如果我爱你

利好密集来袭，港股通创新药继续上攻，520880放量连阳！信达生物绩后迅速新高，mRNA肿瘤疫苗赛道热度重燃_我的网站

A |     　　8月26日，多重利好加持，港股通创新药强劲续涨！100%创新药研发标的——港股通创新药ETF华宝（520880）放量连阳。成份股康希诺生物领涨25.99%，信达生物收涨9.69%，股价创历史新高，康方生物涨近6%，百济神州、中国生物制药涨超2%。    

    Ronald Sakolsky fills a jar with sand from the Mu Us Desert in Inner Mongolia, planning to bring it back to the US, on August 24, 2026. Photo: Lin Xiaoyi
On Monday afternoon, Ronald Sakolsky, an American teacher, set foot once again on the soil of the Mu Us Desert, in the Uxin Banner of Ordos, North China’s Inner Mongolia Autonomous Region. He first came here in 2000. Back then, the land was little more than drifting sand. Today, it is green with trees – a transformation driven by decades of local effort.
He stood within Sakolsky Forest, a woodland formally named to honor his early donation toward local ecological restoration. There, he carried out a plan he had held long before this trip: filling a jar with sand from the desert to bring home to the US.
More than two decades ago, sand was the one thing this place had in abundance. In 1999, when Sakolsky arrived in China as a participant in a bilateral teacher exchange program, he was moved by the tireless efforts of Chinese desert fighter Yin Yuzhen and her husband to curb desertification in the Mu Us Desert. He raised $5,000 – equivalent in 1999 to three years of income for Yin’s entire family – to fund their local tree-planting initiative.
The young saplings bought with that donation have since matured into more than 50,000 full-grown trees, transforming the once desolate, sandy wasteland into a thriving green landscape.
When Sakolsky met Yin at the airport on Sunday, 26 years after his first visit to Inner Mongolia, he joked that he could not take a tree from the Mu Us Desert, but he could slip some sand into his shoes and carry a piece of the land back with him. Now, he had found exactly the sand he wanted – not just any sand, but from a place where persistence had turned desert into life, and where his own name had become part of that story.
“Promise is a promise,” he said. “Ms. Yin made a promise, and she fulfilled it.”
For Sakolsky, the sand is not just dirt. It is a metaphor, a bridge, a shared ground. He plans to tell his grandchildren what it means. “It’s not just a piece of sand in the jar,” he said. “It’s a jar of love.”
He used the jar of sand to symbolize that America and China share a relationship rooted in the same soil. He shook the jar, holding its two ends as if they were the two countries, and said that it shows we’re all on the same planet.
There is an old American joke, he noted, that if you dig a hole deep enough, you will eventually reach China. “We’re all on the same planet,” he said.
Earlier that day, while visiting Yin’s home, he spoke about the need for Americans and Chinese to see each other as family. “All Americans should understand that Chinese people and Americans can be family,” he said. “We can transcend differences if we focus on our common ground. We all love our countries, and we all value loyalty and respect – these are the shared virtues we hold dear.”
As for the sand he collected, Sakolsky said he would treat it as a treasure, alongside all his other precious keepsakes from China. He expects to display it in his living room – a daily reminder of the forest that carries his name and the people who made it grow.
。　　消息面，创新药迎密集催化！　　1、创新药龙头信达生物中报业绩超预期。上半年产品收入达82.02亿元（同比+56.7%），带动Non-IFRS净利润实现17.04亿元（同比+40.5%）。管理层首次披露2030年350–400亿元总营收蓝图，剑指全球化全价值链药企。　　2、康希诺生物与德普世生物达成mRNA治疗型肿瘤疫苗战略合作。25日，两家公司正式签署《mRNA个性化治疗型肿瘤疫苗共同开发战略合作框架协议》，共同推进mRNA个性化治疗型肿瘤疫苗的研发与商业化。　　3、政策继续支持创新药高质量发展。《国民健康“十五五”规划》、《全民医疗保障“十五五”规划》近期相继发布，全链条创新药械支持体系持续完善。万联证券指出，后续“基本医保目录+创新药专项目录+商业健康险目录”三层支付体系逐步形成，创新药企和CX0赛道有望受益支付端扩容。　　创新药行情能走多远，当前阶段是否加大关注度？　　华创医药团队认为，近年创新药产业持续向好，销售金额逐年增长，出海数量、出海质量不断提升，坚实的产业基本面是板块股价乐观的核心支撑。当前创新药板块受量化交易、各类市场叙事影响，呈现高波动态势，但长期向好的产业趋势确定性较强，具备较高长期投资价值，建议对板块保持乐观态度。

B | 　　全链布局创新药，关注两大T+0利器：　　港股通创新药ETF华宝（520880）：被动跟踪恒生港股通创新药精选指数，100%布局创新药研发类公司，7成仓位押注研发龙头。

C | 场外联接基金：025221。　　港股通医疗ETF华宝（159137）：被动跟踪港股通医疗主题指数，重仓创新药产业链，50%CXO+20%创新药，其中药明系占比超38%。场外联接基金：026922。　　数据来源于沪港深交易所、中证指数公司、恒生指数公司等公开信息。权重数据截至2026.8.25。　　机构观点参考：万联证券20260824《医药生物行业快评报告：全民医疗保障“十五五”规划发布，关注创新药、康复、医疗信息化赛道机会》。华创证券20260825《华创医药·深度早班车|创新药中期观点汇报》　　注：ETF基金不收取销售服务费。投资者在申购或赎回基金份额时，申购赎回代理券商可按照不超过0.5%的标准收取佣金，其中包含证券交易所、登记机构等收取的相关费用。基金费率详见各基金法律文件。　　风险提示：文中指数成份股仅作展示，个股描述不作为任何形式的投资建议，也不代表管理人旗下任何基金的持仓信息和交易动向。

D | 文中提及个股在恒生港股通创新药精选指数中的权重占比情况：信达生物权重11.42%、康方生物7.51%、康希诺生物0.39%、百济神州 11.90%、石药集团 10.49%、中国生物制药 8.00%。基金管理人评估的港股通医疗ETF华宝、港股通创新药ETF华宝及其联接基金的风险等级为R4-中高风险，适宜积极型（C4）及以上的投资者。任何在本文出现的信息（包括但不限于个股、评论、预测、图表、指标、理论、任何形式的表述等）均只作为参考，投资人须对任何自主决定的投资行为负责。另，本文中的任何观点、分析及预测不构成对阅读者任何形式的投资建议，亦不对因使用本文内容所引发的直接或间接损失负任何责任。基金管理人管理的其他基金的业绩并不构成基金业绩表现的保证，基金的过往业绩并不代表其未来表现，基金投资有风险。责任编辑：杨红卜。

Current article:http://ehe8.runtunpaixufenjuduishuang.pics/chnsq/20260826/809259.html

Published on:00:52:11