| | | | 2025全球独角兽榜江苏上榜企业排行榜 | | | | | --- | --- | --- | --- | --- | --- | --- | | 排名 | 全榜单排名 | 公司名称 | 估值(人民币) | 掌门人/联合创始人 | 行业 | 城市 | | l | 96 | 京东产发 | 550 | 曹冬 | 物流 | 宿迁 | | 2 | 123 | 峰巢能源 | 460 | 杨红新 | 新能源 | 常外 | | 3 | 259 | 艾博生物 | 270 | 英博 | 生物科技 | 苏州 | | 4 | 331 | 先导电科 | 220 | 朱世会 | 新材料 | 徐州 | | 5 | 384 | 清陶能源 | 210 | 南策文、李峥、何向明 | 新能源 | 苏州 | | 6 | 395 | 追觉科技 | 205 | 前浩 | 消费品 | 赤州 | | 6 | 395 | T3出行 | 205 | 崔大勇 | 共享经济 | 南京 | | 6 | 395 | 辰瑞光学 | 205 | 段匀健 | 光学电子 | 常州 | | 6 | 395 | 盛合晶微 | 205 | 崔东 | 半导体 | 无 ...

Core Viewpoint - Genting New Year (01952) has announced a subscription for 15.8462 million American Depositary Shares (ADS) of I-Mab at a price of $1.95 per ADS, totaling approximately $30.9 million, which will result in a 16.1% ownership stake in I-Mab post-transaction [1][2] Group 1 - Genting New Year shares rose over 3% and were trading at HKD 63.5 with a transaction volume of HKD 147 million at the time of reporting [1] - The subscription price of $1.95 per ADS is equivalent to approximately HKD 15.3 per ADS [1] - The total consideration for the subscription amounts to approximately HKD 243 million [1] Group 2 - I-Mab is a global biotechnology company based in the United States, focusing on developing precision immuno-oncology drugs for cancer treatment [1] - I-Mab currently has three clinical-stage pipeline products: Givastomig, Ragistomig, and Uliledlimab [1] - The board believes that the subscription will confirm I-Mab's unique capabilities in clinical translation, particularly in the U.S., and will complement Genting New Year's strong influence in Asia [2]

艾博生物估值最高达270亿元，位居榜首。清陶能源、追觅科技排名第二和第三，估值分别为210亿元、205亿元。天兵科技、镁伽估值超百亿。 | | | | 2025全球独角兽榜苏州上榜企业排行榜 | | | | --- | --- | --- | --- | --- | --- | | 排名 | 全榜单排名 | 公司名称 | 掌门人/联合创始人 | 估值(人民币) | 行业 | | l | 259 | 艾博生物 | 英博 | 270 | 生物科技 | | 2 | 384 | 清陶能源 | 南策文、李峥、何向明 | 210 | 新能源 | | 3 | 395 | 追觉科技 | 前浩 | 205 | 消费品 | | র্ব | 487 | 天兵科技 | 康永来、岁数 | 180 | 航天 | | 5 | 898 | 镁伽 | 黄瑜清 | 105 | 人工智能 | | 6 | 058 | 九识智能 | 孔旗 | 95 | 人工智能 | | 7 | 1028 | 信念医药 | 肖啸 | 90 | 生物科技 | | 8 | 1104 | 思必驰 | 、高始兴、俞凯十六六日 | 80 | 人工智能 | | 8 | 1104 ...

Core Viewpoint - Deshi Biotechnology Co., Ltd. has submitted its listing application to the Hong Kong Stock Exchange, with Huatai International as the sole sponsor, indicating a significant step towards public offering and potential growth in valuation [2]. Company Structure and Ownership - The founder, Song Ning, holds a direct stake of 30.04% and, through various investment platforms, controls a total of 52.06% voting rights, maintaining a dominant position as the controlling shareholder [2]. - The company was established in September 2016 with a registered capital of 1 million yuan, initially owned by Song Ning (90%) and his father (10%) [6]. - Over the years, Song Ning's direct shareholding has fluctuated, with a notable decrease to 47.95% after a capital increase in April 2019, but he later repurchased shares to increase his stake to 57.26% [6]. Investment and Valuation - Deshi Biotechnology has attracted multiple rounds of investment from various investors, with a post-investment valuation projected to reach 2.56 billion yuan by June 2025 [2]. - The company has undergone several capital increases, including a 15.56% stake acquisition by Hangzhou Zicheng in December 2016 and a 1.5 million yuan investment from Yuhang Industrial Fund in April 2019 [6][7]. Share Transfer and Control - The share transfer dynamics indicate that Song Ning has consistently retained control over the company, even as his direct ownership percentage has varied [4]. - Notably, the Yuhang Industrial Fund transferred a 5.24% stake back to Song Ning in April 2022 for 1.5 million yuan, further consolidating his control [7].

龙华区福城南产业片区土地整备利益统筹项目的148户住宅回迁业主喜选"新家"。 受访者供图 8月2日，深圳龙华区福城南产业片区土地整备利益统筹项目的148户住宅回迁业主迎来喜选"新家"的吉 庆时刻，这也是龙华区首个完成回迁住宅安置选房的重大土地整备项目结出民生硕果。2025年上半年， 龙华区强力推进土地整备工作，完成土地整备入库70.4公顷，所有地块均已完成权属验收及现状验收入 库。在产业、居住、民生三项关键用地类型的年度考核任务完成率上，龙华区拔得头筹，位居全市第 一，为区域高质量发展提供坚实的空间保障。 项目位于福城街道核心区域 提供508套回迁住宅 8月2日上午，龙华区福城南产业片区土地整备利益统筹项目回迁房住宅安置房选房活动举行。活动由龙 华区委区政府主导、区属国企深圳市龙华建设发展集团有限公司(以下简称"龙华建设集团")组织保障。 现场全体回迁业主顺利选定期盼已久的新居，这标志着龙华区首个完成回迁住宅安置选房的重大土地整 备项目结出民生硕果，生动诠释了国资国企"护航民生、值得信赖"的责任担当。 本批选房的项目位于福城南留用地12-04-02地块福城境未来家园，合计提供508套优质回迁住宅，包括 77平 ...

Core Viewpoint - The joint venture between Evonik (China) Investment Co., Ltd. and Shandong Blue Biological Technology Co., Ltd. has decided to dissolve and liquidate their joint venture, Evonik Blue Biotechnology (Shandong) Co., Ltd., due to unmet operational expectations and changing market conditions [2][3]. Summary by Sections Joint Venture Details - The total investment in the joint venture was 80 million RMB, focusing on GHS products, specifically probiotics for animal gut health [3]. - The joint venture was established on October 16, 2023, with the aim of developing solutions for livestock gut health and probiotic products [2]. Recent Developments - Just half a month prior to the dissolution announcement, the joint venture team presented the first registered feed Bacillus subtilis product in China, named Ecobiol® [4][5]. - This product is noted for its unique mechanism in enhancing poultry growth performance and gut health, effectively reducing pathogen infection risks and significantly improving feed conversion rates [5]. Financial Performance - Evonik's adjusted EBITDA for Q2 2025 was reported at 509 million euros, a 12% decrease compared to the same period last year [5]. - The company anticipates that if the global economy does not worsen, the adjusted EBITDA for the entire year of 2025 will reach the lower end of the forecast range (2 billion to 2.3 billion euros) [7]. - The cash conversion rate is expected to remain around 40%, with capital expenditures reduced by 100 million euros to approximately 750 million euros [7]. Upcoming Events - The fourth Synthetic Biology and Green Bio-Manufacturing Conference (SynBioCon 2025) will be held from August 20-22, 2025, in Ningbo, Zhejiang, focusing on AI and bio-manufacturing, green chemicals, new materials, future food, and agriculture [9][11]. - The conference will include various forums and discussions aimed at exploring industrial advancements and opportunities in the bio-manufacturing sector [9][11].

Market Overview - The U.S. non-farm payroll data for July showed an increase of only 73,000 jobs, significantly below expectations, leading to heightened expectations for interest rate cuts by the Federal Reserve [11][12] - The unemployment rate rose to 4.2%, matching expectations, while year-on-year wage growth increased from a revised 3.8% to 3.9% [11] - The Nasdaq fell over 2%, marking the largest decline for the S&P 500 since May, with small-cap stocks hit hardest [1] - The VIX index surpassed 20, indicating rising fear in the market, while gold prices surged by 2% amid geopolitical tensions [1] Key Economic Indicators - The ISM Manufacturing PMI for July dropped to 48, indicating the fastest contraction in nine months, with the employment index hitting a five-year low [2][12] - The manufacturing sector is experiencing a slowdown, with new orders declining for six consecutive months [12] Company News - Major tech companies are beginning to see profitability from AI investments, with significant revenue growth reported by Microsoft, Alphabet, and Meta, collectively increasing their market value by over $350 billion [14] - Amazon faced scrutiny regarding its position in the AI race, despite exceeding earnings expectations, as concerns about its cloud business growth persist [23] - The combined capital expenditure for AI infrastructure by major tech firms is projected to approach $400 billion, surpassing the total defense spending of the EU last year [15] Regulatory and Policy Developments - The People's Bank of China established a new macro-prudential and financial stability committee, emphasizing the need for a moderately loose monetary policy [10] - The U.S. government announced a new tariff structure, with rates varying based on trade relationships, impacting various sectors [19][21] Market Reactions - Following the release of disappointing employment data, hedge funds have been selling U.S. stocks for four consecutive weeks, particularly in the tech, media, and telecom sectors [20] - The stock prices of companies like Meituan, Ele.me, and JD.com surged after a joint commitment to resist harmful competition practices [17]

Core Viewpoint - The company has approved the use of idle raised funds and self-owned funds for cash management, with a total limit of RMB 180 million, ensuring that it does not affect project construction or normal operations [1] Group 1: Cash Management Approval - The company and its subsidiaries are authorized to use up to RMB 30 million of idle raised funds and RMB 150 million of self-owned funds for cash management, effective for 12 months starting from March 9, 2025 [1] - Independent directors and the sponsor institution have expressed their agreement with the cash management proposal [1] Group 2: Investment Risk Analysis - The company plans to invest in structured deposit products, which are considered low-risk, but acknowledges potential market volatility affecting returns [2] - Risk control measures include timely analysis of cash management products and maintaining close contact with financial institutions to monitor fund operations [2][3] Group 3: Impact on Daily Operations - The use of idle self-owned funds for cash management is based on principles of risk prevention and prudent investment, ensuring the safety of the principal [5] - This approach is expected to enhance fund utilization efficiency and generate investment returns, ultimately benefiting the company and its shareholders [5] Group 4: Previous Cash Management Activities - As of August 1, 2025, the company has an outstanding balance of RMB 70 million in raised funds and RMB 920 million in self-owned funds invested in structured deposit products [6]

Core Viewpoint - The company has approved a share repurchase plan, intending to buy back shares using its own funds within a specified price range and timeframe [1][2]. Summary by Sections Share Repurchase Plan - The company plans to repurchase shares with a budget between RMB 15 million and RMB 30 million, with a maximum repurchase price set at RMB 44 per share [1]. - Following the annual equity distribution on May 22, 2025, the maximum repurchase price was adjusted to RMB 43.77 per share [2]. Progress of Share Repurchase - As of July 31, 2025, the company has not yet repurchased any shares, with the total repurchased shares standing at 0, which is 0% of the total share capital [2]. Compliance and Regulations - The share repurchase plan complies with relevant laws, regulations, and the company's own guidelines [3][4]. - The company has not engaged in share repurchase during periods that could significantly impact the trading price of its securities [4]. - The repurchase will be conducted through centralized bidding, adhering to specific trading restrictions [5]. Future Actions - The company will continue to implement the repurchase plan based on market conditions and will fulfill its information disclosure obligations as required by law [5].

Market Overview - The U.S. non-farm payroll data for July showed an increase of only 73,000 jobs, significantly below expectations, leading to a sharp rise in interest rate cut expectations [10][12] - The unemployment rate rose to 4.2%, matching expectations, while the year-on-year wage growth increased from a revised 3.8% to 3.9% [10] - The ISM manufacturing PMI for July fell to 48, indicating the fastest contraction in nine months, with the employment index hitting a five-year low [11] - The S&P 500 index dropped 1.60%, marking a cumulative decline of 2.36% for the week, while the Nasdaq fell over 2% [6] Company News - Major tech companies like Microsoft, Alphabet, and Meta reported significant revenue growth, indicating that AI is beginning to generate profits, with their combined market value increasing by over $350 billion [14] - Amazon faced scrutiny regarding its position in the AI race, despite exceeding earnings expectations, as concerns about its cloud service growth persisted [22] - Tesla's July delivery numbers showed a 229% year-on-year increase for Xpeng, while NIO's deliveries were down 40% year-on-year [16] - The Chinese government announced the establishment of a macro-prudential and financial stability committee to maintain liquidity and support credit growth [9] Economic Policies - The U.S. government announced a new tariff structure, with rates varying based on trade relationships, impacting countries like Canada and India [19] - The Chinese central bank emphasized the need for a moderately loose monetary policy to support economic growth and stabilize the financial system [9] - The National Development and Reform Commission in China plans to implement measures to combat "involution" in competition and promote rational pricing [15]