Bei Ke Cai Jing
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*ST声迅:股东刘孟然刘建文拟分别减持2.04%和2.64%
Bei Ke Cai Jing· 2026-01-09 13:21
新京报贝壳财经讯1月9日,*ST声迅(003004)公告,股东刘孟然持股298.6万股,拟于本公告之日起15 个交易日后的3个月内,通过集中竞价或大宗交易方式减持不超165万股,占剔除公司回购专用账户后总 股本的2.04%;股东刘建文及其一致行动人合畅创业投资有限公司合计持股213.22万股,拟同期以同方 式合计减持不超213.22万股,占剔除公司回购专用账户后总股本的2.64%。减持期间为2026年2月2日至 2026年5月1日,减持价格将依据市场价格确定。 ...
海南海药:股东云南国际信托拟减持不超过1%
Bei Ke Cai Jing· 2026-01-09 12:33
新京报贝壳财经讯 1月9日,海南海药公告,持股5%以上股东云南国际信托有限公司-聚利36号单一资金 信托持有公司6829.55万股,占5.26%,因资金需求,拟于本公告披露之日起15个交易日后的连续90个自 然日内,以集中竞价方式减持不超过1297.37万股,占1%;股份来源为要约收购所得,减持价格将按届 时市场价确定。 ...
ST柯利达:实际控制人变更为曹亚联和刘纯坚
Bei Ke Cai Jing· 2026-01-09 12:33
新京报贝壳财经讯 1月9日,ST柯利达公告,公司控股股东柯利达集团的股东顾益明、顾龙棣、顾佳、 鲁崇明于2026年1月9日与英众智能、柯利达集团签署了《苏州柯利达集团有限公司股权转让协议》,拟 转让其持有的柯利达集团100%股权。本次权益变动完成后,公司直接控股股东未发生变更,仍为柯利 达集团,间接控股股东将变更为英众智能,实际控制人将变更为曹亚联和刘纯坚。经公司向上海证券交 易所申请,公司股票自2026年1月12日开市起复牌。 ...
ST尔雅:收到《行政处罚事先告知书》
Bei Ke Cai Jing· 2026-01-09 12:20
新京报贝壳财经讯 1月9日,ST尔雅公告,公司及实际控制人郑继平因涉嫌信息披露违法违规,已收到 中国证券监督管理委员会湖北监管局出具的《行政处罚事先告知书》。经调查,ST尔雅在2022年11月 至2023年3月期间,发生非经营性资金占用共计1.04亿元,未及时披露相关关联交易。湖北证监局拟对 公司责令改正,给予警告,并处以罚款300万元;对郑继平给予警告,并处以罚款450万元;对段雯彦和 赵娜分别处以罚款150万元和70万元。上述事项未触及重大违法类强制退市情形。 ...
电投产融:发行119.9亿股股份购买资产
Bei Ke Cai Jing· 2026-01-09 12:20
Core Viewpoint - The company is issuing 11.99 billion shares to acquire assets from State Nuclear Power and China Life at a price of RMB 3.36 per share [1] Group 1: Share Issuance Details - The share issuance involves 75.78 billion shares subscribed by State Nuclear Power and 44.12 billion shares subscribed by China Life [1] - The new shares will be officially registered in the company's shareholder list after the registration application is accepted by the Shenzhen branch of China Securities Depository and Clearing [1] - The listing date for the newly issued shares is set for January 13, 2026 [1] Group 2: Trading Restrictions - Shares subscribed by State Nuclear Power cannot be traded or transferred for 36 months from the listing date [1] - Shares subscribed by China Life cannot be traded or transferred for 12 months from the listing date [1]
国家将调查外卖行业“内卷式”竞争,美团:坚决拥护,全力配合
Bei Ke Cai Jing· 2026-01-09 11:22
Group 1 - The core viewpoint of the articles is that the National Market Supervision Administration is launching an investigation into the competitive conditions of the food delivery platform service industry due to issues like excessive subsidies, price wars, and traffic control, which are negatively impacting the real economy and intensifying "involution" competition [1] - Meituan has expressed its support for the investigation and stated its commitment to cooperate fully, aiming to use this opportunity to work with other platforms in the industry to fulfill market responsibilities and participate fairly in market competition [1] - The investigation will involve on-site verification, face-to-face interviews, and surveys to gather comprehensive insights from various stakeholders, including platform operators, new employment groups, and consumers, to analyze the competitive landscape and propose regulatory measures [1] Group 2 - In early 2025, the "food delivery subsidy" wars are expected to reignite, with the National Market Supervision Administration having conducted two discussions in May and July with three food delivery platforms, urging them to compete fairly and operate legally to foster a healthy market environment [2]
博锐生物闯关港交所,已有8款产品商业化
Bei Ke Cai Jing· 2026-01-09 11:12
Core Viewpoint - Zhejiang Haizheng Pharmaceutical Co., Ltd. (referred to as "Haizheng Pharmaceutical") announced that its subsidiary Zhejiang Borui Biopharmaceutical Co., Ltd. (referred to as "Borui Biopharma") has submitted an application for an H-share initial public offering (IPO) to the Hong Kong Stock Exchange, aiming for a listing on the main board [1]. Company Overview - Borui Biopharma focuses on immunotherapy and has integrated capabilities in research, production, and sales. Its history dates back to the biopharmaceutical division of Haizheng Pharmaceutical and was restructured into a limited liability company in January 2019 [2]. - Borui Biopharma has established a portfolio of immunotherapy products, including eight commercialized products such as the first and only approved CD20-targeting innovative drug in China, and several innovative ADC pipelines based on next-generation technology platforms [2]. Financial Performance - Borui Biopharma has shown stable revenue growth, with reported revenues of 1.257 billion yuan, 1.623 billion yuan, and 1.379 billion yuan for the years 2023, 2024, and the first nine months of 2025, respectively. The profit attributable to equity shareholders increased from 19.05 million yuan in 2023 to 122 million yuan in the first nine months of 2025 [3]. - However, the gross profit margin has been declining, with figures of 82.2%, 79.2%, and 74.4% for the years 2023, 2024, and the first nine months of 2025, respectively, reflecting a cumulative decrease of 7.8 percentage points [3]. Market Challenges - Borui Biopharma faces multiple challenges in the biopharmaceutical industry, including ongoing pressure from volume-based procurement policies and competition from other companies in the autoimmune and oncology sectors, which may lead to reduced profit margins [4]. - The company has a high customer concentration risk, with over 68% of its revenue coming from its top five clients, which amplifies operational uncertainties [4]. - The complexity of biopharmaceutical production processes poses quality control risks, and the long development cycles and high failure rates of innovative drugs present ongoing challenges to its sustainability [4]. IPO Process - Borui Biopharma's IPO process requires approvals from the China Securities Regulatory Commission, the Hong Kong Securities and Futures Commission, and the Stock Exchange, indicating that there are uncertainties in the timeline and outcome of the IPO [5].
熵基科技:公司收入确认等方面存违规行为 收到广东证监局警示函
Bei Ke Cai Jing· 2026-01-09 10:53
Core Viewpoint - The company, Entropy Technology, received a warning letter from the Guangdong Securities Regulatory Commission regarding violations in revenue recognition, bad debt provision, R&D expense accounting, inventory impairment provision, and related party transaction disclosures [1] Group 1 - The company has been identified for non-compliance in several financial reporting areas [1] - The company and responsible parties are required to rectify the issues and submit a written report [1]
CES观察|能跑跳、能干活、能签单,中国人形机器人站上C位
Bei Ke Cai Jing· 2026-01-09 09:35
Core Insights - The CES 2026 showcased a significant dominance of Chinese companies in the robotics sector, with 149 out of 598 exhibitors being Chinese, accounting for nearly one-quarter of the total [1] - In the humanoid robot segment, 21 out of 38 exhibitors were from China, representing over half of the participants [1] - The event highlighted advancements in various applications of humanoid robots, including industrial, commercial, and home companionship [2][8] Group 1: Company Highlights - Companies like Yushu Technology and Zhiyuan Robotics demonstrated their capabilities in motion control and application scenarios, showcasing robots capable of dance and combat [4] - The Beijing Humanoid Robot Innovation Center made its debut, emphasizing the importance of showcasing the practical capabilities of humanoid robots to enhance international influence [8] - The company Lingqiao Intelligent presented its high-performance dexterous hand, significantly reducing costs to make it more accessible for research institutions and startups [10] Group 2: Technological Advancements - The event featured robots that integrated advanced AI capabilities, such as language interaction and autonomous sorting, demonstrating their practical applications in real-world scenarios [6][7] - Breakthroughs in tactile technology were showcased, with companies like Pasini Sensory Technology presenting advanced multi-dimensional tactile sensors [11] - The development of world models as data engines in embodied intelligence was highlighted, indicating a shift towards more sophisticated evaluation and reinforcement learning environments [11] Group 3: Market Expansion and Sales - The CES 2026 served as a critical platform for Chinese robotics companies to expand their global market presence, with several companies reporting immediate sales during the event [8] - Companies like Songyan Power are shifting their focus from product display to commercial implementation, targeting key regions for market expansion [8] - The event underscored the importance of a well-defined and efficient industrial ecosystem, indicating a maturation of the robotics industry [9][12]
小米回应加强法务团队建设,称是无奈之举
Bei Ke Cai Jing· 2026-01-09 08:49
Group 1 - The core viewpoint of the article is that the company is strengthening its legal team as a necessary response to a complex environment, despite preferring to allocate resources to research and development [1] Group 2 - The company officially refuted rumors about having a "7000-person legal team" while acknowledging the need to enhance its legal team [1] - The company described the decision to strengthen the legal team as a "forced move" rather than a preferred strategy [1]