智通财经5月6日电，截至发稿，耀才证券金融(01428.HK)涨18.36%。消息面上，耀才证券金融发布公告 称，上海云进信息技术有限公司通过旗下子公司蚂蚁财富，以每股3.28港元的价格向耀才证券发起要约 收购，较股份停牌前收盘价每股2.79港元溢价约17.6%。公告显示，买卖双方已于4月25日订立购股协 议，交易股份约8.58亿股，总现金代价为28.14亿港元，且已支付了10%的定金。 耀才证券金融涨超18% 近日获蚂蚁斥资28.14亿港元收购 ...

港股耀才证券金融今日再度走高，盘中一度涨超19%至8.45港元，再创历史新高，市值超143亿港元。4 月25日复牌至今的5个交易日，该股累涨177%。 ...

智通财经APP获悉，中金发布研报称，基本维持渣打集团(02888)2025e盈利预测，由于关税带来的潜在 不确定性，该行下调2026e归母净利润14%至39.6亿美元。当前股价对应0.7x 2025e P/B和0.7x 2026e P/B。维持跑赢行业评级和目标价不变，对应0.8x 2025e P/B和0.8x 2026e P/B。渣打集团发布1Q25业 绩，经调营收同比增长5%至54亿美元，经调归母普通股净利润同比增长8%至15亿美元，均超市场预 期，主要由于财富管理与全球金融市场业务板块表现较好。 中金主要观点如下： 1Q25年化信用成本微升至31bp 信贷减值支出同比增长24%至2.2亿美元，主要是零售银行业务板块中部分无抵押贷款1.8亿美元因利率 上行而出现还款压力，企业银行业务板块信贷减值支出较少，存在回拨。中国香港对公房地产敞口22亿 美元，不到公司总贷款的0.5%，且83%有抵押，平均LTV约40%，损失影响可控。中国内地对公房地产 敞口20亿美元，其中14亿美元认定为风险资产，已计提减值准备89%，考虑抵押品价值后已覆盖94%。 风险提示：非息收入增长不及预期，资产质量走弱超预期，关税政策超预 ...

Group 1 - Non-alcoholic beverage stocks in Hong Kong are experiencing strong fluctuations, with notable gains in several companies [1] - Cha Bai Dao (02555.HK) has surged over 13%, indicating significant investor interest [1] - Other companies such as Gu Ming (01364.HK) and Nongfu Spring (09633.HK) have also seen increases of 2.7% and 2.5% respectively, reflecting a positive trend in the sector [1] Group 2 - China Resources Beverage (02460.HK) and Uni-President China (00220.HK) both rose by over 1%, contributing to the overall strength of the non-alcoholic beverage market [1]

Core Viewpoint - CICC maintains a positive outlook on WH Group (00288), projecting net profit attributable to shareholders of $1.614 billion and $1.683 billion for 2025 and 2026 respectively, with a target price of HKD 8.56 per share, indicating approximately 23.9% upside potential from the current stock price [1] Group 1: Financial Performance - In Q1 2025, WH Group's revenue reached $6.554 billion, a year-on-year increase of 6.0%, while operating profit was $598 million, up 19.4% year-on-year, and core net profit attributable to shareholders was $364 million, reflecting a 20.9% increase year-on-year [2] - The profit performance in Q1 2025 slightly exceeded market expectations, primarily due to improved profitability in the U.S. farming business [2] Group 2: Domestic Business - In Q1 2025, the sales volume of meat products in the domestic market decreased by nearly 17.4%, with a profit per ton of approximately RMB 4,700, down 5.2% year-on-year [3] - Slaughtering volume in Q1 2025 increased by 11.8% year-on-year, with average profit per head rising by 11.6%, attributed to an increase in customer base and network coverage, alongside reduced competition [3] - The company's other segments, which include farming, saw a reduction in losses by RMB 140 million year-on-year, mainly due to improved controllable cost indicators in farming [3] Group 3: U.S. Business - In Q1 2025, the operating profit for meat products in the U.S. declined by 7.7%, with sales volume down approximately 3.7%, and profit per ton at $894, a decrease of 4.2% year-on-year, attributed to rising raw material costs and a delay in Easter [4] - The upstream farming business in the U.S. reported a profit of $17 million in Q1 2025, a significant improvement from a loss of $170 million in the same period last year, driven by rising hog prices [4] - Slaughtering profit contribution in Q1 2025 decreased by 27% year-on-year, as the increase in hog prices was less than the rise in live hog prices [4] Group 4: Outlook for 2025 - For domestic operations, the slaughtering business is expected to continue expanding its customer base and increasing slaughter volume, with further improvements in profitability for farming operations anticipated [5] - The meat products segment is projected to see improved sales starting from Q2 2025 as channel adjustments stabilize and inventory levels recover [5] - In the U.S., meat product profitability is expected to remain stable despite rising hog prices, as the company can pass on costs through pricing formulas and efficiency optimizations, with robust demand for meat protein [5]

恒生科技指数日内跌超1%，汽车股走弱，蔚来汽车(09866.HK)跌超4.5%，小鹏汽车(09868.HK)跌4%， 舜宇光学科技(02382.HK)跌超3.6%。 ...

Core Viewpoint - The report from CICC maintains a positive outlook on Guoshengtang (02273), projecting adjusted net profits of 481 million and 602 million CNY for 2025 and 2026 respectively, with a target price of 52.8 HKD, indicating a potential upside of 67.6% from the current stock price [1] Group 1: Business Performance - In Q1 2025, the total number of patient visits reached approximately 1.21 million, reflecting a year-on-year growth of 12.7% compared to 1.074 million visits in the same period of 2024 [1][2] - The growth in offline business is expected to significantly outpace overall growth, driven primarily by internal contributions, while online growth is slightly lower due to strategic adjustments [2] Group 2: Expansion and Innovation - The company exceeded expectations in store expansion in 2024, adding 4 self-built and 17 acquired locations, entering new cities and Singapore, totaling 79 medical institutions across 20 cities in China and Singapore by the end of 2024 [3] - The company plans to maintain a store expansion rate of 15-20 in 2025, entering 2-3 new cities while continuing its long-term overseas development strategy [3] - The integration of AI technology aims to enhance the supply of quality medical resources and improve operational efficiency, with the launch of an AI-powered expert replication system [3] Group 3: Financial Metrics - The company maintained a gross margin of approximately 30.1% in 2024, despite fluctuations in traditional Chinese medicine prices, with a sales expense ratio of 12.2% and a management expense ratio of 6.1%, indicating effective cost control [4] - The adjusted net profit for 2024 was 410 million CNY, representing a year-on-year increase of 39.8%, with an adjusted net profit margin of 13.2% [4] - The company is expected to see further profit margin improvements as existing store performance continues to grow and new stores ramp up [4]

狮腾控股将主导客户接洽与商业化策略制定，BytePlus则将提供技术专长、基础架构及联合市场推广支 持。此次合作将首先聚焦于新加坡、印尼、马来西亚、泰国与越南，并计划进一步拓展至亚太地区。 此次合作标志着双方公司的战略布局，紧扣亚洲市场对企业级AI能力日益增长的需求，并符合与投资 者对可扩展、高影响力科技项目的高度关注。 根据Statista数据显示，亚太地区AI市场规模预计将于2025年达到851.5亿美元， 2025年至2030年复合年 增长率(CAGR)预估为27.76%，至2030年市场总量可望攀升至2,984.0亿美元。 作为该计划的一部分，狮腾控股将把BytePlus的AI技术(包括BytePlus Skylark模型及其他专有模型)整合 至狮腾控股旗舰企业级多模态模型AI平台Geene。此次整合将显著提升Geene，通过在多个垂直领域中 无缝协调多种AI模型，为企业用户提供智能且情境感知的AI特工和解决方案。 BytePlus将提供其AI技术的接入权限，包括ModelArk平台(Skylark模型)、语音智能模型，以及高级数据 分析解决方案，如LAS湖仓一体分析服务。此外，此次合作还包括通过By ...

每经记者 杨建 每经编辑 肖芮冬 ｜2025年5月6日 星期二｜ NO.1 国家加大投入支持长远性数据基础设施建设 据央视新闻报道，5月5日，国家数据局表示，国家将继续加大中央财政资金投入，支持地方、行业建设 一批基础性、公益性、长远性数据基础设施项目，用好超长期特别国债资金，加快构建国家数据基础设 施架构，面向"十五五"，加快制定国家数据基础设施规划。 NO.2 第137届广交会成功举办，现场意向出口成交254.4亿美元 5月5日，第137届中国进出口商品交易会（广交会）线下展在广州圆满落幕。现场意向出口成交持续增 长，达254.4亿美元，增长3%。参展企业普遍反映，质量性能好、创新特点强、品牌知名度高的产品更 受青睐，境外采购商下单积极，进一步增强了企业拓展多元化市场的信心。 NO.3 深交所：修订创业板指数编制方案 NO.6 "五一"假期全国重点零售和餐饮企业销售额同比增长6.3% 据商务部商务大数据监测，假期全国重点零售和餐饮企业销售额同比增长6.3%。以旧换新备受欢迎。 2025年初至5月5日0时，汽车以旧换新补贴申请量突破300万份；消费者购买12大类家电以旧换新产品 5516万台，购买手机等数码 ...

Group 1 - The company, Fosun International, announced the sale of future units in a building project located in Lisbon, Portugal [1] Group 2 - The transaction is part of the company's strategy to optimize its asset portfolio and focus on core business areas [1]