立即订阅 VIP （原标题：智通港股解盘 | 算力租赁涨价来袭 缺电叙事持续演绎各种机会） 精品VIP投研内容 当前内容仅限订阅用户查看 ...

Core Viewpoint - The company, Maoye International (00848), anticipates a net loss of approximately RMB 200 million to RMB 250 million for the fiscal year 2025, primarily due to impairment losses on investment properties and goodwill [1] Financial Performance - For the fiscal year 2024, the company reported a net loss of approximately RMB 99.92 million [1] - Excluding the impairment losses of approximately RMB 300 million on investment properties and RMB 100 million on goodwill and construction properties, the operating net profit for 2025 is expected to be around RMB 100 million [1] Impairment Losses - The expected net loss for 2025 is mainly attributed to the impairment losses on investment properties and goodwill, with a projected fair value decline of investment properties from approximately RMB 21.8 billion to about RMB 21.5 billion, representing a decrease of about 1.4% [1] - The company anticipates recognizing a fair value change loss of approximately RMB 300 million, which will impact net profit by about RMB 230 million [1] - Additionally, the company expects to recognize impairment losses on goodwill and construction properties of around RMB 100 million [1]

Group 1 - The company, Fulongma (603686.SH), announced a plan to issue shares to specific investors, aiming to raise a total of no more than 1.005 billion yuan [1] - The net proceeds from the fundraising, after deducting issuance costs, will be used for the construction of a smart sanitation operation comprehensive service platform and the establishment of a research and development center for unmanned sanitation equipment [1]

Core Viewpoint - NetEase Cloud Music (09899) announced a share buyback plan, indicating confidence in its stock value and future prospects [1] Group 1 - The company will repurchase 91,100 shares at a total cost of HKD 14.9931 million [1] - The buyback price per share ranges from HKD 159.8 to HKD 167.2 [1]

Core Viewpoint - The company announced the appointment of Mr. Liu Hongkang as a non-executive director, effective from February 12, 2026, until the end of the second board's term [1] Group 1 - The appointment was approved by shareholders at a special general meeting [1] - The board meeting held on January 27, 2026, reviewed and approved Mr. Liu's appointment, pending shareholder approval [1] - Mr. Liu will also serve as a member of the board's audit committee and strategic development committee [1]

Core Viewpoint - CMON (01792) has successfully completed a placement of 10.32 million shares at a price of HKD 0.9500 per share, raising approximately HKD 9.8 million for general operational purposes [1] Group 1: Placement Details - The placement represents about 16.67% of the company's issued share capital after the completion of the placement [1] - The total amount raised from the placement is approximately HKD 9.8 million, with a net amount of about HKD 9.4 million after deducting commissions and related expenses [1] - The placement was made to no fewer than six independent third-party subscribers, ensuring that none of them became a major shareholder of the company [1] Group 2: Use of Proceeds - Approximately HKD 2.35 million will be allocated for marketing and promotional activities, including participation in trade exhibitions [1] - About HKD 5.875 million is designated for game development, covering prototype design, content development, and artistic creation [1] - Approximately HKD 1.175 million will be used for the normal operations of board games, model wargames, and other leisure product sales [1]

英可瑞（300713）(300713.SZ)发布2026年度向特定对象发行股票预案，本次发行募集资金总额不超过 3.79亿元(含本数)，在扣除相关发行费用后的募集资金净额将全部用于以下项目：智能高频开关电源系 统生产项目、智能高频开关电源模块生产线自动化及技术升级改造项目、营销网络及信息化建设项目、 智能高频开关电源系统研发中心项目以及补充流动资金。 ...

梦金园(02585)公布，4000万股非上市股份已于2026年2月12日完成转换为H股。已转换H股将于2026年2 月13日上午九时正开始在联交所上市及交易。 ...

香港联交所最新资料显示，2月11日，Silchester International Investors LLP减持电视广播(00511)238.95万 股，每股作价3.2211港元，总金额约为769.68万港元。减持后最新持股数目为2291.67万股，最新持股比 例为4.91%。 ...

多年来一直落后于美国主要股指的道琼斯运输平均指数如今脱颖而出，在过去一个半月中跑赢标普500 指数13个百分点，接近金融危机以来的最大涨幅。该指数包含了CSX运输(CSX.US)、联邦快递 (FDX.US)、Old Dominion Freight Line(ODFL.US)以及美联航(UAL.US)等行业巨头，其强劲的经济数据 以及对科技巨头的减持趋势推动了该指数的飙升。 富国银行投资研究所全球股票和实物资产主管Sameer Samana表示："该行业对经济形势最为敏感，因为 更高的经济活动水平意味着商品需要在国内(乃至全球)流通。"投资者寻求人工智能相关股票的替代投 资，而强劲的经济形势"进一步强化了积极的投资逻辑"。 交通运输业属于"抗人工智能"行业，投资者越来越倾向于收购那些主要功能无法被人工智能技术复制的 公司。 Nationwide首席市场策略师Mark Hackett解释说，最近的数据在几个方面进一步提振了运输类股票。他 表示："显而易见，如果制造业需求增加，那么运输需求必然也会增加。"这也表明整体经济正在好转， 是投资者买入率先受益于经济复苏股票的关键技术信号。 不过，也有人警告称，未来收益可 ...