（文章来源：每日经济新闻） 每经AI快讯，歌礼制药-B(01672.HK)涨超4%，截至发稿涨4.25%，报14.23港元，成交额2682.71万港 元。 ...

Core Viewpoint - The stock of Gilead Sciences-B (01672) has risen over 4%, currently trading at 14.23 HKD, with a transaction volume of 26.83 million HKD, following the acceptance of its new drug application for Denifanstat by the CDE [1] Company Developments - Gilead's new drug Denifanstat (ASC40) is a potential first-in-class oral fatty acid synthase (FASN) inhibitor, aimed at treating moderate to severe acne [1] - The drug was originally developed by Sagimet Biosciences, and Gilead holds exclusive rights for it in Greater China [1] Market Positioning - According to Industrial Securities, Gilead is focusing on the weight loss metabolic field, addressing core pain points with a deep pipeline layout [1] - The company is expected to maintain a differentiated competitive advantage in the weight loss sector, especially with the potential readout of phase II data for small molecule GLP-1R agonists and further progress in the THRβ pipeline [1] - The acne treatment drug ASC40 is anticipated to gradually contribute to the company's revenue [1]

Core Viewpoint - Gilead Sciences-B (01672) shares rose over 4%, reaching HKD 14.23 with a trading volume of HKD 26.8271 million following the acceptance of its new drug application for Denifanstat, a potential treatment for moderate to severe acne [1] Group 1: Company Developments - On December 4, the CDE website indicated that Gilead's application for the first-class new drug Denifanstat has been accepted, targeting moderate to severe acne treatment [1] - Denifanstat (ASC40) is a potential first-in-class oral fatty acid synthase (FASN) inhibitor, originally developed by Sagimet Biosciences, with Gilead holding exclusive rights in Greater China [1] Group 2: Market Position and Future Prospects - Industrial Securities previously noted that Gilead is continuously investing in the weight loss metabolism sector, focusing on core pain points in the weight loss pipeline [1] - With the potential readout of phase II data for small molecule GLP-1R agonists and further progress in the THRβ pipeline, the company is expected to maintain a differentiated competitive advantage in the weight loss field [1] - The acne treatment drug ASC40 is also anticipated to gradually contribute to the company's revenue [1]

Core Viewpoint - The stock of Gilead Sciences-B (01672) has risen over 4%, currently trading at 14.23 HKD, with a transaction volume of 26.83 million HKD, following the acceptance of its new drug application for Denifanstat by the CDE [1] Group 1: Drug Development - Gilead's new drug Denifanstat, a potential first-in-class oral FASN inhibitor, is aimed at treating moderate to severe acne [1] - The drug was initially developed by Sagimet Biosciences, and Gilead holds exclusive rights in Greater China [1] Group 2: Market Position and Strategy - According to Industrial Securities, Gilead is continuously investing in the weight loss metabolism sector, focusing on core pain points in the weight loss market [1] - The company is expected to maintain a differentiated competitive advantage in the weight loss field with the potential readout of phase II data for small molecule GLP-1R agonists and further progress in the THRβ pipeline [1] - The acne treatment drug ASC40 is also anticipated to gradually contribute to the company's revenue [1]

Group 1: Economic Indicators - The number of initial jobless claims in the U.S. dropped to 191,000, significantly lower than economists' expectations of 220,000, marking the lowest level in over three years [2][11] - The U.S. non-farm payrolls are expected to decrease by 9,000 in November, with the previous month's data revised from a decrease of 9,100 to a decrease of 15,500 [11] - The European Central Bank is expected to announce a GDP year-on-year revision for Q3, with a market expectation of 1.4% [15] Group 2: Market Performance - The U.S. stock market showed mixed results, with the Dow Jones down 0.07%, the S&P 500 up 0.1%, and the Nasdaq up 0.2% [3] - The Hong Kong Hang Seng Index closed up 0.68% at 25,935.90 points, with the Hang Seng Tech Index rising 1.45% [4] - The A-share market saw the Shanghai Composite Index down 0.06%, while the Shenzhen Component Index rose 0.40% and the ChiNext Index increased by 1.01% [5] Group 3: Commodity Prices - Spot gold closed at $4,208.48 per ounce, up 0.15%, while spot silver fell 2.33% to $57.11 per ounce [6] - WTI crude oil rose by 1.08% to $59.74 per barrel, and Brent crude oil increased by 0.91% to $63.32 per barrel [6] Group 4: Corporate Developments - Oracle's stock rose by 3%, while Intel's shares fell by 7.4%, and Nvidia's shares increased by 2% [3] - In Hong Kong, Aoda Holdings surged by 370.87% after resuming trading, while other notable gainers included Gilead Sciences and Semiconductor Manufacturing International Corporation [4]

歌礼制药-B回购明细 | 日期 | 回购股数（万股） | 回购最高价（港元） | 回购最低价（港元） | 回购金额（万港元） | | --- | --- | --- | --- | --- | | 2025.12.04 | 162.00 | 13.230 | 12.330 | 2093.89 | | 2025.12.03 | 130.60 | 12.480 | 11.680 | 1592.75 | | 2025.11.05 | 10.00 | 9.320 | 9.100 | 92.40 | | 2025.10.31 | 20.00 | 9.730 | 9.370 | 193.27 | | 2025.10.28 | 10.00 | 9.310 | 9.140 | 91.89 | | 2025.10.27 | 10.00 | 9.730 | 9.580 | 97.00 | | 2025.10.23 | 20.00 | 9.200 | 8.860 | 180.30 | | 2025.10.22 | 10.00 | 9.340 | 9.220 | 92.65 | | 2025.10.17 | 10.00 | 9.31 ...

Macro Dynamics - The People's Bank of China will conduct a 10,000 billion yuan reverse repurchase operation on December 5, 2025, to maintain ample liquidity in the banking system, with a term of 3 months (91 days) [2] Bilateral Investment - The Chinese Ministry of Commerce and the French Ministry of Economy, Finance, and Industrial and Digital Sovereignty signed a memorandum to strengthen bilateral investment, encouraging enterprises from both countries to increase mutual investments and ensure a fair and predictable business environment [3] Automotive Industry - The "14th Five-Year Plan" emphasizes qualitative improvement, with domestic automobile sales expected to exceed 35 million units during this period, and the penetration rate of new energy vehicles projected to surpass 70% [4][5] Unicorn Enterprises - In the 2025 Global Unicorn Enterprises 500 list, China maintains its leading position with 150 companies, contributing significantly to the overall valuation of 39.14 trillion yuan, which has increased by over 30% compared to 2024 [6] Space Exploration - The Shenzhou 21 astronaut crew is set to conduct their first extravehicular activity soon, having completed various tasks since their arrival at the space station on November 1, 2025 [7] Financial Regulations - The U.S. SEC has postponed the deadline for hedge funds and large investors to comply with short-selling and related stock lending disclosure regulations to January 2, 2028, and September 28, 2028, respectively [8] A-Share Market Outlook - UBS Securities analyst Meng Lei forecasts that A-share earnings growth may rise to 8% in 2026, driven by improved nominal GDP growth, narrowing PPI declines, and supportive policies [9] Market Data - On December 4, the market rebounded, with the ChiNext Index rising over 1%, while the total trading volume in the Shanghai and Shenzhen markets was 1.55 trillion yuan, a decrease of 121 billion yuan from the previous trading day [11] Financing Trends - As of December 3, the financing balance in the two markets decreased by 3.685 billion yuan, with the Shanghai Stock Exchange reporting 1.24699 trillion yuan and the Shenzhen Stock Exchange reporting 1.210675 trillion yuan [12] Hong Kong Market Performance - On December 4, the Hang Seng Index rose by 0.68%, with the Hang Seng Tech Index increasing by 1.45%, led by gains in the innovative drug and robotics sectors [13] Company Developments - CATL aims to achieve ocean-going capabilities for pure electric vessels within three years, currently holding a 40% global market share in providing power solutions for various types of vessels [14] - Country Garden's debt restructuring plan for nine bonds totaling over 13.858 billion yuan has been approved by creditors [15] - Nezha Auto is recruiting impact bond investors, planning to raise up to 100 million yuan through this initiative [16][17]

Core Viewpoint - The company, Gilead Sciences-B (01672), announced a share buyback plan, indicating confidence in its financial position and future prospects [1] Group 1 - The company will repurchase 1.62 million shares [1] - The total expenditure for the buyback is HKD 20.9389 million [1] - The buyback price range is set between HKD 12.33 and HKD 13.23 per share [1]

智通财经APP讯，歌礼制药-B(01672)发布公告，于2025年12月4日该公司斥资2093.89万港元回购162万 股，回购价格为每股12.33-13.23港元。 ...

表格類別： 股票 狀態： 新提交 公司名稱： 歌禮製藥有限公司 呈交日期： 2025年12月4日 如上市發行人的已發行股份或庫存股份出現變動而須根據《香港聯合交易所有限公司（「香港聯交所」）證券上市規則》(「《主板上市規則》」)第13.25A條 / 《香港聯合交易所有限公司GEM證券 上市規則》(「《GEM上市規則》」)第17.27A條作出披露，必須填妥第一章節 。 | 第一章節 | | | | | | | | --- | --- | --- | --- | --- | --- | --- | | 1. 股份分類 | 普通股 | 股份類別 | 不適用 | 於香港聯交所上市 | 是 | | | 證券代號 (如上市) | 01672 | 說明 | | | | | | A. 已發行股份或庫存股份變動 | | | | | | | | | | | 已發行股份（不包括庫存股份）變動 | 庫存股份變動 | | | | | 事件 | 已發行股份（不包括庫存股份）數 目 | 佔有關事件前的現有已發 行股份（不包括庫存股 份）數目百分比 (註3) | 庫存股份數目 | 每股發行/出售價 (註4) | 已發行股份總數 | | 於下 ...