豆类 | 日报 投资咨询业务资格：证监许可【2011】1778 号 豆类 豆类油脂 姓名：毕慧 宝城期货投资咨询部 从业资格证号：F0268536 投资咨询证号：Z0011311 电话：0411-84807266 邮箱：bihui@bcqhgs.com 作者声明 本人具有中国期货业协 会授予的期货从业资格证 书，期货投资咨询资格证书， 本人承诺以勤勉的职业态 度，独立、客观地出具本报 告。本报告清晰准确地反映 了本人的研究观点。本人不 会因本报告中的具体推荐意 见或观点而直接或间接接收 到任何形式的报酬。 2025 年 7 月 8 日 豆类油脂 专业研究·创造价值 豆类震荡 棕榈油引领油脂反弹 核心观点 7 月 8 日，豆类震荡，油脂反弹。豆一期价止跌反弹，期价承压于 5 日均 线，资金变化不大；豆二期价止跌反弹，期价承压于 5 日均线压力，资金变 化不大；豆粕期价震荡偏弱，期价承压于 5 日均线，资金变化不大；菜粕期 价震荡偏弱，期价承压于 5 日和 10 日均线压力，资金变化不大。油脂期价震 荡偏强，豆油期价震荡偏强，期价暂获 5 日均线支撑，资金变化不大；棕榈 油期价涨幅超 2%，期价暂获 5 日和 1 ...

Group 1 - The core viewpoint emphasizes the importance of basic research in driving scientific and technological progress, while highlighting the challenges faced by young researchers in this field [1] - Young researchers should focus on finding intersections between academic hotspots and practical issues, particularly in fields like artificial intelligence and healthcare [2] - The strategy of "cold spots within hot topics" can be beneficial, allowing researchers to explore under-explored areas within popular fields [2] Group 2 - A "dual-track" research model is recommended, where researchers can pursue both short-term projects with immediate outputs and long-term core issues [3] - Breaking down long-term goals into smaller, manageable objectives can help maintain progress and yield periodic results [3] - Establishing a personal academic label in a specific niche can enhance a researcher's reputation over time, even in the absence of immediate breakthroughs [3] Group 3 - Effective cross-disciplinary collaboration requires overcoming barriers such as disciplinary silos, communication challenges, and issues related to benefit distribution [4] - Creating a "common language" among collaborators is essential for smooth communication and understanding of different disciplines [4] - Focusing on specific interdisciplinary scientific problems rather than general discussions can lead to more productive collaborations [5]

以下文章来源于内分泌早知道 ，作者关注内分泌的 内分泌早知道 . 深度分享内分泌用药经验、病例剖析、指南专业解读并紧跟国内外内分泌领域前沿进展。 最新一项覆盖中国近6万名2型糖尿病患者的全国性研究揭示，睡眠时间与体重管理存在显著相关性。研究发现，无论是夜间睡眠不 足7小时还是超过8小时，亦或是午睡时长超过1.5小时，都会显著增加肥胖风险，这种影响甚至可能达到翻倍的程度。这种关联性在不 同遗传背景的人群中表现出明显差异，提示基因因素在睡眠与肥胖的复杂关系中扮演着重要角色。 数据表明，糖尿病患者群体中普遍存在睡眠障碍问题，而异常的睡眠模式又会反过来加剧代谢紊乱，形成恶性循环。专家特别强调，相 较于普通人群，2型糖尿病患者对睡眠时长的变化更为敏感，其体重管理更容易受到睡眠质量的影响。这项研究为糖尿病患者的体重管 理提供了新的干预思路，提示临床医生在制定治疗方案时应将睡眠评估纳入常规管理范畴。对于广大糖尿病患者而言，保持7- 8小时的 夜间睡眠和不超过1小时的午睡，可能是控制体重的关键因素之一。 ▍糖胖危机：全球代谢病双重威胁 世界卫生组织最新统计数据显示，全球超重人口已突破19亿，其中肥胖人群高达6.5亿，而糖尿病 ...

最新一期业绩显示，2025年一季报，公司实现营业收入2.72亿元，同比16.63%；净利润9047.18万元， 同比40.92%，销售毛利率83.48%。 序号股票简称PE(TTM)PE(静)市净率总市值(元)13艾德生物31.8135.094.6689.43亿行业平均 51.5849.144.50106.91亿行业中值37.4637.882.5252.26亿1九安医疗10.2610.370.81173.11亿2英科医疗 10.3811.190.92163.97亿3新华医疗14.3313.281.1791.85亿4振德医疗15.3714.490.9855.79亿5奥美医疗 15.4115.101.5855.66亿6山东药玻15.4815.531.78146.46亿7康德莱15.8515.861.3134.16亿8奥泰生物 16.5417.441.3452.74亿9维力医疗16.5917.251.9537.84亿10九强生物16.6315.462.0482.37亿11安杰思 17.7317.942.1552.64亿12三鑫医疗18.8718.883.1042.94亿 来源：金融界 7月8日，艾德生物今日收盘22 ...

诺禾致源688315 时间: 2025年7月8日星期二 趋势方向 主力成本分析 14.63 元 当日主力成本 14.27 元 5日主力成本 13.72 60.64分综合得分 较强 元 20日主力成本 13.84 元 60日主力成本 周期内涨跌停 过去一年内该股 涨停 1次 北向资金数据 | 持股量122.39万股 | 占流通比0.29% | | --- | --- | | 昨日净买入6.66万股 | 昨日增仓比0.016% | | 5日增仓比-0.167% | 20日增仓比-0.076% | 技术面分析 14.37 短期压力位 14.03 短期支撑位 跌停 0 次 14.37 中期压力位 12.86 中期支撑位 股价突破短期压力位，短线有望走强； 股价突破中期压力位，中线有望走强 K线形态 暂无特殊形态 资金流数据 2025年07月08日的资金流向数据方面 | 主力资金净流入41.26万元 | | --- | | 占总成交额0% | | 超大单净流入0.00元 | | 大单净流入41.26万元 | | 散户资金净流出201.07万 | 关联行业/概念板块 医疗服务 2.18%、医疗器械概念 0.97%、基因测 ...

2025 年 7 月 2 日，墨尔本大学的研究人员在国际顶尖学术期刊 Nature 上发表了题为： Rewiring endogenous genes in CAR T cells for tumour-restricted payload delivery 的研究论文。 该研究开创了一种利用 内源性基因启动子 严格控制细胞因子表达的新方法， 增强 CAR-T 细胞抗肿瘤疗 效，并减轻细胞因子表达通常伴随的全身毒性 。例如， NR4A2 启动子 和 RGS16 启动子分别特异性启动 IL-12 和 IL-2 肿瘤部位的表达，从而增强 CAR-T 细胞抗肿瘤效果，并延长肿瘤小鼠模型的长期生存期。 撰文丨王聪 编辑丨王多鱼 排版丨水成文 过继 T 细胞疗法 （ACT） ，包括 TCR 疗法和 CAR-T 细胞疗法，在癌症治疗方面具有令人鼓舞的临床潜 力。特别是，CAR-T 细胞疗法在治疗血液系统恶性肿瘤方面取得了令人瞩目的成效。然而，由于肿瘤微环 境中的免疫抑制、肿瘤抗原异质性以及 CAR-T 细胞向肿瘤迁移受限等多种因素，其在实体瘤治疗中的仍 疗效不足。 此外，治愈后的小鼠表现出对继发性肿瘤的持久免疫力，这表明 ...

Core Viewpoint - The introduction of new pear varieties, particularly "Ningli Early Dew," showcases advancements in breeding techniques aimed at enhancing taste, appearance, and cultivation efficiency in the pear industry [1][2]. Group 1: New Pear Varieties - "Ningli Early Dew" is a new pear variety that matures in late June, which is half a month earlier than traditional early-ripening pears, with a growth period of approximately 90 days from flowering to maturity [1][2]. - The variety has a fruit weight of 280-320 grams and features a small core, providing a sweet and juicy taste experience [1]. - Other new varieties presented include "Ning Early Gold," "Ning Late Green," and a red-skinned pear series, all developed by the Nanjing Agricultural University pear innovation team [1][2]. Group 2: Breeding Techniques - The breeding process for new pear varieties traditionally takes 12 to 15 years; however, the research team has implemented image recognition and machine learning technologies to accelerate this process [2]. - The development of the "Cloud Shang Hou Ji" breeding information platform has standardized data collection and improved the efficiency of new pear variety creation [2]. - The combination of hybrid breeding, bud mutation, and molecular marker selection has significantly enhanced the speed and effectiveness of new variety development [2]. Group 3: Market Impact - The newly introduced varieties cover a range of maturity periods from extremely early to mid-late, ensuring a continuous supply of fresh pears in Jiangsu from late June to early September [4].

Core Viewpoint - The article discusses the increasing interest of wealthy individuals, particularly Li Ka-shing, in longevity technologies as a means to extend life and combat aging, highlighting significant investments in stem cell research and anti-aging products [6][9][16]. Investment in Longevity Technologies - Li Ka-shing sold his family's stake in Shanghai and Huang Pharmaceuticals for 4.5 billion to invest in Israeli company Pluristem, which specializes in mesenchymal stem cell technology aimed at tissue repair and anti-aging [7][12]. - The investment reflects a broader trend among the wealthy to seek solutions for longevity, with Li Ka-shing's actions seen as a personal and strategic move to enhance his own lifespan [9][13]. Historical Context of Investments - Li Ka-shing has a long history of supporting health and longevity initiatives, including a $40 million donation to UC Berkeley for a biomedical center and $10 million for a genomics innovation program [10][12]. - His investment in the NAD+ anti-aging product tru niagen, which he personally endorsed after experiencing positive effects, illustrates his commitment to longevity research [12][16]. Market Potential - The article emphasizes the vast market potential for longevity technologies, driven by the wealthy's desire for extended life, as exemplified by other tech entrepreneurs pursuing extreme measures for youth [13][15]. - Li Ka-shing's investments are positioned as a strategic bet on the future of regenerative medicine and the commercialization of longevity solutions [16].

Core Insights - The article narrates the unique journey of Chen Bang and Aier Eye Hospital, highlighting its transformation from a small startup to a global ophthalmology giant with a market value exceeding 100 billion yuan [2][4]. Group 1: Company History and Development - Chen Bang, born in 1965, transitioned from a military career to various business ventures before founding Aier Eye Hospital in 1997 with an initial capital of 30,000 yuan [2][5]. - The company adopted a "rental equipment + public hospital endorsement" model, focusing on essential services like cataract and myopia correction [5][6]. - Aier Eye Hospital became the first private hospital to go public in China, raising 938 million yuan in 2009, with a revenue of 606 million yuan and a net profit of 92 million yuan that year [8]. Group 2: Financial Performance and Growth Strategy - In 2024, Aier Eye Hospital reported a revenue of 20.983 billion yuan, a year-on-year increase of 3.02%, and a net profit of 3.556 billion yuan, up 5.87% [9]. - The company has expanded its global presence, with overseas revenue accounting for 15% of total income, and growth rates in Europe and Southeast Asia exceeding 30% [9]. - Aier Eye Hospital's strategic plan includes a "10-year 100 billion yuan R&D investment plan," focusing on gene therapy and AI diagnostics [9][10]. Group 3: Challenges and Future Outlook - The company faces challenges such as a goodwill balance of 8.496 billion yuan, representing 24.56% of total assets, and regulatory scrutiny leading to 400 administrative penalties in 2024 [10]. - Aier Eye Hospital aims to enhance its international brand recognition and market share while navigating diverse healthcare policies across countries [10]. - Future initiatives include establishing a research institute in Changsha and collaborating with Huawei to develop AI models for ophthalmology, with a goal of increasing overseas revenue to over 30% by 2030 [10][11].

Core Viewpoint - Bryan Johnson, a Silicon Valley entrepreneur, is dedicated to anti-aging and longevity, investing significantly in various health technologies and practices to reverse his biological age and promote a healthier lifestyle [1][2][3]. Group 1: Personal Journey and Philosophy - Johnson's journey into anti-aging began after selling his company for nearly $1 billion, leading him to explore how to live a more meaningful life [4][5]. - He emphasizes the importance of scientific measurement in health, advocating for a data-driven approach to understanding and improving personal health metrics [12][18]. - The concept of "Don't Die" is framed as a universal call to action, transcending cultural and ideological differences, focusing on the shared human desire to live [26][27]. Group 2: Health Practices and Findings - Johnson follows a strict regimen that includes low-calorie intake, regular exercise, and extensive supplementation, claiming that foundational practices like sleep, diet, and exercise account for 80% of health outcomes [19][21][36]. - He has publicly shared over 60 biomarkers related to health and longevity, aiming to create a measurable standard for health that can be replicated by others [13][34]. - The focus on resting heart rate before bed is highlighted as a key indicator of overall health, with specific recommendations for improving it through lifestyle changes [20][21]. Group 3: Community and Cultural Impact - Johnson has created support groups to foster accountability and community among individuals striving to improve their health, emphasizing the importance of social support in achieving health goals [24][25]. - He aims to shift cultural perceptions around health, making good health practices socially desirable and recognized [23][34]. - The initiative to establish a "Rejuvenation Olympics" encourages experimentation with various therapies to discover effective methods for slowing aging [31][34].