郭广昌都要抛弃房地产了。 BFC外滩金融中心被复星摆上货架散卖了！这栋楼是他的。这栋楼的背后，还牵扯了一段15年前的大佬恩怨。 当然，买卖被外界解读为，复星要放弃房地产的一个信号。 2024年胡润全球富豪榜显示，"复星系"实控人郭广昌的财富值为315亿，对比2020年640亿的身家已缩水过半，他是曾经的上海首富。 你别说，他长得越来越像李超人的中年时期了，对不？ 首富把这部分卖给谁了呢？有市场消息称，一家中国头部的通讯公司买下了BFC外滩金融中心S2栋超过6000平米的办公楼面积，成交单价超13万/平米。 最近还有成交。 今年初，还曾有市场消息说，BFC外滩金融中心一个楼层的办公楼也出掉了，单价也是超过13万/平米。 散卖是BFC现在销售的主要模式。BFC外滩金融中心的办公楼不是第一次拿出来散卖了。去年上半年就有某国企一次性买下两层办公楼自用，总金额5.3 亿元，单价仅11.5万/平米。 而且绝对没想到的是，从单价上看，BFC外滩金融中心涨价了！涨幅13%！ 在现在这种行情下，散卖，还涨价了，这绝对是超人一般的存在。 现在两栋写字楼和三座独栋办公楼都被摆上了货架，对外的报价不低： 超甲级办公楼标准层2400平 ...

6月28日，在青创成立12周年之际，一场关于"老字号新出海"的签约仪式引发行业关注。拥 有240多年历史的中华老字号童涵春堂与青创旗下"创选"平台达成战略合作，联合推出国潮 养生茶系列，标志着中国传统品牌正以全新模式加速全球化布局。 老字号新出海：携手创选让世界爱上中国品牌 创立于1783年的童涵春堂(隶属复星国际00656.HK)，是中医药文化的重要传承者。在全球化 浪潮下，这家百年老字号面临新课题：既要坚守传统精髓，又要赢得年轻消费群体。"选择 创选，就是选择了一条'老字号年轻化'的捷径。"童涵春堂负责人表示。此次跨界合作，标志 着这家百年老字号正以崭新姿态拥抱年轻消费群体。 童涵春堂选择与创选合作，正是看中创选在品牌年轻化与全球化方面的双重优势。一方面， 创始人张萌的直播间作为"海外品牌中国第一站"，已成功助力加拿大拉曼益生菌、美国 Nutrafol、西班牙Bechi等数十个海外品牌打开中国市场，另一方面，张萌通过孵化海外华人 IP、运营小红书头部账号等，构建了直达年轻消费者的内容生态。 论坛邀请到香港中文大学商学院副院长、管理学教授马旭飞，科特勒咨询集团全球合伙人、 大中华及新加坡CEO曹虎，以及《一 ...

Core Viewpoint - The private healthcare sector in Foshan is experiencing a significant transformation, facing challenges from public hospitals and a decline in patient trust, while some leading private institutions are finding ways to innovate and differentiate themselves [1][9][10] Market Landscape - Patients in Foshan predominantly prefer public hospitals, with survey results indicating that 72% are satisfied with the ethical standards of private hospitals compared to 61% for public ones, and 55% for waiting times in private hospitals versus 41% for public [2] - The disparity in insurance reimbursement rates (36% for public hospitals vs. 16% for private) significantly influences patient choices, particularly in non-first-tier cities like Foshan [2] - Negative perceptions stemming from past incidents have contributed to a lack of trust in private institutions, despite their service advantages [2] Innovative Practices - Leading private institutions like He You Hospital are leveraging AI technology to enhance service delivery and patient experience, aiming to change the narrative around private healthcare being synonymous with high costs [4][6] - Zen Hospital, backed by Fosun Group, has made significant advancements in technology and service quality, offering cutting-edge treatments and equipment that position it at the top of Foshan's healthcare landscape [6][8] Transformation Direction - The dual strategy of establishing "technical barriers + value-based healthcare" is seen as essential for private hospitals to overcome current challenges [8] - Many private institutions are focusing on enhancing service experiences, such as 24-hour professional care and personalized family doctor services, to better compete with public hospitals [8] - The regulatory environment is evolving, with policies encouraging the establishment of non-profit private healthcare institutions in underserved areas, which may provide opportunities for growth [9]

Group 1 - The core viewpoint of the articles highlights the successful growth and expansion of Club Med under the ownership of Fosun International, marking its 75th anniversary and significant achievements in the global market [1][2] - Since Fosun's strategic investment in 2010, Club Med has added 26 resorts globally, with a notable increase in the Chinese market, where the number of resorts has grown from 0 in 2010 to 11 by 2024, and customer numbers surged from 20,000 to 310,000 [1] - Club Med operates nearly 70 resorts across 26 countries, receiving over 1.5 million guests annually and achieving an annual revenue exceeding €2 billion [1] Group 2 - Fosun International's co-CEO and chairman of Fosun Tourism, Xu Xiaoliang, expressed confidence in Club Med's unique business model and global potential, emphasizing the importance of integrating global resources and optimizing local operations for high-end transformation [2] - Club Med has enhanced its digital marketing and channels, achieving a global direct and semi-direct sales rate of 72% by leveraging digital experiences from the Chinese market [2] - The company has established 38 sun resorts globally and plans to introduce a luxury French sailing cruise product line to the Chinese market by 2025, catering to the growing demand for high-quality vacations [2] - In response to the Chinese market's characteristics of "more holidays, shorter time," Club Med has launched two new product lines focused on short-distance vacations, achieving an average occupancy rate of over 95% during the recent May Day holiday [2]

市场越来越乐观地认为，美联储可能很快就会降息。根据芝加哥商品交易所美联储观察工具(CME FedWatch Tool)的数据，截至上周五，市场预计美联储在7 月底的下一次会议上降息的可能性为18.6%，高于前一周的14.5%。与此同时，投资者押注9月底前降息的可能性大幅上升，市场目前预计美联储届时降息的 可能性为93%，高于一周前的70%。 然而，美联储主席鲍威尔在是否降息的问题上则更为谨慎。上周，他在国会众议院作证时强调，美联储"处于可以等待的有利位置"，不急于调整利率。 久期财经讯，6月30日，据悉，在本周，美国6月非农就业报告将成为市场关注焦点，有关职位空缺数量、工资数据以及制造业与服务业活动的最新数据也将 受到密切关注。投资者还将紧盯有关特朗普政府各项关税措施的最新动态，尤其是在7月9日这个特朗普设定的关税暂停期限即将到来之际。 数据来源：久期财经 旭辉控股集团(00884.HK)发布公告，本公司欣然宣布，根据法院于2025年6月26日作出的命令，该境外债务重组计划已获法院批准。根据该计划的条 款，该计划的计划生效日期已于2025年6月27日落实。 弘阳地产(01996.HK)发布公告，由于若干债权人 ...

Core Insights - The innovative drug sector is experiencing a significant uptrend driven by new drug launches, reduced losses in biotech, and major business development (BD) activities, with a positive outlook for continued growth in the industry [1] - Fosun International's health sector is gaining market attention due to its innovative transformation in the pharmaceutical industry, showcasing unique value in "innovation," "technology," and "globalization" [1] Group 1: Company Developments - Fosun Pharma and its subsidiary, Hualan Biological Engineering, are entering a critical phase of pipeline realization, with a focus on differentiated and internationalized R&D strategies [1][4] - The PD-1 monoclonal antibody, Hanshuo (Sru Li Single Antibody Injection), has become the first globally approved first-line treatment for extensive-stage small cell lung cancer (ES-SCLC) [1] - Hualan's HLX43, a PD-L1 antibody-drug conjugate (ADC), is positioned to address unmet clinical needs in advanced/metastatic solid tumors, showing promising initial efficacy in non-small cell lung cancer (NSCLC) and thymic squamous cell carcinoma (TSCC) [2][3] Group 2: Market Expansion and Collaborations - Fosun is actively promoting its innovative products internationally, having established deep collaborations with over 20 leading biopharmaceutical companies to expand into global markets [5] - The approval of Sru Li Single Antibody in the EU and its coverage across over 30 countries demonstrates Fosun's capabilities in overseas registration and market access [5] - Ongoing clinical trials for innovative therapies targeting gastric cancer and breast cancer further indicate Fosun's commitment to expanding its global clinical capabilities [5] Group 3: Future Growth Potential - The combination of self-research, licensing, and globalization strategies positions Fosun for sustainable and high-value growth, with a strong pipeline and innovative technology platforms [6] - The recent approval of multiple new drugs by the National Medical Products Administration (NMPA) is expected to boost Fosun's performance, especially with the upcoming medical insurance negotiations [6] - The Chinese biotechnology sector has seen a significant revaluation, with a 72% increase year-to-date, indicating a robust outlook for the innovative drug market [6][7]

于2024年11月20日，豫园股份、上海豫逸金、菏泽珠盈(目标公司时任股东)及目标公司与36名外部投资 人分别签订若干投资协议，据此各方同意36名外部投资人各自对菏泽珠盈以现金方式出资，然后通过菏 泽珠盈对目标公司增资的形式间接入股目标公司。外部投资人认缴菏泽珠盈的出资份额合计为人民币 7.7亿元，占菏泽珠盈78.5714%，成为菏泽珠盈的有限合伙人；森澈商务谘询(豫园股份全资附属公司)为 菏泽珠盈的普通合伙人，认缴菏泽珠盈出资份额人民币0.1亿元，占菏泽珠盈的1.0204%；星选数据科技 (豫园股份全资附属公司)为菏泽珠盈的有限合伙人，认缴菏泽珠盈出资份额人民币2亿元，占菏泽珠盈 的20.4082%。 紧随认缴后，菏泽珠盈仍并表于豫园股份。由菏泽珠盈以总计人民币9.8亿元现金方式认购目标公司的 新增注册资本人民币241,972,889元，占该投资后目标公司经扩大股权总额的9.8196%。 格隆汇6月13日丨复星国际(00656.HK)公告，豫园股份(公司附属公司)筹划其附属公司珠宝时尚集团以 增资扩股方式引入投资者，计划融资金额不超过人民币20亿元，投资者数量合计不超过40家。 于2024年12月20日，豫 ...

Core Insights - The Taicang Alps International Resort Phase II project, with a total investment of approximately 5 billion yuan, has commenced construction and is scheduled to open in June 2029 [1] - The project aims to create the world's largest and highest-quality one-stop ice and snow themed resort, enhancing cultural tourism consumption in the Yangtze River Delta region through a new model of government-enterprise cooperation [1] - The first phase of the project has successfully attracted over 1 million visitors, establishing itself as a benchmark tourism project in the Yangtze River Delta [1] Project Details - The Phase II project will cover a total construction area of approximately 300,000 square meters and will feature a world-class indoor ski resort, two international themed hotels, and six major entertainment projects including a polar ocean park and a hot spring water park [1] - The project aims to provide comprehensive, international one-stop vacation services that integrate ice and snow sports, themed entertainment, leisure shopping, and quality accommodation [1] Unique Features - The indoor ski resort in Phase II will create five "world firsts," including the longest indoor ski slope at 650 meters, the largest vertical drop of 100 meters, and the largest cold area exceeding 100,000 square meters [2] - The project will also be the world's first AI ski resort, utilizing artificial intelligence for dynamic monitoring and regulation of the ski area [2] - The chairman of Fosun International, Guo Guangchang, emphasized the strategic advantages of Taicang's location and business environment, aiming to position the project as a new benchmark for ice and snow tourism in China [2]

Core Viewpoint - CITIC Securities initiated coverage on Fosun International (00656.HK) with a "Buy" rating, highlighting the company's diversified asset portfolio and robust growth in asset quality, which warrants market attention [1] Group 1: Health Sector - Fosun's health sector encompasses pharmaceuticals, medical devices, diagnostics, and healthcare services, with key products including Hanlikang, Hanquyou, Hanshuang, and Yikaida [2] - Hanlikang is the first domestically produced rituximab approved for treating lymphoma, leukemia, and rheumatoid arthritis; Hanquyou is a trastuzumab approved in over 50 countries for HER2-positive breast and gastric cancer; Hanshuang is the first PD-1 monoclonal antibody approved for first-line treatment of small cell lung cancer in over 30 countries; Yikaida is the first CAR-T product in China for relapsed/refractory large B-cell lymphoma [2] Group 2: Happiness Sector - The happiness sector is undergoing brand optimization, with Yuyuan Holdings enhancing its financial stability and multi-brand strategy, including upgrading jewelry stores to create a cohesive brand image [2] - Club Med, under Fosun Tourism, achieved record revenue by focusing on high-end all-inclusive offerings, while Atlantis Sanya reached new occupancy highs, maintaining brand competitiveness [2] Group 3: Wealth Sector - The asset quality of Fosun's wealth sector is steadily improving, with Fosun Portugal Insurance projected to achieve approximately €6.17 billion in gross premium income in 2024, increasing international business share from about 5% in 2014 to 29.8% [3] - Domestic insurance companies, including Fosun's P&C and health insurance, are experiencing significant growth, with Fosun P&C's total premium income expected to rise from RMB 4.35 billion in 2023 to RMB 9.25 billion in 2024, both companies achieving profitability [3] - The ongoing growth of these companies is expected to lay a solid foundation for the group's future development [3]

Core Viewpoints - The company has a diversified portfolio across health, happiness, and wealth sectors, with notable subsidiaries including Fosun Pharma, Fosun Hani, and Club Med, indicating a comprehensive strategy in the pharmaceutical and insurance industries [1][2][3] - The company is actively implementing a strategy focused on core businesses and optimizing asset quality, which is expected to improve as the price-to-book ratio is currently low [1][4] Health Sector Summary - The health sector encompasses pharmaceuticals, medical devices, diagnostics, and healthcare services, with a focus on innovative drugs, mature products, and vaccines [1] - Key products include Hanlikang, Hanquyou, Hanshuang, and Yikaida, targeting various cancers and autoimmune diseases, showcasing a strong pipeline in oncology and immunology [1] - The medical device segment includes aesthetic, respiratory, and professional medical products, while diagnostics extend from biochemical to molecular and home testing [1] Happiness Sector Summary - The happiness sector is optimizing brand positioning, with a focus on upgrading gold and jewelry stores and enhancing the overall brand image of the Yuyuan shopping district [2] - Club Med has achieved record revenue through exclusive all-inclusive offerings, and Atlantis Sanya has reached new occupancy highs, maintaining brand competitiveness [2] Wealth Sector Summary - The wealth sector's asset quality is improving, with insurance operations including Fosun Portugal Insurance and Dingrui Reinsurance, contributing significantly to revenue growth [2] - In 2024, the insurance business generated revenue of 39.31 billion yuan, a 5% increase year-on-year, with a notable rise in net profit by 117.2% to 1.72 billion yuan [2] - Fosun Portugal Insurance reported gross premium income of approximately 6.17 billion euros, reflecting the company's global operational capabilities [2] Asset Management Summary - The asset management business generated revenue of 15.8 billion yuan in 2024, a 10.3% increase, with a net loss of 4.37 billion yuan primarily due to a one-time non-cash loss from the valuation adjustment of the Cainiao project [3] - The asset management segment accounts for 29% of the wealth sector's total revenue, with investment and hive management contributing 17% and 12%, respectively [3] - Total assets in the asset management business reached 268.12 billion yuan, representing 33% of the company's total assets [3]