麦迪森控股集团有限公司立基香港,放眼全球。公司始终以独立的视角与观点来针对商业与经济发展进 行分析,计划,布局,捕捉下一步趋势与机会。麦迪森自2015年上市伊始,以高端红酒业务起步,赢得市场业 界广泛赞誉;随后于2017年进一步进军金融服务及金融创新业务领域,涵盖证券,资管,投行咨询的全牌照 金融平台CVPFinancial集团收入麾下,拓展为一站式金融服务企业。多年来,麦迪森的投资发展和管理得 到了富达投资,黑石集团,西泽投资管理,宝能集团,工商银行等多家金融机构的密切关注,并对资本市场具 有举足轻重之影响力。麦迪森于2018年相继投资及收购数字货币掘矿公司Diginex,更与英国牛津大学 Blockhouse设立战略合作伙伴协议,并通过MBIS麦迪森区块链投资及服务。往后将继续择机布局区块链 金融科技服务产业,以加速实现集团由传统金融转型至金融创新领域。在金融变革的新常态中,抓住机遇, 控制风险,预见颠覆,勇于实践;力求与集团现有业务产生协同效应,为客户及股东们带来更大利益。 （以上内容为金融界基于公开消息，由程序或算法智能生成，不作为投资建议或交易依据。） 本文源自：金融界 作者：港股君 截至5月6日收 ...

鼎亿集团投资有限公司('本公司')(股票代码:508),于香港联合交易所主板上市,为一间在百慕大注册成立 之有限责任公司。本公司之注册办事处及香港主要营业地址分别为 Canon'sCourt,22VictoriaStreet,Hamilton,HM12,Bermuda及香港湾仔港湾道1号会展广场办公室大楼27楼 2708室。本公司之主要业务为投资控股,而透过其附属公司(统称'本集团')主要于香港及内地从事贷款融 资、物业发展、融资租赁及其它投资业务。于二零一一年六月十七日,永冠资本投资有限公司('永冠')与 本公司前主要股东-其士国际集团有限公司('其士国际')签署股份出售协议,据此,其士国际同意出售而永 冠同意购买本公司相当于占本公司于股份出售协议日期之已发行股本54.14%。股份出售已于二零一一 年九月二十八日完成,永冠及其一致行动人士拥有本公司于股份出售完成日期之已发行股本约54.14%。 因此,根据香港公司收购及合并守则('收购守则')第26.1条,永冠以现金就所有永冠及其一致行动人士尚未 拥有亦未同意收购的本公司已发行股份提出强制性无条件全面收购要约('收购要约')。紧接收购要约于 二零一一年十月二 ...

口腔护理产品分部主要包括功效型牙膏,于往绩记录期间迅速增长,并成为本集团的核心业务分部。根据 行业报告,中国消费者日益关注口腔健康,这是导致功效型牙膏的需求增长原因之一。公司于二零零四年 首次利用Fe生物酶技术生产及分销功效型牙膏。为提升功效型牙膏的品牌形象,公司于二零一二年推 出'Fe金典牙医'品牌,以推销公司的功效型牙膏。随着公司于牙膏市场累积经验,本集团成功改善应用于 开发功效型牙膏的Fe生物酶技术,并已于二零一二年向中华人民共和国国家知识产权局取得生物复合酶 牙膏及其制备方法的专利权。公司的Fe生物酶技术分别于二零零四年及二零一五年获中华人民共和国科 学技术部火炬高技术产业开发中心认可为'国家级火炬计划项目',作为公司的技术创新以及成功应用该技 术于商品的认可。于二零一五年,Fe生物酶技术获中国高科技产业化研究会进一步评为'科学技术成果'。 评估委员会认为(其中包括)Fe生物酶技术及其应用于口腔产品开创了国内外同类产品的先河。公司的功 效型牙膏经不同医疗机构(如上海市口腔医学研究所及上海交通大学医学院附属第九人民医院)测试及通 过临床认证,证明公司的功效型牙膏可有效抑制及防止不同口腔问题,日常使用亦符 ...

Group 1 - The core initiative "From Snowy Land to Nature" aims to restore 100 acres of degraded land in Sichuan's Aba Prefecture, highlighting the ecological value of yak cashmere and its sustainable production process [1] - The yak, a national protected animal, has 95% of its population in China's Tibetan Plateau, with the Aba region being a crucial habitat facing desertification issues that threaten both yak health and ecological balance [1] - Jiangnan Buyi's project will initiate the first phase of restoring 290 acres of degraded land in May 2024, following the recent ecological restoration efforts [1] Group 2 - Since 2022, Jiangnan Buyi has partnered with the Design Library on a five-year project to innovate and preserve traditional Chinese craftsmanship, focusing on yak cashmere as a key natural fiber [2] - Jiangnan Buyi has launched several yak cashmere products across its brands, including LESS and JNBY, since 2017, indicating a strong commitment to sustainable fabric innovation [2] - The "Yak Cashmere Industry Revitalization Project" aims to establish international sustainability standards, provide training for animal welfare, and promote ecological restoration in yak farming areas [2] Group 3 - The first global sustainable standard for yak farming, titled "Farm Animal Welfare Requirements for Yaks," was released in August 2024, marking a significant milestone for the industry [3] - Training for farmers and certification of farms based on the new standard have begun, with increasing adoption among yak farms [3] - Jiangnan Buyi plans to collaborate with suppliers on innovative yak cashmere fabric technologies, enhancing the overall competitiveness of the yak cashmere industry [3]

Core Viewpoint - The recent investor communication by Weisheng Pharmaceutical (02561) highlighted the company's strong position in the growth hormone market, focusing on its innovative long-acting growth hormone product and its strategic approach to commercialization [1][2]. Growth Hormone Market Overview - The growth hormone market in China is valued at over 100 billion RMB, primarily driven by out-of-pocket expenses, with approximately two-thirds of the market covered by private hospitals and clinics [1][2]. - The market is expected to grow to 300 billion RMB by 2030, with long-acting formulations projected to dominate the market share [2]. Product Pipeline and Innovation - Weisheng's long-acting growth hormone product is recognized for its superior clinical data and is the only product to achieve favorable results in head-to-head trials against Japanese formulations [3][4]. - The product utilizes a temporary linkage technology that enhances stability and extends the drug's half-life, allowing for weekly injections while maintaining efficacy [4][6]. Competitive Landscape - The competition in the growth hormone sector is relatively mild, with high barriers to entry for long-acting formulations, making Weisheng's product a leader in the market [3][5]. - The current market is dominated by JinSai, which holds about 80% of the market share, primarily due to its established short-acting products [6][7]. Commercialization Strategy - Weisheng plans to leverage its experienced team to accelerate the transition from short-acting to long-acting products, focusing on key pediatric endocrinologists for efficient market penetration [7][8]. - The company has established global partnerships and strategic agreements to expand its market channels and enhance patient services [7][8]. Future Prospects - The company anticipates that its long-acting growth hormone product will receive approval by the second half of 2025, with a significant market potential targeting 100,000 patients to achieve a billion-level market scale [7][8]. - The introduction of supportive national policies aimed at increasing birth rates is expected to expand the target patient population for growth hormone treatments [22]. Additional Product Developments - Weisheng is also developing innovative therapies such as Navepitide for cartilage development disorders and Parotipide for parathyroid hormone deficiency, both of which are expected to generate substantial revenue due to their unique market positions [8][9].

公司发布24 年年报及25 年一季报，24 年实现收入3.04 亿元/yoy-0.5%，实现归母净利润0.87 亿 元/-18%，扣非归母净利润0.86 亿元/yoy-19%；单24Q4 实现收入0.34 亿元/yoy-8%，归母净亏损0.29 亿 元、同比增亏，扣非归母净亏损0.29 亿元、同比增亏。 25Q1 公司实现收入0.16 亿元/yoy-0.7%，归母净亏损0.30 亿元、较24Q1的0.12 亿元增亏。亏损扩大主要 系1）报告期内新增喀什及赛湖项目，带来折旧、人工等成本项的增加及借款利息支出的增加；2）马牙 山索道维修成本增加；3）增加了营销推广宣传活动。 分业务来看： 5）旅行社：实现收入0.04 亿元/yoy-20%。 2024 年公司整体实现毛利率55.6%/yoy-4.4pp，销售费用率1.2%/yoy+0.7pp，主要系旅游淡季加大营销活 动推广导致费用增加，管理费用率20.2%/yoy 持平，归母净利率28.5%/yoy-6.1pp。 分红：2024 年，公司计划每10 股派送现金红利人民币3 元（含税），合计派发现金股利4650 万元（含 税），占当年归母净利润比率53.8%，对应 ...

如此大规模的扩张，自然离不开沪上阿姨加盟的模式。2022年、2023年、2024年的加盟门店数量分别为 5244、7756、9152。其中，2023年加盟门店增长速度最快，增长率达47.9%。 此外，沪上阿姨的商品交易总额 (GMV) 保持稳健增长态势。2022 年至 2023 年，沪上阿姨 GMV 分别 为 60.68 亿元、97.32 亿元，分别同比增长 45.8%、60.4%，2024 年进一步增长至 107.36 亿元。 此次IPO，沪上阿姨募资将用于数字化升级、产品研发、供应链强化。公司表示，将继续深耕现有市 场，并计划将业务扩展至更多三线及以下城市。 招股书显示，据灼识咨询资料，截至 2023 年 12 月 31 日，沪上阿姨为中国第四大现制茶饮店网络，在 下沉市场拥有庞大布局，并以加盟模式为核心驱动其快速扩张。 近三年来，沪上阿姨展现出强劲的增长势头。招股书显示，截至2024年12月31日，沪上阿姨在全国的门 店数量已达9176家。拉长时间来看，沪上阿姨的开店速度相当之快。2022年门店总数为5307家，2023年 为7789家店，基本以每年两千家左右的开店速度扩张。 继2月古茗、3月蜜雪集团、 ...

Group 1 - The core viewpoint of the report is that Yidu Technology (医渡科技) is a leading player in the AI healthcare sector in China, receiving an "outperform" rating with a target price of HKD 6.75 [1] - Yidu Technology has developed a robust algorithm engine, YiduCore, which has processed over 5.5 billion medical records, significantly surpassing its competitors [2] - The company's AI-driven solutions have been validated through various assessments, ranking first in multiple standardized evaluations, indicating its technological and medical knowledge advantages [2] Group 2 - The Chinese government's increasing support for AI in healthcare is expected to accelerate industry growth, with new guidelines encouraging the use of AI in medical practices [3] - Yidu Technology is positioned to benefit directly from the trend of hospitals adopting AI technologies, having developed its own core hospital management system [3] - The company has successfully implemented its AI solutions in nearly 30 top medical institutions across China, showcasing its capability to drive deep applications in the healthcare sector [3]

Group 1 - The Hang Seng Index increased by over 1% during the day [1] - The Hang Seng Tech Index rose by 0.4% [1] - Nongfu Spring (09633.HK) saw a rise of over 7% [1] Group 2 - Meituan (03690.HK) and Chow Tai Fook (01929.HK) both experienced an increase of nearly 6% [1]

Group 1 - The China Securities Hong Kong Stock Connect Consumer Theme RMB Index (931455) increased by 0.11% as of May 6, 2025, with notable gains in constituent stocks such as Nongfu Spring (09633) up 7.49%, MGM China (02282) up 6.60%, Chow Tai Fook (01929) up 6.04%, Sands China Ltd. (01928) up 5.21%, and Meituan-W (03690) up 4.98% [1] - The Hong Kong Stock Consumer ETF (159735) rose by 3.32%, with the latest price at 0.81 yuan. Over the past two weeks, the ETF has accumulated a rise of 4.53% as of April 30, 2025 [1] - The trading activity for the Hong Kong Stock Consumer ETF was active, with a turnover of 24.85% and a transaction volume of 159 million yuan. The average daily transaction volume over the past month was 154 million yuan, ranking it first among comparable funds [1] Group 2 - According to Galaxy Securities, the impact of the U.S. so-called "reciprocal tariff" policy is diminishing, leading to a gradual recovery in investor risk appetite. Positive fiscal policies and moderately loose monetary policies are expected to support stable earnings growth in Hong Kong stocks [2] - Current valuations of Hong Kong stocks are at historically low to medium levels, indicating high medium to long-term investment value. Short-term focus should be on sectors benefiting from domestic demand expansion policies, technology sectors with improved self-sufficiency, and sectors with low trade dependency and high dividend yields [2]