2、2024年度中审众环会计师事务所（特殊普通合伙）出具了《关于上海宽频科技股份有限公司非经营 性资金占用及清偿情况、违规担保及解除情况的专项审核报告》[众环专字(2025)1600052号]。截至2024 年12月31日，公司历史遗留的原控股股东南京斯威特集团及其关联方资金占用余额为34,861.22万元，占 2024年度经审计净资产的921.63%，金额超过1,000万元，未能在1个月内完成清偿或整改，触及《上海 证券交易所股票上市规则》（2024年4月修订）9.8.1（一）条规定的股票实施其他风险警示（ST）的情 形。 公司股票将于2025年4月29日（星期二）停牌一天，于2025年4月30日（星期三）起实施退市风险警示。 实施退市风险警示后公司股票价格的日涨跌幅限制为5%，实施退市风险警示后公司股票仍在风险警示 板交易。 格隆汇4月28日丨ST沪科(600608.SH)公布，1、公司2024年度经会计师事务所审计，实现利润总 额-723.53万元，实现归属于母公司所有者的净利润-568.28万元，归属于母公司所有者的扣除非经常性 损益后的净利润-568.88万元；2024年实现营业收入1,722.67 ...

"非洲手机之王"传音控股一季报爆雷了。 净利下滑近7成 今年一季度，传音控股实现营收为130.04亿元，同比下降25.45%；净利润为4.9亿元，同比下降69.87%；扣非净利润为3.43亿元，同比下滑74.64%。 同时，传音控股经营活动产生的现金流连续恶化，今年一季度的净额亏损高达7.41亿元。 | | | | 甲V: 刀元 甲性:人民日 | | | --- | --- | --- | --- | --- | | 项目 | 本报告期 | 上年同期 | | 本报告期比上年同期 增减变动幅度(%) | | | | 调整前 | 调整后 | 调整后 | | 营业收入 | 1,300,382.88 | 1.744.328.19 | 1.744.328.19 | -25.45 | | 归属于上市公司股东的净 利润 | 49.008.65 | 162.646.95 | 162.646.95 | -69.87 | | 归属于上市公司股东的扣 除非经常性损益的净利润 | 34.321.35 | 135 356.72 | 135,356.72 | -74.64 | | 经营活动产生的现金流量 | -74.052.42 | - ...

2000亿政策红利超强驱动，核电迎来史诗级扩容。 此次国常会上获批的新项目共计5个工程、10台新机组，新核准机组的投资总额或将超过2000亿元。 分别为广西防城港核电三期（5、6号机组），广东台山核电二期（3、4号机组），浙江三门核电三期（5、6号机组），山东海阳核电三期（5、6号机组）， 福建霞浦核电一期（1、2号机组）。 周一，港A核电股高开。截至发稿，A股天沃科技（维权）涨停，华银电力涨超9%，宝钢股份涨超5%，中国核电涨超1.5%。 在新核准的10台机组中，共有8台机组采用"华龙一号"技术，主要由中广核、中国核电、中国华能和国家电投集团等企业负责建设和运营。 今日早间，两大核电巨头——中国核电与中广核电力相继披露旗下核电项目获核准。其中，中广核一举拿下两个项目。 截至目前，两家上市公司公告的核电机组数合计为6部。 其中，天沃科技已录得10天6板，累计涨幅为46.12%，累计换手率为143.82%，最新A股总市值达50.07亿元。 港股中广核电力盘中一度涨逾6%，现涨超3%，总市值为1277.61亿港元。 | 代码 | 名称 | | 最新价 | 涨跌额 | 涨跌幅 √ | 总市值 | | --- | - ...

格隆汇4月28日丨沪上阿姨(02589.HK)发布公告，公司拟全球发售241.134万股H股，中国香港发售股份 24.114万股，国际发售股份217.02万股，另有15%的超额配股权；2025年4月28日至5月2日招股，预期定 价日为5月6日；发售价将为每股发售股份95.57-113.12港元，每手买卖单位为30股，中信证券、海通国 际及东方证券国际为联席保荐人；预期股份将于2025年5月8日开始在联交所买卖。 公司估计，假设发售价为每股股份103.37港元(即本招股章程所述指示性发售价范围的中位数)，并假设 超额配股权不获行使，将自全球发售收取所得款项净额约1.727亿港元。公司目前拟将该等所得款项净 额约25.0%用于提升公司的数字化能力；约20.0%将用于研发以提高原材料及食材的品质，打造热销产 品，丰富公司的产品种类，以及升级公司的设备及机器；约20.0%将用于提升公司的生产、加工、仓 储、物流及分销能力，藉此加强公司的供应链能力；约15.0%将用于提升公司的品牌势能并进一步扩张 及壮大公司的门店网络；约10.0%将用于投资各种营销活动；以及约10.0%将用作营运资金及其他一般 企业用途。 于2013 ...

Core Viewpoint - Hengxin Life (301501.SZ) is positioned uniquely in the food packaging sector, leveraging its biodegradable plastic production capabilities, which has led to a notable increase in its investment value following the release of its first annual and quarterly financial reports post-IPO [1][2]. Group 1: Strategic Positioning and Market Trends - The global environmental movement, particularly China's "dual carbon" goals, is reshaping the food packaging industry, with traditional plastic facing significant challenges due to degradation issues [1][2]. - The United Nations Environment Programme reports that the food service industry contributes approximately 30% of the hundreds of millions of tons of plastic waste generated globally each year [1]. - Hengxin Life has identified the trend towards biodegradable materials, particularly PLA (polylactic acid), which is derived from renewable resources and can decompose within months under composting conditions, making it environmentally friendly [2][3]. Group 2: Business Expansion and Market Demand - The global food delivery market is projected to reach $2.3 trillion in 2024, with a growth rate of 18%, significantly increasing the demand for disposable food packaging [8]. - Hengxin Life's product range includes PLA-coated paper cups and containers, which are gaining traction among major clients like Luckin Coffee and Heytea, aligning with their sustainability goals [3][9]. - The company’s domestic sales accounted for over 60% of total revenue in 2024, indicating a strong market presence and brand recognition in China [6]. Group 3: Financial Performance and Valuation - In 2024, Hengxin Life reported revenues of approximately 1.594 billion yuan, a year-on-year increase of 11.86%, and a net profit of about 220 million yuan, up 2.82% [1]. - The first quarter of 2025 saw a revenue of 419 million yuan, reflecting a 24.18% year-on-year growth, with net profit soaring by 79.79% to approximately 81.86 million yuan [1][10]. - The company's price-to-earnings ratio (TTM) is around 20, which aligns with the global biodegradable plastic production capacity growth rate of 22% from 2024 to 2029 [4][6]. Group 4: Technological and Competitive Advantages - Hengxin Life has established a strong R&D team and invests over 5% of its revenue annually in innovation, allowing it to master core PLA production technologies and reduce costs while enhancing product quality [12][14]. - The company has multiple production bases across China, with an annual capacity of several hundred thousand tons, enabling it to meet large-scale orders efficiently [13][14]. - Hengxin Life's partnerships with renowned brands like Starbucks and McDonald's enhance its market influence and provide stable revenue streams [13][14]. Group 5: Regulatory Environment and Future Outlook - The new "Interim Regulations on Express Delivery" effective June 1 is expected to create significant opportunities for companies like Hengxin Life that specialize in biodegradable materials [5][6]. - The increasing demand for biodegradable packaging in the express delivery sector is anticipated to boost Hengxin Life's order volume and improve its profit margins [6][11]. - The company's robust cash position, with a 284.28% year-on-year increase in cash reserves in Q1 2025, supports its growth initiatives and enhances its resilience against market fluctuations [10][11].

过去几年，华银电力的净利润持续出现大额亏损。 近期，电力股持续活跃。 今日，西昌电力5天3板，华银电力2连板，长源电力、华电辽能涨停，韶能股份涨超8%，乐山电力涨近7%。 年初以来，乐山电力累计涨超124%，韶能电力累计涨超76%，西昌电力累计涨超57%，明星电力累计涨超42%。 | 名称 | 现价 | 张唱歌 | 年初至今 | | --- | --- | --- | --- | | 九洲集团 | 7.81 | +19.97 | +7.72% | | 华银电力 | 4.24 | +10.13 | +36.33% | | 长源电力 | 5.61 | +10.00 | +18.11% | | 西昌电力 | 19.04 | +9.99 | +57.36% | | 华申订能 | 3.01 | +9.85 | +9.06% | | 韶能股份 | 6.81 | +7.92 | +76.42% | | 椰电国际 | 8.63 | +6.94 | +34.37% | | 乐山电力 | 13.75 | +6.92 | +124.67% | | 明星申力 | 12.52 | +5.93 | +42.27% | | 杭州热电 | ...

Core Viewpoint - The implementation of the "Pharmaceutical Industry Digital Transformation Implementation Plan (2025-2030)" by seven government departments aims to enhance the digital transformation across the entire pharmaceutical industry chain, focusing on the deep application of artificial intelligence technology and the cultivation of excellent enterprises [1][3]. Group 1: Market Impact - Following the announcement, the pharmaceutical digitalization sector in the A-share market saw a collective rise, with notable increases such as 13.16% for Sichuang Medical [2][1]. - The digital transformation plan is expected to create significant opportunities for the pharmaceutical industry, effectively equipping it with a "digital brain" to enhance efficiency and reduce costs [6][7]. Group 2: Development Goals - The plan outlines two key stages: by 2027, significant progress in digital transformation should be achieved, and by 2030, large-scale pharmaceutical enterprises should have fully realized digital transformation [3][4]. - Specific targets include the development of over 30 digital technology standards and the establishment of more than 100 exemplary application scenarios in the pharmaceutical industry [4][5]. Group 3: Key Tasks - The plan identifies four major tasks: empowering with digital technology, promoting digital transformation, building a digital service system, and enhancing digital regulation [5][6]. Group 4: Market Growth Potential - The digital healthcare market in China is projected to exceed 1.2 trillion yuan by the end of 2024, with a compound annual growth rate of 24.5% [8]. - By 2025, the digital healthcare market is expected to surpass 1.8 trillion yuan, and by 2030, it could reach 2.5 trillion yuan, indicating a significant market opportunity driven by policy, technology, and demand [9]. Group 5: Company Innovations - Companies like Hengrui Medicine and Fosun Pharma are collaborating with AI platforms to enhance the efficiency of innovative drug development [11]. - Other firms, such as WuXi AppTec and Chengdu XianDao, are integrating AI into their research processes to improve precision and efficiency in drug development [10][11].

假设发售价为每股发售股份18.0港元并假设超额配股权未获行使，估计公司自全球发售将收取的所得款 项净额约为1.478亿港元。其中，所得款项净额的约40%预期用于投资技术进步以及开发新产品及服 务；约40%将用于建立制造工厂及采购必要机器，以提升公司的制造能力。与外包或改装现有设施相 比，公司预期将实现更高运营效率，并确保更稳定的生产质量标准；约10%预期将用于扩大公司的销售 及服务网络，以及提升公司的品牌知名度；以及所得款项净额的约10%预期将用于营运资金及一般公司 用途。 格隆汇4月25日丨博雷顿(01333.HK)发布公告，公司拟全球发售1300万股H股，中国香港发售股份130万 股，国际发售股份1170万股，另有15%的超额配股权；2025年4月25日至4月30日招股；发售价将为每股 发售股份18.0港元，每手买卖单位为200股，中金公司及招银国际为联席保荐人；预期股份将于2025年5 月7日开始在联交所买卖。 公司是一家总部位于中国的电动工程机械提供商。公司设计、开发具有自动作业能力的电动工程机械并 使其商业化，以及提供智能运营服务。根据灼识咨询的资料，于2024年，公司于中国所有新能源宽体自 卸车及 ...

行业一季度复苏明显，CRO概念股今日表现活跃。 截至午间收盘，金凯生科20CM涨停，河化股份、凯莱英、灵康药业（维权）涨停，双成药业涨超7%，昊帆生物涨超3%，翰宇药业涨超2%。 | 名称 | 现价 | 强调 | 年初至今 | | --- | --- | --- | --- | | 金凯生科 | 31.48 | +20.02 | +21.64% | | 河化股份 | 6.26 | +10.02 | +11.99% | | 凯莱英 | 73.77 | +10.01 | -3.05% | | 灵康药业 | 4.62 | +10.00 | -12.00% | | 双成药业 | 10.27 | +7.31 | -43.97% | | 新大地 | 13.35 | +4.38 | +39.16% | | 吴帆生物 | 47.30 | +3.84 | +18.52% | | 博腾股份 | 14.56 | +3.78 | -7.67% | | 哈一药业 | 29.10 | +3.30 | +73.52% | | 翰宇药业 | 14.64 | +2.23 | +13.58% | | 诺泰生物 | 54.20 | +1.98 | ...

Core Viewpoint - Shoucheng Holdings has launched the Beijing Pingzhun Infrastructure Real Estate Equity Investment Fund, marking a significant step in its REITs strategy and reinforcing its leading position in the market [1][8]. Group 1: Fund Establishment and Strategic Positioning - The Pingzhun Fund aims for a target size of 10 billion yuan, with an initial closing size exceeding 5 billion yuan, making it the largest public REITs investment fund in the market [1]. - This initiative reflects Shoucheng Holdings' long-term strategy as a smart infrastructure asset service provider, promoting a "full industry chain" model to reshape the REITs market ecosystem [1][4]. - The fund is expected to attract long-term capital from insurance and fund of funds (FOF), optimizing the investor structure and facilitating a shift from "scale expansion" to "value discovery" in the market [3][6]. Group 2: Comprehensive Industry Chain Layout - Shoucheng Holdings has developed a comprehensive capability covering "Pre-REITs fund cultivation, asset operation management, public REITs issuance exit, and REITs investment" [2]. - The company has established over 30 public REITs projects, with an expected issuance scale surpassing 100 billion yuan [2]. - The focus on "asset circulation" allows the company to identify and cultivate quality infrastructure assets with REITs issuance potential [2][4]. Group 3: Financial Performance and Growth - The asset financing business of Shoucheng Holdings achieved a revenue of 284 million HKD in 2024, reflecting a significant year-on-year growth of 31% [3]. - The Pingzhun Fund is seen as a "high-level version" of the company's REITs strategy, leveraging its experience and the advantages of insurance capital to invest in public REITs for long-term value growth [3][9]. Group 4: Technological Integration and Operational Efficiency - The company employs smart inspection robots and IoT platforms to enhance operational efficiency, reducing labor costs and optimizing asset management strategies [5]. - This technological empowerment shifts the asset appreciation path from traditional scale expansion to efficiency-driven growth, solidifying the revenue foundation for future REITs issuance [5]. Group 5: Market Opportunities and Future Outlook - The establishment of the Pingzhun Fund aligns with the transition of China's REITs market from "pilot" to "normalization," with significant growth potential in the sector [6][9]. - The current REITs market size is estimated to have over ten times the expansion potential, given the substantial infrastructure investment completed in the past decade [6]. - Shoucheng Holdings is positioned to become a key hub connecting the real economy and capital markets, continuously supplying quality assets for public infrastructure REITs [9].