编号：2025-005 证券代码：300203 证券简称：聚光科技 聚光科技（杭州）股份有限公司投资者关系活动记录表 | 动，这两年表现一般。半导体应用方面今年的投入有所收缩，通 | | --- | | 过在晶圆厂已验证评估的继续往上推动，ICP-MS/MS 系统还是一 | | 个缓慢爬升的过程，双碳方面还要看政策的具体落地情况。 | | 5、现在国家对仪表国产替代的政策推进如何？ | | 答：这个在之前的交流中也提到过，首先从大的安全意识角度上 | | 无论是国家层面还是用户层面更加重视自主可控这件事情，也都 | | 更积极主动的接纳国产科学仪器；然后在政策方面会有更加精准 | | 的引导客户广泛接受真正的国产科学仪器，从而带动整个分析仪 | | 器行业的产业发展，整个的精准力度和效果会越来越好。 | | 6、对于有些市场上跨界进来的竞争对手，我们怎么应对？ | | 答：在政策的鼓励下，可能会有一些资金的投入，但这个行业的 | | 特点比较特殊，仪器本身的打磨周期比较长，是一个需要超长期 | | 深耕细作的行业，短期内不太容易获得收益，目前公司的主要竞 | | 争对手还是国外的龙头企业。 | | 7、公司去 ...

在2025年家电市场价格战硝烟弥漫、行业成本压力骤增的背景下，格力电器于6月26日宣布一项举 措：自6月1日起，每安装一套格力家用空调，在现行的安装费用基础上向家用空调安装工额外发放20元 高温补贴。补贴费用将按月由格力电器总部直接发放到安装工程师个人账户，须符合真实安装上墙，无 差评的前提条件。 这一举措预计年投入超5.6亿元，直接惠及全国数十万安装工群体。格力电器方面表示，该补贴资 金由企业专项账户直接拨付至安装工程师个人账户，不转嫁消费者成本。 关于向家用空调安装工程师发放高温补贴的通知 全国各销售公司、服务商、安装工程师: 盛夏来临,各地的家用空调安装需求陆续进入高峰期,格力空调安装 工程师无惧烈日,毅然奔赴一线,为客户送上清凉。为致敬这份战高温、 冒酷暑的坚守和付出,总部特设专项资金,为家用空调安装工程师发放高 温补贴。具体方案如下: 1、补贴标准:在现行的安装费用基础上,每安装1 套格力家用空调, 总部额外发放 20元/套的高温补贴。 2、补贴对象:格力售后管理系统注册的安装工程师。 4、补贴发放条件:真实安装上墙,无差评。 3、补贴时间:2025年6月1日起(以系统采集时间为准)。 5、补贴发放 ...

【导读】冲击3500点无果，A股"过山车" 大家好，今天的A股，坐了一回"过山车"！ 7月4日，沪指早盘温和上涨，午后直线拉升，做多热情逐渐高涨，盘中3500点触手可及。但在午后1点30分左右，形势急转直下，涨幅大幅回 落。 截至收盘，沪指涨0.32%，深成指跌0.25%，创业板指跌0.36%。 全市场共1169只个股上涨，42只个股涨停，4120只个股下跌。 | 880005 涨跌家数 | | | --- | --- | | 其中 涨停 | 42 | | 涨幅 > 7% | 69 | | 涨幅 5-7% | 42 | | 涨幅 3-5% | 112 | | 涨幅 0-3% | 946 | | 跌幅 0-3% | 60996 | | 跌幅 3-5% | 388 | | 跌幅 5-7% | 77 | | 跌幅 > 7% | 45 | | 其中 跌停 | 12 | | 上涨家数 | 69LL | | 下跌家数 | 4120 | | 平盘停牌 | 129 | | 总品种数 | 5418 | | 总成交额 | 14545.19亿 | | 总成交量 | 117911.8 | | 涨家增减 | -1540 | | 涨家增 ...

为深化矿业领域国际化协作，推动绿色矿山建设与数字化转型，中关村绿色矿山产业联盟将于2025 年7月9日在北京召开"中企服务全球矿业及中国绿色矿山大数据平台建设需求研讨会"。本次会议旨在搭 建行业协同创新平台，精准服务于中国绿色矿山建设和中国矿业企业"抱团出海"，助力提升中国矿业在 全球产业链中的话语权与竞争力。 建设矿业绿色发展大数据平台 中绿盟联合行业龙头企业、科研机构及服务组织，启动"中国企业服务全球矿业数据集成平台"建 设。该平台将聚焦三大核心价值： 第一，整合技术、装备与服务优势。通过集成中国矿业在勘探、开采、装备制造、绿色技术等领域 的成熟经验，形成标准化服务体系，助力企业以"技术+装备+咨询"模式参与全球矿业产业链构建，实 现因地制宜的国际化布局。 第二，挖掘绿色矿山数据价值。依托大数据、人工智能技术，整合国内绿色矿山建设的技术、装 备、矿山等大数据资源，构建全球领先的绿色矿山服务数据库和关系情报链，为行业低碳转型和高质量 技术服务提供数据支撑。 第一，数据平台建设与资源共享机制。聚焦平台架构设计、数据标准制定及跨国数据流通规则，探 索如何通过数据集成推动全球矿业产业链协同，实现国内绿色矿山建设经 ...

Key Information - Man Group PLC disclosed a position in Deliveroo plc, indicating interests in relevant securities representing 1% or more [1] - The position was held as of July 3, 2025, with the disclosure made on July 4, 2025 [1][13] Positions of the Discloser - Man Group PLC holds cash-settled derivatives amounting to 15,291,497 shares, representing 1.02% of the relevant securities [3] Dealings - The company engaged in multiple cash-settled derivative transactions, specifically increasing long positions through equity swaps, with a total of 442,000 shares at a price of 1.7630 GBP per unit [8]

Core Viewpoint - IDEX Biometrics ASA has completed a 100-to-1 share consolidation, which has been registered in the Norwegian Register of Business Enterprises, maintaining a share capital of NOK 47,364,256.00 divided into 47,364,256 shares with a nominal value of NOK 1.00 [1]. Company Information - IDEX Biometrics ASA is a global technology leader in fingerprint biometrics, providing authentication solutions for payments, access control, and digital identity [3]. - The company's biometric solutions are built on patented sensor technologies, integrated circuit designs, and software, targeting card-based applications for payments and digital authentication [3]. - IDEX partners with leading card manufacturers and technology companies to bring its biometric solutions to market [3]. Regulatory Information - The notice regarding the share consolidation was published by Erling Svela, Vice President of Finance, on 4 July 2025, in compliance with the Norwegian Securities Trading Act [4].

南方财经记者周蕊联合国总部报道 联合国最新报告指出，全球发展中国家目前每年面临高达2.5万亿至4万亿美元的资金缺口，严重阻碍了 可持续发展目标的实现。报告警告说，如果不大力改善发展融资方式，亚太及其他地区的许多国家将被 进一步边缘化，甚至陷入发展倒退的风险。 当地时间6月30日-7月3日，在西班牙塞维利亚举行的第四次发展筹资问题国际会议上，第六版《亚太经 社会发展融资报告》正式发布。报告指出，亚太地区的公共财政和私人投资体系长期存在深层次弱点， 许多政府仍难以筹集足够的国内财政收入，税收结构效率低下，尤其是在财富和房地产税领域仍有大量 未被开发的潜力。 为应对这一危机，联合国秘书长债务问题专家小组提出了一份包括11项可立即实施的行动建议，目标是 加强借款国能力建设、推动全球金融体系更加公平，同时为可持续融资铺平道路。 古特雷斯指出，这些建议不仅有助于短期内缓解债务国的资金压力，也将在长期内推动可持续融资的普 及与制度化。行动框架聚焦三大领域：改革多边金融体系、加强借款国之间的协作与能力建设，以及推 动政策改革，优化债务管理与融资策略。 其中一项重点举措是设立"危机期间债务偿付暂停机制"，为遭遇自然灾害或外部冲 ...

Icotrokinra (JNJ-2113) - Oral IL-23 Receptor Antagonist - Icotrokinra has the potential for NDA filings in 2025 for psoriasis[5, 8] - JNJ collaboration includes $3375 million upfront and milestones achieved to date, with $630 million in future potential milestones and royalties ranging from 6% to 10%, reaching 10% at ≥ $4 billion net sales[13] - Phase 3 ICONIC-LEAD study showed that 65% of patients achieved an IGA score of 0/1 (clear or almost clear skin) and 50% achieved a PASI 90 response at Week 16[121] - In adolescents receiving Icotrokinra, skin response rates increased through Week 24, with 86% achieving IGA 0/1 and 89% achieving PASI 90[76] - In the ICONIC-TOTAL study, Icotrokinra demonstrated significantly higher rates of IGA 0/1 vs placebo at Week 16[95] - Clinical response rates of up to 635% and clinical remission rates up to 302% at week 12 were observed in the phase 2b ANTHEM-UC study for ulcerative colitis[58, 149] Rusfertide - SC Hepcidin Mimetic - Rusfertide also has the potential for NDA filing in Q4 2025 for Polycythemia Vera (PV)[6, 8] - Takeda partnership includes $300 million upfront received in January 2024[16] - In the VERIFY Phase 3 study, 769% of patients on rusfertide achieved clinical response compared to 329% on placebo (p<00001)[178] - The VERIFY study also met all four key secondary endpoints, including phlebotomy rate (p<00001), hematocrit control, and patient-reported outcomes[185] - Rusfertide may provide consistent hematocrit control and reduce treatment burden to achieve peak revenue potential of $1-2 billion[191, 192] PN-881 - Oral IL-17 Antagonist - Phase 1 study initiation for oral IL-17 antagonist PN-881 is expected in Q4 2025[8, 26] - IL-17 inhibitors are expected to capture 31% of the psoriasis (PsO) market by 2031, generating $93 billion[26]

毛宁表示，具体问题建议你向中方的主管部门了解。作为原则，我们希望美方能够同中方相向而 行，以实际行动维护和落实好两国元首通话的重要共识，共同推动中美经贸关系健康稳定可持续发 展。 法新社记者提问，美国总统特朗普昨天宣布，他即将向不同国家发出通知，告知他们将被征收的新 关税，请问中方对此有何评论？ 据澎湃新闻，7月4日，外交部发言人毛宁主持例行记者会。 ...

Business Overview & RADR Platform - Lantern leverages A I to rescue and develop cancer therapies, potentially transforming drug development cost, risk, and timelines[5] - The RADR A I platform has grown to over 1 12 billion data points, a ~5x increase since the IPO[12] - RADR rapidly identifies genetic & biomarker signatures for precision oncology drug development with 85%+ blinded prediction success[31] - The data powering the A I platform is on pace to grow ~120x since January 2019[33] Financial Highlights - Completed a $26 3 million IPO on June 15, 2020[13] - Completed a $69 0 million follow-on public offering in January 2021[13] - Cash position does not include $69 0 million (gross) raised in the January 20, 2021 follow-on public offering[26] - Cash runway extended through mid-2025, allowing focus on developing the oncology therapeutics portfolio[13] - Net loss for the year ended December 31, 2020 was $(5,908,190)[18] compared to $(2,428,185) for the year ended December 31, 2019[18] Pipeline Development - Expanded pipeline from 3 drug candidates in 4 tumor targets to 7 disclosed targets[12] - Initiated an Antibody Drug Conjugate ("ADC") platform[12] - Plans to launch a Phase 2 trial for LP-300 in NSCLC (non-smokers) in Q3 2021[41]