港股创新药，可能又要热闹起来了。 今天，消息面最大的利好，来自荣昌生物（HK09995）。 荣昌生物昨晚公布了重量级利好：艾伯维（纽约证券交易所代码：ABBV）和荣昌生物宣布签署独家授权许可协议，共同开发、生产以及商业化RC148。 更值得注意的是，最近一周，中国创新药可谓"遍地开花"。据券商机构统计，短短几天时间就落地了5个BD项目。合作项目涵盖小分子抑制剂、单抗、双 抗、ADC和RDC等多个领域。除了荣昌生物外，宜联生物B7H3 ADC授权罗氏，获得5.7亿美元首付款及近期里程碑付款；海思科PDE3/4双重抑制剂与美国 AirNexis Therapeutics公司合作，获得1.08亿美元首付款，总包超10亿美元；中晟全肽RDC授权诺华，处于临床前；此外还有赛神医药Aβ抗体授权给诺华， 1.65亿美元预付款，16.65亿美元总包。 现在的问题是：港股创新药的热度到底有多高，能否重新回到去年上半年的"辉煌"？目前，如果要投资港股创新药板块，渠道还是比较丰富的：可以直接在 港交所"下场"买票，也可以通过"港股创新药"相关ETF来投资。去年，港股创新药ETF也是最快实现翻倍的跨境ETF。 不过，自2025年9月 ...

同时，研究团队发现，蝗虫体内的两种关键酶4VPMT1和4VPMT2，专门负责4VA合成的最后一 步。"这两种关键酶是阻止蝗虫聚集的绝佳'靶子'。"论文共同通讯作者、北京大学教授雷晓光说，"根据 这两个关键酶的工作原理，我们设计出一种小分子抑制剂。这个抑制剂能精准关闭4VA的生产线，阻止 其释放。实验证明，这种方法能成功干扰蝗虫，让它们无法有效聚集。" 康乐表示，这项研究不仅揭示了蝗虫聚集的深层分子机制，更重要的是为害虫防治提供了新思路 ——通过干扰昆虫的信息交流来控制其行为，而非使用传统农药。这种方法有望推动农业害虫治理向绿 色、可持续方向发展，对保障粮食安全和生态安全具有重要意义。 蝗虫在啃噬玉米叶。康平 ( 云南分社 )/ 中新社 蝗灾与旱灾、洪灾并称为我国历史上的三大自然灾害，曾造成严重的农业和经济损失。记者7月7日 从中国科学院动物研究所获悉，该所中国科学院院士康乐团队与合作者成功解析了蝗虫群聚信息素 （4VA）在蝗虫体内的完整产生过程，并找到了制造4VA的关键酶。基于这些发现，研究团队设计出了 一种小分子抑制剂，能够精准调控4VA的合成和释放，从而有效干预蝗虫的群聚行为。相关研究成果日 前在线发表于 ...

Core Viewpoint - Chinese researchers have successfully decoded the aggregation pheromone of locusts, enabling ecological prevention of locust plagues through precise chemical regulation of the pheromone's biosynthesis and release [1][6]. Group 1: Research Achievements - The research team from the Chinese Academy of Sciences and Peking University has identified the complete biosynthetic pathway of the locust aggregation pheromone 4-vinylphenol (4VA) [3][4]. - Key precursor compounds and essential biosynthetic enzymes (4VPMT1 and 4VPMT2) for 4VA have been successfully identified [4][5]. Group 2: Implications for Pest Control - The study provides a new approach to pest control by developing specific small molecule inhibitors that can regulate locust aggregation pheromone, potentially allowing for targeted interventions [5][7]. - This method aims to reduce the reliance on traditional chemical pesticides, which often harm beneficial insects and contaminate the environment [7][8]. Group 3: Future Directions - The research opens up new pathways for sustainable pest management by utilizing insect pheromones to control locust behavior, thereby minimizing ecological damage [7][8]. - The findings could lead to innovative strategies for biological pest control, such as using antagonists to disrupt locust aggregation and enhance natural predation by birds [7][8].

Group 1: Policy Support for AI Development - General Secretary Xi Jinping emphasized the importance of policy support for artificial intelligence (AI) as a new technology and field, advocating for the comprehensive use of intellectual property, fiscal taxation, government procurement, and facility openness to enhance technological finance [1] - The Tianfu New Area in Chengdu has accelerated the construction of an AI industry cluster through policy innovation, scene empowerment, and ecological construction, with a focus on the lakeside area [3][4] - Financial support for AI companies includes annual subsidies for computing power and R&D investments, with specific policies providing up to 300 million yuan in annual subsidies for eligible AI enterprises [4] Group 2: Financial Services and Growth of AI Companies - Shenzhen-based Yujian Technology has developed a humanoid robot capable of precise operations, attributing its growth to the support from financial institutions [6][7] - The China Bank has provided tailored financial services to Yujian Technology, increasing its credit limit to 60 million yuan to support its rapid development [8] - The bank's support includes loans for upgrading production lines and comprehensive financial services during the company's IPO process [8] Group 3: Tax Incentives and Innovation in AI - The emergence of large model training markets has highlighted the importance of AI in various industries, with companies like Tianyun Data benefiting from tax policies that support R&D expenses [10][11] - Tianyun Data's Elpis model, developed with significant financial backing, has reduced its R&D cycle by six months due to tax refunds, enabling faster technological advancements [10][11] - The company has successfully created a self-driven knowledge engine that enhances AI application efficiency across multiple sectors [12] Group 4: Investment in AI and Biotechnology - The AI biotechnology company Yingsi Intelligent has integrated AI into drug development, significantly reducing the time and cost of bringing new drugs to clinical trials [14] - The Shanghai government has launched a mother fund for AI, with a focus on smart computing and foundational models, aiming to attract market capital into the AI sector [15] - Yingsi Intelligent has secured $110 million in financing to further its AI-driven drug development efforts, positioning itself at the forefront of global competition [14][15] Group 5: Agricultural Technology and Insurance Support - The use of AI-driven agricultural drones has improved farming efficiency, with farmers reporting significant time and cost savings [17][18] - Insurance services have been developed to support the use of agricultural drones, providing quick repair services and reducing the financial burden on farmers [18] - The integration of IoT and AI technologies in agriculture is enhancing production efficiency and supporting the application of new technologies in the sector [18]