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熱點掃描 | 醫藥外包概念走弱,藥明生物、藥明康德跌超6%

uSMART盈立智投5月5日消息,截止發稿,港股三大指數齊漲,恆生指數上漲0.7%,報21018.64點,成交額541.19億;國企指數上漲0.9%,報7204.09點,成交額209.24億;紅籌指數上漲0.03%,報3934.28.點,成交額27.19億。

手遊股齊漲,嗶哩嗶哩漲超5%,飛魚科技漲近5%,金山軟件漲超%,中手遊、心動公司跟漲;

黃金及貴金屬板塊漲幅居前,紫金礦業漲超2%,中國白銀集團、山東黃金漲近2%,中國黃金國際漲1.59%;

電力股普跌,華能國際電力股份、華潤電力跌逾2%,中國電力跌1.3%,大唐發電、華電國際電力股份跟跌;

醫藥外包概念持續走弱,藥明生物、藥明康德跌超6%,昭衍新藥跌3%,康龍化成跌超2%,維亞生物、金斯瑞生物科技跌逾1%;

航空股走勢分化,美蘭空港、國泰航空漲近3%,中國國航跌2.24%,中國南航、中國東航跌超1%;

熱門股

新華製藥拉昇漲8.64%,報7.17港元,成交額放大至7897萬港元,總市值48億港元。新華製藥A股目前錄得5連板漲停,股價創逾12年新高價。4月27日,公司與真實生物簽署《戰略合作協議》,成功奪取阿茲夫定產銷權,業內指或迎來新利潤增長點。值得注意的是,此前一季報數據顯示,淨利潤同比大降99.99%至1.09億元;

長飛光纖光纜快速拉昇漲近4%,現報11.06港元。瑞信研報指,上調公司2022-24年每股盈利預測1%-2%,以反映一季表現勝於預期和較好營運開支,看好行業情緒改善、多元化策略、新業務貢獻和風險回報,目標價由13.4港元至13.6港元,維持跑贏大市評級。

百濟神州漲2.54%,報98.9港元,總市值1345億港元。該公司昨日宣佈中國國家藥品監督管理局(NMPA)已批準倍利妥(注射用貝林妥歐單抗,BLINCYTO)用於治療兒童復發或難治性(R/R)CD19陽性的前體B細胞急性淋巴細胞白血病(ALL)。此前,倍利妥已於2020年12月獲得NMPA附條件批準,用於治療這一適應症的成人患者。

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