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创新药再迎重磅政策利好,前沿生物、赛力医疗等多股涨停
这一政策也直接"引爆"了创新药板块。截止收盘,创新药板块涨超3%,其中前沿生物、贵州百灵、赛 力医疗等多股涨停,创新药龙头舒泰神更是创下阶段性新高。 7月1日,国家医保局与国家卫生健康委联合制定并印发的《支持创新药高质量发展的若干措施》正式公 布。 《若干措施》从五个方面提出了十六项具体举措,全面覆盖研发、准入、支付、临床使用及出海等关键 环节,为创新药发展提供全链条支持。五大方面具体包括:加大创新药研发支持力度;支持创新药进入 基本医保药品目录和商业健康保险创新药品目录;支持创新药临床应用;提高创新药多元支付能力;强 化保障措施。 再到4月份,政策又再次加码。七部门联合发布《医药工业数智化转型实施方案(2025-2030年)》,明 确提出开展"人工智能赋能医药全产业链"应用试点,推动国产创新药行业跨越式发展。政策暖风频吹, 为行业注入强劲动力。 回顾今年二级市场,创新药无疑是资本市场的热门板块。据统计,截至6月30日收盘,创新药概念股今 年以来平均涨幅达30.28%,远超同期上证指数。其中,舒泰神、三生国健、益方生物-U、泰恩康、荣 昌生物5只个股累计涨幅均超100%。 进入2025年,业绩再次迎来转折点。 ...
警惕!这三类房子正在贬值:得房率低于75%,外立面是真石漆等
Sou Hu Cai Jing· 2025-07-01 11:36
上海好房子的底层逻辑:从"上车"到"住好"的进化 2020-2022年建成的部分楼盘,正因其低得房率(低于75%)、低层高(2.9米以下)而面临贬值风险。例如,宝山某楼盘的89㎡三房,由于走廊过长、飘 窗无法利用,实际使用面积仅65㎡,与隔壁新盘89㎡户型(飘窗赠送,使用面积达80㎡)相比,在同等总价下,老户型已滞销半年。这凸显了购房者需求 的转变,从最初的"上车"已转向对居住品质的追求——"住好"。 这种转变在上海新房市场已清晰可见。过去,100㎡户型的实际使用面积可能只有73㎡。如今,得益于建筑规范的逐步放宽(阳台计容面积标准放宽、设 备平台不计容等),新盘通过三面飘窗、设备平台、阳台半封闭等设计,将120㎡户型的使用面积"送"至160㎡,甚至浦东某新盘的120㎡四房,凭借L型转 角露台和全飘窗设计,实际得房率达到惊人的110%,用刚需的总价买到了改善型的户型。这种"偷面积"的策略,也使得开发商在产品竞争中卷了起来。 公区配套也发生了翻天覆地的变化。过去只有千万豪宅才配备的1500㎡会所、全架空层、健身房、恒温泳池、儿童托管区等,如今已在500万级楼盘中普 及。 头部国央企(如中海、华润)以标准化管控著称 ...
不用等明年元旦,7月1日起,深圳下调存量公积金贷款利率
Nan Fang Du Shi Bao· 2025-07-01 11:36
首套住房套款3.05%,二套3.45%;公寓商贷LPR3.5%+60BP=4.1%;公积金首套2.6%,二套3.075%。 今日起,深圳存量公积金贷款利率正式下调! 5月7日,中国人民银行发布《关于下调个人住房公积金贷款利率的通知》。决定自2025年5月8日起,下 调个人住房公积金贷款利率0.25个百分点,5年以下(含5年)和5年以上首套个人住房公积金贷款利率 分别调整为2.1%和2.6%,5年以下(含5年)和5年以上第二套个人住房公积金贷款利率分别调整为不低 于2.525%和3.075%。 据悉,此次住房公积金贷款利率调整范围既包括新发放的住房公积金贷款,也包括存量住房公积金贷 款。此次利率下调后,新发放的住房公积金贷款将执行新的利率,此前已发放的住房公积金贷款,利率 将在2026年1月1日起下调。 但根据《深圳市住房公积金贷款管理规定》第二十三条规定,公积金贷款发放后,遇国家公积金贷款利 率调整的,公积金中心应当按季度对贷款利率进行调整。这意味着,深圳的存量住房公积金贷款,即于 2025年7月1日起开始执行调整后的利率。 目前深圳最新的房贷利率为: 深圳最新公积金贷款首付政策如下: 首套房:深圳公积金贷款 ...
元亨燃气(00332) - 2025 - 年度业绩
2025-07-01 11:35
香港交易及結算所有限公司及香港聯合交易所有限公司對本公佈之內容概不負責, 對其準確性或完整性亦不發表任何聲明,並明確表示,概不對因本公佈全部或任 何部份內容而產生或因倚賴該等內容而引致之任何損失承擔任何責任。 元亨燃氣控股有限公司(「本公司」)董事(「董事」)會(「董事會」)欣然公佈本公司 及其附屬公司(「本集團」)截至二零二五年三月三十一日止年度之經審核綜合業績, 連同比較數字如下: 1 I. 綜合損益及其他全面收入報表 截至二零二五年三月三十一日止年度 | | | 二零二五年 | 二零二四年 | | --- | --- | --- | --- | | | 附註 | 人民幣千元 | 人民幣千元 | | | | | (經重列) | | 經營業務總額 | | 807,820 | 4,969,826 | | 石油及天然氣銷售合約總額 | | 231,190 | 3,942,794 | | 石油及天然氣購買合約總額 | | (230,450) | (3,918,362) | | 其他收益 | | 576,630 | 1,027,032 | | | 4 | 577,370 | 1,051,464 | | 銷售及服務成 ...
Palantir's $100M Nuclear OS Pact Boosts Bullish Case
MarketBeat· 2025-07-01 11:33
Palantir Technologies TodayPLTRPalantir Technologies$136.32 +5.58 (+4.27%) 52-Week Range$21.23▼$148.22P/E Ratio592.70Price Target$89.32Add to WatchlistIn a week that saw Palantir Technologies Inc. NASDAQ: PLTR stock end the week on a sell-off, the company announced a deal that supports the long-term bullish case for Palantir. Specifically, the company signed a 5-year, $100 million contract with the U.S. government to co-develop what it calls a Nuclear Operating System (NOS). Nuclear energy is being explore ...
Why McCormick Stock Could Soar After Durables Data Surprise
MarketBeat· 2025-07-01 11:33
Core Viewpoint - McCormick & Company is positioned to benefit from increasing durable goods orders in the U.S. economy, presenting an undervalued investment opportunity as economic data improves [2][4][10]. Group 1: Company Overview - McCormick manufactures seasoning mixes and similar products, which are categorized as non-perishable goods, making it a suitable candidate for investment amid rising durable goods orders [2][4]. - The stock has shown a performance increase of up to 5.5% over the past month, indicating positive market momentum [5]. Group 2: Market Conditions - The S&P 500 index is currently over-concentrated in technology stocks, suggesting a potential rotation towards value names in the consumer staples sector, where McCormick operates [2][3]. - Institutional investors, such as T. Rowe Price, have increased their holdings in McCormick by 28.6%, reflecting confidence in the stock's future performance [7][8]. Group 3: Financial Outlook - McCormick's management has reiterated a satisfactory financial outlook for the second quarter of 2025, despite challenges from uncertain trade negotiations [9][10]. - Analysts have set a consensus price target of $84.13 for McCormick, indicating an upside potential of approximately 11.07% from the current price of $75.74 [7][11].
The Shyft Group and Aebi Schmidt Group Announce Successful Completion of Merger, Creating Global Specialty Vehicle Leader
Prnewswire· 2025-07-01 11:31
Company Overview - The merger between Shyft Group, Inc. and Aebi Schmidt Holding AG has been completed, resulting in the formation of Aebi Schmidt Group, a leader in the specialty vehicles sector [1][2] - The combined company reported a pro forma revenue of $1.9 billion and adjusted EBITDA of $148 million for 2024 [4] Leadership and Governance - Barend Fruithof has been appointed as the Group Chief Executive Officer, while James Sharman serves as the Chairman of the Board of Directors [5] - The leadership team combines expertise from both legacy organizations to ensure effective integration and performance [5] Market Position and Strategy - Aebi Schmidt Group is positioned as a differentiated global leader with expanded reach across North America and Europe, complemented by enhanced operational capabilities [2][3] - The merger aims to accelerate innovation and enhance global market leadership, focusing on delivering customer-driven solutions [3] Stock and Trading Information - Shares of Aebi Schmidt Group are set to begin trading on NASDAQ under the ticker symbols "AEBIV" on a "when-issued" basis and "AEBI" on a "regular-way" basis starting July 1 and July 2, 2025, respectively [2] - Shyft's common stock has been delisted from NASDAQ as part of the merger process [6][7]
Nike: Path To Recovery In Motion
Seeking Alpha· 2025-07-01 11:30
Group 1 - Nike is currently on a path to recovery, indicating ongoing progress for the brand [1] - The company is recognized as one of the most iconic brands in the market [1] Group 2 - The article emphasizes the importance of individual due diligence for investors [1]
FinWise Bancorp to Host Second Quarter 2025 Earnings Conference Call and Webcast on Thursday, July 24, 2025
Globenewswire· 2025-07-01 11:30
MURRAY, Utah, July 01, 2025 (GLOBE NEWSWIRE) -- FinWise Bancorp (NASDAQ: FINW) (“FinWise” or the “Company”), the parent company of FinWise Bank, today announced that it will report its second quarter 2025 results and host a conference call and webcast after the market close on Thursday, July 24, 2025. Conference Call Information The conference call will be held at 5:00 p.m. ET to discuss financial results for the second quarter of 2025. The dial-in number is 1-877-423-9813 (toll-free) or 1-201-689-8573 (int ...
Sonoco To Report Second Quarter 2025 Results
Globenewswire· 2025-07-01 11:30
Company Overview - Sonoco Products Company is a global leader in high-value sustainable packaging, founded in 1899 [4] - The company operates in 285 locations across 40 countries, employing approximately 23,400 people [4] - Sonoco focuses on value-added, sustainable metal and fiber consumer and industrial packaging [4] - The company was recognized as one of America's Most Trustworthy and Responsible Companies by Newsweek in 2025 [4] Upcoming Earnings Announcement - Sonoco will announce its second quarter 2025 results on July 23, 2025, after market close [1] - A conference call to discuss these results is scheduled for July 24, 2025, at 9:00 a.m. Eastern Time [1][3] - A live audio webcast of the call will be available on the Sonoco Investor Relations website, with a replay accessible for at least 30 days [2]