特朗普的声明让人吃惊，2月3日，他宣布美印达成了贸易协议，这场拉锯战了一年多的博弈终于告一段 落。美国大手一挥，将对印度的关税从50%大幅削减至18%。这一消息简直让莫迪乐开了花，特别是在 他刚刚卷入爱泼斯坦案的风波中，顿时仿佛看到了曙光。对莫迪来说，18%的关税水平几乎与日韩的 15%相当，比起印尼19%、越南20%的关税待遇，这真是相当不错的成绩单，堪称莫迪能够获得的最佳 结果。然而，大家都明白，世上哪有不劳而获的好事。为了这一点小小的关税优惠，莫迪付出的代价可 不轻。 首先，印度本土的工业将面临灭顶之灾。协议的核心内容之一，就是要求印度取消对美国的关 税和非关税壁垒。这对于印度来说，无异于拆掉了自己赖以生存的保护屏障。众所周知，印度的工业基 础相当薄弱，曾依赖高关税作为保护伞。然而，一旦关税被撤销，美国的成熟工业产品蜂拥而至，印度 本土的企业难以招架。拿汽车产业来说，印度曾对进口整车征收高达110%的关税，像塔塔和马恒达这 样的车企依靠这一政策才得以生存。如今，关税取消后，通用和福特等美国品牌将低价杀入市场，印度 本土车企的销量可能会暴跌。制药、纺织等曾经的优势产业，也将难以抵挡美国产品的竞争。农业尤为 ...

Core Viewpoint - GlaxoSmithKline (GSK) has announced that the China National Medical Products Administration (NMPA) has accepted its application for the marketing of a recombinant respiratory syncytial virus (RSV) vaccine, aimed at preventing lower respiratory tract diseases caused by RSV in adults aged 60 and above [1] Group 1: Vaccine Approval and Market Potential - The RSV vaccine, if approved, will be the first in China to help adults aged 60 and above prevent the severe consequences of RSV [1] - The vaccine has already been approved in over 65 countries for the prevention of lower respiratory tract diseases caused by RSV in the same age group [1] Group 2: Disease Impact and Statistics - RSV is a common and contagious virus that can lead to lung and respiratory infections, affecting approximately 64 million people globally each year [1] - In China, over 6 million individuals aged 60 and above are affected by RSV annually, resulting in more than 350,000 related hospitalizations [1]

Core Viewpoint - The recent acceptance of the market application for Mirabegron extended-release tablets by Wuhan Renfu Pharmaceutical has sparked renewed interest in the urology generic drug sector, indicating a competitive landscape with multiple companies vying for market share [1][15]. Group 1: Market Potential - Mirabegron is projected to exceed $1.1 billion in global sales by 2024, establishing itself as a leading treatment for overactive bladder (OAB) [2]. - The drug, developed by Astellas Pharma, is the first selective β3-adrenergic agonist for OAB treatment, addressing a market that has lacked new mechanisms for nearly 30 years [5][6]. Group 2: Competitive Landscape - As of now, 16 domestic pharmaceutical companies have received approval for Mirabegron, indicating a crowded market with significant competition [12]. - Astellas maintains a dominant position in the domestic market, holding a 39.53% market share in hospitals as of the first three quarters of 2025, making it difficult for competitors to disrupt its lead [9]. Group 3: Company Strategies - Wuhan Renfu's application for Mirabegron is part of a broader strategy to enhance its portfolio in the urology specialty and expand its non-anesthesia product line [19]. - The company has over 100 approved products, with 25 being the first in the domestic market, showcasing its commitment to building a strong presence in the generic drug sector [16]. Group 4: Industry Trends - The increasing interest in Mirabegron reflects a shift towards high-potential products that combine new mechanisms, strong demand, and insurance coverage, which are becoming attractive targets for pharmaceutical companies [20]. - The ongoing competition in the generic drug market, particularly for Mirabegron, suggests a potential for value reassessment as companies seek to capitalize on cash flow opportunities in a transforming industry [20].

Core Viewpoint - The company has successfully completed the sale of its stake in the US company Arthrosi and is actively pursuing its share repurchase plan [1][2]. Recent Events - The sale of the stake in Arthrosi has been finalized, with the company receiving an initial payment of approximately $119 million (around 824 million RMB) [2]. - The company will fulfill its information disclosure obligations regarding subsequent developments related to the transaction [2]. Company Status - The share repurchase plan is ongoing, with a total of 2.7734 million shares repurchased, accounting for 0.61% of the total share capital, and a total expenditure of approximately 96.9267 million RMB [3]. - The highest repurchase price was 37.85 RMB per share, while the lowest was 32.15 RMB per share, in line with the established plan [3]. Related Transactions Progress - The company’s extraordinary general meeting approved the expected daily related transactions for 2026, with a total not exceeding 104.35 million RMB, involving transactions with related parties such as Runer Eye Hospital and Yunrun Biotechnology [4].

| 序号 | 申报企业 | 药品代码 | 通用名 | 商品名 | 剂型 | 規格 | 转换比 | 包装材质 | 包裝 单位 生产企业名称 | 分包装企 业名称 | 药品上市许可 持有人 | A/B组 | 备注 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 75 | 广州白云山屋群 (药业)股份有限 公司 | ZA10DAA009401 0300423 | 安神补脑液 | 无 | 合剂 | 每支装10ml(含 维生素B15mg) | 12 | 玻璃瓶 | 广州白云山星群 盒 (药业)股份有限公 日 | | 广州白云山星群(药 业)股份有限公司 | | | | | | | | | | 1 | | | | | | | | | | | | | | | | | | | | | | | 据了解，浙江第六批集采合计纳入45个品种，化药33个，中成药12个，严格遵循"技术评审+价格评审"双轨制，将临床疗效、质量可靠性、安全性等核心 指标置于评审首位。为保障临床用药需求与供应稳定性，评审还设置A ...

Market Performance - The Hong Kong stock market showed a strong performance with the Hang Seng Index rising by 0.43% to 27,299.62 points, the Hang Seng Tech Index increasing by 1.1% to 5,510.82 points, and the National Enterprises Index up by 0.41% to 9,280.92 points [1] - Major technology stocks mostly saw gains, with Alibaba up by 0.81%, JD.com up by 0.64%, Xiaomi up by 4.72%, and NetEase up by 1.04%, while Tencent fell by 0.54% [1] Company Earnings - Semiconductor company SMIC reported a significant increase in performance, with projected sales revenue of $9.327 billion for 2025, a year-on-year increase of 16.2%, and a net profit of $685 million, up by 39.1% [2] - SMIC's average capacity utilization rate reached 93.5% for the year, with Q4 utilization hitting 95.7% [2] - PCCW reported a 7% increase in revenue to HKD 40.252 billion, with a 16% reduction in losses [2] Corporate Developments - Minth Group plans to establish a joint venture with Aisin and Toyota to produce aluminum vehicle body frames, strengthening its supply chain in North America [3] - Singlomics completed a placement raising HKD 835 million, with 90% allocated for global Phase III clinical trials of its obesity drug ASC30 [5] - Huatai Securities completed a zero-coupon convertible bond issuance of HKD 10 billion [6] Market Insights - CICC noted that the recent pullback in the Hong Kong market is due to three pressures: hawkish expectations from the Federal Reserve, doubts about AI capital expenditure returns, and lower-than-expected PMI [7] - The market is expected to have limited upward space in the medium term, with a target range for the Hang Seng Index between 28,000 and 29,000 points [7] - Analysts suggest focusing on essential retail and technology hardware sectors for potential growth [7]

Core Viewpoint - The company has received FDA approval to conduct Phase II clinical trials for RAY1225, aimed at overweight or obese patients, and is actively seeking international collaboration for multi-center clinical research [1] Group 1 - The company confirmed that RAY1225 injection has been approved by the FDA for Phase II clinical research in the United States [1] - The company is pursuing international cooperation to organize and conduct multi-center clinical studies [1] - The goal is to complete the relevant research as soon as possible and apply for drug approval to provide more treatment options for patients [1]

Core Viewpoint - Gilead Sciences reported a 5% year-over-year revenue growth in Q4, reaching $7.9 billion, surpassing analyst expectations of $7.7 billion [1] - The adjusted earnings per share (EPS) of $1.86 also exceeded the forecast of $1.81 [1] Group 1: Financial Performance - Q4 revenue increased by 5% to $7.9 billion, exceeding analyst expectations [1] - Adjusted EPS was $1.86, higher than the anticipated $1.81 [1] - Sales of HIV-related products rose by 6% to $5.8 billion, driven by increased demand for prevention and treatment [1] - Sales of Remdesivir declined by 37% to $212 million, primarily due to a decrease in COVID-19 related hospitalizations [1] Group 2: Future Outlook - Gilead expects product sales to range between $29.6 billion and $30 billion for the year [1] - The adjusted EPS guidance is projected to be between $8.45 and $8.85, while analysts expect $30.2 billion and $8.75 respectively [1] - The guidance is influenced by a pricing agreement with the Trump administration and uncertainties following the expiration of certain government subsidies [1]

现场，70家企业带来超1200个优质岗位，集成电路零工市场专区提供100余个灵活岗位，涵盖工 程师、技术员、操作工等多个工种，满足不同层次劳动者就业需求，吸引进场求职者超1500人，累计 收取简历631份，初步达成就业意向307人。 2月10日，南京市2026年"春风行动暨就业援助季"活动在弘阳广场举行，江北新区重点企业专场招 聘会同步开展。 连日来，我市持续开展"春暖人心/春风送岗·就在江苏"系列促就业活动，该活动将持续3个月，通过 集中送岗位、主动送服务、精准送政策、上门送温暖，搭建岗位直达、培训直通、政策直享的"一站 式"就业服务桥梁，实现精准化岗位对接、多元化技能培训、系统化政策扶持、长效化服务保障，构 建"岗位供给—技能提升—稳定就业"全链条帮扶体系。 2026年是江北新区全面一体化融合后的起步之年。江北新区将坚持就业优先导向，紧扣主导产 业，深化产才融合，扩大优质岗位供给，同时建强基层服务阵地，打响"就在江北"品牌，构建优质高效 的就业服务生态。 江北新区民生保障局就业社保办相关负责人介绍，"春风行动"期间，新区将联合街道、园区及重点 企业，通过专场招聘、直播带岗等形式开展40场招聘活动，并同步实 ...

2月9日，中国科学院深圳先进技术研究院医药所研究员童丽萍、陈棣、约翰·斯彼克曼团队联合暨南大 学副教授张还添团队在《细胞·代谢》上发表最新研究。他们发现司美格鲁肽对代谢性骨关节炎展现出 显著的软骨保护作用，且这一疗效独立于其减重功效之外。 （文章来源：科技日报） 该研究中，研究团队首先通过高脂饮食构建了肥胖小鼠模型，并利用内侧半月板失稳手术建立了代谢性 骨关节炎小鼠模型。研究人员将小鼠分为两组：一组接受司美格鲁肽治疗，另一组则进行严格限制饮食 的"配对饲养"，使两组小鼠的体重下降幅度与药物治疗组完全一致。 12周后，研究发现，药物治疗组的小鼠，其软骨退化、滑膜炎、骨赘形成均显著减轻，软骨机制蛋白表 达恢复。相比之下，"配对饲养"组虽与药物治疗组体重变化一致，却未展现软骨保护效果。"这一对照 实验表明，司美格鲁肽对骨关节炎的软骨保护作用，独立于其减重效果，打破了'依靠减重改善骨关节 炎'的传统认知。"陈棣介绍。 该研究首次揭示司美格鲁肽能够重塑骨关节细胞中的糖代谢规律，从而改善骨关节炎的关键作用机制， 为代谢性骨关节炎的临床治疗研究提供了潜在的药物开发新靶点。 司美格鲁肽是一种GLP-1受体激动剂类药物，最初用 ...