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智通港股投资日志|8月21日
智通财经网· 2025-08-20 16:04
New Stock Activities - Companies currently in the IPO process include Jiaxin International Resources, Shuangdeng Co., and Kanglong Chemical [1] - Other companies in the IPO process are Suteng Juchuang, Jinglian Group, Binjiang Services, and Yika [1] Earnings Announcement Dates - Companies scheduled to announce earnings include Tengsheng Bo Pharmaceutical-B, Chunquan Industrial Trust, and Jinchao Yang Group [1] - Additional companies include Zaitong, China Petroleum & Chemical Corporation, Jinyuan Development International Industry, and Runli Maritime [1] - Other firms set to report earnings are New Fire Technology Holdings, Weijun Group Holdings, and Citic Bank [1] Shareholder Meetings - Companies holding shareholder meetings include Wuxi Life, China Wangwang, Cultural Communication, and Jingneng Clean Energy [1] - Additional companies include GC Construction [1] Dividend Distribution - Companies declaring dividends include Huixian Industrial Trust, Cabin, and Baotan Holdings [1] - Other firms include Pacific Shipping, China New Town, and Victory Securities [1] - Additional companies declaring dividends are Jinsang Machine Tool China, Aihua Credit, and Gaoxin Retail [1] - First Service Holdings is also listed for dividend distribution [1] Dividend Payment Dates - Companies with scheduled dividend payment dates include Midea Real Estate, China Galaxy, CITIC Securities, and China Life [2]
津上机床中国(01651) - 二零二五年八月十八日举行之股东週年大会的表决结果
2025-08-18 08:52
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的內容概不負責,對其準確性 或完整性亦不發表任何聲明,並明確表示,概不對因本公告全部或任何部份內容而產生或因倚 賴該等內容而引致的任何損失承擔任何責任。 Precision Tsugami (China) Corporation Limited 附註: 2 (a) 上述本公司股份(「股份」)數目及投票百分比乃根據親身、由授權公司代表或委任受委代 表出席股東週年大會並於會上投票之本公司股東(「股東」)所持有之股份總數計算。 (b) 由於上述各項決議案均獲得超過50%的票數贊成,故所有決議案已正式獲通過為本公司的 普通決議案。 (c) 於股東週年大會當日,已發行股份總數為375,675,000股,其持有人有權出席股東週年大 會並於會上投票。於股東週年大會當日,本公司並未持有任何庫存股份。 (d) 於股東週年大會當日,中銀國際信託(香港)有限公司為根據本公司股份獎勵計劃持有 4,629,000股本公司未歸屬股份的受託人,根據《香港聯合交易所有限公司證券上市規則》 (「《上市規則》」)第17.05A條之規定,其須就並已就所有於股東週年大會上提呈之決議案 放棄投票 ...
异动盘点0818|声通科技早盘涨近30%,机器人概念股涨幅居前;迅雷美股涨超26%,应用材料跌超14%
贝塔投资智库· 2025-08-18 04:16
Group 1: Hong Kong Stocks - Ascentage Pharma-B (06855) opened over 5% higher after receiving FDA and EMA approval for its drug, Lisenglitazone, for high-risk MDS in Phase III clinical trials [1] - Haijia Medical (06078) fell over 5% following a profit warning, expecting a mid-term net profit decline of approximately 34% to 39% due to factors like centralized procurement and increased depreciation from new hospitals [1] - Hua Hong Semiconductor (01347) dropped over 6% as it announced plans to acquire a controlling stake in Shanghai Huali Microelectronics to address industry competition [1] - Zhonghui Biotech-B (02627) rose over 8% after receiving IND approval for its recombinant respiratory syncytial virus vaccine in both the US and China [1] - NetDragon (00777) surged over 10% after forming a strategic alliance with Zhongke Wenge to promote AI technologies abroad [1] - Great Wall Motors (02333) increased over 12% following the completion of its factory in Brazil, with an initial production capacity of 30,000 vehicles per year [1] - Yuewen Group (00772) rose over 20% as its first-half performance exceeded expectations, benefiting from growth in licensing business and steady performance of short dramas [1] Group 2: Other Notable Stocks - Huirui Group (00806) increased over 8% after reporting first-half results that met market expectations and is applying for MRF mutual recognition for other products [2] - Soundon Technology (02495) surged nearly 30% after announcing a projected net profit exceeding 50 million yuan for the first half, marking a turnaround from losses [2] - Robotics concept stocks saw significant gains, with Jinshang Machine Tool (01651) up over 11% and Lijin Technology (00558) up over 3% [2] Group 3: US Stocks - Intel (INTC.US) rose 2.93% amid reports of negotiations with the Trump administration for government investment to support domestic manufacturing [3] - Hesai Technology (HSAI.US) increased 9.73% after reporting over 50% year-on-year revenue growth for Q2 2025 [3] - UnitedHealth (UNH.US) surged 11.98% following Berkshire Hathaway's new investments in the company [3] - NIO (NIO.N) rose 8.09% as it announced the upcoming launch of its new ES8 model [4] - Xunlei (XNET.US) continued to rise by 26.53% after reporting a 30.6% year-on-year revenue increase for Q2 2025 [5]
港股异动 机器人概念股涨幅居前 世界人形机器人运动联合会成立 产业迈向规模化落地新阶段
Jin Rong Jie· 2025-08-18 04:14
Core Viewpoint - The humanoid robot industry is entering a new phase of large-scale implementation, with significant investment opportunities emerging as showcased by the recent events in Beijing [1]. Group 1: Stock Performance - Robot concept stocks have seen notable increases, with津上机床中国 (01651) rising by 11.66% to HKD 28.16, 力劲科技 (00558) up by 5.45% to HKD 7.16, 首程控股 (00697) increasing by 3.47% to HKD 2.09, and 三花智控 (02050) gaining 1.18% to HKD 19.72 [1]. Group 2: Events and Developments - The 2025 World Humanoid Robot Games, the first comprehensive competition featuring humanoid robots, opened on August 14 at the National Speed Skating Stadium in Beijing [1]. - The World Humanoid Robot Sports Federation was officially established on August 17, coinciding with the announcement of the second event scheduled for August 2026 in Beijing [1]. Group 3: Industry Insights - According to 长江证券, the humanoid robot industry is poised for rapid development, with the recent event highlighting advancements in intelligent decision-making and collaborative movement [1]. - Continuous improvements in performance and technology are expected to accelerate the commercialization process of humanoid robots [1].
机器人概念股涨幅居前 世界人形机器人运动联合会成立 产业迈向规模化落地新阶段
Zhi Tong Cai Jing· 2025-08-18 02:50
Core Viewpoint - The humanoid robot industry is entering a new phase of large-scale implementation, with significant investment opportunities emerging as showcased by the recent events in Beijing [1] Group 1: Market Performance - Robot concept stocks have seen notable gains, with Tsugami Machine Tool China (01651) rising by 11.66% to HKD 28.16, LKK Technology (00558) increasing by 5.45% to HKD 7.16, Shoucheng Holdings (00697) up by 3.47% to HKD 2.09, and Sanhua Intelligent Control (002050) rising by 1.18% to HKD 19.72 [1] Group 2: Events and Developments - The 2025 World Humanoid Robot Games, the first comprehensive competition featuring humanoid robots, opened on August 14 at the National Speed Skating Stadium in Beijing [1] - The World Humanoid Robot Sports Federation was officially established on August 17, coinciding with the announcement of the second event to be held in August 2026 in Beijing [1] Group 3: Industry Insights - According to Changjiang Securities, the humanoid robot industry is poised for significant growth, with the recent event highlighting advancements in intelligent decision-making and collaborative movement [1] - Continuous improvements in performance and technology are expected to accelerate the commercialization process of humanoid robots in China [1]
港股异动 | 机器人概念股涨幅居前 世界人形机器人运动联合会成立 产业迈向规模化落地新阶段
智通财经网· 2025-08-18 02:49
Core Viewpoint - The humanoid robot industry is entering a new phase of large-scale implementation, with significant investment opportunities emerging in the sector [1] Group 1: Stock Performance - Robot concept stocks have shown notable gains, with津上机床中国 (01651) rising by 11.66% to HKD 28.16, 力劲科技 (00558) increasing by 5.45% to HKD 7.16, 首程控股 (00697) up by 3.47% to HKD 2.09, and 三花智控 (02050) gaining 1.18% to HKD 19.72 [1] Group 2: Event Highlights - The 2025 World Humanoid Robot Games, the first comprehensive competition featuring humanoid robots, opened on August 14 at the National Speed Skating Stadium in Beijing [1] - The World Humanoid Robot Sports Federation was officially established on August 17, coinciding with the announcement of the second event scheduled for August 2026 in Beijing [1] Group 3: Industry Insights - According to 长江证券, the humanoid robot industry is poised for rapid development, showcasing advancements in intelligent decision-making and collaborative movement at the 2025 World Humanoid Robot Games [1] - Continuous improvements in performance and technology are expected to accelerate the commercialization process of humanoid robots [1]
津上机床中国涨超14% 公司积极开拓AI液冷接头、汽车电动制动系统等新市场
Zhi Tong Cai Jing· 2025-08-18 02:23
国泰海通证券此前指出,随着海外头部人形机器人厂家加速产品迭代,国内相关厂家陆续推出产品叠加 国内加速应用场景落地。从供应链角度看,该行认为,除机器人整机厂商外,包括电机、减速器、传感 器、丝杠等在内的机器人关键零部件应重点关注,相应的国内供应商有望长期受益。 津上机床中国(01651)涨超14%,截至发稿,涨14.2%,报28.8港元,成交额9345.29万港元。 消息面上,津上机床中国此前发布控股股东日本津上截至2025年6月30日止3个月业绩,在中国,收入按 年同比增加14.1%,达到268.82亿日圆,分部溢利按年同比增加38.1%,达到76.97亿日圆。值得一提的 是,公司执行董事兼常务副总经理李泽群此前表示,新财年销售收入将挑战50亿元,有望超越2022财年 创下新高。公司对AI液冷接头、汽车电动制动系统等新市场的开拓,预料可带动收入增长。 ...
港股异动 | 津上机床中国(01651)涨超14% 公司积极开拓AI液冷接头、汽车电动制动系统等新市场
智通财经网· 2025-08-18 02:16
国泰海通证券此前指出,随着海外头部人形机器人厂家加速产品迭代,国内相关厂家陆续推出产品叠加 国内加速应用场景落地。从供应链角度看,该行认为,除机器人整机厂商外,包括电机、减速器、传感 器、丝杠等在内的机器人关键零部件应重点关注,相应的国内供应商有望长期受益。 智通财经APP获悉,津上机床中国(01651)涨超14%,截至发稿,涨14.2%,报28.8港元,成交额9345.29 万港元。 消息面上,津上机床中国此前发布控股股东日本津上截至2025年6月30日止3个月业绩,在中国,收入按 年同比增加14.1%,达到268.82亿日圆,分部溢利按年同比增加38.1%,达到76.97亿日圆。值得一提的 是,公司执行董事兼常务副总经理李泽群此前表示,新财年销售收入将挑战50亿元,有望超越2022财年 创下新高。公司对AI液冷接头、汽车电动制动系统等新市场的开拓,预料可带动收入增长。 ...
港股午评|恒生指数早盘涨0.18% 煤炭股涨幅居前
智通财经网· 2025-08-06 04:05
Group 1: Market Performance - Hang Seng Index rose by 0.18%, gaining 45 points to close at 24,947 points; Hang Seng Tech Index increased by 0.03% [1] - Hong Kong stock market saw a morning trading volume of 120.6 billion HKD [1] Group 2: Notable Stock Movements - Coal stocks led the gains, with China Shenhua (01088) up 3.61% and Yanzhou Coal (01171) up 4.1%, as the fifth round of coking coal price hikes took effect [1] - Crystal International (02228) surged over 8% after signing a pipeline cooperation agreement with DoveTree, with a total order size of approximately 47 billion HKD and an initial payment of 51 million USD received [1] - Tsugami (01651) rose by 4.68% following a nearly 40% increase in Q1 net profit from its Japanese division and positive machine tool production data for June [1] - Xianjian Technology (01302) increased by 6.97%, with expectations of gradual price adjustments for related products in the second half of the year [1] - Pop Mart (09992) gained 6.31%, driven by strong demand for its proprietary IP, with Morgan Stanley highlighting its undervalued platform [1] - China Shipbuilding Defense (00317) rose over 7%, anticipating a more than double year-on-year increase in net profit for the first half of the year [1] - BYD Electronics (00285) increased by over 6%, benefiting from AI-driven growth in the liquid cooling market and entry into the Nvidia supply chain [1] - Wuling Motors (00305) surged over 10% after announcing a profit warning, with mid-term net profit soaring nearly threefold as the company actively expands in the new energy sector [1] Group 3: Declining Stocks - Qilu Expressway (01576) fell by 6.37% after issuing a profit warning, expecting a year-on-year decline of approximately 21.62% in mid-term net profit [2] - Dongfang Zhenxuan (01797) dropped over 7% amid public relations issues and the closure of Sam's Club member stores, despite its stock price doubling since early July [3] - Boya Interactive (00434) declined by over 6%, projecting a year-on-year profit decrease of 25% to 35% for the first half of the year [4]
津上机床中国再涨近5% 日本津上中国分部Q1纯利增近四成 6月机床产量数据向好
Zhi Tong Cai Jing· 2025-08-06 03:24
Core Viewpoint - Tsugami Machine Tool China (01651) has seen a nearly 5% increase in stock price, currently trading at 22.54 HKD, with a transaction volume of 25.07 million HKD. The company reported a year-on-year revenue increase of 14.1% to 26.882 billion JPY for the three months ending June 30, 2025, with segment profit rising 38.1% to 7.697 billion JPY. The company aims to challenge a sales revenue of 5 billion CNY in the new fiscal year, driven by new market developments in AI liquid cooling joints and automotive electric brake systems [1][1][1]. Company Summary - Tsugami's revenue in China increased by 14.1% year-on-year, reaching 26.882 billion JPY [1][1][1]. - The segment profit for the same period rose by 38.1%, amounting to 7.697 billion JPY [1][1][1]. - The company’s executive director expressed optimism about achieving a sales revenue target of 5 billion CNY in the new fiscal year, potentially surpassing the record set in fiscal year 2022 [1][1][1]. Industry Summary - Dongwu Securities reported positive data for robot and machine tool production, with industrial robot production increasing by 35.6% year-on-year in June, metal cutting machine tool production up by 13.5%, and metal forming machine tool production rising by 10.4% [1][1][1]. - Guotai Junan Securities noted that leading overseas humanoid robot manufacturers are accelerating product iterations, while domestic manufacturers are launching products, benefiting from the rapid application of domestic scenarios [1][1][1]. - From a supply chain perspective, key components for robots, including motors, reducers, sensors, and screws, are expected to see long-term benefits for domestic suppliers [1][1][1].