Group 1 - The core issue in cancer research is that some tumor cells can evade the immune system, making traditional immunotherapy ineffective [1] - A research team from Peking University has developed a protein-targeted degradation technology that forces hidden tumor cells to reveal themselves, providing a new approach to overcoming cancer immune tolerance [1] Group 2 - Relevant A-share concept stocks include Innovent Biologics and Hecolin Pharmaceutical [2]

Group 1: Sodium Battery - The China Chemical and Physical Power Industry Association has approved the release of the group standard for sodium-ion batteries for energy storage, marking a new phase of standardization in this field [1] - Sodium-ion batteries are expected to accelerate from laboratory testing to large-scale applications due to their abundant resources, low cost, and high safety [1] - The global shipment of sodium-ion batteries is projected to exceed 347 GWh by 2030, with a compound annual growth rate of 58.1% [1] Group 2: Commercial Aerospace - Arrow Yuan Technology has begun construction on China's first offshore reusable rocket production base with a total investment of 5.2 billion yuan [2] - The reusable rocket market is anticipated to experience explosive growth, with 2026 expected to be the "Year of Rocket Reusability," significantly reducing launch costs [2] - If recovery technology breakthroughs occur by 2026, China could establish a satellite constellation by 2030, unlocking trillion-dollar markets in space internet and remote sensing [2] Group 3: Medical Research - A team from Peking University has developed a protein-targeted degradation technology that can expose tumor cells that evade the immune system, transforming them from "invisible enemies" to "intelligence messengers" [3] Group 4: Water Resources - The Chinese government is accelerating the construction of the national water network, with significant investment opportunities in the water resources engineering sector [3] - The water resources engineering construction industry is expected to maintain a compound annual growth rate of 8.5% from 2025 to 2030, reaching a market size of over 2.2 trillion yuan by 2030 [3] Group 5: Controlled Nuclear Fusion - The new Atomic Energy Law of the People's Republic of China will take effect on January 15, 2026, encouraging and supporting controlled nuclear fusion research [4] - The global fusion market is expected to exceed 100 billion USD by 2030, driven by significant domestic and international developments in the sector [4]

经济观察网 据"北京大学"官方微信公众号，撕掉肿瘤的"隐身衣"，唤醒人体内沉睡的"免疫大军"，北京 大学化学与分子工程学院陈鹏团队首次提出"降解疫苗"新策略，为攻克癌症免疫耐受医学难题提供新路 径。今天凌晨，成果于《自然》（Nature）在线发表。 北京大学陈鹏团队，联合席建忠团队以及深圳湾实验室团队，利用蛋白靶向降解技术，对肿瘤细胞巧 施"特洛伊木马"计，将特殊的多功能分子送入敌营，迫使这些隐身的癌细胞主动交出"投名状"，让它们 从"隐形敌军"变为"情报信使"，打破了这场旷日持久的僵局。 ...

Core Viewpoint - The article discusses the development and potential of protein-targeting degradation technologies, particularly focusing on PROTAC and the newly developed FRTAC, which targets membrane proteins for degradation, showing promise in cancer treatment [1][9]. Group 1: PROTAC and Related Technologies - PROTAC (Proteolysis Targeting Chimeras) utilizes ubiquitin ligases to promote the degradation of pathogenic proteins, making previously "undruggable" proteins viable therapeutic targets [1]. - Several PROTAC drugs are in clinical trials, with Vepdegestrant targeting estrogen receptors recently releasing phase 3 trial results, indicating a potential market entry soon [1]. - Other technologies like LYTAC (Lysosome-Targeting Chimeras) and AUTAC (Autophagy-Targeting Chimeras) have been developed, with LYTAC focusing on secreted and membrane proteins, which constitute about 40% of the human proteome [1]. Group 2: FRTAC Development - A new platform called FRTAC (Folate Receptor-Targeting Degraders) has been developed, which targets membrane proteins for lysosomal degradation using the folate receptor α (FRα) as a transport receptor [3][5]. - FRTAC shows selective internalization in cancer cells overexpressing FRα, effectively transporting target proteins to lysosomes for degradation [5]. - The optimized FRTAC demonstrates sub-nanomolar efficacy in clearing membrane proteins, with its effectiveness dependent on FRα expression and lysosomal activity [5]. Group 3: Applications and Efficacy - The research team constructed FRTACs targeting EGFR and PD-L1, with FR-Ctx inhibiting cancer cell proliferation and FR-Atz enhancing T cell-mediated cytotoxicity against tumor cells [7]. - In mouse models of prostate cancer and humanized melanoma, FR-Atz exhibited strong in vivo PD-L1 targeting degradation efficiency, reprogramming the tumor microenvironment from immunosuppressive to immunostimulatory, outperforming traditional antibody drugs [8]. - Overall, FRTAC can target tumor sites with high affinity and sub-nanomolar activity to degrade membrane proteins, indicating a promising application in cancer therapy [9].