优爱®临床优势显著，获得多个权威指南共识推荐 根据公告，优爱®是我国首款甲基化+基因突变双机制的尿路上皮癌早检产品，其可仅通过"一管尿"实现对尿路上皮癌 患者的早期精准无创诊断，产品兼具高效性与可靠性，性能卓越，是《2024年CSCO尿路上皮癌诊疗指南》《膀胱癌 早诊早治专家共识（2024版）》《中国癌症筛查中心技术专家共识》等权威指南共识优先推荐的检测手段。 超过1,000例的注册性临床研究的数据显示，优爱®的敏感性达到92.5%，特异性达到95.8%，临床结果优异，而且不受 血尿、结石等外界因素干扰。此外，优爱®无创的诊疗方式还极大地改善了目前临床常用的镜检（膀胱镜、输尿管 镜）侵入性操作所引发的患者强烈不适，同时其精准的性能也优于超声、尿细胞学等敏感性较低、易漏诊的诊断方 式，有助于实现对尿路上皮癌患者的早发现、早诊断、早治疗与早获益。 在肿瘤诊疗手段仍有待提高、公众仍然谈癌色变的当下，尽早诊断并介入治疗仍然是治疗的最优解，这也成为我国控 制肿瘤的主要政策方向之一。据《健康中国行动—癌症防治行动实施方案（2023-2030年）》，要推广癌症早诊早治， 强化筛查长效机制。 值得注意的是，除优爱®外，远大医 ...

具备入轨能力后，商业火箭下一步目标便是进一步降低发射成本和提升发射频率，火箭的可回收复用至 关重要。2025年，蓝箭航天即将迎来朱雀三号可回收复用火箭首飞。据公开报道到，蓝箭航天有望继美 国SpaceX之后，成为国内最先实现火箭回收、复用的企业，朱雀三号将成为中国商业航天领域的主力 火箭，为中国卫星互联网建设提供重要支撑。 近年来，商业航天领域支持政策频繁落地，市场规模也迎来较快增长。中商产业研究院数据显示，2019 ——2023年，我国商业航天市场规模由0.8万亿元增长至1.9万亿元，年复合增长率达23.3%。 忍痛"割肉"的同时，碧桂园进入重组的关键期。4月11日，碧桂园公告称，已经与专案小组协定重组方 案的主要条款，并签署了重组支持协议。碧桂园此次建议重组的范围包括整体未偿还本金总额约为 140.74亿美元，及其所有应计未支付利息（包括违约利息）。碧桂园表示，将致力于在2025年12月31日 前完成建议重组。 在积极应对债务重组的同时，碧桂园通过促进销售、盘活资产等方式筹措资金，推动保交房，2022年以 来已处置难销类资产及盘活沉淀资金回笼超600亿元，并在近三年来实现交付房屋约170万套。 截至202 ...

日前，市场监管总局新闻发言人就长和港口交易事回答了记者提问。有记者问：据《华尔街日报》4月 16日报道， 长和出售海外港口将分拆为两个交易继续进行，国家市场监督管理总局对此有何评论？ 答：我们高度关注有关交易，将依法进行审查。交易各方不得采取任何方式规避审查，未获批准前，不 得实施集中，否则将承担法律责任。 ...

Core Insights - The Chinese smartphone market experienced a mild growth of 5% year-on-year in Q1 2025, with shipments reaching 70.9 million units, driven by national subsidy policies and consumer recovery [1][3] Group 1: Market Performance - Xiaomi led the market with shipments of 13.3 million units, a 40% increase year-on-year, capturing a market share of 19% [1][5] - Huawei followed closely with 13 million units shipped, maintaining double-digit growth [1][5] - OPPO and vivo ranked third and fourth with shipments of 10.6 million and 10.4 million units, respectively [1] - Apple saw a decline in shipments to 9.2 million units, an 8% drop year-on-year, placing it fifth in the market [1][5] Group 2: Impact of National Subsidy Policy - The national subsidy policy implemented in January has positively influenced market performance, prompting some consumers to upgrade their devices earlier, reflecting a shift in demand rather than organic growth [3] - The policy has also reinforced the dominance of major retail channels and e-commerce platforms like Tmall and JD.com [3] Group 3: Company Strategies and Innovations - Xiaomi's growth is attributed to its product and channel synergy, with a unified pricing strategy that reduces consumer decision costs [5] - Huawei is focusing on effective channel management and expanding its product offerings, including advancements in foldable devices and the development of the HarmonyOS ecosystem [5] - The penetration rate of AI smartphones in China reached 22% in 2024 and is expected to exceed 40% in 2025, highlighting the importance of innovation in areas like foldable screens and operating systems [5]

Core Viewpoint - The 2025 CSCO Guidelines Conference has introduced the 2025 edition of the CSCO Guidelines for the Diagnosis and Treatment of Primary Non-Small Cell Lung Cancer (NSCLC), highlighting the inclusion of Hansoh Pharmaceutical's Amelot (Ametinib Mesylate Tablets) as the first Chinese original third-generation EGFR-TKI to receive a Class I recommendation for consolidation therapy in EGFR mutation-positive stage III unresectable NSCLC patients after chemoradiotherapy [1][2][3] Group 1 - The new recommendation is based on positive results from the POLESTAR study, a nationwide, multicenter, randomized, double-blind, controlled phase III clinical trial assessing the efficacy and safety of Amelot in consolidation therapy for stage III unresectable NSCLC patients with EGFR mutations after chemoradiotherapy [2] - The mid-term analysis of the POLESTAR study, presented at the 2024 World Lung Cancer Conference, showed a median progression-free survival (mPFS) of 30.4 months for the Amelot group, compared to 3.8 months for the placebo group, indicating an 8-fold improvement and an 85% reduction in the risk of disease progression or death [2] - The POLESTAR study exclusively included Chinese patients, demonstrating the significant efficacy of original EGFR-TKIs for domestic patients and providing high clinical relevance for China [2] Group 2 - NSCLC accounts for approximately 85% of all lung cancer cases in China, with nearly one-third being locally advanced (stage III) NSCLC, highlighting the urgent need for more precise and effective treatment options [2] - The rapid development of third-generation EGFR-TKIs represents a significant advancement in targeted therapy, offering more treatment choices to improve the diagnosis and treatment levels of stage III unresectable NSCLC and enhance patient prognosis [2] - The inclusion of Amelot as a Class I recommendation for consolidation therapy in this context confirms its application potential and is expected to guide the development of precision diagnosis and treatment for NSCLC in China, ultimately benefiting patients [3]

上市公司实控人因婚姻纠纷导致股权之争及企业管理割裂、业绩暴雷的情况屡见不鲜，未来三家神州系 公司面临的股权变动风险仍需密切关注。 神州信息（000555.SZ）继2024年度业绩暴雷后，一季报继续亏损。4月25日，神州信息发布2025年一季 度报告，归母净利润亏损9294.26万元，同比下滑64.63%。 神州信息作为神州控股（00861.HK）持股40%的子公司，神州信息业绩暴雷直接导致神州控股2024年 大幅亏损。有媒体报道，神州控股国资股东广州城投在3月25日曾向神州控股管理层发业绩问询函，要 求神州控股对其控股子公司神州信息2024年巨额亏损成因做进一步说明，建议董事会就亏损事件成立独 立调查委员会。 2025年一季度神州信息业绩继续亏损，未来对神州控股的业绩影响仍然存在。对于是否就神州信息亏损 成立独立调查委员会。神州控股方面对第一财经记者表示，关注公司公告。 神州控股分拆于联想集团，在时任联想高级副总裁郭为的带领下于2001年港交所上市，并在2013年、 2016年分拆两大核心业务于A股借壳上市，成为现在的神州信息和神州数码（000034.SZ）。多年以 来，三家神州系公司一直牢牢掌握在郭为手中。 ...

蚂蚁集团旗下分布式数据库OceanBase发布全员信，宣布CTO杨传辉担任AI战略一号位，并新设AI平台 与应用部、AI引擎组，全力推进"DATA×AI"平台的搭建与应用开发。OceanBase CEO杨冰透露， OceanBase的AI战略得到了蚂蚁集团的全力支持，蚂蚁将开放全部AI场景给OceanBase。(科创板日报) ...

Core Insights - The company reported a revenue of approximately RMB 1,247.5 million for the six months ending February 28, 2025, representing a year-on-year increase of 7.5% due to higher student enrollment and increased average tuition fees [1][6] - The number of enrolled students grew by approximately 4.4% to around 100,300 [1][6] - The company has a strong cash position with cash and cash equivalents amounting to RMB 2,070.8 million [1][6] - A mid-term dividend of HKD 0.066 per share was proposed, with a payout ratio of 30%, marking the 12th consecutive dividend since the company went public [1][6] Investment in Education Quality - The company emphasizes its commitment to high-quality education, with strategic investments and forward-looking planning being crucial for building a reputable educational brand [2] - The acquisition of land use rights in Jiangmen for expanding educational capacity is part of the strategy to support future student growth [2] - The company is actively recruiting industry experts and expanding its dual-teacher model to enhance educational quality [2] Embracing Educational Transformation - The company is focusing on "AI + talent cultivation" as a core strategy, upgrading its educational system through the development of smart education platforms and AI-assisted courses [3] - There is a strong emphasis on industry-education integration, particularly in emerging sectors like artificial intelligence and digital economy, through collaborations with major companies such as Huawei and Baidu [3] Future Outlook - The company aims to capitalize on the opportunities presented by the industrial upgrades in the Guangdong-Hong Kong-Macao Greater Bay Area and the national strategy for emerging industries [4] - It plans to dynamically optimize its program offerings and continuously improve teaching quality to establish itself as a globally recognized educational brand [4]

瑞财经 王敏 近日，甘肃银行(02139)发布2024年年度业绩公告。 | (除另有註明外,以人民幣百萬元列示) | 2024 | 2023 | 2022 | 2021 | 2020 | | --- | --- | --- | --- | --- | --- | | 學營業績 | | | | | | | 利息收入 | 12.978.1 | 13,900.6 | 13.788.6 | 13.676.2 | 14.752.9 | | 利息支出 | (8,341.8) | (8.466.1) | (8,720.7) | (8.752.0) | (9,002.5) | | 淨利息收入 | 4.636.3 | 5.434.5 | 5.067.9 | 4.924.2 | 5.750.4 | | 手續費及佣金收入 | 434.4 | 424.0 | 464.0 | 392.4 | 379.3 | | 手續費及佣金支出 | (34.3) | (44.1) | (64.0) | (41.6) | (50.4) | | 手續費及佣金收入淨額 | 400.1 | 379.9 | 400.0 | 350.8 | 328.9 | | ...

Core Viewpoint - 康方生物's drug Ivosidenib has shown strong positive results in head-to-head clinical trials against other leading PD-1 inhibitors, raising expectations for the company's financial recovery and market position [1][2][3]. Group 1: Clinical Trial Results - Ivosidenib (PD-1/VEGF dual antibody) demonstrated significant improvement in progression-free survival (PFS) compared to Tislelizumab in a Phase III head-to-head trial for advanced squamous non-small cell lung cancer (sq-NSCLC) [1][2]. - The trial involved 532 participants from 66 clinical research centers, with Ivosidenib showing clinically meaningful PFS benefits in both PD-L1 positive and negative populations [2]. - Ivosidenib previously outperformed Pembrolizumab (Keytruda) in a separate Phase III trial, achieving an objective response rate (ORR) of 50% compared to 38.5% for Keytruda, and a disease control rate (DCR) of 89.9% versus 70.5% [3]. Group 2: Financial Performance - 康方生物 reported a revenue of 4.526 billion yuan in 2023, achieving its first annual profit, but faced a loss of 501 million yuan in 2024 despite generating 2.124 billion yuan in revenue [4]. - The company's financial performance is closely tied to Ivosidenib's sales, which generated 103 million yuan in revenue shortly after its market approval in May 2024 [4]. Group 3: Future Prospects - Ivosidenib is currently involved in 12 ongoing Phase III clinical trials, with one indication in the final review stage for supplemental new drug application [5]. - Goldman Sachs predicts that Ivosidenib could become a leader in the PD-1/L1×VEGF dual-specific antibody market, potentially reaching peak sales of 53 billion dollars by 2041 [5]. - 康方生物 also has other products in its pipeline, including a PD-1/CTLA-4 dual antibody and a recently FDA-approved drug for nasopharyngeal carcinoma [5].