沪上阿姨5月8日在港交所挂牌上市，开盘大涨逾68%，随后震荡回落，目前涨幅49%。此前其暗盘交易 价格大涨超60%。 ...

Group 1 - The Hong Kong stock market opened lower on May 8, but the Consumer ETF (159735) quickly turned positive, rising by 0.25% during the session [1] - Key stocks in the Consumer ETF included Li Auto-W, which rose nearly 2%, and several others like Smoore International, Tofok, Pop Mart, Yadea Holdings, Sands China Ltd., Meituan-W, and Geely Automobile, all of which increased by over 1% [1] - The Consumer ETF tracks the CSI Hong Kong Stock Connect Consumer Theme Index, which consists of 50 liquid and large-cap consumer-related stocks within the Hong Kong Stock Connect, weighted by free float market capitalization [1] Group 2 - On May 7, the Guangdong Provincial Government released a plan to boost consumption, which includes 31 specific measures across 8 areas, such as supporting the replacement of old consumer goods like cars and home appliances [1] - The plan also encourages local governments to explore a model combining fiscal subsidies, corporate discounts, and financial empowerment for large durable goods replacement [1] - A press conference on May 7 announced a series of significant policies aimed at revitalizing the stock market, real estate, and the real economy, which are expected to enhance consumer capacity and support the service and elderly care markets [2]

Group 1 - The core viewpoint of the article indicates that the recent mortgage rate cuts align with expectations, but the impact on housing sales may require cautious evaluation due to trade tariff pressures [1] - Morgan Stanley maintains a cautious industry outlook and recommends a defensive strategy, focusing on high-quality state-owned enterprises with good growth prospects [1] - Recommended stocks include consumer beneficiaries like China Resources Land (CR Land) and China Resources Mixc, as well as high dividend yield stocks such as C&D International Investment Group and Greentown Management [1] Group 2 - China Resources Land (01109) is expected to have a net asset value (NAV) of HKD 47.96 per share by 2025, which includes HKD 17.40 from development properties and HKD 32.72 from investment properties [1] - C&D International Group (01908) is projected to have a NAV of HKD 32.55 per share by 2025, with HKD 31.69 from development properties and HKD 1.01 from other business value [2] - Greentown Management (09979) applies a target price-to-earnings (P/E) ratio of 9 times to the estimated earnings per share (EPS) for 2025, based on comparisons with other real estate developers and management companies [2]

5月8日周四，A股低开，三大指数早盘小幅拉升，创业板翻红，CPO概念涨幅居前。港股低开之后拉升，恒指、恒 科指双双转涨，沪上阿姨上市首日高开近70%。国债期货开盘小幅上涨。核心市场走势： | 代码 | 名称 | 两日图 | 现价 | 淵跌 | 涨跌幅 | | --- | --- | --- | --- | --- | --- | | 000001 | 上证指数 | Long A | 3346.55 | 3.88 | 0.12% | | 399001 | 深证成指 | | 10138.42 | 34.29 | 0.34% | | 399006 | 创业板指 | | 2012.72 | 16.21 | 0.81% | | 000300 | 沪深300 | | 3842.01 | 10.38 | 0.27% | | 000016 | 下班50 | | 2678.09 | 7.39 | 0.28% | | 000680 | 科创综指 | | 1198.96 | -2.46 | -0.20% | | 000688 | 科创20 | | 1025.54 | -4.65 | -0.45% | | 899050 | 北班50 ...

假设认购股份数目与配售股份数目相同，且有关认购股份获悉数认购，则预期最大配售及认购所得款项总额约为11.78亿港元， 雷递网 乐天 5月8日 卫龙美味全球控股有限公司（简称："卫龙"，股份代号：9985）日前宣布进行配售，配售价为14.72港元，配售8000万股，预期最大配售及认购所得款项净 额（扣除佣金及估计开支后）合共约为11.67亿港元。 | | | | 聚隨歐售完成後 | | | | --- | --- | --- | --- | --- | --- | | | 於本公告日期 | | 但於認購完成前 | | 緊 陸 | | 股東 | 持股數目 | 自分比 | 持股數目 | 目分比 | 持 | | | | (96) | | (%) | | | 主要股東(除劉衛平先生及劉福平先生外) | | | | | | | 雪 方(1)(4) | 1,904,243,183 | 80.99 | 1,824,243,183 | 77.59 | 1,904,1 | | 和和綠色理念(2)(4) | 1,904,243,183 | 80.99 | 1,824,243,183 | 77.59 | 1,904. | | The ...

证券之星消息，5月8日中信保诚基金管理有限公司发布《中信保诚多策略灵活配置混合型证券投资基金 (LOF)暂停大额申购、大额转换转入及大额定期定额投资业务的公告》。公告中提示，为维护基金的稳 定运作，自2025年5月8日起中信保诚多策略灵活配置混合型证券投资基金(LOF)暂停大额申购、大额转 换转入及大额定期定额投资业务，下属分级基金调整明细如下： | 分级基金简称 | 代码 | 是否暂停（大额）申购 (转入转出、赎回、定投) | | 申购限额 转入限额 定投限额 | | | --- | --- | --- | --- | --- | --- | | | | | (元) | (元) | (元) | | 中信保诚多策略混 合(LOF)A | 165531 | 를 | 200.00万 | 200.00万 | | | 中信保诚多策略混 合(LOF)C | 018561 | 를 | 200.00万 | 200.00万 | | 注:1、为了维护中信保诚多策略灵活配置混合型证券投资基金（LOF）（以下简称"本基金"）的稳定运 作，本基金于2025年5月8日起暂停200万元以上（不含200万元）大额申购、大额转换转入及大额定 ...

智通财经APP获悉，中金发布研报称，维持远大医药(00512)2025年/2026年归母净利润预测21.31亿 元/22.35亿元不变。据悉，5月6日，公司公告全球创新产品STC3141中国II期临床研究成功达到临床终 点。当前股价对应2025年/2026年11.3倍/10.8倍市盈率，考虑到STC3141成功，该行上调目标价11.1%至8 港币，对应2025年/2026年13.3倍/12.7倍市盈率，较当前股价有17.8%的上行空间。 中金主要观点如下： 脓毒症药物理论市场空间广阔 根据公司公告，脓毒症是机体因急性感染引起的宿主反应失调所致的危及生命的器官功能障碍，每年新 发脓毒症约4,900万例，超1/5的患者死亡，约占全球总死亡人数的20%。在中国，重症监护病房的脓毒 症发生率为20.6-50.8%，约1/3的患者发生院内死亡。在高收入国家，脓毒症患者的全院平均治疗费用超 过3.2万美元。由于其发病机制复杂，目前脓毒症的治疗方法主要包括抗感染、液体复苏和器官损伤的 功能支持，尚无针对性治疗手段，存在极大的临床未满足需求。 公司STC3141治疗脓毒症的II期试验成功达临床终点 STC3141为公司自主开 ...

港股卫龙食品(09985.HK)跌超7%，消息面上，公司拟以14.72港元配售8000万股。 ...

卫龙美味跌超7% 拟配售8000万股 智通财经5月8日电，截至发稿，卫龙美味(09985.HK)跌7.26%。根据公告，2025年5月8日，公司、卖方 和和全球资本有限公司及配售代理订立配售协议，据此，卖方同意出售或促使出售配售股份，而配售代 理作为卖方代理，同意尽最大努力（自行或透过其联系人）按配售协议所载条款及条件，促使承配人以 每股股份14.72港元的价格购买卖方持有的8000万股股份。配售价较最后交易日于联交所所报的收市价 每股15.98港元折让约7.88%。 ...

Core Viewpoint - Morgan Stanley has included Yum China Holdings Inc. (YUMC.N) in its Top Pick list, indicating a positive outlook for the company [1]. Group 1: Financial Performance and Targets - The company reiterated its target for a 4%-6% year-over-year growth in system sales by 2025 [2]. - The net new store target for 2025 remains at 1,600-1,800, with an acceleration in store expansion expected in the second half of the year [3]. - Same-store sales growth (SSSG) is expected to fluctuate quarterly, with a focus on increasing customer traffic, while average transaction value (TA) is under pressure [3]. Group 2: Recent Developments - Overall sales momentum during April and the Labor Day holiday met company expectations [4]. - The impact of aggressive promotions from delivery platforms on the delivery business is considered limited, with a focus on retaining core customers through its own super app [4]. - KFC reported a 4% decline in average transaction value in Q1 2025, attributed to a higher proportion of lower-value delivery orders and an increase in KCOFFEE and breakfast orders [4]. - Pizza Hut (PH) will continue to focus on low-price strategies to attract demand, with long-term improvements expected in restaurant profit margins [4]. Group 3: Valuation and Market Position - The valuation method suggests a target EV/EBITDA multiple of 10x for 2025, based on a 30% premium relative to the average EV/EBITDA of the Chinese consumer sector since Yum China's IPO in 2016 [5]. - Current expected EV/EBITDA for the consumer sector in 2025 is 8.5x, which is deemed reasonable due to the company's superior performance in cost savings and efficiency [5]. - The company has a market capitalization of approximately $16.54 billion, with a price target set at $57.00 [6].