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迈克生物(300463.SZ):天府国际生物城IVD产业园项目现已进入专用设施设备验证、调试和校准阶段
Ge Long Hui A P P· 2025-09-05 01:30
Core Viewpoint - The company, Maike Biological (300463.SZ), is advancing its Tianfu International Biological City IVD Industry Park project, which is currently in the specialized facility equipment validation, debugging, and calibration phase [1] Company Focus - The company is dedicated to in-depth development of clinical in vitro diagnostic platforms, emphasizing the importance of self-developed products [1] - The company is also promoting the development of smart laboratories as a core focus area [1]
软控股份(002073.SZ):公司目前暂未有收购芯片公司的项目规划
Ge Long Hui A P P· 2025-09-05 01:16
格隆汇9月5日丨软控股份(002073.SZ)在投资者互动平台表示,公司拥有全球研发体系和多项高能级研 发创新平台,主要聚焦于橡胶轮胎智能装备、关键制造工艺技术、新一代智能技术的研发及产业化。公 司目前暂未有收购芯片公司的项目规划。 ...
德尔股份(300473.SZ):公司在上海已经建成固态电池样品试制线
Ge Long Hui A P P· 2025-09-05 01:16
Core Viewpoint - The company has established a solid-state battery sample trial production line in Shanghai, demonstrating its capability to customize solutions based on various customer needs and technical requirements [1] Group 1 - The company has built a solid-state battery sample trial production line in Shanghai [1] - The company is capable of producing various samples tailored to different application scenarios and technical requirements [1] - The company is accelerating the construction of the pilot line project [1] Group 2 - After the pilot line is operational, the company plans to initiate mass production line construction based on customer and product development progress as well as market demand [1]
恒大高新(002591.SZ):匠芯新材硅碳项目目前已开始小批量供货
Ge Long Hui A P P· 2025-09-05 01:16
格隆汇9月5日丨恒大高新(002591.SZ)在投资者互动平台表示,公司投资的匠芯新材硅碳项目各项工作 进展顺利,目前已开始小批量供货,厂家反映使用效果良好。千吨级产线项目正在加紧实施之中,公司 的生产工艺成熟。恒大绿能将根据匠芯项目的开展情况,确定下一步的投资计划,如有重大进展,公司 将根据有关规定及时履行信息披露义务 登录新浪财经APP 搜索【信披】查看更多考评等级 ...
美股异动丨707 Cayman Holdings跌44.66%,为跌幅最大的中概股



Ge Long Hui A P P· 2025-09-05 00:27
Group 1 - The article reports significant declines in the stock prices of several Chinese concept stocks, with 707 Cayman Holdings experiencing the largest drop of 44.66% [1] - Other notable declines include Yueshang Holdings down 43.33%, Heitong Technology down 23.43%, Mercurity Fintech down 23.18%, and Aorijin Seed Industry down 22.87% [1] - The trading volumes for these stocks varied, with 707 Cayman Holdings having a trading volume of 5.6455 million, while Aorijin Seed Industry had a much lower volume of 83,300 [1]



恒瑞医药:签署新药项目授权许可 最高获益可达10.13亿美元
Ge Long Hui A P P· 2025-09-05 00:25
格隆汇9月5日|恒瑞医药早间公告,与美国Braveheart Bio公司达成协议,将具有自主知识产权的 1 类 创新药HRS-1893项目有偿许可给Braveheart Bio。Braveheart Bio 将向恒瑞支付6500万美元首付款和完成 技术转移后的1000万美元近期里程碑款,总计7500万美元。恒瑞有资格获得与临床开发和销售相关的里 程碑付款,最高可达10.13亿美 元。Braveheart Bio将向恒瑞支付相应的销售提成。 ...
国泰海通(02611.HK)获易方达基金增持445.74万股
Ge Long Hui A P P· 2025-09-04 23:44
增持后,易方达基金管理有限公司最新持股数目为214,386,728股,持股比例由5.99%上升至6.12%。 | 表格序號 | 大股東/董事/最高行政人員名 作出披露的 買入 / 費出或涉及的 每股的平均價 | | | | 持有權益的股份數目 佔已發行的 有關事件的日期 相 | | | --- | --- | --- | --- | --- | --- | --- | | | 種 股份數目 | 原因 | | | ( 請參閱上述 * 註 | 有投票權股(日 / 月 / 年) | | | | | | 图 | | 份百分比 | | | | | | | | ( %) | | CS20250904E00131 | 易方达基金管理有限公司 | 1101(L) | 4.457.400(L) | HKD 15.9713 | 214,386,728(L) | 6.12(L)01/09/2025 | 格隆汇9月5日丨根据联交所最新权益披露资料显示,2025年9月1日,国泰海通(02611.HK)获易方达基金管理有限公司在场内以每股均价15.9713港元增持 445.74万股,涉资约7119.05万港元。 | 股份代號: | 02 ...
博通:预计2026财年人工智能增长强劲,新客户不断增加
Ge Long Hui A P P· 2025-09-04 23:41
格隆汇9月5日|美国博通公司(Broadcom )首席执行官Hock Tan周四表示,在获得一家新客户超过100 亿美元的人工智能基础设施订单后,该公司预计2026财年的人工智能收入增长将 "大幅改善"。截至博 通公司 3 月份提交代理文件时,Tan 已年届 73 岁,他还表示将继续致力于领导公司至少五年。投资者 对这一消息表示欢迎,股价在盘后交易中上涨了 4%。 ...
音频 | 格隆汇9.5盘前要点—港A美股你需要关注的大事都在这
Ge Long Hui A P P· 2025-09-04 23:11
Group 1 - The Chinese government encourages local innovation in artificial intelligence terminals and promotes key technologies in 5G/6G components, chips, and modules [1] - The government aims to strengthen efforts in CPU and high-performance AI servers, as well as conduct adaptability tests for AI chips and large models [1] - The State Council plans to significantly elevate the sports industry development level by 2030, targeting a total scale exceeding 7 trillion yuan [2] Group 2 - Agricultural Bank of China surpasses Industrial and Commercial Bank of China in total market value, becoming the new "universe bank" [2] - The banking sector's A-share market value has regained the top position [2] - The Hong Kong Trade Development Council has raised its export growth forecast for Hong Kong this year [2] Group 3 - Southbound funds have reduced holdings in SMIC and Hua Hong Semiconductor for three consecutive days [3] - Roman Holdings plans to acquire a 39.2308% stake in Wutong High-tech for 196 million yuan [3] - Zhonghuan Hailu has terminated plans for a change in company control, leading to stock resumption [3]
美股异动|博通盘后涨3.66%,第四财季AI芯片收入展望超预期
Ge Long Hui A P P· 2025-09-04 22:51
格隆汇9月5日|博通盘后涨3.66%,报317.29美元。博通第三财季调整后每股收益1.69美元,预估为1.67美元;第三财季调整后净营收159.5亿美元,分析师 预期158.4亿美元;第三财季AI芯片半导体52亿美元,预期51.1亿美元。博通预计第四财季营收大约174亿美元,分析师预期170.5亿美元;预计第四财季AI半 导体收入62亿美元,分析师预估为58.2亿美元。 ...