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2026-09-03
13:20
Everest Medicines Announces China NMPA Approval of CARDAMYST® for the Conversion of Acute Symptomatic Episodes of Paroxysmal Supraventricular Tachycardia (PSVT) to Sinus Rhythm in Adults

SHANGHAI, Sept. 3, 2026 /PRNewswire/ -- Everest Medicines (HKEX 1952.HK, "Everest", or the "Company"), a biopharmaceutical company focused on the discovery, clinical development, manufacturing, and commercialization of innovative therapeutics, today announced that China's National Medical Products Administration (NMPA) has approved CARDAMYST® (etripamil) for the conversion of acute symptomatic episodes of paroxysmal supraventricular tachycardia (PSVT) to sinus rhythm in adults. As Everest's first innovative therapy approved in the cardiovascular field, CARDAMYST further expands the Company's cardiovascular portfolio. The approval marks another important milestone in the execution of Everest's commercialization strategy and reinforces the Company's capability to bring innovative therapies to patients in China.

CARDAMYST (etripamil) nasal spray is a novel, rapid-acting calcium channel blocker administered as needed via a convenient, portable nasal spray. It offers rapid onset of action, favorable tolerability, and the potential for at-home self-administration, enhancing patient accessibility. CARDAMYST is currently the only self-administered treatment for adults with PSVT to rapidly treat episodes. Treatment effects observed as early as five minutes after administration, with nearly two-thirds of patients achieving conversion to sinus rhythm within 30 minutes, reducing the need for emergency medical interventions and filling a critical gap in out-of-hospital, self-administered treatment options for acute symptomatic episodes of PSVT in China.

The approval of CARDAMYST was supported by the global pivotal Phase III RAPID trial and the Phase III JX02002 study in China. Both studies met their primary endpoints. The RAPID trial achieved its primary endpoint with 64% of participants who self-administered etripamil (N=99) converting from supraventricular tachycardia (SVT) to sinus rhythm within 30 minutes compared to 31% on placebo (N=85) (HR = 2.62; p<0.001). The study results were published in The Lancet in 2023.  In the JX02002 study, among participants with PSVT episodes (N=84), a greater number of patients receiving etripamil achieved conversion to sinus rhythm within 30 minutes, compared with placebo (N=84) (hazard ratio [HR] = 3.002; p=0.0005). In December 2025, CARDAMYST was approved by the U.S. Food and Drug Administration (FDA), becoming the first and only self-administered nasal spray in more than 30 years capable of converting paroxysmal supraventricular tachycardia (PSVT) to sinus rhythm in adults.

PSVT is a type of tachyarrhythmia characterized by the sudden onset and termination of episodes of rapid, regular heart rhythm. The heart rate spike is unpredictable and may last several hours. The rapid heart rate often causes disabling severe palpitations, shortness of breath, chest discomfort, dizziness or lightheadedness, and distress, forcing patients to limit their daily activities. There are currently no approved self-administered, fast-acting, non-injectable therapies for acute PSVT, leaving patients with limited treatment options beyond emergency care. Approximately 2.3 to 4 per 1,000 individuals are affected by PSVT, representing an estimated 3 to 6 million patients in China. 

"PSVT episodes are often sudden and unpredictable and can significantly impact patients' quality of life. The management of acute PSVT episodes in China has long relied primarily on hospital-based emergency care, highlighting the need for an on-demand treatment option that patients can self-administer outside of healthcare settings," said Professor Changsheng Ma, M.D., Principal Investigator of the Phase III JX02002 study, Director of Cardiology Department at Beijing Anzhen Hospital, and President of the Chinese Society of Cardiology, Chinese Medical Association, "The approval of CARDAMYST addresses a critical unmet need by introducing the first innovative therapy that enables patients to self-administer treatment for acute PSVT episodes in China. Both the global pivotal Phase III RAPID trial and the China Phase III JX02002 study demonstrated its rapid onset, robust efficacy, and favorable safety profile. In the RAPID trial, CARDAMYST achieved a conversion rate of 64% within 30 minutes. Its efficacy in Chinese patients was further confirmed in the JX02002 study, conducted across 48 leading clinical centers in China. CARDAMYST was generally well tolerated, with predominantly mild adverse events, and significantly reduced the need for emergency department visits. We believe this innovative therapy has the potential to transform the treatment paradigm for acute PSVT episodes by enabling timely, patient-initiated treatment, reducing the need for emergency medical intervention, and ultimately improving patients' quality of life."

"The approval of CARDAMYST marks an important milestone, introducing the first out-of-hospital, patient-administered treatment option for acute PSVT episodes in China. This innovative therapy has the potential to shift the management of acute PSVT episodes beyond hospital-based emergency care and help ease the burden on healthcare systems. Patients with PSVT often require emergency medical care during episodes, leaving them with the anxiety and uncertainty associated with unpredictable recurrences," said Mr. Rogers Yongqing Luo, Chief Executive Officer of Everest Medicines. "As the only innovative therapy currently available that enables patients to self-administer treatment for PSVT episodes outside of healthcare settings, CARDAMYST offers a new on-demand treatment option. With treatment effects observed as early as five minutes after administration, CARDAMYST enables patients to manage episodes outside of a healthcare setting, giving them greater control over their condition and potentially reshaping the treatment paradigm for PSVT in China. Leveraging our proven commercialization capabilities, we look forward to accelerating the launch of CARDAMYST in China to address the significant unmet needs of patients with PSVT and realize its long-term clinical and societal value."

CARDAMYST is also in Phase III clinical development for atrial fibrillation with rapid ventricular response (AFib-RVR), with positive Phase II results supporting its advancement. CARDAMYST has the potential to benefit more than 12 million patients in China, including those with PSVT and AFib-RVR.

About CARDAMYST® (etripamil) Nasal Spray
Etripamil is a novel calcium channel blocker developed by Milestone Pharmaceuticals Inc. (Nasdaq: MIST). It is designed as a rapid-response therapy for episodic cardiovascular conditions. As a self-administered nasal spray, etripamil has the potential to shift treatment from emergency department-based care to a patient-managed setting. In May 2021, JIXING (now CORXEL) and Milestone entered into an exclusive license agreement for the development and commercialization of investigational drug etripamil for PSVT and other cardiovascular indications in Greater China ("Milestone License Agreement").  

In March 2026, Everest Medicines entered into an asset purchase agreement with CORXEL Pharmaceuticals to acquire the rights to develop, commercialize, and manufacture CARDAMYST in Greater China.

About Everest Medicines
Everest Medicines is a biopharmaceutical company focused on discovering, developing, manufacturing and commercializing innovative pharmaceutical products that address critical unmet medical needs for patients in global markets. The management team of Everest Medicines has deep expertise and an extensive track record both in China and with leading global pharmaceutical companies.


The Company's therapeutic areas of focus include autoimmune, ophthalmology, critical care, and CKM (cardiovascular, kidney, and metabolic) diseases. Everest Medicines has developed a fully integrated commercialization platform that combines omnichannel commercial capabilities with end-to-end product lifecycle management. Leveraging its proprietary mRNA platform, the Company is advancing its existing pipeline, including mRNA in vivo CAR-T and mRNA cancer vaccines, while selectively expanding into additional high-value therapeutic areas with blockbuster potential, and accelerating its global expansion. For more information, please visit the Company's website: www.everestmedicines.com.

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12:59
Daiwa: CN NEV Order Vol. Slows WoW; ZEEKR and XPENG Show Relative Resilience

Based on weekly NEV order data, China's NEV market deteriorated in week 35, with total orders ebbing 6% WoW to 124,000 units, Daiwa noted. Orders for August MTD reached 514,000 units, down 33% MoM, indicating relatively weak overall demand toward month-end.

At the brand level, ZEEKR under GEELY AUTO (00175.HK) logged the strongest WoW growth, rising 14%. XPENG-W (09868.HK) and LI AUTO-W (02015.HK) also lifted 10% and 6%, respectively, outperforming the broader market. In contrast, Harmony Intelligent Mobility Alliance (HIMA) plunged 34% WoW, while XIAOMI-W (01810.HK) and Geely Galaxy sank 18% and 9% WoW, respectively, reflecting weaker order momentum. Orders for BYD COMPANY (01211.HK) edged down 3% WoW.

Looking ahead, the broker projected order momentum to remain broadly stable, supported by launches of new vehicle models and improving performance at certain brands. However, intense industry competition and uneven demand across automakers may keep overall market growth moderate.
~

AASTOCKS Financial News
Website: www.aastocks.com

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11:21
環保行業走向存量提質 光大環境(00257.HK)「運營質效提升+成本管控」釋放利潤空間成範例

香港2026年9月3日 /美通社/ -- 環保行業從增量擴張走向存量提質挖潛,企業價值的觀察窗口正在從「投了多少項目」轉向「既有項目產出了多少效益」。垃圾進廠量、發電量、供熱供汽量、污水處理量能否持續增長,單位成本能否穩步下降,決定了重資產運營能否轉化為更扎實的盈利能力。光大環境2026年上半年業績顯示,集團運營端量效齊升,精細化管理和數智化工具正共同推動存量資產釋放結構性利潤空間。

核心指標全面向好,存量業務產出效率持續提升

2026年上半年,光大環境運營總體穩中有升。垃圾發電產能利用率達到108%,同比提升2.7個百分點,垃圾進廠量同比增長2%,污水處理量同比增長6%,生物質處理量同比增長4%,餐廚及廚余垃圾處理量同比增長2%。這些指標共同指向一個變化:增長不只來自新項目投運,也來自存量項目處理能力和設備效率的持續改善。

聚焦集團三大業務板塊:環保能源板塊的垃圾發電項目平均每噸入爐垃圾發電量為461千瓦時,上網電量約90.26億千瓦時,同比增長2%;供熱供汽量約182.8萬噸,同比增長11%;餐廚及廚余垃圾處理量約108.1萬噸,同比增長2%。在鞏固重資產基本盤的同時,板塊上半年新簽各類輕資產服務52項,合同總額約人民幣1.72億元,其中不乏運營經驗對外輸出的業務案例。環保水務板塊的污水處理量約8.89億立方米,同比增長6%,中水回用量約1,997.5萬立方米,同比增長3%,2座污水處理廠獲批上調服務費,調價幅度為8%至35%。綠色環保板塊的垃圾進廠量、生物質原材料處理量、供熱供汽量分別同比增長2%、4%和19%,售汽量與供熱收益同步提升,顯示既有項目的綜合利用價值仍在被挖掘。

增效與降本同時發力,利潤空間有望持續釋放

運營量增長之外,成本端的變化更能體現管理質量。上半年,光大環境資金成本、入廠每噸垃圾處理成本、噸水藥劑成本及電耗、危固廢處理項目單位營業成本等核心成本均呈下降態勢。對已進入穩定運營階段的環保項目而言,工藝優化、集中採購、設備監管和能源利用效率的改善,會直接作用於項目收益,並增強經營對外部波動的抵禦能力。

集團的降本增效貫穿不同板塊。環保水務通過工藝優化、低碳碳源替代、智慧化監控和大宗物資集中採購,對衝藥劑價格波動壓力;綠色環保對重點幫扶項目實施「一企一策」,多個危固廢項目實現扭虧為盈或大幅減虧;環保能源則通過提升發電、供熱供汽等環節效率,放大單位處理量的產出。

經營質量的改善已反映在盈利指標上。上半年集團收益為141.81億港元,同比減少1%,值得留意的是,除利息、稅項、折舊及攤銷前盈利為63.07億港元,同比增長4%;本公司權益持有人應佔盈利24.31億港元,同比增長10%,每股基本盈利39.58港仙,同比增長10%;同樣反映其成本管控成效體現到利潤層面。在收益結構方面,隨著新項目陸續投運,運營服務收益佔整體收益比重由2025年上半年的70%提升至2026年上半年的76%,收入結構轉型進一步鞏固。量增、成本下降與運營收益佔比提升形成合力,利潤彈性因此具備繼續釋放的基礎。

運營質量的改善同樣體現在回款端。集團上半年的應收賬款回收率同比改善,較去年上半年提升6.5個百分點至86%。而今年5月以來,國補結算也轉向常態化,撥付與確權進度均有所加快。

AI參與運營,數智化成為降本增效的隱形推手

光大環境的數智化建設已從平台搭建走向現場運營。上半年,客戶管理平台(CRM)和業財一體化平台全面上線,集團編制首份人工智能整體建設規劃,推動AI進入辦公、招採、財務等場景,五大科技樣板間建設同步推進。

在蘇州智慧電廠樣板間,人工抄表減負80%,設備監盤強度降低30%,物流效率提升10%,物料實現全程可追溯;濟南智慧水廠通過智能化巡檢自主識別安全隱患,噸水處理成本預計可降低20%;鐘祥生物質智慧料場實現常態化無人值守和AI自動預警,堆取料效率提升20%,取樣準確率超過99%,預計每年節約人工與燃料成本超過400萬元。AI不再只是後台工具,而是參與生產、巡檢、調度和預警的運營力量。

這種「技術投入能夠量化為運營結果」的路徑,也獲得國家級數字生態場景認可。光大環境「大語言模型賦能運營小紅書」案例入選第九屆數字中國建設峰會發佈的《數字生態文明典型應用匯編》,與集團在智慧電廠、智慧水廠和智慧料場的實踐相互印證。

從核心運營指標全面改善,到成本結構持續優化,再到AI深入生產現場,光大環境正在把重資產規模轉化為可複製、可追蹤的運營能力。隨著「十五五」戰略開局,傳統業務提質增效、數字資產價值挖掘和新場景落地有望繼續推進,運營質效將成為集團釋放利潤空間、增強發展韌性的重要抓手。

 

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09:21
NVIDIA Jensen Huang Urges G20 to Accelerate AI Adoption, Says Responsibility for Safe AI Development Lies With Companies Rather Than Govt

NVIDIA Corporation (NVDA.US) CEO Jensen Huang called on G20 nations to accelerate the adoption of AI and expand data centers and other infrastructure to promote economic growth.

He said every country needs to build infrastructure in order to support its own economy, describing AI as a "great equalizer". For a country, the "worst outcome" would be to "fall behind".

If public and policymaker fears about AI are allowed to dominate discussions surrounding the technology, countries could lag behind in AI development, he said.

He also suggested that governments should adopt strict regulatory measures for AI, while stating that responsibility for ensuring product safety should rest with companies rather than government officials.

As the technology remains at an early stage of development, regulation should target actual existing harms instead of theoretical hypothetical risks, and every company must take responsibility for developing the technology safely.
~

AASTOCKS Financial News
Website: www.aastocks.com

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08:58
Berkshire Hathaway CEO Views Alphabet as Key Participant in AI Sector After USD17B Stake Increase in 2Q

Berkshire Hathaway CEO Greg Abel said in an interview with CNBC on Wednesday that the conglomerate's large-scale investment in Google parent Alphabet Inc. (GOOGL.US) reflects its view that the tech giant is a "key participant" in the AI sector.

Abel said Berkshire Hathaway has a clear understanding of the impact of AI across its portfolio companies, while Google holds a strong position in the emerging technology field.

He added that the group can clearly observe AI applications and the benefits they generate through its portfolio companies, which has further increased its interest in the sector.

According to filings submitted by Berkshire Hathaway to the U.S. Securities and Exchange Commission, the company increased its holdings of Alphabet shares by USD17 billion in 2Q26, making it the third-largest holding in Berkshire Hathaway's equity investment portfolio.
~

AASTOCKS Financial News
Website: www.aastocks.com


This article was automatically translated by AI, the Chinese version should be considered the authoritative version. AASTOCKS.com Limited does not guarantee its accuracy or completeness and accepts no liability for any damages or losses arising from the use of this translation.

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05:00
Ivonescimab Meets Overall Survival Key Secondary Endpoint in Interim Analysis of Phase III HARMONi-2 Study, Demonstrating Statistically Significant and Clinically Meaningful Benefit Versus Pembrolizumab in First-Line PD-L1-Positive NSCLC

HONG KONG, Sept. 3, 2026 /PRNewswire/ -- Akeso, Inc. (9926.HK) ("Akeso" or the "Company") today announced that a pre-specified interim analysis of overall survival (OS) in the HARMONi-2 (AK112-303) trial, as assessed by the Independent Data Monitoring Committee (IDMC), met the key secondary endpoint of OS. The results demonstrated that ivonescimab showed statistically significant and clinically meaningful improvement over pembrolizumab.

HARMONi-2 is a randomized, double-blind, multicenter, registrational Phase III trial evaluating ivonescimab, Akeso's first-in-class PD-1/VEGF bispecific antibody, versus pembrolizumab as first-line treatment for patients with locally advanced or metastatic non-small cell lung cancer (NSCLC) whose tumors express PD-L1 (TPS ≥1%).

Detailed data from the interim OS analysis will be presented at an upcoming international medical conference and published in a peer-reviewed journal.

In May 2024, at a prespecified interim analysis conducted by the IDMC, ivonescimab met its primary endpoint of progression-free survival (PFS) in the HARMONi-2 study, with a median PFS of 11.14 months versus 5.82 months for pembrolizumab. HARMONi-2 is the first randomized, double-blind Phase III trial to show a significant positive outcome against pembrolizumab in this setting.

In 2025, this indication received regulatory approval in China. The approval removed previous restrictions on the use of VEGF-targeted agents in patients with squamous histology and provided a chemotherapy-free treatment option that has been well received in clinical practice.

Dr. Yu Xia, Founder, Chairwoman, President and Chief Executive Officer of Akeso: 

"We are pleased that the fourth Phase III study of an ivonescimab-based regimen has now demonstrated statistically significant benefit in both overall survival and progression-free survival. These results further reinforce the clinical value of ivonescimab in the treatment of lung cancer. 

We thank the investigators, clinical teams and patients who participated in the HARMONi-2 study for their important contributions. 

To date, ivonescimab has achieved dual positive OS and PFS outcomes across multiple Phase III head-to-head trials versus PD-1/PD-L1 therapies. This growing body of evidence strengthens our confidence in its potential across a broader range of solid tumors. With its unique dual mechanism of action combining immunotherapy and anti-angiogenesis, we believe ivonescimab offers a more effective treatment option for patients and will contribute meaningfully to the evolving oncology treatment landscape."

About Akeso

Akeso (HKEX: 9926.HK) is a leading biopharmaceutical company committed to the research, development, manufacturing and commercialization of the world's first or best-in-class innovative biological medicines. Founded in 2012, Akeso has built a comprehensive R&D innovation ecosystem anchored by its proprietary Tetrabody antibody technology platform, AI-powered drug R&D platform, Dual-Shield ADC technology platform, Dual-Lock T-cell engager (TCE) technology platform, Tissue-Smart siRNA/mRNA technology platform, and cell therapy technology platforms.

Backed by world-class GMP manufacturing facilities and a highly efficient, integrated commercialization system, Akeso has developed into a globally competitive biopharmaceutical enterprise. Leveraging its fully integrated, multi-functional platform, the company maintains a robust pipeline of more than 50 innovative assets targeting cancer, autoimmune diseases, inflammation, metabolic disorders, and other major therapeutic areas. Of these, nearly 30 candidates have advanced into clinical trials, including 15 bispecific or multispecific antibodies and bispecific ADCs. Eight innovative drugs are commercially available, and two additional drugs with three indications are currently under regulatory review for marketing approval.

Akeso is committed to becoming a global leader in biopharmaceuticals through efficient and breakthrough innovation in R&D, developing novel therapies that are first-in-class or best-in-class, and providing better disease solutions for patients around the world.

Forward-Looking Statements

This announcement by Akeso, Inc. (9926.HK, "Akeso") contains "forward-looking statements". These statements reflect the current beliefs and expectations of Akeso's management and are subject to significant risks and uncertainties. These statements are not intended to form the basis of any investment decision or any decision to purchase securities of Akeso. There can be no assurance that the drug candidate(s) indicated in this announcement or Akeso's other pipeline candidates will obtain the required regulatory approvals or achieve commercial success. If underlying assumptions prove inaccurate or risks or uncertainties materialize, actual results may differ materially from those set forth in the forward-looking statements.

Risks and uncertainties include but are not limited to, general industry conditions and competition; general economic factors, including interest rate and currency exchange rate fluctuations; the impact of pharmaceutical industry regulation and health care legislation in the P.R. China, the United States and internationally; global trends toward health care cost containment; technological advances, new products and patents attained by competitors; challenges inherent in new product development, including obtaining regulatory approval; Akeso's ability to accurately predict future market conditions; manufacturing difficulties or delays; financial instability of international economies and sovereign risk; dependence on the effectiveness of the Akeso's patents and other protections for innovative products; and the exposure to litigation, including patent litigation, and/or regulatory actions.

Akeso does not undertake any obligation to publicly revise these forward-looking statements to reflect events or circumstances after the date hereof, except as required by law.

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2026-09-02
18:00
Trip.com Group Limited to Report Second Quarter and First Half of 2026 Financial Results on September 15, 2026 U.S. Time

SINGAPORE, Sept. 2, 2026 /PRNewswire/ -- Trip.com Group Limited (Nasdaq: TCOM; HKEX: 9961), a leading one-stop travel service provider of accommodation reservation, transportation ticketing, packaged tours and corporate travel management, will announce its financial results for the three months and six months ended June 30, 2026 on Tuesday, September 15, 2026, U.S. Time, after the market closes.

Trip.com Group's management team will host a conference call at 8:00 PM U.S. Eastern Time on September 15, 2026 (or 8:00 AM on September 16, 2026 in the Hong Kong Time) following the announcement.

The conference call will be available on Webcast live and replay at: http://investors.trip.com. The call will be archived for twelve months at this website.

All participants must pre-register to join this conference call using the Participant Registration link below:
https://register-conf.media-server.com/register/BI2674f539340943acacf4a39cf6d51444.

Upon registration, each participant will receive details for this conference call, including dial-in numbers and a unique access PIN. To join the conference, please dial the number provided, enter your PIN, and you will join the conference instantly.

About Trip.com Group Limited

Trip.com Group Limited (Nasdaq: TCOM; HKEX: 9961) is a leading global one-stop travel platform, integrating a comprehensive suite of travel products and services and differentiated travel content. It is the go-to destination for many travelers in Asia, and increasingly for travelers around the world, to explore travel, get inspired, make informed and cost-effective travel bookings, enjoy hassle-free on-the-go support, and share travel experience. Founded in 1999 and listed on Nasdaq in 2003 and HKEX in 2021, the Company currently operates under a portfolio of brands, including Ctrip, Qunar, Trip.com and Skyscanner, with the mission "to pursue the perfect trip for a better world."

For further information, please contact:

Investor Relations
Trip.com Group Limited
Email: [email protected]

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11:54
光大環境(00257.HK)中報深讀:科技創新底色走向「產業」

香港2026年9月2日 /美通社/ -- 在傳統環保行業告別大規模資本開支(CAPEX)驅動的重資產建造時代後,市場對環保企業的評價體系也發生根本性改變。過去評估一家環保企業看的是「資產規模與項目數量」,而未來決定企業上限的,則是「技術高度與成果產業化效率」。光大環境(00257.HK)早前在其2026年中期業績交出了一份亮眼的答卷:上半年歸母淨利潤同比升10%至24.31億港元,營運服務收益佔比由去年上半年的70%躍升至76%。更具深遠意義的是,公司科技創新的底色正完成從「實驗室研發」向「產業化變現」的關鍵跳躍,科技引領正成為其穿越行業週期、驅動長遠增長的核心引擎。

五大科技樣板間全面鋪開,從「試點」走向「標杆可複製」

科技創新的價值,最終體現在對營運質效的提升上。光大環境全面啟動「五大科技樣板間」建設,將數智技術深植於營運場景中。在已建成的山東濟南智慧水廠樣板間,通過智慧化監控與低碳工藝優化,單位污水處理成本可成功降低20%;在湖北鐘祥生物質智慧料場,堆取料效率提升20%,實現人工智能自動預警與常態化無人值守,每年節約人工與燃料成本超過400萬元人民幣;而江蘇蘇州智慧電廠、湖南益陽飛灰綜合減量(預計減量25%)及山東膠州節能增效樣板間的建設亦已啟動。光大環境於中國各省推動的科技樣板間建設,證明了公司的科技創新正在穩步成為能帶來可量化經濟效益的營運利器。

小微型爐填補國內空白  打通出海「最後一公里」

如果說科技樣板間是對內降本增效的新舉措,那麼小微型爐的落地外銷則是輕資產業務的積極突圍。

在固廢處置領域,大型城市垃圾焚燒發電市場日趨飽和,而縣域、高原及偏遠地區的小微型固廢處置一直存在技術與經濟性的國內空白。光大環境自主研發的首台套10噸/日小微型生活垃圾焚燒裝備在鎮江成功試運行,經權威鑑定達到國際領先水平,一舉填補了內地10噸/日以下小微型處置規模的技術空白。

這項技術突破不僅打通了國內偏遠地區垃圾無害化處置的「最後一公里」,更具備極強的裝備出口屬性。上半年,該小微型爐裝備成功中標馬來西亞項目,引領公司裝備製造與技術服務加速走向海外,打造出光大環境輕資產出海的全新名片。

小微型在國內外的推廣落地成效也標志著公司商業模式由「投資運營商」向「標準化裝備+技術解決方案供應商」的轉型。

從實驗室到商業化,技術變現按下加速鍵

從研發成果到商業訂單的轉化速度,是檢驗企業科技含金量的試金石。上半年,光大環境在廢舊動力電池回收高值資源化技術領域實現商業化突破,成功簽約四川氫氧化鋰及電池級碳酸鋰項目,合約金額近2.5億元人民幣,意味着這項自主研發的技術得到變現機會。

在學術與權威認可方面,集團「生物質定向熱轉化關鍵技術與裝備」榮獲2025年度國家科學技術進步獎二等獎,另斬獲4項省部級獎項,涵蓋固廢資源化裝備、風電葉片處置、數字生態等領域。截至2026年6月底,集團當期新獲授權知識產權58項,累計高達2,398項(含發明專利403項),展現出極高的技術壁壘與創新生態。

從單點技術攻關到數智賦能全產業鏈,從國內城鎮覆蓋到海外輕資產輸出,光大環境的轉型路徑極具行業啟示意義。在政策引導「十五五」綠色轉型、國補結算實現常態化的大背景下,光大環境正將2,300多項專利從紙面專利轉化為業績報告上的運營收益。當技術不再依附於項目建設,而是作為具有獨立性的產品和服務時,市場對這家環保龍頭的估值邏輯,亦有望隨着運營收益佔比持續提升與海外輕資產收入貢獻增加,迎來系統性重估。

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10:49
Wire: NVIDIA May Forge USD14B Acquisition of AI Startup Hugging Face as Early as This Week

NVIDIA Corporation (NVDA.US) is in advanced talks to acquire AI startup Hugging Face, with the total transaction value potentially reaching about USD14 billion, Bloomberg, citing sources, reported.

NVIDIA could reportedly forge an agreement to acquire Hugging Face for USD12.9 billion as early as this week. The deal may also include a USD1 billion employee retention package for Hugging Face staff.

NVIDIA is already one of the investors in Hugging Face. Other backers include Google, Amazon.com, Inc. (AMZN.US), Intel Corporation (INTC.US) and Salesforce, Inc. (CRM.US).
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10:14
AI Startup Manus Resumes Independent Operations

After the acquisition by Meta Platforms, Inc. (META.US) was called off, Manus issued an announcement on its official website yesterday, declaring that it has officially resumed independent operations with immediate effect.

The founding team will continue to lead the company and remain firmly committed to product innovation while advancing the development of general AI agents for users worldwide.

Going forward, the company will continue expanding the capability boundaries of general AI agents, transforming new capabilities into products to help users tackle complex tasks and achieve more in daily life and work.

Earlier market reports indicated that TENCENT (00700.HK), together with HongShan and ZhenFund, planned to repurchase Manus shares from Meta. The total consideration was expected to be broadly similar to the amount paid by Meta, at about USD2 billion.

In addition, according to Caixin, TENCENT acquired the Manus stake held by U.S. venture capital firm Benchmark, replacing it as Manus' largest shareholder.
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