B[AI pharmaceuticals and CRO concepts pick up in the afternoon, Berry Genetics 6 days and 3 boards] On October 9th, AI pharmaceuticals and CRO concepts picked up in the afternoon, Berry Genes went straight up to the daily limit, out of 6 days and 3 boards, Technomax rose by more than 10%, Jinshi Yaoyao, Tuojing Life, InnoCare, Shenzhou Cells, etc. quickly surged higher. According to the news, Isomorphic Labs, an AI drug research and development start-up, is advancing preliminary negotiations for a new round of financing. The post-investment valuation of this round is at least US$40 billion, and is expected to reach a maximum of US$50 billion. A[Bidding to see the leader] On October 8th, the market focus stock Xinhua Media (7 boards) opened at the bidding limit, the pharmaceutical sector Nanhua Biotechnology (5 boards in 9 days) opened higher by 0.40%, Berry Gene (2 boards in 4 days) opened at the bidding limit, the robot concept stock Xiangyang Bearing (4 boards) opened higher by 0.85%, Joyoung (3 boards) opened at the bidding limit, and the dye sector Shanshui Technology (3rd board of GEM) opened 14.11% higher, Yabang Shares (2nd board) opened 0.74% higher, the real estate sector Shenzhen Property A (3rd board) opened 0.41% lower, the battery industry chain's Era Wanheng (3rd board) opened flat, Zizhu Hi-Tech (2nd board) bid at the daily limit, and the large consumer sector Juneyao Health (2nd board) opened 0.14% higher. B[Analysis of listed stocks on September 30: The promotion rate of listed stocks is 60%. Shanshui Technology 20cm3 continuous board] A total of 52 stocks hit the daily limit today, and the total number of listed stocks is 12, including 6 stocks with three consecutive boards and above. On the previous trading day, there were a total of 10 listed stocks, and the promotion rate of continuous listed stocks was 60% (excluding ST stocks and delisted stocks). In terms of individual stocks, the game of high-level stocks has intensified. On the one hand, Xiangyang Bearing opened sharply lower and received funds to actively undertake the 4-game board. Shenzhen Property A staged a "floor board" and recorded 3 consecutive boards. Shanshui Technology exceeded expectations and went out of the 20cm3 board. On the other hand, Xuelong Group fell to the limit on the 4-game board yesterday. Popular PCB stocks Aohong Electronics and Concord Electronics both staged a "yin and yang" trend. Huaca shares, which succeeded in circumventing the change, fell to the limit. In terms of sectors, the pharmaceutical sector represented by innovative drugs and CXO has strengthened again. Nanhua Biotech has 5 boards in 9 days, Berry Gene has 2 boards in 4 days, CanSino and Tylenol have hit 20cm daily limit, and nearshore protein has risen by more than 13%, triggering serious changes; robotic concept stocks have changed in early trading, Xiangyang Bearing has 4 boards in a row, Joyoung has 3 boards in a row, Ningbo Dongli has 2 boards in 4 days, Longxi shares and Kaidi shares have hit daily limits. B[The concept of innovative drugs rebounded in shock, and Salem Biotech rose by more than 10%] On September 28, the concept of innovative drugs rebounded in shock, with Salem Biotech rising by more than 10%, and nearshore protein rose by more than 7%, hitting a record high. Previously, Livzon Group hit its daily limit, and Sanyuan Gene, Yiyi Pharmaceutical, Puluo Pharmaceutical, and Tigermed followed suit. On the news, on September 24, local time, Swedish atomic layer deposition (ALD) technology company Nanexa issued a statement saying that the company had reached a drug delivery technology cooperation agreement with Novo Nordisk for a maximum amount of 1.165 billion euros. B[The concept of AI pharmaceuticals has moved up and Berry Gene has risen by the daily limit] On September 24th, the concept of AI pharmaceuticals has moved upwards in early trading, and Berry Gene has risen by the daily limit. BGI, Rongtai Health, Saili Medical, Yiqiao Shenzhou, and Jinyu Medical followed suit. On the news, Anthropic announced the establishment of a life science research team and laboratory, and announced the early results of Claude's participation in biological research. Researchers said that after analyzing more than 200,000 reverse transcriptase (RT) sequences, Claude discovered a previously undescribed enzyme system and named it "array-associated reverse transcriptase" (ART). B[AI pharmaceuticals and CRO concepts have repeatedly strengthened, and Novogene has reached a daily limit of 20cm] On September 21, AI pharmaceuticals and CRO concepts have repeatedly strengthened, and Novogene has reached a daily limit of 20cm. Hongbo Pharmaceuticals, Chengdu HitGen, Boji Pharmaceuticals, Berry Genetics, and Seli Medical followed suit. On the news, on September 18, ten departments including the Ministry of Industry and Information Technology jointly issued the "15th Five-Year Plan for the Development of the Pharmaceutical Industry." The plan proposes to accelerate the research and development of drugs enabled by new technologies such as artificial intelligence, quantum computing, supercomputing, and computational medicine, and explore new models of pharmaceutical and device production such as ultra-limited manufacturing, space pharmaceuticals, and biomanufacturing. B[Ten departments: Expand the scale of the precision diagnosis industry] On September 18, ten departments including the Ministry of Industry and Information Technology issued the "Fifteenth Five-Year Plan for the Development of the Pharmaceutical Industry", which mentioned the expansion of the scale of the precision diagnosis industry. Focus on the development of high-throughput gene sequencing, microfluidics, highly sensitive biological detection and other technologies, promote the integration and upgrading of in vitro diagnosis, medical imaging, pathological diagnosis, molecular diagnosis, multi-omics detection and other fields, and accelerate the industrialization of innovative diagnostic products. Improve the quality control, clinical evaluation and standard system of precision diagnostic products. Promote qualified medical institutions to develop precision diagnosis centers, strengthen cooperation with relevant enterprises, promote the interconnection and sharing of diagnosis and treatment data, accelerate the in-depth integration of precision diagnosis technology with digital health and artificial intelligence, and improve the level of precision diagnosis of rare diseases, tumors, genetic diseases, etc. A[Innovative drugs, CRO concepts expand, and nearshore proteins and other stocks hit their daily limit] On September 17, innovative drugs and CRO concepts expanded their intraday gains, with nearshore proteins hitting their daily limit of 20cm. Previously, Jinshi Yaoyao and Baihua Pharmaceuticals hit their daily limit. Jiankai Technology, Wanbang Pharmaceuticals, and Bepsis rose by more than 10%. Yiqiao Shenzhou, Sanyuan Gene, Dongfulong, and Hongbo Pharmaceuticals were among the top gainers. B[Guangzhou: Promote the acceleration of the marine pharmaceutical and biological products industry] On September 14th, the General Office of the Guangzhou Municipal People's Government recently issued the "Notice of the "15th Five-Year Plan" for the Development of Guangzhou's Marine Economy". It is proposed to promote the accelerated development of the marine pharmaceutical and biological products industry. Improve the utilization level of deep-sea biological resources and build a biological gene bank and information database of medicinal sources in the South China Sea. Innovate a new paradigm of intelligent development of "AI + marine drugs", tackle core technologies for the extraction and utilization of marine biological resources such as fish oil, fish collagen, chitosan, and seaweed polysaccharides, develop carbohydrate drugs and peptide drugs, and create a "South China Sea Drug Library" with the characteristics of tropical marine biological resources. Vigorously promote the research and development of original marine drugs for diseases such as tumors and cardiovascular diseases, and promote the research and development of marine biomedical materials such as hemostasis and repair. Strengthen sea-related traditional Chinese medicines such as seahorses and seaweeds. Focus on breakthroughs in marine active substance extraction and purification technology, enzyme engineering technology, fermentation technology, etc., and accelerate the productization process of special raw materials such as seabed mud and deep water. Develop new marine foods and new raw materials for health foods, and use modern biotechnology to promote the upgrading of advantageous industries such as marine foods and cosmetics. B[Shanghai Proof-of-Concept Platform Alliance Established] On September 12th, during the Science and Industry Integration Ecological Seminar of the 2026 Pujiang Innovation Forum Results Release held on September 12, the Shanghai Proof-of-Concept Platform Alliance was officially established. It was learned from the Shanghai Municipal Science and Technology Commission that the first batch of members of the alliance consists of 33 proof-of-concept platforms and future industry funds, covering future industrial fields such as brain-computer interfaces, silicon light, cell and gene therapy, as well as key industrial directions such as integrated circuits, intelligent manufacturing, and green technology. The alliance will promote the platform from "fighting independently" to "making a fist with fingers", focusing on capacity sorting, resource sharing, standard formulation, talent cultivation and other work, establishing a mutual recommendation and joint verification mechanism for projects, and accelerating the expansion of the platform matrix. (China Business News) B[Inner Mongolia: Accelerate the progress of African swine fever vaccine research and development] On September 11, the General Office of the People's Government of the Inner Mongolia Autonomous Region recently issued the "Action Plan for Accelerating the High-Quality Development of the Biomanufacturing Industry in the Inner Mongolia Autonomous Region." It is proposed to enhance the core competitiveness of biomedicine. Accelerate the establishment and operation of platforms such as the Hohhot Bio-Intelligent Manufacturing Valley, focus on nucleic acid drugs, cell and gene therapy, "AI + medicine" and other characteristic new tracks, and promote the biomedical industry to leapfrog from scale advantages to technology leadership. Consolidate and enhance the global market leading position of animal vaccine products such as foot-and-mouth disease vaccine, accelerate the research and development of African swine fever vaccines, strengthen the promotion and application of new vaccines and multi-linked multivalent vaccines in the region, and improve the prevention and control capabilities of major animal diseases. Leverage the platform advantages of the company's P3 laboratory to accelerate the development and industrialization of cutting-edge products such as mRNA vaccines and mucosal vaccines, and build a world-leading intelligent manufacturing benchmark for animal vaccines. Deepen the secondary development of traditional Chinese medicine (Mongolian medicine), use synthetic biology technology to enable the discovery and efficient preparation of functional components of characteristic Chinese medicine (Mongolian medicine), and create a modern traditional Chinese medicine (Mongolian medicine) industrial system with Inner Mongolian characteristics. B[Inner Mongolia: The output value of the biomanufacturing industry will reach more than 100 billion yuan by 2030] On September 11, the General Office of the People's Government of the Inner Mongolia Autonomous Region recently issued the "Action Plan for Accelerating the High-quality Development of the Biomanufacturing Industry in the Inner Mongolia Autonomous Region." It is proposed that by 2030, the scale of the bio-manufacturing industry will continue to expand, the entire industry chain will be gradually built, and it will become an important engine for the development of new productivity in the autonomous region. The output value will reach more than 100 billion yuan, and the number of bio-manufacturing enterprises in the region will be strived to reach more than 500, among which, enterprises above designated size will reach To more than 200 companies, Hutong Chiba Bio-manufacturing Industry Cluster will be supported to create a national-level advanced manufacturing cluster; scientific and technological innovation capabilities will be significantly enhanced, and an important national bio-manufacturing technology innovation node will be basically established. The world's largest lactic acid bacteria and other microbial germplasm resources and genome database will be built to consolidate Traditional advantages include maintaining the international leading level in key indicators such as amino acid fermentation efficiency and veterinary vaccine research and development; industrial upgrading is accelerated, industrialization of key materials such as polylactic acid and bio-based nylon is realized, and the application proportion of non-grain raw materials is gradually increased; market entities and brand cultivation systems are accelerated to build 2- 3 local leading enterprises with a revenue of 5 billion yuan, more than 1 national-level specialized, special and new "little giant" enterprises, more than 5 autonomous region-level specialized, special and new small and medium-sized enterprises, and 2-3 brand products with strong competitiveness in the domestic market, introduce more than 2 well-known domestic and foreign companies to set up production bases. B[China takes the lead in formulating the world's first international standard for pathogenic gene databases] September 2nd, reporters learned from the National Standards Committee today that the world's first international standard for pathogenic gene databases, led by China, has been formally established recently. It will establish a unified "standard" for the construction of global pathogenic microorganism genome databases. The pathogenic microorganism genome reference database is equivalent to a genetic reference dictionary. By comparing the genetic information in the patient sample with the entries in this dictionary, you can identify which virus or bacteria it is, and doctors can treat it accordingly.
This time, the international standard led by China is to compile this "pathogen gene dictionary" for the world. After the standard is implemented, the unified database can accurately identify difficult infection cases and greatly reduce the probability of misdiagnosis and missed diagnosis. At the same time, it can help countries quickly identify the source of the epidemic, track the transmission path, and provide standardized and reliable technical support for epidemic prevention and control. (CCTV Finance)
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