格隆汇9月25日丨心玮医疗-B(06609.HK)发布公告，2025年9月25日耗资370万港元回购6万股，回购价格 每股60.9-63.15港元。 心玮医疗-B(06609.HK)9月25日耗资370万港元回购6万股 心玮医疗-B(06609.HK)9月24日耗资181万港元 回购3万股 相关事件 ...

格隆汇9月25日丨天津港发展(03382.HK)公告，于2025年9月25日，联盟国际公司(公司的附属公司)与金 岸重工公司就改造项目订立改造合同，代价为人民币2944万元(含税)。金岸重工公司为天津港集团公司 (公司的控股股东)的附属公司。 透过订立改造合同，联盟国际公司能提升其岸桥的安全性能及技术性能，提高作业效率及使生产更安 全、稳定、可控，从而增强码头竞争力，为集团创造更大效益。董事(包括独立非执行董事)认为，该交 易在集团的日常业务中按一般商务条款进行，改造合同的条款属公平合理，符合公司及公司股东的整体 利益。 相关事件 天津港发展(03382.HK)与金岸重工公司就改造项目订立合同 金额2944万元 天津港发展(03382.HK)附属 拟9540万元增持欧亚国际公司5%股份 ...

格隆汇9月25日丨鼎通科技(688668.SH)公布，因越南子公司前期厂房建设、机器设备购买及经营发展需 要，2025年9月25日，公司召开第三届董事会第十五次会议、第三届监事会第十三次会议，审议通过 《关于向越南全资子公司追加投资的议案》，同意公司以自有资金对 DINGTONGTECHNOLOGY(VIETNAMESE)SDN.BHD.进行增资，本次合计增资1,000万美元（拟根据 项目进度分批投入）。同时，提请董事会授权董事长或董事长授权人全权办理本次对外投资事项。 ...

Core Viewpoint - The approval of the recombinant anti-human beta-amyloid monoclonal antibody injection, Lecanemab, by the National Medical Products Administration of China marks a significant milestone for the company as it is the first biosimilar of its kind to receive clinical trial permission in China [1] Group 1: Product Details - The product is a biosimilar to Lecanemab, indicated for the treatment of mild cognitive impairment and mild dementia due to Alzheimer's disease [1] - The development of the product adheres to the relevant research guidelines for biosimilars, ensuring compliance with regulatory standards [1] Group 2: Research Findings - Pharmaceutical and non-clinical research results indicate that the product is highly similar to the reference drug in terms of quality, safety, and efficacy, supporting the initiation of subsequent clinical studies [1]

Core Viewpoint - The recent copper mine incident has reignited a surge in industrial metal stocks in the A-share market, following a previous rise in cobalt-related stocks due to policy adjustments in the Democratic Republic of Congo [1][8]. Group 1: Market Performance - As of September 25, the industrial metal sector in the A-share market rose by 1.31%, with net inflows of nearly 1.6 billion yuan [1][2]. - Major industrial metal stocks, including Zijin Mining and Jiangxi Copper, saw increases of over 5%, contributing to a broader rally in the sector [3][4]. - The overall industrial metal sector has increased by over 50% since April, with nearly 20 stocks doubling in market value [9]. Group 2: Key Events and Drivers - The Grasberg mine incident in Indonesia, which resulted in production halts and a projected 35% drop in copper output by 2026, has significantly impacted copper prices, pushing them to a new high of 82,710 yuan per ton [8][9]. - The copper business of Zijin Mining accounted for 27.8% of its sales revenue and 38.5% of its gross profit, highlighting the importance of copper in its overall performance [7]. - The recent policy changes in the Democratic Republic of Congo regarding cobalt exports are expected to tighten supply, potentially leading to higher prices in the long term [12][13]. Group 3: Economic Context - The anticipated interest rate cuts by the Federal Reserve are expected to stimulate demand for industrial metals, as lower rates can enhance the relative attractiveness of these commodities [15][17]. - Domestic policies aimed at reducing "involution" are also contributing to a more favorable environment for industrial metals, as they encourage supply-side reforms and economic stability [16][20]. - Analysts suggest that the industrial metal sector is likely to continue its upward trend, supported by macroeconomic improvements and strategic shifts in the market [14][20].

格隆汇9月25日丨旗滨集团(601636.SH)公布，公司拟用于回购的资金总额不低于人民币10,000万元 （含）且不超过20,000万元（含）；回购股份价格不超过人民币9.00元/股，在未来适宜时机用于株洲旗 滨集团股份有限公司员工持股计划或股权激励，如公司未能在股份回购实施完成之后36个月内使用完毕 已回购的股份，尚未使用的已回购股份将予以注销。 ...

作为全球最大的制造国，中国制造业规模已连续14年稳居世界第一，还拥有全球规模最大、门类最齐全的制造业体 系，这为我国工业软件市场提供了巨大的发展土壤。 据灼识咨询资料，2024年中国工业软件市场规模达到2940亿元，预计在2029年达到4670亿元，年复合增长率为9.7%。 该领域已跑出海康威视、用友网络、宝信软件等上市公司，如今又有来自上海的企业冲击IPO。 格隆汇获悉，近日，赛美特信息集团股份有限公司（简称"赛美特"）向港交所递交招股书，拟在香港主板上市，海通 国际、中信证券、中信建投国际为其联席保荐人。 赛美特是国内领先的智能工业软件解决方案提供商，发展过程中获得了来自华为、比亚迪、立昂微的融资。如今工业 软件市场情况如何？不妨通过赛美特来一探究竟。 1 董事长为微软前员工，华为、比亚迪入股 赛美特总部位于上海市闵行区，其前身特劢丝软件科技（上海）有限公司2017年成立。 2019年公司成为国内首个签约12英寸晶圆厂的厂商，还在2021年扩展EAP、RMS等设备自动化软件产品，同时布局非 半导体智能制造领域业务。 公司已获得多轮融资，其中在2023年12月的C+轮融资中，赛美特投后估值约63.83亿元； ...

格隆汇9月25日丨马鞍山钢铁股份(00323.HK)公告，9月25日耗资4913万元回购2142万股A股。 ...

Core Viewpoint - The company,朸浚国际, has successfully completed a placement of 198 million shares at a price of HKD 0.063 per share, raising approximately HKD 12.37 million for further development in its healthcare and beauty business [1] Group 1: Placement Details - The placement involved 198 million shares, representing about 16.66% of the company's enlarged issued share capital post-placement [1] - The shares were successfully placed to no fewer than six subscribers according to the terms of the placement agreement [1] - The net proceeds from the placement, after deducting related expenses, amount to approximately HKD 12.37 million, equating to a net issue price of about HKD 0.0622 per share [1] Group 2: Use of Proceeds - The company plans to utilize the entire net proceeds for further development in its healthcare and beauty business, as previously disclosed in announcements [1]

格隆汇9月25日丨新都酒店(08315.HK)公告，自2025年9月25日起，作出以下变动：1.林永耀已辞任公司 非执行董事；及2.郭志立已获委任为公司非执行董事。 ...