公司将积极筹备维适平 的商业化上市，努力将该疗法尽快带给国内患者，并推动纳入国家医保目录。 此次获批是公司2030年发展战略的重要组成部分，战略明确提出以"BD合作+自研"双轮驱动，实现商业 化和研发的双重价值。公司计划到2028年实现收入规模超过100亿元人民币，到2030年超过150亿元人民 币，收入年复合增长率预计在2025至2030年超过50%。 此次批准基于亚洲多中心III期注册临床ENLIGHTUC研究及全球III期注册研究ELEVATEUC的结果， ENLIGHTUC研究纳入340名患者，在治疗中达到了统计学显著性和良好的安全性特征。 2月6日，云顶新耀发布公告称，其新药维适平 （精氨酸艾曲莫德片）在中国获得新药上市申请批准， 用于治疗对传统治疗或生物制剂应答不充分的中度至重度活动性溃疡性结肠炎成人患者。 ...

许可产品斯鲁利单抗注射液为集团自主研发的创新型抗PD-1单抗，已在多个国家和地区获批上市，并 且在中国境内的适应症包括多种类型的癌症。 根据协议，Eisai需向复宏汉霖支付至多1.55亿美元的不可退还首付款及监管里程碑款项，其中首付款为 7500万美元，监管里程碑款项可达8001万美元。此外，Eisai还需根据许可产品的年度净销售额向复宏汉 霖支付至多2.33亿美元的销售里程碑款项及特许权使用费。 近日，复星医药（600196）发布公告称，控股子公司复宏汉霖与Eisai签订《许可协议》，由复宏汉霖授 予Eisai于许可区域（即日本）及领域（即用于肿瘤适应症治疗）开发、生产及商业化斯鲁利单抗注射液 的权利。 ...

其中，R2二类居住用地为DX00-0202-0188地块，用地面积2.14公顷，建筑面积3.85万平方米，容积率 1.8，建筑限高36米。 地块位于五环至六环之间，距离地铁4号线清源路站1.2公里左右，周边有新辰天地、天键广场、仁和医 院、大兴区人民医院、清源公园等生活配套。 根据公示，此次实施方案规划范围位于大兴新城东组团0202街区，东至陈庄子西巷道路西红线，西至兴 旺大街道路东红线，南至富华路道路北红线，北至陈庄子路道路南红线。用地面积约4.33公顷，地上建 筑规模约3.85万平方米。规划用地性质包括二类城镇住宅用地、社会停车场用地、公园绿地等。 大兴新城东组团已有大兴·星光城、绿城晓月和风、金地旭辉江山风华等项目，成交均价约为5.2万元/ ㎡。 2月5日，北京大兴规自分局公示《大兴区黄村镇三合庄改造土地一级开发项目DX00-0202-0188等地块 规划综合实施方案》。 此前，大兴新城东组团已有大兴·星光城、绿城晓月和风、金地旭辉江山风华等项目，成交均价约为5.2 万元/㎡。 ...

基金的募资规模暂定为5亿元，其中公司作为有限合伙人拟以自有资金认缴出资不超过1亿元，约占基金 募资规模的20%。 近日，和元生物发布公告称，公司拟参与设立产业并购基金，基金名称为和元弘盛产业投资基金合伙企 业，主要投资于细胞与基因治疗产业链及其上下游相关行业。 ...

Group 1 - The company announced the appointment of three new vice presidents: Wang Zhongxin, Chen Lishan, and Feng Shini, based on the nomination by Chairman and President Xie Zilong [1] - Chen Lishan will continue to serve as the company's financial officer, while Feng Shini will remain the board secretary [1]

Core Viewpoint - Recently, Dirui Medical (300396) announced that it received a decision from the Jilin Regulatory Bureau of the China Securities Regulatory Commission on February 5, 2026, regarding corrective measures due to improper revenue recognition from foreign sales orders [1] Summary by Categories Revenue Recognition Issues - The company improperly recognized revenue from foreign sales orders, overstating operating income by 3.69 million yuan, which accounts for 0.27% of the company's total operating income for 2023 [1] - Additionally, the company overstated operating profit by 720,000 yuan, violating relevant information disclosure management regulations [1] Regulatory Actions - The Jilin Regulatory Bureau decided to impose administrative regulatory measures requiring the company to correct its practices [1] - Warnings were issued to the company's then-General Manager Wang Xueming, Deputy General Manager Niu Dandan, and Chief Financial Officer Zhang Xingyan [1] Compliance and Internal Control - The company and the relevant personnel are required to submit a rectification report within 30 days and to strengthen internal controls to prevent similar issues from occurring in the future [1]

3、爱尔眼科与湖南恒泰康康复医疗产业发展有限公司及其下属机构不存在股权控制、业务关联或经营 管理关系。 公司及实际控制人陈邦先生始终坚持依法合规经营，严格执行国家关于医疗服务、医保基金使用和患者 权益保护的相关法律法规，对任何违法违规行为持"零容忍"态度。 2月6日，爱尔眼科（300015）发布公告称，关注到部分媒体关于精神专科医院涉嫌违规问题的报道中， 将襄阳恒泰康医院有限公司（以下简称"襄阳恒泰康"）与爱尔眼科直接关联。为避免相关传闻对广大投 资者及社会公众造成误导，切实维护投资者合法权益，公司现就有关情况澄清说明如下： 1、襄阳恒泰康非爱尔眼科所属企业。该公司为爱尔医疗投资集团有限公司（以下简称"爱尔医疗投 资"）与其他投资方合资设立的四级子公司。 2、襄阳恒泰康由其医院管理团队经营。爱尔医疗投资不参与襄阳恒泰康的日常经营管理。 ...

Core Insights - Alibaba's Qianwen launched the "Spring Festival 3 Billion Free Order" campaign, distributing free milk tea cards, leading to server congestion on the Qianwen app due to high demand [1] - The company reported over 1 million milk tea orders placed within 3 hours of the campaign's launch, marking the largest investment in a Spring Festival activity in Alibaba's history [1] - The campaign is part of a broader AI competition during the Spring Festival, with Alibaba investing the highest amount in this context [1] Company Developments - The Qianwen app experienced server issues, displaying messages indicating high traffic, prompting Alibaba to allocate additional resources to ensure smooth operation [1] - As of January 15, the Qianwen app integrated with various Alibaba ecosystem platforms, including Taobao, Alipay, and others, to enhance its AI shopping capabilities [1]

（wind） 2月6日，港股茶饮板块多支股票上扬。截至发稿，古茗涨幅4.12%，沪上阿姨涨幅3.93%，茶百道涨幅 3.74%，奈雪的茶涨幅0.93%，蜜雪集团涨幅0.6%。 (编辑：林辰) ...

Core Viewpoint - By 2025, Tesla's Shanghai Gigafactory is expected to account for over half of Tesla's global delivery volume, indicating significant growth in production capacity and market reach [1] Group 1 - Tesla's Vice President Tao Lin announced via Weibo that the Shanghai Gigafactory's delivery volume will reach over 50% of Tesla's total global deliveries by 2025 [1] - The energy storage Gigafactory's production capacity is also set to supply multiple markets both domestically and internationally [1]