Group 1: ESG Disclosure and Policy Developments - The Ministry of Finance has released ESG disclosure application guidelines, emphasizing the "dual importance" of ESG disclosures [1] - The Ministry of Ecology and Environment has introduced new standards to address climate change, with China's installed capacity of wind and solar surpassing that of thermal power [1] - 22 securities firms have fully disclosed their ESG reports, indicating a growing trend in ESG practices among companies [1] Group 2: Low-Carbon Technologies and Initiatives - Over 20 low-carbon technologies were showcased during the National Low Carbon Day event, including ozone catalytic decomposition materials and low-cost green transformation technologies for traditional water-cooled data centers [2] - The National Key Promotion of Low-Carbon Technologies Directory (fifth batch) highlights significant carbon reduction effects of these technologies [2] Group 3: Climate Change Projections - The China Meteorological Administration predicts that 2025 is likely to be one of the three warmest years on record, with a possibility of exceeding the global average temperature record set in 2024 [3] - The National Climate Center will enhance global climate system monitoring to provide timely and accurate information for addressing climate change [3] Group 4: ESG Reporting in Transportation Sector - The ESG report for the transportation sector reveals a 64% disclosure rate among 244 sample companies, up from 55.73% in 2023 [4] - 90% of the companies rated in the report achieved BB rating or above, indicating improved ESG performance [4] - The report suggests that while many companies have established basic risk identification mechanisms, their ability to recognize and capitalize on opportunities in green finance and intelligent transformation remains weak [4] Group 5: Textile Industry Climate Goals - The China National Textile and Apparel Council reports that 90% of textile companies have set climate goals, up from 83% two years ago [5] - 67% of companies have processes to identify, assess, and respond to climate risks and opportunities, while 51% are engaged in value chain carbon reduction [5] - Challenges remain for small and medium enterprises in carbon reduction capabilities and renewable energy adoption due to high costs and insufficient standards for carbon footprint accounting [5] Group 6: ESG Investment Performance - As of June 26, nearly all 40 ESG-themed funds have achieved positive returns this year, with an average return of 13.38% over the past year [6] - The average return over the past two years for these funds is 6.5%, indicating strong performance in a volatile market [6] - Active ESG funds have outperformed passive ones, although passive products are more numerous [7]

ARCT-810 Overview - Arcturus is a commercial mRNA medicines company with a pipeline of multiple therapeutic candidates in advanced clinical trial development[7] - ARCT-810 aims to restore OTC enzyme function, potentially preventing neurological damage and the need for liver transplantation in Ornithine Transcarbamylase (OTC) Deficiency patients[9] - ARCT-810 has received Orphan Drug Designation (FDA), Orphan Medicinal Product Designation (EMA), Fast Track Designation (FDA), and Rare Pediatric Disease Designation (FDA)[14, 15, 16, 17] Clinical Trial Results - European Phase 2 study (N = 8; 6 ARCT-810 / 2 placebo) is completed, and the U S Phase 2 study (N = 3 completed to date) is ongoing[20] - Combined analysis of both Phase 2 studies showed mean glutamine levels decreased significantly (N = 8, p-value = 0 0055)[25] - In the Phase 2 Open-label U S Study, mean glutamine levels decreased significantly (N = 3, p-value = 0 004), with all subjects achieving normal levels after three administrations[28] - Interim Phase 2 data from the U S Open Label Study (N = 3) showed a mean RUF (relative ureagenesis function) increase of +14 7% from baseline to 28 days post-fifth dose, from 29 0% (SD 9 1%) to 43 7% (SD 21 7%), which is statistically significant (p-value = 0 026)[31] Safety and Tolerability - ARCT-810 was generally safe and well-tolerated in Phase 2 studies at all tested dose levels, comprising 40 participants to date, including 20 OTC deficient participants[34, 35] KOL Insights - Glutamine rises earlier than ammonia in OTC deficiency and has lower variability, making it a reliable indicator of urea cycle stress[47] - 15N-Ureagenesis assay directly reflects cycle function, providing a clear readout of therapeutic efficacy[47]

Clinical Assets & Pipeline - Bosakitug (ATI-045) is a uniquely potent monoclonal antibody targeting TSLP, currently in a two-arm placebo-controlled Phase 2 trial initiated in Q2 2025 [6] - ATI-052, a bispecific antibody targeting both TSLP and IL-4R, has initiated a Phase 1a/1b SAD/MAD program in Q2 2025 [6] - ATI-2138, a potent and selective oral inhibitor of ITK/JAK3, expects top-line results from a Phase 2a OL trial in July 2025 [6] - The company is conducting discovery/preclinical evaluation for novel ITK inhibitors and BsAbs, with new INDs expected to start in 2026 [6] - Aclaris expects Phase 2a top-line results for ATI-2138 in Atopic Dermatitis in July 2025 [8, 11] Financial Position - Aclaris has a strong balance sheet and is expected to fund operations through the first half of 2028 [6] - The company anticipates opportunities for additional non-dilutive financing and development partners [6] - As of Q1 2025, Aclaris has $1905 million in cash, cash equivalents, and marketable securities [86] Bosakitug (ATI-045) Data - Bosakitug is reported to be >60x more potent than Tezepelumab in hPBMC CCL17 Inhibition [17] - Phase 2a trial data showed that 94% of patients achieved EASI 75 at Week 26 [37] - Phase 2a trial data showed that 65% of patients achieved EASI 90 at Week 26 [37] - Phase 2a trial data showed that 24% of patients achieved EASI 100 at Week 26 [37] - Phase 2a trial data showed that 88% of patients achieved IGA 0/1 at Week 26 [37] ATI-052 Data - ATI-052 is reported to be 3-5x more potent than the combination of Tezepelumab + Dupilumab on CCL17 release [54]

证券研究报告 | 2025年07月01日 小米集团-W（01810.HK） 发布小米 YU7 及 AI 眼镜等产品，进一步完善人车家全生态 公司研究·海外公司快评 电子·消费电子 投资评级：优于大市（维持） | 证券分析师： | 胡剑 | 021-60893306 | hujian1@guosen.com.cn | 执证编码：S0980521080001 | | --- | --- | --- | --- | --- | | 证券分析师： | 张伦可 | 0755-81982651 | zhanglunke@guosen.com.cn | 执证编码：S0980521120004 | | 证券分析师： | 唐旭霞 | 0755-81981814 | tangxx@guosen.com.cn | 执证编码：S0980519080002 | | 联系人： | 连欣然 | 010-88005482 | lianxinran@guosen.com.cn | | | 联系人： | 刘子谭 | | liuzitan@guosen.com.cn | | 事项： 6 月 26 日晚，公司召开人车家全生态发布会，正式发布小米 Y ...

Group 1 - AI Prime & Cy S.C.A., an Advent International company, has announced the pricing of an accelerated placing of 17.5 million ordinary shares in InPost S.A., representing approximately 3.5% of the company's existing share capital, at a price of EUR 13.25 per share [2][3] - Following the settlement of the placing, Advent International's total ownership interest in InPost S.A. will increase to approximately 6.5%, with settlement expected on July 3, 2025 [3] - The company will not receive any proceeds from this placing [4] Group 2 - Barclays Bank PLC acted as the Sole Global Co-ordinator and Bookrunner for the placing [3] - The remaining shares held by AI Prime will be subject to a 60-day lock-up period from the settlement date, with customary exemptions [3]

根据基金公告，红利港股ETF（159331）官宣本月分红0.2%，权益登记日为7月3日，现金红利发放日为 7月8日。 值得关注的是，红利港股ETF（159331）自上市以来已经连续11个月进行分红，或又成为一只月月分红 基金。 进入三季度后，宏观支撑可能会迎来一个空窗期。另一方面，短期海外扰动明显增加。7月初，美债集 中到期，美国对其他国家对等关税豁免期结束，这些事件的走向将带来较大的不确定性。此外，中东的 地缘扰动仍有加剧风险，但此类事件性交易难度偏高，窗口相对短暂，建议投资者回避。市场整体风险 偏好降低后，红利风格有望维持较好表现。 感兴趣的投资者可以关注红利港股ETF（159331），没有股票账户的投资者可以关注红利港股ETF联接 基金（联接 A：022274；联接 C：022275）。 注：市场观点随市场环境变化而变动，不构成任何投资建议或承诺。本月分红0.2%指每份分红0.0025 元/基准日单位净值1.2642的比例。 风险提示：提及基金属于股票型基金，其预期收益及预期风险水平高于混合型基金、债券型基金和货币 市场基金。本基金为指数型基金，主要采用完全复制策略，其风险收益特征与标的指数所表征的市场 ...

来源：中国网 近日，在全球化人才竞争格局深刻演变的时代大背景下，由国际人才组织联合会（AGTO）等机构联合 主办，北京市人才工作局、通州区委区政府支持的"2025全球人才峰会"在北京城市副中心盛大开幕。本 次峰会旨在落实全球发展倡议，建设全球人才的对话、协调、合作机制，打造一个互联互通、资源聚集 的合作平台。会上汇聚了国内外知名的人才流动研究专家、国际组织代表、专业人才协会负责人、国际 猎头公司高管、智库专家及政府人力资源部门等各界人士，共同探讨全球人才发展新趋势与合作新路 径。 本届峰会重点围绕"AI时代的人才需求与培训体系革新"等多个重点人才议题，聚焦人工智能快速发展背 景下，全球人才需求的变化与教育培养体系的转型路径。为更好塑造包容开放的全球人才架构，峰会开 幕式上，服务海归人才创新创业的综合性平台——"今日海归"项目正式发布。 "今日海归"创始人吴菁发表了主旨演讲。根据数据显示，2024年留学生回国求职人数同比增长 20%，"归国潮"持续升温。伴随着国际人才流动模式的更新迭代与多元认知的流动重组，海归人才也从 单一的"技术输入者"逐步进阶为"创新要素整合者"，而赋能海归创新创业的关键要点正在于构建良好 ...

中新网杭州7月1日电(奚金燕)据浙江省市场监管局1日消息，针对当前互联网互动广告通过大转盘、开 福袋、砸金蛋、发红包等营销推广活动，为商家引流，设置消费陷阱，利用默认勾选和沉默授权获利等 问题，浙江发布并推行《互联网互动广告和宣传风控法务指引(试行)》(以下简称《指引》)，创新平台 治理模式、强化消费者权益保护。 近年来，随着平台经济的高速发展和数字技术的迭代升级，互联网广告成为数字技术应用早、实施效果 好、盈利转换率高的应用场景之一。 2024年浙江省以互联网广告为代表的数字广告业务收入达1323.21亿元，占其广告业务收入的比重达 81.93%。 然而，在行业迅猛发展的同时，自动跳转、诱导消费、技术滥用、弹窗干扰等问题时有发生，严重影响 消费者体验，并存在引发侵害消费者权益的违法违规风险。 来源：中国新闻网 据悉，常见的互动广告和宣传违法行为主要有：通过大转盘、开福袋、砸金蛋、发红包等活动，以高中 奖率吸引消费者参加，而中奖页面实为商家引流；互动活动展示商品与实际商品不符；平台经营者知道 或者应当知道平台内经营者开展的互动广告和宣传有侵害消费者合法权益行为，但未依法采取必要措施 等。 为保护消费者的合法权 ...

7月第一天，A股科技板块迎开门红。 今日，芯片产业链开盘集体起舞，光刻机、光刻胶、先进封装等方向领涨，不过盘中冲高后又回落。 截至发稿，凯美特气2连板，海立股份、旭光电子涨停，蓝英装备涨超16%，久日新材涨超5%。 | 代码 | 名称 | 现价 | 涨跌 | 张唱 | 总市值 | | --- | --- | --- | --- | --- | --- | | 300293 | 蓝英装备 | 29.29 | +4.15 | +16.51% | 99.13 7. | | 665ZDD | 凯美特气 | 11.33 | +1.03 | +10.00% | 78.78 7. | | 600619 | 海立股份 | 12.55 | +1.14 | +9.99% | 134.747 | | 600353 | 旭光电子 | 14.67 | +1.33 | +9.97% | 121.87 | | 688199 | 久日新材 | 24.79 | +1.19 | +5.04% | 39.97 乙 | | 002816 | *ST和科 | 19.18 | +0.91 | +4.98% | 19.18 Z | | 300260 | ...

IT之家 7 月 1 日消息，特斯拉公司首席执行官埃隆・马斯克暗示，特斯拉可能在未来一两个月内开始逐步减少其自动驾驶出租车（Robotaxi）中的安全监督 员。 目前，特斯拉的自动驾驶出租车配备了安全监督员，这些员工坐在副驾驶座位上，以确保在无人驾驶的早期运营阶段，乘客的安全得到保障。上个月，特斯 拉在奥斯汀推出了其自动驾驶出租车车队，经过八天的运营，从乘客拍摄的视频和评论来看，这些无人驾驶车辆的安全性、准确性和协调性都得到了验证。 尽管在运营过程中出现了一些小问题，但并未对乘客安全构成威胁。 根据乘客的反馈，绝大多数的行程中，自动驾驶系统都无需人工干预。上周，有外媒报道 Robotaxi 首次出现人工干预的情况：一名安全监督员不得不介 入，以避免与一辆 UPS 快递卡车发生碰撞。当时，特斯拉和 UPS 卡车都试图停在同一街边停车位上，特斯拉开始转弯进入车位，而 UPS 司机则将卡车驶 入了这个比卡车小得多的车位。这一事件更多是由于人类司机的失误，而非自动驾驶系统的问题。然而，这也反映出无人驾驶汽车在未来运营中需要应对人 类司机的不可预测行为。 除了这一次干预外，IT之家注意到还有一次由于阳光直射导致特斯拉异 ...