短短三个月内，慈星股份发起的两次并购，都以失败告终。 慈星股份近期公告称，终止收购沈阳顺义科技股份有限公司（简称"顺义科技"）75%股权事项。这是该 公司年内第二次重大资产重组受挫。今年2月，该公司收购半导体企业武汉敏声控股权的交易同样未能 完成。而这两个收购对象，此前均曾计划独立IPO。 频繁资本运作的背后，是该公司主营的电脑横机业务陷入周期困境。2025年一季度，该公司净利润同比 暴跌66%。 从2014年至今的十年间，慈星股份多次高溢价并购，但部分交易不仅未能带来预期收益，反而出现商誉 大幅减值，此前跨界军工领域的尝试也进展不顺。 跨界并购两度失败 慈星股份公告称，终止发行股份及支付现金购买顺义科技75%股份并募集配套资金，原因是未能就部分 商业条款与对方达成一致。根据安排，该公司将于8月6日召开投资者说明会。 顺义科技是一家专业从事装备健康管理系统、智能检测设备、维修保障设备及仿真模拟设备研发、生产 与销售的企业，产品主要应用于国防科技领域，并逐步扩展工业、石化、电力等民用领域。 慈星股份计划收购的这两家公司，都曾筹划独立上市。根据披露，武汉敏声在2021年就有独立的IPO规 划。沈阳顺义2024年5 ...

第十一批集采同一品种的申报企业最多达到了45家，超过第十批集采36家的纪录，市场竞争更加激烈。对此，国家医保局特别提示企业要理性报价。 针对第十批集采以来民众对部分仿制药的疗效存在疑虑以及担心过度竞争导致低价低质等社会关切的问题，坚持"稳临床、保质量、防围标、反内卷"的原 则，国务院常务会议研究通过了优化集采措施研究，优化了具体的采购规则。 在中选规则方面，"新集采"为了引导理性竞争，防止过分内卷，优化了价差计算的"锚点"，不再以简单的最低价作为参考，这样即使出现个别企业报低 价，也不会影响其他正常报价的企业。同时报价最低企业要公开说明报价的合理性，并承诺不低于成本报价。 注：本次集采以参比制剂、通过一致性评价的通用名药品企业数合计达到7家作为竞争格局条件，上图企业数量为已提交资料的企业。 图片来源：国家医 保局 5日上午，国家医保局发布国家组织药品联合采购办公室（下称"药品联采办"）对第十一批集采药品信息填报工作的最新统计结果，7月16日至31日，共 480家企业提交了相关药品的资料信息，这些企业将作为医疗机构填报需求量的选择范围。55个拟采购品种中，平均每个品种有15家企业，有3个品种的企 业超过40家， ...

Group 1 - The company has terminated its acquisition of Shenyang Shunyi Technology Co., Ltd. for 75% equity, marking its second failed major asset restructuring this year [1][2] - The first failed acquisition was of Wuhan Minsong Technology Co., Ltd., which was also due to disagreements on transaction terms [3] - Both targeted companies had plans for independent IPOs, indicating their previous market ambitions [3] Group 2 - The company's core business, computer knitting machines, is facing cyclical challenges, with a significant 66% year-on-year drop in net profit for Q1 2025 [1][4] - In 2024, the company reported approximately 2.218 billion yuan in revenue, with over 1.9 billion yuan (86%) coming from its knitting machine business [4] - The industry is experiencing a slowdown in growth, with Q1 2025 revenue growth at only 2.73% and net profit declining by 66.46% [4] Group 3 - The company has a history of high-premium acquisitions that have not yielded expected returns, leading to significant goodwill impairments [1][5][7] - Previous acquisitions, such as the 1.4 billion yuan purchase of a 35% stake in Beifang Guangwei Technology Co., Ltd., have also resulted in losses and complications [5][6] - The company has faced challenges with multiple acquisitions since 2014, including high premium purchases that led to severe financial losses shortly after [7]

55个拟采购品种中，平均每个品种有15家企业，有3个品种的企业超过40家，企业数最多的达45家。 第十一批集采同一品种的申报企业最多达到了45家，超过第十批集采36家的纪录，市场竞争更加激烈。对此，国家医保局特别提示企业要理性报价。 5日上午，国家医保局发布国家组织药品联合采购办公室（下称"药品联采办"）对第十一批集采药品信息填报工作的最新统计结果，7月16日至31日，共 480家企业提交了相关药品的资料信息，这些企业将作为医疗机构填报需求量的选择范围。55个拟采购品种中，平均每个品种有15家企业，有3个品种的企 业超过40家，企业数最多的达45家。 企业申报数量最多的三个品种为二羟丙茶碱注射剂45家，头孢唑肟注射剂43家，法莫替丁注射剂40家。按照第十批集采的规则，申报企业中最多能有10家 入围。 有资深的仿制药企业从业人士对第一财经表示，根据此前市场流出的《第十一批国家组织药品集中采购主要规则（征求意见稿）》，第十一批集采也规定 入围企业最多不超过10家。 "每个品种平均就有15家，申报最多的品种45家最多中选10家，那就意味着要淘汰很多家企业，竞争确实非常激烈。"上海市卫生和健康发展研究中心主任 金春林 ...

在网购平台上，一位购买了蛤蟆精挂偶的消费者留言，"谁说上班不是漫长取经路呢，欢迎上班搭子。" 2023年年初，动画短片集《中国奇谭》的横空出世，为国风动画打开了想象空间。八支不同风格的短片中，最受 欢迎的作品是第一支《小妖怪的夏天》。 一只造型潦草的无名小猪妖，竟能引发"打工人"的无限感慨。该短片的美学根植于中国传统绘画，映照的却是当 代普通人的现实：当一个人被无望的生活困住，想要挣扎逃离时，该如何选择、如何行动，又将付出怎样的代 价。 8月2日，由上海美术电影制片厂、上影元等公司出品，《小妖怪的夏天》原班主创打造的的动画电影《浪浪山小 妖怪》上映。它基于短片设定，但非短片的简单扩写，而是原创了一个平行世界的故事。在唐僧师徒到来之前， 小猪妖的"妖生"还有哪些可能，离开了浪浪山，他的命运会否就此改变。 与短片相同，《浪浪山小妖怪》的英文名预示着它也是一个关于"Nobody"——无名小妖的故事。这一次，小猪妖 拥有了三个志同道合的伙伴：蛤蟆精、黄鼠狼精和猩猩怪。一个异想天开的念头将四妖集结到一起，假扮唐僧师 徒四人，先行一步去往西天取经。 于是，勇敢的小猪妖、世俗的蛤蟆精、话痨的黄鼠狼精、胆小的猩猩怪分别扮上了 ...

Core Viewpoint - The Trump family is expanding its business portfolio with the IPO application of New America Acquisition I Corp, aiming to raise $300 million by issuing 30 million shares at $10 each, which has sparked controversy due to certain statements in the application [1][2]. Group 1: Business Expansion and Investments - Eric Trump and Donald Trump Jr. are leveraging a shell company for their latest investment initiative, following a series of business ventures including a meme coin and a cryptocurrency company [2]. - The brothers have announced multiple new business investments over the past year, serving as paid advisors for various companies across sectors such as finance, golf courses, hotels, telecommunications, and cryptocurrency mining [2]. - They will hold 5 million shares in New America and serve on its advisory board, with Kevin McGurn leading the company [2]. Group 2: Governance and Market Performance - Concerns have been raised regarding corporate governance due to the brothers' significant shareholding and the involvement of Dominari Securities' CEO, Kyle Wool, as a board member [3]. - The recent performance of GrabAGun, a company associated with Donald Trump Jr., highlights potential market skepticism, as it saw a nearly 50% drop in market value shortly after its SPAC merger [3]. Group 3: Acquisition Strategy and Target Companies - New America aims to acquire companies with a total enterprise value of $700 million or more, focusing on those that play a significant role in revitalizing U.S. manufacturing and strengthening key supply chains [4]. - The targeted companies are expected to be based in the U.S. or primarily operate there, potentially including sectors like aerospace and critical minerals [4]. Group 4: Controversies and Ethical Concerns - A statement in the IPO filing suggesting that target companies should benefit from government subsidies raised ethical concerns, leading to its removal from the document [5]. - Legal experts have criticized the Trump family's business dealings, suggesting that they may exploit public office for private gain, despite claims of separating business interests from political power [5][6].

Core Viewpoint - The A-share market is currently in a period of consolidation, digesting performance discrepancies and external disturbances, but the medium to long-term upward trend remains intact, supported by improved performance logic and inflow of incremental capital [1] Group 1: Market Outlook - Short-term market dynamics indicate a phase of oscillation and energy accumulation [1] - The long-term upward trend is reinforced by performance improvements and new capital inflows [1] Group 2: Investment Strategy - A dynamic balance between high-elasticity growth sectors and defensive assets is recommended [1] - The current adjustment period presents an opportunity to invest in quality targets, focusing on sectors with performance certainty such as capacity clearance, AI, pharmaceuticals, and self-sufficiency [1] - Emphasis on capturing undervalued rebound opportunities [1]

Group 1 - The stock of Aonlikang is approaching a limit down, indicating significant selling pressure [1] - Several pharmaceutical companies, including Nanjing New Pharmaceutical, Huason Pharmaceutical, Yuekang Pharmaceutical, Chenxin Pharmaceutical, Guizhou Bailing, and Shutaishen, have all experienced declines exceeding 6% [1]

Core Insights - The Gates Foundation announced a commitment of $2.5 billion to advance innovation in women's health by 2030 [1] - The funding will focus on five key areas: obstetric care and maternal immunity, maternal health and nutrition, gynecological and menstrual health, contraceptive technology innovation, and sexually transmitted infection prevention [1] - The foundation aims to address the most underfunded and burdened areas in global health to ensure innovations benefit more women worldwide [1]

上纬新材公告称，公司基本面未发生重大变化。此外，公司股票价格已严重脱离基本面，投资者需注意 市场风险。 8月5日，年内首只10倍股上纬新材复牌后股价创新高，截至发稿，该股持续拉升涨超10%，股价已超过 100元。 8月4日，上纬新材公告称，公司股票将于2025年8月5日开市起复牌。公司基本面未发生重大变化，主营 业务仍为环保高性能耐腐蚀材料、风电叶片用材料等的研发、生产及销售。此外，公司股票价格已严重 脱离基本面，投资者需注意市场风险。 业绩方面，上纬新材同日公告，公司预计2025年半年度营业收入为7.84亿元，较上年同期增加12.50%， 归属于上市公司股东的净利润为2990.04万元，较上年同期减少32.91%。业绩下滑主要由于海外销售运 费及佣金增加约1100万元，二季度新台币兑美元汇率急升导致汇兑损失约768万元，以及研发可回收产 品检测试验费用增加约572万元。 7月30日晚间，上纬新材公告称，为维护投资者利益，公司将就股票交易波动情况进行停牌核查。 此前，7月9日至7月30日期间，上纬新材录得11个交易日20%涨停，股价由9日收盘的每股9.34元飙升至 30日收盘的92.07元，累计涨幅高达108 ...