Ge Long Hui
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万顺新材(300057.SZ):公司电池铝箔产品可应用于固态电池集流体、软包电池铝塑膜
Ge Long Hui· 2026-02-12 01:08
格隆汇2月12日丨万顺新材(300057.SZ)在投资者互动平台表示,公司电池铝箔产品可应用于固态电池集 流体、软包电池铝塑膜。 ...
公告精选︱金海通:拟出资不超过4亿元建设上海澜博半导体设备制造中心建设项目
Ge Long Hui· 2026-02-12 01:03
Core Viewpoint - The announcements highlight various corporate activities including project completions, investments, contract wins, and financial performance updates across multiple companies in different sectors [1][2]. Group 1: Project Updates - Dongfang Guoxin has partially completed and delivered the Inner Mongolia Intelligent Computing Center project to clients [1] - Dawi Technology reports that its leasing services have a minimal impact on company performance [1] Group 2: Project Investments - Jin Haitong plans to invest no more than 400 million yuan in the construction of the Shanghai Lanbo Semiconductor Equipment Manufacturing Center [1] - Shoulu Hotel intends to invest 281 million yuan in new hotel property construction, including renovations and supporting projects [2] Group 3: Contract Wins - Hongsheng Huayuan is expected to win a contract worth approximately 621 million yuan for a Southern Power Grid project [1] - Teruid has a pre-bid win for a 170 million yuan Southern Power Grid project [1] - Tongda Co. is expected to win a 120 million yuan Southern Power Grid project [1] Group 4: Financial Performance - Guo Wang Xintong forecasts a net profit of 678 million yuan for 2025, a year-on-year decrease of 16.91% [1] - Jingchen Co. reports a net profit of 871 million yuan for 2025 [1] - Daotong Technology announces a net profit of 935 million yuan for 2025, reflecting a year-on-year increase of 45.89% [1] Group 5: Equity Transactions - Dongwang Times plans to acquire 51% of Zhejiang Keguan Polymer Co., Ltd. for 194 million yuan [2] - New Rui Co. intends to use up to 700 million yuan to acquire 70% of Huilian Electronics, gaining control [2] Group 6: Share Buybacks - Chuzhou Dongfeng plans to repurchase shares with an investment of 50 million to 100 million yuan [2] Group 7: Shareholding Changes - Jieshun Technology's actual controller Liu Cuiying plans to reduce holdings by no more than 2.8% [2] - Haibo Sichuang's shareholders plan to collectively reduce holdings by no more than 1.15% [2] - Kelin Electric's shareholders Li Yanru and Qu Guowang plan to reduce holdings by no more than 3% [2] Group 8: Other Fundraising Activities - Pingzhi Information plans to raise no more than 1 billion yuan through a private placement for the construction of a domestic intelligent computing center [1] - Longci Technology intends to raise no more than 760 million yuan for a chip inductor manufacturing project [1] - Ziguang Co. plans to raise no more than 5.57 billion yuan for acquiring a 6.98% stake in Xinhua San [2]
AI编程领域重磅!华为云码道代码智能体开启公测 参与人数已超1万人
Ge Long Hui· 2026-02-12 01:03
业内人士透露,华为云码道代码智能体在项目级代码生成等关键场景实现突破,可适配企业研发需求, 助力压缩开发周期、提升编码效率。 来源:格隆汇 2月11日获悉,华为云码道(CodeArts)代码智能体,已在马年春节前夕开启公测,参与公测人数已超1万 人。 华为云码道代码智能体是自带AI大脑的超级编程工具。它可以将编程中所需的编程环境、自主开发模 式、代码库检索等关键能力进行整合。 华为云码道代码智能体定位于实干派AI编程工具,其核心是高效替代高频重复的工程化开发工作,从 而大幅度降低编程门槛,有助于加速AI编码技术的产业化落地。 据中国基金报,AI智能编程领域,迎来重磅消息! 温馨提示:财经最新动态随时看,请关注金投网APP。 ...
花旗上调紫金矿业A股与港股目标价逾30%
Ge Long Hui· 2026-02-12 00:57
Group 1 - Citigroup raised the target price for Zijin Mining's A-shares and Hong Kong shares by over 30% [1] - The increase in target price is attributed to the upward revision of gold and lithium price forecasts, as well as an increase in gold sales [1]
GUANZE MEDICAL(02427.HK)今早复牌
Ge Long Hui· 2026-02-12 00:48
格隆汇2月12日丨GUANZE MEDICAL(02427.HK)发布公告,该公司的股份将于今天(12/2/2026)上午九时 正起恢复买卖。 ...
环球新材国际(06616.HK)今早复牌
Ge Long Hui· 2026-02-12 00:48
Group 1 - The core point of the article is that Global New Material International (06616.HK) announced that its shares will resume trading today, February 12, 2026, at 9:00 AM [1]
来凯医药(2105.HK)临床研究登上《自然-通讯》杂志LAE002(Afuresertib)联合方案对晚期乳腺癌展现令人鼓舞的疗效和安全性
Ge Long Hui· 2026-02-12 00:41
《自然-通讯》发布全文DOI:https://doi.org/10.1038/s41467-026-69225-2 在伴有PIK3CA/AKT1/PTEN通路改变的患者中,研究者评估的确认客观缓解率(confirmed ORR)为 33.3% 在ESR1突变并伴随PIK3CA/AKT1/PTEN通路改变人群中,确认客观缓解率(confirmed ORR)达42.9% 徐兵河院士团队在文章结论中表示,此次Ib研究证实,对于经治的HR+/HER2-晚期乳腺癌患者, LAE002(afuresertib)联合氟维司群治疗方案展现出有前景的疗效和良好的安全性。其疗效在 PIK3CA/AKT1/PTEN通路改变患者中尤为突出。LAE002(afuresertib)良好的安全性特征,以及便捷的 每日一次口服的给药方式,使其成为该患者群体一个颇具吸引力的治疗选择。这些数据有力地支持了 LAE002(afuresertib)在晚期乳腺癌治疗领域的进一步开发和应用。 目前,由徐兵河院士牵头的LAE002(afuresertib)联合氟维司群,针对治疗HR+/HER2-局部晚期或转移 性乳腺癌(LA/mBC)伴随PIK3CA/A ...
春节档AI又出王炸!智谱GLM-5上线,推动AI进入智能体工程时代
Ge Long Hui· 2026-02-12 00:21
2月12日凌晨,智谱正式开源发布新一代基座模型GLM-5,被誉为智能体工程时代最强开源模型。它宣 告大模型编程从"写代码片段"的Vibe Coding时代,正式迈入"完成系统工程"的智能体工程时代。 此前,学界与业界已达成共识,Agentic Engineering(智能体工程)时代已经到来。 智谱GLM-5有望成 为国内第一个真正对齐Anthropic Opus系列的模型厂商。 GLM-5的突破性体现在三大维度: 1. 性能对标顶级闭源模型:在权威编程基准测试中取得开源模型最高分,在真实编程场景中的体验已逼 近当前顶尖的Claude Opus 4.5,尤其在处理复杂系统工程与长周期项目上表现出色。 2. 核心技术全面升级:模型底座参数规模达744B,并创新性地采用异步强化学习框架"Slime"和稀疏注 意力机制,在提升智能的同时大幅降低了部署成本。 3. 重塑开发工作流:随模型同步推出的ZCode工具,允许开发者用自然语言描述需求,模型即可自动拆 解任务,指挥多智能体并发完成编码、调试、预览等全流程,甚至支持用手机远程指挥桌面端Agent, 将生产力无限延伸。 ...
宏利金融-S(00945.HK):2025年核心盈利录得75亿加元
Ge Long Hui· 2026-02-12 00:14
Core Viewpoint - Manulife Financial reported record core earnings and insurance new business performance for the year ending December 31, 2025, with a 10.2% increase in common stock dividends [1] Financial Performance - For 2025, core earnings reached CAD 7.5 billion, a 3% increase from 2024 on a constant currency basis [1] - Q4 2025 core earnings were CAD 2 billion, up 5% compared to Q4 2024 [1] - Net income attributable to shareholders for 2025 was CAD 5.6 billion, an increase of CAD 200 million from 2024 [1] - Q4 2025 net income attributable to shareholders was CAD 1.5 billion, down CAD 100 million from Q4 2024 [1] - Core EPS for 2025 was CAD 4.21, an 8% increase from 2024 [1] - Q4 2025 core EPS was CAD 1.12, a 9% increase from Q4 2024 [1] Return on Equity (ROE) and Sales Performance - The core ROE for 2025 was 16.5%, while the ROE for the same year was 12.0% [2] - Q4 2025 core ROE was 17.1%, and the ROE was 12.7% [2] - APE sales for 2025 increased by 14% compared to 2024, while new business CSM rose by 28% and new business value increased by 18% [2] - APE sales for Q4 2025 decreased by 1% compared to Q4 2024, with new business CSM up by 21% and new business value up by 8% [2] Strategic Initiatives - The CEO highlighted 2025 as a significant year for the company, achieving record core earnings and executing targeted strategic investments [3] - The company recorded over 20% growth in new business CSM across all insurance segments, establishing a solid foundation for future profitability [3] - Strategic actions included acquiring Comvest Credit Partners, forming a joint venture with Mahindra for the Indian life insurance market, and establishing a high-net-worth client office in Dubai [3] - The company was recognized as the leading life insurer in AI maturity and responsible innovation, reflecting its commitment to becoming an AI-driven enterprise [3] - Looking ahead to 2026, the company aims to leverage its diverse business portfolio and strong execution capabilities to achieve sustainable long-term growth despite macroeconomic uncertainties [3]
宏利金融-S(00945.HK)宣布计划启动“常规发行人要约”计划
Ge Long Hui· 2026-02-12 00:14
Core Viewpoint - Manulife Financial Corporation (00945.HK) plans to initiate a "normal course issuer bid" subject to approval from the Toronto Stock Exchange, allowing the company to repurchase and cancel up to 42 million common shares, representing approximately 2.5% of its issued and outstanding common shares [1] Group 1 - The "normal course issuer bid" plan has been approved by the Office of the Superintendent of Financial Institutions Canada [1] - As of January 31, 2026, Manulife has approximately 1.6767 billion issued and outstanding common shares [1] - The repurchase of common shares is part of Manulife's capital management strategy aimed at maintaining a robust regulatory capital ratio while also creating value for shareholders [1]