粗略计算，上述两次增持已耗资10亿元。若叠加本次计划增持最高金额，海盈康对上海莱士累计增持金 额将达15亿元。 截至2025年5月19日，海盈康直接持有上海莱士14.75亿股股份，占公司总股本的22.21%，并通过接受基 立福所持上海莱士股份表决权委托的方式支配上海莱士6.58%的表决权，海盈康合计控制上海莱士19.12 亿股股份所对应的表决权，是上海莱士的控股股东，实际控制人为海尔集团。 实际上，海尔集团一直看好上海莱士的发展。去年年底，海尔集团曾计划通过旗下海尔生物以发行A股 换股方式吸收合并市值远超自身的上海莱士，试图实现强强联合。不过，两周后双方就宣布交易终止， 原因是 "未能形成各方认可的具体方案"。 5月21日晚，上海莱士发布公告称，公司控股股东海盈康（青岛）医疗科技有限公司（简称"海盈康"） 计划自公告披露日起6个月内，以集中竞价交易方式增持公司股份，增持金额不低于2.5亿元且不超过5 亿元。 根据公告，本次增持资金主要来源于海盈康自有资金及股份增持专项贷款，其中，专项贷款资金占比不 超过90%，中国银行青岛市分行已向海盈康提供不超过4.5亿元、期限3年的股票增持专项贷款支持。 或受消息提振影响 ...

Group 1 - The core point of the news is that Guizhou Moutai has announced a significant cash dividend distribution plan for 2024, with a total cash dividend of approximately 647 billion yuan, representing a dividend payout ratio of 75% [1][2] - At the 2024 annual shareholder meeting, Guizhou Moutai approved a cash dividend of 276.24 yuan per 10 shares, totaling 346.71 billion yuan, which ranks at the top of the A-share dividend distribution list for 2024 [1] - Guizhou Moutai also introduced a cash dividend return plan for 2024-2026, committing to distribute no less than 75% of the annual net profit attributable to shareholders as cash dividends each year, with plans for two distributions annually [1] Group 2 - Guizhou Moutai has consistently increased its dividend payout over the years, with cash dividends exceeding 100 billion yuan annually since 2017, reaching 565.50 billion yuan in 2023 [2] - The company has also engaged in significant share buybacks, having repurchased 201.75 million shares, accounting for 0.16% of the total share capital, with a total expenditure exceeding 3 billion yuan [2] - In 2024, Guizhou Moutai reported revenue of 1,741.44 billion yuan, a year-on-year increase of 15.66%, and a net profit attributable to shareholders of 862.28 billion yuan, up 15.38% [2] Group 3 - In the first quarter of 2025, Guizhou Moutai achieved revenue of 514.43 billion yuan, reflecting a year-on-year growth of 10.67%, and a net profit of 268.47 billion yuan, up 11.56% [3] - The company has made notable progress in expanding its overseas market, with overseas revenue reaching 11.19 billion yuan, a year-on-year increase of 37.53% [3]

Group 1 - The core point of the news is the leadership change at China Merchants Fund, with Xu Yong resigning as General Manager and being succeeded by Zhong Wenyue, effective May 20 [1] - China Merchants Fund was established in 2002 and is the first Sino-foreign joint venture fund management company in China, with shareholders including China Merchants Bank (55% stake) and China Merchants Securities (45% stake) [1] - Xu Yong's tenure lasted three years, during which he implemented a "heavy on fixed income, light on equity" strategy, resulting in a total public fund management scale of 915.1 billion yuan by the end of Q1 2025, an increase of 132.7 billion yuan from 782.4 billion yuan in June 2022 [1] Group 2 - The new General Manager, Zhong Wenyue, has over 30 years of experience in the financial industry and has held various positions within China Merchants Fund since joining in June 2015 [1] - Recent years have seen frequent changes in the investment research personnel at China Merchants Fund, with notable departures including star fund manager Jia Chengdong and fixed income manager Ma Long [2] - In 2024, China Merchants Fund reported revenue of 5.308 billion yuan, a year-on-year increase of 0.26%, while net profit was 1.650 billion yuan, a decline of 5.90%, marking two consecutive years of profit decline [2]

Group 1 - The controlling shareholder of Light Media, Guangxi Holdings, and its associates plan to reduce their holdings by up to 29.24 million shares, accounting for no more than 1% of the total share capital [1] - The reduction is primarily aimed at lowering the debt ratio and improving the financial structure, while individual family members are driven by personal funding needs [1] - As of the end of Q1 2025, Guangxi Holdings and its associates hold 1.1 billion shares, with ownership percentages of 37.40%, 1.01%, and 0.83% respectively [1] Group 2 - Recently, Alibaba's investment arm reduced its stake in Light Media from 5.39% to below the disclosure threshold, exiting the top ten shareholders list [2] - The stock price of Light Media experienced significant volatility, peaking at 41.68 yuan per share on February 17, before dropping to 17.89 yuan per share, resulting in a total market capitalization of 52.45 billion yuan [2] - The film "Nezha 2" has significantly boosted Light Media's performance, with Q1 2025 revenue reaching 2.975 billion yuan, a year-on-year increase of 177.87%, and net profit of 2.016 billion yuan, up 374.79% [2] Group 3 - Light Media's subsidiary, Light Animation, provided 8 million yuan in financial support to Magic Animation, which is now unable to repay due to losses from the film "A Chinese Ghost Story," potentially impacting Light Media's current earnings [3]

Group 1 - The core point of the news is that Zhaoyi Innovation plans to issue H-shares for overseas listing on the Hong Kong Stock Exchange to enhance its global strategy and brand image, with a maximum issuance of 10% of the total share capital post-issuance [1] - The funds raised from the listing will be used to strengthen R&D capabilities, continue product and technology innovation, strategic investments and acquisitions, and global marketing and business network development [1] - Following the announcement, Zhaoyi Innovation's A-shares experienced a decline of over 6%, resulting in a total market capitalization of 78.6 billion yuan [1] Group 2 - In Q1 2024, Zhaoyi Innovation reported revenue of 1.909 billion yuan, a year-on-year increase of 17.32%, and a net profit attributable to shareholders of 235 million yuan, up 14.57% [2] - As of March 31, 2025, Zhaoyi Innovation had a strong cash reserve of 9.409 billion yuan in monetary funds and 100 million yuan in trading financial assets, with short-term borrowings of 970 million yuan and no long-term borrowings or payable bonds [2] Group 3 - Other semiconductor companies such as Jiangbolong, Naxinwei, and Jiehuate have also announced plans for listing in Hong Kong, indicating a trend of semiconductor firms seeking international expansion amid technological and geopolitical challenges [3] - The "A+H" listing model provides an efficient platform for international capital operations, allowing companies to access a more diversified international capital base [3] - According to CITIC Securities, a wave of A-share companies is expected to seek Hong Kong listings starting in the second half of 2025, with a significant increase in the number of companies disclosing plans for Hong Kong listings in April 2025 alone [3]

扩股完成后，鼎和财险制定了一个名为"10020"的发展目标，即在2025年实现保费规模百亿、净利润20 亿的业绩目标。 资料显示，鼎和财险成立于2008年，公司控股股东为中国南方电网，"南方电网系"合计持有鼎和财险 65%的股权，是一家"电力系"财险公司。公司业务范围涵盖非寿险的各个领域， 5月14日，中国保险行业协会发布的公告显示，鼎和财产保险股份有限公司（以下简称"鼎和财险"）计 划以资本公积金向全体股东按持股比例同比例转增注册资本，公司注册资本将增加至60亿元，合计增资 13.57亿元，各股东持股比例保持不变。 据悉，资本公积转增主要源于股本溢价、接受捐赠资产等非经营活动所产生的收益，属公司内部权益结 构的调整。与传统股权融资差别较大，不需要引入新资金，股东也无需额外出资。 此次通过资本公积转增来增加公司注册资本一事，还需从2021年鼎和财险的扩股增资说起。彼时，鼎和 财险通过引进中国长江电力、中国华电集团、广州开发区投资集团三家战略投资者，募集资金64.51亿 元。在2022年4月获批后，有16.25亿元计入注册资本，其注册资本变为46.43亿元，而剩余48.26亿元溢 价部分则全部转入鼎和财险的资本 ...

其中，虽标普500ETF-SPDR仍是桥水基金的头号重仓股，但其在一季度中被减持近6成，占整体仓位的 比例也从去年四季度的22%降至8.7%。 同时，桥水基金还在继续减持美股科技巨头，在一季度中分别减持了谷歌58万股、英伟达66万股，减持 幅度均在15%以上。安森美半导体、莫德纳、Lyft、Chewy、露露乐蒙、GAP及Unity等公司也遭到了不 同程度减持。 值得注意的是，该季度，中概股成为桥水基金新的重点布局方向。其在一季度中增持了百度、拼多多、 阿里巴巴，并建仓了278.68万股京东。其中，桥水基金对阿里巴巴的增持最大，买进540万股，持股数 从25.5万飙增至566万股，增幅高达2119.51%，跃升为桥水基金第四大重仓股。 当地时间5月14日，据美国证券交易委员会披露，桥水基金递交了截至2025年3月31日的第一季度持仓报 告。 报告显示，截至3月31日，桥水基金的总规模为215.5亿美元，较上一季度的218亿美元环比下降1.2%。 一季度总共加仓283个标的、新进123个标的，同时减仓252个标的，清仓150个标的。前十大重仓股分别 为标普500ETF-SPDR、标普500ETF-iShares、 ...

营销服务业务的营收为319亿元，同比增长20%，主要是因为AI驱动的智能广告投放系统显著提升匹配 精准度，带动广告主投入同比增长，微信视频号及搜一搜的收入也随之增加。 金融科技与企业服务的收入同比增长5%至549.1亿元，得益于消费贷款与理财服务收入提升，以及云服 务与商家技术服务费增长的带动。 至此，腾讯的毛利与经营利润的增速已连续十个季度超过营收增速。 腾讯方面表示，第一季度，AI能力已经对效果广告与长青游戏等业务产生了实质性的贡献，正将AI能 力嵌入每一个业务单元。 具体来看，游戏所在的增值服务业务稳健向好发展，该季度收入为921亿元，同比增长17%。其中，得 益于《王者荣耀》《穿越火线手游》的持续更新及《三角洲行动》等新品拉动，本土市场游戏收入同比 增长24%至429亿元；在国际市场中，《PUBG MOBILE》《荒野乱斗》等产品带动收入增长23%。 并且，微信生态的商业化能力持续释放。截至3月底，微信及WeChat合并月活账户数升至14.02亿，同比 增长3%；收费增值服务账户数同比增长3%至2.68亿。腾讯视频付费会员数同比增至1.17亿，腾讯音乐 付费会员数同比增长至1.23亿。 5月14日，腾 ...

Group 1 - HHLR Fund, L.P. and its affiliates reduced their stake in BeiGene from 6.03% to 4.89%, no longer being a major shareholder [1] - The reduction in stake began in June 2023, with HHLR Fund having previously held 9.02% of shares [1] - The core reason for the reduction is attributed to the fund's typical investment period of around 10 years, with HHLR's investment in BeiGene exceeding 11 years [1] Group 2 - Hillhouse Capital led a $75 million Series A financing round for BeiGene in 2014 and participated in 8 financing rounds [2] - In Q1 2023, BeiGene reported revenue of 8.048 billion yuan, a 50.2% increase from the previous year, and a significantly reduced net loss of 94.5 million yuan [2] - The revenue growth was driven by product sales, particularly from self-developed products, with a notable increase in sales for Zebrutinib and Tislelizumab [2] Group 3 - BeiGene's CEO indicated that the company expects to achieve positive operating profit for the full year of 2025 [3]

5月15日，万科发布公告称，公司第一大股东深铁集团拟向其提供不超过15.52亿元的股东借款，用途是 偿还公开市场发行的债券的本金与利息，借款期限为36个月，借款利率为2.34%，低于1年期贷款市场 报价利率（LPR）减76个基点。 不仅如此，万科对外担保的规模也较大。截至今年4月底，万科的担保余额为人民币788.16亿元，占其 2024年末经审计归属于上市公司股东净资产的比重为38.89%。 此外，受房地产行业持续下行的压力影响，万科的业绩表现也颇为乏力。万科2024年实现营业收入 3431.76亿元，同比下降26.32%；归母净利润为-494.78亿元，同比下降506.81%，主因是计提存货跌价和 信用减值345.4亿。 进入2025年一季度，万科实现营业收入379.95亿元，同比减少38.31%；归母净利润为-62.46亿元。值得 庆幸的是，虽万科的营收和利润仍在下滑，但该季度万科的回款率超过100%，并实现大宗交易签约金 额38亿元。 回顾历史，这已是2025年以来深铁集团第四次向万科提供借款，均用于帮助万科偿还在公开市场发行的 债券的本金与利息。具体来看，稍早前的2月份，深铁集团分别向其提供了28亿元 ...