点击蓝字，关注我们 今日上午港股 1. 小米集团-W(01810)涨超3%， 雷军宣布月底发布YU7及平板新品，大摩指新品或成股价上涨关键 因素。 2. 金山软件 (03888) 涨超 12% ，新游《解限机》公测在即，预约超520万，大摩看好收入潜力。 3. 三一国际 (00631) 涨超 5% ，第一季度净利增23%，招银国际称业绩超预期缓解增长担忧。 12. 心动公司 (02400) 涨超 7% ，《伊瑟》国际服表现亮眼，中金预期首月流水达1亿元。 4. 荣晖国际 (00990) 涨超 4% ，发行新股筹资4亿港元，并计划更名为"至源控股"。 5. 潼关黄金 (00340) 涨超 7% ，金价突破3400美元，中东局势升温推升避险需求。 6. 金风科技 (02208) 涨超 6% ，风电核准量增72%，国金证券预期行业需求上修。 7. 和铂医药-B (02142) 涨超 4% ，与Visterra合作推进HCAb技术，加速免疫疾病药物开发。 8. 康方生物 (09926) 涨超 7%， 卡度尼利单抗ASCO年会数据发布，强化宫颈癌治疗价值。 9. 和誉-B (02256) 涨超 5% ，依帕戈替尼完成首 ...

52周新高排行 | 股票名称 | 收盘价 | 最高价 | 创高率 | | --- | --- | --- | --- | | 景联集团(01751) | 0.510 | 0.840 | 40.00% | | 中国稀土(00769) | 0.680 | 0.690 | 23.21% | | 友谊时光(06820) | 1.180 | 1.180 | 22.92% | | 森浩集团(08285) | 0.035 | 0.038 | 22.58% | | 玮俊生物科技(00660) | 0.169 | 0.199 | 17.06% | | 中国白银集团(00815) | 0.510 | 0.540 | 16.13% | | 金斯瑞生物科技(01548) | 16.980 | 17.140 | 13.66% | | 帝王实业控股(01950) | 0.350 | 0.425 | 13.33% | | 布鲁可(00325) | 193.300 | 198.000 | 13.14% | | 诺诚健华(09969) | 13.160 | 13.720 | 12.64% | | 阿里影业(01060) | 1.060 | 1 ...

Major Events - JiuTai Rural Commercial Bank (06122) plans to sell 78.51% stake in HuanShan HuiMin Village Bank for 40.4 million yuan [1] - Vanke Enterprises (02202) intends to receive a loan of up to 3 billion yuan from its major shareholder, Shenzhen Metro Group [1] - China Gas Holdings (08246) signed a memorandum of understanding with the Lao Ministry of Industry and Commerce to explore cooperation in developing fuel and natural gas supply networks in Laos [1] - Miniso Group (09896) is conducting a preliminary assessment on the potential spin-off listing of its trendy toy business operated under the "TOP TOY" brand [1] - Baiyunshan Pharmaceutical (00874) subsidiary received approval from the National Medical Products Administration for the drug registration certificate of Tadalafil tablets (2.5mg, 5mg) [1] - Huaxing Capital Holdings (01911) portfolio company Circle successfully listed on the New York Stock Exchange, marking the first IPO milestone in the global stablecoin sector [1] - China National Nuclear Corporation (01763) plans to initiate its first irradiation station cooperation project in Peru [1] Operating Performance - Yuexiu Property (00123) reported a cumulative contract sales amount of approximately 50.7 billion yuan in the first five months, an increase of about 26.5% year-on-year [1] - China Overseas Land & Investment (00688) recorded a cumulative property sales amount of approximately 90.4 billion yuan in the first five months, a decrease of 11.1% year-on-year [1] - Shimao Group (00813) reported a cumulative contract sales total of 11.2 billion yuan in the first five months, a decrease of 18.71% year-on-year [1] - Zhongliang Holdings (02772) achieved a cumulative contract sales amount of approximately 5.37 billion yuan in the first five months, a decrease of 33.38% year-on-year [1] - GAC Group (02238) experienced a year-on-year decline in May's automobile production by 8.16% and a sales drop of 24.80% [1] - Poly Property Group (00119) achieved a contract sales amount of approximately 21.8 billion yuan in the first five months, an increase of 3.81% year-on-year [1] - New天绿色能源 (00956) completed a power generation volume of approximately 7.29 million megawatt-hours in the first five months, an increase of 10.86% year-on-year [1]

国资专家认为，央企市值管理已从政策倡导转向实质性落地。未来，随着考核机制细化与配套政策完 善，央企估值重塑与市场信心提振值得期待。 今年以来，国务院国资委多次部署提高央企控股上市公司质量，加强市值管理，传递信心、稳定预期。 王学军表示，中核集团充分发挥积极股东作用，"一企一策"制定年度市值管理方案，着力打造一批经营 业绩佳、创新能力强、治理体系优、市场认可度高的一流上市公司集群。 投资者交流季活动中，中核集团旗下中国核电、中国核建、中核国际、中核科技、中国同辐、同方股份 等上市公司集体亮相。 近期多家央企密集举办业绩说明会、投资者集中交流活动等，纷纷表示提升分红比例、更好回报投资 者，并提出做优主业、加强创新、深化改革等，打好提质增效"组合拳"，进一步提振市场信心。 6月6日，在中核集团第三届上市公司集中投资者交流季活动中，中核集团总会计师王学军表示，去年中 核集团高度重视控股上市公司市场价值表现，市值合计约2600亿元，全年增幅超过30%。完成对中国核 电、同方股份增持，提振投资者信心。 分红是市值管理的基础性工具。中国核电自上市以来连续10年实施现金分红，每年以现金分配利润的比 例都达到了35%以上，20 ...

新华财经南京6月6日电（记者安娜）中核集团党组成员、总会计师王学军6日表示，2024年，中核集团 旗下上市公司市值合计约2600亿元，全年增幅超过30%。 记者在此次活动上了解到，2025年是我国核工业创建七十周年，也是中核集团"追求卓越年"，中核集团 将以卓越的经营绩效和管理效能支撑控股上市公司高质量发展，充分发挥资本市场功能，助力产业转型 升级，促进科技、产业和金融高水平循环，以核工业全产业链为根基，以科技创新为引擎，深度协同上 下游合作伙伴，共建核工业生态圈，为我国建设世界核科技强国提供战略支撑。 王学军在当日于南京举办的中核集团第三届上市公司集中投资者交流季活动上说，中核集团高度重视控 股上市公司市场价值表现，2024年中核集团旗下多家上市公司获得交易所信息披露考核A级。 （文章来源：新华财经） 从中核集团旗下上市公司具体表现来看，中国核电顺利完成2024年A股140亿元再融资项目；中国核建 持续强化核电建造能力，积极开拓国际市场，高质量完成国际热核聚变实验堆（ITER）项目多个里程 碑节点，与法国电力集团签署系列合作协议；同方股份强化战略引领和创新驱动，核技术应用成果不断 涌现，市场开发成果显著，海 ...

智通财经APP获悉，港股恒生指数涨0.42%，涨98点，报23752点；恒生科技指数涨0.92%。港股早盘成 交1241亿港元。 金力永磁(06680)再涨超13%，海外中重稀土价格大幅上涨，有望逐步向国内传导。 快手-W(01024)涨超4%，可灵AI近期推出全新2.1系列模型，机构看好其盈利能力加速提升。 鸿腾精密(06088)涨超13%，海外AI龙头维持积极资本开支规划，公司AI业务显著受益。 心动公司(02400)涨6.5%，《伊瑟》国际服今日上线，机构看好公司业绩增长。 阅文集团(00772)再涨5.72%，近日收购艺画开天26.67%股权，IP+AI战略有望释放更多价值。 巨子生物(02367)再跌超5.63%，较前高已跌近28%，旗下生物护肤品牌可复美深陷成分争议。 龙蟠科技(02465)跌超4%，拟折让近9%配股，净筹1.17亿港元。 微盟集团(02013)涨4.76%，微盟导购Agent产品再度升级，公司有望受益微信电商发展。 中国同辐(01763)再涨超11%，近日氟[18F]贝他嗪注射液启动III期临床试验。 天立国际控股(01773)涨近12%，机构称民办高中学历学校中长期或持续受益行 ...

智通财经APP获悉，截止2024年7月4日，全球有88款放射性新药获批上市，仅有18款用于治疗。 2021年至今，我国政策从同位素保障、新药审评审批、核医学科建设等各个方面给予大力支持，有望促 进核药行业发展。 平安证券发布研究报告称，核药独特的诊疗优势叠加已上市核药出色的临床和市场表现，国内外药企近 年频频通过收购加速布局核药赛道。预计2023-2030年，我国核药市场规模将以CAGR 26.6%从50亿元增 长至260亿元。 在核药领域，港股最典型的就包括远大医药。中金发布研报称，维持远大医药(00512)2025年/2026年归 母净利润预测21.31亿元/22.35亿元不变。据悉，5月6日，公司公告全球创新产品STC3141中国II期临床 研究成功达到临床终点。该行认为若STC3141未来得以商业化，将和公司现有管线形成良好的协同。智 通财经APP获悉，3月份中金研报给出远大医药目标价7.20港元；5月份又调升到8港元。 近年来，随着人们对健康的重视程度不断提高以及医疗技术的飞速发展，核药市场呈现出蓬勃发展的态 势。 中信证券发布研究报告称，靶向放射性核素疗法(Targeted Radionuclid ...

Company Overview - As of December 31, 2024, the company has established a network of 37 medical centers and 7 R&D and production bases, serving over 18,000 medical institutions and more than 60 million people annually[10]. - The company employs 3,367 staff as of December 31, 2024, and was listed on the Main Board of the Stock Exchange on July 6, 2018[7]. - The company has a stock code of 1763 and was listed on July 6, 2018[25]. - The company has appointed Ms. Wang Cangren and Ms. Kwan Sau In as joint company secretaries[22]. - The company’s auditor is Shinewing (HK) CPA Limited[22]. - The company has established various committees under the board, including the Audit and Risk Management Committee and the Science and Technology Innovation Committee[21]. Financial Performance - The company achieved an operating income of RMB 7.575 billion, representing a year-on-year increase of 14.2%[30]. - Total profit reached RMB 1.045 billion, reflecting a year-on-year increase of 13.3%[30]. - Net profit was RMB 880 million, also showing a year-on-year increase of 13.3%[30]. - As of December 31, total assets amounted to RMB 14.767 billion, with net assets totaling RMB 7.745 billion[33]. - The gearing ratio stood at 47.56%[33]. - For the year ended December 31, 2024, the company achieved revenue of RMB 7,574.8 million, representing a year-on-year increase of 14.2%[110]. - The net profit for the same period was RMB 879.5 million, reflecting a year-on-year increase of 13.3%, with net profit attributable to the parent company reaching RMB 406.6 million, up 9.6% year-on-year[110]. - The gross profit margin decreased to 48.6% from 52.5% in the previous year, while the operating profit margin slightly improved to 14.3%[106]. Market Position and Products - The company supplies over 40,000 sets of ancillary radioactive source equipment and has captured nearly 70% of the large-scale Class A radiotherapy equipment market in China, making it the leading brand in this category[10]. - CIRC is the largest manufacturer of imaging diagnostic and therapeutic radiopharmaceuticals in China, and the only service provider covering the entire process of irradiation stations[8]. - The company launched the sodium fluorine-18 injection, the first PET imaging agent approved for bone imaging in China, filling a market gap[114]. - The therapeutic sodium iodine-131 capsule's negotiated price was officially implemented, meeting more clinical needs[114]. - The Group's nuclear medical equipment and related services generated RMB1,223.0 million in revenue, marking a year-on-year growth of 31.0%[129]. Research and Development - In 2024, the company achieved a significant milestone with the completion of the first domestic production line for carrier-free lutetium-177 with an annual output of 10,000 curies and a production capacity of thousands of germanium-gallium generators, marking the capability for large-scale commercial production of these nuclides in China[35][36]. - The annual R&D investment reached RMB 660 million, representing a year-on-year increase of 3.3%, with an investment intensity of 8.6%[35][36]. - The company was granted 224 new patent authorizations in 2024, including 65 invention patents[35][43]. - The R&D team consists of 507 personnel focused on optimizing production technologies and developing new products, contributing to technological innovation across various industrial fields[165]. Strategic Initiatives - The company aims to enhance its core functions and competitiveness, focusing on the "6+N" industrial layout, which includes nuclides, nuclear medicines, and irradiation applications[11]. - The company is committed to providing integrated solutions for nuclear medicine and radiotherapy, contributing to the development of a "strong nuclear power nation" and a "healthy China"[7]. - The company is implementing the "Healthy China" strategy to enhance core functions and competitiveness[33]. - The company aims to stabilize growth, strengthen innovation, and promote reform in the nuclear healthcare sector[33]. - The Group aims to support the "Healthy China" strategy by providing integrated solutions for nuclear medicine and radiotherapy, enhancing healthcare delivery across the country[181]. International Expansion - The company won the bid for a million-curie gamma irradiation station project in Bangladesh, marking its first breakthrough in overseas government agency EPC projects[36][41]. - The Group successfully signed the irradiation station project of Bangladesh Nuclear Agricultural Research Institute in 2024, marking the first overseas government agency irradiation station and the first overseas EPC project[140]. - The overall supply project of nuclear medical equipment in Nigeria was successfully signed, representing the first successful implementation of the Group's overall nuclear medical equipment supply project[140]. - The Group improved its layout in the ASEAN market with the successful export of cold medicine supporting radiopharmaceuticals to Thailand, contributing to new growth in export revenue[140]. Corporate Governance and Changes - The company appointed Mr. Han Yongjiang as the Chairman of the Strategy Committee on September 25, 2024[19]. - The company reported a resignation of Mr. Chen Shoulei from the Audit and Risk Management Committee on June 14, 2024, due to a change in work arrangement[17]. - The company experienced the unfortunate passing of Mr. Tian Jiahe on July 21, 2024, due to illness[19]. - The company reported the resignation of Ms. Liu Xiuhong from the Remuneration and Appraisal Committee on March 28, 2025, due to a change in work arrangement[18]. Social Responsibility and Community Engagement - Over 700 public welfare activities were conducted during the reporting period, demonstrating the company's commitment to social responsibility[114]. - The Group is committed to enhancing nuclear medicine's role in diagnosing and treating major diseases, contributing to the "Healthy China" initiative[200]. - The Group's focus on quality has resulted in multiple national awards for quality control groups and trustworthy teams[197]. Technological Advancements - The company has entered the high-end radiotherapy equipment market in collaboration with U.S. Accuray, focusing on advanced technologies such as spiral tomography systems and radiosurgery robots[8]. - The world's first spiral tomotherapy system, Tomo C, was officially completed and delivered from CNNC Accuray's Tianjin plant on June 25, 2024[49]. - The Precision treatment planning system for the Tomo C was approved by the National Medical Products Administration on June 5, 2024, providing a comprehensive treatment planning solution[62]. - The Group's digital transformation initiatives include real-time data collection and analysis of key equipment, aimed at optimizing operational processes[167]. Industry Trends and Future Outlook - By 2023, the direct economic output value of China's nuclear technology application industry was approximately RMB240 billion, with an industry scale of about RMB540 billion, maintaining a growth rate of 15% to 20% for several consecutive years[102][104]. - The Three-Year Action Plan for the High-Quality Development of Nuclear Technology Application Industry (2024-2026) aims for the annual direct economic output value to reach RMB400 billion by 2026, indicating strong future growth prospects[102][104]. - The nuclear technology application industry aligns with national strategies such as Healthy China and is supported by various government initiatives aimed at enhancing public health and medical technology[100][101].

本公司综合考虑了历史因素、市场条件、资源条件及中核集团"整体•协同"的要求，订立《增资协 议》，引入战略投资者筹集资金，所募集资金将全部用于补充四川同源放射源研发生产基地项目的项目 建设及经营资金，有利于四川同源保持合理的资产负债结构。 同时，订立《增资协议》，有助于利用股东各自研发和生产优势，实现资源共享，加速推动放射源原料 国产化，为四川同源构建稳定的原料供应渠道，有助于发挥四〇四成都及成都核总的产业协同发展效 应，符合本公司及股东的整体利益。 智通财经APP讯，中国同辐(01763)发布公告，本公司附属公司中核高通于2025年3月28日与四〇四成 都、成都核总及四川同源订立《增资协议》。四〇四成都及成都核总同意以货币进行出资，对中核高通 全资附属公司四川同源分别增资人民币1234.57万元及人民币1111.11万元。增资完成后，四川同源的注 册资本将由人民币1亿元增加至人民币1.23亿元，中核高通、四〇四成都及成都核总将分别持有四川同 源81%、10%及9%的股权，四川同源将仍为中核高通(本公司附属公司)的附属公司。 四川同源成立于2019年5月，是由中核高通出资建设的对标国际一流的放射源研发生产基地。 ...

Financial Performance - The total revenue for the year ended December 31, 2024, was RMB 7,574,756,000, representing an increase of 14.2% compared to RMB 6,634,992,000 in 2023[4] - Gross profit for the same period was RMB 3,682,832,000, up from RMB 3,482,239,000, indicating a growth of 5.7%[4] - Operating profit increased to RMB 1,086,382,000, a rise of 15.3% from RMB 941,598,000 in the previous year[4] - Net profit for the year was RMB 879,537,000, compared to RMB 776,130,000 in 2023, marking an increase of 13.3%[4] - Basic and diluted earnings per share rose to RMB 1.27 from RMB 1.16, reflecting a growth of 9.5%[4] Assets and Liabilities - Non-current assets increased to RMB 5,849,059,000 from RMB 4,997,241,000, a growth of 17.1%[6] - The company's total assets less current liabilities reached RMB 9,743,980,000, up from RMB 8,937,789,000, indicating an increase of 9.0%[6] - The total equity attributable to shareholders increased to RMB 5,005,301,000 from RMB 4,693,320,000, representing a growth of 6.6%[7] - Trade receivables as of December 31, 2024, totaled RMB 5,155,122,000, an increase of 26.4% from RMB 4,080,997,000 in 2023[30] - Current assets decreased slightly by 1.2% from RMB 3,940.5 million in 2023 to RMB 3,894.9 million in 2024, mainly due to a reduction in cash and an increase in bank loans[98] Revenue Breakdown - The revenue from radiopharmaceutical sales was RMB 4,167,606,000 in 2024, up from RMB 4,017,476,000 in 2023, reflecting a growth of 3.7%[14] - The revenue from nuclear medical equipment sales increased to RMB 912,477,000 in 2024, compared to RMB 706,124,000 in 2023, marking a growth of 29.2%[14] - The group’s revenue from technical services rose to RMB 552,522,000 in 2024, up from RMB 349,390,000 in 2023, representing an increase of 58.2%[14] - The revenue from irradiation services was RMB 172,788,000 in 2024, compared to RMB 161,687,000 in 2023, showing a growth of 6.9%[14] - The group’s revenue from medical device sales increased to RMB 801,650,000 in 2024, up from RMB 544,690,000 in 2023, reflecting a growth of 47.0%[14] Expenses and Costs - Total other income for 2024 was RMB 77,518,000, a significant decrease of 67.8% compared to RMB 240,928,000 in 2023[23] - Total employee costs for 2024 were RMB 886,024,000, up from RMB 867,378,000 in 2023, reflecting a rise of 2.0%[25] - Sales cost rose by 23.4% from RMB 3,152.8 million in 2023 to RMB 3,891.9 million in 2024, primarily due to increased sales costs in nuclear medical equipment and related services[86] - Administrative expenses, R&D costs, and credit impairment losses increased by 3.7% from RMB 1,013.2 million in 2023 to RMB 1,050.3 million in 2024, while the percentage of these costs to revenue decreased from 15.3% to 13.9%[90] - Financial expenses grew by 34.0% from RMB 36.1 million in 2023 to RMB 48.4 million in 2024, primarily due to increased external borrowing for funding needs[91] Dividends and Shareholder Information - The company proposed a final dividend of RMB 0.309 per share for 2024, slightly down from RMB 0.3131 per share in 2023[29] - The expected payment date for the final dividend is before August 2, 2025[131] - Shareholders listed on June 12, 2025, will receive the final dividend for the fiscal year 2024, pending approval at the annual meeting[134] Research and Development - Research and development expenses were RMB 300,286,000, slightly down from RMB 306,051,000 in 2023, showing a decrease of 1.5%[4] - The group applied for 274 patents and obtained 224 patent grants during the reporting period, enhancing its technological capabilities[48] - The company has a talent pool of 507 R&D personnel, including 1 foreign expert, 9 national-level talents, and 11 provincial-level talents, focusing on production technology optimization and new product development[58] Market Expansion and Collaborations - The group is actively expanding its international market presence, participating in various global industry conferences to enhance brand recognition[46] - The company is committed to supporting the "Healthy China" strategy by providing comprehensive solutions for nuclear medicine and radiation therapy[65] - The company is actively pursuing international collaborations and expanding its product offerings in the nuclear medicine sector, including the introduction of new isotopes[42] Corporate Governance and Compliance - The company has complied with the Corporate Governance Code and has established a modern corporate governance framework[124] - The Audit and Risk Management Committee has reviewed the consolidated financial results for the year ending December 31, 2024[126] - The company has not disclosed any significant adverse changes in its financial and operational conditions as of December 31, 2024[111]