B[AI pharmaceuticals and CRO concepts pick up in the afternoon, Berry Genetics 6 days and 3 boards] On October 9th, AI pharmaceuticals and CRO concepts picked up in the afternoon, Berry Genes went straight up to the daily limit, out of 6 days and 3 boards, Technomax rose by more than 10%, Jinshi Yaoyao, Tuojing Life, InnoCare, Shenzhou Cells, etc. quickly surged higher. According to the news, Isomorphic Labs, an AI drug research and development start-up, is advancing preliminary negotiations for a new round of financing. The post-investment valuation of this round is at least US$40 billion, and is expected to reach a maximum of US$50 billion. B[Ministry of Science and Technology: Systematic layout of a batch of major national science and technology tasks] September 29th, at the press conference on the theme of "Getting Started with the 15th Five-Year Plan" held by the State Council Information Office today (29th), Minister of Science and Technology Yin Hejun introduced that a batch of major national science and technology tasks will be systematically laid out in close compliance with the requirements of the "15th Five-Year Plan" plan and deployment. The first is to strengthen basic research. Closely follow the world's scientific frontiers and deploy basic theoretical research on mathematical theories and applications, and the control of physical states. Focusing on scientific issues in key fields such as biology, materials, energy, and information, we will deploy basic research tasks such as synthetic biology, materials genome, controllable nuclear fusion, and intelligent scientist systems.
The second is in leading scientific and technological research. Focusing on cutting-edge areas such as artificial intelligence, quantum technology, and biomanufacturing, key areas such as integrated circuits and industrial motherboards, and strategic areas such as deep sea, deep space, and deep earth, the entire chain will promote key core technology research.
The third is to improve the well-being of the people. Focusing on blue sky, clean water and good food, tasks such as environmental pollution prevention and control, resource recycling, agricultural biological breeding, and food safety are deployed; focusing on health, tasks such as innovative drug research and development, high-end medical equipment, and aging response are deployed.
The fourth is to ensure the safety of key areas. In response to major natural disasters and extreme climate changes, tasks such as disaster monitoring and early warning, risk prevention and control, emergency rescue, meteorological and ocean forecasting are deployed. In order to improve social security capabilities, tasks such as public health security and production safety are deployed. B[Analysis of listed stocks on September 21: The promotion rate of listed stocks exceeds 60%. The "Hua" generation stocks have a large-scale daily limit] Today, a total of 103 stocks hit the daily limit, and the total number of listed stocks is 21, including 8 stocks with three consecutive boards or above. On the previous trading day, there were a total of 12 listed stocks, and the promotion rate of listed stocks was 66.67% (excluding ST shares and delisted stocks). In terms of individual stocks, more than 4,500 stocks in the market rose, exceeding the daily limit of 100 stocks. Short-term sentiment continued to rise. Metaphysics speculation prevailed. More than 30 "Hua" stocks hit the daily limit, including Hua Porcelain Co., Ltd. 5 consecutive boards, Inner Mongolia Xinhua 4 consecutive boards, Huasuan Technology, Huafang Co., Ltd., Nanhua Biotech 3 consecutive boards, Xinhua Wenxuan and Huajin Capital 2 consecutive boards. The "Sheep" generation is also active, Sanyangma 2 consecutive boards, Ocean King 4 days and 2 boards. In terms of sectors, the real estate sector rose sharply again, with World Union Bank having 4 consecutive boards, Greenland Holdings having 2 consecutive boards, Vanke A once touching 2 consecutive boards, Huayuan Holdings, Shenzhen Huafa A, I Love My Home and other stocks hitting the daily limit; pharmaceutical stocks broke out across the board, with innovative drugs and AI pharmaceuticals leading the gains, and Nanhua Biotech 3 consecutive boards, Ruikang Pharmaceutical 2 consecutive boards, Baihua Pharmaceutical 3 days and 2 boards, Novogene, Transjing Life, Jiete Biotech, Huaren Pharmaceuticals, and Nearshore Protein 20cm daily limit. According to the news, on September 18, ten departments including the Ministry of Industry and Information Technology jointly issued the "Fifteenth Five-Year Plan for the Development of the Pharmaceutical Industry". The plan proposes to accelerate the research and development of new technologies such as artificial intelligence, quantum computing, supercomputing, and computational medicine to empower drugs. B[AI pharmaceuticals and CRO concepts have repeatedly strengthened, and Novogene has reached a daily limit of 20cm] On September 21, AI pharmaceuticals and CRO concepts have repeatedly strengthened, and Novogene has reached a daily limit of 20cm. Hongbo Pharmaceuticals, Chengdu HitGen, Boji Pharmaceuticals, Berry Genetics, and Seli Medical followed suit. On the news, on September 18, ten departments including the Ministry of Industry and Information Technology jointly issued the "15th Five-Year Plan for the Development of the Pharmaceutical Industry." The plan proposes to accelerate the research and development of drugs enabled by new technologies such as artificial intelligence, quantum computing, supercomputing, and computational medicine, and explore new models of pharmaceutical and device production such as ultra-limited manufacturing, space pharmaceuticals, and biomanufacturing. A[Selected midday news on September 18]
1. As of midday closing, the Shanghai Stock Exchange Index rose 1.04%, the Shenzhen Stock Exchange Component Index rose 1.52%, the GEM Index rose 2.11%, and the Science and Technology Innovation 50 Index rose 3.93%.
2. Hong Kong stocks closed at noon, with the Hang Seng Index up 0.67% and the Hang Seng Technology Index up 1.74%.
3. The Ministry of Housing and Urban-Rural Development introduced at a press conference that China’s real estate has entered the era of stock. Existing home sales are the general trend.
4. The National Energy Administration and other departments deploy work to ensure the safety, stable production and supply of coal.
5. Ten departments including the Ministry of Industry and Information Technology issued the "Fifteenth Five-Year Plan for the Development of the Pharmaceutical Industry", which mentioned that new technologies such as artificial intelligence, quantum computing, supercomputing, and computational medicine will accelerate the research and development of new drugs, and explore new models of pharmaceutical and device production such as ultra-limited manufacturing, space pharmaceuticals, and biomanufacturing.
6. The Bank of Japan raised interest rates by 25 basis points, raising the target interest rate from 1.00% to 1.25%, the highest level in 31 years, in line with market expectations. B[Ten departments: Accelerate the research and development of new technologies such as artificial intelligence, quantum computing, supercomputing, and computational medicine to empower drugs, and explore new models of pharmaceutical and device production such as ultra-limited manufacturing, space pharmaceuticals, and biomanufacturing] On September 18, ten departments including the Ministry of Industry and Information Technology issued the "Fifteenth Five-Year Plan for the Development of the Pharmaceutical Industry," which mentioned accelerating the deployment of cutting-edge technologies and products. Strengthen interdisciplinary integration and cutting-edge technology supply, and support joint research by pharmaceutical industry enterprises, universities, scientific research institutes, medical institutions, etc. Accelerate new technologies such as artificial intelligence, quantum computing, supercomputing, and computational medicine to empower drug research and development; explore new models of pharmaceutical and device production such as ultra-limited manufacturing, space pharmaceuticals, and biomanufacturing; deepen the application of cutting-edge technologies such as gene editing, precise molecular delivery, cell programming and regulation, advanced omics, and new-generation brain-computer interfaces; break through key technologies such as the synthesis of artificial life systems, organoids and organ chips, universal cell therapy, complex regenerative organs, integrated diagnosis and treatment radiopharmaceuticals, and xenotransplantation organs; and cultivate several new growth points. B[NVIDIA expands CUDA-Q platform and launches quantum fault-tolerant computing orchestration layer] On September 14th, NVIDIA announced the expansion of the open source CUDA-Q platform and the launch of the CUDA-Q Logical orchestration layer, which provides programmable and verifiable tools for fault-tolerant quantum computing application development, supporting application scenarios such as drug research and development, financial modeling, and materials development. Nvidia said that Fermi National Accelerator Laboratory used CUDA-Q Logical to shorten fault-tolerant algorithm development time from usually about 5 months to 3 weeks, increasing efficiency by about 7 times. In addition, QUOPS, the quantum computing benchmark developed by Sandia National Laboratory, has also been added to CUDA-Q for cross-platform evaluation of the progress of quantum computing hardware toward practical fault-tolerant quantum computing. According to reports, CUDA-Q Logical has been adopted by quantum computing companies and research institutions such as Fermilab, Infleqtion, and IQM Quantum Computers. B[Guangzhou: Promote the acceleration of the marine pharmaceutical and biological products industry] On September 14th, the General Office of the Guangzhou Municipal People's Government recently issued the "Notice of the "15th Five-Year Plan" for the Development of Guangzhou's Marine Economy". It is proposed to promote the accelerated development of the marine pharmaceutical and biological products industry. Improve the utilization level of deep-sea biological resources and build a biological gene bank and information database of medicinal sources in the South China Sea. Innovate a new paradigm of intelligent development of "AI + marine drugs", tackle core technologies for the extraction and utilization of marine biological resources such as fish oil, fish collagen, chitosan, and seaweed polysaccharides, develop carbohydrate drugs and peptide drugs, and create a "South China Sea Drug Library" with the characteristics of tropical marine biological resources. Vigorously promote the research and development of original marine drugs for diseases such as tumors and cardiovascular diseases, and promote the research and development of marine biomedical materials such as hemostasis and repair. Strengthen sea-related traditional Chinese medicines such as seahorses and seaweeds. Focus on breakthroughs in marine active substance extraction and purification technology, enzyme engineering technology, fermentation technology, etc., and accelerate the productization process of special raw materials such as seabed mud and deep water. Develop new marine foods and new raw materials for health foods, and use modern biotechnology to promote the upgrading of advantageous industries such as marine foods and cosmetics.
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