Zhi Tong Cai Jing

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远大住工:王春梅获选举为执行董事
Zhi Tong Cai Jing· 2025-09-29 08:34
远大住工(02163)发布公告,经股东于股东特别大会上审议批准,张剑先生、谭新明先生、沈丹先生、 王春梅女士获选举为第四届董事会执行董事,胡文翰先生、石东红女士获选举为第四届董事会非执行董 事,苏子佳先生、彭震先生、丁辉明先生为第四届董事会独立非执行董事。第四届董事会董事的任职自 股东特别大会选举通过后生效,任期至公司第四届董事会任期届满时结束。 ...
美股“泡沫警报”响起!三大趋势预示1999年狂欢前夜重现
Zhi Tong Cai Jing· 2025-09-29 08:33
尽管就业和房地产市场出现了越来越多的不利迹象,但美国主要股指仍持续上涨。整体经济增长似乎依然强 劲。但分析师警告称,一场堪比互联网泡沫的危机正在悄然酝酿。 美国经济和股市受到巨额且不可持续的财政赤字支出以及人工智能支出爆炸式增长的推动。 包括亿万富翁基金经理大卫.艾因霍恩在内的人士开始担忧巨额人工智能投资是否会带来回报。《哈佛商业 评论》最近也发表了一项研究,对人工智能是否能真正提高生产力提出了质疑。 在Seeking Alpha撰稿人Bret Jensen看来,当前的经济/市场形势越来越像1999年的情景,也就是2000年初互联 网泡沫破裂前的那段时间。 Jensen强调,当前市场/经济中的三个关键趋势与1999年互联网繁荣末期情况惊人地相似。 1.估值已变得"疯狂" 高估值或许是这两个时期最明显的相似之处。标普500信息技术板块的预期市销率达到8.8倍。这远高于互联 网繁荣末期的水平,也是有史以来的最高水平。 标普500信息技术板块的预期市销率 2."供应商融资"回归 年长的投资者可能还记得"供应商融资"曾迅猛增长。在这种模式中,像思科(CSCO.US)这样的供应商会在销 售的同时,以优惠的条件为购买其设 ...
长春高新子公司绒促卵泡激素αN02注射液在境内获批上市
Zhi Tong Cai Jing· 2025-09-29 08:30
长春高新(000661)(000661.SZ)发布公告,近日,公司子公司长春金赛药业有限责任公司(以下简称"金 赛药业")收到国家药品监督管理局核准签发的《药品注册证书》,其申报的绒促卵泡激素αN02注射液 已在境内获批上市。 绒促卵泡激素αN02注射液是金赛药业研发的一款长效重组人促卵泡激素—CTP融合蛋白注射液(FSH- CTP),是经基因工程技术将人促卵泡激素(hFSH)基因与人绒毛膜促性腺激素(hCG)的β亚基羧基末端肽 (CTP)基因通过中国仓鼠卵巢(CHO)细胞表达得到的绒促卵泡激素,1次皮下注射代替7天促卵泡激素 (FSH)的使用,属于治疗用生物制品3.2类。 ...
中金:十月起油运、干散、近洋集运步入旺季 看好运价表现
Zhi Tong Cai Jing· 2025-09-29 08:29
Group 1: Oil Shipping - The fourth quarter is a traditional peak season for oil shipping, with freight rates expected to rise starting in October [2][3] - Current freight rates reflect tight supply levels, and the demand for oil products in the Northern Hemisphere winter typically lasts for three months [1][2] - OPEC+ is expected to continue small production increases in October, contributing to sustained demand for shipping [1][2] Group 2: Near Coastal and Domestic Shipping - After the National Day holiday, freight rates for near coastal and domestic shipping are anticipated to gradually increase [3] - The near coastal shipping market has improved supply-demand dynamics this year, with no new supply of small vessels and aging fleets causing efficiency losses [3] - Increased cargo volumes between Southeast Asia and China, Japan, and South Korea are expected to support demand growth [3] Group 3: Dry Bulk Shipping - Historical data suggests that the BDI index typically rises in September and early October due to increased demand for grain shipments [4] - The post-holiday rush effect is likely to drive freight rates up after the National Day holiday, although rates may decline after the peak grain shipping period [4] - Winter energy demand is expected to boost transportation needs for coal and iron ore, leading to a potential rise in freight rates in late November [4] Group 4: Investment Opportunities - The company sees potential investment opportunities in the shipping sector due to ongoing supply tightness and marginal demand improvements [5] - Specific companies highlighted for potential growth include COSCO Shipping Energy (600026), China Merchants Energy Shipping (601872), China Merchants Jinling Shipyard (601975), Seaspan Corporation (01308), and Zhonggu Logistics (603565) [5]
爱科赛博拟推425.19万股限制性股票激励计划
Zhi Tong Cai Jing· 2025-09-29 08:29
爱科赛博(688719.SH)披露2025年限制性股票激励计划(草案),拟授予的限制性股票数量425.19万股,约 占激励计划草案公告时公司股本总额的3.68%。拟授予的激励对象总人数不超过95人,授予价格为20.37 元/股。 ...
紫金黄金国际暗盘盘初涨近44% 每手赚3141港元
Zhi Tong Cai Jing· 2025-09-29 08:29
厘:/88UU版 卻 : 8 I U.6 / 17:00 17:30 18:00 18:30 16:15 1分 5分 分时 日K • 行情来源: 利弗莫尔证券 • 紫金黄金国际(02259)将于9月30日(周二)在香港挂牌。截至发稿,利弗莫尔证券暗盘交易显示报价103港元,较招股价71.59港元上涨43.87%,每手100股, 不计手续费,每手赚3141港元。 | ( | 紫金黄金国际 | | ರ ೧ | | --- | --- | --- | --- | | HK 02259 暗盘 | | | | | 103.000 成交量 78800股 | 最高 107.500 | 今开 94.500 | | | 换手 0.00% +43.87% +31.410 | 最低 94.500 | 总市 2703亿 | | | 20250929 16:15 价 103.000 43.87% 均 102.864 分时量 78800股 | | | | | 103.000 | 43.87% | | | | | | 十档 | 成交明细 | | | | 104.000 | - -(- -) | | | | 103.900 | - | | ...
博泰车联暗盘盘初涨逾30% 每手约赚615港元
Zhi Tong Cai Jing· 2025-09-29 08:29
| 133.000 | | 30.10% | 十档 | | --- | --- | --- | --- | | | | | 134.700 | | | | | 134.600 | | | | | 134.500 | | | | | 134.400 | | | الموالي المتحدة المقاومة الم | | 134.300 | | 102.230 | | | 134.200 | | | ్ల సంఖ్య | | 134.100 | | | | | 134.000 | | | | | 133.900 | | | | | 133.800 | | | | | 133.000 | -30.10% |132.900 71.460 ● 价位 ● 均价 分时量 量:11240 132.800 11240 132.700 132.600 132.500 MACD MACD(12,26,9):0.000 DIF:0.000 DEA:0.000 132.400 132.300 132.200 132.100 16:15 18:30 分时 1分 5分 日K • 行情来源: 利弗莫尔证券 • 博泰车联(02889)将 ...
小摩:维持汇丰控股“增持”评级 目标价122港元
Zhi Tong Cai Jing· 2025-09-29 08:25
小摩进行敏感度测试显示,对于汇控,2025年信贷成本潜在上升可能为6个基点,或2025年下半年年化 增加13个基点,将使汇丰2025财年盈利减少1.6%。在正面方面,摩通计算不良贷款处置可能导致因预 期损失过剩而释放13亿美元资本。即使考虑潜在盈利下行,核心一级资本比率的净影响可能为提升12个 基点,从而增加回购股份的容量。 摩根大通发布研报称,予汇丰控股(00005)目标价122港元,维持"增持"评级。机构上周曾报道,汇丰控 股已指示其子公司恒生银行(00011)处置其香港商业地产(CRE)组合内的不良债务。摩通认为,若消息兑 现,汇丰股价存在上行潜力,因资本释放的好处超过信贷成本潜在上升。 ...
纬德信息:初步确定询价转让价格为40.33元/股
Zhi Tong Cai Jing· 2025-09-29 08:25
纬德信息(688171.SH)披露股东询价转让定价情况,根据2025年9月29日询价申购情况,初步确定的本次 询价转让价格为40.33元/股。本次询价转让拟转让股份已获全额认购,初步确定受让方为7家机构投资 者,拟受让股份总数为174.09万股。 ...
西普尼暗盘盘初涨逾45% 每手赚1340港元
Zhi Tong Cai Jing· 2025-09-29 08:25
Group 1 - The core point of the news is that Xipuni (02583) will be listed in Hong Kong on September 30, with a significant increase in its trading price compared to the initial offering price [1] - The dark trading price for Xipuni is reported at HKD 43, which represents a 45.27% increase from the offering price of HKD 29.6 [1][2] - Each trading unit consists of 100 shares, resulting in a potential profit of HKD 1,340 per unit traded, excluding transaction fees [1] Group 2 - The total market capitalization of Xipuni is reported to be HKD 25.29 billion [2] - The highest trading price recorded during the session was HKD 44, while the lowest was HKD 40 [2] - The trading volume at the time of reporting was 800 shares, with a trading price of HKD 43 [2][3]