恒生科技指数跌幅扩大至1%。新消费股多数下跌，布鲁可跌约8%，古茗跌约6.5%，蜜雪集团跌约 6%。 ...

港股公司报告 | 公司点评 布鲁可（00325） 证券研究报告 新品密集发布，获纳入港股通提升流动性 5 月新品密集发布，我们预计 Q2 延续增长势头 根据公司官方公众号，布鲁可 5 月上新 9 款产品，包括柯南、英雄无限、 变形金刚（传奇版、群星版第 7 弹、星辰版第 3 弹）、奥特曼（传奇版）、 超级战队、英雄总动员（星辰版第 2 弹）、宝可梦（经典版 s）。公司新品 密集推出及迭代，我们预计 Q2 有望延续可观增长。 小黄人新品亮相，互动玩法与巡展助力用户运营及品牌形象提升 6 月初公司首发小黄人萌酷版（萌变庆典），集结最受欢迎的国王鲍勃、酷 爱摇滚的士兵斯图尔特、成熟稳重的高尔夫提姆、聪明调皮的骑士戴夫、 爱打扮的女仆菲尔与机智勇敢的原始人凯文 6 大人气角色，精准还原小黄 人动画中的体型特征与经典造型形象，全面展现角色各自鲜明的个性与魅 力。在可动性上，实现全身 11 处可动设计，支持多种姿势展示与配件抓握， 带来高度还原的互动体验。 在还原角色形象的基础上，布鲁可同时增加"换装"等互动玩法，并内置 可爱骷髅架提升产品结构创新性；此外，布鲁可小黄人同步开启 5 个月 6 城巡展，同步设置 BFC 作 ...

智通财经6月10日电，截至发稿，古茗(01364.HK)跌6.33%、布鲁可(00325.HK)跌5.85%、蜜雪集团 (02097.HK)跌4.24%、茶百道(02555.HK)跌4%。 港股新消费概念股多数回落 古茗跌超6% ...

Group 1 - The Hong Kong Stock Connect list was adjusted on June 9, adding companies such as Blukoo (00325.HK), Mxue Group (02097.HK), and Guming (01364.HK), increasing the total number of companies from 502 to 505 [2] - Following the adjustment, Blukoo's stock price surged by 22.34%, reaching a historical high with a total market capitalization of HKD 48.18 billion [2] - Mxue Group faced a "bull-bear battle" with foreign institutions like Bank of America and UBS issuing bearish reports, citing high valuations and sustainability issues, leading to a stock price decline [2] Group 2 - Blukoo's stock exhibited significant growth, marking its largest single-day increase since its listing, driven by an accelerated pace of new product launches and potential growth in 2025 [3] - Guming's stock price fluctuated due to the bearish outlook on Mxue Group, but both domestic and foreign investment institutions maintain optimistic projections for Guming's expansion potential [3] - Guming's stock has increased by 176.5% since its listing in February, with a total market capitalization of HKD 65.76 billion, and it will face its first lock-up expiration in two months, introducing uncertainty in stock price movements [3]

港股新消费概念股走势分化，泡泡玛特(09992.HK)一度涨超4%再创历史新高，锅圈(02517.HK)涨近 3%，奈雪的茶(02150.HK)、名创优品(09896.HK)均涨近2%；古茗(01364.HK)、蜜雪集团(02097.HK)均 跌进4%，茶百道(02555.HK)跌超3.6%，布鲁可(00325.HK)跌2.2%。 ...

Market Overview - The Hong Kong stock market experienced a strong opening and closed with the Hang Seng Index up by 1.63% following talks between China and the U.S. [1] - The U.S. faced significant unrest due to large-scale immigration raids, highlighting underlying tensions related to various political and social issues [1] Rare Earth Market - China has shown goodwill by issuing licenses to several U.S. companies ahead of trade talks, which could expedite the approval process if negotiations proceed smoothly [2] - China's total goods trade value for the first five months reached 17.94 trillion yuan, a year-on-year increase of 2.5%, with exports growing by 7.2% [2] - In May, China's rare earth exports surged by 22.57% month-on-month, reaching 5,864.6 tons, marking a yearly high [2] - The stock of China Rare Earth (00769) rose over 60% due to these developments [2] Pharmaceutical Sector - The pharmaceutical sector saw renewed interest, driven by the upcoming American Diabetes Association (ADA) conference, which will showcase advancements in diabetes treatment, particularly GLP-1 drugs [3] - Notable stocks in this sector, such as 3SBio (01530) and Innovent Biologics (01801), experienced gains exceeding 6% [3] - The stock of King’s Ray (01548) surged over 16%, while the stock of Eucure Biopharma (09969) rose nearly 12% following positive developments in their product pipeline [3] AI Applications - Kuaishou (01024) announced a significant partnership with Lovart, enhancing its AI capabilities, which has led to a stock increase of over 5% [4] - The rapid development of AI applications is expected to positively impact cloud services, with companies like Kingdee International (00268) and Kingsoft Cloud (03896) seeing stock increases of over 9% [4] Consumer and Retail Sector - Companies like Blokko (00325) and Mijia Group (02097) were added to the Hong Kong Stock Connect list, with Blokko's stock rising over 22% due to its leading market position in the toy sector [5] - Meituan (03690) launched a drone delivery service in Hong Kong, contributing to a stock increase of 4.73% [5] Solar Industry - The upcoming SNEC PV&ES International Solar Energy Exhibition is expected to attract significant attention, although the industry faces challenges such as low prices for polysilicon [5][6] - Stocks like GCL-Poly Energy (03800) and Flat Glass Group (06865) saw increases of over 6% and 4%, respectively, amid hopes for industry recovery [6] Policy and Regulation - A press conference scheduled for June 10, 2025, will address policies aimed at improving people's livelihoods, which may impact various sectors including healthcare and insurance [7] - Companies in the healthcare sector, such as China Resources Medical (01515) and MicroPort Scientific (00853), are expected to benefit from these policy discussions [7] Company-Specific Developments - China Biologic Products (01177) presented promising data on its TQB2102 drug at the ASCO annual meeting, which is expected to boost revenue [8] - The company has received FDA approval for its innovative drug, marking a significant milestone in its product pipeline [9] - With a projected revenue growth of 21.9% in 2024, the company is well-positioned for continued expansion in the pharmaceutical market [9]

6月9日，随着布鲁可、古茗和蜜雪集团被调入港股通标的生效，三只新消费个股均大涨，其中布鲁可上 涨达22.34%，总市值超过480亿港元，今年上市以来上涨76.37%。古茗和蜜雪集团均上涨超过4%，总市 值分别超650亿和超2000亿港元，上市以来上涨达176.5%和115.84%。 这一调整意味着内地投资者可以直接通过港股通机制投资这些新消费龙头，无需绕道香港市场，为这些 公司带来了增量资金的注入。 Wind数据显示，被调入港股通名单时间，布鲁可用了99个交易日，古茗用了79个交易日，而蜜雪集团 仅用了66个交易日。 深交所发布关于深港通下港股通标的调整的通知。因恒生综合中型股指数实施成份股调整，根据《深圳 证券交易所深港通业务实施办法》的有关规定，港股通标的证券名单发生调整，调入布鲁可(00325)、 古茗(01364)、蜜雪集团(02097)，自2025年06月09日起生效。 | 代码 | 简称 | 调整方向 | | --- | --- | --- | | 00325 | 布鲁可 | 调入 | | 01364 | 古落 | 调入 | | 02097 | 蜜雪集团 | 调入 | ● 估值偏高 蜜雪集团的动态 ...

智通财经APP获悉，市场关注中美经贸磋商机制首次会议，港股三大指数全天震荡走高，恒指成功站上 两万四大关，国指、恒科指则双双自4月低点升逾20%，迈向技术性牛市。截止收盘，恒生指数涨1.63% 或388.89点，报24181.43点，全日成交额为2458.28亿港元；恒生国企指数涨1.74%，报8780.13点；恒生 科技指数涨2.78%，报5433.23点。 国泰海通海外策略团队研报指出，今年港股明显跑赢A股，背后反映宏观偏弱背景下港股稀缺性资产更 具吸引力，类似2012—2014年移动互联浪潮下港股比A股率先崛起。互联网、新消费、创新药、红利等 板块的稀缺资产在港股更集中，与当前AI应用、新消费等产业趋势相关度更高，即港股资产的稀缺性 所在。随着外部环境对风险偏好的扰动减缓，来自基本面和资金面的修复力量望推动港股进一步向上。 蓝筹股表现 快手-W(01024)领涨蓝筹。截至收盘，涨5.58%，报62.4港元，成交额67.19亿港元，贡献恒指16.34点。 高盛指出，快手旗下可灵AI的年化收入运行率于3月突破1亿美元，其后4月和5月的月度付费金额亦超 过1亿元人民币，相信运行率将超越公司指引及市场预期。该行 ...

Core Viewpoint - As of June 9, a total of 127 stocks reached their 52-week highs, indicating a strong market performance with notable leaders in the list [1]. Group 1: Stocks Reaching 52-Week Highs - The top three stocks with the highest increase rates are: - Jinglian Group (01751) with a high rate of 40.00%, closing at 0.510 and reaching a peak of 0.840 [1] - China Rare Earth (00769) with a high rate of 23.21%, closing at 0.680 and peaking at 0.690 [1] - Friendship Time (06820) with a high rate of 22.92%, closing and peaking at 1.180 [1] - Other notable stocks include: - Senhao Group (08285) at 22.58% [1] - Weijun Biotechnology (00660) at 17.06% [1] - China Silver Group (00815) at 16.13% [1] Group 2: Additional Stocks with Significant Increases - Kingsray Biotechnology (01548) increased by 13.66%, closing at 16.980 and peaking at 17.140 [1] - Emperor International Holdings (01950) saw a rise of 13.33%, closing at 0.350 and reaching a high of 0.425 [1] - Alibaba Pictures (01060) increased by 11.88%, closing at 1.060 and peaking at 1.130 [1] Group 3: Stocks with 52-Week Lows - The stocks that reached their 52-week lows include: - Caixin Media Equity (02986) with a low rate of -22.22%, closing at 0.016 and hitting a low of 0.014 [4] - Haina Star Technology (08297) with a low rate of -16.67%, closing at 0.033 and reaching a low of 0.020 [4] - Baide International (02668) with a low rate of -11.54%, closing at 0.094 and peaking at 0.092 [4]

恒生国企指数涨1.74%，较4月低点上涨21%，进入牛市。新消费概念股多数上涨，蜜雪集团涨约5%， 泡泡玛特涨约2%。科技股上涨，快手涨约6%。半导体股多数上涨，中芯国际涨约5%。中国稀土大涨 60%。 ...