金十图示：2025年07月18日（周五）热门中概股行情一览（美股盘中） 153.35亿市值 106.41亿市值 97.83亿市值 19.18 25.29 4.32 +0.84(+4.61%) +0.69(+2.83%) -0.08(-1.82%) 新东方 TALHAR 好未来 唯品会 唯品会 葡萄方 82.03亿市值 65.36亿市值 81.00亿市值 15.73 50.16 10.71 0.00(0.00%) +0.42(+2.76%) +0.09(+0.80%) 金山区 | 命富科技 SOU 名创优品 55.92亿市值 44.58亿市值 56.48亿市值 15.95 42.00 17.88 0.00(0.00%) +0.04(+0.20%) +1.10(+7.45%) 再鼎医药 雾芯科技 == zai- 38.03亿市值 33.26亿市值 27.60亿市值 2.27 34.24 28.08 +0.36(+1.30%) -1.77(-4.92%) -0.04(-1.95%) 陆金所控股 im 爱奇艺 LU com O Y 微博 19.45亿市值 25.78亿市值 24.01亿市值 10.30 2.77 2. ...

本报电（记者赵珊）暑期来临，亲子游、研学游的需求大幅增加。近日由北京市文化旅游局主办、石景 山区文化和旅游局支持的"夏日研学 走读北京"暑期文旅促消费活动举办，并发布了10条"夏日研学走读 北京"研学主题游线路。活动以"体验团+推介会"的形式进行，让文旅资源点位成为研学的第二教室。 10条"夏日研学走读北京"研学主题游线路包括科技与科学实践启蒙线、溶洞与古人类地质考古线、自然 秘境与古村落探幽线、璀璨光影与色彩艺术鉴赏线、"进京赶考"红色足迹追寻线、戏曲民俗与非遗传承 体验线、运河文化与副中心发展感知线、"两园一河"与京西古道探秘线、长城观星与星空小镇探索线和 古生物与地质科普求知线，将北京的科技魅力、历史底蕴、自然奇观与人文风情熔铸为沉浸式的学习之 旅，让历史可触摸、让科学可体验、让文化可感知。 中青旅遨游旅行和新东方文旅分别向游客推介了主题化、多元化、分龄体验的亲子旅游产品，并致力于 提升旅游服务质量，确保游客享受优质、规范、安全的旅游体验。北京市文化和旅游局相关负责人表 示，北京是暑期研学热门目的地，市文旅局将适应市场需求，不断推出更加丰富的主题化、沉浸式研学 旅游产品，优化暑期旅游体验，提升城市文旅服 ...

Market Capitalization Summary - New Oriental has a market capitalization of 14.635 billion [2] - TAL Education Group has a market capitalization of 10.348 billion [2] - Vipshop Holdings has a market capitalization of 10.002 billion [2] - Other notable companies include Qifu Technology at 8.204 billion and Miniso at 7.639 billion [2] Stock Performance - New Oriental's stock increased by 0.13 (+0.72%) [2] - TAL Education Group's stock rose by 0.33 (+1.36%) [2] - Vipshop Holdings saw a significant increase of 0.31 (+7.46%) [2] - Qifu Technology's stock increased by 0.05 (+0.10%) [2] - Miniso's stock rose by 0.10 (+0.69%) [2] Additional Company Insights - Zai-Dian has a market capitalization of 2.821 billion with a stock increase of 0.61 (+1.73%) [2] - iQIYI has a market capitalization of 2.514 billion with a stock increase of 0.04 (+1.64%) [2] - Lexin has a market capitalization of 1.089 billion with a stock increase of 0.12 (+1.17%) [2] - Yatsen has a market capitalization of 0.936 billion with a stock decrease of 0.04 (-0.40%) [2] Other Notable Companies - Sohu has a market capitalization of 0.447 billion with a stock increase of 0.30 (+2.06%) [3] - Huami Technology has a market capitalization of 0.203 billion with a stock increase of 1.17 (+9.00%) [3] - Cheetah Mobile has a market capitalization of 0.156 billion with a stock decrease of 0.12 (-2.31%) [3]

7月16日，国脉科技发布公告，股东林惠榕解除质押1300万股股份，占其所持股份的4.72%及公司总股 本的1.29%。截至公告披露日，林惠榕及其一致行动人累计质押股份为1.26亿股，占其持股总数的 23.31%及公司总股本的12.51%。 【5】昂立教育全资控股育伦教育 7月16日，昂立教育发布《关于上海育伦教育科技发展有限公司少数股权收购方案变更的公告》，经公 司董事会审议通过，同意对上海育伦教育科技发展有限公司少数股权收购方案进行变更，由公司全资子 公司上海新南洋教育科技有限公司以1336万元的价格收购育伦教育20%股权。 7月16日，教育部发布消息，为使广大中小学生度过一个平安快乐的暑假，教育部办公厅日前印发《关 于做好2025年中小学暑期安全工作的通知》，部署做好相关工作。《通知》指出，各地要结合本地实 际，聚焦重点人群、重点任务，会同相关部门明确责任分工和保障措施，积极采取更加有力、更有针对 性的举措，坚定不移抓好落实，切实筑牢暑期安全防线。 【2】北京曝光5起教育培训违法广告典型案例 7月16日，据北京市教委消息，为规范广告市场，北京市市场监管局今年持续打击虚假违法广告。针对 暑期培训热，现曝光一 ...

您拨打的电话的或点击旁边的几手按钮申请语音提问谢谢 对咱们就是大家提问先自报一下是谁好吧因为我这儿看不到那个就是参与的人对我们这边线上的话只能通过举手提问然后我们来接一下或者说是文字提问的方式然后我有看到有嘉宾举手的话会跟您说一下是哪位机构的客户来提问的 我这边暂时还没有看到有提问的名单所以我先拋砖引玉想请教思思总一些问题一个就是我们先从基础的您刚才也说这个核心的砖块其实还是在 其实它的产能应用率刚才也说可能到三分之二多一些所以说我们就是到二六财年来看的话我们其实还是说网点的扩张速度是不是会降下来然后核心的是去把每个网点它的产能去往这个继续提升的一个方向去走 对,我们明年那个就是收入增速整体如果是十四五这样的水平那我们capacity的增加就会控制在十到十五之间不会超过收入增长这样的话就是保证每个交易站会装起来更多的学生然后这样utilization提高这样就会margin就会提升明白这个那就是网点扩张的速度其实也就是十到十五之间还是说可能更短一点十到十五之间 嗯 明白 那这个就是有一个因为我们现在是在讲这个教本增效的一些事情可能我理解可能会因为一些人员的成本降低可能会有一些老师的资源的流失因为现在这个教培领 ...

While the proven Zacks Rank places an emphasis on earnings estimates and estimate revisions to find strong stocks, we also know that investors tend to develop their own individual strategies. With this in mind, we are always looking at value, growth, and momentum trends to discover great companies.Looking at the history of these trends, perhaps none is more beloved than value investing. This strategy simply looks to identify companies that are being undervalued by the broader market. Value investors rely on ...

Group 1 - The article presents the market capitalization rankings of the top 50 Chinese technology and internet companies as of July 14, 2025 [1] - The leading company by market capitalization is 台棋电 (Taiwan Semiconductor Manufacturing Company) with a valuation of 11,949.75 million [3] - Tencent Holdings ranks second with a market cap of 5,815.18 million, followed by Alibaba at 2,546.4 million [3][4] Group 2 - Xiaomi Group is ranked fourth with a market capitalization of 1,889.61 million, while Pinduoduo follows in fifth place with 1,489.35 million [3][4] - Meituan and NetEase are positioned sixth and seventh, with market caps of 929.41 million and 812.27 million respectively [3][4] - Other notable companies in the top 10 include 东方财富 (East Money) at 523.39 million and 中芯国际 (SMIC) at 476.15 million [4][5] Group 3 - The rankings continue with companies like 京东 (JD.com) at 448.31 million and 快手 (Kuaishou) at 356.11 million [4][5] - Baidu, 理想汽车 (Li Auto), and 贝壳 (Beike) are also included in the top 15, with market caps of 298.84 million, 296.08 million, and 221.89 million respectively [4][5] - The list concludes with 云费智联 (Yunfei Zhili) at 41.76 million, marking the 50th position [6]

Investment Rating - The report maintains an optimistic outlook on the Hong Kong stock market, particularly regarding new IPOs and sectors such as new consumption and innovative pharmaceuticals [3][10]. Core Insights - The asset trading platform remains a clear direction for investment, with a focus on the expansion of various asset transactions and liquidity [3][10]. - The report highlights the positive trend in virtual assets, including stablecoins, with traditional financial institutions increasingly entering this space [3][10]. - Recent upgrades in subsidies for e-commerce and food delivery platforms are expected to benefit sectors like coffee and tea drinks, as well as advertising channels [3][10]. Industry Situation Tracking 1. Education - The Chinese education index increased by 2.47% from July 7 to July 11, outperforming major indices [11][20]. - Notable stock performances include New High Education Group rising by 24.18% and Fenbi increasing by 13.44% [11][20]. 2. Luxury Goods - The luxury goods sector faced slight pressure due to macroeconomic impacts, with notable stock movements including Samsonite up by 3.76% and Prada down by 0.99% [22][24]. 3. Coffee and Tea Drinks - The coffee sector remains highly prosperous, with significant benefits from platform subsidies, while tea drinks also see substantial gains [26][27]. - Luckin Coffee opened 373 new stores, with a focus on both first and second-tier markets [32]. 4. E-commerce and Internet - The Hang Seng Internet Technology Index saw a slight increase of 0.18%, with stocks like Beike and Dingdong rising by 6.34% and 3.85% respectively [31][36]. - The competition in the e-commerce sector remains fierce, with significant subsidy initiatives impacting profitability [31][38]. 5. Streaming Platforms - The Hang Seng Media Index rose by 2.2%, with stocks like NetEase Cloud Music and iQIYI showing positive performance [37][42]. 6. Virtual Assets & Internet Brokers - The global cryptocurrency market capitalization reached $374.04 billion, with Bitcoin and Ethereum prices increasing by 8.8% and 17.9% respectively [41][43]. - The report emphasizes the ongoing development of regulatory frameworks for virtual assets in both the US and Hong Kong [48].

Investment Rating - The report maintains a positive outlook on the innovative drug sector, expecting significant revenue growth and potential profitability for several companies in the first half of 2025 [3][8]. Core Insights - The innovative drug sector is projected to see revenue growth of at least 40% year-on-year for companies such as BeiGene, Innovent Biologics, and others, driven by the commercialization of core products [3][8]. - The Pharma sub-sector is expected to experience a revenue growth rate of 10-15% for companies like Hansoh Pharmaceutical and China Biologic Products, while others may see growth of 5-10% [3][8]. - The medical services sector is anticipated to have a revenue growth of 15-20% for companies like GuoShengTang, with a focus on mergers and acquisitions [3][8]. Summary by Sections Innovative Drugs - Companies expected to achieve over 40% revenue growth in 1H25 include BeiGene, Innovent Biologics, and others, primarily due to the commercialization of key products [3][8]. - Some companies, such as BeiGene and Innovent Biologics, are likely to reach profitability due to increased sales volume [3][8]. - The report highlights that companies like Hutchison China MediTech may see significant profit growth due to asset disposals [3][8]. Pharma - The impact of centralized procurement is gradually diminishing, allowing for continued innovation and transformation within the sector [3][8]. - Companies projected to achieve 10-15% revenue growth include Hansoh Pharmaceutical and China Biologic Products, while others like 3SBio and United Laboratories may see 5-10% growth [3][8]. Medical Services - GuoShengTang is expected to have a revenue growth of 15-20% in 1H25, with ongoing attention to domestic and international acquisition activities [3][8].

Core Insights - The article presents the market capitalization rankings of the top 50 Chinese technology and internet companies as of July 11, 2025, highlighting significant players in the industry [1]. Group 1: Top Companies by Market Capitalization - TSMC leads the list with a market capitalization of approximately $11,916.56 million [3]. - Tencent Holdings ranks second with a market capitalization of about $5,885.24 million [3]. - Alibaba is in third place with a market capitalization of around $2,544.49 million [3]. - Pinduoduo follows in fourth place with a market capitalization of $1,490.20 million [3]. - Meituan and NetEase are also notable, with market capitalizations of $947.31 million and $807.83 million, respectively [3][4]. Group 2: Additional Notable Companies - Semiconductor Manufacturing International Corporation (SMIC) has a market capitalization of $472.08 million, ranking eighth [4]. - JD.com and Tencent Music are positioned ninth and tenth, with market capitalizations of $450.04 million and $309.78 million, respectively [4]. - Baidu and Li Auto are also significant players, with market capitalizations of $304.03 million and $291.16 million [4]. Group 3: Emerging and Smaller Companies - Companies like Xpeng Motors and ZTO Express have market capitalizations of $166.15 million and $154.59 million, respectively [4]. - Other companies in the list include iFlytek with $149.34 million and Baosight Software with $95.10 million [4][5]. - The list also features companies like Kingdee International and Wancloud Data, with market capitalizations of $70.72 million and $67.09 million, respectively [5].