海隆控股(01623.HK)涨超80%。 ...

Group 1 - The stock of China Spring (01969.HK) surged over 50% [1]

Group 1 - Hong Kong gold stocks are performing strongly, with Tongguan Gold (00340.HK) rising by 4.90% [1] - Chifeng Gold (06693.HK) increased by 1.80% [1] - Datang Gold (08299.HK) saw a rise of 1.69% [1] - Zhaojin Mining (01818.HK) experienced a gain of 1.62% [1]

智通财经7月8日电，港股中国春来拉升涨超50%。 ...

Core Insights - J&T Express reported strong growth in parcel volume for Q2 and the first half of 2025, with Q2 parcel volume reaching approximately 7.39 billion, a year-on-year increase of 23.5% [1] - The company achieved a total parcel volume of 13.99 billion in the first half of 2025, reflecting a 27% year-on-year growth [1] - J&T Express maintained its position as the leading express company in Southeast Asia for five consecutive years, with Q2 parcel volume in the region reaching about 1.69 billion, a remarkable 65.9% increase [1][2] Performance Metrics - Daily average parcel volume for Q2 was 81.2 million, while the first half recorded a daily average of 76.9 million [1] - In Southeast Asia, the daily average parcel volume for Q2 was 18.5 million, and for the first half, it was 17.7 million [1] - The company’s Southeast Asia parcel volume for the first half of 2025 grew by 57.9% to 3.23 billion [1][2] Strategic Collaborations - The strong performance in Southeast Asia is attributed to strategic partnerships with major e-commerce platforms, local brands, and various industry clients, leading to mutual growth [2] - Increased promotional activities and a wider range of product offerings from e-commerce platforms significantly boosted business volume [2] - J&T Express has successfully positioned itself as an independent enabler for e-commerce, leveraging high-quality services to capitalize on the overall growth of the e-commerce sector in the region [2]

港股开盘，恒生指数开涨0.17%，恒生科技指数开涨0.28%；创新药概念反弹，远大医药(00512.HK)涨 超5%；芯片股回升，上海复旦(01385.HK)涨1.5%。 ...

中金发布研报称，维持首程控股(00697)2025-2026年归母净利润预测6.04亿港元及7.06亿港元不变(同比 +47%及+17%)，维持跑赢行业评级，考虑到公司机器人布局进一步深化，该行提高目标价4%至2.60港 元，目标价对应2.0倍2025年市净率，较当前股价隐含56%的上行空间。公司当前交易于1.3倍2025年市 净率和1.2倍2026年市净率。 中金主要观点如下： 公司近况 2025年以人形机器人为代表的具身智能产品进入场景验证期，该行看好工业、商用部署潜力。首程控股 目标为全链条服务商，在机器人领域积极有为： 投资端：2024年1月19日，首程控股发布公告，公司与北京国管旗下公司共同成立北京机器人基金，管 理规模100亿元，至今已投资人形机器人本体、具身智能算法、脑机接口等创新领域。其中，宇树机器 人为全球四足机器人龙头公司，2024年全球市占率70%(按销量，高工机器人统计)，该行认为公司此次 追加投资有望享受优质资产发展红利。 运营端：首城机器人科技产业有限公司2025年2月成立，聚焦机器人销售代理、融资租赁、供应链管理 等，为初创企业提供产业运营经验，该行认为有望2025年贡献规模化收 ...

恒生指数开盘涨0.17%，恒生科技指数涨0.28%。创新药概念反弹，远大医药涨超5%。 ...

Group 1 - The core point of the news is that 基石药业 has entered into an exclusive strategic partnership with Istituto Gentili for the commercialization of Shugli monoclonal antibody in Western Europe and the UK, covering 23 countries [1][2] - According to the agreement, Gentili will receive exclusive commercialization rights for Shugli in 23 countries, including 18 EEA countries and the UK, Andorra, Monaco, San Marino, and Vatican City [1] - The total transaction amount can reach up to $192.5 million, which includes upfront payments and milestone payments related to registration and sales [1] Group 2 - Shugli is the first PD-L1 monoclonal antibody approved for first-line treatment of stage IV non-small cell lung cancer (NSCLC) in the EU and the UK, with a new indication application for stage III NSCLC already accepted by the European Medicines Agency (EMA) [2] - The partnership with Gentili is seen as an ideal collaboration to accelerate the accessibility of Shugli in the European market, especially in light of the ongoing changes in the US drug pricing system [2] - The company has already established four regional collaborations for Shugli in Europe, the Middle East, Africa, and Latin America, covering over 60 countries and regions, with plans to expand into Southeast Asia and Canada [2]

Group 1: Industry Developments - The National Development and Reform Commission aims to establish over 100,000 high-power charging facilities nationwide by the end of 2027, enhancing service quality and technology applications [2] - The State Administration for Market Regulation has implemented national standards for civil drone manufacturing, reducing costs and enhancing commercialization capabilities [2] - The Shanghai Municipal Government has introduced measures to promote high-quality development in the software and information services industry, encouraging rewards for companies exceeding certain revenue and growth thresholds [3] Group 2: Company News - BlueDai Technology is planning a change in control, with its stock suspended from trading starting July 8, 2023, due to the potential transfer of 18% of shares [4] - Xianggang Technology expects a net profit increase of 410% to 478% year-on-year for the first half of the year [4] - Industrial Fulian anticipates a net profit increase of 36.84% to 39.12% year-on-year for the first half of the year [5] - Huadian Science and Technology signed contracts worth approximately 2.516 billion RMB for coal yard design and construction, which is expected to account for 33.37% of the company's latest audited revenue [10]