丽珠医药(01513)发布公告，该公司于2025年9月1日斥资202.08万元人民币回购4.86万股A股，每股回购 价格为40.43-41.99元人民币。 ...

智通财经APP讯，丽珠医药(01513)发布公告，该公司于2025年9月1日斥资202.08万元人民币回购4.86万 股A股，每股回购价格为40.43-41.99元人民币。 ...

智通财经APP讯，VITASOY INT'L(00345)发布公告，于2025年9月1日斥资456.85万港元回购50万股。 ...

Core Viewpoint - Ctrip Group-S (09961) reported better-than-expected Q2 performance, with hotel business growth surpassing expectations and market share continuing to rise [1] Group 1: Company Performance - Ctrip's hotel business growth exceeded expectations, indicating strong operational performance [1] - The company is in a favorable position within the competitive landscape of the domestic market [1] Group 2: Market Strategy - The trend of improving marketing investment efficiency is expected to continue [1] - The impact of overseas market investments on overall company profits is manageable [1] Group 3: Valuation and Target Price - The valuation for Ctrip has been extended to 2026, with a target price increase from HKD 591 to HKD 653 based on a 20x P/E ratio for 2026 [1] - The recommendation for Ctrip remains "Buy" [1]

招银国际发布研报称，三一国际(00631)次季净利润同比增长28%至6.63亿元人民币，符较早前公布的盈 利预告。该行对其2025至27年盈利预测上调2%至5%，主要因预期具韧性的物流装备业务，及新兴业务 与油气装备贡献度提升，将足以抵销煤矿装备业务的疲软。另外，公司成本控制表现理想，该行亦下调 销售及行政开支比率预测;重申"买入"评级，目标价由8.7港元上调至8.9港元。 ...

智通财经APP获悉，交银国际发布研报称，上调中国财险(02328)承保利润和投资收益预测，上调盈利预 测，预计公司2025年盈利按年增长28%，2025至2027年ROE有望保持在14%以上。基于1.7倍2025年市净 率，将目标价从17港元上调至24港元，维持"买入"评级。 该行指出，中国财险盈利增长强劲。上半年实现净利润按年增长32.3%，承保利润和投资收益均增长强 劲。未年化ROE达到9%，按年上升1.3个百分点。公司拟中期分红每股0.24元人民币，按年增长15.4%。 上半年公司承保和投资均表现优异，ROE按年提升。该行预计，随着非车险报行合一的推行，将推动非 车险COR的改善，公司作为龙头财险公司竞争优势进一步凸显。 ...

格隆汇9月1日丨VITASOY INT'L(00345.HK)发布公告，2025年9月1日耗资456.85万港元回购50万股，回 购价格每股9.08-9.15港元。 ...

智通财经APP讯，百德国际(02668)发布公告，自2025年9月1日起：幸曙光先生已由执行董事调任为非执 行董事，不再担任公司的授权代表、策略委员会及投资及融资委员会各自的成员; 吕正军先生已获委任 为授权代表、策略委员会及投资及融资委员会各自的成员。 （原标题：百德国际(02668)：幸曙光调任为非执行董事） ...

Core Viewpoint - The joint meeting held by six government departments marks a significant shift in the photovoltaic industry from "scale expansion" to "high-quality development," addressing issues such as overcapacity, quality inconsistency, and price wars, with a focus on creating a stable and sustainable environment for downstream power generation enterprises [1][2]. Group 1: Policy Signals and Industry Impact - The meeting emphasized four core policy directions: strengthening industry regulation, curbing low-price competition, maintaining quality standards, and promoting industry self-discipline [2]. - The "anti-involution" approach aims to stabilize upstream prices, which will reduce investment cost uncertainties for downstream power plants, allowing for more precise investment planning [2][3]. - A stable upstream sector is crucial for the long-term operation of downstream power plants, as losses in upstream companies could lead to reduced capacity and R&D investments, risking supply chain disruptions [3]. Group 2: Financial Performance and Market Position - In the first half of 2025, the company achieved revenue of approximately 2.399 billion yuan, with its photovoltaic business contributing 1.299 billion yuan, accounting for 54.1% of total revenue [5]. - The company demonstrated strong profitability with a net profit of 393 million yuan, a year-on-year increase of 6.5%, and a basic earnings per share of 0.1277 yuan, up 4% from the previous year [6]. - The company maintains a healthy financial position with a debt-to-asset ratio of 60.17% and a current ratio of 1.94, providing a solid foundation for future business expansion [6]. Group 3: Growth Opportunities in Renewable Energy - The renewable energy sector is experiencing rapid expansion, with an expected addition of over 500 million kilowatts of wind and solar capacity in 2025, positioning renewable energy as the main contributor to new installations in China [7]. - The company's project pipeline includes 4.9 GW of capacity in construction and planning, with 13 projects exceeding 100 MW, aligning with the growing demand for renewable energy [7]. Group 4: Strategic Initiatives in Emerging Fields - The company is actively pursuing opportunities in energy-transport integration and computing power collaboration, which are essential for addressing the challenges of renewable energy consumption and carbon emissions in the transportation sector [8][9]. - The integration of energy and transportation is projected to be a multi-hundred billion market, with the company leveraging its unique resources from its parent company to support these initiatives [9][12]. - In the computing power collaboration space, the company is positioned to meet the increasing energy demands of data centers while promoting renewable energy utilization, supported by strategic partnerships and project developments [11][12]. Conclusion - The company has established a unique competitive advantage through its understanding of policy trends and proactive engagement in the photovoltaic sector and energy integration initiatives, positioning itself as a potential leader in the renewable energy landscape [13].

香港联交所最新资料显示，8月26日，贝莱德增持长和(00001)241.1万股，每股作价51.365港元，总金额 约为1.24亿港元。增持后最新持股数目约为1.93亿股，最新持股比例为5.05%。 ...