华润啤酒(00291)发布截至2025年6月30日止6个月业绩，该集团期内取得营业额239.42亿元(人民币，单 位下同)，同比增加0.83%;公司股东应占溢利57.89亿元，同比增加23.04%;每股基本盈利1.78元;拟派发中 期股息每股0.464元。 受益于啤酒业务高端化战略的持续发展和原材料采购成本的节约，2025年上半年集团的毛利率同比上升 2.0 个百分点至创新高的 48.9%。集团于2025年上半年未经审计的未计利息及税项前盈利及股东应占溢 利亦分别创新高至人民币76.91亿元及人民币57.89亿元，分别同比增长 20.8%和 23.0%，其中，啤酒业 务的未经审计的未计利息及税项前盈利及股东应占溢利分别同比增长13.8%和17.3%。 啤酒业务方面，集团于2025年上半年实现啤酒销量约 64.87亿升，同比上升 2.2%。集团高端啤酒产品持 续发力，2025年上半年普高档及以上啤酒销量同比增长超过 10%。其中，"喜力 "在去年高基数的情况 下销量仍突破两成增长，"老雪"销量同比增长超过 70%，"红爵"销量比去年同期实现翻倍增长。 白酒业务方面，面对行业深度调整，集团白酒业务于2025年上半 ...

Core Viewpoint - Boleton (01333) has seen a significant increase in stock price, reaching a new high of 47 HKD following a partnership announcement with Huawei Digital Energy, focusing on zero-carbon smart mining and new energy mining vehicles [1] Company Summary - Boleton's stock rose by 5.45% to 45.64 HKD with a trading volume of 7.81 million HKD [1] - The partnership with Huawei was officially signed on August 18, aiming to deepen collaboration in areas such as zero-carbon smart mining and supercharging for new energy mining vehicles [1] - According to Zhaoshang Consulting, Boleton ranks third and seventh among all new energy wide-body dump truck and loader manufacturers in China by shipment volume, with market shares of 18.3% and 3.8% respectively, making it the only pure new energy construction machinery manufacturer in these categories [1] Industry Summary - The Hang Seng Index Company is set to release its mid-year review results on August 22, with changes effective from September 8 [1] - Changjiang Securities reports that companies potentially entering the Hong Kong Stock Connect have historically shown a high probability of stock price increases prior to inclusion, particularly in sectors like power equipment, defense, agriculture, and retail [1] - Following inclusion in the Hong Kong Stock Connect, there is a likelihood of continued stock price appreciation as the number of shares held through the connect increases [1] - Boleton and several other companies are expected to be candidates for inclusion in the Hong Kong Stock Connect [1]

白宫发言人库什·德赛拒绝就相关细节发表评论，负责监管《芯片与科学法》的美国商务部拒绝置评， 英特尔也尚未对此事作出回应。 行业分析人士认为，如果谈判成功，这笔交易将需要得到英特尔董事会批准。该交易还可能面临英特尔 股东或同业者对其合法性的质疑。 来源：新华社 据美国媒体18日报道，特朗普政府正考虑收购英特尔公司10%的股份。如果此举成行，美国政府将成为 英特尔最大股东。 《纽约时报》和彭博社相关报道称，据白宫官员和知情人士透露，政府考虑将英特尔获批的《芯片与科 学法》约109亿美元联邦补贴转换为英特尔股权，以支持美国半导体制造业并重振这家陷入困境的芯片 制造商。英特尔市值目前约为1036亿美元。 报道称，这一想法是否在政府内部获得广泛支持、具体的持股规模以及政府是否决定推进该计划仍存疑 问，也尚不清楚政府是否会向其他获得《芯片与科学法》补贴的企业寻求类似安排。 ...

Core Viewpoint - China Hongqiao Group Limited reported record-high revenue and profit for the first half of 2025, driven by increased sales prices and volumes of aluminum products and alumina, despite challenges in the real estate sector [2][3]. Financial Performance - In the first half of 2025, China Hongqiao achieved revenue of approximately 81.039 billion yuan, a year-on-year increase of 10.10%, marking the highest performance since its listing [2] - The net profit attributable to shareholders was approximately 12.361 billion yuan, up 35.02% year-on-year, with basic earnings per share of 1.31 yuan, reflecting a 36.02% increase [2] Product Sales and Pricing - The sales volume of aluminum alloy products reached approximately 2.906 million tons, a 2.40% increase year-on-year, with an average selling price rising by 2.70% to about 17,853 yuan per ton [3] - Alumina product sales were approximately 6.368 million tons, up 15.60% year-on-year, with an average selling price increasing by 10.30% to 3,243 yuan per ton [3] - Sales of aluminum alloy processing products were about 392,000 tons, a 3.50% increase year-on-year, with an average selling price rising by 2.9% to 20,615 yuan per ton [3] Industry Demand - China's aluminum consumption continued to grow in the first half of 2025, driven by sectors such as power grids, photovoltaics, and new energy vehicles, despite weakness in the real estate market [3] Raw Material Cost Management - The company has a 45-day coal reserve to mitigate the impact of short-term coal price fluctuations, and it has been increasing the proportion of green electricity in its energy mix [4] - The self-supply rate of electricity from the company's own power plants was approximately 45% in the first half of 2025, with ongoing collaborations with major power generation institutions to enhance the use of renewable energy [4][5] Green Energy Strategy - China Hongqiao is advancing its green energy strategy, focusing on a diversified and complementary new power supply model to ensure a continuous increase in the proportion of clean energy [5]

凤凰网科技讯 8月19日，蔚来汽车宣布，即日起将对100kWh长续航电池包（含400V、900V平台）价格 及对应整车购买起售价进行调整。其中，100kWh长续航电池包价格从12.8万元下调至10.8万元。同时， 选择整车购买 100kWh长续航电池包的全系新车价格将同步调整。 对于2025年1月1日至2025年8月18日期间完成交付的用户，蔚来将为车主发放价值2万元的焕新礼金券， 可用于增换购蔚来品牌全系新车时直接抵减车价。 ...

Group 1 - The core viewpoint of the articles highlights the strong performance of China Resources Beer in the first half of 2025, driven by a high-end strategy and cost savings in raw material procurement [1][2] - The group's total revenue for the first half of 2025 reached RMB 23.942 billion, reflecting a year-on-year growth of 0.8% [1] - The gross profit margin increased by 2.0 percentage points to a record high of 48.9% in the first half of 2025, benefiting from the high-end beer strategy [1] - The group's profit before interest and tax and attributable profit to shareholders reached RMB 7.691 billion and RMB 5.789 billion, respectively, marking year-on-year increases of 20.8% and 23.0% [1] - The beer business achieved sales volume of approximately 6.487 million kiloliters, a year-on-year increase of 2.2% [1] - The average selling price of the beer business rose by 0.4% year-on-year, contributing to the revenue growth [2] Group 2 - The beer business revenue for the first half of 2025 was RMB 23.161 billion, up 2.6% year-on-year [2] - The gross profit margin for the beer business increased by 2.5 percentage points to 48.3% [2] - The white liquor business faced industry adjustments, generating revenue of RMB 0.781 billion, with a major product contributing nearly 80% of this revenue [2] - The company plans to continue its high-end strategy and adapt to new consumer trends in the second half of 2025 [2] - A mid-term dividend of RMB 0.464 per share was declared, representing a 24.4% increase compared to the same period last year [2]

格隆汇8月19日丨德琪医药-B(06996.HK)宣布，公司内部研发的Claudin 18.2抗体药物偶联物(ADC) ATG- 022就治疗既往接受过至少两种治疗的CLDN18.2阳性、HER2阴性不可切除或转移性胃癌或胃食管结合 部腺癌(GC/GEJ)患者获中国国家药品监督管理局(NMPA)药品审评中心(CDE)授予突破性治疗药物认 定。 ...

Core Insights - JD Logistics has officially launched its 2025 seafood assurance plan, focusing on rapid delivery and enhanced cold chain logistics services [2] Group 1: Delivery and Logistics Strategy - JD Logistics will deploy delivery personnel in major production areas to facilitate nearby collection and increase air transport capacity, enabling seafood to reach core city tables within 24 hours [2] - The company operates approximately 100 temperature-controlled cold chain warehouses dedicated to fresh, frozen, and refrigerated foods, covering over 300 cities nationwide [2] Group 2: Cold Chain Services - JD Logistics offers end-to-end, omnichannel, and all-scenario cold chain logistics services to seafood merchants, helping them reduce costs and improve efficiency [2] - The logistics network allows seafood merchants to meet diverse delivery needs, including multi-frequency and small-batch deliveries from factories to supermarkets, convenience stores, and restaurants [2]

Core Insights - The company reported a revenue of RMB 18.138 billion for the six months ending June 30, 2025, representing a year-on-year growth of 3.1% [1] - The revenue from community space living consumption services was RMB 11.325 billion, showing an increase of 11.8% year-on-year [1] - Revenue from business and urban space integrated services was RMB 5.749 billion, which decreased by 5.2% year-on-year [1] - Revenue from AIoT and BPaaS solution services was RMB 1.064 billion, reflecting a decline of 23.6% year-on-year [1] Revenue Breakdown - Circular business revenue reached RMB 16.309 billion, marking a year-on-year increase of 9.5%, accounting for 89.9% of total revenue, up by 5.2 percentage points year-on-year [1] - The gross profit from circular business was RMB 2.108 billion, with a gross margin of 12.9%, remaining stable year-on-year [1] Profitability Metrics - The total gross profit for the period was RMB 2.493 billion, an increase of 3.8% year-on-year [1] - The company's profit was RMB 0.838 billion, reflecting a year-on-year growth of 5.4% [1] - Core net profit amounted to RMB 1.321 billion, which is a year-on-year increase of 10.8% [1]

智通财经APP讯，石四药集团(02005)发布公告，集团的吗啉硝唑已获中国国家药品监督管理局批准登记 成为在上市制剂使用的原料药。吗啉硝唑是一种硝基咪唑类抗生素，主要用于治疗厌氧性细菌引起的阑 尾炎和盆腔炎。 ...