京东健康将凭借其完善的医药供应链、专业的药事服务能力以及覆盖全国的配送网络，确保包括利珂®在内的各类新特药 能够安全、高效地触达全国用户。 （编辑 郭之宸） 今年8月份，京东健康与强生创新制药签署了战略合作协议，借助京东健康的全渠道供应链与全场景服务能力，结合强生 创新制药在肿瘤、免疫、神经科学、心肺疾病等多个重点疾病领域的创新药产品优势，双方将共同探索新品首发、学术交流等 合作形式，共同构建以患者为中心的新型医疗服务体系。 本报讯 （记者袁传玺）10月9日，强生公司旗下创新靶向药利珂®（甲磺酸兰泽替尼片）在京东健康线上首发。利珂®作 为创新肺癌靶向药，联合埃万妥单抗用于EGFR突变阳性晚期非小细胞肺癌（NSCLC）一线治疗，凭借卓越的总生存期获益和 安全性优势，为国内庞大的肺癌患者群体带来突破性治疗选择。京东健康将依托"新特药全网首发第一站"优势能力，提升该创 新治疗方案的可及性，让更多中国肺癌患者能够尽早从中获益。 根据2024年全国癌症报告，我国肺癌年新发患者数高达106万，其中非小细胞肺癌占比约85%，EGFR基因突变作为其最常 见的驱动基因，突变率约为50%。庞大的患者群体对疗效更好、副作用更低的创 ...

Group 1 - The report highlights that Meta's capital expenditure (CapEx) for Q1 2025 has doubled to $13.7 billion, reflecting a year-on-year increase of 103.90% and an upward revision of the 2025 full-year CapEx forecast to between $64 billion and $72 billion, driven by increased investments in AI and data centers [2] - Several national-level computing center projects in China are expected to be launched, with companies like Alibaba planning to invest over 380 billion yuan in cloud and AI hardware infrastructure over the next three years, marking the largest investment in this sector by a private company in China [2] - The semiconductor industry is projected to continue its optimistic growth trajectory in 2025, with strong demand from data centers and consumer electronics, leading to increased orders for major companies like Nvidia and Qualcomm [3][4] Group 2 - The report indicates that Henggong Precision has achieved a compound annual growth rate (CAGR) of 14.5% in revenue and 10.9% in net profit from 2018 to 2023, although a significant decline in performance is expected in 2024 due to asset impairment [4][6] - The company is leveraging its technical advantages in ductile iron materials and continuous casting processes to improve product quality and yield, positioning itself for growth in the machinery sector [4][6] - Zhejiang Dingli has reported a significant improvement in its Q1 2025 performance, with revenue of 1.898 billion yuan, a year-on-year increase of 30.72%, and a net profit of 429 million yuan, reflecting a 41.83% increase [18][30] Group 3 - The report notes that the gold industry achieved total revenue of 291.588 billion yuan in 2024, with a year-on-year increase of 2.83%, and a significant rise in net profit by 51.56% to 12.305 billion yuan [9] - Copper supply and demand remain tight, with high production levels maintained by smelters, and the report suggests monitoring companies like Zijin Mining and China Nonferrous Mining for potential investment opportunities [9] - The report emphasizes the importance of the semiconductor sector, particularly in AI and data center applications, as a key area for growth and investment in the upcoming quarters [3][11]