瑞穗上调嘉年华邮轮目标价至37美元 Stifel上调嘉年华邮轮目标价至38美元 相关事件 瑞穗将嘉年华邮轮的目标价从35美元上调至37美元，维持"跑赢大市"评级。(格隆汇) ...

此外，韩继彪已获委任为执行董事、董事长、首席执行官、提名委员会主席及公司授权代表，自2025年 9月26日起生效。 格隆汇9月26日丨顺风清洁能源(01165.HK)发布公告，王宇已提交辞呈，辞任执行董事、董事会董事 长、首席执行官、提名委员会主席及授权代表，自2025年9月26日起生效，以投入更多时间于其他个人 业务发展。 ...

格隆汇9月26日丨中国石油化工股份(00386.HK)公告，9月26日耗资1840.45万港元回购453万股，每股回 购价4.05-4.07港元。 同日，耗资人民币1179.14万元回购221万股，每股回购价5.33-5.36元。 ...

格隆汇9月26日丨天福(06868.HK)发布公告，2025年9月26日以1.2万港元回购4000股，回购价格每股3港 元。 ...

相关事件 格隆汇9月26日丨保诚(02378.HK)发布公告，2025年9月25日耗资298.43万英镑回购29.07万股。 保诚(02378.HK)9月25日耗资298.43万英镑回购29.07万股 保诚(02378.HK)9月24日耗资288.5万英镑回购 27.92万股 ...

注册编号：CAM N0004IT-25 许可证有效期限：至 2028 年 9 月 11 日止 本次同仁堂国药取得柬埔寨卫生部药品与食品司签发的许可证后，同仁堂国药的「同仁堂安宫牛黄丸」 可在柬埔寨出售，有助于丰富集团重点产品的分销渠道，有利于集团的市场拓展。上述许可证的取得暂 不会对集团生产经营和业绩产生重大影响。药品销售容易受到柬埔寨政策环境变化、汇率波动、市场竞 争等因素的影响。 格隆汇9月26日丨同仁堂科技(01666.HK)宣布，公司附属公司同仁堂国药于近日收到柬埔寨王国卫生部 药品与食品司颁发的《传统药品注册许可证》(「许可证」)，准许将同仁堂国药的「同仁堂安宫牛黄 丸」在柬埔寨出售。 药品名称：同仁堂安宫牛黄丸 许可证持有人名称及地址：北京同仁堂国药有限公司，中国香港湾仔港湾道 1 号会展广场办公大楼 14 楼 1405 -1409 室 同仁堂科技(01666.HK)："同仁堂安宫牛黄丸"获批准在柬埔寨出售 同仁堂科技(01666.HK)：业绩符合预 期 营销改革深化 相关事件 ...

格隆汇9月26日丨百胜中国(09987.HK)发布公告，2025年9月25日耗资626.43万港元回购1.85万股，回购 价格每股336.6-340.2港元。 百胜中国(09987.HK)9月25日耗资626.43万港元回购1.85万股 百胜中国(09987.HK)9月24日耗资626.37万 港元回购1.87万股 相关事件 ...

Core Viewpoint - Jinhui Liquor achieved a net profit attributable to shareholders of 298 million yuan in the first half of the year, reflecting a year-on-year increase of 1.12% [1] Financial Performance - In Q2 2025, the company reported a net profit of 64 million yuan, down 12.78% year-on-year [1] - Revenue from products priced above 300 yuan, between 100-300 yuan, and below 100 yuan were 380 million, 969 million, and 366 million yuan respectively, with year-on-year changes of +21.60%, +8.93%, and -29.78% [1] - The proportion of products priced above 300 yuan increased by 4.03 percentage points to 22.17%, while products priced above 100 yuan increased by 8.91 percentage points to 78.66%, indicating a significant improvement in product structure [1] Strategic Initiatives - The company is committed to a strategic path of "national layout, deepening the northwest, and key breakthroughs," steadily advancing the integration of new markets in Gansu and Qinghai, and focusing on cultivating the East China and Northern markets as new growth engines [1] - There is a strengthened focus on online channel development, with the establishment of a national online marketing platform, resulting in a 29.30% year-on-year growth in internet sales during the reporting period [1] Outlook - Given the ongoing marketing transformation, steady market share growth in Gansu, expansion into out-of-province markets, and product structure upgrades, the company is viewed positively for medium to long-term performance growth [1] - Despite the current external environment being under pressure, the previous profit forecast has been revised down, while maintaining a "buy" rating [1]

Core Viewpoint - Haima Automobile (000572.SZ) aims to streamline upstream and downstream relationships, enhance management efficiency, and standardize corporate governance by increasing its stake in Hainan New Energy Sales to 51% through a capital increase agreement signed on September 26, 2025 [1] Group 1 - The company signed a capital increase agreement with Hainan Holdings and Hainan New Energy Sales in Haikou [1] - The company will invest 408,164 yuan of its own funds in Hainan New Energy Sales [1] - Following the capital increase, Hainan New Energy Sales will be consolidated into the company's financial statements as a subsidiary [1]

Core Viewpoint - The report from Tianfeng Securities indicates that Feiling Kesi's net profit attributable to shareholders for the first half of 2025 (25H1) was 21.88 million yuan, a year-on-year decline of 71.32% [1]. Financial Performance - In Q2 2025, the net profit attributable to shareholders was 11.17 million yuan, reflecting a year-on-year decrease of 73.49% [1]. - The overall gross margin for the first half of 2025 was 13.47%, down 4.16 percentage points from the same period last year [1]. - The gross margin for Q2 2025 was 13.85%, showing a quarter-on-quarter improvement but a year-on-year decline of 4.89 percentage points [1]. Investment and Future Outlook - The company has increased its investment in research and development, including servers and related businesses, which is expected to enhance profitability once these initiatives yield results [1]. - With the continuous evolution of AI, there is a sustained increase in demand for ICT-related products, positioning the company to capitalize on market opportunities in infrastructure hardware [1]. - The company is focusing on a diversified product layout, including CT, IT, high-end PCBA, and automotive electronics, which may benefit from industry growth driven by AI [1]. Profit Forecast - The net profit attributable to shareholders for 2025 and 2026 has been adjusted to 70 million yuan and 120 million yuan, respectively, down from previous estimates of 220 million yuan and 290 million yuan [1]. - The forecast for net profit attributable to shareholders in 2027 is set at 180 million yuan, with corresponding PE valuations for 2025-2027 at 107, 64, and 43 times, respectively [1]. - The rating for the company remains "Accumulate" [1].