-- 根據週一提交給澳大利亞證券交易所的文件，巴西關鍵礦產公司（ASX：BCM）已獲得澳大利亞政府頒發的“先進及海外研究成果證書”，該證書涵蓋其在巴西埃瑪項目開展的技術項目。 文件稱，該證書正式預先批准了該公司研發活動（包括海外研發活動）符合澳洲政府研發稅收優惠計畫的資格。
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Asia
Applied BioCode Unit Gets US FDA Nod for Respiratory Pathogen Panel
Applied BioCode's (TPE:6598) US unit has secured a 510(k) clearance from the U.S. FDA for its respiratory pathogen panel, according to a Monday Taiwan Exchange filing.The approval allows the panel to be used with the BioCode MDx 3000 system alongside Thermo Fisher Scientific's KingFisher extraction platform, adding to existing compatibility with systems from bioMérieux and Roche.The company said the clearance enables sales of the combined solution in the US, offers labs greater flexibility in extraction systems, and is expected to support its business and financial performance.
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Asia
Qingling Motors Signs Repurchase Deal for 10 New Energy Vehicles
Qingling Motors (HKG:1122) signed repurchase agreements with a batch of dealers covering 10 new energy vehicles, according to a Thursday Hong Kong bourse filing.Shares of the firm were up nearly 5% in late morning trade on Monday.The maximum aggregate repurchase price under the deal is estimated at 2.1 million yuan, to be funded with internal resources, the filing said.The arrangement is part of Qingling's shift toward a finance lease model to boost sales of its new energy commercial vehicles.
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Research
Research Alert: Oil & Gas E&p: Uae Departure From Opec Should Have A Long Fuse
CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:The UAE departed OPEC on Friday, removing the cartel's third-biggest member with 3.64 mmb/d crude production, trailing only Iraq (4.50 mmb/d) and Saudi Arabia (10.40 mmb/d). The departure gives the UAE flexibility to boost production beyond current quotas, though it remains constrained by Persian Gulf blockades limiting tanker traffic through the Strait of Hormuz. We think the impact is likely a 2027 event, as the UAE exports 2.75 mmb/d but its Habshan-Fujairah Pipeline only handles 1.5 mmb/d, making incremental volumes dependent on Strait transit. The departure could enhance crude oil volatility for 2026-2027. We think 2026 will see considerable scarcity, benefiting E&Ps with spot exposure over the next two quarters while prices stay high. We see high potential for an oil price debacle in 2027 when more crude reaches markets, coupled with economic toll from nosebleed prices. Even U.S.-centric firms like FANG remain price-takers exposed to global crude pricing.
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