Company Overview - Gyre Therapeutics is a biopharmaceutical company focused on advancing fibrosis-first therapies across various organ systems affected by chronic diseases [1][6] - The company is headquartered in San Diego, CA, and is primarily engaged in the development and commercialization of Hydronidone for liver fibrosis, including metabolic dysfunction-associated steatohepatitis (MASH) [6] Clinical Development - Gyre has successfully dosed the first volunteer in a Phase 1 clinical trial for F230, a novel endothelin A receptor antagonist aimed at treating pulmonary arterial hypertension (PAH) [1][4] - The Phase 1 trial is designed to evaluate the safety, tolerability, and pharmacokinetics of F230 in healthy volunteers [4] - F230 is a fully synthetic small molecule that selectively blocks the ETA receptor, intended to reduce pulmonary vascular remodeling and lower pulmonary pressure, which are critical factors in PAH progression [3] Market Potential - Gyre's entry into the PAH field is significant due to the condition's rarity, progressive nature, and high mortality rate, with limited treatment options available [2] - The PAH market in China was valued at $370 million in 2023 and is projected to grow to $480 million by 2031, highlighting the commercial potential for Gyre's F230 [2] Pipeline and Future Plans - F230 joins Gyre's pipeline alongside its lead candidate Hydronidone (F351), which has met the primary endpoint in a pivotal Phase 3 trial for chronic hepatitis B (CHB)-induced liver fibrosis [5] - A New Drug Application (NDA) submission for F351 to China's National Medical Products Administration (NMPA) is planned for the third quarter of 2025 [5] - Gyre is also planning a pre-IND meeting with the U.S. Food and Drug Administration for an expected Phase 2 trial in MASH fibrosis [5]

Core Viewpoint - Gyre Therapeutics has successfully completed a public offering of 2,555,555 shares at a price of $9.00 per share, raising approximately $23.0 million in gross proceeds to advance its clinical trials and operations [1][3]. Group 1: Offering Details - The public offering included the full exercise of an option by underwriters to purchase an additional 333,333 shares [1]. - Jefferies acted as the lead book-running manager, while H.C. Wainwright & Co. served as co-manager for the offering [2]. Group 2: Use of Proceeds - The net proceeds from the offering will be utilized to advance Gyre's Phase 2 clinical trial of F351 for MASH-associated liver fibrosis, along with funding for research and development, manufacturing scale-up, and general corporate purposes [3]. Group 3: Company Overview - Gyre Therapeutics is focused on developing and commercializing therapies for liver fibrosis, particularly targeting MASH in the U.S. market [6]. - The company leverages its experience in mechanistic studies and clinical trials related to liver fibrosis [6].

Core Viewpoint - Gyre Therapeutics has initiated an underwritten public offering of its common stock to fund its clinical trials and operational needs [1][2]. Group 1: Offering Details - Gyre is granting underwriters a 30-day option to purchase additional shares at the public offering price, subject to market conditions [1]. - The offering is made under a shelf registration statement effective since November 22, 2024, and will be conducted via a prospectus [4]. Group 2: Use of Proceeds - The net proceeds from the offering will be used to advance Gyre's Phase 2 clinical trial of F351 for MASH-associated liver fibrosis, along with funding for research, development, manufacturing, and general corporate purposes [2]. Group 3: Management of the Offering - Jefferies is the lead book-running manager for the offering, with H.C. Wainwright & Co. serving as co-manager [3]. Group 4: Company Overview - Gyre Therapeutics is focused on developing and commercializing treatments for liver fibrosis, including MASH, and has a pipeline that includes various therapeutic programs in the U.S. and China [6].

关注公众号，点击公众号主页右上角" ··· "，设置星标 "⭐" ，关注 鑫椤锂电 资讯~ 本文来源： #鑫椤锂电 动力电池取决于配套车的产品竞争力；储能电池当前还是在于卷成本，卷渠道；商用车作为生产力工具， 核心在于盈利，比油车更高的回报率，及全生命周期的碳排放。当前陷入极致内卷的物流行业， "经济 性"是拉开差距的关键。 5 月 18 日， 宁德时代 旗下换电业务公司时代骐骥在山西大同举办了新一代重卡换电生态发布活动 ； 到 2030 年之前，建设一张 " 八横十纵 " ，全长 15 万公里的全国换电绿网，组成 16 大城市群换电网络。 这一换电网络覆盖 80% 的重卡运输干线网络。 宁德时代 3 月底与中石化达成战略合作，计划 2025 年内把 500 座加油站共同升级为综合能源站，未来 目标是 10000 座。 换电网络的布局，必然带来重资产的投资，需要金融机构持续的扶持，作为能源搬运 工角色，也只有宁德时代能布这个网，换电站也将会是储能站，带动更高的投资回报率。电池资产，换电 网络，能大幅度减少对外能源的依赖，保障国家能源安全。 宁德时代 推出了换电重卡的标准电池包 75# 电池。 7 5# 电池 ...

关注公众号，点击公众号主页右上角" ··· "，设置星标 "⭐" ，关注 鑫椤锂电 资讯~ 本文来源： #鑫椤锂电 动力电池取决于配套车的产品竞争力；储能电池当前还是在于卷成本，卷渠道；商用车作为生产力工具， 核心在于盈利，比油车更高的回报率，及全生命周期的碳排放。当前陷入极致内卷的物流行业， "经济 性"是拉开差距的关键。 换电重卡的模式闭环，来自于换电重卡的经济性改善 ；经济账能算明白，战略就容易成功； 骐骥底盘换 电的重卡，已经实现了 " 电比油低 " 、 " 电气同价 " ，即将实现 " 电比气低 " 。按照一辆重卡全年跑 10 万公里来计算，采用骐骥底盘换电的重卡，单公里比油车节省 0.62 元，一年就多挣 6 万。即使跟 LNG 比，单公里节省 0.2 元，一年就多挣 2 万，而且电价稳定，不会受到气价波动的困扰 ， 而且战争 总会结束，电价优势会更明显。 随着电池成本的下降，循环次数的提升， 结合车电分离模式、共享化、梯级利用等模式，重卡用户还能轻 资产运营，电池价值也能得到充分挖掘。 当前重卡新能源渗透率 10% ； 宁德时代预测未来三年重卡新 能源渗透率将突破 50% 。 如果通过标准电池包 ...

6月会议预告 2025高工钠电 产业峰会 主办单位： 高工钠电、高工产业研究院（GGII） 总冠名： 众钠能源 会议时间： 6月9日 会议地点： 苏州香格里拉大酒店（苏州虎丘区塔园路168号） 2025高工固态电池 技术与应用峰会 主办单位： 高工锂电、高工储能、高工产业研究院（GGII） 总冠名： 利元亨 会议时间： 6月10日 会议地点： 苏州香格里拉大酒店（苏州虎丘区塔园路168号） 在 新能源 汽车 领域 ， 关于 补能路线 的 竞争 ， 正以前所未有的激烈程度展开。 兆瓦级超充 技术兴起，对换电模式构成挑战 ， 而宁德时代动作频频，先后在乘用车、商用车领域加码换电。 根据规划，宁德时代的远期目标是 在 2030 年建成覆盖全国约 15 万公里主要高速及省道干线的 " 八纵十横 " 换电网络 ，该网络预计将服务全国约 80% 的重卡运力。 当前，商用车电动化已跨越 20% 这一关键渗透率节点，正进入高速增长期。基于其对重卡换电市 场的上述布局策略， 宁德时代预判，未来三年中国重卡市场的新能源渗透率将迅速提升至 50% 。 5 月 18 日， 宁德时代发布 以 "75 号重卡标准换电块 " 为核心的 新 ...

Core Insights - EVE Energy held its first Commercial Vehicle Battery Technology Day and launched eight new open-source battery products to meet the growing demand in the commercial vehicle sector [2][3][4][6] Industry Trends - The penetration rate of new energy commercial vehicles in China has reached 20%, entering a phase of rapid growth, with new energy VANs exceeding 40% penetration [2] - The electric engineering machinery market is expected to exceed 80 GWh by 2030, becoming the third growth driver after passenger and commercial vehicles [2] - The export of Chinese commercial vehicles is anticipated to experience a new growth curve [2] Product Launches - EVE Energy introduced the LF125P-41.86 kWh battery for the micro-van market, capable of charging from 20% to 80% SOC in just 18 minutes [2] - The LM254-160 kWh battery for light trucks supports a range of 400 kilometers and maintains 85% energy efficiency at -20°C [3] - Four heavy-duty truck batteries were launched, including the LF230P-453 kWh, which can charge from 10% to 80% SOC in 18 minutes and is expected to generate an annual operational revenue increase of 50,000 yuan for users [3] - The LF420-563 kWh battery features a height reduction of 600 mm while maintaining similar weight to the 423 kWh battery, catering to short-haul transport needs [4] - The LF324S-43.8 kWh battery for buses offers a 10-year warranty and a system energy density of 170 Wh/kg [6] - The LF628-350 kWh battery for engineering machinery supports high integration and quick assembly [6] Technological Advancements - EVE Energy upgraded its LMX chemical material system, achieving a 15% increase in range and reducing charging time in low temperatures from 60 minutes to 40 minutes [6] - The overall system design has reduced the number of components by 50% while increasing system energy by 25% [6] - A cloud platform has been established for remote monitoring and analysis of battery packs, enabling early fault warnings [6]

2025年5月9日，亿纬锂能首届商用车电池科技日暨开源电池新品发布会正式开幕召开。这次发布会，亿 纬锂能带来了第三代开源电池。 开源电池是亿纬锂能于2024年5月9日正式推出的行业首个全场景商用化电池品牌。不同于乘用车的消费 美学和情绪价值，亿纬锂能打造开源电池更契合商用车用户注重的营运能力和盈利价值，旨在为用户广 开财源，盈利增收。 如今，商用车市场正在进入电动化加速期，作为最早的商用车电池研发及制造企业之一，亿纬锂能当然 要抓住需求。在本次发布会上，亿纬锂能也带来了8款开源电池王牌产品，以全场景解决方案，满足从 物流车的微面、轻卡到重卡的短倒、干线再到客车和工程机械的全场景工况需求。 第一款产品是针对城市物流配送占比高达93%的微面市场，亿纬锂能推出LF125P-41.86kWh标准化电池 产品。这一产品通过采用2C恒流直充架构，可全程稳定输出250A最大充电电流，实现SOC 20%-80%补 能仅需18分钟，而且能提供8年60万公里的超长质保。 第二款产品是针对物流车的轻卡市场，亿纬锂能推出了LM254-160kWh电池，采用同级最大中置大单包 方案，支持400公里续航且无惧低温环境。得益于LMX材料体 ...

6月会议预告 2025高工钠电 产业峰会 主办单位： 高工钠电、高工产业研究院（GGII） 总冠名： 众钠能源 会议时间： 6月9日 会议地点： 苏州香格里拉大酒店（苏州虎丘区塔园路168号） 2025高工固态电池 技术与应用峰会 主办单位： 高工锂电、高工储能、高工产业研究院（GGII） 总冠名： 利元亨 会议时间： 6月10日 会议地点： 苏州香格里拉大酒店（苏州虎丘区塔园路168号） 中国新能源商用车渗透率已攀升至 20% ，标志着市场正式迈入高速增长阶段，这正是技术迭代与 场景创新所带来的重要发展机遇。 2025 年 5 月 9 日 ， 亿纬锂能于在广东惠州举行了其首届商用车电池科技日活动。 在 新能源商用车高速增长的背景 下， 亿纬锂能 推出 了 8 款针对全场景应用的 " 开源电池 " 系 列产品， 覆盖从物流微面、轻卡到重型卡车，乃至客车与工程机械等多个 细分 领域， 致力于从 " 更快补能、更轻重量、更长寿命、更优成本 " 四个维度支持 商用车 行业发展。 同时，活动中亿纬锂能还宣布了与海螺创业达成战略合作，展现其拓展产业生态、共谋发展的 决 心与 策略。 商用车电动化 进入拐点，细分 场景 ...