6月23日，潮州市委统战部联合潮州市中级人民法院举行政商"面对面"座谈会暨民营企业家"法院行"活动。此次活动，邀请多位民营企业家代表，通过专题 式法治讲座、沉浸式参观体验和"面对面"座谈交流等方式，增进司法部门与民营企业之间的沟通交流，进一步构建亲清政商关系，营造法治化营商环境。 "近年来，知识产权维权意识不断提高，同时也衍生了一些不怀好意的'原告'，不少本地企业深受恶意知识产权诉讼之苦。""近年来，潮州市法治环境持续改 善，但企业在经营中仍面临一些产权保护不足、合同执行难、经营规范成本高等难题，期盼司法部门在这些方面持续深化法治护航……"现场，在听取潮州 法院关于服务保障民营经济发展情况通报后，民营企业家代表纷纷敞开心扉，分享企业在发展过程中遇到的法律问题和困难，并围绕如何进一步优化法治化 营商环境展开深入交流。 面对企业家们的坦诚发问，潮州中院各相关业务庭室负责人逐一进行了细致回应和专业解答，现场互动频繁。其中，聚焦执行难题，潮州中院表示将在确保 司法公正的前提下不断完善执行联动机制建设，加大执行力度，提高执行效率，让生效判决真正落地，最大限度保障胜诉企业的合法权益。 针对企业关注的知识产权法律问题，潮州 ...

Core Viewpoint - The article emphasizes the importance of plasmid extraction in the life sciences industry, highlighting the need to understand the challenges faced by professionals in this area [1]. Group 1: Survey Details - A survey is being conducted to gather insights from life science professionals regarding their experiences with plasmid extraction [2]. - The survey is open from June 20 to July 6, with various prizes available for participants, including 50 Xiaomi backpacks, 50 stylish umbrellas, 10 Xiaomi Bluetooth speakers, and 3 Apple AirPods Max valued at 3,999 yuan each [2]. Group 2: Participation and Rewards - Participants can join the survey by scanning a QR code or clicking on a link provided at the end of the article, which takes approximately 30 seconds to complete [4]. - After the survey closes, the organizers will verify the responses and select winners for the prizes [5]. - The list of winners will be announced in an article published on July 18 on the "Instrument Information Network" public account [6].

"刚说好休战，转头就下狠手？" 近日，《华尔街日报》爆出重磅消息：美国商务部负责出口管制的副部长Jeffrey Kessler正磨刀霍霍，计划取消SK海力士、三星、台积电等盟友企业在 华"芯片"工厂的豁免许可。 此次"背刺"事件不仅使半导体产业链整体陷入震动，更揭露了美国科技霸权的真实面纱——所谓技术安全，不过是遏制中国发展的遮羞布！ SK海力士无锡工厂承担了近50%的DRAM芯片全球产能；而三星西安工厂的3D NAND闪存月产能高达26.5万片12英寸晶圆，占其全球总产量的42%；台 积电南京厂虽以成熟制程为主，但2万片/月的16nm产能仍深度服务中国市场。 事实上，西方倚仗技术优势打压我国已不是首次。在关乎民众生活质量的前沿生科领域，我国也被率先研发出新一代燃脂瘦身食用菌"肠轻倍AKK001"的 欧美企业高价收割多年。 这些数据背后，是美国瞄准的"卡脖子"关键点——一旦豁免被取消，设备供应链的中断将直接导致SK海力士和三星在华工厂的技术升级陷入停滞，台积 电（南京厂）的产能亦被迫叫停。 美国商务部宣称此举是对中国稀土出口限制的"对等反制"，然而其真实意图昭然若揭！自2022年10月以来，美国已通过12轮出 ...

Group 1 - The company, Bokan Vision Cloud-B (02592.HK), plans to globally offer 60.582 million shares, with 6.0585 million shares available in Hong Kong and 54.5235 million shares for international offering, at a price of HKD 10.10 per share [1] - The subscription period for the shares is from June 24 to June 27, 2025, with trading expected to commence on July 3, 2025 [1] - The company is a clinical-stage ophthalmic biotechnology firm focused on developing various therapies for eye diseases, with a history dating back to its establishment in 2015 [2] Group 2 - The company has two core products: CBT-001 for treating pterygium and CBT-009 for treating myopia in adolescents, with ongoing clinical trials for both products [2] - A cornerstone investment agreement has been established, with cornerstone investors agreeing to subscribe for shares totaling approximately HKD 179 million [3] - The estimated net proceeds from the global offering are approximately HKD 522.2 million, with 62.4% allocated for the continued clinical development of CBT-001 and 27.6% for CBT-009 [3]

Group 1 - The core index, the CESHKB, increased by 2.7% to 7293.11 points with a trading volume of 11.568 billion [1] - The CESHKB has risen by 15.52% in the past month, 19.54% in the past three months, and 58.49% year-to-date [1] - The index is compiled by China Securities Index Co., Ltd. under the commission of China Securities Trading Service Co., Ltd. and aims to reflect the overall performance of biotechnology companies listed in Hong Kong [1] Group 2 - The top ten weighted stocks in the CESHKB include: CanSino Biologics (10.91%), Innovent Biologics (9.99%), BeiGene (9.73%), WuXi Biologics (9.42%), 3SBio (8.11%), Zai Lab (6.05%), WuXi AppTec (5.56%), Kelun-Biotech (5.15%), Kingstar Bio (4.37%), and Ascentage Pharma-B (3.89%) [1] - The CESHKB is entirely composed of stocks listed on the Hong Kong Stock Exchange, with a 100% allocation [2] - The index's holdings are exclusively in the healthcare sector, specifically in pharmaceuticals and biotechnology, also at a 100% allocation [2]

2025.06. 23 本文字数：2462，阅读时长大约4分钟 作者 | 第一财经 周艾琳 年初时，DeepSeek的崛起带动"中国资产重估"，此后这一主题不再局限于科技互联网行业，中国新 消费和创新药都有所表现，而这三大主题也在今年引领了港股行情。 投行的数据显示，当前国际资金对中国的配置比例仍处于历史低位附近，但摩根士丹利近期也提及， 大多数全球投资者都明确表示，有意愿重新增配部分中国资产。 在美国资管巨头骏利亨德森投资（Janus Henderson Investors）大中华区股票负责人、基金经理缪子 美（Victoria Mio）看来，那些有创新和突破的行业企业会受重估，例如，能运用AI实现增长或降本 增效的企业、有创新药以及产线可能会被跨国药企看中的医疗企业、能打造全球品牌的消费企业。 港股、美股皆有机会 行业当前的共识在于，今年美股和中国股市都有布局机会，而港股的机会可能优于A股。 事实上，今年港股的消费板块人气已经超过了互联网。 从消费板块来看，泡泡玛特（09992.HK）、蜜雪集团（02097.HK）、老铺黄金（06181.HK）被投 资者称为"港股三姐妹"。缪子美在3月时的一篇调研笔记中就 ...

Group 1 - International capital allocation to China remains at historical lows, but there is a growing willingness among global investors to increase exposure to Chinese assets, particularly in innovative sectors like AI, new consumption, and innovative pharmaceuticals [1][2] - The consensus among industry experts is that both US and Chinese stock markets present investment opportunities this year, with Hong Kong stocks potentially outperforming A-shares [2][3] - The current valuation of the MSCI China Index is at a PE of 11 and PB of 1.4, indicating that Hong Kong stocks are undervalued compared to the high valuations of US stocks, which are reliant on AI narratives [3] Group 2 - The consumer sector in Hong Kong has gained significant attention, surpassing the internet sector in popularity, with companies like Pop Mart and Miko Group being highlighted as key players [4][5] - The growth potential of new consumption in China is linked to the ability to create new IP and resonate with consumers, as well as the capacity to expand internationally [5] - The Chinese pharmaceutical industry is experiencing a resurgence, with significant interest from global pharmaceutical companies seeking assets in key therapeutic areas, leading to a 54% increase in the Hong Kong healthcare sector this year [6][7] Group 3 - The "outbound licensing" theme in innovative pharmaceuticals is gaining traction, driven by high-value overseas licensing deals and increasing recognition of Chinese biotech firms by multinational companies [7][8] - Recent financing activities in the biotech sector, such as the significant capital raises by companies like Hengrui Medicine and Junshi Biosciences, indicate a robust investment environment [7] - The potential for Chinese pharmaceutical companies to enhance their global commercialization capabilities through strategic partnerships is seen as a key growth driver, although challenges remain in terms of innovation and execution [8]

研发投入： 过去三年研发开支占总成本 ≥15% （特专科技），或核心产品通过临床Ⅰ期（生物科 技）。 不久前，港交所重磅发布 "科企专线" 新政，专门 为特专科技和生物科技公司提供保密上市通道并降低 门槛 。 这一波动作，让越来越多科技企业把目光投向港股。 面对这么好的政策，企业该怎么利用？具体实务操作又该注意啥？我们给大家梳理了一些实操要点： 适用对象： 特专科技公司（如AI、芯片、新能源等硬科技）、生物科技公司（创新药、医疗器械 等），尤其处于早期阶段或产品未商业化的企业。 第一步：判断自己是否符合条件 1、核心门槛： 行业属性： 属于港交所定义的"特专科技"（ 18C 章）或"生物科技"（ 18A 章）领域。 特专科技： 人工智能、量子计算、新能源、半导体、自动驾驶等前沿科技。 生物科技： 创新药研发、基因治疗、高端医疗器械等。 商业化阶段： 允许未盈利、无收入，但需证明技术可行性及市场潜力（如专利、合作意向书）。 2、自测工具： 登录港交所官网"科企专线"页面，下载《18A/18C资格自评表》，勾选是否符合条件。 若不确定，直接填写"科企专线-查询表格"发送至港交所邮箱： techenquiries@ ...

台北姑娘吴宜蓁是美亚生物科技集团董事长，在大陆生活了10多年，不仅能讲一口标准的普通话，更从 朋友那儿学会了上海话、东北话等多种方言。 将时针拨回到2006年。彼时在岛内某跨国金融机构工作的吴宜蓁，因为轮岗面临外调，在迪拜与上海之 间，她毫不犹豫地选择了后者。她告诉记者，自己的祖父籍贯是杭州，外公外婆是南京人，从小耳濡目 染地对上海心驰神往。在上海工作几年后，她受聘为另一家跨国金融机构的中国区个人银行副总裁。 2012年，吴宜蓁成立美亚生物科技集团，并把总部设在北京，开启了自己的创业生涯。 一路砥砺前行，如今的美亚集团已成长为一家以自体干细胞及免疫细胞为核心，以大健康产业为蓝图， 致力于前沿生物科技研发与应用的高新技术企业。与此同时，美亚集团旗下北京科学城日化在延续传统 产业优势的基础上，正努力打造以生物科技、植物萃取、绿色环保为基础的自主品牌。"随着文化自信 的增强，国货潮品受到越来越多消费者的青睐。"吴宜蓁介绍，高科技赋能民族品牌，目前美亚集团旗 下北京科学城日化推出了系列新产品。 除了打拼事业，吴宜蓁积极促进两岸经贸交流，担任北京市台企协副会长、北京市台企协昌平台企联谊 会会长等职务。她在公司设立台湾青 ...

Group 1 - The core viewpoint of the articles highlights the strong recovery of the Hong Kong IPO market, driven by multiple factors including interest rate cuts, policy support, and improved investor sentiment [1][2][10] - As of June 18, 2025, there are over 160 companies queued for IPOs in Hong Kong, with more than 90% of these companies coming from mainland China [1][2] - The Hong Kong Stock Exchange (HKEX) has seen a significant increase in IPO activities, with a projected 40 companies expected to go public in the first half of 2025, raising approximately $14 billion, which accounts for 24% of the global total [2][3] Group 2 - The average fundraising amount for IPOs in Hong Kong has increased significantly, with a year-on-year rise of over 500%, marking the second-highest level in the past decade [2][3] - The report indicates that the biotechnology and health sectors are particularly active, with 11 IPOs each in these sectors, tying with retail and consumer industries for the highest number [2][3] - The trend of A-share listed companies seeking dual listings in Hong Kong is notable, with an average fundraising amount close to 10 billion HKD for these IPOs [3][4] Group 3 - The HKEX has implemented several policy measures to facilitate mainland companies' listings, including optimizing listing criteria for technology companies and expediting the approval process for eligible A-share companies [6][7] - The China Securities Regulatory Commission (CSRC) has introduced five measures to support leading mainland enterprises in listing in Hong Kong, enhancing the financing channels for these companies [7][8] - The influx of mainland companies into the Hong Kong market is expected to improve the overall quality and diversity of listed companies, particularly in technology and innovation sectors [5][9] Group 4 - International investors are increasingly recognizing the value of Chinese assets, with a growing trend of foreign capital flowing into the Hong Kong market [9][10] - The HKEX is enhancing its trading mechanisms and product offerings to attract international capital, including establishing offices in major global financial centers [10][11] - The outlook for the Hong Kong IPO market remains positive, with expectations of continued activity in the second half of 2025, particularly from large enterprises and technology-related sectors [10][11]