公开资料显示，此次入股源于歌礼制药近期完成对配股计划。公司共配售6926万股，所得款项净额约 8.35亿港元。GIC在此轮配售中获得头部分配额度。歌礼制药方面表示，本轮融资资金的90%将专项用 于口服小分子GLP-1受体激动剂ASC30的全球III期临床开发，包括试验准备、基础工作及正式启动；剩 余10%用于补充运营资金。 智通财经APP获悉，歌礼制药-B(01672)早盘涨近9%，截至发稿，涨8.29%，报16.46港元，成交额1428.9 万港元。 消息面上，2月6日，港交所披露的信息显示，新加坡政府投资基金(GIC)以每股均价12.18港元的价格， 斥资约7.81亿港元买入歌礼制药6412.8万股新股。交易完成后，GIC持有歌礼制药6.42%股权。 ...

（文章来源：每日经济新闻） 每经AI快讯，海翔药业涨停走出2连板，2天累计涨幅达20.94%。 ...

Group 1 - Company Innovent Biologics announced a strategic partnership with Eli Lilly on February 8 to advance global research and development of innovative drugs in oncology and immunology [1][5] - According to the agreement, Innovent will receive an upfront payment of $350 million, with potential milestone payments of up to $8.5 billion and a tiered revenue share from net sales outside Greater China [1][5] - Following the announcement, Innovent's stock opened high, surging over 8%, while the Hong Kong Stock Connect innovative drug sector saw a broad uplift, with the high-volatility Hong Kong Stock Connect innovative drug ETF (520880) rising by 3% [1][5] Group 2 - The trend of Chinese innovative drugs going global continues to heat up in 2026, with significant collaborations such as CSPC's partnership with AstraZeneca ($18.5 billion) and Rongchang's deal with AbbVie ($5.6 billion) showcasing the increasing international competitiveness of Chinese innovative drugs [3][7] - Innovent's recent deal, valued at $8.85 billion, adds momentum to the trend of Chinese innovative drugs expanding into international markets [3][7] - The Hong Kong Stock Connect innovative drug sector is currently at a low point, with the ETF (520880) recently hitting a record low since its listing, presenting an opportunity for investors to acquire innovative drug stocks at lower prices [3][7]

歌礼制药-B(01672)早盘涨近9%，截至发稿，涨8.29%，报16.46港元，成交额1428.9万港元。 公开资料显示，此次入股源于歌礼制药近期完成对配股计划。公司共配售6926万股，所得款项净额约 8.35亿港元。GIC在此轮配售中获得头部分配额度。歌礼制药方面表示，本轮融资资金的90%将专项用 于口服小分子GLP-1受体激动剂ASC30的全球III期临床开发，包括试验准备、基础工作及正式启动；剩 余10%用于补充运营资金。 消息面上，2月6日，港交所披露的信息显示，新加坡政府投资基金(GIC)以每股均价12.18港元的价格， 斥资约7.81亿港元买入歌礼制药6412.8万股新股。交易完成后，GIC持有歌礼制药6.42%股权。 ...

来源：@央视财经微博 【#美国春晚30秒广告或超1000万美元# #美国春晚成AI和药企竞争新阵地#】当地时间2月8日晚，素 有"美国春晚"之称的"超级碗"将在加利福尼亚州圣克拉拉的李维斯体育场举行。今年的比赛预计将吸引 1.3亿人观看，庞大的观众群体吸引了众多广告主争相在"超级碗"上投放广告，包括近年来快速发展的 AI公司，其中两家美国AI巨头的"超级碗"广告之争已经引发关注。美国人工智能公司Anthropic在宣传 自家的产品Claude时，讽刺了另一家人工智能公司OpenAI计划在免费版本的ChatGPT中投放广告的决 定。路透社报道，OpenAI也计划利用"超级碗"来推广其软件编码产品Codex，但广告内容还未公布。此 外，在2026年减肥药市场竞争白热化的背景下，礼来与诺和诺德这两家知名制药企业计划通过"超级 碗"这一顶级流量入口正面交锋，意在争夺GLP-1类药物的新客户群体。据悉，今年"超级碗"一则30秒 的广告平均价格为800万美元，有的报价甚至超过1000万美元。 【#美国春晚30秒广告或超1000万美元# #美国春晚成AI和药企竞争新阵地#】当地时间2月8日晚，素 有"美国春晚"之称的"超级 ...

Core Viewpoint - The approval of ICP-538 by the National Medical Products Administration (NMPA) marks a significant milestone for the company as it is the first VAV1 molecular glue degrader developed in China and the second globally to enter clinical research [1] Group 1: Product Development - ICP-538 is a novel oral, highly efficient, and selectively targeted VAV1 molecular glue degrader [1] - VAV1 is a critical protein downstream of T cell and B cell receptors, which is essential for developing treatments for various difficult-to-treat autoimmune diseases [1] Group 2: Market Context - Currently, there are no approved VAV1-targeted drugs available in the global market [1] - The potential applications of ICP-538 include treatment for inflammatory bowel disease (IBD), systemic lupus erythematosus (SLE), and multiple sclerosis (MS) [1]

绿通科技：绿通产业基金拟1000万元投资圣昊光电，后者主营光通信（核心股）芯片测试设备 东田微：拟投资4亿元建设全球研发中心及华南制造总部项目，主要从事研发光通信（核心股）精密光 学元器件等 爱旭股份：与Maxeon签订《专利许可协议》 赛力斯：与重庆市沙坪坝区人民政府签署合作协议，以蓝电汽车相关存量资产剥离出资设立标的公司 【重要事项】 沙河股份：拟2.74亿元购买晶华电子70%股份 构成重大资产重组（核心股） 杉杉股份：若重整成功，公司实际控制人将变更为安徽省国资委 永太科技：拟购买永太高新25%股权，宁德时代将成为公司股东 【投资&签约】 中兴通讯：拟出资2亿元认购粤港澳大湾区创业投资引导基金合伙企业份额 【经营】 长盈精密：人形机器人（核心股）精密零组件2025年营收约1亿元，为AI品牌方提供服务器数据传输铜 缆 恒瑞医药（核心股）：HRS-4642注射液纳入突破性治疗品种名单，目前国内外尚无同类药物获批上市 众生药业：控股子公司一类创新药昂拉地韦两项III期临床试验获积极结果 天成自控：子公司武汉天成收到国内头部某汽车企业乘用车座椅定点通知，项目生命周期5年，预计总 金额23亿元 股票频道更多独家策 ...

Core Viewpoint - Tongyuan Kang Pharmaceutical has achieved a significant milestone with the acceptance of its New Drug Application (NDA) for TY-9591, a novel drug targeting brain metastases in non-small cell lung cancer (NSCLC) by the National Medical Products Administration (NMPA) of China [1][2] Group 1: Product Development and Market Position - TY-9591 is the first next-generation EGFR-TKI inhibitor specifically for lung cancer brain metastases, attracting considerable market attention due to its differentiated advantages [1][2] - The drug is a deuterated version of the already marketed drug Osimertinib, designed to reduce toxic metabolites and enhance blood-brain barrier penetration with a high dosage of 160mg [2][3] - The NDA submission is based on a pivotal clinical study (ESAONA) involving over 50 research centers in China, aimed at evaluating the efficacy and safety of TY-9591 compared to Osimertinib [3] Group 2: Commercialization and Supply Chain - The company has proactively established a GMP production facility in Zhejiang, covering 39,000 square meters, to ensure rapid commercialization and stable product supply [4] - Initial commercialization will involve collaboration with leading CDMO company Kelaiying to facilitate quick market entry [4] Group 3: Market Potential and Financial Projections - The global sales peak for Osimertinib is projected to exceed $6 billion in 2024, with domestic sales surpassing 8 billion RMB, indicating a competitive landscape for TY-9591 [4] - The estimated annual sales peak for TY-9591 in the domestic market is projected to be no less than 3 billion RMB for brain metastases and 2 billion RMB for patients with EGFR L858R mutations, with a total potential exceeding 5 billion RMB [5] Group 4: Pipeline and Business Development - The company is focused on lung and breast cancer, with multiple products targeting CDK pathways to address HR+/HER2- breast cancer management [6] - Recent clinical research results in the CDK field were presented at the 2025 ESMO conference, showcasing the company's robust pipeline [6] - The company has entered into a licensing agreement for its self-developed product TY-2136b with a major pharmaceutical company in Greater China, while retaining rights in other regions [6] Group 5: Corporate Governance and Market Communication - Recent shareholding changes by the company's chairman, Wu Yusheng, were clarified as part of an employee incentive program, not personal divestment, addressing market misunderstandings [7] - The company plans to implement a share buyback program to incentivize and reward its mid-to-senior level R&D personnel and management [7]

亿腾嘉和(06998)发布公告，旗下小核酸创新药EDP167II期临床试验成功完成首例受试者给药。 EDP167II期临床试验是一项针对纯合子家族性高胆固醇血症(HoFH)成人患者的多中心、剂量探索、开 放标签的试验，旨在评估EDP167在HoFH患者中的疗效和安全性，其主要终点为首次给药24周后低密度 脂蛋白胆固醇(LDL-C)水平相较基线的变化，预计于2026年第四季度完成主要终点的评估。 ...

智通财经APP讯，亿腾嘉和(06998)发布公告，旗下小核酸创新药EDP167 II期临床试验成功完成首例受 试者给药。 EDP167 II期临床试验是一项针对纯合子家族性高胆固醇血症(HoFH)成人患者的多中心、剂量探索、开 放标签的试验，旨在评估EDP167在HoFH患者中的疗效和安全性，其主要终点为首次给药24周后低密度 脂蛋白胆固醇(LDL-C)水平相较基线的变化，预计于2026年第四季度完成主要终点的评估。 ...