思宇年度活动回顾： 首届全球眼科大会 | 首届全球骨科大会 | 首届全球心血管大会 | 首届全球医美科技大会 即将召开： 2025年7月17日，第二届全球医疗科技大会 2025年9月3-5日，第三届全球手术机器人大会 近日， EyePoint公司 宣布其 湿性年龄相关性黄斑变性（nAMD） 候选产品 Duravyu的三期 LUGANO 研究 提 前完成患者招募。 短短 7 个月内，超过400名受试者完成入组并随机分组，这标志着该 药械合一控释植入剂 在 nAMD治疗中的临床推进进入关键阶段。 Duravyu 通过 EyePoint 专有的缓释技术 Durasert ETM，将伏罗尼布制为固体可生物降解的植入剂进行药物递 送。 根据公司规划， LUGANO 试验的初步数据将在2026年中期公布，后续LUCIA研究结果预计于 2026年下半年发布 。 LUCIA试验目前已随机分组60%的患者，预计2025年第三季度完成招募。 本轮进展不仅推动Duravyu临近商业化节点，也使其成为 "半年一针" 持续释放 治疗方案中最受瞩目的候选之 一。这一发展，正嵌入眼科控释治疗从基础探索走向结构重塑的背景逻辑中。 # 频繁注 ...

Group 1 - The U.S. has announced an increase in tariffs on imported steel and aluminum from 25% to 50%, causing a strong global reaction and leading to a drop in steel stocks in Asia [2] - South Korea's trade ministry held an emergency meeting with industry leaders to discuss the potential impact of these tariffs on steel exports, which accounted for 13.1% of South Korea's total steel exports in 2024 [2] - Major steel trading partners of the U.S., including Canada and the EU, condemned the tariff increase and warned of possible retaliatory measures [2] Group 2 - In June, brokerage firms have released their "golden stocks," with over a hundred stocks recommended, particularly in the machinery and pharmaceutical sectors [3] - The machinery sector is optimistic about investment opportunities arising from the development of controlled nuclear fusion, while the pharmaceutical sector suggests focusing on CXO, specialty raw materials, and pharmacies [3] Group 3 - The second round of negotiations between Russia and Ukraine concluded with an agreement to exchange the remains of fallen soldiers and a new round of prisoner swaps [4] - Russia plans to unilaterally transfer 6,000 fallen soldiers' remains to Ukraine next week, and both sides will establish a medical committee for regular exchanges of severely injured soldiers [4] Group 4 - A surge in interest around "stablecoins" has led to numerous broker calls focusing on this topic, with several stablecoin-related stocks showing strong performance [5] - Despite the potential applications of stablecoins, there are concerns about market speculation and a lack of in-depth research from major institutions [5] Group 5 - Insurance companies have been actively increasing their stakes in high-dividend assets, particularly bank stocks, with 15 instances of stake increases reported by seven insurance firms by the end of May [6] - The current wave of stake increases is driven by the need for stable cash returns in a low-interest-rate environment [6] Group 6 - An announcement from the White House indicated that the U.S. and China are expected to hold talks regarding tariff issues [7] - The U.S. International Trade Court has blocked a tariff policy announced by Trump, stating that such powers belong exclusively to Congress [7] Group 7 - An announcement from Annier indicated that the company is planning a change in control, with the current major shareholders proposing to transfer 13.03% of their shares to a counterparty [8][17] - The stock of Annier will be suspended from trading starting June 3, with the suspension expected to last no more than two trading days [8][17] Group 8 - BYD reported a total of 382,500 new energy vehicle sales in May 2025, with overseas sales accounting for 89,000 units [28] - BAIC BluePark's subsidiary saw a 215.11% year-on-year increase in sales in May 2025, totaling 17,100 units [29] - Great Wall Motors reported May sales of 102,200 vehicles, marking an 11.78% year-on-year increase, with 32,600 of those being new energy vehicles [30]

2025.06. 02 本文字数：3150，阅读时长大约5分钟 2连板恒宝股份：控股股东、实际控制人在股票交易异常波动期间存在买卖公司股票的情形 恒宝股份发布异动公告，公司控股股东、实际控制人在股票交易异常波动期间存在买卖公司股票的情 形。公司于2025年3月6日披露了《关于控股股东、实际控制人减持股份的预披露公告》，公司控股 股东、实际控制人钱京计划减持公司股份。公司股票异常波动期间，钱京存在减持公司股票的情形， 该减持行为与此前披露的减持计划一致，亦不存在违规减持的情形。 绿通科技：拟收购大摩半导体不低于51%股权 向半导体领域业务拓展 绿通科技公告，公司拟筹划以现金方式收购江苏大摩半导体科技有限公司不低于51%的股权，预计将 实现对标的公司的控股。大摩半导体系国内知名半导体前道量检测修复设备企业之一，公司拟通过本 次收购实现从原有场地电动车单一业务向半导体领域拓展 安奈儿：筹划公司控制权变更事项 股票明起停牌 安奈儿晚间公告，公司近日收到控股股东、实控人曹璋、王建青的通知，其正在筹划公司控制权变更 相关事项。曹璋和王建青拟通过向交易对手方转让公司13.03%的股份等方式，使交易对手方获得公 司控制权。交 ...

Core Viewpoint - The announcement indicates that East China Pharmaceutical's subsidiary has received a notice of acceptance for the marketing authorization application of Ranibizumab injection, marking a significant progress in the drug's development [1] Company Summary - East China Pharmaceutical's wholly-owned subsidiary, Hangzhou Zhongmei East China Pharmaceutical Co., Ltd., has submitted a marketing authorization application for Ranibizumab injection, which has been accepted by the National Medical Products Administration [1] - The total investment in the research and development of Ranibizumab injection amounts to approximately 220 million yuan [1] - The acceptance of the application is an important milestone in the drug's development process, which is expected to enhance the company's core competitiveness in the treatment of various retinal diseases in the long term [1] Industry Summary - Ranibizumab injection is indicated for the treatment of various retinal diseases in adults and premature infants, highlighting its potential market relevance [1] - The acceptance of the marketing application is a positive development for the industry, as it reflects ongoing innovation and progress in the treatment of eye diseases [1]

风险提示：本文所提到的观点仅代表个人的意见，所涉及标的不作推荐，据此买卖，风险自负。 作者： userfield 来源：雪球 扫了一眼 ， 大部分小市值Biotech的现金储备都低于前面说的6亿安全线 ， 较难从负循环转到正 循环 ， 在港股市场也就约来约被边缘化 。 说说进入到现金枯竭状态的Biotech ， 荃信 、 永泰 、 迈博 、 华昊 、 东曜 、 中国抗体 、 友 芝友 、 盛禾 、 开拓 、 创胜 、 圣诺 ， 账上都没有啥钱了 ， 没办法使劲烧钱研发了 ！ 短期来看 ， 投资机会更多来自于超级低估带来的估值修复 。 譬如德琪医药 ， 市值最低的时候 只有4亿市值 ， 现在反弹5倍到了20亿 ， 但基本面的变化没有那么大 ， 实际逻辑就是市场低迷 的时候 ， 给了过多的折价 ， 这波市场回暖 ， 就是市场环境变化就会带来较大的反弹涨幅 。 说几个我觉得值得跟踪和评估的票吧 ！ 当然不一定是机会 ， 毕竟到30亿以下 ， 港股市场已经 失去正常市值定价能力 ， 有时候流动性影响远大于内在价值挖掘 。 1 ） 宜明昂科 （ 26 ， 7 ） ： 这家药企身上的标签就是CD47 ， 前面吉利德 、 ...