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2026大年初一票房破11亿
Ge Long Hui· 2026-02-17 10:31
据灯塔专业版,截至2月17日18时08分,2026大年初一(2月17日)大盘票房突破11亿。 责任编辑:钟离 财经频道更多独家策划、专家专栏,免费查阅>> ...
中国领先动保企业信得科技拟香港上市 开启全球化布局
Ge Long Hui· 2026-02-17 08:53
信得科技以技术驱动为核心,建立了行业领先的研发平台,全球首家采用全悬浮细胞培养技术生产高致病性禽流感疫苗,并掌握病毒反向遗传改造等核心技 术。招股书显示,公司拥有189人的研发团队,其中硕士及以上学历占比超60%,累计获得43项新兽药注册证书及82项发明专利。依托强大的研发实力,公 司创新性地构建了"精准流调、精准定制、精准评估"的业务闭环,为养殖客户提供从疾病监测到精准治疗的一站式解决方案,显著提升客户粘性与服务价 值。 业绩高速增长,全球化布局成效显著 财务数据显示,信得科技近年来业绩表现亮眼。2025年前九个月,公司实现营业收入8.77亿元,同比增长25.2%;除税前利润增幅超100%。在全球化战略推 动下,海外业务爆发式增长,同期海外收入达4610万元,同比激增123.8%。目前,公司正加速在31个国家推进产品注册,其水禽及家禽疫苗在越南、巴基 斯坦市场占有率领先。此外,公司已获得《财富》世界500强企业住友商事的战略投资,为布局宠物业务、引入国际先进技术与产品奠定基础。 2026年2月16日,山东信得科技股份有限公司(以下简称"信得科技")正式向港交所递交上市申请,工银国际与中泰国际担任联席保荐人。 ...
陆金所控股的风波终局与新周期起点
Ge Long Hui· 2026-02-17 07:58
Core Viewpoint - Lufax Holdings has concluded a series of announcements that clarify historical issues, marking the end of a turbulent year and the transition from a phase of rapid growth to one focused on high-quality development [1][2]. Group 1: Historical Risk Clearance - The announcements represent a significant milestone in Lufax's comprehensive reform, addressing historical financial irregularities and ensuring compliance with regulatory standards [2]. - The financial restructuring primarily involves historical legacy issues from 2023 and earlier, with no substantial impact on current cash flow, described as a "one-time short pain" [2]. - The company engaged Deloitte as an independent internal control consultant to conduct a thorough review across seven core areas, successfully closing all identified risk points by the announcement date [2]. Group 2: Operational Resilience and Performance - Lufax exemplifies resilience in the financial technology sector, demonstrating strong operational performance despite a challenging macroeconomic environment [4]. - The company has optimized its core business, achieving a balance between business scale and quality, with a notable reduction in overdue loan rates and a decrease in credit impairment losses [4][5]. - By the end of 2024, Lufax's loan balance reached 2,169 billion, with a significant improvement in asset quality, showcasing effective risk management capabilities [4]. Group 3: Strategic Shift and Future Outlook - Lufax is transitioning to a "new normal" of high-quality development, focusing on profit quality rather than aggressive scale expansion [6]. - By the end of 2025, the company plans to adjust its loan balance to 1,838 billion, emphasizing a strategic shift towards consumer finance and reducing reliance on external credit enhancement [7]. - The ongoing support from major shareholder Ping An Group is expected to enhance Lufax's strategic value, leveraging synergies in customer resources, risk management, and technological empowerment [7]. Group 4: Conclusion and Investment Opportunity - Lufax is positioned as a resilient entity in the financial technology landscape, having shed historical burdens and upgraded its operational framework [8]. - The company is now set to embark on a new journey, offering potential benefits to investors who recognize its adaptability and commitment to high-quality growth [8].
日经225指数收跌0.42%
Ge Long Hui· 2026-02-17 07:23
格隆汇2月17日|日经225指数收盘下跌0.42%,报56566.49点 责任编辑:钟离 财经频道更多独家策划、专家专栏,免费查阅>> ...
日本财政部预测:到2029财年,日本发债规模将较2026财年增长28%
Ge Long Hui· 2026-02-17 07:23
股票频道更多独家策划、专家专栏,免费查阅>> 责任编辑:安东 澳大利亚央行2月份政策会议的纪要强调,"不可能对隔夜拆款利率的任何特定路径抱有高度信心"。但 高盛首席经济学家Andrew Boak表示,有理由认为再次加息的可能性较大。澳大利亚央行的预测是基于 一项技术性假设,即需要进一步加息。他表示,该行还强调,产能压力将继续加大。澳大利亚央行也淡 化了金融状况的限制性。Boak预计,澳大利亚央行将在5月份进行第二次也是最后一次25个基点的加 息。 ...
高盛:澳大利亚央行或将再次加息,因产能压力加剧
Ge Long Hui· 2026-02-17 06:36
美股频道更多独家策划、专家专栏,免费查阅>> 责任编辑:安东 澳大利亚央行2月份政策会议的纪要强调,"不可能对隔夜拆款利率的任何特定路径抱有高度信心"。但 高盛首席经济学家Andrew Boak表示,有理由认为再次加息的可能性较大。澳大利亚央行的预测是基于 一项技术性假设,即需要进一步加息。他表示,该行还强调,产能压力将继续加大。澳大利亚央行也淡 化了金融状况的限制性。Boak预计,澳大利亚央行将在5月份进行第二次也是最后一次25个基点的加 息。 ...
美光科技斥资2000亿美元建厂 以突破AI内存瓶颈
Ge Long Hui· 2026-02-17 05:17
美光科技是美国最大的存储芯片制造商,这种微小的硅片用于存储和传输数据,为从智能手机、汽车电 脑到笔记本电脑和数据中心等各种设备提供动力支持。美光科技正加紧增加产能,以应对存储行业40多 年来最严重的供应紧张。在公司总部所在地博伊西,美光科技正斥资500亿美元,将其占地450英亩的园 区面积扩大一倍以上,其中包括建造两座新的芯片工厂(即晶圆厂)。第一座晶圆厂的首批硅晶圆预计 将于2027年年中下线,用于生产DRAM,这是一种用于制造高带宽存储(HBM)芯片的存储器,而HBM 对于先进的人工智能(AI)计算日益重要。两家工厂都应会在2028年底前投产。这还不是全部。在锡拉丘 兹附近,美光科技刚刚破土动工一个耗资1,000亿美元的晶圆厂综合体,这是纽约州有史以来最大的私 人投资。去年年底,美光科技宣布在日本广岛投资96亿美元建设晶圆厂,而其竞争对手SK海力士(SK Hynix)在1月份宣布,将在韩国建造一座耗资130亿美元的晶圆厂,此外该公司正在印第安纳州建造一个 耗资40亿美元的制造综合体。这场疯狂的制造业军备竞赛背后是AI热潮。"我在这里工作了28年,从未 见过像AI这样具有颠覆性的东西,"负责美光科技2,00 ...
"问界山河"点亮除夕夜!问界M9春晚《手到福来》掀起全网参与热潮
Ge Long Hui· 2026-02-17 03:14
Core Viewpoint - The performance of the AITO M9 at the 2026 Spring Festival Gala showcases the technological strength and new image of Chinese electric vehicle brands, highlighting the integration of technology and art [1][7]. Group 1: Brand and Product Highlights - AITO M9, as part of the performance, symbolizes a blend of technology and cultural elements, creating a memorable experience for millions of viewers [2][3]. - The program titled "Hand to Fortune" successfully engaged the audience through interactive gestures, enhancing brand recognition and emotional resonance with the audience [4]. - Since its inception in 2021, AITO has launched four electric vehicle models, including M5, M7, M9, and M8, and has achieved a significant milestone of one million vehicles produced in just 46 months [5]. Group 2: Market Position and Recognition - AITO M9 has maintained its position as the best-selling model in the 500,000 yuan price segment for 21 consecutive months, challenging the dominance of foreign brands in the luxury market [5]. - The Spring Festival Gala appearance signifies national recognition of AITO's product strength and enhances the visibility of Chinese high-end electric vehicles on a global scale [7]. - AITO is positioned as a leader in the Chinese electric vehicle market, continuously pushing the boundaries of innovation and luxury [7].
日本国债价格上涨,因日本央行提前加息的可能性降低
Ge Long Hui· 2026-02-17 03:12
责任编辑:安东 股票频道更多独家策划、专家专栏,免费查阅>> 受日本央行提前加息前景减弱影响,日本国债在东京交易时段价格上涨。SMBC日兴证券金融市场与经 济研究部门的两名成员在评论中称,日本央行行长植田和男与首相高市早苗周一举行了会晤,距离两人 上次会面不到三个月。此次会晤的间隔时间短于以往日本央行行长与首相会晤的四个半月平均间隔。这 两名成员表示,因此,"这一时机引发了外界猜测,认为高市早苗正试图劝说植田和男不要提前加息"。 两年期日本国债收益率下跌1.5个基点,至1.250%,10年期国债收益率下跌4.5个基点,至2.165%。 ...
油价涨跌互现,交易员等待第二轮美伊会谈
Ge Long Hui· 2026-02-17 02:24
亚洲早盘油价涨跌互现,交易员等待本周第二轮美伊会谈。荷兰国际集团大宗商品策略团队的两名成员 在一份研究报告中称:"鉴于美伊局势如何演变存在不确定性,市场仍反映了很大的风险溢价。"这两名 成员补充说:"美国总统特朗普上周末称政权更迭对伊朗最有利,这番言论可能不会缓解担忧。"近月西 得州中质油期货上涨1.1%,至每桶63.61美元;近月布伦特原油期货下跌0.3%,至每桶68.43美元。 责任编辑:安东 美股频道更多独家策划、专家专栏,免费查阅>> ...