港股药师帮涨近7%，消息面上，公司与越疆达成战略合作，推动机器人与医药产业融合升级。 无需港股通，A股账户就能T+0买港股>> ...

上周以来，政策暖风继续吹，上海宣布全面重启，进一步提振市场信心，尽管受加息等外围因素扰动不断，但仍难阻 市场情绪逐步向好。据东方财富Choic统计，截至6月2日收盘，A股大盘走出"四连阳"行情，多个板块连续走强，其中 汽车板块成为资金追逐的宠儿之一。 （数据来源：东方财富Choice终端） 汽车经销商迎来"春天"，永达汽车将成核心受惠者之一 其实，自4月底以来，汽车板块随大盘触底反转，并从整车、零部件逐步扩散，经销商板块集中爆发，其中，港股汽 车零售板块连日大幅反弹。 豪车经销商"三杰"近期涨跌幅 （数据来源：富途牛牛，截至2022年6月2日收盘价计） 汽车零售股的爆发，主要受两大催化剂助力： 一是最新的汽车乘用车购置税减免政策细则出台，超越市场预期。 （来源：财政部） 机构认为，2.0L排量及以下和30万元以下所针对的车型受益范围比预期（小排量1.6L及以下）要广，但此次税收减征 （5%）有效期只有7个月，远短于2015-16年的15个月。由于80%的燃油车符合购置税减半条件，大多数传统主机厂将 受益于该政策。而在经销商中，永达对此受益更大，因为其符合条件的车型占新车销量约50%。 其实，今年4月以来，广东 ...

Core Insights - The article discusses the rise of a family business empire valued at over 80 billion, founded by a couple who transitioned from academia to entrepreneurship, highlighting their journey and strategies in the collagen industry [1] Group 1: Company Background - Fan Daidi, born in 1966, became China's first female PhD in biochemical engineering and returned to Northwest University to lead research in human-derived collagen after visiting MIT in 2000 [2] - In 2000, her husband, Yan Jianya, left his stable job to start a business, establishing Xi'an Juzhi Biological Gene Technology Co., Ltd. in an 18-square-meter office, marking the beginning of their family business empire [2] Group 2: Business Development - The turning point for Juzhi Biological came in 2009 with the launch of their first commercial brand, Keli Jin, and the establishment of Xi'an Chuangke Village, which became a major distributor for the company [3] - The company adopted a tiered agency model, allowing individuals to become distributors for a fee, which significantly increased their customer base and sales [3] - From 2019 to 2021, Xi'an Chuangke Village contributed 52.2%, 49.3%, and 29.3% to Juzhi Biological's revenue, respectively, before the company shifted focus to online sales [3][4] Group 3: Revenue Growth and Market Position - By 2021, online direct sales accounted for 41.5% of total revenue, showcasing a significant shift in sales strategy [5] - On November 11, 2021, Juzhi Biological's brand Kefu Mei achieved over 100 million in sales within 13 minutes, marking a peak moment for the company [6] - The company's revenue grew from 957 million in 2019 to 5.538 billion in 2024, with a compound annual growth rate of 42% and a gross margin of 87.2% [6] Group 4: IPO and Leadership Transition - In 2022, the company went public in Hong Kong, becoming the first listed company in the collagen restructuring sector [7] - In 2023, Fan Daidi stepped down as executive director, passing the leadership to their daughter, Yan Yubo, raising questions about the next generation's ability to lead [8] Group 5: Challenges and Controversies - The company faces challenges such as high marketing costs, dependency on a single brand (Kefu Mei), and controversies regarding product integrity and compliance with industry standards [8] - From 2022 to 2024, Kefu Mei accounted for 68.2%, 79.1%, and 87.04% of total revenue, indicating a heavy reliance on this brand [8] - Reports of banned substances in Kefu Mei and allegations of product authenticity have emerged, highlighting the need for clearer industry standards [8][9]

Core Viewpoint - Innovent Biologics has presented promising clinical data for IBI363, a first-in-class PD-1/IL-2α-bias bispecific antibody fusion protein, at the 2025 ASCO conference, demonstrating its potential efficacy in treating advanced non-small cell lung cancer (NSCLC) and other tumor types [1][2][11]. Group 1: Clinical Data and Efficacy - IBI363 has shown a manageable safety profile and encouraging efficacy in patients with immunotherapy-resistant squamous NSCLC and wild-type lung adenocarcinoma, with trends indicating long-term survival benefits [1][4][11]. - In a Phase 1 study, IBI363 monotherapy was administered to 136 NSCLC patients, with a focus on those with squamous cell carcinoma and EGFR wild-type adenocarcinoma [3][6]. - The confirmed overall response rate (ORR) for squamous NSCLC patients receiving IBI363 at different dosages was reported as 25.9% and 36.7%, with disease control rates (DCR) of 66.7% and 90.0% respectively [5][6]. Group 2: Long-term Survival Benefits - IBI363 demonstrated potential long-term survival benefits, with median overall survival (OS) of 15.3 months for the 1/1.5 mg/kg dose group and not reached for the 3 mg/kg group, alongside a 12-month OS rate of 70.9% [5][6][10]. - Among patients with PD-L1 TPS<1%, the ORR was 30.0% for the lower dose and 46.2% for the higher dose, indicating IBI363's effectiveness in low PD-L1 expression populations [7]. Group 3: Future Development Plans - Innovent plans to initiate a Phase 3 registration clinical study for IBI363 in locally advanced or metastatic squamous NSCLC patients who have failed prior treatments [11]. - The company has received Breakthrough Therapy Designation (BTD) from China CDE and Fast Track Designation (FTD) from the US FDA for IBI363 in treating squamous NSCLC [11][17]. Group 4: Company Overview - Innovent Biologics is a leading biopharmaceutical company focused on developing high-quality medicines for various diseases, including oncology, with 15 products launched and multiple assets in clinical trials [18]. - The company collaborates with over 30 global healthcare companies to advance its innovative therapies [18].

12个中央部门、13家全国性行业协会、各地方和头部平台企业积极参与，合力推出160余项重点活动， 为全国消费者带来服务消费的饕餮盛宴。作为活动承办地，江苏和南京分别发布江苏省服务消费惠享礼 包和南京市"宁享服务"消费臻选指南，让万千市民乐享美好服务，共创美好生活。 2025年全国"服务消费季"暨"苏新服务·惠享生活"活动在宁启动 让万千市民乐享美好服务 □ 南京日报/紫金山新闻记者 黄琳燕 6月3日晚，金陵STYLE浪漫中心华灯初上，玄武湖畔的晚风裹着美食香气与欢笑声扑面而来。2025年 全国"服务消费季"暨"苏新服务·惠享生活"活动启动仪式在此拉开帷幕。 踏入市集，米其林美食摊位前香气四溢，引人垂涎欲滴。一旁的房车露营体验区，不少家长带着孩子走 进房车，感受户外自由自在的露营生活。特色运动项目体验区，年轻人在飞盘、射箭等项目中尽情挥洒 汗水，欢呼声、笑声交织在一起。 "市集依托玄武湖'城市绿心'生态优势与金陵STYLE浪漫中心融合消费场景，以全生命周期的生活化场 景展示服务消费内容，不仅是要浓厚服务消费氛围，激发服务消费潜力，也是希望通过这样的方式践行 绿色理念，倡导低碳节能生活新风尚。"市商务局相关负责人 ...

Group 1 - During the Dragon Boat Festival holiday from May 31 to June 2, 2025, UnionPay and NetUnion processed a total of 14.05 billion payment transactions, representing a year-on-year growth of 13% [1] - The total transaction amount reached 4.8 trillion yuan, which is a 3.4% increase compared to the previous year [1] - Payment transactions from overseas visitors to China saw a significant increase, with transaction counts and amounts growing by 118.6% and 58.8% respectively compared to the same period last year [1] Group 2 - Haichang Ocean Park announced a major equity change, with Xiangyuan Holdings Group planning to acquire nearly 40% of the shares by issuing 5.1 billion new shares at a price of 0.45 HKD per share, totaling 2.295 billion HKD [2] - After the acquisition, Xiangyuan Holdings will hold 38.6% of Haichang Ocean Park's expanded share capital, becoming the new controlling shareholder [2] - This investment is expected to alleviate Haichang's financial pressure and provide new strategic development resources [2] Group 3 - As of June 2, 2025, the sales revenue of Pandonglai Group exceeded 10.176 billion yuan, with supermarket sales being the highest at approximately 5.566 billion yuan [3] - The company's unique model focuses on service and culture, which positively influences the retail sector [3] - Pandonglai's success offers valuable insights for the retail industry, indicating that quality service and brand building will be key for companies to stand out amid consumer upgrades [3] Group 4 - Double Tower Foods announced that its pea protein products have been applied in the pet food sector, with dietary fiber primarily used for making cat litter [4] - This expansion into the pet food market is expected to create new growth opportunities for the company [4] - The booming pet economy presents development opportunities for companies within the related industry chain [4]

智通财经APP讯，歌礼制药-B(01672)发布公告，同类首创(first-in-class)、每日一次口服小分子脂肪酸合成酶(FASN)抑制剂地尼法司他(ASC40)治疗中重度寻 常性痤疮的 III期临床试验(NCT06192264)达到所有主要、关键次要及次要终点。 主要、关键次要及次要终点可见表2。主要终点包括治疗成功百分比(治疗成功的定义为在第12周时，研究者总体评估(Investigator's Global Assessment，IGA) 评分较基线下降至少2分，且IGA分级为0分(光洁)或1分(几乎光洁))、总皮损计数相对基线百分比下降，以及炎性皮损计数相对基线百分比下降。第12周时， 地尼法司他治疗组治疗成功百分比为33.2%，而安慰剂组为14.6%，p <0.0001;地尼法司他治疗组总皮损计数相对基线百分比下降是57.4%，而安慰剂组为 35.4%，p <0.0001;以及，地尼法司他治疗组炎性皮损计数相对基线百分比下降是63.5%，而安慰剂组为43.2%，p <0.0001。第12周时，非炎性皮损计数相对 基线百分比下降(关键次要终点)，地尼法司他治疗组为51.9%，而安慰剂组为28.9 ...

格隆汇6月4日丨博安生物(06955.HK)发布公告，2025年6月3日，公司及配售代理(即瑞银集团)订立配售 协议，据此，公司同意委任配售代理，而配售代理同意作为公司的代理促使买方按配售价竭诚购买配售 股份，惟须遵守配售协议所载条款及受当中所载条件规限。 假设总计3840万股配售股份将获出售，配售事项所得款项总额预期将约为4亿港元。预期配售事项所得 款项净额约为3.96亿港元。公司拟将配售事项的所得款项净额用作以下用途：(a)约50%将用于创新候选 产品的研发，包括：(i)BA1106(CD25抗体)、BA1301 (Claudin18.2 ADC)及BA1302 (CD228 ADC)的临床 试验；(ii)BA1304(EGFR/B7H3双特异性ADC)及PR201(PD-1/IL-2掩蔽抗体)的非临床研究及临床试验； 及(iii)其他具有市场潜力的创新候选产品的概念验证；(b)约20%将用于已上市及即将上市产品的商业 化；及(c)约30%将用于补充公司营运资金及一般企业用途。 可能根据配售事项出售的配售股份总数为3840万股，相当于本公告日期的已发行股份总数约7.17%；及 经配发及发行配售股份扩大的已 ...

上市首日，手回集团"破发"，5月30日开盘价为7.50港元/股，较发行价跌超7%。截至当日港股收盘，手 回集团股价报6.610港元/股，跌18.19%，市值15亿港元。 此后6月2日、3日两个交易日，手回集团股价继续下行。截至6月3日收盘，手回集团每股报5.71港元， 较招股价8.08港元已跌去近三成，总市值13亿港元。 制图：陈欣（即梦AI） 历经三次递表、两次折戟后，深圳手回科技集团有限公司(手回集团，02621.HK)于近日通过港交所主板 上市聆讯，为其长达18个月的IPO征程扫清关键障碍。 5月30日，手回集团在港交所上市。根据手回集团此前披露，此次IPO，手回集团发行2435.84万股新 股，发售价为8.08港元/股，位于发售价区间6.48港元至8.08港元的上限，募资总额为1.97亿港元。 根据招股书，这一波动与行业政策调整密切相关。2023年下半年以来，"报行合一"政策逐渐全面推行， 要求保险公司佣金支出与备案数据一致，直接导致手回集团长期寿险平均首年佣金率从2022年的34.6% 降至2024年的21.5%。与此同时，长期寿险产品需求萎缩，其收入占比从2022年的50%跌至2024年的 33. ...

根据《中华人民共和国公司法》和《晋商银行股份有限公司章程》的有关规定，本行董事会决定于2025 年6月27日（星期五）在太原召开本行2024年年度股东大会。现将会议有关事项通知如下: 汇报事项 1.听取关于《2024年度关联交易报告》的汇报 一、召开会议的基本情况 （一）会议类型和届次：2024年年度股东大会 （二）会议召集人：本行董事会 （三）会议时间：2025年6月27日上午 10:00，预计不会超过半个工作日 （四）会议地点：中国山西省太原市小店区 长风街59号22楼会议室 （五）会议方式：现场会议、投票表决 二、会议审议事项 普通决议案 1.审议及批准2024年度董事会工作报告 2.审议及批准2024年度监事会工作报告 3.审议及批准2024年度利润分配方案 4.审议及批准2024年度财务决算报告 5.审议及批准2025年度财务预算 6.审议及批准监事会对董事2024年履职监督评价报告 7.审议及批准监事会对监事2024年度履职评价报告 8.审议及批准监事会对高级管理层成员2024年度履职监督评价报告 9.审议及批准聘请2025年度财务报表审计机构 10.审议及批准委任容常青先生为第六届董事会非执行董 ...