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永泰生物-B

4.800

+0.3507.87%

成交量：68.10万

成交额：321.17万

市值：24.70亿

市盈率：-6.88

高：4.830

开：4.480

低：4.480

收：4.450

数据加载中...

总览公司新闻资讯公告

中证沪港深创新药产业指数下跌0.57%，前十大权重包含药明康德等

中证创新药30指数下跌0.25%，前十大权重包含恒瑞医药等

海通证券：以商保丙类目录的设立为标志性时间节点有望催化创新药市场

朱同玉委员：创新药研发周期长投资高，期待更多金融和政策支持

朱同玉委员：创新药研发周期长投资高期待更多金融和政策支持

联邦制药附属公司创新药UBT251注射液获FDA批准开展II期临床试验

【海通证券：DeepSeek时刻，关注创新药和AI医疗的机会】海通证券认为，DeepSeek带来了市场对AI行业的关注，有较强的数据整合实力的应用公司是这一轮AI+医药的关注点，需要考虑创造新场景以及原有需求下降本增效的商业可能的路径，建议关注在医疗入口级创造新场景的公司。海通证券认为，随着全链条支持创新药产业发展的政策提出，各种配套政策也在陆续落地，展望未来，一方面期待政策为真创新的药物提供良好的发展空间，另一方面看好医保局和商保公司的协作，通力打造1+3+n的多层次医疗保障体系，打开支付端新空间，建议关注产业链的机会。海通证券认为，消费需求边际回暖，建议关注板块龙头。综上，在3月月度组合的配置上，重点关注创新药/CXO（创新药产业链）、医疗服务（消费+AI）、互联网医疗（AI）的相关机会。

【大会发言人刘结一：大力推动新质生产力发展是全国政协议政建言重要着力点】在今日全国政协十四届三次会议新闻发布会上，刘结一表示，大力推动新质生产力发展是全国政协议政建言重要着力点。盯住如何推动新质生产力出实招。密切跟踪国际前沿动态，深入科研院所和企业一线调研科技成果转化、区域科创中心建设、创新药研发等课题。聚焦数据要素市场、人工智能应用等主题深度协商座谈，分析促进新质生产力发展的途径和体制机制保障，提出针对性、前瞻性对策建议，得到主管部门重视和采纳。政协委员中的名家、大家、专家举办8场“委员科学讲堂”，面向公众讲授通用人工智能、纳米科技前沿与产业化等科普知识，营造推进新质生产力的科学氛围。新质生产力是高质量发展的强大引擎。全国政协将持续发挥自身优势，让新质生产力释放出更加强劲的动力。

大会发言人刘结一：大力推动新质生产力发展是全国政协议政建言重要着力点

国金证券：创新药关注重要行业会议业绩窗口期关注经营反转

国泰君安：国产创新药全球竞争力凸显经营拐点临近

华润医药(03320.HK)参股公司细胞免疫治疗产品获准向内地提交附条件批准申请

阿斯达克财经

【经济日报：商业健康保险药品目录建设提速】日前，中国保险行业协会组织召开主题座谈会，就推进行业商业健康保险药品目录体系建设汇集行业意见。来自人保健康、太保寿险、太平人寿、平安健康、中再寿险等多家保险公司的代表出席会议，就目录建设相关事项参与交流研讨。随着医疗技术的不断进步，特别是创新药和创新医疗器械的不断涌现，人民群众对高质量医疗服务的需求也日益增长。不过，创新药的高昂价格成为消费者获取新治疗手段的一大障碍。为了破解这一难题，多部门携手推动商业健康保险药品目录建设，旨在以制度创新破解商业医疗保险服务与群众需求不匹配的难题，切实提升广大消费者对多层次医疗保障的获得感、安全感和幸福感。

永泰生物-B盘中异动早盘股价大涨11.54%

永泰生物-B (06978) 计划将于近期提交关于 EAL 的新药上市申请

智通财经网

华泰证券：短期扰动不改港股中期重估趋势

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14:18","pubTimestamp":1741069112,"startTime":"0","endTime":"0","summary":"商保丙类目录的设立将打破目前非国谈、集采药入院难的痛点，并给予符合条件的创新药小幅度降价或者不降价的入院权利，进入丙目录的单药若有足够的创新性、有效性，其销售峰值可能会与基本医保单药拉开显著差距。同期，新冠疫情激发了内需。考虑加强参保和延迟退休、职工缴费率、财政补贴的调节空间，预计基本医保的收入增速将长期快于GDP增速。美国商保支付占医疗费的比例是31%，其创新药价格是全球平均水平的4倍。","market":"sh","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://www.zhitongcaijing.com/content/detail/1257399.html","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":"stock_zhitongcaijing","symbols":["BK0188","BK0012","06978","600837","159992","BK0183","BK1161","06837","BK0028","BK0276","BK0070","BK1564","BK1574","BK1147"],"gpt_icon":0},{"id":"2516615527","title":"朱同玉委员：创新药研发周期长投资高，期待更多金融和政策支持","url":"https://stock-news.laohu8.com/highlight/detail?id=2516615527","media":"美港电讯","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2516615527?lang=zh_cn&edition=fundamental","pubTime":"2025-03-04 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11:51","pubTimestamp":1741060260,"startTime":"0","endTime":"0","summary":"　　2025年全国两会即将召开。作为一名来自医疗领域的全国政协委员，复旦大学上海医学院副院长朱同玉此次参会关注的议题，涵盖了生物医药创新、提高生育力、抗生素耐药等。　　朱同玉还遇到过一名科学家，创办了一家生物医药公司，正在研发罕见病领域的一款新药，并且已经进入了II期临床试验，现有临床数据显示，初步疗效甚至大幅度超过了国际上同类药品。","market":"other","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"sina","url":"https://finance.sina.com.cn/money/bank/bank_hydt/2025-03-04/doc-inenncvt5585171.shtml","rn_cache_url":null,"customStyle":"body{padding-top:10px;}.art_tit_h1{#titleStyle#}a{#lv2TextColor#}.art_time, .art_cite{#sourceStyle#;} .art_cite{margin-left: 3px;}","selectors":".module-article, article","filters":"header, .voice2, .tags, #norm_qrcode_link_auto, .unfold-box, 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15:22","pubTimestamp":1740986537,"startTime":"0","endTime":"0","summary":"智通财经APP获悉，国金证券发布研报称，建议继续贯彻AI医药+创新药2025年医药投资两大布局主线。国金证券主要观点如下：本周医药板块AI板块出现回落，而创新药表现较好。此外，近期A股和港股医药企业即将进入年报窗口，预计年报一季报后医药板块有望迎来行业整体性业绩反转，如果创新药和AI医药板块标的能与业绩反转结合，则具备更强投资价值。CXO及上游业绩快报相继发布，企业经营逐渐企稳。","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://www.zhitongcaijing.com/content/detail/1256835.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_zhitongcaijing","symbols":["BK0028","159992","06978","BK0201","BK0188","BK1574","BK0276","BK1161","600109","BK0183","BK0012"],"gpt_icon":0},{"id":"2516577974","title":"国泰君安：国产创新药全球竞争力凸显 经营拐点临近","url":"https://stock-news.laohu8.com/highlight/detail?id=2516577974","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2516577974?lang=zh_cn&edition=fundamental","pubTime":"2025-03-03 14:00","pubTimestamp":1740981619,"startTime":"0","endTime":"0","summary":"国泰君安主要观点如下：全球竞争力凸显，经营扭亏拐点临近国产创新药逐渐展现出全球竞争力：据医药魔方统计，2024年在中国首发获批的新药达39款，占全球近40%，全球在研first in class新药中的国产品种占比已达24%，中国企业全年license-out交易的首付款和总金额分别达41亿和519亿美元。安徽省医保局发文将牵头2025年全国生物药品联盟集采，或将包括生物类似药。","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://www.zhitongcaijing.com/content/detail/1256802.html","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":"stock_zhitongcaijing","symbols":["BK0188","BK1191","LU0588546209.SGD","06990","LU1794554557.SGD","BK0276","BK1500","LU0196878994.USD","06160","LU0348783233.USD","159992","IE00B5MMRT66.SGD","BK0012","BK0184","BK1587","BK1564","01801","601211","09969","LU0417516571.SGD","IE00BPRC5H50.USD","00013","BK1574","BK1583","LU0307460666.USD","09926","LU2328871848.SGD","BK0201","LU0348784397.USD","02611","IE00B543WZ88.USD","BK0028","BK0183","BK1161","BK1588","LU1720050803.USD","BK1589","LU1969619763.USD","LU2488822045.USD","06978","BK1147"],"gpt_icon":0},{"id":"2516579588","title":"华润医药(03320.HK)参股公司细胞免疫治疗产品获准向内地提交附条件批准申请","url":"https://stock-news.laohu8.com/highlight/detail?id=2516579588","media":"阿斯达克财经","labels":["productRelease"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2516579588?lang=zh_cn&edition=fundamental","pubTime":"2025-03-03 12:14","pubTimestamp":1740975240,"startTime":"0","endTime":"0","summary":"华润医药公布，集团参股公司永泰生物制药的核心产品候选药物EAL近期取得重要进展。据永泰生物与国家药监局药品审评中心的沟通，药品审评中心已同意永泰生物可为其核心产品候选药物EAL提交附条件批准申请。华润医药表示，集团将继续与永泰生物合作，共同开发中国细胞免疫治疗市场，推进行业标准建立及双方业务协同发展。","market":"sh","thumbnail":"https://plib.aastocks.com/aafnnews/image/medialib/20210624132644319_s.jpg","type":0,"news_type":0,"thumbnails":["https://plib.aastocks.com/aafnnews/image/medialib/20210624132644319_s.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.aastocks.com/tc/stocks/news/aafn-con/NOW.1421563/latest-news/AAFN","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"productRelease","news_rank":0,"length":0,"strategy_id":0,"source":"aastocks_highlight","symbols":["03320","06978","BK1574","BK1191","BK1570","BK1161"],"gpt_icon":0},{"id":"2516357583","title":"【经济日报：商业健康保险药品目录建设提速】日前，中国保险行业协会组织召开主题座谈会，就推进行业商业健康保险药品目录体系建设汇集行业意见。来自人保健康、太保寿险、太平人寿、平安健康、中再寿险等多家保险公司的代表出席会议，就目录建设相关事项参与交流研讨。随着医疗技术的不断进步，特别是创新药和创新医疗器械的不断涌现，人民群众对高质量医疗服务的需求也日益增长。不过，创新药的高昂价格成为消费者获取新治疗手段的一大障碍。为了破解这一难题，多部门携手推动商业健康保险药品目录建设，旨在以制度创新破解商业医疗保险服务与群众需求不匹配的难题，切实提升广大消费者对多层次医疗保障的获得感、安全感和幸福感。","url":"https://stock-news.laohu8.com/highlight/detail?id=2516357583","media":"金融界","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2516357583?lang=zh_cn&edition=fundamental","pubTime":"2025-03-03 11:22","pubTimestamp":1740972155,"startTime":"0","endTime":"0","summary":"日前，中国保险行业协会组织召开主题座谈会，就推进行业商业健康保险药品目录体系建设汇集行业意见。来自人保健康、太保寿险、太平人寿、平安健康、中再寿险等多家保险公司的代表出席会议，就目录建设相关事项参与交流研讨。随着医疗技术的不断进步，特别是创新药和创新医疗器械的不断涌现，人民群众对高质量医疗服务的需求也日益增长。不过，创新药的高昂价格成为消费者获取新治疗手段的一大障碍。为了破解这一难题，多部门携手推动商业健康保险药品目录建设，旨在以制度创新破解商业医疗保险服务与群众需求不匹配的难题，切实提升广大消费者对多层次医疗保障的获得感、安全感和幸福感。","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":"https://24h.jrj.com.cn/2025/03/03112248479062.shtml","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":"jinrongjie_stock","symbols":["159992","BK1247","159891","01833","BK1515","09997","BK1571","BK1100","BK1574","BK1583","BK1142","BK1161","BK1219","09996","06978","159883","BK1222"],"gpt_icon":0},{"id":"2516524715","title":"永泰生物-B盘中异动 早盘股价大涨11.54%","url":"https://stock-news.laohu8.com/highlight/detail?id=2516524715","media":"市场透视","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2516524715?lang=zh_cn&edition=fundamental","pubTime":"2025-03-03 09:30","pubTimestamp":1740965436,"startTime":"0","endTime":"0","summary":"2025年03月03日早盘09时30分，永泰生物-B股票出现波动，股价大幅上涨11.54%。永泰生物-B股票所在的生物技术行业中，整体涨幅为0.34%。其相关个股中，永泰生物-B、再鼎医药、科济药业-B涨幅较大，振幅较大的相关个股有永泰生物-B、乐普生物-B、腾盛博药-B，振幅分别为6.79%、4.11%、3.13%。永泰生物-B公司简介：永泰生物制药有限公司是一家主要从事用于治疗癌症的细胞免疫产品的研发、制造及商业化业务的中国投资控股公司。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250303093036abe53179&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, 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发布公告，更新其核心产品候选药物EAL®的最新进展。根据近期与中国国家药品监督管理局药品审评中心(CDE)的沟通，CDE已同意公司提交EAL®的附条件批准申请。EAL®是一种广谱性细胞免疫治疗产品，主要用于癌症治疗，具有超过十年的临床应用历史。该产品通过专利方法从患者自体外周血中提取T细胞，经过活化、扩增培育而成，主要活性成分为CD8+杀伤性T细胞。截至目前，公司已完成EAL®的II期临床试验。\n\n\n\n海量资讯、精准解读，尽在新浪财经APP","market":"other","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://finance.sina.com.cn/stock/hkstock/ggscyd/2025-03-03/doc-ineniqhq9483733.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"productRelease","news_rank":0,"length":0,"strategy_id":0,"source":"sina","symbols":["BK1574","06978","BK1161"],"gpt_icon":0},{"id":"2516052521","title":"华泰证券：短期扰动不改港股中期重估趋势","url":"https://stock-news.laohu8.com/highlight/detail?id=2516052521","media":"美港电讯","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2516052521?lang=zh_cn&edition=fundamental","pubTime":"2025-03-03 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