近日，由中信建投资本管理有限公司（以下简称"中信建投资本"）与漳州片仔癀投资管理有限公司、漳州片仔癀资产经营有限公司、漳州市产业股权 投资有限公司、漳州高鑫发展有限公司、漳州市旅游投资集团有限公司、桐乡市金凤凰服务业发展集团有限公司、桐乡市华笙商业管理有限公司、桐 乡市产融桐富创业投资合伙企业（有限合伙）共同发起设立的漳州高鑫润信大健康产业投资合伙企业（有限合伙）（以下简称"漳州高鑫润信大健康 基金"）在中国证券投资基金业协会完成备案。 来源：中信建投资本 每日｜荐读 论坛： 2025母基金年度论坛圆满举办：内地携手香港，共话科创时代中国力量 荐读： 重新发现香港：科创时代的新蓝图 榜单： 「2025投资机构软实力排行榜」正式发布 热文： 今天，LP、GP都往厦门飞 漳州高鑫润信大健康基金由中信建投资本担任基金管理人、普通合伙人及执行事务合伙人。基金总规模10亿元，主要投资领域为医疗健康领域，包 含药品、医疗器械、医疗健康上游供应链及零部件、食品保健品、合成生物、化工材料、消费医疗等大健康相关赛道，对非上市企业（重点关注成长 期以及早期创业投资项目）进行股权投资。 ...

证券代码：601066 证券简称：中信建投 公告编号：临 2025-055 号 中信建投证券股份有限公司 关于间接全资附属公司根据中期票据计划进行发行 并由全资子公司提供担保的公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈 述或者重大遗漏，并对其内容的真实性、准确性和完整性依法承担法律责任。 重要内容提示： 担保对象及基本情况 | | 被担保人名称 本次担保金额1 | CSCIF 0.30 | Hong 亿美元 | Kong Limited | | --- | --- | --- | --- | --- | | 担保 | 实际为其提供的担保余额 | 人民币 | 107.46 | 亿元 | | 对象 | | | | | | | 是否在前期预计额度内 | □是 额度 | □否 | 不适用：公司未预设担保 | | | 本次担保是否有反担保 | □是 | 否 | □不适用 | 累计担保情况 1 / 4 对外担保逾期的累计金额（人民币亿元） - 截至本公告日上市公司及其控股子公司 对外担保金额（人民币亿元） 413.94 对外担保金额占上市公司最近一期经审 计净资产的比例（%） 38.88% ...

帝奥微首次公开发行股票募集资金总额为262,792.40万元，扣除发行费用后募集资金净额为241,560.20万 元。帝奥微最终募集资金净额比原计划多91,560.20万元。帝奥微于2022年8月17日发布的招股说明书显 示，该公司拟募集资金150,000.00万元，分别用于模拟芯片产品升级及产业化项目、上海研发设计中心 建设项目、南通研发检测中心建设项目、补充流动资金。 帝奥微首次公开发行股票的发行费用总额21,232.20万元，其中，保荐及承销费用18,081.51万元。 （责任编辑：马欣） 中国经济网北京10月22日讯 帝奥微(688381.SH)今日股价下跌，截至收盘，该股报27.04元，跌幅 8.96%。 帝奥微于2022年8月23日在上交所科创板上市，公开发行股票6,305.00万股，发行价格41.68元/股，保荐 机构（主承销商）为中信建投证券股份有限公司，保荐代表人为王志丹、冷鲲，联席主承销商为太平洋 证券股份有限公司。 上市首日，该股盘中最高价报55.50元，为该股上市以来最高价。该股目前处于破发状态。 ...

传智教育首次公开发行股票募集资金总额为34,047.06万元，扣除发行费用后募集资金净额为29,165.11万 元。传智教育于2020年12月30日披露的招股说明书显示，该公司拟募集资金29,165.11亿元，用于IT职业 培训能力拓展项目、IT研究院建设项目。 传智教育首次公开发行股票的发行费用总额为4,881.94万元，其中，保荐及承销费3,074.00万元。 根据传智教育于2025年4月22日发布的关于股票交易被实施退市风险警示暨股票停牌的公告，公司股票 交易自2025年4月23日起被实施退市风险警示处理，股票简称由"传智教育"变更为"*ST传智"，证券代码 仍为"003032"。 传智教育于2021年1月12日在深交所上市，公开发行股票数量40,244,750股，发行价格为8.46元/股，保 荐机构为中信建投证券股份有限公司，保荐代表人为韩新科、孔林杰。该股目前处于破发状态。 中国经济网北京10月22日讯 *ST传智(003032.SZ)近日披露2025年半年度报告。报告期内，该公司实现营 业收入1.63亿元，同比增长46.39%；实现归属于上市公司股东的净利润-720.30万元，上年同期 为-342 ...

Core Viewpoint - CITIC Construction Investment has initiated coverage on Jiali International, giving it a "Buy" rating, with projected revenues and profits for the years 2025/26, 2026/27, and 2027/28 showing significant growth due to the rising demand in the AI server chassis market [1][2] Group 1: Financial Projections - Expected revenues for Jiali International are projected to be HKD 34.5 billion, HKD 45.0 billion, and HKD 54.0 billion for the years 2025/26, 2026/27, and 2027/28 respectively [1] - The company's attributable profit for the same years is expected to be HKD 2.5 billion, HKD 4.7 billion, and HKD 6.6 billion respectively [1] - For the fiscal year 2024/25, the company is expected to achieve revenue of HKD 32.3 billion, representing a year-on-year growth of 10.8%, and a profit of HKD 2.04 billion, reflecting a year-on-year increase of 20.5% [2] Group 2: Market Dynamics - The AI sector is driving an increase in both volume and price in the server chassis market, with demand for GPU and ASIC servers rising [1] - The average price of chassis products is expected to increase due to higher reliability and cooling requirements for AI servers [1] - The global market for standard server chassis is estimated to be between USD 13.7 billion and USD 20.5 billion, with the potential new AI server chassis market estimated at USD 7.5 billion to USD 10 billion based on assumptions of 5 million units each for GPU and ASIC [1] Group 3: Company Positioning and Strategy - Jiali International is one of the earliest entrants in the server chassis market and holds a leading position globally, with clients including HP, Lenovo, IBM, DELL, and ZTE [2] - The company is actively expanding its AI server product portfolio and has made significant progress with traditional OEMs, NVIDIA, and CSP clients [2] - Jiali International has been included in NVIDIA's list of qualified suppliers and is working on delivering more prototype products in the coming months [2]

Core Viewpoint - CITIC Securities initiates coverage on Jiali International (01050) with a "Buy" rating, projecting revenue growth and profit increases driven by the AI server chassis market expansion [1][2] Group 1: Financial Projections - Expected revenues for Jiali International are projected at HKD 34.5 billion, HKD 45.0 billion, and HKD 54.0 billion for the fiscal years 2025/26, 2026/27, and 2027/28 respectively [1] - The company's attributable profit is forecasted to be HKD 2.5 billion, HKD 4.7 billion, and HKD 6.6 billion for the same fiscal years [1] - For the fiscal year 2024/25, the company is expected to achieve revenue of HKD 32.3 billion, a year-on-year increase of 10.8%, and a profit of HKD 2.04 billion, reflecting a 20.5% year-on-year growth [2] Group 2: Market Dynamics - The AI sector is driving an increase in demand for GPU and ASIC servers, leading to a rise in both volume and price in the server chassis market [1] - The global market for standard server chassis is estimated to be between USD 13.7 billion and USD 20.5 billion, with the potential AI server chassis market estimated at USD 7.5 billion to USD 10 billion based on assumptions of 5 million units each for GPU and ASIC [1] Group 3: Company Positioning and Strategy - Jiali International is one of the earliest entrants in the server chassis market and holds a leading position, serving major clients such as HP, Lenovo, IBM, DELL, and ZTE [2] - The company is actively expanding its AI server product portfolio and has made significant progress with traditional OEMs, NVIDIA, and cloud service providers (CSPs) [2] - Jiali International has been included in NVIDIA's list of qualified suppliers and is working on delivering more prototype products in the coming months [2] Group 4: Challenges and Adjustments - The company faced growth challenges in 2022/23 and 2023/24 due to macroeconomic conditions, rising raw material costs, high industry inventory levels, and weak consumer/investment sentiment [2] - In response to these challenges, the company is adjusting its strategy to capitalize on AI opportunities while continuing to expand its product offerings and customer base [2]

中国经济网北京10月22日讯港通医疗（301515）(301515.SZ)日前披露2025年半年度报告。2025年上半年，公司实 现营业收入2.65亿元，同比下降39.29%；归属于上市公司股东的净利润为-840.44万元，上年同期为1541.37万元； 归属于上市公司股东的扣除非经常性损益的净利润为-1026.93万元，上年同期为1359.35万元；经营活动产生的现金 流量净额为-3914.90万元。 | | 本报告期 | 上年同期 | 本报告期比上年同期增减 | | --- | --- | --- | --- | | 营业收入(元) | 265,246,991.85 | 436, 943, 414. 18 | -39. 29% | | 归属于上市公司股东的净利 润(元) | -8, 404, 410. 35 | 15, 413, 688. 07 | -154. 53% | | 归属于上市公司股东的扣除 非经常性损益的净利润 | -10,269,336.53 | 13, 593, 482. 70 | -175. 55% | | (元) | | | | | 经营活动产生的现金流量净 | -39.149.019 ...

Core Insights - The report from CITIC Securities indicates that Zijin Mining (02899) benefited from rising gold and copper prices, achieving a revenue of 86.49 billion yuan in Q3 2025, a year-on-year increase of 8.1%, and a net profit attributable to shareholders of 14.57 billion yuan, a year-on-year increase of 57.1% and a quarter-on-quarter increase of 11.0% [1] Group 1 - The production of gold significantly exceeded the annual plan's progress [1] - Copper production decreased quarter-on-quarter due to the flooding incident at the Kamoa-Kakula copper mine in the Democratic Republic of Congo, but the company is actively working on resuming production in the eastern section of the Kamoa mine [1] Group 2 - On September 30, Zijin Gold International (02259) successfully listed on the Hong Kong Stock Exchange, setting multiple IPO records for mining companies [1] - As the controlling shareholder of Zijin Gold International, the company stands to benefit from future high growth and potential value re-evaluation, which may enhance its overall market value [1] Group 3 - Zijin Gold International has completed the acquisition of 100% equity in the Raygorodok gold mine in Kazakhstan, with all conditions for the delivery agreement being met or waived as of October 10, 2025 [1]

Core Insights - The report from CITIC Securities indicates that Zijin Mining (02899) benefited from rising gold and copper prices, achieving a revenue of 86.49 billion yuan in Q3 2025, a year-on-year increase of 8.1%, and a net profit attributable to shareholders of 14.57 billion yuan, a year-on-year increase of 57.1% and a quarter-on-quarter increase of 11.0% [1] Group 1 - The production of gold significantly exceeded the annual plan's progress [1] - Copper production experienced a quarter-on-quarter decline due to the flooding incident at the Kamoa-Kakula copper mine in the Democratic Republic of Congo, with the company actively working on the resumption of operations in the eastern section of the Kamoa mine [1] Group 2 - On September 30, Zijin Gold International (02259) successfully listed on the Hong Kong Stock Exchange, setting multiple records for mining company IPOs [1] - As the controlling shareholder of Zijin Gold International, the company stands to benefit from substantial returns from future high-speed growth and potential overall market value enhancement through revaluation [1] Group 3 - Zijin Gold International has completed the acquisition of 100% equity in the Raygorodok gold mine in Kazakhstan, with all conditions precedent for the agreement having been fulfilled or waived as of October 10, 2025 [1]

Group 1 - The Robot ETF (562500) experienced a slight increase of 0.20%, closing at 1.010 yuan, outperforming the CSI Robot Index (+0.17%) and significantly beating the Shanghai Composite Index (-0.19%) [1] - The trading pattern showed a rise followed by a pullback, stabilizing around the moving averages, with a trading volume of approximately 9.6 billion yuan, maintaining high turnover [1] - Among the constituent stocks, 34 rose while 39 fell, indicating a mixed performance within the sector, with notable gainers including CITIC Heavy Industries (+10%) and Haide Control (+7.4%) [1] Group 2 - CITIC Construction Investment noted that the humanoid robot index's relative performance is primarily influenced by Tesla's advancements in robotics, such as performance iterations and hardware finalization [2] - The sector has shifted from thematic investments focusing on new hardware directions to expectations of mass production, with the Gen3 hardware nearing finalization and large-scale production [2] - The upcoming Gen3 release is anticipated to provide clearer guidance on hardware finalization and production, presenting a historic opportunity for the sector [2]