石药集团公告，截至2025年3月31日止三个月，收入为70.15亿元，同比下降21.9%。股东应占溢利为 14.78亿元，同比下降8.4%。基本每股盈利为人民币12.91分，同比下降5.1%。 ...

智通财经5月29日电，港股午间收盘，恒生指数涨0.64%，恒生科技指数涨1.56%。众安在线涨25%，小 鹏汽车涨超6%，美团涨近5%，泡泡玛特涨超4%。 港股午评：恒生指数涨0.64% 众安在线涨25% ...

石药集团第一季度营收70.1亿元人民币，预估86.7亿元人民币。 销售及分销开支16.6亿元人民币。 研发支出13.0亿元人民币。 ...

智通财经5月29日电，石药集团在港交所公告称，第一季度营收70.1亿元，第一季度研发支出13亿元。 ...

石药集团(01093.HK)：第一季度营收70.1亿元，第一季度研发支出13亿元。 ...

Core Viewpoint - The automotive industry's price-cutting trend has led to a continuous decline in valuations across the supply chain, yet savvy investors are beginning to acquire undervalued stocks, particularly in the intelligent driving sector [1] Group 1: Intelligent Driving Sector - The intelligent driving segment is a core investment theme in the automotive industry, with domestic new energy vehicle penetration exceeding 40%, but high-level intelligent driving penetration remains low, primarily at the L2 stage [1] - Companies like Xpeng and Tesla are leading the push for higher-level intelligent driving, with only a few models achieving L2+ and L3 capabilities [1] - The steer-by-wire system is a key component of high-level intelligent driving, and the global steering system leader, Nexteer (耐世特), is gaining investor interest [1] Group 2: Company Performance and Market Position - Nexteer's valuation has dropped by 7% recently but has increased by over 77% this year, driven by improved fundamentals and strong competitiveness in the steer-by-wire sector [1] - The company is strategically expanding into the steer-by-wire chassis sector to meet industry mass production demands, further enhancing its fundamentals [1] - Nexteer holds a strong position in the global automotive steering system market, ranking among the top three with a market share of 16.16% in China, second only to Bosch Huayu [2][4] Group 3: Financial Outlook - Despite being a market leader, Nexteer faces significant competitive pressure from price wars and domestic substitution in the Chinese market, with revenue growth slowing to only 1.65% in 2024 [4] - The company has a high customer concentration, with its top three clients contributing 68.8% of revenue, which poses operational risks if major clients like General Motors face performance issues [4] - In Q1 2025, Nexteer secured $800 million in new orders, a 60% year-on-year increase, with a significant rise in orders from Chinese clients, indicating strong product recognition [5][11] Group 4: Product Development and Market Trends - The steer-by-wire system is becoming mainstream as the automotive industry shifts from traditional hydraulic systems to electronic systems, with significant growth potential in the L2+ and L3 intelligent driving segments [7][10] - Nexteer's product portfolio includes traditional hydraulic and electric power steering systems, with a notable increase in orders for steering columns and intermediate shafts in 2025 [8] - The company has made breakthroughs in steer-by-wire technology, winning multiple orders from leading electric vehicle manufacturers, which positions it well for future growth [10] Group 5: Investment Sentiment - Several investment banks are optimistic about Nexteer's prospects, forecasting a compound annual growth rate of 29% in net profit from 2025 to 2027, supported by strong order growth and product diversification [11] - The intelligent driving sector remains a hot investment theme, with Nexteer's fundamentals and multiple growth drivers expected to support its market value in the long term [12]

港股众安在线(06060.HK)盘中涨超20%，现报19.32港元，当前市值为274.88亿港元。 ...

无需港股通，A股账户就能T+0买港股>> 港股众安在线盘中涨超20%，现报19.360港元，当前市值为274.88亿港元。 ...

Group 1 - A-shares indices collectively strengthened on May 29, with the Hong Kong Stock Connect medical theme index leading the gains [1] - The Hong Kong medical ETF (159366) rose by 2.9%, with notable increases in constituent stocks such as WuXi AppTec up over 10%, MicroPort Medical up over 9%, and WuXi Biologics up over 8% [1] - The U.S. International Trade Court halted Trump's tariff policy, leading to significant gains in U.S. stock index futures, with the Dow Jones futures up nearly 500 points (1.1% increase) [1] Group 2 - At the 2025 ASCO annual meeting, Chinese pharmaceutical companies showcased strong performance in innovative drug fields, particularly in PD-1 bispecific antibodies, CAR-T, and ADC technologies [2] - Key focus areas include the technological accumulation and market expansion capabilities of leading innovative drug and medical device companies, especially those with core technologies and overseas licensing [2]

5月29日，杭州土拍推出1宗商改住地块，总起拍价9.8亿元，起始楼面价16893元/平方米。最终由绿城 中国经过46轮竞价以13.7亿元补仓，溢价率40.33%，成交楼面价23707元/平方米，刷新运河新城核心区 中部楼面价新纪录，中指研究院华东大区常务副总高院生表示，该地块所在片区周边之前限价项目持续 低中签率去化，已具有涨价预期，预计未来新房价格3.6万—4万元/平方米。(人民财讯) ...