Important Matters - Pritchard has achieved a significant breakthrough in LCP film technology, being the only company in China to do so, and is collaborating with overseas clients for applications in brain-computer interfaces [1] - Zhongtian Rocket's small guided rocket products primarily serve military trade, with product gross margins fluctuating between 35% and 40% [1] - CIMC's subsidiary is providing liquid oxygen storage tanks and other equipment in the commercial aerospace sector, with expected revenue and orders exceeding 100 million yuan by 2025 [1] - Gaode Infrared is supplying infrared detector cores for commercial aerospace and satellite applications [1] - Zhongfu Shenying's M55J-grade carbon fiber is undergoing application verification in satellite structural components [1] Investment and Operations - Dazhong Mining plans to invest 3.688 billion yuan in a 20 million tons per year lithium mining and selection project [1] - Zhongkuang Resources has commenced trial production for a high-purity lithium salt project with an annual output of 30,000 tons [1] - Cuiwei Co., Ltd. has indirectly invested 150 million yuan in Super Fusion through its subsidiary fund [1] - Huagong Technology has launched a self-developed silicon photonic chip for 1.6T optical modules [1] - Gaomei Co., Ltd. has formed small batch orders for composite tungsten wire tendon ropes [1] - Xinlitai's innovative drug SAL0145 injection has had its clinical trial application accepted [1] - Hengrui Medicine's innovative drug Rilaforpu α injection has been approved for market launch, with no similar products approved domestically or internationally [1] - Yifan Pharmaceutical's wholly-owned subsidiary has received a registration acceptance notice for Yihuang Decoction granules, with no similar products from the same prescription available domestically [1] Partnerships and Collaborations - Taisheng Wind Power has formed strategic partnerships with multiple arrow manufacturers [2] - Guangqi Technology's subsidiary has signed batch production contracts totaling 264 million yuan for metamaterials with four clients [2] - Lingyi Intelligent Manufacturing has reached a strategic cooperation agreement with Qiangnao Technology [2] Performance - Zhongke Lanyun expects a net profit increase of 367%-377% year-on-year in 2025, driven by significant fair value changes from investments in Moer Thread and Muxi Co., Ltd. [2] - Kangchen Pharmaceutical anticipates a net profit increase of 243%-315% year-on-year in 2025 [2] - Chuanjinno expects a net profit increase of 144%-173% year-on-year in 2025 [2] - Beifang Navigation forecasts a net profit increase of 86.32%-137.14% year-on-year in 2025 [2]

丨 2026年1月8日 星期四 丨 NO.1恒瑞创新药艾泽利获批用于晚期胃癌 近日，恒瑞医药子公司苏州盛迪亚生物医药有限公司收到国家药品监督管理局的通知，批准公司自主研 发的1类创新药瑞拉芙普α注射液（商品名：艾泽利®）上市。瑞拉芙普α注射液是全球首款获批上市的 抗PD-L1/TGF-βRII双特异性抗体融合蛋白，为晚期胃癌患者带来全新的治疗选择。 点评：恒瑞艾泽利作为全球首款PD-L1/TGF-βRII双抗融合蛋白获批用于晚期胃癌，创新机制突破免疫 抑制微环境瓶颈，填补临床治疗空白，彰显国产创新药全球竞争力。 NO.2安龙生物完成近亿元B+轮融资 安龙生物宣布完成近亿元B+轮融资，本轮融资由北京市医药健康产业投资基金与北京顺义临空产业基 金市区两级的资金投资。与此同时，安龙生物还与一家美国纳斯达克上市企业达成小核酸药物领域的国 际战略合作协议，合作规模达上亿美元，标志着安龙生物在国际BD合作方面取得重要突破。 点评：安龙生物获近亿元融资并达成上亿美元国际合作，其小核酸自主递送技术与多管线布局获认可， 契合国产创新药出海趋势，彰显本土Biotech技术输出实力。 NO.3亿帆医药：全资子公司收到易黄汤颗粒药品 ...

分组1 - Heng Rui Medicine's innovative drug Ruilafup α injection has been approved for market launch, with no similar products approved domestically or internationally [1] - The drug is used in combination with fluorouracil and platinum-based drugs for first-line treatment of locally advanced unresectable, recurrent, or metastatic gastric and gastroesophageal junction adenocarcinoma with confirmed PD-L1 positivity (CPS≥1) [1] - The total R&D investment for Ruilafup α injection has reached approximately 711 million yuan [1] 分组2 - Cheng Jian Development reported that its investment in Century Space is currently in a loss state, with no unrecognized revenue impacting its operations [2] - Zhongke Lanyun expects a significant net profit increase of 366.51% to 376.51% for 2025, driven by substantial fair value changes from investments in Moer Thread and Muxi Co., Ltd [2] 分组3 - Nanjing Panda stated that it currently has no mature products related to brain-computer interfaces and has not generated related sales revenue [3] - Kecuan Technology's subsidiary has established optical module production capacity, and silicon photonic chips have completed their first tape-out but have not yet generated revenue [3] 分组4 - Zhuhai Ming Technology's subsidiary has been allocated 66,900 H-shares of Zhihua, amounting to 7.7738 million Hong Kong dollars [4] - Chengdi Xiangjiang announced that the revenue from the construction of two data center buildings will decrease by approximately 1.092 billion yuan due to changes in business conditions [4]

瑞拉芙普α注射液是公司自主研发并具有知识产权的抗PD-L1/TGF-βRII双功能融合蛋白，本品能够通过 特异性阻断PD-1/PD-L1的相互作用，同时中和肿瘤微环境中的TGF-β，发挥抗肿瘤作用。经查询，国内 外尚无同类产品获批上市。截至目前，瑞拉芙普α注射液相关项目累计研发投入约71,130万元。 全球胃癌年新发病例近百万，死亡病例逾65.5万例。我国晚期胃癌患者占比高，预后不佳，疾病诊疗形 势更为严峻。免疫治疗是当前晚期胃癌一线标准治疗措施之一，然而目前免疫单抗治疗对于患者长期生 存改善有限，尤其在胃癌肝转移人群等难治性人群中表现不佳，患者亟待革新治疗方案以改善预后。 格隆汇1月7日丨恒瑞医药(01276.HK)公告，近日，江苏恒瑞医药股份有限公司(以下简称"公司")子公司 苏州盛迪亚生物医药有限公司收到国家药品监督管理局(以下简称"国家药监局")的通知，批准公司自主 研发的1类创新药瑞拉芙普α注射液上市。 ...

全球胃癌年新发病例近百万，死亡病例逾65.5万例。我国晚期胃癌患者占比高，预后不佳，疾病诊疗形 势更为严峻。免疫治疗是当前晚期胃癌一线标准治疗措施之一，然而目前免疫单抗治疗对于患者长期生 存改善有限，尤其在胃癌肝转移人群等难治性人群中表现不佳，患者亟待革新治疗方案以改善预后。 瑞拉芙普α注射液是公司自主研发并具有知识产权的抗 PD-L1/TGF-βRII 双功能融合蛋白，本品能够通 过特异性阻断PD-1/PD-L1的相互作用，同时中和肿瘤微环境中的TGF-β，发挥抗肿瘤作用。经查询，国 内外尚无同类产品获批上市。截至目前，瑞拉芙普α注射液相关项目累计研发投入约71130万元。 智通财经APP讯，恒瑞医药(01276)发布公告，近日，公司子公司苏州盛迪亚生物医药有限公司收到国家 药品监督管理局的通知，批准公司自主研发的1类创新药瑞拉芙普α注射液上市。 ...

Core Viewpoint - The approval of the innovative drug Rilaforp α injection by the National Medical Products Administration marks a significant advancement in the treatment of advanced gastric cancer, addressing a critical need in the market [1] Company Summary - The company, through its subsidiary Suzhou Shengdiya Biopharmaceutical Co., Ltd., has developed Rilaforp α injection, a dual-function fusion protein targeting PD-L1 and TGF-βRII, which is expected to improve treatment outcomes for patients with advanced gastric cancer [1] - The total research and development investment for the Rilaforp α injection project has reached approximately 71.13 million yuan [1] Industry Summary - Gastric cancer has nearly one million new cases globally each year, with over 655,000 deaths, highlighting the severity of the disease and the urgent need for effective treatment options [1] - Current immunotherapy options, particularly immune checkpoint inhibitors, have shown limited long-term survival benefits for patients, especially those with liver metastases, indicating a gap in the market for innovative therapies [1]

批准的适应症：本品联合氟尿嘧啶类和铂类药物用于经充分验证的检测评估PD-L1阳性(CPS≥1)的局部 晚期不可切除、复发或转移性胃及胃食管结合部腺癌的一线治疗。 智通财经APP讯，恒瑞医药(600276.SH)发布公告，公司子公司苏州盛迪亚生物医药有限公司收到国家 药品监督管理局的通知，批准公司自主研发的1类创新药瑞拉芙普α注射液上市。 ...

北京商报讯（记者 王寅浩 宋雨盈）1月7日，恒瑞医药发布公告称，公司子公司苏州盛迪亚生物医药有 限公司收到国家药品监督管理局的通知，批准公司自主研发的1类创新药瑞拉芙普α注射液上市。批准 的适应症为瑞拉芙普α注射液联合氟尿嘧啶类和铂类药物用于经充分验证的检测评估PD-L1阳性 （CPS≥1）的局部晚期不可切除、复发或转移性胃及胃食管结合部腺癌的一线治疗。 ...

恒瑞医药1月7日晚间公告，公司子公司苏州盛迪亚生物医药有限公司收到国家药监局的通知，批准公司 自主研发的1类创新药瑞拉芙普α注射液上市。批准的适应症：本品联合氟尿嘧啶类和铂类药物用于经 充分验证的检测评估PD-L1阳性（CPS≥1）的局部晚期不可切除、复发或转移性胃及胃食管结合部腺癌 的一线治疗。经查询，国内外尚无同类产品获批上市。截至目前，瑞拉芙普α注射液相关项目累计研发 投入约71,130万元。 ...

格隆汇1月7日丨恒瑞医药(600276.SH)公布，子公司苏州盛迪亚生物医药有限公司收到国家药品监督管 理局的通知，批准公司自主研发的1类创新药瑞拉芙普α注射液上市。瑞拉芙普α注射液是公司自主研发 并具有知识产权的抗PD-L1/TGF-βRII双功能融合蛋白，本品能够通过特异性阻断PD-1/PD-L1的相互作 用，同时中和肿瘤微环境中的TGF-β，发挥抗肿瘤作用。经查询，国内外尚无同类产品获批上市。截至 目前，瑞拉芙普α注射液相关项目累计研发投入约71,130万元。 ...