【解剖大盘】 月底的魔咒比较难打破，不是惯性往上就是往下，昨天是跌的，今天就顺势往下。恒指收盘跌1.43%， 破了26000点关口。 此次中美元首会谈，预示2025年初启动的全球关税对垒暂告一段落。应该来说，对双方都是好事，各种 附加的扰动都拆除了。然而，从媒体反馈来看，均很低调，双方都没有大肆渲染各种成果。当然也可以 理解为利好兑现。或许要等双方具体的协议签署。美国财政部长贝森特表示，中美贸易协定最早可能于 下周签署。 周四美股三大指数均出现调整，Meta因其巨额AI支出计划而股价暴跌11%，引发了市场对AI投入产出比 的广泛担忧。甲骨文五年期CDS成本已升至2023年10月以来的最高水平附近。市场注意力正转向维持AI 泡沫所需的大量债务。密切关注甲骨文的CDS走势至关重要—公司债券表现或将成为整个AI投资狂潮能 否持续的关键指标。市场对人工智能领域的巨额投资能否带来回报仍存疑虑。纳指科技指数收跌超 1.7%，半导体指数跌超1.5%。 10月31日电，本周，宁波航运交易所发布的海上丝绸之路指数之宁波出口集装箱运价指数(NCFI)报收于 1100.3点，较上周上涨12.6%。21条航线中有16条航线运价指数上 ...

Group 1: Xiaomi Group Performance - Xiaomi Group reported a revenue of 111.29 billion yuan for Q1 2025, a year-on-year increase of 47.4% [1] - The gross profit reached 25.41 billion yuan, up 50.96% year-on-year [1] - Shareholder profit attributable to the company was 10.92 billion yuan, reflecting a significant increase of 161.22% year-on-year [1] - The average selling price of Xiaomi's smart electric vehicles was 238,301 yuan, with 75,869 units of the Xiaomi SU 7 series delivered [1] - Revenue from smart home appliances grew by 113.8% year-on-year, with air conditioner shipments exceeding 1.1 million units, and washing machine shipments surpassing 740,000 units, both achieving over 65% growth [1] Group 2: User Growth - Global monthly active users reached 718.8 million in March 2025, a year-on-year growth of 9.2% [2] - Monthly active users in mainland China reached 181.1 million, marking a 12.9% increase year-on-year [2] Group 3: HYBE and Tencent Transaction - HYBE sold all its shares in SM Entertainment to Tencent for approximately 12.9 billion yuan [8] - Following this transaction, Tencent Music Entertainment Group will become the second-largest shareholder of SM Entertainment, just behind Kakao [8] Group 4: Kuaishou Financial Results - Kuaishou reported a revenue of 32.61 billion yuan for Q1 2025, a year-on-year increase of 10.9% [14] - The adjusted net profit was 4.58 billion yuan, reflecting a growth of 4.4% year-on-year [14] - The company's AI product, Keling AI, generated over 150 million yuan in revenue during Q1 2025 [15] Group 5: Regulatory Approvals - Rongchang Bio received approval from the National Medical Products Administration for its drug Tai Tasi Pu (brand name: Tai Ai) for treating generalized myasthenia gravis in China [16] - Junshi Biosciences received approval for its monoclonal antibody injection for new indications, becoming the first domestically approved PCSK9-targeted drug for patients intolerant to statins [17]

Group 1 - Guangdian Electric's wholly-owned subsidiary plans to sell 5.91% stake in Shanghai Winshun Electric Technology Co., Ltd. to Yapp Automotive Parts Co., Ltd. for 62.63 million yuan, aiming to optimize asset structure [1] - Anhui Natural Gas received approval for the registration of 500 million yuan short-term financing bonds and 600 million yuan medium-term notes, valid for two years [1] - Kirin Security received government subsidies totaling 6.48 million yuan, which are related to revenue [2] Group 2 - Junshi Biosciences received approval for two new indications for its self-developed drug, Oncorhynchus monoclonal antibody injection, targeting adult patients with heterozygous familial hypercholesterolemia and non-familial hypercholesterolemia [3] - China Resources Double Crane's subsidiary passed GMP compliance inspection for small and large volume injection production lines [4] - Nanjing Public Utilities' board approved the absorption and merger of its wholly-owned subsidiary, Nanjing Jinguang Industry Co., Ltd. [7] Group 3 - Boya Bio received drug registration certificate for human immunoglobulin (pH4) in the Dominican Republic, valid until August 12, 2029 [8] - Jizhi Co. announced that its controlling shareholder and actual controller committed not to reduce their shareholdings until December 31, 2025 [9] - Yuhua Tian won a bid for the integrated urban management project in Lanzhou City, with a total service subsidy of 353 million yuan [10] Group 4 - Anke Rui obtained five invention patent certificates related to various energy management and control technologies [11] - Kebo Da's wholly-owned subsidiary plans to acquire 100% of Czech IMI Company for approximately 9.43 million euros to enhance global production layout [13] - Yantian Port announced a cash dividend of 1.30 yuan per 10 shares, totaling 676 million yuan [14] Group 5 - Huawang Technology plans to distribute a cash dividend of 0.45 yuan per share and a capital reserve increase of 0.20 shares per share [15] - Kabe Yi established a wholly-owned subsidiary in Japan to enhance its business layout [16] - Dongcheng Pharmaceutical's subsidiary received approval for the marketing of sodium fluoride injection, a PET radiopharmaceutical [18] Group 6 - Huaxin New Materials' subsidiary received two utility model patent certificates for innovative devices [19] - Lingang Steel's new 2290 cubic meter blast furnace has been successfully put into operation [21] - Xinlitai received drug registration certificate for Sacubitril/Valsartan tablets, the first of its kind in China [23] Group 7 - Aike Co.'s subsidiary received project designation notices from multiple clients for electric drive platform components [25] - Tonghe Pharmaceutical received drug registration certificate for Apixaban in South Korea [26] - Junting Hotel signed a cooperation agreement with Choice Hotels for exclusive brand usage in mainland China [28] Group 8 - Guangdong Hongtu plans to establish a wholly-owned subsidiary in Zhengzhou to enhance market layout [30] - Yuheng Pharmaceutical signed a joint promotion agreement for Pemafibrate tablets with Xinghe Pharmaceutical [31] - Chongqing Steel terminated the absorption and merger of its wholly-owned subsidiary, citing strategic advantages of independent operation [33] Group 9 - Jihong Co. announced the listing of its H-shares on the Hong Kong Stock Exchange [34] - Deshi Co. announced plans for shareholders to reduce their holdings by up to 0.3% [36] - Xinhai Medical's subsidiary received medical device registration for a dialysis fluid filter [42]

君实生物：昂戈瑞西单抗注射液新适应症上市申请获得批准 智通财经5月27日电，君实生物(688180.SH)公告称，公司收到国家药监局核准签发的《药品注册证 书》，昂戈瑞西单抗注射液（商品名：君适达®）用于杂合子型家族性高胆固醇血症（HeFH）的成人 患者以及他汀类药物不耐受或禁忌使用的患者中，单独或与依折麦布联合用药用于非家族性高胆固醇血 症和混合型血脂异常的成人患者的新适应症上市申请获得批准。昂戈瑞西单抗成为首个获批用于他汀不 耐受人群的国产PCSK9靶点药物。 ...