12月3日，港股集体低开，恒生指数跌0.44%报25980.89点，恒生科技指数跌0.51%报5595.53点，国企指 数跌0.55%报9132.53点，红筹指数跌0.24%报4267.46点。 盘面上，大型科技股多数走低，阿里巴巴跌0.76%，腾讯控股跌0.16%，京东集团跌0.34%，网易跌 1.52%，快手跌1.38%，哔哩哔哩跌1.08%。汽车股继续分化，蔚来汽车、小鹏汽车继续走低，濠赌股、 食品饮料股、三桶油普跌。另外，核电股、建材水泥股、新消费概念股多数上涨，此外，新股金岩高岭 新材高开超27%。 复宏汉霖(02696.HK)：地舒单抗生物类似药HLX14的上市注册申请获国家药品监督管理局受理。2024年 度，同类产品于全球范围内的销售额约为74.63亿美元。 企业新闻 德琪医药-B(06996.HK)：ATG-022联合KEYTRUDA®(帕博利珠单抗)±化疗的IB/II期研究于中国获授予 IND批准。 加科思-B(01167.HK)：订立的增资协议及股权转让协议，已收到海松资本支付的人民币1.25亿元的首付 款。将为集团后续创新肿瘤疗法管线研发的推进提供助力。 金辉集团(00137.HK)：附 ...

Group 1: Federal Reserve Leadership and Economic Outlook - President Trump has named Kevin Hassett as a potential candidate for the next Federal Reserve Chair, with plans to announce the selection in early 2026, increasing speculation about the Fed's future leadership [1] - According to CME's FedWatch tool, there is an 89.2% probability of a 25 basis point rate cut in December, and a 66.6% probability of a cumulative 25 basis point cut by January 2024 [1] - The OECD predicts that developed economies will end their current rate-cutting cycle by the end of 2026, indicating limited policy easing space for major central banks despite potential economic slowdowns [1] Group 2: Stock Market Performance - U.S. stock markets saw gains, with the Dow Jones Industrial Average rising by 185.13 points to 47,474.46, a 0.39% increase, and the S&P 500 up by 16.74 points to 6,829.37, a 0.25% increase [2] - Apple shares rose over 1%, marking a seventh consecutive day of gains and reaching a new all-time high [2] - Chinese concept stocks mostly declined, with the Nasdaq Golden Dragon China Index falling by 0.65% [2] Group 3: Economic Growth Forecasts - The OECD has raised its 2025 economic growth forecast for China to 5%, up from a previous estimate of 4.9% [3] - Global economic growth is projected at 3.2% for 2025 and 2.9% for 2026, remaining unchanged from prior forecasts [3] Group 4: Semiconductor Market Insights - Morgan Stanley forecasts that the humanoid robot semiconductor market will reach $305 billion by 2045, with demand expected to grow by approximately 15% from 2025 to 2030, followed by a 40% increase thereafter [4] Group 5: Strategic Partnerships and Collaborations - EVE Energy has signed a comprehensive strategic cooperation agreement with China Gas, focusing on energy storage technology innovation and the large-scale application of clean energy [8] - Sunny Optical Technology is the exclusive supplier of camera lenses and main camera telephoto modules for the Doubao mobile assistant engineering prototype [6] Group 6: New Product Launches and Approvals - Xpeng Motors and Huawei jointly launched the next-generation DriveONE range extender generator, achieving a power density of 1.88 kW/kg and an industry-leading efficiency of ≥92% [5] - Daqi Pharmaceutical has received IND approval for its ATG-022 combined with KEYTRUDA® and chemotherapy in China [9] Group 7: Corporate Acquisitions and Stock Movements - JD.com has acquired approximately 59.8% of Ceconomy’s equity and voting rights, with total holdings expected to reach 85.2% after the transaction [10] - Black Sesame Intelligence plans to invest approximately RMB 400 million to 550 million to acquire a majority stake in Zhuhai Yizhi Electronics Technology [14]

智通财经APP讯，德琪医药-B(06996)发布公告，中国国家药品监督管理局(国家药监局)已批准用于评估 ATG-022(CLDN18.2抗体药物偶联物ADC)联 合 MSD (Merck & Co., Inc., Rahway, NJ, USA)的抗PD 1疗法 KEYTRUDA®(帕博利珠单抗)以及ATG-022联合帕博利珠单抗及化疗的Ib/II期CLINCH-2研究的研究性 新药(IND)申请。 ...

格隆汇12月2日丨德琪医药-B(06996.HK)宣布，中国国家药品监督管理局(国家药监局)已批准用于评估 ATG-022(CLDN18.2抗体药物偶联物ADC)联合MSD (Merck & Co., Inc., Rahway,NJ, USA)的抗PD 1疗法 KEYTRUDA®(帕博利珠单抗)以及ATG-022联合帕博利珠单抗及化疗的Ib/II期CLINCH-2研究的研究性 新药(IND)申请。 ...