Key takeaways from monthly investor day and our latest view on Huaqin ▲ Key takeaways from Huaqin's monthly investor day on July 23 include: 1) H20-based AI server shipments to resume at the earliest in September, 2) unchanged schedule for new NVDA platform AI server delivery; 3) robust momentum for general servers and switches, featuring greater share expansion upside in the following years; 4) strong earnings growth in 2Q25 driven by both AI and non-AI (smartphones, PCs, wearables and tablets) business; a ...

作为全球日生产速度最快的桌面式Tb级测序仪，T1+凭借快速、高通量的优势，针对低载量、型别多样 的病毒阳性样本，无需培养直接进行宏基因组测序均可获得完整全长。T1+也是全球首款可在24小时内 产出Tb级别数据的桌面式测序仪，具备24小时Tb级数据产出、一键自动化操作等优势，集成DNB制备 与生信分析模块，实现"测序—分析一体化"全流程闭环，可在24小时内一键完成DNA文库的PE150测序 任务，完成SE50测序最多只需7小时。 T1+针对病原微生物的自动化交付全流程方案能够为传染性疾病防控提供强有力的工具支撑，从样本提 取、文库制备，再到结合DNB制备分lane加载系统，最终完成测序并在测序仪内自动生成生信分析报 告，全程自动化解放双手，可全面满足公共卫生领域对"精准、快速、简易"的核心需求。 目前，多地海关正应用CycloneSEQ平台开展基孔肯雅病毒全基因组测序，从源头管控输入性病例。数 据显示，采用CycloneSEQ平台G100-ER进行测序，其测序结果覆盖度可达100%，与采用DNBSEQ平台 测序结果完全一致。凭借纳米孔测序技术实时快速的优势，CycloneSEQ测序平台可对海关入境时在流 行态下 ...

Core Insights - The article discusses the Nature-based Solutions (NbS) summer school organized by Huatai Public Welfare Foundation in collaboration with various organizations, aimed at promoting global standards and practices in ecological protection and restoration [1][2][4] Group 1: Event Overview - The NbS summer school took place from June 23 to July 2, featuring participants from 18 countries, including government officials, researchers, and NGOs [1] - The event included lectures on NbS core theories, cutting-edge technologies, innovative financing, and local applications, along with field visits in Shanghai, Zhejiang, and Anhui [1] Group 2: Organizational Contributions - Huatai Public Welfare Foundation has been active in ecological protection through projects like "One Yangtze" for seven years, focusing on scientific research, community actions, and youth education in sustainable development [2] - The foundation aims to influence more social forces to support biodiversity mainstreaming and guide companies in green transformation through ESG initiatives [2][6] Group 3: Leadership and Future Goals - The summer school is the first international environmental talent training project supported by Huatai Public Welfare Foundation, aiming to cultivate global vision and local practice capabilities among young environmental leaders [6] - The foundation plans to create more platforms for domestic and international environmental talents to collaborate and address global ecological challenges [6]

撰文丨王聪 编辑丨王多鱼 排版丨水成文 再生 （ Regeneration ） ，是一种看 似有益的特性，在某些动物谱系中得以良好维持 （例如 壁虎断尾重 生，蝾螈大脑自愈 ） ，但在许多其他谱系中却在进化和物种形成过程中丧失了。 对于再生能力有限的人类、小鼠等高等哺乳动物而言，尚未实现对其器官再生能力的完全恢复，这主要是 由于对于再生失败与基因组中遗传变化之间的关联了解有限。了解动物进化过程中导致再生能力丧失或获 得的情况，将为再生医学带来新的启示。 2025 年 6 月 27 日， 北京生命科学研究所联合北京华大生命科学研究院，在国际顶尖学术期刊 Science 上发表了题为 ： Reactivation of mammalian regeneration by turning on an evolutionarily disabled genetic switch 的研究论文。 该研究基于华大自主研发的时空组学技术 Stereo-seq 和高通量测序平台 DNBSEQ-T10， 首次发现 Aldh1a2 基因的表达不足导致的 视黄酸 （RA） 合成不足是高等哺乳动物小鼠耳廓再生失败的核心机制。 在激活该 ...

Group 1 - The core viewpoint of the article highlights the performance of the pharmaceutical theme funds, which have shown a significant increase of 3.75%, while stock index funds have experienced a slight decline. The article also notes a continued outflow of funds from stock ETFs, totaling 154.20 billion yuan, with a noticeable outflow from large-cap broad-based ETFs [4]. Group 2 - In the oil and petrochemical sector, OPEC+ increased production by 180,000 barrels per day in May, which is below the planned increase of 410,000 barrels per day. The geopolitical conflicts have led to fluctuations in oil prices, with expectations of further increases due to uncertainties in the geopolitical landscape [5]. Group 3 - The transportation sector is seeing a rise in VLCC freight rates due to escalating geopolitical risks in the Middle East. The conflict between Iran and Israel is expected to increase the risks associated with oil transportation and may lead to a rise in compliant oil transportation demand [6]. Group 4 - In the biopharmaceutical industry, there is an acceleration in the application of AI technology and product innovation. Recent developments include the launch of AI medical models and solutions by various companies, indicating a growing trend in AI applications within the healthcare sector [8]. Group 5 - 澜起科技 (Lianqi Technology) is positioned to benefit from the AI wave, with significant growth potential as the penetration rate of DDR5 memory in the downstream market continues to rise. The company maintains a leading position in the memory interface chip industry and is a key player in setting international standards for DDR5 RCD chips [8].

点击注册小程序 查看完整报告 特别申明： 本周观点：AI技术落地与产品创新呈现加速态势，建议关注AI医疗相关标的 近期，在AI制药领域，有多项成果和合作加速落地。6月3日，AI制药公司英矽智能的在研药Rentosertib有了新 突破，Rentosertib的IIa期临床研究结果被刊登于全球顶尖学术期刊《自然?医学》（Nature Medicine），其靶点 识别和分子设计均由英矽智能的生成式AI平台Pharma.AI驱动，Rentosertib成为目前全世界进展最快的AI药 物。6月13日，石药集团（1093.HK）宣布，公司与AstraZeneca签订战略研发合作协议，利用本集团公司的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。预期未来将有更多的中国药企通过 AI平台授权参与全球创新，推动产业链向技术驱动转型。AI制药有望成为创新药国际化的重要引擎。 此外，AI在医疗大模型、医学影像、医学检验等领域也有技术和产品的加速落地。如联影医疗推出的"元智"医 疗大模型，迈瑞医疗发布"瑞影AI+"解决方案，华大智造推出的融合一系列AI工具的全新的自发光半导体测序 仪——DNBSEQ-E2 ...

Investment Rating - The report maintains an "Overweight" rating for the pharmaceutical and biotechnology sector [6]. Core Viewpoints - The report highlights the acceleration of AI technology implementation and product innovation in the pharmaceutical sector, particularly in AI-driven medical applications. It suggests focusing on AI-related medical stocks [2][3]. - Recent advancements in AI drug development, such as the breakthrough of Rentosertib by Insilico Medicine, are noted, with expectations for more Chinese pharmaceutical companies to engage in global innovation through AI platforms [2][3]. - The report emphasizes the importance of payment perspectives in investment strategies, identifying three key payment channels: hospital payments, out-of-pocket payments, and overseas payments, with specific recommendations for companies like 恒瑞医药 (Hengrui Medicine), 迈瑞医疗 (Mindray), and 联影医疗 (United Imaging) [3][24]. Summary by Sections Market Review - The pharmaceutical and biotechnology index rose by 1.40%, outperforming the CSI 300 index by 1.66 percentage points and the ChiNext index by 1.28 percentage points, ranking 5th among 31 sub-industries [1][17]. - The Hong Kong Hang Seng Healthcare Index increased by 8.84%, surpassing the Hang Seng Index by 8.55 percentage points [1][17]. Company Announcements - Recent clinical application updates include 百济神州 (BeiGene) and 康方生物 (CanSino Biologics) with new IND applications, and ongoing clinical trials for several drugs from 三生国健 (3SBio) and 正大天晴 (Zhengda Tianqing) [28]. R&D Progress - Notable advancements in clinical trials include the initiation of new applications for drugs by 恒瑞医药 (Hengrui Medicine) and ongoing phases for various drugs from 三生国健 (3SBio) and 诺诚健华 (Innovent Biologics) [28][29]. Financial Forecasts and Valuations - Key company forecasts include: - 恒瑞医药 (Hengrui Medicine): EPS forecasted at 1.07 CNY for 2025, with a PE ratio of 51, rated as "Accumulate" [5]. - 鱼跃医疗 (Yuyue Medical): EPS forecasted at 2.32 CNY for 2025, with a PE ratio of 15, rated as "Buy" [5]. - 迈瑞医疗 (Mindray): EPS forecasted at 10.62 CNY for 2025, with a PE ratio of 22, rated as "Buy" [5]. - 联影医疗 (United Imaging): EPS forecasted at 2.39 CNY for 2025, with a PE ratio of 54, rated as "Buy" [5]. Investment Strategy - The report suggests a structural selection of investment opportunities based on payment willingness and ability, focusing on areas such as hospital policy support, expanding public demand, and increasing overseas market cycles [24].

Financement de la protection sociale au Sénégal Le rôle de la fiscalité générale, des cotisations sociales et de la contribution du secteur informel Financement de la protection sociale au Sénégal Le rôle de la fiscalité générale, des cotisations sociales et de la contribution du secteur informel Financement de la protection sociale au Sénégal LE RÔLE DE LA FISCALITÉ GÉNÉRALE, DES COTISATIONS SOCIALES ET DE LA CONTRIBUTION DU SECTEUR INFORMEL Cet ouvrage est publié sous la responsabilité du Secrétaire génér ...

AI大潮袭来，唯有学习方能不被淘汰。 全新升级版 的 AI学习资料包 免费下载：《 AI资料包 升级版新增厦大湖南大学等》 特别提示 微信机制调整，点击顶部"仪器信息网" → 右上方"…" → 设为 ★ 星标，否则很可能无法看到我 们的推送。 近 日 ， 中 国 科 研 团 队 在 中 国 空 间 站 天 宫 空 间 站 首 次 发 现 并 鉴 定 了 一 个 微 生 物 新 物 种 ， 命 名 为"天宫尼尔菌"。该研究用上我国自主研发的华大智造DNBSEQ-T7测序平台，通过多学科 手段确认新物种。华大智造DNBSEQ-T7测序仪超强，适用于多个领域。这项研究是中国空间 站居留舱微生物监测任务的一部分，样本采集于2023年5月。该菌株有独特特性，研究团队发 现其在多个方面存在差异和突变。总体表明发现于中国空间站的菌株是尼尔菌属中的新物种。 领取方式：关注本号，后台回复"324"无门槛免费领取。 | 版 权 ： 本 文 部 分 素 材 源 自 网 络 ， 版 权 归 原 作 者 所 有 ， 观 点 代 表 作 者 本 人 ， 不 代 表 本 号 立 场 微 信 阅 读 顺 序 改 版 了 ~ 请 帮 小 编 ...

3.2亿年前，当脊椎动物离开水域来到陆地生活时，它们面对的是全新的挑战：如何适应陆地环 境，如何在陆地上找到食物、躲避危险、寻找伴侣。此后进一步演化出的鸟类更是需要适应长时间飞行 迁徙的特殊生活方式。 原标题：新研究揭秘3.2亿年动物大脑进化路径 当人们提到高智商动物时，通常会想到猴子、猩猩等灵长类，或宠物狗、海豚。但鸽子或麻雀等鸟 类，其实也展现出了媲美灵长类的工具使用和社会认知能力。 这听起来或许有点不可思议，但最新科学研究显示，鸟类、哺乳类甚至龟类的大脑在过去3.2亿年 里，经历了一场精彩的演化历程，走出了截然不同但又殊途同归的智慧发展之路。 5月13日，华大生命科学研究院联合中国科学院深圳先进技术研究院、郑州大学生命科学学院、中 国科学院脑科学与智能技术卓越创新中心等机构，共同揭开了跨越3.2亿年的大脑神经元演化之谜。相 关研究论文发表于国际期刊《发育细胞》。 构建跨物种单细胞图谱 形成基因双轨演化机制 鸟类的小脑占全脑的比例较高，细胞类型的复杂程度也相对较高，此前有推测认为这可能与它们适 应飞行等因素相关。 该研究首次在鸟类小脑中鉴定出SVIL+浦肯野细胞亚型，其基因表达谱显著区别于哺乳类的 ALD ...