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（000538）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，提升中药材产业链协同效率。 点评： ...

Group 1 - The summer box office in 2025 has surpassed 9.5 billion yuan, indicating strong resilience in the domestic film consumption market [1] - The animated film "Wang Wang Mountain Little Monster" has achieved a cumulative box office of over 900 million yuan, becoming the highest-grossing 2D animated film in Chinese history [1] - The success of films like "Wang Wang Mountain Little Monster" reflects content innovation and the release of family viewing demand [1] Group 2 - In July, China's civil aviation transportation scale reached a historical high, with a total turnover of 14.8 billion ton-kilometers, a year-on-year increase of 8.6% [2] - Domestic airlines transported 64.73 million passengers in July, marking a 2.7% year-on-year growth, with international passenger transport showing a significant increase of 15.7% [2] - The growth in international passenger volume indicates a full recovery in tourism and business travel, which will drive profitability recovery for airlines [2] Group 3 - Rumors about Dong Yuhui's annual income exceeding 2 to 3 billion yuan after leaving Dongfang Zhenxuan have sparked significant attention, highlighting the influence of live-streaming e-commerce [3] - The response from Huixing Hangxing denied the accuracy of the income claims, indicating potential volatility in the live-streaming market [3] - The sustainability of the live-streaming sales model may depend on its ability to move away from reliance on celebrity endorsements [3] Group 4 - Costa Rica's coffee exports are under pressure due to a 15% tariff imposed by the U.S., which has historically been its largest export market [4] - The local coffee industry is actively seeking to expand into other overseas markets to mitigate the impact of the tariff [4] - Successfully diversifying into emerging markets in Europe and Asia could lead to supply chain diversification and industry upgrades [4]

Group 1 - The summer box office in China has surpassed 9.5 billion yuan, indicating strong resilience in the domestic film consumption market [1] - The animated film "Wang Wang Mountain Little Monster" has achieved over 900 million yuan in cumulative box office, becoming the highest-grossing 2D animated film in Chinese history [1] Group 2 - In July, China's civil aviation transportation scale reached a historical high, with a total turnover of 148 billion ton-kilometers, reflecting an 8.6% year-on-year growth [2] - Domestic passenger transport reached 64.73 million, a 2.7% increase, while international passenger transport saw a significant rise of 15.7% to 7.09 million [2] Group 3 - Rumors about Dong Yuhui's annual income exceeding 2 to 3 billion yuan after leaving the company have sparked interest in the live-streaming e-commerce sector [3] - The response from the company "Hui Tongxing" indicates that the income claims are not accurate, highlighting the volatility of income in the live-streaming industry [3] Group 4 - Costa Rican coffee exports are under pressure due to a 15% tariff imposed by the U.S., which has historically been its largest export market [4] - The local coffee industry is looking to expand into other overseas markets to mitigate the risks associated with reliance on a single market [4]

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 ...

Monetary Policy - The People's Bank of China released the monetary policy implementation report for Q2 2025, emphasizing the need for a moderately loose monetary policy to match economic growth and price level expectations [1] - The report highlights the importance of maintaining ample liquidity and using structural monetary policy tools to support technology innovation, consumption, small and micro enterprises, and stabilize foreign trade [1] - The policy aims to avoid systemic financial risks while adjusting based on market supply and demand and a managed floating exchange rate system [1] Aerospace Industry - China's aerospace sector has seen a surge in activity, with multiple successful satellite launches in August 2025, indicating accelerated development in satellite internet construction [2] - The commercial space launch market in China is projected to grow from 9.2 billion yuan in 2020 to 310 billion yuan by 2024, with a compound annual growth rate exceeding 100%, five times the global average [3] - Key players in the satellite internet sector include Shanghai Hanxun, Tianyin Electromechanical, and Huali Chuantong [3] Quantum Computing - Significant advancements in quantum computing have been made by research teams from Tsinghua University and Peking University, achieving a programmable instruction set architecture for quantum gates [4] - The quantum computing industry is expected to transition from experimental to commercial applications, with a potential market size reaching hundreds of billions of dollars by 2030 [4] - Notable companies in the quantum computing space include Keda Guochuang, Sanwei Xinan, and Guodun Quantum [4] Gene Editing - A groundbreaking gene editing clinical trial successfully restored insulin production in a patient with type 1 diabetes using genetically modified islet cells, marking a significant advancement in gene therapy [5] - The CRISPR gene editing technology is rapidly evolving, expanding its applicability to over 6,000 diseases, and is expected to reshape the diabetes treatment market [6] - Companies involved in gene therapy include Berry Genomics, Novogene, and Guanhao Biology [6] Stock Market Movements - Medike announced plans for a share reduction by a major shareholder, potentially affecting 12.2 million shares, or 3% of total shares [7] - Nanwei Medical's major shareholder intends to reduce holdings by up to 3,756,948 shares, representing 2% of total shares, due to funding needs [7] - Guotai Environmental received a notice regarding the investigation of its chairman, but the company asserts that its operations remain unaffected [7]

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。 ...