Zhong Zheng Wang
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牧原股份拟赴港上市 H股预计2月6日在港交所挂牌交易
Zhong Zheng Wang· 2026-01-29 13:16
牧原股份相关工作人员表示:"公司已成功引入正大集团、丰益、中化香港、香港豫农国际、富达基 金、RBC、高毅、平安人寿保险、大家人寿、UBS AM等多家知名机构作为基石投资者,合计认购金额 约53.42亿港元。" 据了解,牧原股份已明确本次募资净额核心投向,围绕全球化战略推进与核心竞争力提升展开。60%募 集资金用于海外布局:约62.76亿港元将用于拓展海外商业版图,包括加强越南等东南亚国家在内的海 外市场开拓,完善全球供应链体系,推动海外收购、战略联盟等资本运作。这一布局与公司现有海外动 作形成呼应,此前牧原股份已在越南设立全资子公司,并与当地企业合作落地年出栏160万头的高科技 养殖项目,为海外市场拓展奠定基础。30%募集资金攻坚技术创新:约31.38亿港元将投入全产业链研 发创新工作,重点巩固公司在育种、智能养殖、营养管理及生物安全等核心领域的技术优势。10%募集 资金补充运营资金:约10.46亿港元将用作营运资金及一般企业用途,为日常经营运转、各项战略举措 落地提供充足的流动性支持。 早在2025年5月27日,牧原股份首次向香港联交所递交发行上市申请并刊发相关资料;同年11月27日, 公司收到中国证券监 ...
天娱数科:深入践行AI应用战略 主营业务盈利能力提升
Zhong Zheng Wang· 2026-01-29 13:16
Core Viewpoint - Tianyu Digital Technology (002354) anticipates a net profit loss of 41 million to 59 million yuan for 2025 due to asset impairment provisions related to underperforming subsidiaries, although its main business has achieved profitability [1] Group 1: Financial Performance - The company plans to recognize impairment losses on certain assets, leading to the projected net profit loss [1] - Excluding the impairment factors, the main business has already turned profitable [1] - The scale of losses is expected to significantly narrow compared to the previous year, indicating improving profitability and operational quality [1] Group 2: Strategic Focus - Tianyu Digital is committed to advancing its three strategic pillars: digitalization, intelligence, and globalization [1] - The positive shift in performance is primarily attributed to the company's deep focus on AI applications [1] Group 3: AI and Technology Development - The company has developed a comprehensive AI marketing ecosystem, including the Behavision spatial intelligence model, which has been officially registered for generative AI services [1] - Tianyu Digital has established a matrix of one general model and four vertical models, enhancing its capabilities in AI marketing, embodied intelligence, AI electricity sales, and AI cross-border e-commerce [1] Group 4: Industry Applications - In AI marketing, the company’s SaaS platform automates the entire service chain for various industries, including internet, beauty, and 3C [2] - The BehavisionPro platform addresses industry challenges with its innovative "Assets—Behavior—Client" (ABC) architecture, accumulating over 150,000 3D data points and 650,000 multimodal data points [2] Group 5: Global Expansion - In November 2025, Tianyu Digital formed a strategic partnership with Seahub in Malaysia to commercialize its AI marketing and e-commerce capabilities in overseas markets [3] - The company aims to integrate its technological capabilities with diverse industry scenarios, enhancing its complete ecosystem from technology foundation to business closure [3]
绿盟科技2025年度业绩预告:AI应用加速落地 同比大幅减亏
Zhong Zheng Wang· 2026-01-29 13:16
Core Viewpoint - Green Alliance Technology (300369) forecasts a revenue of 2.4 billion to 2.6 billion yuan for 2025, representing a year-on-year growth of 1.78% to 10.26%, while net profit attributable to shareholders is expected to be between -60 million to -30 million yuan, indicating a reduction in losses by 83.55% to 91.78% [1] Group 1 - The company aims to enhance the alignment of technical products with customer needs and deepen the implementation of scenario-based solutions, which contributed to the expected revenue growth [1] - Green Alliance Technology is focusing on cost reduction and efficiency improvement by enhancing systematic operational capabilities, leading to a decrease in sales, management, and R&D expenses [1] - The company is strengthening cash flow management and optimizing process control to ensure positive operating cash flow [1] Group 2 - In 2025, the company plans to increase investments in the AI sector, particularly in AI-enabled security operations across various industries such as telecommunications, finance, energy, education, and government [1] - The company aims to achieve an 80% independent takeover target for AI in core scenarios of detection response and exposure management, marking a transition from "human-machine collaboration" to "AI-led, expert supervision" in its security operations business [1]
国家税务总局评出“十佳税务人”
Zhong Zheng Wang· 2026-01-29 13:16
Core Viewpoint - The National Taxation Administration of China held a report meeting themed "The Light of Role Models, The Song of Progress," recognizing ten exemplary tax officials to inspire and motivate tax personnel across the country [1] Group 1: Recognition of Exemplary Tax Officials - The event featured the awarding of certificates to ten outstanding tax officials, including Lü Yugang, Li Jing, and others, who have demonstrated exceptional dedication and service in various capacities [1] - These officials have contributed significantly to tax services, showcasing commitment through various initiatives, such as enhancing taxpayer services and implementing data-driven tax management [1] Group 2: Promotion of Taxation Spirit - The National Taxation Administration emphasized the importance of learning from these exemplary figures to foster a competitive and progressive atmosphere within the tax system [1] - The initiative aims to encourage tax officials to adopt a more enthusiastic, pragmatic, and effective approach in their work, contributing to the modernization of China's tax practices during the 14th Five-Year Plan period [1]
诺诚健华发布2025年业绩预告 首次实现扭亏为盈
Zhong Zheng Wang· 2026-01-29 12:33
此外,商务拓展(BD)收入增长也是诺诚健华2025年营业收入快速增长的另一个重要因素。2025年, 诺诚健华持续推进全球化进程,全年达成两项BD交易。2025年1月,诺诚健华与Prolium Bioscience Inc. 关于CD20×CD3双特异性抗体ICP-B02 (CM355)达成许可合作。2025年10月,诺诚健华与Zenas BioPharma, Inc.达成关于奥布替尼及两项临床前分子相关权益的授权许可协议。(王珞) 诺诚健华1月29日发布2025年年度业绩预告。公告显示,诺诚健华预计2025年实现营收23.65亿元,与上 年同期相比增长约134%。与此同时,公司预计2025年首次实现扭亏为盈,归母净利润为6.3亿元左右, 较上年同期归母净利润增加约10.74亿元。 转自:中国证券报·中证网 2025年,诺诚健华药品收入持续快速增长。2025年4月,奥布替尼获批新适应症,用于一线治疗慢性淋 巴细胞白血病(CLL)/小淋巴细胞淋巴瘤(SLL)成人患者。除奥布替尼外,2025年5月,坦昔妥单抗 联合来那度胺治疗不适合ASCT条件的复发/难治性弥漫性大B细胞淋巴瘤(r/r DLBCL)成人患者的上市 ...
贝瑞基因:2025年扣非后净利润预亏1.65亿元至2.45亿元
Zhong Zheng Wang· 2026-01-29 12:28
Core Viewpoint - The company, Berry Genomics, anticipates a net loss for 2025, projecting a net profit attributable to shareholders between -250 million to -170 million yuan, compared to -192 million yuan in 2024 [1][2] Financial Performance - The company expects a net loss of 165 million to 245 million yuan after deducting non-recurring items for 2025, with a corresponding loss of 192 million yuan in 2024 [1] - Revenue has declined during the reporting period, although operating cash flow remains stable [1] Asset Management - Berry Genomics has conducted a comprehensive review and impairment testing of its assets based on prudence, which has impacted the current net profit [1] - The company has increased its R&D investment, which has led to higher expenses affecting the current net profit [1] Business Focus - The main business of Berry Genomics includes gene testing services and related equipment, focusing on reproductive health, genetic disease testing, and technology services [1] - The company aims to integrate gene testing technology with artificial intelligence algorithms to drive innovation in precision medicine, which is expected to generate revenue [2] Market Position - The newborn gene screening business is progressing as expected, which is anticipated to positively impact the company's business layout in reproductive health [2] - From 2021 to 2024 and the first three quarters of 2025, the company's net profit, net profit attributable to shareholders, and net profit after deducting non-recurring items have consistently been negative [2] Shareholder Issues - Recently, the controlling shareholder, Gao Yang, faced a default in stock pledge repurchase business, resulting in the forced execution of 3.5352 million shares, accounting for 0.999% of the company's total share capital [2]
富达基金与北银理财合作项目落地 助力财富管理稳健增值
Zhong Zheng Wang· 2026-01-29 12:24
该项目融合了富达全球多资产配置的投研能力和专业的风控体系,叠加北银理财的本土渠道优势,共同 为广大投资者打造长期稳健的理财服务平台。 富达基金总经理孙晨表示:"资产的长期稳健增值是许多投资者规划财富的核心目标。此次合作是富达 全球智慧与本土实践的又一次结合,我们将继续发挥专长,携手业内优秀机构,助力中国投资者实现财 富管理目标,推动金融市场的长期健康发展。" 北银理财总裁郭振涛表示:"此次与富达基金的合作,正是我们引入国际经验、提供价值的重要实践。 依托富达全球领先的多资产配置能力和风控体系,我们期待深耕国内财富管理市场,为客户提供更专 业、更契合其稳健增值投资需求的产品与服务。" 中证报中证网讯(记者王雪青)富达基金管理(中国)有限公司与北京银行(601169)旗下北银理财有限责 任公司近日宣布,双方携手打造的理财合作项目成功落地,这标志着两家机构在深化财富管理能力上的 又一重要举措。基于严控风险、稳健增值的项目合作理念,双方旨在为国内投资者提供专业化、体系化 的财富管理解决方案,精准契合当下投资者寻求资产长期稳健增值的需求。 据悉,作为合作的首个重要载体,富达基金通过多资产投资策略承接北银理财旗下多只理财 ...
国盛证券:预计2025年实现净利润2.1亿元–2.8亿元 同比增长25.44%-67.25%
Zhong Zheng Wang· 2026-01-29 12:24
国盛证券表示,2025年,公司坚守服务实体经济初心,持续强化专业服务能力和投研能力,各项业 务稳健发展。本报告期,资本市场交投活跃,公司把握市场发展机遇夯实客户基础,证券经纪、投行、 期货经纪等业务收入均同比增加;公司强化风险管控,各类减值损失同比减少;根据准则规定拟确认相 关递延所得税资产相应增加公司利润。基于上述情况,虽公司所持趣店股权本期受会计核算方式变更及 市值波动影响而减少利润,但公司报告期内整体经营业绩实现增长。 中证报中证网讯(记者 马爽)1月29日晚间,国盛证券发布业绩预告称,预计2025年实现归属于上 市公司股东的净利润2.1亿元–2.8亿元,同比增长25.44%-67.25%。 ...
中华企业:预计2025年净利润1亿元至1.5亿元 实现扭亏为盈
Zhong Zheng Wang· 2026-01-29 12:21
值得一提的是,公司此前公告收到证监会出具的《关于同意中华企业股份有限公司向特定对象发行股票 注册的批复》。业内人士称,接下来公司有望借助定增发行完成,进一步增强抗风险能力和持续经营能 力,促进房地产业务平稳健康发展。 中华企业表示,公司将继续着力推进存量项目开发建设进度,优化资产配置,加强资源整合,为高质量 发展筑牢根基,推动企业高质量发展迈上新台阶。 中证报中证网讯(记者乔翔)中华企业(600675)1月29日晚披露2025年业绩预告。报告期内,公司预计 实现净利润1亿元至1.5亿元,与上年同期相比,将实现扭亏为盈。公司表示,业绩预盈的主要原因系报 告期内公司具备结转营业收入条件的项目及投资收益较上年同期增加。 面对市场结构性变化以及行业竞争压力,中华企业紧密围绕上海地产集团战略部署,聚焦房地产开发、 资产经营、城市生活服务三大核心板块,实现规模与效益同步提升。在房地产开发板块,公司将"保交 楼"作为首要责任,严格把控项目交付品质与细节;在资产经营板块,公司通过定制招商策略、深化属 地政府联动、全方位响应客户个性化需求等方式;在城市生活服务板块,公司亦取得亮眼表现。 ...
凯旺科技:预计2025年亏损7700万元-1亿元
Zhong Zheng Wang· 2026-01-29 12:21
三是公司将持续强化专业技术人才与新业务领域管理人才的引进工作,并着力开展团队培育活动。同 时,积极推进信息化软硬件配套的完善与优化,加大技术研发及相关设施的投入强度,以优化产品性 能。特别是在工艺制程改进、工模治夹具优化以及自动化精益生产升级等方面,持续增加投入,积极推 动并完善产品与制程的标准化、归一化、自动化和信息化建设。此举在未来将有效提升公司的生产效 率,增强产品的市场竞争力。 四是基于审慎性原则,依据《企业会计准则》以及公司会计政策等相关规定,对存在减值迹象可能性的 相关资产计提减值准备。公司针对2025年12月31日公司及各控股子公司的各类存货、固定资产的可变现 净值开展了全面且充分的分析与评估,拟对可能发生资产减值损失的存货、固定资产计提存货减值准备 与固定资产减值准备,合计约4200万元。(王珞) 凯旺科技(301182)1月29日晚发布2025年业绩预告,公司预计2025年归母净利润为-7700万元—-10000 万元,上年同期为-9345.29万元;扣非净利润为-11300万元—-8800万元,上年同期为-10945.3万元。 对于公司亏损的主要原因,凯旺科技表示,一是2025年传统的安防 ...