生物医药
Search documents
李强会见乌拉圭总统奥尔西
Xin Hua She· 2026-02-03 11:42
奥尔西表示,今天上午我同习近平主席举行了卓有成效的会晤,一致同意进一步深化两国全面战略 伙伴关系。中国是乌拉圭可持续发展的关键伙伴,乌中关系发展势头强劲,已成为国家之间关系的典 范。乌方坚定恪守一个中国原则,期待同中方密切高层交往和各级别对话,积极参与共建"一带一路", 深化各领域交流合作,更好惠及两国人民。欢迎中国企业赴乌投资兴业。乌方坚定支持习近平主席提出 的系列全球倡议,愿同中方加强多边协调,共同捍卫多边主义,维护联合国宪章宗旨和原则,支持以世 贸组织为核心的多边贸易体制。乌方愿为促进拉共体、南方共同市场对华合作发挥积极作用。 吴政隆参加会见。 李强表示,中乌2023年建立全面战略伙伴关系以来,双方各领域合作加速推进,取得了一系列丰硕 成果。今天上午,习近平主席同总统先生举行会谈,就进一步深化中乌关系达成重要共识。中方愿同乌 方一道遵循两国元首战略引领,在涉及彼此核心利益问题上坚定相互支持,在促进共同发展的道路上积 极分享机遇,推动互利合作走深走实,更好造福两国人民。 李强指出,中方愿同乌方继续坚持开放共赢,加强发展战略对接和市场联通,深挖各领域合作潜 力,进一步发挥互补优势,打造更多务实成果。双方要用 ...
《2025年香港IPO及二级市场白皮书》发布:港股强势复苏,硬科技与生物医药成新引擎
Sou Hu Cai Jing· 2026-02-03 10:12
IPO市场全球夺魁,A+H上市成主力 2026年2月2日,沙利文捷利(深圳)云科技有限公司(活报告/LiveReport大数据)携手捷利交易宝、弗若斯特沙利文及头豹国际,正式发布《2025年香港 IPO市场及二级市场白皮书》。白皮书通过详实的数据与深度的行业洞察,系统回顾2025年港股市场表现,揭示其结构性变化与未来趋势。 2025年,香港IPO市场募资规模达2,867亿港元,同比大幅增长225.9%,重登全球募资榜首。全年共114家企业上市,同比增长62.9%。其中,超大规模IPO (募资超100亿港元)达8家,较2024年增长7倍。 | 规模区间(潜元) | 2023年(家数) | 2024年 (家数) | 2025年(家数) | | --- | --- | --- | --- | | 超大规模(100亿以上) | 0 | 1 | 8 | | 大规模(50-100亿) | 1 | 3 | 4 | | 中规模(20-50亿) | 3 | 2 | 21 | | 小规模(20亿以下) | 64 | 64 | 81 | | 合计 | ୧୫ | 70 | 114 | 来源:《2025年香港IPO市场及二级市场白皮书 ...
美元下跌 金属外强内弱 伦铜涨逾4% 纽银涨超10%沪银跌逾16%
Sou Hu Cai Jing· 2026-02-03 09:46
Metal Market Summary - Domestic base metals experienced a general decline, with only copper rising by 2.6%. Tin led the decline with a drop of 6.7%, while nickel fell by 1.25%. Other metals saw declines of less than 1% [1] - In the aluminum sector, alumina rose by 0.75%, while casting aluminum fell by 1.22%. Lithium carbonate increased by 4.63%, and polysilicon rose by 6.61%. Industrial silicon decreased by 0.62% [1][4] - The black metal sector saw collective declines, with stainless steel and iron ore both dropping over 1%, specifically stainless steel down by 1.77% and iron ore down by 1.14% [1] - Internationally, base metals showed collective gains, with London copper and tin both rising over 4%, specifically copper up by 4.1% and tin by 4.53%. Nickel increased by 3.29%, while aluminum and zinc rose over 1% [1] - Precious metals saw significant increases, with COMEX gold rising by 5.3% and silver by 10.06%. In contrast, domestic silver fell by 16.71%, while domestic gold rose by 0.63% [1][2] Macroeconomic Overview - The Shanghai government set a GDP growth target of around 5% for the year, with public budget revenue expected to grow by 2%. The report emphasizes the importance of modernizing the industrial system and supporting key sectors such as integrated circuits and biomedicine [5] - The People's Bank of China conducted a net withdrawal of 296.5 billion yuan through reverse repos, maintaining the operation rate at 1.40% [5] - The US dollar index fell by 0.17% to 97.44, with discussions around interest rate policies indicating a low probability of rate cuts in the near term [6]
百济神州涨1.64%,成交额6.51亿元,近3日主力净流入-1.06亿
Xin Lang Cai Jing· 2026-02-03 07:45
来源:新浪证券-红岸工作室 2、根据2024年年报,公司海外营收占比为62.85%,受益于人民币贬值。 创新药+人民币贬值受益 1、2025年6月13日互动易:公司是一家全球领先的肿瘤创新治疗公司,为全世界癌症患者研发创新抗肿 瘤药物,提升药物可及性和可负担性。 区间今日近3日近5日近10日近20日主力净流入-1725.95万-1.06亿-1.01亿-2.03亿-4.70亿 主力持仓 2月3日,百济神州涨1.64%,成交额6.51亿元,换手率2.08%,总市值4212.21亿元。 异动分析 (免责声明:分析内容来源于互联网,不构成投资建议,请投资者根据不同行情独立判断) 资金分析 今日主力净流入-1725.95万,占比0.03%,行业排名145/158,连续3日被主力资金减仓;所属行业主力净 流入1.41亿,当前无连续增减仓现象,主力趋势不明显。 该股筹码平均交易成本为290.91元,近期筹码减仓,但减仓程度减缓;目前股价靠近压力位273.67,谨 防压力位处回调,若突破压力位则可能会开启一波上涨行情。 公司简介 资料显示,百济神州有限公司位于北京市昌平区中关村生命科学园科学园路30号,成立日期2010年10 ...
委员分组审议市政协常委会工作报告和提案工作报告 有实干力度 更有为民温度
Jie Fang Ri Bao· 2026-02-03 01:51
Core Viewpoint - The Shanghai Municipal Political Consultative Conference (CPPCC) has made significant contributions to the city's development by actively engaging in various activities and discussions, focusing on key issues such as consumer spending, artificial intelligence, green transformation, and financial openness [1][2]. Group 1: Activities and Engagement - A total of 207 meetings and activities were held, with 3,374 participants involved [1] - The CPPCC received 1,269 proposals, of which 1,046 were officially registered and 1,041 were addressed [1][2] - Over 180 discussion sessions were organized to gather opinions and suggestions for the "14th Five-Year Plan," resulting in more than 1,200 recommendations [1] Group 2: Focus Areas and Future Directions - The CPPCC's work has emphasized practical efforts to address public concerns, including urban safety, health initiatives, and the implementation of people's livelihood projects [2] - There is a strong interest in proposals that focus on high-level technological self-reliance and the transformation of high-tech achievements [2] - Future recommendations include deepening collaboration across different sectors to address small yet significant issues, enhancing the role of the CPPCC as a think tank, and leveraging cultural resources to improve the city's cultural soft power [2]
海辰储能吴祖钰受邀与英国首相进行会面 助力全球清洁能源事业发展
Sou Hu Wang· 2026-02-02 08:32
Group 1 - The UK Prime Minister, Starmer, attended the closing ceremony of the China-UK Entrepreneur Committee meeting, with over 110 representatives from both countries participating [1] - The meeting emphasized collaboration in trade, innovation, tripartite cooperation, and cultural exchange, particularly focusing on clean energy, artificial intelligence, and biomedicine as key areas for development [3] - Starmer expressed the UK's intention to deepen cooperation with China across various sectors, including trade, investment, and technology, aiming to benefit both nations [3] Group 2 - The China-UK Business Forum was held jointly by the China Council for the Promotion of International Trade and the UK government, facilitating dialogue between government representatives and business leaders [5] - During the forum, Starmer met with Wu Zuyu, discussing potential cooperation in the energy storage sector [6] - The UK government announced that Hai Chen Energy's investment in the energy sector would reach £200 million, creating 300 high-quality jobs and enhancing the UK's energy storage capabilities [6]
李忠军会见江苏省青年商会会长朱钰峰
Nan Jing Ri Bao· 2026-02-02 01:38
江苏省青年商会是面向全省工商界青年经营管理者的群众性组织,成立于2003年,现有会员526 名。会谈中,双方表示,将立足南京丰富的科教资源、坚实的产业基础、优良的营商环境,发挥商会联 系广泛的优势,持续深化机器人、人工智能、生物医药、智能制造等领域合作,加快推动更多新技术、 新项目在南京落地,共同打造科技创新和产业创新深度融合新标杆,努力在双向奔赴中实现互利共赢。 2月1日,市长李忠军会见江苏省青年商会会长朱钰峰一行。市委副书记李佰平,团省委书记潘文 卿参加。 ...
开年险资调研忙,生物医药、人工智能等热门领域受关注
Sou Hu Cai Jing· 2026-02-01 11:36
进入2026年,股市实现"开门红",保险资金调研热情高涨,马不停蹄地寻找市场投资机会。东方财富Choice数据显示,截至2月1日,保险公司、 保险资管公司自2026开年来合计调研上市公司751次,涉及数百家上市公司。险资动向一直是市场投资风向标,新的一年,险资看好哪些板块投资 机会,又将有怎样的布局? 数十万亿险资投向何方 尽管2025年投资"成绩单"表现不俗,但保险行业依旧面临在"低利率时期"如何拓宽投资标的、优化投资结构的"必答题"。随着中长端利率中枢持 续下行,寿险业等投资回报率进一步降低,利差损风险加大。当前存款利率在"1时代"徘徊,长期资金对稳定收益的渴求变得前所未有的强烈。 国泰海通证券研报提到,险资将持续巩固债券"压舱石"地位,并逐步向长期地方债与跨境债延伸;权益配比稳步提升,并通过私募证券基金与举 牌等方式加速入市,整体呈现出"债券更追求性价比、权益配置趋强"的趋势。 权益投资方面,险资将显现出怎样的偏好?苏商银行特约研究员付一夫预测,一方面,高股息板块(如银行、公用事业)仍是压舱石;另一方 面,新质生产力相关领域(如人工智能、高端制造、新能源、生物医药)有望获增量配置。政策扶持、技术突破及国 ...
英首相时隔8年再次访华,中英贸易投资签署多项新合作文件
Xin Lang Cai Jing· 2026-01-31 14:20
本报(chinatimes.net.cn)记者张智 北京报道 1月28日至31日,英国首相斯塔默来华进行正式访问。这是时隔8年英国首相再次访华。期间,中英签署 经贸领域多份合作文件,中英经贸合作再次踩下"加速键"。 商务部新闻发言人对包括《华夏时报》在内的记者介绍,1月29日,在国务院总理李强和英国首相斯塔 默的见证下,商务部部长王文涛与英国商贸大臣凯尔共同签署了四项经贸成果文件,从货物贸易、服务 贸易和经贸机制建设三方面同时发力,进一步深化中英经贸关系。不仅如此,两国领导人共见证了签署 经贸、农食、文化、市场监管、执法合作等领域12个政府间合作文件。双方还达成了金融、卫生、传 媒、教育等领域多个合作文件。 对此,李强表示,中英互为重要经贸伙伴,有着广泛共同利益。只要双方坚持相互尊重、相向而行,排 除干扰、开放合作,就能在相互成就中实现共赢、共创繁荣。 忙碌的行程下,一系列合作正在快速达成。 据了解,此次,通过签署《关于开展"共享大市场·出口中国"合作的谅解备忘录》,英国成为"共享大市 场·出口中国"系列活动启动以来,首个和中国签署备忘录的国家,中方已邀请英担任活动的年度主题国 之一。双方将建立"出口中国"合 ...
资讯丨上海三大先导产业母基金发布第三批子基金遴选结果
Sou Hu Cai Jing· 2026-01-30 13:44
Group 1: Fund Selection Results - The Shanghai leading industry mother fund has announced the selection results for the third batch of sub-funds, with 17 sub-funds selected and a total proposed investment amount of 4.71 billion RMB, resulting in a total fund scale of 22.89 billion RMB and a multiple of 4.86 times [1] - In the integrated circuit sector, 4 sub-funds were selected with a total proposed investment of 1.4 billion RMB and a multiple of 5 times. Key players include Chip Alliance Capital and Stone Creek Capital, with a focus on mergers and acquisitions [1] - The biopharmaceutical sector saw 7 sub-funds selected with a total proposed investment of 1.74 billion RMB and a multiple of 3.9 times, featuring funds from DeFu Capital and Ben Cao Capital, targeting gene therapy and synthetic biology [2] - The artificial intelligence sector had 6 sub-funds selected with a total proposed investment of approximately 1.57 billion RMB and an overall multiple of about 5.8 times, focusing on embodied intelligence and AI applications [2] Group 2: Investment Projects - The 4 selected integrated circuit sub-funds provided 41 investment projects in Shanghai, with a total proposed investment exceeding 3 billion RMB, covering areas such as storage, AI chips, and advanced packaging [1] - The 7 selected biopharmaceutical sub-funds offered nearly 30 investment projects in Shanghai, with a total proposed investment exceeding 1 billion RMB, including projects in gene cell therapy and brain-machine interfaces [2] - The 6 selected AI sub-funds provided 44 investment projects in Shanghai, covering key areas like foundational models, robotics, and AI applications, along with 40 projects for attracting businesses [2] Group 3: Corporate Actions - China Oil Capital announced plans to acquire 100% of Yingda Futures for 1.129 billion RMB, with the transaction approved by the State-owned Assets Supervision and Administration Commission [3] - Yingda Futures, established in 1996, has a registered capital of 658 million RMB and operates a nationwide marketing service network [3] - Bank of China Securities has established an artificial intelligence industry investment fund focusing on the AI sector, including hardware, software, and core application technologies [4]