中证华夏AH经济成长指数报6922.01点,前十大权重包含腾讯控股等
Sou Hu Cai Jing· 2025-07-21 13:51
金融界7月21日消息,上证指数高开高走,中证华夏AH经济成长指数 (AH经济成长,931378)报6922.01 点。 从中证华夏AH经济成长指数持仓的市场板块来看,香港证券交易所占比52.86%、上海证券交易所占比 30.81%、深圳证券交易所占比16.33%、北京证券交易所占比0.00%。 从中证华夏AH经济成长指数持仓样本的行业来看,工业占比20.08%、可选消费占比19.84%、通信服务 占比15.61%、信息技术占比11.42%、主要消费占比9.15%、金融占比8.30%、原材料占比6.14%、医药卫 生占比4.91%、公用事业占比1.69%、能源占比1.68%、房地产占比1.18%。 资料显示,指数样本每半年调整一次,样本调整实施时间为每年6月和12月的第二个星期五的下一交易 日。权重因子随样本定期调整而调整,调整时间与指数样本定期调整实施时间相同。在下一个定期调整 日前,权重因子一般固定不变。特殊情况下将对指数进行临时调整。当样本退市时,将其从指数样本中 剔除。样本股公司发生收购、合并、分拆等情形的处理,参照计算与维护细则处理。当中证港股通中国 内地企业综合指数样本发生变动时,指数进行相应调整。 ...
酷派集团:探索物业资产代币化
news flash· 2025-07-21 13:31
酷派集团公告,公司已成立真实世界资产代币化事业部,旨在推进物业资产代币化工作。截至2024年12 月31日,集团账面投资性房地产价值约为31.51亿港元。目前正对深圳南山酷派大厦和东莞松山湖酷派 科技生态园进行RWA可行性初步研究。若试点项目成功,集团计划拓展服务模式,协助更多企业探索 资产代币化,推动RWA技术在相关行业的规模化应用。 ...
两天暴涨60%!站上稳定币风口,华检医疗不务正业?
Sou Hu Cai Jing· 2025-07-21 13:30
上述公告引发了资本市场的关注,医疗资产也能"代币化",华检医疗显然开创稳定币交易所先河。对于公司的"跨界"创举,市场也不乏质疑的声 音,认为公司"会讲故事"、涉嫌蹭"稳定币"的风口。 7月21日,港股的华检医疗(01931.HK)跳空高开并急速上涨,一度涨58%(4.66港元),创下上市以来的新高。随后公司股价震荡回落,收盘仍 大涨32.88%,报3.92港元/股,市值63.56亿港元。 值得注意的是,华检医疗上周五亦录得大涨超20%,两日内累计上涨60%,公司成交量也随之放大,近两个交易日累计成交逾5000万港元,投资 者疯狂涌入,公司沉寂许久的股价一下子成了香饽饽。 股价暴涨的导火索源于近期的重磅利好—— 消息面,7月17日,华检医疗发布公告称,公司已正式启动向香港、以及美国相关监管部门提交稳定币发行牌照申请的部署工作,准备冲刺全球首 个在港美两大市场获得稳定币发行资质的医疗科技企业。 7月20日,公司再次发布公告称,旗下美国全资子公司IVDGROUPINC.已完成注册,即日起公司透过该子公司正式启动向美国监管机构提交稳定 币牌照申请的程序;同时以医疗创新药NewCo资产为核心的Web3交易所生态——IV ...
国泰航空(00293):6月国泰航空与香港快运合共接载乘客约290万人次 同比增加23.3%
智通财经网· 2025-07-21 11:03
智通财经APP讯,国泰航空(00293)发布公告,顾客及商务总裁刘凯诗表示:"集团6月的客、货运量均较 2024年同期有所增长。国泰航空与香港快运合共接载乘客约290万人次,较2024年同月增加23.3%。同 时,国泰货运的载货量超过13万公吨,较去年同月增加6.3% 。 刘凯诗表示:"货运业务在 6 月继续录得按年增长,主要基于关税生效时间表及由此引发的市场反应。 在一般货物和高端电子产品需求的带动下,由东南亚及台湾地区出口至美洲的货量显著增长。此外, 『国泰—医药品运送』方案亦在众多长途航线表现良好。展望 7 月,需求仍存在不确定性,我们将密切 关注未来数周的事态发展。" 香港快运于2025年6月接载超过58万人次,载客量较2024年同月增加16.5%,可用座位公里数增加 32.1%。在2025年首6个月,载客量较2024年同期增加了 33.5%。 "集团持续扩展环球航线网络,于6月增加5个新航点。由年初至今,国泰航空与香港快运已合共新增19 个客运航点,并将陆续公布更多新航线。目前集团的客运航线网络已覆盖全球超过100个航点。" 刘凯诗表示:"香港快运持续拓展航线网络,继 6 月开通清州、大邱及宫古(下 ...
捷荣国际控股:预期截上半年利润较2024年同期减少约30%至35%
news flash· 2025-07-21 08:41
Core Viewpoint - The company expects a decrease of approximately 30% to 35% in profit attributable to the owners of the parent company for the six months ending June 30, 2025, compared to the same period in 2024 [1] Group 1 - The anticipated profit decline is primarily due to the absence of one-time gains from asset sales during the reporting period, whereas the same period in 2024 recorded a gain of approximately HKD 12.4 million from asset sales [1] - Another contributing factor to the profit decrease is the reduction in gross profit margin, attributed to increased procurement costs resulting from rising coffee bean commodity prices [1]
数字化品牌运营领域持续领跑 优趣汇(02177)荣膺CFS“2025新质生产力领军企业”
智通财经网· 2025-07-21 08:17
智通财经APP获悉,在第十四届 CFS 财经峰会(CFS2025)上,优趣汇(02177)被授予"2025新质生产力领 军企业"称号;公司执行董事、首席财务官及联席公司秘书沈宇先生荣获"2025卓越影响力 CFO"。继 2024 年获评"上海市新质电商企业"后,公司再度以"双奖"身份跻身国家级财经荣誉殿堂,彰显其在数 字化品牌运营领域的持续领跑地位。 深耕品牌电商运营15年,优趣汇累计研发投入数千万元,服务覆盖美妆、个护、健康、母婴等多个品 类、200+国际知名品牌;其自研AI大模型已实现商品反向定制、智能定价、库存预测等全链路数字化 升级。 2024年,公司凭借"AI+供应链"解决方案帮助合作品牌实现平均库存周转天数缩短,物流费用下降,促 销费用效率提升,以系统性孵化能力助推品牌完成冷启动突破,并以精细化运营驱动其后进入指数级扩 张通道,并因此荣获"上海市新质电商企业"称号。此次再度晋级国家级榜单,标志着行业对优趣汇专业 能力、财务稳健度及社会责任实践的全面认可。 以AI工具为依托,"效率革命"推动财务组织敏捷化 执行董事兼CFO沈宇先生主导了优趣汇港股上市、多轮战略融资等,搭建起覆盖中国内地、中国香港、 ...
路劲五只美元债第二次同意征求,债权人小组表示双方仍有分歧
news flash· 2025-07-21 06:57
路劲仍需与投资人继续博弈。一个债权人小组表示,将继续反对路劲针对五个系列美元优先票据的同意 征求方案。该小组持有其中一只债券25%的份额。 ...
中粮家佳康子公司违规运输生猪被罚 业绩回暖却三年“一毛不拔”
Xi Niu Cai Jing· 2025-07-21 06:42
近日,中粮家佳康(01610.HK)因旗下子公司运输未经检疫的生猪被内蒙古翁牛特旗农牧业局罚款12.09万元,引发市场关注。这批生猪货值达24万元,违 规行为不仅暴露了公司在供应链管理上的漏洞,更让消费者对食品安全问题产生担忧。 市场分析认为,中粮家佳康不分红的背后,或是日益紧张的现金流。2024年年报显示,中粮家佳康在手现金仅剩10.64亿元,较上年同期近乎腰斩,而一年 内到期的短期债务高达26亿元,现金短债比低至0.41,偿债压力巨大。即便2024年实现扭亏为盈,净利润达5.38亿元,但经营性现金流却大幅缩水,从2023 年的18.72亿元骤降至6.52亿元,自我造血能力明显减弱。 面对流动性风险,中粮家佳康近年来频繁依赖外部融资"输血"。2022年至2024年融资性现金流净额波动明显,反映其资金链的脆弱性。有投资者质疑,在债 务高企的背景下,公司是否会将有限的现金优先用于偿债而非回馈股东? 业内人士指出,生猪养殖行业本就受"猪周期"影响显著,价格波动大,企业需具备较强的抗风险能力。中粮家佳康若不能尽快改善现金流管理、加强合规运 营,恐将在行业竞争与债务压力的双重夹击下陷入更被动的局面。对于投资者而言,这 ...
零售周报|传潘多拉将退出中国市场;泡泡玛特上半年同比增长350%+
Sou Hu Cai Jing· 2025-07-21 05:56
Group 1 - In June 2025, the total retail sales of consumer goods reached 42,287 billion yuan, with a year-on-year growth of 4.8% [1] - Excluding automobiles, the retail sales of consumer goods amounted to 37,649 billion yuan, also growing by 4.8% [1] - From January to June, the total retail sales of consumer goods were 245,458 billion yuan, with a year-on-year increase of 5.0% [1] Group 2 - Urban retail sales in June were 36,559 billion yuan, reflecting a year-on-year growth of 4.8%, while rural retail sales reached 5,728 billion yuan, growing by 4.5% [3] - For the first half of the year, urban retail sales totaled 213,050 billion yuan, with a growth rate of 5.0%, and rural retail sales were 32,409 billion yuan, increasing by 4.9% [3] Group 3 - In June, the retail sales of goods were 37,580 billion yuan, with a year-on-year growth of 5.3%, while catering revenue was 4,708 billion yuan, growing by 0.9% [3] - For the first half of the year, the retail sales of goods reached 217,978 billion yuan, with a growth of 5.1%, and catering revenue was 27,480 billion yuan, increasing by 4.3% [3] Group 4 - From January to June, retail sales in convenience stores, supermarkets, department stores, specialty stores, and brand stores grew by 7.5%, 5.4%, 1.2%, 6.4%, and 2.4% respectively [5] - The online retail sales for the first half of the year were 74,295 billion yuan, with a year-on-year growth of 8.5%, and the physical goods online retail sales were 61,191 billion yuan, growing by 6.0% [5] Group 5 - The new flagship store of Xiaomi, located in Shenzhen, is the largest Xiaomi store globally, showcasing a wide range of products including Xiaomi cars [12] - Aveda's first concept flagship store in China opened in Shanghai, featuring a unique retail ecosystem with personalized care solutions [14][17] - BROMPTON opened its first store in Guangzhou, emphasizing high-end folding bicycles tailored for urban living [18] Group 6 - The Danish jewelry brand Pandora is rumored to exit the Chinese market, planning to close at least 50 stores this year [25] - The Italian sportswear brand Hydrogen is set to enter the Chinese market in 2026, focusing on high-end fashion and professional sports performance [26] Group 7 - Lucky Coffee aims to reach 10,000 stores by 2025, with a focus on expanding in first and second-tier cities [34] - The company has introduced attractive franchise policies to encourage new store openings [35] Group 8 - The supermarket chain ALDI has opened new stores in Jiangsu, continuing its expansion in the region [39] - Yonghui Supermarket has launched a new store model in Shenzhen, aiming to complete 200 store renovations by the third quarter [40] Group 9 - The discount store brand "Wumei Super Value" will open six stores in Beijing, focusing on high-quality products at low prices [41] - Meituan's discount supermarket "Happy Monkey" plans to open 1,000 stores, starting with 10 signed locations [42] Group 10 - Pop Mart expects a revenue increase of at least 200% in the first half of the year, with profits projected to grow by no less than 350% [43][44]
港股都市丽人(02298.HK)冲高回落,一度涨超27%,现涨超13%,成交额超465万港元。
news flash· 2025-07-21 05:29
港股都市丽人(02298.HK)冲高回落,一度涨超27%,现涨超13%,成交额超465万港元。 ...