Core Viewpoint - Junshi Biosciences (01877) experienced a significant stock increase of over 10%, attributed to the approval of clinical trial application for JT118, a dual-target recombinant protein vaccine aimed at preventing monkeypox virus infection [1] Group 1: Clinical Trial Approval - Junshi Biosciences' subsidiary, Shanghai Juntuo Biopharmaceutical Technology Co., Ltd., received the Drug Clinical Trial Approval Notification from the National Medical Products Administration for JT118 [1] - JT118 is a recombinant protein vaccine composed of monkeypox virus antigens A35 and M1, demonstrating significant protective effects in preclinical studies against both vaccinia virus and monkeypox virus in large animal models, with good safety profiles [1] Group 2: Research Recognition - Multiple research outcomes from Junshi Biosciences, including the anti-BTLA monoclonal antibody tifcemalimab and the anti-PD-1 monoclonal antibody treprilumab, have been selected for oral presentations and posters at the 2025 World Lung Cancer Conference (WCLC) scheduled for September 6-9, 2025, in Barcelona, Spain [1]

Group 1 - Junshi Bioscience (01877) shares rose over 10%, currently up 11.03% at HKD 34.22, with a trading volume of HKD 516 million [1] - The company announced that its subsidiary, Shanghai Juntao Biopharmaceutical Technology Co., Ltd., received approval from the National Medical Products Administration for the clinical trial of JT118 injection, a "dual" recombinant protein vaccine aimed at preventing monkeypox virus infection [1] - Preclinical studies indicate that JT118 shows significant protective effects against vaccinia virus/monkeypox virus infections in small animal models, with good safety profiles [1] Group 2 - The 2025 World Lung Cancer Conference (WCLC) will be held from September 6 to 9, 2025, in Barcelona, Spain [1] - Junshi Bioscience's innovative products, including anti-BTLA monoclonal antibody tifcemalimab and anti-PD-1 monoclonal antibody teriprizumab, have multiple research results selected for oral presentations and posters at the conference, showcasing the latest advancements in lung cancer research [1]

Group 1 - The core point of the article is that Junshi Biosciences announced the approval of a clinical trial application for its drug JT118 injection by the National Medical Products Administration [1] Group 2 - The approval was granted to Junshi's subsidiary, Shanghai Juntao Biopharmaceutical Technology Co., Ltd [1] - The announcement was made on the evening of September 2 [1]

Group 1: 恒瑞医药 - Company received approval for clinical trials of HRS-7172 tablets, a new anti-tumor small molecule inhibitor [1] - Subsidiary received approval for SHR-A2009, an antibody-drug conjugate targeting HER3 [1] - Company was established in April 1997, focusing on drug research, production, and sales [1] Group 2: 康德莱 - Controlling shareholder plans to transfer 5% of shares to strategic investor at a price of 10.81 yuan per share, totaling 236 million yuan [1] - Post-transfer, controlling shareholder's stake will decrease from 39.58% to 34.58% [1] - Company was established in July 1998, specializing in medical devices [2] Group 3: 中钢洛耐 - Shareholder plans to reduce holdings by up to 1% of total shares due to fund exit needs [3] - Company was established in August 2006, focusing on high-end refractory materials [3] Group 4: 瑞玛精密 - Subsidiary completed acquisition of land in Mexico for production operations, covering 52,300 square meters at a price of 3.4064 million USD [4] - Company was established in March 2012, specializing in precision metal stamping and related products [4] Group 5: 鸿博股份 - Company confirmed normal operations despite stock price fluctuations exceeding 20% over three trading days [5] - Company was established in June 1999, focusing on lottery services and high-end packaging [6] Group 6: 东芯股份 - Company completed stock trading risk investigation and resumed trading [7] - Company was established in November 2014, specializing in storage chip design and sales [7] Group 7: 凯迪股份 - Company stated that its robot products are still in development and will not generate revenue in the short term [8] - Company was established in August 1992, focusing on linear drive systems [8] Group 8: 诺唯赞 - Major shareholder plans to reduce holdings by up to 3% due to funding needs [9] - Company was established in March 2012, focusing on functional proteins and organic materials [9] Group 9: 君实生物 - Company received approval for clinical trials of JT118 injection, a "two-in-one" recombinant protein vaccine for monkeypox [10] - Company was established in December 2012, focusing on new drug research and related services [10] Group 10: 赛力斯 - Company reported August sales of 45,818 vehicles, with a 19.57% increase in new energy vehicle sales [11] - Company was established in September 2012, focusing on automotive research and sales [11] Group 11: 燕东微 - Major shareholder plans to reduce holdings by up to 1% due to management needs [13] - Company was established in October 1987, focusing on semiconductor products and services [13] Group 12: 中百集团 - Company reported cumulative litigation and arbitration amounts of approximately 262 million yuan over the past 12 months [14] - Company was established in January 1990, focusing on retail business [14] Group 13: 金开新能 - Company received 939 million yuan in renewable energy subsidies, with a 341.67% increase year-on-year [15] - Company was established in March 1997, focusing on renewable energy development and operation [15] Group 14: *ST天茂 - Company plans to terminate stock listing and initiate cash option mechanism for shareholders [16] - Company was established in November 1993, focusing on various insurance services [16] Group 15: 宁德时代 - Company repurchased 8.69 million A-shares for a total of 2.131 billion yuan [17] - Company was established in December 2011, focusing on battery research and production [17] Group 16: 山西高速 - Controlling shareholder plans to increase holdings by 30 to 60 million yuan [18] - Company was established in February 1996, focusing on highway management [18] Group 17: 青岛银行 - Major shareholder plans to increase holdings by 233 to 291 million shares [19] - Company was established in November 1996, focusing on banking services [19] Group 18: 格力电器 - Major shareholder completed share increase of 46.38 million shares for 2.099 billion yuan [20] - Company was established in December 1989, focusing on air conditioning production and sales [20] Group 19: 中国石油 - Company plans to transfer 541 million A-shares to China Mobile Group to enhance strategic cooperation [21] - Company was established in November 1999, focusing on oil and gas exploration and production [21] Group 20: 镇洋发展 - Company announced a merger plan with Zhejiang Huhangyong Highway Co., with a share exchange ratio of 1:1.08 [22] - Company was established in December 2004, focusing on chemical products [22]

Group 1: Central Bank and Policy Updates - The central bank reported a net liquidity injection of 300 billion yuan through Medium-term Lending Facility (MLF) in August, while 160.8 billion yuan was withdrawn via Pledged Supplementary Lending (PSL) [1] - A new tax policy was announced to support the transfer of state-owned equity and cash income to the social security fund, including exemptions from VAT and corporate income tax for the receiving entities [1] Group 2: Market Activity and Trends - In August, A-share new account openings reached 2.65 million, a year-on-year increase of 165.21%, significantly surpassing the previous year's figures [2] - The stock of Dongxin Co. will resume trading on September 3 after completing a review due to unusual trading fluctuations [3] - Kedi Co. announced that its robotics business is still in the development stage and has not yet generated revenue [4] Group 3: Company-Specific News - Zhejiang Rongtai responded to rumors regarding Tesla's optimistic production guidance for robots, stating they cannot confirm the accuracy of the information [5] - China National Petroleum Corporation plans to transfer 541 million shares (0.30% of total shares) to China Mobile Group, which will not change the controlling shareholder [6] - BeiGene highlighted the uncertainties in drug development due to the lengthy and costly nature of the biopharmaceutical industry [6] - Heng Rui Medicine received approval for clinical trials of its new anti-tumor drug HRS-7172 [7] - Daoshi Technology announced a $30 million investment in Brain Family Inc. for brain-computer interface technology [8] - Qingdao Bank's major shareholder plans to increase its stake by acquiring 233 million to 291 million shares [8] - Tianpu Co. warned of potential stock suspension if prices continue to rise abnormally [9] - Sailyus reported a 19.57% year-on-year increase in new energy vehicle sales for August [11] - CATL has repurchased 8.69 million shares for a total of 2.131 billion yuan [11] - Zhenyang Development is planning a share swap merger with Zhejiang Huhangyong, with a swap ratio of 1:1.08 [11] - Jingu Co. has developed structural components for intelligent robots using advanced materials, with plans for mass production [12] - Junshi Biosciences received approval for clinical trials of its JT118 injection, a vaccine for monkeypox [12]

早 报 精 选 4、宇树科技：将在四季度提交IPO申请。 5、东芯股份：核查工作已完成，股票将于9月3日复牌。 宏 观 新 闻 1、 外交部发言人郭嘉昆昨日表示，为进一步便利中外人员往来，中方决定扩大免签国家范围，自2025年9月15日至2026年9月14 日，对俄罗斯持普通护照人员试行免签政策。 2、财政部、税务总局发布关于划转充实社保基金国有股权及现金收益运作管理税收政策的通知。其中提到，对承接主体在运用划转 的国有股权和现金收益投资过程中，贷款服务取得的全部利息及利息性质的收入和金融商品转让收入，免征增值税；将转让划转的国 有股权及现金收益投资取得的收入，作为企业所得税不征税收入。 7、农业农村部党组书记、部长韩俊9月2日主持召开部党组会。会议强调，要大力支持西藏特色农牧业发展，聚焦青稞、牦牛、藏香 猪等特色产业，加快补上产品加工、冷链物流、品牌营销等短板。 3、央行公布8月各项工具流动性投放情况，中央银行贷款方面，中期借贷便利净投放3000亿元，抵押补充贷款净回笼1608亿元；公 开市场业务方面买断式逆回购净投放3000亿元，未进行公开市场国债买卖。 行 业 新 闻 1、 2025年8月A股新开户26 ...

Market Overview - The market experienced fluctuations with the ChiNext index leading the decline, while the total trading volume in the Shanghai and Shenzhen markets reached 2.87 trillion yuan, an increase of 125 billion yuan compared to the previous trading day [1] - Over 4,000 stocks in the market saw declines, with sectors such as banking, precious metals, robotics, and oil showing the most significant gains [1] Industry News - The "High-Quality Standard System Construction Plan for Industrial Mother Machines" was officially issued by two departments, leading to a surge in the industrial mother machine concept stocks, with companies like Hengjin Induction, Huadong CNC, and Bojie Shares hitting the daily limit [1] - The robotics sector also experienced a boost from this news, with Zhejiang Rongtai reaching a historical high and other companies like Top Group, Longxi Shares, and Qin Chuan Machine Tool also hitting the daily limit [1] Company Updates - Kedi Shares announced that its robotics-related business is still in the development stage and will not generate revenue in the short term, which is not expected to significantly impact the company's performance [2] - Seres reported that its August new energy vehicle production reached 43,069 units, a year-on-year increase of 19.38%, while sales were 43,262 units, up 19.57% year-on-year [3] - Junshi Biosciences received approval for clinical trials of its JT118 injection, a "two-in-one" recombinant protein vaccine aimed at preventing monkeypox virus infection, marking a significant development as no such vaccine has been approved in China yet [4]

Major Events - Dongxin Co., Ltd. completed its verification work and will resume trading on September 3 after being suspended due to abnormal stock price fluctuations [4] - Tianpu Co., Ltd. may apply for a trading suspension if its stock price continues to rise abnormally, as it has experienced a cumulative increase of 100% over eight consecutive trading days [5] - Shangwei New Materials has seen its stock price rise by 1154.5% from July 9 to September 2, indicating a significant deviation from its fundamental performance [7] - Yinglian Co., Ltd. is in the early stages of planning a capital increase for its wholly-owned subsidiary, with no formal agreements signed yet [8] - Kexing Pharmaceutical has completed the first patient enrollment for the Phase II clinical study of its GB08 injection, a long-acting growth hormone [9] - WuXi AppTec plans to transfer 98.9% of its subsidiary's shares to a newly established wholly-owned subsidiary for organizational optimization [10] - Zhonglai Co., Ltd. announced the resignation of its chairman due to age reasons, with no shares held by him at the time of resignation [11] - Zhaoxin Co., Ltd. reported no significant changes in its internal and external operating environment [12] - Kuangda Technology is planning a change of control, leading to a continued suspension of its stock [14] - DiAo Micro announced the launch of its eUSB repeater product, filling a domestic gap and supporting its entry into the USB4.0 market [15] - Jinbei Automotive plans to invest 240 million yuan in an automotive industry investment fund focusing on electrification and intelligentization [16] - Junshi Biosciences received approval for clinical trials of its JT118 injection, a vaccine aimed at preventing monkeypox virus infection [17] - Kaidi Co., Ltd. reported that its robotics business is still in the development stage and has not yet generated revenue [18] - China Ping An plans to cancel 103 million A-shares, reducing its total share capital [19] - China National Petroleum Corporation intends to transfer 541 million A-shares to China Mobile Group to deepen strategic cooperation [20] Performance Overview - Seres reported a 19.57% year-on-year increase in new energy vehicle sales in August, with production reaching 43,069 units [21] - Qianli Technology's total vehicle sales in August increased by 168.55% year-on-year, although new energy vehicle sales decreased by 15.93% [22] - Guangzhou Port expects a 1.2% year-on-year increase in container throughput for August, with total cargo throughput also projected to rise [23] Shareholding Changes - Nuowei Zhan's shareholder, Guoshou Chengda, plans to reduce its stake by up to 3% due to funding needs [24][25] Buybacks - CATL has repurchased 8.69 million A-shares, accounting for 0.1973% of its total A-share capital, with a total transaction amount of 2.131 billion yuan [26] Financing Activities - Fulai New Materials plans to raise no more than 710 million yuan through a private placement to fund expansion projects [27] Strategic Partnerships - Pairui Co., Ltd. signed a strategic cooperation agreement with Xi'an Power Electronics Research Institute to jointly develop power devices [28] - Youxunda is a candidate for a tender project with China Southern Power Grid, with a pre-bid amount of approximately 161 million yuan [29]

Core Viewpoint - The company has received approval for clinical trials of its recombinant protein vaccine JT118, aimed at preventing monkeypox virus infection, marking a significant step in its vaccine development efforts [1][2]. Group 1: Clinical Trial Approval - The company's subsidiary, Shanghai JunTuo Biopharmaceutical Technology Co., Ltd., has obtained the clinical trial approval notice from the National Medical Products Administration for JT118 [1]. - JT118 is a "two-in-one" recombinant protein vaccine composed of monkeypox virus antigens A35 and M1, designed to enhance immune response [1]. Group 2: Vaccine Development and Research - Preclinical studies indicate that JT118 can generate high levels of neutralizing antibodies and activate cellular immunity in animal models, demonstrating significant protective effects against monkeypox virus infection [1]. - The company has formed collaborations with several prestigious institutions, including Peking University and the Chinese Academy of Microbiology, to jointly develop the monkeypox recombinant protein vaccine [2]. - As of the announcement date, no vaccines for preventing monkeypox virus infection have been approved for market release in China [2].

Core Viewpoint - Junshi Biosciences (01877) announced that its subsidiary, Shanghai Juntao Biopharmaceutical Technology Co., Ltd., has received approval from the National Medical Products Administration for the clinical trial application of JT118 injection, a recombinant protein vaccine aimed at preventing monkeypox virus infection [1] Group 1: Product Details - JT118 is a "two-in-one" recombinant protein vaccine composed of monkeypox virus antigens A35 (extracellular membrane virus antigen) and M1 (intracellular mature virus antigen) [1] - The vaccine retains the epitope structures of both natural antigens A35 and M1 while significantly increasing molecular weight through multi-antigen fusion, which enhances immune activation [1] Group 2: Clinical Research Findings - Preclinical studies indicate that JT118 can generate high levels of binding antibodies, vaccinia virus/monkeypox virus neutralizing antibodies, and cellular immune activation in both small and large animal models [1] - The vaccine demonstrates significant protective effects against vaccinia virus/monkeypox virus infections in animal models, with good safety profiles [1]