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智通港股早知道 | 从金融基建到数字经济生态 解码香港稳定币的共赢新范式
Zhi Tong Cai Jing· 2025-05-30 00:05
【今日头条】 认识香港的稳定币 5月19日,美国参议院通过《GENIUS法案》,为稳定币立法;5月21日,香港立法会通过《稳定币条例 草案》,标志着香港成为全球首批建立法币稳定币全链条监管体系的地区之一。金管局将启动发牌制 度,规范稳定币发行及相关活动,预计2025年底前接受合规发行人申请。 稳定币对香港意义:推动港币/人民币国际化,挑战数字货币时代美元霸权;优化跨境支付环境,巩固 全球贸易中心地位;提供数字货币市场透明合规环境,降低类似TerraUSD崩盘风险,维护金融稳定。 对发行主体益处:获取商业利益(赚取铸币利润、增强用户在生态中的粘性)、抢占数字资产入口、参 与全球支付竞争、扩大客户覆盖范围(针对无银行账户人群)。对投资者益处:规避加密货币波动、满 足跨境支付需求、国际贸易结算、参与DeFi理财、跨境资产配置、流动性管理等。 预计持牌机构可通过"利差+手续费+生态服务"多维度获取商业利益。 隔夜美股道指涨117.03点,涨幅为0.28%,报42215.73点;纳指涨74.93点,涨幅为0.39%,报19175.87 点;标普500指数涨23.62点,涨幅为0.40%,报5912.17点。英伟达(NV ...
白云山:分公司获得甲苯磺酸索拉非尼化学原料药上市申请批准
news flash· 2025-05-29 08:20
白云山(600332)公告,分公司白云山化学制药厂收到国家药品监督管理局签发的甲苯磺酸索拉非尼 《化学原料药上市申请批准通知书》。通知书编号为2025YS00407,受理号为CYHS2360970,化学原料 药注册标准编号为YBY64902025。甲苯磺酸索拉非尼主要用于晚期肝癌的一线治疗、晚期肾癌的治 疗、放射性碘治疗无效的局部晚期或转移性甲状腺癌。白云山化学制药厂在甲苯磺酸索拉非尼原料药研 发项目上已投入研发费用合计约336.55万元。本次获得批准有助于丰富白云山化学制药厂抗肿瘤类产品 的种类,提升本公司在抗肿瘤领域市场的竞争力。 ...
第二款“十亿美元分子”获BTD认证,和誉-B(02256)“真创新”配置价值凸显
智通财经网· 2025-05-28 01:55
Core Viewpoint - The announcement of the inclusion of ABSK011 (Ipagotinib) as a breakthrough therapy for advanced hepatocellular carcinoma (HCC) patients who have failed previous treatments marks a significant milestone for the company, indicating its potential to become a "billion-dollar molecule" [1][2][3]. Group 1: Breakthrough Therapy Designation - ABSK011 has been officially designated as a breakthrough therapy for treating FGF19 overexpressing advanced HCC patients who have previously undergone immune checkpoint inhibitors (ICI) and multi-targeted tyrosine kinase inhibitors (mTKI) [1][2]. - This designation follows the earlier approval of Pimicotinib (ABSK021), making ABSK011 the second major product of the company to receive such recognition [1]. Group 2: Clinical Data and Efficacy - Recent clinical data presented at the ESMO conference showed that the 220mg BID dosage of ABSK011 achieved an overall response rate (ORR) of 44.8% in patients with FGF19 overexpressing HCC who had previously been treated with ICIs and mTKIs [3][4]. - The drug demonstrated a median duration of response (mDOR) of 7.4 months and a median progression-free survival (mPFS) of 5.5 months, significantly outperforming existing therapies [3][4]. Group 3: Market Potential and Competitive Advantage - The global liver cancer market is projected to reach approximately $5.3 billion by 2029, with immunotherapy accounting for about 72.2% of the market share [6]. - The company has developed ABSK011 as the first small molecule inhibitor targeting the aberrant activation of the FGF19/FGFR4 signaling pathway, which is expected to provide a differentiated treatment option for HCC patients [2][6]. Group 4: Financial Performance and Investment Value - The company has achieved its first full-year profitability in 2024, generating substantial cash flow and signaling a sustainable growth trajectory [8]. - The management has been actively repurchasing shares, reflecting confidence in the company's future and commitment to returning value to investors [8][9]. Group 5: Stock Market Performance - Following a period of volatility, the company's stock price rebounded significantly, reaching a peak of 8.95 HKD, with a maximum increase of 62.14% over a one-and-a-half-month period [11]. - This price recovery indicates strong market interest and confidence in the company's fundamentals and growth potential [11].