AR - TechWire

2025.06.02

13:15

Sources: ExxonMobil (XOM.N) and Azerbaijan's State Oil Company (SOCAR) will sign a memorandum of understanding on the Ganja-Yevlakh-Akhjabadi oil and gas field within hours.

2025.05.30

08:13

Galaxy Securities: Technological progress drives market demand for AR glasses towards the "next computing terminal"

Galaxy Securities Research Report stated that technological progress drives market demand, and AR glasses are moving towards the "next computing terminal": through technological breakthroughs + ecological integration + market penetration, AR glasses manufacturers are pushing AR glasses from "niche geek toys" to "mass smart terminals". In the first quarter of 2025, global AR sales were 112,000 units, basically the same as the same period last year; benefiting from the significant increase in Ray Ban Meta sales, global AI smart glasses sales reached 600,000 units, a year-on-year increase of 216%. From the perspective of the Chinese market, in the first quarter of 2025, my country's AR device sales reached 91,000 units, a significant year-on-year increase of 116%; AI glasses omni-channel sales (including AI+AR) reached 71,000 pairs, a year-on-year surge of 193%. Although AR glasses still face key challenges in terms of cost, battery life, ecology and user habits, with the maturity of AI+AR technology, smart glasses are expected to become the next generation of mainstream computing terminals after smartphones, driving the entire industry chain (chips, optics, sensors, foundry, etc.) into a period of rapid growth.

2025.05.29

18:01

Huiyu Pharmaceuticals: Cyclophosphamide for injection obtains marketing authorization in the UK

Huiyu Pharmaceuticals announced that its subsidiary SEACROSS PHARMACEUTICALS LIMITED recently received the marketing authorization for the company's product cyclophosphamide for injection approved by the UK Medicines and Healthcare Products Regulatory Agency. The drug is mainly used to treat chronic lymphocytic leukemia (CLL) and other diseases. The company's cyclophosphamide for injection has obtained marketing authorization in China, the United Kingdom, Ireland, Portugal, France, the Netherlands, Italy, and Spain, and has submitted a registration application in Germany. Obtaining the UK marketing authorization will help the company enrich its product pipeline in the international market and enhance its brand image in the market.

03:49

U.S. chip stocks continued to weaken in late trading, Nvidia (NVDA.O) turned to decline, and Arm (ARM.O) narrowed its gains to 0.8%.

03:18

U.S. chip stocks fell slightly, with Arm (ARM.O)'s gains narrowing to 2.7%.

2025.05.27

15:58

Xinlitai: Sacubitril Alisartan Calcium Tablets (Xinchaotu) obtained drug registration certificate

Xinlitai announced that it recently received the drug registration certificate for Sacubitril Alisartan Calcium Tablets (Xinchaotu) approved and issued by the National Drug Administration. This drug is a new drug developed exclusively by the company and is indicated for primary hypertension. Xinchaotu is the first ARNI drug originally developed in my country and the second approved in the world. The patent protection period of the compound is until 2037. The results of Phase III clinical studies showed that it has significant antihypertensive effect and is clearly dose-dependent. After Xinchaotu is launched on the market, it will form strategic complementarity with Xinlitan and Fulitan in terms of applicable populations and related disease areas, meet more clinical needs, and further enhance the company's comprehensive competitiveness in the field of cardiovascular chronic disease treatment.

2025.05.26

20:53

Wavelength Optoelectronics: The main decoration of the micro-nano optical laboratory and the introduction of some experimental equipment have been completed

When Wavelength Optoelectronics was recently interviewed by an institution, it stated that it has completed the main decoration of the micro-nano optical laboratory and the introduction of some experimental equipment, and has planned the research and development of sub-wavelength structural optical elements (such as superlenses and metasurface devices). The application scenarios include semiconductor optics, photovoltaics and new energy, AR/VR, infrared and other fields.

17:17

Yuheng Pharmaceuticals: Signed a promotion agreement for Pemabet tablets with Xinghe Pharmaceuticals

Yuheng Pharmaceutical announced that the company signed a joint promotion agreement with Xinghe Pharmaceutical Co., Ltd. on Pemabet tablets on May 23, 2025. The agreement will take effect on June 1, 2025, with an initial term until December 31, 2027, and will be automatically renewed thereafter. According to the agreement, Xinghe Pharmaceutical authorizes Yuheng Pharmaceutical to promote Pemabet tablets in designated areas and pay service fees and promotion support fees. Pemabet tablets are the world's first new highly selective PPARα modulator, mainly used to reduce triglyceride levels in adult patients with non-familial hypertriglyceridemia. This cooperation will enrich Yuheng Pharmaceutical's product line and enhance its competitiveness in the cardiovascular and cerebrovascular fields.

07:54

CITIC Securities: Agent products from major manufacturers are intensively launched, and the AI industry is on the rise

According to a research report by CITIC Securities, major manufacturers have recently updated their Agent products intensively. Among overseas manufacturers, Microsoft strives to build an Agent network through local + cloud collaboration; Google builds a 2C Agent 3P strategy based on the existing ecosystem; Athropic releases the Claude 4 model to assist Agent construction. Domestic manufacturers also follow up simultaneously. Kingdee International has built the Sky Agent Platform 2 and five intelligent entities to assist enterprises in AI management; Kunlun Wanwei brings efficient office experience through the Tiangong Super Intelligent Entity. With the accelerated implementation of Agent products, the AI industry continues to move upward, and the pace of commercialization is expected to accelerate. Investment advice: Agent products are intensively updated, 1) It is good for software companies with data, customers, and scenarios. AI products are expected to drive the company's ARPU to increase and the unit price of projects to rise; 2) The demand for model privatization has increased, which is good for all-in-one machines, hyper-convergence, and B-side service outsourcing companies.

2025.05.23

16:25

Hengrui Medicine: H shares will be listed and traded on May 23, 2025

Hengrui Medicine announced that the company is in the process of issuing overseas listed foreign shares (H shares) and listing them on the main board of the Hong Kong Stock Exchange. The total number of H shares offered globally is 225 million shares, of which 48.2718 million shares are offered to the public in Hong Kong and 176 million shares are offered internationally. Based on the offering price of HK$44.05 per H share, the net proceeds from the global offering are estimated to be approximately HK$9.747 billion. The Chinese abbreviation of the H-share stock is "Hengrui Medicine", the English abbreviation is "HENGRUI PHARMA", and the stock code is "1276". After the completion of this offering, the total number of shares of the company will become 6.637 billion shares, of which H-share shareholders will hold 3.89% of the shares.

2025.05.22

16:14

U.S. cryptocurrency concept stocks rose collectively before the market opened, with Bit Origin up nearly 20%, CleanSpark up more than 4%, MARA Holdings up nearly 4%, and Coinbase and Strategy up more than 2%.

16:14

U.S. cryptocurrency stocks collectively rose before the market opened

Bitcoin broke through $110,000 to a new high. U.S. cryptocurrency concept stocks rose collectively before the market opened. Bit Origin rose nearly 20%, CleanSpark rose more than 4%, MARA Holdings rose nearly 4%, and Coinbase and Strategy rose more than 2%.

2025.05.21

20:27

Poinsettia: The innovative drug AR882 has not yet been marketed and has not generated any sales revenue

Yipinhong announced that the cumulative deviation of the closing price increase of the company's stock from May 19 to 21 for three consecutive trading days exceeded 30%, which is an abnormal fluctuation in stock trading. The company's innovative drug AR882, which is under research and development, still needs to conduct Phase III clinical studies at home and abroad and be approved by the drug review department before it can be marketed. Whether it can pass the final approval of the regulatory authorities, be approved for listing and the time of listing is uncertain. AR882 has not yet been marketed and sold, and has not generated sales revenue, which will not have a significant impact on the company's recent performance.

19:38

AR glasses jointly developed by Shanghai technology companies and Google debut in the United States

On May 21, 2025, Beijing time, at the 2025 Google I/O Global Developer Conference in California, the AR (augmented reality) glasses Project Aura jointly developed by Google and Chinese technology company XREAL were unveiled. This product not only carries the technical vision of spatial computing for the "next decade", but also represents a Chinese company rooted in Pudong, Shanghai, for the first time as a bottom-level ecological partner, deeply involved in the joint definition and technological evolution of the global XR (extended reality) operating system and terminal ecology.

15:36

Guosen Securities: Kunlun Wanwei's operating performance is expected to gradually improve, and the "outperform" rating is maintained

Guosen Securities Research Report pointed out that Kunlun Wanwei's revenue continued to grow in 2024 and Q1 of 2025, and investment income and R&D investment suppressed profit performance. By the end of March 2025, AI Music's annualized revenue ARR reached approximately US$12 million (monthly revenue of approximately US$1 million), and the short drama platform Dramawave's annualized revenue ARR reached approximately US$120 million (monthly revenue of approximately US$10 million). From technology to products, commercialization has begun to show results. The overseas market maintains a high growth rate. In 2024, the company's overseas business revenue will reach 5.15 billion yuan, a year-on-year increase of 21.9%, accounting for 91.0% of total revenue; among them, overseas information distribution and metaverse platform Opera continued to maintain rapid growth. From large models to AI applications, the company has a comprehensive layout and is expected to become a platform company of large models + application ecology in the AIGC era; operating performance is expected to gradually improve under the continuous implementation of commercialization, and continue to maintain an "outperform" rating.

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