Group 1 - The core viewpoint of the news highlights the continued rise of wind power stocks in the Hong Kong market, driven by positive electricity consumption data and supportive government policies for the energy sector [1] - On September 23, the National Energy Administration reported that electricity consumption in August exceeded 1 trillion kilowatt-hours for the second consecutive month, reaching 10154 billion kilowatt-hours, marking a 5.0% year-on-year increase [1] - The joint release of guidelines by four government departments emphasizes the need for high-quality development in the energy equipment industry, promoting self-sufficiency, high-end, intelligent, and green development [1] Group 2 - Specific stock performance includes: Ruifeng New Energy up nearly 7% to 0.800, China High-Speed Transmission up 6% to 1.750, Goldwind Technology up over 4% to 13.370, and Dongfang Electric up 4% to 16.350 [2] - Other notable increases include Longyuan Power up 2.5% to 7.930, Datang New Energy up nearly 2% to 2.670, and minor gains for Xintian Green Energy and Jingneng Clean Energy [2] - The market analysis suggests that the recent policy signals will inject strong momentum into the environmental and low-carbon development of the electricity industry, benefiting solar, wind, and other new energy equipment companies [1]

9月25日，赛力斯发布公告表示，已收到中国证监会出具的《关于赛力斯集团股份有限公司境外发行上市备案通知书》，其 中提及，公司拟发行不超过331,477,235股境外上市普通股并在香港联合交易所上市。 责任编辑：栎树 赛力斯(601127.SH)盘初拉升逼近涨停，报163.49元，创历史新高，市值超2600亿元。消息面上，赛力斯赴港上市按下加速 键，发行H股获中国证监会备案。 ...

Group 1 - The A-share market's copper concept stocks continue to strengthen, with Jingyi Co. achieving three consecutive trading limit increases, and other companies like Baiyin Nonferrous Metals, Jiangxi Copper, and Shengtun Mining also showing significant gains [1] - The China Nonferrous Metals Industry Association's Copper Branch firmly opposes "involution" competition within the copper smelting industry, indicating a push for more sustainable practices [1] - The Grasberg mine in Indonesia, the world's second-largest copper mine, has declared "force majeure" and ceased operations due to a landslide incident, impacting global copper supply [1]

Group 1 - Wind power stocks in Hong Kong continue to rise, with notable increases in shares such as Ruifeng New Energy up nearly 7%, China High-Speed Transmission up 6%, and Goldwind Technology and Dongfang Electric both up over 4% [1] - The National Energy Administration reported that total electricity consumption in August surpassed 1 trillion kilowatt-hours, reaching 10154 billion kilowatt-hours, marking a 5.0% year-on-year increase [1] - This marks the first time in China that electricity consumption has exceeded 1 trillion kilowatt-hours for two consecutive months, and it is also a global first [1] Group 2 - A joint guideline was released by the National Energy Administration, Ministry of Industry and Information Technology, State-owned Assets Supervision and Administration Commission, and State Administration for Market Regulation, emphasizing the need for high-quality development in the energy equipment sector [1] - The guideline aims to promote the self-controllability, high-end, intelligent, and green development of the energy equipment industry chain, supporting the construction of a new energy system [1] - Market analysis suggests that this policy signal injects strong momentum into the environmental and low-carbon development of the electricity industry, benefiting new energy equipment companies such as solar and wind power [1]

(责任编辑：宋政 HN002) 格隆汇9月26日｜A股开盘，三大指数集体低开，沪指低开0.35%，深证成指低开0.38%，创业板指低开 0.42%。盘面上，风电设备股盘初拉升，天能重工(300569)涨超15%，阳明智能涨超8%，中国设定第三 轮减排目标；油气开采及服务板块高开，中油工程(600339)涨超5%，准油股份涨超3%，隔夜WTI原油 突破65美元/桶；煤炭股局部活跃，大有能源(600403)涨停，平煤股份(601666)涨超5%，河南能源集团与 平煤神马集团将进行战略重组；光刻机板块回调，凯美特气(002549)跌超7%，联合化学、蓝英装备 (300293)跌超2%；制药板块盘初走低，迈威生物、荣昌生物跌超4%。(格隆汇) 【免责声明】本文仅代表作者本人观点，与和讯网无关。和讯网站对文中陈述、观点判断保持中立，不对所包含内容 的准确性、可靠性或完整性提供任何明示或暗示的保证。请读者仅作参考，并请自行承担全部责任。邮箱： news_center@staff.hexun.com ...

在创新药投资的淘金浪潮中，真正值得长期押注的，永远是那些能够定义赛道、并拥有清晰商业化路径的破局者。 当行业从概念炒作回归价值本质，一家聚焦肿瘤耐药这一核心难题的生物科技公司——应世生物（InxMed Limited），正悄然临近它的价值兑现时刻。 不同于仍停留在故事阶段的Biotech，应世生物已凭借其核心产品ifebemtinib的突破性临床数据，即将迎来商业化阶 段。随着港股18A通道的推进，这家企业不再只是一个研发平台，而是一位手握王牌、战略清晰、即将推开商业化大 门的实力玩家。 当肿瘤耐药治疗成为下一代创新药的主战场，应世生物如何凭借其FAK抑制剂平台构建护城河？它的上市又将为行业 带来怎样的新叙事？ 创新药政策春风，肿瘤耐药治疗迎黄金发展期 从创新药行业表现来看，应世生物正在迎来其赛道的黄金发展期。 首先，政策与资本形成双轮驱动，为本土创新药企创造有利环境。 近年来，鼓励真创新的政策接连出台：药品集采规则持续优化，商业健康险的创新药目录有望推出，医保局探索 的"新药首发价格机制"更赋予创新药自主定价空间。审评审批效率也在不断提升，为具有明确临床价值的创新药铺设 了快速通道。 资本市场同样提供有力支 ...

格隆汇9月26日｜港股市场药品股普跌，其中，康龙化成(300759)、恒瑞医药(600276)、百济神州跌超 3%，药明生物、泰格医药(300347)、康方生物等跌超2%。当地时间9月25日，美国总统特朗普宣布，自 10月1日起，美国将对多类进口产品实施新一轮高额关税，其中对任何品牌或专利的医药产品征收100% 的关税。 (责任编辑：宋政 HN002) 【免责声明】本文仅代表作者本人观点，与和讯网无关。和讯网站对文中陈述、观点判断保持中立，不对所包含内容 的准确性、可靠性或完整性提供任何明示或暗示的保证。请读者仅作参考，并请自行承担全部责任。邮箱： news_center@staff.hexun.com ...

A股开盘，三大指数集体低开，沪指低开0.35%，深证成指低开0.38%，创业板指低开0.42%。盘面上， 风电设备股盘初拉升，天能重工涨超15%，阳明智能涨超8%，中国设定第三轮减排目标；油气开采及 服务板块高开，中油工程涨超5%，准油股份涨超3%，隔夜WTI原油突破65美元/桶；煤炭股局部活跃， 大有能源涨停，平煤股份涨超5%，河南能源集团与平煤神马集团将进行战略重组；光刻机板块回调， 凯美特气跌超7%，联合化学、蓝英装备跌超2%；制药板块盘初走低，迈威生物、荣昌生物跌超4%，美 国将对多类进口产品实施新一轮高额关税。(格隆汇) ...

港股市场药品股普跌，其中，康龙化成、恒瑞医药、百济神州跌超3%，药明生物、泰格医药、康方生 物等跌超2%。当地时间9月25日，美国总统特朗普宣布，自10月1日起，美国将对多类进口产品实施新 一轮高额关税，其中对任何品牌或专利的医药产品征收100%的关税。 ...

美强劲数据打压降息预期，隔夜美股三大指数收跌，中概指数涨0.42%。港股三大指数集体低开，恒指 跌0.8%，国指跌0.82%，恒生科技指数跌0.97%。盘面上，大型科技股全线下跌，其中，阿里巴巴跌 2%，京东跌1.6%，美团、网易跌超1%，腾讯、小米、快手均有跌幅，百度逆势飘红；特朗普表示10月 1日起对任何品牌或专利的医药产品征收100%的关税，除非公司正在美国建厂，创新药概念股集体下 跌，百济神州跌3.5%，恒瑞医药跌超3%，药明生物、信达生物等纷纷走低；直播概念股、黄金股、内 险股、濠赌股多数下跌。另一方面，汽车股、辅助生殖股、稀土概念股、新消费概念股部分上涨，其 中，小鹏汽车涨超3%，金力永磁、茶百道均上涨。(格隆汇) ...