Core Viewpoint - CloudTop New Drug (01952.HK) officially launched its 2030 development strategy on December 15, outlining a five-year growth path with a target revenue exceeding 15 billion RMB and over 20 commercialized products by 2030, aiming for a market capitalization of 100 billion RMB to become a leading global biopharmaceutical company [1][4]. Group 1: Strategic Focus - The 2030 strategy is driven by a dual approach of "BD collaboration + self-research," aiming to create both certain value through commercialization and growth value through self-research [1][4]. - The company plans to achieve a revenue scale exceeding 15 billion RMB by 2030, with approximately 9 billion RMB from existing pipeline sales and around 6 billion RMB from newly introduced pipelines, targeting a compound annual growth rate (CAGR) of over 50% from 2025 to 2030 [1][2]. Group 2: Product Pipeline and R&D - The company will focus on core areas such as nephrology, autoimmune diseases, critical care, cardiovascular, and ophthalmology, aiming to develop a high-value product portfolio and expand into other blue ocean markets [2]. - By 2030, the company plans to increase the number of commercialized products to over 20, including key products like Nanfukang, Weishiping, Yijia, and others [2][4]. - The R&D platform will be based on a global mRNA platform, expanding into siRNA and antibody platforms by 2030 [2]. Group 3: Globalization and Collaboration - The company aims to build a commercialization system in Europe, the U.S., and emerging markets to drive growth through "overseas licensing + commercialization" [2]. - As the largest shareholder of New Bridge Bio (holding approximately 16%), CloudTop New Drug plans to deepen collaboration with New Bridge Bio to leverage its global resources and talent [2][3]. Group 4: Management and Shareholder Confidence - The board emphasizes that the 2030 strategy marks a significant milestone towards becoming a global leader in biopharmaceuticals, with plans to introduce 3-5 late-stage products annually [4]. - On the same day as the strategy announcement, the company reported that its core management and major shareholders increased their stakes, demonstrating confidence in the company's long-term development [5].

Core Viewpoint - The company has announced its 2030 development strategy, focusing on dual-driven growth through "BD collaboration + self-research" to enhance product pipelines and maximize commercial platform value [1][2]. Group 1: 2030 Development Strategy - The 2030 strategy outlines a five-year plan aimed at solidifying the company's core therapeutic areas and advancing innovative drug research and commercialization [1]. - The strategy emphasizes the importance of BD collaboration and self-research to create both certain and growth-oriented value [1][2]. - The company aims to introduce 3 to 5 late-stage significant products annually through established BD capabilities and partnerships, targeting peak sales within three years post-reimbursement [2]. Group 2: Shareholder Actions - Key executives and major shareholders have collectively increased their holdings by purchasing 846,700 shares for over HKD 38 million, averaging HKD 45.01 per share [1]. Group 3: Commercialization and Growth - The company has established a commercial system driven by scientific and market insights, which has led to significant sales growth, exemplified by a slow disease medication achieving over CNY 1 billion in sales in its first full commercial year [3]. - The company plans to leverage its commercialization experience in nephrology and anti-infection to expand into other therapeutic areas such as immunology, ophthalmology, critical care, and cardiovascular diseases [3]. - The company is committed to addressing unmet medical needs globally, enhancing its competitiveness in the innovative drug sector [3].

云顶新耀高开逾5%，截至发稿，股价上涨4.82%，现报47港元，成交额3641.73万港元。 云顶新耀发布公告称，非执行董事、董事会荣誉主席兼本公司主要股东傅唯先生，执行董事兼董事会主 席吴以芳先生，执行董事兼本公司首席执行官罗永庆先生，以及执行董事、总裁兼本公司首席财务官何 颖先生分别于市场购入33.9万股、27.7万股、13.25万股及9.82万股公司普通股，总代价超过3800万港 元，平均价格约为每股股份45.01港元。 此外，作为公司主要股东的康桥资本亦在公告中明确表示，在视市场状况及在适用法律及监管的规限 下，进一步承诺计划于未来三至六个月内将其持股比例累计增加不多于1%。 港股频道更多独家策划、专家专栏，免费查阅>> 责任编辑：栎树 ...

Core Insights - The company, CloudTop New Medicine (1952.HK), has officially launched its 2030 development strategy aimed at becoming a leading global biopharmaceutical company within the next five years [1][3] - The strategy emphasizes a dual approach of "BD collaboration + self-research" to drive growth and value creation [1][4] Financial Projections - By 2030, the company plans to achieve revenue exceeding 15 billion RMB, with approximately 9 billion RMB from existing pipeline sales and around 6 billion RMB from newly introduced pipeline sales [1] - The expected compound annual growth rate (CAGR) from 2025 to 2030 is projected to exceed 50% [1] Product Pipeline and Focus Areas - The company will focus on key therapeutic areas including nephrology, autoimmune diseases, critical care, cardiovascular, and ophthalmology [1][4] - The goal is to commercialize over 20 products by 2030, including existing products like Nefukang®, Weishiping®, and others [1] R&D and Platform Development - The company aims to expand its mRNA platform to include in vivo CAR-T and mRNA tumor vaccine platforms, as well as siRNA and antibody platforms by 2030 [2] - Plans include building a commercialization system in Europe, the US, and emerging markets to drive growth through "overseas licensing + commercialization" [2] Strategic Partnerships - As the largest shareholder of NewBridge Bio (holding approximately 16%), the company plans to deepen collaboration with NewBridge to leverage its global resources and expertise [2] Management Insights - The board emphasizes that the 2030 strategy marks a significant milestone towards becoming a global leader in biopharmaceuticals [4] - The company plans to introduce 3-5 late-stage products annually and aims to accumulate over 20 high-value assets by 2030 [4] Commercialization and Market Strategy - The company has established a commercial system driven by integrated insights across medical, access, market, and sales [5] - The sales of Nefukang® surpassed 1 billion RMB in the first three quarters, showcasing the company's effective commercialization capabilities [5] Shareholder Confidence - On December 12, key executives and board members collectively purchased 846,659 shares, amounting to over 38 million HKD, reflecting strong confidence in the company's future [5] - Major shareholder Kangqiao Capital has committed to increasing its stake by up to 1% in the next three to six months, subject to market conditions [5]

Core Viewpoint - Genting New Year (01952) saw a significant increase in stock price, rising over 3% to HKD 46.2, with a trading volume of HKD 1.8711 million, following announcements of insider purchases by key executives and shareholders [1] Group 1: Insider Purchases - Non-executive director and major shareholder Mr. Fu Wei purchased 339,000 shares, while Executive Chairman Mr. Wu Yifang bought 277,000 shares, CEO Mr. Luo Yongqing acquired 132,500 shares, and CFO Ms. He Ying purchased 98,200 shares, with a total expenditure exceeding HKD 38 million [1] - The average purchase price for the shares was approximately HKD 45.01 each [1] Group 2: Shareholder Commitment - Major shareholder Kangqiao Capital has committed to increasing its shareholding by no more than 1% over the next three to six months, subject to market conditions and applicable laws and regulations [1]

此外，作为公司主要股东的康桥资本亦在公告中明确表示，在视市场状况及在适用法律及监管的规限 下，进一步承诺计划于未来三至六个月内将其持股比例累计增加不多于1%。 智通财经APP获悉，云顶新耀(01952)高开逾3%，截至发稿，涨3.03%，报46.2港元，成交额187.11万港 元。 消息面上，云顶新耀发布公告称，非执行董事、董事会荣誉主席兼本公司主要股东傅唯先生，执行董事 兼董事会主席吴以芳先生，执行董事兼本公司首席执行官罗永庆先生，以及执行董事、总裁兼本公司首 席财务官何颖先生分别于市场购入33.9万股、27.7万股、13.25万股及9.82万股公司普通股，总代价超过 3800万港元，平均价格约为每股股份45.01港元。 ...

公司获告知，在视市场状况及在适用法律及监管的规限下，康桥资本(作为公司主要股东)已进一步承诺 其计划于未来三至六个月内将其持股比例累计增加不多于1%。 董事会相信，董事透过场内收购股份进行的自愿购股，以及康桥资本作出的承诺，均彰显了对公司未来 前景及长远发展的坚定信心。 智通财经APP讯，云顶新耀(01952)发布公告，于2025年12月12日，傅唯先生(非执行董事、董事会荣誉 主席兼公司主要股东)、吴以芳先生(执行董事兼董事会主席)、罗永庆先生(执行董事兼公司首席执行官) 及何颖先生(执行董事、总裁兼公司首席财务官)分别于市场购入33.9万股、27.7万股、13.25万股及9.82 万股公司普通股，总代价超过3800万港元，平均价格约为每股股份45.01港元。 ...

董事会相信，董事透过场内收购股份进行的自愿购股，以及康桥资本作出的承诺，均彰显了对公司未来 前景及长远发展的坚定信心。 公司获告知，在视市场状况及在适用法律及监管的规限下，康桥资本(作为公司主要股东)已进一步承诺 其计划于未来三至六个月内将其持股比例累计增加不多于1%。 云顶新耀(01952)发布公告，于2025年12月12日，傅唯先生(非执行董事、董事会荣誉主席兼公司主要股 东)、吴以芳先生(执行董事兼董事会主席)、罗永庆先生(执行董事兼公司首席执行官)及何颖先生(执行董 事、总裁兼公司首席财务官)分别于市场购入33.9万股、27.7万股、13.25万股及9.82万股公司普通股，总 代价超过3800万港元，平均价格约为每股股份45.01港元。 ...

公告显示，公司非执行董事、董事会荣誉主席兼本公司主要股东傅唯先生，执行董事兼董事会主席吴以 芳先生，执行董事兼本公司首席执行官罗永庆先生，以及执行董事、总裁兼本公司首席财务官何颖先生 分别于市场购入339,000股、277,000股、132,500股及98,159股本公司普通股，总金额超过3,800万港元， 平均价格约为每股股份45.01港元。 云顶新耀将于2025年12月15日上午8时举行中文线上投资人会议，公司董事会及管理层将在会上同步更 新战略规划与经营情况，并展示公司在创新药研发、商业化和全球化布局上的清晰规划和前瞻性布局， 呈现持续创造价值的能力。 2025年12月12日，云顶新耀（1952.HK）对外发布董事及主要股东增持公司股份的相关公告，披露公司 多位董事及主要股东近期通过场内交易增持公司股份，并作出进一步增持承诺，不仅彰显对公司未来发 展前景的信心，更向市场传递出强烈的积极信号。 此外，作为公司主要股东的康桥资本亦在公告中明确表示，在视市场状况及在适用法律及监管的规限 下，进一步承诺计划于未来三至六个月内将其持股比例累计增加不多于1%。 ...

本公司董事（「董事」）會（「董事會」）宣佈，於2025年12月12日，傅唯先生（ 非執行 董 事 、 董 事 會 榮 譽 主 席 兼 本 公 司 主 要 股 東 ）、 吳 以 芳 先 生（ 執 行 董 事 兼 董 事 會 主 席 ）、羅永慶先生（ 執行董事兼本公司首席執行官 ）及何穎先生（ 執行董事、總裁兼 本公司首席財務官 ）分別於市場購入339,000股、277,000股、132,500股及98,159股 本 公 司 普 通 股（「 股 份 」）， 總 代 價 超 過 38,000,000 港 元 ， 平 均 價 格 約 為 每 股 股 份 45.01港元。 香港交易及結算所有限公司及香港聯合交易所有限公司對本公告的內容概不負責，對其準確性或 完整性亦不發表任何聲明，並明確表示，概不對因本公告全部或任何部份內容而產生或因倚賴該 等內容而引致的任何損失承擔任何責任。 （於開曼群島註冊成立的有限公司） （股份代號：1952） Everest Medicines Limited 雲頂新耀有限公司 自願公告 本公司董事及主要股東增持股份 本公告由雲頂新耀有限公司（「本公司」）自願作出。 本公司股東及潛在投資者於買 ...