Core Viewpoint - Cloudwise Technology (01037) saw a significant increase of over 17%, currently trading at 0.99 HKD with a transaction volume of 12.2876 million HKD, following the announcement of a strategic cooperation memorandum with UBTECH regarding humanoid robots [1] Group 1: Company Developments - Cloudwise Technology's wholly-owned subsidiary, Cloudwise (Shenzhen) Technology Co., Ltd., has signed a memorandum of understanding with UBTECH for potential strategic cooperation in humanoid robot business [1] - Under the memorandum, Cloudwise Shenzhen will handle global sales, marketing, and after-sales service for UBTECH's humanoid robot products, while UBTECH will focus on product R&D, production, technical support, and product upgrades [1] - This division of labor creates a precise complementarity of "R&D production + market service" [1] Group 2: Industry Insights - UBTECH is one of the few companies globally with full-stack technical capabilities in humanoid robots, holding the highest number of effective patents in this field [1] - UBTECH's subsidiary, UQI, has signed a procurement contract with Tianqi Automation Engineering Co., Ltd. for the purchase of industrial humanoid robots from the Walker S series, totaling 30 million CNY, to be delivered by December 31, 2025 [1] - Including this order, UBTECH's Walker series humanoid robots have secured contracts worth nearly 430 million CNY, with approximately 50 million CNY already delivered in the first half of the year [1]

Core Viewpoint - The report from CMB International maintains a target price of HKD 9.42 for Chow Tai Fook Enterprises (00659) and a "Buy" rating, indicating confidence in the stability of the company's various business segments and potential for growth in financial services [1] Group 1: Business Performance - The company expects a rebound in logistics rental rates and benefits from the 2025 policy report on accelerating the development of the Northern Metropolis, which will offset uncertainties in other business segments [1] - The financial services segment's Adjusted Operating Profit (AOP) increased by 29% to HKD 1.242 billion, indicating strong growth potential [2] - The overall performance for the fiscal year 2025 is projected to show a 7% year-on-year increase in AOP to HKD 4.466 billion, surpassing previous forecasts [1][2] Group 2: Dividend Policy - The company proposed a final dividend of HKD 0.35 per share, maintaining last year's level, leading to a total dividend of HKD 0.95 per share for fiscal year 2025 [1] - The company plans to maintain a long-term progressive dividend policy to ensure growth in shareholder returns [1] Group 3: Financial Outlook - The company anticipates a decrease in financing costs, projected at 4.7% for the fiscal year 2024 and 4.1% for 2025, which will support profit growth [1] - The estimated dividend yield for fiscal years 2026-2027 is expected to reach 8.4% and 8.8%, respectively, highlighting the attractiveness of the stock [1]

常规自营业务："多快好省"全面进阶，提升用户体验 2025H1，公司自营业务实现收入93.89亿元，同比+12.5%，公司围绕"多、快、好、省"四大维度全面进 阶，持续提升自营业务运营能力。1)多：自营业务向下游买家提供月均SKU数量达到48万个，2025H1 增长5.8w个;2)快：半日达同城订单占比提升至70%;3)好：坚守品质底线，2025H1公司退货率持续下降 至0.4%;4)省：公司进一步加强厂家直供模式，持续优化采购渠道，降低运营成本。 厂牌首推业务：自有品牌带来利润新增量 2025H1，公司厂牌首推业务交易规模合计达10.8亿元，同比+115.6%。其中自有品牌构筑自营业务高质 量增长核心动能，2025H1，自有品牌交易规模达8.52亿元，同比增长约473.4%。大单品乐药师藿香正 气口服液在基层医疗终端的覆盖取得实质性突破。 风险提示：政策波动风险，产品销售不及预期风险，行业波动风险 天风证券（601162）发布研报称，维持药师帮(09885)"买入"评级，将2025-2027年归母净利润预测由 1.56/3.73/6.02亿元上调为1.79/4.03/6.50亿元。2025H1公司平台+自营 ...

值得注意的是，据报道，9月24日，晶泰科技董事长温书豪、首席执行官马健一行到访招商深圳总部， 与招商局集团董事长缪建民、总经理石岱进行深入会晤。此次拜访旨在寻求战略协同，晶泰科技期待以 此次到访为契机、以产业应用为导向，与招商局集团及招商创科在加速新药研发、新材料发现以及化学 自动化等领域加强交流合作，发挥资源优势、实现共赢发展。 消息面上，晶泰科技近日与杭州百诚医药（301096）科技股份有限公司宣布签订合作意向书。根据合作 意向书，百诚医药委托晶泰科技，利用其"AI+机器人"平台开展新药研发工作；晶泰科技将委托百诚医 药开展药学研究等研发工作。双方还计划针对疼痛、嗜睡、肿瘤、自免、眼科等多个疾病领域尚未满足 的临床需求，借助晶泰科技的AI药物研发平台，共同推进创新药管线的研发与孵化，并择机成立合资 公司，探索更广领域的商业合作。 晶泰控股(02228)再涨超8%，截至发稿，涨6.66%，报12.97港元，成交额12.23亿港元。 ...

据介绍，IMM2510基于"mAb-Trap"技术平台研发，通过多重机制发挥抗肿瘤作用。I期临床研究显示， IMM2510治疗经免疫治疗的晚期鳞状非小细胞肺癌客观缓解率达35.3%，疾病控制率为76.5%，中位无 进展生存期为9.4个月，安全性可控;II期初步数据显示联合化疗一线治疗NSCLC效果显著。基于积极结 果，宜明昂科计划在III期临床试验中进一步验证IMM2510的疗效和安全性。 值得一提的是，国元国际指出，公司在2025年世界肺癌大会上公布IMM2510单药在晚期肺鳞状非小细 胞肺癌(sq-NSCLC)患者中的初步疗效与安全性数据，数据来源于I期临床研究的剂量递增及队列扩展阶 段。IMM2510此次公布单药治疗的ORR为35.3%，PFS为9.4个月，临床数据优秀，安全性良好。 （原标题：港股异动 | 宜明昂科-B(01541)涨超12% IMM2510两项III期注册临床试验已递交EOP2） 智通财经APP获悉，宜明昂科-B(01541)涨超12%，截至发稿，涨12.27%，报12.72港元，成交额2390.9万 港元。 消息面上，据动脉网报道，近日，宜明昂科自主研发的VEGF×PD-L1双特异 ...

华西证券（002926）发布研报称，2025年三季度证券市场各项指标逐渐清晰。预计45家上市券商在 2025Q3单季度实现调整后营收1581亿元，同比增加50%，环比增加21%。2025年前三季度，预计45家上 市券商实现调整后营业收入3987亿元，同比增加44%。 开源证券则表示，三季度交易活跃度和两融规模提升明显，叠加低基数，券商三季报业绩同比增速有望 进一步扩大；向后展望，投行、衍生品和公募业务等业务有望接续改善，头部券商海外业务崛起和内生 增长导向有望驱动本轮头部券商ROE扩张，板块估值仍在低位，机构欠配明显，继续看好券商板块战略 性配置机会，关注三季报和政策事件催化。 中资券商股早盘回暖，截至发稿，华泰证券（601688）(06886)涨5.71%，报19.63港元；招商证券 （600999）(06099)涨5.56%，报16.53港元；广发证券（000776）(01776)涨4.97%，报18.81港元；中信证 券（600030）(06030)涨5.08%，报28.52港元。 ...

Group 1 - Wind power stocks collectively rose, with notable increases: Goldwind Technology up 4.57% to 13.970, Longyuan Power up 4.45% to 8.220, and Jingneng Clean Energy up 3.72% to 2.510 [1] - From January to August, China's newly installed wind power capacity reached 57.84 GW, an increase of 24.24 GW year-on-year [1] - According to Wood Mackenzie, global wind power capacity is expected to reach a record high of 170 GW in 2025, with annual additions exceeding 170 GW over the next five years, peaking at 200 GW by 2034 [1] Group 2 - Ping An Securities reported the commencement of a 1 million kW wind power project in Ningxia Huadian, indicating a shift from older 1.5 MW units to larger capacities, which suggests significant potential for demand growth in land-based wind power [2]

消息面上，9月28日，工业和信息化部等八部门印发《有色金属行业稳增长工作方案（2025—2026 年）》，其中提到，2025—2026年，有色金属行业增加值年均增长5%左右，十种有色金属产量年均增 长1.5%左右，铜、铝、锂等国内资源开发取得积极进展。国海证券认为，短期来看，美联储如期降 息，且仍有进一步降息预期；有色金属行业稳增长工作方案出台，提振行业情绪。下游铝加工环节开工 率仍在持续回升中，库存拐点基本出现，关注"金九银十"旺季机会。民生证券指出，美联储降息落地， 商品供给干扰频发，伴随美国财政货币双宽松，叠加国内"金九银十"旺季需求，工业金属价格有望继续 上行。 有色股早盘活跃，截至发稿，赣锋锂业（002460）(01772)涨6.01%，报39.5港元；中铝国际（601068） (02068)涨4.41%，报2.37港元；招金矿业(01818)涨4.02%，报30.52港元；洛阳钼业（603993）(03993)涨 3.44%，报14.45港元；中国铝业（601600）(02600)涨3.97%，报7.85港元；江西铜业（600362）股份 (00358)涨2.45%，报27.6港元。 ...

Group 1 - The stock of Yiming Oncology-B (01541) increased by over 12%, reaching HKD 12.72 with a trading volume of HKD 23.9 million [1] - Yiming Oncology has submitted two EOP2 communication requests for its self-developed VEGF×PD-L1 bispecific antibody IMM2510 to the National Medical Products Administration for Phase III clinical trials targeting different types of lung cancer, marking a critical stage in its clinical development [1] - The IMM2510 is developed based on the "mAb-Trap" technology platform and demonstrates antitumor effects through multiple mechanisms [1] Group 2 - Phase I clinical trials showed that IMM2510 achieved an objective response rate (ORR) of 35.3% and a disease control rate of 76.5% in patients with advanced squamous non-small cell lung cancer (sq-NSCLC), with a median progression-free survival (PFS) of 9.4 months and manageable safety [1][2] - Preliminary data from the Phase I clinical study presented at the 2025 World Lung Cancer Conference indicated excellent clinical data and good safety for IMM2510 as a monotherapy in advanced sq-NSCLC patients [2] - Based on positive results, Yiming Oncology plans to further validate the efficacy and safety of IMM2510 in Phase III clinical trials [1]

澳大利亚央行将于本周维持利率不变，交易员与经济学家指出，当前紧张的就业市场及新显现的通胀压力或将限制后续政策宽松空间。最新调查显示，在8 月完成年内第三次降息后，经济学家普遍预测该央行周二将保持3.6%现金利率不变，市场共识中值为11月或实施单次降息，随后将长期暂停降息至2026年 第三季度——此预期较此前"2026年初降息两次"的预测有所调整。 机构间预测呈现分化：西太平洋银行与彭博经济研究所持鸽派立场，预计明年利率将降至3%以下;澳大利亚国民银行则属鹰派阵营，预测政策环境直至2026 年5月将保持稳定。 澳大利亚央行行长米歇尔·布洛克在利率公告后的新闻发布会备受关注，其可能强调该央行"数据依赖"与谨慎政策方针。 澳大利亚联邦银行贝琳达·艾伦指出，月度消费者物价指数连续两月加速上涨，通胀面临"重大上行风险"，尽管经济活动出现周期性回升，但就业市场疲软 与工资增速放缓迹象并存，这使得该行原本预期的11月降息不再确定。市场定价反映此不确定性：当前11月降息概率五五开，下一次降息时点预计为2026年 3月。 澳大利亚央行疫情后采取战术性措施平衡"保就业"与"控物价"，看似实现微妙平衡，但物价压力重现风险引发担忧， ...