Core Viewpoint - The company assesses that the impact of the recent U.S. tariff policy adjustments on its operations is manageable, with limited effects on overall revenue and a stable demand for its resin eyewear lenses in the U.S. market [1][3][4]. Group 1: Impact of U.S. Tariff Policy - The sensitivity of end prices in the U.S. market is low, resulting in minimal actual impact on the company's products [1]. - The company estimates that if it bears 50% of the new tariffs (17%), the direct impact on annual revenue would be approximately 2.2% based on last year's revenue contribution from the U.S. market (13%) [3]. - The overall impact of the U.S. tariff policy on total revenue is expected to be less than 2.2% due to strong growth in markets outside the U.S. [4]. Group 2: Supply Chain and Production Capacity - The global supply chain for resin eyewear lenses is stable, with limited alternatives available for U.S. customers in the short term [2]. - The company has mature production capacities in China and Japan, ensuring stable supply capabilities to meet customer demand [2]. - The company is optimizing its cost structure through a coordinated layout of global production capacities, enhancing supply chain resilience and cost efficiency [5]. Group 3: Business Performance and Outlook - In the first quarter of the 2025 fiscal year, the company maintained a high level of revenue, with customer order quantities meeting expectations [6]. - The company continues to enhance its risk resilience through diversified layouts and technological upgrades, while closely monitoring policy developments [6].

进入4月，越秀地产继续在一线城市"攻城略地"。 继以底价2.54亿元拿下杭州临安区锦城单元LA040301-27地块后，4月1日，越秀地产再以总价11.01亿元 竞得杭州原运河新城单元GS1004-08-1地块。两宗地块累计斥资13.55亿元。 此前2月，越秀地产联合华润置地以50.9亿元成功竞得浦东新区新杨思地块，成交楼面地价为7.47万平方 米，溢价率33.4%。据公告披露，越秀地产于该宗地块实际应占利益为51.00%。 以及1月底，越秀地产在广州大本营竞得海珠区新侨地块，实际应占利益为95.48%，涉及实际权益的土 地价款约8.39亿元。 按照越秀地产的铺排，2025年总体投资目标为300亿元，重点聚焦在北上广深一线城市，以及杭州、成 都等强二线城市，以"换仓"来完成今年1205亿元的销售目标。 然而，规模扩张的同时，利润承压也是困扰越秀地产的难题。2025年，越秀地产趋向何方？ 据2024年财报，公司去年核心净利润约15.9亿元，同比下降54.4%；权益持有人应占盈利约10.4亿元， 同比下降67.3%；毛利率约10.5%，同比下降4.8个百分点。 | . | 董事會建議不予分派二〇二四年末期股息,全 ...

天眼查商业履历信息显示，深圳市怡亚通供应链股份有限公司，成立于1997年，位于深圳市，是一家以 从事批发业为主的企业。企业注册资本259700.9091万人民币，实缴资本103729.4424万人民币。公司法 定代表人为周国辉。 通过天眼查大数据分析，深圳市怡亚通供应链股份有限公司共对外投资了111家企业，参与招投标项目 1356次，知识产权方面有商标信息338条，专利信息23条，此外企业还拥有行政许可66个。 来源：金融界 金融界消息 截至2025年4月7日收盘，怡 亚 通（002183）报收于4.16元，下跌9.96%，换手率2.12%，成 交量54.94万手，成交金额2.32亿元。 资金流向方面，今日主力资金净流出3361.56万元，占比成交额14.48%。其中，超大单净流出1552.31万 元、占成交额6.69%，大单净流出1809.25万元、占成交额7.79%，中单净流出流入747.13万元、占成交 额3.22%，小单净流入2614.43万元、占成交额11.26%。 怡亚通最新一期业绩显示，截至2024三季报，公司营业总收入584.41亿元、同比减少14.41%，归属净利 润6126.98万元，同比 ...

目标公司团队具有与在全球建立通用兑换凭证发行及管理平台(包括但不限于稳定币、数位货币、NFT 等)(通用兑换凭证平台)相关的必要知识产权授权和运营经验。 董事会(包括独立非执行董事)认为，建议收购事项有助集团与目标公司进一步加深合作，共同开展基于 真实世界交易场景的通用兑换凭证平台业务，以多元化发展其现有业务组合及扩大集团收入来源，符合 公司的发展策略。 智通财经APP讯，天机控股(01520)发布公告，于2025年4月7日，公司与巫政先生(卖方甲)及梅唯一先生 (卖方乙)订立谅解备忘录，据此，订约方同意就公司可能有条件向卖方收购信桥资本集团有限公司(目标 公司)(或向其股东收购(如有))不超过15%的股权进行磋商，但须待落实及由公司与卖方订立正式协议 后，方可作实。 根据谅解备忘录，建议收购事项的代价将由公司透过配发及发行每股面值0.04港元的公司新股份的方式 支付，发行价将为每股0.40港元，较股份于紧接谅解备忘录日期前最后5个连续交易日在联交所所报平 均每股收市价0.476港元折让约15.97%。 目标公司为一家AI+区块链应用科技企业，能够提供一个连接真实世界和虚拟世界之间AI+Web3的平台 级的基 ...

Core Viewpoint - The company has successfully transitioned from a focus on scale expansion to quality improvement, achieving total revenue of RMB 2.451 billion and a net profit of RMB 98.204 million in 2024, driven by optimized store strategies, innovative products, and enhanced brand marketing [1][4]. Group 1: Financial Performance - In 2024, the company reported total revenue of RMB 2.451 billion and a net profit of RMB 98.204 million, marking a significant achievement in its financial performance [1]. - The gross profit margin improved to 56.8% in 2024, up from 52.4% in 2023, indicating effective cost management and operational efficiency [4][5]. Group 2: Market Strategy - The company is focusing on enhancing the profitability of existing stores and optimizing its store structure by reallocating resources to core markets while reducing presence in low-potential markets [1][4]. - The company aims to build a comprehensive taste ecosystem, with duck and duck by-products accounting for 79.8% of total revenue, and has successfully increased active membership to over 5.5 million through digital operations [1][3]. Group 3: Product Innovation - The company is actively expanding its product offerings to meet diverse consumer demands, with the "Zhou Hei Ya Classic Flavor" series accounting for 70.3% of terminal sales, and new products like spicy chicken and dry-fried spicy chicken achieving monthly sales of over 180,000 boxes [1][2]. - The company is also venturing into the compound seasoning and convenience food sectors, launching products like seasoning packs for various ingredients in collaboration with Sam's Club [2][3]. Group 4: Brand Collaboration and Expansion - The company has engaged in brand collaborations, such as with Yanjin Puzhi and Mars, to enhance flavor IP and penetrate new market scenarios [2]. - The company is set to expand its international presence, starting with Southeast Asia, and plans to develop localized products for markets in Europe, America, Japan, and South Korea [5][6]. Group 5: Future Outlook - The company is expected to continue its growth trajectory with a focus on innovation, channel expansion, and international market entry, aiming for a revenue growth of 6.2% by 2026 and a 17% increase in net profit [6]. - Analysts have upgraded the company's rating to "highly confident outperform" with a target price increase, reflecting positive market sentiment and growth potential [6].

Group 1 - The Hang Seng Index fell by 13.22% on April 7, with total southbound trading amounting to HKD 243.97 billion, including buy transactions of HKD 129.67 billion and sell transactions of HKD 114.30 billion, resulting in a net buy of HKD 15.37 billion [1] - The southbound trading through Stock Connect (Shenzhen) had a total trading amount of HKD 98.50 billion, with buy transactions of HKD 52.35 billion and sell transactions of HKD 46.15 billion, leading to a net buy of HKD 6.20 billion [1] - The southbound trading through Stock Connect (Shanghai) had a total trading amount of HKD 145.47 billion, with buy transactions of HKD 77.32 billion and sell transactions of HKD 68.15 billion, resulting in a net buy of HKD 9.17 billion [1] Group 2 - The most actively traded stock by southbound funds was Tencent Holdings, with a total trading amount of HKD 28.23 billion, followed by Xiaomi Group-W at HKD 25.65 billion and Alibaba-W at HKD 20.88 billion [2] - Among the net buying stocks, Xiaomi Group-W had the highest net buy amount of HKD 2.54 billion, despite its closing price dropping by 20.59% [2] - Tencent Holdings had a net buy amount of HKD 1.94 billion, while China Mobile saw a net buy of HKD 1.16 billion [2] Group 3 - Alibaba-W experienced the highest net sell amount of HKD 1.95 billion, with its closing price down by 17.98% [2] - Other notable net sells included XPeng Inc. with HKD 0.89 billion and Innovent Biologics with HKD 0.42 billion [2] - Three stocks, including Tencent Holdings, SMIC, and Xiaomi Group-W, have seen continuous net buying for more than three days, with Xiaomi Group-W leading with a total net buy of HKD 5.51 billion [2]

今年以来该股累计进行9次回购，合计回购623.20万股，累计回购金额5872.02万港元。（数据宝） VITASOY INT'L回购明细 证券时报·数据宝统计，VITASOYINT'L在港交所公告显示，4月7日以每股9.000港元至9.300港元的价格 回购200.00万股，回购金额达1827.12万港元。该股当日收盘价9.040港元，下跌11.02%，全天成交额 5708.97万港元。 | 日期 | 回购股数（万股） | 回购最高价（港元） | 回购最低价（港元） | 回购金额（万港元） | | --- | --- | --- | --- | --- | | 2025.04.07 | 200.00 | 9.300 | 9.000 | 1827.12 | | 2025.03.31 | 0.60 | 10.000 | 10.000 | 6.00 | | 2025.03.24 | 89.60 | 9.950 | 9.570 | 884.19 | | 2025.03.21 | 131.60 | 9.900 | 9.360 | 1260.64 | | 2025.03.20 | 70.40 | 9.700 | 9.65 ...

证券时报·数据宝统计，太古地产在港交所公告显示，4月7日以每股15.520港元至16.100港元的价格回购 60.00万股，回购金额达949.03万港元。该股当日收盘价15.520港元，下跌8.81%，全天成交额1.43亿港 元。 （文章来源：证券时报网） 太古地产回购明细 | 日期 | 回购股数（万股） | 回购最高价（港元） | 回购最低价（港元） | 回购金额（万港元） | | --- | --- | --- | --- | --- | | 2025.04.07 | 60.00 | 16.100 | 15.520 | 949.03 | | 2025.04.03 | 60.00 | 17.000 | 16.740 | 1018.62 | | 2025.04.02 | 60.00 | 16.780 | 16.400 | 1001.09 | | 2025.04.01 | 60.00 | 16.720 | 16.300 | 995.37 | | 2025.03.27 | 0.04 | 17.000 | 17.000 | 0.68 | | 2025.03.26 | 12.96 | 17.000 | 16.880 ...

先不用着急唱衰，重生版"呷哺呷哺"正在路上。 去年的火锅行业里，"以价换量"似乎成了共识。 前有呷哺呷哺小火锅继续降价，后有海底捞、怂火锅等知名火锅品牌相继推出低价产品，将客单价拉回百元以内，连客单价一度飙升到150元的湊湊，也 在去年通过推出小份菜，将客单价拉到120元的水平。 但同样是降价，海底捞和呷哺集团却呈现了不同的结果。 根据海底捞2024年财报显示，海底捞成功将翻台率提升回4.1次/天，营收、净利润实现了两年增长，并创下历史新高；反观呷哺呷哺集团，在2024年亏损 扩大至4.01亿元，达到4年来最高，一度被给予厚望的湊湊成了呷哺呷哺集团最拖后腿的业务，亏损3.5亿元，占总亏损九成。 从业绩上来看，降价版的湊湊和呷哺呷哺显然都没有被消费者买账。和海底捞相比，呷哺集团到底差哪儿了？ 01 降价，没换来量 在火锅行业里，湊湊的客单价曾一骑绝尘。 2022年以前的呷哺集团，乘着消费升级的风，顺利几番涨价，在2022年巅峰时期，客单价一度飙到150元以上。 但近两年的火锅市场并不好过。消费降级的趋势下，降价成了火锅同行们的集体动作，客单价逐年下滑。海底捞将自己的客单价拉回百元以内，主打川渝 的怂火锅也在逐年 ...

海底捞需要寻找新的增长点。3月25日，海底捞公布2024年全年度业绩报告显示，2024年海底捞实现营 业收入427.55亿元，同比上升3.1%；净利润47.00亿元，同比增长4.6%。核心经营利润为62.30亿元，同 比上升18.7%。收入、净利润实现连续两年增长，去年业绩创历史新高，但增速有所放缓。 海底捞拥有足够雄厚的试错资金，即使子品牌不盈利也不太会影响主业。只是，面包生意还是一门好生 意吗？红餐大数据显示，截至2024年12月，烘焙赛道新增门店10.3万家，关店9.5万家，净增只有8000 家。 烘焙赛道永远不缺新玩家。 日前，海底捞被爆进军烘焙界，将于"五一"前在杭州西湖银泰开出名为"SHUA BAKERY"的面包店首 店。目前，该门店正在装修，商场现场围挡上写着"海底捞旗下烘焙品牌"、"全国首店"的字样。 海底捞跨界推出的餐饮子品牌很多，为了鼓励内部创新，去年8月份曾专门推出了"红石榴计划"。至今 内部孵化了包括焰请烤肉铺子、火焰官BarBecue、小嗨爱炸、小嗨火锅、苗师兄鱼虾锅等在内的11个餐 饮品牌。 北京一家泸溪河门店员工向Tech星球表示，周末生意好的时候，一天能卖600盒。一盒装有6个 ...