港股开盘 | 恒生指数高开0.33% 雨润食品(01068)涨超11%
智通财经网· 2025-05-02 01:44
关于港股后市 港股开盘,恒生指数高开0.33%,恒生科技指数高开0.48%。雨润食品涨超11%,比亚迪股份、香港交易 所、阿里巴巴、理想汽车、中芯国际、小米集团涨超1%。 平安证券指出,以DeepSeek系列大模型为代表的国产大模型性能已可比肩海外领军大模型,且成本更 低。大模型在我国已应用于端侧、教育、金融、办公、传媒、医疗、智能汽车、企业服务等多个应用场 景。德邦证券表示,在我国AI应用政策高度持续提升和以DeepSeek为代表的AI技术创新持续突破的情 况下,2025年"人工智能+"有望迎来黄金发展时期,加快AI技术深入场景,实现应用的规模化落地。 高盛称,工商银行(01398)、中国银行(03988)、建设银行(00939)、农业银行(01288)及邮储银行(01658)五 间内地大型国有银行首季拨备前利润及净利润均略逊预期,其他大型国有企业银行净利润亦同比下跌约 2%至4%,除农行外大多数内银贷款增长都未如预期强劲,相信将引发投资者对于全年度派息能否维持 的关注。 本文转载自腾讯自选股,智通财经编辑:陈雯芳。 光大证券认为当前恒生指数估值处于中等偏低位置,而恒生科技指数估值正处于历史低位,从估值角度 ...
美兰空港涨近7% 控股权将易主
快讯· 2025-05-02 01:42
Core Viewpoint - Meilan Airport's shares rose by 6.88% following the announcement of a significant share transfer, indicating positive market sentiment towards the upcoming change in control [1] Group 1: Share Transfer Details - Haikou Meilan International Airport is transferring 50.19% of its shares to Hainan Airport for a total consideration of 25.2 billion HKD, which equates to a price of 10.62 HKD per share [1] - After the completion of the transfer, the offeror and its concert parties will collectively hold 52.05% of the company's equity, necessitating a mandatory general offer [1] Group 2: Offer Price and Market Reaction - The mandatory cash offer price for each H share is set at 10.62 HKD, representing a premium of 10.63% over the last trading day's closing price [1]
港股黄金股持续回落 潼关黄金跌超8%
快讯· 2025-05-02 01:38
港股黄金股持续回落 潼关黄金跌超8% 智通财经5月2日电,截至发稿,潼关黄金(00340.HK)跌8.40%、赤峰黄金(06693.HK)跌7.45%、灵宝黄金 (03330.HK)跌3.15%、山东黄金(01787.HK)跌2.63%。消息面上,现货黄金跌破3230美元/盎司,日内跌 0.25%。 ...
汇丰控股(00005.HK)下跌2%,此前汇丰主席杜嘉祺宣布2025年底前退休。
快讯· 2025-05-02 01:38
汇丰控股(00005.HK)下跌2%,此前汇丰主席杜嘉祺宣布2025年底前退休。 ...
中金:维持小米集团-W(01810)“跑赢行业”评级 目标价70港元
智通财经网· 2025-05-02 01:27
Core Viewpoint - CICC has raised its adjusted net profit forecasts for Xiaomi Group for 2025 and 2026 by 4.6% and 3.8% to CNY 40.197 billion and CNY 54.743 billion respectively, maintaining a target price of HKD 70, indicating a potential upside of 40.1% from the current stock price [1] Group 1: Financial Performance - The adjusted net profit for Q1 2025 is expected to grow by 53.03% year-on-year, with revenue projected to increase by 44.85% to CNY 109.37 billion [2] - Xiaomi's smartphone shipments are expected to rise by 3% year-on-year to 41.8 million units globally, with a 40% increase in the Chinese market, leading to a revenue growth of 8.3% to CNY 50.327 billion [3] - IoT revenue is anticipated to grow by 52% year-on-year to CNY 30.968 billion, with a gross margin increase of 3.68 percentage points to 23.5% [4] Group 2: Automotive Business - The delivery of the Xiaomi SU7 is projected to reach 76,000 units in Q1 2025, generating revenue of CNY 18.18 billion, with a gross margin increase of 0.76 percentage points to 21.2% [5] - The company expects a 192% year-on-year growth in automotive shipments in 2025, reaching 400,000 units, driven by the sales of SU7 Ultra and the upcoming launch of YU7 [5]
零跑汽车(09863.HK)涨3.23%,4月以超四万辆的交付,连续第二个月摘得销量冠军。
快讯· 2025-05-02 01:25
零跑汽车(09863.HK)涨3.23%,4月以超四万辆的交付,连续第二个月摘得销量冠军。 ...
零跑(09863.HK)蝉联销冠,再获创始人增持!“黑马”的下一程在哪?
Ge Long Hui· 2025-05-02 01:17
Core Insights - The article highlights the impressive sales performance and profitability of Leap Motor, marking it as a significant player in the competitive automotive industry, particularly in the electric vehicle sector [1][4][33] Sales Performance - Leap Motor achieved a monthly delivery of over 40,000 units, with a gross margin of 13.3%, making it the third global and second domestic new energy vehicle company to turn profitable [1][4] - Cumulative sales exceeded 700,000 units by April 2025, with expectations to reach one million units in the second half of the year [4] Stock Performance - The company's stock price has surged nearly twofold over the past six months, leading the Hong Kong stock market's new energy sector [6][12] - Founders and key stakeholders have significantly increased their shareholdings, demonstrating confidence in the company's future [8][12] Global Expansion - Leap Motor's B series, including the B01 and B10 models, debuted at the Shanghai Auto Show, targeting the 15-35 age demographic and aiming for global market penetration [16][19] - The company plans to localize production in Europe and Southeast Asia by 2026, with a target of 50,000 to 80,000 units in overseas sales this year [19][20] Strategic Positioning - Leap Motor focuses on the mainstream domestic passenger car market, avoiding direct competition with established luxury brands, which allows for a strategic advantage [27][31] - The company emphasizes high cost-performance ratios and self-research capabilities, with 65% of vehicle components developed in-house [31][32] Market Adaptability - The company has shown agility in responding to market demands, successfully launching models that resonate with consumer preferences [32] - Leap Motor's growth trajectory reflects a commitment to technological innovation and value creation, positioning it as a formidable competitor in the evolving automotive landscape [33]
天立国际控股(01773)2025财年中期:业绩稳健,净利润大增36.3%
智通财经网· 2025-05-02 00:40
智通财经APP了解到,4月29日,天立国际控股(01773)公布2025财年中期业绩,各项业绩指标表现抢 眼,实现收入18.76亿元,同比增长14%,毛利润7.05亿元,同比增长21%,期内净利润3.9亿元,同比增 长36.3%,毛利率及净利率分别提升至37.6%和20.8%。此外,该公司宣派中期股息每股人民币5.78分, 派息率30%。 围绕着生源需求,天立国际控股挖掘多元业务场景,目前旗下业务板块包括综合教育服务、综合后勤服 务、产品销售及管理及特许经营费。 具体而言,天立国际控股是民办K12 民办学校行业龙头,坚持高中业务与托管业务协同发展,共同拓展 天立校网版图,截至2025年2月,天立共管理服务58所学校,其中托管学校有18所。期间,该公司服务 在校生人数达到13万人,同比增长30%,其中服务高中生人数5.4万人,同比增长46%。 该公司以AI+教育并全面赋能教育行业发展,并以AI+大数据技术研发完成启鸣数字驱动教学管理云平 台,实现智慧学校的全数据融通,全面提升学校运营效率。目前启鸣云校•AI未来智慧学校已成功接入 超过100所学校,"对内赋能,对外创收",教育AI将成为该公司不可小觑的增长引擎。 ...
开拓药业-B(09939):KX-826与米诺地尔联合治疗中国成年男性雄激素脱发临床观察试验结果显著优于米诺地尔单药
智通财经网· 2025-05-02 00:23
有效性方面。与米诺地尔组相比,联合用药组显示出统计学显著的疗效优势及临床意义。治疗24周后, 联合用药组的TAHC较基线增加30.54根/cm2,较米诺地尔酊组增加10.29根/cm2,结果具有统计学意义 (P=0.0075)。第24周TAHC较基线变化≤0根/cm2共有4例患者,全部为米诺地尔组。第24周TAHC较基线 变化≥20根/cm2共有49例患者,即联合用药组30例和米诺地尔组19例。第24周TAHC较基线变化≥40 根/cm2共有11例患者,即联合用药组10例和米诺地尔组1例。 与米诺地尔组相比,联合用药组的研究者和受试者的HGA指标均有数值上的增加。第24周HGA研究者 评估=3分共有24例患者,即联合用药组14例和米诺地尔组10例。第24周HGA受试者评估=3分共有15例 患者,即联合用药组8例和米诺地尔组7例。 安全性方面。联合用药组在临床观察试验显示出良好的安全性和耐受性,两组在治疗过程中发生的不良 事件相当。此外,该试验未观察到非预期不良事件。 智通财经APP讯,开拓药业-B(09939)发布公告,有关KX-826与米诺地尔联合治疗中国成年男性雄激素 性脱发("AGA"或"脱发")的Ib ...