截至2025年7月10日 13:14，上证科创板生物医药指数上涨0.14%，成分股微芯生物上涨5.56%，悦康药业上涨3.38%，智翔金泰上涨2.93%，迈威生物上涨 2.47%，康希诺上涨2.15%。科创医药ETF嘉实(588700)红盘震荡。 | 股票代码 | 股票简称 | 涨跌幅 | 权重 | | --- | --- | --- | --- | | 688271 | 联影医疗 | -0.65% | 8.97% | | 688235 | 百济神州 | 0.93% | 7.05% | | 688617 | 惠泰医疗 | 1.16% | 5.85% | | 688578 | 艾力斯 | 0.84% | 4.91% | | 688506 | 百利天恒 | -1.12% | 4.77% | | 688266 | 泽璟制药 | 1.34% | 4.75% | | 688114 | 华大智造 | 0.46% | 4.17% | | 688180 | 君实生物 | -1.48% | 4.15% | | 688050 | 爱博医疗 | -0.13% | 3.33% | | 688278 | 特宝生物 | 0.01% | ...

近日，北斗智影在南京召开"AI超级个体时代"内容创作者大会，发布视频剪辑AI产品"七星Agent"，并公布AI驱动内容分发体系和平台战略。 在AI加速重构内容产业的背景下，短剧成为文化出海的新增长点。 图源企业官方 据悉，北斗智影创始人兼CEO王群斌，连续创业者， 原比邻创始合伙人。创始团队来自京东、爱奇艺、腾讯等互联网公司。 目前，短剧赛道在海外市场的持续高增长，国产短剧正面临出海机遇。 据Sensor Tower统计数据，2025年Q1，全球短剧应用累计内购收入达到近23亿美元，全球短剧应用下载量突破3.7亿次，其中美国、东南亚、拉美等海外市场 表现突出。 不过，当前内容分发市场存在大量作品无法二次变现、桥段同质化严重、公域流量成本高企等诸多困境。 北斗智影是南京智影文化传媒旗下的AI创作者平台，主要面向微短剧出海市场。 此次发布的"七星Agent"集成了多模态识别、智能剪辑、情绪翻译等功能，支持从创意生成到分发的全流程AI协作。平台方面表示，与传统创作流程相比， 七星Agent可以将原本需要 30分钟的视频素材剪辑工作，缩短至3分钟。 与"七星Agent"产品配套的还有内容运营功能，根据热点和实时数据复 ...

在文化出海成为国家战略、白酒全球化进程加速推进的关键节点，五粮液（000858）(000858.SZ)以"和 美文化"为核心，于当地时间7月3日至8日开启了"和美全球行"德国站与塞舌尔站的精彩旅程。 这一次"和美全球行"持续升级，五粮液走进德国、塞舌尔，开展了丰富多彩的系列活动，展示了五粮液 深厚的文化底蕴和卓越的酿造工艺，更通过多元化的合作模式和创新的营销手段，将"和美"文化传递到 世界各地，充分彰显了五粮液作为中国白酒领军品牌，在推动全球不同文明交流融合、和美共生方面的 责任担当与战略眼光。 酒香越山海，"和美"连天下 当"和美全球行"再次升级，五粮液以和美之姿，翩然走向世界舞台，开启了一场文化与酒香交织的传奇 之旅。在这场跨越山海的旅程中，五粮液用"和美"为世界呈现了中国白酒的独特魅力，让"美美与共"的 文化理念在异国他乡绽放光彩。 在德国站，五粮液的活动安排丰富多彩，涵盖了从科技合作到文化交流的多个层面。7月3日，五粮液在 慕尼黑承办川酒全球行活动；7月4日，与西门子签订战略合作协议，双方携手开启赋能"数字五粮液"建 设的新篇章；7月5日，与中国签证申请服务中心合作启动仪式在法兰克福举行，同时开展周末 ...

在品牌出海的浪潮中，独立站成为了众多企业不可忽视的战略要地。然而，独立站是否仅仅是一个可供消费者下单的品牌官方网站？与跨 境电商平台相比，独立站究竟应该如何发挥其独特作用？ 他进一步指出，独立站具有两大核心价值值得中国商家和出海企业深入挖掘。首先，作为自有的店铺，独立站能够自由营造氛围感和互动 感，从而更有效地留住流量。其次，独立站注重流量运营的长尾效应。在流量获取方面，许多企业过于关注新流量和获客拓新，但对于致 力于出海品牌建设的企业而言，流量的运营、沉淀和激活更为重要。 刘元喆分享了一个案例，某品牌企业通过邮件营销实现的营收占比高达40%，远超行业10%的平均水平。邮件营销对复购行为的再激活效果 显著，关键在于精准获取忠实客户并持续进行得力运营。他指出，虽然许多中国卖家更倾向于红人营销或投放广告拉新，但复购的持续发 生同样是品牌发展的重要基石。SHOPLINE内部数据显示，在复购领域，获客成本仅为新客户获取成本的20%甚至10%。这意味着，企业仅 需两成的营销成本就能推动老客户再次下单，这正是独立站运营的独特魅力所在。 在谈及独立站的发展前景时，刘元喆表示，每个行业的发展都会经历挑战，跨境电商也不例外。早 ...

Core Insights - The domestic pet economy has seen significant growth, with 4.474 million related enterprises existing as of April this year, a threefold increase from 2021, and over 77% of these companies established within the last three years [1] - The overseas market is becoming increasingly competitive, particularly in high-value markets like Europe and the US, leading to a downward trend in product prices [1] - Companies are focusing on building brand awareness and user reputation as a long-term strategy to remain competitive in the market [1] Industry Trends - The pet products sector includes various categories such as leashes, cleaning supplies, bedding, feeding utensils, clothing, and toys [2] - Companies are categorized into two main types for overseas expansion: supply chain enterprises that manufacture products for major retailers and new consumer brands that focus on brand building [2][3] - Supply chain companies like Tianyuan Pet have adopted a strategy of participating in international exhibitions and acquiring foreign brands to enhance their market presence [2] Market Dynamics - New consumer brands are targeting Southeast Asia for initial expansion due to its rapid growth and lack of dominant players, allowing them to gain a first-mover advantage [3] - Intense competition has led to price compression in the pet products market, prompting companies to innovate with "AI+" smart pet products to differentiate themselves [3][4] - The global smart pet products market reached $4.2 billion in sales by 2023, with significant price competition emerging as many similar products enter the market [4] Consumer Behavior - The acceptance of smart pet products in overseas markets is currently limited due to product maturity, necessitating ongoing investment and product iteration [5] - Establishing brand awareness in the pet products sector is challenging, as consumer purchasing decisions are often influenced by product effectiveness and perceived value [6] - Companies are encouraged to create standout products to build a positive reputation and gradually establish brand identity, similar to strategies used in the baby products sector [7]

Market Overview - The pharmaceutical sector experienced a significant surge on July 10, with stocks such as Seer Medical, Lianhuan Pharmaceutical, and Kangchen Pharmaceutical hitting the daily limit [1] - Seer Medical recorded a price of 25.61 with a rise of 10.01%, Lianhuan Pharmaceutical reached 13.62 with a 10.02% increase, and Kangchen Pharmaceutical was at 40.68 with a 10.01% gain [2] Key Events - Merck, a major U.S. pharmaceutical company, announced its intention to acquire UK-based Verona Pharma for approximately $10 billion to enhance its product line for chronic obstructive pulmonary disease (COPD) [3] - Former President Trump threatened to impose a 200% tariff on pharmaceuticals, although this may not take effect immediately, allowing pharmaceutical companies a one-year buffer [3] - The National Healthcare Security Administration and the National Health Commission released measures to support the high-quality development of innovative drugs, including 16 initiatives to enhance support for R&D and encourage clinical application [3] Institutional Insights - The trend of Chinese innovative drugs entering international markets is expected to grow over the next 3-5 years, driven by improved innovation capabilities and profitability of Chinese pharmaceutical companies, which will enhance industry valuation levels [4] - The upstream raw material drug sector has seen a valuation adjustment, now positioned at relatively low levels, with the commercialization of GLP-1 products expected to drive growth in upstream peptide raw materials [4] - As the mid-year reporting period approaches, performance metrics will become a focal point for the market, with expectations for continued improvement in innovative drugs and their supply chains [4]

「钛赞了」为钛媒体APP旗下「钛度号」推出的优秀作品评选榜单，每月根据站内文章的人气热度、钛 （态）度观点、内容质量等多维数据，并结合编辑推荐，评选出上月优秀作品。钛媒体APP将给予上榜 作品专属站内外推荐资源，以鼓励更多优质作品的持续产出。 @ 脑洞汽车 获奖作品： 为什么余承东说L3定义不合理？ "自动驾驶是一场惊人的技术变革。每个人都 知道它的爆发力，因此在其实现的前夜必须慎之又慎。但真正的谨慎，是详细、具体、与时 俱进地制定标准，推动产业。" 钛度推荐：技术变了，标准没变，就很恼火。 【TOP 3 】 @ 摩根商研所 本榜单将在钛媒体APP、网站、微信社群等渠道同步发布，月榜也将成为每年年底"钛媒体年度作者"评 选的重要参考。 2025年6月1日—2025年6月30日，「钛赞了」榜单第128期上榜作品为： 【TOP 1】 @ 华商韬略 获奖作品： 中国的垃圾，不够烧了 "从被垃圾围城，到垃圾不够烧，再到企业出海抢着烧垃 圾，我国的垃圾焚烧和地沟油的魔幻转身有着惊人的相似之处，只不过这次不再处于被动的 位置，而是拿到了主场优势。" 钛度推荐：垃圾堆里的淘金热。 【TOP 2】 @ 表外表里 获奖作品： ...

6月28日，在青创成立12周年之际，一场关于"老字号新出海"的签约仪式引发行业关注。拥 有240多年历史的中华老字号童涵春堂与青创旗下"创选"平台达成战略合作，联合推出国潮 养生茶系列，标志着中国传统品牌正以全新模式加速全球化布局。 老字号新出海：携手创选让世界爱上中国品牌 创立于1783年的童涵春堂(隶属复星国际00656.HK)，是中医药文化的重要传承者。在全球化 浪潮下，这家百年老字号面临新课题：既要坚守传统精髓，又要赢得年轻消费群体。"选择 创选，就是选择了一条'老字号年轻化'的捷径。"童涵春堂负责人表示。此次跨界合作，标志 着这家百年老字号正以崭新姿态拥抱年轻消费群体。 童涵春堂选择与创选合作，正是看中创选在品牌年轻化与全球化方面的双重优势。一方面， 创始人张萌的直播间作为"海外品牌中国第一站"，已成功助力加拿大拉曼益生菌、美国 Nutrafol、西班牙Bechi等数十个海外品牌打开中国市场，另一方面，张萌通过孵化海外华人 IP、运营小红书头部账号等，构建了直达年轻消费者的内容生态。 论坛邀请到香港中文大学商学院副院长、管理学教授马旭飞，科特勒咨询集团全球合伙人、 大中华及新加坡CEO曹虎，以及《一 ...

Core Insights - Leap Motor is becoming a preferred choice in the rational consumption era due to its precise positioning and exceptional price-performance ratio [1] Group 1: Sales Performance - In June 2023, Leap Motor delivered 48,006 vehicles, a year-on-year increase of over 138%, with cumulative deliveries exceeding 220,000 units in the first half of the year [1][5] - Leap Motor has maintained over 40,000 monthly deliveries for three consecutive months and has ranked first in the new force sales chart for four months [1][5] - As of June 18, 2023, Leap Motor's cumulative deliveries surpassed 800,000 units, positioning it to potentially become the second new force company to enter the "million club" [5] Group 2: Future Growth Potential - Northeast Securities reports that the upcoming B series models and next year's D and A series models will continuously drive Leap Motor's sales to new heights [4] - According to Credit Lyonnais, Leap Motor is expected to be a major contributor to market share growth in China by 2025, driven by new model launches and upgrades [4] Group 3: International Expansion - Leap Motor has established a global strategic partnership with Stellantis, with an investment of approximately €1.5 billion, marking a significant collaboration between a Chinese new force automaker and a multinational giant [6] - From January to May 2023, Leap Motor ranked first in cumulative export sales among Chinese new force brands, with over 17,200 units sold [6] Group 4: Product Strategy - The Leap Motor C16, a six-seat SUV priced between 150,000 and 200,000 yuan, has become a top choice in its segment, achieving a 70% market share in the under 200,000 yuan category [9][10] - The B10 model, targeting the 100,000 to 150,000 yuan segment, features advanced technology and competitive pricing, enhancing Leap Motor's appeal to a broader consumer base [10] Group 5: Competitive Advantage - Leap Motor's self-research and development capabilities account for over 65% of the vehicle's cost, with an 85% shared component rate within the same series, showcasing its strong cost control and profitability potential [10]

21世纪经济报道记者 高江虹 北京报道 7月9日，从早到晚，位于北京北五环的国家铁道试验中心人流就没断过，站场七八条轨道上排列着30多 种机车、货车、大养机械、磁悬浮列车、工程机械等引起了众多参会者的浓厚兴趣，纷纷打卡拍照，围 着讲解人员问个不停。 21世纪经济报道记者注意到，我国正在运行的最高时速高铁动车组CR400列车当天也在实验中心开放实 车试乘，来自各国的众多参会者兴奋地上车体验，啧啧称赞。 这是第十二届世界高速铁路大会的实地考察环节，从会议现场了解的高铁最新技术，立即能在实验中心 看到正在验证的成品，包括轮轨关系实验、弓网关系实验等六个高精尖实验室。中国高铁以前所未有的 开放态度向各国铁路交通领域同行做了充分展示。这是继2010年后，中国再次举办这一全球铁路领域顶 级盛会。 在国家铁路实验中心的室外实车展示区，CR450AF/BF复兴号动车组无疑是全场最耀眼的"明星"，围着 它们拍摄的人流络绎不绝。作为新一代高速动车组，其采用8辆编组，最高运营时速达到400公里，相较 现在在使用的最新车型，可以实现阻力降低22%，牵引效率提升4%，整体减重10%，能耗降低20%。 "可以说CR450有四个代际特征， ...