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中泰国际每日晨讯-20250715
ZHONGTAI INTERNATIONAL SECURITIES· 2025-07-15 01:33
2025 年 7 月 15 日 星期二 每日大市点评 7 月 14 日,港股大盘窄幅波动,恒生指数日内高低波幅仅 167 点,最终上升 64 点或 0.3%,收报 24,203 点。恒生科指上 升 0.7%,收报 5,283 点。大市成交金额减少至 2,104 亿港元,港股通净流入 82 亿港元。尽管大盘缺乏方向,但港股内部 热度尚可,主板多达 1,070 只股票上升,上升板块占多数,题材股及政策受惠股表现活跃,国泰君安国际(1788 HK)、巨 星传奇(6683 HK)、健康之路(2587 HK)等中小型股再打入 20 大成交活跃榜。生物医药、能源及材料板块表现突出,三生 制药(1530 HK)再升 12.2%,博安生物(6955 HK)也大升 22.3%。恒瑞医药(1276 HK)盘中一度升接近 9%,高见 78.8 港元, 再创 H 股上市以来新高,收市仍上升 3.4%。化工、造纸、铜矿及其他有色金属等细分行业继续受惠"去产能"政策的憧 憬。前期表现较"落后"的 AI 产业及机器人相关股份造好,金山云(3896 HK)、万国数据(9698 HK)及优必选(9880 HK)分 别升 2.9%至 8.5%不 ...
我省印发行动方案,推动生物制造产业高质量发展
Hai Nan Ri Bao· 2025-07-15 01:00
《行动方案》结合我省资源禀赋、产业发展基础、区位自然条件、自贸港政策制度优势等,科学确 定了我省生物制造产业立体布局、发展方向,提出了未来三年"5+8+N"发展路径,即聚焦"海洋生物制 造、生物育种"两大特色创新,重点在"生物医药、生物食品、生物农业、生物材料、生物化工与能 源"五大领域发力;围绕"技术创新-成果转化-企业培育-产业发展"主线,实施"高能级创新平台体系构 建、核心技术攻关、信息技术与生物技术融合赋能、加速创新成果转化、特色产业链创建、企业梯度培 育、标志性产品培塑和市场发展环境提升"等八大任务攻坚行动;因地制宜发展若干特色产业链,引育 一批龙头骨干企业,构建良好的生物制造产业创新发展生态。 《行动方案》明确,今年底,组建海洋生物制造创新中心,培育若干个标志性产品,谋划一批中试 及重点产业链项目。到2027年底,力争形成以海口、三亚为"双核",儋州、琼海为"两翼",联动定安、 文昌、澄迈等多个市县的"双核两翼多点"产业空间布局,呈现全省"重点产业清晰、地域特色鲜明、产 业规模领先、产业链完整"的互补发展格局,实现生物制造产业产值超百亿元,提升海南生物制造产业 的成色度。 我省印发行动方案,推动生 ...
活力张家港 “才”聚创新城
Su Zhou Ri Bao· 2025-07-15 00:08
Group 1: Talent Attraction and Development - Zhangjiagang has attracted over 5,000 technology projects and more than 1,400 leading talents at the municipal level in the past three years, with a national-level talent increase of 45 last year, achieving a three-year doubling effect [1] - The city has hosted over 3,500 high-level talents and more than 1,600 quality projects through the "Elite Entrepreneurship Week" platform, showcasing its commitment to becoming a talent-friendly city [1][2] - The total talent pool in Zhangjiagang has surpassed 490,000, including 46,000 high-level talents and 132,000 skilled talents, indicating a strong human resource base for future development [3] Group 2: Innovative Projects and Collaborations - The city is focusing on attracting high-quality projects in cutting-edge fields such as artificial intelligence and advanced manufacturing, exemplified by a project that uses AI to enhance traditional manufacturing efficiency [2] - Zhangjiagang has launched a global cooperation plan that integrates industry funds, talent agencies, and innovation platforms to attract high-level talents [3] Group 3: Supportive Policies and Infrastructure - Zhangjiagang has introduced a comprehensive talent policy system addressing key concerns such as housing, financial support, and educational opportunities for talents [5] - The city has implemented a housing subsidy program for talents, with a total of over 40 million yuan distributed in housing vouchers since the policy's introduction [6] - Plans are in place to add 10,000 high-quality talent apartments by 2026, along with the development of talent parks and community spaces to enhance the living experience for talents [7][8] Group 4: Quality of Life and Community Engagement - Zhangjiagang offers a clean and organized urban environment, with efficient public services and amenities that contribute to a high quality of life for residents [6] - The city provides various life guarantees, including healthcare, insurance, and educational support for the children of talents, fostering a supportive community [8]
第十七届苏州国际精英创业周圆满收官
Su Zhou Ri Bao· 2025-07-15 00:08
今年,创业周主会场开幕式首次与高校技术转移转化大会、第二届苏州国际科创大会合并举办,并 举办高校技术转移转化成果对接展,统筹推进教育、科技、人才一体发展。超1700名海内外嘉宾参会, 诺贝尔奖得主,超百位海内外院士,百余所海内外高校领导出席。开幕式上,苏州市"百亿人才基金"正 式成立,同步设立人工智能、低空经济、生物医药、文化创意、青年创业等子基金,重点投向领军人 才、赛事选手、初创企业和硬科技。创业周期间,全流程智能招聘平台、人才政策智能匹配平台、人才 综合服务平台3个"AI+"工作平台发布,助力人才便捷找工作、精准查政策、快速享服务。 8日至12日,2025年(第十七届)苏州国际精英创业周活动举行,吸引各路英才奔赴而来。最新统 计数据显示,本届创业周市县两级意向合作项目达2388个,其中创业投资项目2267个,创新合作项目 121个。 本届创业周,4000平方米的2025高校技术转移转化成果对接展集结24所高校、41家企业、苏州科技 商学院,展出超1300项科技成果,吸引4200余人观展洽谈,4000余名苏州学子前来观摩学习。苏州联合 教育部留学服务中心举办首届"春晖创新训练营",吸引百余名海外人才线下参 ...
中原有城“势”已成——写在中原医学科学城建设两周年之际
He Nan Ri Bao· 2025-07-14 23:40
2023年7月15日,省委、省政府站位高远、前瞻谋局,重建河南省医学科学院、一体打造中原医学科学 城(以下简称"中原医科城"),拉开了中原医科城建设的大幕。 两年建设发展,中原医科城"城"势而上,聚变升级。 集聚之势澎湃——顶尖科研机构、高端医疗企业、一流创新人才加速汇聚,形成生物医药与健康产业 的"强磁场"。 协同之势强劲——产学研医深度融合,基础研究、临床转化、产业应用全链条贯通,创新生态活力迸 发。 领先之势凸显——突破关键技术、抢占行业高地,在基因治疗、智能医疗、新药研发等领域引领风向。 三"势"联动,一座辐射全国、面向全球的医学创新标杆之城,正以澎湃动能在郑州航空港经济综合实验 区这片热土强势崛起! 集聚之势"加速度" 将一组血液样本无序放入设备,只需轻轻按键,便可实现自动分类、自动检测、自动生成数据……华润 医学诊断技术(河南)有限公司全自动实验室流水线"威力"大,可开展肿瘤早筛等2000余项检测项目, 日检测能力达万份样本。 政策集聚、数据集聚、成果集聚……2024年9月,在第41届全国医药工业信息年会上,中原医科城荣获 全国"最具投资潜力的生物医药大健康产业新城"称号——随着龙头企业、领军人物 ...
上海市工商联举办媒体采风活动 解码松江创新创业生态
Zhong Guo Xin Wen Wang· 2025-07-14 21:00
活动现场,上海市工商联发布了2025年度创新创业专题宣传片。宣传片通过"点亮梦想、学成归国、厚 积薄发、扬帆出海"四个篇章,呈现上海创新创业生态,突出营商环境优势,展示城市魅力。 采风活动通过走访参观与座谈交流相结合的方式,呈现松江经开区在优化营商环境、赋能民营经济中的 创新实践。上海市工商联党组成员、副主席汪剑明,松江区委常委、统战部部长朱大章,松江区委常 委、宣传部部长顾建斌参加活动。 中新网上海7月14日电(范宇斌)近日,2025年度上海市工商联媒体采风活动在上海市松江经开区正泰智 电港举行。该活动以"双向奔赴的创新创业生态"为主题,旨在搭建媒体与民营企业对接桥梁,发掘优秀 企业典型,进一步营造全社会关心、支持、促进民营经济发展的良好氛围。 松江区委统战部副部长、松江区工商联党组书记沈伟表示,作为上海高端制造业主阵地和科创中心重要 承载区,松江区坚持以开放的姿态拥抱创新、以务实的举措赋能创业。 在企业交流环节,正泰智电港、上海世纪利通、尼信电子、强昕鼎益、快思瑞科技、泰氢晨能源、睿速 创生医疗、睿植康医疗等企业代表分享了在松江的创业故事与深刻感悟。(完) (文章来源:中国新闻网) 活动现场。范宇斌摄 采 ...
创投市场频现“A+++”
Shang Hai Zheng Quan Bao· 2025-07-14 18:29
近日,浦东创投集团参与完成上海恩凯细胞技术有限公司(简称"恩凯赛药")A+++轮融资。恩凯赛药 募集资金将用于推进核心产品临床试验及新产品管线开发,加速NK细胞药物临床转化。 ◎记者 邓贞 谭镕 上海证券报记者梳理发现,创投市场近年频现"+++"甚至"++++""+++++"轮次,集中出现在半导体、生 物医药、具身智能、低空经济等赛道。部分创业企业难以一次性满足下一轮融资门槛,技术研发与商业 化验证周期长,遂通过多次"+轮"融资延长发展周期;同时,一级市场估值推高迹象明显,机构出手谨 慎却不愿错失好项目,于是以"小步快跑"方式完成融资。 在受访专家看来,"+轮"密集出现,意味着企业原本完整的一轮融资被拆分为两次甚至多次完成,融资 周期被动拉长。 机构出手谨慎 对于这些获得市场青睐的创业企业而言,原本拿一笔钱就能走完一个阶段的周期,为何如今却需要多次 融资? 茹华杰介绍,按照以往对融资轮次的界定,A、B、C、D轮标准明确,代表着企业不同的发展阶段。不 同轮次间往往代表着里程碑式事件的达成,并且在估值逻辑和估值水平上有显著差异。 "++轮"融资扎堆 近两年,Pre-A+、A+、A++、B+、B++等案例屡见不鲜。 ...
香港发出首个正式的士车队牌照;深圳私募创投在投本金超9700亿元丨大湾区财经早参
Mei Ri Jing Ji Xin Wen· 2025-07-14 17:15
Group 1: Investment and Financial Trends - As of the end of April this year, Shenzhen's private equity and venture capital funds have invested in 20,400 projects, targeting 12,500 companies nationwide, with a total investment amount of 970.275 billion yuan, showing a year-on-year increase of over 2% in early-stage, small, and hard technology projects [1] - The number of projects directed towards early-stage technology companies and the corresponding investment amount have increased by 3.89% and 3.93% year-on-year, respectively [1] Group 2: Transportation and Technology Innovations - The Hong Kong government has issued its first official taxi fleet license to Star Taxi Service Company for a period of five years, allowing the fleet to provide ride-hailing services [2] - This initiative is part of a series of measures by the Hong Kong government to optimize taxi services, aiming to establish a professional and technology-driven fleet management system [2] Group 3: Healthcare and Pharmaceutical Developments - A hospital in Shenzhen has become the first in the city to prescribe domestically developed weight-loss drugs, Ma Shidu and Te Erbo, which significantly enhance weight loss effects, especially for patients with stubborn obesity [3] - The introduction of these drugs reflects the advancement of China's biopharmaceutical industry's independent innovation capabilities and Shenzhen's pioneering efforts in medical technology applications [3] Group 4: Scientific Research and Development - China's first ocean-class intelligent research vessel, "Tongji," has been officially delivered, marking a significant advancement in marine research capabilities [4] - The vessel, which began construction in April 2024, is a 2,000-ton intelligent comprehensive research ship that will facilitate the transition from basic research to the integration of science and technology [4] Group 5: Market Performance - On July 14, the Shenzhen Composite Index closed at 10,684.52 points, down 0.11% [5] - Notable gainers in the Shenzhen market included Changrong Co. at 9.05 yuan with a rise of 20.03%, and Xinling Electric at 42.13 yuan with a rise of 19.99% [6] - Conversely, leading decliners included Yuandao Communication at 21.60 yuan, down 20.00%, and *ST Zitian at 3.52 yuan, down 17.76% [6]
培育企业蓬勃生长的沃土——加快建设全国统一大市场一线观察之八
Xin Hua Wang· 2025-07-14 14:53
Group 1 - The construction of a national unified market is a significant decision made by the central government to promote high-quality development and a new development pattern [1] - Various regions and departments are implementing measures to strengthen the foundation, address shortcomings, and remove obstacles to accelerate the establishment of an efficient, fair, and open national unified market [1][3] - The reduction of market access negative lists from 151 to 106 items, representing a decrease of approximately 30%, indicates a commitment to enhancing market vitality [3] Group 2 - The participation of private capital in nuclear power projects has increased, with ownership stakes rising from 2% in 2020 to 10% and even 20% in some projects, reflecting the effective removal of market entry barriers [2] - The number of newly established foreign-invested enterprises in China increased by 10.4% year-on-year in the first five months of the year, demonstrating China's attractiveness as a destination for foreign investment [3] Group 3 - The implementation of fair competition measures has led to a 5 percentage point increase in the bidding success rate for private enterprises, with over 80% of projects under 10 million yuan awarded to private companies [4] - The establishment of the "credit loan" product under the "Xin Yi Dai" platform has enabled small and medium-sized enterprises to secure loans more easily, with approximately 5.5 million enterprises registered for financing needs through the national integrated credit service platform [6] Group 4 - The logistics efficiency has improved significantly, with innovations in regulatory models allowing for faster delivery times, such as milk reaching consumers in just 72 hours [7] - The rise of e-commerce platforms has enabled regional specialty products, like prickly pear juice, to thrive in the national market, showcasing the transformation of local products into billion-dollar industries [8] Group 5 - The commercial aerospace sector is experiencing rapid growth, with the number of supply chain partners expanding from over 100 in 2018 to more than 1,300, driven by favorable market conditions and collaborative opportunities [10] - The integration of digital platforms in supply chain management is enhancing resilience and security across various industries, allowing for equal participation from all types of enterprises [11] Group 6 - The ongoing construction of a national unified market is a complex system project that requires continuous effort to eliminate barriers to resource flow and promote innovation [12] - The commitment to reform and the implementation of various measures will further enhance resource aggregation, stimulate innovation, upgrade industries, and support high-quality economic development in China [12]
血亏超4亿,募资缩水,护肤品败走!禾元生物“带伤”IPO
Nan Fang Du Shi Bao· 2025-07-14 11:29
科创板"考生"武汉禾元生物科技股份有限公司(以下简称"禾元生物")成功过会,距上市仅一步之遥。 这家专注重组蛋白技术的公司,在历经财务资料过期中止等波折后,于今年7月叩响科创板大门,并于7 月4日正式提交注册申请。 募资24亿元,相较于此前募资规模大幅缩水 | 序号 | | | 拟投入募集 | | 早见: 门 元 | | --- | --- | --- | --- | --- | --- | | | 项目名称 | 投资总额 | 资金 | 项目备案批文 | 环评批复 | | | 重组人自蛋白产业化基 | | | 2405-420118- | 武新环管 | | | 地建设项目 | 190,866.57 | 165,752.73 | 04-01-170733 | [2024]2号 | | 7 | 新药研发项目 | 79,369.00 | 64,247.27 | 不适用 | 不适用 | | 3 | 补充流动资金 | 10,000.00 | 10,000.00 | 不适用 | 不适用 | | | 合计 | 280,235.57 | 240,000.00 | | | 来源于禾元生物招股书 显然,重组人白蛋白产业化基地建设 ...