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冠军科技集团(00092.HK)拟2月26日举行董事局会议审批中期业绩
Ge Long Hui· 2026-02-11 10:33
格隆汇2月11日丨冠军科技集团(00092.HK)宣布,公司将于2026年2月26日(星期四)举行董事局会议,藉 以处理多项事务,包括研读及审批公司及其附属公司截至2025年12月31日止6个月之中期业绩及其发 布,以及考虑派发中期股息(如有)。 ...
保诚(02378.HK)2月10日耗资359.2万英镑回购30.5万股
Ge Long Hui· 2026-02-11 10:33
Core Viewpoint - Prudential (02378.HK) announced a share buyback of 305,000 shares at a total cost of £3.592 million, with a per-share buyback price ranging from £11.575 to £11.89 [1] Group 1 - The company executed the buyback on February 10, 2026 [1] - The total expenditure for the buyback was £3.592 million [1] - The number of shares repurchased was 305,000 [1]
拓普集团:预计2025年度净利润同比下降3.35%~13.35%
Ge Long Hui· 2026-02-11 10:29
Core Viewpoint - The company, Top Group (601689.SH), projects a revenue increase for 2025, while expecting a decline in net profit compared to the previous year [1] Financial Projections - The company anticipates 2025 revenue to be between 28.75 billion and 30.35 billion yuan, representing a year-on-year increase of 8.08% to 14.10% [1] - The expected net profit attributable to shareholders for 2025 is projected to be between 2.6 billion and 2.9 billion yuan, indicating a year-on-year decrease of 3.35% to 13.35% [1] - The net profit excluding non-recurring gains and losses is expected to be between 2.42 billion and 2.72 billion yuan, reflecting a slight decline of 0.30% to 11.30% year-on-year [1] Business Strategy and Market Position - The Tier 0.5 collaboration model has gained wide recognition from domestic and international clients, allowing the company to deeply engage in clients' early-stage R&D processes and provide integrated solutions [1] - The customer base continues to expand, with an optimized structure and a steady increase in per-vehicle supply amounts, enhancing customer loyalty and collaboration depth [1] - The company is deepening its product platform layout, with nine product series demonstrating sustained competitiveness, and core technologies being reused across different fields, enriching the product matrix and creating synergistic growth effects to support stable revenue growth [1]
天齐锂业(09696.HK)完成配售合共6505万股 净筹29.24亿港元
Ge Long Hui· 2026-02-11 10:27
Core Viewpoint - Tianqi Lithium Industries (09696.HK) has successfully completed a placement of shares, raising approximately HKD 2.93 billion, with the net proceeds expected to be fully utilized by December 31, 2027 [1] Group 1: Share Placement Details - The placement involved the issuance of 65.05 million shares at a price of HKD 45.05 per share [1] - The estimated net price per share, after deducting related commissions and expenses, is approximately HKD 44.95 [1] - The total amount raised from the placement is approximately HKD 2.93 billion, with net proceeds expected to be around HKD 2.92 billion after expenses [1]
TAI PING CARPET(00146.HK)中期综合营业额3.09亿港元 同比微增
Ge Long Hui· 2026-02-11 10:27
格隆汇2月11日丨TAI PING CARPET(00146.HK)公告,截至2025年12月31日止6个月中期业绩,集团录 得综合营业额约为港币3.09亿元,较2024年同期稍微增长。毛利率持稳在62%,反映稳定的产品组合及 严谨的定价机制。经计算所得税后,权益持有人应占溢利约为港币2000万元,比去年同期减少9%。每 股溢利9.28港币仙。 分销及行政费用总额按年增加5%,主要原因是对销售及分销活动进行针对性投资,包括参与新的推广 活动,以及创建新的内容及数码营销渠道,藉此促进长远增长。尽管集团聚焦于商业活动,但对于行政 支出仍维持审慎的策略,以精准及有效地控制各项支援职能的成本。 ...
瑞博生物与Madrigal达成44亿美元全球独家许可协议 携手开发MASH创新siRNA疗法
Ge Long Hui· 2026-02-11 10:27
Core Viewpoint - Ribocure Pharmaceuticals AB, a subsidiary of Ribocure Bio-B (6938.HK), has entered into a global exclusive licensing agreement with Madrigal Pharmaceuticals, Inc. for the development of six clinical-stage small interfering RNA (siRNA) therapies targeting metabolic dysfunction-related fatty liver disease (MASH) [1] Group 1 - The agreement grants Madrigal exclusive global rights to utilize Ribocure's RiboGalSTAR and siRNA chemical modification platforms for the development, production, and commercialization of several clinical-stage single-target and dual-target siRNA assets [1] - Ribocure will receive an upfront payment of $60 million, with potential cumulative payments of up to $4.4 billion upon achieving various development, regulatory, and commercialization milestones, in addition to potential royalties on net sales [1] - This collaboration leverages the company's proven liver-targeting RiboGalSTAR platform to develop new therapies for MASH, marking a significant milestone in the company's path to becoming a leading global innovator in siRNA [1]
美联储的“沃什时代”:资本市场会迎来什么变化?
Ge Long Hui· 2026-02-11 10:26
SHMET 网讯: 引 言 正文 近期,随着特朗普正式提名凯文·沃什(Kevin Warsh)出任下届美联储主席。市场的反应剧烈:现货黄金录得 1983 年以来最大的单日跌幅,迅速击穿 5000 美元大关,最大跌幅超 10%;白银更是跌幅一度突破 30%。比特币在 48 小时内从 10 万美元高位附近连续跌破多道心理防线,下探至 7万美元区 间,回撤幅度接近 30%;纳斯达克 100 指数则在折现率上移与缩表预期的双重预期之下,单周回撤明显。 沃什的缩表+降息: 美联储换帅预期变化、沃什的"降息+缩表"措施的登场,仿佛宣告了美联储从"最后贷款人"向"流动性守门人"的根本性转向。然而,真正决定全球资产走 向的,不是沃什"想做什么",而是他能做什么、做到什么程度。 用缩表管通胀,用降息管融资 本篇报告从沃什的政策偏好与履历出发,系统梳理他面临的政治环境、他的政策主张,推演中期选举前后两阶段政策节奏,最终落到全球各类资产的重定 价逻辑与A股市场的影响传导上;并试图理解——在沃什时代,应该如何理解美联储政策转向对资本市场的真实影响。 而沃什的出发点则完全不同:他更在意的是"这算不算央行该做的事情"。在他看来,央行的职 ...
天齐锂业(09696.HK)完成根据一般性授权同步发行于2027年到期的美元结算零息可换股债券
Ge Long Hui· 2026-02-11 10:26
Core Viewpoint - Tianqi Lithium Industries (09696.HK) has successfully completed the issuance of bonds totaling RMB 2.6 billion, with all conditions of the revised subscription agreement met [1] Group 1: Bond Issuance Details - The bonds were issued on February 11, 2026, and can be converted into H-shares under specified terms, with an initial conversion price set at HKD 51.85 per share [1] - If the bonds are fully converted at the initial conversion price, they will convert into approximately 56,481,896 H-shares [1] Group 2: Financial Implications - The total proceeds from the bond issuance amount to approximately HKD 2.929 billion, with the net proceeds (after deducting related commissions) expected to be around HKD 2.907 billion [1] - The net price per converted share, based on the initial conversion price, is approximately HKD 51.46 [1] - The net proceeds from the bond issuance are anticipated to be fully utilized by December 31, 2027 [1]
看通集团(01059.HK)拟2月25日举行董事局会议审批中期业绩
Ge Long Hui· 2026-02-11 10:26
Core Viewpoint - The company, Kanto Group (01059.HK), will hold a board meeting on February 25, 2026, to address multiple matters, including the review and approval of the interim results for the six months ending December 31, 2025, and the consideration of an interim dividend, if any [1] Group 1 - The board meeting is scheduled for February 25, 2026 [1] - The meeting will focus on reviewing and approving the interim results of the company and its subsidiaries [1] - The company will also consider the distribution of an interim dividend during the meeting [1]
漳州发展:子公司与关联方签署《建设工程施工专业分包合同》
Ge Long Hui· 2026-02-11 10:23
(原标题:漳州发展(000753.SZ):子公司与关联方签署《建设工程施工专业分包合同》) 格隆汇2月11日丨漳州发展(000753.SZ)公布,公司全资子公司福建漳发建设有限公司(简称漳发建设) 就漳州市常山竹港溪防洪排涝提升改造工程(一期)设计施工总承包(EPC)—生态修复工程专业分包 (标段一)与福建大农景观建设有限公司(简称大农景观)签署《建设工程施工专业分包合同》,合同 价款为2,493.0388万元。鉴于大农景观为公司控股股东福建漳龙集团有限公司(简称漳龙集团)的下属 企业,上述交易构成关联交易。 ...