5月9日，2025金鼠标国际数字营销节在北京落下帷幕，甘肃银行微信公众号荣获"数字营销最具创新精 神品牌"大奖！ 金鼠标素有"数字营销风向标"的美誉，自2009年创立以来，已覆盖6000多个品牌。本届大赛自去年12月 23日正式启动以来，吸引了广泛关注，涉及品牌500多家，甘肃银行微信公众号在激烈的终审角逐中脱 颖而出，获得"数字营销最具创新精神品牌"的佳绩，充分肯定了其长期以来在数字化转型方面的积极探 索和勇于实践。 近年来，甘肃银行始终牢记省属国有银行的社会责任，坚守"服务城乡居民、服务中小企业、服务地方 经济"的市场定位，聚焦主责主业主动作为，积极践行金融工作的政治性和人民性。坚持把数字化转型 作为开辟新赛道、打造新优势的重要举措，强化顶层设计、坚持高位推进，全面拓展金融服务的广度与 深度。电子银行用户突破470万户，手机银行鸿蒙版上线，"甘银智创"大赛孵化的22款产品落地，业务 流程全面无纸化。在数字金融的驱动下，一部手机即可畅享"指尖上的银行"，陇原百姓的金融获得感持 续提升。 下一步，甘肃银行将始终秉承"服务陇原，立足甘肃"的发展理念，不断突破金融科技发展瓶颈，持续推 进金融场景开发，不断拓展数字 ...

竹笋在富阳已有千年栽培历史，目前全区276个行政村中有250个种植竹笋。永昌镇获评"杭州市十 大最美竹乡"。自20世纪80年代起，富阳大力发展笋用林，通过引进白哺鸡竹、黄甜竹等新品种，实现 错季出笋，让鲜笋产业成为山区农民增收致富的"绿色银行"。 如今，富阳正将竹笋产业与乡村旅游深度融合，打造"春挖笋、夏避暑、秋赏竹、冬品宴"的全季旅 游体验。这根深植于绿水青山间的"金竹鞭"，正在乡村振兴的道路上舞动出更加绚丽的篇章。 产业的蓬勃发展催生了完整的产业链条。从1984年第一罐清汁罐头笋问世至今，富阳已形成350余 家鲜笋生产主体、15家加工企业的产业规模，其中包括1家国家级林业龙头企业、3家省级农业龙头企业 和6家市级农业龙头企业。区域内已形成"基地（大户）+合作社+贩销队伍+加工龙头企业"的产销一条 龙发展模式，年鲜笋加工量6.3万吨，全产业链年产值11.8亿元。 在品牌建设方面，富阳构建了"区域公用品牌+企业品牌"的双轮驱动体系。"富春山居"农产品区域 品牌覆盖全区，35个鲜笋产品注册商标中，"杭富""渚江""大自然"等10余个品牌已成为区级以上名牌林 产品。 富阳笋制品不仅在国内市场占据重要份额，更远销海 ...

乐透互娱(08198.HK)发布公告，于2021年1月28日，公司与认购人500.com Limited订立认购协议，认购 人有条件同意认购1.69亿股股份，相当于公司已发行股份总数约44.7%;经配发及发行认购股份扩大已发 行股份总数约30.9%;及公司经配发及发行认购股份扩大已发行股份总数约28.8%(假设所有购股权在认购 完成时或之前已获行使，且公司已发行股本总额自本联合公告日期起至认购完成止概无其他变动)。每 股认购股份0.62港元的认购价，较1月27日收市价每股0.69港元折让约10.1%。 认购事项所得款项净额经扣除所有相关专业费用及其他有关开支后估计约为1.03亿港元。公司拟将认购 事项所得款项净额主要用作支付根据收购事项应付该等卖方的收购代价。 同日，买方乐透互娱信息技术(深圳)有限公司(公司一间全资附属公司)与该等卖方订立收购协议，买方 有条件同意购买目标公司甘孜州长河水电消纳服务有限公司的49%股权，现金代价为人民币8820万元。 据悉，目标公司为一间于2019年4月25日在中国成立的有限公司，其主要业务活动为数据处理及提供应 用程式软件服务。 监于认购事项以及透过日后及于有需要时配发及发 ...

Core Viewpoint - The report from CMB International raises the target price for Tencent Holdings to HKD 604, citing stable performance and the development of its AI ecosystem as key factors for this adjustment [1] Group 1: Financial Performance - Tencent's first-quarter performance exceeded expectations, with profit growth continuing to outpace revenue growth [1] - The company is expected to see a 10% increase in total revenue for the second quarter, reaching RMB 1,778 billion, and a 9.6% increase for the full year, totaling RMB 7,235 billion [1] Group 2: AI Investment Impact - The report highlights that Tencent's investments in AI are beginning to show results, contributing to growth across various business ecosystems [1] - Increased capital expenditure and AI investments are anticipated to narrow the gap between operating profit and revenue, with profit growth still expected to outpace revenue growth [1] Group 3: Gaming Sector Outlook - The introduction of new games is expected to alleviate market concerns regarding high comparatives in the gaming sector for the second half of the year [1]

大摩维持吉利汽车目标价21港元以及"增持"评级 金十数据5月16日讯，摩根士丹利发报告指，维持吉利汽车(00175.HK)目标价21港元以及"增持"评级。 吉利汽车强调整合及聚焦于集团资源应对具挑战性市场迫在眉睫。管理层相信，对极氪潜在私有化可能 会增加吉利汽车的经营效率15—20%，这将反映在供应链，研发等成本节约中，及减少冗余投资。更多 交易以及重组的细节待披露。 ...

Core Viewpoint - Goldman Sachs believes JD Group (09618) is an undervalued differentiated company in the Chinese internet sector, maintaining a buy rating and a target price of HKD 194, as the company is expected to benefit from domestic consumption policies, category expansion, and ongoing shareholder returns, which will further drive valuation multiples expansion [1] Group 1: Financial Performance - JD's retail revenue growth accelerated beyond expectations, with management raising the full-year growth target to double digits, leading to a slight positive stock reaction (ADR +3%) [2] - JD's adjusted EBIT for retail grew by 38% year-on-year, surpassing both Goldman Sachs' forecast of 28% and the market's expectation of 16%, driven by the unique self-operated business model and strong profitability from the third-party platform [3] Group 2: Business Expansion - The company's entry into the food delivery business is recognized as a future driver of new user traffic, with daily order volume rapidly increasing to nearly 20 million [4] - The strong retail profits and logistics growth, along with the ability to reallocate a marketing budget of RMB 50 billion annually, will support the food delivery business, which is expected to enhance customer retention and acquisition [5] Group 3: Valuation and Market Position - JD's current stock price corresponds to a retail P/E ratio of 8 times and a group P/E ratio of 10 times, which is considered attractive compared to the e-commerce sector (10-14 times) and the average of internet peers (17 times) [5]

5月16日，国产抗流感新药伊速达®(通用名：玛舒拉沙韦片)在京东健康线上首发。该药由青峰医药下属 子公司江西科睿药业有限公司自主研发，是我国首个靶向流感病毒RNA聚合酶PA亚基的抗病毒药物， 适用于12岁及以上的青少年和成人甲型、乙型流感治疗，全病程仅需服药1次，用户在京东APP搜索"伊 速达"即可购买。 流感作为一种严重威胁公共健康的呼吸道传染病，每年都会对民众工作生活造成影响。长期以来，我国 抗流感药物市场主要依赖进口药物，每逢流感高发季节常出现"一药难求"的困境。伊速达®的上市填补 了国产创新药在这一领域的空白，为中国患者带来了全新用药选择。 据了解，伊速达®是全球第2个、中国首个自主研发的靶向流感病毒RNA聚合酶PA亚基的抗病毒药物， 其最大的特点是能直接作用病毒核心，迅速阻断病毒复制。与传统抗流感药物需要多次服药不同，伊速 达®全病程只需服药1次，即可快速缓解症状。此外，这款新药整体耐药突变率小于1%，远低于同类抗 流感药物，治疗效果更稳定。 值得一提的是，伊速达®的所有临床研究数据均来自中国患者群体，更适合国人的体质。同时，本土化 生产模式确保了药物供应的稳定性，为我国季节性流感防控提供了可靠保障 ...

Core Viewpoint - The Hong Kong stock market has experienced a rally, with SF Express (09699.HK) showing significant performance, rising over 33% since May 9, 2023, and reaching a market capitalization of HKD 9.8 billion, driven by increased transaction volumes and a competitive landscape in the instant delivery sector [1][2]. Group 1: Market Performance - SF Express has seen a substantial increase in its stock price, with a cumulative rise of over 33% since May 9, 2023, and a single-day transaction volume of nearly HKD 350 million on May 13, 2023 [1]. - The company's business data during the "May Day" holiday indicates a year-on-year growth of 87% in overall order volume, with significant increases in specific categories such as supermarket orders (up 177%) and beverage orders (up 106%) [1]. Group 2: Competitive Landscape - The competition among major platforms like Meituan, Alibaba, and JD.com in the instant retail sector has intensified, leading to an increase in order volumes for third-party delivery platforms [1][2]. - Leading chain brands are increasingly opting for independent third-party delivery platforms to ensure service stability and reduce reliance on traffic platforms, as exemplified by Luckin Coffee's standardized delivery service provided by SF Express across various platforms [2]. Group 3: Financial Performance - SF Express reported a revenue of CNY 15.746 billion for 2024, representing a year-on-year growth of 27.1%, and a net profit of CNY 132 million, marking a significant increase of 161.8% [3]. - The company is recognized as the only third-party delivery enterprise in the industry that has achieved high revenue growth while maintaining continuous profitability [3].

2025年5月7日，央行宣布全面降准0.5个百分点并同步下调政策利率，释放长期流动性约1万亿元（币种 为人民币，如无特别说明以下同），标志着货币政策进一步向"适度宽松"倾斜。 这一政策组合拳不仅为实体经济注入动能，更通过利率传导机制重塑金融市场格局。对再保险行业而 言，低利率环境加速了风险定价体系的重构，倒逼行业深化风险管理能力与产品创新效率，具备全周期 风险分散能力和资产负债管理优势的头部企业将迎来结构性机遇。 聚焦到公司层面，作为国内再保险行业的领军企业，中国再保险（简称"中国再保"）在此轮政策周期中 展现出显著的领跑态势。其亚洲第一、全球第八的业务规模优势，叠加在上海国际再保险中心建设中的 核心参与地位，使其能够充分承接政策释放的增量需求。当市场加速重构风险分散机制，这种集规模效 应、技术壁垒与政策先发优势于一体的行业地位，正成为中国再保把握政策红利的核心动能。 恰逢近期其发布了2025年第一季度财报，接下来不妨结合这份成绩单，来看看中国再保在政策红利推动 下的成长逻辑和投资亮点。 一、政策红利助力险企资产负债两端修复 从流动性释放、经济复苏传导至资本市场联动，政策红利的持续释放正在重塑再保险行业的价值 ...

港股震荡走低，恒指跌超1%，恒生科技指数跌0.84%；网易(09999.HK)逆市大涨15%。 ...