面对疑虑，工作队迅速行动。 王向东带领驻村工作队和村"两委"干部走访周边乡镇取经。回村 后，他们通过联户党员，掰着指头给村民算经济账：石菖蒲市场紧俏，兼具美化环境、改善水质功能； 亩产鲜品可达7000斤，加工成干药材约1400斤，按现价一斤35元计算，三年亩产值可达4.9万元，远超 传统农作物种植效益。经过"四议两公开"程序，村民一致同意第一年试种50亩。 给村民吃下更大"定心丸"的是， 淅川县海峡中草药种植专业合作社及时伸出了橄榄枝，签订了保 底收购协议。 春分过后，沉寂的河滩重现生机。17位村民涉水弯腰，精心栽下菖蒲苗。新翻的泥土乌黑发亮，嫩 绿的苗株沿河蜿蜒，宛如给泉水河系上一条碧玉腰带。 盛夏一场暴雨过后，李大姐第一个冲到河滩。拨开被雨水洗得发亮的菖蒲叶，她欣喜地喊道："快 来看！这些根须跟老牛筋似的，洪水都扯不断！"50亩试验田安然无恙，绿意盎然。正在记工的村会计 打趣道："李婶子，你这3天拔草就挣了180元，菖蒲还没卖，工资倒先揣兜里了！" 盛夏时节，河南省淅川县大石桥乡石燕河村的河滩上，菖蒲郁郁葱葱。村委主任杨圈子拨开茂密的 叶片，露出水下盘根错节的根须网："王书记，看这菖蒲根扎得多牢！"一旁劳 ...

深圳市新产业生物医学工程股份有限公司 关于公司获得发明专利证书的公告 本公司及董事会全体成员保证信息披露的内容真实、准确和完整，没有虚 假记载、误导性陈述或重大遗漏。 深圳市新产业生物医学工程股份有限公司（以下简称"公司"）于近日收到 国家知识产权局颁发的1项《发明专利证书》，现将本次取得的发明专利具体情 况公告如下： 发明名称：一种用于猴痘病毒感染的早期筛查的方法 证券代码：300832 证券简称：新产业 公告编号：2025-056 中国专利号：ZL202310778542.0 专利权人：深圳市新产业生物医学工程股份有限公司 发明人：刘坤、许婧、向永生、朱建地、胡勇健 专利申请日：2023年06月29日 授权公告日：2025年07月08日 上述专利保护技术为公司自主研发，本发明提供了一种用于猴痘病毒感染早 期筛查的试剂，该试剂通过特异性抗体检测不同状态猴痘病毒的特定蛋白组合， 从而实现在感染者尚未出现明显表皮症状时，快速准确地检出猴痘病毒，对传染 病的早期预警和防控具有重要应用价值。 本次取得的发明专利不会对公司目前的经营状况产生重大影响，但有利于完 善公司知识产权体系，进一步提升公司软实力。 特此公告。 ...

Investment Rating - The report maintains an "Outperform" rating for the pharmaceutical and biotechnology sector [5] Core Views - The pharmaceutical sector underperformed the overall market this week, with the healthcare services sector leading the gains. The overall A-share market rose by 1.50%, while the biopharmaceutical sector increased by 1.82%, outperforming the market [1][33] - Merck announced a $10 billion acquisition of Verona Pharma to obtain the COPD drug Ohtuvayre, which is expected to be a significant product in the respiratory disease treatment market [2][10] - WuXi AppTec is projected to achieve a 102% increase in net profit for the first half of 2025, with revenues expected to reach 20.799 billion yuan, reflecting a growth of 20.64% [3] Summary by Sections Market Performance - The biopharmaceutical sector's price-to-earnings ratio (TTM) stands at 35.79x, which is at the 77.7 percentile of its historical valuation over the past five years [1][38] - The overall A-share market and various sub-sectors showed positive performance, with healthcare services up by 6.46% [1][33] Key Company Updates - Merck's acquisition of Verona Pharma will provide access to Ohtuvayre, a dual-target PDE3/4 inhibitor approved for COPD maintenance therapy, marking a significant advancement in treatment options [2][10] - Ohtuvayre's sales reached $71 million in Q1 2025, indicating strong market uptake and potential for expansion into other indications [22][24] Company Earnings Forecasts - WuXi AppTec's net profit for H1 2025 is expected to be 8.561 billion yuan, a 101.92% increase, driven by strong operational performance [3] - The report includes earnings forecasts for several companies, with WuXi AppTec and Mindray Medical both rated as "Outperform" [4][42] Investment Recommendations - Mindray Medical is highlighted as a leading domestic medical device company benefiting from new healthcare infrastructure and product upgrades [42] - WuXi AppTec is recognized for its comprehensive service capabilities in the new drug development outsourcing market [42] - Other recommended companies include New Industries, Huatai Medical, and Aibo Medical, each with strong market positions and growth potential [42][43][44]

Core Points - The Hong Kong Investment Promotion Agency and the Xi'an High-tech Zone Management Committee signed a memorandum of cooperation to support technology companies in expanding internationally through Hong Kong [1][2] - The memorandum aims to establish a stable collaboration mechanism, leveraging Hong Kong's unique advantages as an international financial center and Xi'an High-tech Zone's innovative capabilities to help companies connect with global resources [1] - The Xi'an High-tech Zone is one of the first national high-tech zones approved by the State Council, focusing on industries such as optoelectronic information, intelligent manufacturing, biomedicine, automotive, and new materials and energy [1] Industry Insights - Participating companies noted that Hong Kong's capital market has undergone significant reforms to support technology enterprises, allowing them to access financing and international investment resources [2] - The international platform provided by Hong Kong enables small and medium-sized enterprises to adopt a global development model early in their growth, enhancing their participation in international competition [2] - The Hong Kong Investment Promotion Agency aims to further leverage the complementary advantages of both regions to assist more quality enterprises from Xi'an High-tech Zone in expanding overseas [2]

Investment Rating - The report maintains an optimistic outlook on the pharmaceutical industry, particularly for 2025, suggesting a potential for diverse investment opportunities as the sector recovers from low valuations and public fund allocations [10]. Core Insights - The pharmaceutical sector is currently experiencing low valuations, with public funds under-allocating to this area. The report anticipates a recovery driven by macroeconomic factors and significant product launches [10]. - The report emphasizes a shift in the innovative drug sector from quantity to quality, highlighting the importance of differentiated products and international expansion for profitability [10]. - The medical device sector is seeing a rebound in bidding volumes, particularly in imaging equipment, and is expected to benefit from domestic product upgrades and international market expansion [10]. - The report identifies a growing trend in the CXO and life sciences services sector, with expectations for increased investment and a recovery in demand [10]. - The traditional Chinese medicine sector is projected to benefit from policy changes and market dynamics, with specific companies recommended for investment based on their unique product offerings and market positions [12]. Summary by Sections Market Review - The report notes a 1.80% increase in the CITIC Pharmaceutical Index, outperforming the CSI 300 Index by 0.98 percentage points, ranking 16th among 30 sectors [7]. - The top-performing stocks include Frontline Bio-U, MediWest, and Lianhuan Pharmaceutical, while the worst performers include ST Weiming and Innovent Biologics [7]. Overall Perspective and Investment Themes - The report suggests that the pharmaceutical industry is poised for growth, with a focus on innovative drugs, medical devices, and traditional Chinese medicine. Specific companies are highlighted for their potential in these areas [10][12]. - The report also discusses the implications of policy changes and market trends for the pharmaceutical and medical device sectors, indicating a favorable environment for investment [10][12]. Company-Specific Insights - Companies like Baiyi, Xinda, and Kangfang are highlighted for their innovative drug pipelines and potential for growth in the coming years [10][12]. - The report provides detailed insights into the clinical progress of various drugs across different companies, indicating a robust pipeline that could drive future revenue [13][20][24][30][35][38].

Group 1 - The State-owned Assets Supervision and Administration Commission (SASAC) emphasizes the role of central enterprises in building a modern industrial system and a new development pattern through technological innovation, industrial control, and security support [1][2] - Central enterprises are encouraged to accelerate investment in strategic emerging industries, with a projected investment of 2.7 trillion yuan in 2024, representing a year-on-year increase of 21.8% and surpassing 40% of total investment for the first time [2] - The revenue from strategic emerging industries is expected to exceed 1.1 trillion yuan, accounting for nearly 30% of total revenue [2] Group 2 - The SASAC plans to enhance the development mechanism for strategic emerging and future industries, allowing for loss exemption periods for enterprises or projects engaged in these sectors [3]

Core Viewpoint - The China Securities Index for Healthcare Equipment and Services has shown a slight increase of 0.39% recently, reflecting the overall performance of listed companies in the healthcare sector [1] Group 1: Index Performance - The China Securities Index for Healthcare Equipment and Services is currently at 13,682.83 points with a trading volume of 18.089 billion [1] - Over the past month, the index has decreased by 0.83%, while it has increased by 2.95% over the last three months, and has seen a year-to-date decline of 0.43% [1] Group 2: Index Composition - The index is composed of listed companies that correspond to the healthcare theme, with a base date of December 31, 2004, set at 1,000.0 points [1] - The top ten weighted companies in the index include: Mindray Medical (9.44%), United Imaging (8.04%), Aier Eye Hospital (7.55%), Aimeike (3.41%), Huatai Medical (3.23%), New Industry (2.81%), Yuyue Medical (2.7%), Lepu Medical (2.54%), Meinian Onehealth (2.05%), and Shandong Pharmaceutical Glass (1.91%) [1] Group 3: Market Distribution - The index's holdings are primarily listed on the Shenzhen Stock Exchange (60.09%) and the Shanghai Stock Exchange (39.91%) [1] - The healthcare sector accounts for 100% of the index's holdings [1] Group 4: Index Adjustment and Fund Tracking - The index samples are adjusted biannually, with changes implemented on the next trading day following the second Friday of June and December [2] - Public funds tracking the healthcare index include various Southern and Tianhong funds, as well as ETFs from multiple financial institutions [2]

Core Insights - The Bio-Innovation industry is identified as a key driver of global innovation development, utilizing biotechnology and innovative technology to enhance product efficiency and reduce costs, thereby meeting the growing global market demand [1][2] Industry Overview - As of May 31, 2025, there are 389 registered entities in Thailand engaged in Bio-Innovation, an increase of 45 entities compared to the same period in 2024, representing a growth rate of 13.08% [2] - The total registered capital for these entities amounts to 95.76 billion Thai Baht, with foreign investment accounting for 38.8 billion Thai Baht, primarily from Hong Kong, Cuba, and Japan [1][2] - The industry is characterized by a predominance of small enterprises, which make up 92.03% of the total, while medium-sized enterprises account for 7.71%, and large enterprises represent only 0.26% [2] Growth Trends - The number of registered Bio-Innovation entities has shown consistent growth from 2020 to 2024, with 59 new entities added in 2024, marking an 11.32% increase from 2023 [2] - In the first five months of 2025, 30 new entities were registered, which is an increase of 11 entities compared to the same period in 2024, reflecting a growth rate of 57.89% [2] - The registered capital for these new entities in the first five months of 2025 reached 1.78 billion Thai Baht, an increase of 1.49 billion Thai Baht compared to the previous year, which is 5.11 times the amount [2]

Group 1: Smart Manufacturing and Automation - Nanjing is focusing on the development of smart manufacturing, robotics, software and information technology services, and smart grid industries, with strategic emerging industries expected to account for approximately 42% of the total industrial output value by 2024 [1] - Employees in smart manufacturing are encouraged to innovate and participate in defining future work methods, as seen in the case of Zhang Menglu, whose annual salary is 200,000 yuan, significantly higher than the industry average [2] - The government supports new vocational training with subsidies, which can reach up to 8,000 yuan for certain positions, aiding in talent development for smart manufacturing [2] Group 2: Low-altitude Economy and Talent Demand - The low-altitude economy is rapidly expanding in Nanjing, with the number of industry chain enterprises increasing from 180 to 344 and take-off and landing points growing from 47 to 266 [3] - There is a strong demand for composite talents in the drone sector, as evidenced by Zhou Zhewens' role as a project leader shortly after graduation, highlighting the need for individuals who understand both technical and management aspects [3] Group 3: AI Talent Explosion - The demand for AI talent is surging due to the widespread application of AI technologies across various sectors, although there is a lag in the supply of qualified graduates from universities [4] - Companies like Runhe Software are actively seeking to fill over 300 positions for AI trainers this year, indicating a significant growth in the need for skilled professionals in this field [5] - High-level AI positions are challenging to fill, with salaries typically exceeding 200,000 yuan, as these roles require a blend of foundational knowledge, programming skills, and the ability to integrate cross-domain knowledge [5]

证券代码：300832 证券简称：新产业 公告编号：2025-055 发明人：王逸贤、何杰标、郑晓林、何国耀、朱亮、胡莹 专利申请日：2023年12月26日 深圳市新产业生物医学工程股份有限公司 关于公司获得发明专利证书的公告 本公司及董事会全体成员保证信息披露的内容真实、准确和完整，没有虚 假记载、误导性陈述或重大遗漏。 深圳市新产业生物医学工程股份有限公司（以下简称"公司"）于近日收到 日本特许厅颁发的1项《发明专利证书》，现将本次取得的发明专利具体情况公 告如下： 发明名称：扩增板组件及其状态检测方法 日本专利号：特许第7701432号 专利权人：深圳市新产业生物医学工程股份有限公司 授权公告日：2025年06月23日 上述专利保护技术为公司自主研发，本发明应用于全自动核酸检测分析系统 Molecision R8，提供了一种扩增板组件，包括扩增板本体与密封膜，在第一配合 位置时，密封膜与扩增板本体的上表面贴合设置；在第二配合位置时，密封膜与 扩增板本体之间具有预定距离，以此解决相关技术中的扩增板密封方式复杂的问 题。 本次取得的发明专利不会对公司目前的经营状况产生重大影响，但有利于完 善公司知识产权体系 ...