【解剖大盘】 现在的市场就是反反复复，市场抓住一个契机就往上打，但都很难持续，依旧是轮动的格局，因为基本 面并不扎实，包括美股纳指创出历史新高，主要靠的英伟达。其它并不突出，都是情绪带动，港股今天 冲高回落跌0.29%。 继续围绕关税：据央视新闻报道，当地时间周二，美国总统特朗普宣布，对一些规模体量较小的国家的 关税信函也将很快发出，对这些国家预计会设定"略高于10%"的关税。7月15 日，北约秘书长马克·吕特 宣称，如果俄罗斯不与乌克兰达成和平协议，巴西、中国和印度恐面临美国的二级制裁，并敦促巴西、 中国和印度向俄罗斯施压。欧洲也跟在后面掺乎，继续讨好特朗普。外交部回应：关税战没有赢家，胁 迫施压解决不了问题。美国提出韩国参考日本的提议：建立主权基金，借款给韩国企业去美国建厂。 第三届中国国际供应链促进博览会今日在北京举行，英伟达 CEO 黄仁勋出席并发表中文演讲。黄仁勋 称已收到H20很多订单。平心而论，H20即便是阉割版，也比国产的要好用一些，关键是其生态匹配效 率更高。美国此次松口，关键原因就是想通了，再不卖就卖不出去了。当然也不排除想让我们放松稀土 做出的姿态，但大概率不在双方讨论的范畴，很难作为筹 ...

Core Insights - By 2025, global ESG asset management is expected to exceed $50 trillion, indicating that responsible investment has become mainstream and ESG standards are evolving into a core engine for corporate value reconstruction [1] - Zhiyun Health (09955.HK) was awarded the "Golden Award · ESG Social Responsibility Excellence Enterprise" at the "Gelonghui Mid-term Strategy Summit 2025," highlighting its integration of commercial and social value [1] Group 1: Strategic Upgrades and Innovations - Zhiyun Health's achievements in ESG stem from its deep insights into the healthcare industry and continuous business innovation, particularly in the chronic disease management market, which has significant growth potential [4] - The company has implemented a dual-driven strategy of "AI SaaS + P2M," enhancing overall efficiency in the healthcare ecosystem and establishing a vast network covering 2,738 hospitals and 242,700 pharmacies across China [4][6] - The P2M model has generated total revenue of 320 million yuan and achieved net profit, validating its commercial viability [4] Group 2: Product Development and Market Expansion - Zhiyun Health's self-developed product, Tangjing® Dapagliflozin Tablets, achieved over 10 million yuan in revenue within two months of its launch, indicating strong market penetration potential [5] - The company has entered into exclusive cooperation with Clinect Pty Ltd to introduce a new injectable drug for pulmonary arterial hypertension, expected to maintain rapid growth over the next five years [6] Group 3: Social Responsibility and Community Engagement - The company has implemented a SaaS system that has issued 264 million online prescriptions, benefiting over 38 million users while reducing paper usage and energy consumption [9] - Zhiyun Health actively participates in community activities, such as the "Rural Medical" charity initiative, donating digital health management software and medical equipment to improve healthcare services in underserved areas [10][12] Group 4: Future Outlook and ESG Integration - The integration of technology and a mission for inclusivity positions Zhiyun Health as a leader in sustainable growth, demonstrating that ESG is not merely a moral obligation but a compass for value creation [12] - The company's focus on personalized and precise health management solutions aims to enhance patient quality of life while fulfilling its social responsibilities [6][12]

证券代码：832735 证券简称：德源药业 公告编号：2025-042 江苏德源药业股份有限公司 投资者关系活动记录表 本公司及董事会全体成员保证公告内容的真实、准确和完整，没有虚假记载、 误导性陈述或者重大遗漏，并对其内容的真实性、准确性和完整性承担个别及连 带法律责任。 一、 投资者关系活动类别 二、 投资者关系活动情况 活动时间：2025 年 6 月 12 日至 2025 年 6 月 13 日 活动地点：北京金融街威斯汀大酒店 参会单位及人员：申万宏源、华诺投资、中信证券、红塔证券、兴业证券、 首创证券、中泰证券、中邮基金、相聚资本、泓德基金、景顺长城基金、华泰柏 瑞基金（排名不分先后） 上市公司接待人员：公司副总经理、董事会秘书、财务负责人：王齐兵先生 三、 投资者关系活动主要内容 公司副总经理、董事会秘书、财务负责人王齐兵先生介绍了公司总体情况、 1 / 3 回复：根据公司 2025 年财务预算，公司 2025 年研发投入预计 1.63 亿元，其 中创新药 8,500 万元，仿制药 7,800 万元。 公司研发产品布局将围绕以代谢紊乱为特征的慢性病治疗药物为方向开展， 目前已布局降血糖、降血压、降血 ...

Core Insights - Jining High-tech Zone is leveraging digital empowerment to drive the transformation of advanced manufacturing towards higher levels of sophistication, intelligence, and sustainability [1][10] Group 1: Digital Infrastructure - Jining High-tech Zone has implemented 115 digital transformation projects, achieving full coverage of digital transformation among 286 industrial enterprises [3] - The zone has established one national-level intelligent manufacturing demonstration factory and eight provincial-level intelligent factories, along with six provincial-level digital workshops [3] Group 2: Green Transformation - Digital empowerment has led to a 130% increase in per capita output and a 30% reduction in energy consumption for companies like Chenxin Pharmaceutical [5] - The zone has built eight national-level green factories and ten provincial-level green factories, earning recognition as a national-level green industrial park [5] Group 3: Innovation and Cluster Development - In 2024, Jining High-tech Zone ranked 61st in the national evaluation of high-tech zones, marking three consecutive years of improvement [7] - Key projects such as Komatsu's global intelligent manufacturing base and Longcheng New Energy headquarters are accelerating, with domestic production capacity for innovative drugs reaching 650 million tablets [7] Group 4: Future Planning - The zone collaborates with 32 research institutions, including the Chinese Academy of Sciences and Tsinghua University, aiming to break through 12 key core technologies within three years [9] - By 2025, the zone plans to deepen the integration of research and production, while enhancing cross-border e-commerce channels to achieve record transaction volumes [9]