早 报 精 选 4、央行连续14个月增持黄金。 5、平安人寿举牌农业银行H股。 宏 观 新 闻 1、外交部发言人毛宁昨日主持例行记者会。记者提问称，美国总统特朗普表示，美国将从委内瑞拉获得5000万桶此前受制裁的石 油，这些石油将由美国代表委内瑞拉进行销售。其中部分原油原本是可能会被直接售予中国的。毛宁对此表示，中国和委内瑞拉之间 的合作是两个主权国家的合作，受到国际法和有关法律的保护，中国在委内瑞拉的合法权益必须得到保护。 2、商务部公告，对原产于日本的进口二氯二氢硅进行反倾销立案调查，本次调查确定的倾销调查期为2024年7月1日至2025年6月 30日，产业损害调查期为2022年1月1日至2025年6月30日。商务部新闻发言人表示，此次调查是应国内产业申请发起的。申请人 提交的初步证据显示，2022年至2024年，自日本进口的二氯二氢硅数量总体呈上升趋势，价格累计下跌31%，自日倾销进口产品对 我国内产业生产经营造成了损害。 3、中国央行数据显示，中国12月末黄金储备报7415万盎司（约2306.323吨），环比增加3万盎司（约0.93吨），为连续第14个月 增持黄金。 4、央行公告，为保持银行体系流动性 ...

Core Viewpoint - The approval of 0.02% and 0.04% atropine sulfate eye drops by the National Medical Products Administration represents a significant breakthrough for the company, enhancing treatment options for myopia progression in children aged 6 to 12 years [1][4]. Company Summary - The newly approved products are aimed at delaying myopia progression in children with spherical degrees between -1.00D and -4.00D, with astigmatism and anisometropia not exceeding 1.50D [1]. - Following the approval, the company's stock price increased by 4.82% on January 5, reaching 73.68 CNY per share, and continued to rise to 74.2 CNY on January 6, with a total market capitalization of 18.285 billion CNY [1]. - The company’s 0.01% atropine sulfate eye drops have already established a stable market share and clinical recognition, paving the way for the new products to capture market opportunities [2]. Industry Summary - The market for myopia prevention and control is expanding, with a reported overall myopia rate of 51.9% among children and adolescents in China as of 2022 [6]. - The approval of low-concentration atropine eye drops is supported by the 2024 edition of the "Myopia Prevention and Control Guidelines," which recognizes these drops as effective in delaying myopia progression [4]. - The competitive landscape is intensifying, with several pharmaceutical companies entering the market, including Heng Rui Medicine and Zhaoke Ophthalmology, which have submitted applications for similar products [7][8]. - The estimated market size for atropine in myopia management ranges from approximately 5.29 billion CNY to 20.39 billion CNY, indicating significant growth potential [7].

Industry Updates - The National Drug Administration held a meeting emphasizing key tasks for 2026, including ensuring high-level drug safety, supporting the pharmaceutical industry's quality improvement, enhancing legal standards in drug regulation, and advancing modernization in drug supervision [4] - The State Administration for Market Regulation and the National Internet Information Office jointly released regulations to prevent unreasonable restrictions on platform operators and protect consumer rights in online transactions [4] - The Ministry of Industry and Information Technology announced the implementation of "Artificial Intelligence + Manufacturing" initiatives, focusing on accelerating the application of humanoid robots and enhancing the industrialization of AI terminals [7] Company News - Bestme's subsidiary, Yong'an Chemical, is facing criminal charges for environmental pollution due to interference with automatic monitoring facilities [13] - Heng Rui Medicine's subsidiary received approval for a new innovative drug, which is the first of its kind to be approved for treating specific types of cancer [14] - Guangqi Technology signed contracts worth 2.15 billion yuan for the mass production of metamaterials, indicating strong demand in the market [14] - Zhongke Blue Communication expects a significant profit increase of 366.51% to 376.51% in 2025, driven by investments in other companies [15] - Chuanjinno anticipates a net profit of 430 million to 480 million yuan in 2025, reflecting a growth of 144.24% to 172.64% [16] Market Trends - Analysts predict a substantial increase in Samsung Electronics' Q4 2025 earnings, with a projected 160% year-on-year profit surge due to a severe chip shortage driving up storage chip prices [10] - The postal industry plans to introduce policies to promote the application of unmanned delivery technologies, which could lead to significant growth in logistics efficiency [11] - Institutions are increasingly focusing on the semiconductor sector, with a notable recovery in the storage segment, indicating a healthier supply-demand structure [18][19]

重大事项： 赛目科技(02571)拟为浙江赛目科技引入战投1200.98万元 构建全链条汽车电子仿真业务能力 毛戈平(01318)与路威凯腾签订战略合作框架协议 天工国际(00826)：镇江乾元拟代价1.8亿元将其持有的1.76%天工工具股权转让给天工新材 恒瑞医药(01276)：瑞拉芙普α注射液获得药品注册批准 正通汽车(01728)：启富集团拟8.03亿元出售深圳汇安启全部股权 聚焦汽车主业转型 同源康医药-B(02410)：甲磺酸艾多替尼片(TY-9591片)拟纳入优先审评 景联集团(01751)附属就苏尼特右旗新蒙新材料有限公司工业废气发电专案二期工程订立工程承包协定 经营业绩： 极兔速递-W(01519)2025年包裹量合计301.287亿件，同比增长22.2% 和黄医药(00013)宣布索乐匹尼布用于治疗温抗体型自身免疫性溶血性贫血的 ESLIM-02中国研究的III期 阶段取得阳性顶线结果 中国碳中和(01372)与中国铁塔及中国再生资源签署三方战略合作协议 联合打造锂电循环经济生态圈 丽珠医药(01513)：莱康奇塔单抗注射液被纳入优先审评审批程序 秦港股份(03369)：2025年度吞吐量总 ...

分组1 - Heng Rui Medicine's innovative drug Ruilafup α injection has been approved for market launch, with no similar products approved domestically or internationally [1] - The drug is used in combination with fluorouracil and platinum-based drugs for first-line treatment of locally advanced unresectable, recurrent, or metastatic gastric and gastroesophageal junction adenocarcinoma with confirmed PD-L1 positivity (CPS≥1) [1] - The total R&D investment for Ruilafup α injection has reached approximately 711 million yuan [1] 分组2 - Cheng Jian Development reported that its investment in Century Space is currently in a loss state, with no unrecognized revenue impacting its operations [2] - Zhongke Lanyun expects a significant net profit increase of 366.51% to 376.51% for 2025, driven by substantial fair value changes from investments in Moer Thread and Muxi Co., Ltd [2] 分组3 - Nanjing Panda stated that it currently has no mature products related to brain-computer interfaces and has not generated related sales revenue [3] - Kecuan Technology's subsidiary has established optical module production capacity, and silicon photonic chips have completed their first tape-out but have not yet generated revenue [3] 分组4 - Zhuhai Ming Technology's subsidiary has been allocated 66,900 H-shares of Zhihua, amounting to 7.7738 million Hong Kong dollars [4] - Chengdi Xiangjiang announced that the revenue from the construction of two data center buildings will decrease by approximately 1.092 billion yuan due to changes in business conditions [4]

Company Announcements - Vice Chairman Meng Xue of Xin Hong Ze voluntarily waived his salary to support the company's long-term development, effective from January 2026 [2] - Feng Long Co. announced a potential suspension of trading if its stock price continues to rise abnormally, following an 8-day trading limit increase of over 100% [2] - Zhenxin Technology's subsidiary was banned from participating in procurement activities in the Western Theater for three years due to collusion in bidding [3] - ST Sunshine's controlling shareholder is planning a change in control, leading to a temporary suspension of trading [4] - Zhuhai Ming Technology's subsidiary acquired 66,900 shares of H-shares from Zhipu for HKD 777,380 [5] - Siquan New Materials' fourth-largest shareholder plans to reduce his stake by up to 1.79% [6] Financial Performance - Kouzi Jiao expects a 50%-60% decline in net profit for 2025, primarily due to a significant drop in sales of high-end products [7] - CIMC Group anticipates a reduction of approximately CNY 1.1 billion in net profit due to the sale of properties [7] - Zhongke Lanyun forecasts a net profit increase of 367%-377% for 2025, driven by significant gains from investments [26] - Chuan Jin Nuo expects a net profit increase of 144%-173% for 2025, attributed to strong market demand and improved production efficiency [11] - Qian Yang Qian predicts a net profit increase of 147.89% for 2025, supported by a rise in sales volume [28] Contracts and Projects - Guangqi Technology's subsidiary signed contracts totaling CNY 264 million for the production of metamaterials [33] - Diti Design's subsidiary signed a contract worth approximately CNY 311 million for comprehensive energy management services [34] Shareholder Actions - Several companies, including Tuo Jing Technology and North Navigation, announced plans for share reductions by major shareholders [20][10] - Yili's chairman plans to reduce his stake by up to 0.98% to repay stock pledge financing [13] Other Developments - Heng Rui Pharmaceutical's innovative drug received approval for market launch, with no similar products approved domestically or internationally [39] - Xin Li Tai's innovative drug clinical trial application was accepted, targeting a significant health issue [38]

瑞拉芙普α注射液是公司自主研发并具有知识产权的抗PD-L1/TGF-βRII双功能融合蛋白，本品能够通过 特异性阻断PD-1/PD-L1的相互作用，同时中和肿瘤微环境中的TGF-β，发挥抗肿瘤作用。经查询，国内 外尚无同类产品获批上市。截至目前，瑞拉芙普α注射液相关项目累计研发投入约71,130万元。 全球胃癌年新发病例近百万，死亡病例逾65.5万例。我国晚期胃癌患者占比高，预后不佳，疾病诊疗形 势更为严峻。免疫治疗是当前晚期胃癌一线标准治疗措施之一，然而目前免疫单抗治疗对于患者长期生 存改善有限，尤其在胃癌肝转移人群等难治性人群中表现不佳，患者亟待革新治疗方案以改善预后。 格隆汇1月7日丨恒瑞医药(01276.HK)公告，近日，江苏恒瑞医药股份有限公司(以下简称"公司")子公司 苏州盛迪亚生物医药有限公司收到国家药品监督管理局(以下简称"国家药监局")的通知，批准公司自主 研发的1类创新药瑞拉芙普α注射液上市。 ...

全球胃癌年新发病例近百万，死亡病例逾65.5万例。我国晚期胃癌患者占比高，预后不佳，疾病诊疗形 势更为严峻。免疫治疗是当前晚期胃癌一线标准治疗措施之一，然而目前免疫单抗治疗对于患者长期生 存改善有限，尤其在胃癌肝转移人群等难治性人群中表现不佳，患者亟待革新治疗方案以改善预后。 瑞拉芙普α注射液是公司自主研发并具有知识产权的抗 PD-L1/TGF-βRII 双功能融合蛋白，本品能够通 过特异性阻断PD-1/PD-L1的相互作用，同时中和肿瘤微环境中的TGF-β，发挥抗肿瘤作用。经查询，国 内外尚无同类产品获批上市。截至目前，瑞拉芙普α注射液相关项目累计研发投入约71130万元。 智通财经APP讯，恒瑞医药(01276)发布公告，近日，公司子公司苏州盛迪亚生物医药有限公司收到国家 药品监督管理局的通知，批准公司自主研发的1类创新药瑞拉芙普α注射液上市。 ...

Core Viewpoint - The approval of the innovative drug Rilaforp α injection by the National Medical Products Administration marks a significant advancement in the treatment of advanced gastric cancer, addressing a critical need in the market [1] Company Summary - The company, through its subsidiary Suzhou Shengdiya Biopharmaceutical Co., Ltd., has developed Rilaforp α injection, a dual-function fusion protein targeting PD-L1 and TGF-βRII, which is expected to improve treatment outcomes for patients with advanced gastric cancer [1] - The total research and development investment for the Rilaforp α injection project has reached approximately 71.13 million yuan [1] Industry Summary - Gastric cancer has nearly one million new cases globally each year, with over 655,000 deaths, highlighting the severity of the disease and the urgent need for effective treatment options [1] - Current immunotherapy options, particularly immune checkpoint inhibitors, have shown limited long-term survival benefits for patients, especially those with liver metastases, indicating a gap in the market for innovative therapies [1]

香港交易及結算所有限公司及香港聯合交易所有限公司對本公告的內容概不負責，對其準確性 或完整性亦不發表任何聲明，並明確表示概不就因本公告全部或任何部分內容所產生或因依賴 該等內容而引致的任何損失承擔任何責任。 Jiangsu Hengrui Pharmaceuticals Co., Ltd. 江蘇恒瑞醫藥股份有限公司 （於中華人民共和國註冊成立的股份有限公司） （股份代號：1276） 证券代码：600276 证券简称：恒瑞医药 公告编号：临 2026-004 江苏恒瑞医药股份有限公司 关于获得药品注册批准的公告 海外監管公告 本公告乃根據香港聯合交易所有限公司證券上市規則第13.10B條刊發。 根據中華人民共和國的有關法例規定，江蘇恒瑞醫藥股份有限公司（「本公司」）在 上海證券交易所網站( www.sse.com.cn )刊發了以下公告。茲載列如下，僅供參閱。 承董事會命 江蘇恒瑞醫藥股份有限公司 董事長 孫飄揚先生 中國上海 2026年1月7日 於本公告日期，董事會成員包括(i)執行董事孫飄揚先生、戴洪斌先生、馮佶女 士、張連山先生、江寧軍先生及孫杰平先生；(ii)非執行董事郭叢照女士；及(iii) 獨立非執 ...