蓝海华腾（SZ 300484，收盘价：22.05元）8月14日晚间发布公告称，深圳市蓝海华腾技术股份有限公 司的全资子公司无锡蓝海华腾技术有限公司于近日收到中华人民共和国国家知识产权局颁发的发明专利 证书。专利名称分别为"电流零位确定方法、装置和存储介质""永磁同步电机控制方法及装置"等。 2024年1至12月份，蓝海华腾的营业收入构成为：工业自动化占比100.0%。 （文章来源：每日经济新闻） ...

受托参与拍卖的上海正顺圆拍卖有限责任公司一位工作人员通过电话向《每日经济新闻》记者介绍，正在与卖家沟通二次挂牌拍卖事宜。 图源：阿里拍卖平台 该处花园别墅建造于1924年，是优秀历史保护建筑，曾被用于《安家》《三十而已》等热门影视剧拍摄，挂牌一个星期以来备受关注。截至拍卖结束，该项 目吸引了23548次围观，591人设置提醒。 "周一（8月11日）安排了买家集中看房，现场很多人，详细介绍别墅内部结构和样貌。"上述拍卖行工作人员表示，后续若有买家看中也可联系公司预约参 观。 愚园路532弄是一处隐藏在上海市中心的百年老建筑群，名为"柳林别业"，东侧步行可达静安寺商圈，南侧经过延安路是徐汇衡复风貌区。 "柳林别业"坐落着10幢独立式花园住宅和1幢联排住宅，每幢都配有宽敞露台，2～3层红色平瓦坡屋顶，立面为青灰色或红色砖墙；西式风格，局部有中式 装饰；融合了独立花园住宅与新式里弄的独特风格。 建筑群内曾是多位名人的居所，包括55号的冯治安旧居、61号的申国权旧居、67号的陈调元旧居以及71号的邵树华旧居。 拍卖信息显示，标的物并非司法拍卖，无任何法律纠纷。项目为精装修住宅用房，多居室多厅二卫，建筑总面积346.66 ...

每经AI快讯，8月14日消息，挪威央行维持基准利率在4.25%不变，符合市场预期。 ...

Core Viewpoint - Tianmao Group is facing delisting risks due to failure to disclose its 2024 annual report and Q1 2025 report on time, leading to a choice of voluntary delisting to protect investors [1][4] Group 1: Company Financial Situation - The company announced a projected loss of 500 million to 750 million yuan for 2024, which caused a significant drop in stock price, although it only fell by 5.54% on the announcement day [2] - The stock price has continued to decline, reaching as low as 1.35 yuan, and was at 1.58 yuan as of August 13 [1] - The actual controller has taken responsibility, offering investors a cash option to mitigate losses, with a buyback price set at 1.6 yuan per share, potentially costing up to 2.607 billion yuan [4] Group 2: Investor Decision-Making - Investors face three scenarios: continued holding due to potential recovery, accepting cash options due to severe losses, or uncertainty leading to forced selling at low prices [2][3] - The lack of timely financial disclosures has severely impacted investors' ability to make informed decisions, leading to fears regarding delisting and stock performance [3] Group 3: Market Implications - The company’s total assets exceed 280 billion yuan, with financial investments amounting to 122.9 billion yuan, indicating that slight changes in discount rates could lead to significant financial impacts [3] - The valuation of Tianmao Group is concerning, with a net asset value of 21.8 billion yuan, while the buyback plan suggests a total valuation of only 7.8 billion yuan, raising questions about the fairness of the transaction [5]

（文章来源：每日经济新闻） 近日，恒生港股通创新药指数新编制方案正式生效，明确剔除CXO企业，聚焦创新药企，成为ETF跟踪 指数中首批"纯度"达100%的创新药指数。回测显示，此次调整后，该指数自2023年7月10日发布以来年 化收益率和夏普比率均更高。恒生创新药ETF（159316）是市场上唯一跟踪该指数的产品，连续多 日"吸金"，最新规模超12亿元、创历史新高，可助力投资者分享产业发展红利。 近日，国家医保局公示2025年"医保目录+商保创新药目录"初审结果，医保534个通用名、商保121个通 用名通过，多款肿瘤/罕见病创新药与高价CAR-T进入商保目录初审名单，创新药支付体系迎来双轨制 时代。 兴业证券表示，创新药方面，近期市场情绪继续上行，当下板块仍有弹性空间。今年的对外授权交易持 续出现进展，其中不乏重磅交易落地，目前可以预期仍有较多优质国产创新药品种潜在有出海机会，潜 在授权交易值得期待；此外，国内政策层面，下半年医保目录调整和商保政策推进亦是重要催化剂。 ...

（文章来源：每日经济新闻） 每经AI快讯，8月14日，国内商品期货大面积收跌，焦煤跌超6%，焦炭跌超4%，多晶硅跌超3%，铁矿 石跌近3%，菜油、氧化铝、硅铁跌超2%，甲醇、对二甲苯、螺纹钢、BR橡胶、原油、尿素、生猪跌超 1%。涨幅方面，烧碱涨超1%，沪银涨近1%。 ...

Group 1 - The core viewpoint of the report is a "buy" rating for Xianglou New Materials (301160.SZ) based on its growth potential and competitive advantages [2] - The company is expanding its precision stamping production capacity and improving its sales structure, which is expected to enhance overall performance [2] - Xianglou New Materials has a significant competitive advantage in domestic substitution, showcasing scale effects and cost-performance benefits [2] Group 2 - The company is innovating by developing stamping harmonic reducer flexible wheels, which will improve production efficiency and reduce harmonic costs [2] - Potential risks identified include lower-than-expected automobile sales, fluctuations in raw material prices, and challenges in new business development [2]

Core Viewpoint - Tianfeng Securities issued a report on August 14, giving Dongmu Co., Ltd. (600114.SH, latest price: 26.05 yuan) a "buy" rating based on strong growth in MIM and continuous improvement in profitability [2] Group 1: MIM Growth and Applications - MIM is experiencing strong growth, which is complemented by cost reduction and efficiency enhancement, leading to sustained improvement in profitability [2] - The three major platforms are collaborating effectively, with MIM enabling diverse application scenarios such as foldable screen hinges, AI, and robotics [2] Group 2: P&S and SMC Opportunities - In the P&S segment, hybrid vehicles maintain core scenarios while robotic gears are opening new opportunities [2] - The SMC segment is seeing growth potential driven by demand for automotive applications and AI computing power [2]

Group 1 - The core viewpoint of the report is that Minsheng Securities recommends a buy rating for Amlogic Co., Ltd. (688099.SH) based on strong growth driven by intelligent technology and strategic product development [2] - The company is experiencing high growth in both revenue and shipment volume, indicating robust demand in the market [2] - Amlogic is committed to R&D investment, which is expected to drive the growth of new strategic products [2] Group 2 - The company is making significant progress in its diversified layout, with a focus on the potential revaluation of platform-type System on Chip (SoC) [2] - The report highlights potential risks, including market promotion not meeting expectations and changes in the competitive landscape [2]

（文章来源：每日经济新闻） 每经AI快讯，欧元兑英镑日内下跌0.1%至0.86097，为近一个月低点。 ...