Zhi Tong Cai Jing

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老牌承建商金叶国际通过港交所创业板聆讯 手上拥有187个项目
Zhi Tong Cai Jing· 2025-09-28 00:56
据港交所9月26日消息,金叶国际集团有限公司(金叶国际)通过港交所创业板上市聆讯,同人融资为其独家保 荐人。 据招股书,金叶国际是一家从事机电工程的老牌承建商,历史可追溯至2006年。该公司专门按个别项目基准 供应、安装、保养及维修暖气、通风及冷气调节系统;电力装置系统;及给供水系统。于往绩记录期间,该公司 主要担任主承建商,项目主要为私营项目,而项目的持有人主要为大型物业管理公司。于2023/24财年及 2024/25财年,该公司来自私营项目的收入分别占总收入约97.7%及98.2%,而来自作为主承建商的项目的收入 则分别占总收入约90.7%及86.4%。 就项目的物业类型而言,该公司于往绩记录期间主要受聘为香港现有的商业物业提供服务,该等物业由若干 大型物业管理公司管理。该公司于往绩记录期间提供服务的商业物业遍布香港岛、九龙及新界,包括大角咀 的奥海城、尖沙咀的中港城、荃湾的荃新天地(301277)、铜锣湾的恒隆中心、铜锣湾的FashionWalk、山顶 的山顶广场、北角的友邦广场、大角咀的港湾豪庭广场、中环的中环中心、鰂鱼涌的太古坊、启德的 AIRSIDE及红磡的都会大厦。 于往绩记录期间,该公司提供机 ...
天风证券:思摩尔医疗雾化业务实现阶段性突破 建议关注雾化产业链及烟草供应链
Zhi Tong Cai Jing· 2025-09-27 23:43
Group 1: Company Developments - Transpire Bio, a wholly-owned subsidiary of Smoore International, has submitted an Abbreviated New Drug Application (ANDA) for Breo® Ellipta® and received acceptance from the FDA on September 23 [1][1] - If approved, Transpire Bio will have a 180-day exclusivity period in the U.S. market for Breo® Ellipta®, which is used for the maintenance treatment of asthma and COPD, with projected sales of $2.02 billion in 2024 [1][1] - This breakthrough highlights Transpire Bio's strategic positioning in the complex generic drug sector and strengthens Smoore International's innovative advantage in the global inhalation drug market [1][1] Group 2: Industry Trends - The FDA has launched a pilot program to enhance the efficiency of pre-market tobacco product applications (PMTAs) for nicotine pouch products, aiming for more frequent feedback and shorter review times [2][2] - The pilot program reflects the FDA's commitment to improving regulatory efficiency while maintaining scientific standards for tobacco product reviews [2][2] - As of now, the FDA has authorized 20 nicotine pouch products, with potential for more varieties in the future [2][2] Group 3: Export Data - In the first eight months of 2025, the export value of e-cigarettes and similar personal vaporizing devices reached $2.116 billion, a year-on-year increase of 14.55%, while other non-combustible nicotine products saw a decrease of 18.31% [3][3] - In August 2025, the export value of e-cigarettes was $301 million, up 34.01% year-on-year, while other nicotine products reached $635 million, down 5.68% year-on-year [3][3] - The average export price for e-cigarettes was $4.46 per unit, with an overall export price of $45.07 per kilogram in August [3][3] Group 4: Regional Insights - The top five export destinations (U.S., U.K., Germany, South Korea, UAE) accounted for 62.32% of total exports in the first eight months of 2025, a slight decrease of 0.56 percentage points year-on-year [4][4] - The U.S. remains the largest market with an export value of $2.199 billion, down 8.67% year-on-year, representing 33.56% of total exports [4][4] - Notable growth was observed in exports to the UAE and Indonesia, with increases of 60.57% and 67.25% respectively, while South Korea, Russia, and the Netherlands experienced significant declines [4][4]
康希诺拟推258万股A股限制性股票激励计划
Zhi Tong Cai Jing· 2025-09-27 18:57
康希诺 康希诺生物 分时图 日K线 周K线 月K线 76.40 -1.53 -1.96% 1.96% 1.31% 0.65% 0.00% 0.65% 1.31% 1.96% 76.40 76.91 77.42 77.93 78.44 78.95 79.46 09:30 10:30 11:30/13:00 14:00 15:00 15:30 0 2万 4万 6万 康希诺(688185.SH)披露2025年A股限制性股票激励计划(草案),拟向激励对象授予258万股限制性股 票,约占2025年A股激励计划草案公告时公司股本总额的1.04%。其中首次授予206.55万股,首次授予 的激励对象人数共计87人,授予价格(含预留)为41.20元/股。 ...
崔东树:电动车出口的许可证新政堵塞漏洞实现高质量发展
Zhi Tong Cai Jing· 2025-09-27 12:09
智通财经APP获悉,9月27日,崔东树发文称,据商务部官网消息,为促进新能源汽车贸易健康发展,依据《中华人民共和国对外贸易法》有关规定,商 务部、工业和信息化部、海关总署、市场监管总局决定对纯电动乘用车实施出口许可证管理。此次是对货物名称为仅装有驱动电动机的具有车辆识别代码 (VIN 码)的其它载人车辆(参考海关商品编号为 8703801090)实施出口许可证管理。 因为870380的6位代码的品类产品原来是以低速电动车为主,当时无法建立相应的监管体系。近期随着主流规范电动车成为870380主体,因此进一步细化 拆分,区别化对应。此次并非全面的870380类别车型管理,是针对前期管理措施的其中的870380109进一步细化。目前主要用于载人的其它机动车中的 87388010类产品占6位码的873880类约70%是规范的整车企业生产的产品,均价达到2.06万美元。另外一小部分是不需要VIN码的87388090类产品,均价在 2050美元,是主流规范产品价格的10%,因此成本低,规范体系的难度大。 通过电动车出口的许可证新政实现的效果是规范出口主体,仅汽车制造企业及其授权经营企业可申领出口许可证,切断非授权主体出 ...
瘦西湖文旅递表港交所 目前拥有206艘观光船
Zhi Tong Cai Jing· 2025-09-27 11:47
据港交所9月26日披露,江苏瘦西湖文化旅游股份有限公司(简称:瘦西湖文旅)向港交所主板提交上市申请书,光大证券国际为独家保荐人。 招股书提到,瘦西湖文旅是扬州唯一的水上游船观光持牌运营商,且公司的游船是扬州水域内唯一指定交通方式。公司拥有蜀冈—瘦西湖风景区水上游船观 光20年独家运营权。瘦西湖文旅是根据无限定期限专营安排在古运河区域运营水上游船观光服务的唯一运营商,且于2025年9月21日,公司在古运河区域的 运营未受任何时间限制。自成立以来,公司运营水上游船观光已积累超过20年经验。 瘦西湖文旅提供多样化的观光船服务,包括标准水上游船观光服务、增值服务以及大运扬州夜间演出等项目。标准水上游船观光服务通过摇橹船、自驾船及 主题船提供。公司直接拥有所有游船。 于2025年9月21日,瘦西湖文旅共有206艘船,包括36艘摇橹船、106艘自驾船和64艘主题船,在标准运营条件下单航次总载客量为3817人,旅游高峰期每日 最大承载量为超过35000人。 瘦西湖文旅也提供各类增值水上游船观光服务,包括"游船+"服务及包船服务,以吸引追求独特旅行体验的游客,同时最大限度地利用公司的游船,进一步 提升收入来源及财务表现。于往 ...
内险股集体上扬 新华保险涨超3% 机构看好险企投资收益继续改善
Zhi Tong Cai Jing· 2025-09-27 11:36
Group 1: Market Performance - The insurance stocks collectively rose, with New China Life Insurance increasing by 3.04% to HKD 43.4, China Pacific Insurance up by 2.34% to HKD 30.64, and China Life Insurance rising by 0.66% to HKD 21.4 [2] - The overall market sentiment appears positive, as indicated by the upward movement in stock prices across major insurance companies [2] Group 2: Industry Insights - Huaxi Securities noted that the continuous reduction in life insurance preset interest rates and the promotion of unified reporting and sales channels are expected to lower liability costs, potentially leading to stable growth in the new business value (NBV) of listed insurance companies by 2025 [2] - The property and casualty insurance sector is also expected to see improvements in underwriting profits due to ongoing efforts in channel integration and refined expense management [2] - Guosen Securities highlighted that the industry's transformation in liability channels, products, and costs is showing significant improvement, with high demand for asset allocation in insurance funds expected to continue [2] - The focus on long-term bonds and high-dividend assets is likely to persist, suggesting a favorable environment for companies with strong business models and relatively low valuations, such as China Ping An and China Pacific Insurance [2]
优艾智合递表港交所 冲刺“移动操作机器人第一股”
Zhi Tong Cai Jing· 2025-09-27 10:26
据港交所9月26日披露,合肥优艾智合机器人股份有限公司(简称:优艾智合)向港交所主板提交上市申请书,中金公司(601995)为独 家保荐人。 | [编纂]項下的编纂]數目 | | [编纂]股H股(視乎[编纂]行使與否而定) | | --- | --- | --- | | [編纂]數目 | : | [编纂]股H股(可于[编纂]) | | [编纂]數目 | :: | [编纂]股H股(可予[编纂]及視乎[编纂]行使與否而 | | | | 定) | | [编纂] : | | 每股H股[編纂]港元,另加1.0%經紀佣金、 | | | | 0.0027%證監會交易徵費、0.00015%會財局交 | | | | 易徴費及0.00565%香港聯交所交易費(須於申 | | | | 請時以港元繳足且多繳股款可予退還) | | 面值 | : | 每股股份人民幣0.10元 | | [编纂] : | | [·] | | | | | 截至12月31日止年度 | | | | | 截至6月30日止六個月 | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | - ...
FJD Inc.递表港交所 为农业机器人市场的全球领导者
Zhi Tong Cai Jing· 2025-09-27 08:15
据港交所9月26日披露,FJD Inc.向港交所主板提交上市申请书,摩根士丹利和中金公司(601995)为联席保荐 人。 | | | 截至12月31日止年度 | | 截至6月30日止六個月 | | | --- | --- | --- | --- | --- | --- | | | 2022年 | 2023年 | 2024年 | 2024年 | 2025年 | | | | | (人民幣千元) | | | | | | | | (未經審核) | | | 收入 | 503.788 | 529.614 | 569.837 | 239.579 | 358.276 | | 收入成本 | (357,779) | (245.777) | (202,386) | (103,002) | (122,983) | | 毛利 | 146.009 | 283.837 | 367.451 | 136.577 | 235.293 | | 其他收入 | 12.689 | 8,141 | 24,488 | 6.211 | 4.744 | | 銷售及分銷開支 | (143.750) | (166,521) | (159.361) | (79.39 ...
银湖、PIF与库什纳旗下基金组财团 或以480亿美元私有化游戏巨头艺电(EA.US)
Zhi Tong Cai Jing· 2025-09-27 01:24
Group 1 - Electronic Arts (EA) is in talks for privatization with a consortium led by Silver Lake Management, the Saudi Public Investment Fund, and Jared Kushner's Affinity Partners [1] - The deal could be announced as early as next week and is expected to be one of the largest transactions announced in 2025, potentially becoming the largest leveraged buyout in history [1] - EA's stock price rose approximately 15% to $193.35, giving the company a market capitalization of about $48 billion [1] Group 2 - EA is set to release "Battlefield 6" on October 10, competing with Microsoft's "Call of Duty" in the video game shooting market [2] - The video game industry is experiencing sluggish growth, having laid off tens of thousands of employees over the past three years following a surge in player numbers during the COVID-19 pandemic [2] - Earlier this year, EA cut hundreds of jobs, marking the third major round of layoffs since 2023 [2]
美国司法部:解雇美联储理事库克不会导致“金融市场灾难”
Zhi Tong Cai Jing· 2025-09-26 23:23
(原标题:美国司法部:解雇美联储理事库克不会导致"金融市场灾难") 特朗普于8月底宣布解雇库克,理由是美国住房金融局局长Bill Pulte提出的按揭欺诈指控,称库克在被 任命为美联储理事之前,曾在贷款文件中将两处房产同时申报为"主要居所"。库克对此予以否认。 库克律师团队周四则在最高法院提交文件,反驳特朗普的请求。他们表示,特朗普的"紧急申请"实际上 是在要求最高法院"迅速做出决定,摧毁美联储理事会的独立性"。库克方面认为,特朗普的指控是"捏 造的",且行为发生在其上任之前,不符合《1913年联邦储备法案》中"因故解雇"的要求。库克团队警 告称,如果最高法院批准特朗普的请求,金融市场将会认为美联储丧失传统的独立性,从而引发混乱与 动荡。 美国司法部首席副检察长D. John Sauer在文件中指出,特朗普因下级法院要求暂时恢复库克职位而遭 受"不可弥补的伤害"。Sauer辩称,承认总统有权因"明显的金融不当行为"解雇理事,并不会损害美联 储的政策独立性,也不会引发市场恐慌。他表示:"没有理由认为,解雇因上任前行为不当的理事比解 雇任内违规的理事更容易让市场恐慌。" 智通财经APP获悉,美国司法部周五在提交给 ...