智通财经APP讯，富智康集团(02038)发布公告，于2025年9月4日斥资45.6万港元回购3万股。 ...

2025年1月–8月，集团实现累计合约销售金额为人民币35.06亿元，同比减少42.24%;累计销售面积为 26.21万平方米;平均销售价格为每平方米人民币13377元。 智通财经APP讯，弘阳地产(01996)发布公告，2025年8月份的合约销售金额为人民币2.99亿元，同比减 少48.54%;销售面积为2.32万平方米;平均销售价格为每平方米人民币12853元。 ...

格隆汇9月4日丨谢瑞麟(00417.HK)发布公告，证监会最近曾就该公司的股权分布进行查讯。查讯结果显 示该公司于2025年8月21日，有十九名股东合共持有48,34.04万股该公司股份，相当于该公司的已发行股 本的19.40%。有关股权连同谢达峰先生及该公司执行董事兼主席兼行政总裁邱安仪女士持有的约1.81亿 股(占已发行股本72.57%)，相当于该公司发行股本的91.97%。因此，该公司只有2001.41万股(占已发行 股本8.03%)由其他股东持有。 ...

智通财经APP获悉，香港证监会最近曾就谢瑞麟(00417)的股权分布进行查讯。查讯结果显示，该公司于 2025年8月21日，有19名股东合共持有48,340,373股公司股份，相当于公司已发行股本的19.40%。有关 股权连同谢达峰先生及公司执行董事兼主席兼行政总裁邱安仪女士持有的180,827,547股(占已发行股本 72.57%)，相当于公司发行股本的91.97%。因此，该公司只有20,014,113股(占已发行股本8.03%)由其他 股东持有。 | | | 佔已發行股份 | | --- | --- | --- | | | 所持股份數目 | 總額自分比 | | | (股數) | (%) | | 謝達峰先生及邱安儀女士(附註1) | 180,827,547 | 72.57 | | 十九名股東 | 48.340.373 | 19.40 | | 其他股東 | 20,014,113 | 8.03 | | 合計 | 249,182,030 | 100.00 | 在2025年8月19日至2025年8月21日期间，谢瑞麟的收市价由2025年8月18日收报0.64港元上升235.94%至 2025年8月21日的2.15港 ...

自2025年1月至8月期间的累计合约销售总额约人民币75.88亿元,同比减少38.97%，而累计销售总面积约 59.08万平方米。 智通财经APP讯，金地商置(00535)发布公告，本集团于2025年8月的合约销售总额约人民币6.08亿元,同 比减少52.87%，而期内合约销售总面积约4.81万平方米。期内的销售均价为每平方米约人民币12,600 元。 ...

Core Insights - The company, Hu Shang A Yi, aims to expand its store count to 10,000 but currently has 9,436 stores, falling short of its target [1][5] - In the first half of the year, Hu Shang A Yi reported revenue of 1.818 billion yuan, a year-on-year increase of 9.7%, and a net profit of 203 million yuan, up 20.9% [1] - The new tea beverage industry is highly competitive, with Hu Shang A Yi lagging behind competitors like Gu Ming and Mi Xue Group in terms of store expansion [1][5] Store Expansion and Financial Performance - Hu Shang A Yi added only 260 new stores in the first half of the year, with 905 new openings and 645 closures, indicating a slowdown in expansion [5][19] - In comparison, Gu Ming added 1,265 stores, reaching a total of 11,179, while Mi Xue Group opened 6,535 stores, totaling 53,014 [1][5] - The company has reduced franchise fees and offered subsidies to attract new franchisees, but this has not resulted in the expected growth [6][19] Franchisee Relations and Challenges - Franchisees have reported increasing tensions with the company, citing forced inventory purchases and aggressive promotional strategies that reduce their actual revenue [2][12] - Many franchisees claim that their actual revenue is only 60-65% of their sales, leading to dissatisfaction and some considering leaving the brand [12][13] - The company has been criticized for high material costs and a lack of responsiveness to franchisee feedback, which has contributed to store closures [15][20] Market Context and Competitive Landscape - The tea beverage market is experiencing significant competition, with a total of 429,000 tea beverage stores in China, and a decline in the number of stores over the past year [15] - Hu Shang A Yi's financial metrics, including a net profit margin of only 10% and a significant drop in cash reserves, indicate challenges in maintaining competitiveness [16][19] - The company has tightened its franchise policies and reduced subsidies, reflecting a strong pressure to improve performance in a competitive market [16][19]

在2025年8月19日至2025年8月21日期间，该公司股份的收市价由2025年8月18日收报0.64港元上升 235.94%至2025年8月21日的2.15港元。 智通财经APP讯，谢瑞麟(00417)发布公告，证监会最近曾就该公司的股权分布进行查讯。查讯结果显示 该公司于2025年8月21日，有十九名股东合共持有4834.04万股该公司股份，相当于该公司的已发行股本 的19.40%。有关股权连同谢达峰先生及该公司执行董事兼主席兼行政总裁邱安仪女士持有的1.808亿股 (占已发行股本72.57%)，相当于该公司发行股本的91.97%。因此，该公司只有2001.41万股(占已发行股 本8.03%)由其他股东持有。 于2025年9月3日，该公司股价收报1.51港元，较2025年8月18日收市价0.64港元高135.94%。 ...

每经编辑｜程鹏 近日，"最快女护士"张水华因在夺得马拉松比赛冠军后哭诉"望领导支持调休跑马拉松"，持续引发关注。 9月3日，据智通财经，基于双方发展路径的调整，361度与张水华的合作已暂告一段落。知情人士向智通财经表示，361度在运动员合作中始终秉持长期发 展理念，此次调整系双方经过友好协商后的共同决定，不影响品牌与其他运动员的既有合作。 公开资料显示，张水华为福建医科大学附属第一医院护士，在近期的哈尔滨马拉松比赛中获国内女子组冠军。赛后，张水华情绪激动，哭着说作为护士工 作忙碌，参加马拉松比赛请假不易、调休困难，希望领导支持她周末调休。此番言论引发争议，不少网友涌向361度直播间，有网友表示让品牌方马上和 张水华解约，还有网友则称"换代言人马上买"。 9月3日，据南都N视频，在361度官方旗舰店的直播间，正在带货的主播身前放着一张纸，其中写道："361°与'最快女护士'马拉松跑者已解约。" 直播间有 网友提问："没有官方发布吗？"该主播回应称："我们是官方旗舰店的直播间，大家往我脸上看，这三个字的意思很明显了。" 直播间显示着"已解约，提倡运动，更热爱生活"彩色字样。 此前，张水华的个人短视频账号主页上标注 ...

Core Viewpoint - GCL-Poly Energy (03800.HK) reported a significant increase in EBITDA by 325.8% year-on-year, despite a revenue drop, indicating resilience in its core product, granular silicon, amidst industry challenges [1][2]. Financial Performance - In the first half of 2025, GCL-Poly achieved revenue of 5.735 billion yuan, with a gross loss of 700 million yuan, while EBITDA was approximately 380 million yuan [1]. - The company's external customer revenue from photovoltaic materials reached 5.665 billion yuan, accounting for 98.8% of total revenue, despite a year-on-year decline of 35.4% [2]. Product and Market Dynamics - GCL-Poly's granular silicon cash cost decreased to 25.31 yuan/kg, with a market share increase from 14.58% in 2024 to 24.32% in the first half of 2025 [1][5]. - The average selling price of granular silicon was approximately 30.17 yuan/kg, reflecting a competitive edge over traditional N-type dense materials [1][4]. Industry Context - The photovoltaic industry is experiencing structural imbalances, with a low operating rate of 34% for polysilicon production, while GCL-Poly effectively managed inventory to less than 10,000 tons, resulting in a turnover period of less than 7 days [1][9]. - The overall polysilicon market is facing a "L-shaped bottom" trend, with many months below cash flow costs until recent regulatory actions prompted a price recovery [7][12]. Cost and Quality Management - GCL-Poly's granular silicon production maintained a leading edge in metal impurity control, with 95% of products meeting stringent impurity standards [6]. - The company has implemented cost control measures, resulting in a 21.9% decrease in distribution and sales expenses and an 8.5% reduction in administrative expenses [9]. Future Outlook - GCL-Poly is positioned to benefit from ongoing industry reforms aimed at curbing disorderly competition and enhancing product quality, with expectations of returning to profitability by late August to September [4][12]. - The company is also advancing in the carbon footprint management area, with a significantly lower carbon footprint for its granular silicon compared to traditional methods, potentially contributing to substantial carbon reduction value [14][16]. Technological Advancements - GCL-Poly is entering the commercialization phase for perovskite solar cells, with a goal to achieve a production efficiency of 26% by 2026 and a shipment volume exceeding 100 MW [16].

光正教育(06068)发布公告，所有未偿还的该等贷款(即中优贷款、珺焯贷款I、珺焯贷款II、都正贷款及 金茉莉贷款)已悉数偿还。 于2024年报所披露截至2024年12月31日止年度的所有应收贷款金额人民币1.26亿元已于2025年8月前悉 数偿还，于本公告日期概无有关贷款仍未偿还。 ...