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恒指半年检结果揭晓在即!泡泡玛特(09992)等有望“染蓝” 机构看好这些个股入港股通
智通财经网· 2025-08-20 13:36
Group 1 - The Hang Seng Index Company will announce the semi-annual review results of the Hang Seng series indices on August 22, 2025, with changes effective from September 8, 2025 [1] - Major brokerages, including UBS, Huatai Securities, and CICC, have released reports predicting adjustments to the Hang Seng Index, Hang Seng China Enterprises Index, and Hang Seng Composite Index [1][2] - CICC highlights the significant scale of passive funds tracking flagship indices, with ETF sizes for the Hang Seng Index, Hang Seng China Enterprises Index, and Hang Seng Technology Index being approximately $30.35 billion, $6.63 billion, and $26.12 billion respectively [1] Group 2 - Potential candidates for inclusion in the Hang Seng Index include Bank of Communications, Pop Mart, Yum China, XPeng Motors, Huazhu Group, JD Logistics, and Innovent Biologics [1][2] - UBS predicts that stocks likely to be included as blue-chip stocks are WuXi AppTec, Pop Mart, JD Logistics, Kingsoft, and Bank of Communications [2] - Historical data indicates that actual results of the Hang Seng Index's quarterly reviews may differ significantly from predictions based on market capitalization rankings [2] Group 3 - Companies such as Cao Cao Travel, InnoCare Pharma, and Chow Tai Fook are expected to be included in the Stock Connect list, which connects Hong Kong-listed companies with mainland investors [3] - CICC estimates that 19 stocks meet the criteria for inclusion in the Stock Connect, including Cao Cao Travel, InnoCare Pharma, and Nanshan Aluminum [3][4] - UBS forecasts potential additions to the Stock Connect list, including East Asia Bank, InnoCare Pharma-B, and Blue Moon Group [3] Group 4 - Huatai Securities also anticipates that 19 stocks may be added to the Stock Connect, including Yunzhisheng, Huiju Technology, and InnoCare Pharma-B [4] - Historical performance shows that newly included stocks in the Stock Connect tend to outperform the Hang Seng Index during the adjustment period, while stocks removed from the index face significant outflows [4]
映恩生物-B(09606.HK)8月26日举行董事会会议考虑及批准中期业绩
Ge Long Hui· 2025-08-14 08:49
Group 1 - The company, InnoCare Pharma Limited (映恩生物-B), will hold a board meeting on August 26, 2025, to consider and approve its unaudited interim results for the six months ending June 30, 2025 [1]
映恩生物(09606) - 董事会会议日期
2025-08-14 08:31
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,並明確表示概不就因本公告全部或任何部分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。 Duality Biotherapeutics, Inc. 映恩生物 (於開曼群島註冊成立的有限公司) (股份代號:9606) 董事會會議日期 董事會主席、執行董事兼首席執行官 朱忠遠博士 香港,2025年8月14日 於本公告日期,本公司董事會由(i)執行董事朱忠遠博士、張韶壬先生及司文女 士;(ii)非執行董事蔡志洋先生及余濤博士;及(iii)獨立非執行董事謝東先生、 高鳳勇先生及揣姝茵女士組成。 映恩生物(「本公司」)董事會(「董事會」)謹此公佈,本公司將於2025年8月26日 (星期二)舉行董事會會議,藉以(其中包括)考慮及批准本公司及其附屬公司截至 2025年6月30日止六個月之未經審核中期業績及其發佈。 承董事會命 映恩生物 ...
MSCI全球小型股指数调整在即 映恩生物等企业将被纳入
Zheng Quan Ri Bao Zhi Sheng· 2025-08-08 09:41
Core Insights - MSCI announced the results of its quarterly index review for August 2025, including the addition of several companies, such as InnoCare Pharma (Suzhou) Co., Ltd., to the MSCI Global Small Cap Index [1] Group 1 - The adjustment will take effect after the market closes on August 26, 2025 [1] - The inclusion of new companies is expected to lead to increased trading volume during the closing auction on the inclusion day, driven by passive fund buying [1] - While the short-term impact on stock prices is limited, the long-term benefits are anticipated in terms of funding, valuation, and brand recognition [1]
MSCI全球小型股指数调整在即 映恩生物-B(09606)等将被纳入
Zhi Tong Cai Jing· 2025-08-08 06:21
Core Viewpoint - MSCI announced the results of its quarterly index review for August 2025, with several companies, including InnoCare Pharma-B (09606), being added to the MSCI Global Small Cap Index, marking their entry into the "global asset" category [1] Group 1 - The adjustment will take effect after the market closes on August 26 [1] - Newly included companies will experience increased trading volume during the closing auction on the inclusion day due to passive fund buying [1] - While the short-term impact on stock prices is limited, the long-term benefits will be seen in terms of funding, valuation, and brand recognition [1]
MSCI全球小型股指数调整在即 映恩生物-B等将被纳入
Zhi Tong Cai Jing· 2025-08-08 06:20
Core Viewpoint - MSCI announced the results of its quarterly index review for August 2025, with several companies, including InnoCare Pharma-B (09606), being added to the MSCI Global Small Cap Index, marking their entry into the "global asset" category [1] Group 1 - The adjustment will take effect after the market closes on August 26 [1] - Newly included companies will experience increased trading volume during the closing auction on the inclusion day due to passive fund buying [1] - While the short-term impact on stock prices is limited, the long-term benefits will be seen in terms of funding, valuation, and brand recognition [1]
映恩生物(09606) - 截至二零二五年七月三十一日止月份之股份发行人的证券变动月报表
2025-08-06 08:46
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7月31日 狀態: 新提交 致:香港交易及結算所有限公司 公司名稱: 映恩生物 (「本公司」) 呈交日期: 2025年8月6日 I. 法定/註冊股本變動 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) 09606 說明 法定/註冊股份數目 面值 法定/註冊股本 第 1 頁 共 10 頁 v 1.1.1 FF301 上月底結存 200,000,000 USD 0.0001 USD 20,000 增加 / 減少 (-) USD 本月底結存 200,000,000 USD 0.0001 USD 20,000 本月底法定/註冊股本總額: USD 20,000 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) | 09606 | 說明 | ...
独家专访映恩生物创始人朱忠远:用5年打造一个“现象级IPO”,上海是创业的风水宝地
Di Yi Cai Jing· 2025-07-30 12:55
作者 | 第一财经 邹婷、赵怡闻、沈赐韵、孔凡天 爆款、上市、融资、出海,这是今年中国创新药产业的四大关键词。这些动作绝非一朝一夕的博弈,而 是历经过去数年的资本"寒潮"、行业波动和周期冷暖后,自我倒逼、奋力突围、穿越周期的结果。 把镜头拉回上海。去年上海三大先导产业规模达1.8万亿元,其中生物医药产业规模超9800亿元。今 年,这一数字有望突破万亿大关。行业迎来拐点,企业何尝不是。"上海药圈新拐点"系列报道,将独家 专访三家扎根上海的上市药企掌舵人,共同讲述当全球创新药行业进入"中国时间",作为上海打造生物 医药产业高地的侧影,他们如何腾挪和突破,迎接属于自己的新拐点。 节目第一集,将走进一家从上海浦东走出来的"超级IPO"——映恩生物。这家ADC药物的明星企业,于 今年4月上市,创下了2022年以来港股18A最大融资规模。其创始人曾是一位资深投资人,孵化过多家 上市公司。现在他亲自下场,结果会有什么不同?他又为何选择上海?第一财经记者将与之深度对话。 2025.07.30 本 文字数:2393,阅读时长大约4分钟 ...
智通港股早知道 | 纳指、标普再创新高 贵金属、金属与采矿板块涨幅居前
Zhi Tong Cai Jing· 2025-07-21 23:55
Group 1: Market Developments - Hong Kong Stock Exchange will lower the minimum price fluctuation for stocks starting August 4, 2025, following successful market rehearsals and regulatory approvals [1] - The Hang Seng Index's ADR closed at 24,987.99 points, down 6.15 points or 0.02% [3] Group 2: Index Adjustments - The Hang Seng Index announced changes to the calculation method of the Hang Seng Hong Kong Stock Connect Innovative Drug Selection Index, effective from the index review on June 30, 2025 [2] Group 3: Company Earnings - Cathay Pacific reported a 23.3% year-on-year increase in passenger numbers, carrying approximately 2.9 million passengers in June 2025 [8] - China Longgong expects a significant increase in net profit for the first half of 2025, estimated between RMB 590 million and RMB 665 million, representing a year-on-year increase of 29% to 45% [11] - Meitu Company anticipates a 65% to 72% year-on-year growth in adjusted net profit for the first half of 2025 [10] - Hengtou Securities expects a net profit of approximately RMB 239 million for the first half of 2025, a significant increase from RMB 53.87 million in the same period last year [14] - Huiri Group forecasts a consolidated profit of approximately HKD 250 million for the first half of 2025, up from HKD 37 million in the previous year [15] - Harbin Electric anticipates a net profit of approximately RMB 1.02 billion for the first half of 2025, a substantial increase from RMB 523 million in the same period last year [21] Group 4: Strategic Initiatives - Multiple departments released implementation details for cross-border asset management pilot business in Hainan Free Trade Port, allowing foreign investors to invest in various financial products [6] - Dongyangguang Jiangsu Pharmaceutical and Dongyangguang Pharmaceutical's merger agreement was approved by shareholders, with the new entity expected to be listed on August 7, 2025 [13] - Global New Materials International's acquisition of Merck's surface solutions business was approved by a special shareholder meeting, with a transaction value of EUR 665 million [17] Group 5: Industry Trends - GGII reported that China's power battery installation capacity reached approximately 288.1 GWh in the first half of 2025, a year-on-year increase of 44% [5] - The key product DB-1310 from InnoCare Pharma has received fast track designation from the FDA for treating advanced non-small cell lung cancer [20]
港股午评|恒生指数早盘涨0.33% 内银板块延续涨势
智通财经网· 2025-06-10 04:10
Group 1 - The Hang Seng Index rose by 0.33%, gaining 79 points to reach 24,261 points, while the Hang Seng Tech Index fell by 0.33% [1] - Insurance funds continue to increase holdings in Chinese bank stocks, with institutions indicating significant valuation recovery potential for Hong Kong bank stocks [1] - Bank of Communications (01988) rose by 3.47%, China Everbright Bank (06818) increased by 1.86%, and Industrial and Commercial Bank of China (01398) gained 1.68% [1] - Three-Synch Pharmaceutical (01530) surged over 11% to a new high after reaching a significant licensing agreement with Pfizer, with strong ASCO data performance [1] - Innovent Biologics (01801) rose over 3.42%, with a year-to-date increase of over 120%, as Morgan Stanley anticipates further clinical catalysts to boost stock performance [1] - InnoCare Pharma-B (09606) increased by 13%, recently disclosing clinical data for DB-1310, attracting attention from international pharmaceutical giants [1] - China Rare Earth (00769) surged over 17%, following a 60% increase in trading volume, with positive signals for rare earth exports [1] - Pop Mart International (09992) rose by 2.47%, continuing to set historical highs, with its Labubu brand gaining global popularity [1] - Airline stocks continued their recent upward trend, benefiting from falling oil prices and the appreciation of the Renminbi, with institutions optimistic about airline profitability [1] - Air China (00753) rose by 4.5%, China Eastern Airlines (00670) increased by 4.42%, China Southern Airlines (01055) gained 4.18%, and BOC Aviation (02588) rose by 3.42% [1] Group 2 - Zhi Zi Cheng Technology (09911) rose over 7%, approaching historical highs, as the company plans to establish its global headquarters in Hong Kong, with institutions optimistic about future profit margin improvement [2] - Dekang Agriculture and Animal Husbandry (02419) increased by 4.97% to a new high, with the company reporting sales of 869,400 pigs in May, drawing market attention to industry capacity regulation progress [2] - Shide Global (00487) surged nearly 140%, as Australia’s Crown Resorts expressed interest in acquiring the property where the Sixteen Piers Casino is located [2]