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2026-01-17
19:00
Baidu's Apollo Go and K2's AutoGo Commence Fully Autonomous Ride-Hailing Service on Yas Island, Announce Phased Expansion Across Abu Dhabi

  • Having secured the fully driverless commercial permit in mid-November 2025, the partners have launched fully autonomous ride-hailing service via the AutoGo app.
  • Initial operations cover Yas Island, with phased expansion planned for Reem, Al Maryah, and Saadiyat Islands.
  • The launch marks a critical step toward the partners' goal of deploying hundreds of vehicles by 2026 and building Abu Dhabi's largest fully driverless fleet.

ABU DHABI, UAE, Jan. 17, 2026 /PRNewswire/ -- Baidu, Inc. (NASDAQ: BIDU and HKEX: 9888) today announced that its autonomous ride-hailing service, Apollo Go, and AutoGo, a leading UAE-based autonomous mobility company, have officially launched the fully autonomous commercial ride-hailing service in the emirate. The launch of the service, now available via the AutoGo app, marks a major milestone in the commercialization of autonomous driving in the Middle East. The service has launched initially on Yas Island, where users in Abu Dhabi can now download the app to hail fully driverless rides.

The collaboration between Baidu's Apollo Go and K2's AutoGo began in March 2025, when they announced the partnership to build Abu Dhabi's largest fully driverless fleet. Building on that momentum, the companies secured one of the inaugural permits for fully driverless commercial operation in Abu Dhabi in mid-November 2025 and signed a next-phase agreement to scale the fleet to hundreds of vehicles by 2026. With the service now available to the general public through the AutoGo app, the partners are actively advancing their goal of establishing the emirate's largest fully driverless fleet.

"Moving from an initial partnership agreement to launching live, fully driverless operations for the public in a span of just a few months is a remarkable milestone," said Liang Zhang, Managing Director of EMEA at Baidu Apollo. "This speed of execution highlights the technical readiness of Apollo Go, the strong operational capabilities of our partnership, and the steadfast support of local regulatory bodies."

"AutoGo's transition to live robotaxi operations marks an important milestone in Abu Dhabi's autonomous mobility journey," said Sean Teo, Managing Director of K2. "Launching the service at the start of the year reflects our focus on execution and long-term value creation. By introducing robotaxi services in real urban environments and scaling across key districts, we are moving decisively from development to deployment—delivering autonomy that is practical, safe, and ready for everyday use."

The initial operation covers Yas Island, a premier leisure and entertainment hub in Abu Dhabi, now designated as a permitted zone for fully driverless operations. This service allows users to simply download the AutoGo app, request a ride, and experience a journey in a vehicle with no human driver behind the wheel.

The AutoGo app, now open to public users
The AutoGo app, now open to public users

Following the initial launch on Yas Island, the service will implement a phased geographic roll-out across Abu Dhabi. The expansion will begin with Reem Island, Al Maryah Island, and Saadiyat Island. Over time, the service will continue to expand across additional areas, with the long-term objective of operating across the wider Abu Dhabi emirate.

Apollo Go's rapid expansion into the UAE is backed by its industry-leading autonomous driving technology and proven real-world operational expertise. As a leading autonomous ride‑hailing service provider globally, Apollo Go has logged more than 240 million autonomous kilometers, of which over 140 million kilometers were completed in fully driverless mode. With a global footprint across 22 cities, Apollo Go's weekly ride count has recently surpassed 250,000, and the service has completed more than 17 million cumulative rides as of October 31, 2025. Looking ahead, Apollo Go and AutoGo will scale fully autonomous commercial ride-hailing services to reach more users and advance Abu Dhabi's smart city vision.

About Baidu
Founded in 2000, Baidu's mission is to make the complicated world simpler through technology. Baidu is a leading AI company with strong Internet foundation, trading on the NASDAQ under "BIDU" and HKEX under "9888." One Baidu ADS represents eight Class A ordinary shares.

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14:42
Shoucheng Holdings (0697.HK) Sees Robot Investment Returns Materialize: Flagship Projects Deliver Over 10x Returns

HONG KONG, Jan. 17, 2026 /PRNewswire/ -- Amid the deepening integration of artificial intelligence and the real economy, the robotics industry is emerging as one of the most disruptive frontier sectors. Recently, Shoucheng Holdings (0697.HK) has drawn strong market attention following the disclosure of its impressive investment performance in the robotics space.

The Company announced that it will launch its first livestream session this Sunday (18 January 2026) at 7:50 p.m. on Douyin and WeChat Channels. Centered on robot product sales and market validation, the initiative aims to accelerate the transition of robotics from technology demonstration to consumer-level applications. At the same time, Shoucheng Holdings disclosed that its robotics investment portfolio has achieved an overall absolute return of more than 4x. According to Company Secretary Kang Yu, early investments in several flagship companies — including Unitree Robotics, Galaxy General Robots and Zibian Technology — have each delivered returns exceeding 10x.

These achievements are not the result of short-term financial speculation, but rather stem from a long-term investment strategy built on deep industry insight. "Ecosystem empowerment" has become a key growth driver. Shoucheng Holdings emphasizes the synergy of "investment empowering industry, and industry reinforcing investment," forming a structured and scalable growth model. This approach extends beyond traditional post-investment support, integrating upstream and downstream industry resources as well as application scenarios to drive coordinated development across the entire value chain. As the robotics market enters a critical phase of scaled commercialization, this comprehensive strategy has helped accelerate valuation growth while enhancing the stability of investment returns.

Strong Returns from Core Investments: Multiple Projects Achieve Over 10x Growth

Since initiating its robotics industry strategy in 2024, Shoucheng Holdings has achieved an overall book return exceeding 4x across a portfolio of more than 20 robotics enterprises, driven by precise sector selection and a systematic, forward-looking investment approach. Through precise sector selection and a systematic, forward-looking investment approach, the Company has achieved an overall book return exceeding 4x, with market participants expecting further upside potential. The portfolio spans the full robotics value chain, including robot hardware manufacturing, embodied intelligence, core control systems, and intelligent application deployment.

Among these investments, Zibian Robot, a representative company in the embodied intelligence segment, recently completed an A++ financing round of approximately RMB 1 billion, joined by several leading institutional investors. Shoucheng Holdings' affiliated fund participated at an early stage and realized a return exceeding 10x in the latest round, making it one of the most representative success stories within the Company's robotics portfolio.

In addition, Shoucheng Holdings has invested in several globally influential robotics OEMs. Unitree Robotics, a leading player in the global quadruped robot market, is currently advancing its capital market process and is regarded as one of the robotics sector's key IPO-track candidates. Other core portfolio companies, such as Galaxy General Robots, have also demonstrated steady growth momentum, continuing to support the overall investment performance of the portfolio.

The strong performance of these carefully selected flagship projects has not only generated significant capital returns, but has also become a cornerstone of Shoucheng Holdings' robotics ecosystem development.

Building a Robotics Ecosystem: From Investment to Application Scenarios and Channel Synergy

Shoucheng Holdings' investment success is not driven by capital deployment alone, but by a comprehensive "full-value-chain ecosystem collaboration" strategy designed to amplify investment value.

Across the value chain, the Company has invested upstream in materials, components and core technology suppliers; midstream in robot OEMs and intelligent system manufacturers; and downstream through channel integration and application scenario enablement, forming a closed loop of "investment + industry + application."

On the channel and scenario front, Shoucheng Holdings has signed strategic agency cooperation agreements with approximately 100 robotics companies, establishing a nationwide distribution network to promote order conversion and product commercialization. Meanwhile, its "Robotics Technology Experience Stores" and "Robotics Livestream Sales Platforms" actively expand consumer-facing application scenarios, effectively shortening the path from innovation to market adoption.

This ecosystem strategy enhances the commercialization capabilities of portfolio companies, enables the generation of real orders and operational data, and further strengthens valuation foundations and long-term growth logic.

As the robotics industry moves beyond its early breakout phase and enters a period of accelerated corporate development, Kang Yu expects that approximately four portfolio robotics companies will initiate listing plans this year, including leading names such as Unitree Robotics. Progress toward public listings is regarded as a key milestone for value realization within the investment portfolio and is expected to further unlock investment returns. This capitalization outlook not only reflects the growth trajectory of individual portfolio companies, but also signals that Shoucheng Holdings' long-term ecosystem strategy is entering a realization phase.

Robotics Ecosystem Achievements to Be Showcased in Upcoming Livestream

The "Breaking the Barrier Initiative" livestream, scheduled to go live this Sunday evening, will serve as an important platform for Shoucheng Holdings to showcase the progress of its robotics ecosystem development. From an investor's perspective, the livestream will provide in-depth analysis of industry trends and portfolio company strategies, while examining the technological innovation, brand positioning and future development plans behind core products. This approach allows audiences to gain insight into both product capabilities and the long-term competitiveness of the companies involved.

As the robotics industry transitions from R&D-driven growth toward large-scale commercialization, Shoucheng Holdings' integrated strategy of "capital + industrial ecosystem + application scenarios" has not only delivered meaningful returns for investors, but has also provided a replicable reference model for the development of China's robotics industry ecosystem.

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14:38
首程控股(0697.HK)機器人投資回報顯現:明星項目已獲逾 10 倍收益

香港2026年1月17日 /美通社/ -- 在人工智能與實體經濟深度融合的浪潮下,機器人產業正成為最具顛覆性的前沿賽道之一。近日,首程控股(0697.HK)憑藉其於機器人領域的亮眼投資表現,引發市場高度關注。公司宣布將於本週日(2026 年 1 月 18 日)晚上 7 時 50 分,於抖音及視頻號同步開啟直播首秀,聚焦機器人產品銷售與市場化驗證,推動機器人由技術展示邁向消費級應用。同時,公司亦披露其機器人投資組合已實現整體逾 4 倍的絕對回報。公司董事會秘書康雨表示,其中對宇樹科技、銀河通用機器人、自變量科技等明星企業的早期投資,回報率均已超過 10 倍。

這一系列成績並非單純的財務投機,而是基於深刻產業洞察所展開的一場「生態伏擊戰」。在投資過程中,首程控股持續強調「投資賦能產業、產業反哺投資」的協同邏輯,「生態賦能」正逐步成為其增長引擎。相關賦能不僅體現在傳統投後支持層面,亦透過打通產業鏈上下游渠道與應用場景,協同推動整體產業鏈發展。在機器人產業邁向規模化商業應用的關鍵階段,該綜合策略既有助於加快融資估值提升,亦令資本回報更具穩健性。

核心投資標的回報顯著:多個項目實現逾 10 倍增長

自 2024 年佈局機器人產業以來,首程控股已投資逾 20 家機器人相關企業,涵蓋機器人本體製造、具身智能、核心控制系統及智能場景落地等全產業鏈環節。憑藉精準的賽道選擇與系統化、前瞻性的佈局,公司實現整體帳面回報逾 4 倍,市場普遍預期未來投資組合仍具進一步增值空間。

其中,具身智能領域的代表企業自變量機器人近日完成約 10 億元人民幣規模的 A++ 輪融資,吸引多家頭部機構參與。首程控股旗下基金於早期參與投資,在本輪融資中實現逾 10 倍回報,成為其機器人投資組合中具代表性的成功案例之一。

此外,首程控股亦佈局多家具全球影響力的機器人整機企業。當中,全球四足機器人領域的知名企業宇樹科技(Unitree Robotics)正推進資本市場進程,成為機器人賽道中具備明確上市預期的重要標的之一。其投資組合內其他核心企業,如銀河通用機器人等,亦展現穩健增長動能,持續支撐整體投資業績。

這些優質頭部項目的成長,不僅為首程控股帶來顯著的資本回報,亦成為其機器人生態體系建設的重要支撐。

構建機器人生態體系:由投資走向場景落地與渠道協同

首程控股的投資成果並非僅源於資本投入,而是透過構建「全產業鏈生態協同」機制,持續放大投資價值。

在全產業鏈貫通佈局方面,首程控股於產業鏈上游投資材料、零部件及核心技術供應企業;中游佈局機器人整機及智能系統製造商;下游則透過渠道整合與應用場景賦能,形成「投資+產業+應用」的閉環模式。

在渠道與場景層面,首程控股已與約 100 家機器人企業簽署戰略合作代理協議,透過組織全國代理網絡,促進訂單轉化與產品推廣。同時,公司旗下「機器人科技體驗店」及「機器人直播帶貨平台」積極拓展消費端應用場景,有效縮短創新成果由研發走向市場的距離。

該生態策略不僅提升被投企業的市場化能力,亦協助其獲取實際訂單與數據反饋,進一步強化估值基礎與業務成長邏輯。

隨着機器人產業逐步走過早期爆發階段,並進入企業加速成長期,康雨預期,今年將有約 4 家被投機器人企業啟動上市計劃,其中包括宇樹科技等頭部項目。上市進程被視為投資組合價值兌現的重要節點,亦有望推動整體投資回報進一步釋放。相關資本化預期,不僅反映於個別項目的成長路徑,亦顯示首程控股於機器人生態戰略上的長期佈局正逐步進入收穫期。

機器人生態成果即將於直播中亮相

本週日晚即將開播的「破壁人計劃」直播間,將成為首程控股集中展示其機器人生態建設成果的重要窗口。直播將以投資人視角,深入解讀行業發展趨勢及被投企業的戰略佈局,剖析產品背後的技術創新、品牌理念與未來發展方向,讓觀眾在了解企業核心產品的同時,亦能洞察其行業定位與長期競爭力。該形式更注重行業深度解讀與品牌價值傳遞,為企業提供直接對接消費者的有效平台。

在機器人產業由技術研發邁向規模化市場應用的關鍵階段,首程控股憑藉「資本+產業生態+應用場景」三位一體的戰略佈局,不僅為投資者創造可觀回報,亦為中國機器人產業生態的發展,提供了一套具備參考價值的實踐範式。

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2026-01-16
20:21
RoboSense Ranked No.1 in Global 3D LiDAR Sales Volume for Robotic Lawn Mowers

SHENZHEN, China, Jan. 16, 2026 /PRNewswire/ -- RoboSense (02498 HKEX), a pioneering AI-driven robotics technology company, has been ranked No.1 in the 2025 3D LiDAR Sales Volume for Global Robotic Lawn Mowers by OFweek. Leveraging the generational-leading advantages of its digital LiDAR, such as the E1R, RoboSense has established deep partnerships with multiple global leading robotic lawn mower companies, including Mammotion and Segway Navimow. These collaborations have set a new benchmark for the next-generation boundary-free intelligent robotic lawn mowers driving industry development.

RoboSense's strong performance in the robotic lawn mower segment also drove record-breaking sales growth of its LiDAR products in the robotics sector in 2025, achieving an annual sales volume of 303,000 units—a year-on-year increase of 1141.8%. According to the Gaogong Industry Research Institute (GGII), "2025 Sales Volume Ranking of 3D LiDAR for Robotics in China," RoboSense ranked No.1 for LiDAR sales volume in the robotics sector, demonstrating leadership across both niche segments and the overall robotics market.

2025 LiDAR Sales Volume in the Global  Robotic Lawn Mower Market
2025 LiDAR Sales Volume in the Global Robotic Lawn Mower Market

The robotic lawn mower segment was the fastest-growing robot category in 2025. According to IDC, in the first half of 2025 alone, global shipments of robotic lawn mowers reached 2.343 million units, representing a year-on-year increase of 327.2%. In this process, RoboSense's digital LiDAR, leveraging its self-developed SPAD-SoC and VCSEL digital chip architecture for high performance and reliability, has become a key driver in enabling perception upgrades and supporting market growth for robotic lawn mowers.

The E1R, the world's first fully solid-state digital LiDAR for robotics, features a 90° ultra-wide vertical FOV and 144 beams, allowing precise detection of small ground obstacles, terrain changes, and fence edges—facilitating accurate localization, mapping, and navigation for robotic lawn mowers. Its fully solid-state design ensures resilience to vibration, bumps, and shocks, improving operational stability on rough terrain by up to three times. Built to automotive-grade standards, the E1R has passed more than 60 reliability tests, including UV aging, salt spray, and electromagnetic compatibility, and can reliably operate in harsh conditions such as rain and dust. With an outdoor service life of up to 8 years, far exceeding industry standards, it serves as the optimal perception partner for all-weather, all-condition robotic lawn mower operation.

Product Introduction – E1R
Product Introduction – E1R

Leveraging its leading digital LiDAR products, RoboSense has become a core partner for multiple global leading robotic lawn mower companies. As the global market penetration of robotic lawn mowers continues to grow, the application of LiDAR is expected to enter a new phase of rapid expansion, with RoboSense poised to capitalize on its first-mover advantage and lead the way into the next era of strong growth.

Source:

OFWEEK, "2025 Global 3D LiDAR Sales Volume Ranking for Robotic Lawn Mowers"

Gaogong Industry Research Institute (GGII), "2025 Sales Volume Ranking of 3D LiDAR for Robotics in China"

About RoboSense

RoboSense (02498 HKEX), founded in 2014, is an AI-driven robotics technology company that supplies core components and solutions for the robotics market, committed to "Become the global leader in robotics technology platforms." Headquartered in Shenzhen, China, the company has offices in Shanghai, Suzhou, and Hong Kong; Stuttgart in Germany; Detroit and Silicon Valley in the United States.

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09:14
US Sees Tariffs on High-End Semiconductors as Phase 1 Action; Next Step Hinges on Talks: Report

The US Department of Commerce announced on Wednesday (14th) the imposition of a 25% national security tariff on certain high-end semiconductors.

On Thursday (15th), a White House official described this move as a "phase one" action to protect the industry, and the content of future announcements may depend on the progress of negotiations with various countries and companies, according to a Reuters report.
~



AAStocks Financial News
Web Site: www.aastocks.com

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09:04
「AI+類器官」再迎臨床轉化,晶泰科技賦能希格生科潛在First-in-class TEAD抑制劑開啟臨床申報

深圳2026年1月16日 /美通社/ -- 近日,晶泰科技(2228.HK)孵化企業希格生科(Signet Therapeutics)宣佈其與晶泰科技合作發現的第二條創新藥管線 SIGX2649 已完成臨床前研究,即將向中、美監管機構同步提交新藥臨床試驗(IND)申請,相關數據將亮相2026 年美國癌症研究協會年會(AACR Annual Meeting)。SIGX2649 是一款潛在首創新藥(first-in-class)或同類最優(best-in-class)的泛 TEAD 抑制劑,在實體瘤治療領域有廣泛的藥物市場。繼全球首款瀰漫性胃癌靶向藥 SIGX1094 進入臨床 I 期後,這是晶泰科技與希格生科合作的第二條創新藥管線開啟臨床申報。未來,晶泰科技有權獲得該管線商業化收益最高達兩位數的可觀比例分成。接連兩條管線達成里程碑,充分展現了晶泰科技平台持續產出管線資產的研發突破能力,並進一步印證了 「AI+類器官」 研發範式的臨床轉化效率。

TEAD 抑制劑作為靶向 Hippo 通路的核心靶點,在間皮瘤、肝癌、肺癌等實體瘤治療中具有廣闊前景,其研發近年來成為腫瘤治療領域的新熱點。實體瘤約佔全部腫瘤發病的90%,2024年全球市場規模達2269.7億美元,預計2032年將突破5324.8億美元。然而,TEAD蛋白家族存在四種功能與表達模式各異的亞型,其抑制劑需在強效抑制與安全性間取得平衡,全球範圍內尚無上市藥物,進展最快的 TEAD 抑制劑尚處於Ⅰ期臨床階段。

SIGX2649 是晶泰科技與希格生科基於 「AI+類器官合作研發的泛 TEAD 抑制劑。臨床前數據顯示,SIGX2649 能有效地抑制四種 TEAD 亞型,並促進轉錄抑制因子 VGLL4 與 TEAD 的結合,實現「雙重阻斷」。基於這一差異化的機制,SIGX2649 相較於其他 TEAD 抑制劑擁有更強的抗腫瘤活性,且腎靶向毒性顯著更低:在多種體外腫瘤模型中,SIGX2649均顯示出優異的抗增殖活性;在體內模型中,它表現出強大的抗腫瘤功效、良好的藥代動力學特性。這些優勢使 SIGX2649 有望成為 Hippo 通路領域的 first-in-class/best-in-class 靶向藥物,並有機會通過罕見腫瘤適應症的開發獲得優先評審政策支持,從而加速完成臨床試驗為存在巨大未滿足臨床需求的特殊實體瘤患者帶來新的治療希望。此外,在與 RAS 通路抑制劑聯用時,SIGX2649 在 KRAS 突變實體瘤中引發了顯著的協同效應,展現出更廣泛的藥物聯用潛力。

在 SIGX2649 的藥物發現中,晶泰科技依托其 AI+ 機器人的智能藥物研發平台,聯合希格生科的類器官模型技術,高效協同藥物理性設計與更接近人體真實環境的藥效評估,為找到活性優越、結構新穎、臨床成功率更高的藥物分子奠定核心基礎。

項目進程中,晶泰科技首先通過其 AI 平台生成百萬量級靶向 TEAD 蛋白的活性分子庫,並借助高精度計算化學工具,對分子的活性、亞型選擇性、結構新穎性及可合成性等關鍵性質進行多維度計算評估,快速完成類藥分子庫從百萬級到百級的精準收斂。在此基礎上,結合希格生科類器官模型開展高效篩選,晶泰科技成功獲得多類針對不同亞型活性優異、分子骨架新穎的先導化合物。通過多輪物理模型與 AI 模型結合的 ADMET 性質評估及迭代優化,晶泰科技構建了活性、成藥性兼具且亞型選擇性多樣化的候選分子庫。最終經系統的體內藥效學與安全性驗證,確定泛 TEAD 抑制劑 SIGX2649 為臨床前候選化合物(PCC)。

此前,晶泰科技與希格生科合作的首個管線 SIGX1094 憑借其突破性潛力,已獲得「醫藥界諾貝爾獎」蓋倫獎(Prix Galien)提名並進入 I 期臨床。作為全球領先的 AI 藥物研發引擎,晶泰科技通過 SIGX1094、SIGX2649 等合作研發管線的連續成功,持續驗證了其 AI+ 機器人藥物研發平台的臨床轉化與商業變現能力。未來,公司將進一步發揮已獲驗證的平台優勢,廣泛參與全球創新藥的研發進程,驅動更多高潛力管線的源頭創新,助力合作夥伴加速開發具有市場潛力與差異化競爭力的創新藥物,持續為產業各方創造價值。

關於希格生科 

希格生科是全球 「類器官+AI」 藥物研發模式的先行者,是深圳市專精特新企業,並獲得國家高新技術企業認定。公司最初誕生於哈佛大學校園,於 2020 年底正式落地深圳,至今已完成近 3 億元的融資及項目資助。目前公司具有四條藥物管線,首條管線開發全球首款瀰漫性胃癌靶向藥 SIGX1094,先後獲得了美國 FDA 和中國 NMPA 的 IND 批件,並獲得美國 FDA 孤兒藥資格認定及快速通道認定,已邁入一期臨床試驗階段。

希格不僅是 Signet 的音譯,而且秉承 「希冀滿懷,格物致知」 的願景,公司利用接近病人基因組學特徵的類器官疾病模型在藥效評價及新靶點發現中的關鍵作用,結合 AI 人工智能篩選、合成和優化小分子化合物,開發 first-in-class 創新靶向藥。2025 年 4 月,美國 FDA 正式發佈聲明,明確支持類器官和 AI 技術逐步替代傳統動物實驗,充分驗證了其技術佈局的前瞻性與科學性。

關於晶泰科技

晶泰科技(「XtalPi Holdings Limited」,股份簡稱:晶泰控股,XTALPI,股票代碼:2228.HK)由三位麻省理工學院的物理學家於 2015 年創立,是一個基於量子物理、以人工智能賦能和機器人驅動的創新型研發平台。公司採用基於量子物理的第一性原理計算、人工智能、高性能雲計算以及可擴展及標準化的機器人自動化相結合的方式,為製藥及材料科學(包括農業技術、能源及新型化學品以及化妝品)等產業的全球和國內公司提供藥物及材料科學研發解決方案及服務。

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08:00
JPM 2026 | 科倫博泰CEO葛均友博士全面展示公司創新成果及未來發展戰略

成都2026年1月16日 /美通社/ -- 2026年1月12日至15日,第 44 屆摩根大通醫療健康年會(JPMHC)在美國加利福尼亞州舊金山隆重舉行。四川科倫博泰生物醫藥股份有限公司(「科倫博泰」或「公司」,6990.HK)總裁兼首席執行官葛均友博士受邀出席會議,並於當地時間 1 月 15 日上午發表主題演講,集中呈現公司在藥物研發、商業化及全球化方面的最新成果,並闡述公司的創新戰略及未來發展規劃。

自 2012 年創新啟程以來,科倫博泰已快速成長為中國創新藥領域的領導者,構建了差異化的技術平台與研發管線。依託全球領先的抗體偶聯藥物(ADC)及新型偶聯藥物(DC)技術平台 OptiDC™,公司持續推進 ADC 及新型 DC 的差異化開發,形成了治療多瘤種的梯度式管線布局。目前,科倫博泰已有蘆康沙妥珠單抗(sac-TMT,佳泰萊®)與博度曲妥珠單抗(舒泰萊®)兩款 ADC 藥物上市,覆蓋乳腺癌及肺癌兩大適應症;另有 9 款經獨特設計的 ADC 及新型 DC 藥物處於臨床階段,涵蓋雙特異性 ADC、放射性核素偶聯藥物(RDC)等前沿方向。面向乳腺癌、肺癌、消化道腫瘤這些國內高發瘤種,公司已啟動 9 項關鍵性研究,同時針對婦科腫瘤的多項 II 期臨床研究也在穩步推進。此外,公司亦布局了多個非 DC 藥物研發管線,並將適應症進一步拓展至非腫瘤領域。

過去一年,科倫博泰有多項研究成果亮相國際學術會議並發表於權威期刊:3 項入選美國臨床腫瘤學會(ASCO)口頭報告、3 項入選歐洲腫瘤內科學會(ESMO)最新突破性摘要(LBA)並作口頭報告。其中,蘆康沙妥珠單抗 OptiTROP-Lung04 研究(針對 TKI 治療後進展的 EGFR 突變非小細胞肺癌(NSCLC))結果在 ESMO 主席論壇環節重磅發布,並同步發表於《新英格蘭醫學雜誌》,彰顯其在全球範圍內的學術與臨床價值。

而在商業化層面,科倫博泰已形成具有競爭力的首批產品矩陣。核心產品 TROP2 ADC 蘆康沙妥珠單抗在中國獲批 3 項適應症,包括二線及以上三陰性乳腺癌、二線 / 三線 EGFR 突變 NSCLC;HER2 ADC 博度曲妥珠單抗於去年獲批二線及以上 HER2 陽性乳腺癌,成為該適應症首款上市的國產 HER2 ADC;此外,用於治療 RAS 野生型結直腸癌的 EGFR 單抗西妥昔單抗 N01(達泰萊®)以及用於治療鼻咽癌的 PD-L1 單抗塔戈利單抗(科泰萊®)均實現了商業化;另有一款小分子 RET 抑制劑 A400 預計年內獲批上市,屆時將在國內形成 5 款商業化產品組合。目前,公司已有 3 款商業化產品共 5 項適應症納入國家醫保,進一步惠及廣大腫瘤患者。

深耕國內市場的同時,科倫博泰也在積極拓展海外版圖,已與默沙東(MSD)、Ellipses、Windward Bio 及 Crescent Biopharma 建立深度合作,最大化管線價值和企業價值。其中,默沙東圍繞蘆康沙妥珠單抗佈局了 16 項全球 III 期臨床。

臨床與商業化的雙重突破,源於公司對創新研發的持續投入。經過在 ADC 領域十餘年的積累,科倫博泰自主打造的 OptiDC™平台可對候選藥物進行差異化的設計,結合特定靶點或靶向機制採用最合適的 Payload-linker 策略,以平衡療效和安全性。另外,公司正採用「多管齊下」的創新戰略不斷升級平台能力,通過新靶點、新載荷及多種偶聯技術,拓展腫瘤及非腫瘤領域的應用邊界。

展望未來,科倫博泰將通過五大發展策略夯實研發、技術、平台與運營根基,並推進全球化戰略升級,提升自身在海外市場產品開發、註冊以及商業化能力,進而向世界一流水平的生物製藥公司邁進。

演講材料請參見公司官網「投資者關係-投資者日曆」頁面,您可訪問網站瞭解更多詳情。

關於科倫博泰

四川科倫博泰生物醫藥股份有限公司(簡稱「科倫博泰」,股票代碼:6990.HK)是科倫藥業控股子公司,專注於創新生物技術藥物及小分子藥物的研發、生產、商業化及國際合作。公司圍繞全球和中國未滿足的臨床需求,重點布局腫瘤、自身免疫和代謝等重大疾病領域,建設國際化藥物研發與產業化平台,致力於成為在創新藥物領域國際領先的企業。公司目前擁有 30 餘個重點創新藥項目,其中 4 個項目已獲批上市,1 個項目處於 NDA 階段,10 餘個項目正處於臨床階段。公司成功構建了享譽國際的專有 ADC 及新型 DC 平台 OptiDC™,已有 2 個 ADC 項目獲批上市,多個 ADC 或新型 DC 產品處於臨床或臨床前研究階段。更多資訊請訪問官網https://kelun-biotech.com/

 

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05:08
DJIA Ends Up 292 Pts; M Stanley Up ~6% Leading Banks

The number of initial jobless claims in the US surprisingly sank to 198,000 last week, leading US bourse to open higher and drift higher on Thursday. The DJIA rallied as much as 431 points, and closed up 292 points or 0.6% at 49,442. The Nasdaq narrowed its gains, ending up 58 points or 0.3% at 23,530. The S&P 500 finished up 17 points or 0.3% at 6,944.

Banks rebounded, with Morgan Stanley (MS.US) charting fourth-quarter earnings and revenue beat, resulting in a 5.8% spike in its stock price. Goldman Sachs (GS.US) saw its fourth-quarter net profit hike by 12%, also beating expectations, with its stock price soaring 4.6%. Citi (C.US) swelled 4.5%, whereas JPMorgan (JPM.US) edged up 0.5%.

Chip makers were well-shaped, with TSMC (TSM.US) reporting a 35% YoY rise in quarterly net profit, exceeding expectations, and its ADR stock price leaping 4.4%. NVIDIA (NVDA.US) jumped up 2.1%, and Micron (MU.US) rose 1%.
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02:30
Kelun-Biotech Showcases Innovative Achievements and Future Development Strategy at the 44th Annual JPM Healthcare Conference

CHENGDU, China, Jan. 16, 2026 /PRNewswire/ -- From January 12 to 15, 2026, the 44th J.P. Morgan Healthcare Conference (JPMHC) was held in San Francisco, California, USA. Dr. Ge Michael, President and CEO of Sichuan Kelun-Biotech Biopharmaceutical Co., Ltd. ("Kelun-Biotech" or the "Company", 6990.HK), was invited to attend the conference and delivered a keynote speech on the morning of January 15 (local time) and presented the Company's latest achievements in drug R&D, commercialization, and globalization, and outlined its innovation strategy and future development plans.

Since initiating its innovation journey in 2012, Kelun-Biotech has rapidly emerged as a leader in China's innovative drug field, building differentiated technology platforms and robust R&D pipelines. Leveraging its global leading OptiDC™ platform for antibody-drug conjugates (ADCs) and novel drug conjugates (DCs), the Company continuously advances the differentiated development of ADCs and novel DCs, forming a gradient portfolio for treating multiple tumor types. Currently, Kelun-Biotech has two ADC products on market: sacituzumab tirumotecan (sac-TMT, 佳泰莱®) and trastuzumab botidotin (舒泰莱®), covering breast cancer and lung cancer indications. Additionally, nine uniquely designed ADC and novel DC drugs—including cutting-edge directions such as bispecific ADC and radiopharmaceutical conjugate (RDC) are in clinical stage. For high-incidence tumor types in China, such as breast cancer, lung cancer, and gastrointestinal tumors, the Company has initiated nine pivotal studies, while multiple Phase II clinical studies targeting gynecological tumors are progressing steadily. Furthermore, Kelun-Biotech has also developed several non-DC candidates and expanded indications into non-oncology areas.

Over the past year, Kelun-Biotech has presented multiple research findings at international academic conferences and published in authoritative journals: three were selected for oral presentations at the American Society of Clinical Oncology (ASCO) annual meeting, and three were selected as Late-Breaking Abstracts (LBA) for oral presentations at the European Society for Medical Oncology (ESMO) Congress. Among these, the results of the OptiTROP-Lung04 study of sac-TMT for treating EGFR-mutant Non-Small Cell Lung Cancer (NSCLC) after TKI therapy were presented at the Presidential Symposium session of ESMO and simultaneously published in The New England Journal of Medicine, highlighting its global academic and clinical value.

In terms of commercialization, Kelun-Biotech has formed a competitive initial product portfolio. Its core product, the TROP2-directed ADC sac-TMT, has been approved in China for three indications: second-line and above triple-negative breast cancer, second-line and third-line EGFR-mutated NSCLC. The HER2-directed ADC trastuzumab botidotin was approved last year for second-line and above HER2-positive breast cancer, becoming the first domestically developed HER2-directed ADC approved for this indication. Furthermore, the anti-EGFR monoclonal antibody Cetuximab N01 (达泰莱®) for RAS wild-type colorectal cancer and the anti-PD-L1 monoclonal antibody tagitanlimab (科泰莱®) for nasopharyngeal carcinoma have been launched. Another small-molecule RET inhibitor A400 is expected to be approved within the year, bringing the total number of commercialized products in China to five. Currently, three of the Company's commercialized products, covering five indications, have been included in the National Reimbursement Drug List (NRDL), further benefiting a broad population of cancer patients.

While strengthening its presence in the domestic market, Kelun-Biotech is actively expanding overseas. It has established collaborations with MSD, Ellipses, Windward Bio and Crescent Biopharma to maximize the value of its pipeline value and corporate worth. Among these, MSD is evaluating 16 global Phase III clinical studies of sac-TMT.

The breakthroughs in both clinical development and commercialization are driven by the Company's sustained investment in innovative R&D. With over a decade of accumulation in the ADC field, Kelun-Biotech's proprietary OptiDC™ platform enables differentiated design of drug candidates, which combines specific targets or targeting mechanisms with the most suitable payload-linker strategy to balance efficacy and safety. Additionally, the company is adopting a "multi-pronged" innovation strategy to continuously enhance platform capabilities. By exploring novel targets, new payloads, and diverse conjugation technologies, it is expanding the application boundaries across both oncology and non-oncology fields.

Looking ahead, Kelun-Biotech will consolidate its foundations in R&D, technologies, platforms, and operations by executing five key development strategies. Concurrently, the Company will elevate its globalization strategy, enhancing its capabilities in product development, registration, and commercialization in ex-China market, advancing on its path to becoming a world-class biopharmaceutical company.

Please refer to the "Investor Relations-Investor Calendar" page of the company's official website for the presentation materials. You can visit the website for further details.

About Kelun-Biotech

Kelun-Biotech (6990.HK) is a holding subsidiary of Kelun Pharmaceutical (002422.SZ), which focuses on the R&D, manufacturing, commercialization and global collaboration of innovative biological drugs and small molecule drugs. Kelun-Biotech focuses on major disease areas such as solid tumors, autoimmune, and metabolic diseases, and in establishing a globalized drug development and industrialization platform to address the unmet medical needs in China and the rest of world. Kelun-Biotech is committed to becoming a leading global enterprise in the field of innovative drugs. At present, Kelun-Biotech has more than 30 ongoing key innovative drug projects, of which 4 projects have been approved for marketing, 1 project is in the NDA stage and more than 10 projects are in the clinical stage. Kelun-Biotech has established one of the world's leading proprietary ADC and novel DC platforms, OptiDC™, and has 2 ADC projects approved for marketing, and multiple ADC and novel DC assets in clinical or preclinical research stage. For more information, please visit https://en.kelun-biotech.com/

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01:24
Memory Shortage May Limit Nvidia H200 Chip Exports to CN

Owing to tight memory chip supply, the number of export licenses granted by the US to Nvidia (NVDA.US) for selling H200 AI processors to Chinese customers will be limited, said John Moolenaar, a Republican member of the US House of Representatives and Chairman of the Select Committee on the Chinese Communist Party, on Thursday.

This situation arose from new export rules announced by the US Department of Commerce this week.

A spokesperson for Nvidia responded that the company, having always managed its supply chain neatly, is able to fulfill all approved H200 orders without affecting other products or customers.
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