随着AI医疗热度攀升,公募基金开始挖掘低配标的。药师帮等港股AI医疗标的近期获平安、中欧等头部 公募调研,而医渡科技凭借技术壁垒与港股流动性改善,自4月以来股价涨幅领先,机构覆盖预期持续升 温。DeepSeek等机构招募"医学+AI"复合型人才,亦侧面印证产业对医渡科技式技术驱动型企业的需求。 机构看好长期空间,医渡科技领跑产业变革 创金合信全球医药QDII基金经理毛丁丁认为,AI制药与医疗数据应用是核心赛道,医渡科技在临床决策支 持系统的布局契合"诊疗+AI"趋势;长城消费增值基金经理龙宇飞则强调,AI与医药产业融合将重塑研发 边界,医渡科技作为港股AI医疗标杆,有望持续受益政策支持与商业化突破。 公募基金密集加仓,医渡科技成重仓新宠 近期,多家公募基金将医渡科技纳入核心持仓。截至一季度末,平安医药精选基金配置医渡科技仓位达 8.84%,景顺长城隽发平衡养老FOF等偏债型FOF亦通过持仓医渡科技等AI医疗标的,在低风险策略中捕捉 高弹性收益。银华医疗健康基金更彻底转向AI医疗赛道,清仓传统创新药标的,将讯飞医疗科技、京东健 康与医渡科技列为前三大重仓股,押注AI技术对医疗场景的改造潜力。 AI商业化提速,医 ...

公开资料显示，两宗地块位于昌平区史各庄街道，东至生命园新贤街（福创路），南至生物医药街，西 至景创路，北至郝庄子南街，紧邻中关村生命科学园的核心区域。配套设置方面，地块临近地铁昌平线 生命科学园站，周边1.2公里有建筑面积达46万平方米、入驻品牌超过800家的北京超极合生汇商场，以 及万达广场、北大国际医院、北京一零一中学昌平实验学校等公共设施，交通便利、配套完善。 【1】海南：开展偿还异地住房公积金贷款约定提取业务 6月5日，海南省住房公积金管理局官网发布《海南省住房公积金管理局关于开展偿还异地住房公积金贷 款约定提取业务的通知（征求意见稿）》（以下简称《征求意见稿》）。 《征求意见稿》提出，缴存人家庭在外省有尚未结清的住房公积金贷款，且本年度已提取的住房公积金 总额尚未达到该笔贷款本年度还款总额度的，可向海南省住房公积金管理机构申请办理异地公积金贷款 约定提取业务。 【2】贝好家、越秀地产联合体23.95亿元竞得北京昌平两宗地块 6月5日，北京市昌平区中关村生命科学园三期及"北四村"棚户区改造和环境整治B地块项目CP01—0601 —0077、0078地块挂牌出让，总面积30729.07平方米，容积率≤2 ...

Core Viewpoint - The report indicates a positive outlook for Geely Automobile's sales and financial performance, driven by the launch of several new models and the implementation of the "Smart Geely 2025" strategy [1][2] Sales Performance - In May 2025, Geely's total sales reached 235,000 units, a year-on-year increase of 46%, with new energy vehicle (NEV) sales at 138,000 units, including 95,000 pure electric vehicles (EVs) and 43,000 plug-in hybrids, representing year-on-year growth of 178% and 76% respectively [1] - From January to May 2025, Geely's total sales amounted to 1.173 million units, up 49% year-on-year, with NEV sales at 603,000 units, including 426,000 EVs and 177,000 plug-in hybrids, showing year-on-year increases of 184% and 70% respectively [2] Brand Performance - In May 2025, sales by brand included 189,000 units for the Geely brand (up 57% year-on-year), 28,000 units for the Lynk & Co brand (up 27%), and 19,000 units for the Zeekr brand (up 2%) [1] - For the first five months of 2025, the Geely brand sold 971,000 units (up 57% year-on-year), Lynk & Co sold 128,000 units (up 26%), and Zeekr sold 74,000 units (up 9%) [2] Export Performance - In May 2025, overseas exports totaled 30,000 units, a year-on-year decline of 20% [1] - For the first five months of 2025, overseas exports reached 144,000 units, down 12% year-on-year [2] Future Outlook - Geely plans to launch 10 new NEV models in 2025, with a sales target of 2.71 million units for the year, including 1.5 million NEVs [2] - The Geely brand aims for a sales target of 2 million units, with plans to introduce 5 new NEV models and several refreshed models [2] - The Zeekr Technology Group targets sales of 710,000 units, including 320,000 units for the Zeekr brand and 390,000 units for the Lynk & Co brand, with plans for 5 new NEV models and multiple refreshed models [2] Financial Projections - The company expects net profit attributable to shareholders to grow, with projections of 16.3 billion yuan, 18.2 billion yuan, and 23.7 billion yuan for 2025, 2026, and 2027 respectively, and corresponding EPS of 1.62 yuan, 1.81 yuan, and 2.35 yuan [1] - A target price of 29.31 HKD is set for 2025, based on a PE ratio of 16.6 times [1]

Core Viewpoint - The company has signed a three-year natural uranium sales agreement with its parent company, China Uranium Development, for the years 2026-28, with benchmark prices and annual increment factors exceeding market expectations, indicating a positive outlook for the global nuclear energy revival and the company's profitability and valuation [1] Pricing and Sales Agreement - The benchmark price for the new agreement is set at $94.22, $98.08, and $102.1 per pound of U3O8 for the years 2026, 2027, and 2028 respectively, which is significantly higher than the market average of $80 per pound since February [1] - The annual increment factor for the new agreement is increased to 4.1%, up from 3.5% in the previous agreement, reflecting a positive industry outlook on global uranium supply and demand tightening [2] - The proportion of spot price in the pricing formula has been raised from 60% to 70%, enhancing the company's profit elasticity and aligning future sales prices more closely with spot market trends [2] Sales Capacity and Growth Potential - The annual sales cap in the new agreement considers potential resource increases, with expected annual sales volumes of 1,438, 1,617, and 1,598 tons of U3O8 for the years 2026, 2027, and 2028, plus an additional buffer of 600 tons per year [2] - This clause reinforces the company's role as a platform for overseas uranium asset development under China General Nuclear Power Group, highlighting its growth potential in seeking uranium resource investment opportunities [2] Profit Forecast and Valuation - The company has adjusted its net profit forecasts for 2026-27 upwards by 15% and 10% to 1.028 billion and 1.135 billion yuan respectively, with corresponding EPS of 0.14 and 0.15 yuan [2] - The target price has been raised to HKD 2.43 from HKD 1.88, reflecting a clearer expectation of volume and price for 2026, with a P/E ratio of 18.0x for 2026 [2]

Group 1 - The company signed a sales framework agreement with China General Nuclear Power Group, establishing a pricing mechanism for uranium procurement from 2026 to 2028, consisting of 30% fixed price and 70% spot price [1] - The fixed price for 2026 is set at $94.22 per lb U3O8, increasing annually by a factor of 1.041, resulting in prices of $94.22, $98.08, and $102.10 per lb U3O8 for 2026, 2027, and 2028 respectively [1] - The expected sales volume for uranium is projected to be 1438 tons in 2026, 1617 tons in 2027, and 1598 tons in 2028 based on the company's current capacity and business plans [1] Group 2 - The new three-year uranium trade long-term contract features a significant increase in fixed prices compared to the previous cycle, with fixed prices for 2026, 2027, and 2028 rising approximately 42%, 48%, and 55% respectively compared to 2025 [2] - The proportion of spot price in the new contract has increased from 60% to 70%, enhancing the company's earnings elasticity [2] - The company has revised its net profit forecasts for 2025-2027 to HKD 630 million, HKD 950 million, and HKD 1.1 billion, respectively, up from previous estimates of HKD 635 million, HKD 785 million, and HKD 836 million [2]

长城证券认为，医药板块利好政策频出，行业景气度有望稳步复苏。短期内，前期受医药反腐和集采影 响较大的院内市场，有望逐步复苏，建议关注制剂板块优质标的。中长期看，创新疗法具备较大增量和 国产化需求，国产BIC/FIC创新药数量和质量稳步提升，国产化和走向国际均具备广阔空间，建议关注 管理效率优异、产品管线优质的制药企业。 恒生医疗指数ETF（159557）标的指数为恒生医疗保健指数，该指数旨在反映恒生综合指数里主要经营 医疗保健业务成分股公司的表现。 消息面来看，据中国证券报，医药魔方数据显示，2025年第一季度，中国药企共完成33笔license-out （对外授权）交易，交易总金额达366.33亿美元，同比增长约258%。业内人士表示，中国药企正走向 创新研发的国际前列。随着中国创新药管线质量的持续提升，未来中国企业对外授权交易数量与金额有 望保持增长。 中泰证券指出，中国创新药行业经历前期的资本红利泡沫，到泡沫破灭后的重新上路，当前国产创新真 正展现成果，从跟跑到领跑，且持续获得海外MNC认可，不断刷新BD交易金额。创新药大时代已然到 来，建议积极拥抱，加配医药板块。 6月6日早盘，港股弱势震荡。截至发稿 ...

ASCO 2025 大会公布多项重要临床数据：ASCO 2025 大会上，公司肿瘤管线共有18 项研究获展示，涵 盖苏维西塔单抗、SIM0270（口服SERD）、科赛拉等重点品种。我们建议重点关注：1）苏维西塔单抗 治疗铂耐药卵巢癌III 期研究的OS 最终分析，治疗组和对照组的中位OS 分别达到15.3 个月/14.0 个月 （HR 0.768，95% CI 0.595-0.991，P=0.0304），该适应症正处于上市审评阶段，我们预计将于年内获 批。考虑到贝伐珠在该适应症上并未取得统计学显著的OS 改善（III 期AURELIA 研究），我们认为该 结果进一步验证苏维西塔相比贝伐珠的me-better 潜质。2）SIM0270 + 哌柏西利治疗二线级以上 ER+/HER- 乳腺癌的Ib 期研究结果，ORR 和CBR 分别达到41.5%/82.5%，在基线ESR1 突变患者中则达 到87.5%/100%。目前公司正在开展一项III 期研究，评估SIM0270 +依维莫司治疗CDK4/6 抑制剂经治 ER+/HER2- 乳腺癌的疗效。此外，公司曾在4 月的AACR 大会上公布了多款处于临床早期/临床前ADC ...

港股金属股走强 中国白银集团涨超20% 智通财经6月6日电，截至发稿，中国白银集团(00815.HK)涨20.55%、中国黄金国际(02099.HK)涨 5.62%、招金矿业(01818.HK)涨3.21%。消息方面，国际银价持续走强，目前价格处于36美元附近。 ...

《中国民航报》、中国民航网 记者路泞 通讯员李兆辉 报道：近日，青海省果洛州林业和草原局向青海 机场有限公司果洛机场捐赠了价值十万元的鸟类趋避剂等专业鸟防物资，助力机场构建更完善的鸟害防 治体系。 果洛州林业和草原局扎西才让局长表示，机场作为区域经济发展的空中桥梁，其安全运行直接关系到地 方经济社会发展大局，更承载着万千旅客的生命安全与家庭幸福。 鸟害防治是民航安全的隐形防线，每一只飞鸟与航空器的相遇都可能引发安全隐患。作为地方林草主管 部门，肩负着守护生态环境与支持民航安全的双重责任。物资支援更是政企携手构建"生态保护+航空 安全"协同机制的具体实践。州林草局后续将依托专业技术优势，与机场联合开展鸟类活动监测、栖息 地优化等工作，通过建立常态化沟通机制，从源头降低鸟击风险，共同为果洛民航事业筑牢安全屏障。 （青海机场有限公司供图） 果洛机场负责人认为，这批鸟防物资切实解决了机场在鸟害防治中的物资缺口问题。机场将以此次捐赠 为契机，全面升级鸟防工作体系，一方面加快物资投入使用，强化跑道周边鸟类活动管控；另一方面将 与林草部门深化合作，共同制定科学的鸟防方案，通过生态调控与技术防范相结合的方式，提升鸟害预 警和 ...

根據最新數據顯示，港交所的支撐位分別落在386元與361元，代表下方存在較強承接力，而短期阻力位為410元，若能突破，將有望進一步挑戰423元的上方 區域，延續反彈格局。技術模型估算上升概率為52%，與現時的動量走勢相符。 港交所（00388.HK）在技術面展現強勁升勢，近五日振幅為4.9%，波幅溫和，顯示資金流入穩定、投資者買盤理性而有序。現價已遠超各主要移動平均線，當中 MA10為393.92元、MA30為372.25元、MA60為358.2元，均呈現多頭排列，反映中短期趨勢同步向上，市場整體氣氛偏多。截止今日10點40分，股價報405.2元，升幅 0.5% 週三的盤後點評【港股Podcast】中提到：港交所 (00388)：投資者表示港交所高位周K九連陽，很多企業都會排隊來上市，繼續持有，長線看好 最少450。也有投資者認為上至408元會先離場。窩輪市場上，有投資者關注牛證，收回價280元。 Simon:投資者的氣氛整體偏好，參考技術信號為"強力買入"。其中有17個買入信號，1個賣出信號以及6個中立信號，走勢處於穩步上揚的趨勢。 短線看，阻力位在409元，與投資者看法十分接近。如果突破則上試第二阻力位4 ...