2012Q4動工! 中興高等研究園區

中興高等研究園區 年底動工 2012-5-3 〔記者佟振國／南投報導〕關係南投市中興新村能否再造起飛的高等研究園區計畫，中科管理局二日召開地方座談會，針對土地取得、高科技廠商進駐、文化資產保存與文創產業規劃、公有眷舍處理等工作，將從今年底陸續展開作業或動工，正式邁入實質規劃開發階段。  

中科開座談會說明進度  中科管理局昨天在中興新村召開定期地方座談會，邀請中興新村高等研究園區範圍內的南投市八個里別居民代表說明相關規劃進度，最基本的土地取得已完成近廿五公頃私有地徵收，公有地撥用也將趕在今年底完成。  目前已核准入區的單位包括進駐營運的資策會「新興智慧技術研究中心」，預計今年七月建築施工的工研院「中台灣創新園區」、百佳泰公司，以及禾懋、上緯、信織等三家公司，還有原能會核能研究所等五個政府單位預定進駐。  中科管理局建管組表示，縣府已公告除南內轆地區，全區有二百卅四公頃公告為文化景觀區，佔全區的九十％，包括一處古蹟、十一處歷史建築將依文資法保存維護，區域內的住宅區、公共設施也將規劃文創產業，在民國一百零六年至一百零九年園區發展漸趨成熟，將以BOT方式辦理。  今年度起正式動工的工程則有老舊宿舍松園五、六館與金城社區、中正路公共管線改善、南核心公共工程、污水處理廠工程。  至於回收合法眷戶，行政院今年二月核定每戶最高一百五十萬元補助費，於民國一百零三年至一百零八年辦理執行完成。

Toxic Chinese pills not imported into Taiwan, MAC says

 Staff writer, with CNA        Chinese-made gel capsules found to contain excessive levels of chromium, a known carcinogen, have not been imported into Taiwan, officials said yesterday.  None of the 13 types of medicine dispensed in the tainted capsules have been imported, an official from the Mainland Affairs Council (MAC) said, adding that local authorities were working closely with their Chinese counterparts to track the whereabouts of the capsules.  The official stated that Taiwan does not authorize imports of empty gel capsules for pharmaceutical use from China.  China has seized about 77 million gel capsules made from industrial waste and containing levels of chromium in excess of 100 times the permitted safety levels since the scandal unfolded last month.  The toxic capsules have been used to package various pharmaceutical products in China, including medication for colds, rhinitis and stomach disorders.  Fifty-four people have been detained and 80 production lines have been shut down, Chinese state media reported on April 22.  The council said it would keep working with China to track down any capsules still on the market through an agreement on medical and health cooperation signed by the two sides in 2010.  The Department of Health confirmed the government does not allow imports of empty capsules from China.  "We don't issue import licenses to China regarding capsules," a department official said.  However, various measures have been adopted to prevent questionable capsules from being smuggled into the country since the department learned of the scandal, he said.  Local pharmaceutical companies and the Coast Guard Administration have been asked to heighten their vigilance, the official said.  

'Happiness industry' grew fastest in last five years: poll

TAIPEI--Companies that help improve quality of life by creating a sense of happiness in people were the fastest-growing businesses in Taiwan over the last five years, according to the results of a survey unveiled Wednesday by CommonWealth Magazine.    The "happiness industry," which the magazine categorized as comprising seven types of businesses such as retailers, food, cosmetics and beverage makers, as well as tourism operators, recorded the largest combined revenue growth of 46 percent, or NT$719.7 billion (US$24.63 billion), over the five-year period, the survey results show.   Sales of Eastern Multimedia Group-controlled TV shopping channel U-Life increased by 92.4 percent last year alone, giving it the top ranking among all companies in the category.   The survey targeted firms that recorded increases in production value of up to NT$700 billion and revenue growth of up to 30 percent in the last five years.   The "happiness industry" was followed by the green industry, which recorded a 43 percent rise, or NT$735.6 billion, in sales growth over the past five years. The survey included the photovoltaic industry, bicycle manufacturers and recycling companies in the green industry category.   Companies focusing on the health market, such as biotechnological, insurance and pharmaceutical firms had the highest total revenue growth among all the sectors surveyed, reaching NT$1.223 trillion, with an average sales growth of 35 percent in the five-year period.   The revenue increases in the IC design and communication sector also broke the NT$1 trillion mark — reaching NT$1.205 trillion — at an average growth rate of 30 percent during the five-year period.   G-TECH Optoelectronics Corp., with an increase of 164.6 percent, and TPK Holding Co., Ltd., which grew by 140.6 percent, were the top two fastest-growing firms in the communication industry last year.

宣明智: 生命先鋒基金 佈局兩岸!!

5公司進駐松山湖園區【2012/05/02經濟日報】新藥開發時程漫長，大陸東莞松山湖台灣高科技園，鎖定生技產業要結合兩岸力量，建立全球首創的最先進、最快速的創新生醫中心。萊特生醫集團總裁江滄炫表示，集團內將會有五家生技廠，包括：萊特、啟鼎、磁控、源榮及宣捷生技等都將進駐。江滄炫表示，新藥開發必需經歷動物試驗及人體臨床試驗等冗長過程，平均約要花上10至15年。而大陸東莞松山湖高科技園已有完善的動物試驗中心，再加上今年底前落成的專屬臨床試驗中心，凡是進入人體試驗的藥廠，不必再與一般的醫療為主的醫院合作，將可望有效縮短動物及臨床試驗時程，減半到五至六年完成新藥上市程序。即將於6月成立的兩岸合作檢驗治療人類乳突病毒的合資公司，是由聯電榮譽副董事長暨智原科技董事長宣明智，擔任董事長的「生命先鋒基金」投資三分之一，啟鼎占三分之一的技術股，大陸凱普生技占三分之一股權，共計合資人民幣1億元設立。「生命先鋒基金」現在已經募了1,000萬美元的天使基金，將再擴充至2,000萬美元的規模。第二期規劃募集3億美元的「加碼基金」，做為繼續投資有潛力生醫企業的資金。

台耀產品轉型中 陣痛期EPS 0.36元!!

生醫Q1猛10家EPS逾1元2012-05-0201:05工商時報　生醫公司首季財報表現搶眼，至少10家公司EPS逾一元，其中精華光(1565)的5.02元名列前茅、更躍居整體上市櫃股第五名；除了醫材、通路股持續耀眼外，學名新藥族群的東生華(8432)、友華(4120)表現都十分突出；而健喬(4114)更因本業、業外兩相得意，年增率暴衝近30倍。　生醫公司首季獲利以健喬、訊聯(1784)、寶利徠(1813)、濟生(4111)、天良(4127)、合一(4743)等成長率以倍數起跳最驚豔。健喬因癌症藥和攝護腺新藥證陸續發酵，加上處分健亞一千張股票挹注，EPS以1.16元改寫歷史單季新高，也推波今年EPS將刷新紀錄。　而訊聯是拜龍寶寶出生率提高所賜，濟生則因與佳醫策盟後，為佳醫代工血液透析藥品效益發酵。　濟生董事長蘇東茂表示，今年營運樂觀，目前已前進中國大陸設廠，將與佳醫聯手搶進大陸洗腎市場。另外，過去較少能躋身前十名排行榜的藥品股，第一季也由東生華以1.65元勇奪該族群獲利王寶座，而友華和中間體原料藥的旭富表現也是可圈可點。　東生華母公司東洋則因黴菌用藥Lipo-AB藥證和可望接獲微脂體新劑型藥品的代工訂單，要自第二季起陸續發酵，未來營運將逐季走高，首季的EPS0.76元應是低標。　法人指出，生醫公司將是傳產業中，未來獲利最耀眼的族群，除了已公布財報的公司外，F族群的金可、康聯、龍燈和康樂，營運都十分出色，將推波該類股成為多頭主流。　至於最令法人跌破眼鏡的是台耀，eps僅0.36元；華廣（4737）更是創下歷史新低點的0.02元，晟德（4123）也是損益兩平。其中華廣由於與GE策盟，主打雙品牌策略，還處於舖貨打市場階段，導致第一季稅後盈餘不到百萬元，大幅衰退98.3％。至於台耀則因第一季毛利較低的神經用藥中間體出貨高佔20％，相較去年同期的9％大幅成長、稀釋毛利，加上防晒劑毛利下滑，從15％下降至13％，加上提列1,000萬元匯兌損失，導致獲利不如預期。　展望第二季，公司表示高毛利產品比例提升，獲利會擺脫第一季的不利狀況。　此外，手中持有東洋近二千張股票、還有東生華、智擎、永昕，潛在投資收益每股貢獻逾10元的晟德，第一季獲利不如預期，除了是今年第一季比較沒有季節性流感疾病外，該公司是把東洋等持有列為長投，因而獲利沒有顯現在財報上。