格隆汇2月10日丨东方国信(300166.SZ)在投资者互动平台表示，公司未涉及短剧业务。 ...

格隆汇2月10日丨东方国信(300166.SZ)在投资者互动平台表示，公司未涉及短剧业务。 ...

格隆汇2月10日丨东方国信(300166.SZ)在投资者互动平台表示，目前公司业务暂未涉及"太空计算"或"太 空算力"相关的技术研发、商业化应用或项目布局。在算力领域，公司的核心资源与能力均投入于建设 高效、绿色的地面智算基础设施（如内蒙古智算中心）与普惠算力服务平台。 ...

Group 1 - The core point of the article is the appointment of Li Kun as the executive director and general manager of Xinhua Wenxuan (00811.HK) by the board of directors on February 10, 2026, following recommendations from major shareholders and the nomination committee [1]

Group 1 - The Japanese "lightning election" concluded in just 16 days, marking an unprecedented efficiency and result since World War II [1][2] - The ruling Liberal Democratic Party (LDP) led by Sanae Takaichi secured 310 out of 465 seats in the House of Representatives, achieving a two-thirds majority, while opposition parties collectively obtained only 109 seats [3] - This strong majority allows the LDP to push through policies with minimal resistance, enhancing policy certainty in Japan [4][5] Group 2 - The market's response reflects a pricing in of policy certainty, with a stable government increasing the likelihood of economic stimulus plans being realized [7] - Takaichi's economic strategy, which builds on Abenomics, includes a massive fiscal stimulus plan of 21.3 trillion yen (approximately 135.4 billion USD), aggressive tax cuts, and record fiscal budgets [8][9] Group 3 - The fiscal measures are expected to raise inflation expectations and interest rates, leading to a decline in bond prices, while stimulating the stock market [11] - The core logic of the "Takaichi trade" is to buy Japanese stocks, sell yen, and short Japanese bonds, as global funds embrace benefiting assets while discarding those adversely affected [11] Group 4 - The anticipated fiscal expansion is projected to increase Japan's GDP growth by 0.5% in 2026, which could improve corporate earnings [13] - Foreign investment in Japanese stocks has surged, with net purchases reaching 1.2 trillion yen in January 2026, and further increasing to 280 billion yen on the first trading day post-election [14] Group 5 - The depreciation of the yen is seen as a boon for Japanese companies, enhancing the competitiveness of exports and increasing the value of overseas earnings [16][17] - Japan's export value rose by 6.7% year-on-year in December 2025, with significant growth in automotive and semiconductor equipment exports [17] Group 6 - The Japanese bond market faces pressure due to rising fiscal premiums and a significant increase in government debt issuance, with the debt-to-GDP ratio at 237% [37] - The Bank of Japan's anticipated normalization of monetary policy, including gradual interest rate hikes, is expected to further increase bond yields [40][41] Group 7 - The market anticipates that if the yen approaches certain thresholds, the Japanese government may intervene to stabilize the currency [32][33] - The ongoing fiscal expansion and monetary policy adjustments create a challenging environment for the bond market, with expectations of rising yields and increased debt supply [45]

格隆汇2月10日丨新华文轩(00811.HK)公告，公司于2026年2月10日收到李强书面辞任函件。因工作调整 及需要投放更多时间处理其他事务原因，李强提出辞去公司执行董事职务，自本公告日起生效。李强同 时辞去公司董事会战略与投资委员会成员及公司总经理职务。 ...

Core Viewpoint - The company, Jiangsu Hengrui Medicine Co., Ltd., has received a notice from the National Medical Products Administration (NMPA) regarding the acceptance of its drug application for injection of Rukang Trastuzumab, which is now included in the priority review process [1] Group 1 - The drug name is Rukang Trastuzumab for injection [1] - The dosage form is an injection [1] - The acceptance number for the application is CXSS2600018 [1] Group 2 - The application is currently in the listing phase [1] - The applicant for the drug is Suzhou Merdia Biopharmaceutical Co., Ltd., a subsidiary of the company [1] - The proposed indication is for the treatment of adult patients with HER2-positive colorectal cancer who have failed treatment with oxaliplatin, fluorouracil, and irinotecan [1]

假设所有配售股份获悉数配售，预计配售事项的所得款项总额及所得款项净额(扣除配售佣金及所有相 关开支後)将分别为约1.42亿港元及约1.41亿港元。按此基准计算，每股配售股份之净发行价将为约8.80 港元。 格隆汇2月10日丨中国新零售供应链(03928.HK)公告，于2026年2月10日，配售代理与公司订立配售协 议，据此，配售代理同意作为公司代理，根据配售协议所载的条款及遵照当中的条件，按尽力基准促使 不少于六名承配人(彼等及彼等之最终实益拥有人均为独立第三方)认购最多1600万股配售股份，配售价 为每股配售股份8.88港元。配售股份将根据于2025年3月14日举行之股东周年大会上授予董事之一般授 权予以配发及发行。每股配售股份之配售价为8.88港元较联交所所报收市价每股11.02港元折让约 19.42%。 ...

格隆汇2月10日丨金科服务(09666.HK)公告，2月10日耗资337.4万港元回购38.8万股。 ...

董事会认为预期溢利增长主要归因于以下因素：(i)2024年于广州饼屋零售业务非经常性重组费用；及 (ii)于饼屋及眼镜业务全面推行成本优化措施。尽管业绩有所改善，香港零售市场仍然面对挑战，主要 由于消费模式出现结构性转变，以及本地居民外游频繁，对本地消费构成压力，集团对市场前景仍保持 审慎。 格隆汇2月10日丨利亚零售(00831.HK)公告，截至2025年12月31日止年度业绩预期，根据董事会就集团 未经审计综合管理账目作出的初步审阅，预期公司录得股东应占溢利按年增长超过40%，而截至2024年 12月31日止年度股东应占溢利为2390万港元。 ...