大幅净买入：理想汽车-W(02015.HK)20.93亿港元、石药集团(01093.HK)8.73亿港元、美团- W(03690.HK)4.47亿港元、阿里巴巴-W(09988.HK)3.57亿港元、腾讯控股(00700.HK)1.83亿港元、巨星 传奇(06683.HK)1.76亿港元。 大幅净卖出：中芯国际(00981.HK)20528.94万港元、信达生物(01801.HK)12149.89万港元、国泰君安国 际(01788.HK)7355.61万港元。 成交详情 7月30日消息，南向资金今日成交1706.84亿港元，净流入约117.14亿港元。其中沪港股通净流入约64.27 亿港元，深港股通净流入约52.87亿港元 交易所数据显示，7月30日南向资金动向： 理想汽车W今日跌12.84%，沪港股通净买入18.06亿港元，深港股通净买入2.87亿港元。 石药集团今日涨2.33%，沪港股通净买入5.30亿港元，深港股通净买入3.43亿港元。 美团W今日跌0.93%，沪港股通净买入2.75亿港元，深港股通净买入1.72亿港元。 腾讯控股今日跌1.08%，沪港股通净买入4.36亿港元，深港股通净卖出25286. ...

Core Viewpoint - The collaboration between Superstar Legend and Yushu Technology focuses on developing consumer-grade robots with companionship and social attributes, applicable in both home settings and entertainment events like concerts and shows [1] Funding and Investment Plans - The company recently announced a placement plan, intending to allocate approximately 38.2% (around 124 million HKD) of the funds to expand its retail channel network, which includes vending machines and smart mechanical devices [1] - The smart mechanical devices will encompass the robots developed in collaboration with Yushu Technology, with initial funding plans to be outlined after the completion of the placement [1]

Group 1 - The core viewpoint of the article is that Giant Star Legend Group Limited has entered into a cooperation agreement with Hangzhou Yushu Technology Co., Ltd. to develop and commercialize quadruped robotic dogs with social attributes and companionship functions [1] - The collaboration will focus on creating consumer-grade robotic products with strong IP attributes, with Giant Star Legend responsible for IP planning, design, AI interaction, and global marketing strategies [1] - Yushu Technology will handle the foundational aspects, hardware development, production, and related application research for the cooperative products [1] Group 2 - Both companies will jointly promote and sell the cooperative products, marking an important attempt by Giant Star Legend to extend its IP business into a new industrial ecosystem [1] - This partnership aims to innovate business models in the high-tech sector, providing new market opportunities and commercial value for both parties [1]

Core Viewpoint - The stock of Giant Legend has surged significantly, driven by a partnership with Hangzhou Yushu Technology and the influence of celebrity Jay Chou, resulting in a nearly 200% increase since July [1][3][6]. Company Developments - Giant Legend's subsidiary, Xing Chuang Yi Entertainment, has entered a strategic partnership with Hangzhou Yushu Technology to develop consumer-grade robots with strong IP attributes [3]. - The collaboration will focus on four-legged robotic dogs or humanoid robots, with Giant Legend handling IP planning, design, and global marketing strategies, while Yushu Technology will manage technical and hardware development [3]. - The company aims to leverage this partnership to enhance its competitive edge in the entertainment industry, particularly in live performances and shows [3]. Stock Performance - The stock price of Giant Legend experienced a dramatic increase, rising over 36% in a single trading session [4]. - Following Jay Chou's entry into Douyin (TikTok), the stock saw a surge of over 180% within a few days, indicating strong market reaction to celebrity endorsements [1][6]. Financial Performance - In 2024, Giant Legend reported a revenue of 584 million yuan, marking a year-on-year growth of 35.75%, with a net profit of 56.05 million yuan, up 62.4% [6]. - The company's IP creation and operation business generated over half of its revenue, amounting to 314 million yuan [6]. Market Trends - The collaboration between Giant Legend and Yushu Technology exemplifies the effective use of celebrity influence to drive market value, showcasing a unique monetization path through IP and retail [8]. - The trend of integrating popular IPs with consumer products is gaining traction, particularly among younger demographics, as seen with the rise of collectible toys and related merchandise [8].

Group 1 - The core point of the news is the significant stock price surge of Giant Legend, driven by strategic partnerships and celebrity influence, particularly involving Jay Chou [1][2][5] - Giant Legend's stock price increased over 36% in a single trading session, with a total increase of nearly 200% since July [1][3] - The company announced a strategic partnership with Hangzhou Yushu Technology to develop consumer-grade robots, enhancing its IP and marketing capabilities [2][4] Group 2 - Giant Legend's revenue for 2024 reached 584 million yuan, a year-on-year increase of 35.75%, with a net profit of 56.05 million yuan, up 62.4% [4] - The company focuses on IP creation and operation, with its IP business contributing over 50% of total revenue [4] - The collaboration with Yushu Technology and the existing partnership with Pop Mart highlight the company's strategy of leveraging celebrity IP for market growth [5][6]

Group 1 - The core viewpoint of the news is that the collaboration between Giant Star Legend and Yushu Technology has led to a significant surge in the company's stock price, indicating strong market interest in their upcoming consumer-grade robots [1][3] - Giant Star Legend's stock price rose nearly 30% on July 30, 2023, following the announcement of a partnership to develop consumer-grade robots with social and companionship features [1][3] - The partnership will involve Giant Star Legend handling IP planning, design, and global marketing strategies, while Yushu Technology will focus on technology, hardware development, and application programming [1][3] Group 2 - The company plans to allocate approximately 38.2% of the funds raised from a recent share placement (around 124 million HKD) to expand its retail channel network, which includes vending machines and smart mechanical devices [2] - The share placement involves issuing 37.52 million shares at a price of 9.13 HKD per share, which is a discount of about 19.91% from the closing price on July 25, 2023 [2] - The total net proceeds from the placement are expected to be around 324 million HKD, with specific allocations for various business initiatives, including IP exhibitions and general operational funds [2] Group 3 - Giant Star Legend was founded in 2017 and focuses on IP creation and operation, with a notable IP being the character "Zhou Tongxue," based on the famous singer Jay Chou [3][4] - Since its listing on the Hong Kong Stock Exchange in July 2023, the company has attracted significant market attention, with its stock price increasing by 188% year-to-date, reaching a total market capitalization of 12.2 billion HKD [3] - For the fiscal year 2024, the company reported a revenue of 584 million CNY, a year-on-year increase of 35.8%, with IP business revenue growing by 65.1% [3]

巨星传奇就与宇树科技的合作对记者回应指出，双方联合开发的主要是具有陪伴功能与社交属性的消费 级机器人，除了家庭使用外，还会应用于演唱会、表演秀等演艺领域。对于开发消费级机器人的资金规 划，其进一步表示，前不久公司宣布启动配售，计划将约38.2%（约1.24亿港元）用于扩展零售渠道网 络，包括自动贩卖机及智能机械设备，"其中，智能机械设备涵盖了此次和宇树科技合作的机器人，初 步资金规划可以关注公司配售完成后的资金运用计划。" (21财经) ...

| 06683 巨星传奇 | | | | --- | --- | --- | | 1 4 780 +3.540 +31.49% | | 交易中 07/30 09:31 | | 第五四章 章 章 中 | | ● 快捷交易 | | 最高价 15.360 | 开盘价 12.920 | 成交量 2121.55万 | | 最低价 12.920 | 昨收价 11.240 | 成交额 3.08亿 | | 平均价 14.507 | 市盈率TTM 211.43 总市值 127.24亿元 | | | 振 幅 21.71% | 市盈率(静) 211.43 | 总股本 8.6亿 | | 换手率 2.47% | 市净率 12.353 | 流通值 127.24亿 | | 52周景高 17.640 | ≤ H -81.06% | 流通股 8.6亿 | | 52周景低 2.040 | 量 比 38.45 | 每 手 500股 | | 历史最高 17.640 | 股息TTM -- | 股息率TTM -- | | 历史最低 2.040 | 股息LFY -- | 股息率LFY -- | 消息面上，公司公布，公司全资附属公司星创艺文娱有限公司与杭州 ...

Group 1 - The core announcement is that Giant Star Legend has entered into a global strategic cooperation agreement with Hangzhou Yushu Technology Co., Ltd. to collaborate in the development and commercialization of quadruped robotic dogs and robots [1] - Giant Star Legend will be responsible for core IP planning, design, and global marketing strategy, while Yushu Technology will handle technology, hardware development, and production [1] - The partnership aims to integrate resources to explore the commercial value of intelligent robots in performance scenarios, enhance business competitiveness, and develop new business models in the high-tech sector [1] Group 2 - Following the announcement, Giant Star Legend's stock opened high and saw an increase of 24.56%, reaching a price of 14 HKD with a trading volume of 657 million HKD [2]

智通财经获悉，巨星传奇(06683)高开近15%，截至发稿，涨14.95%，报12.92港元，成交额2507.13万港 元。 巨星传奇将负责合作产品核心的IP规划、设计、AI交互，并将主导全球化营销策略等，而宇树科技将负 责合作产品的技术、硬件研发及生产，和相关应用程式的研发等，双方并将共同负责合作产品的推广与 渠道销售。除作为产品销售，集团将透过该合作深度挖掘智能机器人在演唱会、表演秀等场景的商业化 价值，从而提升集团业务竞争力。 本文源自：智通财经网 消息面上，巨星传奇公告，全资附属星创艺(昆山)文娱近日与杭州宇树科技订立合作协议书，将互为全 球战略合作伙伴，计划首先在具有陪伴功能与社交属性的四足机器狗或机器人开发及商业化领域开展合 作，共同打造具有较强IP属性的消费级机器人产品。 ...