融创中国:5月合同销售金额约48亿元
快讯· 2025-06-05 09:44
融创中国公告,2025年5月,本集团实现合同销售金额约人民币48亿元,合同销售面积约15.7万平方 米,合同销售均价约人民币30570元/平方米。截至2025年5月底,本集团累计实现合同销售金额约人民 币160亿元,累计合同销售面积约59.2万平方米,合同销售均价约人民币27030元/平方米。上述销售数 据未经审核。 ...
从“引进”到“创新”,枫叶教育的国际教育本土化突围
中国新闻网· 2025-06-05 09:44
"这个时代教育最大的变化就是人才需求变了,培养目标变了,因此,作为目标培养载体的课程需要随 之改变,课程实施的方式需要改变。"曾有专家如此指出我国国际教育转型发展的关键所在。 面对百年变局加速演进和数智化浪潮不断推进,培养兼具全球视野与本土智慧的国际化人才,已成为当 前的重要课题。如何破解国际教育面临的新挑战?如何以国际课程创新为突破口,打造具有中国特色的 国际教育新范式? 5月28日,由中国教育国际交流协会指导,中国教育国际交流研修学院与枫叶教育集团联合主办,枫叶 教育集团研究中心承办的"首届中国特色高中国际课程发展会议"召开,来自全国各地的教育专家和业界 代表围绕"融中西智慧,创未来范式"主题展开交流分享。 时代之问:国际教育转型的挑战与机遇 "可以说,中国特色国际教育课程发展正迎来新的发展机遇。"枫叶教育创始人、董事长任书良表示。 在枫叶教育集团学术总监杨旸看来,中国国际教育的发展历经第一阶段的"引进"时期,发展到第二阶段 的"融合"时期,目前已开启第三个发展时期,即"融合创新",自主研发,开发出中国标准的国际化课 程。 破局之路:从"引进"到"创新"的课程革新 "在这个AI可能取代标准化技能的时代,孩 ...
百奥赛图-B(02315.HK)RenMab技术平台再获日本专利授权,持续深化RenMice全人抗体╱TCR平台全球专利布局
格隆汇· 2025-06-05 08:41
凭藉持续的自主研发和底层技术创新能力,百奥赛图持续在全球范围内积极进行RenMice®平台专利布 局和关键技术保护。截止目前,RenMice平台已在美国、中国、日本等近10个国家获得专利授权,并在 15个国家和地区将近40项专利申请推进到审查阶段,未来有望陆续获得更多专利授权。百奥赛图全球专 利布局战略的稳步推进,将持续为全球合作夥伴提供坚实的知识产权保障。 RenMice®系列小鼠平台(包括RenMab®、RenLite®、RenNano®、RenTCR-mimic®和RenTCR™)在发现 低免疫原性、高多样性、高亲和力及理化性质优良的全人抗体╱TCR方面的卓越优势,已获得全球顶尖 制药企业和生物技术公司的广泛认可。百奥赛图已与包括德国默克、杨森╱强生、百济神州等在内的约 20家国内外领先企业达成了RenMice平台授权合作。基於RenMice平台的「千鼠万抗」工程,针对上千 潜在药物靶点产生上百万条全人抗体分子,以及高潜力临床前候选抗体分子,截至2024年底百奥赛图已 达成近200个抗体分子的授权╱转让合作,充分证明了RenMice平台的国际竞争力和商业价值。 格隆汇6月5日丨百奥赛图-B(02315. ...
港股中华银科技跌超80%
快讯· 2025-06-05 07:17
Group 1 - The stock of China Silver Technology in Hong Kong has dropped over 80% [1] - The stock had previously surged, increasing fourfold from May 20 to June 4 [1]
明星单品陷成分“罗生门”,巨子生物检测结果再引质疑
21世纪经济报道· 2025-06-05 07:05
Core Viewpoint - The ongoing controversy surrounding Giant Bio's collagen products has raised significant trust issues among investors and consumers, potentially impacting the company's brand reputation and financial performance [1][5]. Group 1: Company Response and Testing Results - Giant Bio has publicly stated that its products have passed regulatory checks and have undergone a three-tier verification system to ensure quality and safety [1][2]. - The company commissioned multiple authoritative testing agencies to conduct qualitative and quantitative analyses of its collagen products, adhering to industry standards [2][3]. - Despite the company's assertions, the testing methods and results have been questioned, particularly regarding the accuracy and consistency of the testing approaches used by different agencies [3][4]. Group 2: Market Impact and Financial Performance - The controversy has led to a decline in Giant Bio's stock price, which fell by 5.63% to HKD 62.9 per share, resulting in a market capitalization of HKD 673.6 billion [1]. - The sales of the company's flagship product, the collagen stick, have been substantial, with over 515 million units sold in three years, contributing significantly to revenue [5][6]. - Financial data indicates that Giant Bio's revenue has increased from CNY 2.375 billion in 2021 to CNY 5.539 billion in 2024, with net profit rising from CNY 1 billion to CNY 2.062 billion during the same period [6]. Group 3: Industry Challenges - The lack of standardized testing methods for recombinant collagen products has led to discrepancies in results from different testing institutions, exacerbating trust issues between brands and consumers [5]. - The ongoing debate over testing methods may serve as a catalyst for the establishment of industry standards, which are currently being developed by regulatory authorities [5].
交银国际:内地房地产现“止跌回稳”迹象,预计全年新房销售额在8万亿至8.5万亿元
快讯· 2025-06-05 06:38
Core Viewpoint - The report from CMB International indicates that the mainland real estate sector is showing signs of stabilization after a decline, with new residential property sales expected to reach between 8 trillion to 8.5 trillion yuan in 2025 [1] Group 1: Mainland Real Estate Market - In the first four months of 2025, the national new residential property sales reached 27,035 billion yuan, with a year-on-year decline narrowing to 3.2% [1] - Despite localized supply-demand imbalances, the residential market is anticipated to stabilize in 2025 [1] - Policy measures may include continued stockpiling, revitalizing existing land, supporting current housing sales, adjusting housing finance policies, and promoting the rental market [1] Group 2: Investment Recommendations - The report prioritizes investment in state-owned developers with low valuations, followed by private sector leaders with land reserves in first and second-tier cities, while other private developers are ranked last [1] Group 3: Hong Kong Real Estate Market - The Hong Kong real estate market faces macroeconomic uncertainties, but key positive factors are emerging, such as population recovery and a significant drop in HIBOR, which are expected to stabilize the residential market [1] - Residential prices in Hong Kong are projected to grow by 3%, 5%, and 5% in the second half of 2025 and through 2027 [1] - The retail sector is under pressure due to changes in local and tourist consumption habits, but the trend of consumption from mainland China is alleviating rental pressures, leading to a moderate overall adjustment [1] Group 4: Office Market Outlook - The office market in Hong Kong is facing limited rebound potential due to high vacancy rates and the completion of new projects, necessitating a cautious outlook [1] Group 5: Preference Ranking in Hong Kong Real Estate - The preferred ranking for the Hong Kong real estate sector is: retail REITs > low-debt residential developers > retail property holders > REITs/developers with high office business exposure, with Link REIT being the top choice [1]
康方生物(09926.HK):HARMONI数据公布 国内外研究HR保持一致
格隆汇· 2025-06-05 06:22
Company Update - The company announced the results of the global multicenter Phase III clinical trial HARMONi for AK112 in 2L EGFRm NSCLC, achieving a PFS HR of 0.52 and an OS HR of 0.79, indicating a successful primary endpoint for PFS and a significant trend in OS benefit [1] - The results from the international HARMONi trial are consistent with the domestic HARMONi-A trial, which reported a PFS HR of 0.46 and an OS HR of 0.80 (52% data maturity) [1] - The HARMONi clinical program enrolled 420 patients, with 38% from Europe and the US, supporting the extrapolation of domestic clinical data to global data [1] Market Context - Currently, no FDA-approved drugs have achieved statistically significant OS in 2L EGFRm NSCLC, with the OS p-value for HARMONi being 0.057 [2] - The lack of statistically significant OS data in the market indicates a substantial unmet clinical need for 2L+ EGFRm NSCLC treatments [2] - AK112 shows promise based on positive PFS and OS data, potentially addressing the needs of 2L+ EGFRm NSCLC patients [2] Financial Forecast and Valuation - The company maintains its profit forecasts for 2025 and 2026 unchanged [2] - The target price is set at HKD 120.0, indicating a 60% upside potential from the current stock price [2]
港股半导体股午后走强 宏光半导体涨超10%
快讯· 2025-06-05 05:43
Group 1 - Semiconductor stocks in Hong Kong strengthened in the afternoon session, with Macro Semiconductor rising over 10% [1] - Hua Hong Semiconductor increased by more than 5% [1] - Jingmen Semiconductor and SMIC both saw gains of over 3% [1] Group 2 - Investors can buy Hong Kong stocks using A-share accounts without the need for the Hong Kong Stock Connect, allowing for T+0 trading [1]
海外科技巨头动向持续验证AI叙事,国内科网龙头优化AI战略布局
每日经济新闻· 2025-06-05 05:16
Group 1 - Major overseas tech companies like Microsoft, Google, Meta, Amazon, and Apple have released their Q1 2025 financial reports, highlighting strong capital expenditure (Capex) in the AI sector despite macroeconomic challenges and rising hardware costs [1] - Tencent plans to reshape its AI strategy with an expected capital expenditure of around 100 billion yuan in 2025, based on a projected revenue and a low double-digit percentage of Capex [1] - Alibaba's cloud division, Alibaba Cloud, announced a 7 billion yuan investment over the next three years to build an international localized ecosystem, including the establishment of six overseas service centers [1] Group 2 - The Hang Seng Internet ETF (513330) supports T+0 trading and focuses on the internet platform economy, including major companies like Alibaba, JD.com, Tencent, Meituan, Kuaishou, and Baidu, with an AI content of 97% and DeepSeek content of 86% [2]
宜宾银行 委任行长!
中国基金报· 2025-06-05 04:54
Group 1 - The core point of the news is the appointment of Jiang Lin as the new president of Yibin Bank, pending approval from the national financial regulatory authority [2][3] - Jiang Lin, aged 46, holds a PhD in economics from Sichuan University and has extensive experience in the financial sector, including significant roles at Wuliangye Group [2] - Jiang Lin's appointment follows the resignation of the previous president, Yang Xingwang, who stepped down for personal health reasons just three months after the bank's IPO on the Hong Kong Stock Exchange [5] Group 2 - Yibin Bank's total assets reached 109.205 billion yuan by the end of 2024, marking a year-on-year increase of 16.9% [5] - The bank reported an operating income of 2.180 billion yuan, reflecting a slight year-on-year growth of 0.5%, and a net profit of 477 million yuan, which is a 0.1% increase compared to the previous year [5]