格隆汇6月2日丨大唐黃金(08299.HK)公告，公司与无锡专心智制科技有限公司("无锡专心智制")已于香 港成立合资公司，即人工智能矿业有限公司。合资公司由公司拥有51%的股权，并将于集团的综合财务 报表中作为附属公司入账。 无锡专心智制在中国成立的领先的创新科技公司，专注于为工业领域提供数据服务和人工智能("AI")解 决方案。 合资公司旨在开发及评估AI在有色金属勘探、开采工艺以及安全生产方面的应用。合资公司将通过随 机森林、强化学习、卷积神经网络及其他机器学习(ML)工具开发专业的AI应用模型，以推动采矿业向 数字化及智能化转型。此外，合资公司将引入数字孪生及数字化绩效运营系统，整合技术、供应链及运 营要素，以提高生产及资源利用效率以及工作安全，以及为采矿业创造合作机会。 于成立合资公司前，公司已于2024年开始与无锡专心智制合作，旨在率先开发应用AI技术的模型，以 降低勘探成本及提升勘探成功率。目前基于集团及其他来源的勘探及地质数据反馈，相关计算模型正处 于训练阶段。自开始合作，尤其是自成立合资公司以来，该模型截至本公告日期已取得鼓舞性成果。 在采矿及矿物加工领域，AI模型将被开发及应用于智能矿石分 ...

Summary of Key Points Core Viewpoint - The analysis focuses on the trends and predictions for the upcoming lottery draw, emphasizing the expected ranges for sum values and the distribution of odd and even numbers in both the front and back areas of the lottery. Group 1: Sum Value Analysis - The last sum value was 112, which shows an increase compared to the previous period. The average sum value over the last 10 periods is 90.1. The current trend suggests a rise in sum values, with a recommendation for the sum to fall between 115 and 120 [1]. Group 2: Front Area Position Analysis - **First Position**: The last winning number was 12, with a recent trend showing 3 odd and 7 even numbers. The focus is on even numbers, with a reference number of 16 [2]. - **Second Position**: The last winning number was 14, with 4 odd and 6 even numbers in the recent trend. The focus is on odd numbers, with a reference number of 21 [2]. - **Third Position**: The last winning number was 19, with a trend of 7 odd and 3 even numbers. The focus is on even numbers, with a reference number of 24 [2]. - **Fourth Position**: The last winning number was 33, with a trend of 8 odd and 2 even numbers. The focus is on odd numbers, with a reference number of 25 [2]. - **Fifth Position**: The last winning number was 34, with an equal distribution of odd and even numbers (5 each). The focus is on even numbers, with a reference number of 32 [2]. Group 3: Back Area Comprehensive Analysis - **First Position**: The last winning number was 01, with a trend of 7 odd and 3 even numbers. The focus is on odd numbers, with a reference number of 11 [3]. - **Second Position**: The last winning number was 07, with a trend of 3 odd and 7 even numbers. The focus is on even numbers, with a reference number of 12 [3]. Group 4: Lottery Draw Statistics - The winning numbers for the 2025060 lottery draw were 12, 14, 19, 33, 34 for the front area and 01, 07 for the back area. The sum value was 112, with an odd-even ratio of 2:3 [4].

Core Viewpoint - Hansoh Pharmaceutical has entered into a licensing agreement with Regeneron Pharmaceuticals, granting Regeneron global exclusive rights to develop, manufacture, and commercialize HS-20094, excluding mainland China, Hong Kong, and Macau [1] Group 1: Financial Terms - Hansoh Pharmaceutical will receive an upfront payment of $80 million [1] - The company is eligible to receive up to $1.93 billion in milestone payments based on the product's development, regulatory approval, and commercialization progress [1] - Future potential product sales will generate double-digit percentage royalties for Hansoh Pharmaceutical [1]

本次大会上，来自广州市妇女儿童医疗中心、上海儿童医学中心等医疗机构的医生代表也发表致辞，表 达了对儿童健康科普行动的支持与期待。 目前，京东健康已经构建了覆盖小儿肠胃消化、感冒发烧、呼吸用药、罕见病用药等全品类的儿科用药 供应链体系，汇聚了来自全国头部儿科医院的专家资源，满足不同家庭的儿童健康需求。 京东健康医药业务部儿科补益品类负责人介绍，在药品供给方面，京东健康将持续扩充儿科普药品类， 重点引入吸入剂、颗粒剂等儿童专属剂型，并持续引入儿童处方药、创新药和罕见病用药，提升地方性 药品的可及性，让全国家长都能在京东健康购买到各地流行且常用的儿童好药。京东健康还希望发挥线 上健康消费第一入口的领先优势，为儿童药品的研发、生产、销售和医疗服务的优化提供数据支持。同 时，向药企开放CRM用户服务管理工具，帮助药企更好地服务用户。 此外，针对医疗机构和众多儿科医生、专家，京东健康将依托自主研发的"京医千询"医疗大模型，帮助 各级医院和医疗机构建设儿童专病全病程管理平台，为医生、专家搭建AI数字人形象，更好地进行科 普教育。 本报讯 （记者张敏 见习记者梁傲男）5月29日，"健康童行·育见未来"2025儿童健康科普行动 ...

Core Viewpoint - The announcement highlights that JMT101, developed by the company, has received breakthrough therapy designation from the National Medical Products Administration of China for treating advanced colorectal cancer that has failed second-line or higher standard treatments [1][3]. Group 1: Clinical Significance - Colorectal cancer is the third most common cancer globally, with 517,000 new cases and 240,000 deaths reported in China in 2022, ranking second and fourth respectively in new cases and deaths from malignant tumors [1]. - Current standard treatment for advanced colorectal cancer that has failed second-line or higher therapies has a low objective response rate (ORR) of ≤5% and a median progression-free survival (mPFS) of approximately 3 months, indicating a significant unmet clinical need [1]. Group 2: JMT101 Characteristics - JMT101 is a recombinant humanized monoclonal antibody with a novel molecular structure, exhibiting antibody-dependent cellular cytotoxicity (ADCC) and complement-dependent cytotoxicity (CDC) [2]. - JMT101 shows significantly higher target affinity compared to similar products and reduces immunogenicity and infusion reactions [2]. Group 3: Clinical Trial Results - In a randomized, controlled, open-label Phase II study, the combination of JMT101 and irinotecan demonstrated superior ORR, disease control rate (DCR), and mPFS compared to the control group, with an mPFS of 7.4 months versus 2.9 months for the control [2]. - The study results will be presented at the 2025 American Society of Clinical Oncology (ASCO) annual meeting [2]. Group 4: Future Prospects - JMT101 has shown preliminary breakthrough efficacy and good safety in clinical studies, indicating a potential to become the standard treatment for post-line colorectal cancer [3]. - The company is advancing JMT101 in a pivotal Phase III clinical trial for this indication and is also conducting multiple Phase II and III clinical studies for other solid tumors, including lung cancer and nasopharyngeal carcinoma [3]. - The breakthrough therapy designation is expected to expedite the development process of JMT101 based on its promising efficacy and safety data [3].

6月2日，截至港股收盘，恒生指数下跌0.57%，报23157.97点。惠生工程（02236.HK）收报0.305港元/ 股，上涨7.02%，成交量350.4万股，成交额101.93万港元，振幅24.56%。 最近一个月来，惠生工程累计涨幅1.79%，今年来累计涨幅33.8%，跑赢恒生指数16.1%的涨幅。 （以上内容为金融界基于公开消息，由程序或算法智能生成，不作为投资建议或交易依据。） 来源：金融界 机构评级方面，目前暂无机构对该股做出投资评级建议。 行业估值方面，石油及天然气行业市盈率（TTM）平均值为-5.93倍，行业中值4.06倍。惠生工程市盈率 7.59倍，行业排名第12位；其他珠江钢管（01938.HK）为0.86倍、CGII HLDGS（01940.HK）为4.06 倍、域高国际控股（01621.HK）为4.84倍、中信资源（01205.HK）为5.08倍、交运燃气（01407.HK） 为5.23倍。 资料显示，惠生工程技术服务有限公司(股份代号:2236.HK)是中国领先的能源工程EPC(设计、采购及施 工管理)服务和技术整合解决方案提供商,成立于1997年,2012年在港上市。公司专业从事炼 ...

6月2日，截至港股收盘，恒生指数下跌0.57%，报23157.97点。昊天国际建投（01341.HK）收报0.425港 元/股，上涨7.59%，成交量1.17亿股，成交额4710.48万港元，振幅22.78%。 最近一个月来，昊天国际建投累计跌幅13.19%，今年来累计跌幅50%，跑输恒生指数16.1%的涨幅。 （以上内容为金融界基于公开消息，由程序或算法智能生成，不作为投资建议或交易依据。） 来源：金融界 财务数据显示，截至2024年9月30日，昊天国际建投实现营业总收入7755.39万元，同比增长0%；归母 净利润-6402.71万元，同比增长16.47%；毛利率36.05%，资产负债率40.56%。 机构评级方面，目前暂无机构对该股做出投资评级建议。 行业估值方面，工业工程行业市盈率（TTM）平均值为14.59倍，行业中值2.41倍。昊天国际建投市盈 率-6.81倍，行业排名第151位；其他谊砾控股（00076.HK）为0.31倍、中国航天万源（01185.HK）为 0.32倍、天洁环境（01527.HK）为1.88倍、北京控股环境集团（00154.HK）为2.16倍、同景新能源 （08326.HK）为 ...

Core Viewpoint - The ongoing dispute between Hyaluronic Acid and recombinant collagen has gained significant attention, particularly involving major players in the medical aesthetics industry, Huaxi Biological and Juzhi Biological, leading to market volatility and investor caution [1][8]. Company Responses - Huaxi Biological expressed support for Dr. Hao Yu, emphasizing the importance of consumer rights and the integrity of product testing, while also indicating that they have conducted thorough evaluations of the claims made by Dr. Hao [2][5]. - Juzhi Biological issued a statement condemning Huaxi Biological's accusations as malicious and unfounded, highlighting their commitment to consumer trust and the integrity of their products [2][3]. Market Reaction - Following the controversy, Juzhi Biological's stock price fell over 5.6% on June 2, closing at 68.25 HKD per share, with a market capitalization of 731 billion HKD, reflecting investor concerns about the ongoing dispute [1][8]. Testing and Standards - The testing report that Dr. Hao Yu referenced was clarified by the testing agency, stating it was not legally valid for public proof and lacked comprehensive methodology, which raised questions about the reliability of the results [3][7]. - The lack of unified testing standards in the recombinant collagen industry has been highlighted as a significant issue, contributing to consumer distrust and regulatory challenges [7][9]. Industry Implications - The incident has exposed vulnerabilities in the regulatory framework and testing standards for the recombinant collagen sector, prompting discussions about the need for clearer guidelines and industry standards [7][9]. - The National Medical Products Administration has initiated the development of industry standards for recombinant collagen testing, indicating a move towards greater regulatory oversight [7].

从城市维度来看，包括深圳、北京、上海、广州在内的四大一线城市的酒店预订热度领跑国内市场。端 午假期，本地及周边的高星酒店、精品民宿和度假别墅需求占比上升明显。以苏州为例，在端午假期各 类住宿产品中，本地及周边居民的入住间夜量同比增长31%，"家门口住酒店"的趋势明显。 同程旅行数据显示，端午假期，平台上的出境联程中转机票预订热度同比增长近20%，相比出境机票的 整体预订热度增速高出5个百分点。 同程研究院分析，选择端午假期通过空空中转出游的用户，有三大特征，一是出行周期长，二是价格敏 感度相对较高，三是主要集中在非一线城市。选择空空中转的旅客大多通过拼假方式，抓住国际机票价 格大幅上涨前的窗口期。 与端午假期国内和国际机票均价不增反降相比，国内和国际机票均价将在节后一周内开始呈现动态上涨 的态势。 同程旅行分析，特别是从6月20日开始，随着全国大部分地区将进入"中考时间"，国内机票均价或将反 超端午假期机票价格高点。在"全国高考"周期内，国际机票均价将迎来节后第一波价格上涨小高峰。预 计国际机票均价将在6月21日前后突破3000元大关，并将在接下来的一周内直冲均价4000元的趋势线。 而后随着暑期旅游旺季的到 ...

Core Viewpoint - Anta Sports has successfully completed the acquisition of Jack Wolfskin, enhancing its portfolio in the outdoor apparel market [1] Group 1: Acquisition Details - The acquisition of Jack Wolfskin is expected to strengthen Anta's position in the global outdoor sportswear market [1] - This move aligns with Anta's strategy to diversify its brand offerings and expand its market reach [1] Group 2: Market Implications - The integration of Jack Wolfskin is anticipated to provide synergies in product development and marketing strategies [1] - The acquisition may lead to increased competition in the outdoor apparel segment, impacting other players in the industry [1]