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001309秒封板,芯片、有色“涨”声雷动
Zheng Quan Shi Bao· 2025-09-30 05:48
Group 1: Chip Sector Performance - The chip stocks collectively surged in the morning, with Demingli (001309) hitting the daily limit within a minute of opening, and several other stocks also reaching their limits [1] - The storage chip sector led the gains, with the index rising over 3% to reach a historical high, while major companies like SMIC and others also set new records [7] - The rapid development of artificial intelligence has led to a supply-demand imbalance in storage chips, with Citigroup predicting shortages of 1.8% for DRAM and 4% for NAND flash by 2026 [9] Group 2: Nonferrous Metals Sector - Nonferrous metal stocks saw a strong performance, with the energy metals index rising nearly 6% to a two-year high, and several sub-sectors like nickel and lithium reaching historical highs [2][4] - The Ministry of Industry and Information Technology, along with eight other departments, issued a plan for the nonferrous metals industry, targeting an average annual growth of around 5% in value-added output from 2025 to 2026 [4] - The demand for nonferrous metals is increasing due to the rapid growth of emerging industries such as new energy vehicles and robotics, leading to price increases and shortages in certain varieties [5] Group 3: Price Trends and Forecasts - Cobalt prices in China have nearly doubled this year, rising from 169,000-171,000 yuan/ton to 325,000 yuan/ton by September 28 [6] - The silver market is expected to face a supply-demand gap for the fifth consecutive year, with a potential shortfall of about 4,000 tons [6] - Major storage chip manufacturers have announced price increases, with Samsung raising prices by 30% for certain memory products, while Micron expects first-quarter revenue to reach $12.2 billion to $12.8 billion, exceeding Wall Street forecasts [10]
001309,秒封板!芯片、有色,“涨”声雷动!
Group 1: Market Overview - Chip stocks collectively surged in the morning, with Demingli (001309) hitting the daily limit within a minute of opening, alongside several other stocks reaching their limits [1] - The A-share market experienced slight fluctuations but showed a strong performance in technology stocks, with the Sci-Tech Innovation 50 index reaching a four-year high [1] Group 2: Sector Performance - The non-ferrous metals, chip, newly listed stocks, and aerospace equipment sectors led the gains, while communication equipment, oil and gas extraction, diversified finance, banking, and liquor sectors saw declines [2] Group 3: Non-Ferrous Metals Sector - Non-ferrous metal stocks saw a strong rally, with the energy metals sector index rising nearly 6%, reaching a two-year high, and several sub-sectors like nickel, industrial metals, and gold hitting historical highs [3] - The Ministry of Industry and Information Technology and other departments released a plan for the non-ferrous metals industry, targeting an average annual growth of 5% in value-added output from 2025 to 2026 [5] - The demand for non-ferrous metals is increasing due to the rapid development of new industries such as electric vehicles and robotics, leading to shortages and rising prices [6] Group 4: Chip Sector - The chip sector saw a significant increase, particularly in storage chips, with the index rising over 3% to reach a historical high [8] - Major storage chip manufacturers have raised prices, with Samsung increasing prices of certain memory products by 30% and Micron by 20%-30% [11] - The supply of DRAM and NAND flash is expected to face shortages, with Citigroup predicting a 1.8% and 4% shortfall respectively by 2026 [10]
慕诗国际(00130) - 於二零二五年九月二十九日举行之股东週年大会之投票结果
2025-09-29 10:07
香港交易及結算所有限公司及香港聯合交易所有限公司對本公告之內容概不負 責,對其準確性或完整性亦不發表任何聲明,並明確表示概不會就因本公告之全 部或任何部份內容而產生或因倚賴該等內容而引致之任何損失承擔任何責任。 MOISELLE INTERNATIONAL HOLDINGS LIMITED 慕詩國際集團有限公司 (於開曼群島註冊成立之有限公司) (股份代號:130) 於二零二五年九月二十九日舉行之 股東週年大會之投票結果 – 2 – | | 普通決議案 | 票 數 | (%) | | --- | --- | --- | --- | | | | 贊 成 | 反 對 | | 8. | 授予本公司董事一般授權,以配發、發行 | 195,110,346 | 4,000 | | | 及處置不超過於本決議案通過當日本公 | (99.998%) | (0.002%) | | | 司已發行股份總數百分之二十之股份。 | | | | | 由於有50%以上之票數贊成此決議案,此決議案已正式通過為普通決議案。 | | | | 9. | 於根據第8項決議案授予本公司董事之一 | 195,110,346 | 4,000 | | | 般 ...
慕诗国际股东将股票存入花旗银行 存仓市值396万港元
Zhi Tong Cai Jing· 2025-09-23 00:23
Group 1 - The core point of the article highlights that on September 22, shareholders of Mousse International (00130) deposited stocks into Citibank, with a market value of HKD 3.96 million, accounting for 10.42% of the total [1] - For the fiscal year ending March 31, 2025, Mousse International reported revenues of approximately HKD 103 million, representing a year-on-year decrease of about 25% [1] - The company recorded a loss attributable to shareholders of HKD 56.546 million, which is an increase of 17.56% compared to the previous year, resulting in a loss per share of HKD 0.2 [1]
慕诗国际(00130)股东将股票存入花旗银行 存仓市值396万港元
智通财经网· 2025-09-23 00:23
慕诗国际截至2025年3月31日止年度业绩显示,收益约1.03亿港元,同比减少约25%;公司持有人应占 亏损5654.6万港元,同比增长17.56%;每股亏损0.2港元。 智通财经APP获悉,香港联交所最新资料显示,9月22日,慕诗国际(00130)股东将股票存入花旗银行, 存仓市值396万港元,占比10.42%。 ...
慕诗国际(00130) - 截至二零二五年八月三十一日止月份之股份发行人的证券变动月报表
2025-09-03 08:38
截至月份: 2025年8月31日 狀態: 新提交 致:香港交易及結算所有限公司 股份發行人及根據《上市規則》第十九B章上市的香港預託證券發行人的證券變動月報表 公司名稱: 慕詩國際集團有限公司 呈交日期: 2025年9月3日 I. 法定/註冊股本變動 | 1. 股份分類 | 普通股 | 股份類別 | 不適用 | | | 於香港聯交所上市 (註1) | | 是 | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 證券代號 (如上市) | 00130 | 說明 | | | | | | | | | | | 法定/註冊股份數目 | | | 面值 | | | 法定/註冊股本 | | | 上月底結存 | | | 1,000,000,000 | HKD | | 0.01 | HKD | | 10,000,000 | | 增加 / 減少 (-) | | | | | | | HKD | | | | 本月底結存 | | | 1,000,000,000 | HKD | | 0.01 | HKD | | 10,000,000 | 本月底法定/註冊股本 ...
慕诗国际(00130.HK)8月20日收盘上涨11.2%,成交4.76万港元
Sou Hu Cai Jing· 2025-08-20 08:33
Company Overview - Moiselle International Group Limited is primarily engaged in the design, manufacturing, retailing, and wholesaling of fashion apparel and accessories, established in 1997 as an international high-end fashion brand known for its unique designs and high-quality craftsmanship [2]. Financial Performance - As of March 31, 2025, Moiselle International reported total revenue of 94.79 million HKD, a year-on-year decrease of 25.19% - The company recorded a net profit attributable to shareholders of -52.18 million HKD, reflecting a year-on-year decline of 17.56% - The gross profit margin stood at 80.11%, while the debt-to-asset ratio was 37.7% [1]. Stock Performance - As of August 20, the stock price of Moiselle International was 0.139 HKD per share, with an increase of 11.2% and a trading volume of 340,000 shares, amounting to a turnover of 47,600 HKD - Over the past month, the stock has experienced a cumulative decline of 6.02%, while year-to-date, it has seen a cumulative increase of 3.31%, underperforming the Hang Seng Index, which has risen by 25.24% [1]. Industry Valuation - The average price-to-earnings (P/E) ratio for the textile and apparel industry is -12.44 times, with a median of 3.49 times - Moiselle International's P/E ratio is -0.64 times, ranking 115th in the industry, compared to other companies such as Fast Retail-DRS at 0.36 times and Zhejiang Yong'an at 1.34 times [1].
慕诗国际(00130) - 董事名单与其角色和职能
2025-08-11 09:47
MOISELLE INTERNATIONAL HOLDINGS LIMITED 慕 詩 國 際 集 團 有 限 公 司 (於開曼群島註冊成立之有限公司) (股份代號:130) 董事名單與其角色和職能 慕詩國際集團有限公司董事會(「董事會」)成員載列如下: 余玉瑩女士 (委員會主席) 朱俊傑先生 黃淑英女士 薪酬委員會 余玉瑩女士 (委員會主席) 朱俊傑先生 陳思俊先生 提名委員會 余玉瑩女士 (委員會主席) 黃淑英女士 徐巧嬌女士 朱俊傑先生 陳欽杰先生 (主席兼行政總裁) 徐巧嬌女士 陳思俊先生 獨立非執行董事 余玉瑩女士 朱俊傑先生 黃淑英女士 吳麗文博士 董事會設立三個委員會,各委員會的成員資料載列如下: 審核委員會 執行董事 香港,二零二五年八月十一日 ...
慕诗国际(00130) - 提名委员会组成变动
2025-08-11 09:08
香港交易及結算所有限公司及香港聯合交易所有限公司對本公告之內容概不負責, 對其準確性或完整性亦不發表任何聲明,並明確表示概不會就因本公告之全部或 任何部份內容而產生或因倚賴該等內容而引致之任何損失承擔任何責任。 慕詩國際集團有限公 司 董事會熱烈歡迎朱先生加入提名委員會。 承董事會命 慕詩國際集團有限公司 MOISELLE INTERNATIONAL HOLDINGS LIMITED (於開曼群島註冊成立之有限公司) (股份代號:130) 提名委員會 組成變動 慕詩國際集團有限公司(「本公司」)董事(「董事」)會(「董事會」)宣佈,自二零二五 年八月十一日起: 獨立非執行董事朱俊傑先生(「朱先生」)已獲委任為本公司提名委員會(「提名委員 會」)成員。 隨上述變動後,提名委員會由四名成員組成,即余玉瑩女士(主席)、黃淑英女士、 徐巧嬌女士及朱俊傑先生。 香港,二零二五年八月十一日 於本公告日期,本公司執行董事為陳欽杰先生、徐巧嬌女士及陳思俊先生;獨立 非執行董事為余玉瑩女士、朱俊傑先生、黃淑英女士及吳麗文博士。 主席 陳欽杰 ...
慕诗国际(00130) - 截至二零二五年七月三十一日止月份之股份发行人的证券变动月报表
2025-08-01 09:13
股份發行人及根據《上市規則》第十九B章上市的香港預託證券發行人的證券變動月報表 致:香港交易及結算所有限公司 公司名稱: 慕詩國際集團有限公司 呈交日期: 2025年8月1日 I. 法定/註冊股本變動 | 1. 股份分類 | 普通股 | 股份類別 | 不適用 | | | 於香港聯交所上市 (註1) | | 是 | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 證券代號 (如上市) | 00130 | 說明 | | | | | | | | | | | 法定/註冊股份數目 | | | 面值 | | | 法定/註冊股本 | | | 上月底結存 | | | 1,000,000,000 | HKD | | 0.01 | HKD | | 10,000,000 | | 增加 / 減少 (-) | | | | | | | HKD | | | | 本月底結存 | | | 1,000,000,000 | HKD | | 0.01 | HKD | | 10,000,000 | 本月底法定/註冊股本總額: HKD 10,000,000 FF301 ...