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2026-09-04
17:27
積極響應港人北上需求,HopeGoo推出「酒店超級品牌日」

香港2026年9月4日 /美通社/ -- 隨著2026暑期正式收官,港人北上熱度依然不減。9月4日,同程旅行(0780.HK)旗下國際旅行平臺HopeGoo發布暑期旅遊趨勢顯示,港人北上住宿需求呈現明顯結構變化:高品質酒店預訂熱度按年升近五成,親子主題房、家庭套房等房型預訂增速尤為突出。同時,港人的出遊半徑也正從傳統一線城市,向高鐵兩小時內的高鐵圈城市加速擴散。

住宿升級:從「一日遊」走向「深度多日遊」

根據HopeGoo數據,暑期港人通過平臺預訂內地酒店的整體熱度持續攀升。其中,高品質酒店佔整體酒店訂單比重超過四成,與此同時,願意在同一目的地停留更長時間的「連住訂單」熱度同比增長超過35%,充分反映港人的北上模式正從早期的「即日往返購物」,升級為「多日深度度假」。

在目的地選擇上,「去中心化」趨勢明顯。除深圳、廣州繼續位列熱門目的地的前兩位外,珠海、惠州、東莞、佛山、汕尾等城市同樣位居港人預訂前列。此外,在高鐵直連香港的便利之下,加上溫泉與僑鄉等特色度假資源本身的吸引力,清遠、江門等新興目的地正逐步進入港人北上的視野,港人北上的住宿半徑也隨之持續向外延伸。

HopeGoo平臺相關負責人表示:「從實際預訂結構來看,港人對內地住宿的需求正在全面升級——他們不僅停留更久、走得更遠,也更願意為高品質及新開業酒店體驗付費。這背後正反映出港人消費從『買商品』向『買體驗』的結構性轉變。」

HopeGoo聯手國際與連鎖品牌推6折優惠

為響應這一市場趨勢,HopeGoo於近期推出「酒店超級品牌日」專題活動,聚焦高星級酒店及新開業酒店,全場低至6折。活動同步推出9.9元超值券包,內含3張95折酒店通用券及3張高額立減券(最高立減288元),可供用戶在折扣基礎上疊加使用。

據了解,參與品牌覆蓋希爾頓、凱悅、香格里拉、萬豪、雅高等國際酒店集團,以及錦江、亞朵、全季等舒適型連鎖品牌。用戶在HopeGoo App搜索「酒店超級品牌日」即可進入活動頁面。

業內人士指出,隨著大灣區「一小時生活圈」日趨成熟,跨境住宿已成港人假期出行的新常態。HopeGoo藉此契機切入高星與新開業酒店市場,有望進一步點燃港人週末及短假期的「北上微度假」熱潮。

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11:51
光大環境(00257.HK)海外突破加速,新增長曲線正在成型

香港2026年9月4日 /美通社/ -- 在中國企業出海逐步向全球產業鏈扎根的大趨勢下,光大環境(00257.HK)在2026年中期業績交出的,不只是營運質效持續提升的答卷,更是一份國際化從點狀突破走向系統化輸出的戰略升級藍圖。從重資產項目的關鍵突破,到設備供貨、設計諮詢和技術服務等輕資產業務在新市場落地,公司的海外拓展正由點狀嘗試走向多區域、多模式協同推進。截至2026630日,光大環境海外市場佈局已覆蓋20個國家,其中輕資產業務累計佈局17個海外國家;回顧期內更突破4個海外新市場。投資、建設、營運與裝備、技術服務並行,正為公司打開新的增長空間。

輕重資產雙輪驅動 海外佈局由點及面

光大環境此次海外拓展的特點,在於重資產投資與輕資產輸出同步推進。重資產項目建立長期營運能力,輕資產業務則依託設備供貨、設計諮詢及技術服務,更靈活地切入不同市場。公司已成功拓展菲律賓、新加坡及塞舌爾等市場,具體包括新加坡煙囪供貨服務、菲律賓馬尼拉火力發電項目設計服務,以及塞舌爾生活垃圾焚燒發電與衛生填埋協同處置項目技術諮詢服務,同時取得越南後江備件採購訂單。

這些業務覆蓋供貨、設計、諮詢與備件服務等多個環節,反映公司正將既有產業鏈能力轉化為可複製的解決方案。2026年上半年,集團在中國境內外新簽署各類輕資產業務合同總額約人民幣10.44億元,涵蓋垃圾發電、供熱供汽、污水處理、設備供貨及技術服務等;其中,裝備製造板塊同期簽署外銷成套設備合同5份,合同金額約人民幣2.66億元,涉及焚燒爐、煙氣淨化系統設備等。當服務輸出與裝備外銷相互協同,海外拓展便具備更豐富的產品與收入層次。更重要的是,輕資產模式的資金佔用較低、周轉更快,能夠在重資產項目投運前為公司貢獻現金流,形成輕重互補的良性循環。

越南清化、印尼勿加泗取得進展 重資產項目打開示範效應

重資產項目的突破,為光大環境在海外建立長期營運能力提供重要支點。20268月,光大環境牽頭的聯合體收到越南清化垃圾發電項目的中標通知書;20267月,公司參與的聯合體被確定為印尼勿加泗垃圾發電項目的優先合作夥伴,並收到有條件授標通知。兩個項目接連取得關鍵進展,顯示公司在東南亞固廢市場的佈局正從機會型跟進專項戰略型深耕。

此外,公司密切跟進東南亞市場重要項目機會,並在中亞同步推進在建工程。烏茲別克斯坦納曼幹、費爾幹納垃圾發電項目工程建設有序進行,預計於2027年建成投運。從東南亞的項目拓展,到中亞的建設節奏,光大環境已在不同市場累積客戶、合作夥伴及項目經驗。隨着在建項目投運,公司還可在實際場景中進一步輸出營運管理、設備維護及技術服務能力,形成投資、建設、營運相互銜接的業務鏈條。

自主核心裝備出海 小微型爐撬動差異化市場

除重資產項目外,光大環境正以自主核心裝備撬動海外輕資產市場。公司自主研發的首套「10噸/日生活垃圾小型焚燒技術與裝備」在其鎮江垃圾發電項目試運行成功,核心工藝及設備經鑒定達國際領先水平,填補國內10噸/日以下處理規模的技術空白。小微型爐技術已實現多套落地應用,為高原、偏遠地區等小規模固廢處置場景提供可複製的解決方案,且已中標馬來西亞小微型爐項目。

小微型爐的戰略價值,在於將過去以大型項目為核心的模式,轉變為可標準化交付的產品與技術服務方案。對處理規模較小、地理位置分散的市場,這類裝備可配合當地需求,通過設備供貨、技術服務及後續營運支援切入。馬來西亞項目的中標,是該技術首次獲得海外市場驗證。隨着小微型爐等核心裝備與設計諮詢、技術服務共同走向海外,公司輸出的不只是單臺設備,而是圍繞固廢處置的綜合能力。

20個海外國家的市場佈局,到17個海外國家的輕資產業務覆蓋;從越南清化、印尼勿加泗的重資產項目進展,到馬來西亞小微型爐的技術出海,光大環境的國際化已逐步形成清晰的業務梯度。在中國企業全球化的新一輪浪潮中,光大環境正以輕重結合、技術先行的路徑,將國內積累二十餘年的固廢處理與資源化利用產業鏈能力系統性向外輸出。隨着公司在建項目有序推進、輕資產合同持續落地及自主裝備加快輸出,海外業務正為光大環境高質量發展增添新的增長動能。

 

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08:45
NVIDIA Agrees to Acquire Hugging Face for ~USD13B, Further Expanding AI Stack

NVIDIA Corporation (NVDA.US) formally agreed to acquire open-source AI platform Hugging Face for USD12.9 billion, highlighting the chipmaker's further expansion from hardware operations into the upper layer of the AI stack.

The market had already expected the transaction, according to a report by The Information last week. NVIDIA CEO Jensen Huang said in a blog post on Thursday that Hugging Face will continue to serve as an open platform for the entire AI ecosystem. The companies will jointly expand Hugging Face's platform, strengthen its infrastructure, and broaden the use of AI among developers and institutions globally.

The acquisition marks NVIDIA's second-largest acquisition deal in history, second only to its USD20 billion acquisition of chipmaker Groq assets in December last year.
~

AASTOCKS Financial News
Website: www.aastocks.com

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2026-09-03
18:04
DJIA Futures Rise ~120 pts; Broadcom Slips 3.2% Premarket; Snowflake Jumps 23.6% Premarket; Europe Stocks Lack Clear Direction in Early Trading

US President Donald Trump said Iran is attempting to rebuild radar systems, missile systems and mine-laying equipment. He said the US military's strike on Iran a day earlier was very intense, and the US stands ready to launch further attacks on Iran at any time, while the US is controlling the Strait of Hormuz. He also said strikes on Iran would not last too long. Futures for the three major US stock indices advanced, with DJIA futures mounting 119 pts or 0.2%, and S&P 500 futures and Nasdaq futures gaining 0.08% and 0.02%, respectively.

Broadcom Inc. (AVGO.US) dived 3.2% pre-market after forecasting current-quarter revenue of USD34.8 billion, below market expectations of USD35.05 billion. Hewlett Packard Enterprise Company (HPE.US) slid 3.3% pre-market. Its second-quarter revenue and adjusted EPS beat, while it projected third-quarter revenue of USD14.35 billion, topping market expectations by 10%. Management also raised the midpoint of its full-year adjusted EPS forecast to USD3.8, a hike of 11.8%. Cloud data warehouse provider Snowflake Inc. (SNOW.US) leaped 23.6% pre-market after its quarterly adjusted EPS beat and it raised FY2027 product revenue guidance to USD60.7 billion from the previous USD58.4 billion.

Major European bourses lacked clear direction in early trading on Thursday (3rd). The pan-European STOXX 600 last stood at 646.77, up 0.1%. The UK's FTSE 100 rose 0.1% to 10,766. France's CAC lost 0.2% to 8,264. Germany's DAX edged up less than 0.1% to 25,853. Italy's FTSE MIB added 0.2% to 51,894. Spain's IBEX 35 lifted 0.5% to 19,881.
~

AASTOCKS Financial News
Website: www.aastocks.com

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15:10
TENCENT Unrolls Global Version of WorkBuddy in Worldwide Mkt This Mth

TENCENT (00700.HK)'s WorkBuddy officially opened to international markets at the end of May this year. Liu Jiamin, product specialist for the international version of WorkBuddy, said the product has already been launched in Hong Kong, Macau, the US, Singapore, Thailand and the Philippines, and will roll out to global markets this month.

In just over three months since launch, the international version has already connected most office scenarios requiring efficiency enhancement, she noted. Hong Kong users in particular have incredibly high expectations for AI product efficiency, while improving workplace productivity is WorkBuddy's core strength.

Following the launch of Hunyuan Hy4 preview, the product's capabilities have been upgraded again. She said the platform has already integrated with Notion and GitHub, and will connect with IM communication tools including Slack, Telegram and Discord within the next two weeks. In the future, it plans to support integration with office software such as Google Workspace and Microsoft Corporation (MSFT.US).

She added that the international version of WorkBuddy integrates mainstream AI large models including Tencent HY, KNOWLEDGE ATLAS (02513.HK)'s GLM, GPT and Gemini, and will provide customized ecosystems based on overseas user needs and application scenarios.
~

AASTOCKS Financial News
Website: www.aastocks.com

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15:05
雲頂新耀宣佈中國國家藥品監督管理局批准星必妥®用於治療成人陣發性室上性心動過速(PSVT)急性症狀發作,轉復為竇性心律

上海2026年9月3日 /美通社/ -- 雲頂新耀(HKEX 1952.HK)是一家專注於創新藥研發、臨床開發、製造及商業化的生物製藥公司,今日宣佈,中國國家藥品監督管理局(NMPA)已批准星必妥®(艾曲帕米鼻噴霧劑)的新藥上市許可申請(NDA),用於治療成人陣發性室上性心動過速(PSVT)急性症狀發作,轉復為竇性心律。作為雲頂新耀在心血管疾病領域首個獲批的創新藥物,星必妥®進一步豐富了公司的創新產品組合。此次獲批是公司創新產品商業化戰略持續兌現的又一重要里程碑,充分彰顯了公司持續整合全球創新資源、加速創新成果轉化和高效推動商業化落地的能力。

星必妥®是一款新型、速效的鈣離子通道阻滯劑,採用便攜式鼻噴霧劑給藥,具備快速起效、便捷給藥的特點,是目前唯一可由PSVT患者在症狀發作時自行給藥並實現快速終止發作的藥物。星必妥®最早可於給藥後5分鐘開始起效,近三分之二的患者可在30分鐘內恢復竇性心律,中位轉復時間為17.2分鐘,顯著減少了對額外急救醫療干預的需求,填補了中國PSVT患者急性發作時院外「應急自救」的空白。

此次獲批是基於艾曲帕米全球關鍵III期 RAPID 臨床研究和中國III期JX02002臨床研究所取得的數據結果。兩項研究均達到了方案預設的主要終點。其中,在關鍵性III期 RAPID 臨床研究中,判定為PSVT發作的參與者(N=99)自行使用星必妥®後有64%在給藥30分鐘內從室上性心動過速轉為竇性心律,而安慰劑組(N=85)為31%(HR = 2.62; 95% CI:1.66-4.15; p<0.0001)。星必妥®治療組的中位轉復時間為17.2分鐘(95% CI:13.4-26.5),而安慰劑組為53.5分鐘(95% CI:38.7-87.3),證實其具備快速復律效果與良好安全性,相關研究結果已於2023年發表於《柳葉刀》[1]雜誌。在中國III期JX02002臨床研究中,判定為PSVT 發作的參與者(N=84)自行使用星必妥®,與安慰劑給藥組(N=84)相比,PSVT轉復為竇性心律方面具有顯著優效性(HR=3.002;p=0.0005)。在所有III期臨床研究中,星必妥®總體耐受性良好,給藥後24小時內均未觀察到嚴重不良事件(SAE)。此前,星必妥®已於2025年12月獲得美國食品藥品監督管理局(FDA)批准,成為30多年來首款且唯一獲批用於成人PSVT急性症狀發作治療的創新療法。

PSVT是一類以突發突止為主要特徵的快速性心律失常,發作期間心率顯著增快且節律規則,持續時間可從數分鐘至數小時不等。患者常出現心悸、胸悶、頭暈、乏力等症狀,部分患者伴有明顯焦慮、恐懼感,嚴重影響生活質量。PSVT急性發作的治療缺乏安全、便捷、可在院外自行使用的快速終止藥物,患者在發作時往往只能等待症狀自行緩解或尋求醫療救治,缺乏真正意義上的「應急自救」治療。

中國III期臨床研究首席研究者、首都醫科大學附屬北京安貞醫院心臟內科中心主任、中華醫學會心血管病學分會主任委員馬長生教授表示:「PSVT發作往往突然而難以預測,劇烈心慌心悸會伴隨強烈焦慮,給患者的生活質量和心理健康帶來持續影響。長期以來,我國針對PSVT急性發作的干預手段主要依賴於院內急診處置,患者亟需一款發作時能即時干預、便捷高效的院外自救方案。星必妥®的獲批,填補了 PSVT 患者院外急性發作無自救藥的空白,為我國PSVT患者帶來了首個可在院外自行使用的創新治療選擇,賦予患者發作時及時干預、自主掌控生活的能力。
全球和中國III期臨床研究均證實了星必妥®起效迅速、療效確切且安全。在全球III期RAPID研究中,30分鐘轉復率達到64%;而由全國48家權威臨床中心聯合開展的中國III期JX02002研究則進一步驗證了其在中國患者中的顯著療效。與此同時,星必妥®總體耐受性良好,不良反應輕微,並可顯著降低急診就診頻率。我們期待這一創新療法能夠惠及更多中國患者,推動PSVT急性發作治療模式從院內被動急救到患者主動自救的模式革新,緩解患者發作時的焦慮狀態、減少急診就診和疾病負擔,進一步改善患者的長期疾病管理和生活質量。」

雲頂新耀首席執行官羅永慶表示:「星必妥®的獲批標誌著雲頂新耀在心血管疾病創新治療領域取得了重要進展。長期以來,PSVT患者在疾病發作時往往需要緊急就醫,不僅增加醫療系統負擔,也使患者長期承受突發發作帶來的焦慮和不確定感。在中國,每1000人中約有2.3至4人患有PSVT,估計總患者人數為300至600萬,存在顯著未滿足的臨床需求。
作為目前唯一可由患者在院外自行用於PSVT急性發作的創新療法,星必妥®為患者提供了『即時可用(on-demand)』急症自救的全新治療選擇,最快可於給藥後5分鐘起效,快速終止發作,從而實現對病情的主動管理和更強的可控性,同時顯著降低急診就診率,有望改變我國PSVT患者長期依賴院內治療的現狀。未來,雲頂新耀將依托卓越的創新藥商業化運營平台,加速星必妥®在中國的商業化進程,滿足廣大PSVT患者巨大的未被滿足臨床需求,並充分釋放其長期臨床與社會價值。」

星必妥®正開發用於伴有快速心室率反應的房顫(AFib-RVR)適應症,II期臨床研究已取得積極結果,並計劃推進III期臨床研究。在國際多中心、隨機、安慰劑對照的II期 ReVeRA 研究中,艾曲帕米顯著且快速地降低了AFib-RVR患者的心室率,達到了主要終點。接受艾曲帕米治療的患者中,心室率低於100 bpm的人數(58.3%)高於接受安慰劑治療的人數(4%)。安全性總體良好並與既往研究結果一致。未來,星必妥®有望惠及超過1,200萬的PSVT和AFib-RVR中國患者。

關於星必妥®(艾曲帕米鼻噴霧劑)

艾曲帕米是一種新的化學實體,是Milestone Pharmaceuticals, Inc.(Nasdaq: MIST)的主要研究產品。它是一種新型的鈣通道阻滯劑,旨在為發作性心血管疾病患者提供一種快速起效的療法。作為一種由患者自行給藥的鼻噴霧劑,艾曲帕米鼻噴霧劑具有改變當前患者治療體驗的潛力,從急診治療轉為院外治療。2021年5月,箕星和Milestone達成獨家許可協議,獲得在大中華區開發和商業化星必妥®的獨家許可權。

2026年3月,雲頂新耀與箕星藥業達成資產收購協議,獲得星必妥®在大中華區的開發、商業化及產品地產化權益。

關於雲頂新耀

雲頂新耀是一家專注於創新藥研發、臨床開發、製造和商業化的生物製藥公司,致力於滿足全球市場尚未滿足的醫療需求。雲頂新耀的管理團隊在中國及全球領先製藥企業擁有深厚的專長和豐富的經驗。公司在浙江嘉善擁有具備商業化規模的全球生產基地,並依據中國、美國及歐盟標準建立了完善的GMP生產質量管理體系。

公司聚焦自身免疫、眼科、急重症及CKM(心血管、腎臟及代謝)等疾病治療領域,已打造集全渠道商業化體系與藥品全生命週期商業化能力於一體的商業化平台,並以擁有全球權益的自研mRNA平台為基礎,持續推進mRNA in vivo CAR-T與mRNA腫瘤疫苗等現有管線,同時通過引進及生態孵化潛力平台,拓展研發能力,同時強化全球化佈局,加快國際化發展進程。更多信息,請訪問公司官網:www.everestmedicines.com

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參考文獻:

1.  https://www.thelancet.com/journals/lancet/article/PIIS0140-6736(23)00776-6/fulltext

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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.
~

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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.
~

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