（济川药业公告） 近日，济川药业发布公告称，公司全资子公司济川药业集团有限公司与北京普祺医药科技股份有限公司签署独家商业 化合作协议，约定授权济川有限在合作期限内独家负责普祺医药拥有的普美昔替尼（PG-011）鼻喷雾剂在国内的商业 化。济川有限向普祺医药支付最高不超过人民币1亿元（含税）的独家商业化权益的对价。 公告提到，本次签订的合作产品正处于临床Ⅲ期阶段，产品最终能否获批上市尚存在不确定性。若产品最终未能获批 上市，济川有限所支付的首付款不可退还，需承担人民币4000万元的损失。目标产品实现里程碑事件后，济川有限才 支付对应的里程碑款项，最终里程碑付款金额尚存在不确定性。 ...

（wind） 2月3日，A股酿酒板块部分股票表现活跃。其中，皇台酒业连续四个交易日涨停，今日收盘股价报19.27元/股。贵州茅 台今日成交额约126.3亿元，股价收盘时报1474.92元/股，涨幅约3.36%。 ...

Group 1 - The company announced a capital increase agreement where Tian Xiqiu and Lai Xianyang will each invest in 百果园商业管理 at a price of RMB 1.0 per share, contributing RMB 660,000 and RMB 300,000 respectively [1] - After the capital injection, Tian Xiqiu and Lai Xianyang will hold approximately 33.67% and 15.31% of 百果园商业管理, respectively, diluting the company's ownership from 100% to 51.02% [1] - 百果园商业管理 will continue to be a subsidiary of the company, and its financial performance will be consolidated into the company's financial statements [1] Group 2 - The company entered into Supplementary Agreement I, converting a total principal amount of RMB 180 million under Loan Agreement I into an interest-bearing loan, with a term until March 31, 2029, at an interest rate of 3.0% plus 20 basis points [1] - Under Loan Agreement II, the company conditionally agrees to provide a maximum loan amount of RMB 70 million to 百果园商业管理, with a term until March 31, 2029, also at an interest rate of 3.0% plus 20 basis points [1]

2月2日，专注于创新RNA干扰（RNAi）疗法开发的临床阶段生物技术公司圣因生物宣布与基因泰克（Genentech，罗 氏集团旗下子公司）达成一项全球研发合作与许可协议，双方将基于圣因生物专有的RNAi药物研发平台共同推进一款 RNAi疗法的开发。 根据协议条款，圣因生物将获得2亿美元的首付款，并有权收取开发和销售里程碑付款，共计15亿美元；以及分级特 许权使用费。 （圣因生物公众号） 根据协议，圣因生物将授权该药物的全球独家开发和商业化权利给基因泰克。圣因生物将负责该药物的早期研发，基 因泰克将负责该药物后续所有的临床开发和商业化活动。 圣因生物专有的RNAi药物研发平台涵盖了新型药物化学修饰和递送技术，该技术平台可用于为多个疾病领域开发潜在 的突破性siRNA药物。 ...

来源：证券时报网 作者：刘茜 江瀚新材1.22亿股限售股上市流通，多名高管承诺一年内不减持。 近日，江瀚新材(603281)发布公告，公司首次公开发行限售股份于2月2日起上市流通。本次解除限售的股份数量约为1.22亿股，占公司总股本的32.58%， 共涉及9名股东。 公告显示，此次解禁的股份类型为首发原股东限售股份，锁定期为自公司股票2023年1月31日上市之日起36个月。因2026年1月31日为非交易日，上市流通 日顺延至2月2日。 值得注意的是，公司8名董事、高级管理人员及核心人员已共同承诺：在2026年2月2日至2027年2月1日期间，不以任何方式转让或减持其持有的公司股 份。有业内人士表示，这一承诺旨在传递管理层对公司未来发展的信心，有望缓解限售股解禁对市场的短期压力。 江瀚新材于2023年1月在上交所主板上市，首次公开发行6666.67万股。2023年5月，公司实施了资本公积金转增股本方案，每10股转增4股，总股本由约 2.67亿股增加至约3.73亿股，本次上市流通的限售股数量也相应由原约8689万股调整增至约1.22亿股。 江瀚新材专业从事功能性有机硅烷及其他硅基新材料的研发、生产、销售与进出口贸 ...

Core Insights - The company expects a revenue of approximately 2.5 billion yuan in 2025, representing a year-on-year decrease of about 57.06% [1] - The anticipated net loss is around 1.1 billion yuan, reflecting a year-on-year increase of approximately 129.67% [1] - The decline in revenue is primarily due to the recognition of a significant upfront payment from Bristol-Myers Squibb (BMS) in the previous year, which was higher than the milestone income recognized in the current reporting period [2] R&D and Clinical Trials - The company has increased its R&D investment significantly to accelerate the development of its product pipeline, with 17 innovative drugs currently in clinical trials, including 6 in global trials [1] - Over 100 innovative drug clinical trials are being conducted globally, with more than 90 trials in China, including 17 domestic Phase III registration trials [1] - The company's core product, iza-bren, has received acceptance for its New Drug Application (NDA) from the National Medical Products Administration (NMPA) and is included in the priority review process [1] Collaboration and Financials - The collaboration with BMS on iza-bren is progressing well, with a milestone achievement in the global Phase II/III key registration trial, resulting in a milestone payment of 250 million USD [2] - In the previous year, the company received an irrevocable and non-deductible upfront payment of 800 million USD from BMS, which contributed significantly to the prior year's income [2]

Core Viewpoint - Inno Laser announced that its board secretary and deputy general manager, Mr. Zhang Yong, plans to reduce his shareholding in the company by selling up to 14,700 shares within 90 days after a 15 trading day period from the announcement date, which represents 0.01% of the total share capital after deducting the repurchase account [1] Summary by Category - **Shareholding Reduction** - Mr. Zhang Yong directly holds 58,700 shares of the company and intends to sell a maximum of 14,700 shares [1] - The planned reduction will occur through centralized bidding [1] - The reduction represents no more than 0.01% of the company's total share capital after accounting for the repurchase account [1]

（麦德龙中国） 据麦德龙官方通告，文安德（Andrew Miles）多年效力于沃尔玛旗下山姆会员店，曾担任山姆中国区商品管理与供应 链效率提升方面的核心管理职务。其在任期间，深度参与并推动了山姆在高品质商品差异化策略、全球供应链本土化 优化以及会员制精细化运营体系的建设，其工作对提升门店运营效率与增强会员黏性起到了关键作用。麦德龙期待 Andrew的加入，以推动麦德龙持续提升商品竞争力和长期用户价值。 近日，据麦德龙中国消息，麦德龙中国宣布任命山姆会员店前高管文安德（Andrew Miles）为顾问，自2026年2月起生 效。 ...

Core Viewpoint - The company expects a net profit attributable to shareholders for the fiscal year 2025 to be between 22 million and 32 million yuan, representing a year-on-year growth of 127.26% to 139.65% Group 1: Performance Drivers - The company's performance is primarily influenced by its proactive engagement in the solid-state battery technology development, focusing on the dry electrode preparation equipment sector, and establishing strategic partnerships with industry players, leading to successful sales of dry electrode equipment [1] - The company is capitalizing on opportunities in the energy storage battery industry by increasing research and sales efforts for energy storage battery manufacturing equipment, resulting in a rapid growth in order volume and revenue compared to the previous year, thus securing annual performance [1] - The subsidiary, Jinde Lithium, has seen an increase in production and revenue from its lithium carbonate extraction business from lepidolite, while another project for high-purity rubidium and cesium salts has commenced production, contributing to revenue [1] Group 2: R&D and Cost Management - The company has increased its R&D investment, optimizing product structure and enhancing the capacity utilization of high-end equipment, while implementing refined cost control measures, leading to positive outcomes in cost reduction and efficiency improvement, thereby strengthening core competitiveness and overall profitability [2] - The impact of non-recurring gains and losses on net profit is estimated to be around 8 million yuan [2]

每经记者|闫峰峰 每经编辑|吴永久 伴随股价自高点回落超35%，歌尔股份加码了回购金额，公司回购金额从5亿~10亿元提升至10亿~15亿 元。《每日经济新闻》记者发现，公司昨日收盘价已跌破公司的回购均价27.32元，公司的控股股东曾 在20元附近大规模增持。而在公布新回购方案次日，公司公布的回购进度显示，其回购金额已达11.08 亿元，这说明其在2月2日回购了1.58亿元。 2026年2月1日晚间，歌尔股份发布公告，将股份回购资金总额从原计划的5亿~10亿元提升至10亿~15亿 元，回购下限金额增幅达100%。此次调整仅涉及回购规模，不涉及回购价格上限、回购期限、回购用 途等条款。 截至2026年1月31日，歌尔股份已累计回购股份3449.7万股，占总股本的0.97%，支付总额约9.5亿元， 已接近原方案上限和新方案的下限，回购均价约为27.5元/股。公司表示，此次上调回购资金金额是基 于对公司未来发展的信心以及对公司价值的认可，根据公司实际情况以及未来员工激励的需要。 歌尔股份上述回购计划于2025年4月10日发布，实施期限为自2025年4月10日起不超过12个月，回购股份 计划用于公司员工持股计划或股权激 ...