李康去世后，百济神州联合创始人王晓东撰文悼念，提及他们同年赴美留学、一起打篮球、一起发科研论文、一起成为百济神州初创团队成员的往事。 经济观察报 记者 张铃 经济观察报获悉，近日，百济神州（ONC.NASDAQ/06160.HK/688235.SH）前高级副总裁、生物药研发负责人李康因脑溢血去世，享年69岁。 李康是百济神州PD-1药物替雷利珠单抗（百泽安）的主要发明人，被业内誉为"百泽安之父"。2011年8月，他加入百济神州并创建生物药部门。2024年3月， 他从百济神州退休。 替雷利珠单抗是百济神州的第二大单品，也是销售额最高、国际化进程最快的国产PD-1药物，目前已在全球47个市场获批，合计销售额达到165亿元。 在百济神州2020年年会上，适逢替雷利珠单抗获批不久，李康在演讲中提到他和妻子加入百济神州的往事。当时，他们辞掉工作，卖掉在美国圣地亚哥的房 子，从江苏太仓一路开车到北京。他在演讲的最后说："我们心中有一盏灯，为癌症病人做更新更好的抗癌药，挽救生命，提高生命的质量。" 王晓东写道："他作为百济生物药第一人，披荆斩棘，推动百泽安上市，不仅为上百万肿瘤患者点亮生机，也在公司最艰难的早期，通过两次关 ...

经济观察网 据云顶新耀微信公众号9月18日消息，在2025年第18届IgA肾病国际研讨会（IIgANN 2025） 上，耐赋康 （布地奈德肠溶胶囊，NEFECON ）展示了7项来自中国多家顶尖医院的最新真实世界研究 数据。其中一项重要的观察性研究评估了耐赋康 治疗IgA肾病12个月的有效性和安全性，其结果证实了 耐赋康 在"长期对因治疗"IgA肾病方面具有显著临床获益。 ...

Core Viewpoint - The Daitengxia Ship Lock has become a crucial hub for inland waterway transportation, significantly enhancing the shipping capacity and connectivity of the region since its trial operation began in March 2020 [1] Group 1: Operational Performance - Since the trial operation, a total of 146,400 vessels have passed through the Daitengxia Ship Lock, with a cumulative cargo capacity exceeding 400 million tons [1] - The navigation level of the waterway has improved from a 300-ton capacity to the highest standard in China's inland waterway shipping of 3,000 tons [1] Group 2: Strategic Importance - The Daitengxia Ship Lock serves as a vital artery for the inland waterway transportation route from Yunnan, Guizhou, and Guangxi to the sea, supporting the integration of Guangxi into the Guangdong-Hong Kong-Macao Greater Bay Area [1] - The project features multiple technical indicators that are leading either globally or domestically, underscoring its strategic significance [1]

经济观察报记者 张晓晖 分众传媒信息技术股份有限公司（002027.SZ，下称"分众传媒"）即将成为西贝的股东，传媒大佬——江南春将间接成为西贝的股东之一。 江南春为什么会成为西贝的间接股东？ 这源于8月6日分众传媒对成都新潮传媒集团股份有限公司（下称"新潮传媒"）83亿元的全资收购，而新潮传媒又是西贝的投资人，持股1%。2025年9月18 日，经济观察报记者从分众传媒了解到，目前该收购案尚未完成股权过户。 内蒙古西贝餐饮集团有限公司（文中称"西贝"）董事长贾国龙，与网络博主罗永浩关于预制菜的纷争发酵之后，资本市场格外关注起西贝。 股权探秘 这名财税人士指的34个有限合伙企业，是人生喜悦公司股权穿透的结果。人生喜悦公司出资额为6.75亿元，成立日期为2020年12月24日。这家有限合伙企业 拥有34名合伙人，除了北京西贝，另外33家合伙人分别叫作：呼和浩特XXXX企业管理中心（有限合伙）。 按照持股份额顺序排列，这10名股东分别是：北京西贝企业管理有限公司（持股40.61%，为贾国龙、张丽平夫妇二人的企业，下称"西贝管理"）；贾国龙 （持股29.59%）；呼和浩特市人生喜悦企业管理中心（有限合伙）（持股10. ...

经济观察网 9月18日，高盛当日就腾讯控股(00700.HK)发布研报称，对腾讯前景信心增强，认为腾讯通 过投资，护城河不断加深，凭借其独特微信生态及全球游戏资产，可成为中国互联网行业中最能受惠于 AI应用发展的企业之一。该行给予腾讯买入评级，目标价701港元。 ...

经济观察网据央视新闻消息，江苏省近年来加快推进水陆空基础设施建设，多个标志性"超级工程"展现 了江苏速度。在长江泰州和常州段，常泰长江大桥自2019年开建，预计2025年完工，将大幅缩短两地通 行时间。另外，张靖皋长江大桥和海太长江隧道也在建设中，后者是世界最长公路水下盾构隧道。这些 工程为沿江两岸群众出行提供便利，推动了跨江城市群的融合与长三角一体化进程。目前江苏已建成20 条过江通道，多个项目正在推进中，助力区域经济高质量发展。 ...

Core Insights - The core focus of the news is on the integration of artificial intelligence and digital technologies in supply chain management, particularly highlighted at the China International Investment and Trade Fair [3][10]. Group 1: Supply Chain Innovation - Supply chain innovation is a key theme at the 2025 China International Investment and Trade Fair, with a push for the development of smart supply chains through AI and IoT technologies [3]. - The Chinese government has initiated a plan to accelerate the development of smart supply chains, encouraging leading companies to integrate digital technologies deeply into their operations [3][15]. Group 2: Company Overview - Jianfa Co., Ltd. - Jianfa Co., Ltd. has established itself as a significant player in the supply chain sector, achieving a revenue of 508.936 billion yuan from its supply chain operations in 2024, with total revenue exceeding 700 billion yuan [6]. - The company has developed a comprehensive supply chain service model, known as LIFT, which encompasses logistics, information, finance, and business elements [6]. Group 3: Digital Transformation and AI Integration - Jianfa Co., Ltd. is leveraging AI and big data to enhance its supply chain operations, focusing on various application scenarios to improve efficiency and risk management [7][11]. - The company has introduced the "Jianfa Cloud AI" platform, which integrates AI tools for comprehensive supply chain management, covering aspects from opportunity identification to contract execution [11][14]. Group 4: Logistics and Global Reach - Jianfa Co., Ltd. has established a robust logistics network with over 350 overseas storage points across more than 40 countries, enhancing its global supply chain capabilities [9]. - The company has developed an end-to-end smart logistics ecosystem, utilizing a "Supply Chain Logistics Control Tower" platform to optimize resource allocation and inventory management [9]. Group 5: Industry Challenges and Strategic Responses - The global supply chain is facing systemic security and structural resilience challenges due to rising trade protectionism and geopolitical conflicts, necessitating a strong supply chain support system for companies [4][15]. - Jianfa Co., Ltd. aims to address these challenges by deepening its integration of supply chain operations with digital technologies, enhancing collaboration and operational efficiency [15][16].

Core Insights - Didi's subsidiary 99 announced a significant investment of 2 billion Brazilian Reais (approximately 2.6 billion RMB) in its food delivery platform 99Food in Brazil, aiming for full implementation by June 2026, following the company's re-entry into the Brazilian market in April [1] - Meituan is also entering the Brazilian food delivery market with its service Keeta, planning to invest 1 billion USD (approximately 7.1 billion RMB) over the next five years [1] - The competition between Didi and Meituan in Brazil's food delivery market has intensified, with both companies engaging in legal disputes over competitive practices [2][3] Company Strategies - Didi's 99Food has relaunched its services in Brazil, starting in the city of Goiânia, and has expanded to São Paulo, signing over 20,000 restaurants [4][6] - Meituan's Keeta is in the trial phase and is expected to officially launch in October or November, with ongoing preparations to establish a logistics network and customer service centers [2][7] - Both companies are leveraging their respective strengths from the Chinese market to attract users and optimize operations in Brazil [6][7] Market Dynamics - The Brazilian food delivery market is highly concentrated, with iFood holding approximately 87% market share, while Didi and Meituan are attempting to capture a portion of this market [4][5] - iFood has established a strong competitive position through exclusive agreements with over 500,000 merchants and plans to invest 17 billion Brazilian Reais by 2026 to enhance its platform [5] - The Brazilian food delivery market is projected to grow from 1.29 billion USD in 2024 to 4.53 billion USD by 2033, with a compound annual growth rate of 15% [6]

经济观察网据智通财经，瑞士食品巨头雀巢董事长提前半年卸任，高管团队近期密集洗牌。9月17日， 雀巢集团董事会宣布，雀巢董事长保罗.薄凯(Paul Bulcke)决定卸任，现任副董事长巴勃罗.伊斯拉(Pablo Isla)将于10月1日接任董事长一职。在声明中，薄凯表示，自己对雀巢的新领导层充满信心，坚信雀巢 已为未来做好了充分准备。此刻是自己卸任、加速推进领导层换届的最佳时机，让伊斯拉和菲利普.纳 夫拉蒂尔(近期新任CEO)推进雀巢的战略，并以全新的视角引领公司发展。" ...

2024年12月20日，小菜园在港交所上市。根据财报，截至2025年6月底，共有672家在营门店，较去年同 期增加55家。不过，截至2024年末，小菜园全国门店数量总计667家。也就是说，相比增加了55家门 店，但其中50家都是在去年下半年开业。 经济观察网9月17日，小菜园国际控股有限公司(以下简称：小菜园)披露2025年中期报告。报告期内， 实现营业收入27.14亿元，同比增长6.5%；归母净利润3.82亿元，同比增长35.7%。报告显示，小菜园基 本每股收益为0.33元，2025年中期分配预案为每股派息0.2119元人民币。 ...