Market Overview - The A-share market showed strong performance with the Shanghai Composite Index steadily rising, while the Hong Kong stock market experienced a narrow fluctuation, closing up by 0.03% [1] - Concerns in the market are heightened due to the U.S. President Trump's shortened ultimatum for sanctions against Russia, now set at 10 days, with potential impacts on India and other countries [1] - The U.S. is also set to impose significant tariffs on semiconductor chips and pharmaceuticals, with drug tariffs reaching as high as 250% [1] Company Developments - Jingtai Technology announced a pipeline cooperation agreement with DoveTree worth approximately HKD 470 billion (USD 59.9 billion), leading to a stock surge of over 12% [2] - A-share company Weixin New Materials faced regulatory scrutiny after a stock price surge related to the "embodied intelligent robot" concept and control change expectations [2] - The Shanghai government released a plan for the development of the embodied intelligence industry, aiming for breakthroughs in core algorithms and technologies by 2027 [2] Industry Trends - The 2025 World Robot Conference is set to showcase over 100 new products, nearly double from last year, indicating a growing interest in robotics [3] - The U.S. student loan delinquency rate has reached 12.9%, the highest in 21 years, which may influence Federal Reserve decisions on interest rates [3] - The steel and paper industries are experiencing positive momentum, with companies like Maanshan Steel and Nine Dragons Paper seeing significant stock price increases [3] Defense Sector Insights - The military industry is gaining traction with significant contracts, such as the sale of the Hongqi-9 air defense system and the export of submarines to Pakistan [4] - China Shipbuilding Defense announced a profit increase of 213.25% to 267.73% for the first half of the year, leading to a stock rise of nearly 8% [4] Consumer Market Activity - The new consumption sector is becoming active, with companies like Pop Mart seeing increased attention at recent toy exhibitions [5] - The liquor industry is also responding to market trends, with new product launches and stock price increases [5] Aviation Sector Developments - Cathay Pacific announced an $8.1 billion order for 14 Boeing 777-9 aircraft, marking its first deal with Boeing in 12 years, despite concerns over the safety record of Boeing aircraft [7] - The long delivery timeline for the 777-9 model raises potential issues regarding aircraft aging and maintenance [7] Energy Sector Updates - The State Grid reported record electricity usage due to high temperatures, with peak load reaching 1.233 billion kilowatts, an increase of 53 million kilowatts from last year [8] - Coal prices have risen significantly, impacting the steel industry, which is maintaining high production levels [8] Automotive Sector Performance - XPeng Motors reported a record monthly delivery of 36,717 vehicles in July, a year-on-year increase of 229.4% [10] - The company is expanding its presence in Europe, with significant sales growth and new model launches [11][12]

Group 1 - The board meeting of Lepu Biopharma-B (02157.HK) is scheduled for August 20, 2025, to consider and approve the unaudited interim results for the six months ending June 30, 2025 [1] - The meeting will also discuss the proposal for an interim dividend distribution, if any, along with other matters [1]

Core Viewpoint - The company, Lepu Biopharma-B (02157.HK), is expected to report a profit of no less than RMB 24 million for the six months ending June 30, 2025, marking its first profitable period after a loss of approximately RMB 197 million in the same period last year [1] Financial Performance - The significant turnaround from loss to profit is attributed to substantial revenue growth [1] - Key contributors to revenue include licensing income from a collaboration with ArriVent BioPharma, Inc. regarding MRG007 and increased sales of the product Putili (普特利单抗注射液) [1]

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，並明確表示概不就因本公告全部或任何部分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。 LEPU BIOPHARMA CO., LTD. 樂普生物科技股份有限公司 （於中華人民共和國註冊成立的股份有限公司） （股份代號：2157） 董事會會議通告 樂普生物科技股份有限公司（「本公司」）董事會（「董事會」）謹此宣佈，董事會會 議將於2025年8月20日（星期三）舉行，藉以（其中包括）考慮及批准本公司及其附 屬公司截至2025年6月30日止六個月的未經審核中期業績及其發佈，以及考慮建 議派發中期股息（如有），以及處理其他事項。 承董事會命 樂普生物科技股份有限公司 董事長兼執行董事 蒲忠傑博士 中國，上海 2025年8月6日 於本公告日期，董事會包括執行董事蒲忠傑博士（董事長）及隋滋野博士（總經 理）；非執行董事蒲珏女士及秦怡然女士；以及獨立非執行董事周德敏先生、楊海 峰先生及華風茂先生。 ...

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，並明確表示概不會就因本公告全部或任何部分內容而產生或因倚 賴該等內容而引致的任何損失承擔任何責任。 LEPU BIOPHARMA CO., LTD. 樂普生物科技股份有限公司 （於中華人民共和國註冊成立的股份有限公司） （股份代號：2157） 正面盈利預告 本公告乃樂普生物科技股份有限公司（「本公司」，連同其附屬公司，「本集團」）根 據香港聯合交易所有限公司證券上市規則（「上市規則」）第13.09(2)(a)條及香港法 例第571章證券及期貨條例第XIVA部項下之內幕消息條文（定義見上市規則）作 出。 本公司董事會（「董事會」）欣然告知本公司股東（「股東」）及潛在投資者，根據對 本公司截至2025年6月30日止六個月（「報告期」）的未經審核綜合管理賬目及董事 會現時所得資料的初步評估，預計本公司將錄得利潤不少於人民幣2,400萬元，而 截至2024年6月30日止六個月的上年同期則虧損約人民幣1.97億元。這是本公司 首次實現盈利。 本公司於報告期轉虧為盈主要得益於收入的大幅成長，其中主要包括與Arri ...

股份發行人及根據《上市規則》第十九B章上市的香港預託證券發行人的證券變動月報表 截至月份: 2025年7月31日 狀態: 新提交 致：香港交易及結算所有限公司 公司名稱: 樂普生物科技股份有限公司(於中華人民共和國註冊成立的股份有限公司) 呈交日期: 2025年8月6日 I. 法定/註冊股本變動 | 1. 股份分類 | 普通股 | 股份類別 | H | | 於香港聯交所上市 (註1) | | 是 | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 證券代號 (如上市) | 02157 | 說明 | | | | | | | | | | 法定/註冊股份數目 | | | 面值 | | 法定/註冊股本 | | | 上月底結存 | | | 1,656,346,474 | RMB | | 1 RMB | | 1,656,346,474 | | 增加 / 減少 (-) | | | 148,093,364 | | | RMB | | 148,093,364 | | 本月底結存 | | | 1,804,439,838 | RMB | | 1 RMB | | ...

Market Overview - US stock indices rebounded, influenced positively by Trump's market support, leading to a 0.68% rise in Hong Kong stocks [1] - San Francisco Fed President Daly indicated that the timing for interest rate cuts is approaching, with expectations for two 25 basis point cuts this year [1] - Goldman Sachs predicts three consecutive 25 basis point cuts starting in September, with a potential 50 basis point cut if unemployment rises further [1] Domestic Market Sentiment - A-share new account openings in July reached 1.96 million, a 71% year-on-year increase, indicating rising domestic confidence [2] - The stock of Upwind New Materials surged 20% after resuming trading, reigniting market enthusiasm [2] - The steel sector saw a significant rise, with Maanshan Iron & Steel's stock increasing over 15% due to improved loss forecasts and supportive policies [2] Industry Trends - The paper industry is experiencing a price increase, with major companies like Nine Dragons Paper and Lee & Man Paper announcing price hikes [2] - The eleventh batch of centralized drug procurement in China saw a record 45 companies applying for the same drug, intensifying competition in the generic drug market [3] - Investment is shifting towards innovative drugs, with companies like Junshi Biosciences seeing stock increases of nearly 34% due to promising clinical trials [3] Financial Support for Key Industries - A joint guideline from the central bank and seven departments aims to support financing for key manufacturing sectors, including integrated circuits and medical equipment [4] - AI-related companies like Longi Green Energy and Lenovo's server business are seeing stock increases due to new orders and market interest [4] Gaming Industry Performance - The domestic gaming market is projected to reach RMB 168 billion in sales by the first half of 2025, a 14.08% year-on-year increase [4] - Heartbeat Games anticipates a revenue increase of approximately 37% for the first half of 2025, driven by strong performance from self-developed games [4] Individual Company Highlights - Tencent's mobile game "Valorant: Source Action" is set to launch on August 19, with projected annual revenue exceeding RMB 6 billion [5] - Oriental Selection's stock surged nearly 17% ahead of its upcoming financial report, reflecting strong market performance [6] - The Macau gaming sector is experiencing a positive trend, with Morgan Stanley raising its revenue growth forecast for the year from 5% to 10% [6] Technological Advancements - Apple's breakthrough in brain-computer interface (BCI) technology allows users to control devices through thought, indicating a significant market opportunity [7] - The Chinese BCI market is expected to exceed RMB 3.8 billion by 2025, with a CAGR of approximately 20% [7] Investment Opportunities - Kelun-Bio has become a top holding in a major fund, indicating strong market confidence in its innovative drug pipeline [8] - The company has established multiple technology platforms and is expected to accelerate commercialization in 2025 [8]

Core Viewpoint - Lepu Biopharma-B (02157) has seen a significant stock price increase of over 12%, currently trading at 9.33 HKD with a transaction volume of 448 million HKD, driven by positive developments in its clinical trials [1] Group 1: Clinical Trials - On August 1, Lepu Biopharma registered a Phase III clinical trial for MRG004A, which will compare its efficacy and safety against a placebo in patients with advanced pancreatic cancer [1] - The Phase III trial aims to explore the potential of MRG004A as a new treatment option for advanced pancreatic cancer patients [1] - Additionally, Lepu Biopharma has initiated a Phase I/II clinical study for MRG007, focusing on its safety, tolerability, efficacy, and pharmacokinetics in patients with unresectable locally advanced or metastatic solid tumors [1] Group 2: Licensing and Financials - The rights for MRG007 outside Greater China have been licensed to ArriVent, with an upfront payment and recent milestone payments totaling 47 million USD [1] - The company is entitled to receive up to 1.16 billion USD in milestone payments and sales royalties from the agreement with ArriVent [1]

Core Viewpoint - Lepu Biopharma-B (02157) has seen a significant stock price increase of over 12%, reaching HKD 9.33 with a trading volume of HKD 448 million, following the announcement of new clinical trials for its drug candidates [1] Group 1: Clinical Trials and Developments - Lepu Biopharma has registered a Phase III clinical trial for MRG004A, which will compare its efficacy and safety against a placebo in patients with advanced pancreatic cancer [1] - The Phase III trial aims to explore the potential of MRG004A as a new treatment option for pancreatic cancer patients [1] - The company has also initiated a Phase I/II clinical study for MRG007, focusing on its safety, tolerability, efficacy, and pharmacokinetics in patients with unresectable locally advanced or metastatic solid tumors [1] Group 2: Licensing and Financial Aspects - The rights for MRG007 outside Greater China have been licensed to ArriVent, with an upfront payment and recent milestone payments totaling USD 47 million [1] - Lepu Biopharma is entitled to receive up to USD 1.16 billion in milestone payments and sales royalties from the licensing agreement [1]

（文章来源：每日经济新闻） 每经AI快讯，港股创新药板块继续走强，亚盛医药-B涨逾10%，康诺亚-B、乐普生物-B涨逾7%，诺诚 健华、信达生物涨超5%。 ...