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异动盘点0123 | 透云生物今早放量闪崩跌超60%,黄金股反弹;稀土概念股走高,热门中概股普涨
贝塔投资智库· 2026-01-23 04:06
Group 1 - Sanhua Intelligent Control (02050) saw a decline of over 3.4% after announcing a share reduction plan involving the actual controller and several directors, with a total of up to approximately 10.2 million A-shares to be sold between February 24, 2026, and May 23, 2026 [1] - Tuo Yun Biotechnology (01332) experienced a significant drop of over 60%, nearly erasing gains since October 2022, following stock movements involving major shareholders [1] - Zhongwei New Materials (02579) increased by over 5% as the company announced securing 5-6 billion wet tons of nickel ore resources and establishing four nickel raw material industrial bases in Indonesia [1] Group 2 - InnoCare Pharma (03696) rose over 6%, reaching a new high of 62.9 HKD, after receiving FDA approval for its oral NLRP3 inhibitor ISM8969 for Parkinson's disease treatment [2] - Solar stocks surged, with Kaisa New Energy (01108) up 17.85% and other companies like Fuyao Glass (06865) and Xinyi Solar (00968) also showing significant gains, driven by a report indicating a new phase in commercial space deployment [2] - Jiangnan Buyi (03306) fell nearly 7% after announcing a placement of 14.535 million shares at a discount to the market price [2] Group 3 - Lithium stocks rose, with Ganfeng Lithium (01772) up 5.22% and Tianqi Lithium (09696) up 2.88%, following a report of a significant increase in lithium carbonate contract prices [3] - Rongchang Bio (09995) increased nearly 2% after UBS expressed a positive outlook on its collaboration with AbbVie, which includes substantial milestone payments [4] - DCH Holdings (00179) fell nearly 7% as it reported a slight decline in revenue for the nine months ending December 31, 2025 [4] Group 4 - Gold stocks rebounded, with Chifeng Jilong Gold Mining (06693) up 6.99% and others also showing gains, as spot gold prices reached a new high of over $4,960 per ounce [4] - Bitgo Holdings (BTGO.US) debuted on the US stock market, rising 2.72% as a leading cryptocurrency custody provider [5] - Rare earth stocks surged, with USA Rare Earth (USAR.US) up 17.49% after announcing partnerships to advance its Round Top project [5] Group 5 - The Nasdaq Golden Dragon China Index opened up 1.6%, with major Chinese stocks like Li Auto (LI.US) and Alibaba (BABA.US) showing gains, supported by comments from the People's Bank of China regarding potential monetary easing [6] - Abbott (ABT.US) fell 10.04% after reporting lower-than-expected sales for Q4 2025, despite a year-over-year increase in adjusted EPS [7] - Alibaba (BABA.US) rose 5.05% as it plans to list its semiconductor division, benefiting from investor interest in competing with Nvidia [7]
港股异动 | 江南布衣(03306)跌超6% 拟折让约9%配股 净筹约2.7亿港元
Zhi Tong Cai Jing· 2026-01-23 02:29
智通财经APP获悉,江南布衣(03306)跌超6%,截至发稿,跌6.69%,报19.26港元,成交额9491.5万港 元。 消息面上,江南布衣公布,以每股18.78港元配售1453.5万股。配售股份数目相当于配售事项完成后经扩 大已发行股份总数的约2.73%。配售价较1月22日收市价折让约9.01%。配售事项所得款项总额预期约为 2.73亿港元,而所得款项净额将约为2.7亿港元。所得款项净额将用于加强品牌业务发展;研发投资以进 一步提升综合市场竞争力;及作一般及企业用途。 (原标题:港股异动 | 江南布衣(03306)跌超6% 拟折让约9%配股 净筹约2.7亿港元) ...
江南布衣拟配售1453.5万股 净筹约2.7亿港元
Zheng Quan Shi Bao Wang· 2026-01-23 00:38
配售所得款项净额将用于加强品牌业务发展、研发投资以进一步提升综合市场竞争力,以及一般及企业 用途。 配售股份数量占公司已发行股份总数的约2.80%,以及配售完成后经扩大已发行股份总数的约2.73%。 此次配售事项预计所得款项总额约为2.73亿港元,扣除相关成本及开支后的净额约为2.7亿港元。 江南布衣与配售代理签订协议,拟配售1453.5万股股份。配售价定为每股18.78港元,相较于2026年1月 22日的收市价20.64港元,折让约9.01%。 ...
江南布衣(03306)拟折让约9.01%配售1453.5万股配售股份 净筹约2.7亿港元
Zhi Tong Cai Jing· 2026-01-22 22:59
智通财经APP讯,江南布衣(03306)发布公告,于2026年1月23日(联交所交易时段前),本公司与配售代 理订立配售协议,据此,本公司同意委任配售代理,且配售代理同意作为本公司的代理按竭诚尽力基准 根据配售协议所载的条款并在其条件的规限下,促使合共不少于6名承配人以每股股份18.78港元的配售 价购买1453.5万股配售股份。 假设全部配售股份获悉数配售及认购,则配售事项所得款项总额预期约为2.73亿港元,而所得款项净额 (经扣除所有相关成本及开支,包括佣金及征费)将约为2.7亿港元。按此计算,每股配售股份的净价将约 为18.58港元。配售事项所得款项净额将用于(i)加强品牌业务发展;(ii)研发投资以进一步提升综合市场竞 争力;及(iii)作一般及企业用途。 配售股份数目相当于:(a)于本公告日期已发行股份总数的约2.80%;及(b)配售事项完成后经扩大已发行 股份总数的约2.73%(假设由本公告日期至配售事项完成期间,除本公司发行配售股份外,已发行股份总 数并无变动)。配售价较于2026年1月22日(即紧接配售协议日期前当日)在联交所所报每股股份20.64港元 的收市价折让约9.01%。 ...
江南布衣(03306) - 根据一般授权配售新股份

2026-01-22 22:10
根據一般授權 配售新股份 整體協調人、配售代理及資本市場中介人 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。 本公告或其任何副本概不得直接或間接在美國,或在刊發或派發本公告屬違法的任 何其他司法權區內刊發或派發。 本公告僅供參考,並不構成收購、購買或認購本公司任何證券的邀請或要約。 本公告並不構成在美國購買或認購證券的任何要約或招攬或其一部分。本公告所述 證券並未且將不會根據一九三三年美國證券法(「美國證券法」)進行登記,亦不會在 美國提呈發售或出售,除非根據美國證券法作出登記或獲豁免或為毋須根據美國證 券法作出登記之交易。本公司無意根據美國證券法登記本公告內所指之任何證券, 或在美國進行證券之公開發售。 (於開曼群島註冊成立的有限公司) JNBY Design Limited (股份代號:3306) 江南布衣有限公司 – 1 – 董事會欣然宣佈,於二零二六年一月二十三日(聯交所交易時段前),本公司與配 售代理訂立配售協議,據此,本公司同意委任配售 ...
智通港股通资金流向统计(T+2)|1月21日





智通财经网· 2026-01-20 23:33
Group 1 - The top three companies with net inflow of southbound funds are SMIC (10.84 billion), Xiaomi Group (8.70 billion), and Hua Hong Semiconductor (5.82 billion) [1] - The top three companies with net outflow of southbound funds are China Mobile (-11.60 billion), Alibaba Health (-4.83 billion), and Kuaishou-W (-4.55 billion) [1] - In terms of net inflow ratio, Qinhuangdao Port (82.38%), 361 Degrees (76.04%), and Southern Hong Kong Stock Connect (62.50%) lead the market [1] Group 2 - The top ten companies with the highest net inflow include SMIC (10.84 billion, 15.56%), Xiaomi Group (8.70 billion, 11.77%), and Hua Hong Semiconductor (5.82 billion, 15.18%) [2] - The top ten companies with the highest net outflow include China Mobile (-11.60 billion, -39.71%), Alibaba Health (-4.83 billion, -20.48%), and Kuaishou-W (-4.55 billion, -15.50%) [2] - The top three companies with the highest net inflow ratio are Qinhuangdao Port (82.38%), 361 Degrees (76.04%), and Southern Hong Kong Stock Connect (62.50%) [2][3] Group 3 - The top three companies with the highest net outflow ratio are Jiangnan Buyi (-60.89%), Yancoal Australia (-60.02%), and Standard Chartered Group (-56.28%) [3] - Other notable companies with significant net outflow include Tianli International Holdings (-55.78%) and China Shenhua Energy (-48.70%) [3]
江南布衣(03306) - 截至二零二五年十二月三十一日止股份发行人的证券变动月报表

2026-01-05 08:40
股份發行人及根據《上市規則》第十九B章上市的香港預託證券發行人的證券變動月報表 | 截至月份: | | --- | | 2025年12月31日 | | 狀態: | | 新提交 | 致:香港交易及結算所有限公司 FF301 II. 已發行股份及/或庫存股份變動 | 1. 股份分類 | 普通股 | 股份類別 | 不適用 | | 於香港聯交所上市 (註1) | 是 | | | --- | --- | --- | --- | --- | --- | --- | --- | | 證券代號 (如上市) | 03306 | 說明 | | | | | | | | | 已發行股份(不包括庫存股份)數目 | | 庫存股份數目 | | 已發行股份總數 | | | 上月底結存 | | | 518,750,000 | | 0 | | 518,750,000 | | 增加 / 減少 (-) | | | 0 | | 0 | | | | 本月底結存 | | | 518,750,000 | | 0 | | 518,750,000 | 公司名稱: 江南布衣有限公司 呈交日期: 2026年1月5日 I. 法定/註冊股本變動 | 1. 股份分類 | ...
江南布衣(03306.HK):成长积极分红可观
Ge Long Hui· 2025-12-12 03:04
Group 1 - The company reported FY25 revenue of 5.5 billion, a year-on-year increase of 4.6%, and a net profit of 900 million, up 6.0% year-on-year, with a gross margin of 65.6%, down 0.3 percentage points [1] - The company is enhancing brand strength by adhering to a dual-driven strategy of design and brand power, multi-brand scalable development, and fan economy, celebrating its 30th anniversary with a theme of "born unique, standing diverse" [1] - The company has enriched its brand matrix by acquiring the contemporary art and lifestyle brand "B1OCK," providing customers with a broader selection and unique shopping experience [1] Group 2 - The total number of independent retail stores operated globally increased from 2,025 after restructuring on June 30, 2024, to 2,117 by June 30, 2025, with 961 stores under the JNBY brand [2] - The retail network covers all provinces, autonomous regions, and municipalities in mainland China, as well as 10 other countries and regions globally [2] - The contribution of group members to retail sales exceeded 80% of total retail sales, with active member accounts reaching 560,000, and the number of accounts with annual purchases over 5,000 RMB exceeding 330,000, contributing over 60% of offline retail sales [2] Group 3 - Based on FY25 performance and brand resilience, the company adjusted its profit forecasts for FY26-28, expecting net profits of 935 million, 1.024 billion, and 1.086 billion RMB respectively, with corresponding P/E ratios of 10, 9, and 9 [2]
港股评级汇总:中信证券维持快手买入评级
Xin Lang Cai Jing· 2025-12-11 07:20
Group 1 - Citic Securities maintains a "Buy" rating for Kuaishou-W (01024.HK), highlighting the significant upgrade of Kuaishou's AI capabilities, which is expected to drive commercial growth and optimize platform ecology and profit margins [1] - CICC maintains an "Outperform" rating for Hang Lung Properties (00101.HK) with a target price of HKD 9.46, noting the company's strategic expansion in Wuxi, which will increase retail space by 38% and enhance its luxury positioning [1] - Citic Securities maintains a "Buy" rating for Giant Bio (02367.HK) with a target price of HKD 44, despite a downward adjustment in profit forecasts due to sales pressure during the Double Eleven shopping festival [1] Group 2 - Citic Securities maintains a "Buy" rating for Xiaomi Group-W (01810.HK), reporting a significant increase in automotive business revenue, which reached RMB 28.3 billion, a year-on-year growth of 197.9%, marking its first profitable quarter [2] - Citic Securities maintains a "Buy" rating for Kelun-Biotech (06990.HK), emphasizing the company's collaboration with Crescent on ADC and dual antibody development, which includes an upfront payment of USD 80 million and potential milestone payments of up to USD 1.25 billion [3] - Citic Securities maintains a "Buy" rating for Virginie (02199.HK) with a target price of HKD 3.5, reporting a 25.7% year-on-year growth in net profit despite tariff disruptions, driven by strong performance in activewear and new business expansions [4] Group 3 - Tianfeng Securities maintains a "Buy" rating for Jiangnan Buyi (03306.HK), forecasting a revenue and net profit growth of 4.6% and 6.0% respectively for FY25, supported by a growing high-spending membership base [5] - Tianfeng Securities maintains a "Buy" rating for Kelun-Biotech (06990.HK), projecting a narrowing of net losses to a profit of RMB 561 million by 2027, highlighting the potential of its ADC product [6] - Everbright Securities maintains a "Buy" rating for Laopu Gold (06181.HK) with a target price of HKD 804.64, reporting a substantial increase in revenue and net profit for the first half of 2025, driven by the growing market for traditional gold products [7][8]
江南布衣联手芝麻信用:免费1v1定制穿搭 让原创设计触手可及
Zheng Quan Ri Bao Wang· 2025-12-08 11:13
Core Viewpoint - Jiangnan Buyi collaborates with Sesame Credit to offer a unique "BOX+ Not Just a Box" customized styling service for users with a credit score of 800+, enhancing the consumer experience by linking creditworthiness with premium fashion services [1][4]. Group 1: Collaboration and Service Offering - The partnership between Jiangnan Buyi and Sesame Credit aims to provide high-credit individuals with a free trial of the "BOX+ Not Just a Box" service, emphasizing the concept that "credit equals value" [1][4]. - The service allows users with a Sesame Credit score of 800 or above to enjoy a one-time free customized styling experience, promoting a "try before you buy" model [4][5]. Group 2: Quality and Experience - The "BOX+ Not Just a Box" service maintains high standards by utilizing Jiangnan Buyi's eight original designer brands and a team of experienced stylists with over five years in the fashion industry [5]. - The service includes a five-day free trial period for trying on outfits, with free return shipping and dedicated one-on-one stylist support to address any styling questions [6]. - After completing the service, users can unlock Jiangnan Buyi membership, earning double points that can be redeemed for gifts and exclusive event access, thereby extending the value of the single experience [6].