CBT-001由Cloudbreak Pharma Inc.开发，是已上市治疗肺纤维化药物OFEV的主要成分尼达尼布的创新 改良产品，对新生血管生成和组织纤维化均有抑制作用。此前已在美国完成II期临床试验，安全性高， 具有临床疗效，可抑制翼状胬肉生长并控制病情进展。可用于翼状胬肉轻中重度各阶段，及手术后防止 复发。 中国加入CBT-001的国际多中心III期临床试验后，已于2024年3月实现中国III期临床研究首例患者入 组。集团拥有CBT-001在中国内地、中国香港特别行政区、中国澳门特别行政区、及中国台湾省的独家 生产(含技术转移)及商业化权利，授权范围涵盖CBT-001的在研适应症，即预防翼状胬肉生长及减少结 膜充血。 远大医药(00512)涨超3%，截至发稿，涨3.02%，报8.89港元，成交额1.24亿港元。 消息面上，远大医药发布公告，集团用于治疗翼状胬肉的全球创新眼科药物CBT-001(GPN00153)开展的 国际多中心III期临床试验，近日完成了全球中心全部患者入组。该研究是一项随机、双盲、安慰剂平行 对照的III期临床试验，拟入组660例12周岁及以上的翼状胬肉伴结膜充血患者，旨在评估CB ...

Core Viewpoint - The Hang Seng Tech Index has seen an increase of 3%, indicating a positive trend in the technology sector [1] Company Performance - Kingdee International has experienced a rise of over 8%, reflecting strong investor interest and potential growth [1] - Tencent Music and Kuaishou both recorded gains of over 6%, suggesting robust performance and market confidence in these companies [1]

Group 1 - The Hang Seng Technology Index saw an increase of 2%, with notable gains from Kingdee International (over 6%), Meituan, and JD.com (over 4%), driven by a broad rally in tech stocks and improved liquidity [1] - The current rally in Hong Kong stocks is attributed to the accelerated transformation of industries represented by AI, with China's AI technology now ranking among the global leaders following the full open-sourcing of the DeepSeek model [1] - Major internet companies in Hong Kong are experiencing strong growth in capital expenditures and cloud business revenues, indicating that AI is becoming a core driver of cloud growth [1] Group 2 - In terms of capital expenditures, Alibaba and Tencent are projected to see significant year-on-year increases of 197% and 221% respectively in 2024, with strong growth momentum continuing into Q1 2025 [2] - Alibaba announced plans to invest over 380 billion yuan in cloud and AI infrastructure over the next three years, while Tencent expects its capital expenditures to approach 100 billion yuan by 2025 [2] - Alibaba Cloud reported an 18% year-on-year revenue growth for Q1 2025, while Baidu's smart cloud business achieved a remarkable 42% year-on-year growth, indicating a notable acceleration in cloud business growth [2]

港股新消费概念股盘中持续走强，布鲁可(00325.HK)涨超16%，蜜雪集团(02097.HK)涨超8%，古茗 (01364.HK)涨近4.5%，锅圈(02517.HK)、茶百道(02555.HK)涨超3.5%，泡泡玛特(09992.HK)涨1.8%。 ...

港股新消费概念股盘中持续走强， 布鲁可涨超16%， 蜜雪集团涨超8%， 古茗涨近5%， 锅圈、 茶百道 涨超3%， 泡泡玛特涨近2%。 ...

Core Insights - The article discusses the evolution of the domestic new energy vehicle (NEV) market, highlighting a shift from policy-driven to consumer-driven growth, with penetration rates increasing rapidly between 10% and 50% [1] - The emergence of intelligent driving (智驾) is seen as a new opportunity for market restructuring, with expectations for significant advancements in technology and cost reduction by 2025 [1] - Companies with strong core technologies and cost control are expected to capture higher market shares, with XPeng Motors identified as a potential leader in the intelligent driving wave [1] Group 1: Industry Trends - The NEV market is transitioning towards consumer-driven demand, with significant growth in penetration rates [1] - Intelligent driving technology is anticipated to enhance user experience and reduce costs, leading to increased market share for companies excelling in these areas [1] - 2025 is projected to be a pivotal year for the increase in intelligent driving penetration [1] Group 2: Company Strategy - XPeng Motors is launching a new product strategy over the next three years, with a focus on a diverse product matrix to cover all categories of intelligent mobility [2] - The company plans to initiate a product iteration cycle starting in Q3 2024, with several strategic models expected to launch in 2025 [2] - XPeng's AI-driven intelligent driving capabilities and improved vehicle lineup are expected to significantly boost sales and profitability [2] Group 3: Financial Projections - The company is projected to achieve revenues of 99.1 billion yuan in 2025, with a price-to-sales ratio of 1.4X [2] - The combination of scale enhancement, cost reduction from platform and technology, and expansion of software profitability models is expected to provide substantial financial flexibility [2] - The ongoing advancements in AI and intelligent driving are seen as key components in establishing a competitive edge in the automotive industry [2]

智通财经APP获悉，海通国际发布研报称，予阿里健康(00241)"优于大市"评级，目标价5.42港元。阿里 健康受益于线上渗透率提升、线上个账医保逐步接通、处方外流等因素，公司业务规模稳步增长。该行 预测其FY26-FY27收入334.2亿元、361.4亿元，分别同比增长9.2%、8.1%(前值FY26收入为328.0亿元， 小幅上调主要系FY3/25收入增长略超市场预期)。该行预测其FY26-FY27经调整净利润为23.2亿元、26.4 亿元，分别同比增长18.8%、13.7%(前值FY26为19.8亿元，小幅上调原因同前，同时考虑到公司履约费 率持续优化，销售费用投放相对稳健和保守)。 建议关注公司海外保健品、药品类目策略的进展，医疗大模型应用侧布局、以及AI对经营成本的节 降。该行认为FY3/25公司在降本增效、扩品类、加强自营方面成果突出，根据业绩公告，公司GMV、 ARPU、AAU均增长，SKU大幅增长91%至1.33亿，平台能力稳步提升。 海通国际主要观点如下： 事件：公司发布截至2025年3月31日的年度业绩公告点评 收入稳健增长，利润率显著提升。FY3/25公司实现收入306.0亿元(+13. ...

港股新消费概念股竞价活跃，泡泡玛特(09992.HK)涨超2.6%，蜜雪集团(02097.HK)、布鲁可 (00325.HK)均涨超2%，茶百道(02555.HK)涨超1.8%。 ...

| 代码 | 简称 | 回购股数 | 回购金额（万 | 回购最高价 | 回购最低价 | 年内累计回购金额 | | --- | --- | --- | --- | --- | --- | --- | | | | （万股） | 港元） | （港元） | （港元） | （万港元） | | 00700 | 腾讯控股 | 97.50 | 50084.93 | 516.500 | 511.500 | 2853315.68 | | 01299 | 友邦保险 | 300.00 | 20382.49 | 69.000 | 67.150 | 1206539.55 | | 00670 | 中国东方航 空股份 | 220.00 | 648.42 | 2.970 | 2.920 | 49816.45 | | 01519 | 极兔速递-W | 92.00 | 626.52 | 6.870 | 6.730 | 25362.34 | | 09987 | 百胜中国 | 1.39 | 467.34 | 339.400 | 335.200 | 70033.89 | | 01907 | 中国旭阳集 团 | 165.00 | 412.92 | 2.5 ...

牧原股份（002714.SZ）创始人秦英林 身家为163亿美元。 昨天（6月8日）上午， 王宁已取代秦英林， 根据福布斯实时富豪榜， 成为河南新首富。 泡泡玛特（09992.HK）创始人王宁 | | Wang Ning & | $20.3 B | | --- | --- | --- | | 104 | family | 1 $0M 0.00% | | | Toys | | | 147 | Qin Yinglin | $16.3 B | | | Pig breeding | 4 $0M 0.00% | 截图自福布斯实时富豪榜 据了解，泡泡玛特创始人、执行董事长兼CEO王宁，1987年出生于河南新乡，2009年毕业于郑州西亚斯 学院广告专业，2010年创立泡泡玛特。 目前身家为203亿美元， 河南首富换人 王宁取代牧原的秦英林夫妇 此前，河南首富为牧原股份的秦英林、钱瑛夫妇。据胡润百富今年3月发布的《2025胡润全球富豪 榜》，秦英林、钱瑛夫妇以1300亿元财富蝉联河南首富。 近期，Labubu火遍全球，泡泡玛特股价也持续上涨。 截至6月6日收盘，泡泡玛特股价报244.8港元/股，总市值3287.52亿港元。今年 ...