一、行情回顾 市场全天震荡反弹，创业板指领涨。算力硬件股再度大涨，PCB等方向领涨，中京电子、博敏电子、金安国纪等涨停。创新药概念延续强势，塞力医疗、未 名医药、神州细胞等十余股封板。固态电池板块午后拉升，大东南、洪田股份、中一科技涨停。下跌方面，海洋经济概念股展开调整，克莱特跌超10%。个 股涨多跌少，沪深京三市近3300股飘红，今日成交1.33万亿。 二、当日热点 1.PCB板 PCB板今日大涨，中京电子再度涨停，博敏电子、金安国纪等多股涨停。胜宏科技大涨6%，再创历史新高。 | 股票名称 | | 最新价 ◆ | 涨跌幅 = | 涨停时间 ◆ | 换手率 = | 流通市值⇒ | | | --- | --- | --- | --- | --- | --- | --- | --- | | 中京电子 | 12天7板 | 15.60 | +10.01% | 13:53:33 | 38.49% | 90.72亿 | 公司主 | | 002579.SZ | | | | | | | 形机器 | | | | | | | | | 1、公 开拓国 | | 博敏电子 | 3天2板 | 10.41 | +10.04% | 09: ...

Core Perspective - The article discusses the "Shenzhen Urban Circle Ecological Environment Protection Plan (2025-2030)", aiming to achieve an ecological win-win vision of "1+1+1>3" through collaborative environmental governance among Shenzhen, Dongguan, and Huizhou [1][2]. Group 1: Strategic Goals - The plan outlines three strategic positions: to create a model for collaborative governance in the Pearl River Basin, a demonstration of beautiful urban circle construction, and a benchmark for green development in global city clusters [1]. - It emphasizes the need for coordinated cooperation among the three cities due to their geographical and hydrological connections [1]. Group 2: Institutional Framework - The plan establishes a unified cross-regional ecological environment planning management system, breaking traditional administrative barriers and promoting integrated institutional innovation [2]. - It aims to enhance systemic, holistic, and collaborative improvements in ecological environment governance within the urban circle [2]. Group 3: Key Initiatives and Targets - The plan includes 30 key tasks across seven important areas, with 42 key projects proposed to support high-quality development and green low-carbon initiatives [3]. - It sets 18 indicators with specific target values for 2025 and 2030, focusing on collaborative ecological safety and health [2][3]. Group 4: Implementation and Future Plans - Shenzhen will lead the development of supporting implementation plans and establish a dynamic tracking mechanism to ensure the successful execution of the plan [4]. - The plan is expected to serve as a roadmap for ecological cooperation and governance in the Guangdong-Hong Kong-Macao Greater Bay Area, with a comprehensive action plan set for 2024 [4].

南方报业传媒集团（南方日报社）全面启动系统性变革。围绕社会热点、产经重点、国际爆点、文旅视 点和民生关注点，南方报业将重点打造20个新媒体IP，"南都即时"位列其中。 "南都即时"系荣获广东新闻奖一等奖的新媒体品牌栏目，并曾有作品荣获中国新闻奖等多个省部级奖 项，由南方都市报深度调查部运营。"南都即时"以"快"为特色，围绕各类突发事件、社会热点，持续推 出动态、视频、特稿、专题、调查、快评等融媒体产品。 变革不止，创新不停！"南都即时"正通过升级原创新闻产品矩阵，力争通过提供事实增量、强化价值输 出、塑造南都议题，追求舆论场上的独家快讯"首发"、新闻延展"首追"、深度调查"首推"、对外传 播"首见"。 独家快讯"首发" 强化独家新闻采写，持续提供事实增量。南都即时以"快"为核心竞争力，多年来持续从报道热点事件出 发，赢得海内外舆论场首发先机，目前已发稿超46700篇，全渠道分发流量已突破145亿。例如，今年5 月，哈佛大学被禁止招收国际学生持续引发全球关注，南都即时快速跟进，独家采访获得哈佛大学回 应："美国国土安全部相关行为堪称任意武断的行为典范"，抨击美国政府政策混乱，发出独特声音。 建构南都特色话题，理 ...

欣强电子的主营业务是印制电路板的研发、生产和销售。公司印制电路板产品定位于中高端市场，以八层及以上高端PCB为主， 产品均价超过2,000元/ 平方米，处于行业第一梯队。 据招股书，2022年-2024年，欣强电子实现营收分别为8.69亿元、10亿元、9.99亿元；归母净利润分别为8498.39万元、1.32亿元、1.68亿元。 瑞财经 吴文婷 近日，欣强电子（清远）股份有限公司（以下简称"欣强电子"）创业板IPO申请获受理，保荐机构为民生证券股份有限公司，保荐代表人 为曾文强、帖晓东，会计师事务所为普华永道中天会计师事务所（特殊普通合伙）。 | 项目 | 2024年12月 31 | 2023年12月31 | 2022年12月 31 | | --- | --- | --- | --- | | | 日/2024 年度 | 日/2023 年度 | 日/2022 年度 | | 资产总额(万元) | 111,113.68 | 99,579.93 | 98,929.04 | | 归属于母公司的所有者权益(万元) | 83,713.06 | 66.714.59 | 57.975.25 | | 资产负债率(母公司) | 2 ...

瑞财经 吴文婷7月2日晚，时隔三个月，小米创始人、董事长兼CEO雷军佩戴最新发布小米AI眼镜，开 启返场直播，其介绍了小米YU7的订单、交付情况。 雷军在直播中回应了关于YU7大定数据的质疑："当时发布了大定数据后，我们受到了大量的质疑，有 人说是可退的。所谓的'犹豫期'看上去有点故弄玄虚，其实这是所有车厂都在采用的方式。因此，我们 大定量的统计口径和所有车企都是一样的。" 据了解，6月26日，小米首款SUV车型YU7正式发布上市，起售价25.35万元，该款车型上市即取得亮 眼"战报"。小米汽车官微称，3分钟，小米YU7大定突破20万辆。1小时，大定突破28.9万辆。开售18小 时，小米YU7锁单量突破24万辆。 ml 小米汽车 窗 25-6-27 16:11 发布于 北京 来自 Xiaomi 14 Ultra 已编辑 十关注 开售18小时, #小米YU7# 锁单量已突破240000台, 真诚感谢每一位朋友的支持。 (mg EE 22416 同时，其还透露了YU7的用户画像。小米YU7车主的平均年龄约为33岁，比小米SU7用户大三岁；女性 车主的比例为30%，比小米SU7的首销期大概高出4.5%。在小米YU7 ...

Group 1: New Housing Market - The new housing market in Beijing has shown signs of stability, with a total transaction area of 2.67 million square meters in the first half of the year, reflecting a year-on-year increase of 3% [2] - Six new housing projects achieved sales exceeding 4 billion yuan, indicating a strong performance in high-quality improvement properties [2][3] - The high-end segment of the new housing market has seen significant growth, with transactions for properties priced between 10 million to 20 million yuan increasing by nearly 90% year-on-year, raising its market share from 12% in 2024 to approximately 19% [3] Group 2: Land Supply and Transactions - In the first half of the year, Beijing completed 22 residential land transactions, with a total transaction value of 100.56 billion yuan, a year-on-year increase of 37.3% [4] - The land auction market has shown a trend of "volume shrinking but price rising," with several core and high-value plots being sold, indicating strong demand despite reduced supply [4] Group 3: Second-hand Housing Market - The second-hand housing market in Beijing has seen a significant increase, with a total of 88,575 transactions in the first half of the year, representing an 18% year-on-year growth [6] - The majority of buyers in the second-hand market are first-time homebuyers, with over 60% of transactions being for properties priced below 5 million yuan [6][5] - The second-hand market is characterized by a "price for volume" approach, with average prices showing slight declines due to high inventory levels [7] Group 4: Market Outlook - The current reasonable price levels in the second-hand market are expected to maintain stable transaction volumes, with suggestions for policy adjustments to control new housing supply and enhance support for homebuyers [8]

PRAME Franchise & Market Opportunity - Immatics is developing three clinical product candidates (IMA402, IMA203, IMA203CD8) precisely targeting PRAME, an intracellular protein presented on tumor cell surfaces[10, 12] - PRAME expression is prevalent in over 50 cancers[8], with prevalence ranging from 20% in Hepatocellular Carcinoma and Bladder Carcinoma to 95% in Cutaneous Melanoma, Uterine Carcinoma, and Synovial Sarcoma[9] - The addressable PRAME+/HLA-A*02:01+ patient population in the US & EU5 is estimated to be approximately 230,000 per year[20, 24] IMA203 PRAME Cell Therapy (Wave 1) - In a Phase 1 study, IMA203 demonstrated a confirmed objective response rate (cORR) of 56% (18/32) in heavily pretreated patients with metastatic melanoma[34, 45] - The median duration of response (mDOR) was 121 months, with ongoing responses for up to 25+ years[34] - The median progression-free survival (mPFS) was 61 months, and the median overall survival (mOS) was 159 months in all melanoma patients[34, 51] - The SUPRAME Phase 3 trial is actively enrolling patients with unresectable or metastatic melanoma post-ICI, with a planned launch in Q3 2027[35, 59] - Approximately 9,000 PRAME+/HLA-A*02:01+ patients in the US/EU5 with cutaneous and uveal melanoma are addressable[34] IMA203CD8 PRAME Cell Therapy (GEN2) (Wave 2) - IMA203CD8 is a next-generation PRAME cell therapy leveraging CD8 and CD4 T cells, with enhanced pharmacology[24] - In a Phase 1a dose escalation study, IMA203CD8 achieved a cORR of 41% (14/34) at presumably suboptimal doses, with 84% (32/38) of patients experiencing tumor shrinkage[73, 85] - The median duration of response (mDOR) was 92 months, with 3 confirmed responses ongoing at 1+ year[73, 85] - The addressable PRAME+/HLA-A*02:01+ patient opportunity for IMA203CD8 is approximately 75,000 per year, including indications with both high and medium-level PRAME expression[20, 68] IMA402 PRAME Bispecific (Wave 3) - IMA402 is a next-generation half-life extended bispecific primarily targeting first-line settings in combination with ICI and targeted agents[22] - Early signs of clinical activity have been observed, with a melanoma patient achieving a confirmed partial response ongoing at 3 months at DL7[115] - The addressable PRAME+/HLA-A*02:01+ patient population for IMA402 in 1L solid tumors is approximately 145,000 in the US & EU5[20, 100] Beyond PRAME: IMA401 MAGEA4/8 Bispecific - IMA401 is a bispecific targeting MAGEA4/8, with a Phase 1a study demonstrating a 29% (5/17) ORR and 25% (4/16) cORR in patients with MAGEA4/8high expression at relevant doses[132, 149] - The addressable MAGEA4/8+ and HLA-A*02:01+ patient population in the US & EU5 is approximately 62,000 per year[128, 130]

Business Overview - U.S net product revenue of NEXLETOL® and NEXLIZET® grew by 12% from Q3 2021 to $12.2 million in Q4 2021[10] - Sequential prescription growth of 9% from Q3 2021 with over 70,000 cumulative patients[10] - CLEAR Outcomes trial reached 90% MACE Accumulation in February 2022, with topline results expected in Q1 2023[10, 16] Financial Update - Ended Q4 2021 with $309.3 million in cash, cash equivalents, restricted cash and investment securities[10] - FY 2021 Operating Expenses were $305 million[22] - FY 2022 R&D Guidance is $100 - $110 million[22] - FY 2022 SG&A Guidance is $120 - $130 million[22] - Future Ex-U.S Collaboration Milestones from Daiichi Sankyo & Otsuka are >$1.2 billion[22] - Q4 2021 Common Shares Outstanding were 60.9 million[22]

Business Highlights - Approximately 35 million patients are considered statin intolerant in the U S, Japan, and the EU[8] - Statin intolerance impacts up to 20% of individuals treated with a statin[8, 12] - CLEAR Outcomes trial has enrolled over 14,000 patients and is powered for success[12] - The CLEAR Outcomes trial expects a high baseline LDL-C of approximately 140 mg/dL[12] Operational Performance - Over 8,600 doctors are writing at least one prescription for Esperion's medicines[15] - More than 3,300 patients are taking Esperion's medicines every week[15] - Over 420,000 seven-day starter packs have been requested and received[15] - New-to-brand statin prescriptions are down 9% year-to-date 2021 compared to year-to-date 2020 due to COVID-19 impacts[17] Financial Results & Guidance - U S Net Product Sales increased 14 6% quarter over quarter[23] - Royalty revenues from DSE were $8 2 million in the quarter[23] - Ex-U S Collaboration Milestones were $3 3 million[23] - The company anticipates FY 2021 revenues between $120 - $130 million[26]

FORWARD-LOOKNG STATEMENTS & DISCLOSURES MAY 3, 2022 © 2022 Esperion. All Rights Reserved – For investor audience only WHEN DO YOU PLAN TO GET YOUR NEXT CHOLESTEROL TEST? This presentation contains forward-looking statements that are made pursuant to the safe harbor provisions of the federal securities laws, including statements regarding marketing strategy and commercialization plans, current and planned operational expenses, future operations, commercial products, clinical development, including the timing ...