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蒙牛乳业(02319.HK)4月29日回购20.00万股,耗资380.77万港元
证券时报网· 2025-04-30 00:32
蒙牛乳业回购明细 | 日期 | 回购股数(万股) | 回购最高价(港元) | 回购最低价(港元) | 回购金额(万港元) | | --- | --- | --- | --- | --- | | 2025.04.29 | 20.00 | 19.200 | 18.940 | 380.77 | | 2025.04.25 | 20.00 | 19.300 | 19.160 | 384.95 | | 2025.04.24 | 20.00 | 19.200 | 19.120 | 383.37 | | 2025.04.22 | 30.00 | 19.300 | 19.100 | 576.50 | | 2025.04.17 | 20.00 | 19.500 | 19.460 | 389.57 | | 2025.04.08 | 15.00 | 18.900 | 18.700 | 282.25 | | 2025.04.07 | 80.00 | 17.980 | 17.640 | 1428.82 | | 2025.01.16 | 46.00 | 14.980 | 14.860 | 687.67 | | 2025.01.10 | 1 ...
新天绿色能源股份有限公司 2025年第一季度报告
证券日报· 2025-04-29 23:44
登录新浪财经APP 搜索【信披】查看更多考评等级 证券代码:600956 证券简称:新天绿能 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述或者重大遗漏,并对其内容 的真实性、准确性和完整性承担法律责任。 重要内容提示 公司董事会、监事会及董事、监事、高级管理人员保证季度报告内容的真实、准确、完整,不存在虚假 记载、误导性陈述或重大遗漏,并承担个别和连带的法律责任。 公司负责人、主管会计工作负责人及会计机构负责人(会计主管人员)保证季度报告中财务信息的真 实、准确、完整。 第一季度财务报表是否经审计 □是 √否 一、 主要财务数据 (一) 主要会计数据和财务指标 单位:元 币种:人民币 (二) 非经常性损益项目和金额 √适用 □不适用 单位:元 币种:人民币 对公司将《公开发行证券的公司信息披露解释性公告第1号——非经常性损益》未列举的项目认定为非 经常性损益项目且金额重大的,以及将《公开发行证券的公司信息披露解释性公告第1号——非经常性 损益》中列举的非经常性损益项目界定为经常性损益的项目,应说明原因。 √适用 □不适用 单位:元 币种:人民币 (三) 主要会计数据、财务指标发生变动的情 ...
ASMPT第一季度营收31.2亿港元,预估32亿港元;第一季度净利润8,360万港元。
快讯· 2025-04-29 22:43
ASMPT第一季度营收31.2亿港元,预估32亿港元;第一季度 净利润8,360万港元。 ...
友邦保险第一季新业务价值上升13%至14.97亿美元
智通财经· 2025-04-29 22:25
友邦保险集团首席执行官兼总裁李源祥表示: "我们经验丰富的管理团队致力构建长远、可持续的优质业务,并继续专注于执行我们的策略性优先任 务,让集团能够在环球资本市场波动的环境下取得佳绩,并把握亚洲这个全球最具吸引力的人寿及健康 保险市场的强劲基本增长动力。本人深信,友邦保险凭借雄厚的竞争优势,将继续为所有持份者缔造长 远、可持续的价值。" "友邦保险建基于2024年的卓越业绩,在2025年第一季保持增长势头,录得15亿美元的新业务价值,较 去年创新高的季度表现上升13%。我们能够持续及有规模地把握盈利性的新业务机遇,实有赖集团高度 多元化及强韧的业务模式,以及市场对友邦保险产品和服务与日俱增的需求。" "友邦保险的『最优秀代理』是我们增长策略的关键支柱,在2025年第一季所带来的新业务价值,占集 团整体超过75%。我们透过强劲和高质素的招聘持续提升我们的市场覆盖,支持整体活跃代理人数增长 8%。我们别树一帜的代理模式专注于建立长期客户关系,并由领先的数码平台所驱动,使得代理活跃 度及生产力进一步提升,同时保持多元化及具韧性的产品组合。" 友邦保险(01299)发布公告,于2025年第一季度,增长率按固定汇率基准 ...
创胜集团-B(06628)于AACR 2025公布靶向FGFR2b且定点偶联以拓扑异构酶I抑制剂载荷的新型抗体偶联药物(ADC)在临床前肿瘤模型中展现出令人鼓舞的抗肿瘤活性
智通财经网· 2025-04-29 22:20
Core Viewpoint - The company announced promising preclinical results for its novel FGFR2b-targeted antibody-drug conjugate (ADC) TST105, which demonstrates enhanced anti-tumor activity compared to existing ADCs in models of gastric and colorectal cancers [1][2]. Group 1: Clinical Research Findings - TST105 utilizes a site-specific conjugation technology and a novel topoisomerase I inhibitor as its payload, showing significantly improved anti-tumor efficacy in preclinical gastric and colorectal cancer models compared to ADCs using MMAE as a payload [1]. - In vitro studies indicate that TST105 exhibits specific cytotoxic effects on gastric and colorectal cancer cells, with an efficacy range of 0.3 nM to 0.4 nM, and demonstrates a stronger bystander effect compared to MMAE-based ADCs [2]. - In vivo pharmacological studies reveal that TST105 achieves a tumor growth inhibition (TGI) rate of 91.25% at a dose of 3 mg/kg in gastric cancer models, compared to 48.32% for Bema-MMAE, with an overall response rate (ORR) of 70% for TST105 versus 0% for Bema-MMAE [2]. Group 2: Industry Context and Future Prospects - The company expressed excitement about the transformative potential of TST105 in treating FGFR2b-overexpressing tumors, emphasizing its commitment to advancing this promising candidate into clinical development [3]. - The AACR 2025 conference, scheduled for April 25-30, 2025, in Chicago, serves as a significant platform for sharing advancements in cancer research, bringing together scientists, clinicians, and advocates to discuss the latest breakthroughs in oncology [3].
二线茶饮品牌逆袭:沪上阿姨凭什么冲击港股?
搜狐财经· 2025-04-29 19:02
Core Viewpoint - The listing of the tea beverage brand "沪上阿姨" marks a significant milestone in the capitalization process of the new tea beverage industry, reflecting the increasing competition and investment interest in this sector [1][2]. Company Summary - "沪上阿姨" plans to issue approximately 2.41 million H-shares at a price range of HKD 95.57 to HKD 113.12, aiming to raise over HKD 2.7 billion, with a potential market capitalization exceeding HKD 30 billion [1]. - The company has achieved a compound annual growth rate (CAGR) of over 40% in revenue over the past three years and has surpassed 6,000 stores, particularly excelling in lower-tier markets [2]. - The IPO includes a 15% over-allotment option, which could increase the total issuance to about 2.77 million shares [1]. Industry Summary - The IPO of "沪上阿姨" is significant as it is the second independent tea beverage brand to go public after "奈雪的茶," serving as a barometer for market valuation attitudes towards the tea beverage sector [2]. - The timing of the IPO is strategic, coinciding with the post-May Day holiday consumer market recovery, which is expected to enhance market attention [1]. - The pricing reflects a valuation logic where the lower limit corresponds to a 2023 price-to-earnings ratio of approximately 35 times, while the upper limit approaches 40 times, indicating a higher valuation compared to traditional dining enterprises but at a slight discount to similar listed tea brands [1].
沪上阿姨IPO突击分红,单卫钧夫妇入袋1.77亿,加盟通病难解
搜狐财经· 2025-04-29 15:54
Core Viewpoint - Hu Shang Ayi (Shanghai) Industrial Co., Ltd. is launching an IPO in Hong Kong, facing challenges such as declining revenue and profit, while heavily relying on a franchise model for its business expansion [2][3][9]. Group 1: IPO Details - The company plans to issue 2.4113 million shares at a price range of HKD 95.57 to HKD 113.12, with an expected listing date of May 8 [2][3]. - Two cornerstone investors, Yingfeng Holdings and Huabao Holdings, have subscribed for shares totaling approximately USD 921.55 million (around HKD 71.49 million) [3]. Group 2: Financial Performance - In 2024, Hu Shang Ayi reported a revenue of RMB 32.85 billion, a year-on-year decline of 1.9%, and a net profit of RMB 3.29 billion, down 15.2% [9][10]. - The gross profit margin increased to 31.3% in 2024, but the net profit margin decreased by 1.6 percentage points to 10% [10]. - The company's total GMV reached RMB 107 billion in 2024, reflecting a growth of approximately 10%, although average single-store GMV fell by 12% to RMB 1.37 million [11]. Group 3: Business Model and Franchise Dependency - As of the end of 2024, 99.7% of Hu Shang Ayi's 9,176 stores were operated by franchisees, indicating a strong reliance on the franchise model [13][14]. - Revenue from franchise-related activities accounted for 96.5% of total income in 2024, highlighting the company's dependency on this model for growth [14][15]. Group 4: Cash Dividends and Founder Earnings - The company distributed significant cash dividends during its IPO period, with a total of RMB 2.19 billion in cash dividends declared, of which over 80% went to the founders, Dan Weijun and Zhou Rongrong [7][9]. Group 5: Food Safety Concerns - Recent reports have raised food safety issues, including the use of expired ingredients in products, which could impact the brand's reputation and consumer trust [16][20]. - Complaints regarding product quality and customer service have been prevalent, with numerous reports of unsatisfactory experiences from consumers [21][23].
从泡泡玛特到老铺黄金,看一家基金的消费投资史
36氪· 2025-04-29 15:05
如今再谈新消费,似乎太不与时俱进。 上一轮热火朝天的讨论,已经是三四年前,而后便是漫长的沉寂。这一段的盛极而衰里,黑蚁资本是最 有代表性的基金——或许没有之一。 2020年底,伴随着上市即千亿市值的泡泡玛特,黑蚁来了一次惊艳亮相。紧接着,这家机构又募到了一 支人民币新基金和一支美金新基金,合计约40亿。这也是当年消费行业最大的一笔募资。 然而,消费行业快速陷入低迷,消费投资更是逐渐被遗忘。直到2024年6月,老铺黄金登陆港交所,股 价涨了20多倍,市值一度逼近1500亿港币。在老铺上市的半年前,也是这家公司成立15年来唯一的一次 融资中,黑蚁是领投方。 对黑蚁来说,两场IPO之间的四年,是五味杂陈的。 他们趟过坑、走过弯路,庆祝过,也怅然过。"但从来没有想过离开,"黑蚁资本管理合伙人何愚说,所 幸最终回到了正确的道路上来。 最近,「暗涌Waves」访谈了何愚。我们的话题始于老铺,但也花了相当长的时间去回溯这家基金沉寂 的四年,以及更久远的陈年往事。这其中,你能少有地完整看到一家基金的创业历程。 或许因为经历过几度反转,何愚对一个投资人的能力边界,拥有更多的思考。在人人高呼AI与科技的 今天,他却说他希望成为离 ...
奈雪的茶回应“通知能喝奶茶就不要喝水”:我们搞笑的!去年亏损9亿元…
北京商报· 2025-04-29 11:53
商家配发的《重要通知》图片上,白纸黑字印着:由于天气炎热,用水量剧增,很多淡水资源已经亮起 了红灯,希望各位市民节约用水。能喝奶茶就不要喝水,把水留给不能喝的孩子,将爱心传播下去。节 约用水,从我做起。 4月29日,#奈雪的茶门店通知能喝奶茶就不要喝水#冲上热搜。不少网友评论表示:"有些玩笑开不 得""喝出毛病第一个找他"。 还有网友评论表示:"能喝水就不要喝奈雪的茶"。 网友:"喝出毛病第一个找他"。 近日,有网友反映,奈雪的茶(玖隆茂店)小红书在门店摆出重要通知,宣称"能喝奶茶就不要喝水。"这 是对消费者的一种误导。 4月28日晚上,媒体从奈雪的茶(玖隆茂店)小红书账号上看到了这条发布于4月25日的帖文。帖文的标题 是《发布一条重要通知》,配文为:"能喝奶茶就不要喝水,节约用水从我做起"!帖文后还附带了话 题"一本正经的胡说八道""一般人我不告诉他"等。 4月29日上午,奈雪的茶(玖隆茂店)一名工作人员向合新闻记者证实,前几天门店的确摆放出了这样一 份《重要通知》,是店长打印出来摆放在门店的,但自己不清楚为何店长要摆放这样的通知。工作人员 称,奈雪的茶(玖隆茂店)是一家加盟店,这份《重要通知》只在门店柜台 ...