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滕琛:港研发+珠转化,给湾区产业合作“踩油门”
Nan Fang Du Shi Bao· 2026-02-11 03:06
Core Viewpoint - The collaboration between Zhuhai and Hong Kong in technology innovation and industrial linkage is a focal point of discussion during the "Two Sessions" in Zhuhai, aiming to create new advantages for the development of the Guangdong-Hong Kong-Macao Greater Bay Area [1] Group 1: Advantages of Zhuhai - Zhuhai is strategically located at the intersection of three major metropolitan areas, making it the first stop for technology resources connecting to Hong Kong [2] - The city has a gradually improving industrial ecosystem in integrated circuits, biomedicine, and marine economy [2] - Lower land and labor costs compared to Shenzhen and Hong Kong make Zhuhai suitable for project trials and large-scale production [2] - Innovative policies such as "Hong Kong vehicles entering the mainland" and "Zhuhai-Hong Kong talent card" facilitate cross-border collaboration [2] Group 2: Advantages of Hong Kong - Hong Kong boasts a concentration of world-class universities and research institutions, providing rich innovation resources [3] - The city has diverse financing channels and international financial service capabilities [3] - Institutional advantages such as cross-border use of research funds and expedited customs for experimental equipment enhance cross-border scientific collaboration [3] Group 3: Recommendations for Collaboration - Establish a regular collaboration mechanism by setting up a Zhuhai-Hong Kong industrial linkage task force to hold joint meetings and approve major cooperation projects [4] - Support Hong Kong enterprises in utilizing Zhuhai's land and facilities for R&D centers, pilot bases, and manufacturing parks to overcome spatial limitations [5] - Enhance cross-border trade convenience by deepening the effects of "Hong Kong vehicles entering the mainland" and exploring integrated cross-border supply chain supervision [6] - Facilitate the flow of innovative elements by encouraging joint laboratories between institutions and enterprises from both regions [7] - Co-build a regional innovation community by collaborating with Hong Kong to establish the Zhuhai-Western Science City and promote the integration of industry, technology, and scenarios [8] - Improve personnel exchanges and transportation by implementing a "one visa for multiple entries" policy for travel from Zhuhai to Hong Kong and accelerating the construction of maritime routes [9]
广州“双向赋能”产业对接路演活动开幕
Guang Zhou Ri Bao· 2026-02-11 02:32
Core Insights - The article emphasizes the importance of cross-regional collaboration in various industries, particularly in sectors like new energy vehicles, biomedicine, and artificial intelligence, through initiatives like the "dual empowerment" industry matchmaking event in Guangzhou [2][5]. Group 1: Event Overview - The "dual empowerment" industry matchmaking event in Guangzhou featured over 20 high-quality enterprises from sectors such as new energy vehicles, biomedicine, and artificial intelligence, promoting their products, technologies, and collaboration opportunities [2]. - The event aims to establish a clear pathway for precise collaboration, transitioning from "list matching" to "ecological co-construction" [5]. Group 2: Collaboration Mechanisms - Guangzhou is implementing a dynamic mechanism for continuous updating and precise matching of collaboration projects, resulting in 23 key cooperation projects identified to date [5]. - The city plans to host 17 specialized matchmaking events in 13 domestic cooperation cities by 2025, attracting over 450 enterprises and institutions to facilitate efficient resource flow and collaboration [5]. Group 3: Industry Synergy and Benefits - The collaboration efforts are designed to enhance the high-end industrial landscape, focusing on sectors like new energy vehicle sales, low-altitude economy, digital technology, and biomedicine, leading to successful project implementations [6]. - The initiative not only extends Guangzhou's advantageous industries but also aids partner regions in industry transfer and the cultivation of new productive forces [7]. Group 4: Economic Impact - Since 2025, Guangzhou has completed or signed over 80 cooperation projects, with a total economic cooperation amount exceeding 10 billion yuan, showcasing the value of cross-regional collaboration [8]. - The city has organized 17 promotional matchmaking activities, attracting 245 Guangzhou enterprises and achieving a trade cooperation scale surpassing 7 billion yuan [8].
侵入式脑机接口临床落地加速,医疗创新ETF(516820)涨近1%
Xin Lang Cai Jing· 2026-02-11 02:17
Group 1 - The core viewpoint of the news highlights the growth and investment opportunities in the brain-computer interface (BCI) market, particularly in China, with significant funding and technological advancements being made by domestic companies [1][2] - The China Medical and Medical Device Innovation Index (931484) has shown a positive performance, with a 0.78% increase, and notable gains in constituent stocks such as TeBao Bio and XinHe Cheng [1] - The global brain-computer interface market is projected to reach approximately $2.62 billion in 2024, with an expected growth to $2.94 billion in 2025 and a compound annual growth rate of 17.35% over the next decade [2] Group 2 - The Chinese brain-computer interface market is anticipated to grow from 3.2 billion yuan in 2024 to 6.14 billion yuan by 2028, indicating a strong domestic market potential [2] - Recent funding of 300 million yuan in A+ round financing for ZhiRan Medical will be utilized for large-scale clinical trials and product iterations, marking a significant step in the application of invasive brain-computer interfaces [1] - The top ten weighted stocks in the China Medical and Medical Device Innovation Index account for 63.9% of the index, with companies like WuXi AppTec and Mindray Medical leading the list [2]
一场“相亲会”,让技术走出实验室
Xin Hua Wang· 2026-02-11 02:10
据悉,此次亮相的项目正是从"金种子"企业培育库中筛选而来,主要分布在集成电路、新能源汽 车、生物医药等浙江省"415X"先进制造业集群重点领域。 为了破解企业和银行之间信息不对称难题,现场还同步发布了《浙江省知识产权金融产品服务清 单》《专利产业化项目融资需求清单》两张清单。(记者 全琳珉 通讯员 市闻) 10日,在浙江(杭州)知识产权创新产业园内,一场特殊的"相亲会"——2026年度首场全省专利产 业化投融资专项对接活动在这里举办。在活动现场,67个重大产业化项目以及融资需求超210亿元的179 个"金种子"项目集中发布,期待能够通过资金的赋能"落地成金"。 知识产权的价值在于转化运用。近年来,为了让科技成果不只停留在实验室,浙江深入实施专利产 业化促进中小企业成长"金种子"计划,构建覆盖1.67万家企业的培育矩阵,并依托科创企业上市知识产 权加速器等载体,累计响应服务需求14.85万项,问题解决率超90%,开展对接活动2953次、落地专利 产业化项目6255项。 ...
信达国际控股港股晨报-20260211
Xin Da Guo Ji Kong Gu· 2026-02-11 01:49
Market Overview - The Hang Seng Index is expected to be constrained by this year's high of 28,056 points due to the hawkish stance of the newly appointed Federal Reserve Chairman and a rebound in the US dollar index, which has led to profit-taking in the commodity market [2] - The Chinese government is anticipated to focus on expanding domestic demand and technological self-sufficiency in the first quarter of 2026, as it marks the beginning of the 15th Five-Year Plan [2] - There is a policy vacuum in China ahead of the Two Sessions, with many provinces lowering their GDP growth targets, leading to expectations of a GDP growth target of 4.5%-5% for 2026, down from approximately 5% in 2025 [2] Company News - Alphabet is expected to raise $32 billion through a rare issuance of century bonds in GBP [4] - Alibaba has launched the RynnBrain model, which aims to give robots a "thinking brain" [4] - Semiconductor manufacturer SMIC reported a 61% increase in profits last quarter, exceeding revenue guidance [4] - WuXi Biologics has issued a profit warning, expecting a 46% increase in profits for the previous year [4] Economic Outlook - The Federal Reserve maintained interest rates in January, aligning with market expectations, and expressed a positive outlook on economic activity, indicating a cautious approach to future rate adjustments based on economic data [4] - Recent economic data has shown resilience, which may limit the scope for interest rate cuts in the near term [4] - Geopolitical tensions have led to a rebound in oil prices, although an oversupply situation is expected to limit the upward movement of international oil prices [4] Sector Focus - The travel sector is experiencing strong demand as the Lunar New Year approaches [7] - The AI sector is seeing rapid growth due to intensive upgrades in AI models, benefiting the semiconductor industry [7] - The innovative pharmaceutical sector continues to see significant licensing deals and ongoing international expansion [7] Macro Focus - The People's Bank of China is expected to implement a moderately loose monetary policy, utilizing tools such as reserve requirement ratio cuts and interest rate reductions to support economic growth and stabilize prices [8] - The central bank aims to maintain liquidity and financing conditions that align with economic growth and price level expectations [8]
MIRXES-B高开逾5% 公司联合创始人及基石投资者自愿承诺不出售公司股份
Zhi Tong Cai Jing· 2026-02-11 01:38
自愿承诺体现联合创始人及基石投资者对公司长期发展前景、业务基础及战略方向的坚定信心,彰显其 长期持有公司股份的意愿并支持公司实现可持续增长及价值创造。根据自愿承诺,于2026年2月23日起 的12个月期间内:联合创始人各自已承诺不会出售任何相关股份;基石投资者已承诺将持有其不少于 80%的相关股份。 MIRXES-B(02629)高开逾5%,截至发稿,涨5.56%,报25.04港元,成交额464.09万港元。 消息面上,2月11日,MIRXES-B发布公告,涉及联合创始人及基石投资者所持公司相关股份的现有禁 售承诺将于2026年2月23日届满。于现有禁售期届满后,联合创始人,即朱兴奋博士(持有3241.94万股 股份)、周砺寒博士(透过SLW Gene Limited持有控制1866.06万股股份)及邹瑞阳博士(透过Accurate Gene Limited持有控制1786.06万股股份),以及基石投资者北京浔瑞企业管理合伙企业(有限合伙)(持有1664.92 万股股份)已就上述各自于公司的股权自愿向公司作出承诺。 ...
港股早评:三大指数高开,AI应用概念股、生物医药股继续上涨
Ge Long Hui· 2026-02-11 01:29
美股道指续创新高,人工智能忧虑波及券商股。港股三大指数继续高开,恒指涨0.23%,国指涨 0.17%,恒生科技指数涨0.21%。权重科技股多数继续反弹,AI应用概念股继续上涨,龙头股智谱高开 近5%有望再创历史新高,阜博集团、商汤等纷纷上涨,生物医药股亦集体活跃,再鼎医药、药明生物 涨超3%。另外,半导体股、餐饮股、石油股部分走低,权重股中芯国际跌超2%。(格隆汇) ...
【西安】构建全周期人才服务保障体系
Shan Xi Ri Bao· 2026-02-11 00:38
2月9日,记者从西安市人力资源和社会保障局获悉:"十四五"以来,西安市创新深化"人才+基地 +项目+生态"发展模式,构建起覆盖引、育、用、留的全周期人才服务保障体系,已累计设立市级博士 后创新基地87个,资助博士后科研项目111个。 西安市人力资源和社会保障局相关处室负责人介绍,截至目前,西安市博士后创新基地科研成果已 形成显著产业赋能效应。西安市资助的111个科研项目广泛覆盖新材料、新能源、生物医药、光子、智 能制造等前沿领域,累计支持基地申请专利416项,其中发明专利235项,发布国家标准15项;科研成果 转化累计创造直接经济效益约14亿元。 此外,西安市还建立博士后创新基地动态管理和梯度培育机制,对运行良好的市级博士后创新基地 优先推荐申报省级博士后科研工作站。 为此,西安市将产学研成果纳入职称评审加分项,积极协助博士后申报"西安英才计划"等人才项 目;创新搭建精准对接平台,西安高新区等重点区域定期摸排产业链企业需求,发布博士后招才榜单, 推动人才与项目精准匹配。(记者:周明) 为有效激发企事业单位建平台、引人才、搞创新的内生动力,"十四五"以来,西安市每年择优遴选 5家至10家产学研基础雄厚的企事业单 ...
药明生物(02269)盈喜:2025年股东应占利润同比增46.3%
智通财经网· 2026-02-11 00:20
公告称,药明生物取得收入的增长源于"跟随并赢得分子"战略的成功执行,以及领先的技术平台、行业 最佳的项目交付时间及优秀的项目执行过往记录等共同推动。 智通财经APP讯,药明生物(02269)公告,预期该集团于2025年度收益将增长约16.7%,至人民币 217.9亿元;毛利率将同比提升约5个百分点至46%;经调整毛利将同比增长25.5%,至约人民币106.38亿 元。 利润及归属于公司权益股东的利润,预计将分别同比增长约45.3%至人民币57.33亿元和约46.3%至人民 币49.08亿元;经调整净利润将同比增长约22%至人民币65.86亿元。 2025年药明生物一体化CRDMO平台全年新增209个综合项目,综合项目总数达945个创下新高。 本次药明生物在公告提及,基于双特异性抗体和ADC(抗体偶联药物)等快速发展的技术平台,其扩 大了对生物药行业提供包括研究发现、IND前开发及临床和商业化生产等在内的服务范围。 根据公告,药明生物业绩增长的其他原因还包括:集团多个先进技术所产生的研究服务收益增长;对现 有及新增产能的利用,包括欧洲生产基地的产能爬坡;精益运营管理系统及数字化方案实现成本节约与 效率改善,以及 ...
和誉-B(02256):FGFR4抑制剂依帕戈替尼完成全球I期研究扩展阶段美国首例患者给药
智通财经网· 2026-02-11 00:12
智通财经APP讯,和誉-B(02256)发布公告,公司附属公司上海和誉生物医药科技有限公司(和誉医药)宣 布,其自主研发的高选择性小分子FGFR4抑制剂依帕戈替尼(Irpagratinib/ABSK-011)针对FGF19过表达晚 期肝细胞癌(HCC)的全球多中心I期临床研究(ABSK-011-101)已在美国成功完成首例患者给药。此前, 依帕戈替尼已获得美国食品药品监督管理局(FDA)授予的快速通道资格认定(Fast Track Designation, FTD),有望进一步加速其全球临床开发进程。 ...