Core Viewpoint - The article discusses the upcoming IPO of Saimite Information Group Co., Ltd., which is positioned to leverage its full-stack intelligent manufacturing software solutions to tap into a trillion-yuan market as the industry transitions towards smart, networked, and digital manufacturing driven by AI and big data [1][2]. Company Overview - Saimite has developed the first and only full-stack intelligent manufacturing and management software solution in the industry, making it the largest Chinese provider in the advanced industrial intelligent manufacturing software market by revenue in 2024 [2]. - The company has successfully expanded its business from the semiconductor sector to other industries such as power, electronics, automotive, and biomedicine, increasing its customer base to 758 by June 30, 2025 [2][3]. Financial Performance - Saimite's revenue has shown robust growth, with figures of 181 million RMB, 287 million RMB, and 499.7 million RMB from 2022 to 2024, resulting in a compound annual growth rate (CAGR) of 66.13% [3]. - The company has turned profitable, reporting profits of 24.56 million RMB and 73.83 million RMB in 2023 and 2024, respectively, with a profit of 33.62 million RMB in the first half of 2025 [3]. Business Segments - The primary revenue source is the intelligent manufacturing software solutions, which have seen a CAGR of 43.9% from 2022 to 2024, although its revenue share has decreased from 99.5% in 2022 to 74.6% in 2024 [4]. - The management software solutions segment has experienced significant growth, with revenue increasing from 0.5% of total revenue in 2022 to 28.9% in the first half of 2025, and a CAGR of 959.9% from 2022 to 2024 [5]. Industry Outlook - The Chinese industrial software market is projected to grow from 197.4 billion RMB in 2020 to 294 billion RMB in 2024, with a CAGR of 10.5%, and is expected to reach 467 billion RMB by 2029 [7]. - The advanced industrial intelligent manufacturing software market is anticipated to grow from 17.1 billion RMB in 2020 to 31 billion RMB in 2024, with a CAGR of 16.1% [7]. - The market is currently dominated by foreign giants, but domestic companies like Saimite are rapidly gaining ground due to increasing demand for localized and controllable software solutions [8]. Competitive Position - Saimite holds a market share of only 1.5% in the advanced industrial intelligent manufacturing software sector, indicating significant room for growth in a fragmented market where the top ten players account for 32.4% of the market [8]. - The company is well-positioned to capitalize on the trends of domestic innovation and the shift towards smart manufacturing, supported by favorable policies and market conditions [8].

那么此次闯关港交所，赛美特亮点何在？ 营收高速增长，盈利成功扭亏 根据灼识咨询报告，凭借专有技术和自主知识产权，赛美特打造了业内首个且唯一的全栈式智能制造和经营管理软件解决方案。根据同一资料来源，按2024 年先进工业的工业软件收入计，公司是中国先进工业智能制造软件公司市场上最大的中国提供商。此外，在2024年按先进工业收入计排名前十的中国智能制 造软件公司中，按2022年至2024年相关收入的复合年增长率计，其也是增长最快的公司。 得益于其在半导体领域的丰富经验和技术壁垒，赛美特将业务成功拓展至其他行业，包括电力、电子、汽车、面板、光伏、化工、新能源电池、高端装备、 金属制品及生物医药等。在这样的背景下，公司的客户群体持续扩张，涵盖民营企业及国有企业。根据灼识咨询的资料，截至2025年6月30日，公司的客户 数量已达758家，覆盖全国前八大晶圆厂中的六家、前三大半导体硅片厂以及前三大封测厂。 从收入来看，赛美特的业绩稳健向好。2022年至2024年，赛美特的收入分别为1.81亿元(人民币，下同)、2.87亿元及4.997亿元，近三年的复合增长率达到 66.13%。公司利润于成功实现扭亏为盈，2022年至20 ...

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 ...

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 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。 ...

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 ...

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 ...

华西证券（002926）指出，负债端，寿险预定利率持续压降、渠道推进报行合一降低负债成本，有望推 动上市险企2025年全年NBV实现稳健增长；财险持续推进渠道报行合一及费用精细化管理，承保利润 有望继续改善。资产端，保险资金规模快速增长，在"慢牛"行情与中长期入市政策推动下，险企投资收 益有望继续改善。 国信证券认为，行业深化负债端渠道、产品、成本等领域的转型，产品转型及渠道质态得到显著改善。 资产端方面，预计险资资产配置需求仍高，对应长债及高分红类资产配置行情或将延续，建议关注商业 模式具备"护城河"优势的中国财险，及估值相对偏低的中国平安（601318）、中国太保。 内险股集体上扬，截至发稿，新华保险（601336）(01336)涨3.04%，报43.4港元；中国人保（601319） (01339)涨2.84%，报6.51港元；中国太保（601601）(02601)涨2.34%，报30.64港元；中国人寿 （601628）(02628)涨0.66%，报21.4港元。 新华保险 中国人保 中国人寿 中国平安 中国太保 新华保险 分时图 日K线 周K线 月K线 60.37 1.14 1.92% 2.16% 1 ...

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 | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | - ...

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 ...