NO.1 世卫组织警示基孔肯雅热疫情风险 NO.3 华熙生物发布《关于网络不实信息的严正声明》 7月26日，华熙生物官方微博发布《关于网络不实信息的严正声明》称，其发现部分网络平台用户发布 关于公司的严重不实信息。经核实，信息发布于境外网站，内容纯属捏造，恶意歪曲事实，其中部分内 容涉及政治谣言，性质极其恶劣。经查，该信息发布者李某曾任华熙昕宇投资有限公司市场部总监，事 发前曾在华熙生物工作18个月。 点评：华熙生物迅速回应网络负面言论并公布涉事人员背景，体现公司对声誉风险的高度重视。当前美 妆医美行业舆情敏感，该事件虽属个案，但仍可能在短期内对公司造成负面影响。 丨 2025年7月28日 星期一 丨 近日，基孔肯雅热在国内外引发广泛关注。世界卫生组织25日警告，基孔肯雅热病毒正在全球多地扩 散，已有119个国家报告病例，约550万人面临感染风险。据广东省佛山市各区最新的通报，截至7月24 日，佛山市5个区已累计报告基孔肯雅热确诊病例超过4000例，其中顺德区报告确诊病例3627例，均为 轻症病例。 NO.2 国内动保mRNA疫苗进入临床井喷期 7月25日，瑞普生物公告称，公司近日收到农业农村部颁发的猪流行性 ...

11天7板汇通集团：公司未参与雅鲁藏布江下游水电站建设项目 时空科技：实控人筹划公司控制权变更事项 继续停牌 抚顺特钢：锦程沙洲拟以5.6元/股要约收购公司5%股份 金盾股份：设立全资子公司 开展涵道推进器项目 神开股份：子公司拟1500万元战略投资山东未来机器人 浙数文化：聘任朱成永为公司首席技术官 铭普光磁：副总经理钱银博因个人原因辞职 南大光电：副总裁陈化冰因个人原因辞职 西部材料：王力波因工作变动辞去副董事长等职务 三丰智能：公司董事陈巍被监察立案并实施管护 亿田智能：拟与专业机构投资设立私募基金 西部黄金：拟16.55亿元收购新疆美盛矿业100%股权 上海医药：拟1.43亿元收购上实集团财务公司10%股权 恒瑞医药：拟收购控股子公司成都盛迪少数股东股权 东山精密：拟不超10亿美元投建高端印制电路板项目 飞龙股份：获上汽乘用车项目定点 预计销售收入超4亿元 广生堂：乙肝治疗一类创新药III期临床试验首例受试者成功入组 瑞贝卡：公司及控股股东因涉嫌信披违规遭证监会立案 *ST万方：因涉嫌信披违规遭证监会立案 飞马国际：收到业绩承诺补偿款约4.37亿元 协鑫集成：转让部分基金投资份额 宇邦新材：初步确定询 ...

智通财经7月25日晚间新闻精选 1、李强主持召开国务院常务会议，部署逐步推行免费学前教育有关举措。 2、证监会：严格限制可能对上市公司产生重大不利影响的同业竞争，进一步完善关联交易审议责任、 决策要求等。 4、广期所调整碳酸锂期货LC2509合约交易限额，单日开仓量不得超过3,000手。大商所调整焦煤期货 JM2509合约交易限额，单日开仓量不得超过500手。 5、债券基金或遭遇较大赎回压力，本周前四日，基金产品累计已卖出各类债券超2000亿元，其中7月24 日单日卖债近1000亿元。 6、首创证券：拟发行H股股票并在香港联合交易所有限公司上市。中国中免：上半年净利润26亿元 同 比下降20.81%。东山精密：子公司拟不超10亿美元投建高端印制电路板项目。11天7板汇通集团：公司 未参与雅鲁藏布江下游水电站建设项目。广生堂：乙肝治疗一类创新药奈瑞可韦GST-HG141 III期临床 试验首例受试者成功入组。 3、群智咨询测算，TV面板价格在供需双方博弈下7月补跌，预计8月开始将逐步止跌。 ...

今日聚焦 1、广深铁路：签订广州东站改造项目合作协议 总投资约166.6亿元 广深铁路公告称，公司于2025年7月25日与广州市人民政府、中国铁路广州局集团有限公司就广州东站 改造工程签订了《广州东站改造项目合作协议》。本项目总投资约166.6亿元，其中还建补偿投资约 22.28亿元，项目公司投资约144.32亿元。公司将以改造后仍需保留功能的既有资产规模对应的工程投资 约52.09亿元计算其在项目公司中的股份。本项目不会导致公司主营业务、经营范围发生变化，不会影 响公司业务独立性。 2、抚顺特钢：锦程沙洲拟5.6元/股要约收购5%公司股份 抚顺特钢公告称，宁波梅山保税港区锦程沙洲股权投资有限公司(简称"锦程沙洲")拟以5.6元/股的价 格，向除其及其一致行动人以外的抚顺特钢全体股东发出部分要约，收购数量为9860.5万股，占公司总 股本的5%。本次要约收购完成后，锦程沙洲及其一致行动人最多合计持有公司6.9亿股股份，占公司已 发行股份总数的34.99%。本次要约收购不以终止公司上市地位为目的，收购资金将来源于其自有资金 及自筹资金。 3、中国中免：上半年净利润26亿元 同比下降20.81% 中国中免公告称， ...

证券代码：300436 证券简称：广生堂 公告编号：2025053 福建广生堂药业股份有限公司 关于乙肝治疗一类创新药奈瑞可韦 GST-HG141 的 III 期临床试验首例受试者成功入组的公告 本公司及董事会全体成员保证信息披露的内容真实、准确、 完整，没有虚假记载、误导性陈述或重大遗漏。 福建广生堂药业股份有限公司（以下简称"公司"）创新药控股子公司福建 广生中霖生物科技有限公司的在研乙肝治疗一类创新药奈瑞可韦 GST-HG141 的 III 期临床试验，已于 2025 年 7 月 25 日在树兰（杭州）医院完成首例受试者成 功入组给药。公司将继续加快创新药临床研究进展，争取早日为广大乙肝患者提 供更好的科学解决方案。 本次入组开展的 GST-HG141 的 III 期临床是"GST-HG141 用于慢性乙型肝 炎（CHB）抗病毒药物应答不佳患者联合治疗（add-on）的随机、双盲、安慰剂 对照、多中心 III 期临床试验"，已获得组长单位树兰（杭州）医院、北京大学 第一医院的伦理委员会同意，并已开始入组患者。 1 方可上市。公司已有成功开发抗新冠病毒创新药泰中定的全链条创新药研发经验， 但创新药研发周期 ...

广生堂（300436）公告，创新药控股子公司福建广生中霖生物科技有限公司的在研乙肝治疗一类创新药 奈瑞可韦GST-HG141的III期临床试验，已于2025年7月25日在树兰(杭州)医院完成首例受试者成功入组 给药。本次入组开展的GST-HG141的III期临床是"GST-HG141用于慢性乙型肝炎(CHB)抗病毒药物应答 不佳患者联合治疗(add-on)的随机、双盲、安慰剂对照、多中心III期临床试验"，已获得组长单位树兰 (杭州)医院、北京大学第一医院的伦理委员会同意，并已开始入组患者。 ...

New Stock Issuance - New stock issued by Dingjia Precision at a price of 11.16 on July 22, 2025[1] - ST Kelly's tender offer period is from July 17 to August 15, 2025[1] - ST Zitian and other companies have also announced new stock issuances[1] Market Alerts - Significant abnormal fluctuations reported for several stocks including Guangshengtang and Huayin Power[1] - Multiple companies have disclosed announcements regarding stock performance and market activities[1] - The report includes links to detailed announcements for various stocks, indicating ongoing market monitoring[1]

| 新股发行及今日交易提示 | 2025/7/21 | 星期一 | | | | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 2025/7/21 | 新股发行 | 证券代码 | 证券简称 | 发行价格 | | | | | | | 001221 | 悍高集团 | 15.43 | 2025/7/21 | 内地市场权益提示 | | | | | | | 类别 | 证券代码 | 证券简称 | 权益日期 | 最新公告链接 | http://www.cninfo.com.cn/new/disclosure/detail?stockCode=300326&announcementId=122418 | 要约收购 | 300326 | ST凯利 | 要约申报期：2025年7月17日至2025年8月15日 | | 9126&orgId=9900021932&announcementTime=2025 | -07-16 | http://www.cninfo.com.cn/new/disclosure/detail?stockCode ...

Group 1 - Yaxin Security plans to reduce its shareholding by up to 3%, totaling no more than 12 million shares, from August 8, 2025, to November 7, 2025 [1] - Shangwei Co. intends to issue up to 180 million shares to its controlling shareholder, raising no more than 1.144 billion yuan for digital upgrades and working capital [1][2] - Anker Innovations is exploring the possibility of overseas share issuance to enhance its global strategy and brand image, with no specific plan confirmed yet [3] Group 2 - AVIC Xi'an Aircraft Industry Group's chairman resigned due to work changes, effective immediately upon submission of the resignation [4] - Tianci Materials signed a procurement cooperation agreement to supply at least 550,000 tons of electrolyte products to Chuangneng New Energy from 2025 to 2030, enhancing market share and profitability [5][6] - Guangshentang's innovative drug GST-HG131 has been included in the list of breakthrough therapies, but this does not guarantee market approval or immediate financial impact [7][8] Group 3 - Chaozhuo Aerospace plans to reduce its shareholding by up to 3%, totaling no more than 896,000 shares, from August 7, 2025, to November 6, 2025 [9] - Taiji Group intends to repurchase shares worth between 80 million and 120 million yuan, with a maximum price of 28.03 yuan per share, to be used for cancellation [11][12] - Xibu Materials plans to invest 125 million yuan in a private placement by its subsidiary to raise 147 million yuan for working capital and loan repayment [13] Group 4 - Shantui Co. plans to issue H-shares and apply for listing on the Hong Kong Stock Exchange [14] - *ST Huawang intends to acquire 55.5% of Niwei Power for 666 million yuan, entering the new energy hybrid vehicle sector [15] - Tailin Bio's controlling shareholder plans to reduce its shareholding by up to 1.5%, totaling no more than 1.8195 million shares, for personal funding needs [17] Group 5 - Huicheng Vacuum plans to reduce its shareholding by up to 3%, totaling no more than 3 million shares, from August 7, 2025, to November 6, 2025 [18][19] - Kesi Co.'s actual controller plans to reduce its shareholding by up to 3%, totaling no more than 14.27 million shares, for personal funding needs [20][21] - Zhongchong Co.'s controlling shareholder plans to reduce its shareholding by up to 1.5%, totaling no more than 4.56 million shares, for funding needs [22][23] Group 6 - Shanhigh Environmental plans to raise no more than 718 million yuan through a private placement to supplement working capital and repay bank loans [24][25] - Zhongrong Electric plans to invest 114 million yuan in the construction of the Sinok New Energy Technology Park, expected to be completed by the end of 2027 [26] - Kaisen New Materials' shareholder plans to transfer 4.75% of its shares, totaling 20 million shares, for personal funding needs [27] Group 7 - Xinxin Standard's controlling shareholder plans to reduce its shareholding by up to 3%, totaling no more than 6.7792 million shares, for personal funding needs [28] - Chuhuan Technology plans to invest 9.99 million yuan in a partnership focused on high-end manufacturing, including semiconductors and new materials [29] - Shankai Intelligent's stock will resume trading after a share transfer agreement with Changjiang Aerospace, which will become the controlling shareholder [30]

Group 1 - The rumor of Federal Reserve Chairman Powell being fired by Trump caused significant market fluctuations, with a drop in U.S. stocks and a rise in gold and Bitcoin prices [1][3] - After Trump denied the rumors, U.S. stocks rebounded, with the S&P 500 rising by 0.32%, the Dow Jones by 0.53%, and the Nasdaq by 0.26% [1] - The 2-year U.S. Treasury yield fell by over 7 basis points during the rumor but narrowed its decline after the denial [3] Group 2 - Tesla's stock increased by 3.5% as the Model Y L is set to be delivered this fall [2] - Chip stocks experienced mixed results, with AMD rising by 3% while ASML fell by over 8% [2] - The Nasdaq Golden Dragon China Index fell by 1.41%, with notable movements in Chinese concept stocks [2] Group 3 - The U.S. House Financial Services Committee Chairman stated that there are enough votes to push forward a stablecoin bill [5] - The CEO of a major U.S. bank indicated plans to collaborate with some stablecoin projects [6] Group 4 - Major developments in China's economic policies include initiatives to boost consumption and regulate the electric vehicle industry [9][10] - The Henan provincial government has introduced policies to support mergers and acquisitions for listed companies [10] Group 5 - The tungsten market continues to see price increases, with black tungsten concentrate prices rising by 25% since the beginning of the year [21] - The Ministry of Natural Resources has reduced the tungsten mining quota for 2024 and 2023, indicating tighter supply conditions [21] Group 6 - MiniMax is nearing completion of a new financing round of approximately $300 million, with a post-financing valuation exceeding $4 billion [19] - The company is reportedly seeking an A-share listing, reflecting its commercial potential in the AI sector [19] Group 7 - The Beijing Economic Development Zone has launched a special fund to support 6G technology development, with a maximum funding of 30 million yuan for qualifying enterprises [20] - The initiative aims to establish a leading 6G innovation development area by 2030 [20]