美政府被爆有意入股英特尔,美媒:系白宫有意模糊政府与产业界限新迹象
Huan Qiu Shi Bao· 2025-08-15 22:40
【环球时报综合报道】彭博社14日援引知情人士的消息称,美国总统特朗普正与英特尔谈判,让美国政 府入股这家陷入困境的芯片制造企业。英特尔股价周四上涨超过7%。报道称,这是白宫有意模糊政府 与产业之间界限的最新迹象。 上周,特朗普以"利益冲突"为由,要求英特尔新任首席执行官(CEO)陈立武辞职,后者于周一赴白宫 与特朗普会面。知情人士称,入股计划源于本周两人的会面,总体构想是由美国政府出资购买英特尔股 份,具体细节仍在梳理。另一位知情人士表示,相关计划仍有变数,谈判可能无疾而终。白宫发言人回 应称,除非政府正式宣布,否则有关假设性交易的讨论应被视为猜测。英特尔则表示,期待继续与特朗 普政府合作,但"不会对传闻或猜测发表评论"。彭博社提到,英特尔近年来受到市场份额流失和技术优 势丧失的打击。陈立武前一任CEO表示要在俄亥俄州扩建新工厂,以振兴该公司,但如今因财务问题不 得不宣布放缓该计划。报道还称,特朗普在三次总统竞选中都赢下了俄亥俄州。 彭博社援引知情人士的话说,如果政府与英特尔达成协议,将有助于支持英特尔兴建俄亥俄州的工厂园 区。英国广播公司引述科技分析师的话说,美政府入股能为英特尔提供资金和政府支持。尽管这并 ...
众安在线前7个月原保险保费收入总额约199.17亿元 同比增长5.82%
Zhi Tong Cai Jing· 2025-08-15 20:13
Group 1 - The core point of the article is that ZhongAn Online (06060) announced its total original insurance premium income for the period from January 1, 2025, to July 31, 2025, is approximately RMB 19.917 billion, representing a year-on-year growth of 5.82% [1]
海底捞上涨2.41%,报19.765美元/股,总市值12.85亿美元
Jin Rong Jie· 2025-08-15 19:46
资料显示,特海国际控股有限公司是国际市场领先的中式餐饮品牌,致力在全球传播中式饮食文化。海 底捞餐厅以其独特的就餐体验和口碑优异的服务品质,已经在全球形成一种文化现象。 本文源自金融界 大事提醒: 8月26日,海底捞将披露2025财年中报(数据来源于纳斯达克官网,预计披露日期为美国当地时间,实 际披露日期以公司公告为准)。 8月16日,海底捞(HDL)盘中上涨2.41%,截至03:23,报19.765美元/股,成交4.67万美元,总市值12.85 亿美元。 财务数据显示,截至2025年03月31日,海底捞收入总额1.98亿美元,同比增长5.4%;归母净利润1193.8 万美元,同比增长367.85%。 ...
马鞍山钢铁股份有限公司董事会决议公告
Shang Hai Zheng Quan Bao· 2025-08-15 19:35
股票代码:600808 股票简称:马钢股份 公告编号:2025-033 马鞍山钢铁股份有限公司 董事会决议公告 马鞍山钢铁股份有限公司("本公司"或"公司")董事会及全体董事保证本公告内容不存在任何虚假记 载、误导性陈述或者重大遗漏,并对其内容的真实性、准确性和完整性承担个别及连带责任。 一、董事会会议召开情况 2025年8月15日,公司召开第十届董事会第四十二次会议,会议应到董事6名,实到董事6名,会议由董 事长蒋育翔先生主持。本次董事会会议的召开符合有关法律法规及公司章程的规定。 二、董事会会议审议情况 (一)同意张文洋先生辞去公司董事、董事会战略与可持续发展委员会委员及总经理、财务负责人职 务。 具体内容详见本公司同日发布的《马鞍山钢铁股份有限公司关于公司董事、高级管理人员离任的公告》 (公告编号:2025-034)。 表决结果:同意6票,反对0票,弃权0票。同意张文洋先生辞去公司财务负责人职务事项已经公司董事 会审计与合规管理委员会审议通过。 (二)同意聘任陈国荣先生为公司副总经理、财务负责人。 具体内容详见本公司同日发布的《马鞍山钢铁股份有限公司关于高级管理人员变更的公告》(公告编 号:2025-0 ...
卫龙美味(09985.HK):魔芋高增长牵引 规模效应超预期释放
Ge Long Hui· 2025-08-15 18:55
Core Viewpoint - The company reported a strong performance in H1 2025, with revenue and net profit both increasing by 18.5% year-on-year, driven by growth in vegetable products and effective channel strategies [1][2] Financial Performance - H1 2025 revenue reached 3.48 billion yuan, with a net profit of 740 million yuan, both reflecting an 18.5% increase year-on-year [1] - The company's gross margin and net margin were 47.2% and 21.1%, respectively, showing a slight decline of 2.6 percentage points and 0.1 percentage points year-on-year [2] - The company announced an interim dividend of approximately 0.18 yuan per share, with a payout ratio of about 60% [2] Product Performance - Sales of noodle products, vegetable products, and other categories were 1.31 billion yuan, 2.11 billion yuan, and 60 million yuan, respectively, with vegetable products growing by 44.3% year-on-year, while noodle products saw a decline of 3.2% [1] - The company expects continued growth in the konjac segment, benefiting from new flavors and product forms [2] Channel Strategy - Offline sales increased by 21.5%, while online sales decreased by 3.8% in H1 2025, indicating a shift in consumer purchasing behavior [1] - The company is enhancing its traditional channels and accelerating cooperation with emerging channels, which is expected to drive performance [2] Regional Performance - Revenue growth by region in H1 2025 was as follows: East China +22.9%, Central China +14.7%, North China +13.5%, South China +34.6%, Southwest +17.3%, Northwest +18.9%, and overseas +54.4% [1]
丽珠医药集团股份有限公司关于JP-1366片注册上市许可申请获受理的提示性公告
Shang Hai Zheng Quan Bao· 2025-08-15 18:12
Core Viewpoint - Lijun Pharmaceutical Group has received acceptance for the registration application of JP-1366 tablets, an innovative potassium ion competitive acid blocker (P-CAB) aimed at treating gastroesophageal reflux disease (GERD) [1][2]. Group 1: Drug Registration and Approval - The National Medical Products Administration (NMPA) has issued an acceptance notice for the domestic production registration of JP-1366 tablets [1]. - The drug is designed to inhibit gastric acid secretion, promoting esophageal mucosal healing and alleviating reflux symptoms [2]. - The application for market approval is based on a Phase III clinical study involving 362 patients, demonstrating non-inferiority in mucosal healing compared to a standard treatment [2]. Group 2: Clinical Research and Development - The Phase III clinical trial for JP-1366 tablets commenced with the first patient enrolled in December 2024, and the last visit completed by June 2025 [2]. - The total research and development expenditure for JP-1366 tablets has reached approximately RMB 185.21 million [4]. Group 3: Market Situation - Proton pump inhibitors (PPIs) and P-CABs are recognized as first-line treatment options for gastroesophageal reflux disease in clinical guidelines [6]. - The domestic sales of P-CABs are projected to reach approximately RMB 1.25 billion in 2024, reflecting an 81.22% year-on-year growth [6]. - In the first quarter of 2025, P-CAB sales are estimated at around RMB 394.35 million, marking an 81.63% increase compared to the same period in 2024 [6].
新琪安(02573.HK)盈喜:预计上半年溢利增加幅度为500%–600%
Ge Long Hui· 2025-08-15 18:07
Core Viewpoint - New Qian'an (02573.HK) expects significant growth in its financial performance for the six months ending June 30, 2025, with revenue projected to increase by 50%–60% and profit anticipated to rise by 500%–600% [1] Group 1 - The expected increase in performance is primarily attributed to higher sales of the company's main products, sucralose and food-grade glycine, which have led to increased revenue and gross profit during the period [1]
入股英特尔钱从哪来?特朗普政府可能利用《芯片法案》
Hua Er Jie Jian Wen· 2025-08-15 17:45
消息传出后,英特尔股价本周周五开盘后保持涨势,盘初曾涨5.3%,特朗普称两周内宣布半导体关税后涨幅曾收窄到约1%,后扩 大涨幅,临近午盘时一度涨约6.3%,势将在周四传出美国政府考虑直接入股英特尔的消息后进一步走高,到收盘,股价两日涨幅 有望超过10%。 美国政府考虑要直接砸钱扶持英特尔了,问题是钱从哪来?最新消息显示,可能来自三年前出台的《芯片法案》。 美东时间8月15日周五,媒体援引知情者的消息称,特朗普政府正在讨论至少部分使用《芯片法案》提供的资金用于收购英特尔的 股份。相关讨论仍处于早期阶段,资金来源和具体结构尚未确定。有几种可能的选择,包括将英特尔获得的现有该法案拨款转换 为股权,或是获得新的拨款,亦或将该法案的拨款结合其他融资。 若特朗普政府果真前所未有地动用《芯片法案》的资金入股英特尔,将进一步凸显其在关键行业采取更直接干预措施的意愿。分 析师认为,政府对英特尔的直接干预对于国家安全至关重要,尽管这种做法带来了前所未有的政府与私人企业结合的治理风险。 《芯片法案》成为资金来源 据本周五的媒体报道,特朗普政府讨论的核心是如何利用《芯片法案》资金为收购英特尔股权提供资金。 媒体获悉,具体的资金来源仍 ...
联想控股相关公司新增一项227.90万元的招标项目
Xin Lang Cai Jing· 2025-08-15 17:40
(来源:快查一企业中标了) 来源:市场资讯 快查APP显示,联想控股相关公司汉口银行股份有限公司于2025年8月15日发布一则招标信息,项目名 称为汉口银行股份有限公司一表通数据报送系统建设项目磋商公告,预算金额为227.90万元。 快查股权穿透数据显示,该公司由联想控股持股,出资比例为11.10%。 ...
网易游戏业务第二季度净收入228亿元
Zheng Quan Ri Bao· 2025-08-15 17:06
Core Insights - NetEase reported a net revenue of 27.9 billion yuan for Q2 2025, representing a year-on-year growth of 9.4% [2] - The net profit attributable to shareholders under non-GAAP was 9.5 billion yuan, with R&D investment reaching 4.4 billion yuan, indicating an R&D intensity of 15.6% [2] Group 1: Gaming Business Performance - The gaming and related value-added services segment generated a net revenue of 22.8 billion yuan, accounting for 82% of total revenue, highlighting its critical impact on overall performance [2] - The cost of the gaming business decreased to 6.8 billion yuan in Q2 from 7.5 billion yuan in Q1, indicating a clear trend of cost reduction [2] - The game "Fantasy Westward Journey" achieved a peak of 2.93 million concurrent users, marking a new high in its 22-year operation history [2] Group 2: New Game Developments - The new game "Yanyun Sixteen Sounds," set to launch by the end of 2024, is already showing strong performance metrics, exceeding pre-launch expectations in user activity and monetization [2] - Upcoming single-player games include the original ocean adventure RPG "Forgotten Sea" and a narrative-driven action-adventure game "Return to Tang" [4] Group 3: Market Position and Strategy - NetEase's localized operation strategy and diversified marketing activities have significantly improved user engagement and payment willingness for Blizzard's games, with "Hearthstone" reaching the fifth position on China's iOS bestseller list after the launch of the "Angoro Turtle Path" expansion [3] - Despite the competitive gaming market, NetEase's mobile games have not performed well in overseas revenue rankings, with only "Knives Out" and "Diablo: Immortal" making it to the top 30 in July [4] - Industry expert Zhang Yi noted that NetEase's previous over-reliance on the Japanese market has hindered its ability to capitalize on the growing potential in the European and American markets compared to competitors like Tencent and Mihayou [4]