Harbin Medisan Pharmaceutical Co Ltd

On August 4, major A-share indices opened collectively higher. The innovative drug concept continued to climb, with the CXO segment leading the gains. WuXi AppTec surged in a straight line to hit its daily limit-up, and Asymchem, Luoxin Pharmaceuticals, Jimin Health, and Harbin Medisan also hit limit-up. In terms of news, WuXi AppTec released its 2026 half-year report, with first-half revenue of 28.9 billion yuan, up 38.9 percent year-on-year, and attributable net profit exceeding 10 billion yuan for the first time in a first half, reaching 11.08 billion yuan, up 29.43 percent year-on-year. The company raised its full-year 2026 performance guidance across the board, lifting expected total revenue from a range of 51.3 billion to 53 billion yuan to a range of 58.5 billion to 60.5 billion yuan. The computing power leasing concept was repeatedly active, with QingCloud Technologies hitting the 20 percent limit-up and Meili Cloud achieving a three-day winning streak. Data from the China Academy of Information and Communications Technology showed that domestic AI computing power demand surged 417 percent year-on-year in the first quarter of 2026, while effective supply grew only 128 percent, widening the supply-demand gap. The nuclear power sector also strengthened, with LBT hitting a two-day winning streak. In terms of news, the National Development and Reform Commission and the National Energy Administration issued the 15th Five-Year Plan for New Power System Construction, proposing to promote large-scale nuclear power construction, with installed nuclear power capacity reaching approximately 110 million kilowatts by 2030.