点评：作为主营中药、化药的传统制药企业，天士力近年来积极转型创新药。TSL2109胶囊是具有全新 结构的双靶点小分子抑制剂，在全球范围内也属首创，但投资者需注意药物研发的高风险。 NO.1 恒瑞医药：签署瑞康曲妥珠单抗项目授权许可协议 9月24日，恒瑞医药公告，公司与Glenmark Specialty S.A.签署瑞康曲妥珠单抗项目授权许可协议。根据 协议，Glenmark Specialty将向恒瑞医药支付1800万美元首付款，并有资格获得最高10.93亿美元的里程 碑付款，以及根据销售情况支付的提成。瑞康曲妥珠单抗是恒瑞医药自主研发的以HER2为靶点的抗体 偶联药物，已获批上市用于治疗HER2突变非小细胞肺癌。 点评：近期，恒瑞医药相继与多家海外头部制药巨头合作，创新药的BD收入已成为公司营收结构的重 要组成部分。此次合作有助于拓宽该药物的海外市场，提升恒瑞医药的创新品牌形象和海外业绩。 NO.2 天士力：TSL2109胶囊获批临床 9月24日，天士力公告称，全资子公司江苏天士力帝益药业有限公司收到国家药品监督管理局核准签发 关于TSL2109胶囊用于晚期实体瘤的《药物临床试验批准通知书》。TSL210 ...

今日焦点 国芯科技：四名股东拟合计减持公司不超4.5%股份 国芯科技公告称，因基金退出需要，西藏津盛泰达创业投资有限公司拟减持公司股份850万股，占公司 总股本的2.53%。另外，天津天创保鑫创业投资合伙企业（有限合伙）及其一致行动人天津天创华鑫现 代服务产业创业投资合伙企业（有限合伙）、魏宏锟拟分别减持公司不超0.52%、0.92%、0.53%的股 份。上述四名股东拟合计减持公司不超4.5%的股份。 盛科通信：大基金持股比例降至15% 盛科通信公告，2025年1月14日至2025年9月24日期间，国家集成电路产业投资基金股份有限公司通过集 中竞价方式和大宗交易方式合计减持公司股份1885.69万股，占公司总股本的比例由19.60%减少至 15.00%。 恒瑞医药：签署瑞康曲妥珠单抗项目授权许可协议，有资格获得最高10.93亿美元的里程碑付款 恒瑞医药公告称，将公司具有自主知识产权的1类创新药瑞康曲妥珠单抗（SHR-A1811）项目有偿许可 给Glenmark Specialty，获得1800万美元首付款，并有资格获得最高可达10.93亿美元的里程碑付款及销 售提成。该协议自双方签订之日起生效，将持续到瑞康曲 ...

（编辑 楚丽君） 证券日报网讯 9月24日晚间，天士力发布公告称，近日，公司全资子公司江苏天士力帝益药业有限公司 收到国家药品监督管理局核准签发关于TSL2109胶囊用于晚期实体瘤的《药物临床试验批准通知书》。 ...

Key Points - Huatian Technology is planning to acquire semiconductor power device company Huayi Microelectronics, leading to a stock suspension starting September 25, 2025, with a transaction proposal expected within 10 trading days [1] - Shanghai Zhiyuan Hengyue plans to make a tender offer to acquire 37% of the shares of Shangwei New Materials at a price of 7.78 yuan per share, requiring a maximum total funding of 1.161 billion yuan [2] - Jingzhida has delivered its first high-speed testing machine to a key domestic customer, enhancing its competitive position in the semiconductor storage testing equipment market [2] - Changchuan Technology has reduced its total shareholding by 1.78% due to stock price fluctuations, with no significant changes in its business operations [3] - Heng Rui Pharmaceutical has signed a licensing agreement for its innovative drug SHR-A1811, potentially earning up to $1.093 billion in milestone payments [4] - Guoxin Technology's shareholders plan to collectively reduce their holdings by up to 4.5% due to fund exits [5] - Huasoft Technology's existing light-initiated agent products are expected to contribute less than 2% to its 2024 revenue [5] - Lin Yang Energy has won a procurement project from the State Grid worth approximately 142 million yuan, expected to positively impact its future performance [8] - Wanhui High-tech anticipates a net profit increase of 69.81%-109.77% year-on-year for the first three quarters of 2025, driven by improved sales strategies and reduced raw material costs [13]

一、并购重组 大龙地产：控股子公司拟收购北京城竺房地产开发有限公司60%股权。 二、回购 1、中国巨石：拟回购3000万股-4000万股公司股份。 2、新点软件：拟3000万元-5000万元回购公司股份。 三、投资合作、经营状况 1、精智达：向国内重点客户交付首台高速测试机，该设备主要应用于半导体存储器测试环节。 3、上纬新材：智元机器人关联公司持股平台智元恒岳计划要约收购37%股份，要约收购价格为7.78元/ 股。 4、长盈精密：公司累计交付了人形机器人结构件产品的价值已经超过了8000万元。目前公司在人形机 器人业务上供应给客户的料号超过400个。公司的项目集中在灵巧手上的传动件，现在逐步增加至大尺 寸的传动件。 5、恒瑞医药：签署瑞康曲妥珠单抗项目授权许可协议，有资格获得最高10.93亿美元的里程碑付款。 6、骄成超声：公司大力推动先进超声波扫描显微镜以及超声波固晶机（超声热压焊机）等新产品设备 的研发和推广，公司可应用于半导体晶圆级封装、2.5D/3D封装、面板级封装等产品检测的先进超声波 扫描显微镜，成功获得了国内知名客户正式订单并完成交付；超声波固晶机（超声热压焊机）已获得客 户正式订单。 四、业 ...

Group 1 - Shanghai Zhiyuan Hengyue plans to acquire 37% of the shares of Shangwei New Materials at a price of 7.78 yuan per share, requiring a maximum total funding of 1.16 billion yuan [1] - The acquisition period is set for 30 calendar days, from September 29, 2025, to October 28, 2025 [1] - Zhiyuan Hengyue and Zhiyuan Xinchuan intend to acquire at least 63.62% and up to 66.99% of Shangwei New Materials' shares [2] Group 2 - Heng Rui Pharmaceutical has signed a licensing agreement for the innovative drug SHRA1811, receiving an upfront payment of 18 million dollars and is eligible for up to 1.093 billion dollars in milestone payments [3] - The agreement aims to expand the overseas market for SHRA1811 and enhance the company's innovative brand and overseas performance [3] Group 3 - Tian Shili's subsidiary has received approval for clinical trials of TSL2109 capsules, a dual-target small molecule inhibitor for advanced solid tumors, with no similar drugs currently in clinical trials [4] - The cumulative R&D investment in TSL2109 capsules by Jiangsu Diyi has reached 24.6251 million yuan [4] Group 4 - Wanhui High-tech expects a net profit of 340 million to 420 million yuan for the first three quarters, representing a year-on-year growth of 69.81% to 109.77% [5]

TSL2109胶囊是由江苏帝益和中国药科大学联合申报的具有全新结构的双靶点小分子抑制剂，可通过选 择性抑制双靶点下游信号通路，阻滞肿瘤细胞周期、诱导肿瘤细胞凋亡，发挥双靶点协同杀伤肿瘤细胞 的作用。 天士力（600535）(600535.SH)发布公告，近日，公司全资子公司江苏天士力帝益药业有限公司(简称"江 苏帝益")收到国家药品监督管理局核准签发关于TSL2109胶囊用于晚期实体瘤的《药物临床试验批准通 知书》。 ...

Core Viewpoint - Tianshili (600535.SH) announced that its wholly-owned subsidiary, Jiangsu Tianshili Diyi Pharmaceutical Co., Ltd. (referred to as "Jiangsu Diyi"), has received approval from the National Medical Products Administration for the clinical trial of TSL2109 capsules for advanced solid tumors [1] Group 1 - TSL2109 capsules are a novel dual-target small molecule inhibitor developed in collaboration with China Pharmaceutical University [1] - The drug works by selectively inhibiting downstream signaling pathways of the two targets, blocking the tumor cell cycle and inducing tumor cell apoptosis [1] - TSL2109 aims to synergistically kill tumor cells through its dual-target mechanism [1]

人民财讯9月24日电，天士力（600535）9月24日公告，公司全资子公司江苏帝益收到国家药监局核准签 发关于TSL2109胶囊用于晚期实体瘤的药物临床试验批准通知书。 ...

格隆汇9月24日丨天士力(600535.SH)公布，公司全资子公司江苏天士力帝益药业有限公司（称"江苏帝 益"）收到国家药品监督管理局核准签发关于TSL2109胶囊用于晚期实体瘤的《药物临床试验批准通知 书》，TSL2109胶囊是由江苏帝益和中国药科大学联合申报的具有全新结构的双靶点小分子抑制剂，可 通过选择性抑制双靶点下游信号通路，阻滞肿瘤细胞周期、诱导肿瘤细胞凋亡，发挥双靶点协同杀伤肿 瘤细胞的作用。 ...