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大行评级丨美银:中国生物制药两款药物进展积极,重申“买入”评级
Ge Long Hui· 2026-02-12 08:28
Core Viewpoint - Bank of America Securities reports that two drugs from a Chinese biopharmaceutical company, TQB2102 and LM302, have recently completed patient enrollment for Phase III clinical trials, with LM302 being the first CLDN18.2 antibody-drug conjugate to complete this phase globally, potentially offering new treatment options for patients [1] Group 1 - The two drugs, TQB2102 and LM302, have completed patient enrollment for Phase III clinical trials [1] - LM302 is noted as the world's first CLDN18.2 antibody-drug conjugate to complete Phase III registration clinical trial enrollment [1] - The target price for the company is set at HKD 8.6, with a reiterated "Buy" rating [1]
航天智装(300455.SZ):暂无海外供应链拓展计划
Ge Long Hui· 2026-02-12 08:28
Group 1 - The company, Aerospace Intelligent Equipment (300455.SZ), has stated that it currently has no plans for overseas supply chain expansion [1]
国投丰乐:子公司拟将湖北丰乐51%股权无偿划转至公司
Ge Long Hui· 2026-02-12 08:25
格隆汇2月12日丨国投丰乐(000713.SZ)公布,为进一步优化公司管理架构,压缩管理层级,提升管理效 能,公司全资子公司安徽丰乐农化有限责任公司(简称"丰乐农化")拟将其持有的湖北丰乐生态肥业有 限公司(简称"湖北丰乐")51%股权无偿划转至公司。本次股权划转完成后,公司直接持有湖北丰乐 51%股权。 ...
中际联合:公司产品现阶段主要应用于风力发电领域,已拓展至电网等17个行业
Ge Long Hui· 2026-02-12 08:24
Core Viewpoint - The company, Zhongji United (605305.SH), primarily focuses on products used in the wind power generation sector, with plans to expand into various other industries [1] Group 1: Industry Applications - The company's products are currently applied in the wind power generation field and have expanded to 17 other industries, including power grids, communications, thermal power generation, construction, bridges, firefighting, and warehousing [1]
慧智微(688512.SH):公司在海外安卓客户持续稳定出货
Ge Long Hui· 2026-02-12 08:21
格隆汇2月12日丨慧智微(688512.SH)在投资者互动平台表示,公司将努力提升经营水平,改善公司经营 业绩,尽早实现扭亏为盈。一方面,公司在海外安卓客户持续稳定出货;另一方面,公司Phase8L全集 成L-PAMiD产品在国内手机品牌客户的高端旗舰机型规模量产,为公司带来了显著的增量收入。随着 与这些客户合作的深入以及市场份额的提升,将对公司未来收入及毛利水平带来正向帮助。 ...
盛屯矿业(600711.SH):生产铜、铅锌矿时无伴生白银
Ge Long Hui· 2026-02-12 08:21
Group 1 - The company, Shengtun Mining (600711.SH), stated on its interactive platform that it does not produce accompanying silver when mining copper and lead-zinc [1]
慧智微(688512.SH):公司技术目前主要应用于4G和5G领域
Ge Long Hui· 2026-02-12 08:21
Core Viewpoint - The next-generation mobile communication technology, 6G, is not yet at the stage of commercialization, according to the company [1] Group 1: Company Insights - The company's technology is currently primarily applied in the 4G and 5G fields [1] - The company continues to optimize and iterate its technology in line with the evolution of wireless communication [1]
华懋科技(603306.SH):目前富创优越正在积极布局下一代光通信核心器件
Ge Long Hui· 2026-02-12 08:21
Core Viewpoint - Huamao Technology (603306.SH) is actively involved in the acquisition of remaining shares of Fuchuang Youyue, which primarily provides PCBA and manufacturing services to domestic and international optical module companies [1] Group 1: Company Developments - Fuchuang Youyue is currently focusing on the next generation of optical communication core components, including optical engines (OE) and ELS PCBA, as well as advanced mounting services [1] - The market for these next-generation components is still in its early stages, and specific customer information cannot be disclosed at this time [1] - Further business progress will be communicated through future company announcements [1]
江河集团(601886.SH):公司目前尚未承接来自欧盟成员国的产品销售订单
Ge Long Hui· 2026-02-12 08:21
格隆汇2月12日丨江河集团(601886.SH)在投资者互动平台表示,公司目前尚未承接来自欧盟成员国的产 品销售订单。2025年底,公司中标英国幕墙产品出口订单,但截至目前尚未形成收入。公司将主要通过 平台化模式,向欧盟成员国开展幕墙产品及异型光伏组件的销售业务。 ...
信雅达(600571.SH):公司未参股MiniMax稀宇科技
Ge Long Hui· 2026-02-12 08:21
格隆汇2月12日丨信雅达(600571.SH)在投资者互动平台表示,公司未参股MiniMax稀宇科技。 ...