中新健康丨康方生物明星双抗数据不及预期?回应来了
Zhong Guo Xin Wen Wang· 2025-04-30 11:38
Core Viewpoint - 康方生物's new indication for依沃西单抗 has been approved by the National Medical Products Administration (NMPA) for first-line treatment of PD-L1 positive non-small cell lung cancer (NSCLC), based on positive results from the HARMONi-2 clinical trial [1][2]. Group 1: Clinical Trial Results - In the HARMONi-2 trial, the median progression-free survival (PFS) for the依沃西 group was 11.14 months, compared to 5.82 months for the帕博利珠 group, with a hazard ratio (HR) of 0.51, indicating a 49% reduction in the risk of disease progression or death [2]. - The interim analysis for overall survival (OS) showed a HR of 0.777, reflecting a 22.3% reduction in the risk of death for the依沃西 group compared to the帕博利珠 group [2]. Group 2: Market Reaction - Despite the positive clinical data,康方生物's stock fell over 19% on April 28, closing at 87.20 HKD per share, while its partner Summit's stock dropped more than 36% [3]. - Market sentiment suggests that while依沃西 shows clinical benefits compared to帕博利珠, it did not achieve the statistical significance expected by investors, as帕博利珠 has shown greater risk reductions in OS in previous trials [3]. Group 3: Company Perspective - 康方生物's CEO,夏瑜, stated that the market's interpretation of the data is somewhat misaligned, emphasizing that OS was not the primary endpoint of the study and that the low maturity of the OS data (39%) was intended to show a trend of benefit [3][4]. - The company designed the HARMONi-2 trial to focus on PFS as the primary endpoint, with the aim of obtaining approval for the first-line NSCLC indication in China [4].
普拉达第一季度净营收13.4亿欧元,同比增长13%,市场预估13.3亿欧元。
快讯· 2025-04-30 11:38
Core Viewpoint - Prada's first-quarter net revenue reached €1.34 billion, reflecting a year-on-year growth of 13%, surpassing market expectations of €1.33 billion [1] Group 1 - The company's net revenue for the first quarter was €1.34 billion [1] - Year-on-year growth in revenue was reported at 13% [1] - Market expectations for revenue were set at €1.33 billion, indicating a slight outperformance by the company [1]
神州控股(00861)联手北京交大 共促物流数据开放互联和供应链绿色可持续发展
智通财经网· 2025-04-30 11:05
智通财经APP获悉,4月30日上午,由北京交通大学主办,中国数联物流信息有限公司、神州数码控股有限公司(00861)等单位联合承办的第八届数字中国建 设峰会数字交通与物流分论坛在福州举行。福建省副省长李兴湖、国家数据局副局长陈荣辉、北京交通大学副校长荆涛出席论坛并致辞。北京交通大学移动 专用网络国家工程研究中心主任张宏科教授,福建省政府副秘书长、发展研究中心主任林长远,中国数联物流信息有限公司副总经理韩敬华,神州数码控股 有限公司数据智能集团总裁孙洋等领导和专家,以及来自政府、高校、科研机构、企业和行业协会等200余名嘉宾参加了此次分论坛。 论坛发布了物流数据开放互联倡议,天津、唐山、宁波、金华、合肥、临沂、郑州、洛阳、武汉、宜昌、广州、海口、重庆、成都、乌鲁木齐、霍尔果斯等 16个试点城市以及北京交大、中国物流与采购联合会、中国数联物流、神州控股等企事业单位共同宣布发起该倡议。倡议提出,要构建数据流通新机制、打 造产业协同新范式、构筑安全可信新防线,以及构建数字物流新生态,各方承诺牵头建设数据流通基础设施,深度参与标准制定,创新数据资源开发利用和 价值共创的模式;通过跨部门政策协同,完善共享机制,保障数据要 ...
经营业绩持续向好,中原银行一季度实现“开门红”
Sou Hu Cai Jing· 2025-04-30 10:54
【大河财立方 记者 秦龙】4月30日,记者获悉,2025年以来,中原银行积极应对复杂多变的经济金融环 境,深入推动特色化经营差异化发展,全力落地各项工作任务,整体经营实现良好开局。 具体来看,中原银行效益质量规模协同发展。一季度,该行效益指标超序时进度,资产质量保持稳定, 资产规模稳步增长。 贷款余额超900亿元 加大民营小微金融支持力度 民营经济发展前景广阔、大有可为。 2025年以来,中原银行深入研究党中央、国务院及有关部委出台的一系列政策,聚焦我省关于支持民营 经济高质量发展的1个行动计划、6个行动方案、5个攻坚方案,做好全面对接,制定专项方案,确保政 策落地。 中原银行充分把握民营经济发展机遇,全面提高服务覆盖率、市场占有率。通过积极支持小微企业融资 协调工作机制作用,用足用好无还本续贷扩围政策,实现信贷资金直达基层、快速便捷,中原银行确保 普惠金融目标任务全面完成。 数据显示,一季度,中原银行小微融资协调工作机制申报清单14.6万户,全省排名第2;普惠小微贷款 余额945亿元,较年初增加43亿元,增速高于全行各项贷款增速。 同时,中原银行还将支持民营经济高质量发展与"四个银行"建设相结合,一体推进政 ...
【美股盘前】热门中概股普涨,金山云涨超13%;超微电脑跌超15%,初步业绩远不及预期;市场静待美国一季度GDP初值;台积电亚利桑那州第三座晶圆厂开建
Mei Ri Jing Ji Xin Wen· 2025-04-30 10:40
Market Performance - Dow futures increased by 0.01%, while S&P 500 futures decreased by 0.15% and Nasdaq futures fell by 0.26% [1] Chinese Stocks - Popular Chinese stocks saw pre-market gains, with Alibaba up by 1.62%, Pinduoduo up by 0.48%, NetEase up by 0.41%, and Xpeng Motors up by 0.48% [1] UBS Financial Results - UBS reported a net profit of $1.7 billion for Q1 2025, exceeding expectations, driven by a 32% increase in trading income from stock and foreign exchange trading [1] AMD Preliminary Earnings - AMD's preliminary earnings for Q3 showed revenue between $4.5 billion and $4.6 billion, significantly below the analyst expectation of $5.35 billion; adjusted EPS was projected between $0.29 and $0.31, compared to the expected $0.53 [1] Starbucks Financial Results - Starbucks reported a decline in same-store sales by 1% for Q2 2025, worse than the expected decline of 0.59%; North American same-store sales also fell by 1%, against an expected decline of 0.44% [1] TSMC Expansion - TSMC has commenced construction of its third semiconductor fab in Arizona, enhancing its expansion efforts in the U.S.; TSMC shares rose by 1.3% [1] Toyota and Waymo Partnership - Toyota and Waymo have reached a preliminary agreement to collaborate on the development of an autonomous driving platform, aiming to advance the research and deployment of autonomous driving technology [2] Xiaomi AI Model - Xiaomi announced the open-sourcing of its first inference model, Xiaomi MiMo, which outperformed OpenAI's o1-mini in mathematical reasoning and coding assessments; Kingsoft Cloud shares rose over 13% as it is a core cloud provider for Xiaomi [2] Barclays Financial Results - Barclays reported a pre-tax profit of £2.7 billion for Q1, an 11% year-over-year increase, surpassing the analyst expectation of £2.49 billion; total group revenue reached £7.7 billion, exceeding the expected £7.33 billion, with investment banking revenue growing by 16% to £3.87 billion [2]
北水动向|北水成交净买入56.37亿 内银股绩后出现分化 建行(00939)获加仓、工行(01398)遭抛售
智通财经网· 2025-04-30 09:51
智通财经APP获悉,4月30日港股市场,北水成交净买入56.37亿港元,其中港股通(沪)成交净买入47.89 亿港元,港股通(深)成交净买入8.48亿港元。 北水净买入最多的个股是盈富基金(02800)、美团-W(03690)、建设银行(00939)。北水净卖出最多的个股 是工商银行(01398)、小鹏汽车-W(09868)、中国移动(00941)。 | 股票名称 | 买入额 | 卖出额 | 买卖总额 | | --- | --- | --- | --- | | | | | 净流入 | | 小米集团-W | 25.53亿 | 27.72亿 | 53.25亿 | | HK 01810 | | | -2.18 Z- | | 阿里巴巴-W | 12.46 亿 | 15.47 乙 | 27.93亿 | | HK 09988 | | | -3.011Z | | 中国银行 | 13.63 乙 | 12.43 亿 | 26.06亿 | | HK 03988 | | | +1.20 乙 | | 美团-W | 14.24 Z | 10.71亿 | 24.95亿 | | HK 03690 | | | +3.53 乙 | | 腾讯控 ...
广州节前土拍热!越秀地产连拿三宗,总价约25.45亿元
Nan Fang Du Shi Bao· 2025-04-30 09:43
Group 1 - Guangzhou's land market experienced a surge in transactions before the May Day holiday, with Yuexiu Property acquiring three plots in Baiyun District for a total price of approximately 2.545 billion yuan [2] - The first plot, located in the Baiyun District, was won by Yuexiu Property after over 20 bidding rounds, with a floor price of 33,623.6 yuan per square meter and a total land price of about 1.415 billion yuan [2] - The second plot, also in Baiyun District, was acquired for approximately 481 million yuan, with a floor price of 13,380 yuan per square meter and a premium rate of 15.61% [3] Group 2 - The third plot was secured by Yuexiu Property for around 649 million yuan, with a floor price of 18,745.34 yuan per square meter, following over 20 rounds of bidding [3] - Since October of the previous year, both new and second-hand home transaction volumes in Guangzhou have shown a continuous year-on-year increase for six months, indicating a stabilization in the market [4] - Yuexiu Property reported a strong performance in Q1, achieving 5.069 billion yuan in equity amount and 6.647 billion yuan in total amount, ranking second in four categories [4] - The company plans to focus on core cities and regions, particularly in first-tier cities and key second-tier provincial capitals, with a land acquisition budget of approximately 30 billion yuan for 2025, maintaining the same level as the previous year [4]
零跑汽车朱江明:今年全年出海要做到5-8万台|车展对话
2 1 Shi Ji Jing Ji Bao Dao· 2025-04-30 09:42
21世纪经济报道记者 易思琳 北京报道 上海车展上,零跑亮相了旗下主攻10-15万元级B系列的第二款车型——零跑B01。 数据显示,2024年,零跑汽车出口了1.37万辆汽车。今年一季度,在海外市场上不仅在批发、零售的层 面增长非常迅速。朱江明说,预计全年实现5万到8万台的海外销量是可以期待的——这一目标比年初公 布的5万辆有所提升,增幅超过50%。其中,欧洲市场是特别重点的市场。 除了欧洲市场,零跑今年在东南亚市场也将进入全阶段。4月中旬,零跑启动马来西亚本地化组装项 目,并计划于2025年年底前启动首款零跑车型C10的本地化生产。本地化生产可以有效的应对目前的关 税问题,避免销量出现过大的波动。 与此同时,零跑也在扩充在欧洲的渠道。根据零跑汽车副总裁曹力介绍,现在零跑网点加起来有1500家 左右,其中海外占500家。 另外,关于本地化的进展问题上,据悉,零跑已经走访了欧洲、东南亚等市场,考察本地化的进展以及 销售情况。目前来说欧洲还在做最终的选址决策阶段,其中,西班牙是零跑重点考虑的一个地方。 曹力透露,"从时间进展来说,我们还是希望速度加快,希望能够在2026年年中做本地化的落地。" 新车延续了零跑今年 ...
百胜中国第一季度调整后营业利润3.99亿美元,调整后每股收益0.77美元。百胜中国美股盘前跌超1%。
快讯· 2025-04-30 09:26
Group 1 - Yum China reported an adjusted operating profit of $399 million for the first quarter [1] - The adjusted earnings per share (EPS) was $0.77 [1] - Yum China's stock fell over 1% in pre-market trading [1]
贝莱德对小鹏汽车(09868.HK)的持仓比例从6.01%降至5.35%。
快讯· 2025-04-30 09:21
Group 1 - BlackRock's stake in XPeng Motors (09868.HK) decreased from 6.01% to 5.35% [1]