Workflow
Ge Long Hui
icon
Search documents
苏新服务(02152.HK):王华获选为董事长
Ge Long Hui· 2025-09-25 09:35
格隆汇9月25日丨苏新服务(02152.HK)发布公告,王华获委任为执行董事,任期自股东特别大会批准之 日起至第二届董事会任期届满时止。此外,于2025年9月25日举行的董事会会议上,王华获选为第二届 董事会董事长,任期自本公告日期起至第二届董事会任期届满时止。 ...
美股异动丨富途盘前续涨超1% 大小摩齐料当前是良好入场时机
Ge Long Hui· 2025-09-25 09:32
Core Viewpoint - Futu Holdings (FUTU.US) has seen a recent stock price increase, with analysts maintaining positive ratings and target prices despite regulatory changes affecting mainland customer account openings [1] Group 1: Analyst Ratings and Target Prices - Morgan Stanley maintains an "Overweight" rating for Futu Holdings with a target price of $210, indicating that the cessation of account openings for mainland customers has not significantly impacted customer acquisition [1] - Morgan Chase also reiterates an "Overweight" rating with a target price of $270, suggesting that the impact of stricter account opening policies on Futu is limited compared to other brokers with historically looser standards [1] Group 2: Valuation Metrics - The current stock price of Futu Holdings is approximately $178.47, corresponding to about 17 times the expected earnings for 2026, which is below the historical average forward P/E ratio of 23 times since its IPO [1] - A critical support level is identified at $150, which corresponds to a 15 times expected P/E ratio for 2026, indicating potential price stability [1] Group 3: Growth Prospects - Future growth for Futu Holdings is expected to primarily come from overseas markets and cryptocurrency services, which are anticipated to provide long-term revenue generation opportunities [1] - Analysts predict a 70-80% probability of an absolute stock price increase within the next 45 days, suggesting a favorable outlook for investors [1]
民银资本(01141.HK):购买本金总额为2000万美元的可换股证券
Ge Long Hui· 2025-09-25 09:28
Core Viewpoint - Minyin Capital (01141.HK) has announced the purchase of convertible securities worth a total principal amount of $20 million, with a total cost of approximately $21.357 million (equivalent to about HKD 166 million) [1] Group 1: Company Details - The securities were acquired by Minyin Investment (Hong Kong), a wholly-owned subsidiary of Minyin Capital [1] - The issuer of the securities is Barclays PLC, which is listed on the London Stock Exchange under the ticker symbol BARC [1] - Barclays PLC operates as a diversified bank with five main divisions: UK Consumer, Corporate, Wealth and Private Banking, Investment Banking, and US Consumer Banking [1]
研报掘金丨浙商证券:首予合锻智能“买入”评级,前瞻布局聚变堆核心部件
Ge Long Hui· 2025-09-25 09:28
Core Viewpoint - The report from Zheshang Securities highlights that Hezhuan Intelligent focuses on high-end forming machine tools and intelligent sorting equipment, projecting a compound annual growth rate (CAGR) of 24% in revenue from 2019 to 2024, with revenue distribution in 2024 expected to be approximately 57% from color sorting machines, 29% from hydraulic machines, and 13% from mechanical presses [1] Industry Summary - The projected demand for machine tools in China for 2024 is around 1,040.7 billion yuan, with the metal forming machine tool market estimated at approximately 93 billion yuan. The market size is expected to reach between 159 billion to 196 billion yuan by 2030, indicating a CAGR of 5% to 7% over the next six years [1] - The competitive landscape is characterized by a coexistence of domestic enterprises and foreign brands, with a mix of dispersed and concentrated market dynamics. The market concentration is at a moderately low level, where leading companies have formed localized advantages but have not established absolute monopolies [1] Company Summary - The market perception is that the company's advanced manufacturing business is limited to nuclear fusion devices. However, due to its collaboration with the Shanghai Li Zhengdao Research Institute, the company is expected to participate in the construction of other large scientific devices led by the institute. This includes potential new orders for BEST or other scientific devices, new plans for fusion devices, and involvement in the research and development of new components, as controllable nuclear fusion is included in the national "14th Five-Year Plan" [1] - The report initiates coverage of the company with a "buy" rating [1]
广电总局:坚决防止过度娱乐化,坚决治理天价片酬
Ge Long Hui· 2025-09-25 09:26
格隆汇9月25日|国家广播电视总局副局长韩冬在新闻发布会上表示,正在修订《电视剧管理办法》等 一批管总定向的规章制度,为行业治理提供坚实的法治保障。认真落实文娱领域综合治理部署,坚决防 止过度娱乐化,坚决治理天价片酬,坚决抵制违法失德人员。加强编剧、导演、制片人、经纪人和青年 演员的系列培训,教育引导从业人员坚持把社会效益放在首位,树立良好的社会形象。目标是打造活力 充沛、风清气正的良好环境,推动广电视听不断涌现出熔铸古今、汇通中外的新时代精品力作。 (责任编辑:宋政 HN002) 【免责声明】本文仅代表作者本人观点,与和讯网无关。和讯网站对文中陈述、观点判断保持中立,不对所包含内容 的准确性、可靠性或完整性提供任何明示或暗示的保证。请读者仅作参考,并请自行承担全部责任。邮箱: news_center@staff.hexun.com ...
绿竹生物-B(02480.HK):彭玲获委任为副总经理
Ge Long Hui· 2025-09-25 09:22
格隆汇9月25日丨绿竹生物-B(02480.HK)发布公告,公司执行董事、副董事长彭玲已获委任为公司副总 经理。作为公司副总经理,彭玲将主要负责集团各项目的质量研究、质量控制及质量保证工作。 ...
天福(06868.HK)9月25日回购4000股
Ge Long Hui· 2025-09-25 09:22
Group 1 - Company Tianfu (06868.HK) announced a share buyback on September 25, 2025, for a total of 12.04 million HKD to repurchase 4,000 shares at a price range of 3.00 to 3.02 HKD per share [1]
Cantor Fitzgerald上调Lucid目标价至26美元
Ge Long Hui· 2025-09-25 09:18
Cantor Fitzgerald将Lucid Group的目标价从20美元上调至26美元,维持"中性"评级。(格隆汇) ...
中集集团(02039.HK)9月25日耗资2336.72万港元回购303.97万股
Ge Long Hui· 2025-09-25 09:16
格隆汇9月25日丨中集集团(02039.HK)发布公告,2025年9月25日耗资2336.72万港元回购303.97万股,回 购价格每股7.59-7.91港元。 ...
慧源同创科技(01116.HK)拟与英国储能技术供应商EPS组建合资公司 负责相变蓄能产品的生产及在中国市场的产业化推广
Ge Long Hui· 2025-09-25 09:16
格隆汇9月25日丨慧源同创科技(01116.HK)宣布,公司已于2025年8月22日,透过其附属公司广州美亚, 与英国注册成立的公司EPS订立合作备忘录。 根据合作备忘录,双方将设立合资公司,负责相变蓄能产品的生产及在中国市场的产业化推广。双方将 共同制定产品规划、技术标准及市场策略。合作范围涵盖数据中心、中央空调、冷链物流、农业设施及 其他高能耗领域,并将共享市场信息与技术成果,以加快新产品的开发与应用落地。 此次合作标志着集团在相变蓄能技术领域进一步巩固其技术领先地位。凭藉中国庞大的节能减排市场需 求及政策支持,集团将充分发挥其在中国的产业资源、客户渠道及政策对接能力,契合「双碳」政策及 绿色节能减排战略。此合作有助于拓展中央空调、数据中心、冷链冷库、农业设施及其他高能耗领域的 应用场景,进一步提升本集团核心竞争力,并为股东创造长远且可持续的增长动能。 董事会认为,与EPS的合作是集团迈向长远发展的关键一步,充分体现集团在技术创新及节能减排领域 的战略部署。董事会对合资公司未来的业务拓展及市场前景表示乐观,并深信此次合作将为集团的可持 续发展注入新的动能。 据悉,EPS为一家设立于英国的企业,是国际领先的 ...