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具身智能正处商业化落地关键节点,或为互联网龙头开辟新增长路径,聚焦恒生互联网ETF(513330)布局机会
Mei Ri Jing Ji Xin Wen· 2025-08-12 03:40
每日经济新闻 (责任编辑:董萍萍 ) 【免责声明】本文仅代表作者本人观点,与和讯网无关。和讯网站对文中陈述、观点判断保持中立,不对所包含内容 的准确性、可靠性或完整性提供任何明示或暗示的保证。请读者仅作参考,并请自行承担全部责任。邮箱: news_center@staff.hexun.com 在2025世界机器人大会现场,京东联合宇树科技、智元、天工等机器人品牌,共同宣布启动"智能 机器人产业加速计划",助力智能机器人品牌实现快速增长,推动智能机器人技术在更多终端场景的应 用。 当前,具身智能赛道已成为资本竞逐的焦点领域,互联网头部企业纷纷加快布局步伐,各类机器人 产品正加速融入至日常生活场景。摩根士丹利指出,作为全球最大的机器人市场与制造中心,中国在 2024年已占据全球机器人市场40%的份额,在机器人赛道占据先机。 目前,具身智能行业正处于商业化落地的关键转折期,有望为互联网企业开辟全新增长路径。在此 背景下,聚焦京东、阿里、腾讯等互联网龙头的恒生互联网ETF(513330)有望迎来新增长点。 ...
*ST新潮(600777)8月8日主力资金净流出2883.50万元
Sou Hu Cai Jing· 2025-08-08 12:38
Group 1 - The core viewpoint of the article highlights the financial performance and stock market activity of *ST Xinchao (600777) as of August 8, 2025, with a closing price of 3.73 yuan, down 4.11% [1] - The company reported total revenue of 2.163 billion yuan for Q1 2025, reflecting a year-on-year growth of 1.33%, while net profit attributable to shareholders decreased by 3.65% to 590 million yuan [1] - The liquidity ratios indicate a current ratio of 1.901 and a quick ratio of 1.875, with a debt-to-asset ratio of 36.09% [1] Group 2 - The company has made investments in 17 enterprises and has participated in one bidding project, along with holding 8 trademark registrations and 7 patents [2] - The company was established in 1996 and is primarily engaged in oil and gas extraction, with a registered capital of approximately 680 million yuan [1][2]
网龙(00777) - 截至二零二五年七月三十一日止之股份发行人的证券变动月报表

2025-08-04 09:27
截至月份: 2025年7月31日 狀態: 新提交 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 致:香港交易及結算所有限公司 公司名稱: 網龍網絡控股有限公司 呈交日期: 2025年8月4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) | 00777 | 說明 | | | | | | | | | | | 法定/註冊股份數目 | | | 面值 | | | 法定/註冊股本 | | | 上月底結存 | | | 1,000,000,000 | USD | | 0.01 | USD | | 10,000,000 | | 增加 / 減少 (-) | | | | | | | USD | | | | 本月底結存 | | | 1,000,000,000 | USD | | 0.01 | USD | | 10,000,000 | 本月底法定/註冊股本 ...
快手涨超3%,港股互联网龙头或为穿越经济周期的优质标的
Mei Ri Jing Ji Xin Wen· 2025-08-04 05:29
Group 1 - The Hang Seng Index rose by 0.49% to 24,627.25 points, with the Hang Seng Tech Index increasing by 0.93% and the Hang Seng China Enterprises Index up by 0.51%, indicating a relatively active market with a half-day trading volume of HKD 126.524 billion [1] - The valuation of core internet leading companies in the Hong Kong stock market remains in the upper-middle range of normal valuation, with a systemic improvement in asset quality [1] - The dual logic of "AI technology transformation + undervaluation recovery" positions Hong Kong internet leaders as quality targets that can withstand economic cycles, with expectations for a comprehensive harvest period in the second half of the year [1] Group 2 - The Hang Seng Internet ETF (513330) supports T+0 trading and focuses on the internet platform economy, including major players like Alibaba, JD.com, Tencent, Meituan, Kuaishou, and Baidu, with a DeepSeek content ratio of 86% [2] - The ETF possesses dual attributes of "new consumption + new technology," making it a suitable tool for investors to allocate towards AI application and core assets in the "AI + internet" sector [2]
*ST新潮(600777)7月31日主力资金净流出3670.29万元
Sou Hu Cai Jing· 2025-07-31 12:48
天眼查商业履历信息显示,山东新潮能源股份有限公司,成立于1996年,位于烟台市,是一家以从事石 油和天然气开采业为主的企业。企业注册资本680049.5825万人民币,实缴资本680049万人民币。公司 法定代表人为张钧昱。 资金流向方面,今日主力资金净流出3670.29万元,占比成交额15.92%。其中,超大单净流入1034.34万 元、占成交额4.49%,大单净流出4704.63万元、占成交额20.41%,中单净流出流入1280.14万元、占成 交额5.55%,小单净流入2390.15万元、占成交额10.37%。 来源:金融界 *ST新潮最新一期业绩显示,截至2025一季报,公司营业总收入21.63亿元、同比增长1.33%,归属净利 润5.90亿元,同比减少3.65%,扣非净利润5.89亿元,同比减少3.81%,流动比率1.901、速动比率 1.875、资产负债率36.09%。 金融界消息 截至2025年7月31日收盘,*ST新潮(600777)报收于4.16元,下跌5.02%,换手率0.86%, 成交量54.68万手,成交金额2.31亿元。 通过天眼查大数据分析,山东新潮能源股份有限公司共对外投资了17 ...
ETF盘中资讯 港股中报期将至,科网龙头反弹,港股互联网ETF(513770)溢价上涨1.5%,近20日吸金超15亿元
Jin Rong Jie· 2025-07-30 03:38
值得一提的是,港股互联网ETF(513770)攀升区间持续宽幅溢价,实时溢价率达0.47%,显示买盘资 金较为强势。 板块个股中,平安好医生涨超7%,医脉通涨超5%,东方甄选涨超4%;龙头股表现分化,哔哩哔哩- W、快手-W涨超1%,小米集团-W、美团-W跟涨,阿里巴巴-W跌超1%。 7月30日,科网龙头震荡反弹,重仓港股互联网龙头的港股互联网ETF(513770)场内价格现涨 1.49%,上探收复5日线,实时成交额超2.5亿元,交投活跃。 | 分时 多日 1分 5分 15分 * 综合解 F9 前复权 超级稳加 面述 工具 @ (1) > | | | | 港股互联网ETF ① | स | | --- | --- | --- | --- | --- | --- | | 513770.SH[熟股互联网ETF] 2025/07/30 收1.157 幅1.49%(0.017) 开 1.131 高 1.157 低量 | 18157 +0.017 +1.49% | | | | N 513770 | | MAS 1.1511 MA10 1.1441 MA20 1.1061 MA60 1.0681 MA120 1.0611 ...
港股中报期将至,科网龙头反弹,港股互联网ETF(513770)溢价上涨1.5%,近20日吸金超15亿元
Xin Lang Ji Jin· 2025-07-30 03:24
7月30日,科网龙头震荡反弹,重仓港股互联网龙头的港股互联网ETF(513770)场内价格现涨1. 49%,上探收复5日线,实时成交额超2.5亿元,交投活跃。 板块个股中,平安好医生涨超7%,医脉通涨超5%,东方甄选涨超4%;龙头股表现分化,哔哩哔哩- W、快手-W涨超1%,小米集团-W、美团-W跟涨,阿里巴巴-W跌超1%。 提醒:近期市场波动可能较大,短期涨跌幅不预示未来表现。请投资者务必根据自身的资金状况和风险 承受能力理性投资,高度注意仓位和风险管理。 数据来源:沪深交易所等。注:中证港股通互联网指数近5个完整年度的涨跌幅分别为:2020年, 109.31%;2021年,-36.61%;2022年,-23.01%;2023年,-24.74%;2024年,23.04%。指数成份股构 成根据该指数编制规则适时调整,其回测历史业绩不预示指数未来表现。 港股今年以来表现亮眼,AI热潮吸引外资明显回流。港股聚集了大量电商、游戏板块的上市公司。人 工智能技术的推动,令许多海外投资者重新看好并加码这些板块,成为重要推力。 港股互联网ETF(513770)及其联接基金(A类 017125;C类 017126)被动跟踪中 ...
网龙(00777)积极践行可持续发展理念 荣获万得ESG体系A级评价
智通财经网· 2025-07-24 00:55
Core Viewpoint - NetDragon (00777) received an A rating in the 2025 ESG assessment by Wind, highlighting its strong performance in environmental protection, social responsibility, and corporate governance [1] Group 1: ESG Rating and Recognition - Wind's ESG rating system defines A-rated companies as having high management levels, low ESG risks, and strong sustainable development capabilities [1] - Among 105 listed software companies evaluated, NetDragon ranked sixth, with scores above the industry average in all three ESG dimensions [1][3] - NetDragon has also received a BBB rating from MSCI and is recognized as a low-risk company by Morningstar Sustainalytics, placing it among the top in the global software and services industry [4] Group 2: Sustainable Development Initiatives - The company integrates sustainable development strategies into its operations and product development, focusing on social responsibility and governance [3] - NetDragon's digital education products have reached over 200,000 classrooms in 192 countries, promoting green education practices [3] - The company launched the "Asian Elephant Rescue Action" in collaboration with the Xishuangbanna Tropical Rainforest Conservation Foundation to raise public awareness of wildlife protection [3] Group 3: Future Outlook - NetDragon plans to deepen its ESG principles, enhance management practices and information disclosure, and continue its "Game+" model and digital education innovations [4] - The company aims to collaborate with global partners to promote cultural heritage, environmental protection, and educational equity, creating long-term sustainable value for society and the environment [4]
行业ETF风向标丨互联网龙头持续反弹,中概互联网ETF半日成交达23亿元
Sou Hu Cai Jing· 2025-07-16 05:36
Core Viewpoint - The Chinese internet sector is experiencing a rebound, with significant increases in related ETFs, driven by ongoing digital transformation and the adoption of new technologies such as AI and cloud computing [1][2]. Group 1: ETF Performance - The Chinese internet ETFs showed notable gains, with the Chinese Internet ETF (159607) rising by 2.46% and the Chinese Internet ETF (159605) increasing by 2.26% [2][5]. - The trading volume for the Chinese Internet ETF (513050) reached 2.32 billion yuan, indicating active market participation [1][5]. - The Chinese Internet ETF (159605) has a scale of 4.256 billion units, with a half-day transaction amount of 478 million yuan [2]. Group 2: Industry Drivers - The Chinese internet industry is in a deepening phase of digital transformation, with growth driven by new technologies such as AI, cloud computing, and smart vehicles [2]. - Companies like Tencent and Alibaba are seeing rapid growth in AI-related revenues and applications in various sectors, including e-commerce and manufacturing [2]. Group 3: Index Composition - The CSI Overseas China Internet 30 Index includes 30 Chinese internet companies listed on overseas exchanges, reflecting investment opportunities in well-known Chinese internet firms [3]. - Major weighted stocks in the CSI Overseas China Internet 30 Index include Tencent Holdings (14.99%), Alibaba (14.04%), and Xiaomi (12.58%) [4]. - The CSI Overseas China Internet 50 Index, which tracks 50 Chinese internet companies, has Tencent and Alibaba as its top weighted stocks, with weights of 30.26% and 20.57% respectively [6]. Group 4: Market Outlook - The market for the Chinese internet sector is expanding due to consumer recovery and globalization efforts, which further open up market space [2]. - The CSI Global China Internet Index focuses on leading internet companies, indicating a trend of "the strong getting stronger" in the industry [7].
每周股票复盘:*ST新潮(600777)股票异常波动,股东提请召开临时股东大会

Sou Hu Cai Jing· 2025-07-12 21:29
Core Viewpoint - *ST Xinchao (600777) has experienced a significant stock price increase of 21.81%, closing at 3.91 yuan as of July 11, 2025, marking its highest price in nearly a year [1] Trading Information Summary - The stock has been listed on the "Dragon and Tiger List" due to a cumulative price deviation of over 12% for three consecutive trading days [1][6] - The total market capitalization of *ST Xinchao is currently 26.59 billion yuan, ranking 2nd in the oil and gas extraction sector and 590th among A-shares [1] Company Announcement Summary - The company received a notice from six shareholders, including Shenzhen Hongyu Business Consulting Co., Ltd., to convene a temporary shareholders' meeting on July 24, 2025, to discuss the early re-election of the board of directors and supervisors [2][7] - The board of directors and supervisors have refused to convene the meeting, citing that the conveners did not provide specific proposals, which does not comply with legal regulations and the company's articles of association [3][4][5] Legal Opinions Summary - Legal opinions from various law firms indicate that the conveners, holding a combined 14.99% of shares, have the right to propose the meeting and that the board and supervisory board should legally convene the temporary shareholders' meeting [3][4][5] - The conveners argue that the company's governance structure needs improvement due to significant changes in shareholding and the company's failure to disclose the 2024 annual report, which has led to regulatory investigations and stock suspension [4][5] Stock Trading Anomalies - The stock has been under risk warning since July 8, 2025, due to the inability to express an opinion in the 2024 annual report and the first quarter report, leading to potential delisting risks [8] - The company has stated that its business operations are normal and there are no undisclosed significant matters affecting stock prices [8]