三连跌后，港股终于迎来反弹。 周二，港股三大指数高开高走，市场热点轮动加速，生物医药、创新药等板块发起强势猛攻。 | ● 热力图 ○ 列表 | | | | | | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | | | Wind香港概念板块指数 | | | Wind香港二级行业指数 | | | | | | 影视传媒 | 抗肿瘤 | 创新药 | 本地券商 | 黄金珠宝 | Wind香港电气设 Wind香港医药生 Wind香港家庭用 Wind香港硬件设 Wind香港传 | | | | | | 5.73% | 4.96% | 4.82% | 4.69% | 4.40% | 13.40% | 4.05% | 3.84% | 2.48% | 1.59% | | 智能家居 | 武汉本地 | 生物医疗 | CRO | 智能终端 | Wind香港汽车与 Wind香港电信服 Wind香港环保II Wind香港有色金 Wind香港家中 | | | | | | 3.82% | 3.80% | 3.75% | 3.43% | 3.38% ...

Core Viewpoint - The recent share reduction by major shareholder Shanghai Fangda has caused significant market turbulence for Jilin Chemical Fiber, leading to a sharp decline in stock price after a period of strong performance [1][6]. Shareholder Actions - On May 16, Shanghai Fangda reduced its stake in Jilin Chemical Fiber by 1%, selling 24.59 million shares, which decreased its holding from 7.95% to 6.95% [3][6]. - The reduction occurred during a sensitive period when the company's stock had experienced a "4 days 3 boards" surge, raising concerns about short-term liquidity and investor sentiment [6]. Financial Performance - Jilin Chemical Fiber reported a revenue of 3.883 billion yuan in 2024, a 3.93% increase from 2023, but the net profit decreased by 13.90% to 277.13 million yuan [7][10]. - The company faced challenges in its product segments, with a 100% decline in revenue from viscose short fibers and a 12.59% drop in carbon fiber product revenue [7][10]. Market Dynamics - The company has been impacted by a downturn in the viscose short fiber industry, which has affected the entire textile supply chain [8]. - Despite a recovery in the viscose fiber market and a rise in sales prices, the overall profitability has not improved significantly [7][11]. Future Outlook - The ability of Jilin Chemical Fiber to achieve stable net profit growth will depend on market conditions and the effectiveness of its strategic initiatives [11].

降息来了！ 5月20日，央行重磅官宣，一年期、五年期LPR均下调10个基点。 据中国人民银行授权全国银行间同业拆借中心公布，2025年5月20日贷款市场报价利率（LPR）为：1年期LPR为3.0%，5年期以上LPR为3.5%。 以上LPR在下一次发布LPR之前有效。 | | | 中国人民银行 THE PEOPLE'S BANK OF CHINA | | | 货币政策司 Monetary Policy Department | | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 信息公开 | 新闻发布 | 深集活逝 | 货币政策 | 宏观审慎 | 信贷政策 | 金融市场 | 金融稳定 | 调查统计 | 银行会计 | 支付体系 | | | 金融科技 | 人民币 | 经理国库 | 国际交往 | 人员招录 | 学术交流 | 征信管理 | 反洗钱 | 党建工作 | | | 服务互动 | 政务公开 | 政策解读 | 公告信息 | 图文直播 | 央行研究 | 旨頻视频 | 市场动态 | 网上展厅 | 报告下载 | 报 ...

Group 1 - Southbound funds net bought Hong Kong stocks worth HKD 84.59 billion on May 19, with notable net purchases in China Construction Bank (HKD 8.61 billion), China Mobile (HKD 8.12 billion), and the Tracker Fund of Hong Kong (HKD 7.97 billion) [1] - Southbound funds have continuously net sold Tencent for 10 days, totaling HKD 135.99 billion, while net buying China Construction Bank for 5 days, totaling HKD 43.20 billion [1] Group 2 - China Construction Bank has applied to the Hong Kong Stock Exchange for a USD 15 billion medium-term note program [3] - Morgan Stanley raised the target price for Pop Mart by 9.8% to HKD 224, with the highest target price increased by 12.3% to HKD 273, maintaining an "Overweight" rating [3] - Agricultural Bank of China reported a technology enterprise loan balance of CNY 1.97 trillion as of the end of March, growing over CNY 250 billion since the beginning of the year, with technology-related industry loans increasing by over CNY 600 billion, a growth rate exceeding 24% [3] Group 3 - Xiaomi Group announced the upcoming launch of its self-developed 3nm process mobile processor chip, named Xuanjie O1 [4]

上周五，渝三峡A股价再度涨停，实现13天9板。 4月9日以来的26个交易日内，渝三峡A累计上涨190.85%，涨幅位列A股第四。 今日，人气股渝三峡A一度跌停，随后拉升翻红，又下跌，截至午间收盘，最新跌4.71%，报13.35元/股，总市值为57.88亿元。 | 序号 □ 股票代码 股票简称 | | | 现价(元) | 区间涨跌幅:前复权(%)(2 涨跌幅(%) 2025.04.09-2025.05.19 | | | --- | --- | --- | --- | --- | --- | | 1 10 | 300879 | 大叶股份 | 50.56 | 6.44 | 241.39 | | 2 1 | 300946 | 恒而达 | 83.38 | 4.22 | 221.06 | | 3 17 | 301595 | 太力科技 | 53.80 | 215.54 = > 1 1 | 215.54 | | 4 1 | 000565 | 渝三峡A | 13.35 | -4.71 | 190.85 | | 5 1 | 873169 | 七丰精工 | | 37.27 W. 1-2.43 n Cal. COM 20 72 | ...

品牌焕新：以 "M + 价值体系" 续写理想生活新篇章 牌主张；以产品、服务、社群的全面革新，回应深圳人对理想生活的炽热追求，续写与深圳城市共生长 的崭新篇章。 2025 年5 月 17 日，招商蛇口深圳公司 "为热爱而抵达" 2025 品牌焕新暨项目品鉴发布会在深圳海上文 化艺术中心盛大启幕。这场以 "热爱" 为核心的城市级盛事，吸引了来自媒体、行业、城市共建者等各 界精英共襄盛举，深度解构品牌基因，前瞻未来生活图景，标志着招商蛇口深圳公司以央企担当开启城 市运营与品质人居的崭新篇章。 2023年，深圳公司提出"M+美好生活解决方案"，发起"美好生活圈共建计划"，协同招商蛇口7大业态， 共建美好湾区。 2024年，深圳公司求新求变，洞见城市生活未来，深研多元化生活需求，升级重塑M+品牌价值体系， 整合提出9大美好生活新场景。 2025年，深圳公司美好再焕新：汲取三角梅 "坚韧盛放、簇拥成景" 的特质，将其转化为品牌视觉符号 的核心基因 ，升级"挚爱+""挚心+""挚友+" M + 价值体系视觉符号；以 "为热爱而抵达" ，焕新年度品 深耕湾区，筑梦未来。招商蛇口升级家的内涵 ——从"造房子"到"造生活，提出 ...

Group 1 - The controlling shareholder of Mingyue Optical (301101.SZ) plans to reduce its stake by up to 6,000,000 shares within three months from June 11, 2025, to September 10, 2025, which represents approximately 2.9891% of the total share capital after excluding shares in the company's repurchase account [1] - The reduction will occur through centralized bidding and block trading, with a maximum of 1% of the total share capital being sold via centralized bidding and up to 2% through block trading [1] - The company's Vice President and Board Secretary, Zeng Zhe, intends to reduce his holdings by up to 800,000 shares, accounting for 24.4312% of his total holdings, which is approximately 0.3985% of the total share capital after excluding repurchased shares [1] Group 2 - Shareholder Nuo Wei Qi plans to reduce its stake by up to 3,000,000 shares within the same three-month period, representing about 1.4945% of the total share capital after excluding shares in the company's repurchase account [2] - Similar to the previous shareholder, the reduction will also be executed through centralized bidding and block trading, with a maximum of 1% of the total share capital being sold via centralized bidding and up to 2% through block trading [2]

格隆汇5月18日丨太辰光(300570.SZ)公布，公司股东华暘进出口（深圳）有限公司计划自公告之日起15 个交易日后的3个月内（2025.6.10~2025.9.9）（窗口期不减持）以大宗交易或集中竞价交易方式减持本 公司股份不超过340.6万股（占公司总股本的1.4996%）。 股东张艺明先生计划自公告之日起15个交易日后的3个月内（2025.6.10~2025.9.9）（窗口期不减持）以 大宗交易或集中竞价交易方式减持本公司股份不超过18万股（占公司总股本的0.0793%）。 股东张映华女士计划自公告之日起15个交易日后的3个月内（2025.6.10~2025.9.9）（窗口期不减持）以 大宗交易或集中竞价交易方式减持本公司股份不超过52万股（占公司总股本的0.2289%）。 股东蔡乐先生计划自公告之日起15个交易日后的3个月内（2025.6.10~2025.9.9）（窗口期不减持）以大 宗交易或集中竞价交易方式减持本公司股份不超过13.5万股（占公司总股本的0.0594%）。 股东蔡波女士计划自公告之日起15个交易日后的3个月内（2025.6.10~2025.9.9）（窗口期不减持）以大 宗交易或集中 ...

公司于2025年5月16日收到股东任鹏飞先生的告知函，根据个人资金需求，任鹏飞先生拟自本公告发布 之日起15个交易日之后的3个月时间内通过大宗交易或集中竞价方式减持其持有的公司无限售流通股份 不超过20万股（占本人所持股份的比例为21.82%，占公司股份总数的比例为0.15%），减持价格依据市 场价格确定。 格隆汇5月18日丨福莱蒽特(605566.SH)公布，公司于2025年5月16日收到股东笪良宽先生的告知函，根 据个人资金需求，笪良宽先生拟自本公告发布之日起15个交易日之后的3个月时间内通过大宗交易或集 中竞价方式减持其持有的公司无限售流通股份不超过20万股（占本人所持股份的比例为21.82%，占公 司股份总数的比例为0.15%），减持价格依据市场价格确定。 公司于2025年5月16日收到股东高晓丽女士的告知函，根据个人资金需求，高晓丽女士拟自本公告发布 之日起15个交易日之后的3个月时间内通过大宗交易或集中竞价方式减持其持有的公司无限售流通股份 不超过20万股（占本人所持股份的比例为21.82%，占公司股份总数的比例为0.15%），减持价格依据市 场价格确定。 公司于2025年5月16日收到股东陈望全 ...

Group 1 - Southbound funds net bought Hong Kong stocks worth 1.095 billion HKD on May 16, with notable purchases in China Construction Bank (1.14 billion HKD), Geely Automobile (307 million HKD), and Meituan-W (249 million HKD) [1] - Tencent Holdings experienced a net sell-off of 774 million HKD, marking a continuous net sell for 9 days totaling 13.12696 billion HKD [3] - China Construction Bank has seen a net buy for 4 consecutive days, totaling 3.4578 billion HKD [3] Group 2 - China Construction Bank is expected to benefit from public fund reforms, which may drive valuation increases in the banking sector [4] - Geely Automobile reported a record sales volume of 703,800 units for the quarter ending March 31, 2025, representing a 48% year-on-year increase, with revenue of 72.495 billion RMB, up 25% [4] - BYD Company will be included in the Hang Seng Technology Index effective June 9, 2025 [5] Group 3 - Alibaba's revenue for the fourth quarter of fiscal year 2025 was 236.45 billion RMB, a 6.57% year-on-year increase, but below market expectations [6] - Tencent's first-quarter revenue reached 180.02 billion RMB, reflecting a 13% year-on-year growth, with an upward revision of revenue forecasts for the next two years [6] - Xiaomi Group faced challenges due to a traffic accident impacting public perception, but new orders are expected to increase from late May [6]