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吉利汽车(0175.HK):新能源持续亮眼极氪、领克发力高端
Ge Long Hui· 2025-06-02 18:39
Core Viewpoint - The company reported significant growth in sales, particularly in the new energy vehicle segment, indicating a strong market position and potential for future profitability [1][2][3] Sales Performance - In May, the total wholesale sales reached 235,000 units, representing a year-on-year increase of 46.4% and a month-on-month increase of 0.5% [1][2] - Cumulatively, from January to May, the total wholesale sales amounted to 1.173 million units, up 48.6% year-on-year [1][2] - New energy vehicle sales in May were 138,021 units, showing a year-on-year increase of 135.2% and a month-on-month increase of 9.9%, with a penetration rate of 58.7% [1][2] Brand Performance - The sales breakdown for May includes 189,000 units for the Geely brand, 18,908 units for Zeekr, and 27,630 units for Lynk & Co [1][2] - The launch of the Geely Galaxy Star 8, priced between 115,800 to 155,800 CNY, has generated over 10,000 pre-orders within six days [2] New Product Launches - The Lynk & Co 900 was officially launched in May, with four configurations priced between 289,900 to 396,900 CNY, achieving over 30,000 orders by mid-May [2] - The Zeekr 9X luxury SUV, set to launch in Q3 2025, features advanced technology and is expected to be priced over 1 million CNY [2] Technological Advancements - The company is deepening its integration of AI technologies, having announced a comprehensive AI strategy in May that includes various cutting-edge technologies [3] - The Lynk & Co 900 will be among the first vehicles to utilize the NVIDIA Thor chip, enhancing its competitive edge in the market [3] Financial Projections - The company forecasts revenues of 404.78 billion CNY, 489.69 billion CNY, and 572.83 billion CNY for 2025-2027, with net profits of 16.21 billion CNY, 22.09 billion CNY, and 25.98 billion CNY respectively [3]
容大科技招股在即:年营收3.5亿,现金紧张,6月10日港交所上市
Sou Hu Cai Jing· 2025-06-02 15:21
容大科技(股票代码:"9881"),一家自动识别资料收集(AIDC)装置及解决方案的领先供应商,近期已启动招股程序,目标是在6月10日正式登陆港交 所。 该公司计划在全球范围内发行1840万股,发行价格区间设定在10至12港元之间,预计最高可筹集资金约2.2亿港元。此次招股吸引了多家基石投资者的青 睐,包括香港临泰、曹柯(湖南大井电源技术有限公司CEO)、林小坚、中晟集团、李舒菡女士、MainAchieve以及伍志发,他们共承诺认购8030万港元 的股份。 根据招股书披露的数据,容大科技在2022年、2023年和2024年的营收分别为3.93亿元、3.49亿元和3.5亿元,毛利分别为8986万元、8546万元和9937万元。 然而,截至2024年12月31日,公司持有的现金及现金等价物仅为761万元,这对于一个如此规模的公司来说,显然处于较为紧张的状态。 | | 2022 | 2023 | 2024 | | --- | --- | --- | --- | | | 財政年度 | 財政年度 | 財政年度 | | | 人民幣千元 | 人民幣千元 | 人民幣千元 | | 收益 | 393,273 | 348,749 ...
大唐黃金(08299.HK)成立合资 开发及评估AI在有色金属勘探、开采工艺以及安全生产方面应用
Ge Long Hui· 2025-06-02 15:06
格隆汇6月2日丨大唐黃金(08299.HK)公告,公司与无锡专心智制科技有限公司("无锡专心智制")已于香 港成立合资公司,即人工智能矿业有限公司。合资公司由公司拥有51%的股权,并将于集团的综合财务 报表中作为附属公司入账。 无锡专心智制在中国成立的领先的创新科技公司,专注于为工业领域提供数据服务和人工智能("AI")解 决方案。 合资公司旨在开发及评估AI在有色金属勘探、开采工艺以及安全生产方面的应用。合资公司将通过随 机森林、强化学习、卷积神经网络及其他机器学习(ML)工具开发专业的AI应用模型,以推动采矿业向 数字化及智能化转型。此外,合资公司将引入数字孪生及数字化绩效运营系统,整合技术、供应链及运 营要素,以提高生产及资源利用效率以及工作安全,以及为采矿业创造合作机会。 于成立合资公司前,公司已于2024年开始与无锡专心智制合作,旨在率先开发应用AI技术的模型,以 降低勘探成本及提升勘探成功率。目前基于集团及其他来源的勘探及地质数据反馈,相关计算模型正处 于训练阶段。自开始合作,尤其是自成立合资公司以来,该模型截至本公告日期已取得鼓舞性成果。 在采矿及矿物加工领域,AI模型将被开发及应用于智能矿石分 ...
张建宁大乐透第2025061期:本期预测和值范围上升 关注和值115-120
Sou Hu Cai Jing· 2025-06-02 12:07
Summary of Key Points Core Viewpoint - The analysis focuses on the trends and predictions for the upcoming lottery draw, emphasizing the expected ranges for sum values and the distribution of odd and even numbers in both the front and back areas of the lottery. Group 1: Sum Value Analysis - The last sum value was 112, which shows an increase compared to the previous period. The average sum value over the last 10 periods is 90.1. The current trend suggests a rise in sum values, with a recommendation for the sum to fall between 115 and 120 [1]. Group 2: Front Area Position Analysis - **First Position**: The last winning number was 12, with a recent trend showing 3 odd and 7 even numbers. The focus is on even numbers, with a reference number of 16 [2]. - **Second Position**: The last winning number was 14, with 4 odd and 6 even numbers in the recent trend. The focus is on odd numbers, with a reference number of 21 [2]. - **Third Position**: The last winning number was 19, with a trend of 7 odd and 3 even numbers. The focus is on even numbers, with a reference number of 24 [2]. - **Fourth Position**: The last winning number was 33, with a trend of 8 odd and 2 even numbers. The focus is on odd numbers, with a reference number of 25 [2]. - **Fifth Position**: The last winning number was 34, with an equal distribution of odd and even numbers (5 each). The focus is on even numbers, with a reference number of 32 [2]. Group 3: Back Area Comprehensive Analysis - **First Position**: The last winning number was 01, with a trend of 7 odd and 3 even numbers. The focus is on odd numbers, with a reference number of 11 [3]. - **Second Position**: The last winning number was 07, with a trend of 3 odd and 7 even numbers. The focus is on even numbers, with a reference number of 12 [3]. Group 4: Lottery Draw Statistics - The winning numbers for the 2025060 lottery draw were 12, 14, 19, 33, 34 for the front area and 01, 07 for the back area. The sum value was 112, with an odd-even ratio of 2:3 [4].
翰森制药授予Regeneron在研GLP-1/GIP双受体激动剂HS-20094海外独占许可
快讯· 2025-06-02 11:41
Core Viewpoint - Hansoh Pharmaceutical has entered into a licensing agreement with Regeneron Pharmaceuticals, granting Regeneron global exclusive rights to develop, manufacture, and commercialize HS-20094, excluding mainland China, Hong Kong, and Macau [1] Group 1: Financial Terms - Hansoh Pharmaceutical will receive an upfront payment of $80 million [1] - The company is eligible to receive up to $1.93 billion in milestone payments based on the product's development, regulatory approval, and commercialization progress [1] - Future potential product sales will generate double-digit percentage royalties for Hansoh Pharmaceutical [1]
2025儿童健康科普行动启动 京东健康携手权威机构普及科学育儿
本次大会上,来自广州市妇女儿童医疗中心、上海儿童医学中心等医疗机构的医生代表也发表致辞,表 达了对儿童健康科普行动的支持与期待。 目前,京东健康已经构建了覆盖小儿肠胃消化、感冒发烧、呼吸用药、罕见病用药等全品类的儿科用药 供应链体系,汇聚了来自全国头部儿科医院的专家资源,满足不同家庭的儿童健康需求。 京东健康医药业务部儿科补益品类负责人介绍,在药品供给方面,京东健康将持续扩充儿科普药品类, 重点引入吸入剂、颗粒剂等儿童专属剂型,并持续引入儿童处方药、创新药和罕见病用药,提升地方性 药品的可及性,让全国家长都能在京东健康购买到各地流行且常用的儿童好药。京东健康还希望发挥线 上健康消费第一入口的领先优势,为儿童药品的研发、生产、销售和医疗服务的优化提供数据支持。同 时,向药企开放CRM用户服务管理工具,帮助药企更好地服务用户。 此外,针对医疗机构和众多儿科医生、专家,京东健康将依托自主研发的"京医千询"医疗大模型,帮助 各级医院和医疗机构建设儿童专病全病程管理平台,为医生、专家搭建AI数字人形象,更好地进行科 普教育。 本报讯 (记者张敏 见习记者梁傲男)5月29日,"健康童行·育见未来"2025儿童健康科普行动 ...
石药集团(01093.HK):JMT101在中国获突破性治疗认定用于治疗结直肠癌
Ge Long Hui· 2025-06-02 10:48
Core Viewpoint - The announcement highlights that JMT101, developed by the company, has received breakthrough therapy designation from the National Medical Products Administration of China for treating advanced colorectal cancer that has failed second-line or higher standard treatments [1][3]. Group 1: Clinical Significance - Colorectal cancer is the third most common cancer globally, with 517,000 new cases and 240,000 deaths reported in China in 2022, ranking second and fourth respectively in new cases and deaths from malignant tumors [1]. - Current standard treatment for advanced colorectal cancer that has failed second-line or higher therapies has a low objective response rate (ORR) of ≤5% and a median progression-free survival (mPFS) of approximately 3 months, indicating a significant unmet clinical need [1]. Group 2: JMT101 Characteristics - JMT101 is a recombinant humanized monoclonal antibody with a novel molecular structure, exhibiting antibody-dependent cellular cytotoxicity (ADCC) and complement-dependent cytotoxicity (CDC) [2]. - JMT101 shows significantly higher target affinity compared to similar products and reduces immunogenicity and infusion reactions [2]. Group 3: Clinical Trial Results - In a randomized, controlled, open-label Phase II study, the combination of JMT101 and irinotecan demonstrated superior ORR, disease control rate (DCR), and mPFS compared to the control group, with an mPFS of 7.4 months versus 2.9 months for the control [2]. - The study results will be presented at the 2025 American Society of Clinical Oncology (ASCO) annual meeting [2]. Group 4: Future Prospects - JMT101 has shown preliminary breakthrough efficacy and good safety in clinical studies, indicating a potential to become the standard treatment for post-line colorectal cancer [3]. - The company is advancing JMT101 in a pivotal Phase III clinical trial for this indication and is also conducting multiple Phase II and III clinical studies for other solid tumors, including lung cancer and nasopharyngeal carcinoma [3]. - The breakthrough therapy designation is expected to expedite the development process of JMT101 based on its promising efficacy and safety data [3].
惠生工程(02236.HK)6月2日收盘上涨7.02%,成交101.93万港元
Sou Hu Cai Jing· 2025-06-02 10:30
6月2日,截至港股收盘,恒生指数下跌0.57%,报23157.97点。惠生工程(02236.HK)收报0.305港元/ 股,上涨7.02%,成交量350.4万股,成交额101.93万港元,振幅24.56%。 最近一个月来,惠生工程累计涨幅1.79%,今年来累计涨幅33.8%,跑赢恒生指数16.1%的涨幅。 (以上内容为金融界基于公开消息,由程序或算法智能生成,不作为投资建议或交易依据。) 来源:金融界 机构评级方面,目前暂无机构对该股做出投资评级建议。 行业估值方面,石油及天然气行业市盈率(TTM)平均值为-5.93倍,行业中值4.06倍。惠生工程市盈率 7.59倍,行业排名第12位;其他珠江钢管(01938.HK)为0.86倍、CGII HLDGS(01940.HK)为4.06 倍、域高国际控股(01621.HK)为4.84倍、中信资源(01205.HK)为5.08倍、交运燃气(01407.HK) 为5.23倍。 资料显示,惠生工程技术服务有限公司(股份代号:2236.HK)是中国领先的能源工程EPC(设计、采购及施 工管理)服务和技术整合解决方案提供商,成立于1997年,2012年在港上市。公司专业从事炼 ...
昊天国际建投(01341.HK)6月2日收盘上涨7.59%,成交4710.48万港元
Sou Hu Cai Jing· 2025-06-02 10:30
6月2日,截至港股收盘,恒生指数下跌0.57%,报23157.97点。昊天国际建投(01341.HK)收报0.425港 元/股,上涨7.59%,成交量1.17亿股,成交额4710.48万港元,振幅22.78%。 最近一个月来,昊天国际建投累计跌幅13.19%,今年来累计跌幅50%,跑输恒生指数16.1%的涨幅。 (以上内容为金融界基于公开消息,由程序或算法智能生成,不作为投资建议或交易依据。) 来源:金融界 财务数据显示,截至2024年9月30日,昊天国际建投实现营业总收入7755.39万元,同比增长0%;归母 净利润-6402.71万元,同比增长16.47%;毛利率36.05%,资产负债率40.56%。 机构评级方面,目前暂无机构对该股做出投资评级建议。 行业估值方面,工业工程行业市盈率(TTM)平均值为14.59倍,行业中值2.41倍。昊天国际建投市盈 率-6.81倍,行业排名第151位;其他谊砾控股(00076.HK)为0.31倍、中国航天万源(01185.HK)为 0.32倍、天洁环境(01527.HK)为1.88倍、北京控股环境集团(00154.HK)为2.16倍、同景新能源 (08326.HK)为 ...
争议升级!两家上市公司深夜互相“喊话”,巨子生物股价受挫
Core Viewpoint - The ongoing dispute between Hyaluronic Acid and recombinant collagen has gained significant attention, particularly involving major players in the medical aesthetics industry, Huaxi Biological and Juzhi Biological, leading to market volatility and investor caution [1][8]. Company Responses - Huaxi Biological expressed support for Dr. Hao Yu, emphasizing the importance of consumer rights and the integrity of product testing, while also indicating that they have conducted thorough evaluations of the claims made by Dr. Hao [2][5]. - Juzhi Biological issued a statement condemning Huaxi Biological's accusations as malicious and unfounded, highlighting their commitment to consumer trust and the integrity of their products [2][3]. Market Reaction - Following the controversy, Juzhi Biological's stock price fell over 5.6% on June 2, closing at 68.25 HKD per share, with a market capitalization of 731 billion HKD, reflecting investor concerns about the ongoing dispute [1][8]. Testing and Standards - The testing report that Dr. Hao Yu referenced was clarified by the testing agency, stating it was not legally valid for public proof and lacked comprehensive methodology, which raised questions about the reliability of the results [3][7]. - The lack of unified testing standards in the recombinant collagen industry has been highlighted as a significant issue, contributing to consumer distrust and regulatory challenges [7][9]. Industry Implications - The incident has exposed vulnerabilities in the regulatory framework and testing standards for the recombinant collagen sector, prompting discussions about the need for clearer guidelines and industry standards [7][9]. - The National Medical Products Administration has initiated the development of industry standards for recombinant collagen testing, indicating a move towards greater regulatory oversight [7].