资料显示，药师帮股份有限公司成立于2015年,是中国院外医药产业最大的数字化综合服务平台。药师 帮致力于用数字化赋能院外医药市场的参与者,包括药企、药品分销商、药店及基层医疗机构,努力以安 全高效的方式将医药健康产品及服务带给下游,使用户都能以公平且透明的价格轻松获得大量、全面且 有品质保证的药品。药师帮以让好医好药普惠可及为使命,驱动医疗健康生态系统整体效率的提升。通 过深耕基层市场,药师帮积累了强大的数据能力,构建并不断完善业务模式,以满足院外医药市场数字化日 益增长的需求。截至2024年,药师帮覆盖49.1万家药店及33万家基层医疗机构,渗透全国98.9%的县域和 91.2%的乡镇,其中月均活跃买家达到43.3万个,建立起国内最大的数字化医药交易与服务网络。 大事提醒 2025年6月5日，公司以每股9.86-9.98港元回购6万股,回购金额59.56万港元 6月6日，截至港股收盘，恒生指数下跌0.48%，报23792.54点。药师帮（09885.HK）收报10.88港元/ 股，上涨8.37%，成交量2032.56万股，成交额2.18亿港元，振幅13.84%。 最近一个月来，药师帮累计涨幅42.12%，今 ...

金十期货6月6日讯，伦敦金属交易所（LME）有色金属库存及变化如下： LME有色金属库存日报 1. 铜库存132400吨，减少5600吨。 2. 铝库存363850吨，减少2000吨。 3. 镍库存200106吨，减少618吨。 4. 锌库存136975吨，减少175吨。 5. 铅库存281275吨，减少1375吨。 6. 锡库存2440吨，减少5吨。 ...

Core Insights - The article highlights the significant rise of the collectible toy industry, particularly driven by the success of Pop Mart's LABUBU, which has become a global phenomenon since 2024, leading to increased market interest and investment in the sector [2][5][8]. Company Performance - Pop Mart's LABUBU has contributed to a remarkable financial performance, with its revenue from the THE MONSTERS series exceeding 30 billion yuan in 2024, and the company achieving a market capitalization of over 330 billion HKD [5][8]. - The stock price of Pop Mart surged from below 10 HKD in Q4 2022 to 252.6 HKD by June 2025, marking an increase of over 24 times [5][8]. - Other companies in the collectible toy space, such as Blokku, have also seen significant stock price increases, with Blokku's stock rising 40.85% on its debut and reaching new highs [6][8]. Market Trends - The collectible toy market has grown nearly tenfold from 63 billion yuan in 2015 to 600 billion yuan in 2023, with projections estimating it will reach 1,101 billion yuan by 2026 [8]. - The main consumer demographic for blind box toys consists of individuals born in the 1990s and 2000s, who represent 78% of the market and exhibit strong purchasing power [8]. IP Development and Competition - The success of LABUBU is attributed to its unique design and the influence of celebrities, which has helped it break into mainstream culture [4][6]. - Companies are increasingly focusing on IP development, with Pop Mart and others needing to continuously innovate to avoid becoming obsolete [9][10]. - The competitive landscape is shifting, with companies like 52TOYS and KAYOU also exploring overseas markets and developing their own IPs to enhance their market positions [12][15]. International Expansion - Pop Mart's overseas revenue reached 50.66 billion yuan in 2024, a 375.2% increase, with Southeast Asia being the most lucrative market [14][15]. - Other companies, such as KAYOU and 52TOYS, are also expanding internationally, with plans to open stores in Hong Kong and Macau, and to establish a presence in North America and Southeast Asia [15]

港股收盘，恒指收跌0.48%，科指收跌0.63%。稳定币概念股回调，中国光大控股(00165.HK)跌超17%； 创新药概念股逆势上涨，石药集团(01093.HK)涨超12%。 ...

Core Viewpoint - AIA Group Limited announced the retirement of its current independent non-executive chairman, Mr. Mark Tucker, effective September 30, 2025, and appointed Sir Mark Tucker as the new independent non-executive chairman, pending regulatory approval, effective October 1, 2025 [1][3] Group 1 - Mr. Mark Tucker expressed gratitude for the support received during his over sixty years with AIA Group and thanked his colleagues for their contributions [3] - AIA Group's CEO, Lee Yuan Siong, acknowledged Mr. Tucker's unparalleled contributions to the company and highlighted his leadership in achieving significant milestones [3][4] - Sir Mark Tucker has over 40 years of experience in the financial services industry and previously served as AIA Group's CEO from 2010 to 2017 [1][3] Group 2 - Lee Yuan Siong emphasized the expectation of benefiting from Sir Mark Tucker's extensive experience in financial services and his passion for Asia [4]

港股药师帮(09885.HK)涨超9%，创近一年半新高。 ...

Core Viewpoint - The global economic recovery by 2025 is revitalizing the Hong Kong stock market, with the IP toy industry being a focal point for capital market attention, highlighted by 52TOYS' IPO plans and valuation of 4.273 billion RMB [1][6]. Company Overview - 52TOYS, the third-largest IP toy company in China, has adopted an "IP hub" strategy since its brand launch in 2015, focusing on diverse consumer needs and extensive product development [1][3]. - The company has launched various product lines, including blind boxes and transformable mechas, and has developed its first original IP, "Beast Box" [3][12]. - As of 2024, 52TOYS has 35 proprietary IPs and 80 licensed IPs, with a total of 2,800 SKUs and over 500 new products introduced annually [3][12]. Financial Performance - Revenue from 2022 to 2024 shows growth from 462.9 million RMB to 630.1 million RMB, with a notable increase in sales cost and a fluctuating gross margin [10][11]. - The company reported a net loss of 1.22 billion RMB in 2024, with adjusted net profits showing a gradual improvement [12]. - The revenue structure is increasingly reliant on licensed IPs, which accounted for 64.5% of total revenue in 2024, while proprietary IPs contributed only 24.5% [12]. Market Position and Challenges - Despite its growth, 52TOYS faces challenges in creating blockbuster proprietary IPs comparable to competitors like Pop Mart's MOLLY [8][12]. - The company has seen a significant shift in its distribution strategy, reducing direct stores from 19 in 2022 to 5 by early 2025, while increasing reliance on distributors [12][14]. - The competitive landscape is intensifying, particularly in overseas markets, where 52TOYS has seen over 100% CAGR in revenue since 2022 [13][14]. Strategic Partnerships - Recent strategic investments from Wanda Film and Ru Yi Holdings have increased 52TOYS' valuation and provided a 7% stake to these investors, indicating confidence in the company's growth potential [5][6]. - A strategic partnership with Wanda Film aims to leverage both companies' strengths in IP toy product development and marketing [6]. Future Outlook - The company's future success hinges on its ability to innovate and develop impactful proprietary IPs while navigating the competitive landscape of the global toy market [16][18]. - The ongoing global economic recovery is expected to enhance consumer demand for IP toys, presenting opportunities for growth [1][16].

本报时报记者 卢梦雪 见习记者 张萌 北京报道 6月4日晚，港股上市的宜宾市商业银行（下称"宜宾银行"）发布公告，宣布董事会审议通过委任蒋琳为该行行 长，并建议其担任执行董事。 这项任命终结了宜宾银行近两个月的行长空缺期。原行长杨兴旺因"个人身体原因"于今年4月8日突然辞职，而彼 时距离宜宾银行登陆港交所还未满三个月。 新任行长蒋琳的履历丰富，从政府公职人员到五粮液集团高管，再到银行掌舵者，跨越政、企、金融三大领域。 2023年9月起，蒋琳开始担任宜宾银行非执行董事，同时继续兼任五粮液集团的相关职务。履新的背后，这家新晋 港股银行面临的挑战依旧显著：2024年营业收入增速骤降至0.5%，净息差缩窄至1.71%，制造业贷款不良率大幅 攀升……蒋琳的接任能否带领宜宾银行突破增长瓶颈，仍需时间检验。 新行长就任 曾拟任副行长但未获批准 行长之位空缺近两个月后，46岁的蒋琳经宜宾银行董事会审议通过，被委任为行长，并建议担任执行董事。 早在2023年9月，宜宾市人民政府便提名蒋琳担任宜宾银行副行长、董事职务，同时免去其在五粮液集团的副总经 理、董事职务。然而，蒋琳的副行长任职资格始终未获得监管部门的核准。同月，国家金融 ...

Core Viewpoint - The controversy surrounding the product "Kefumei" from Giant Biological has intensified, with the company defending its product's integrity against allegations of false advertising and insufficient collagen content [1][2]. Company Overview - Giant Biological, established in 2000, went public on the Hong Kong Stock Exchange in 2022 and specializes in skin care products featuring recombinant collagen as a key active ingredient [2]. - The company owns several brands, with "Kefumei" and "Kelin" being its core products [2]. Financial Performance - In 2024, Giant Biological reported revenue of 5.539 billion yuan, a year-on-year increase of 57.17%, and a net profit attributable to shareholders of 2.062 billion yuan, up 42.06% [2]. - The "Kefumei" brand generated revenue of 4.542 billion yuan in 2024, reflecting a 62.9% year-on-year growth, increasing its share of the company's total revenue from 79.1% to 82% [2]. Industry Context - The recombinant collagen industry is experiencing growth, while the hyaluronic acid sector, represented by Huaxi Biological, is facing challenges, including declining revenue and profits [2][3]. - Huaxi Biological reported a revenue drop of 4.45% in 2023, with a further decline of 11.61% in 2024, alongside a significant decrease in net profit [3]. Market Reaction - Following the controversy, Giant Biological's stock price fell by 8.70% to 60.85 HKD per share, with a total market value of approximately 65.165 billion HKD, and a cumulative decline of 25.20% over nine trading days [3].

碧桂园第三次延长境外债务重组支持协议同意费期限，希望年内完成境外债务重组 金十数据6月6日讯，碧桂园（02007.HK）发布公告，根据境外债务重组支持协议，继续延长重组支持 协议同意费用限期，这是碧桂园第三次延长同意费用期限。公告称，公司可酌情单方面延长早鸟重组支 持协议同意费用限期和一般重组支持协议同意费用限期。有众多债权人尚未加入重组支持协议，但彼等 支持建议重组。该等债权人正在办理其常规内部审批程序，办理后方可正式加入重组支持协议。碧桂园 的境外债务重组涉及债务的本金额为140.74亿美元。今年以来，碧桂园有意加快重组的进展，并希望能 在2025年12月31日前完成。 （澎湃） ...