科创板上市公司独立董事候选人声明与承诺 本人商建刚，已充分了解并同意由提名人上海凯赛生物技术 股份有限公司董事会提名为上海凯赛生物技术股份有限公司第 三届董事会独立董事候选人。本人公开声明，本人具备独立董事 任职资格，保证不存在任何影响本人担任上海凯赛生物技术股份 有限公司独立董事独立性的关系，具体声明并承诺如下： 一、本人具备上市公司运作的基本知识，熟悉相关法律、行 政法规、部门规章及其他规范性文件，具有五年以上法律、经济 会计、财务、管理等履行独立董事职责所必需的工作经验。 二、本人任职资格符合下列法律、行政法规和部门规章以及 公司规章的要求： （一）《中华人民共和国公司法》等关于董事任职资格的规 定； （二）中国证监会《上市公司独立董事管理办法》和上海证 券交易所自律监管规则有关独立董事任职资格和条件的相关规 定； （三）其他法律法规、部门规章、规范性文件和上海证券交 易所规定的情形。 三、本人具备独立性，不属于下列情形： （一）在上市公司或者其附属企业任职的人员及其直系亲属 和主要社会关系（直系亲属是指配偶、父母、子女等；主要社会 关系是指兄弟姐妹、兄弟姐妹的配偶、配偶的父母、配偶的兄弟 姐妹、子女的 ...

证券代码：301108 证券简称：洁雅股份 公告编号：2025-059 铜陵洁雅生物科技股份有限公司董事会薪酬与考核委员会 铜陵洁雅生物科技股份有限公司（以下简称"公司"）于 2025 年 7 月 21 日召开第六届董事会第二次会议审议通过了《关于〈铜陵洁雅生物科技股份有限 公司 2025 年限制性股票激励计划（草案）〉及其摘要》《关于〈铜陵洁雅生物 科技股份有限公司 2025 年限制性股票激励计划实施考核管理办法〉的议案》等 相 关 议 案 ， 具 体 内 容 详 见 公 司 于 2025 年 7 月 22 日 披 露 于 巨 潮 资 讯 网 （www.cninfo.com.cn）的相关公告。 根据《上市公司股权激励管理办法》（以下简称"《管理办法》"）、《深 圳证券交易所创业板股票上市规则》《深圳证券交易所创业板上市公司自律监管 指南第 1 号——业务办理》（以下简称"《自律监管指南》"）及《公司章程》 等相关规定，公司对 2025 年限制性股票激励计划（以下简称"本次激励计划"） 首次授予激励对象的姓名和职务在公司内部进行了公示。公司董事会薪酬与考核 委员会结合公示情况对激励对象进行了核查，相关公示情况 ...

Core Insights - Illumina, Inc. reported better-than-expected earnings for Q2, with earnings of $1.19 per share, surpassing the analyst consensus estimate of $1.01 per share, and quarterly sales of $1.059 billion, exceeding the consensus estimate of $1.049 billion [1][2] Financial Performance - The company experienced a significant increase in its FY2025 adjusted EPS guidance, raising it from a range of $4.20-$4.30 to $4.45-$4.55, indicating positive growth expectations [2] Market Reaction - Following the earnings announcement, Illumina shares fell by 6.8%, trading at $95.76 [3] - Analysts adjusted their price targets for Illumina, with Barclays maintaining an Underweight rating and raising the target from $85 to $90, while Canaccord Genuity maintained a Hold rating and increased the target from $99 to $105 [8]

Market Overview - Major industry ETFs in the US are mostly down, with the global airline industry ETF dropping by 3.6%, regional bank ETF down by 3.1%, and internet stock index ETF decreasing by 3% [1] Industry Performance - Global airline industry ETF is priced at $23.08, down by $0.87 (-3.63%) with a trading volume of 353,900 shares and a total market value of $727.02 million, reflecting a year-to-date decline of 8.95% [2] - Regional bank ETF is priced at $58.21, down by $1.85 (-3.08%) with a trading volume of 5.067 million shares and a total market value of $4.858 billion, showing a year-to-date decline of 2.23% [2] - Internet stock index ETF is priced at $265.64, down by $8.19 (-2.99%) with a trading volume of 44,263 shares and a total market value of $176.38 billion, with a year-to-date increase of 9.24% [2] - Semiconductor ETF is priced at $280.47, down by $8.31 (-2.88%) with a trading volume of 1.856 million shares and a total market value of $3.315 billion, reflecting a year-to-date increase of 15.82% [2] - Financial sector ETF is priced at $51.15, down by $1.23 (-2.34%) with a trading volume of 8.5795 million shares and a total market value of $569.27 billion, showing a year-to-date increase of 6.57% [2] - Technology sector ETF is priced at $256.72, down by $6.02 (-2.29%) with a trading volume of 1.1326 million shares and a total market value of $816.51 billion, reflecting a year-to-date increase of 10.78% [2] - Energy sector ETF is priced at $86.16, down by $1.05 (-1.21%) with a trading volume of 2.9969 million shares and a total market value of $21.575 billion, showing a year-to-date increase of 2.19% [2] - Healthcare sector ETF is priced at $131.01, up by $0.58 (+0.45%) with a trading volume of 3.4519 million shares and a total market value of $25.072 billion, reflecting a year-to-date decline of 3.94% [2] - Consumer discretionary ETF is priced at $215.98, down by $5.45 (-2.46%) with a trading volume of 925,700 shares and a total market value of $27.128 billion, showing a year-to-date decline of 3.26% [2]

Core Viewpoint - The article discusses the performance of the Hong Kong and A-share markets, highlighting the differences in sector indices, particularly in the healthcare sector, and the implications for investment strategies. Group 1: Market Performance - The overall market experienced a slight decline, remaining at 4.7 stars [1] - Large-cap stocks dipped slightly while small-cap stocks saw a minor increase [2] - The value style showed minimal volatility, whereas the growth style declined [3] - Hong Kong stocks also faced a downturn today [4] - Since the Chinese New Year, Hong Kong stocks have outperformed A-shares by 20-30% [5] - Recently, Hong Kong stocks have retraced to around 4.0 stars after reaching highs of approximately 3.9 stars [6] - Market movements are expected to include fluctuations of 10-20% during upward trends [7] - Despite market fluctuations, corporate earnings continue to grow, suggesting potential for index increases [8] Group 2: Sector Analysis - There are notable differences between Hong Kong and A-share healthcare sectors, with Hong Kong's healthcare index showing greater gains this year [9] - The Hong Kong Hang Seng Healthcare index includes biotechnology and innovative drugs, differing from A-share indices that also encompass medical devices and services [10][12][14] - A-share healthcare indices are currently undervalued, sitting at historical lows of 10-20% [44] Group 3: Performance Comparison - From the beginning of the year, Hong Kong's innovative drug and biotechnology indices have outperformed their A-share counterparts by 50-60% [22] - The decline in Hong Kong stocks was more pronounced in 2021-2022, with some indices dropping by 60-70% [27] - Hong Kong technology stocks have recently shown significant earnings recovery, with projections for substantial growth in 2024 and 2025 [30] - The recovery in Hong Kong's innovative drug sector is expected to mirror this trend, with earnings projected to increase by over 100% [33] - A-shares are anticipated to experience a decline in overall earnings in 2024, with recovery expected in early 2025 [36][37] Group 4: Valuation Insights - The article provides a valuation summary for various Hong Kong indices, indicating current price-to-earnings (P/E) ratios and other financial metrics [42] - The Hang Seng Healthcare index has a P/E ratio of 37.04, while the Hang Seng Index stands at 13.44 [43] - The article emphasizes the importance of monitoring valuation levels, especially in the healthcare sector, which may be approaching overvaluation [41]

Group 1 - Company Gindalbie Metals Limited announced the subscription of 15.8462 million American Depositary Shares (ADS) of I-Mab at a price of $1.95 per ADS, totaling approximately $30.9 million [1] - After the subscription, the company will hold a total of 15.8462 million ADS and 6.0786 million ordinary shares, representing about 16.1% of I-Mab's total issued share capital post-transaction [1] - The company focuses on innovative drug and vaccine research and development, with a strategic pipeline of promising clinical-stage products and aims to address unmet medical needs globally [1] Group 2 - I-Mab is a global biotechnology company headquartered in the United States, specializing in precision immuno-oncology drugs for cancer treatment [2] - I-Mab has three clinical-stage pipeline products, including Givastomig, Ragistomig, and Uliledlimab, showcasing its unique capabilities in clinical translation [2] - The subscription is expected to create complementary and synergistic effects between I-Mab's strengths in the U.S. and the company's influence in the Asia-Pacific region, particularly in the area of mRNA cancer vaccines [2]

本文源自：智通财经网 智通财经获悉，中慧生物-B(02627)正在招股中。截止8月1日，富途、辉立、华盛等券商合计为中慧生 物-B借出321.9816亿港元，超购逾618倍。 ...

Group 1: Industry Transformation - The Chinese biotechnology industry is transitioning from a "follower" to a key contributor in global "1 to N" innovation, with market valuation being re-recognized [1] - By 2030, innovative drug sales are expected to account for 53% of China's pharmaceutical market, up from 29% in 2023, with a compound annual growth rate (CAGR) of 21% [1][16] Group 2: Innovation Gap Closure - The gap in innovation capability between China and the U.S. has significantly narrowed, with the development gap now at 3.7 years compared to approximately 10 years in 2005-2009 [2][5] - From 2020 to 2024, 112 new molecular entities were launched in China, representing about 25% of the global total, with nearly a quarter of U.S. FDA-approved drug categories also receiving domestic approval in China [5] Group 3: Licensing and Strategic Value - There is a surge in outbound licensing activities, with the total value of transactions expected to exceed $50 billion in 2024, a significant increase from 2022 [7] - China's advantages in specific therapeutic areas are driving this growth, particularly in antibody-drug conjugates (ADCs), where over 60% of global clinical trials initiated in 2023 are from China [10] Group 4: Domestic Market Potential - The domestic demand is a major growth driver, with rural healthcare spending projected to reach approximately 2.4 trillion RMB by 2030, as the urban-rural spending gap continues to narrow [13] - The urban-rural healthcare spending gap has decreased from 63% to 53% over the past decade, with expectations to further narrow to 45% by 2030 [13] Group 5: Pharmaceutical Companies' Globalization - Traditional pharmaceutical companies are accelerating their globalization efforts, with 9 out of the top 20 outbound licensing deals in 2024-2025 involving these companies [17] - Companies like Heng Rui are leading with nearly 100 innovative drugs in clinical development across various therapeutic areas [17] Group 6: CDMO Industry Role - The Chinese CDMO industry is becoming increasingly important in the global pharmaceutical supply chain, with major players holding over 10% market share in both large and small molecule CDMO markets [21] - Key competitive advantages include a 30-40% cost advantage in biopharmaceutical manufacturing, faster drug development cycles, and large-scale production capabilities [21] Group 7: Valuation Concerns - The valuation of Chinese biotechnology companies has significantly increased, with the average price-to-earnings ratio rising from 2.2x to 4.5x since the beginning of the year [23] - This valuation is notably higher than the approximately 2.5x for U.S. biotechnology firms, suggesting that the market may have prematurely re-evaluated the improvement prospects of the Chinese biotechnology sector [24]

基于在生物医药领域近30年的技术积淀，东阳光集团依托全链路专利技术体系和符合GMP标准的自有 生产基地，将冬虫夏草人工繁育的核心科研成果向大健康领域延伸。其子公司广东东阳光妍生物科技有 限公司，聚焦冬虫夏草活性物质的研究与应用，结合皮肤科学原理，探索其在健康护肤领域的创新应 用。相关产品的功效均经过第三方机构测试验证。 依托这项人工繁育技术成果，东阳光集团推出的抗衰护肤品牌"雅娜薇图"（YANAWETO）以冬虫夏草 活性物质为基础的护肤产品系列，计划拓展国际市场。 业内人士认为，冬虫夏草人工繁育技术的成功及其延伸应用，不仅体现中国在珍稀资源保护和生物科技 领域的创新能力，也为其他类似资源的可持续利用与高值化开发提供了有益借鉴。 2007年起，东阳光集团启动冬虫夏草人工繁育的相关研究项目，历经近十年潜心探索，于2016年取得重 要进展，获批建立国家中医药管理局"冬虫夏草繁育与产品研发重点研究室"，实现冬虫夏草规模化、生 态化的人工繁育。 在实现冬虫夏草规模化人工繁育同时，东阳光集团还积极参与相关行业标准的制定工作，推动产业规范 化发展。其科研团队持续深入研究，系统解析了冬虫夏草的核心成分及其特性，为后续的科学利 ...

和元生物积极可持续发展理念融入公司治理的各项制度和流程，进一步健全和完善公司治理机制。公司通过优化治理结构、强化风险防控、提升决策科学性 等措施，推动实现可持续发展，努力实现企业价值与社会价值的共同提升。 和元生物严格遵守《公司法》等法律法规及上海证券交易所科创板上市规则，建立了科学、规范、高效的公司治理体系。股东大会、董事会、监事会及高级 管理层各司其职、协调运转，确保了公司决策的科学性和执行的有效性。 近日，证券之星第三届ESG新标杆企业评选结果揭晓，和元生物凭借在环境、社会和治理(ESG)领域的卓越实践，荣获"公司治理先锋奖"。该奖项是由证券 之星联合妙盈科技等专业权威机构，在中国首席经济学家论坛等指导下设立的ESG领域权威奖项，旨在挖掘并表彰在环境(如低碳减排、绿色供应链)、社会 (如乡村振兴、公益慈善)及公司治理(如合规管理、风险防控)三大维度实现卓越实践，推动经济效能与社会责任深度融合的企业。 为了更好地开展ESG治理工作，优化ESG管理的顶层设计，和元生物将"董事会战略委员会"更名为"董事会战略与ESG委员会"，设立ESG工作小组，负责对 公司长期发展战略、可持续发展工作进行研究并提出建议，以及 ...