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4月8日电,消息人士称,欧洲制药游说团体警告欧盟委员会主席,美国的关税进一步降低了在欧洲投资的动机,而欧洲是迁往美国的重要驱动力。
Zhi Tong Cai Jing· 2025-04-08 10:27
智通财经4月8日电,消息人士称,欧洲制药游说团体警告欧盟委员会主席,美国的关税进一步降低了在 欧洲投资的动机,而欧洲是迁往美国的重要驱动力。 ...
驱动力振幅39.54%,龙虎榜上榜营业部合计净卖出109.68万元
具体来看,今日上榜营业部中,第一大买入营业部为方正证券股份有限公司郴州青年大道证券营业部, 买入金额为545.45万元,第一大卖出营业部为财达证券股份有限公司沧州泊头裕华中路营业部,卖出金 额为1095.41万元。(数据宝) 驱动力4月7日交易公开信息 | 买/ 卖 | 会员营业部名称 | 买入金额(万元) | 卖出金额(万元) | | --- | --- | --- | --- | | 买一 | 方正证券股份有限公司郴州青年大道证券营业部 | 545.45 | 0.00 | | 买二 | 东海证券股份有限公司洛阳中州东路营业部 | 397.35 | 16.48 | | 买三 | 华泰证券股份有限公司恩施施州大道证券营业部 | 364.50 | 0.00 | | 买四 | 中信证券股份有限公司温岭万昌中路证券营业部 | 359.99 | 0.21 | | 买五 | 东方财富证券股份有限公司拉萨东环路第二证券营业 部 | 345.69 | 204.70 | | 卖一 | 财达证券股份有限公司沧州泊头裕华中路营业部 | 269.68 | 1095.41 | | 卖二 | 国投证券股份有限公司汕头澄海证券营业部 | ...
美宣布“对等关税”后,北证市场首个交易日这些个股逆势涨停
Xin Jing Bao· 2025-04-07 12:41
除秋乐种业、欧福蛋业外,康农种业(837403.BJ)、永顺生物(839729.BJ)、大禹生物 (871970.BJ)、绿亨科技(870866.BJ)及驱动力(838275.BJ)均涨超5%。北证市场其他上涨个股情 况,如下图所示: | सहस्त | 简称 | 前收 | 开盘 | 最近 | 成交备 成交额 | 最高 | 用用 | 买一份 | 卖一价 涨跌幅: | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | | | | | | (万股) (万元) | | | | | | 831087 | 秋乐种业 | 13.01 | 14.20 | 16.91 | 3612.05 56172.80 | 16.91 | 14.08 | 16.91 | 29.98% | | 839371 | 欧福蛋业 | 9.91 | 9.43 | 12.88 | 3899.06 46655.22 | 12.88 | 9.43 | 12.88 | - 29.97% | | 837403 | 康农种业 | 27.31 | 28.50 | 34.00 | 1401 ...
驱动力(838275) - 股票交易异常波动公告
2025-04-06 16:00
公司股票最近 2 个有成交的交易日(2025 年 4 月 3 日至 2025 年 4 月 7 日)以内收盘价 涨幅偏离值累计达到 46.42%,根据《北京证券交易所交易规则(试行)》的有关规定,属于 股票交易异常波动情形。 二、公司关注并核实的相关情况 证券代码:838275 证券简称:驱动力 公告编号:2025-017 广东驱动力生物科技集团股份有限公司股票交易异常波动公告 本公司及董事会全体成员保证公告内容的真实、准确和完整,没有虚假记载、误导性陈述 或者重大遗漏,并对其内容的真实性、准确性和完整性承担个别及连带法律责任。 一、股票交易异常波动的具体情况 本公司董事会确认,本公司没有任何根据《北京证券交易所股票上市规则(试行)》等 有关规定应披露而未披露的事项或与该事项有关的筹划、商谈、意向、协议等,董事会也未 获悉本公司有根据《北京证券交易所股票上市规则(试行)》等有关规定应披露而未披露的、 对本公司股票交易价格产生较大影响的信息。 四、公司及控股股东、实际控制人、董监高在异常波动期间交易公司股票的情况 1、 核实对象: 公司控股股东、实际控制人及一致行动人、持股 5%以上股东,在任的董事、监事及高 级 ...
广西激活惠企“驱动力” 引导信贷资金快速直达小微企业
Zhong Guo Xin Wen Wang· 2025-04-04 02:30
胡英全称,小微协调机制与以往的"政银企"对接机制不同,主要在于小微协调机制发挥了政府部门 的主观能动性,通过协同搭建"走访矩阵",用心当好助企"贴心人"。为进一步充实各级小微协调机制和 区县工作专班力量,广西金融监管局配套建立系统三级联动机制,实现金融监管部门、银行机构工作领 导小组和工作专班全覆盖。 广西壮族自治区发展和改革委员会党组成员、副主任莫前锋介绍,针对小微企业因抵押物评估流程 繁琐导致贷款周期长等共性问题,广西积极推动优化审贷流程,切实压缩获贷周期。广西多部门加强信 息共享,市场监管部门和金融系统联合执法,打击非法中介,查处多起案件,净化市场环境;各有关单 位协同为小微企业提供要素保障,助力企业获贷。 截至今年3月15日,广西相关部门共走访企业84.31万户,其中24.92万户获得授信,24.69万户获得 贷款,累计授信4365.98亿元,累放贷款2755.41亿元。广西信贷资金快速直达基层小微企业效果明显。 莫前锋称,下一步,广西将继续深入开展"千企万户大走访"活动,全量摸排小微企业融资需求,推 动"推荐清单"内企业与银行100%对接,确保应贷尽贷。同时,广西将进一步加强协同配合和指导服 务,持 ...
第一太平戴维斯:对冲基金与加密货币行业人士成香港住宅租赁需求主要驱动力
智通财经网· 2025-04-02 13:18
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 ...
卫龙美味2024年利润增二成 蔬菜制品成为增长驱动力
Xi Niu Cai Jing· 2025-04-02 11:37
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 ...
方正证券2024年业绩稳步增长,财富管理业务成核心驱动力
Zheng Quan Zhi Xing· 2025-04-01 22:20
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]
金价突破历史新高:三重驱动力下的避险狂欢
Sou Hu Cai Jing· 2025-04-01 14:20
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].
AI重塑研发,解读恒生创新药ETF(159316)的三重驱动力
Sou Hu Cai Jing· 2025-04-01 06:30
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]