PACIFIC SECURITIES(601099)
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“东方红3”科考船赴西北太平洋执行综合科考任务
Yang Shi Xin Wen· 2025-10-14 06:06
据介绍,本航次计划时长35天,共有来自国内多家涉海科研院校的34个课题组、47名科考队员参加。该航次是学校深海前沿中心自主设计实施、开放共享的 常态化科考航次,围绕深海大洋前沿科学问题,在常态化观测的基础上,重点聚焦中尺度涡旋与亚中尺度锋面过程,深入探究动力过程对海洋生物地球化学 循环的调控机制及其生态环境效应。 据了解,"东方红3"科考船是我国自主创新研发的新型深远海综合科考实习船,今年该船已安全、高效、高水平完成了5个深远海科考航次任务,在航时间 240余天,航程达32000海里。 (总台记者 王伟 柳栋) 近日,中国海洋大学"东方红3"科考船从山东青岛启航,赴西北太平洋执行综合科考任务。 ...
研报掘金丨太平洋:维持指南针“买入”评级,加速构建“一体两翼”格局
Ge Long Hui A P P· 2025-10-14 05:31
Core Viewpoint - The report from Pacific Securities highlights the significant growth of the company, with a notable increase in revenue and net profit driven by its financial information services and effective customer acquisition strategies [1] Financial Performance - The company achieved total operating revenue of 935 million yuan in the first half of the year, representing a year-on-year increase of 71.55% [1] - The net profit attributable to shareholders reached 143 million yuan, marking a substantial year-on-year growth of 391.17% [1] Business Model and Strategy - The company has successfully established a dual monetization model of "software fees + brokerage commissions," enhancing the lifetime value of individual users [1] - The large software user base provides a continuous, precise, and sticky flow of customers for the brokerage, contributing to its performance [1] Growth Drivers - The rapid development of the brokerage, Mai Gao Securities, has become a key engine for the company's performance growth [1] - The integration of Pioneer Fund is still in its early stages, with limited short-term contributions to overall performance, but it opens up long-term monetization opportunities [1] Market Conditions - The financial information services business benefits from increased market trading activity, leading to high-speed growth in performance [1] - The rapid development momentum of Mai Gao Securities remains strong, and the integration speed of Pioneer Fund is expected to accelerate, indicating promising long-term collaborative development potential [1]
研报掘金丨太平洋:协鑫集成营业收入与盈利有望见底,维持“买入”评级
Ge Long Hui A P P· 2025-10-14 05:26
Core Viewpoint - GCL-Poly achieved a net profit attributable to shareholders of -327 million yuan in the first half of the year, compared to a profit of 73 million yuan in the same period of 2024, indicating a significant decline in profitability [1] Financial Performance - In Q2, GCL-Poly reported a net profit attributable to shareholders of -129 million yuan, showing a narrowing loss compared to previous quarters [1] - The company's revenue and profitability are expected to stabilize as the industry moves towards "anti-involution," leading to a recovery in pricing [1] ESG and Market Position - GCL-Poly is advancing comprehensive ESG management to enhance its sustainable development brand, leveraging its extensive customer advantages [1] - The company secured significant component procurement orders from major state-owned enterprises, ranking third in the industry for large project bids [1] Market Expansion - GCL-Poly is actively expanding into emerging markets and accelerating the establishment of a global sales network [1]
广和通(00638.HK)预计10月22日上市 引入太平洋资产管理等基石
Ge Long Hui A P P· 2025-10-13 23:00
Core Viewpoint - Guanghetong (00638.HK) plans to globally offer approximately 135 million H-shares, with a pricing range of HKD 19.88 to HKD 21.50 per share, aiming to raise around HKD 2.689 billion for various strategic initiatives [1][3] Group 1: Share Offering Details - The company will offer about 13.51 million shares in Hong Kong and approximately 122 million shares internationally, with the subscription period from October 14 to October 17, 2025 [1] - The expected pricing date is October 20, 2025, and shares are anticipated to start trading on October 22, 2025 [1] Group 2: Company Overview - Guanghetong is a leading provider of wireless communication modules, with products including data transmission modules, smart modules, and AI modules [1] - The company is the second-largest wireless communication module provider globally, holding a market share of 15.4% based on revenue from ongoing operations in 2024 [1] Group 3: Use of Proceeds - Approximately 55% of the net proceeds from the global offering will be allocated for R&D, focusing on AI and robotics technology innovation and product development [3] - About 15% is expected to be used for building manufacturing facilities in Shenzhen over the next five years [3] - The remaining proceeds will be allocated for repaying bank loans (10%), strategic investments or acquisitions (10%), and working capital or other general corporate purposes (10%) [3] Group 4: Cornerstone Investment - The company has entered into cornerstone investment agreements, with cornerstone investors agreeing to subscribe for shares worth approximately HKD 1.253 billion, contingent on certain conditions [2] - If the share price is set at HKD 20.69, cornerstone investors will acquire around 60.57 million shares [2]
三头新生太平洋短吻海豚亮相横琴长隆海洋王国
Zhong Guo Xin Wen Wang· 2025-10-13 13:56
的太平洋短吻海豚宝宝在海豚妈妈的陪伴下亮相横琴长隆海洋王国。长隆海洋王国 供图 据了解,太平洋短吻海豚俗称"太平洋白边海豚",体背呈黑灰色,腹部为白色,体型较其他海豚偏小, 但动作灵敏、游速快,性格外向。 "作为高度群居的动物,太平洋短吻海豚幼崽在群体中学习成长尤为重要。"徐忠祥介绍,目前,三对海 豚母子/女共同生活,为幼崽提供了良好的社会化学习环境。随着海豚幼崽健康成长,游客现可在长隆 海洋王国的"海豚岛"近距离观赏可爱的太平洋短吻海豚,体验人与自然和谐共处的美好场景。(完) 长隆海洋王国海豚保育员徐忠祥介绍,太平洋短吻海豚的孕期约为11至12个月,这三头海豚幼崽分别于 今年6月和7月出生,包括两只雌性幼崽"朵朵""跃跃"以及一只雄性幼崽"浪浪"。目前,三头小海豚生长 发育良好,经常跟随母亲在水中游动、跳跃和嬉戏,展现出日益精湛的活动能力与活泼好动的天性。 据介绍,在海洋生物保育领域,太平洋短吻海豚一直被视为繁育难度较高的物种。它们对生活环境的要 求极为严苛,存活率较低。为模拟其自然栖息环境——北太平洋温带水域,长隆保育团队将水温严格控 制在22至23摄氏度,并精准监测水质的盐度、酸碱度等多项指标,并实施2 ...
太平洋航运:Kristian Helt获委任为执行董事

Zhi Tong Cai Jing· 2025-10-13 10:40
太平洋航运(02343)发布公告,(1)Kristian Helt先生已获委任为公司执行董事;及(2)张日奇先生已辞任公司 非执行董事。两项变动均自2025年10月13日起生效。 ...
太平洋航运(02343):Kristian Helt获委任为执行董事
智通财经网· 2025-10-13 10:37
Group 1 - The company announced the appointment of Mr. Kristian Helt as an executive director [1] - Mr. Zhang Riqi has resigned from his position as a non-executive director [1] - Both changes will take effect on October 13, 2025 [1]
调研速递|蜂助手接受太平洋证券等29家机构调研,定增募投项目规划引关注
Xin Lang Cai Jing· 2025-10-13 10:35
Group 1 - The core business of the company consists of three main segments: digital goods comprehensive operation, IoT traffic operation, and cloud terminal technology and computing power operation [2] - The company plans to raise 984 million yuan through a private placement, which will be allocated to three strategic projects: cloud terminal computing power center, IoT terminal intelligent upgrade, and SoC chip technology research and development [2] - The cloud terminal computing power center project will receive an investment of 550 million yuan, aimed at providing computing power support for B-end customers [2] Group 2 - The company is focusing on developing cloud terminal technology applications, with various scenarios including cloud gaming services and private domain operation for banks [3] - The company aims to develop highly customized SoC chips to address the high costs and redundancy issues faced by AI hardware manufacturers, integrating specialized functions like voice processing [4] - The cloud phone business, a form of cloud terminal technology, is currently being developed in collaboration with major telecom operators, contributing to revenue growth [5] Group 3 - The company is extending AI technology from cloud to edge, participating in ecosystem construction through self-developed SoC chips, and adopting an internet service model for business operations [6]
太平洋航运(02343.HK):Kristian Helt获委任为执行董事

Ge Long Hui· 2025-10-13 10:32
格隆汇10月13日丨太平洋航运(02343.HK)公告,董事会宣布,(1)Kristian Helt已获委任为公司执行董 事;(2)张日奇已辞任公司非执行董事。两项变动均自2025年10月13日起生效。 ...
金工ETF点评:行业主题ETF单日净流入213.27亿元,建材、环保拥挤大幅提升
Tai Ping Yang Zheng Quan· 2025-10-13 08:44
- The report constructs an industry congestion monitoring model to monitor the congestion levels of Shenwan First-Level Industry Indexes on a daily basis[3] - The report constructs a Z-score model based on premium rates to screen ETF products for potential arbitrage opportunities[4] - The industry congestion monitoring model indicates that the congestion levels of the power equipment, electronics, and non-ferrous metals industries were high on the previous trading day, while the congestion levels of social services, food and beverage, and retail industries were relatively low[3] - The Z-score model provides signals for ETF products that may have potential arbitrage opportunities, but also warns of the risk of price corrections[4]