智通财经APP获悉，远大医药(00512)高开逾3%，截至发稿，涨3.08%，报8.69港元，成交额796.87万港 元。 消息面上，继多款全球创新核药研发取得进展后，5月18日晚间，核药龙头远大医药再度传来重磅利 好，公司发布公告称，其位于成都温江的核药全球研发及生产基地已获得国家生态环境部颁发的甲级 《辐射安全许可证》，并将于2025年6月正式投入运营。该基地于2022年底签约，2023年4月全面启动环 评，同年11月获得施工许可正式破土动工，仅5个月实现主体封顶，以两年周期刷新了行业建设纪录， 且是目前全球核素种类最全、自动化程度最高的智能工厂之一。 根据公告，远大医药成都温江的核药全球研发及生产基地定位全球创新核药产业化高地，是全球首 个"零辐射"智能核药工厂，全流程辐射监测系统达到核电级安全标准。 该基地占地面积50亩，一期用地25亩，建设总面积超2.6万平方米，总规划投资拟超30亿元，聚焦同位 素工艺开发与制备、核药偶联技术、自动化标记技术等核心领域，覆盖核药早研、工艺开发、质量研 究、非临床研究、智能生产与精准配送一站式全生命周期管理，是目前国际范围内核素种类最全、自动 化程度最高的智能工厂之一 ...

Group 1 - The core point of the article is that the company,阅文集团 (00772.HK), experienced a decline of 4.73% in its stock price due to its removal from the Hang Seng Tech Index during the quarterly review of the Hang Seng Index [1] Group 2 - The removal from the Hang Seng Tech Index indicates a significant shift in the company's market position and may impact investor sentiment [1]

港股医药股走强，再鼎医药(09688.HK)涨超4%、康宁杰瑞制药-B(09966.HK)涨超2%、乐普生物- B(02157.HK)、四环医药(00460.HK)等跟涨。 ...

恒指低开0.81%，报23156.27点；恒生科技指数跌1.02%。阅文集团跌4.7%，阿里健康、阿里巴巴跌超 2.8%，京东健康跌2.1%。 ...

Group 1 - The Hong Kong pharmaceutical stocks are experiencing a strong performance, with Zai Lab (09688.HK) rising by 4.58% [1] - Other notable gainers include CStone Pharmaceuticals (09966.HK) increasing by 2.39% and Lepu Biopharma (02157.HK) up by 1.81% [1]

印尼禁止煤炭出口，国内煤炭市场或将紧张，国内煤价将提前止跌企稳。 投资建议。当前煤炭价格已经处于预期底部，估值明显偏低，伴随动力煤长协基准提升、焦煤长协价预 计维持高位，资源优质企业具备长期价值，转型企业具备成长空间，板块估值提升开启，1）当前首 推：中国神华、靖远煤电、电投能源、兖矿能源、中国旭阳集团；2）推荐：陕西煤业、淮北矿业、中 煤能源、山西焦煤、潞安环能、兰花科创、盘江股份、平煤股份。 1）事件：根据12月31日印尼政府新规，2022年1月禁止煤炭出口。 2）本次印尼限制煤炭出口，我们认为核心原因在于印尼煤炭产量不及预期，且国内消费量增加，导致 煤炭供不应求。印尼矿产能源部公布最新统计数据显示，截至12月17日印尼煤炭开采量达5.81亿吨，完 成年度产量目标的93%，全年产量预计略低于6.25亿吨目标， 2022 年煤炭产量目标提高到 6.37 ~6.64 亿 吨，但由于国内需求提升，出口潜力将有下降。 3）中国2020年/2021年1-11月进口煤及褐煤30399/29232万吨，其中来自印尼13783/17822万吨，占进口 45%/61%、占国内产量3.6%/4.9%，印尼煤供应对国内影响巨大 ...

投资建议。当前煤炭板块已处于预期底部，估值明显偏低，伴随动力煤长协基准提升、焦煤长协价预计维持高位，资 源优质企业具备长期价值，转型企业具备成长空间，板块估值提升开启，1）全年主线：高股息、绿电转型、成长性 煤化工，推荐：中国神华、靖远煤电、电投能源、兖矿能源、中国旭阳集团、宝丰能源；2）推荐资源优质企业：陕 西煤业、淮北矿业、中煤能源、山西焦煤、潞安环能、兰花科创、盘江股份、平煤股份。 风险提示。宏观经济不及预期；煤炭供给维持高位。 本报告导读： 煤价回落符合预期，板块表现韧性十足，无需担忧煤价，淡季不淡或重演；煤炭股投资更应淡化贝塔、探寻阿尔法， 高分红&转型机会将贯穿全年。 投资要点： 煤价回落符合预期，板块表现韧性十足。2022.2.14日CCTD环渤海动力现货Q5500参考价大幅下调至900元/吨，原1020 元/吨降幅为120元，与2.12日发改委会议要求港口限价上限一致。受此影响板块略有调整(CS煤炭-1.25%)，较沪深300 相对收益为-0.17%，表现出足够韧性。 煤价无需担忧，淡季不淡或重演。发改委对煤价的调控除行政限价外，还需配合产地增产、港口增调等一系列措施， 才能力保煤市回归平稳。 ...

同日，企通富源与雅亿共创及陈展生订立海南雅亿合伙协议，共同投资于海南雅亿共赢科技合伙企业 (有限合伙)("海南雅亿合伙")。各方同意向海南雅亿合伙以现金出资，海南雅亿合伙的认缴出资总额为 人民币2亿元，其中雅亿共创为普通合伙人，认缴出资额为人民币3,000万元，出资比例为15%；而企通 富源及陈展生为有限合伙人，分别认缴出资额为人民币12,000万元及人民币5,000万元，分别的出资比例 为60%及25%。企通富源的认缴出资额将会以其合伙人的认缴出资总额为人民币1.2亿元拨付。 格隆汇5月19日丨企展控股(01808.HK)发布公告，公司的间接全资附属公司北京企展边缘计算于2025年5 月17日与南京锦铭研和产业投资管理合伙企业(有限合伙)("有限合伙人I")及建陆承方(深圳)投资有限公 司("有限合伙人II")签订合伙协议，共同向北京企通富源企业管理中心（有限合伙)("企通富源")出资。 各方同意向企通富源以现金出资，企通富源的认缴出资总额为人民币1.2亿元，其中北京企展边缘计算 为普通合伙人，认缴出资额为人民币5,000万元，出资比例为41.67%；而有限合伙人I及有限合伙人II为 有限合伙人，分别认缴出 ...

Core Viewpoint - Naixue's recent price increase on breakfast items, following a logo change, has led to consumer dissatisfaction and potential loss of loyal customers due to perceived value reduction and increased costs [1][3][12]. Group 1: Price Adjustments - Naixue has significantly altered its breakfast offerings in the Guangzhou and Shenzhen regions, requiring customers to purchase a membership card to access the previous 9.9 yuan breakfast package [2][3]. - Without the membership card, the breakfast package price has increased to a minimum of 15.9 yuan [4]. - The previous breakfast items, such as the purple sweet potato and taro double filling, have seen price increases from 9.9 yuan to 15.9 yuan, and other items have also increased in price [6][10]. Group 2: Consumer Reactions - Many consumers have expressed dissatisfaction on social media, feeling that the new pricing structure is a disguised price hike and creates barriers to purchase [12][13]. - Customers have noted that the membership card does not allow the use of stored value balances, leading to frustration and disappointment [14]. Group 3: Business Performance - Naixue's breakfast business saw a remarkable sales increase of 620% year-on-year in the first half of 2023, but overall revenue has been under pressure due to rising costs and market competition [20][21]. - The company reported a revenue of 4.92 billion yuan for 2024, a decline of 4.7% year-on-year, and a net loss of 920 million yuan, compared to a profit of 20.09 million yuan in 2023 [24][23]. Group 4: Strategic Changes - In response to financial pressures, Naixue plans to implement various strategies, including innovative brand marketing and the introduction of new store formats to enhance market share [27][29]. - The recent logo change aims to refresh the brand identity, with the new name "NaiSnow" reflecting a blend of nature, art, and imagination [28].

Group 1: New Stock Subscription and Listings - A new stock subscription for GQ Down Material (001390.SZ) occurred on May 19, with two other stocks, Taili Technology (301595.SZ) and Weigao Blood Purification (603014.SH), being listed [1][2] Group 2: GQ Down Material - GQ Down Material focuses on the R&D, production, and sales of high-spec down products, primarily goose and duck down, serving the apparel and bedding industries [2] - The company aims to invest 2.82 billion yuan in a green manufacturing project for 2,800 tons of functional down, 0.54 billion yuan in upgrading its technology and R&D center, and 1.65 billion yuan for working capital [4] - GQ Down Material is a leader in the down materials industry in China, supplying approximately 12% of the down clothing market in 2022 [5][6] Group 3: Taili Technology - Taili Technology specializes in new materials R&D and vacuum technology applications, producing various home storage products and related functional materials [7] - The company plans to allocate 3.20 billion yuan for the construction of a production and logistics center, 0.74 billion yuan for a R&D center, and 1.00 billion yuan for working capital [11] - Taili Technology is the exclusive supplier of compression bags for China's aerospace sector, with products used in space missions [11] Group 4: Weigao Blood Purification - Weigao Blood Purification, established in 2004, focuses on the R&D, production, and sales of medical products for blood purification, including dialysis machines and related consumables [13] - The company intends to invest 3.42 billion yuan in intelligent production construction, 2.26 billion yuan in dialysis machine production, and 4.00 billion yuan for working capital [15][16] - Weigao Blood Purification holds a 32.5% market share in the domestic blood dialysis machine sector, ranking first in the industry [17]