Core Viewpoint - The performance of human rabies vaccine companies is declining despite an increase in rabies cases in China, with major manufacturers like Chengda Biological and Kanghua Biological forecasting significant drops in net profits for 2025 [1][2]. Company Performance - Chengda Biological expects a net profit of 123 million to 139 million yuan for 2025, representing a year-on-year decrease of 59.34% to 63.98% [1]. - Kanghua Biological anticipates a net profit decline of 41.55% to 52.09% for the same period [1]. Industry Context - Rabies is a highly fatal disease with a near 100% mortality rate once symptoms appear, making vaccination crucial for control [2]. - The human rabies vaccine market in China is experiencing a contraction due to regulatory changes and intensified market competition [2][4]. - The number of manufacturers in the human rabies vaccine sector has increased, leading to heightened competition and market share erosion for established players like Chengda Biological [4][5]. Regulatory Changes - The Chinese CDC's 2023 guidelines have revised vaccination protocols, reducing the number of doses required for certain populations, which is expected to decrease overall vaccine usage [5][6]. - The new guidelines state that individuals exposed to rabies after three months of full vaccination only need two doses of the vaccine, compared to previous requirements that could involve more doses [6]. Market Dynamics - The domestic market for human rabies vaccines has entered a phase of oversupply since 2021, with 12 companies receiving approval for rabies vaccines by 2024 [5]. - Approximately 40 million people in China are exposed to rabies annually, but the vaccination rate for this group is only about 35%, indicating potential for market growth despite current challenges [2].

Group 1 - The core viewpoint of the news is that ST Unimed (SZ002581) has received approval for the environmental impact assessment of its Shandong Unimed Biopharmaceutical Industrial Park project, with a total investment of 1 billion yuan [1] - The approval information was disclosed by relevant regulatory authorities on December 29, 2025 [1] - The "A-share Green Report" project aims to enhance the transparency of environmental information for listed companies, utilizing authoritative environmental regulatory data from 31 provinces and 337 cities [1] Group 2 - The last issue of the A-share Green Weekly Report indicated that five listed companies recently exposed environmental risks [3]

Group 1 - The two major indices of the STAR Market opened slightly lower on January 27, but rebounded significantly after an initial drop, eventually closing with notable gains [1] - The STAR 50 Index closed at 1555.98 points, up 1.51%, with a total trading volume of approximately 102.1 billion yuan, showing a slight decrease compared to the previous trading day [1] - The STAR Composite Index closed at 1889.46 points, up 1.72%, with a total trading volume of about 324.5 billion yuan, also reflecting a slight decrease from the previous day [1] Group 2 - On January 27, 388 stocks in the STAR Market rose, accounting for approximately 64.77% of the total, with semiconductor stocks showing a strong upward trend [1] - In the performance of individual stocks, Shengke Communication and Dongxin Co., Ltd. reached a limit-up of about 20%, while Hexin Instruments saw a decline of 10.26%, marking the largest drop [2] - The average increase for the remaining 599 stocks, excluding suspended stocks, was 1.35%, with an average turnover rate of 3.93% and a total trading volume of 324.48 billion yuan [1]

登录新浪财经APP 搜索【信披】查看更多考评等级 受损股民可至新浪股民维权平台登记该公司维权：http://wq.finance.sina.com.cn/ 关注@新浪证券、微信关注新浪券商基金、百度搜索新浪股民维权、访问新浪财经客户端、 新浪财经首页都能找到我 一、拟转让子公司股权 1月22日，*ST赛隆（维权）发布公告，公司拟公开挂牌转让全资子公司湖南赛隆生物制药有限公司 100%股权。 公司于2025年12月23日召开董事会，通过了相关交易方案，并委托湖南省联合产权交易所进行挂牌转 让。首次挂牌底价根据评估结果确定为8695万元，挂牌公告的起止日期为2026年1月23日至2026年2月12 日。 而公司在年中曾收到广东证监局警示函，主要原因为披露的年报与预告差异较大，且盈亏性质改变。受 此事影响，公司股价下跌，造成不少投资者无端亏损。符合于2025年1月22日-2025年3月14日（含当 日）期间买入，并在2025年3月15日之后卖出或仍持有而亏损的可报名索赔。（赛隆药业维权入口） 登录新浪财经APP 搜索【信披】查看更多考评等级 受损股民可至新浪股民维权平台登记该公司维权：http://wq.finan ...

智通财经APP获悉，亿胜生物科技(01061)午后涨近9%，截至发稿，涨5.83%，报4.36港元，成交额 525.76万港元。 值得注意的是，公司近期宣布，全资附属Majeton与Osteopore订立独家分销协议。Osteopore在3D打印仿 生且可生物吸收植入物方面是全球领军企业。与Osteopore的合作为集团在口腔市场树立了里程碑，并 扩展了集团牙科、正畸及颌面解决方案的产品线，将共同助力集团在中国市场追求可持续增长。 消息面上，亿胜生物科技近期宣布，集团将参展于2月5日至8日在中国香港会议展览中心举办的2026年 亚太眼科学会年会(APAO 2026)。集团将重点展示EB12-20145P(贝伐珠单抗)、单剂量贝复舒滴眼液两款 核心产品。其中，EB12-20145P持续展现强劲的临床开发势头。该项目已入选大会海报展示环节，届时 将向国际眼科界呈现临床进展及研发洞见。 ...

Core Viewpoint - The stock of Immune-Oncological Biotech (09606) has risen over 6%, currently trading at 340.6 HKD, with a transaction volume of 154 million HKD, following the announcement of BioNTech initiating the first Phase III clinical trial for BNT324 (DB-1311), a B7-H3ADC drug developed by Immune-Oncological Biotech [1] Group 1 - BioNTech has started the first Phase III clinical trial for BNT324, marking it as the fifth B7-H3ADC to enter this stage [1] - BNT324 was licensed to BioNTech in April 2023, granting them development, production, and commercialization rights outside of China [1] - Guotai Junan Securities predicts that by 2026, multiple clinical data sets for ADC+IO and core monotherapy will be released, indicating a significant milestone for Immune-Oncological Biotech [1] Group 2 - Immune-Oncological Biotech is leading the ADC iteration wave, with expectations for commercialization in 2026 [1] - The company is continuously developing next-generation ADCs, including bispecific ADCs, novel mechanism payload ADCs, and self-immune ADCs [1] - Two bispecific ADCs have already entered clinical stages, and the unique MOA payload ADC DB-1316 is expected to address existing ADC resistance issues and is about to enter clinical trials [1]

Core Viewpoint - The stock of InnoCare Pharma (09606) has risen over 6%, currently trading at 340.6 HKD, with a transaction volume of 154 million HKD, following the announcement of BioNTech initiating the first Phase III clinical trial for BNT324 (DB-1311), a B7-H3 ADC developed by InnoCare [1] Group 1: Clinical Development - BioNTech has started the first Phase III clinical trial for BNT324, marking it as the fifth B7-H3 ADC to enter this stage [1] - InnoCare has licensed BNT324 to BioNTech, which holds the rights for development, production, and commercialization outside of China [1] Group 2: Future Prospects - Guolian Minsheng Securities predicts that by 2026, multiple clinical data for ADC+IO and core monotherapy will be released, with InnoCare's collaboration with BioNTech expected to lead to significant developments [1] - InnoCare is at the forefront of the ADC evolution, with expectations for commercialization in 2026 [1] - The company is actively developing next-generation ADCs, including bispecific ADCs, novel mechanism payload ADCs, and immune ADCs, with two bispecific ADCs already in clinical stages [1] - The unique MOA payload ADC DB-1316 is anticipated to address existing ADC resistance issues and is set to enter clinical stages soon [1]

新景智源成立于2020年，注册资本为628.07万元，是一家专注于实体肿瘤TCR-T免疫细胞治疗药物开发 的创新型企业。公司开发出超高灵敏度的靶点-TCR发现+验证平台，并建立了全球最大的靶点-TCR特 异性配对数据库，扩展了实体瘤患者的治疗靶点和可选方案。 天眼查显示，新景智源实际控制人为彭松明，控制34.48%表决权。目前，彭松明担任公司董事长。 瑞财经 刘治颖 近日，新景智源生物科技（苏州）有限公司（以下简称"新景智源"）宣布完成逾2亿元B 轮融资。 本轮融资由杏泽资本和某知名产业基金共同领投，德联资本、元禾控股、苏州天使母基金跟投，老股东 同高资本、格林美持续大力加持。浩悦资本担任本轮融资的独家财务顾问。 本轮融资将主要用于核心管线的临床研究及多条临床前管线的推进，加速公司创新药走向临床、商业化 和国际化的进程。 ...

Core Viewpoint - Connoa-B (02162) shares rose nearly 3%, currently up 2.24% at HKD 57, with a trading volume of HKD 19.71 million, following the announcement of CM336's fast track designation by the FDA for treating autoimmune hemolytic anemia (AIHA) and immune thrombocytopenia (ITP) [1] Group 1 - Connoa and Ouro Medicines Ltd announced that their BCMA×CD3 dual antibody CM336 (OM336) received fast track designation (FTD) from the FDA for the treatment of AIHA and ITP [1] - The fast track designation highlights the urgent need for innovative treatment options for these diseases and underscores the therapeutic potential of CM336 in autoimmune diseases [1] - CM336 has also received orphan drug designation (ODD) from the FDA for the treatment of AIHA and ITP [1] Group 2 - Connoa entered into an exclusive licensing agreement with Ouro Medicines Ltd, granting Ouro exclusive rights to research, develop, manufacture, register, and commercialize CM336 globally, excluding mainland China, Hong Kong, Macau, and Taiwan [1]

Group 1 - The Nipah virus, classified as a high-priority pathogen by the World Health Organization, has recently caused a new outbreak in eastern India, with a mortality rate ranging from 40% to 75% [1][4] - As of now, West Bengal, India, has reported 5 confirmed cases, with nearly 100 individuals under home quarantine [1][4] - Initial investigations suggest that the first patient, a nurse, may have contracted the virus from contaminated fresh date palm juice [1][4] Group 2 - The outbreak has affected travel plans, with some Chinese tourists canceling trips to Southeast Asia due to concerns over the Nipah virus [3][6] - Health monitoring measures have been intensified at Phuket International Airport for Indian tourists, reflecting the potential impact on tourism [3][4] - Experts indicate that while the risk of the Nipah virus entering China exists, it is currently considered manageable [7][10] Group 3 - Several companies in China have developed domestic testing kits for the Nipah virus, which can assist in monitoring and controlling the outbreak [11] - Companies like Shuoshi Biological and Cap Bio have introduced nucleic acid testing kits to support public health efforts [11] - The development of targeted drugs and vaccines for the Nipah virus is challenging due to the virus's high danger level and the lack of sufficient clinical trial cases [12]