当日在启动仪式上，第四批成员单位正式加入联建机制。北京一轻控股有限责任公司、北京通用人工智能研究院、京报传媒经营有限公司、北京工商大 学4家单位的加入，将进一步扩大党建联建机制规模，覆盖更加广泛的领域，为深化党建共建、党业融合、互促改革创新发展提供更多借鉴和助力。 党建引领企业发展和产业创新，共创首都经济新质生产力。6月24日，"党建引领产业创新联建机制系列活动"在北京启动，来自政府、企业和高校界的嘉 宾百余人参加。活动旨在进一步深入贯彻党中央关于"以高质量党建引领保障高质量发展"精神，更好发挥"党建引领产业创新联建机制"平台作用，持续推动 党建与生产经营深度融合，充分发挥国资国企服务社会、服务民生的社会责任，携手共促惠民消费。 同仁堂集团党委书记、董事长戴小锋在致辞时表示，党建联建机制的建立源于各成员单位对"党建引领创新发展"的共同需求，通过强化党建引领，凝聚 组织合力，以党建联建的方式为国有企业产业创新发展注入了强大的红色动能。 他表示，回望一年来的并肩前行，成员单位秉持"党建引领、资源共享、优势叠加、协同发展"的合作理念，在党建引领产业创新发展的道路上进行了有 益探索。各成员单位将党建工作融入企业治理， ...

Group 1 - The State Council, led by Premier Li Qiang, held a meeting to discuss the implementation of the national science and technology conference and to enhance the mechanism for efficiently handling key tasks [3] - The U.S. stock market saw all three major indices rise, with the Dow Jones up 1%, the S&P 500 up 0.52%, and the Nasdaq up 0.52%, marking historical highs for the S&P 500 and Nasdaq [3] - International gold prices fell, with spot gold down 1.63% to $3273.34 per ounce, and COMEX gold futures down 1.85% to $3286.10 per ounce [4] - International oil prices slightly decreased, with WTI crude oil down 0.26% to $65.07 per barrel [5] - European stock indices closed higher, with Germany's DAX up 1.62%, France's CAC40 up 1.78%, and the UK's FTSE 100 up 0.72% [6] Group 2 - The Chinese government emphasized the importance of high-quality party building in the financial system to promote high-quality financial development [7][8] - The Ministry of Commerce confirmed that China and the U.S. reached a consensus on a framework to enhance trade relations, including China's commitment to expedite rare earth exports to the U.S. [9] - Wang Yi, China's Foreign Minister, is set to visit the EU headquarters, Germany, and France for high-level strategic dialogues [9] - The People's Bank of China discussed monetary policy adjustments to enhance liquidity and align monetary supply with economic growth targets [10] Group 3 - From January to May, profits of state-owned enterprises in China totaled 165.145 billion yuan, a year-on-year decrease of 2.8% [10] - The Shanghai and Shenzhen stock exchanges proposed to adjust the price fluctuation limit for risk-warning stocks to 10% [11] - The State Council's plan for modern agricultural product circulation aims to enhance sales capabilities and improve logistics by 2027 [11] Group 4 - Xiaomi's new SUV, the YU7, received significant consumer interest with over 240,000 orders within 18 hours of launch, indicating strong market demand [17][18] - China Petroleum and Chemical Corporation appointed a new chairman, which may lead to strategic changes within the company [19] - The approval of a new GLP-1 weight loss drug by the National Medical Products Administration is expected to positively impact the obesity treatment market [20][21] - Li Auto revised its Q2 delivery forecast to approximately 108,000 vehicles, down from a previous estimate of 123,000 to 128,000 vehicles [22][23] - GF Securities (Hong Kong) became the first broker in Hong Kong to issue tokenized securities, marking a significant step in financial technology [24] Group 5 - The recent legal actions taken by Seres against individuals spreading false information about the company are aimed at protecting its brand reputation [25][26] - CITIC Trust won a bid for bankruptcy restructuring services for Jin Ke, with an expected scale exceeding 150 billion yuan, which is significant for the real estate sector [27][28] - NVIDIA's CEO has sold 225,000 shares, raising concerns about the company's future outlook [29][30] - Honda's recall of over 240,000 vehicles due to potential fuel pump issues highlights ongoing safety concerns in the automotive industry [31]

Core Viewpoint - Nanjing Jianyou Biochemical Pharmaceutical Co., Ltd. maintains a stable credit rating of AA for both the company and its convertible bonds, reflecting its strong market position in heparin production and sales, despite facing challenges in raw material pricing and market fluctuations [1][3][4]. Company Overview - The company specializes in the research, production, and sales of a full range of heparin products, including heparin sodium raw materials and low molecular weight heparin preparations, along with anti-tumor preparations and other sterile injectables [7][12]. - As of the end of 2024, the company reported total assets of 95.10 billion yuan and total equity of 64.88 billion yuan, with an operating income of 39.24 billion yuan and a profit of 9.92 billion yuan [7][12]. Financial Performance - In 2024, the company achieved a total profit of 9.92 billion yuan, recovering from a loss in the previous year, with a gross profit margin of 43.28%, although this was a decline from 48.45% in 2023 [5][14]. - The company’s total debt decreased by 20.68% to 20.79 billion yuan by the end of 2024, with a cash-to-short-term debt ratio of 1.67, indicating strong liquidity [5][14]. Market Position and Industry Analysis - The global heparin market is projected to grow at a compound annual growth rate (CAGR) of 5% to 7%, driven by an aging population and increasing prevalence of cardiovascular diseases [11][12]. - The company holds a competitive advantage in research and development, with 49 ongoing projects and a research investment of 532 million yuan, accounting for 13.57% of total revenue in 2024 [4][5]. Risks and Challenges - The company faces risks related to raw material supply, currency fluctuations, and trade tensions, particularly with a significant portion of its revenue (76.75% in 2024) coming from overseas sales [4][6]. - The price of standard heparin raw materials has been on a downward trend, impacting the company's revenue from this segment, which decreased by 21.05% to 7.87 billion yuan in 2024 [14][19]. Future Outlook - The company is expected to enhance its competitive edge as it expands its formulation business and continues to launch new pharmaceutical products [3][11]. - The stable cash reserves and reduced debt burden suggest that the company’s ability to service its convertible bonds will remain strong, with potential for credit rating upgrades if overseas market expansion and capital strength improve significantly [3][4].

1、国常会：以"十年磨一剑"的坚定决心，加快推进高水平科技自立自强 重要程度：★★★★★ 国务院总理李强6月27日主持召开国务院常务会议，听取关于贯彻落实全国科技大会精神加快建设科技强 国情况的汇报，部署健全"高效办成一件事"重点事项常态化推进机制，审议通过《农村公路条例(草 案)》。 2、央行：建议加大货币政策调控强度，提高货币政策调控前瞻性、有效性 重要程度：★★★★ 根据央行网站消息，中国人民银行货币政策委员会2025年第二季度(总第109次)例会于6月23日召开。 会议研究了下阶段货币政策主要思路，建议加大货币政策调控强度，提高货币政策调控前瞻性、针对性、 有效性，根据国内外经济金融形势和金融市场运行情况，灵活把握政策实施的力度和节奏。 主板风险警示股票价格涨跌幅限制调整后，有望提升定价效率，缓解其过度波动现象，并减少连续涨停或 跌停的发生。市场影响预计中性，该调整不会改变整体价格走势。同时需注意的是，调整后这类股票的日 内波动空间将增大。 4、商务部：中国将加快向美国出口稀土 美方相应取消对华有关限制措施 重要程度：★★★ 商务部新闻发言人就中美伦敦框架有关情况答记者问。有记者提问：近日，美方有关官 ...

思宇年度活动回顾： 首届全球眼科大会 | 首届全球骨科大会 | 首届全球心血管大会 | 首届全球医美科技大会 即将召开： 2025年7月17日，第二届全球医疗科技大会 2025年9月3-5日，第三届全球手术机器人大会 2025年6月，海南证监局正式受理 百迈科北交所上市辅导备案材料 ，同意辅导备案， 百迈科正式开启IPO 。 | | | | 辅导对象 | 海南百迈科医疗科技股份有限公司 | | | | --- | --- | --- | --- | | 成立日期 | 2007-06-01 | | | | 注册资本 | 4,065.00万元 | 法定代表人 | 杨顶建 | | 注册地址 | 海南省定安县定城镇见龙社区环城南三环路18号 | | | | 控股股东 及持股比 | 控股股东为海南迈迪科医药控股有限公司,持股比例为 48.35% | | | | 倒 | | | | | 行业分类 | C27 医药制造业 | 在其他交易场 所(申请)挂 脾或上市的情 | 新三板挂牌(股票简 称:自迈科;股票代 码: 874640) | | | | 况 | | | 各 注 | 无 | | | # 财务数据 2024年，百迈科 ...

Market Overview - On June 27, Hong Kong's three major indices collectively declined, with the Hang Seng Index falling by 0.17%, the Hang Seng China Enterprises Index down by 0.47%, and the Hang Seng Tech Index decreasing by 0.07% [1][2]. Technology Sector - Major tech stocks showed mixed performance, with Xiaomi rising by 3.6%, Kuaishou increasing by over 1%, and JD.com slightly up, while Baidu fell by over 2% [3][4]. - Xiaomi's stock was boosted by the strong pre-orders for its new SUV model, the YU7, which exceeded expectations with over 289,000 units ordered within an hour of launch [5][6]. Metals Sector - The metals sector saw significant gains, with Jiangxi Copper rising over 7%, Tianqi Lithium and Luoyang Molybdenum both increasing by over 6% [6][7]. - A report indicated that the allocation ratio of funds to the metals sector increased by 1.07 percentage points to 4.59% in Q1 2025, with copper, gold, and aluminum being key focus areas [6]. Coal Sector - Coal stocks generally rose, with Shougang Resources increasing by over 3% [7][8]. - Analysts noted that coal prices are stabilizing, and the supply-demand balance is beginning to improve, suggesting a strategic bullish outlook for the coal sector [8]. Sports Goods Sector - The sports goods sector experienced gains, with Tmall rising over 4% and other brands like Yue Yuen Industrial and 361 Degrees also seeing increases [9][10]. - The recent popularity of local sports events is expected to enhance consumer awareness and brand penetration in the sports goods market over the long term [11]. Real Estate Sector - Real estate stocks faced declines, with R&F Properties dropping over 3% and other major developers like China Resources Land and Longfor Group also falling [12]. - Data indicated that the average price of second-hand residential properties in 100 cities fell by 0.71% month-on-month and 7.24% year-on-year in May 2025 [12]. Biopharmaceutical Sector - The biopharmaceutical sector was under pressure, with BeiGene falling over 9% and other companies like Rongchang Biologics and Kintor Pharmaceuticals also declining [13][14]. - Rongchang Biologics announced a licensing deal for its product with a total potential value of up to $4.105 billion, but the market reacted negatively due to unmet expectations regarding the deal's terms [14]. New Listings - The jewelry company Zhou Li Fu saw a significant increase of 33.83% on its first trading day, reaching a market capitalization of HKD 17.367 billion [15][16]. Market Outlook - Analysts from Industrial Securities forecast that Hong Kong stocks will trend upward in the second half of 2025, with potential tactical adjustments in early Q3 [17].

Core Viewpoint - The recent agreement between Chengdu's Wenjiang District and Qingbaijiang District to exchange air pollutant emission quotas is a strategic move to optimize environmental capacity while supporting economic development and improving air quality [1][2]. Group 1: Agreement Details - Wenjiang District exchanged 90 tons of volatile organic compounds (VOCs) for 60 tons of nitrogen oxides (NOx) from Qingbaijiang District, facilitating the efficient matching of emission quotas with construction projects [1]. - The exchanged NOx quotas will support major projects with a total investment exceeding 3 billion yuan, while the VOC quotas will back projects totaling approximately 15 billion yuan [1]. Group 2: Mechanism and Benefits - The new "bulk exchange" mechanism, introduced by the recent regulations, allows districts meeting specific air quality standards to optimize their emission quotas based on actual development needs [1][2]. - This mechanism simplifies the process of securing necessary emission quotas, significantly accelerating the implementation of air-related construction projects [2]. Group 3: Regional Implications - The practice in Chengdu serves as a model for other regions facing environmental capacity constraints, encouraging them to explore similar quota exchange systems [2]. - Effective implementation of the exchange mechanism requires thorough preliminary research to assess the impact on local air quality, ensuring compliance with air quality standards [2][3]. Group 4: Governance and Oversight - Strengthening policy guidance and clear communication regarding the exchange process is essential for the successful operation of the quota exchange mechanism [3]. - There is a need for comprehensive monitoring and regulation to prevent fraudulent activities during the exchange process, ensuring the integrity of environmental quality improvements [3]. Group 5: Economic and Environmental Value - The quota exchange mechanism highlights the dual value of emission quotas, emphasizing the importance of proactive emission reduction efforts even in areas with surplus environmental capacity [3]. - This approach not only meets local development needs but also opens new economic growth opportunities through market transactions and regional exchanges [3].

Core Insights - The article highlights the significant progress in project construction in Lishui District, with 18 major provincial and municipal projects initiated from January to May, achieving a startup rate of 78.3% [1][3] - The "Five Certificates Issued Together" initiative has accelerated project approvals, exemplified by the early commencement of the Botong Industrial Robot Project, which began construction 17 days ahead of schedule [2][5] - Lishui's proactive government support and efficient project management have contributed to the early operation of key projects, such as the Nanjing Yika Intelligent Vehicle Factory, which commenced testing ahead of its planned timeline [4][6] Project Initiatives - From January to May, Lishui District has initiated 18 major projects, with a total investment of 8.712 billion yuan, representing 51.9% of the annual investment plan, exceeding the scheduled progress by 10.2 percentage points [3] - The Botong Industrial Robot Project, with a total investment of 500 million yuan, is expected to produce 1,000 industrial robots annually, generating sales revenue of 250 million yuan [2] - The Nanjing Yika Intelligent Vehicle Factory, with an investment of 3 billion yuan, aims to establish a leading digital intelligent factory for autonomous vehicles, with early testing already underway [4] Government Support and Efficiency - Lishui District has implemented a "Five Certificates Issued Together" mechanism to streamline project approvals, significantly reducing the time required for necessary permits [2][5] - The local government has adopted a "special class promotion" approach, providing on-site support to address project challenges and enhance service efficiency [5][6] - The district's focus on full lifecycle management of projects aims to ensure timely completion and operational readiness, fostering a conducive environment for investment and development [6]

长江医药控股股份有限公司 董事、高级管理人员持有和买卖本公司股票 管理制度 第一章 总 则 第一条 为加强长江医药控股股份有限公司（以下简称"公司"）对董事、高 级管理人员持有及买卖本公司股份的管理工作，根据《公司法》、 《证券法》、《深 圳证券交易所创业板股票上市规则》等法律法规和中国证监会的有关规定，结合 公司实际情况，制定本制度。 第二条 本制度适用于公司董事、高级管理人员及本制度第十九条规定的自 然人、法人或其他组织所持本公司股票及其变动的管理。 第三条 公司及董事、高级管理人员在买卖公司股票及其衍生品种前，应知 悉《公司法》、 《证券法》等法律、法规、规范性文件关于内幕交易、操纵市场等 禁止行为的规定，不得进行违法违规的交易。 第四条 本制度由公司董事会负责制定，董事会应当保证制度的有效实施。 第二章 买卖本公司股票行为的申报 第五条 公司董事、高级管理人员在买卖本公司股票及其衍生品种前，应当 将其买卖计划以书面方式通知董事会秘书，董事会秘书应当核查公司信息披露及 重大事项等进展情况，如该买卖行为可能存在不当情形，董事会秘书应当及时书 面通知拟进行买卖的董事、高级管理人员，并提示相关风险。 第六条 ...

长江医药控股股份有限公司董事会 薪酬与考核委员会工作细则 第一章 总则 第一条 为进一步建立健全长江医药控股股份有限公司（以下简称"公司"） 董事（非独立董事）及高管人员的考核和薪酬管理制度，完善公司治理结构，根 据《中华人民共和国公司法》、 《上市公司治理准则》、 《公司章程》及其他有关规 定，公司特设立董事会薪酬与考核委员会，并制定本实施细则。 第二条 薪酬与考核委员会是董事会按照股东会决议设立的专门工作机构， 主要负责制定公司董事及高管人员的考核标准并进行考核；负责制定、审查公司 董事及高管人员的薪酬政策与方案，对董事会负责。 第三条 本细则所称董事是指在本公司支取薪酬的董事长、董事，高管人 员是指董事会聘任的总经理、副总经理、董事会秘书、财务负责人。 第二章 人员组成 第四条 薪酬与考核委员会由三名董事组成，其中独立董事二名。 第五条 薪酬与考核委员会成员由董事长、1/2 以上独立董事或者 1/3 以 上全体董事的提名，并由董事会选举产生。新任委员在该次董事会会议结束后立 即就任。 第六条 薪酬与考核委员会设主任一名，由独立董事担任，负责主持委员 会工作，主任由提名委员会提名，并由董事会选举通过。 第 ...