周二（2月10日），A股窄幅震荡，科创板表现亮眼，字节Seedance2.0爆火出圈，AI应用、算力芯片全线活跃，科创人工智能ETF华宝 （589520）场内继续猛攻近2%，科创芯片ETF华宝（589190）场内继续反弹逾1%。 港股方面，医药医疗绝地反弹，创新药纯度100%的港股通创新药ETF（520880）场内摸高3.86%，收涨2.9%收复20日线，放量成交5.9亿元； CXO含量较高的港股通医疗ETF华宝（159137）场内涨2.1%豪取六连阳。 | 序号 代码 | | ਤੇ 2 ਜ 名称 | 现价 | 涨跌幅 | 成交额 | | --- | --- | --- | --- | --- | --- | | 7 | 520880 | 跨 港股通创新药ETF T+0 | 0.533 | 2.90% | 5.90亿 | | 2 | 159137 | 度 港股通医疗ETF华宇 T+0 | 1.019 | 2.10% | 6557.82万 | | 3 | 589520 | 主 科创人工智能ETF华宇 | 0.676 | 1.81% | 4048.83万 | | 4 | 589190 | 主 科创芯片ETF华宇 ...

科创创新药ETF汇添富（589120）标的指数成分股多数冲高，荣昌生物、百利天恒涨超5%，百济神州涨超4%，泽璟制药、博瑞医药等涨幅居前， 特宝生物、益方生物等小幅回调。 【科创创新药ETF汇添富（589120）标的指数前十大成分股】 | 序号 | 代码 | 名称 | 申万一级行业 | 涨跌幅 | 估算权重 | | --- | --- | --- | --- | --- | --- | | 1 | 688235 | J-Z**KD | 医药生物 | 4.04% | 10.43% | | 2 | 688578 | 艾力斯 | 医药生物 | 0.82% | 9.10% | | 3 | 688506 | 百利天恒 | 医药生物 | 5.10% | 7.89% | | র্ব | 688180 | 君实生物-U | 医药生物 | 1.10% | 6.70% | | 5 | 688331 | 荣昌生物 | 医药生物 | 5.51% | 6.35% | | 6 | 688266 | 泽昌制药-U | 医药生物 | 3.74% | 6.07% | | 7 | 688166 | 博瑞医药 | 医药生物 | 2.27% | 4 ...

医药生物 2026 年 02 月 08 日 投资评级：看好（维持） 行业走势图 数据来源：聚源 -19% -10% 0% 10% 19% 29% 38% 2025-02 2025-06 2025-10 医药生物 沪深300 ——行业周报 | 余汝意（分析师） | 聂媛媛（联系人） | 刘艺（联系人） | | --- | --- | --- | | yuruyi@kysec.cn | nieyuanyuan@kysec.cn | liuyi1@kysec.cn | | 证书编号：S0790523070002 | 证书编号：S0790124050002 | 证书编号：S0790124070022 | 中国创新药国际化跨越：从"规模积累"走向"价值释放" 2017 至 2026 年是国产药企实力获全球认可的"黄金十年"。中国创新药 License-out 交易总包从 2017 年的 25.62 亿美元飙升至 2025 年的 1402.74 亿美元，实现指数级跨 越。2026 年以重磅 BD 强势开年，年初 License-out 交易首付款总额已超 2025 年的 39%，总包总额已达 2025 年的 22%，充分 ...

医药生物 2026 年 02 月 08 日 投资评级：看好（维持） 行业走势图 数据来源：聚源 -19% -10% 0% 10% 19% 29% 38% 2025-02 2025-06 2025-10 医药生物 沪深300 相关研究报告 《业绩为王，继续重点推荐创新药产 业链板块性机会 — 行 业 周 报 》 -2026.1.18 加速出海叠加商业化兑现，创新药行业持续向上 ——行业周报 | 余汝意（分析师） | 聂媛媛（联系人） | 刘艺（联系人） | | --- | --- | --- | | yuruyi@kysec.cn | nieyuanyuan@kysec.cn | liuyi1@kysec.cn | | 证书编号：S0790523070002 | 证书编号：S0790124050002 | 证书编号：S0790124070022 | 中国创新药国际化跨越：从"规模积累"走向"价值释放" 2017 至 2026 年是国产药企实力获全球认可的"黄金十年"。中国创新药 License-out 交易总包从 2017 年的 25.62 亿美元飙升至 2025 年的 1402.74 亿美元，实现指数级跨 越 ...

证券日报网讯 2月3日，艾力斯发布公告称，公司自主研发的1类小分子靶向药甲磺酸伏美替尼片用于 EGFR20号外显子插入突变NSCLC二线治疗适应症注册申请状态已更新为"审批完毕-待制证"，该适应症 适用于既往含铂化疗进展或不耐受且检测确认EGFR20号外显子插入突变的局部晚期或转移性NSCLC成 人患者，II期临床显示ORR44.3%、中位PFS8.3个月、中位OS22.9个月，有望扩大患者覆盖并提升销 售。 （文章来源：证券日报） ...

| 药品名称 | 甲磺酸伏美替尼片 | | --- | --- | | 申报事项 | 境内生产药品注册上市许可 | | 药品注册分类及子类 | 化学药品 类 2.4 | | 加快注册上市程序 | 优先审评审批程序 | | 受理号/备案号 | CXHS2500084 | | 获批适应症 | 本品适用于既往经含铂化疗治疗时或治疗后出现疾病 进展，或不耐受含铂化疗，并且经检测确认存在表皮生 | | | 长因子受体（EGFR）20 号外显子插入突变的局部晚期 | | | 或转移性 的成人患者。 NSCLC | 证券代码：688578 证券简称：艾力斯 公告编号：2026-002 上海艾力斯医药科技股份有限公司自愿披露 关于甲磺酸伏美替尼片EGFR 20号外显子插入突变NSCLC 二线治疗适应症药品注册进展的公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述 或者重大遗漏，并对其内容的真实性、准确性和完整性依法承担法律责任。 上海艾力斯医药科技股份有限公司（以下简称"公司"）近日从国家药品监 督管理局（以下简称"国家药监局"）药品业务应用系统查询获悉，公司提交的 甲磺酸伏美替尼片EGFR 20号外 ...

截至2026年2月3日 10:48，中证医药及医疗器械创新指数(931484)成分股方面涨跌互现，爱美客领涨 2.18%，新产业上涨1.94%，东阿阿胶上涨1.71%；海思科领跌。医疗创新ETF(516820)最新报价0.35元。 数据显示，截至2026年1月30日，中证医药及医疗器械创新指数(931484)前十大权重股分别为药明康 德、迈瑞医疗、恒瑞医药、爱尔眼科、片仔癀、新和成、华东医药、康龙化成、艾力斯、甘李药业，前 十大权重股合计占比63.9%。 风险提示：基金有风险，投资需谨慎。基金管理人承诺以诚实信用、勤勉尽责的原则管理和运用基金资 产，但不保证本基金一定盈利，也不保证最低收益。基金管理人提醒投资人基金投资的"买者自负"原 则，在做出投资决策后，基金运营状况与基金净值变化引致的投资风险，由投资人自行负担。基金的过 往业绩及其净值高低并不预示其未来业绩表现，基金管理人管理的其他基金的业绩不构成对本基金业绩 表现的保证。投资人购买基金，既可能按其持有份额分享基金投资所产生的收益，也可能承担基金投资 所带来的损失。投资人应当认真阅读《基金合同》《招募说明书》等基金法律文件，全面认识本基金的 风险收益特征 ...

Investment Rating - The report gives a "Buy" rating for the company, indicating a positive outlook for its stock performance in the next 12 months [9]. Core Insights - The company is expected to achieve a revenue of 5.2 billion yuan in 2025, representing a year-on-year increase of 46.15%, and a net profit of 2.15 billion yuan, up 50.37% from the previous year [2][9]. - The growth is primarily driven by the company's focus on precision treatment for lung cancer, particularly through its commercialized product, Furmetinib, which has gained recognition in the industry [2][3]. - The company has optimized resource allocation and leveraged synergies among its commercial products, contributing to sustained operational performance [2]. Financial Projections - Revenue projections for 2025-2027 are 5.2 billion, 6.395 billion, and 8.193 billion yuan, with growth rates of 46.2%, 23.0%, and 28.1% respectively [9][10]. - Net profit estimates for the same period are 2.15 billion, 2.461 billion, and 3.187 billion yuan, with growth rates of 50.3%, 14.5%, and 29.5% respectively [9][10]. - Earnings per share (EPS) are projected to be 4.78, 5.47, and 7.08 yuan for 2025, 2026, and 2027, respectively [9][10]. Product Development and Market Strategy - The company is actively conducting multiple clinical trials for Furmetinib, targeting various lung cancer mutations, which are expected to provide growth momentum for its commercialization [3][4]. - The collaboration with ArriVent to develop Furmetinib for rare mutations is progressing well, with ongoing global Phase III clinical trials [3][4]. - The company has strengthened its commercialization capabilities, with a marketing team of over 1,400 covering 31 provinces and more than 5,000 hospitals [8]. Regulatory and Market Access - Furmetinib, along with other products like Goretinib and Pralsetinib, has been included in the new national medical insurance catalog, effective January 1, 2026, enhancing market access [8][9]. - The company has successfully negotiated with the National Healthcare Security Administration to include its products in the insurance directory, which is expected to boost sales [8].

Investment Rating - The report gives a "Buy" rating for the company, indicating a positive outlook for its stock performance in the next 12 months [9]. Core Insights - The company is expected to achieve a revenue of 5.2 billion yuan in 2025, representing a year-on-year increase of 46.15% [2]. - The net profit attributable to shareholders is projected to be 2.15 billion yuan, reflecting a growth of 50.37% compared to the previous year [2]. - The growth is primarily driven by the company's focus on precision treatment for lung cancer, particularly through its commercialized product, Furmetinib, which has gained recognition in the industry [2]. - The company has optimized resource allocation and leveraged synergies among its commercial products, contributing to sustained operational performance [2]. Financial Projections - Revenue projections for 2025, 2026, and 2027 are 5.2 billion, 6.395 billion, and 8.193 billion yuan, respectively, with growth rates of 46.2%, 23.0%, and 28.1% [10]. - Net profit forecasts for the same years are 2.15 billion, 2.461 billion, and 3.187 billion yuan, with growth rates of 50.3%, 14.5%, and 29.5% [10]. - Earnings per share (EPS) are expected to be 4.78, 5.47, and 7.08 yuan for 2025, 2026, and 2027, respectively [10]. Product Development and Market Strategy - The company is actively conducting multiple clinical trials for Furmetinib, targeting various indications in non-small cell lung cancer (NSCLC), which is expected to provide growth momentum for its commercialization [3][4]. - The collaboration with ArriVent to develop Furmetinib for rare mutations in NSCLC is progressing well, with ongoing global Phase III clinical trials [3]. - The company has introduced additional products, such as Goretinib and Pralsetinib, enhancing its portfolio in the lung cancer treatment market [5][9]. Market Position and Competitive Advantage - The company has strengthened its commercialization capabilities, with a marketing team of over 1,400 personnel covering 31 provinces and more than 5,000 hospitals [8]. - All core products, including Furmetinib, Goretinib, and Pralsetinib, have been included in the new national medical insurance directory, effective January 1, 2026, which is expected to enhance market accessibility [8][9].

公告中指出，业绩增长主要得益于其商业化产品在肺癌精准治疗领域的成功推广，以及国家医保政策的 支持，使得核心产品销售收入持续增长。此外，公司优化资源配置和产品间的协同效应也推动了经营业 绩的提升。 近日，艾力斯发布公告，公司预计2025年度实现营业收入52亿元，同比增加46.15%。同时，预计归母 净利润为21.5亿元，同比增加50.37%。归母净利润扣除非经常性损益后预计为20亿元，同比增加 46.95%。 ...