作者：Hongyu 编辑：penny Listen Labs 由两位哈佛校友 Florian Juengermann 与 Alfred Wahlforss 在 2024 年底联合创立，并在 2025 年 4 月连获 Sequoia 领投的种子轮与 A 轮合计 2700 万美元融资，目标是打造一套能 自动招募受访者、主持上千场多语访谈、即时归档并复用洞察 的"AI 用户研究员"体系。 今年 2–5 月，Listen Labs 依次发布三项核心能力：1） AI Interviewer 可同时主持上千场语音/视频深访并动态追问；2） Insight Engine 把转录、情绪与行为 数据送入 GPT-4o 管线，几分钟生成主题聚类与可下载 PPT；3） Research Warehouse 将所有历史项目向量化存档，研究者可像 ChatGPT 一样对话检索并触 发"一键再访谈"。 在 AI 赋能用户研究的两条主线中，一条是传统无主持可用性测试借助 LLM 做摘要与打标签；另一条则是 Listen Labs 所聚焦的 全流程自动化深访 ——让 AI 主持人+ 用户访谈池（panel network）把"招募-访谈-分 ...

Group 1: Core Activities and Offerings - Beijing's cultural and tourism bureau has launched the "Jingcai Summer" series of activities, featuring over 150 summer-themed events, 6,200 premium performances, and 3,800 cultural experience activities [1] - The "Graduation Season in Beijing" initiative includes 10 recommended activities for graduates, with various scenic spots offering free admission and special discounts for high school and college graduates [3] - A total of 10 thematic study tours will be introduced, focusing on red history, traditional arts, and natural exploration, aimed at both domestic and international students [4] Group 2: Performance and Entertainment - The summer performance market will feature 45 youth-oriented shows, 12 art summer camps, and various international performances, including classic plays and children's theater [5] - Notable performances include the comedy "Twelfth Night" and the drama "The Seagull," along with international productions such as Russian plays and Italian musicals [5] Group 3: Tourism and Leisure Activities - The "Summer Rural Tourism Plan" includes seven rural tourism routes, promoting natural exploration and water activities, with free tickets and discounts offered at various scenic spots [6] - Nighttime activities such as night markets, outdoor movies, and music festivals are being organized across different districts to enhance summer leisure experiences [7][8] Group 4: Visitor Experience and Services - The city is focusing on improving visitor experiences by extending opening hours at certain attractions and implementing convenient entry measures for tourists [8] - The "Fly Summer" theme at the Capital Airport includes promotional activities offering discounts on duty-free, dining, and retail [8] Group 5: Safety and Engagement - Tourists are advised to take precautions against heat and ensure safety while traveling, with a call for adherence to public order and tourism etiquette [9] - The tourism bureau encourages visitors to share their experiences on social media platforms, promoting engagement with the "JingcaiSummer" and "BeijingStyle" hashtags [9]

Overview - Shanghai Fosun Pharmaceutical (Group) Co., Ltd. has initiated a Phase III clinical trial for its self-developed drug, Rumaine (generic name: Luwomeitini tablets), aimed at treating pediatric low-grade glioma in mainland China [1][2]. Drug Information and Research Status - Rumaine is an innovative small molecule chemical drug that acts as a selective inhibitor of MEK1/2 [1]. - As of July 9, 2025, the drug is in Phase III clinical trials for treating pediatric low-grade glioma and is also in Phase II trials for treating extra-cranial arteriovenous malformations and pediatric Langerhans cell histiocytosis in mainland China [2]. - The drug has been included in the breakthrough therapy program by the National Medical Products Administration for two indications: inoperable or residual/recurrent NF1-related plexiform neurofibromas in adult patients and pediatric Langerhans cell histiocytosis [2]. - Cumulative R&D investment in the drug reached approximately RMB 607 million (unaudited) as of May 2025 [2]. - According to IQVIA MIDAS™, global sales of MEK1/2 selective inhibitors are projected to be approximately USD 2.068 billion in 2024 [2].

科前生物公告，公司拟与华中农大签订专利实施许可合同、研发及技术许可合同。公司就两个研发项目 一共需向华中农大支付335万元人民币。其中，"一株猪δ冠状病毒强毒株及其在疫苗制备中的应用"发明 专利的实施许可支付135万元，"吉氏巴贝斯虫传代致弱活疫苗"的研发及技术许可支付200万元。 ...

复星医药：控股子公司药品芦沃美替尼片中国境内启动Ⅲ期临床试验 智通财经7月9日电，复星医药(600196.SH)公告称，控股子公司上海复星医药产业发展有限公司就复迈 宁®（通用名：芦沃美替尼片）用于治疗儿童低级别脑胶质瘤于中国境内启动Ⅲ期临床试验。该药品为 集团自主研发的创新型小分子化学药物，为MEK1/2选择性抑制剂，已在中国境内上市并获批两项适应 症。截至2025年5月，集团针对该药品的累计研发投入约为人民币6.07亿元。根据IQVIA数据，2024 年，MEK1/2选择性抑制剂于全球范围的销售额约为20.68亿美元。药品研发存在一定风险，敬请广大投 资者注意投资风险。 ...

证券代码：002923 证券简称：润都股份 珠海润都制药股份有限公司 答：公司始终秉持"规范、专业、发展"的理念，以专注铸就卓越，以技 术引领未来。积极推动绿色化和合成生物技术的应用，加速仿制药与创新 药的研发与上市。公司将顺应医药行业发展趋势，重点围绕心脑血管、消 化系统、解热镇痛、手术麻醉用药等领域，做优做强制剂产业，持续保持 独具特色的药物新剂型和肠溶、 缓控释制剂技术优势，加快高技术壁垒 仿制药和原创新药研发上市，拓展全渠道终端，打造立体品牌。 6、原料药沙坦类价格趋势？ 答：随着公司全球化销售网络的稳步推进，大客户项目持续转化落地，沙 坦类产品销量不断攀升，进一步夯实了公司沙坦类产品的市场竞争力；受 供需关系等多重因素影响，沙坦类产品市场竞争依然激烈，市场销售价格 仍在低位区间波动。 | 关于本次活动 是否涉及应披 | | | --- | --- | | | 无 | | 露重大信息的 | | | 说明 | | | 附件清单 | 无 | | （如有） | | | | □特定对象调研 □分析师会议 | | --- | --- | | 投资者关系活 | □媒体采访 □业绩说明会 | | 动类别 | □新闻 ...

北向资金二季度持仓动向曝光。 增减持方面，以加权平均成交均价计算，北向资金二季度净买入547.74亿元A股，为连续第二个季度增持。 其中，二季度净买入金额前五的股票依次为宁德时代、恒瑞医药、东鹏饮料、紫金矿业和药明康德，净买入金额分别为125.81亿元、73.57亿元、40.37亿 元、39.8亿元和33.2亿元。 减仓金额前五的股票依次为贵州茅台、美的集团、五粮液、京东方A和立讯精密，二季度净卖出金额分别为103.18亿元、81.27亿元、42.67亿元、41.6亿元和 36.4亿元。 截至二季度末，北向资金持股市值达2.29万亿元，较一季度末增长超2%；北向资金共持有3572只A股，持股数量合计1235.11亿股，持股市值合计2.28万亿 元。与一季度末相比，北向资金持仓市值增加了约500亿元。 Choice数据显示，截至二季度末，北向资金十大重仓股分别为宁德时代、贵州茅台、美的集团、招商银行、长江电力、比亚迪、中国平安、紫金矿业、汇川 技术、迈瑞医疗。 其中，北向资金对宁德时代持仓近1531亿元，对贵州茅台持仓市值1027亿元，对美的集团持仓市值约742亿元，持有招商银行市值超627亿元。 | 股票 | ...

今年以来，随着二级市场行情反转，越来越多的公司在股价拉升的时候，选择了逢高减持。不过在一众 减持企业当中，也有在行情利好下，股价持续低迷却选择减持的。 2025年7月8日，超图软件(300036.SZ)的控股股东、实控人和一众高管因自身资金需求，抛出了减持 单。 股价低迷，实控人及部分高管宣布减持 公开资料显示，超图软件早在2009年就已经上市，是一家焦地理信息系统相关软件技术研发与应用服 务，下设基础软件、应用软件、云服务三大GIS业务块板。 据了解，超图软件发行价为19.80元/股，公司股价曾一度涨至69元/股。不过近几年以来，公司股价一直 处于震荡下降的趋势。 即使在今年整体大盘回暖的时候，超图软件的股价也持续表现低迷。数据显示，截至到7月9日收盘，超 图软件报价14.76元/股，年内跌幅达到13.07%，就目前来看，公司股价已经连续两年持续下跌趋势当 中。 昨日晚间，超图软件宣布了公司控股股东和一众高管的减持预披露公告。 公告指出，公司控股股东、实际控制人及董事钟耳顺计划以集中竞价或大宗交易方式减持不超过965.61 万股，占公司总股本2%。公司副总经理白杨建、谭飞艳、荆钺坤拟分别通过集中竞价方式减持 ...

Core Viewpoint - Heng Rui Medicine's stock experienced a significant surge, with a maximum increase of over 18% in Hong Kong and over 8% in A-shares, following a buy rating from Citigroup, which highlighted the market's underestimation of the company's business development (BD) expectations and the rapid launch of several innovative drugs [2][5]. Group 1: Stock Performance and Analyst Ratings - On July 9, Heng Rui Medicine's Hong Kong stock price reached 68 HKD, with a rise of 12.96%, while the A-share price was 57.1 CNY, up 6.93%, resulting in a market capitalization of 380.2 billion CNY [2]. - Citigroup assigned a buy rating for Heng Rui Medicine's H-shares with a target price of 134 HKD and an A-share target price of 123 CNY, citing significant catalysts from upcoming performance and BD developments [2][5]. Group 2: Clinical Trials and Drug Approvals - Heng Rui Medicine announced the approval of clinical trials for two new drugs: SHR-2173 injection, aimed at treating primary membranous nephropathy, and HRS-9821 inhalation powder, intended for chronic obstructive pulmonary disease (COPD) maintenance therapy [4][6]. - SHR-2173 is a biologic targeting abnormally activated immune cells, while HRS-9821 is a small molecule PDE3/PDE4 inhibitor, with the latter expected to compete with Ensifentrine, which is projected to generate approximately 42 million USD in sales in 2024 [4][6]. Group 3: Research and Development Progress - Heng Rui Medicine has 23 first-class innovative drugs and 4 second-class new drugs approved in China, with 8 first-class innovative drugs launched in 2024 alone [8]. - The company has invested 46 billion CNY in R&D, with R&D expenditure accounting for 29.4% of sales revenue in 2024, positioning it among the top in the pharmaceutical industry [8]. - The company is expected to have over 40 innovative products approved for market launch in the next three years, covering various therapeutic areas including oncology, metabolism, cardiovascular, immune, and respiratory diseases [9].

【导读】恒瑞医药港股午后突然大幅拉升，最大涨幅超18% 中国基金报记者 卢鸰 千亿医药巨头突然暴涨。 7月9日，恒瑞医药港股午后突然大幅拉升，最大涨幅超18%，A股同时最高暴涨超8%。 花旗7月9日发布报告称，首次给予恒瑞医药H股买入评级，目标价为134港元，A股目标价为 123元。花旗称，市场没有充分反映恒瑞医药的BD（商务拓展）预期，以及多款创新药的快 速放量，后续的业绩和BD进展都会是重要催化剂。 7月8日晚，恒瑞医药发布公告称，近日，公司子公司广东恒瑞医药有限公司收到国家药监局 核准签发关于SHR-2173注射液和HRS-9821吸入粉雾剂的《药物临床试验批准通知书》， 将于近期开展临床试验。 据公告披露，SHR-2173注射液是公司自主研发的治疗用生物制品，能够通过靶向异常激活 的免疫细胞，发挥抗炎和抑制免疫的生物学效应，有望降低自身抗体水平，改善原发性膜性 肾病患者的疾病活动状态，为患者带来新的治疗选择。目前国内外尚无同类药物上市或在临 床研发阶段。 HRS-9821是小分子PDE3/PDE4抑制剂，可有效抑制呼吸道炎症、扩张支气管，临床拟用于 慢性阻塞性肺疾病（COPD）的维持治疗。目前全球同类 ...