每经记者｜许立波 每经编辑｜张海妮 丨 2025年8月18日 星期一 丨 NO.1 司美格鲁肽获FDA批准用于治疗脂肪性肝炎 8月15日，诺和诺德宣布司美格鲁肽（Wegovy）的补充新药申请（sNDA）获FDA批准，用于结合减少 卡路里的饮食和增加体力活动，治疗伴有中晚期肝纤维化（F2期或F3期）的代谢功能障碍相关性脂肪 性肝炎（MASH）患者。诺和诺德执行副总裁、首席科学官兼研发主管Martin Holst Lange表 示："Wegovy是第一个也是目前唯一一个被批准用于治疗MASH的GLP-1药物，补充了已经证实的与司 美格鲁肽相关的减肥、心血管益处的大量证据。MASH有着沉重的健康负担，全世界三分之一的超重或 肥胖者受其影响。仅在美国，估计就有大约2200万例MASH患者。" 8月15日，云南白药公告，公司全资子公司云南白药集团中药资源有限公司拟以6.6亿元现金收购安国市 聚药堂药业有限公司（以下简称聚药堂）100%股权。此次收购旨在响应云南省提出的高质量发展云南 省中药材产业的要求，结合公司自身战略发展目标，更好地带动云南省内中药材的销售，更快地推动云 南白药相关业务布局全国，实现规模扩张，提升中药 ...

(一)重要市场新闻 8月15日，央行发布2025年第二季度中国货币政策执行报告。落实落细适度宽松的货币政策。根据国内 外经济金融形势和金融市场运行情况，把握好政策实施的力度和节奏，保持流动性充裕，使社会融资规 模、货币供应量增长同经济增长、价格总水平预期目标相匹配，持续营造适宜的金融环境。发挥好货币 政策工具总量和结构双重功能，用好结构性货币政策工具，加力支持科技创新、提振消费、小微企业、 稳定外贸等。坚持以市场供求为基础、参考一篮子货币进行调节、有管理的浮动汇率制度，坚决守住不 发生系统性金融风险的底线。 点评：近年来，以CRISPR基因编辑技术为首的相关基因治疗技术快速发展，使得基因治疗更加安全， 适应症范围由最初用于单基因遗传性疾病的治疗扩大到6000多种疾病，基因编辑技术在人类基因治疗的 应用及普及已是大势所趋。如果这一疗法未来得以推广，有望彻底改变1型糖尿病的管理模式，使患者 摆脱每日多次胰岛素注射和频繁血糖监测的负担。从市场角度来看，这一突破有望重塑糖尿病治疗领域 的市场格局。全球糖尿病患者数量庞大且呈增长趋势，相关治疗市场规模持续扩大。概念股包括贝瑞基 因（000710）、诺禾致源、冠昊生物（3 ...

Group 1 - Huayou Cobalt achieved a revenue of 37.2 billion yuan in the first half of 2025, representing a year-on-year growth of 23.78%, and a net profit of 2.711 billion yuan, up 62.26% year-on-year [1] - The increase in sales volume and prices of the company's main products, along with optimized production processes and cost reduction, significantly enhanced profitability [1] - The progress of the nickel-cobalt project in Indonesia is on track, which is expected to provide strong support for the company's future performance growth [1] Group 2 - China Shenhua announced plans to acquire 100% equity stakes in multiple energy-related companies, including Guoyuan Power and Xinjiang Energy, through the issuance of A-shares and cash payments [2] - This large-scale asset acquisition will significantly enhance the company's resource reserves and industrial scale, consolidating its leading position in the coal and electricity sectors [2] - The integration of these enterprises is expected to optimize the industrial chain structure and strengthen integrated operational capabilities [2] Group 3 - Hainan Mining plans to invest 300 million yuan to acquire a 15.7895% stake in Luoyang Fengrui Fluorine Industry Co., Ltd., which specializes in fluorite mining and production of anhydrous hydrofluoric acid [3] - Hydrofluoric acid, derived from fluorite, is a key raw material for the lithium battery industry, essential for producing lithium hexafluorophosphate, the core component of lithium battery electrolytes [3] - The investment is anticipated to provide Hainan Mining with long-term stable returns and enhance its competitive advantage in the industry, given the growing demand for fluorite and its downstream products due to the expansion of the global new energy vehicle market [3]

Group 1 - The "2025 World Humanoid Robot Games" showcased the Xingdong L7, which won the high jump event with a height of 95.641 cm, setting a new world record and demonstrating top-tier athletic performance [1] - Despite the achievements in athletic performance, humanoid robot technology still faces challenges in areas such as autonomous decision-making in complex environments, long-term endurance, and natural interaction with humans [1] Group 2 - Scientists achieved a significant breakthrough in brain-machine interface technology, decoding "inner speech" with an accuracy rate of 74%, led by a team from Stanford University [2] - This research opens new pathways for helping patients with severe speech impairments to regain natural communication abilities, highlighting the broad application prospects of brain-machine interface technology [2] - The advancement in this technology raises concerns regarding safety, reliability, cost, accessibility, and social ethics, which need to be addressed alongside technological progress [2] Group 3 - The Karolinska Institute in Sweden, in collaboration with several international research institutions, developed a method using generative artificial intelligence to design new antibiotics, addressing the global health challenge of antibiotic resistance [3] - The approach aims to create new molecular compounds that are fundamentally different from known antibiotics, paving the way for new antibiotic development [3] - Solving antibiotic resistance requires interdisciplinary collaboration among computer science, chemistry, biology, and medicine to leverage the strengths of each field and accelerate the development of new antibiotics [3]

｜2025年8月18日星期一｜ NO.4 华虹公司筹划购买华力微控股权解决同业竞争事项，股票停牌 8月17日，华虹公司公告称，为解决IPO承诺的同业竞争事项，公司正在筹划以发行股份及支付现金的 方式购买上海华力微电子有限公司控股权，同时配套募集资金。本次收购标的资产为上海华力微电子有 限公司所运营的与华虹公司在65/55nm和40nm存在同业竞争的资产（华虹五厂）所对应的股权。目前， 该标的资产正处于分立阶段。公司股票自2025年8月18日开市起停牌，预计停牌时间不超过10个交易 日。 NO.5 余承东：通过鸿蒙框架让更多中国应用出海 8月17日，华为常务董事、终端BG董事长余承东在最新的《对话》栏目中表示，鸿蒙用户上百万是个艰 难的过程，但很短的时间就到了1000万，到几千万可能会更快。将来全中国甚至全世界的终端都能跑鸿 蒙，希望携手更多中国应用出海，通过鸿蒙框架走向世界。 NO.1 我国成功发射试验二十八号B星02星 北京时间2025年8月17日16时55分，我国在西昌卫星发射中心使用长征四号丙运载火箭，成功将试验二 十八号B星02星发射升空，卫星顺利进入预定轨道，发射任务获得圆满成功。该卫星主要用于空间 ...

每经AI快讯，中央气象台8月18日06时继续发布高温黄色预警：预计8月18日白天，黄淮大部、江淮、 江汉、江南中北部、陕西关中、四川盆地、新疆吐鲁番盆地和南疆盆地东部等地的部分地区有35～39℃ 的高温天气，其中，陕西关中、重庆、湖北、湖南北部、安徽南部、江西北部、浙江中西部、新疆吐鲁 番盆地等地局地最高气温可达40℃以上。 （文章来源：每日经济新闻） ...

每经AI快讯，中央气象台8月18日06时继续发布暴雨蓝色预警： （文章来源：每日经济新闻） 预计，8月18日08时至19日08时，广东南部和西部、广西中南部、海南岛西部以及内蒙古河套地区和东 北部、陕西北部、山西北部、北京南部、天津南部、河北东部、甘肃西南部等地部分地区有大到暴雨， 其中，内蒙古河套地区、广西南部沿海等地部分地区有大暴雨（100～120毫米）。上述部分地区伴有短 时强降水（最大小时降雨量20～50毫米，局地可超过70毫米），局地有雷暴大风等强对流天气。 ...

Group 1: Great Wall Motors - Great Wall Motors' factory in Brazil has officially completed construction and commenced production, initially focusing on models such as the 2.4T Great Wall Cannon, Haval H6 series, and Haval H9 [1] - The completion of the factory marks a significant step in the globalization strategy of Chinese automotive companies, enhancing local supply capabilities in the Latin American market and reducing trade barriers [1] - The shift from simple exports to comprehensive output of technology, capacity, and standards by Chinese automotive companies is expected to reshape the emerging market landscape [1] Group 2: Shenzhen's Green Vehicle Initiative - Shenzhen has launched the "Green Vehicle Charging Green Electricity" incentive program, allowing electric vehicle owners to earn personal "Green Certificates" for charging at designated stations [2] - The initiative aims to enhance the activity in the green electricity trading market and provides a competitive edge for new energy vehicle companies through a consumer incentive mechanism [2] - This dual-driven model of consumer and policy engagement serves as a replicable template for other cities' carbon-inclusive mechanisms [2] Group 3: WeRide and Grab Investment - WeRide, an autonomous driving technology company, has secured a multi-million dollar investment from Southeast Asian ride-hailing platform Grab to accelerate the deployment of L4 Robotaxis in the region [3] - This strategic investment signifies a breakthrough for Chinese autonomous driving technology in international markets and opens new growth opportunities for WeRide [3] - The collaboration validates the technological strength and international competitiveness of Chinese autonomous driving firms, enhancing investor confidence in the long-term value of the smart driving sector [3] Group 4: Xiaomi's Electric Vehicle Charging Response - Xiaomi's Vice President addressed concerns regarding the compatibility of electric vehicle charging while traveling abroad, highlighting the prevalence of national standard charging stations in regions like Central Asia and Russia [4] - The response alleviates market concerns about the overseas applicability of Chinese electric vehicles, indicating significant penetration of Chinese charging standards in certain international markets [4] - This information is expected to improve investor valuation expectations for new energy vehicle companies with overseas strategic plans and open new avenues for cross-border service for charging station operators [4]

国泰环保（301203）8月17日晚间公告，公司近日收到杭州市临平区监察委员会签发的关于公司控股股东、实际控制人、董事长陈柏校的《留置通知书》 和《立案通知书》，陈柏校被立案调查并实施留置。 在公告中，国泰环保称，公司拥有完善的治理结构及内部控制机制，将按照相关法律法规和相关制度规范运作，公司董事会运作正常，生产经营管理情况 正常，公司及下属子公司生产经营稳步推进。上述事项不会对公司正常生产经营产生重大不利影响。 "截至本公告披露日，公司尚未知悉上述事项的进展及结论。"国泰环保表示，公司将持续关注后续进展，对相关工作进行妥善安排，并按照有关法律、法 规的规定和要求，及时履行信息披露义务。 业绩方面，国泰环保2025年一季度实现营业总收入8721.46万元，同比上升6.11%；归母净利润为2659.28万元，同比下降19.66%。2024年，公司实现营业 收入3.16亿元，同比增长1.98%，其中污泥处理服务、成套设备销售业务收入均有所增长；归母净利润为1.32亿元，同比下降4.80%，主要系营业成本有所 上升。 在今年5月份举行的业绩说明会上，有投资者提及公司污泥处理业务在未来是否还有增长空间。国泰环保方面表 ...

"俄罗斯外籍院士、苏辙后人"苏文的身份持续遭到质疑。8月17日，据智通财经，从河南省平顶山市郏 县县委宣传部获悉，该县正在走程序注销郏县东坡书院，"预计下午就能走完流程"。此外，原计划投资 33亿元的郏县东坡书院综合体建设项目已自动作废且当地未进行实质投入，未造成经济损失。 苏文曾自称是苏辙后人、并当选俄罗斯自然科学院外籍院士，担任海南东坡书院院长、郏县东坡书院院 长等职务。发起"守护苏东坡云村"行动的中国传媒大学副教授刘楠率先发文对其"打假"。 据郏县当地媒体报道，郏县相关人士在海南与苏文接洽时，苏文的头衔为东坡先生教育培训中心主任、 海南东坡书院院长、俄罗斯自然科学院外籍院士。 ▲自称"外籍院士"的苏文。资料图 另据中国青年报报道，俄罗斯自然科学院首席科学秘书娜塔莉亚·斯图科娃8月14日称："自科学院1995 年成立以来，我们已遴选数十位中国科学家担任本院院士或通讯院士，其中近5年约有20位当选者，所 有入选者均为相关研究领域公认的领军学者。关于苏文先生，我院未掌握其任何信息，也未发现其与科 学院存在关联。" 外籍院士、东坡书院院长身份遭质疑 郏县是苏洵、苏轼、苏辙父子三人的安葬之地，拥有全国重点文物保护 ...