一批携带家庭搬迁至香港的高级管理人才选择租赁集中在山顶及半山区的豪宅(租金预算每月10万至20 万港元)。服务式住宅市场正涌现新一波需求，客源主要来自中国大陆新兴产业的企业家。随着香港租 金竞争力提升(过去三年新加坡租金飙升30%)，预计2025年第一季度将出现新加坡回流客源。 第一太平戴维斯研究及顾问谘询部董事汤卓轩表示："除了内地人才之外，外籍人士及在对冲基金和加 密货币领域工作的内地人士，最近也推动了租赁需求的增长，他们各自展现出不同的住房偏好。" 第一太平戴维斯香港住宅服务部董事李宝芳称："2024年第四季度，酒店式公寓市场迎来了新一波需 求，主要来自在新兴行业积累了财富的中国大陆企业家。这些人青睐酒店式公寓灵活的租赁条款。有些 人愿意每月花费超过10万港元租赁四季酒店、瑰丽酒店等高端酒店式公寓，租期为三到六个月，因为他 们经常因商务原因往返中国大陆及其他亚洲国家。" 智通财经APP获悉，第一太平戴维斯最新发表的《2025年3月香港住宅租赁市场报告》指出，香港租赁 市场正经历结构性转变： 对冲基金及加密货币行业扩张，抵销传统需求的疲软。对冲基金专业人士(租 金预算每月6万至8万港元)及内地加密货币行业 ...

除了产品结构的优化，卫龙美味在渠道建设方面也取得了显著成效。线下渠道方面，卫龙美味与1879家经销商建立了合作关系，渠道铺设覆盖了各主要零食 量贩系统及会员超市。线上渠道方面，卫龙在原有的电商布局基础上，进一步拓展了抖音、快手等内容电商。2024年，卫龙线下渠道实现收入约55.62亿 元，同比增长27.5%；线上渠道收入达到7.05亿元，同比增长38.1%。 具体来看，卫龙魔芋爽等蔬菜制品业务表现尤为亮眼，成为业绩增长的重要驱动力。2024年，卫龙蔬菜制品收入达到33.71亿元，同比增长59.1%，在总收入 中的占比从上年度的43.5%跃升至53.8%。核心产品辣条仍保持稳定增长，2024年实现收入26.67亿元。 近日，卫龙美味全球控股有限公司（以下简称"卫龙美味"）发布了其2024年全年业绩报告。报告显示，总收入达到62.66亿元，同比增长了28.6%；年内利润 为10.68亿元，同比上升21.3%。 | | | 截 至 12 月 31 日 止 年 度 | | | --- | --- | --- | --- | | 產品類別 | 2024 年 | | 2023年 | | | | 人民幣千元 佔總收入% 人 ...

Overview of Operating Performance - The total operating revenue of the company reached 7.718 billion yuan, an increase of 8.42% year-on-year; net profit attributable to shareholders was 2.207 billion yuan, up 2.55% year-on-year; and net profit after deducting non-recurring items was 2.793 billion yuan, an increase of 49.88% year-on-year [1] - In the fourth quarter, total operating revenue was 2.286 billion yuan, a year-on-year increase of 57.56%; net profit attributable to shareholders was 242 million yuan, up 11.87% year-on-year; and net profit after deducting non-recurring items was 865 million yuan, an increase of 12138.9% year-on-year [1] Key Financial Indicators - Wealth management business generated revenue of 5.664 billion yuan, accounting for 73.38% of total revenue, with a profit of 1.858 billion yuan, representing 82.77% of total profit and a gross margin of 32.81% [2] - Securities brokerage business achieved revenue of 4.313 billion yuan, with net income from agency trading of 3.102 billion yuan, a year-on-year increase of 42.70% [2] - The monthly retention rate of users on the Xiao Fang APP peaked at 90.16%, with a peak monthly active user count of 3.1233 million, an increase of 37.69% year-on-year [2] Investment and Trading Business - The investment and trading business generated revenue of 2.496 billion yuan, accounting for 32.34% of total revenue, with a profit of 2.069 billion yuan, representing 92.17% of total profit and a gross margin of 82.90% [3] - The company capitalized on market opportunities to increase A-share investment scale, achieving good absolute returns [3] Asset Management Business - The asset management business generated revenue of 134 million yuan, accounting for 1.74% of total revenue, with a loss of 380 million yuan, representing -16.94% of total profit and a gross margin of -283.60% [4] - Fangzheng Fubon Fund has established and managed 48 publicly offered securities investment funds, with a total managed public fund asset scale of 80.861 billion yuan, an increase of 19.694 billion yuan year-on-year [4] Investment Banking Business - The investment banking business reported revenue of -370 million yuan, accounting for -4.79% of total revenue, with a loss of 593 million yuan, representing -26.43% of total profit [5] - The company saw an increase in bond underwriting scale and bond business revenue, completing one IPO project pending registration on the Growth Enterprise Market and three projects on the New Third Board [5] Financial Condition - The net profit margin was 28.07%, a year-on-year decrease of 11.09% [7] - Earnings per share increased by 3.85% year-on-year to 0.27 yuan [7] - Total assets reached 255.628 billion yuan, an increase of 14.92% year-on-year, while net assets rose by 6.26% to 48.978 billion yuan [8] Development Review and Future Outlook - The company aims to enhance capabilities in technology finance, green finance, inclusive finance, pension finance, and digital finance, adhering to the operational principle of "rapid development, efficient operation, and leveraging strengths while compensating for weaknesses" [9] - The company plans to focus on its core business, pursue high-quality, efficient, and sustainable development, and optimize management to ensure risks are measurable, controllable, and bearable [9]

Core Insights - The surge in gold prices, reaching a historic high of $3135 per ounce, reflects a significant shift in the global economic order driven by geopolitical tensions, changing monetary policies, and structural supply-demand imbalances [2][3]. Price Movement - Gold prices have increased over 19% since the beginning of 2025, significantly outperforming the S&P 500 index, with key price milestones being surpassed in late March to early April [3]. Market Sentiment - The market sentiment has shifted from caution to enthusiasm, as evidenced by substantial inflows into Asian gold ETFs, indicating a surge in regional risk aversion [4]. - The COMEX gold futures market shows a high level of speculative long positions, with 67% of open interest being held by speculative traders, indicating increased volatility [5]. Volatility Indicators - The Gold Volatility Index (GVZ) has surpassed 25, reaching a 12-month high, signaling that investors are preparing for potential significant price fluctuations due to upcoming policy changes and geopolitical events [6]. Driving Forces - Geopolitical risk premium accounts for 40% of the current gold price surge, influenced by trade tensions and rising inflation expectations, with significant impacts from U.S. tariffs and Middle Eastern conflicts [7][8]. - Expectations of a shift in monetary policy contribute 35% to the gold price dynamics, as markets anticipate potential interest rate cuts and a decline in the dollar's dominance [9][10]. - Structural supply-demand imbalances make up 25% of the driving factors, with central banks increasing gold purchases and mining output facing constraints [11][12][13]. Short-term and Long-term Outlook - Short-term volatility is anticipated as the U.S. tariff decision approaches, with potential profit-taking by speculative traders [14]. - Long-term support for gold prices is expected from ongoing de-dollarization trends and structural supply-demand issues, with Goldman Sachs projecting a price increase to $3300 by the end of 2025, and possibly reaching $4200 under certain conditions [15]. - Investors are advised to adopt a multi-faceted strategy to balance risks, particularly in gold mining stocks, as the geopolitical and economic landscape continues to evolve [16].

Core Insights - The innovative pharmaceutical sector in China is experiencing a valuation recovery due to advancements in AI and relaxed healthcare policies, with the Hang Seng Innovative Drug Index rising by 28.93% year-to-date as of March 31 [1] Group 1: Current Market Status - The number of innovative drugs launched in China is projected to reach 105 by 2024, surpassing the U.S. for the first time in five years, with a year-on-year growth exceeding 50% [2] - China holds the second-largest pipeline of new drugs globally, with a market share of 36% [2] Group 2: Growth Drivers - The aging population in China is expected to exceed 400 million by 2035, accounting for over 30% of the population, which will significantly increase the demand for pharmaceuticals [7] - Favorable policies, such as the inclusion of innovative drugs in healthcare coverage and the easing of DRG payment restrictions, are expected to boost the performance of the innovative drug sector [8] - AI technology is anticipated to reduce the time to market for new drugs by nearly 40%, lowering development costs from $2.4 billion to $600 million [9] Group 3: Investment Opportunities - The E Fund Hang Seng Innovative Drug ETF (159316) tracks the Hang Seng Innovative Drug Index, which includes leading companies in the innovative drug sector, with large-cap companies making up approximately 33% of the index [12] - The index shows a high concentration in the innovative drug industry, with significant representation from biopharmaceuticals and chemical pharmaceuticals [15] - The R&D expenditure ratio for the index has consistently exceeded 8% from 2021 to 2023, indicating a strong commitment to innovation [19]

3月25日，都市智选SUV——比亚迪海狮05EV正式上市，官方指导价格为11.78万-13.78万元。新车基于比亚迪e平台3.0 Evo打造，全系后置后驱动力架 构，全系搭载天神之眼 C - 高阶智驾三目版（DiPilot 100）和智能座舱高阶版-DiLink 100，以颜值、智能、安全、舒适、驾控五大维度优势及超百项核心标 配，为用户带来全面跃升的智电出行新体验。 | Cran | | | | | --- | --- | --- | --- | | | 海狮05EV上市权益 | | | | | 生活新享法 | | | | | · 0首付:最低0首付,至高5年超长贷 | · 全系2年免费云服务 | | | 新享宠粉礼 | · 0利息:首付50%起,24期0息 新享智联礼 · 置换补贴至高4000元 | · 全系2年免费车机流量(5GB/月 · 2年免费E-Call紧急救援 | | | 新享无忧礼 | · 首任非营运车主享受三电终身保修,整车包修期6年 新享延保礼 | · 诚选延保:可选择购买1年/3万公里 | | | | 或15万公里,以先到为准 | 万公里厦厂延保服务 | | | 新享充电礼 | · 首任 ...

2024年，中国证券行业在经历市场波动后，迎来了业绩的分化与回暖。截至3月底，已有10家上市券商 披露了2024年年报，整体来看，半数以上券商实现了归母净利润的增长，但各机构之间的业绩表现差异 显著。其中，自营业务成为推动券商业绩回暖的核心动力，而经纪、财富管理等业务也呈现出不同程度 的复苏。 业绩分化：头部券商领跑，中小券商表现各异 投行业务承压：IPO及再融资市场变化影响显著 与自营和经纪业务相比，券商投行业务在2024年普遍承压。受IPO及再融资市场规模变化影响，7家上 市券商的投行业务收入同比下降，降幅最高超过40%。然而，仍有部分券商逆势增长。南京证券的投行 业务收入达1.88亿元，同比增长17.03%；信达证券（601059）的投行业务收入为1.56亿元，同比增长 11.74%。 展望未来：市场预期积极，业绩改善趋势有望延续 市场机构对券商基本面修复的预期较为积极。开源证券非银金融行业首席分析师高超认为，券商2024年 四季度业绩有望超预期，目前券商板块估值水平仍偏低，2025年上半年业绩有望延续同比改善趋势。山 西证券（002500）非银金融团队也表示，在相关政策引领下，市场表现逐步企稳，202 ...

智通财经APP获悉，3月27日，国内领先的智慧CRM服务提供商玄武云(02392)举行了2024年度业绩发布 会。会上，公司董事会主席兼CEO陈永辉先生表示："2025年，在保持原有PaaS等成熟业务正常运营的 同时，公司会继续以发展AI+SaaS为先，重视AI与数据要素方面产品的研发创新。依托自身AI技术的积 累及在大消费、金融等行业的数智化实践经验，致力打造不同业务场景的专属AI Agent，巩固公司在 AI+SaaS领域的领先地位。" 展望2025年业绩，玄武云管理层表示，公司会在2024年归母净利润扭亏为盈的基础上继续提升盈利能 力，尤其是公司战略聚焦的SaaS业务板块，预计收入增长将达到20%。 财报显示，2024年玄武云实现收入11.5亿元，实现毛利2.1亿元，同比增长2.5%。同时，基于聚焦 AI+SaaS高毛利业务、优化产品体系、开拓海外业务等具体行动，玄武云整体盈利能力得以持续提升， 报告期内实现归母净利润691.4万元，同比扭亏为盈。 问：对于2025年全年是否有业绩指引？ 以下问业绩会问答环节实录： 问：如何看待DeepSeek对行业和公司的影响？ 答：DeepSeek的出现，不仅给AI ...

3月27日，省政府新闻办在成都举行"万千气象看四川·县域经济高质量发展"系列主题新闻发布会资 中专场。发布会外，桌子上的几个摆盘格外引人注目。 第一个盘子里，放的是刚切开的血橙鲜果。血橙富含维生素等，在市场上颇受欢迎，全国60%、全 省80%的血橙都产自资中。 第二个盘子里，装的是用血橙加工而成的袋装冻片。除了鲜果销售，血橙还被加工成为血橙巧克 力、血橙咖啡、血橙面膜等10余种精深加工产品。目前，资中血橙全产业链产值已超77亿元。 从一片血橙到一袋冻片，延长产业链为的是寻求县域经济高质量发展的驱动力，也从一定程度上回 答了资中成为全省县域经济高质量发展进步显著县的原因。 资中是一个特点鲜明的县，既是中国血橙之乡、中国黑猪（内江猪）之乡、中国鲶鱼之乡，也是成 渝线上唯一一座省级历史文化名城，享有"苌弘故里·状元之乡·古城资中"的美誉。 但短板也较为明显。翻开该县去年的三次产业数据，第二产业占比为28.1%，仅比第一产业高出近 7个百分点，远低于占比已过半的第三产业。 向工业要驱动力成为必然选择之一。资中县委书记唐荣介绍，该县通过出台支持工业高质量发 展"1+10"系列政策，推动资中经开区入选全省重点支持园区名单 ...

中新网3月27日电 3月27日，博鳌亚洲论坛2025年年会开幕式在海南博鳌举行，"博鳌之约"吸引全球目 光。多家外媒称，该论坛是塑造亚洲经济格局的重要平台，助力亚洲各国实现经济目标，而中国将为世 界经济提供更大的确定性。 专题：博鳌亚洲论坛2025年年会 该媒体在另一篇报道中称，与会嘉宾将围绕把握大势、促进增长、塑造未来、发掘动力四个方向的议题 展开讨论，在聚焦亚洲发展的同时，共同应对全球挑战，推动共创美好未来。 彭博社指出，博鳌亚洲论坛2025年年会期间，英国制药巨企阿斯利康全球首席执行官苏博科表示，"我 认为，未来5到10年，中国将成为我们行业创新的真正驱动力。" 3月27日， 博鳌亚洲论坛2025年年会开幕式在海南博鳌举行。中新社记者 韩海丹 摄 巴基斯坦《论坛快报》指出，巴基斯坦将积极参与博鳌亚洲论坛2025年年会，这是一个在全球不确定性 加大的背景下，塑造亚洲经济格局的重要平台。 文章称，巴基斯坦驻华大使卡里尔·哈什米表示，博鳌亚洲论坛是助力亚洲经济发展、应对全球挑战的 重要基石。他强调，该论坛是"阐明亚洲优势、塑造国际经济秩序的关键平台"。 美国《欧亚评论》网站关注到，美国智库印中美研究所国际贸易 ...