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深圳农批市场加大备货力度 市民采购秩序井然
Shen Zhen Shang Bao· 2025-09-24 06:56
Group 1 - The super typhoon "Haikui" has entered the South China Sea, prompting Shenzhen's deep agricultural group to enhance its agricultural product supply guarantee efforts to stabilize the "vegetable basket" for citizens [2] - At the Futian Agricultural Wholesale Market, the daily incoming supply of goods reached 3,000 tons, with emergency supply capacity increased to 5,500 tons per day [2] - From September 16 to 22, the average daily supply volume at the market ranged between 2,800 to 3,300 tons, with specific daily supplies including 1,000 tons of vegetables, 600 tons of fruits, 500 tons of pork, beef, lamb, and frozen products, 100 tons of poultry and seafood, and 800 tons of grains, oils, dried goods, and seasonings [2] Group 2 - The deep agricultural group reported that from September 15, the vegetable incoming volume reached nearly 5,600 tons per day, with over 5,400 tons recorded on September 22 and over 7,000 tons on September 23 [3] - The market has a stockpile of 3,500 tons on-site, over 2,000 tons in surrounding cold storage, and over 5,800 tons in transit, ensuring a robust three-tier supply reserve system [3] - The Bujie Agricultural Wholesale Market also initiated supply guarantee operations, with a daily vegetable supply of approximately 150 tons and over 25 tons of pork available daily [2][3]
全力保障市民的“米袋子”“菜篮子” 深圳各大商超货足价稳
Shen Zhen Shang Bao· 2025-09-24 06:52
Core Viewpoint - Shenzhen supermarkets are actively preparing for the impact of Typhoon "Haikui" by ensuring sufficient stock and stable prices for essential goods [1] Group 1: Supermarket Preparedness - Major supermarkets such as Walmart, Sam's Club, Tianhong, and CR Vanguard have initiated emergency plans to ensure supply and price stability [1] - Sam's Club has increased the stock of essential items like drinking water, fresh vegetables, and meat, with a focus on replenishing supplies frequently [1] - Walmart has confirmed stable operations and sufficient reserves of daily necessities, with special logistics arrangements in place [1] Group 2: Specific Stocking Strategies - Tianhong Supermarket has prepared enough stock to meet two days of demand, focusing on vegetables, meat, and packaged foods [1] - CR Vanguard has increased its stock by approximately 50% for essential goods and is monitoring inventory levels in real-time [1]
贝莱德基金首席权益投资官离任
Shen Zhen Shang Bao· 2025-09-23 23:26
【深圳商报讯】(记者 詹钰叶)中国首家外资全资控股公募基金公司贝莱德基金已展业4年,但长期被 市场质疑处于"水土不服"状态。其首席权益投资官日前宣布离任。 从任职情况看,自2023年3月28日至2025年9月18日,他管理的贝莱德行业优选混合A任期回报 为-2.07%,而同类基金同期平均收益率为14.4%,在行业内排名为5653/6906。另一只产品贝莱德中国新 视野混合是贝莱德基金在中国展业后发行并成立的首只产品,任期为去年1月9日至今年9月18日,其A 份额的回报率为21.46%,而同类基金同期获得了近40%的平均收益率,业内排名4992/7644。数据还显 示,根据其任期内发布的财报,这两只基金合计收取管理费3402.69万元,总盈利额为6093.73万元。 贝莱德基金于2020年9月成立,是中国首家外资全资控股的公募基金管理公司;2021年6月,贝莱德正式 获批公募基金业务许可证,正式开始展业。4年来,贝莱德基金因高管变更频繁、权益团队核心人物出 走、权益产品业绩长期低迷等因素,而被市场视为"水土不服"。 贝莱德基金日前宣布,公司首席权益投资官神玉飞因个人原因卸任贝莱德行业优选混合、贝莱德中国新 视野 ...
鸿蒙智行“第五界”——尚界H5正式上市 传统车企加速“绑定”华为
Shen Zhen Shang Bao· 2025-09-23 23:21
Group 1 - Huawei and SAIC jointly launched the first model of the Shangjie brand, the Shangjie H5, priced starting at 159,800 yuan, making it the most affordable model in the Hongmeng Intelligent Driving product line [1] - The Shangjie H5 has received over 160,000 pre-orders since August 25, with over 75% of orders for the top configuration [1] - The vehicle features Huawei's HUAWEI ADS 4 advanced driving assistance system, equipped with 192-line lidar and 4D millimeter-wave radar, marking the first application of Huawei's flagship intelligent driving system in a model priced below 200,000 yuan [1] Group 2 - Huawei's Hongmeng Intelligent Driving has established a "five realms" parallel structure, including Wanjie, Zhijie, Xiangjie, Zunjie, and Shangjie, with price ranges from below 200,000 yuan to above 800,000 yuan [2] - The Wanjie M8 has been the sales champion in the 400,000 yuan and above category for four consecutive months, with cumulative deliveries reaching 94,000 units [2] - As of September 16, the cumulative delivery volume of Hongmeng Intelligent Driving reached 930,000 units, maintaining the highest average transaction price among Chinese automotive brands for 14 consecutive months [3]
传统车企加速“绑定”华为
Shen Zhen Shang Bao· 2025-09-23 17:21
Group 1 - Huawei and SAIC jointly launched the first model of the Shangjie brand, the Shangjie H5, priced starting at 159,800 yuan, making it the most affordable model in the Hongmeng Intelligent Driving product line [1] - The Shangjie H5 has received over 160,000 small orders since its pre-order began on August 25, with over 75% of orders for the top configuration [1] - The vehicle features Huawei's HUAWEI ADS 4 advanced driving assistance system, equipped with 192-line lidar and 4D millimeter-wave radar, marking the first application of Huawei's flagship intelligent driving system in a model under 200,000 yuan [1] Group 2 - Huawei's Hongmeng Intelligent Driving has established a "five realms" parallel structure, including Wanjie, Zhijie, Xiangjie, Zunjie, and Shangjie, with price ranges from below 200,000 yuan to above 800,000 yuan [2] - The Wanjie M8 has been the sales champion in the 400,000 yuan and above category for four consecutive months, with cumulative deliveries reaching 94,000 units [2] - As of September 16, the cumulative delivery volume of Hongmeng Intelligent Driving reached 930,000 units, maintaining the highest average transaction price among Chinese automotive brands for 14 consecutive months [3]
博众精工溢价超两倍转让子公司股权
Shen Zhen Shang Bao· 2025-09-23 17:17
Group 1 - The company plans to transfer its 18.29% stake in Suzhou Linghou Robot for a consideration of 64 million yuan, which represents a premium of approximately 2.4 times the book value [1] - Following the transfer, the company's ownership in Suzhou Linghou will decrease to 21.61% [2] - The transaction is aligned with the company's development strategy, aimed at optimizing asset structure and improving asset liquidity and efficiency, while focusing on its core business to enhance competitive strength [2] Group 2 - Recently, the company experienced a reduction in shareholding by multiple shareholders, with a total of 4.09 million shares, or 0.92% of the total share capital, being sold between August 4 and September 8 [2]
上市公司“扎堆”跨界热门赛道
Shen Zhen Shang Bao· 2025-09-23 17:17
Core Viewpoint - The article highlights the increasing trend of listed companies in China venturing into cross-industry investments, particularly in the fields of humanoid robots and semiconductor industries, driven by the AI wave [3][4][5]. Group 1: Company Activities - Companies like Xiangrikui and Jinziham have recently made significant investments in the semiconductor sector, with Xiangrikui planning to acquire 100% of Zhangzhou Xipu Material Technology Co., Ltd. and 40% of Zhejiang Beide Pharmaceutical Co., Ltd. [3] - Jinziham announced plans to invest up to 300 million yuan in Zhongsheng Microelectronics to capitalize on opportunities in the AI and optical communication markets [3][4]. - Over 20 listed companies have announced their entry into the humanoid robot sector, while more than 10 have invested in the semiconductor industry this year [5]. Group 2: Market Reactions - Following announcements of cross-industry ventures, companies typically experience significant stock price increases. For instance, Xiangrikui's stock surged by 1083% over 16 trading days after its announcement [6]. - Tianpu Co. also saw its stock rise by 317.77% after announcing its entry into the semiconductor industry, with a total increase of 795% this year [7]. Group 3: Industry Insights - The AI revolution is driving a new wave of technological opportunities, prompting companies from various sectors, including pharmaceuticals and food, to explore cross-industry investments [4][8]. - While the trend is gaining momentum, experts caution that not all companies are suited for cross-industry ventures, and blind investments may carry potential risks [8].
恒生AH股指数创6年多新低
Shen Zhen Shang Bao· 2025-09-23 17:17
【深圳商报讯】(记者 陈燕青)随着南下资金涌入、港股走强,恒生AH股溢价指数持续走低,9月22 日盘中一度跌破117点,创出6年多新低。今年以来,恒生AH股溢价指数大跌近17%。据Wind统计,截 至9月23日收盘,宁德时代、恒瑞医药、紫金矿业等5只H股较A股溢价。 恒生AH股溢价指数是一个用以判断内地和香港市场估值差异的简易指标,该指数以100为基准,当指数 大于100时,A股相对H股有所溢价。相反,当指数小于100时,A股相对H股存在折价。由于内地和香港 两地市场环境有别,投资者结构也不相同,加上A股与H股不能互换等因素,同一公司的A股及H股价格 普遍有差价。 截至目前,尽管大多数A股仍较其H股溢价,但在A+H板块的161只个股中,溢价率超过100%的个股已 降至29只,其中无一超过200%。 除此之外,今年赴港上市的多只A股行业龙头股上市后受到外资的追捧,股价高于A股,也带动了恒生 AH股溢价指数的回落。如宁德时代H股高于其A股两成,恒瑞医药H股高于其A股13%。宁德时代H股自 5月20日上市以来,股价累计涨幅接近翻倍,H股对A股一度溢价达30%。 从历史上来看,2014年A股较H股一度出现过整体折价的 ...
精测电子实控人打8折套现
Shen Zhen Shang Bao· 2025-09-23 14:53
Core Viewpoint - The controlling shareholder of Jingce Electronics, Peng Qian, plans to transfer 14.04 million shares, representing 5.02% of the company's total equity, to Wuhan Wenfa Yisheng Private Fund Management Co., Ltd. at a price of 60.24 CNY per share, which is a 21% discount from the closing price of 76.38 CNY on the same day. The total cash raised from this transaction is approximately 846 million CNY [1][2]. Group 1 - The reason for the share transfer is Peng Qian's personal funding needs and the intention to introduce investors who recognize the company's intrinsic value and future development potential, as well as to optimize the equity structure and promote the strategic development of the listed company [1][2]. - After the transfer, Peng Qian's direct shareholding will decrease to 58.5 million shares, accounting for 20.91% of the total equity, and he will no longer hold shares indirectly [2]. Group 2 - As of the report date, Peng Qian holds a total of 72.54 million shares, with 34.05 million shares pledged, which represents 48.57% of his direct holdings and 12.17% of the company's total equity [2]. - Jingce Electronics reported a revenue of 1.381 billion CNY for the first half of 2025, a year-on-year increase of 23.20%, while the net profit attributable to shareholders decreased by 44.48% to 27.67 million CNY, and the net profit after deducting non-recurring items showed a loss of 25.44 million CNY, a decline of 742.46% [2]. - The company is facing cash flow deterioration, with a net cash flow from operating activities of -460 million CNY in the first half of the year, compared to -198 million CNY in the same period last year, and inventory levels are high at 2.04 billion CNY, accounting for 53.63% of net assets, with a low inventory impairment provision of only 0.83% [2].
华天酒店1.43亿元土地纠纷案二审败诉!
Shen Zhen Shang Bao· 2025-09-23 12:33
Core Viewpoint - Huatian Hotel faces legal challenges and financial difficulties, including a court ruling requiring the company to pay approximately 9.27 million yuan in land development rights transfer fees and interest, alongside ongoing losses in its operations [1][2][4]. Legal Issues - The company received a second-instance ruling from the Changsha Intermediate People's Court, which upheld the original judgment, requiring Huatian Hotel to pay 9.27 million yuan plus overdue interest of 6.42 million yuan, totaling 14.3 million yuan in the dispute over land transfer rights [1][2]. - Huatian Hotel's subsidiary recently lost a lawsuit related to a construction contract, which may further complicate the company's legal standing and financial obligations [3]. Financial Performance - Since 2020, Huatian Hotel has been experiencing either marginal profits or losses, with cumulative losses of approximately 1.13 billion yuan over five years, except for a profit in 2022 [4]. - For the first half of 2025, the company reported a revenue of 253 million yuan, a year-on-year decrease of 17.34%, and a net loss of 107 million yuan, down 35.46% from the previous year [4]. - The hotel segment generated 211 million yuan in revenue during the same period, reflecting a 19.25% decline, attributed to poor market conditions and slow recovery in business and tourism demand [4]. Financial Risks - As of June 30, 2025, Huatian Hotel's short-term borrowings amounted to 1.573 billion yuan, representing over 44% of total liabilities, indicating significant financial leverage [5]. - The net cash flow from operating activities was only 10.18 million yuan, a substantial decline of 80.15% year-on-year, highlighting cash flow challenges [5].