中新网上海10月9日电(记者郑莹莹)2025上海国际生物医药产业周将于10月13日至10月17日举办。上海 市科委生物医药处处长、二级巡视员曹宏明9日在相关会议上介绍，上海生物医药产业规模持续增长， 从2021年的7617.14亿元增长至2024年的9847.02亿元，年均复合增长率为8.94%；2025年上半年达 5005.66亿元，预计今年将突破1万亿元。 上海是中国生物医药产业的创新高地。1993年，上海率先将现代生物与医药产业列为重点发展的高新技 术产业。目前，生物医药是上海重点发展的三大先导产业之一。 截至2024年年末，上海生物医药规上企业达2183家，涵盖制造、服务、批发等多个行业。国际排名前20 位的药企和排名前20位的医疗器械企业中，各有19家在上海设立总部、生产中心或研发中心。 曹宏明表示，2021年以来，上海已有9款药品在美国、日本、印度尼西亚等国家和地区获批上市。 同时，上海在相关领域的外商投资准入有序放开，已有33家外商投资企业参与上海在人体干细胞、基因 诊断与治疗技术的开发和应用试点，有30家外资医疗机构在上海市设立并投入运营。 2024年，上海成立总规模为225亿元的上海生物医药 ...

在国家发展改革委，国家卫生健康委，北京市委、市政府的指导下，北京市卫生健康委、北京市发展改革委积极推动中试基地建设。中试基地聚焦精准诊疗 和生物医药制造等领域"人工智能+"共性问题，构建行业共创平台，沉淀"算—数—模—用"共性支撑能力，培育产业共赢生态，争创具有全球影响力的医疗 健康人工智能创新策源地、应用高地和产业生态集群。 面向精准诊疗，中试基地将服务医疗机构、科研院所和科技企业等行业主体，打造"需求验证—产品研发—应用推广"全流程服务体系，加速医疗人工智能成 果孵化，让医疗健康服务更加安全、高效、公平、可及。面向生物医药制造，中试基地将服务医药企业、科研机构，构建"药物发现—临床前研究—临床试 验—上市审批"全流程服务体系，助力药物研发智能化转型，实现全流程提速增效，释放生物医药制造创新潜能。 会上，北京市卫生健康委员会副主任严进表示，"在全球人工智能科技竞争中，我们可以在高价值场景、高质量数据、高水平组织方面发挥优势"。高价值场 景方面，增加有效供给，优先解决死亡率、疾病负担排名靠前的疾病，以及资源短缺学科；促进公平可及，将专家智慧凝结为人工智能产品，推动优质医疗 资源向基层下沉；确保质量安全，提升诊 ...

Market Overview - The Hong Kong stock market showed mixed performance with the Hang Seng Index rising by 0.25% to close at 24,969.68 points, briefly surpassing the 25,000 mark [1] - The Hang Seng China Enterprises Index increased by 0.32%, while the Hang Seng Tech Index fell by 0.38% [1] Sector Performance - Large technology stocks exhibited divergent trends, with Xiaomi up by 1.77% and NetEase rising by 1%, while Kuaishou dropped over 9% [3][4] - Semiconductor stocks surged, with macro semiconductor stocks rising over 11%, and companies like Huahong Semiconductor and SMIC increasing by over 5% [4] - Coal stocks saw gains, with China Shenhua up by 3% and Yanzhou Coal Mining and Shougang Resources rising over 2% [5][6] - The insurance sector performed well, with China Pacific Insurance rising over 6% and China Life Insurance increasing by 3.1% [6] Investment Insights - The insurance industry is experiencing a shift as the latest traditional insurance preset interest rate research value is 1.99%, triggering a mechanism for rate adjustments [6] - The Macau gaming sector is projected to recover, with estimates indicating a 7% growth in total gaming revenue by 2025, reaching 83% of 2019 levels [6] - The biotechnology and innovative drug sectors faced declines, with companies like Baoneng Biotech and Lijun Pharmaceutical dropping over 5% [8] Capital Flows - Southbound funds recorded a net inflow of HKD 9.45 billion, with significant contributions from both Shanghai and Shenzhen stock connect [9] Future Outlook - The technology sector in Hong Kong is viewed as having long-term investment value, with leading companies possessing strong competitive advantages and a favorable valuation outlook [11]

1、习近平同俄罗斯总统普京通电话 重要程度：★★★★★ 8月8日，国家主席习近平应约同俄罗斯总统普京通电话。 普京介绍了俄方对乌克兰危机当前形势的看法和俄美最近接触沟通的情况，表示俄方高度赞赏中方为政治解决危机发挥的建设性作用。习近平阐述了中方 原则立场，指出复杂问题没有简单的解决办法。无论形势如何变化，中方都将坚持一贯立场，坚持劝和促谈。 两国元首积极评价中俄高水平政治互信和战略协作，一致同意共同推动两国关系取得更大发展。双方将通力合作，筹备好上海合作组织天津峰会，办成一 届友好、团结、成果丰硕的峰会，推动上海合作组织实现高质量发展。 2、北京五环外购房不限套数 地产新一轮政策开启？ 重要程度：★★★★ 8月8日晚，北京市住房和城乡建设委员会、北京住房公积金管理中心联合印发《关于进一步优化调整本市房地产相关政策的通知》，自2025年8月9日起施 行。《通知》明确符合条件家庭在北京市五环外不再限制购房套数。 克而瑞地产研究表示，京沪作为"因城施策"的风向标，预期上海进一步取消限制政策空间打开。去年一线城市购房限制性政策松动调整，除广州全域解除 限购外，京沪深三城市依然保留核心区限购，外围区域有条件放开，但今年 ...

Core Viewpoint - The Hong Kong stock placement market is expected to experience explosive growth in 2025, driven by ample liquidity, valuation recovery, and corporate strategic expansion needs [1] Fundraising Overview - Hong Kong listed companies have raised nearly 170 billion HKD through placements this year, significantly surpassing the same period last year and exceeding the total for 2024 [1][3] - 223 Hong Kong listed companies have completed placements this year, raising a total of 169.83 billion HKD, which represents a 419.09% increase compared to the same period last year [3] - 67 companies have announced placement plans but have not yet implemented them, with a total planned fundraising amount of approximately 259.69 billion HKD [5][6] Notable Companies and Amounts - BYD Company Limited has raised the highest amount through placements this year, totaling 43.51 billion HKD, accounting for 25.62% of the total refinancing scale for 2025 [5] - WuXi AppTec plans to raise 7.38 million H-shares at a price of 104.27 HKD per share, aiming for a total of approximately 76.95 billion HKD, with 90% allocated for global expansion and capacity building [2][5] Market Dynamics - The historical peaks of placements in the Hong Kong market typically occur during periods of ample liquidity and relatively high valuations [7] - The current market environment has improved liquidity and valuation levels, providing a favorable backdrop for corporate refinancing [7] - The sectors leading in fundraising include new energy, internet, artificial intelligence, and biomedicine, with companies focusing on significant R&D investments and business expansion [7] Future Expectations - The Hong Kong stock exchange is expected to continue optimizing listing and refinancing mechanisms, enhancing market efficiency and attractiveness [8] - The estimated additional fundraising for the second half of the year is projected to be between 150 billion and 200 billion HKD [8]

Core Insights - Singapore's manufacturing output in June increased by 8% year-on-year, marking the 12th consecutive month of growth and significantly higher than the 3.6% increase in May [1] - Excluding the biomedical manufacturing sector, the output grew by 8.2% year-on-year [1] Manufacturing Sector Performance - Precision engineering saw the highest growth in June, with a year-on-year increase of 18.9%, driven by a 19.3% rise in machinery and systems [1] - The overall output of the precision engineering sector grew by 5.7% in the first half of the year [1] - Biomedical manufacturing experienced an 11.3% year-on-year growth, with the pharmaceutical industry surging by 38.8% due to a low comparison base from the previous year, while the medical technology sector declined by 2.5% [1] - The biomedical manufacturing sector's output grew by 3.0% in the first half of the year [1] Transportation Engineering and Other Sectors - Transportation engineering output increased by 9.2%, with the aerospace sector continuing its upward trend at 20.6%, although the growth rate slowed compared to May [1] - Overall, transportation engineering grew by 16.4% in the first half of the year [1] - The electronics and chemicals sectors reported year-on-year increases of 6.6% and 1.1%, respectively, with the electronics sector's output growing by 7.8% in the first half of the year [1] - The chemicals sector experienced a decline of 1.9% [1] Decline in General Manufacturing - General manufacturing was the only sector to report a decline in June, contracting by 11.6% year-on-year, with only printing output increasing by 2.5% while all other areas saw decreases [1]

Core Viewpoint - The company has approved the 2025 Restricted Stock Incentive Plan and has publicly disclosed the list of incentive recipients, ensuring compliance with relevant regulations and confirming the qualifications of the selected individuals [1][5][7]. Disclosure and Verification - The company disclosed the 2025 Restricted Stock Incentive Plan and related documents on the Shanghai Stock Exchange website on July 12, 2025 [1]. - The public notice period for the proposed incentive recipients lasted 10 days, from July 14 to July 23, 2025, during which employees could provide feedback [2]. - No objections were received regarding the proposed incentive recipients by the end of the public notice period [3]. Verification Process - The Board's Compensation and Assessment Committee verified the incentive recipient list, including checking identification documents and employment contracts [4]. - The committee confirmed that all individuals listed as incentive recipients meet the qualifications set forth by the Company Law and other relevant regulations [5]. - The committee also ensured that none of the proposed recipients fell under disqualifying conditions outlined in the management regulations [6][7]. Eligibility Criteria - The incentive recipients are core employees from the wholly-owned subsidiary, Zhongshan Shengxiang Haiji Biomedical Co., Ltd., and do not include independent directors, supervisors, or major shareholders [7].

Core Viewpoint - The Shanghai Pudong New District government has issued a plan to enhance the functions of the biomedical industry park from 2025 to 2027, focusing on improving industrial capacity and expanding existing advantages while embracing emerging sectors [1] Group 1: Industrial Development - The plan emphasizes accelerating the quality and capacity enhancement of industrial zones, particularly in Zhangjiang Science City, which will develop existing advantageous sectors and actively undertake research and production in emerging fields [1] - In the Waigaoqiao area, the focus will be on cross-border research and production in cell and gene therapy, as well as medical devices [1] Group 2: Infrastructure Expansion - The initiative includes the construction of 1 million square meters of new biomedical manufacturing space and the renovation of another 1 million square meters within three years [1] - There will be adjustments to the industrial zones to facilitate expansion and create distinctive industrial clusters [1] Group 3: Regional Focus Areas - The Expo area will concentrate on gathering headquarters and operational functions, aiming to create an international organization cluster [1] - The Laogang area will focus on the development of medical isotopes and the establishment of a chemical drug CDMO platform [1] - The Jinqiao area will promote manufacturing concentration, forming a differentiated industrial linkage pattern [1]

Project Overview - The project is named "Biopharmaceutical Raw Materials and Bio-based Materials Production Line Construction Project" [2] - It is a new construction project located in the Weinan Economic and Technological Development Zone [2] - The total investment for the project is 92.871 million yuan, with an environmental investment of 6.737 million yuan, accounting for 7.25% of the total investment [2] - The project aims to establish 9 production lines with an annual output of 200 tons of biopharmaceutical raw materials and bio-based materials, along with various supporting facilities [2] Company Profile - Shaanxi Huasen Shengbang Technology Co., Ltd. is located in the Pucheng Provincial High-tech Industrial Development Zone in Shaanxi Province [4] - The company focuses on high-end biopharmaceutical technology research and development, product manufacturing, and sales [4] - It produces biopharmaceutical intermediates and raw materials, as well as health food raw materials, and collaborates with several universities and research institutes [4] - The company has established research centers in Xi'an and Pucheng, aiming to overcome technical bottlenecks in the biopharmaceutical field through innovative microbial synthesis methods [4] Product Information - The main products currently promoted by the company include ergotioneine, rhodiola rosea glycosides, resveratrol, and tetrahydropyridine [3] Industry Event - The SynBioCon 2025 conference will be held from August 20-22 in Ningbo, Zhejiang [6] - The conference focuses on five key areas: AI + biological manufacturing, green chemistry and new materials, future food, future agriculture, and beauty raw materials [7] - It aims to explore the development trends of the biomanufacturing industry and promote the scaling of products and the transfer of scientific achievements [7]

Group 1: Investment and Financial Trends - As of the end of April this year, Shenzhen's private equity and venture capital funds have invested in 20,400 projects, targeting 12,500 companies nationwide, with a total investment amount of 970.275 billion yuan, showing a year-on-year increase of over 2% in early-stage, small, and hard technology projects [1] - The number of projects directed towards early-stage technology companies and the corresponding investment amount have increased by 3.89% and 3.93% year-on-year, respectively [1] Group 2: Transportation and Technology Innovations - The Hong Kong government has issued its first official taxi fleet license to Star Taxi Service Company for a period of five years, allowing the fleet to provide ride-hailing services [2] - This initiative is part of a series of measures by the Hong Kong government to optimize taxi services, aiming to establish a professional and technology-driven fleet management system [2] Group 3: Healthcare and Pharmaceutical Developments - A hospital in Shenzhen has become the first in the city to prescribe domestically developed weight-loss drugs, Ma Shidu and Te Erbo, which significantly enhance weight loss effects, especially for patients with stubborn obesity [3] - The introduction of these drugs reflects the advancement of China's biopharmaceutical industry's independent innovation capabilities and Shenzhen's pioneering efforts in medical technology applications [3] Group 4: Scientific Research and Development - China's first ocean-class intelligent research vessel, "Tongji," has been officially delivered, marking a significant advancement in marine research capabilities [4] - The vessel, which began construction in April 2024, is a 2,000-ton intelligent comprehensive research ship that will facilitate the transition from basic research to the integration of science and technology [4] Group 5: Market Performance - On July 14, the Shenzhen Composite Index closed at 10,684.52 points, down 0.11% [5] - Notable gainers in the Shenzhen market included Changrong Co. at 9.05 yuan with a rise of 20.03%, and Xinling Electric at 42.13 yuan with a rise of 19.99% [6] - Conversely, leading decliners included Yuandao Communication at 21.60 yuan, down 20.00%, and *ST Zitian at 3.52 yuan, down 17.76% [6]