又有投行精英转行董秘，年薪或百万元？ 5月19日盘后，科创板医药生物上市公司毕得医药（688073.SH）发布公告称，经董事长提名，董事会 提名委员会资格审核，董事会同意聘任王轩担任董事会秘书职务。 需要注意的是，王轩于2025年2月加入毕得医药出任投资者关系总监，距离此番接任董秘仅3个月。 公告显示，王轩已取得上海证券交易所科创板董事会秘书任职培训证明，具备履行董事会秘书职责所必 需的专业知识和工作经验，具有良好的职业道德和个人品质，且不存在相关法律法规规定的禁止任职的 情形，符合相关任职资格。 王轩是一名投行老兵，生于1985年，厦门大学经济学硕士。她具有较为丰富的资本市场工作经验，曾就 职于中信建投证券股份有限公司投资银行部，任高级副总裁、保荐代表人、内核委员，主持或参与的项 目有交通银行可转债、康隆达IPO、中恒电气重大资产重组、杭州解百重大资产重组、永和智控IPO 等。 南财快讯记者注意到，毕得医药的上任董秘李涛也是投行出身，他参与了毕得医药的上市过程。据2024 年年报披露，其税前报酬总额为99.02万元。若王轩与李涛报酬一致，其年薪将逼近百万元。 履历信息显示，李涛生于1986年，硕士研究生学历 ...

Group 1 - The 2025 Asia Healthcare Summit focuses on "Global Collaboration for a Shared Future," bringing together leaders from the healthcare industry to promote investment, financing, and technological innovation in Hong Kong and beyond [2][4] - The summit will feature over 80 international speakers and more than 2,800 participants from 40 countries, showcasing Hong Kong's and Asia's leading advantages in medical technology [2][4] - Key discussions will include optimizing healthcare resource allocation and leveraging innovative technology to enhance accessibility and sustainability of healthcare services [4][7] Group 2 - The "Healthy China 2030" initiative is driving unprecedented transformation in China's healthcare industry, creating vast market potential and business opportunities [7] - Experts from various companies will analyze the latest developments and opportunities in the Chinese healthcare market and innovation ecosystem [7] - The summit will include discussions on artificial intelligence and data technology's impact on the healthcare industry, emphasizing early disease prediction and telemedicine [8][10] Group 3 - A special section on "Silver Health" will address the challenges of an aging population, featuring discussions on breakthroughs in geriatric medicine and investment opportunities in the silver market [11] - The importance of collaboration among stakeholders in the healthcare ecosystem will be emphasized, with discussions on commercial and innovation opportunities in the healthcare industry [12] - The summit will also include various specialized sessions covering topics such as integrative medicine, women's health, orphan drugs, and cancer treatment advancements [14] Group 4 - The forum will host an exhibition area, ASGH Business Hub, featuring over 170 medical technology exhibitors from 13 countries, showcasing cutting-edge technologies like AI and big data [14] - More than 30 global startups will present their projects to potential investors, facilitating connections through one-on-one meetings and providing business consulting services [15] - Last year's forum successfully arranged over 360 meetings for global investment project matching, covering sectors like life sciences, medical devices, and pharmaceuticals [15]

金十数据5月19日讯，恒指今早低开近200点，小幅反弹后一路下挫，最低跌近300点，见23059.89点。 于23000点上方寻得支撑后反弹，午前跌幅收窄至0.5%。恒生科技指数早间一度跌逾2%。截至午间收 盘，恒指收跌0.49%，报23230.95点，科指收跌1.03%，报5227.12点，恒指大市成交额达1054.94亿港 元。盘面上，医药板块、铝业板块逆势走强，苹果概念、出版板块跌幅居前。个股方面，美的集团 (00300.HK)获纳入恒指成分股，收涨1.67%，。先声药业(02096.HK)收涨6.54%，中国铝业(02600.HK)收 涨2.25%。阅文集团(00772.HK)遭恒生科技指数剔除成分股，收跌8.52%，瑞声科技(02018.HK)收跌 4.07%。 港股午评：恒指早间水下震荡 医药股表现亮眼 ...

Group 1 - The report highlights a continuous rebound in social financing (社融) in April, with an increase of 1.16 trillion yuan, which is 12.25 billion yuan more than the same period last year, and a year-on-year growth rate of 8.7% [2][26][27] - The M2 growth is seen as a foundation for the rebound in social financing, with the central bank emphasizing the importance of revitalizing existing financial resources and preventing idle capital [2][26] - The report indicates that while there are signs of improvement in data, further support is needed, particularly in the real estate sector, where the proportion of domestic loans for real estate development has risen to 14%, nearing levels seen in 2019-2020 [2][26] Group 2 - The financial data for April shows a significant year-on-year decrease in new RMB loans, with an addition of 280 billion yuan, which is 450 billion yuan less than the previous year, and a notable decline in new social financing [6] - The report notes that government bonds have been a major driver of social financing growth, with April's social financing growth rate potentially being the peak for the year [6] - The M2 growth acceleration is attributed to a low base effect, while M1 growth has slightly declined, indicating a need to monitor the effectiveness of monetary policy [6] Group 3 - The report on the computer industry emphasizes the potential of AI agents, particularly in the consumer (C-end) and business (B-end) sectors, with major companies like Alibaba and Tencent leading the C-end market [11] - The B-end market is segmented into head clients and small to medium clients, with different strategies for adopting AI solutions based on their needs and capabilities [11] - The report anticipates a significant growth in AI infrastructure, with the market for intelligent computing centers expected to exceed 288.6 billion yuan by 2028, growing at a compound annual growth rate of 26.8% from 2023 to 2028 [11][12] Group 4 - The report on the electric new energy sector highlights Jinlei Co., which achieved a total operating income of 505 million yuan in Q1 2025, a year-on-year increase of 97.5%, driven by increased shipment volumes [13] - The company’s dual business model of forging and casting is expected to enhance its market share, with significant growth in its wind power casting business [13] - The report also mentions an employee stock ownership plan that could stimulate operational vitality, involving up to 2.805 million shares at a grant price of 11.53 yuan per share [13]

Investment Rating - The report maintains an "Overweight" rating for the sector [1] Core Viewpoints - The market is expected to experience a period of volatility, with a focus on relative opportunities in the pharmaceutical and dividend sectors [19][21] - The model predicts a potential shift to a downward trend for the Wande All A Index, indicating a possible adjustment phase in May [19][26] - The pharmaceutical sector is highlighted for its relative stability and potential for returns, while the dividend sector is also expected to perform well after a short-term adjustment [19][21] Summary by Sections A-Share Market Overview (May 12-16, 2025) - The top three broad indices were: North Certificate 50 (3.13%), Wande Micro-Pan Daily Equal-Weight Index (1.58%), and ChiNext Index (1.38%) [10] - The bottom three indices were: Sci-Tech Innovation 100 (-1.29%), Sci-Tech Innovation 50 (-1.10%), and Sci-Tech Comprehensive Index (-1.00%) [10] A-Share Market Outlook (May 19-23, 2025) - The Wande All A Index's daily model shifted from a positive to a negative signal on May 15, suggesting a potential adjustment phase [19][26] - The monthly model for May scored -2.5, indicating a slight adjustment in the A-share market [19][26] - A "V-shaped" market trend is anticipated, with ongoing pressure on trading volumes [19] Fund Allocation Recommendations - A defensive ETF allocation is recommended, focusing on the pharmaceutical and dividend sectors due to their relative performance potential during the anticipated market adjustments [19][21] Risk Trend Model Results - As of May 16, 2025, the top three industry indices based on risk trend scores were: Coal (67.81), Communication (56.76), and Comprehensive (55.38) [55] - The bottom three were: Public Utilities (31.42), Transportation (32.32), and Beauty Care (33.99) [55]

Market Overview - The A-share market experienced a rise followed by a decline during the trading week from May 12 to May 16, with the Shanghai Composite Index reaching a weekly high of 3417 points and closing at 3367.46 points, resulting in a cumulative increase of 0.76% for the week [1][3]. Market Volume and Participation - Market trading volume showed a similar pattern, with an average daily turnover exceeding 1.3 trillion yuan in the first half of the week, but decreasing to around 1.1 trillion yuan in the latter half, with Friday's turnover dropping to 1.09 trillion yuan, indicating a decline in investor participation [3][5]. Sector Performance - There was significant structural differentiation within the market. The shipping, military, chemical, and controllable nuclear fusion sectors performed well, with companies like Chengfei Integration in the military sector achieving a weekly increase of over 60% [3]. Conversely, the precious metals sector saw a slight decline following a drop in gold prices, and ST stocks faced pressure due to potential performance issues, with many ST stocks dropping over 10% [3]. Policy Impact - The recent revision of the "Major Asset Restructuring Management Measures" by the China Securities Regulatory Commission (CSRC) is expected to enhance the efficiency and convenience of mergers and acquisitions for listed companies. The new "2+5+5" simplified review process could lead to a bullish market trend, similar to the one observed in 2014-2015 when restructuring policies were relaxed [4]. Future Market Outlook - The market outlook remains cautiously optimistic, with a focus on trading volume indicators in the upcoming week. If trading volume continues to increase, particularly in the large financial sector, the index may break through the resistance level of 3439 points. Conversely, a decrease in volume could lead to a downward adjustment [5]. Upcoming Events - Key upcoming events include a press conference by the State Council Information Office on May 19 to discuss the national economic operation in April 2025, and the release of the monthly report on residential sales prices by the National Bureau of Statistics [6][7].

Company Developments - China Telecom, China Mobile, and China Unicom have officially launched the construction of a computing power internet experimental network, aiming to interconnect their own computing resources and nationwide distributed social computing resources [6] - Xiaomi Group's president revealed that products equipped with Xiaomi's self-developed "Xuanjie O1" chip will extend beyond smartphones, with ambitions to improve its air conditioning market position from fourth to third place this year and to be among the top two by 2030 [6] - OpenAI plans to build a large new data center in the UAE, which could become one of the largest data centers globally [6] - Xiaomi Automotive addressed concerns regarding minor deformation of the SU7 front bumper, offering free pickup and repair services for affected vehicles [6] - Autonomous driving technology company WeRide announced the launch of eight autonomous driving service demonstration routes in downtown Guangzhou, marking the first all-weather autonomous driving service in the country [6] Industry Insights - As of the end of Q1, the balance of inclusive loans for small and micro enterprises in the banking sector reached 35.3 trillion yuan, reflecting a year-on-year growth of 12.5% [4] - The bond fund market has seen significant activity, with two funds, Guotai Fund and Minsheng Jianyin Fund, each achieving close to 60 billion yuan in establishment scale, marking them as the third and fourth bond funds to reach this scale since April [4] - The scale of land acquisition plans using special bonds has surged, with 171 cities announcing plans totaling 391.8 billion yuan and involving 6,565 hectares of residential land [5]

一些人去海南打干细胞，去一次疗养的花费甚至高达百万元。提供这种服务的企业赚了很多钱。 近期，75岁"输液大王"刘革新"赤膊上阵"卖保健品的消息在网上疯传。刘革新是科伦药业董事长，他在今年5月的业绩电话会上高调回应："科伦已决定挺进 大健康赛道。" "企业要生存，严肃医疗赛道的竞争非常内卷，传统产品的创新乏力，权衡利弊之下，搞大健康副业是最佳的选择了。"再生医学领域专家韩厉对第一财经记 者表示。他还称，最近经常接到一些医药公司的邀请，请他做一些关于再生医学的科普。 一位专家对第一财经记者表示，在国内，干细胞治疗的需求正在快速增长。"据我了解，一些人去海南打干细胞，去一次疗养的花费甚至高达百万元。"他告 诉第一财经记者，"提供这种服务的企业赚了很多钱。" 发力消费医疗已成行业趋势 以近期引发网络热议的"高潮针"为例，这种富血小板血浆（PRP）的注射仅获批作为骨折手术的辅助治疗，是被严格监管的三类医疗器械。然而，无论是在 大量的美容机构，PRP不仅用于皮肤注射，甚至被违规用于阴道内注射。注射一针的费用往往高达万元。 而来自多家上市公司的财报显示，在主营业务利润下滑的背景下，医美相关业务已经开始产生收入，尽管各家企业 ...

牛栏山地区党委副书记、镇长周健介绍，2025年1至4月，全镇盘活嘉民、闽京蒲等闲置资源3处，共计 1.6万平方米，工业总产值45.1亿元，同比增长22%；固定资产投资1.5亿元，同比增长27%，镇级一般公 共预算收入9102.9万元，同比增长11%，地区经济发展势头强劲。 牛栏山镇对2024年做出贡献的重点企业进行了表彰，现场颁发四大奖项，包括北京顺鑫农业（000860） 股份有限公司牛栏山酒厂、北京龙湖物业服务有限公司等10家荣获"特殊贡献奖"；北京市石油化工产品 开发供应有限公司牛山油库、中交路桥检测养护有限公司等10家摘得"精英企业奖"；闽京蒲企业园、北 京韩江自动化玻璃机械设备有限公司等10家企业获"优秀企业奖"；优秀招商团队及个人代表接受表扬。 "在牛栏山，政府是企业的坚强后盾和有力支撑。"企业分享环节，三家标杆企业讲述"潮牛故事"，其中 康仁堂药业回顾13年扎根历程，点赞镇政府"上门问需"机制，镇党委书记带队对接天津总部精准服务， 协调区卫健委搭建本地医疗机构合作平台，助推企业年增收7200万元。周健介绍，全镇持续优化营商环 境，高效办理企业诉求、落实政策兑现，自2024年以来，落实助力企业发展投 ...

Group 1 - The 34th Harbin International Economic and Trade Fair is set to showcase a variety of local products, from gourmet food to advanced technology, highlighting the unique offerings of northeastern cities [1][12] - Harbin's exhibition area features four main themes, including advancements in artificial intelligence and aerospace, showcasing the city's strategic emerging industries [1][12] - The event emphasizes the integration of local culture and innovation, with products like craft beer and new materials for electric vehicle batteries being highlighted [3][5] Group 2 - Qitaihe is promoting its traditional food products, such as Northeastern pancakes made from ancient techniques, emphasizing the region's culinary heritage [5] - The exhibition includes a diverse range of products from various cities, such as fresh dairy from Shangzhi and colorful corn from Shuangyashan, showcasing the agricultural diversity of the region [9][11] - The event also features cross-border e-commerce initiatives, particularly in Suifenhe, which aims to enhance the shopping experience for Russian products [31] Group 3 - The exhibition aims to reflect the economic transformation of Daqing, focusing on digital intelligence and green chemical industries, with over 200 products from 60 well-known companies [29] - The event serves as a platform for investment promotion and project matchmaking, particularly in Jiamusi, which will host investment conferences during the fair [23] - The fair is expected to attract significant public interest, with a focus on local specialties and cultural heritage, creating a vibrant marketplace for both local and international products [1][33]