（原标题：300551，控制权变更，周一复牌！）12月13日，古鳌科技(300551)披露系列公告，涉及实控 人变更、定增募资。 首先，古鳌科技实控人变更，公司股票复牌。 古鳌科技公告称，12月12日，公司实际控制人陈崇军与徐迎辉签订《表决权委托协议》，陈崇军持有的 古鳌科技6769.35万股股份的表决权委托给徐迎辉行使。《表决权委托协议》生效后，徐迎辉持有上市 公司的表决权比例为19.91%，截至本协议签署之日，徐迎辉直接持有上市公司股权比例为4.50%，徐迎 辉合计持有上市公司表决权比例为24.41%，上市公司实际控制人变更为徐迎辉。经公司申请，公司股 票自12月15日（星期一）开市起复牌。 值得注意的是，新晋实控人徐迎辉控制的核心企业包括北京光辉世联科技有限公司、富臣投资管理（北 京）有限公司，并参股了苏州瑞芯智能科技有限公司，持股40%。 同日，古鳌科技披露定增预案，公司拟向徐迎辉发行股票数量不超过4000万股（含本数），发行价格为 10.8元/股。本次发行拟募集不超过4.32亿元，扣除发行费用后，全部用于补充流动资金。 至预案签署日，徐迎辉实际控制的公司拥有表决权的股份比例为24.41%，同时徐迎辉 ...

Company Summary - Yuanyuan Group (00551) experienced an intraday increase of over 4%, with a current rise of 3.04%, trading at HKD 16.94, with a transaction volume of HKD 49.26 million [1] - On December 10, Yuanyuan Group announced a projected net operating income of approximately USD 660 million for November 2025, representing a year-on-year decrease of 3.1% [1] - For the first eleven months, the cumulative net operating income was approximately USD 7.38 billion, down 1.6% year-on-year [1] - Retail business revenue for the first three quarters of 2025 was USD 1.79 billion, reflecting a year-on-year decline of 7.9%, impacted by a weak retail environment and intensified competition [1] - Same-store sales experienced a double-digit decline, while the number of offline direct-operated stores decreased by 3.5% to 3,338 [1] - Online revenue, however, grew by 13% year-on-year, accounting for 33% of total revenue, with live-streaming income more than doubling [1] Industry Summary - According to Credit Lyonnais, the outlook for the Chinese consumer sector will focus on development opportunities in niche markets, with high-end consumption benefiting from monetary policy easing, stock market improvements, and increased offshore financing [1] - It is anticipated that consumer sentiment and CPI data will remain moderate, with companies poised to capture opportunities in market scaling, globalization, and the recovery of high-end consumption [1] - Credit Lyonnais forecasts that the retail sales of sports apparel in China will grow by 3% to 4% year-on-year next year, believing that major brands are optimizing retail channels and enhancing product functionality innovation [1]

Market Overview - The Hong Kong stock market opened high but experienced fluctuations, with the Hang Seng Index up 0.09% at 25,563.05 points, while the Tech Index fell 0.65% to 5,544.57 points [1] - Major tech stocks showed mixed performance, with Alibaba down 0.78%, Tencent down 0.08%, and JD.com down 0.44%, while Xiaomi rose 0.81% and Meituan increased by 0.8% [1] - Lithium battery stocks performed well, with CATL rising over 2%, while chip stocks weakened, with ZTE down over 9% [1] Company News - Sunny Optical Technology (02382.HK) reported November mobile lens shipments of approximately 119 million units, a month-on-month decrease of 2.3% but a year-on-year increase of 7.5% [2] - Q Technology (01478.HK) saw November mobile camera module sales of 38.05 million units, down 13.6% month-on-month and down 5.6% year-on-year [2] - Yuanyuan Group (00551.HK) reported a net operating income of approximately $660 million in November, a year-on-year decrease of 3.1% [2] - Baoshan International (03813.HK) reported a net operating income of 1.172 billion yuan in November, down 5.1% year-on-year [3] - Morning News Technology (02000.HK) reported unaudited revenue of 44.3 million HKD in November, up 48.4% month-on-month and 19.73% year-on-year [4] - Ocean Group (03377.HK) reported a cumulative contract sales amount of approximately 23.79 billion yuan for the first 11 months [5] - Jianye Real Estate (00832.HK) reported a total property contract sales amount of 7.168 billion yuan for the first 11 months, a year-on-year decrease of 16.3% [6] - Yuzhou Group (01628.HK) reported a cumulative sales amount of 6.196 billion yuan for the first 11 months [7] - COFCO Joycome (01610.HK) reported a pig slaughtering volume of 559,000 heads in November, a month-on-month decrease of 4.44% [8] - CSPC Pharmaceutical Group (01093.HK) received clinical trial approval in the U.S. for its fully human anti-ACTRIIA/IIB monoclonal antibody (JMT206) [9] - China Digital Technology (01796.HK) entered into a strategic cooperation agreement with Xinhua Pharmaceutical [10] - China Hongqiao (01378.HK) announced that the acquisition of Hongtu Industrial by Hongchuang Holdings was approved by the Shenzhen Stock Exchange's M&A Review Committee [11] - CICC (03908.HK) plans to issue perpetual subordinated bonds of no more than 3 billion yuan [12] Institutional Insights - Everbright Securities noted that compared to previous bull markets, the current index has significant upside potential, but the duration of the bull market may be more important than the magnitude of the increase [13] - Guosen Securities indicated that the recent adjustments in the Hong Kong market could open up space for a market rise in 2026, with over 110 billion yuan of net inflow from southbound funds in November [13] - CITIC Securities predicted a second round of valuation recovery for the Hong Kong market in 2026, emphasizing the need to focus on "earnings certainty + valuation elasticity" in sectors like technology, pharmaceuticals, resources, and essential consumption [13]

Company Summary - Yuanyuan Group (00551) experienced a stock price increase of over 4% during trading, with a current price of HKD 16.94 and a trading volume of HKD 49.26 million [1] - On December 10, Yuanyuan Group announced a projected net operating income of approximately USD 660 million for November 2025, reflecting a year-on-year decrease of 3.1% [1] - For the first eleven months, the cumulative net operating income was approximately USD 7.38 billion, down 1.6% year-on-year [1] - Retail business revenue for the first three quarters of 2025 was USD 1.79 billion, a decline of 7.9% year-on-year, attributed to a weak retail environment and intensified competition [1] - Same-store sales experienced a double-digit decline, while the number of offline direct-operated stores decreased by 3.5% to 3,338 [1] - Online revenue, however, grew by 13% year-on-year, accounting for 33% of total revenue, with live-streaming revenue more than doubling [1] Industry Summary - According to Credit Lyonnais, the outlook for the Chinese consumer sector will focus on opportunities in niche markets, with high-end consumption benefiting from relaxed monetary policy, improved stock markets, and increased offshore financing [1] - It is expected that consumer sentiment and CPI data will remain moderate, allowing companies to capture opportunities in market scaling, globalization, and the recovery of high-end consumption [1] - Credit Lyonnais forecasts that the retail sales of sports apparel in China will grow by 3% to 4% year-on-year next year, with major brands optimizing retail channels and enhancing product functionality [1]

热点栏目 自选股 数据中心 行情中心 资金流向 模拟交易 客户端 热点栏目 自选股 数据中心 行情中心 资金流向 模拟交易 客户端 裕元集团（00551）盘中涨超4%，截至发稿，股价上涨3.22%，现报16.97港元，成交额5359.40万港元。 行业层面，里昂表示，展望中国消费板块将聚焦于细分领域的发展机遇，以及高端消费市道受惠于货币 政策放松、股市改善及离岸融资增加的复苏进展，预期居民消费情绪与CPI数据将维持温和，预期企业 将捕捉细分市场规模化、全球化扩张及高端消费复苏的机会。里昂预测，明年中国运动服装零售额将按 年增长3%至4%，相信大型品牌正优化零售渠道，并加强产品功能创新。 MACD金叉信号形成，这些股涨势不错！ MACD金叉信号形成，这些股涨势不错！ 责任编辑：卢昱君 裕元集团（00551）盘中涨超4%，截至发稿，股价上涨3.22%，现报16.97港元，成交额5359.40万港元。 12月10日，裕元集团发布公告，该公司于2025年11月综合经营收益净额约6.6亿美元，同比减少3.1%。 前11个月综合累计经营收益净额约73.82亿美元，同比减少1.6%。浙商证券指出，裕元集团25Q1-3零售 ...

Company Summary - Yuanyuan Group (00551) experienced a stock price increase of over 4% during trading, with a current price of HKD 16.94 and a trading volume of HKD 49.26 million [1] - On December 10, Yuanyuan Group announced a projected net operating income of approximately USD 660 million for November 2025, reflecting a year-on-year decrease of 3.1% [1] - The cumulative net operating income for the first 11 months is approximately USD 7.382 billion, showing a year-on-year decline of 1.6% [1] - Retail business revenue for the first three quarters of 2025 is USD 1.79 billion, down 7.9% year-on-year, impacted by a weak retail environment and intensified competition, with same-store sales declining by double digits [1] - The number of offline direct-operated stores is 3,338, a decrease of 3.5% year-on-year [1] - Online revenue grew by 13% year-on-year, accounting for 33% of total revenue, with live-streaming revenue more than doubling year-on-year, indicating a continuous improvement in omnichannel operational capabilities [1] Industry Summary - According to Credit Lyonnais, the outlook for the Chinese consumer sector will focus on development opportunities in niche markets, with high-end consumption benefiting from relaxed monetary policy, improved stock markets, and increased offshore financing [1] - It is anticipated that consumer sentiment and CPI data will remain moderate, with expectations that companies will seize opportunities for scaling in niche markets, global expansion, and recovery in high-end consumption [1] - Credit Lyonnais forecasts that the retail sales of sports apparel in China will grow by 3% to 4% year-on-year next year, believing that major brands are optimizing retail channels and enhancing product functionality innovation [1]

裕元集团(00551)公布，该公司于2025年11月综合经营收益净额约6.6亿美元，同比减少3.1%。前11个月 综合累计经营收益净额约73.82亿美元，同比减少1.6%。 ...

Major Events - JD Industrial (07618) received a subscription rate of 60.52 times for its public offering in Hong Kong, with a share price set at HKD 14.10 [1] - Shanghai Pharmaceuticals (02607) obtained approval for the listing application of Succinic Acid Sultamicillin Tablets (SPH3127) [1] - Fosun Pharma (02196) received approval from the National Medical Products Administration for the drug registration application of Sodium Phosphonate Injection [1] - Lingbao Gold (03330) subsidiary plans to invest AUD 370 million to acquire a 50%+1 share stake in St Barbara Mining Pty Ltd [1] - Jiangsu Ninghu Expressway (00177) intends to increase capital by CNY 3.26964 billion to Longtan Bridge Company [1] - Yunfeng Financial (00376) had Fitch maintain the "A-" (Strong) financial strength rating for Wantong Insurance [1] Operating Performance - Sunny Optical Technology (02382) reported a shipment volume of 12.634 million vehicle-mounted lenses in November, a year-on-year increase of 69.4% [1] - Q Technology (01478) saw mobile camera module sales of 38.053 million units in November, a month-on-month decrease of 13.6% and a year-on-year decrease of 5.6% [1] - Yue Yuen Industrial (00551) reported a cumulative operating profit of approximately USD 7.382 billion for the first 11 months, a year-on-year decrease of 1.6% [1] - Baoshan International (03813) reported a cumulative operating profit of CNY 15.784 billion for the first 11 months, a year-on-year decline of 6.8% [1] - COFCO Joycome (01610) reported a pig slaughter volume of 559,000 heads in November, a month-on-month decrease of 4.44% [1]

格隆汇12月10日丨裕元集团(00551.HK)发布公告，2025年11月，公司本月综合经营收益净额(即相当于 总销售额减销售折扣及销售退货)为6.60亿美元，同比减少3.1%。 公司截至2025年11月30日止十一个月的综合累计经营收益净额为73.82亿美元，同比减少2%。 ...

智通财经APP讯，裕元集团(00551)公布，该公司于2025年11月综合经营收益净额约6.6亿美元，同比减 少3.1%。前11个月综合累计经营收益净额约73.82亿美元，同比减少1.6%。 ...