Healthcare · 13.3

Biotechnology

Quantified news impact based on deduplicated, quality-reviewed events in a single 7-day window.

Average net impact+8weighted per event

Average gross impact14absolute weighted average

Events14same period

Confidence77%model average

Raw intensity62before weighting

Previous period+24net impact

Gross change-43%

Diffusion speed2.0 / day

Concentration9%

Direction disagreement44%

Source independence100%9 sources

IMPACT TREND

7-day effective impact

Positive 11 · Negative 2 · Mixed 1

+260-26

28 Jul, 001 event

28 Jul, 144 events

29 Jul, 041 event

+11

29 Jul, 184 events

+15

30 Jul, 082 events

30 Jul, 220 events

-13

31 Jul, 122 events

1 Aug, 020 events

1 Aug, 160 events

2 Aug, 060 events

2 Aug, 200 events

3 Aug, 100 events

Current periodPrevious period

TIME HORIZON

Impact duration

Immediate0%0 cumulative effective impact

Short term39%74 cumulative effective impact

Medium term52%99 cumulative effective impact

Long term10%19 cumulative effective impact

CO-IMPACT

Related industries

EVENT EVIDENCE

Events ranked by effective impact

Page 2 of 2 · 14 events

Macro2

Macro28 Jul, 17:18positive

Beijing Releases Hepatitis Prevention Action Plan, Targeting 95% Full Vaccination Coverage for Children by

Beijing has released a hepatitis prevention action plan for 2026-2030, setting targets for 2030. These include 95% full vaccination coverage for children for hepatitis A and B, 90% timely first-dose hepatitis B vaccination for newborns, a mother-to-child transmission rate below 1%, an acute hepatitis B incidence rate no higher than 1 per 100,000, and a diagnosis rate for chronic hepatitis B patients of at least 80%.

Effective: +8
Intensity: 60
Confidence: 80%
Horizon: Medium term

Macro28 Jul, 12:04positive

Shenwan Hongyuan Has Invested in Wu Wenxinqiong, Xijing Technology; Supported Anji Technology's Convertible

On July 28, 2026, Shenwan Hongyuan Securities Chairman Liu Jian spoke at the Science and Technology Innovation Industry Integration and Development Conference in Shanghai. He highlighted the firm's investments in Wu Wenxinqiong and Xijing Technology, and its support for Anji Technology's convertible bond refinancing on the STAR Market and Zhida Technology's Hong Kong IPO. The firm also deepened its research, investment, and investment banking integration, establishing industry research and launching service stations in 2025.

Effective: +2
Intensity: 30
Confidence: 50%
Horizon: Medium term

Industries1

Industries29 Jul, 20:43positive

China's Pharmaceutical Distribution Market Reaches 1.54 Trillion RMB in First Half of 2026, Up 4%

In the first half of 2026, China's pharmaceutical distribution industry recorded a market size of about 1.54 trillion RMB, up approximately 4% year on year. The sector is accelerating its transformation toward intensification and specialization. High-end cold chain logistics has emerged as a profit growth driver, with leading enterprises deploying multi-temperature zone smart warehouses nationwide. As digital and intelligent upgrades become widespread, AI scheduling, unmanned warehouses, and full-chain temperature and humidity tracking have become standard.

Effective: +8
Intensity: 55
Confidence: 70%
Horizon: Short term

Companies1

Companies28 Jul, 16:33mixed

Bio-Thera Solutions Expects First-Half 2026 Loss of 230-290 Million RMB on Higher R&D Costs

Bio-Thera Solutions expects a net loss of 230 million to 290 million RMB for the first half of 2026, widening from the prior period as research and development expenses rose by more than 100 million RMB. Sales of its adalimumab injection (Geloli) and tocilizumab injection (Shiruli) increased steadily year-on-year, but expense growth outpaced revenue growth, leading to the larger loss.

Effective: 0
Intensity: 30
Confidence: 80%
Horizon: Short term