格隆汇10月27日丨高鑫零售(06808.HK)宣布，何幸谕已自2025年10月27日起辞任公司的公司秘书及不再 担任根据联交所证券上市规则第3.05条所规定公司的授权代表("授权代表")。 董事会亦宣布委任王若禹出任公司的公司秘书及授权代表，自2025年10月27日起生效。 ...

Core Viewpoint - The company reported a significant decline in contract sales for the first nine months of 2025, indicating potential challenges in the real estate market [1] Group 1: Financial Performance - The company, along with its subsidiaries, joint ventures, and associates, recorded a contract sales amount of approximately 3.22 billion RMB for the first nine months of 2025 [1] - The total contracted floor area associated with these sales was about 190,000 square meters [1] - Year-on-year, the contract sales amount and total floor area decreased by approximately 24.2% and 14.4%, respectively [1]

Core Insights - WanKa YiLian Limited announced a new round of capital increase for its joint venture Suzhou Jinglan Cloud Technology Co., Ltd, totaling 60 million RMB, marking a new phase in government-enterprise cooperation since 2022 [1] - The capital will be used to expand the mobile advertising business and support AI-driven precise advertising strategies, aiming for rapid growth [1][2] Group 1: Company Overview - WanKa YiLian focuses on AI marketing in the mobile internet sector, leveraging cutting-edge AI technology to connect gaming companies with a vast user base [2] - The company has established a differentiated competitive edge in AI mobile advertising distribution, becoming an invisible champion in the market over the past decade [2] Group 2: Financial Performance - The joint venture's capital increase involved existing shareholder Suzhou Longying Software Development Co., Ltd contributing 30.6 million RMB and new investor Suzhou Huanxiuhuxin Cheng Phase II Industrial Investment Fund contributing 29.4 million RMB [1] - After the capital increase, the shareholding structure changed, with Suzhou Longying holding 51%, Huanxiuhuxin Cheng holding 13.36%, and the original partner reducing to 35.64% [1] Group 3: Market Expansion - WanKa YiLian is actively expanding into emerging markets such as Southeast Asia, India, the Middle East, and South America, as well as mature markets like South Korea and Japan [3] - The company reported a 439.1% year-on-year increase in overseas revenue for the first half of 2025, with expectations for even greater growth in the second half [3] Group 4: Technological Advancements - The company has increased its investment in AI technology since last year, focusing on areas such as advertising engines, AI generation models, and data platforms to support rapid business growth [2] - WanKa YiLian is integrating advanced algorithms into the entire advertising process, significantly enhancing advertising effectiveness and creating tangible commercial value for clients [2]

五矿地产(00230)发布公告，公司连同其附属公司、合营公司及联营公司的2025年首9个月取得合约销售 额约32.2亿元人民币，相应合约总楼面面积约19.0万平方米，分别按年下降约24.2%及约14.4%。 ...

Core Insights - WanKa YiLian Limited announced a new round of capital increase for its joint venture Suzhou Jinglan Cloud Technology Co., Ltd, totaling 60 million RMB, marking a new phase in government-enterprise cooperation since 2022 [1] - The capital will be used to expand the mobile advertising business and support AI-driven precise advertising strategies, aiming for rapid growth [1][2] Group 1: Company Overview - WanKa YiLian focuses on AI marketing in the mobile internet sector, leveraging cutting-edge AI technology to connect gaming companies with a vast number of mobile users [2] - The company has established a differentiated competitive edge in AI mobile advertising distribution, becoming an invisible champion in the market over the past decade [2] Group 2: Financial Performance - The joint venture's capital increase involved contributions of 30.6 million RMB from Suzhou Longying Software Development Co., Ltd and 29.4 million RMB from the new investor, Suzhou Huanshi Lake Xincheng Phase II Industrial Investment Fund [1] - After the capital increase, the equity structure changed, with Suzhou Longying holding 51%, Huanshi Lake Jinglan Cloud Venture holding 35.64%, and Huanshi Lake Xincheng holding 13.36% [1] Group 3: Market Expansion - WanKa YiLian is actively expanding into emerging markets such as Southeast Asia, India, the Middle East, and South America, as well as mature markets like South Korea and Japan [3] - The company's overseas revenue grew by 439.1% year-on-year in the first half of 2025, with expectations for even greater growth in the second half [3] Group 4: Strategic Direction - The capital increase aligns with the company's strategic focus on AI-driven marketing, enhancing its capabilities in intelligent advertising and automated marketing platforms [2][3] - The company aims to leverage its extensive data, algorithms, and ecosystem resources to capitalize on the explosive growth opportunities presented by the integration of AI technology and mobile hardware [3]

10月24日，众淼控股(01471)成功完成战略入股北京科创融鑫科技股份有限公司（简称：科创融鑫）的 协议转让股份交割。这是众淼控股从保险科技领域向生态型金融科技服务商转型的重要里程碑，科创融 鑫正式成为众淼控股金融科技生态新成员。 如此前公告所述，众淼控股以现金1.65亿元人民币收购科创融鑫55%股权，成为其控股股东。交割完成 后，科创融鑫的业绩、资产及负债将并入众淼控股财务报表，为公司营收结构多元化与利润增长注入新 动能。 此次纳入众淼控股金融科技生态体系的科创融鑫，是金融科技领域深耕近20年的资深服务商。自2004年 成立以来，科创融鑫始终专注于金融科技与金融信息服务，以人民币流通管理、清分系统为核心业务， 为银行金融机构提供专业化软件与数据服务。凭借稳定的技术实力与优质的服务体验，科创融鑫已积累 了覆盖多家国有银行及区域性商业银行的核心客户资源，且近6年平均利润稳定在3000万元以上，财务 表现稳健。 众淼控股作为海尔集团旗下生态型金融科技企业，始终将技术创新作为核心竞争力。近年来，公司持续 加大人工智能、大数据、区块链等前沿技术领域的资源投入，在赋能保险服务数字化升级的同时，成功 打造出智慧理赔、风 ...

Core Insights - Meituan's LongCat team has released and open-sourced the video generation model LongCat-Video, which supports text-to-video, image-to-video, and video continuation tasks under a unified architecture, achieving leading results in both internal and public benchmarks, including VBench [2][8] Group 1: Model Performance - LongCat-Video achieved a total score of 62.11% in the VBench 2.0 benchmark, with notable scores in creativity (54.73%), commonsense (70.94%), controllability (44.79%), and human fidelity (80.20%) [5][6] - The model is based on the Diffusion Transformer (DiT) architecture and can generate long videos of several minutes while maintaining cross-frame temporal consistency and physical motion realism [6][8] Group 2: Technical Features - LongCat-Video employs a task differentiation method based on "conditional frame count," allowing it to handle text generation without input frames, image generation with one reference frame, and video continuation using multiple preceding frames [6] - The model incorporates block sparse attention (BSA) and a conditional token caching mechanism to reduce inference redundancy, achieving a speed improvement of approximately 10.1 times over the baseline in high-resolution and high-frame-rate scenarios [6] Group 3: Model Specifications - The base model of LongCat-Video consists of approximately 13.6 billion parameters, with evaluations covering text alignment, image alignment, visual quality, motion quality, and overall quality [6] - The release is positioned as a step in the exploration of the "World Model" direction, with all related code and models made publicly available [8]

滴普科技(01384)将于10月28日(周二)在香港挂牌。截至发稿，利弗莫尔证券暗盘交易显示报价40港元，较招股价26.66港元上涨50.04%，每手200股，不计 手续费，每手赚2668港元。 | 04:19 | 10: 2 ... 11 411 (51) 0 | | --- | --- | | 首页 | 滴普科技 O (") HK 01384 暗盘 | | 行情 | 板块 评论 券商持仓 实时数据 机 三 | | 40.000 | 成交量 18.58万股 最高 40.000 今开 40.000 | | +50.04% +13.340 | 换手 0.06% 最低 30.000 总市 130.65亿 | | 40.000 | 50.04% | | | | --- | --- | --- | --- | | | | 十档 | 成交明细 | | | | 40.140 | - - (- -) | | | | 40.120 | - -(- -) | | | | 40.100 | - -(- -) | | | | 40.080 | - -(- -) | | | | 40.060 | - -(- -) | | | | 4 ...

渣打集团(02888)发布公告，于2025年10月24日该公司斥资754.52万英镑回购53.41万股。 ...

智通财经APP获悉，第一上海发布研报称，铀的新周期由三件事叠加：①需求持续上修;②中游(转化/浓 缩)产能紧&去俄化;③二次供给占比回落。三者共同造成结构性紧平衡。根据缺口测算来看本轮各环节 机会：铀产业链的特点是技术密集且高度集中，其上游和中游环节主要由少数大型企业控制且对下游的 核电站供应具有重要影响。上游持续看好具备北美企业与生产成本较低的企业，将在铀价上行阶段持续 释放业绩弹性。中游来看，去俄化的政策导向持续提升限制区域企业发展空间。 上游：供需平衡角度上WNA认为全球铀精矿2025~2027年勉强平衡，缺口从2026年的-6百万磅走阔到 2029年-14百万磅(-3.5到-6.2%)，如期间价格上涨足够则2030年有望平衡;其中2025年二次供应(库存再释 放/尾料再处理等，不包括金融需求/战略储备)占全球反应堆需求比例13%，但受限于一次供应的预计长 期回落到6%;中游：转化环节持续短缺，浓缩由于欧美去俄化存在区域性缺口，且推高对于铀精矿的需 求。根据测算，考虑去俄化预计到2030年浓缩环节缺口为30%。 报告中称，目前核能贡献了全球10%的发电量，贡献了欧洲25%、美国20%的发电量，成为全球重 ...