截至2025年4月30日 10:37，恒生消费指数成分股周大福(01929)上涨4.39%，创科实业(00669)上涨 1.82%，锅圈(02517)上涨1.57%。恒生消费ETF(513970)上涨0.33%。拉长时间看，截至盘中，恒生消费 ETF近17个交易日累计上涨超10%。 流动性方面，恒生消费ETF盘中换手2.06%，成交3629.80万元。拉长时间看，截至4月29日，恒生消费 ETF近1周日均成交1.54亿元，居可比基金第一。 规模方面，恒生消费ETF最新规模达17.44亿元，创历史新高。份额方面，恒生消费ETF近1周份额增长 2500万份，实现显著增长。资金流入方面，拉长时间看，恒生消费ETF近5个交易日内有3日资金净流 入，合计"吸金"3264.20万元。 消息面方面，近日，随着旗下LABUBU3.0系列的发售，泡泡玛特在全球持续引起抢购热潮。4月25日， 泡泡玛特官方应用登顶美国APP Store购物榜，这也是该官方应用在购物榜的首次登顶。 泡泡玛特近期公布的财报数据显示其业绩持续向好。2024年全年实现营收130.4亿元，同比增长 106.9%；经调整净利润34.0亿元，同比增长185.9 ...

全球美业深度交融、职业教育国际化浪潮澎湃的当下，积极响应国家深化产教融合、推进职业教育国际 化的战略部署，成为美业教育发展的关键路径。2025年4月24日，中国东方教育集团（00667.HK）旗下 的欧曼谛时尚美业教育，与日本山野美容艺术短期大学、日本山野美容专门学校携手达成战略合作。 此次签约仪式上，中国东方教育集团总裁许绍兵与日本山野美容艺术短期大学、日本山野美容专门学校 理事长山野爱子jane代表双方签署战略合作备忘录，为双方深度合作拉开序幕，也意味着中国东方教育 时尚美业教育国际化交流在技术创新、标准互通与人才培养领域的交流协作迈入新阶段。 中国商业联合会副会长张丽君、AHA亚洲发型师美容师协会会长及创始人赵劲松、世界技能大赛美发 项目中国国家队专家组组长吉正龙、中国东方教育集团欧曼谛时尚美业教育总经理王振、NOOS沙龙 CEO李源好等众多行业关键人物齐聚现场，共同见证这一意义非凡的时刻，凸显出行业对此次合作推动 美业教育变革的高度期许。 山野美容艺术短期大学隶属于日本山野集团，1991年经日本文部省批准成立，其前身可追溯至1934年 的"山野美容讲习所"。作为日本唯一的美容艺术大学，学校拥有90多年 ...

2025年4月23日，中国东方教育集团（00667.HK）与日本好莱坞大学院大学战略合作签约仪式在日本好 莱坞大学院大学成功举行。中国东方教育集团总裁许绍兵与日本好莱坞大学院大学理事长山中祥弘代表 双方郑重签署战略合作意向书。 强强联合，共筑国际化职教生态新典范 日本好莱坞大学院大学坐落于时尚之都东京的六本木核心地带，这里弥漫着浓厚的艺术与创新气息。作 为综合创美商务教育的开拓者，学校承载着百年的教育传承与积淀，其美容学科更是以卓越的创新成果 和前瞻的教育理念，被业界尊称为"亚洲创新标杆"。 中国东方教育集团此番携手日本好莱坞大学院大学，双方将围绕国际教育晋升、游学与学术交流、数字 化教育创新、行业赋能等核心领域，展开全方位、立体化深度合作，这与国家推动职业教育数字化转 型、加强国际交流合作的政策要求高度契合。 在此基础上，双方将进一步深化合作细节，积极探索共建"时尚美业产业学院"。通过深化产教融合，紧 密对接区域经济与全球产业发展需求，将教育教学与产业实践深度融合，培养更多适应市场需求的高素 质美业人才，为区域经济发展和全球美业产业升级注入强劲动力，助力国家职业教育服务经济社会发展 目标的实现，推动全球美业 ...

Core Viewpoint - The article emphasizes the importance of domestic barley production in China's beer industry, highlighting the "National Barley Revitalization" strategy initiated by China Resources Beer to reduce reliance on imported barley and enhance local agricultural practices [1][3][5]. Group 1: Industry Overview - China is the largest beer market globally, with nearly 90% of its barley imported. In 2022, China imported 14.24 million tons of barley, a year-on-year increase of 25.8% [3][5]. - The "National Barley Revitalization" strategy aims to transform the barley supply chain from breeding to standardized planting, ensuring quality and cost control [3][4]. Group 2: Company Initiatives - China Resources Beer has established a standardized barley planting pilot base in Inner Mongolia, covering 3,000 acres in 2023, with plans to expand to 12,000 acres in 2024 [3][4]. - The company has developed a collaborative model involving enterprises, research institutions, and farmers, enhancing integration across the barley production chain [4]. Group 3: Future Prospects - Despite the decrease in imported barley prices, China Resources Beer plans to continue purchasing around 100,000 tons of domestic barley for beer production, indicating a commitment to the "National Barley Revitalization" strategy [5][6]. - The company aims to cultivate high-yield and high-quality barley varieties, with the "Yangnong Beer 14" variety achieving a record yield of 767.5 kg per acre in Jiangsu Province [6].

智通财经4月30日电，记者获悉，融创服务全资附属公司融远投资近日与广西老彰家物业服务有限公司 等正式签署协议，融创服务以8.27亿元的价格向后者转让其所持广西彰泰融创智慧服务集团80%股权。 此次交易完成后，融创服务将全面退出彰泰服务集团，这标志着双方自2021年以来的战略合作正式终 止。（智通财经记者 李洁） 融创服务出售彰泰物业80%股权 交易代价约8.3亿元 ...

2024年的中国游戏行业，如同一场冰与火的较量。据伽马数据（CNG）显示，2024年全球游戏市场规 模为1.22万亿元人民币，同比仅增长3.3%，较2023年的5.1%进一步下滑。 如今，市场"强者恒强"与"创新颠覆"的现象并存，头部厂商靠IP和技术构筑壁垒，中小团队以AI和差异 化内容突围，全球化也成为游戏企业的必选项而非可选项，那些能快速适配监管、用技术杠杆放大内容 价值的企业，将成为新一轮周期的赢家。 当行业步入红海竞争深水区，中旭未来（09890）却上演了一场漂亮的逆袭——全年境外收入暴增 44.9%、毛利率提升至72.1%、现金储备逆势突破至5.15亿元，勾勒出一幅"守正出新"的战略图景。 2024年，"不出海，就出局"，这句游戏行业的生存法则，在中旭未来的财报中得到了极致演绎。 在公司财报第三页上，一组数字格外醒目：2024年境外收入达6.23亿元，远高于2023年的4.30亿元，同 比激增44.9%，占总营收比重由6.6%跃升至11.2%。这背后，来自越南、中国台湾等市场的爆炸性增 长。 据智通财经APP了解到，多年以来，中旭未来持续落地"全球发行+本地文化适配"双引擎，截至2024年 底，公司 ...

彼时，对于此次重大事项，深康佳A称，本次整合或将导致公司控股股东发生变更，但不会导致实际控 制人发生变更，仍为国务院国资委。 事实上，2025年以来，国资央企在资产整合方面动作频频。例如今年1月，盐湖股份（000792.SZ）控股 股东股份协议转让过户完成，中国盐湖集团成为盐湖股份的控股股东，中国五矿集团成为公司实控人。 公开资料显示，深康佳A公司全称为康佳集团股份有限公司，成立于1980年，昔日有"中国彩电大王"之 称，前身是"广东光明华侨电子工业公司"，1992年于深交所成功上市（深康佳A、B），现有注册资本 24.8亿元。公司主营业务是多媒体业务和白电业务等产品的生产及销售，主要产品是彩电业务、白电业 务、半导体及存储芯片业务、PCB业务、其他业务。 4月29日晚间，深康佳Ａ（000016.SZ）公告称，华侨城集团及其一致行动人与磐石润创及合贸公司签署 了《关于康佳集团股份有限公司的股份无偿划转协议》。划转后，华侨城集团及其一致行动人将不再持 有公司股份，磐石润创及合贸公司将合计持有29.999997%公司股份。 深康佳Ａ控股股东将由华侨城集团变更为磐石润创，实际控制人变更为中国华润，最终实际控制人仍为 ...

Core Viewpoint - The new mobile game "Dragon Tribe Fantasy: Brave Gathering" by Zulong Entertainment has shown impressive performance in the competitive global mobile gaming market, quickly topping the free and sales charts in the Hong Kong, Macau, and Taiwan regions, demonstrating strong market competitiveness [1][3]. Group 1: Game Performance and Market Impact - "Dragon Tribe Fantasy: Brave Gathering" has achieved top rankings in both free and sales charts, reflecting the enduring influence of the "Dragon Tribe" IP and Zulong Entertainment's precise understanding of player needs [3][10]. - The game is based on the "Dragon Tribe" series of novels and animations, featuring popular characters and a value card system, which resonates with fans [3][6]. Group 2: Innovative Features and User Experience - The game introduces a "one-click" lightweight experience, simplifying operations with features like "one-click battle" and "one-click daily tasks," significantly reducing the complexity of gameplay [6][8]. - Generous player incentives, such as "400 draws on the first day" and "high drop rates," lower the entry barrier for players, addressing common concerns about the grind in card games [6][8]. Group 3: Technological Advancements and Quality - Zulong Entertainment showcases its industry-leading R&D capabilities with high-quality visual effects and character designs using Unreal Engine 4, enhancing the immersive experience for players [8][10]. - The game features a theme song composed by renowned Japanese composer Hiroyuki Sawano, aligning with current player demands for high-quality experiences [8]. Group 4: Market Trends and Strategic Positioning - The global card game market is experiencing growth, with card games accounting for 22.9% of the top 100 new games in 2024, making it the third most popular category [8]. - Zulong Entertainment's "research and operation integration" model has established a significant advantage in the card game sector, as evidenced by the success of "Dragon Tribe: Cassel Gate," which generated over 100 million in revenue in its first month [8][10]. Group 5: Global Strategy and Future Outlook - The success of "Dragon Tribe Fantasy: Brave Gathering" in the Hong Kong, Macau, and Taiwan markets validates Zulong Entertainment's strategy of premium product development and global operations [10]. - The game is expected to continue its success in the domestic market and initiate sustained growth in global markets through IP development, cultural integration, and technological innovation [10].

Core Viewpoint - China Pacific Insurance (02328) has improved its earnings forecasts for 2025 and 2026, raising EPS estimates by 9.1% and 9.5% to 1.56 CNY and 1.61 CNY per share respectively, while maintaining an outperform rating and increasing the target price by 5% to 15.5 HKD [1] Group 1: Premium Income Growth - In Q1 2025, China Pacific Insurance reported a steady growth in premium income, with overall, auto, and non-auto insurance premiums increasing by 3.7%, 3.5%, and 3.8% year-on-year respectively [2] - The insurance service revenue for Q1 2025 reached 120.7 billion CNY, up 6.1% year-on-year, with auto insurance contributing 74.3 billion CNY (up 2.8%) and non-auto insurance contributing 46.4 billion CNY (up 11.7%) [2] Group 2: Underwriting Profit Improvement - The comprehensive cost ratio (CoR) for Q1 2025 improved significantly by 3.4 percentage points to 94.5%, with underwriting profit increasing by 183% to 6.7 billion CNY [3] - The improvement is attributed to cost reduction and efficiency measures, enhanced auto insurance operations, improved market competition, and a low base from the previous year due to significant disaster impacts [3] Group 3: Investment Performance - In Q1 2025, total investment income reached 7.5 billion CNY, an increase of 2.7 billion CNY year-on-year, with an annualized total investment return of 1.2%, up 0.4 percentage points year-on-year, showing strong performance relative to peers [4] Group 4: Profitability Trend - The net profit for Q1 2025 was 11.3 billion CNY, reflecting a year-on-year increase of 92.7%, aligning with prior profit forecasts [5] - The financial report indicates a strengthening trend in profitability, reaffirming the company as a long-term stable investment choice [5]

4月29日港股公司回购一览 | 代码 | 简称 | 回购股数 | 回购金额 | 回购最高价 | 回购最低价 | 年内累计回购金额 | | --- | --- | --- | --- | --- | --- | --- | | | | （万股） | （万港元） | （港元） | （港元） | （万港元） | | 01299 | 友邦保险 | 625.92 | 34256.50 | 55.350 | 54.250 | 745275.88 | | 01378 | 中国宏桥 | 693.70 | 9623.15 | 13.900 | 13.760 | 196934.90 | | 00019 | 太古股份公 司A | 21.00 | 1390.23 | 66.750 | 65.700 | 148209.16 | | 01972 | 太古地产 | 60.00 | 1010.71 | 17.000 | 16.720 | 65322.39 | | 01519 | 极兔速递-W | 154.00 | 924.85 | 6.030 | 5.980 | 15978.15 | | 00975 | MONGOL MINING | 12 ...