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板塊異動 | 康方生物-B漲超9%、沛嘉醫療-B漲超4%,中金預計8家"B"股有望納入港股通

uSMART盈立智投12月3日消息,週四港股,未盈利生物科技"B"股出現反彈行情,截至13:30分,康方生物-B漲超9%,嘉和生物-B漲超8%,歐康維視生物-B漲超5%,沛嘉醫療-B漲超4%,康希諾生物-B、諾誠健華-B、德琪醫藥-B漲超2%。

消息面上,此前,上海證券交易所、深圳證券交易所和港交所就同步擴大滬深港通股票範圍的相關措施安排達成共識,其中包括在港上市的生物科技公司納入港股通標的範圍的安排。

據中金統計,截至今年12月1日,已有26家生物科技公司根據18A標準在港交所掛牌上市;並且,截至今年12月1日,恆指公司目前已將其中8家未盈利的生物科技股納入相關恆生綜合指數。該行認爲,這8家未盈利生物科技股有望在此次擴大範圍中實現率先納入,並且本次滬深港通股票覆蓋範圍的擴大,或有助於將更多符合條件未盈利生物科技公司納入滬深港通。

中金預計一個月後有望納入港股通的公司,包括康希諾生物B(06185)、啓明醫療B(02500)、康寧傑瑞製藥B(09966)、亞盛醫藥B(06855)、諾誠健華B(09969)、康方生物B(09926)、沛嘉醫療B(09996)、再鼎醫藥SB(09688)。

中金指出,中資生物科技股流動性有望得到提升,將有助於擴大優質標的市場影響力。

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