格隆汇8月29日丨海普瑞(002399.SZ)公布2025年半年度报告，上半年公司实现营业收入28.17亿元，同比 下降0.71%；归属于上市公司股东的净利润4.22亿元，同比下降36.44%；归属于上市公司股东的扣除非 经常性损益的净利润4.26亿元，同比增长29.34%；基本每股收益0.2875元。 ...

格隆汇8月29日丨中联重科(000157.SZ)公布2025年半年度报告，上半年公司实现营业收入248.55亿元， 同比增长1.30%；归属于上市公司股东的净利润27.65亿元，同比增长20.84%；归属于上市公司股东的扣 除非经常性损益的净利润19.25亿元，同比增长30.08%；基本每股收益0.32元；拟向全体股东每10股派 发现金红利2.00元(含税)。 ...

格隆汇8月29日｜戴尔科技(DELL.US)盘前跌超5%，集团第三季度利润预测未达预期。 ...

格隆汇8月29日丨海油工程(600583.SH)公布，公司收到招标人卡塔尔能源公司（QatarEnergy）发来的中 标通知书，确定公司为"BH"项目两个标段的中标人，项目名称：BH-EPIC1 和 BH-EPIC22，中标金额 约40亿美元。 ...

Core Viewpoint - The internationalization of traditional Chinese medicine (TCM) has become a national strategy, with policies supporting its global expansion, creating a golden opportunity for the industry [1] Group 1: Successful Entry into Singapore - The first overseas market for the company, Singapore, has shown exceptional commercial results, validating the feasibility of its internationalization model [2] - By July 2025, revenue from Singapore stores increased by 119% year-on-year, demonstrating rapid growth in overseas performance [2] - The high customer retention rate indicates that the company's operational system is well-received in the overseas market, providing a replicable model for future global expansion [2] Group 2: Strategic Expansion Plans - Following the successful validation in Singapore, the company has outlined a strategic path focusing on "technology + products + store expansion" for international growth [3] - The company plans to focus on the Hong Kong market in 2025 and aims to expand its Singapore clinics to over 20 by the end of 2026 [3] Group 3: Technological Innovations - The company is addressing the shortage of TCM practitioners overseas by launching AI technology that encapsulates the clinical experience of top TCM experts [4] - The AI system has achieved over 86% consistency with expert simulations, enhancing the diagnostic capabilities of overseas TCM practitioners [4] - The establishment of a TCM heritage studio in Singapore aims to train and send skilled practitioners abroad, further improving service quality [4] Group 4: Product Development and Market Penetration - The successful certification and launch of the hair care product in Singapore marks a significant milestone in the company's product internationalization efforts [5] - The company has accumulated over 22 million patient records and 18 million structured medical records, enhancing the precision and safety of its product development [5] - The certification of the hair care product provides a reusable template for future product launches overseas [6] Group 5: Store Expansion Strategies - The company plans to adopt a mixed strategy for store expansion, combining self-built flagship stores, strategic partnerships, and acquisitions to enhance market penetration [6] - Self-built flagship stores will establish brand recognition and serve as a model for regional expansion [6] - Collaborations with local medical institutions will leverage existing customer bases, while acquisitions of quality clinics will create a differentiated competitive advantage [6] Group 6: Future Outlook - The company is moving towards becoming a global brand in TCM, with a closed-loop strategy of service expansion, cost reduction through technology, and profitability through product offerings [6] - The ongoing expansion into the Hong Kong market and the establishment of 20 clinics in Singapore are expected to solidify the company's position in the global TCM sector [6]

近日，固生堂发布2025年度中期业绩报告。报告显示，固生堂已初步完成矩阵式流量生态平台的搭建， 有效驱动诊疗服务业务的强劲增长。 在渠道端，固生堂与挂号平台、属地卫健委挂号系统以及美团、小红书等社交流量平台合作，实现多元 化挂号入口布局，多维度展示专家资源，精准触达各平台用户。 在转化端，固生堂打通了平台间技术与数据链接，支持刚需用户一键转化，极大地简化了用户从了解到 就诊的流程。同时依托各平台特性差异化运营—— 美团聚焦本地生活服务转化，抖音侧重短视频科 普，高德地图强化线下门店触达，形成"需求-入口-服务"无缝衔接体验，极大地提高了流量转化效率。 凭借医生专业的诊疗和优质的服务，固生堂不断提升患者的复诊率与品牌信任度，进一步巩固自身在市 场中的地位。 三、专业运营团队+医生IP孵化，闭环运营强化增长确定性 目前，固生堂已在广州、深圳等地组建了一支超 200 人的专业运营团队，专门负责美团、抖音等平台的 精细化运营。这支团队拥有丰富的医生IP运营经验，通过新媒体手段成功打造了数十名专家 IP。这些 专家在各自领域积累了大量粉丝，不仅有利于进一步提升专家个人的知名度，也为固生堂带来了更多的 流量与用户资源。? ...

华福证券研报指出，受市场化电价冲击、燃料组件款增加影响等，中国广核上半年归母净利润下降 16%。1H2024，按计划完成了10个换料大修，换料大修日历天总数约523天。其中，大亚湾核电（大修 天数少）、岭东核电（大修天数少）、防城港核电（4号机投产）上网电量分别同比 +39.78%/+11.80%/+33.85%，出力表现较为亮眼。1H2025，子公司上网电量较去年同期增长8.84%。 2Q2025，子公司上网电量较去年同期增长4.0%，其中大亚湾和防城港分别同比增长51.5%和12.6%。核 电储备项目丰富，惠州1号机预计下半年投产。截至1H2025，公司共管理28台在运核电机组和20台在建 核电机组（包括委托管理的8台核电机组），储备项目丰富。维持"持有"评级。 ...

格隆汇8月29日丨豪悦护理(605009.SH)公布，公司拟通过子公司南通佰俪安护理用品有限公司(简称南 通佰俪安)联合江苏豪悦实业有限公司(简称江苏豪悦)分别出资99%和1%在秘鲁设立佰俪安(秘鲁)并建设 生产基地。预计本次投资款总额不超过3,500万美元(实际投资金额以中国及当地主管部门批准金额为 准)，投资款项主要用于设立及运营境外公司、购买土地、厂房建设、设备采购、铺底流动资金等相关 事项。 ...

格隆汇8月29日丨豪悦护理(605009.SH)公布，鉴于美国对墨西哥实施的反复关税措施严重影响墨西哥经 济，美墨关系的不确定性，诸多潜在变动使得继续投资存在较大的不确定性和风险，经公司审慎研究， 公司认为现阶段原投资项目的可行性和必要性已发生实质性变化，为优化资源配置，确保战略目标顺利 实现，公司拟中止投资墨西哥生产基地项目，等美墨局势稳定后再行决策。 ...

格隆汇8月29日丨珠江钢琴(002678.SZ)公布2025年半年度报告，上半年公司实现营业收入2.41亿元，同 比下降33.89%；归属于上市公司股东的净利润-1.38亿元；归属于上市公司股东的扣除非经常性损益的 净利润-1.39亿元；基本每股收益-0.1000元。 ...