Bei Ke Cai Jing
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MiniMax港交所上市首日市值突破900亿港元
Bei Ke Cai Jing· 2026-01-09 08:07
【#中国AI最快IPO诞生#】#minimax市值突破800亿港元# 1月9日,MiniMax正式登陆港交所,此次IPO 发行价为165港元/股,开盘后大涨超70%,市值一度突破900亿港元。值得一提的是,MiniMax公开发售 部分超额认购倍数高达1837倍,欧洲、美国、加拿大、南非、中东、东南亚的最顶级的长线机构、主权 基金悉数投资,火爆程度不言而喻。始于上海,MiniMax由前商汤高管闫俊杰在2022年一手创立,至此 成为全球从成立到IPO用时最短的 AI 独角兽之一。这位出生于1989年的博士,成为中国AI新浪潮的标 志性面孔。(投资界) ...
主业滑坡、跨界收购:京基智农的“资金腾挪”与“科技豪赌”
Bei Ke Cai Jing· 2026-01-09 06:49
Core Viewpoint - Jingji Zhino's recent capital actions indicate a strategic transformation, focusing on divesting loss-making assets while entering the robotics sector through acquiring control of Huibo Robotics [1][2][3] Group 1: Strategic Actions - The company plans to sell its 100% stake in Shenzhen Jingji Zhino Hotel Management Co., Ltd. for approximately 650 million yuan due to ongoing losses [1][6] - Simultaneously, Jingji Zhino aims to gain control of Jiangsu Huibo Robotics by investing 30 million yuan as a cooperation intention fee, with the potential for this fee to convert into part of the investment price if a formal agreement is reached [2][3] - The company has initiated a share repurchase plan with a total fund of no less than 100 million yuan and no more than 200 million yuan, having already repurchased 654,800 shares, accounting for 0.12% of its total share capital [1][5] Group 2: Financial Performance - In the first three quarters of 2025, Jingji Zhino reported revenues of approximately 3.67 billion yuan, a year-on-year decline of 20.12%, and a net profit of about 298 million yuan, down 50.50% [7] - The decline in revenue and profit is attributed to falling pig sales prices and challenges in real estate sales [7] - The company's core business in the breeding sector saw a revenue drop of 1.86% year-on-year, with net profit decreasing by 26.29% [7] Group 3: Market Outlook and Challenges - The acquisition of Huibo Robotics is seen as a way to mitigate the cyclical nature of the pig farming industry and to develop a second growth curve through technology integration [3][4] - However, the transaction faces challenges, including Huibo Robotics' recent financial losses and the complexities of integrating operations across different industries [3][4] - The success of this cross-industry strategy hinges on the ability to adapt technology for agricultural applications and the long-term financial support required for implementation [4]
从千亿舵手到“活下去” 预警者:郁亮时代落幕
Bei Ke Cai Jing· 2026-01-09 05:29
Core Viewpoint - Yu Liang's retirement marks the end of a 35-year career at Vanke, during which he played a crucial role in transforming the company from a billion-yuan enterprise to a leading player in the real estate industry, but the company now faces significant challenges and uncertainties ahead [1][8]. Group 1: Career and Contributions - Yu Liang joined Vanke in 1990 and quickly rose through the ranks, becoming the general manager in 2001, just seven years after joining [2]. - He was instrumental in Vanke's "Thousand Billion Plan," achieving a sales milestone of over 100 billion yuan within six years, making Vanke the first company in China's real estate history to surpass 100 billion yuan in sales by 2010 [2][3]. - Under his leadership, Vanke's sales surged, reaching 3,647.7 billion yuan in 2016 and 5,299 billion yuan in 2017, with a peak of 7,041.5 billion yuan in 2020 [3]. Group 2: Strategic Decisions and Challenges - Despite the rapid growth, Vanke faced issues related to organizational structure and management, leading to the implementation of the "180 Plan" to streamline operations [3]. - Yu Liang introduced the "Partner System" in 2014 to align employee and shareholder interests, which contributed to Vanke's strong performance during a high-demand period in the real estate market [3]. - However, strategic missteps, such as focusing on first- and second-tier cities and missing opportunities in third- and fourth-tier markets, allowed competitors like Country Garden and Evergrande to gain market share [6]. Group 3: Recent Developments and Future Outlook - Vanke's performance began to decline in 2021, with a reported revenue of 452.8 billion yuan, a mere 8% increase, while net profit dropped by 45.7% to 22.52 billion yuan [6]. - The company is currently facing a severe financial crisis, with a projected loss of 49.48 billion yuan in 2024, prompting support from major shareholder Shenzhen Metro Group [7][8]. - As Yu Liang retires, Vanke must navigate its ongoing challenges and strategize for a new chapter in its corporate history [9].
A股早盘一度破4100点,互联网、文化传媒等板块领跑
Bei Ke Cai Jing· 2026-01-09 03:49
Group 1 - The Shanghai Composite Index reached a high of 4100 points in early trading but narrowed its gains to close at 4095.33 points [1] - A-shares showed mixed performance in early trading, with over 60 stocks hitting the daily limit up [2] - The internet and cultural media sectors led the gains, while banking, insurance, oil and chemical, and household goods sectors experienced the largest declines [2] Group 2 - Rare metals surged over 5%, leading the popular concepts, while platforms like Xiaohongshu, Kimi, AIGC, and influencer economy also saw increases [3] - Industrial gases, silicon energy, photovoltaic, and semiconductor equipment concepts fell by more than 1% [3]
惠博普:控股股东筹划公司控制权变更,股票停牌
Bei Ke Cai Jing· 2026-01-09 03:09
新京报贝壳财经讯 1月8日,惠博普发布公告称,公司控股股东水业集团正在筹划股权转让事项,该事 项可能导致公司控股股东及实际控制人发生变更。本次股权转让的交易对手方属于机械装备行业,为国 有控股企业,本次转让的股权比例为总股本的25%—30%,该事项涉及有权部门的事前审批。目前,各 方尚未签署相关协议,正在就具体交易方案、协议等相关事项进行论证和磋商,具体情况以各方签订的 相关协议为准。公司股票自1月9日开市起停牌,预计停牌时间不超过2个交易日。 ...
岩山科技:股票交易异常波动,无应披未披重大事项
Bei Ke Cai Jing· 2026-01-09 03:09
新京报贝壳财经讯 1月8日,岩山科技发布公告称,公司股票于2026年1月7日、1月8日连续两个交易日 内日收盘价格涨幅偏离值累计超过20%,属于股票交易异常波动情况。经核实,公司前期披露的信息不 存在需要更正、补充之处;公司已披露的经营情况及内外部经营环境未发生重大变化。公司、控股股东 及实际控制人不存在关于公司的应披露而未披露的重大事项,或处于筹划阶段的重大事项。 ...
北方长龙:拟购买顺义科技51%股份
Bei Ke Cai Jing· 2026-01-09 03:09
Core Viewpoint - Northern Long Dragon announced plans to acquire 51% of Shenyang Shunyi Technology Co., Ltd. through cash payment, which will make Shunyi Technology a subsidiary if the transaction is completed successfully [1] Group 1: Transaction Details - The transaction is expected to constitute a major asset restructuring according to relevant regulations [1] - The acquisition will not involve the issuance of shares, nor will it constitute a related party transaction [1] - The transaction will not lead to changes in the company's controlling shareholder or actual controller [1]
杰创智能:拟不超40亿元采购IT设备及零配件
Bei Ke Cai Jing· 2026-01-09 03:02
Core Viewpoint - The company, Jiechuang Intelligent, announced plans to purchase IT equipment and components totaling no more than 4 billion yuan to advance its artificial intelligence strategy and business transformation [1] Group 1: Investment Details - The procurement of IT equipment and components is primarily aimed at supporting the company's cloud computing business and related technology product development [1] - The transaction will not involve personnel placement, land leasing, or debt restructuring, ensuring that it does not lead to related party transactions upon completion [1]
采用“高质低价”策略,东风本田新版HR-V正式上市
Bei Ke Cai Jing· 2026-01-08 13:41
Group 1 - The new version of the Honda HR-V maintains the same exterior design as the previous model and is equipped with a 1.5T turbocharged engine. It features a 10.1-inch floating central control screen and is compatible with Honda CONNECT 3.0 infotainment system. The company adopts a "high quality, low price" strategy to bring core Honda technology into the budget range of mainstream family car purchases [2] - Dongfeng Honda acknowledges the rapid development of the domestic new energy vehicle market but emphasizes that there is still a significant demand for fuel vehicles that needs to be respected. Meeting the needs of these users for high-quality and reliable transportation is also an important part of expanding domestic demand and promoting consumption [3]
万科副董事长郁亮到龄退休辞任全部职务


Bei Ke Cai Jing· 2026-01-08 10:50
南方财经1月8日电,万科今日公告,因到龄退休,郁亮先生于2026年1月8日向万科企业股份有限公司董 事会提交了书面辞职报告,申请辞去公司董事、执行副总裁职务。辞去上述职务后,郁亮先生将不再担 任公司任何职务。(21世纪经济报道) 【#万科副董事长郁亮到龄退休# 】 ...