出品 | 妙投APP 结合2005年阳光保险组建不久，市场同业就流传其内部有一个"夜总会"，意思就是"夜里总开会"，故虽然其"深夜开会"今年才被曝出来，但或许是其内部 一直存在的情况。 关键是，开会到凌晨，阳光保险的效率提升了吗？为何在很多企业都公开提出要拒绝过度内卷，人社部也提出严查超时加班的情况下，阳光保险却选 择"唱反调"？ 分析下来妙投认为：深夜会议背后，或是管理层对业务经营困境的"焦虑"呈现。原因有二： 1）公司业绩承压较大。若没有"加班文化"，业绩或许会更差； 2）展望2025年，在1月保费收入下滑、1季度"阳光财险、阳光人寿"整体业绩增收不增利下，公司全年业绩承压大概率会持续，难反转。 尝过"加班文化"的甜头，但或已提升到极限 妙投研究发现，阳光保险"加班文化"背后，或是"创始人文化"的缩影。 作者 | 张贝贝 头图 | AI生图 近期，"阳光保险董事长拉员工开会到凌晨"话题登上微博热搜，引发网友对加班文化的热议。"更是有人提出："开会到凌晨，谈的却是'高效和科学管 理'，确定这不是反讽?" 创始人张维功于1963年出生于山东潍坊，学校毕业后就一直在保险业工作。他早期曾在央企中国人保工作，曾担任 ...

履历显示，赵小凡于2013年3月获准担任中信保诚人寿总经理一职，直到2024年4月卸任，在任时间长达11年。 中信保诚人寿2024年四季度偿付能力报告显示，2024年该公司实现保险业务收入299.66 亿元，然而净亏损却高达17.65亿元，创下公司成立以来最大亏损纪 录。截至2024年末，该公司总资产为2651.32亿元，净资产为183.27亿元，净资产收益率低至- 11.80%。 5月16日，据中央纪委国家监委驻中信集团纪检监察组、河北省纪委监委消息，日前，中央纪委国家监委驻中信集团纪检监察组、河北省邢台市监委对中信 保诚人寿保险有限公司原党委书记、总经理赵小凡严重违纪违法问题进行了立案审查调查。 通报指出，赵小凡严重违反党的政治纪律、组织纪律、廉洁纪律和生活纪律，构成严重职务违法并涉嫌受贿犯罪。经中信集团党委会议研究，决定给予赵小 凡开除党籍处分；经中央纪委国家监委驻中信集团纪检监察组研究，决定按规定取消其享受的待遇；收缴其违纪违法所得；由邢台市监委将其涉嫌犯罪问题 移送检察机关依法审查起诉，所涉财物一并移送。 中信保诚人寿2025年一季度实现保险业务收入103.87亿元，在新会计准则下，实现净利润7.7 ...

Core Viewpoint - The forum emphasizes the importance of developing a robust capital market in China as part of the financial power strategy, highlighting the need for investors to adapt their investment approaches to the new normal [1][2]. Group 1: Economic and Market Context - The current global economic and geopolitical landscape is undergoing significant changes, necessitating a stable and active capital market, which has become a top-level design priority [1]. - The recent secondary listing of CATL in Hong Kong set a record for the largest IPO in nearly three years, indicating a critical moment for the development of direct financing and capital markets in China [2]. Group 2: Expert Insights - Liu Jipeng argues that revitalizing the stock market is essential for reversing economic downturns and that a strong financial sector will enhance China's position in global power dynamics [2]. - Xiao Lisheng expresses optimism about the medium to long-term development of China's stock market, noting signs of stabilization in consumer spending and the real estate sector [3]. - Hu Xianghui discusses the journey of China's technological self-sufficiency and its importance in overcoming the middle-income trap, emphasizing sectors like AI and biotechnology as future investment opportunities [3]. Group 3: Strategic Outlook - Hou Wentao provides insights into the A-share market, identifying external tariffs and internal policies as key variables affecting market performance, and suggests that there are many tools available to support the market [4]. - The forum collectively aims to contribute to the high-quality development of China's financial market, encouraging investors to learn and adapt their strategies accordingly [4].

银河证券认为，今年以来国内可控核聚变项目招标加快，商业化进展提速，2025年是国内项目招标大年和国际 堆建设大年。 | | 887716.WI[[HK]中广核指数] | | 1882.83 | 3.60% | | | --- | --- | --- | --- | --- | --- | | 1898.18 | | | | | 4.44% | | 1871.27 | | | | | 2.96% | | 1844.35 | | | | | 1.48% | | 1817.44 | | | | | 0.00% | | 1790.52 | | | | | -1.48% | | 1763.60 | | | | | -2.96% | | 1736.69 | | | | | 288439 | | 1440.5万 | | | | | 1440.5万 | | 09:30 | Malahalak 11:30 10:30 | 13:30 | 14:30 | 15:30 | | | | | [HK]中广核指数 2025/05/23 收 1882.83 幅 3.60%[65.39] 量 1.97亿 换 | | | | 中信证券发布的研 ...

据报道，崔某此前造谣东方甄选在文旅直播活动中，向贵州省政府部门收取高达七位数的宣传费。东方 甄选于2024年6月29日发布声明，澄清从未向政府收取宣传费，且一直坚持不向企业或商家收取坑位 费。但崔某并未停止侵权行为，继续发布侵权视频和不实言论。对此，东方甄选采取法律途径维权。 5月23日，东方甄选发布声明称，近日，就东方甄选与崔某网络侵权纠纷案，北京市第四中级人民法院 作出二审判决，驳回崔某上诉，维持一审原判。该判决为终审判决。根据判决，崔某须在抖音账号发布 并置顶道歉声明，向东方甄选赔礼道歉，并赔偿东方甄选36000元。东方甄选表示，针对恶意造谣、抹 黑的网络侵权行为，东方甄选将持续通过法律手段维护合法权益。 ...

Group 1 - The Hong Kong Stock Exchange plans to increase the trading limits for futures and options contracts on the Hang Seng Index, Hang Seng China Enterprises Index, and Hang Seng Tech Index, pending regulatory approval [1] - The proposed change is set to take effect on July 2, 2025 [1] - This adjustment aims to enhance market liquidity and trading flexibility for participants [1]

智通财经APP讯，和铂医药-B(02142)发布公告，辉瑞(集团的合作伙伴)将于2025年美国临床肿瘤学会 (ASCO)年会上发表同类首创靶向间皮素(MSLN)之抗体偶联药物 (ADC) MesoC2 (HBM9033/PF- 08052666)的首次人体1期临床研究设计。 MesoC2最初由公司全资附属公司诺纳生物(苏州)有限公司(诺纳生物)利用其专有的Harbour Mice平台及 一体化ADC平台自主研发，并于2023年12月通过全球许可协议授权予辉瑞。该ADC目前正在开展一项 针对多种晚期实体瘤患者的1期开放标签研究。 MesoC2在体外试验及异种移植模型中展示出显著的抗肿瘤疗效，并在食蟹猴中显示出可接受的安全性 特徵。 该项1期试验(NCT06466187)将按剂量递增、剂量优化和队列扩展开展，对最多365例患者进行评估 MesoC2的安全性、耐受性、药代动力学、药效动力学及基于RECIST v1.1标准的初步疗效。 摘要编号：TPS3163;展示形式：壁报;壁报编号：475a ;会议名称：壁报展示-新兴疗法-分子靶向药物与 肿瘤生物学 ;会议日期：2025年6月2日 展示核心要点： MesoC2是 ...

星展升六福集团目标价至21.03港元 评级"买入" 金十数据5月23日讯，星展发表研究报告指，由于近日市场波动，投资者因经济不确定因素上升而增持 黄金，而部分央行亦因全球能见度低以及对俄罗斯资产冻结的忧虑而买入更多黄金。市场预测至今年底 金价将上升超过10%。六福集团(00590.HK)受惠于不明朗时期潜在的黄金需求增长，3月底止末财季内 地零售收入按年增长1%，港澳地区则跌11%，较对上一季大幅改善。该行提到，六福轻资产模式有利 长远扩张，特别是中国内地低线城市。由于六福的黄金对冲亏损可能高于原先预期，星展对其今明两财 年的净利润预测分别下调11%和10%，维持"买入"评级，并延展估值基础至2026财年，以目标8倍市盈 率计，目标价由17.42港元上调至21.03港元。 ...

蔚来汽车(09866.HK)：5月25日19:30，新ET5 新ET5T将迎来上市发布。 ...

Group 1 - The core finding of the ASCO annual meeting is the announcement of the phase III clinical trial data for the "Defu Combination" (Bemarituzumab + Anlotinib) as a first-line treatment for locally advanced or metastatic squamous non-small cell lung cancer (sq-NSCLC), showing a median progression-free survival (PFS) of 10.12 months, outperforming the comparative drug [1] - This study represents the first positive phase III clinical research result comparing immune checkpoint (PD-1) inhibitors combined with chemotherapy for the first-line treatment of squamous non-small cell lung cancer [1] - The innovative clinical trial design involved sequential treatment with Bemarituzumab combined with chemotherapy followed by Bemarituzumab combined with Anlotinib, breaking through traditional treatment standards [1] Group 2 - Based on the clinical research results, the company has submitted a new indication application for the "Defu Combination," which was accepted by the National Medical Products Administration (NMPA) on April 22 [2] - Anlotinib has already been approved for 8 indications, with 5 more in the NDA stage, while the "Defu Combination" has received approval for 3 indications and has 3 more in the new drug application stage [2] - The ASCO annual meeting is a highly regarded event in the clinical oncology field, serving as an industry benchmark, with over 70 original research projects from Chinese researchers selected for oral presentations this year, including many "First in Class" and "Best in Class" studies [2]