礼来穆峰达新增适应症联合胰岛素疗法获批 7月28日，礼来GLP-1药物替尔泊肽注射液(商品名：穆峰达)获得中国国家药品监督管理局批准，新增适 应症：用于在饮食控制和运动基础上，联合胰岛素(伴或不伴口服降糖药)治疗，改善成人2型糖尿病 (T2DM)患者的血糖控制。 21点评：在GLP-1赛道，目前礼来与诺和诺德的"双寡头"格局仍在持续强化，与此同时两大巨头之间的 竞争也日益激烈。今年一季度，礼来的替尔泊肽凭借降糖、减重两大适应症合计收入61.5亿美元；诺和 诺德的司美格鲁肽合计收入569.34亿丹麦克朗（约80.11亿美元），同比增长31%。礼来的穆峰达此次新 增适应症，有望推动其业绩进一步增长。 政策动向 上海市药监局印发《上海市第二类医疗器械优先审批程序》 7月28日，上海市药品监督管理局印发《上海市第二类医疗器械优先审批程序》。其中提出，申请人已 完成产品前期研究并已基本定型，且符合下列情形之一的本市第二类医疗器械，可以纳入优先审批程 序：一是列入国家或本市科技重大专项、重点研发计划的医疗器械。二是诊断或者治疗罕见病，且具有 明显临床优势的医疗器械。三是诊断或者治疗老年人特有和多发疾病的医疗器械，且目前尚 ...

Group 1 - Lankai Technology Co., Ltd. has submitted a listing application to the Hong Kong Stock Exchange, with joint sponsors including CICC, Morgan Stanley, and UBS [1] - The Chinese government announced a childcare subsidy plan, providing 3,600 yuan per child per year for children under three years old starting January 1, 2025 [2] - The Pacific island nation of Tuvalu plans to migrate its entire population due to climate change, with over 80% of residents applying for climate visas to Australia [3] Group 2 - BOSS Zhipin responded to reports of vulgar content on its platform, confirming that the offending account was operated by a male impersonating a female job seeker [4][5] - The U.S. stock market showed mixed results, with Tesla shares rising over 3% while many Chinese concept stocks declined [6] - Japan's chief negotiator indicated that only 1-2% of a recently agreed $550 billion U.S. fund will be used for investments, with most allocated as loans [7] Group 3 - The Chongqing case involving the tragic death of two children saw the auction of the related property postponed again [8] - The CEO of居然智家, Wang Linpeng, passed away, with the company stating that daily operations will continue normally under the management team [9] - NASA discovered a significant gold deposit on asteroid 16 Psyche, estimated to be worth 700 trillion euros, raising concerns about potential economic impacts [10] Group 4 - The Chinese market supervision authority emphasized the need to regulate low-quality and low-price competition among enterprises [11] - The代工厂商白家阿宽 issued an apology for quality issues with a product, recalling affected batches due to contamination [12] - 达华智能 is under investigation by the China Securities Regulatory Commission for suspected information disclosure violations [13] Group 5 - Xiaopeng Motors' vice president refuted rumors about reintroducing laser radar in their vehicles, stating that legal actions will be taken against false reports [14] - The first Apple Store in Dalian will close, marking Apple's first closure of a direct store in China, attributed to declining foot traffic [15] - Samsung secured a $16.5 billion chip supply contract with Tesla, which is expected to boost Samsung's struggling foundry business [16] Group 6 - Tata Consultancy Services announced plans to lay off approximately 12,000 employees due to declining industry demand [17] - Russian International Airlines reported operational disruptions due to a failure in its information systems [18] - South Korea's housing prices outside the capital region fell, while prices in Seoul increased by 0.39% in the first half of 2025 [19] Group 7 - The National Taxation Administration of China reported over 360 cases of tax evasion by internet anchors since 2021, recovering over 3 billion yuan in taxes [20] - Shanghai announced measures to support AI talent and startups, including rent reductions and financial subsidies [21] - A new multimodal dream brain-computer interface device was launched, aimed at improving sleep quality and anxiety management [22]

Group 1: National Policies and Economic Measures - The national childcare subsidy plan was announced, providing 3,600 yuan per child per year for infants under three years old starting from January 1, 2025 [2] - The Shanghai government is offering rent reductions and startup funding for eligible AI talent teams, with support ranging from six months to three years [13] Group 2: Corporate Developments - 澜起科技股份有限公司 has submitted its listing application to the Hong Kong Stock Exchange, with joint sponsors including CICC, Morgan Stanley, and UBS [1] -居然智家 announced the passing of its actual controller and CEO, 汪林朋, and stated that daily operations will be managed by the executive team [6] -药明康德 reported a net profit of 8.561 billion yuan for the first half of the year, a year-on-year increase of 101.92% [15] -三星 signed a chip supply agreement worth $16.5 billion with Tesla, which is expected to boost Samsung's struggling foundry business [11] Group 3: Market Trends and Economic Indicators - The U.S. Federal Reserve is expected to maintain its current interest rates during the upcoming monetary policy meeting, with potential cuts anticipated in September [5] - In South Korea, housing prices outside the capital region have declined, while prices in Seoul have increased by 0.39% in the first half of 2025 [12]

脑机接口技术与睡眠科学交叉融合 睡眠障碍已成为重要的公共卫生议题。走向消费级市场的非侵入式的脑机接口技术为睡眠亚健康人群的 日常干预提供可能，也推动健康管理从"被动治疗"转向"主动预防"。 7月27日，2025睡眠神经调控医学研讨会暨梦境脑机接口创新产品发布会在横琴粤澳深度合作区举行。 研讨会以脑机接口与睡眠科学的交叉研究为主题，探讨了从传统粗放的症状管理和经验性干预逐步转向 基于神经活动实时感知与精准调控的个性化主动化健康管理的可行路径，为脑机接口技术与睡眠科学的 深度融合提供了新的研究思路。 "我们的目标是研发能融合睡眠脑电和近红外脑氧新陈代谢成像系统的可穿戴设备，构建MCI多模态睡 眠神经影像数据库，遴选特异的睡眠神经影像标志物，进行诊断和干预。"袁振表示，如果通过睡眠脑 电实现早期诊断，通过物理方法干预，就可以很好地干预睡眠，逆转或延缓AD发病率，提高老年人的 生活质量。 记者了解到，推动睡眠神经调控从基础向临床过渡，向普惠型过渡，对促进神经科学的发展以及医学工 程跨学科发展具有很大意义，但该领域的转化仍然存在诸多瓶颈有待突破。 睡眠障碍的诊断和治疗开始被关注 据中国睡眠研究会等单位发布的《2025年 ...