Core Insights - Pfizer is pursuing a new opportunity in the obesity treatment market by signing an exclusive global license agreement with YaoPharma, a subsidiary of China's Fosun Pharma [1] Company Summary - Pfizer is focusing on developing an oral obesity pill, indicating a strategic move to expand its product portfolio in the obesity treatment sector [1] - The collaboration with YaoPharma suggests Pfizer's intent to leverage partnerships to enhance its market presence in China and potentially other regions [1] Industry Summary - The obesity treatment market is gaining attention, with pharmaceutical companies exploring innovative solutions to address the growing prevalence of obesity globally [1] - The partnership between Pfizer and YaoPharma reflects a trend of international collaboration in the pharmaceutical industry, particularly in the development of specialized treatments [1]

莱茵生物和嘉美包装控股股东筹划公司控制权变更 10日起停牌；海光信息：终止换股吸收合并中科曙 光；惠泰医疗等公司拟大额回购；厦门空港：筹划收购兆翔科技100%股权 今日看点 聚焦一：莱茵生物和嘉美包装控股股东筹划公司控制权变更 10日起停牌 莱茵生物：公司于2025年12月8日收到控股股东、实际控制人秦本军的通知，其正在筹划公司控制权变 更事宜，拟向交易对手方广州德福营养投资合伙企业（有限合伙）（以下简称"广州德福营养"）协议转 让其持有的部分公司股份并放弃其持有的部分公司股份表决权。目前相关各方已就该事项签署了《控制 权变更意向协议》，具体交易方案、协议条款等尚需进一步论证和磋商，届时将以各方签订的正式交易 协议为准，上述事项可能导致公司控股股东及实际控制人发生变更。本次权益变动尚需履行协议转让相 关程序。 另外，公司拟以发行股份及支付现金方式购买北京金康普食品科技有限公司（以下简称"北京金康普"） 至少80%股权，同时向广州德福营养发行股份募集配套资金。本次交易完成后，北京金康普将成为公司 的控股子公司，纳入合并财务报表范围。本次交易不构成重大资产重组及重组上市。 公司股票自2025年12月10日开市起停 ...

12月9日晚间，复星医药宣布，控股子公司药友制药、复星医药产业与Pfizer Inc.（辉瑞）共同签订《许可协议》，由药友制药就口服小分子胰高血糖素样 肽-1受体（GLP-1R）激动剂（包括YP05002）及含有该活性成分的产品授予辉瑞于全球范围独家开发、使用、生产及商业化的权利，许可领域包括人类、 动物所有适应症的治疗、诊断及预防。 根据协议条款，药友制药将完成YP05002于澳大利亚的I期临床试验，并授予辉瑞在全球范围内进一步开发、生产和商业化的独家许可。药友制药将获得 1.5亿美元的首付款，并有资格获得与特定开发、注册和商业里程碑相关的最高达19.35亿美元的里程碑付款，以及产品获批销售后的分层特许权使用费。 这也意味着，若研发进展顺利，公司最高将获得近150亿元人民币的许可金额（含后续销售里程碑付款）。 中国创新药出海又迎大消息！ 复星医药全球化运营能力进一步加强 公告显示，本次许可的小分子胰高血糖素样肽-1受体（GLP-1R）激动剂由复星医药子公司药友制药自主研发并拥有自主知识产权，拟用于代谢领域相关 疾病的治疗，潜在适应症包括但不限于长期体重管理、2型糖尿病、代谢功能障碍相关脂肪性肝炎（MASH） ...

今日（12月9日）A股三大指数涨跌不一，上证指数收于3909.52点，跌0.37%，深证成指跌0.39%，创业板 指涨0.61%。市场全天成交额1.92万亿元，较前一交易日缩量超1300亿元。收盘上涨个股超1300只，其中 收盘股价涨停的有54只。 盘面上，共封装光学（CPO）概念领涨，板块内德科立、陕西华达均"20cm"涨停。元件、福建自贸区、 PVDF、零售等概念跟涨。海南、工业金属、金属铅概念等跌幅居前。 40股收盘价创历史新高 据证券时报·数据宝统计，不含近一年上市的次新股，今日共有40股收盘价创历史新高。从行业属性来看， 电子、通信、机械设备行业创新高的个股较为集中，分别有14股、6股、5股出现在名单中。 收盘价创历史新高股中，今日股价平均上涨4.96%，涨停的有陕西华达、德科立、洛凯股份等，涨幅居前 的有乾照光电、腾景科技、致尚科技等。 | 代码 | 首标 | 收盘价 | 日涨幅 | 行业 | | --- | --- | --- | --- | --- | | | | (元) | (%) | | | 688205 | 德科立 | 165.02 | 20.00 | 通信 | | 301517 | 陕 ...

复星医药（600196）(600196.SH)发布公告，2025年12月9日，公司控股子公司药友制药、复星医药产业 与辉瑞共同签订《许可协议》，(其中主要包括)由药友制药就口服小分子胰高血糖素样肽-1受体(GLP- 1R)激动剂(包括YP05002)及含有该活性成分的产品授予辉瑞于许可区域(即全球范围)及领域(人类、动物 所有适应症的治疗、诊断及预防)独家开发、使用、生产及商业化权利;就本次许可，药友制药将有权依 约获得(其中包括)不可退还的首付款1.5亿美元及基于许可产品临床、商业化进展获得开发里程碑付款至 多3.5亿美元。此外，基于许可产品的年度净销售额达成情况，由辉瑞向药友制药依约支付至多15.85亿 美元的销售里程碑款项。 YP05002为集团自主研发并拥有自主知识产权的口服小分子胰高血糖素样肽-1受体(GLP-1R)激动剂;其主 要通过激活人的GLP-1R，促进胰腺的胰岛素分泌和降低胰高血糖素分泌，在胃肠道抑制胃排空和肠道 的蠕动,并通过影响中枢抑制食欲减少能量的摄入等机制，用于治疗2型糖尿病、肥胖症及其相关疾病。 YP05002拟用于代谢领域相关疾病的治疗，潜在适应症包括但不限于长期体重管理、2型 ...

创新药又现大单，复星医药收获1.5亿美元里程碑付款！ 12月9日晚间，复星医药公告称，公司控股子公司药友制药与辉瑞于2025年12月9日签订《许可协议》， 药友制药就口服小分子胰高血糖素样肽-1受体（GLP-1R）激动剂（包括YP05002）及含有该活性成分的 产品授予辉瑞于全球范围及领域独家开发、使用、生产及商业化权利。 在公告中，复星医药明确表示药友制药将有权获得不可退还的首付款1.5亿美元及至多3.5亿美元的开发 里程碑款项。此外，基于许可产品的年度净销售额达成情况，辉瑞将向药友制药支付至多15.85亿美元 的销售里程碑款项。该协议自2025年12月9日起生效。 值得注意的是，目前药友制药的小分子胰高血糖素样肽-1受体（GLP-1R）激动剂尚处于I期临床试验阶 段。无论最终该产品研发结果如何，复星医药都至少收获1.5亿美元(约合人民币10.6亿元)。至于此次重 磅押注，出钱的是国际医药巨头辉瑞。 公告显示，YP05002 为口服小分子胰高血糖素样肽-1受体（GLP-1R)激动剂；其主要通过激活人的GLP- 1R，促进胰腺的胰岛素分泌和降低胰高血糖素分泌，在胃肠道抑制胃排空和肠道的蠕动，并通过影响 中枢抑 ...

Pfizer has entered into an exclusive global collaboration and licensing deal with a unit of Shanghai Fosun Pharmaceutical for an early-stage weight-loss drug https://t.co/7etdqabjPx ...

北京商报讯（记者 丁宁）12月9日晚间，复星医药（600196）发布公告称，公司控股子公司药友制药就 口服小分子胰高血糖素样肽-1受体（GLP-1R）激动剂（包括YP05002）及含有该活性成分的产品授予辉 瑞于许可区域（即全球范围）及领域（即人类、动物所有适应症的治疗、诊断及预防）独家开发、使 用、生产及商业化权利；就本次许可，药友制药将有权依约获得（其中包括）不可退还的首付款15000 万美元及基于许可产品临床、商业化进展获得开发里程碑付款至多35000万美元。 复星医药表示，本次许可体现了合作方对集团创新研发能力的认可。通过本次许可，有利于加快许可产 品在全球范围的临床开发和商业化进程，有望惠及全球更多患者。 ...

来源：新浪财经-鹰眼工作室 上海复星医药（集团）股份有限公司（证券代码：600196，下称"复星医药"）12月9日公告称，公司控 股子公司重庆药友制药有限责任公司（下称"药友制药"）与全球生物制药巨头辉瑞公司（Pfizer Inc.） 签订《许可协议》。根据协议，药友制药将其自主研发的口服小分子胰高血糖素样肽-1受体（GLP- 1R）激动剂（包括YP05002）及相关产品的全球独家开发、使用、生产及商业化权利授予辉瑞，交易涉 及首付款1.5亿美元及潜在里程碑付款等多重收益。 协议核心内容：全球独家授权 GLP-1类药物成焦点 公告显示，本次协议为独家开发、使用、生产及商业化许可。药友制药授予辉瑞在全球范围内（人类及 动物所有适应症的治疗、诊断及预防领域）对YP05002及含该活性成分产品的独家权利。作为回报，药 友制药将获得不可退还的首付款1.5亿美元，以及基于临床开发和商业化进展的开发里程碑付款（最高 3.5亿美元）、基于销售达成的销售里程碑付款（最高15.85亿美元），并有权收取按年度净销售额至多 两位数百分比计算的特许权使用费。 作为全球领先的生物制药公司，辉瑞成立于1942年，总部位于美国特拉华州，在 ...

Group 1 - Longi Green Energy has decided to terminate its plan for issuing global depositary receipts overseas and listing on the Swiss Stock Exchange, citing stable production and operations as reasons for this cautious decision [1] - Borui Communication plans to acquire a 51% stake in Meijing Technology for 66.49 million yuan to enhance its focus on modern media and digital transformation [2] - Tianyuan Dike's chairman has been placed under detention by the local supervisory authority, but the company assures that its operations remain normal and unaffected [3] Group 2 - Rhine Biotech is planning a change in control and asset acquisition, leading to a suspension of its stock trading starting December 10 [4] - Fosun Pharma's subsidiary has signed a licensing agreement with Pfizer, which includes an upfront payment of 15 million USD and potential milestone payments up to 35 million USD for the development of a GLP-1R agonist [5] - Yongmaotai intends to invest approximately 400 million yuan in a new intelligent manufacturing project for magnesium-aluminum alloy components [6] Group 3 - Huayi Group's subsidiary has been ordered to suspend operations for environmental remediation, which is expected to impact production [7][8] - Boyuan Chemical's subsidiary has commenced trial production of a 1 million tons/year soda ash production line, enhancing its market position [9] - Tiandi Technology plans to invest 3.545 billion yuan in a research center for intelligent mining equipment in Xi'an [10] Group 4 - Daye Co. has a minor stake in Jiangbei Company, which focuses on aerospace products, but its financial impact is limited due to the small shareholding [11] - Xiamen Airport is planning to acquire 100% of its controlling shareholder's subsidiary to adapt to the upcoming changes in airport operations [12] - Zhaoyi Innovation has received approval from the CSRC for its overseas listing of H-shares, planning to issue up to 51.8 million shares [13] Group 5 - Yangfan New Materials' controlling shareholder has been released from detention, allowing normal operations to resume [14] - Tangrenshen reported a decline in pig sales revenue for November, with a 24.05% decrease month-on-month [15][16] - China Merchants Shekou achieved a sales amount of 14.094 billion yuan in November, with cumulative sales reaching 170.166 billion yuan for the year [17] Group 6 - Zhengbang Technology reported a slight increase in pig sales revenue for November, with a 8.55% rise month-on-month [18] - Luoniushan's pig sales revenue increased by 13.57% year-on-year in November, despite a slight decline in monthly sales [19] - Tiankang Bio reported a 1.2% increase in pig sales revenue for November, with a year-to-date decline in total revenue [20] Group 7 - Huitai Medical plans to repurchase shares worth 200 million to 250 million yuan for employee stock ownership plans [21] - Financial Street's major shareholder increased its stake by 703,840 shares, raising its ownership to nearly 15% [22] - Shenzhou Information's major shareholder plans to reduce its stake by up to 3% [23] Group 8 - Yingpais plans to increase its stake in the company by 60 million to 120 million yuan within six months [24] - Jingu Co. intends to repurchase shares worth 30 million to 60 million yuan for employee stock ownership plans [25] - Songcheng Performing Arts plans to repurchase shares worth 100 million to 200 million yuan for capital reduction [26] Group 9 - Bai'ao Intelligent has pre-won contracts for projects totaling 27.5 million yuan, which is expected to positively impact future performance [27] - Heshun Electric has been awarded a procurement project from the State Grid worth 107 million yuan, representing nearly 25% of its projected revenue [28] - Jinggong Technology signed a sales contract worth 729 million yuan, accounting for 42.16% of its expected annual revenue [29] Group 10 - Zhongchao Holdings' subsidiary received an order for high-temperature alloy precision castings worth 51.56 million yuan [30] - Wanma Technology has pre-won multiple projects from the State Grid totaling 59.94 million yuan [31] - ST Weihai, in partnership with a construction institute, won a contract for a smart agriculture project worth 652 million yuan [32] - Chongqing Construction's subsidiary has secured a construction project worth 1.714 billion yuan [33]