5月10日，作为2025世界品牌莫干山大会系列活动之一，"品牌，让世界更美好 ——2025企业品牌国际 传播论坛" 在浙江省湖州市德清县隆重举行。 论坛由参考消息报社主办，相关专家、学者、企业负责人、职业教育代表等齐聚莫干山，就新形势、新 挑战下企业国际传播能力建设及品牌塑造畅谈交流。中国东方教育集团（00667.HK）董事会秘书毛超 圣受邀出席并参与论坛分享。 在教学模式输出方面，中国东方教育集团也有着独到之处。培训模式注重实训课程，通过独特的五步教 学法，从学生入学到毕业就业形成完整闭环。集团将这种以就业为导向的教学模式、课程体系输出给合 作企业与学校，培养出的学生动手能力强，深受用人单位欢迎，进一步提升了中国职业教育在全球范围 内的影响力和认可度。 此次在 "2025 企业品牌国际传播论坛" 上的精彩分享，充分展现了集团在职业教育国际传播领域的坚定 步伐和卓越成就，为中国职业教育品牌的国际化发展树立了榜样，同时也为更多企业提供了宝贵的经验 借鉴和启示，助力中国企业在全球舞台绽放更加耀眼的光芒，让世界见证中国职教品牌的独特魅力与强 大影响力。 责任编辑：王若云 在论坛的 "职教出海・产融育匠" 主题讨论环 ...

智通财经5月12日电，港股苹果概念股午后再度冲高，舜宇光学科技涨超11%，瑞声科技涨超10%，丘 钛科技涨超8%，高伟电子涨超7%。 ...

Core Points - The 2025 World Brand Moganshan Conference opened on May 10, focusing on the theme "Brands Make the World a Better Place" [1] - Bosideng Group was recognized in the Xinhua News Agency's brand project, marking significant progress in brand building and global communication [3][5] - Bosideng's brand value reached 107.582 billion yuan, ranking among the world's top 500 brands and consistently appearing in the top 50 most valuable apparel brands globally [7] Group 1: Brand Development and Innovation - Bosideng has consistently implemented a brand development strategy, enhancing its brand through continuous shaping, cultivation, and innovation [7] - The company integrates traditional craftsmanship with international fashion, showcasing its cultural confidence and professional strength on global platforms like New York Fashion Week and Milan [7] - Bosideng aims to align with national development, focusing on innovative paths to enhance brand influence and quality, contributing to market consumption and quality-driven national initiatives [7] Group 2: Technological Integration and Market Strategy - High-tech innovations are crucial for traditional industries to ascend to higher-end markets, with Bosideng focusing on high-quality supply to meet evolving consumer demands [9] - The company has launched various product lines, including the "Summit Series" and "Extreme Cold Series," which cater to diverse consumer needs and incorporate advanced technology [9] - Bosideng is expanding its global presence in the mid-to-high-end down jacket market, establishing a brand matrix with international influence [9] Group 3: Sustainability and Corporate Responsibility - Bosideng's fashion show at the China Brand Night highlighted the integration of AI technology and sustainable fashion, showcasing the company's commitment to ESG principles [10][11] - The company aims to create a green factory and supply chain system, with its MSCI ESG rating projected to reach AA by 2025 [11] - Bosideng emphasizes the importance of both "hard technology" and "soft power" in building a truly global brand, reflecting its commitment to cultural confidence and technological strength [12]

Core Viewpoint - The Global Energy Interconnection Development and Cooperation Organization (GEIDCO) has signed a cooperation memorandum with the Ministry of Energy of Honduras to enhance the country's energy development and transition through collaboration in renewable energy technology, energy storage, and electric transportation [1][2]. Group 1: Cooperation and Development - The cooperation aims to accelerate the development of clean energy sources such as water, solar, and wind in Honduras, while strengthening grid infrastructure and regional interconnectivity [1]. - Honduras currently relies heavily on fossil fuels, with oil accounting for 80% of its primary energy consumption, indicating significant potential for energy development [1][2]. - The cooperation will also focus on joint research, project collaboration, and capacity building to support Honduras in constructing an energy internet and promoting green low-carbon development [1][2]. Group 2: Global Energy Transition - The urgency of transitioning to a green low-carbon energy system is emphasized due to severe challenges such as climate change and resource scarcity [2]. - In 2024, fossil fuels are projected to account for 80% of global primary energy consumption, showing a minimal decrease of 2.8 percentage points since 2010, highlighting the slow progress in energy transition [2]. - The establishment of a clean, electricity-centered, interconnected, and efficient energy system is deemed crucial for global energy transformation [2]. Group 3: Regional Potential - Latin America is identified as having abundant clean energy resources and a favorable foundation for regional energy cooperation, with Honduras positioned as a key hub between North and South America [2]. - Honduras has a significant potential for solar energy development, with an estimated capacity of 1.4 billion kilowatts available for centralized solar energy [2]. Group 4: Organization Overview - GEIDCO, initiated by China, is the first international energy organization focused on building a mutually beneficial international energy cooperation platform, with 1,390 members across 143 countries [3]. - Since its establishment, GEIDCO has published over 90 innovative research outcomes and hosted more than 60 high-level international conferences, promoting the global energy internet initiative within the UN's sustainable development framework [3].

Group 1 - The defense and military industry sector in the A-share market experienced a significant surge, with the sector rising over 6% at one point during the trading session [2][4][5] - Notable stocks in the sector included Huaru Technology, which hit the daily limit up, and other companies like Aerospace South Lake and AVIC Chengfei, which saw substantial gains [6][8] - The overall A-share market showed strong performance, with major indices such as the Shanghai Composite Index and Shenzhen Component Index increasing by 0.37% and 1.06% respectively [4][5] Group 2 - In the Hong Kong stock market, the Hang Seng Index rose and surpassed the 23,000-point mark, with Dragon Power Technology experiencing a dramatic increase of over 50% during trading [11][12] - Dragon Power Technology announced a significant contract with Chuangneng New Energy, which is expected to generate over 5 billion RMB in sales from the supply of lithium iron phosphate materials from 2025 to 2029 [13]

Group 1 - The core viewpoint of the news is that Lenovo Group is expected to benefit significantly from the recent positive developments in US-China trade relations, particularly through potential adjustments in tariffs that could enhance its market position and profitability [1][2][3] - Lenovo Group's stock reacted positively to the news, with a notable increase of nearly 30% since April 9, and a 5% rise on the morning of May 12 [1] - The company generates over 10% of its total revenue from the US market, making it crucial for Lenovo's business; a reduction in US tariffs could lower product costs and improve competitiveness, potentially increasing market share [1][2] Group 2 - On the import side, a decrease in China's counter-tariffs on key components like CPUs will lower procurement costs for Lenovo, enhancing its gross margin and allowing for greater investment in product development and innovation [2] - Analysts from Guosen Securities maintain a positive valuation outlook for Lenovo Group, suggesting a focus on the company with a 10x PE ratio, anticipating improved performance by 2025 due to favorable trade conditions [3] - Lenovo's CEO, Yang Yuanqing, emphasized the company's resilience to tariff changes, highlighting its experience and established policy response mechanisms to navigate international trade uncertainties [3]

Core Viewpoint - 康哲药业 plans to spin off its skin health subsidiary, 德镁医药, and list it on the Hong Kong main board through a distribution of shares to existing shareholders, without diluting their equity [1] Group 1: Company Overview - 德镁医药 focuses on skin health and is responsible for 康哲药业's domestic skin health business, providing comprehensive solutions from prevention to long-term care [1] - The company has incurred losses during the performance record period due to ongoing investments in business development, which aligns with the growth logic of a developing enterprise [1] Group 2: Product Pipeline and Market Position - 德镁医药's product pipeline includes three marketed products, four candidates in clinical or late-stage trials, and two preclinical candidates, covering major skin diseases such as psoriasis, vitiligo, and atopic dermatitis [2] - The company ranks first among Chinese innovative pharmaceutical companies in terms of the number of skin disease indications covered by products in late-stage clinical trials or commercialization [2] - Notable products include the innovative drug, 芦可替尼乳膏, which targets the unapproved treatment area of vitiligo, and the commercialized drug IL-23益路取, which is penetrating the psoriasis market [1][2]

Group 1 - Morgan Stanley maintains a target price of HKD 16 for Swire Properties and a "Market Perform" rating [1] - In Q1 2025, rental performance for Swire Properties in Hong Kong showed flat rental rates for Taikoo Place, with a rental adjustment rate of -16% year-on-year [1] - Retail performance in Hong Kong for Q1 2025 indicated a 5% year-on-year decrease in retail sales at Taikoo Place and a 5.8% decrease at Cityplaza, while Taikoo City Centre saw a 2.9% increase [1] Group 2 - In mainland China, all six retail malls recorded quarter-on-quarter improvements in retail sales for Q1 2025 [1] - Positive growth was observed in Shanghai and Beijing, while Guangzhou and Chengdu experienced declines [1]

金十数据5月12日讯，汇丰环球研究发报告指，吉利汽车(00175.HK)向极氪提私有化，或带来价值增值 和协同效应。汇丰预计，随著更多新车型的推出以及自动驾驶升级，吉利汽车的销量和盈利将在未来几 个季度持续增长。汇丰最新2025年底人民币兑港元汇率1.06，上调目标价8.3%，由24港元升至26港元。 基于当前股价约有48%的上升空间，维持集团"买入"评级。汇丰因此将吉利汽车2025-2026年盈测上调 6%-7%，主要由于集团电动车新车周期推动下，国内销量增长带来的更高毛利率预期。此外，亦是该行 首次引入2027年盈测。 汇丰料吉利汽车销量和盈利将持续增长 上调目标价8.3% ...

Group 1 - The core viewpoint of the article is that CICC has lowered Lenovo Group's target price by 12% to HKD 13.78 while maintaining an "outperform" rating due to the release of a new super intelligent agent that marks progress towards hybrid artificial intelligence [1] - CICC believes that the launch of the super intelligent agent, which covers all application scenarios, defines its core functions for the first time [1] - The adjustment in Lenovo's target price reflects a decrease in the average valuation of the personal computer industry due to trade tensions, with the new target price corresponding to a projected price-to-earnings ratio of 13 times for the fiscal year 2026 [1]