转自：新华财经 新华财经北京8月11日电（康耕甫） 控制权转让一事尘埃落定之后，*ST赛隆董事会也顺利迎来换届， 新一届高管团队即将登场。 8月10日晚间，*ST赛隆发布公告表示，公司董事长兼总裁蔡南桂、唐霖等多位董监高宣布辞去职务， 并补选贾晋斌、陈科、陈顿斐、张光扬、陈榕辉、李童瑶为公司第四届董事会非独立董事候选人并聘任 陈科为公司总裁。 分析人士指出，控制权变更后，新任控股股东不仅将为*ST赛隆带来充裕的资金支持，也将借助其丰富 的产业资源优势增强公司在创新药研发、AI药物研发等方面的创新能力，助力其进一步提升市场竞争 能力和盈利能力。 多元背景董事会助力战略转型升级 新任控股股东背后实力不凡的合伙人背景也引发了市场的广泛关注，除了有来自立白集团创始人之一的 陈凯臣长子陈展生外，刘翀、范晓霖则在生物医药、人工智能等硬科技方向有着广泛的投资布局，并在 近期携手天图投资、晶泰科技完成了对AI药物发现平台耀速科技的战略投资。 10日晚间，*ST赛隆发布公告表示，因公司控制权已发生变更，公司于近日收到董事长兼总裁蔡南桂， 董事唐霖，董事兼常务副总裁刘达文，董事兼副总裁李剑峰，董事、副总裁、董事会秘书张旭，董事邓 ...

8月6日，晶泰控股（02228.HK）上午股价大涨8.48%，这跟全资子公司晶泰科技达成授权合作有关，后 者创下人工智能（AI）+机器人新药研发领域订单规模的新纪录。 前一晚，晶泰科技宣布与DoveTree完成总订单规模约470亿港元（59.9亿美元）的管线合作签约，并已 收到协议约定的首付款约4亿港元（5100万美元）。 今年以来，资本、制药领域对AI技术的关注，有重新升温趋势。今年6月份，石药集团也与阿斯利康订 立战略研发合作协议，后者拟利用石药集团的AI引擎双轮驱动的高效药物发现平台，发现和开发新型 口服小分子候选药物，石药集团有望获得金额达到53.3亿美元。 对于AI制药企业而言，自身能否实现商业闭环尤为重要，卖软件、对外授权以及自主研发药物是企业 们主要在进行的商业模式。 2024年，晶泰控股实现收入2.66亿元，虽然经调整亏损净额（非国际财务报告准则计量）仍高达4.55亿 元，但较2023年的亏损收窄了12.5%。 （文章来源：第一财经） 根据协议条款，晶泰科技与DoveTree就多款处于临床前阶段的大分子及小分子创新药资产达成合作，并 将针对一系列DoveTree指定的靶点进行新药研发，Dove ...

Core Insights - PwC's report highlights China's unique "new quality productivity" competitive advantage, driven by technological upgrades and innovative decision-making, which presents structural growth opportunities for global investors [1][2] Group 1: Rise of New Quality Productivity - The global economic adjustment period has prompted 42% of surveyed CEOs to believe that current business models may not survive the next decade, showcasing the need for systemic breakthroughs in productivity [2] - China is transitioning from a demographic dividend to a talent dividend, with software developers constituting one-third of the global total and over 5 million STEM graduates annually, enhancing its talent pool [2] - The "technology middle platform" strategy adopted by Chinese enterprises allows for rapid industrialization of business data, facilitating quick application of new technologies across various sectors [2] Group 2: Digital Infrastructure and Market Dynamics - China's robust digital infrastructure supports rapid intelligent transformation across the entire industry chain, benefiting businesses of all sizes and enhancing production efficiency [2] - Chinese companies are reportedly gaining greater benefits from generative AI compared to their global counterparts, indicating a shift from low-cost labor to high-resilience digital solutions [2] - The Chinese consumer market is evolving from scale advantages to global decision-making leadership, with 76% of respondents willing to pay a premium for eco-friendly products, surpassing figures in the US and Europe [3] Group 3: Investment Opportunities in Economic Development - China's GDP growth rate is projected to reach 5% in 2024, with significant investment opportunities in consumption upgrades, industrial integration, and green transformation [4] - The youth market, lower-tier market activation, and the demand upgrade from high-net-worth individuals are identified as key drivers of consumption potential [4] - The integration of biotechnology and information technology is creating new opportunities in various sectors, with the low-altitude economy and satellite internet services expected to exceed a market scale of 100 billion [4] Group 4: Recommendations for Multinational Enterprises - Multinational companies are encouraged to optimize their positioning in the Chinese market by establishing a new strategy focused on "innovation symbiosis and value sharing" [5] - Companies should build localized innovation ecosystems through local R&D centers and government collaborations, creating a framework that combines Chinese R&D with global adaptation [5] - A resilient management framework is recommended, including a dual empowerment assessment system to quantify the benefits of collaboration within the Chinese business ecosystem [5]