Group 1 - The company, Siron Biotech (688163.SH), has stated on its interactive platform that it has not conducted any research related to HIV vaccines [1]

消息面上，近日中国疾控中心艾防中心等团队完成我国首个复制型天坛痘苗载体艾滋病疫苗I期临床试 验。该研究创新性采用曾用于消灭天花的"天坛株"痘苗病毒为载体，试验验证了该方案的安全性且能激 发有效免疫反应。这标志着我国在艾滋病疫苗研发领域取得重要进展。 数据显示，截至2025年7月31日，国证疫苗与生物科技指数(980015)前十大权重股分别为复星医药 (600196)、长春高新(000661)、智飞生物(300122)、万泰生物(603392)、沃森生物(300142)、华兰生物 (002007)、丽珠集团(000513)、昭衍新药(603127)、药明康德(603259)、康泰生物(300601)，前十大权重 股合计占比64.94%。 生物疫苗ETF(159657)，场外联接A：021292；联接C：021293；联接I：022794。 国金证券指出，创新药依旧是投资主线，在全球MNC面临专利悬崖，积极寻找大单品潜力创新药BD合 作的浪潮下，可重点关注泛癌种潜力的双/多抗药物、解决未满足临床需求的慢病药管线的创新药板块 投资机会。同时关注半年报潜在业绩超预期的创新药产业链投资机会。 生物疫苗ETF紧密跟踪国证 ...

Industry News - In July 2025, the number of new A-share accounts reached 1.96 million, showing a year-on-year increase of 71% and a month-on-month increase of 19.27% [6] - The China CDC and other teams completed the first phase clinical trial of a copy-type AIDS vaccine using the Tian Tan strain, marking significant progress in AIDS vaccine research in China [6] - The wholesale sales of new energy passenger vehicles in China reached 1.18 million units in July, representing a year-on-year growth of 25% and a cumulative total of 7.63 million units from January to July, up 35% year-on-year [6] - Tencent released four open-source small-sized models suitable for low-power scenarios, which can run on consumer-grade graphics cards [6] Company News - Kweichow Moutai announced a share buyback of 3.45 million shares, with a total payment of 5.301 billion yuan [8] - Leishan Electric announced that starting September 1, residential electricity will be charged at off-peak rates, which is expected to reduce the company's electricity business revenue by approximately 16.6 million yuan in 2025 [9] - Guizhou Moutai's share buyback reflects the company's commitment to enhancing shareholder value [8] - Green通 Technology plans to acquire 51% of DaMo Semiconductor for 530 million yuan, aiming for strategic transformation and industrial upgrade towards the semiconductor industry [10]

智通财经8月4日讯，市场全天低开后震荡反弹，三大指数小幅上涨。沪深两市全天成交额1.5万亿，较上个交易日缩量998亿。盘面上，市场热点较为杂乱， 个股涨多跌少，全市场超3800只个股上涨。从板块来看，军工股再度爆发，北方长龙等20余股涨停。机器人概念股震荡走强，浙江荣泰等涨停。固态电池概 念股表现活跃，上海洗霸涨停再创历史新高。板块方面，军工、贵金属、人形机器人、商业航天等板块涨幅居前，保险、影视、光伏、零食等板块跌幅居 前。截至收盘，沪指涨0.66%，深成指涨0.46%，创业板指涨0.5%。 板块方面 军工股集体爆发，北方长龙、爱乐达、恒宇信通、长城军工、航天电子等10余股涨停。东方证券研报指出，部分景气敏感型上游环节二季度已呈现业绩好转 态势，伴随积极的变化越来越多落地，板块确定性进一步增强。"十四五"收官之年景气度持续恢复，军贸有望成为第二增长极。 而从市场维度来看，军工板块也于近几个月走出了较强的延续性，其中北方长龙、长城军工等核心标的实现了年内股价翻倍的壮举。不过整体节奏上而言， 多呈现"进二退一"震荡向上的态势，重点留意板块震荡分歧过程中的低吸机会。同时需注意的是，今日午后商业航天、低空经济等新域 ...

Group 1: Macroeconomic News - The penetration rate of new energy vehicles in China reached a historical high of 44.3% in the first half of the year [3] - A new tax policy allows individuals to enjoy a VAT exemption on interest income from purchasing government bonds, local government bonds, and financial bonds, provided the monthly purchase does not exceed 100,000 yuan [2][4] Group 2: Market Movements - The Shanghai Composite Index rose by 0.66% on August 4, with over 20 stocks in the military industry hitting the daily limit [4] - In July, the issuance of public funds saw a significant increase, with nearly 150 new funds launched, marking the highest monthly issuance this year [4] Group 3: Company Developments - Berkshire Hathaway reported a net sale of $3 billion in stocks in Q2, marking the 11th consecutive quarter of selling more stocks than buying [5] - 30 companies are expected to share approximately 1.6 billion yuan from the film "Nanjing Photo Studio," which has grossed over 1.5 billion yuan in its first 10 days [6][7] - Boeing's 3,200 workers voted to strike after rejecting the company's latest labor contract proposal, which included salary increases and more vacation time [7] Group 4: Industry Updates - Ideal Auto clarified that its recent crash test of the i8 was aimed at validating and improving passive safety performance, not evaluating other brands [8][9]

MACD金叉信号形成，这些股涨势不错！ 据北京日报，中国疾控中心艾防中心等团队完成我国首个复制型天坛痘苗载体艾滋病疫苗I期临床试 验。该研究创新性采用曾用于消灭天花的"天坛株"痘苗病毒为载体，试验验证了该方案的安全性且能激 发有效免疫反应。这标志着我国在艾滋病疫苗研发领域取得重要进展。 受此影响，A股市场生物医药股拉升，其中，南模生物、赛伦生物涨超14%，天坛生物10CM涨停，之 江生物、沃森生物、仁度生物、安旭生物等跟涨。 ...

Core Points - The U.S. government has terminated a $258 million project, significantly impacting AIDS vaccine research [1] - Public health experts indicate that these budget cuts will severely hinder the progress made in combating AIDS over the past decades [1]