Company Highlights - Microsoft shares opened up 8% on July 31, with a market capitalization surpassing $4 trillion, reaching $4.1 trillion, making it the second company globally to achieve this milestone. The company reported Q4 FY2025 revenue of $76.44 billion, an 18% year-over-year increase, with its intelligent cloud business (including Azure) generating $29.88 billion, a 26% increase year-over-year [1] - China National Petroleum Corporation (CNPC) announced a target to achieve six key performance indicators by 2030, including vehicle sales exceeding 5 million and smart connected electric vehicle sales exceeding 3 million [4] - OpenAI disclosed its first "Stargate" project in Europe, aiming to launch a cluster of 100,000 GPUs next year, utilizing direct-to-chip liquid cooling technology [6] Industry Developments - The State Council of China approved the implementation of a personal consumption loan interest subsidy policy, which aims to lower credit costs for residents and financing costs for service industry entities, thereby stimulating consumption potential and enhancing market vitality [9] - The Ministry of Industry and Information Technology (MIIT) reported that in the first half of 2025, the revenue of large-scale internet and related service enterprises reached 961.3 billion yuan, a year-on-year increase of 3.1%, while total profits decreased by 8.3% [10] - The game industry in China saw a record high revenue of 168 billion yuan in the first half of 2025, with the user base reaching 679 million, also a historical peak [13] - The electric vehicle charging infrastructure in China saw a nearly doubled increase in the first half of 2025, with a total of 3.282 million new charging facilities, marking a 99.2% year-on-year growth [15]

Group 1: Public Health Response - The 2025 version of the Chikungunya fever diagnosis and treatment plan has been released to enhance the standardized treatment level across various medical institutions in China [1] - The release reflects China's heightened vigilance towards imported infectious diseases, as there is currently no vaccine available for the virus [1] Group 2: Company Control Changes - Renfu Pharmaceutical announced a change in its actual controller to China Merchants Group, following the completion of board restructuring and control acquisition [2] - This change is expected to stabilize the company's governance structure and promote resource integration [2] Group 3: Drug Development and Approvals - Huahai Pharmaceutical's HB0043, a dual-target antibody drug, has received clinical trial approval, marking it as the first of its kind targeting IL-17A and IL-36R [3][4] - CS231295 from Microchip Biotech has received FDA approval for clinical trials, showcasing its potential in treating brain tumors due to its ability to penetrate the blood-brain barrier [4] - Shuyou Shen has obtained a summary report for BDB-001 injection, demonstrating significant clinical advantages in reducing steroid dosage for ANCA-associated vasculitis [5]

Group 1 - The National Health Commission and the National Administration of Traditional Chinese Medicine released the 2025 version of the Chikungunya fever diagnosis and treatment plan to enhance standardized treatment levels [1] - The new treatment plan reflects China's heightened vigilance towards imported infectious diseases, as there is currently no vaccine available for the virus [1] Group 2 - Renfu Pharmaceutical announced a change in its actual controller to China Merchants Group, with China Merchants Biomedical controlling approximately 4.34 billion shares, accounting for 26.62% of the total share capital [2] - The change in control is expected to stabilize the company's governance structure and promote resource integration [2] Group 3 - Huahai Pharmaceutical's HB0043, the world's first dual-target antibody drug targeting IL-17A and IL-36R, has received clinical trial approval from the National Medical Products Administration [3] - HB0043 shows stronger efficacy than monoclonal antibodies in various animal disease models, indicating its potential for treating autoimmune diseases [3] Group 4 - Microchip Biotech received FDA approval for the clinical trial of CS231295, a selective AuroraB inhibitor for treating advanced solid tumors, highlighting its ability to penetrate the blood-brain barrier [4] - The approval signifies a differentiated innovation capability in the field of brain tumor treatment, where most drugs struggle to cross the blood-brain barrier [4] Group 5 - Shutaishen obtained a summary report for the I/II phase clinical study of BDB-001 injection for ANCA-associated vasculitis, showing significant clinical advantages in steroid reduction and complete remission rates [5] - The company plans to advance to phase III clinical trials to further validate the clinical benefits for AAV patients [5]

Group 1 - The company has decided not to exercise the early redemption rights for the "Microchip Convertible Bonds" despite meeting the conditions for conditional redemption [2][8][9] - The stock price of the company met the requirement of being at least 130% of the current conversion price (32.838 CNY/share) for at least 15 out of 30 trading days from July 11 to July 31, 2025, triggering the conditional redemption clause [2][7] - The board of directors held a meeting on July 31, 2025, to review and approve the decision not to redeem the bonds early, citing confidence in the company's sustainable development and intrinsic value [8][9][10] Group 2 - The company issued 5 million convertible bonds with a total amount of 500 million CNY, which are set to mature in six years from July 5, 2022, to July 4, 2028 [3][4] - The initial conversion price was set at 25.36 CNY/share, which was adjusted to 25.26 CNY/share on June 4, 2024, due to share buybacks and reductions in total share capital [4] - The redemption terms state that the company can redeem the bonds at 115% of the face value after maturity or under certain conditions during the conversion period [5][6]

一、药品基本情况 申请编号：IND 176942 适应症：晚期实体瘤 证券代码：688321 证券简称：微芯生物 公告编号：2025-046 深圳微芯生物科技股份有限公司 关于 CS231295 临床试验申请获得 FDA 批准的公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述 或者重大遗漏，并对其内容的真实性、准确性和完整性依法承担法律责任。 重要内容提示： 深圳微芯生物科技股份有限公司（以下简称"公司"）的全资子公司微芯生 物科技（美国）有限公司于 7 月 31 日收到美国食品药品监督管理局（以下简称 "FDA"）签发的关于允许公司自主研发的 CS231295 开展治疗晚期实体瘤的 I 期 临床试验的通知，现将相关情况公告如下： 根据美国药品注册相关的法律法规要求，药品在获得开展临床试验的批准后， 尚需开展临床试验，并经美国 FDA（美国食品药品监督管理局）批准后方可生 产上市。考虑到创新药的临床试验周期较长且不确定性较大，须在开展一系列临 床试验并经 FDA 批准后方可上市，短期内对公司经营业绩不会有重大影响。 临床试验、审批的结果以及时间都具有一定的不确定性。考虑到研发周期长、 ...

Group 1: Clinical Trials and Approvals - Heng Rui Medicine received clinical trial approval for HRS-5041 tablets for prostate cancer treatment, a novel AR-PROTAC small molecule with potential to overcome resistance compared to second-generation AR inhibitors [1] - Microchip Biotech's CS231295 tablets received FDA approval for a Phase I clinical trial targeting advanced solid tumors, noted for its ability to penetrate the blood-brain barrier [2] - Shuyuan obtained a summary report for BDB-001 injection, showing significant clinical advantages in reducing hormone dosage for ANCA-associated vasculitis, with plans to advance to Phase III trials [5] - Huayi Pharmaceutical's HSK3486 received FDA application acceptance for marketing [12] Group 2: Financial Performance - Daodaoquan reported a 563.15% increase in net profit for the first half of 2025, with revenue of 2.792 billion yuan, driven by improved sales and reduced raw material costs [4] - China Petroleum and Chemical Corporation (Sinopec) expects a net profit of 20.1 billion to 21.6 billion yuan for the first half of 2025, reflecting a decline due to falling oil prices and market competition [6] Group 3: Shareholder Actions - Wanhua Chemical's major shareholder plans to reduce its stake by up to 0.54%, equating to no more than 17 million shares, due to personal financial needs [2] - Ding Tong Technology's controlling shareholder intends to transfer 3% of the company's shares, totaling 417.6 million shares, for similar financial reasons [7] Group 4: New Projects and Investments - Guo En Co., Ltd. announced a project to establish a new platform for PEEK and polystyrene engineering materials with an investment of 960 million yuan, enhancing competitiveness in specialty engineering plastics [8] - Shanying International plans to establish a partnership with a valuation of 2.977 billion yuan to attract long-term investors, including state-owned capital [8]

《科创板日报》7月31日讯 今日科创板晚报主要内容包括：国常会审议通过《关于深入实施"人工智能 +"行动的意见》；国家医保局支持脑机接口等新技术进入临床并收费；特斯拉将Robotaxi服务范围扩大 至加州湾区。 【热点聚焦】 简讯： 国常会审议通过《关于深入实施"人工智能+"行动的意见》 据央视新闻报道，国务院总理李强7月31日主持召开国务院常务会议，会议审议通过《关于深入实施"人 工智能+"行动的意见》。会议指出，当前人工智能技术加速迭代演进，要深入实施"人工智能+"行动， 大力推进人工智能规模化商业化应用，充分发挥我国产业体系完备、市场规模大、应用场景丰富等优 势，推动人工智能在经济社会发展各领域加快普及、深度融合，形成以创新带应用、以应用促创新的良 性循环。政府部门和国有企业要强化示范引领，通过开放场景等支持技术落地。要着力优化人工智能创 新生态，强化算力、算法和数据供给，加大政策支持力度，加强人才队伍建设，构建开源开放生态体 系，为产业发展壮大提供有力支撑。要提升安全能力水平，加快形成动态敏捷、多元协同的人工智能治 理格局。 国家发改委：推动"人工智能+"行动走深走实 推进低空经济高质量发展 国家发展 ...

今日聚焦 1、恒瑞医药：获得HRS-5041片临床试验批准通知书 恒瑞医药公告称，公司及子公司成都盛迪医药收到国家药监局核准签发的HRS-5041片《药物临床试验 批准通知书》，同意该药联合用药用于前列腺癌的临床试验。HRS-5041是公司开发的新型、高效、选 择性的AR-PROTAC(雄激素受体-蛋白降解靶向嵌合体)小分子，拟用于治疗前列腺癌。HRS-5041对野生 型及各类突变体的AR蛋白有显著的降解作用，与二代AR抑制剂相比，有克服耐药的潜力。经查询，目 前国内外暂时无同类产品获批上市。 2、万华化学：股东Prime Partner International Limited拟减持不超过0.54%公司股份 万华化学公告称，持股5%以上股东Prime Partner International Limited计划自减持计划公告之日起15个交 易日之后的3个月内，通过集中竞价及/或大宗交易方式减持不超过公司总股本0.54%的股份，即不超过 1700万股。减持原因为自身资金需求及财务计划。减持期间为2025年8月22日至2025年11月21日。减持 股份来源为非公开发行。 3、山鹰国际：拟29.77亿元设立合 ...

7月31日，微芯生物宣布，其全资子公司微芯生物科技（美国）有限公司申报的新一代透脑Aurora B选 择性抑制剂CS231295片用于治疗晚期实体瘤的临床试验申请（IND）已获得美国食品药品监督管理局 （FDA）批准。目前，全球尚无同类设计的药物进入临床试验阶段。 ...