历经"摘帽"、引资、管理层换血等关键节点后，供销大集（000564.SZ）再开启深度调整。 近日，最新披露的机构调研纪要显示，曾深陷债务漩涡的供销大集，在业务发展方向、未来规划、公司 架构调整、新增长点打造等多个方面进行整合与调改。 据悉，该公司2025年一季度，业绩出现关键性转折，单季亏损收窄至629万元，同比降幅高达95.18%。 围绕"商业运营+商贸物流+商品贸易"三大主业，该公司战略重心南移趋势明确，同时"业务重构"的战略 调整加速进入实操阶段。 把握机遇 实业根基依然是供销大集的重点业务方向。供销大集表示，公司聚焦商业运营、商贸物流、商品贸易三 大业务方向。意图通过整合原有的存量业务、即将纳入的新合作商业发展公司资源以及深耕供销体系内 的协同潜力，构筑坚实的运营底盘。 民生百货骡马市店则拥抱"潮流二次元"融合"西安历史文化"的独特定位，蜕变为文娱餐饮主题街区。引 入XR影院、国潮品牌、非遗工坊等差异化业态后，其客流和出租率已明显回升。未来计划深化与非 遗、动漫IP合作，开发联名产品与沉浸式活动，致力打造西北地区现象级的IP主题商业综合体。 受益于海南自贸港政策的望海国际，正加速向"类购物中心精品百货 ...

Core Insights - The article highlights the advancements of CloudTop New Medicine (1952.HK) in the mRNA technology platform, showcasing its dual-driven strategy that combines cash flow from licensed products with long-term value creation through self-developed mRNA platforms [1][7]. AI Empowerment and Global Competitive Barriers - The latest research indicates that mRNA vaccines have the potential to induce immune memory, effectively preventing tumor recurrence and metastasis [2]. - CloudTop has developed an AI-driven system, EVER-NEO-1, which outperforms international peers in identifying tumor neoantigens, demonstrating superior predictive capabilities [3]. - The company has established a proprietary LNP (lipid nanoparticle) delivery technology platform, with over 500 proprietary lipids, ensuring effective and safe delivery of mRNA therapies [3]. Tumor Treatment Matrix - CloudTop has created a comprehensive tumor treatment matrix that includes personalized mRNA vaccines, off-the-shelf vaccines, and autologous CAR-T therapies [4]. - The EVM16 personalized mRNA vaccine has shown efficacy in preclinical models and is currently in clinical trials, with promising initial results [4]. - The EVM14 off-the-shelf vaccine targets five tumor-associated antigens and is set to begin a global multi-center Phase I clinical trial [5]. Strategic Transformation and Dual-Driven Strategy - The mRNA breakthroughs signify a strategic transformation for CloudTop, moving from a drug commercialization entity to a technology-driven innovative pharmaceutical company [7]. - The company has established a commercial matrix with three key licensed products, expected to generate peak sales of 1.5 billion, 5 billion, and 5 billion respectively, providing a stable cash flow for long-term investments in mRNA technology [7]. - CloudTop's mRNA platform has attracted interest from top global pharmaceutical companies, enhancing its international collaboration and commercialization prospects [8].

纯苯期货和期权"箭在弦上" 实现"硬件安全+金融安全"双轮驱动 期货日报记者走进位于连云港的江苏盛虹石化产业集团有限公司（下称盛虹石化），"化梦想为现实"的 宣言镌刻在每一道工艺曲线、每一次数据迭代之中。 记者踏入盛虹石化那宛如"巨型工业大脑"的中控室，便被眼前震撼的场景吸引。直径十余米的曲面LED 屏幕上，以红蓝交织的数据流构成动态网络。其中，炼化、仓储、运输等全产业链条的核心指标在不断 刷新跳动。 中控台上，操作员们全神贯注，监控着上百组管道温度、压力数值的细微波动。两班制轮换的三百余名 技术人员，通过布满墙面的实时监控画面，将装置运行的每一个细节尽收眼底，他们以"0.1秒反应速 度"的严苛标准，为装置安全筑起坚实的防线。 6月27日，大商所发布纯苯期货和期权上市交易有关事项的通知，纯苯期货和期权将分别于2025年7月8 日（周二）的9时和21时挂牌交易。纯苯期货和期权上市渐行渐近。对于即将上市的纯苯期货和期权， 产业链企业有着怎样的看法与期待？期货日报记者日前走访了东北中石油国际事业有限公司、中化石化 销售有限公司、江苏盛虹石化产业集团有限公司等多家涉及纯苯的产业链企业，聆听他们的心声。随着 纯苯期货和 ...

政策巨变下，姚俊华展现出技术出身的决断力。2019年，他力排众议启动"仿创双轮驱动"战略：每年拿 出销售额10%-16%投入研发，在南京、天津增设研发中心，组建260余人的研发团队（占员工总数 1/3）。当同行忙于分红时，他坚持将利润投入研发池。"仿制药是生存根基，创新药是未来命脉"，在 南通海门的车间里，这条理念正转化为现实：三条自动化生产线昼夜不停，最新获批的奥美沙坦酯氨氯 地平片单季度产量达500万片，17个仿制药新品去年密集上市，全国药企批文数量排名第十。 更重要的突破在实验室深处：首个创新药进入临床三期，预计2026年上市；20亿元的生物医药项目去年 3月落户海门开发区，为后续创新药量产铺路。"以前靠3-5个品种打天下的时代结束了，"姚俊华在一次 访谈中强调，"仿制药是马拉松补给站，创新药才是终点线。" 二、绿茵场上的健康方程式 夏夜的南通足球训练中心海门基地灯火通明，激情的浪潮在绿茵场上翻滚。当有球员带球突破时，场 边，一位目光严肃的中年人嘴角泛起欣慰的弧度——他正是万高药业掌门人姚俊华。此刻，实验室里的 药物研发专家、转型中的企业家、体育IP的塑造者三重身份在此交融，勾勒出一家药企的破圈生长轨 ...

Core Insights - Hanwang Technology has achieved remarkable growth in the e-paper book market, driven by a "technology + ecosystem" strategy, with a compound annual growth rate of 174% from 2022 to 2024, outperforming global trends [1] - The company has successfully captured market share by expanding beyond traditional reading scenarios into office and education sectors, leading to significant sales during promotional events [1][2] - The e-paper book market is projected to reach a scale of $100 billion by 2035, with Hanwang positioning itself strategically through industry standards and partnerships to enhance its competitive edge [3] Market Strategy - Hanwang's market strategy has shifted from "stock competition" to "incremental creation," focusing on new market segments and innovative product offerings [1] - The company has integrated various e-book platforms and applications, enhancing the usability of its e-paper books and catering to a broader audience [2] Industry Outlook - The e-paper book market is expected to grow significantly, with predictions of over 100 million units sold by 2035, driven by ecosystem collaboration and cost control [3] - Hanwang's proactive approach in setting industry standards and collaborating with upstream partners is aimed at establishing competitive barriers and controlling supply chain costs [3] - The integration of e-paper technology in sectors like government and education is anticipated to unlock further commercial value [3]

一是注重促消费与惠民生相结合。围绕就业、生育、教育、医疗、养老、住房等民生领域提出有针对性 的政策举措，增加居民收入，减轻居民负担，在保障和改善民生中提升消费能力、释放消费潜力。如实 施就业支持计划，促进重点群体高质量充分就业；三年内组织各类技能培训240万人次以上；持续扩大 以工代赈实施规模，在全省重点工程项目和农业农村基础设施建设领域项目推广以工代赈；为符合条件 的生育家庭发放生育补贴；提高奖学金覆盖面和助学金资助标准；提高城乡居民医保财政补助标准；调 整特困人员救助供养标准，提高重点群体专项救助水平等。 《实施方案》是我省当前及今后一段时期内提振消费、扩大内需的指导性文件。山西各相关部门将着力 抓好工作落实，完善工作推进机制、细化配套政策举措、强化动态跟踪评估，推动各项政策更好满足群 众需求和企业发展需要。 三是注重传统消费与新型消费"双轮驱动"。围绕餐饮、住宿、文旅、体育、住房、汽车、家电、家装等 传统消费，提升品质、挖掘潜力，满足消费升级需求。同时，适应数字化、智能化发展趋势和个性化消 费需求，支持打造消费新场景，促进消费新业态、新模式、新产品发展，培育壮大消费新增长点。如加 力扩围补贴支持汽车报废 ...

重庆市涪陵榨菜集团股份有限公司 2025 年 6 月 26 日投资者关系活动记录表 证券代码：002507 证券简称：涪陵榨菜 编号：2025-006 回复：公司坚持"双轮驱动"战略，目前川渝味复合调味料市场空间 大，需求广泛，且行业内暂无明显龙头企业，公司拟通过收购味滋美快速 进入复调领域同时具有一定的复调行业基础。一方面，味滋美深耕川调领 域多年，主营川式风味复合调料和预制菜，已经具备成熟的 B 端产品研发 生产能力，在产品研发、柔性生产、市场快速反应等方面独具优势，通过 本次收购，公司可依托其餐饮终端，完善新渠道布局，从而快速实现渠道 拓展，开辟第二增量市场。另一方面，公司经过多年的 C 端产品渠道精耕， 在经销商和渠道网络、销售网络上具备优势，味滋美目前正在储备开发 C 端产品，并购完成后，可借助公司自身渠道优势对其进行快速铺货上市。 | | □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 | □新闻发布会 □路演活动 | | |  现场参观其他 | | | 本次参与交流的人员名单如下： | | | 序号 姓名 机构 | ...

5.公司百货资产经营情况怎么样？ 股票代码：000564 股票简称：供销大集 供销大集集团股份有限公司投资者关系活动记录表 编号：2025-006 | √特定对象调研分析师会议 | | | --- | --- | | 投资者关系活动 | □媒体采访□业绩说明会 | | 类别 | □新闻发布会□路演活动 | | | □现场参观 □其他 | | 参与单位 | 天津津融资本运营有限公司 | | 时间 | 2025 年 6 月 26 日 | | 地点 | 北京市西城区宣武门外大街甲 1 号环球财讯中心 D 座 14 层 | | 形式 | 现场交流 | | 上市公司接待人 | 董事会办公室工作人员 | | 员 | | | | 1.公司的发展战略未来如何落实？ | | | 在国家持续深化现代流通体系建设、纵深推进全国统一大市场构建、全方位扩大内需、统筹新 | | | 型城镇化和乡村全面振兴的重要背景下，"实业+资本"双轮驱动是公司实现战略目标的主要路径， | | | 具体而言，一是做强实业，公司三大业务方向确定为商业运营、商贸物流、商品贸易，这是公司发 | | | 展的根基，通过原有存量业务、下一步整合的商业发展公司以 ...

Core Viewpoint - The company, Zhejiang Shapuaisi Pharmaceutical Co., Ltd., has responded to the Shanghai Stock Exchange's inquiry regarding its 2024 annual report, particularly focusing on its investment in Shanghai Xinhong Pharmaceutical Co., Ltd. and the acquisition of shares in Yunnan Biological Valley Pharmaceutical Co., Ltd. [1][2] Investment in Shanghai Xinhong - The company, along with partners, invested a total of 460 million yuan in Shanghai Xinhong, with the company contributing 160 million yuan for a 34.7% stake [1][2] - The investment aims to leverage synergies between the company and Yunnan Biological Valley, which specializes in traditional Chinese medicine, particularly in cardiovascular disease treatments [2][4] Financial Performance of Yunnan Biological Valley - Yunnan Biological Valley reported revenues of 587 million yuan, 622 million yuan, and 516 million yuan over the last three years, with net losses of 49 million yuan, 12 million yuan, and 74 million yuan respectively [1][2] - The company recognized an investment loss of 7.22 million yuan related to its stake in Shanghai Xinhong due to Yunnan Biological Valley's losses in 2024 [1][2] Market Context - The increasing prevalence of cardiovascular diseases in China, with 330 million patients reported, highlights a growing market for related pharmaceuticals, particularly traditional Chinese medicine [4][3] - The company anticipates significant growth in the market for cardiovascular traditional Chinese medicine products, driven by an aging population and rising health awareness [4][3] Internal Decision-Making and Compliance - The company asserts that its investment decisions followed internal procedures compliant with the Company Law and relevant regulations, and the investment amount did not exceed 10% of its audited net assets [11][12] - Independent directors have confirmed that the investment process was conducted properly and did not harm the interests of the company or its minority shareholders [11][12] Other Investments - As of the end of 2024, the company reported long-term equity investments totaling 307 million yuan and other non-current financial assets of 20.4 million yuan, with additional investments in various pharmaceutical companies [12][15] - The company has engaged in risk investments, purchasing stocks worth 1.079 billion yuan and selling stocks worth 940 million yuan, resulting in a loss of 25 million yuan [12][15]

本报（chinatimes.net.cn）记者帅可聪 北京报道 6月25日，随着大金融板块爆发，A股市场大幅上涨，沪指涨逾1%至3455.97点，创下年内新高，创业板 指大涨超3%。全市场逾3900只个股收涨，成交额超1.6万亿元。 巨丰投顾投资顾问总监郭一鸣向《华夏时报》记者分析表示，A股市场在政策、资金等多重利好共振 下，已进入技术性突破的关键窗口。大金融板块的爆发不仅是短期情绪的释放，更是市场对金融改革红 利与经济复苏预期的集中反映。尽管短期波动难以避免，但中长期而言，科技与消费"双轮驱动"的结构 性机会将持续涌现。 6月25日，A股三大指数开盘涨跌不一，随着大金融板块的爆发，主要指数盘中集体震荡走高。截至当 天收盘，沪指涨1.03%，报3455.97点；深证成指涨1.72%，报10393.72点；创业板指大涨3.11%，报 2128.39点。其中，创业板指创下今年1月14日以来最大单日涨幅。 A股全天成交额约1.64万亿元，较前一日放量逾1900亿元，创今年4月11日以来单日成交额新高。 盘面上，31个申万一级行业板块多数上涨，仅交通运输、石油石化、煤炭板块收跌，跌幅分别为 0.21%、0.57%、1 ...