Policy Developments - Shanghai is advancing the standardization research of medical accompaniment services, with a project led by East China Hospital identified as a key research topic for 2024, focusing on service institutions, personnel requirements, service processes, and quality evaluation [2] Drug and Device Approvals - Maike Bio has received a medical device registration certificate for its coagulation factor activity measurement kits, valid from July 8, 2025, to July 7, 2030, aimed at monitoring treatments for coagulation factor deficiencies [3] - Kewang Pharmaceutical's vitamin K1 drops have received a registration acceptance notice from the National Medical Products Administration, intended to prevent vitamin K deficiency bleeding in infants [4] - CanSino has been approved for clinical trials of its trivalent poliovirus vaccine, which is being developed using protein structure design and VLP assembly technology, currently undergoing I/II phase trials in Indonesia [5] Financial Reports - Johnson & Johnson reported Q2 revenue of $23.74 billion, a 5.8% increase year-over-year, exceeding market expectations, with projected annual sales between $93.2 billion and $93.6 billion [6] Capital Markets - Tuoxin Pharmaceutical plans to invest 10 million yuan in Jiangsu Jinsan Biotechnology Co., acquiring a 1.75% stake, with Jinsan successfully producing high-purity ergothioneine for various products [7] - Tsinghua Unigroup's stock auction resulted in the sale of 58.607 million shares, potentially leading to a change in control of the company, with the shares sold at an average price significantly above the latest closing price [8] Industry Events - China National Pharmaceutical Group responded to rumors regarding the "return" of a licensing agreement with Merck for a PD-1/VEGF bispecific antibody, stating that the collaboration is progressing normally and a milestone payment of $300 million is expected upon completion of technology transfer by 2025 [9] Public Sentiment Alerts - A senior executive of Astellas Pharma in China was sentenced to three and a half years in prison for espionage, highlighting potential risks in the pharmaceutical industry [10] Stock Market Alerts - ST Weiming's stock has been placed under risk warning due to a significant price drop and expected losses of 55 million to 85 million yuan for the first half of 2025, leading to a change in its trading name and restrictions on price fluctuations [11]

Group 1 - Postal Savings Bank plans to invest 10 billion yuan to establish China Post Financial Asset Investment Co., with a registered capital of 10 billion yuan, aiming to enhance comprehensive service capabilities and support technological innovation and private enterprises [1] - Tuo Xin Pharmaceutical intends to increase capital by 10 million yuan in Jiangsu Jin San Biotechnology Co., acquiring a 1.75% stake, with Jin San successfully producing high-purity ergothioneine for various products [2] - Anker Innovations is researching overseas share issuance to expand its global strategy and enhance brand influence, with no specific plan confirmed yet [3] Group 2 - Hoshine Silicon Industry's controlling shareholder plans to transfer 5.08% of shares to Xiao Xiugan for a total price of 2.634 billion yuan, with no change in control [4] - Zhuhai Guanyu has won a final ruling from the Supreme People's Court, dismissing the lawsuit from ATL, with 14 ATL patents declared invalid and no negative impact on the company's operations [5] - Lixing Co. has terminated the acquisition of Qingdao Feiyan Precision Steel Ball Manufacturing Co. due to failure to reach an agreement, with no adverse effects on its financial status [6] Group 3 - Pinming Technology expects a net profit of 28 million to 34 million yuan for the first half of the year, representing a year-on-year increase of 231.79% to 302.89% [7] - Tiande Yu's performance report anticipates a net profit of 152 million yuan for the first half, up 50.89% year-on-year [7] - Huahong Technology reports normal operations with no undisclosed significant matters [8]

Core Viewpoint - Toxin Pharmaceutical (301089.SZ) announced an investment of 10 million yuan in Jiangsu Jinsan Biotechnology Co., Ltd., acquiring a 1.75% stake, aiming to leverage its technological advantages in the field of chemical and synthetic biology [1] Group 1: Investment Details - The investment consists of 223,400 yuan added to registered capital, with the remainder allocated to capital reserves [1] - Following the investment, Toxin Pharmaceutical will hold a direct stake of 1.75% in Jinsan Biotechnology [1] Group 2: Company Overview - Jinsan Biotechnology specializes in the research, production, and sales of synthetic biological products, focusing on the development and industrial application of ergothioneine [1] - The company has achieved breakthroughs in the entire chain of technology, including strain construction, fermentation, purification, and engineering-scale production of high-purity ergothioneine [1] Group 3: Market Potential - The market for ergothioneine terminal products in China is projected to reach 1.57 billion yuan by 2024, with 60% used in skincare and nearly 30% in health food [3] - The global ergothioneine raw material market is expected to grow from 6.3 million USD in 2024 to 16.1 million USD by 2031, with a CAGR exceeding 14% [3] Group 4: Controversies - Ergothioneine has faced controversies, including claims by a prominent biologist labeling it as a "fake drug," which has been disputed by related companies citing scientific backing [4]

拓新药业：拟对仅三生物增资1000万元 仅三生物实现了高纯度麦角硫因的制备 智通财经7月16日电，拓新药业(301089.SZ)公告称，公司将以自有资金1000万元对江苏仅三生物科技有 限公司（简称"仅三生物"）进行增资。本次交易完成后，公司将直接持有仅三生物1.75%的股权。仅三 生物成功实现了高纯度麦角硫因的制备，其主要产品包括麦角硫因护肤品、口服胶囊、洗眼液等。 ...

Core Insights - The recent publicity surrounding the chairman of a pharmaceutical company promoting its product, ergothioneine capsules, led to a significant 20% increase in the stock price of its subsidiary, Chuaning Bio [1] - Despite initial market excitement, the price of ergothioneine has drastically decreased from 300,000 yuan per kilogram to below 10,000 yuan due to advancements in synthetic biology and increased competition [1][2] - The company Jinsan Bio has decided to fully commit to promoting ergothioneine, aiming to establish itself as an industry leader by actively creating market demand rather than waiting for trends to develop [2][4] Company Strategy - Jinsan Bio's founder, Ding Wei, emphasizes the importance of innovation and market leadership, stating that to become an industry leader, one must pave new paths and help generate market interest [2][8] - The company has set ambitious sales targets, aiming for a gross merchandise volume (GMV) of 300 million yuan in 2023 and 500 million yuan in 2024, with a monthly GMV exceeding 30 million yuan by 2025 [2][3] - Jinsan Bio has successfully completed a Pre-A round of financing exceeding 100 million yuan, with investments from various funds, indicating strong investor confidence in its business model [2] Product Development and Marketing - Jinsan Bio has developed a range of products including skincare serums, oral capsules, and eye drops, focusing on the health benefits of ergothioneine [10] - The company employs a dual strategy of B2B and B2C, selling raw materials while also marketing consumer products, which has proven effective due to the team's background in consumer goods [4][7] - The marketing strategy includes leveraging online sales channels such as JD, Tmall, and Douyin, with a significant portion of sales coming from live-streaming and private domain traffic [11] Research and Clinical Trials - Jinsan Bio is conducting investigator-initiated trials (IIT) to validate the health benefits of ergothioneine, focusing on its effects on liver function and eye health [5][6] - The decision to pursue IIT is seen as a unique approach in the dietary supplement industry, providing scientific evidence to support the efficacy of their products [6] Industry Context - The decline in raw material prices has led many investors to be cautious about ergothioneine, but Jinsan Bio's proactive approach aims to change this perception and stimulate market growth [2][4] - The company positions itself as a leader in the ergothioneine niche, aiming to create a robust market presence and consumer awareness [8][15]

Group 1 - The concept of ergot sulfur has gained popularity, leading to significant stock price movements among related companies, with some experiencing a daily limit increase [1][3] - Kelong Pharmaceutical has been actively promoting ergot sulfur, with its chairman showcasing the product's potential in an advertisement, which has contributed to the surge in related stocks [1][2] - Several companies have responded to investor inquiries regarding their involvement with ergot sulfur, indicating that the revenue from products containing this ingredient is currently low and has minimal impact on overall performance [3] Group 2 - Kelong Pharmaceutical has been focusing on the health industry for seven years, emphasizing the commercialization of ergot sulfur as a key growth factor [2] - Other companies, such as Haizheng Pharmaceutical and Wanbang Pharmaceutical, are also exploring the potential applications of ergot sulfur, with ongoing research and development efforts [3]

2016年至2024年，可啦啦销售额连续9年保持高速增长。 本文为IPO早知道原创 作者｜Stone Jin 微信公众号｜ipozaozhidao 据IPO早知道消息，国货彩瞳品牌「可啦啦」日前蝉联"中国全网彩瞳销量第一品牌"称号。 市场地位证明书 Proof of Market Position SP2025-CMP-4562 证明颁发日期: 2025年3月 Ce te: 尚普咨询集团 SHANGPU GROUP 统计时间:2024年1月1日-2024年12月31日;本证明于2025年3月完成调研。 IE 另据「IPO早知道」了解， 2016年 至 2024年，可啦啦销售额连续9年保持高速增长， 并 2023年 实现盈利，2024年GMV超15亿且大幅盈利，市占率及GMV位列行业第一 。 截至目前，可啦啦累计服务超8000万人次，全网粉丝量突破1000万，持续领跑行业大盘，已是品类 TOP5中增速最快的品牌，稳居各电商平台彩瞳/隐形眼镜品类榜首。此外，可啦啦还推出了玻尿酸 美瞳、防蓝光专利技术等业内首创品类及创新技术。 这里不妨补充一点， 可啦啦 隶属于 瞳学集团 。除 可啦啦 外， 瞳学集团 旗下还拥有 ...

文章来源：眼未来；编辑：Sophia 转载要求：首发24小时后可转载，需注明来源 # 远山AB-800眼科光学生物测量仪 两款产品的推出进一步丰富了维视艾康特在眼视光领域的产品矩阵 ，不过在近视防控领域，虽然生物测量仪的下沉市场空间更为广阔，不过该领域技术壁垒 和竞争门槛相对较低， 国产厂商之间价格竞争较为激烈 。 截至2025年1月， 已有22款国产眼科光学生物测量仪获批 ，且高端光学生物测量仪一直被蔡司Master系列、Tomey OA2000系列等进口品牌垄断，尤其是蔡司 Master 500/700系列产品，具备绝对优势市占率。 产品采用 创新免散瞳远视储备AI测算 技术，通过精准的生物测量测算儿童远视储备值， 精度高达85% ，适用于眼球生物学参数的测量，包括眼轴长、中央角膜厚 度、角膜屈光度、前房深度、白到白距离、晶状体厚度等。 作为三类医疗器械， 接触镜护理液市场集中度较高，国内已有超十款产品获批 ，主要品牌包括博士伦、海昌、欧普康视、爱博诺德等。整体来看，进口品牌 占据国内市场主要份额，护理液国产替代空间较大。 近日， 维视艾康特 在上海首发了两款新品，分别是 微晓·远山AB-800眼科光学生 ...