7月16日，据港交所披露的信息显示，奥克斯电气向港交所主板递交了更新后的上市申请书。此前，奥 克斯已于今年1月份递表。 回顾其上市历程，奥克斯电气的上市之路颇为波折。2016年初，奥克斯的中央空调部门曾在A股新三板 上市，上市仅一年便匆匆摘牌退市。随后，奥克斯又计划申请在上交所上市，并于2018年10月开始进行 上市辅导。然而在2023年6月完成上市辅导后，奥克斯电气并未继续推进。直到今年1月，奥克斯选择转 道港股上市。 奥克斯在招股书中解释，放弃A股转战港股是因为港股上市有利于公司业务发展战略。 对于此次港股上市所募资金，奥克斯电气表示将用于公司的全球研发；升级公司的智能制造体系及供应 链管理；加强公司的销售及经销渠道；及用于营运资金及一般公司用途。 招股书显示，奥克斯电气的公司产品主要为家用空调及中央空调，目前公司旗下有奥克斯AUX、华蒜 和AUFIT三个品牌。据弗若斯特沙利文统计，在2024年中，奥克斯电器的市场份额为7.1%，是全球第 五大空调提供商。 在全球化布局方面，奥克斯电气的境外销售业务已经覆盖全球150多个国家和地区，保持快速增长的态 势。同时，还形成了OBM及ODM双线并行的销售模式。国内 ...

但从其过往历程来看，京东在医美领域落子已久。2021年9月，京东健康与新氧合作共建的医美频道正 式上线，引入超2000家认证机构，主要为用户提供线上问诊、方案定制等服务。 2023年，京东健康又与艾尔建、华熙生物等上游厂商达成直供合作，产品覆盖鼻部整形、皮肤美容等超 万个SKU。今年3月，京东健康又设立子公司北京京东医疗美容诊所有限公司，经营范围包括医疗服 务、医疗美容服务、生活美容服务等，并申请了"京东医美"商标。 7月14日，京东健康旗下的医美自营诊所正式宣布对外营业，名为"京东医美（亦庄店）"，这是京东线 下医美门店首次公开亮相。目前，已接入京东APP的医美频道。 据悉，该店位于京东健康综合门诊部（亦庄店）1层，主要提供美白嫩肤、水光美塑、除皱瘦脸和光电 抗衰四大轻医美服务。实际上，京东医美（亦庄店）已试营业两个多月，此前主要面向京东内部员工开 放。有报道称，京东医美还计划于9月或者10月在北京国贸万通中心开设第二家自营旗舰店。 与进军外卖、酒旅不同的是，京东此次进入医美行业较为低调，并未推出大规模补贴政策。 在6月份的分享会上，刘强东也曾透露，京东每三年就应该扩张一次，不仅要做餐饮、酒店，未来还会 有 ...

7月16日，华电新能登陆上交所首日，股价高开高走，盘中最大涨近220%，市值一度超过3500亿，并触 发两次临停。截至发稿涨127.67%，每股报7.24元，总市值为2966亿元。 拉长时间线来看，华电新能盘中涨幅已创下A股千亿市值公司上市首日最高涨幅纪录，远超当年中国石 油191.14%的历史表现。 华电新能此次IPO规模也较为庞大。据了解，华电新能上市公开发行股份为49.69亿股，超额配售选择权 股份7.45亿股，发行价为3.18元/股，募集资金达181.71亿元。募集资金将用于风光大基地项目、就地消 纳负荷中心项目、新型电力系统协同发展项目及绿色生态文明协同发展项目。 华电新能之所以能在上市首日取得如此优异的成绩，与其自身的强大实力和行业背景密不可分。 资料显示，华电新能是中国华电风力发电、太阳能发电为主的新能源业务最终整合的唯一平台，主营业 务为风力发电，太阳能发电为主的新能源项目的开发，投资和运营，主要产品为电力。 股权结构显示，中国华电通过旗下华电福瑞、华电国际的，合计持有华电新能83.43%的股份，是其实 际控制人。此外，中国人寿、中国国新、国家绿色发展基金、南方电网等也是其战略投资者。 从其自 ...

7月15日晚间，中国生物制药在港交所发布公告称，将以不超过9.51亿美元（折合人民币约68.22亿元） 的交易对价收购礼新医药95.09%股权。在剔除礼新医药集团于交割日的估计现金及银行存款约4.5亿美 元后，中国生物制药最终净付款约为5.009亿美元。 虽成立时间较短，但礼新医药已与阿斯利康、默沙东国际医药巨头达成多项BD交易。粗略统计，礼新 医药累计对外授权已有近40亿美元，约合人民币近300亿元。 得益于此，礼新医药的业绩也实现飞升，已由亏损转为盈利。数据显示，2023年至2025年6月底，礼新 医药的营收分别为1.78亿元、22万元、42.18亿元；除税后净利分别为-2.31亿元、-4.78亿元、16.9亿元。 中国生物制药方面，随着医药行业环境的变化，公司正致力于从传统药企向创新药企转变。此前，中国 生物制药表示，预计今年创新产品收入占比将突破50%，未来三年计划每年上市至少5款创新产品，到 2027年创新产品收入占比提升到60%。 据其年报披露，2024年，中国生物制药实现营业收入288.7亿元，同比增加10.2%；实现归母净利润35亿 元，同比增长50.1%。其中，超过90%的持续经营业务的收入 ...

Group 1 - The core point of the news is that *ST Yushun plans to acquire 100% equity of three companies for a total consideration of 3.35 billion yuan, aiming to diversify its business into the data center market and improve profitability [1][2] - The three target companies operate a wholesale data center and currently manage approximately 8,000 cabinets, with a high customer concentration relying on a single internet client [2] - If the acquisition is completed, *ST Yushun's revenue is expected to exceed 1 billion yuan, and net profit is projected to turn positive, contrasting with its historical negative net profit [2] Group 2 - The funding for the acquisition will come from loans from the controlling shareholder, self-owned funds, or self-raised funds, although the controlling shareholder has a negative net asset value [1] - Since the announcement of the acquisition plan on April 22, *ST Yushun's stock price has increased by over 160%, but it fell by more than 4% following the release of the acquisition draft [1] - The latest performance forecast indicates that *ST Yushun expects a net profit loss of 4.1865 million yuan in the first half of 2025, although this represents a significant narrowing of losses compared to previous periods [2]

实际上，随着AI算力需求井喷式增长。新易盛的业绩从2024年开始就出现爆发。2024年，实现营收为 86.47亿元，归母净利润为28.38亿元，同比分别增长179.15%和312.26%。今年一季度，营收为40.52亿 元，同比增长264.13%；归母净利润为15.73亿元，同比增长384.54%。 SynergyResearchGroup发布的最新数据和预测表明，未来四年内即将启用的超大规模数据中心的平均容 量将几乎是目前正在运营的超大规模数据中心的两倍。而光模块作为数据中心等通信基础设施中实现光 信号传输的关键部件，市场需求也随之水涨船高，预计将在2029年达到120亿美金。 据了解，新易盛的产品矩阵较为丰富，是国内少数具备100G、400G和800G光模块批量交付能力的、掌 握高速率光器件芯片封装和光器件封装的企业。目前已开发出不同型号、质量可靠的光模块产品近3000 种。 其中，新易盛的高速率光模块产品市场表现出色，销售占比不断提高。截止2024年底，新易盛在800G 光模块领域占据全球40%以上的市场份额，连续两年稳居行业第一。 前不久（7月10日），新易盛还在投资者互动平台表示，2025年第一季度 ...

Group 1 - The core point of the news is that China Merchants Energy Shipping announced its subsidiary, Sinotrans Container Lines, plans to acquire a stake in Antong Holdings for up to 1.8 billion yuan through various methods including block trading and agreement transfers [1] - Sinotrans Container Lines has already acquired 0.79% of Antong Holdings from Dongfang Asset for 106 million yuan and plans to acquire an additional 1.96% from Sinochem Asset Management for 265 million yuan and 5.14% from China Merchants Port and Guoxin Securities Asset Management for 696 million yuan [1] - Following the completion of these transactions, Sinotrans Container Lines will hold 7.89% of Antong Holdings, making it the largest shareholder when combined with its concerted action partners [1] Group 2 - On the secondary market, Antong Holdings' stock price rose approximately 5%, with a latest market capitalization of 12.91 billion yuan [2] - The business operations of Sinotrans Container Lines and Antong Holdings are highly synergistic, both focusing on container shipping, with Sinotrans covering foreign trade markets and Antong specializing in domestic coastal routes [2] - Antong Holdings reported revenues of 7.549 billion yuan for 2024 and 2.042 billion yuan for Q1 2025, with net profits of 610 million yuan and 241 million yuan respectively, indicating potential for improved profitability for China Merchants Energy Shipping post-integration [2]

财务数据进一步印证了这一改善趋势。2024年，北方稀土实现营业收入329.7亿元，同比下降1.58%；实 现归母净利润10.04亿元，同比下降57.64%。而到了2025年一季度，北方稀土实现营业收入92.87亿元， 同比增长61.19%；实现归母净利润4.31亿元，同比增长高达727.3%。 此外，7月9日，北方稀土还发布公告称，预计2025年半年度公司实现归母净利润将达到9亿元到9.6亿 元，与去年同期相比，增加幅度高达1882.54%到2014.71%；扣非净利润预计为8.8亿元到9.4亿元，增长 幅度达到5538.33%到5922.76%。 相比之下，2024年包钢股份实现营业收入680.9亿元，同比下降3.51%；实现归母净利润2.65亿元，同比 下降48.64%。2025年一季度，包钢股份实现营业收入154.3亿元，同比下滑13.04%；实现归母净利润 4496万元，同比下降29.33%。尽管短期业绩承压，但稀土精矿的调价有望大幅改善其利润空间，后续 表现值得期待。 从需求端来看，全球新能源领域（如新能源汽车、风电）以及高端制造领域（如机器人、电子）对稀土 永磁材料的需求持续攀升。在供需紧平衡的背 ...

Group 1 - The core viewpoint of the articles highlights the significant rise in bank stocks, driven by low interest rates, high dividends, stable performance, and market management policies, with the Shanghai Composite Index reaching a new high of 3555 points in early July 2023 [1][2] - Since the beginning of the year, bank stocks have shown strong performance, with the banking sector's increase exceeding 50% since the "924 market" [1][2] - The decline in deposit rates, with 3-year and 5-year rates dropping below 2% and 1-year rates around 1%, contrasts sharply with bank dividend yields ranging from 3% to 7%, making bank stocks attractive [2] Group 2 - Major buyers of bank stocks include insurance funds, which held A-share bank stocks worth 265.78 billion yuan as of Q1 2023, accounting for nearly half of their heavy industry allocation [3] - Public funds have also increased their holdings in the banking sector, with active funds raising their bank stock ratios and passive index funds adding over 50 billion yuan to bank stocks this year [3] - The global banking sector has also seen significant gains, with indices in various regions, including the US, Europe, and China, rising between 49% and 88% since the beginning of 2024, indicating a broader trend beyond A-shares [3]

Core Viewpoint - Northern Rare Earth expects significant profit growth in the first half of 2025, with net profit projected to reach between 900 million to 960 million yuan, marking an increase of 1882.54% to 2014.71% compared to the same period last year [1] Financial Performance - From 2021 to the first half of 2024, Northern Rare Earth reported revenues of 14.72 billion yuan, 20.13 billion yuan, 16.48 billion yuan, and 12.99 billion yuan respectively, with net profits of 2.036 billion yuan, 3.127 billion yuan, 1.056 billion yuan, and 45.4 million yuan [1] - Annual revenues from 2021 to 2024 were 30.41 billion yuan, 37.26 billion yuan, 33.50 billion yuan, and 32.97 billion yuan, with net profits of 5.130 billion yuan, 5.984 billion yuan, 2.371 billion yuan, and 1.004 billion yuan respectively [2] - In Q1 2025, the company achieved revenue of 9.287 billion yuan, a year-on-year increase of 61.91%, and net profit of 431 million yuan, a year-on-year increase of 727.3% [2] Market Dynamics - The performance of Northern Rare Earth is closely linked to the price trends of rare earth materials, which are essential for various high-tech industries, including electric vehicle batteries and semiconductor manufacturing [2] - China dominates the global rare earth market, accounting for over 60% of global production and 92% of processing, indicating a near-monopoly in the sector [2] - The rare earth prices experienced a significant rise in 2021 due to the explosive growth of the new energy industry, followed by a decline as supply and demand balanced out, and have recently started to recover due to geopolitical tensions and increased sanctions [3]