1.8月份PMI三大指数均有所回升 国家统计局服务业调查中心和中国物流与采购联合会8月31日发布数据显示，8月份，制造业采购经理指 数、非制造业商务活动指数和综合PMI产出指数分别为49.4%、50.3%和50.5%，比7月份上升0.1个百分点、 0.2个百分点和0.3个百分点，三大指数均有所回升，我国经济景气水平总体继续保持扩张。 2.科学家开发出新型mRNA疫苗平台 美国耶鲁大学研究人员开发出一种新型mRNA疫苗平台，旨在显著增强免疫反应、提升mRNA疫苗的有效 性，并拓展其在多种疾病预防与治疗中的应用潜力。这项发表于最新一期《自然·生物医学工程》的研究表 明，这种疫苗平台技术可使未来的mRNA疫苗更加可靠和有效。 3.行业机构称法国8月新车注册量增长2.18%，特斯拉注册量降47.25% 法国汽车机构PFA公布的数据显示，8月份法国新车注册量同比增长2.18%，达到87850辆。特斯拉上月在法 国的注册量下降了47.25%，为1331辆。 4.阿里云：阿里采购寒武纪15万片GPU的消息不实 点评：支持国产芯不变。 5.百度19亿美元天价收购将成历史：91助手下月全面停服 《科创板日报》1日讯，阿里云对《 ...

Group 1 - The company has entered into a global exclusive licensing agreement with Madrigal Pharmaceuticals, Inc. for SYH2086, covering development, production, and commercialization, with potential total payments of up to $2.075 billion, including an upfront payment of $120 million and milestone payments based on annual net sales [1] - SYH2086 is in the preclinical stage and has complete intellectual property rights, with expectations for significant growth in the weight loss and MASH fields following the licensing agreement [1] - The management anticipates potential upfront and milestone payments from ongoing negotiations for three other projects, including SYS6010 (EGFR-ADC), could total around $5 billion [1] Group 2 - The company continues to increase its R&D investment, with 2024 R&D expenses projected to reach ¥5.191 billion (up 7.5% year-over-year), accounting for 21.9% of its revenue from prescription drugs, which is industry-leading [2] - As of the end of Q1 2025, the company has 24 projects in critical II/III clinical phases and 9 projects under review for market approval, indicating a robust pipeline [2] - The company is expected to achieve multiple new drug approvals and data readouts throughout the year, maintaining a strong position in business development [2] Group 3 - The company is recognized as a leading domestic pharmaceutical firm with ample cash reserves, transitioning from traditional pharmaceuticals to innovation [2] - The net profit forecasts for 2025 and 2026 have been revised down to ¥4.92 billion and ¥5.25 billion, respectively, reflecting a decrease of 24.9% and 23.9% from previous estimates [2] - The current valuation is considered attractive due to the expected orderly market entry of significant products, maintaining a "buy" rating [2]