利弗莫尔证券显示，江苏日御光伏新材料股份有限公司向港交所提交上市申请书，保荐人为 国泰君安 国际证券。 ...

Market Overview - On May 29, the A-share market saw major indices fluctuate and close higher, with the Shanghai Composite Index rising by 0.7%. The total trading volume reached 1.21 trillion yuan, an increase of nearly 180 billion yuan compared to the previous trading day. Approximately 4,500 stocks closed higher, while 831 stocks declined, with 120 stocks hitting the daily limit up and 16 stocks hitting the limit down [1]. Sector Performance - The digital currency sector led the market with a 6.5% increase, featuring over 10 stocks hitting the daily limit up, including Lakala, Xiongdi Technology, and Sifang Chuangxin [1]. - The innovative drug sector also performed strongly, with stocks like Ruizhi Pharmaceutical, Shutaishen, and Yifang Bio-U hitting the daily limit up. Shutaishen's stock price has surged by 108.7% over the past eight trading days, with individual investors buying 4.832 billion yuan worth of shares, accounting for 65.17% of total purchases [1]. - The autonomous driving sector experienced a wave of limit-up stocks, including Sanyou Technology and Wanma Technology [1]. Historical Highs - A total of 27 stocks reached historical closing highs, with the pharmaceutical and biological sector leading with 8 stocks, followed by machinery equipment with 6 stocks, and retail with 2 stocks. The average increase for these stocks was 7.5% [2][3]. Institutional Activity - On May 29, 8 stocks saw net purchases exceeding 10 million yuan from institutions, with Wangzi New Materials leading at 41.11 million yuan. Other notable net purchases included Sifang Chuangxin and Jiusheng Electric, each exceeding 30 million yuan [4][5]. - Conversely, Xiongdi Technology faced a net sell-off exceeding 100 million yuan, with other stocks like Yong'an Pharmaceutical and Youfu Co., Ltd. also experiencing significant net selling [4]. Northbound Capital - Northbound capital saw significant net purchases, with Sifang Chuangxin receiving 149.95 million yuan, followed by Lakala with 89.21 million yuan. The largest net sell-offs were recorded for Xue Ren Co., Ltd. and Guangju Energy [6]. Company Announcements - Guangyang Co., Ltd. announced the termination of its planned acquisition of Ningbo Yinqiu Technology Co., Ltd. due to a lack of consensus among parties involved. The stock will resume trading on May 30 [7]. - Fengcai Technology is in the process of applying for an H-share listing on the Hong Kong Stock Exchange and has received a filing notice from the China Securities Regulatory Commission [7]. - Zhongke Xingtou announced that it has been suspended from participating in military procurement activities starting May 28, 2025 [7]. - Pingao Co., Ltd. signed a service contract worth 397 million yuan with Shenzhen Yuanmai for providing computing power resources [7]. - Zoomlion plans to issue asset-backed securities (ABS) up to 4 billion yuan and credit bonds up to 1 billion yuan [7]. Land Acquisition - Xiaoshangpin City successfully acquired a state-owned construction land use right in Hangzhou for 569 million yuan, intended for the Yiwu market project [8].

同日，江西绿欣与福建中酿订立租赁协议，据此，江西绿欣（作为承租人）已有条件同意租赁而福建中 酿（作为出租人）已有条件同意向承租人出租该等物业，为期20年，租金总额为人民币20百万元。租赁 代价将由承租人促使公司于租赁事项完成时向出租人按发行价每股租赁代价股份0.64港元配发及发行 3406万股租赁代价股份支付。 格隆汇5月29日丨旷逸国际(01683.HK)公告，于2025年5月29日，公司间接全资附属公司江西绿欣与福建 中酿订立(i)资产购买协议，据此，江西绿欣（作为买方）已有条件同意购买而福建中酿（作为卖方）已 有条件同意出售目标资产，总代价为87.3百万港元。购买代价须由买方促使公司于购买事项完成时向卖 方按发行价每股资产代价股份0.64港元配发及发行1.36亿股资产代价股份支付。 目标资产包括以下资产：生产及配套资产包括(i)自动化机器，包括生产线、铲车、快速膜过滤器、空气 压缩机、车间保温罐、喷码机、巴氏消毒机、灌装机、燃油燃气蒸汽锅炉、立式矽藻土过滤器及VGS空 气压缩机；及(ii)配套资产，包括电脑、空调及商业及物流车辆。生产及配套资产由卖方于2020年至 2022年投资，年产葡萄酒产品12,0 ...

1、恆指：多頭投資者認為站穩23600，有機會上殺24000的熊證，繼續持有收回價22000的牛證。也有投資者表示指數升到近一個月高位，高追入牛證，認為也有投資 者認為收回價在23700的熊證準備止損離場，選擇觀望。也有看空投資者繼續看淡6月份在走勢，入手平價熊證。 | 信號總結 | 賣出信號│中立信號│ | 買入信號 | | --- | --- | --- | | ■出 | 11 O | | 3、京東（09618）：投資者問逼近周線的底部，是否觸底反彈，挑戰250天線？窩輪市場上，有投資者持有行使價160元的認購證。 Simon:目前技術信號處於"強力買入"的信號，看好信號有16個，中立信號有6個以及賣出信號2個。上方阻力參考23853點，第二阻力位24200點。投資者認為 的24000，逼近恒指日線圖的保利加通道頂部24100點，投資者的觀點是有一些數據支持的。另外指數的支持位在23000點。 2、中芯國際（00981）：日線圖逼近底部，最近3天成交量增加，是否有機會反彈？同時有投資者認為守不住41元，就會下探35-30元。窩輪市場上，有人繼 續持有Put,認為跌到40.5元再獲利離場。 Simon:今日 ...

Core Viewpoint - China Biologic Products (01177.HK) announced preliminary data from a Phase II clinical study of TQB2868, a PD-1/TGF-β dual-function fusion protein, in combination with Anlotinib and AG chemotherapy for first-line treatment of metastatic pancreatic ductal adenocarcinoma (mPDAC) at the 2025 ASCO annual meeting [1][2] Group 1: Clinical Study Results - The TQB2868-ALTN-II-01 study evaluated the efficacy and safety of TQB2868 combined with Anlotinib and AG chemotherapy (Gemcitabine + Albumin-bound Paclitaxel) in mPDAC patients [1] - As of January 2025, 40 patients with stage IV mPDAC were enrolled, with 36 being evaluable; the objective response rate (ORR) was 63.9%, significantly higher than the historical data for AG chemotherapy (23%-36%) [1] - The disease control rate (DCR) reached 100%, compared to 62.3% for AG chemotherapy, and the 6-month progression-free survival (PFS) rate was 86%, double that of AG chemotherapy (43.2%) [1] - The median overall survival (OS) has not yet been reached, but it is expected to exceed one year [1] Group 2: Safety Profile - The safety profile of the TQB2868 combination therapy was favorable, with a rate of grade 3 or higher adverse reactions at 52.5%, lower than the 68.1%-77% range reported for AG chemotherapy [1] Group 3: Future Developments - The company is in communication with the Chinese National Medical Products Administration (NMPA) regarding the registration of a Phase III clinical trial for the TQB2868 combination therapy [2] - This combination therapy is anticipated to become the first-line treatment for pancreatic cancer using immune checkpoint inhibitors, potentially leading to significant improvements in overall survival and quality of life for patients [2]

Core Viewpoint - The company announced preliminary data from a Phase II clinical study of TQB2868, a PD-1/TGF-β dual-function fusion protein, in combination with Anlotinib and chemotherapy for first-line treatment of metastatic pancreatic ductal adenocarcinoma (mPDAC) at the 2025 ASCO annual meeting [1] Group 1: Clinical Study Results - The study has enrolled 40 patients with stage IV mPDAC, with 36 patients being evaluable as of January 2025 [1] - The objective response rate (ORR) for TQB2868 combined with Anlotinib and AG chemotherapy reached 63.9%, which is 2-3 times higher than historical data for AG chemotherapy [1] - The disease control rate (DCR) was 100%, 1.6 times higher than that of AG chemotherapy [1] - The median progression-free survival (PFS) has not yet been reached, but the 6-month PFS rate is 86%, which is double that of AG chemotherapy [1] - The median overall survival (OS) has not yet been reached, but it is expected to exceed one year [1] Group 2: Safety Profile - The combination therapy demonstrated good safety and tolerability, with a rate of grade 3 or higher adverse reactions at 52.5% [1] - The company is in communication with the Center for Drug Evaluation (CDE) of the National Medical Products Administration regarding the registration of a Phase III clinical trial for the TQB2868 combination therapy [1]

北水关注个股 美团：5月29日，美团闪购618发布了酒品类首日战报，自5月28日启动以来的24小时内，酒类整体成交 额与去年同期相比增长超18倍。其中，白酒首12小时成交额即破3亿元，首日成交额与去年同期相比增 长逾70倍，多品牌持续热销。啤酒作为即时零售优势品类，首日卖出近千万瓶。年轻人喜欢的洋酒、葡 萄酒、鸡尾酒、调酒等潮饮品类年同比增长超三位数。 众安在线：国金证券近日发布报告称，香港立法会正式三读通过《稳定币条例草案》，预计今年底前， 机构可向香港金管局申请成为合规的稳定币发行商。该行认为，众安持股43.43%众安银行股权，众安 银行为香港首家为稳定币发行方，提供储备银行服务的数字银行，也与金管局首批沙盒参与者之一的圆 币创新科技合作，由于虚拟资产业务布局深入，估计有望长期受益。国金证券维持给予众安在线"买 入"评级。 泡泡玛特：建银国际发表研究报告，首次给予泡泡玛特"优于大市"评级，目标价为256港元，对应未来 12个月预测市盈率约50倍。该行预测公司未来盈利增长前景向好，2025至2027年收入及盈利年均复合增 长率将达到38%及44%。该行指出，泡泡玛特新产品可持续推动增长，加上持续在全球市场扩 ...

智通财经APP获悉，5月29日，诺亚控股(06686,NOAH.US)发布了2025年第一季度未经审核的财务业绩 公告。公告显示，诺亚控股在报告期内净收入为人民币6.15亿元；经营收益达到人民币1.86亿元，同比 增长53.1%；诺亚股东应占净收益为人民币1.49亿元，同比增长13.3%；非公认会计准则下的诺亚股东应 占净收益为人民币1.69亿元，同比增长4.7%。 其中，诺亚控股来自境外的净收入为人民币3.04亿元，同比相对持平，环比增加5.0%，主要由于境外保 险产品分销增加所致；境外收入持续增长，现占净收入总额近50%。随着海外的持续投入和建设，海外 收入端贡献占比提升，境外业务已成为重要增长引擎，反映了国际化战略成效显著。 在财富管理业务方面，诺亚控股注册客户总数为463161人，较2024年3月31日增长1.2%；活跃客户总数 为8822人，较2024年第一季度减少15.1%；分销的投资产品总价值为人民币161亿元，较2024年第一季 度减少14.7%。 在资产管理业务方面，诺亚控股总资产管理规模为人民币1493亿元，其中中国内地资产管理规模为人民 币1066亿元，境外资产管理规模为人民币427亿元 ...

Group 1 - The core event is the 11th anniversary celebration of the popular IP "Full-Time Master" by the company, with protagonist Ye Xiu celebrating his 28th birthday, leading to nationwide celebrations and significant online and offline engagement [1] - The company's stock rose by 2.03%, maintaining a market capitalization of HKD 28.261 billion, reflecting positive investor sentiment [1] - The gross merchandise value (GMV) of the company's derivatives exceeded RMB 500 million in 2024, with card game GMV surpassing RMB 200 million, indicating strong market performance and revenue growth from key IPs [1] Group 2 - The company has established a complete ecosystem for IP development, collaborating with over 150 authorized partners and successfully setting up more than 10 online self-operated live streaming rooms and official e-commerce platforms [2] - The company is advancing its IP creation and visualization while increasing its investment in AI technology, which is expected to enhance its content ecosystem and expand its commercial capabilities [2] - The company has built a distribution model that covers over 6,000 offline sales points and 3,000 online sales points, showcasing its extensive market reach [2]

智通财经APP获悉，5月29日港股市场，北水成交净买入43.82亿港元，其中港股通(沪)成交净买入41.86 亿港元，港股通(深)成交净买入1.96亿港元。 北水净买入最多的个股是美团-W(03690)、众安在线(06060)、石药集团(01093)。北水净卖出最多的个股 是中芯国际(00981)、小米集团-W(01810)、小鹏汽车-W(09868)。 | 股票名称 | 买入额 | 卖出额 | 买卖总额 | | --- | --- | --- | --- | | | | | 净流入 | | 美团-W | 28.37 乙 | 19.94 Z | 48.31亿 | | HK 03690 | | | +8.42亿 | | 小米集团-W | 13.14 Z | 14.18 Z | 27.32亿 | | HK 01810 | | | -1.04 Z | | 众安在线 | 14.89亿 | 8.69 Z | 23.57亿 | | HK 08060 | | | +6.20 亿 | | 阿里巴巴-W | 10.76 Z | 11.95亿 | 22.71亿 | | HK 09988 | | | -1.19 亿 | | 中芯国 ...