Zhong Zheng Wang
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港股上市公司财讯传媒更名为BFB HEALTH
Zhong Zheng Wang· 2026-01-28 12:53
公开信息显示,作为扎根于安徽省亳州市的民营企业上市公司,BFB HEALTH依托亳州丰富的中药材 资源与完善的健康产业集群,近年来从区域龙头逐步成长为全国性远程医疗服务平台。此外,BFB HEALTH率先实现了远程医疗服务的规模化、规范化运营,其构建的"线上诊疗+健康管理+产品服务"闭 环模式,契合"互联网+医疗健康"的行业发展路径。 中证报中证网讯(记者王辉)近日,港股上市公司财讯传媒集团有限公司正式更名为"BFB Health Limited",中文股票简称由"财讯传媒"更改为"BFB HEALTH",港股代码维持不变。由此,更名后的 BFB HEALTH将成为远程医疗健康管理领域的港股上市公司。 据了解,BFB HEALTH在二级市场的融资,50%用于大健康产业的AI化升级以及新药研发,50%将用于 产品迭代、品牌建设以及智能化生产线升级。 ...
加强铅锌板块战略布局 驰宏锌锗拟向全资子公司增资33亿元
Zhong Zheng Wang· 2026-01-28 12:47
二是呼伦贝尔驰宏是保障公司铅锌板块战略布局的重要支撑。一方面,它是公司北方区域重要的战略支 点,形成区域内"矿山+冶炼"协同;另一方面,有助于提升公司稀贵稀散金属产业链控制力和关键材料 自主保障能力。 公告显示,截至2025年9月末,呼伦贝尔驰宏的总资产、总负债、净资产分别为29.22亿元、51.47亿元 和-22.25亿元。2025年前三季度,呼伦贝尔驰宏实现营业收入43.73亿元,净利润为959.36万元。 中证报中证网讯(记者吴科任)驰宏锌锗(600497)1月28日晚发布公告称,公司拟以自有资金向旗下全 资子公司呼伦贝尔驰宏矿业有限公司增资33亿元,主要用于其偿还内部借款、补充流动资金和铅锌冶炼 挖潜增效项目建设。 谈及本次增资的必要性,驰宏锌锗表示主要有两点: 一是呼伦贝尔驰宏已具备持续盈利基础,未来发展前景向好。驰宏锌锗列举的理由包括:呼伦贝尔驰宏 的技术升级成效显著,原料适应性及伴生金属回收能力强;生产运营稳健高效,产品产量及经济技术指 标持续优化;成本结构持续改善,冶炼完全成本处于行业前1/2分位;区位资源禀赋突出,原料供应充 足且丰富;产品销售渠道宽、议价能力强;人员支撑稳定,现有员工队伍稳 ...
新版《药品管理法实施条例》发布 罕见病和儿童用药享市场独占期
Zhong Zheng Wang· 2026-01-28 08:44
《条例》提出,支持以临床价值为导向的药品研制和创新,鼓励研究和创制新药,支持新药临床推广和 使用。明确药物非临床安全性评价研究机构资格认定程序,细化药物临床试验管理要求。设立药品上市 注册加快程序,明确药品再注册程序,规定处方药、非处方药转换机制。对符合条件的儿童用药品、罕 见病治疗用药品给予市场独占期,对含有新型化学成分的药品等进行数据保护。细化药品上市许可持有 人的责任。 《条例》强调,加强药品生产管理。严格药品委托生产管理,压实委托生产时药品上市许可持有人的责 任,明确可以委托分段生产药品的情形。明确中药饮片、中药配方颗粒生产、销售的管理要求。 《条例》要求,完善药品网络销售管理制度,压实药品网络交易第三方平台提供者责任。加强医疗机构 药事管理,保障使用环节药品质量。明确医疗机构配制制剂审批流程,规定医疗机构制剂调剂使用条件 和程序,支持配制儿童用医疗机构制剂,满足儿童患者用药需求。 中证报中证网讯(记者傅苏颖)日前,新修订的《中华人民共和国药品管理法实施条例》(简称《条例》) 发布,自2026年5月15日起施行。 张伟表示,展望未来,随着《条例》的深入实施,将进一步提升我国药品审评审批的质量和效率,加 ...
东阳光药联手晶泰控股 打造AI药物研发引擎
Zhong Zheng Wang· 2026-01-28 08:06
Core Viewpoint - Dongyang Sunshine Group's subsidiary, Dongyang Sunshine Pharmaceutical, has entered into a strategic partnership with Crystal Tech Holdings to establish a joint venture aimed at creating an industry-leading AI drug development engine, with an investment of several hundred million yuan [1] Group 1: Partnership Details - The joint venture will focus on leveraging Dongyang Sunshine Pharmaceutical's extensive real-world data assets, which include over 150 approved drugs and more than 100 drugs in development, alongside Crystal Tech's unique advantages in quantum physics, AI, and robotics [1] - The collaboration aims to accelerate the discovery and clinical translation of candidate drugs in the field of autoimmune diseases by combining Dongyang Sunshine's full-chain R&D experience with Crystal Tech's AI drug development technology [1] Group 2: Technological Integration - The partnership will establish an AI supercomputing platform based on a "computing power + data + ecosystem" model, which will be open to collaboration with academia and industry [1] - The goal is to transform data assets and AI products into a "Model as a Service" (MaaS) business model, enhancing the commercial viability of their joint efforts [1]
黄仁勋餐桌“出圈”背后 古越龙山多维度撬动黄酒高端市场
Zhong Zheng Wang· 2026-01-28 08:06
品牌传播方面,公司聚焦高端定位,强化"中国消费名品"等核心标签传播,深入挖掘并推广国家级非遗 酿造技艺,巩固"正宗黄酒标杆"的品牌认知。营销层面,以"百城共品古越龙山"为全年主线,联合中国 企业家俱乐部开展"名酒进名企""名酒进商会"等高端圈层品鉴活动,同时加大短视频等新媒体平台投放 力度,实现"品效合一"。值得关注的是,此次产品进入科技精英私宴场景,是公司产品在布局高端消费 场景过程中的一次重要突破,印证了其品牌在高净值人群中的认可度,就行业发展现状而言尤为难得。 中证报中证网讯(记者罗京)近期,英伟达创始人黄仁勋在沪私宴时饮用古越龙山(600059)黄酒的相关 照片经社交平台传播后,引发市场广泛关注,带动公司品牌及产品热度显著攀升。 黄酒承载着中国千年酿酒文化,但长期以来,行业面临消费场景固化、价格带偏低、"有品类无品牌"等 发展瓶颈,品牌价值未能充分释放。在此背景下,古越龙山近年推进的高端化、年轻化、全球化、数字 化"四化战略",成为其突破行业局限的核心路径,而此次事件的市场反响,也被视为其长期布局的阶段 性体现。 在产品端,古越龙山以年份酒为核心强化高端产品线布局,重点打造国酿、青花醉等系列产品。其核 ...
瑞松科技:高精高速机器人投产下线
Zhong Zheng Wang· 2026-01-28 08:06
Group 1 - The core message is that Ruishun Technology has successfully launched its high-precision and high-speed robot (PLR robot), marking a significant advancement in its autonomous research and production capabilities [1] - The PLR robot features a multi-link parallel mechanical structure and real-time embedded coordination control technology, achieving complex posture control with six degrees of freedom, high rigidity, high speed, and micron-level repeatability precision [1] - The robot can reach speeds of up to 2.2 m/s and achieve a repeatability precision of 0.8 μm, with an intelligent control system that allows for intuitive programming and adjustment of complex motion paths [1] Group 2 - Ruishun Technology's high-precision optical fiber assembly solution has successfully passed process validation from leading international companies, utilizing the PLR robot to achieve intelligent optical fiber assembly [2] - The PLR robot is specifically designed to address bottlenecks in ultra-high-speed and ultra-precision operations in semiconductor packaging and precision electronic assembly [2] - The company plans to continue focusing on core strategic areas such as semiconductor and ultra-precision manufacturing, expanding into high-growth markets like precision electronic manufacturing, flexible FPC assembly, optical fiber manufacturing, and wafer probe card manufacturing [2]
仲量联行:2025年中国商业地产市场展现出结构性韧性
Zhong Zheng Wang· 2026-01-28 06:13
Core Viewpoint - The commercial real estate market in China is showing significant structural resilience amidst a complex macro environment, becoming a vital vehicle for supporting the real economy, promoting consumption upgrades, and facilitating domestic and international dual circulation [1] Group 1: Office Market Demand - In 2025, the demand for Grade A office space in major Chinese cities is experiencing a moderate recovery, with a net absorption of 1.629 million square meters in first-tier cities, supported significantly by the expansion of the technology sector [1] - The technology and internet industry is identified as the core engine for demand recovery, with active performance in sub-sectors such as artificial intelligence, mobile gaming, and consumer electronics, leading to a rebound in office demand across multiple cities [1] - In Shenzhen, technology companies dominate market transactions, accounting for nearly 30% of leasing area, while in Shanghai, the technology and internet sector recorded several large leasing transactions, increasing its demand share to 17%, becoming the second-largest source of demand [1] Group 2: Financial Services and New Office Demand - The financial services sector is maintaining a robust performance, with financial demand in Shanghai reaching 25%, driven by the expansion of quantitative investment and securities firms, significantly boosting demand for high-end office spaces in core cities [2] - Changes in consumer structure are giving rise to new types of office demand, with outdoor sports brands and trendy IPs establishing regional headquarters or flagship stores in Shanghai [2] - In Guangzhou and Shenzhen, the acceleration of domestic brands going global has led to a significant increase in office demand for supporting professional services such as cross-border legal consulting, international logistics, overseas marketing, and cross-border payments [2] Group 3: Future Outlook - Looking ahead to 2026, high-tech and high-value-added industries are expected to continue driving office demand, with financial and professional services remaining foundational [2] - Certain cities, leveraging industrial clustering and openness, are anticipated to achieve demand recovery first in sectors such as consumer electronics, AI+, gaming industry, and Chinese enterprises going global, providing strong support for the long-term recovery of China's office market [2]
中伟新材:仍看好镍系材料增长空间 产能利用率较高
Zhong Zheng Wang· 2026-01-28 06:12
Core Viewpoint - The company remains optimistic about the growth potential of nickel-based materials, expecting to maintain the leading position in the ternary precursor market by 2025, supported by high capacity utilization rates [1] Group 1: Market Demand and Growth Drivers - Domestic demand is upgrading, with the launch of high-performance electric vehicles featuring high-nickel ternary batteries, leading to an increase in the proportion of ternary installations [1] - European policy direction is driving the continuous increase in electric vehicle penetration rates [1] - The gradual commercialization of solid-state batteries is promoting the growth of high-nickel ternary materials [1] Group 2: Resource Strategy and Production Capacity - The company has strategically secured 600 million wet tons of nickel ore resources globally through investments, partnerships, long-term agreements, and exclusive purchasing [1] - In Indonesia, the company has established a nickel raw material industrial base with a current smelting capacity of 195,000 metal tons per year, and an equity capacity of approximately 120,000 metal tons per year, expected to reach full production by 2026 [1] - The company currently has no plans for new smelting capacity in Indonesia, focusing instead on solidifying resource layout and promoting material capacity release [2] Group 3: Technological Advantages and Production Flexibility - The company employs a combination of technologies, including oxygen-enriched side-blowing and RKEF, to create a smelting process advantage, allowing flexible production scheduling among different products (electrolytic nickel, high ice nickel, nickel iron) in response to nickel prices and downstream demand changes [2] - The company began developing oxygen-enriched side-blowing technology in 2021, with the Zhongqing New Energy Phase II project set to achieve full production in January 2026, capable of producing 60,000 metal tons of high ice nickel annually [2] Group 4: Vertical and Horizontal Expansion - Over the past decade, the company has expanded from nickel-based materials (ternary precursors) and cobalt-based materials (cobalt tetroxide) to include phosphorus-based materials (phosphate iron, lithium iron phosphate) and sodium-based materials, achieving a complete industrial chain from upstream resources to downstream materials and recycling [2] - Recent resource layouts in Indonesia, Argentina, and other regions for nickel, lithium, and phosphorus have strengthened the company's autonomy in the industrial chain [2]
有研硅完成对日本DGT 70%股权收购 完善半导体产业链布局
Zhong Zheng Wang· 2026-01-28 06:12
2025年3月,有研硅经董事会、监事会及临时股东会审议通过相关议案,以自有资金119138.82万日元 (折合人民币约5846.97万元)现金收购控股股东株式会社RS Technologies(简称"RST")所持DGT股权。 截至公告披露日,首笔对价款83397.17万日元(折合人民币3766.88万元)已支付完毕,股权交割先决条件 全部满足,DGT正式成为有研硅控股子公司并纳入合并财务报表范围。 中证报中证网讯(记者杨洁)近日,有研硅发布公告称,已顺利完成对株式会社DG Technologies(简 称"DGT")70%股权的收购交割,公司在半导体产业链下游延伸及全球市场拓展方面迈出关键一步。 作为国内半导体硅材料领域的标杆企业,有研硅前身为中国有研科技集团有限公司(原北京有色金属研 究总院)401室,自上世纪50年代起便投身半导体硅材料研究,历经半个多世纪的技术积淀与产业深耕, 公司在国内率先实现了6英寸、8英寸硅片的产业化,率先实现12英寸工艺的技术研发,有力支持了中国集 成电路产业的发展。 在业内人士看来,此次收购对于有研硅有着多重战略意义。一是实现产业链垂直整合,公司现有硅材料 产品为粗加工中间品 ...
永兴股份获准发行30亿元科创债
Zhong Zheng Wang· 2026-01-28 06:12
Group 1 - The company Yongxing Co., Ltd. has received approval from the CSRC to publicly issue technology innovation corporate bonds with a total face value of up to 3 billion yuan, valid for 24 months [1] - The issuance of technology innovation bonds is expected to help the company reduce financial costs and enhance performance, as the interest rates for such bonds have been consistently low, around 2% [1] - The recent trend shows that the issuance rates for technology innovation bonds, such as those from Huqin Technology and Bihuiyuan, have dropped to as low as 1.98% [1] Group 2 - Yongxing Co., Ltd. is a leading enterprise in the solid waste treatment sector in Guangzhou, benefiting from its state-owned background and stable operational fundamentals [2] - The company is expected to lock in low financing rates, significantly reducing financial expenses by replacing high-interest existing debts, thus creating more room for performance enhancement [2] - The phased issuance of bonds allows for flexible matching with project construction and debt maturity schedules, optimizing the debt structure and reducing liquidity risks [2]