诺和诺德大跌21.6%，这家丹麦制药巨头下调全年销售额和利润预期。惠而浦大跌12.9%，这家家电企 业Q2业绩不及预期。生物技术公司Sarepta Therapeutics涨35.7%，公司获FDA批准恢复基因疗法Elevidys 用于杜氏肌营养不良症(DMD)治疗。大全新能源涨4.7%，光伏行业迎来情绪范式转变，小摩看好。 ...

来源：格隆汇APP 格隆汇7月29日丨生物技术公司Sarepta Therapeutics盘前暴涨超45%，公司获FDA批准恢复基因疗法 Elevidys用于杜氏肌营养不良症(DMD)治疗。 ...

Group 1 - The core viewpoint of the news highlights the financial performance and market position of BeiGene, with a significant increase in revenue and net profit [1][2]. - As of July 28, BeiGene's stock opened at $299.0 per share, with a market capitalization of $35.42 billion [1]. - Financial data shows that for the fiscal year ending March 31, 2025, BeiGene's total revenue is projected to be $1.117 billion, representing a year-on-year growth of 48.64%, while the net profit attributable to shareholders is expected to be $1.27 million, reflecting a growth of 100.51% [1]. Group 2 - On July 17, Morgan Stanley raised BeiGene's target price to $345, maintaining an "Overweight" rating [1]. - The company is set to disclose its fiscal year 2025 mid-term report on August 6, prior to the market opening [1]. - BeiGene is a commercial-stage biotechnology company focused on developing and commercializing innovative molecular targeted and immunotherapy drugs for cancer treatment, with a diverse product portfolio [2].

特斯拉与三星电子达成芯片合同，特斯拉涨近1%。文远知行涨逾11%，旗下Robotaxi获得沙特首张自动 驾驶牌照。 多数中概股盘初上扬，小马智行涨超7%，禾赛、亚盛医药涨超5%，腾讯音乐、阿里巴巴涨超2%。 （持续更新中……） 21:34 特朗普认为美联储本周必须降息 21:35 多数中概股盘初上扬 21:32 美股开盘｜三大指数涨跌不一 文远知行涨逾11% 美股三大指数开盘涨跌不一，纳指涨逾0.4%。特斯拉与三星电子达成芯片合同，特斯拉涨近1%，石墨 烯电池材料商GRAPHJET TECHNOLOGY涨逾53%。文远知行涨逾11%，旗下Robotaxi获得沙特首张自 动驾驶牌照。小马智行涨逾7%，获得上海新一批智能网联汽车示范运营牌照。 | 名称 | 现价 | 涨跌 | 涨跌幅 | | --- | --- | --- | --- | | 道琼斯工业指数 | 44932.09 | 30.17 0.07% | | | 纳斯达克指数 | 21176.89 с | 68.57 0.32% | | | 标普500 | 6397.12 | 8.48 | 0.13% | 21:18 特朗普称将很快宣布药品关税 据外媒报道 ...

美股生物技术公司Celcuity股价飙升210%，因公司实验性组合疗法在晚期试验中帮助延缓了乳癌扩散。 ...

智通财经7月28日电，生物技术公司Celcuity股价盘前飙升113%，因公司实验性组合疗法在晚期试验中 帮助延缓了乳癌扩散。 ...

Core Insights - Transgene and BioInvent are presenting updated data on BT-001, an oncolytic virus, at the ESMO Annual Meeting in October 2025 [1][2] - BT-001 is being evaluated in a Phase I/IIa study for its efficacy in treating advanced solid tumors [4] Group 1: Study Details - The study is a multicenter, open-label, dose-escalation trial assessing BT-001 as a monotherapy and in combination with pembrolizumab [4] - The Phase I part of the study has shown that BT-001 is well tolerated and has demonstrated initial efficacy, with clinical responses observed in 2 out of 6 refractory patients [3][4] - The treatment has converted "cold" tumors into "hot" tumors, inducing T-cell infiltration and PD(L)-1 expression in the tumor microenvironment [3] Group 2: Product Information - BT-001 is developed using Transgene's Invir.IO® platform and incorporates a Treg-depleting recombinant human anti-CTLA-4 antibody from BioInvent [3] - The collaboration between Transgene and BioInvent is a 50/50 partnership focused on the development of oncolytic viruses [3] Group 3: Company Background - Transgene specializes in designing and developing virus-based immunotherapies for cancer treatment, with a portfolio that includes multiple viral vector-based immunotherapeutics [6][8] - BioInvent focuses on discovering and developing novel immune-modulatory antibodies for cancer therapy, with several candidates in clinical programs [8]

Core Insights - The Jiangsu Future Industry Innovation and Entrepreneurship Competition showcased 56 projects focusing on key future industries such as brain-computer interfaces, new materials, hydrogen energy, and advanced storage, with 34 projects selected as "gold seeds" for investment [1][2][6] Group 1: Competition Overview - The competition is a significant platform for nurturing future industries in Jiangsu, organized by the Provincial Development and Reform Commission and supported by various investment and entrepreneurial associations [2] - The number of projects registered for this year's competition increased by nearly 40% compared to the first edition, indicating growing interest and innovation in the sector [2] - The final round involved rigorous processes including live presentations and real-time scoring, highlighting the high quality of projects that advanced to this stage [2] Group 2: Investment Opportunities - Winning projects will enter the Jiangsu Strategic Emerging Industry Fund's future industry angel fund project reserve, providing them with potential investment opportunities [3][6] - The Jiangsu Strategic Emerging Industry Fund has reached a scale of over 100 billion, establishing a solid foundation for the growth of emerging industries [2][6] - Successful cases from the fund include a 10 million yuan investment in a biotechnology company aimed at accelerating clinical research for cancer treatments [3] Group 3: Ecosystem and Support - The competition is part of a broader strategy to cultivate future industries through collaboration among government, enterprises, research institutions, finance, and society [5][6] - The Jiangsu government is implementing a three-year action plan (2024-2026) to accelerate the development of future industries, with the competition serving as a key initiative [5][6] - The selected projects will receive continuous support and tracking services from the Jiangsu High-tech Investment Group, enhancing their chances of success [6]

Group 1 - The core viewpoint is that China is increasingly becoming a global hub for research and development, attracting top talent from around the world [3][4][5] - The number of top scientists in China is projected to increase from over 18,000 in 2020 to 32,000 by 2024, indicating a significant growth in research capabilities [4] - China's R&D spending has reached over $780 billion in 2023, accounting for 96% of the U.S. level, up from 72% a decade ago, showcasing a substantial investment in innovation [5][6] Group 2 - Policies aimed at attracting overseas talent are being implemented, including financial incentives and improved living conditions for foreign researchers [6][7] - The influx of talent is contributing to a positive feedback loop between talent cultivation and technological innovation, enhancing China's global competitiveness [7][8] - Chinese universities are improving their global rankings, with Tsinghua University nearing the top ten, reflecting the country's investment in education and research [7][8] Group 3 - China is recognized for its strategic investments in various high-tech fields, including artificial intelligence, electric vehicles, and quantum computing, establishing itself as a leader in these areas [9] - The continuous supply of over one million engineering graduates annually supports local tech companies like Huawei and BYD, fueling innovation [8][9]

Core Points - The company announced a cash dividend of 0.4 yuan per share for the 2024 fiscal year [2][10] - The profit distribution plan was approved at the annual shareholders' meeting held on June 27, 2025 [2][4] - The total cash dividend to be distributed amounts to approximately 287.58 million yuan, based on the adjusted total share capital [4][10] Distribution Plan - The distribution is based on the total share capital of 721,289,794 shares, excluding 2,341,165 shares held in the repurchase account [4][5] - The cash dividend will be distributed to all shareholders registered with the China Securities Depository and Clearing Corporation Limited Shanghai Branch as of the close of trading on the registration date [3][4] Implementation Method - The cash dividends will be distributed through the clearing system of the China Securities Depository and Clearing Corporation Limited [8] - Shareholders who have not completed designated transactions will have their dividends held by the clearing company until the transactions are completed [8] Taxation Information - Individual shareholders holding unrestricted shares for over one year will not be subject to personal income tax on the dividends [10][11] - For shares held for less than one year, the tax will be calculated upon transfer of the shares, with specific rates applied based on the holding period [10][11] - For foreign institutional investors, a 10% withholding tax will be applied to the dividends [12][13]