Group 1 - The core viewpoint of the news is that Baiaosaitu-B (02315) has demonstrated significant financial growth, with a 51.3% increase in revenue and a return to profitability in the first half of 2025 [1][2] - The company's revenue for the six months ending June 30, 2025, reached RMB 621 million, with a net profit attributable to shareholders of RMB 47.99 million, marking a turnaround from losses [1] - The preclinical products and services business, centered on innovative animal models, generated RMB 458 million in revenue, reflecting a 56.9% year-on-year increase, while maintaining a high gross margin of approximately 70% [1] Group 2 - Baiaosaitu has established a dual-engine growth model based on innovative animal models and antibody molecule transfer development, differentiating itself from traditional CROs and pharmaceutical companies [2] - The company has built a competitive moat through its RenMice series of fully human antibody mouse platforms and a global patent network, creating barriers that are difficult to replicate [2] - As Baiaosaitu accelerates its establishment as a "global new drug origin" hub, its long-term growth value and investment appeal are continuously increasing [2]

智通财经APP获悉，百奥赛图-B(02315)午前涨超5%，截至发稿，涨4.83%，报24.76港元，成交额744.04 万港元。 智通财经APP在《中报营收大增51.5%，如何解码百奥赛图-B(02315)业绩背后的稀缺性价值？》中指 出，以全球领先的基因编辑技术为基石，百奥赛图成功构建了以创新动物模型和抗体分子转让开发为核 心的双引擎增长模式，开创了一条区别于传统CRO与药企的平台型创新biotech之路。值得一提的是，凭 借RenMice系列全人抗体小鼠平台、"千鼠万抗"计划及全球化的专利网络，公司已逐步构筑起技术、专 利层面的双重护城河，形成了难以复制的竞争壁垒。随着未来百奥赛图加速确立其"全球新药发源地"的 行业地位，其长期成长价值和投资吸引力正持续提升。 消息面上，近日，百奥赛图-B发布截至2025年6月30日止6个月中期业绩，集团收益人民币6.21亿元，同 比增长51.3%；股东应占溢利4799.9万元，同比扭亏为盈；每股盈利0.12元。2025年上半年，以创新动 物模型销售为核心的临床前产品与服务业务实现营业收入人民币4.58亿元，较去年同期增长56.9%，同 时毛利率保持在约70%的高水平。 ...

以下文章来源于肥胖世界ObesityWorld ，作者肥胖世界 肥胖世界ObesityWorld . 《肥胖世界》Obesity World - 同步传真肥胖及代谢国际新学术进展，为医学减重临床、教研人员搭建一座与国际接轨的桥梁，「每医健」旗下内容平台。 | nature communications | | | --- | --- | | Explore content ✓ Publish with us > | About the journal ✓ | | nature > nature communications > articles > article | | | Article Open access Published: 29 August 2025 | | | GD2T r cells as a platform for single-dose and long-term | | | delivery of biologics | | | Guangyue Zhang, Na Yin & Min Peng O | | 为实现"一次治疗、长期有效"这一医学理想，科学家们已提出并验证了多种创新策 ...

Group 1 - The core viewpoint indicates a significant recovery in both volume and price in the Sci-Tech Innovation Board (STAR Market) by Q2 2025, with notable improvements in profits and revenues [1] - Excluding the photovoltaic sector, profit growth has returned to 14.4%, while revenue growth has increased to 12.5% [1] - The return on equity (ROE) for the STAR Market has rebounded by 0.2 percentage points compared to Q1 2025, and by 0.4 percentage points to 3.1% when excluding the photovoltaic sector, indicating marginal improvements in gross margin and profitability [1] Group 2 - The increase in revenue growth and ROE reflects structural recovery characteristics, with overseas revenue reaching a historical high of 13.4% [1] - Companies in the export chain are experiencing amplified performance fluctuations, while domestic demand companies continue to show improvement trends [1] - The STAR Market 100 ETF (588120) tracks the STAR 100 Index (000698), which has seen a price fluctuation of 20%, selecting 100 securities with larger market capitalization and better liquidity from the STAR Market [1]

沪市公司今年上半年成绩单出炉！ 8月31日晚，上交所发布消息称，截至8月30日，沪市上市公司完成2025年半年报披露。上半年，沪市公 司合计实现营业收入24.68万亿元，同比微降1.3%；净利润2.39万亿元，同比增长1.1%；扣非后净利润 2.29万亿元，同比增长0.7%。 可见，随着增量政策效应加力释放，消费筑基、科技引领的增长动能日渐清晰。上市公司高质量发展正在 起承转合间呈现更加均衡和更可持续的新格局。 沪市公司季度间保持上升势头，今年第二季度营业收入、净利润环比分别增长6.1%、0.1%。 从业绩增长的贡献度看，沪市公司上半年业绩增长向新向实。其中，制造业基本盘稳固，制造业营业收 入、净利润同比分别增长3.9%、7.1%，增长值占剔除非银金融后的整体比重分别为78%、50%。新兴 产业势头更劲，电子、通信等新兴产业营收和净利润增速分别为7.5%、6.5%。近五年新兴产业营收占制 造业及相关服务业比重从39%增长至49%，利润占比从33%增长至50%。 分红方面，今年上半年，408家沪市公司宣告中期分红，现金分红总额达5552亿元，同比分别增长 12%、5%，中期分红额再创新高。其中，14家公司分红金 ...

Group 1: EU and US Trade Relations - The European Commission proposed legislative measures to eliminate certain tariffs on US goods, aiming to ensure tariff reductions for the EU automotive sector and enhance transatlantic trade stability [1] - The proposal includes the removal of tariffs on some US industrial products and preferential market access for certain seafood and non-sensitive agricultural products, while extending zero-tariff treatment for shrimp [1] - The US has committed to reducing tariffs on EU automobiles and parts from 27.5% to 15%, and implementing zero or near-zero tariffs on several products starting September 1 [1] Group 2: Ireland's Response to US Tariffs - The Irish government plans to announce new support measures to mitigate the impact of US tariffs on local businesses, including over 100 specific initiatives [2][3] - A program to support 170 new Irish exporters in entering global markets is included in the diversification action plan [2] - The government will explore expedited visa processes to attract skilled labor in high-demand sectors [3] Group 3: Korean Economic Growth Strategy - The South Korean government unveiled a new economic growth strategy focusing on advanced materials, climate energy, and revitalizing the K-industry with 15 innovative projects [7] - A national growth fund exceeding 100 trillion KRW will support strategic industries like AI and small to medium enterprises [7] - The strategy aims to increase domestic production of SiC semiconductors and boost K-culture product exports significantly by 2030 [7] Group 4: Kazakhstan's Monetary Policy - The National Bank of Kazakhstan decided to maintain the benchmark interest rate at 16.5%, with a fluctuation range of ±1% [8] - The last adjustment occurred in spring 2025, when the rate was raised from 15.25% [9] Group 5: German Industrial Market Share Decline - Research indicates that Germany's industrial global market share has declined from 8.9% to 8.2% between 2013 and 2024, particularly affecting the automotive, chemical, and mechanical engineering sectors [10] - In contrast, China's market share increased from 12.6% to 17.2%, with significant growth in the automotive sector [10] - The decline in Germany's industrial strength is attributed to high costs, reliance on international suppliers, and limited flexibility in digital business models [10][11] Group 6: UAE's Bitcoin Holdings - The UAE government holds approximately 6,300 bitcoins, valued at around $700 million, primarily from state-owned mining operations [12] - This positions the UAE as the sixth-largest holder of bitcoin among countries, following Bhutan and preceding El Salvador [13] - The total global holdings of bitcoin by state entities amount to approximately 517,000 bitcoins, representing 2.4% of the total supply [13]

智通财经APP获悉，药明合联(02268)早盘涨超5%，截至发稿，涨1.06%，报61.95港元，成交额1.43亿港 元。 消息面上，药明合联宣布，公司与配售代理签订了一份配售协议，将以每股58.85港元的价格，悉数包 销最多2227.7万股配售股份给至少六名独立第三方。预计净募集资金约13.01亿港元。其中，约90%的资 金将用于扩大集团的服务能力和产能，特别是在生物偶联药物、原料药和产品的临床及商业生产方面。 其余约10%将用于集团的营运资金和一般公司用途。 此外，药明合联宣布，与认购人药明生物(02269)订立认购协议，拟向认购人发行2413.4万股认购股份， 认购价为每股认购股份58.85港元，认购事项净筹约14.14亿港元，约90%将用于进一步扩大集团的服务 能力及产能，包括但不限于其生物偶联药物、原料药及药品的临床及商业生产产能。约10%将用于集团 的营运资金需求及一般公司用途。认购人为公司的控股股东。 ...

药明合联(02268)早盘涨超5%，截至发稿，涨1.06%，报61.95港元，成交额1.43亿港元。 消息面上，药明合联宣布，公司与配售代理签订了一份配售协议，将以每股58.85港元的价格，悉数包 销最多2227.7万股配售股份给至少六名独立第三方。预计净募集资金约13.01亿港元。其中，约90%的资 金将用于扩大集团的服务能力和产能，特别是在生物偶联药物、原料药和产品的临床及商业生产方面。 其余约10%将用于集团的营运资金和一般公司用途。 此外，药明合联宣布，与认购人药明生物(02269)订立认购协议，拟向认购人发行2413.4万股认购股份， 认购价为每股认购股份58.85港元，认购事项净筹约14.14亿港元，约90%将用于进一步扩大集团的服务 能力及产能，包括但不限于其生物偶联药物、原料药及药品的临床及商业生产产能。约10%将用于集团 的营运资金需求及一般公司用途。认购人为公司的控股股东。 ...

重要新闻 1. 央行公布8月各项工具流动性投放情况，未进行公开市场国债买卖 央行公布8月各项工具流动性投放情况，中央银行贷款方面，中期借贷便利（MLF）净投放3000亿元， 抵押补充贷款（PSL）净回笼1608亿元；公开市场业务方面买断式逆回购净投放3000亿元，未进行公开 市场国债买卖。 2. 两部门发布关于划转充实社保基金国有股权及现金收益运作管理税收政策的通知 为支持划转充实社保基金国有股权及现金收益运作管理，现将相关税收政策通知如下：一、对承接主体 在运用划转的国有股权和现金收益投资过程中，贷款服务取得的全部利息及利息性质的收入和金融商品 转让收入，免征增值税。二、将转让划转的国有股权及现金收益投资取得的收入，作为企业所得税不征 税收入。三、承接主体转让划转的非上市公司国有股权，免征承接主体应缴纳的印花税。四、对承接主 体转让划转的上市公司国有股权，以及运用现金收益买卖证券应缴纳的证券交易印花税，实行先征后 返。本通知自2024年4月1日起执行。通知发布前已缴纳的税款，符合本通知规定的，可予以退还。 3. 宇树科技宣布将在四季度提交IPO申请 宇树科技在社交媒体平台X上发帖称，预计将在10月至12月向 ...

2025.09. 03 【今日推荐】 事关养老金，万亿级国资充实社保免征3项税收 工信部：前7个月我国软件业务收入83246亿元，同比增长12.3% 9月2日，财政部 税务总局公开《关于划转充实社保基金国有股权及现金收益运作管理税收政策的通 知》，为支持划转充实社保基金国有股权及现金收益运作管理，给出相关收入实际免征增值税、企业 所得税、印花税（及证券交易印花税）优惠政策，且这一优惠政策执行日期追溯至2024年4月1日， 此前已缴纳税款可退还。 中国对俄罗斯试行免签，俄罗斯入境游客量有望大幅提升 9月2日，外交部发言人郭嘉昆表示，为进一步便利中外人员往来，中方决定扩大免签国家范围，自 2025年9月15日至2026年9月14日，对俄罗斯持普通护照人员试行免签政策。俄罗斯持普通护照人 员来华经商、旅游观光、探亲访友、交流访问、过境不超过30天，可免办签证入境。在此次免签政 策加持下，来自俄罗斯的入境游旅客量有望大幅增加。 以色列总理：以军正在为进攻加沙城做准备 当地时间9月2日，以色列总理内塔尼亚胡发表视频讲话称，以军正在为进攻加沙城做准备。内塔尼 亚胡称，以色列不仅打击了巴勒斯坦伊斯兰抵抗运动（哈马斯），还打 ...