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外交部回应香港回归祖国28周年:香港前景广阔未来可期
news flash· 2025-07-01 07:17
智通财经7月1日电,今天,外交部举行例行记者会。外交部发言人毛宁表示,今天是香港回归祖国28周 年的喜庆日子,我们相信有祖国的坚定支持,有一国两制方针的坚实保障,有特区政府的担当作为,有 社会各界的共同努力,香港前景广阔,未来可期。 外交部回应香港回归祖国28周年:香港前景广阔未来可期 ...
创新药再收政策“大红包”!概念股闻风起舞掀涨停潮
Ge Long Hui· 2025-07-01 07:17
| 代码 名称 | 现价 涨跌 涨幅� | | --- | --- | | 688221 前沿生物-U | 12.05 +2.01 +20.02% | | 688136 科兴制药 | 44.19 +5.97 +15.62% | | 688658 悦康药业 | 22.00 +2.96 +15.55% | | 300204 舒泰神 | 43.00 +5.72 +15.34% | | 300723 - 品红 | 57.50 +7.38 +14.72% | | 688331 荣昌生物 | 68.39 +7.89 +13.04% | | 688068 热骨生物 | 156.40 +16.26 +11.60% | | 688321 微芯生物 | 26.50 +2.72 +11.44% | | 832982 锦波生物 | 395.00 +39.04 +10.97% | | 002424 贵州百灵 | 5.70 +0.52 +10.04% | | 603716 寒力医疗 | 15.84 +1.44 +10.00% | | 002940 昂利康 | 40.82 +3.71 +10.00% | | 002581 未名医药 | 9 ...
镁佳股份报考港股上市,2022年及2023年大客户德赛西威被终止合作
Sou Hu Cai Jing· 2025-07-01 07:17
撰稿|张君 来源|贝多财经 6月30日,镁佳股份有限公司(Megatronix Inc.,下称"镁佳股份"或"镁佳")递交招股书,准备在港交所主板上市,中金公司、花旗、德意志银行为其联席保 荐人。 其中,庄莉为镁佳股份创始人、执行董事、董事长兼首席执行官(CEO),陶忆阳为该公司执行董事、首席财务官(CFO)、李思维为执行董事、首席技术 官。 成立至今,镁佳股份获得了多轮融资,包括2018年的600万美元种子轮、2019年的2100万美元A轮、2020年的4000万美元B轮、2021年的1.05亿美元C轮、 2022年的2800万美元D轮以及2024年的约3069万美元D+轮融资。 | | 種子輪融资 | A輪融資 | B輪融资 | C輪融資 | D輪融资 | D+ | | --- | --- | --- | --- | --- | --- | --- | | 認購股份數目 | 20,000,000股 | 23,463,687股 | 29,795,158股 | 40.844.195 股 | 9.033,774股 | 9.6 | | | 種子輸 | A 前 | B輸 | C輸 | D 前 | | | | 優先股 ...
摩尔线程、沐曦闯科创板上市:合计拟募资119亿元,用投入换未来
Sou Hu Cai Jing· 2025-07-01 07:17
来源|贝多财经 6月30日,被称为"中国版英伟达"的摩尔线程智能科技(北京)股份有限公司(下称"摩尔线程")递交招股书,包括在上海证券交易所科创板上市。本次报 考上市,摩尔线程计划募资80亿元。 撰稿|多客 据招股书介绍,摩尔线程主要从事GPU及相关产品的研发、设计和销售。除了摩尔线程之外,另一家GPU芯片设计企业——沐曦集成电路(上海)股份有限 公司(下称"沐曦股份"或"沐曦")亦于6月30日递交招股书,同样报考在科创板上市。 本次报考上市,沐曦股份计划募资39.04亿元,将用于新型高性能通用GPU研发及产业化项目、新一代人工智能推理GPU研发及产业化项目、面向前沿领域 及新兴应用场景的高性能GPU技术研发项目。 | 序号 | 项目名称 | 投资总额 | 拟使用募集资金 投入金额 | 备案情况 | | --- | --- | --- | --- | --- | | 1 | 新型高性能通用 GPU 研发及产业 化项目 | 340.992.38 | 245.919.76 | 己备案 | | 1.1 | 其中:第二代高性能通用 GPU | 136.977.30 | 84.101.70 | | | 1.2 | 第三 ...
Bitget 上线 NodeOps (NODE) 现货交易
Globenewswire· 2025-07-01 07:16
维多利亚,塞舌尔, July 01, 2025 (GLOBE NEWSWIRE) -- 全球领先的加密货币交易所和 Web3 企业 Bitget 宣布在创新、AI 和 DePIN 专区 (Innovation, AI, and DePIN Zone) 上线 NodeOps (NODE),并开放现货交易。 NodeOps 是一个 DePIN 基础设施平台。 NODE/USDT 交易对将于 2025 年 6 月 30 日 10:00 (UTC) 正式开盘,提现功能将于 2025 年 7 月 1 日 11:00 (UTC) 开放。 NodeOps 正在构建一套全栈解决方案,致力于让去中心化计算变得简单、可靠且易于大规模使用。 它的架构分为两层:第一层是 NodeOps Network 基础协议,用于协调去中心化实体基础设施 (DePIN);第二层是一套面向用户的产品组合,包括 NodeOps Cloud、控制台 (Console)、代理终端 (Agent Terminal)、质押中心 (Staking Hub) 和安全中心 (Security Hub),用于简化部署和管理流程。 整个生态系统的核心是 NODE 代 ...
重新理解消费者:五大行为变革背后的市场真相
Jing Ji Guan Cha Bao· 2025-07-01 07:15
(原标题:重新理解消费者:五大行为变革背后的市场真相) 2025年进入下半程,宏观的不确定性仍未退去,全球经济在通胀、地缘政治、AI颠覆性技术浪潮的多 重作用下持续震荡。而在消费者侧,一场"持续变异"的结构性转折正在悄然展开。 麦肯锡最新发布的《2025全球消费者趋势》报告指出:疫情时代所催生的应激性消费行为,已经演化为 一种稳定常态。旧有的消费者行为预测框架已不适用,新常态下的消费者不再可预测,而是需要被实 时"感知"与重塑理解。 报告通过覆盖全球18个国家的2.5万名消费者样本,提炼出五大持续性行为变革。结合当前市场趋势与 中国本土背景,我们可以看到,这五股行为变革不仅是对疫情的延续,更是对当代商业逻辑的系统性挑 战。 01. 独处和在线:从"社交退潮"到"自我消费时代" 麦肯锡指出,相较2019年,美国人平均每周多出3小时自由时间,但其中近90%花在了独处的在线行为 上:刷手机、独自健身、看剧、购物、打游戏……线下文化活动和面对面社交正在边缘化。 这种变化,在中国更为复杂。一方面,消费者仍然重视家庭与社交关系,另一方面,"悦己"型消费迅速 崛起:兴趣班、护肤仪、美容项目、宅家娱乐正成为消费结构中的主力板 ...
Disclosure of major shareholder announcement
Globenewswire· 2025-07-01 07:14
Group 1 - Augustinus Fonden, through its subsidiaries, owns 3,269,180 shares in Tivoli A/S, representing 57.19% of the total share capital and voting rights [1] - C.W. Obel A/S has reduced its shareholding to below 5% of the total share capital and voting rights in Tivoli A/S [2]
ESG热搜榜丨今年气温又“爆表”;20余项低碳技术亮相
Group 1: ESG Disclosure and Policy Developments - The Ministry of Finance has released ESG disclosure application guidelines, emphasizing the "dual importance" of ESG disclosures [1] - The Ministry of Ecology and Environment has introduced new standards to address climate change, with China's installed capacity of wind and solar surpassing that of thermal power [1] - 22 securities firms have fully disclosed their ESG reports, indicating a growing trend in ESG practices among companies [1] Group 2: Low-Carbon Technologies and Initiatives - Over 20 low-carbon technologies were showcased during the National Low Carbon Day event, including ozone catalytic decomposition materials and low-cost green transformation technologies for traditional water-cooled data centers [2] - The National Key Promotion of Low-Carbon Technologies Directory (fifth batch) highlights significant carbon reduction effects of these technologies [2] Group 3: Climate Change Projections - The China Meteorological Administration predicts that 2025 is likely to be one of the three warmest years on record, with a possibility of exceeding the global average temperature record set in 2024 [3] - The National Climate Center will enhance global climate system monitoring to provide timely and accurate information for addressing climate change [3] Group 4: ESG Reporting in Transportation Sector - The ESG report for the transportation sector reveals a 64% disclosure rate among 244 sample companies, up from 55.73% in 2023 [4] - 90% of the companies rated in the report achieved BB rating or above, indicating improved ESG performance [4] - The report suggests that while many companies have established basic risk identification mechanisms, their ability to recognize and capitalize on opportunities in green finance and intelligent transformation remains weak [4] Group 5: Textile Industry Climate Goals - The China National Textile and Apparel Council reports that 90% of textile companies have set climate goals, up from 83% two years ago [5] - 67% of companies have processes to identify, assess, and respond to climate risks and opportunities, while 51% are engaged in value chain carbon reduction [5] - Challenges remain for small and medium enterprises in carbon reduction capabilities and renewable energy adoption due to high costs and insufficient standards for carbon footprint accounting [5] Group 6: ESG Investment Performance - As of June 26, nearly all 40 ESG-themed funds have achieved positive returns this year, with an average return of 13.38% over the past year [6] - The average return over the past two years for these funds is 6.5%, indicating strong performance in a volatile market [6] - Active ESG funds have outperformed passive ones, although passive products are more numerous [7]
Arcturus Therapeutics (ARCT) Earnings Call Presentation
2025-07-01 07:08
ARCT-810 Overview - Arcturus is a commercial mRNA medicines company with a pipeline of multiple therapeutic candidates in advanced clinical trial development[7] - ARCT-810 aims to restore OTC enzyme function, potentially preventing neurological damage and the need for liver transplantation in Ornithine Transcarbamylase (OTC) Deficiency patients[9] - ARCT-810 has received Orphan Drug Designation (FDA), Orphan Medicinal Product Designation (EMA), Fast Track Designation (FDA), and Rare Pediatric Disease Designation (FDA)[14, 15, 16, 17] Clinical Trial Results - European Phase 2 study (N = 8; 6 ARCT-810 / 2 placebo) is completed, and the U S Phase 2 study (N = 3 completed to date) is ongoing[20] - Combined analysis of both Phase 2 studies showed mean glutamine levels decreased significantly (N = 8, p-value = 0 0055)[25] - In the Phase 2 Open-label U S Study, mean glutamine levels decreased significantly (N = 3, p-value = 0 004), with all subjects achieving normal levels after three administrations[28] - Interim Phase 2 data from the U S Open Label Study (N = 3) showed a mean RUF (relative ureagenesis function) increase of +14 7% from baseline to 28 days post-fifth dose, from 29 0% (SD 9 1%) to 43 7% (SD 21 7%), which is statistically significant (p-value = 0 026)[31] Safety and Tolerability - ARCT-810 was generally safe and well-tolerated in Phase 2 studies at all tested dose levels, comprising 40 participants to date, including 20 OTC deficient participants[34, 35] KOL Insights - Glutamine rises earlier than ammonia in OTC deficiency and has lower variability, making it a reliable indicator of urea cycle stress[47] - 15N-Ureagenesis assay directly reflects cycle function, providing a clear readout of therapeutic efficacy[47]
Aclaris Therapeutics(ACRS) - 2025 FY - Earnings Call Presentation
2025-07-01 07:07
Clinical Assets & Pipeline - Bosakitug (ATI-045) is a uniquely potent monoclonal antibody targeting TSLP, currently in a two-arm placebo-controlled Phase 2 trial initiated in Q2 2025 [6] - ATI-052, a bispecific antibody targeting both TSLP and IL-4R, has initiated a Phase 1a/1b SAD/MAD program in Q2 2025 [6] - ATI-2138, a potent and selective oral inhibitor of ITK/JAK3, expects top-line results from a Phase 2a OL trial in July 2025 [6] - The company is conducting discovery/preclinical evaluation for novel ITK inhibitors and BsAbs, with new INDs expected to start in 2026 [6] - Aclaris expects Phase 2a top-line results for ATI-2138 in Atopic Dermatitis in July 2025 [8, 11] Financial Position - Aclaris has a strong balance sheet and is expected to fund operations through the first half of 2028 [6] - The company anticipates opportunities for additional non-dilutive financing and development partners [6] - As of Q1 2025, Aclaris has $1905 million in cash, cash equivalents, and marketable securities [86] Bosakitug (ATI-045) Data - Bosakitug is reported to be >60x more potent than Tezepelumab in hPBMC CCL17 Inhibition [17] - Phase 2a trial data showed that 94% of patients achieved EASI 75 at Week 26 [37] - Phase 2a trial data showed that 65% of patients achieved EASI 90 at Week 26 [37] - Phase 2a trial data showed that 24% of patients achieved EASI 100 at Week 26 [37] - Phase 2a trial data showed that 88% of patients achieved IGA 0/1 at Week 26 [37] ATI-052 Data - ATI-052 is reported to be 3-5x more potent than the combination of Tezepelumab + Dupilumab on CCL17 release [54]