巨子生物被质疑从不对外销售原料:同行很难对其重组胶原原料独立验证
Cai Jing Wang· 2025-05-26 02:48
5月25日晚间,美妆博主"大嘴博士"再度发文,针对巨子生物早前发布的声明,围绕重组胶原蛋白检测方法之争阐述自 身观点。 其提到,巨子生物在其声明中,引用了"《中华人民共和国》及中华人民共和国医药行业标准YY/T 1947-2025 《重组 胶原蛋白敷料》中重组胶原蛋白含量的检测方法对相关产品进行检测"。 其介绍,该标准中主要包含两大种类用于检测重组胶原蛋白含量的方法: 第一种,是"基于特征多肽联用色谱质谱检测重组胶原含量"的方法,也就是网上说的"质谱法"。第二种,其实包含了 六种方法(凯氏定氮法、福林酚法、双缩脲法、BCA法、考马斯亮蓝法、紫外-可见分光光度法),但是由于除了凯氏 定氮法之外,其他五种方法对于检测产品中胶原含量误差明显过大,所以,可能性最高的,是"凯氏定氮法"。 首先,关于网上讨论度较高的"质谱法",这种检测方法主要用于组织再生材料中,特别是当天然胶原与重组胶原混合 后,需要通过识别重组胶原蛋白独有的肽链片段(相当于其"身份证"片段)来进行检测。 因此,对于巨子生物声明中声称要送检的样品,"大嘴博士"提出根本性质疑。如果巨子生物接下来送检样品仍由巨子 自行提供,其结果将因缺乏独立性而完全无法获 ...
花旗:升东风集团股份(00489)目标价至6.2港元 评级“买入”
智通财经网· 2025-05-26 02:42
Group 1 - Citigroup has adjusted its revenue forecasts for Dongfeng Motor Group for 2025 and 2026, lowering them by 3% and 2% respectively [1] - The net profit margin forecasts for 2025 and 2026 have been adjusted to -1.8% and -2.0%, compared to previous estimates of -2.3% and -2.1% [1] - The projected net losses for 2025 and 2026 have been revised to RMB 2.006 billion and RMB 2.279 billion, down from previous forecasts of RMB 2.584 billion and RMB 2.455 billion [1] Group 2 - UBS has also lowered its joint venture profit forecasts for Dongfeng Motor Group for 2025 and 2026 by 5.4% and 2.3%, estimating profits of RMB 667 million and RMB 676 million respectively [2] - The company achieved 23%, 37%, and 24% of its annual targets for passenger cars, commercial vehicles, and total vehicle sales in the first four months of this year [2] - The management has set a sales target of 200,000 units for its Voyah brand in 2025, aiming for breakeven by the end of that year if price wars do not escalate [2]
星展银行降众安在线目标价至20港元 重申买入评级
快讯· 2025-05-26 02:29
星展银行降众安在线目标价至20港元 重申买入评级 金十数据5月26日讯,星展银行发表报告表示,众安在线(06060.HK)2025年首四个月累计保费按年增长 13%,表现强劲,该行预计增长动能将延续至2025财年,但金融科技子公司亏损收窄速度慢于预期,该 行分别小幅下调对众安在线2025至2026财年盈利预测1.8%和3.4%。目标价由21.2港元下调至20港元,重 申买入评级。该行指,众安在线推动健康险业务扩张,短期内可能因理赔增加而面临压力,但持续率的 改善有望支持营销费用下降,推动费用率降低,并长期改善综合成本率。与此同时,受益于底层贷款资 产质量的改善,信用保证险预计将延续2024年下半年的高盈利表现。 ...
港股核电板块走强,中广核电力(01816.HK)涨超5%,中广核矿业(01164.HK)涨超8%。
快讯· 2025-05-26 02:25
Group 1 - The Hong Kong nuclear power sector is experiencing a strong performance, with China General Nuclear Power Corporation (01816.HK) rising over 5% and China General Nuclear Mining Corporation (01164.HK) increasing more than 8% [1]
旗下可复美陷“造假门”!巨子生物开盘跌超8%,A股重组蛋白概念股下跌
Mei Ri Jing Ji Xin Wen· 2025-05-26 02:24
每经编辑|毕陆名 5月26日,巨子生物(HK02367)开盘跌超8%,截至发稿,巨子生物股价跌幅收窄至3.52%。 | 同时,A股重组蛋白概念股集体下跌,锦波生物翻红,盘中一度跌超6%,睿智医药跌近6%,三生国健跌近6%。 | | --- | 人气龙头 成交活跃 2021年12月1日回复称公司在利用多种表达系统生 产重组蛋白和抗体方面具有多年经验,能够在广泛的研究领域内满 ... 二生国健 51.56 -5.69% -3.11 688336 科创 融 6天4板 人气龙头 市值龙头 业绩龙头 2021年半年报显示公司以创新型 治疗性抗体药物为研发导向,专注于单克隆抗体、双特异性抗体、... 迈威生物-U 688062 科创 融 22.95 -3.85% -0.92 2022年1月10日招股书显示公司在泰州拥有中试及商业化生产基地, 已经建成 4,000L产能的抗体生产线和 4,000L产能的重组蛋白生产 ... 成都先导 15.65 -3.75% -0.61 估值龙头 2021年12月30日公告显示成都先导拥有约500人的科学家 团队,并且能够提供一整套从靶基因到新药临床试验申请阶段的研 ... | 全部市场 ...
名创优品港股跌逾16%,为七周来盘中最大跌幅。Jefferies在报告中称,公司一季度经调整净利润不及预期。
快讯· 2025-05-26 02:08
Group 1 - Miniso's Hong Kong stock fell over 16%, marking the largest intraday drop in seven weeks [1] - Jefferies reported that the company's adjusted net profit for the first quarter did not meet expectations [1]
港股手游股走强,中手游(00302.HK)涨超4%,哔哩哔哩(09626.HK)涨超3%,网易(09999.HK)、蓝港互动(08267.HK)等跟涨。
快讯· 2025-05-26 02:07
港股手游股走强,中手游(00302.HK)涨超4%,哔哩哔哩(09626.HK)涨超3%,网易(09999.HK)、蓝港互 动(08267.HK)等跟涨。 ...
港股异动 | 汇通达网络(09878)涨超4% 家电自有品牌阿尔蒂沙空调新品在海内外掀起销售热潮
智通财经网· 2025-05-26 02:05
Core Viewpoint - The company HuTongDa Network (09878) is experiencing significant growth driven by its self-owned brand strategy and the launch of its energy-efficient air conditioning products under the brand "AltiSha" [1][2] Group 1: Company Performance - HuTongDa's stock price increased by 4.45%, reaching 18.3 HKD with a trading volume of 37.49 million HKD [1] - The AltiSha brand's new product line, the Fengshen series of energy-saving air conditioners, has seen a sales surge, particularly during the 618 e-commerce promotion, with order volume increasing by over 100% year-on-year [1] Group 2: Product and Market Strategy - The Fengshen series air conditioners exceed national energy efficiency standards by over 15%, catering to consumer demand for energy-saving appliances [1] - The AltiSha brand has achieved over 10,000 overseas orders, marking a breakthrough in international markets, with plans to expand into Eastern Europe and Middle Eastern countries [2] - The rapid growth of AltiSha in both domestic and international markets aligns with HuTongDa's "one main, two auxiliary" strategy, focusing on lower-tier market services and cross-border e-commerce [2]
母乳研究国际领先!飞鹤(06186)发布中国首个应用型HMOs数据库 推动行业高质量发展
智通财经网· 2025-05-26 01:58
Core Viewpoint - The China Feihe Dairy has launched the first application-oriented Human Milk Oligosaccharides (HMOs) full-spectrum structural database in China, which aims to enhance research efficiency and quality in the dairy industry [1][4]. Group 1: HMO Database Launch - The HMO database is characterized by its full spectrum, high precision, and strong practicality, addressing significant challenges in HMO detection and identification within the industry [1][2]. - The database enables precise analysis of 233 types of full-spectrum HMOs, significantly improving research speed and efficiency, marking a new era in HMO analysis [2][3]. Group 2: Industry Impact and Collaboration - Feihe's initiative fills a critical gap in HMO detection standards, providing a scientific basis for quality testing and supporting the development of new products in the industry [2][6]. - The database will be shared with the industry to facilitate efficient detection and analysis, promoting innovation and research collaboration among industry professionals [3][6]. Group 3: National Research Project - The HMO database is part of a national key research project under the "14th Five-Year Plan," which aims to enhance the understanding of breast milk and improve infant formula [3][6]. - Feihe has partnered with top universities and research institutions, investing nearly 100 million yuan to achieve significant breakthroughs in maternal and infant health research [6].