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].

格隆汇9月26日丨首佳科技(00103.HK)公告，9月26日耗资23.94万港元回购29.2万股，每股回购价0.82港 元。 ...

格隆汇9月26日丨同仁堂国药(03613.HK)发布公告，公司于近日收到柬埔寨卫生部药品与食品司颁发的 《传统药品注册许可证》，准许将公司的"同仁堂安宫牛黄丸"在柬埔寨出售。本次本公司取得柬埔寨卫 生部药品与食品司签发的许可证后，公司的"同仁堂安宫牛黄丸"可在柬埔寨出售，有助于丰富公司重点 产品的分销渠道，有利于公司的市场拓展。 ...

Core Viewpoint - Lijun Pharmaceutical (01513.HK) announced a share buyback plan, indicating confidence in its stock value and future prospects [1] Summary by Category Company Actions - The company plans to repurchase 130,800 A-shares at a total cost of RMB 4.9979 million [1] - The buyback price per share ranges from RMB 37.99 to RMB 38.46 [1] Financial Implications - The total expenditure for the buyback represents a strategic investment in the company's own shares, potentially enhancing shareholder value [1]

格隆汇9月26日丨中国宏桥(01378.HK)发布公告，2025年9月26日耗资1247.59万港元回购50万股，回购 价格每股24.46-25.24港元。 ...

格隆汇9月26日丨桂林三金(002275.SZ)在互动平台表示，公司目前没有授权国外企业生产相关产品，公 司产品桂林西瓜霜（喷剂）具有清热解毒、消肿止痛之功效，用于急、慢性咽炎，扁桃体炎，口腔炎， 口腔溃疡等。 ...

格隆汇9月26日丨紫金矿业(02899.HK)宣布，将于2025年10月17日（星期五）于福建省厦门市思明区环 岛东路1811号中航紫金广场B塔41楼会议室举行董事会会议，藉以（其中包括）审议及批准截至2025年 9月30日止九个月公司及其附属公司的2025年第三季度业绩及其发布。 ...

格隆汇9月26日丨美的集团(00300.HK)发布公告，2025年9月26日耗资人民币9999.3万元回购135.15万股 A股，回购价格每股72.92-74.67元。 ...

格隆汇9月26日｜杭氧股份公告，杭氧集团股份有限公司于2025年4月10日披露了《关于控股股东增持公 司股份计划的公告》，公司控股股东杭州杭氧控股有限公司基于对公司长期投资价值的认可及未来发展 前景信心，计划自2025年4月10日起6个月内，通过二级市场增持公司股份，包括集中竞价、大宗交易等 方式，增持金额不低于人民币1亿元、不高于人民币2亿元，本次增持不设置固定价格区间，结合资本市 场行情择机开展股份增持。截至本公告披露日，本次增持计划已实施完成。 ...