康方生物盤中下跌3.15%，中期業績不及預期疊加雙抗塌房爭議持續發酵

直擊業績會 | 康方生物董事長夏瑜回應「雙抗塌房了」爭議：不能因單一項目失利，直接否定整個賽道

每日经济新闻

港股異動丨康方生物跌超6% 中期收入及毛利不及預期

異動解讀｜康方生物盤中下跌6.32%，中期業績仍錄虧損疊加前兩日累漲後資金獲利回吐

康方生物(09926.HK)中期虧損為4.47億元按年收窄約24.0%

康方生物(09926.HK)發布中期業績收入按年增加27.92%至18.06億元

康方生物2026年中期財報：營收18.06億元，經調整淨虧損4.47億元

康方生物(09926)出現大手買入6.1萬股，成交價$100.0，涉資610萬

阿斯达克财经

康方生物盤中升逾6% 國信證券給予「優於大市」評級

創新藥概念局部走強翰森製藥（03692）漲15.00%、樂普生物（02157）漲2.64%

港股異動 | 康方生物(09926.HK)再升逾6% 依沃西聯合化療一線治療膽道癌III期達到主要終點

異動解讀｜康方生物盤中上漲3.03%，依沃西膽道癌III期達主要終點疊加中期業績發布日催化

【券商聚焦】國投證券：創新藥有望開啓新一輪高景氣周期

港股午評|恒生指數早盤漲0.68% 銅業板塊漲幅居前

康方生物盤中升逾9% 依沃西膽道癌III期研究成功

港股異動 | 康方生物(09926.HK)早盤升逾8% 依沃西膽道癌III期研究成功頭對頭擊敗度伐利尤

港股直擊｜創新藥股股價齊揚，隔夜美股公司Moderna股價飆升14%

老虎资讯综合

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上半年業績遜預期","url":"https://stock-news.laohu8.com/highlight/detail?id=2663027782","media":"阿斯达克财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2663027782?lang=zh_tw&edition=fundamental","pubTime":"2026-08-31 14:35","pubTimestamp":1788158100,"startTime":"0","endTime":"0","summary":"里昂发表报告指，康方生物(09926.HK) 上半年销售按年增长32.4%，净亏损按年收窄25.6%，两者均逊市场预期。该行在业绩后修订预测，并将目标价由180.9元下调至177.8元。维持“跑赢大市”评级。报告指，康方生物正推进一批新颖临床资源，包括第二代免疫肿瘤(I/O)及ADC产品组合、mRNA癌症疫苗，以及针对阿尔茨海默病的Aβ/TfR抗体。(ha/u)(港股报价延迟最少十五分钟。沽空资料截至 2026-08-31 12:25。)AASTOCKS新闻","market":"hk","thumbnail":"https://plib.aastocks.com/aafnnews/image/medialib/20230531145638513_s.jpg","type":0,"news_type":0,"thumbnails":["https://plib.aastocks.com/aafnnews/image/medialib/20230531145638513_s.jpg"],"rights":{"source":"aastocks_highlight","url":"http://www.aastocks.com/tc/stocks/news/aafn-con/NOW.1542128/latest-news/AAFN","rn_cache_url":null,"directOrigin":true},"property":["rate"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.aastocks.com/tc/stocks/news/aafn-con/NOW.1542128/latest-news/AAFN","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"aastocks_highlight","symbols":["09926"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2663715024","title":"康方生物(09926)出現大手賣出22.3萬股，成交價$90.0，涉資2.007千萬","url":"https://stock-news.laohu8.com/highlight/detail?id=2663715024","media":"阿斯达克财经","labels":["shareholding"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2663715024?lang=zh_tw&edition=fundamental","pubTime":"2026-08-31 13:00","pubTimestamp":1788152400,"startTime":"0","endTime":"0","summary":"[大手成交]康方生物(09926)在下午01:00出现大手卖出，成交量为22.3万，成交价为港币$90.0，涉资2.007千万。至目前为止，股价跌5.558%，今日最高价为$93.7，而最低价为$90.0，总成交量为806.679万股，总成交金额港币$7.369亿。","market":"hk","thumbnail":"https://plib.aastocks.com/aafnnews/image/medialib/20180205145550051_s.jpg","type":0,"news_type":0,"thumbnails":["https://plib.aastocks.com/aafnnews/image/medialib/20180205145550051_s.jpg"],"rights":{"source":"aastocks_highlight","url":"http://www.aastocks.com/tc/stocks/news/aamm-content/AAT2608314786/aamm-all-category","rn_cache_url":null,"directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.aastocks.com/tc/stocks/news/aamm-content/AAT2608314786/aamm-all-category","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"shareholding","news_rank":0,"length":0,"strategy_id":0,"source":"aastocks_highlight","symbols":["LU1961090484.USD","LU0348735423.USD","LU0348827113.USD","LU0540923850.HKD","LU2476274308.USD","IE00B5MMRT66.SGD","LU1794554557.SGD","KURE","LU0348784397.USD","LU0348783233.USD","LU0348767384.USD","IE00BPRC5H50.USD","LU2399975544.HKD","LU2476274720.SGD","LU2778985437.USD","LU1720050803.USD","LU0417516738.SGD","LU0561508036.HKD","BK1574","09926","BK1161","LU0348766576.USD","LU0417516902.SGD","IE00B543WZ88.USD","LU0348825331.USD","LU0417516571.SGD","LU0634319403.HKD","LU2488822045.USD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1182334336","title":"異動解讀｜康方生物盤中下跌3.15%，中期業績不及預期疊加雙抗塌房爭議持續發酵","url":"https://stock-news.laohu8.com/highlight/detail?id=1182334336","media":"行情直击","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1182334336?lang=zh_tw&edition=fundamental","pubTime":"2026-08-31 09:52","pubTimestamp":1788141126,"startTime":"0","endTime":"0","summary":"8月31日，康方生物盘中下跌3.15%，报91.0港元，成交额2.91亿港元，延续上一交易日逾5%的跌势。消息面上，公司此前发布中期业绩，上半年总收入18.06亿元，同比增长27.92%，期内亏损4.47亿元，同比收窄约24%，但仍未实现盈利，收入及毛利不及市场预期。此外，阿斯利康PD-1/CTLA-4双抗临床失败引发市场对双抗赛道的质疑，尽管公司董事长夏瑜在业绩会上回应称不同企业双抗分子结构存在本质区别，不能因单一项目失利否定整个赛道，但争议仍在发酵。","market":"hk","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":"康方生物盘中走低，中期业绩不及预期引发担忧","news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["09926"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2663011845","title":"直擊業績會 | 康方生物董事長夏瑜回應「雙抗塌房了」爭議：不能因單一項目失利，直接否定整個賽道","url":"https://stock-news.laohu8.com/highlight/detail?id=2663011845","media":"每日经济新闻","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2663011845?lang=zh_tw&edition=fundamental","pubTime":"2026-08-29 09:12","pubTimestamp":1787965961,"startTime":"0","endTime":"0","summary":"“网上出现‘双抗塌房了’这样的评论，我是挺无语的。”8月28日上午，港股创新药企康方生物召开了2026年中期业绩线上电话交流会。会上，有投资者问及阿斯利康PD-1/CTLA-4双抗临床失败，市场出现“双抗塌房了”的相关评论，康方生物董事长、CEO夏瑜对此作出直接回应。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"stock_eastmoney","url":"http://finance.eastmoney.com/a/202608293859117463.html","rn_cache_url":null,"directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://finance.eastmoney.com/a/202608293859117463.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stock_eastmoney","symbols":["IE00B5MMRT66.SGD","LU0348825331.USD","LU0417516902.SGD","LU0540923850.HKD","KURE","LU0634319403.HKD","LU0417516571.SGD","LU0348766576.USD","IE00BPRC5H50.USD","LU0348784397.USD","LU0348735423.USD","LU2476274308.USD","LU1720050803.USD","IE00B543WZ88.USD","LU0348827113.USD","LU2488822045.USD","LU0561508036.HKD","09926","LU0417516738.SGD","LU2476274720.SGD","BK1574","LU2778985437.USD","LU0348783233.USD","LU2399975544.HKD","LU0348767384.USD","LU1794554557.SGD","LU1961090484.USD","BK1161"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2662805333","title":"港股異動丨康方生物跌超6% 中期收入及毛利不及預期","url":"https://stock-news.laohu8.com/highlight/detail?id=2662805333","media":"中金财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2662805333?lang=zh_tw&edition=fundamental","pubTime":"2026-08-28 11:07","pubTimestamp":1787886421,"startTime":"0","endTime":"0","summary":"康方生物跌超6%，报94.75港元。康方生物公布截至6月底止中期业绩，股东应占亏损4.24亿元，去年同期亏损5.7亿元，每股亏损46分，不派息。期内，总收入18.06亿元，同比增27.92%；毛利13.4亿元，上升19.6%。","market":"us","thumbnail":" http://caiji.3g.cnfol.com/colect/202608/28/20260828841762.jpg","type":0,"news_type":0,"thumbnails":[" http://caiji.3g.cnfol.com/colect/202608/28/20260828841762.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://sc.stock.cnfol.com/gushizhibo/20260828/32351350.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"zhongjincaijing_highlight","symbols":["09926","IE00B543WZ88.USD","LU0634319403.HKD","BK1574","BK1161","LU2476274720.SGD","KCAI","LU0348825331.USD","BK4588","LU1961090484.USD","LU0417516738.SGD","LU0348766576.USD","LU0348783233.USD","LU2778985437.USD","KURE","LU0540923850.HKD","LU0561508036.HKD","LU0348827113.USD","LU1720050803.USD","BK4585","LU2476274308.USD","LU2488822045.USD","LU0417516902.SGD","LU2399975544.HKD","IE00B5MMRT66.SGD","LU0348784397.USD","LU1794554557.SGD","LU0348735423.USD","IE00BPRC5H50.USD","LU0417516571.SGD","LU0348767384.USD","VXUS"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1175900801","title":"異動解讀｜康方生物盤中下跌6.32%，中期業績仍錄虧損疊加前兩日累漲後資金獲利回吐","url":"https://stock-news.laohu8.com/highlight/detail?id=1175900801","media":"行情直击","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1175900801?lang=zh_tw&edition=fundamental","pubTime":"2026-08-28 09:31","pubTimestamp":1787880682,"startTime":"0","endTime":"0","summary":"8月28日，康方生物盘中下跌6.32%，报94.8港元，成交额5092.9万港元。消息面上，公司于8月27日盘后发布中期业绩，上半年营收18.06亿元人民币，同比增长27.92%，期内亏损4.47亿元，同比收窄24%，但仍未实现盈利。值得注意的是，公司此前连续两个交易日因依沃西胆道癌III期研究达主要终点及业绩预期催化累计上涨超14%，本次中报虽显示商业销售收入同比增28.65%、经营现金流转正至2.9亿元，但公司仍处于亏损阶段，市场在利好兑现后出现获利回吐压力。","market":"us","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":"康方生物盘中下跌，中期仍亏损引发获利回吐","news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["09926"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2662808658","title":"康方生物(09926.HK)中期虧損為4.47億元 按年收窄約24.0%","url":"https://stock-news.laohu8.com/highlight/detail?id=2662808658","media":"中金财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2662808658?lang=zh_tw&edition=fundamental","pubTime":"2026-08-27 22:27","pubTimestamp":1787840823,"startTime":"0","endTime":"0","summary":"格隆汇8月27日丨康方生物(09926.HK)发布截至2026年6月30日止六个月之中期业绩。2026年上半年，集团总收入为人民币18.06亿元，同比增长27.92%。集团的亏损为人民币4.47亿元，同比收窄约24.0%。每股基本亏损0.46元。\r\n\r\n　　集团收入的构成包括商业销售收入及商业授权收入。2026年上半年商业销售收入为人民币1,803.2百万元，2025年上半年为人民币1,401.6百万元，同比增长28.65%。2026年上半年商业授权收入为人民币2.5百万元。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://sc.stock.cnfol.com/gushizhibo/20260827/32350719.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"zhongjincaijing_highlight","symbols":["KURE","LU0348827113.USD","LU0348767384.USD","LU0561508036.HKD","LU0348766576.USD","LU1961090484.USD","LU2399975544.HKD","LU2476274308.USD","09926","LU0417516902.SGD","LU0417516571.SGD","LU2778985437.USD","IE00B5MMRT66.SGD","LU2476274720.SGD","LU0348784397.USD","LU2488822045.USD","LU0348783233.USD","LU0348735423.USD","LU0348825331.USD","BK1161","BK1574","LU0634319403.HKD","LU1720050803.USD","LU0540923850.HKD","LU1794554557.SGD","LU0417516738.SGD","IE00B543WZ88.USD","IE00BPRC5H50.USD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2662855620","title":"康方生物(09926.HK)發布中期業績 收入按年增加27.92%至18.06億元","url":"https://stock-news.laohu8.com/highlight/detail?id=2662855620","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2662855620?lang=zh_tw&edition=fundamental","pubTime":"2026-08-27 22:09","pubTimestamp":1787839794,"startTime":"0","endTime":"0","summary":null,"market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://www.zhitongcaijing.com/immediately.html?type=ganggu","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"live_zhitongcaijing","symbols":["BK1574","LU1961090484.USD","KURE","LU0348784397.USD","LU0417516571.SGD","LU0561508036.HKD","09926","LU2399975544.HKD","LU2488822045.USD","BK1161","LU0417516902.SGD","LU0417516738.SGD","LU0348766576.USD","LU0348825331.USD","LU0348767384.USD","LU0348827113.USD","LU1720050803.USD","LU0348783233.USD","LU0634319403.HKD","LU2476274720.SGD","LU0348735423.USD","IE00B543WZ88.USD","LU1794554557.SGD","LU0540923850.HKD","IE00B5MMRT66.SGD","LU2778985437.USD","LU2476274308.USD","IE00BPRC5H50.USD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1119205193","title":"康方生物2026年中期財報：營收18.06億元，經調整淨虧損4.47億元","url":"https://stock-news.laohu8.com/highlight/detail?id=1119205193","media":"公告速递","labels":["SGX"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1119205193?lang=zh_tw&edition=fundamental","pubTime":"2026-08-27 22:07","pubTimestamp":1787839625,"startTime":"0","endTime":"0","summary":"截至2026年6月30日，康方生物实现总收入18.06亿元，主要由核心商业销售带动。其中，商业销售收入为18.03亿元，同比增长28.65%；此外，商业授权收入约0.03亿元。报告期内，经调整净亏损4.47亿元，较去年同期的5.88亿元收窄了1.41亿元。经营活动所产生的现金流由去年同期的净流出转为净流入约2.90亿元，财务状况进一步改善。销售及营销费用为7.86亿元，费用率为43.56%，对比去年同期的47.80%有所下降。","market":"us","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":"康方生物2026年中期财报：营收18.06亿元，经调整净亏损4.47亿元","news_tag":"SGX","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["09926"],"isVideo":false,"video":null,"gpt_icon":1},{"id":"2662773747","title":"康方生物(09926)出現大手買入6.1萬股，成交價$100.0，涉資610萬","url":"https://stock-news.laohu8.com/highlight/detail?id=2662773747","media":"阿斯达克财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2662773747?lang=zh_tw&edition=fundamental","pubTime":"2026-08-27 14:10","pubTimestamp":1787811000,"startTime":"0","endTime":"0","summary":"[大手成交]康方生物(09926)在下午02:10出现大手买入，成交量为6.1万，成交价为港币$100.0，涉资610万。至目前为止，股价升6.104%，今日最高价为$100.2，而最低价为$93.95，总成交量为1.172千万股，总成交金额港币$11.498亿。","market":"fut","thumbnail":"https://plib.aastocks.com/aafnnews/image/medialib/20180416150431576_s.png","type":0,"news_type":0,"thumbnails":["https://plib.aastocks.com/aafnnews/image/medialib/20180416150431576_s.png"],"rights":{"source":"aastocks_highlight","url":"http://www.aastocks.com/tc/stocks/news/aamm-content/AAT2608275095/aamm-all-category","rn_cache_url":null,"directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.aastocks.com/tc/stocks/news/aamm-content/AAT2608275095/aamm-all-category","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"aastocks_highlight","symbols":["LU0348735423.USD","LU0348767384.USD","LU0348827113.USD","LU0417516738.SGD","LU0540923850.HKD","LU1720050803.USD","LU0634319403.HKD","IE00B5MMRT66.SGD","KURE","LU2488822045.USD","LU1794554557.SGD","LU0348766576.USD","BK1574","LU0348825331.USD","LU0417516902.SGD","LU2778985437.USD","LU1961090484.USD","LU0348783233.USD","LU0348784397.USD","LU0417516571.SGD","LU2476274308.USD","LU2476274720.SGD","BK1161","LU2399975544.HKD","09926","LU0561508036.HKD","IE00BPRC5H50.USD","IE00B543WZ88.USD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2662240147","title":"康方生物盤中升逾6% 國信證券給予「優於大市」評級","url":"https://stock-news.laohu8.com/highlight/detail?id=2662240147","media":"新浪港股","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2662240147?lang=zh_tw&edition=fundamental","pubTime":"2026-08-27 10:57","pubTimestamp":1787799420,"startTime":"0","endTime":"0","summary":"模拟交易客户端康方生物盘中涨超6%，截至发稿，股价上涨2.34%，现报96.40港元，成交额6.86亿港元。国信证券发布研报称，康方生物的核心产品依沃西在今年取得重要的临床进展，在HARMONi-6临床中取得显著的OS获益之后，此次HARMONi-GI1是首次在肺癌之外获得阳性结果的3期临床，进一步展示了依沃西在泛瘤种中的潜力和优势。康方生物具备全球化的研发能力，产品的大适应症在国内纳入医保预计将快速放量，维持盈利预测，给予“优于大市”评级。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":["rate"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://finance.sina.com.cn/stock/hkstock/marketalerts/2026-08-27/doc-iniptnuz5783320.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"sina","symbols":["09926","002736"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2662721761","title":"創新藥概念局部走強 翰森製藥（03692）漲15.00%、樂普生物（02157）漲2.64%","url":"https://stock-news.laohu8.com/highlight/detail?id=2662721761","media":"金吾财讯","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2662721761?lang=zh_tw&edition=fundamental","pubTime":"2026-08-27 10:13","pubTimestamp":1787796798,"startTime":"0","endTime":"0","summary":"金吾财讯 | 港股抗肿瘤板块盘初强势，截至发稿，翰森制药 涨15.00%，乐普生物涨2.64%，康方生物涨2.28%，石四药集团涨2.08%，同源康医药-B涨1.00%，荣昌生物涨0.87%。消息面上，2026年生物医药行业站在“十五五”开局与全球专利悬崖叠加的关键节点。上海证券认为，《国民健康“十五五”规划》、《全民医疗保障“十五五”规划》近期相继发布，政策明确发展目标及实施要求，全链条创新药械支持体系持续完善。","market":"fut","thumbnail":"https://static.szfiu.com/news/20241108/ODBhOTU0MzI3NjMwOTM5MjE=.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20241108/ODBhOTU0MzI3NjMwOTM5MjE=.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"1989649","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["KURE","LU0348766576.USD","LU0348735423.USD","LU1969619763.USD","IE00BPRC5H50.USD","LU0348783233.USD","BK1191","LU0417516902.SGD","02005","LU0417516738.SGD","159992","06978","LU2328871848.SGD","LU2399975544.HKD","LU2778985437.USD","LU2476274308.USD","LU2476274720.SGD","02410","09926","LNGR","LU0348784397.USD","LU1794554557.SGD","IE00B5MMRT66.SGD","BK1583","LU0348767384.USD","BK1589","IE00B543WZ88.USD","LU0634319403.HKD","LU1961090484.USD","BK1574","LU0417516571.SGD","BK1161","LU2460026573.USD","LU1720050803.USD","03692","LU2488822045.USD","MEDX","LU0348827113.USD","02157","IBBQ","LU0348825331.USD","09995","LU0561508036.HKD","LU0540923850.HKD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2662470721","title":"港股異動 | 康方生物(09926.HK)再升逾6% 依沃西聯合化療一線治療膽道癌III期達到主要終點","url":"https://stock-news.laohu8.com/highlight/detail?id=2662470721","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2662470721?lang=zh_tw&edition=fundamental","pubTime":"2026-08-27 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09:43","pubTimestamp":1787794985,"startTime":"0","endTime":"0","summary":"8月27日，康方生物盘中上涨3.03%，报97.05港元，成交额1.65亿港元。消息面上，公司于8月26日公告依沃西联合化疗对比度伐利尤联合化疗一线治疗晚期胆道癌的III期研究达到总生存期主要终点，取得统计学显著和重大临床获益的阳性结果，关键次要终点无进展生存期与客观缓解率亦全部达成，共入组682例受试者。该研究系首个在胆道癌领域展现OS显著优于全球标准疗法的III期临床试验，标志着依沃西从肺癌拓展至消化道肿瘤。","market":"hk","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":"康方生物盘中上涨，依沃西胆道癌III期达主要终点","news_tag":"dataReport,movement","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["09926"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2662729977","title":"【券商聚焦】國投證券：創新藥有望開啓新一輪高景氣周期","url":"https://stock-news.laohu8.com/highlight/detail?id=2662729977","media":"金吾财讯","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2662729977?lang=zh_tw&edition=fundamental","pubTime":"2026-08-27 09:29","pubTimestamp":1787794154,"startTime":"0","endTime":"0","summary":"金吾财讯 | 国投证券研究指，医药景气新周期背景下，国内创新药产业链加速崛起。近年国家多举措全链条支持创新药发展，叠加国内得天独厚的人才储备和研发效率等多维优势，国内创新药持续加速崛起且逐步具备全球竞争力。与此同时，海外MNC陆续面临专利悬崖困境，对外采购和扩充创新管线需求与日俱增，国内创新药企顺势而为，以海外授权BD等形式实现创新出海，创新药有望开启新一轮高景气周期。风险提示：产品研发及审批速度低于预期；产品降价超预期风险；海外BD授权不及预期风险；计算及假设不及预期风险。","market":"nz","thumbnail":"https://static.szfiu.com/news/20250109/YmQzNzBkZGZmOTg1MzM5MTQzMTA0Ng==.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20250109/YmQzNzBkZGZmOTg1MzM5MTQzMTA0Ng==.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"1989630","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["LU0359201612.USD","IE0008369823.USD","LU1770034418.SGD","LU0516422952.EUR","LU0634319403.HKD","BK1589","LU1226287875.USD","06185","01093","LU0455707207.USD","161027","06160","LU0348767384.USD","SG9999002562.SGD","LU0140636845.USD","LU0051755006.USD","02269","LU0307460666.USD","LU2242644610.SGD","LU0880133367.SGD","09688","SG9999004220.SGD","01177","LU1813983027.USD","LU1794554557.SGD","01877","01801","09926","LNGR","LU0463099449.HKD","LU0326950275.SGD","02142","LU0348783233.USD","IBBQ","MEDX","LU0314109678.HKD","09995","LU0417516738.SGD","LU1969619763.USD","LU0348825331.USD","159992","IE00BPRC5H50.USD","KURE","LU0516423091.SGD","LU1807302812.USD","LU0039217434.USD","06978","02616","KCE"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2662764165","title":"港股午評|恒生指數早盤漲0.68% 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依沃西膽道癌III期研究成功","url":"https://stock-news.laohu8.com/highlight/detail?id=2662769717","media":"新浪港股","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2662769717?lang=zh_tw&edition=fundamental","pubTime":"2026-08-26 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09:39","pubTimestamp":1787708343,"startTime":"0","endTime":"0","summary":"港股创新药股股价齐扬，云顶新耀升 8%，康方生物升 7%，药明巨诺升 5%，荣昌生物升 4%。消息面上，隔夜美股生物技术公司莫德纳(Moderna)股价飙升14%，此前巴克莱上调了其目标价，且投资机构Wolfe Research也看好该公司mRNA癌症疫苗的商业潜力。","market":"hk","thumbnail":"https://static.tigerbbs.com/85675909dc6c67ee0181339c18bcfdff","type":0,"news_type":0,"thumbnails":["https://static.tigerbbs.com/85675909dc6c67ee0181339c18bcfdff"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":true,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"movement","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["01952","09926","02126"],"isVideo":false,"video":null,"gpt_icon":0}],"pageSize":20,"totalPage":10,"pageCount":4,"totalSize":200,"code":"91000000","status":"200"}]}}