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希迪智驾获纳入恒生综合指数 有望成为港股通标的
Zhi Tong Cai Jing· 2026-02-14 00:37
Group 1 - The Hang Seng Index Company announced the quarterly review results for the Hang Seng Index series as of December 31, 2025, with HiDiDri (03881) being included in the Hang Seng Composite Index [1] - The changes will be implemented after market close on March 6, 2026, and will take effect on March 9, 2026, leading to adjustments in the eligible stocks for the Hong Kong Stock Connect [1] - According to CICC's research report, HiDiDri is likely to be included in the Hong Kong Stock Connect due to meeting various criteria, including market capitalization, liquidity, and listing time [1] Group 2 - Everbright Securities released a report forecasting HiDiDri's Non-IFRS net loss for 2025E to be 76 million yuan, representing a year-on-year reduction in loss of 39.8% [1] - The forecast for 2026E and 2027E indicates Non-IFRS net profits of 75 million yuan and 357 million yuan, respectively [1] - The firm is optimistic about HiDiDri's core business of autonomous mining trucks accelerating its growth and maintaining industry leadership through technological, scenario, and commercialization advantages, initiating coverage with a "Buy" rating [1]
不同集团获纳入恒生综合指数 有望跻身港股通标的
Zhi Tong Cai Jing· 2026-02-14 00:37
2月13日,恒生指数公司宣布截至2025年12月31日之恒生指数系列季度检讨结果,其中不同集团(06090) 获纳入恒生综合指数。此次变动将于2026年3月6日(星期五)收市后实施并于2026年3月9日(星期一)起生 效,届时沪深交易所会相应调整港股通可投资标的范围。机构指出,不同集团有望借此机会纳入港股 通,迎来发展新契机。 港股通标的的调整历来备受市场关注,不仅直接影响相关个股的市场流动性、估值定价,更能为内地投 资者挖掘新的优质投资标的,实现资金与优质资产的精准对接。 此前,根据LiveReport大数据测算,本次恒生综指纳入的市值门槛约为93亿港元。中金研报指出,不同 集团有可能被调入港股通,因其满足了包括市值、流动性和上市时间等在内的一系列标准。 资料显示,不同集团前瞻性地聚焦于高端母婴品牌细分市场。自2019年推出高端母婴品牌BeBeBus以 来,不同集团以差异化战略快速崛起,凭借先发优势迅速占领用户心智,已成为这一细分赛道的佼佼 者。据弗若斯特沙利文数据,按2024年的GMV计算,BeBeBus在中国面向中高端消费者的耐用型育儿 产品品牌中排名第一,市场优势地位稳固。 值得注意的是,不同集团的行 ...
聚水潭获纳入恒生综合指数 有望成为港股通标的
Zhi Tong Cai Jing· 2026-02-14 00:37
Group 1 - The core announcement is that 聚水潭 (06687) will be included in the Hang Seng Composite Index, with changes effective from March 9, 2026 [1] - The inclusion is expected to lead to adjustments in the eligible stocks for the Hong Kong Stock Connect, as it meets criteria such as market capitalization, liquidity, and listing duration [1] - 中金 (CICC) has initiated coverage on 聚水潭, giving it an "outperform" rating with a target price of HKD 41 [1] Group 2 - 聚水潭 is recognized as a leading player in the global e-commerce SaaS market, with significant competitive advantages and a clear growth strategy [1] - The company is anticipated to enter a phase of steady revenue growth and rapid profit release [1] - CICC forecasts earnings per share for 聚水潭 to be RMB 0.25, 0.86, and 1.38 for the years 2025 to 2027, with a compound annual growth rate of 135% from 2024 to 2026 [1]
果下科技获纳入恒生综合指数 有望成为港股通标的
Zhi Tong Cai Jing· 2026-02-14 00:37
2月13日,恒生指数公司宣布截至2025年12月31日之恒生指数系列季度检讨结果,其中果下科技(02655) 获纳入恒生综合指数。变动将于2026年3月6日(星期五)收市后实施并于2026年3月9日(星期一)起生效, 届时沪深交易所会相应调整港股通可投资标的范围。据中金研报,果下科技有可能被调入港股通,因其 满足了包括市值、流动性和上市时间等在内的一系列标准。 近日,上能电气(300827)与果下科技在上能电气总部签署战略合作协议。根据协议,双方在过往合作 的基础上进一步发挥各自优势,围绕储能领域在市场开拓与项目推广方面深化合作,共同提升全球范围 内的品牌影响力,助推全球能源结构向更绿色、可持续方向转型。 ...
恒指季检结果公布:宁德时代、洛阳钼业、老铺黄金染蓝 恒指成分股增加至90只
Zhi Tong Cai Jing· 2026-02-14 00:31
Group 1: Hang Seng Index - Ningde Times (300750) (03750), Luoyang Molybdenum (603993) (03993), and Laopu Gold (06181) will be included in the Hang Seng Index, increasing the number of constituent stocks from 88 to 90 [1][2]. Group 2: Hang Seng China Enterprises Index - Beike-W (02423) and Horizon Robotics-W (09660) will be added to the Hang Seng China Enterprises Index, while China Resources Beer (00291) will be removed, maintaining the total number of constituent stocks at 50 [5]. Group 3: Hang Seng Composite Index - East Asia Bank (00023) and Guofu Quantum (00290) will be included in the Hang Seng Composite Index, with the number of constituent stocks increasing from 507 to 532 [9][10].
西锐获纳入恒生综合指数 有望成为港股通标的
Zhi Tong Cai Jing· 2026-02-14 00:31
Group 1 - The Hang Seng Index Company announced the quarterly review results for the Hang Seng Index series as of December 31, 2025, with Xirui (02507) being included in the Hang Seng Composite Index [1] - The changes will be implemented after the market closes on March 6, 2026, and will take effect on March 9, 2026, leading to adjustments in the eligible stocks for the Hong Kong Stock Connect [1] - According to CICC's research report, Xirui is likely to be included in the Hong Kong Stock Connect due to meeting various criteria, including market capitalization, liquidity, and listing time [1] Group 2 - Western Securities (002673) noted that Xirui launched the VisionJet G3 product on February 3, with continuous price increases and upgrades in intelligence and comfort [1] - The firm believes that with the gradual acquisition of new orders for better-structured products like VisionJet G3 and SRG7+, the overall product structure will improve year-on-year, enhancing profitability [1]
中国金融国际1月末每股综合资产净值约为0.02港元
Zhi Tong Cai Jing· 2026-02-14 00:31
Group 1 - The company China Financial International (00721) announced that as of January 31, 2026, the unaudited net asset value per ordinary share is approximately HKD 0.02 [1]
OSL集团获纳入恒生综合指数 有望成为港股通标的
Zhi Tong Cai Jing· 2026-02-14 00:31
2月13日,恒生指数公司宣布截至2025年12月31日之恒生指数系列季度检讨结果,其中OSL集团(00863) 获纳入恒生综合指数。变动将于2026年3月6日(星期五)收市后实施并于2026年3月9日(星期一)起生效, 届时沪深交易所会相应调整港股通可投资标的范围。据中金研报,OSL集团有可能被调入港股通,因其 满足了包括市值、流动性和上市时间等在内的一系列标准。 OSL集团此前公告,本集团预期于2025财年(截至2025年12月31日止年度)取得持续经营业务的净亏损介 乎约3.7亿港元至4.3亿港元,而截至2024年12月31日止年度(2024财年)则取得持续经营业务的溢利约 5500万港元,原因是本集团作出重要投资以奠定未来增长的稳健基础。 ...
康臣药业获纳入恒生综合指数 有望成为港股通标的
Zhi Tong Cai Jing· 2026-02-14 00:31
康臣药业此前公告,于2025年6月13日,董事局决议执行股份回购计划,以资金总数不超过2亿港元为 限,于公开市场适时回购股份(先前股份回购计划)。于2026年1月29日,董事局决议根据购回授权进一 步执行另一项股份回购计划,以于公开市场适时回购股份,除先前股份回购计划的资金总数外,额外增 加最多1亿港元(股份回购计划)。据此股份回购计划合计拟动用资金总额将不超过3亿港元。股份回购计 划之期限自本公告日期起至公司下届股东周年大会结束时止或股东于股东大会上撤回或修订购回授权为 止。 2月13日,恒生指数公司宣布截至2025年12月31日之恒生指数系列季度检讨结果,其中康臣药业(01681) 获纳入恒生综合指数。变动将于2026年3月6日(星期五)收市后实施并于2026年3月9日(星期一)起生效, 届时沪深交易所会相应调整港股通可投资标的范围。据中金研报,康臣药业有可能被调入港股通,因其 满足了包括市值、流动性和上市时间等在内的一系列标准。 ...
海油工程:联合体中标40亿美元海外项目
Zhi Tong Cai Jing· 2026-02-14 00:14
Core Viewpoint - The company, CNOOC Engineering (600583.SH), has received a bid notification from QatarEnergy LNG, confirming its selection as the winning bidder for the "NFPSCOMP5" project, in partnership with Saipem, with a total contract value of approximately $4 billion, of which the company's share exceeds $800 million [1] Group 1: Project Details - The project is part of the company's main business operations [1] - The total contract amount is approximately $4 billion [1] - The company's share of the contract is over $800 million [1] Group 2: Strategic Implications - Winning this project signifies further recognition of the company's comprehensive strength in the mainstream oil and gas market in the Middle East [1] - Successful signing and implementation of the project will positively impact the company's performance and promote future business development [1] - This achievement supports the company's "14th Five-Year" overseas strategic plan and exemplifies its commitment to the Belt and Road Initiative, facilitating deeper participation of Chinese enterprises in international energy cooperation [1]