【#蔚来回应ES8工作车事故#】据悉，有博主发布微博透露了全新蔚来ES8的全网首次事故，他表示： 从现场来看，发生碰撞之后车体完整，前备舱和车门能正常打开，安全气囊全部弹开，从前面的防撞梁 变形程度来看，撞击的速度应该不低，车身承受住了撞击能量，有效的保证了乘员的安全，全新ES8的 安全性在线！事故原因不明，据了解当时车辆没有开启NOP辅助驾驶功能。 随后，上海蔚来汽车有限公司品牌与传播助理副总裁马麟转发了该消息，并回应称：工作车发生了一起 意外事故，非辅助驾驶，车上有驾驶员一人和乘客一人，目前看上去没有受伤，当然也会进一步检查。 我们会针对事故开展下一步工作。感谢大家关心，也提醒大家注意交通安全。（快科技） ...

Core Viewpoint - Microsoft announced that its Azure cloud platform users may experience slower response times due to multiple undersea cable breaks in the Red Sea, affecting data transmission through the Middle East, while services outside the region remain unaffected [1] Group 1: Impact on Azure Services - The company indicated that there will be increased latency for certain network traffic previously routed through the Middle East [1] - Microsoft is implementing data rerouting measures to mitigate the impact, although some users may still face connection delays [1] Group 2: Importance of the Red Sea - The Red Sea is a critical communication channel connecting Europe, Africa, and Asia via Egypt [1] - Ongoing attacks by Houthi forces in Yemen pose significant challenges to repairing the undersea cables in the region [1]

Core Viewpoint - Citic Securities maintains a target price of HKD 177 for Kangfang Biopharma (09926) and a "outperform" rating, following the positive trends observed in the global Phase III Harmoni study data for ivonescimab in treating second-line EGFR+ non-small cell lung cancer (NSCLC) [1] Group 1 - The Harmoni study showed an improvement in overall survival (OS) risk trend from 0.79 to 0.78, with risk ratios reported at 0.7 for North America and 0.76 for Asia, indicating strong performance [1] - The next anticipated catalyst is the presentation of results from the Harmoni-6 head-to-head Phase III trial against tislelizumab at the 2025 European Society for Medical Oncology (ESMO) [1]

远大医药(00512)盘中涨超4%，截至发稿，涨4.45%，报9.38港元，成交额7296.02万港元。 中金指出，25H1远大医药收入61.07亿港币，同比+1.0%，剔除汇率影响同比+2.0%；归母净利润11.69亿 港币，超该行预期，主要由于收入超预期。公司核药抗肿瘤板块收入4.22亿港币，剔除汇率影响同比 +105.5%，主要由于国内易甘泰快速放量。此外，报告期内易甘泰获FDA批准用于原发性肝细胞癌，成 为全球首个获批原发性肝细胞癌和结直肠癌肝转移的内放射治疗产品。RDC方面公司临床推进顺利， TLX-591CDx完成三期临床入组，TLX591、ITM-11等产品加入国际多中心III期临床试验，自研创新核 药GPN02006亮相国际会议。 消息面上，近日，浦江泌尿肿瘤学术大会暨上海市抗癌协会泌尿肿瘤专委会年会在上海举行，国内外泌 尿肿瘤领域顶尖专家齐聚一堂，远大医药在会上重磅发布"尿路上皮癌早筛早诊项目"，并带来专题报告 《尿路上皮癌精准诊疗与泌尿肿瘤核药研发进展》，集中展示公司在早筛早诊、精准诊疗与核药创新的 系统布局与科研实力。近年来，远大医药持续践行科技创新，已构筑雄厚的创新研发实力及兼具广度与 ...

Core Viewpoint - Morgan Stanley initiated coverage on Aneng Logistics (ANE, 9956.HK) with an "Overweight" rating and a target price of HKD 11.7, indicating a potential upside of 21.75% from the current price of HKD 9.61 as of September 5 [1]. Company Summary - Aneng Logistics demonstrated robust growth in the first half of 2025, with total LTL freight volume reaching 6.82 million tons, a year-on-year increase of 6.2%. Revenue was CNY 5.625 billion, up 6.4%, and adjusted net profit was CNY 476 million, reflecting a 10.7% increase, with a stable gross margin of 15.6% [3]. - The company is positioned as a leader in the Chinese LTL market, with a projected freight volume of 14.15 million tons in 2024, representing an 18% year-on-year growth. By mid-2025, it aims to cover 99.6% of towns nationwide, significantly outperforming peers [4]. - Aneng Logistics focuses on optimizing its product structure, emphasizing high-margin small and light goods, which have shown significant growth in volume. The number of mini small tickets increased by 23.9%, and small LTL ticket volume grew by 14.0%, leading to a total ticket count increase of 25.2% to 90.572 million [4]. - The company's return on equity (ROE) is projected to reach 30% in 2024, well above the industry average of 10%, driven by an asset turnover rate exceeding 200% and a net profit margin of 7.2% [5]. Industry Summary - The LTL market in China is expected to reach CNY 1.7 trillion by 2024, characterized by a highly fragmented landscape with 200,000 to 300,000 small and local freight companies capturing 90% of the revenue. The express segment, which has higher margins, currently accounts for only 10% [3]. - The express market is anticipated to grow at a compound annual growth rate (CAGR) of 8% from 2024 to 2027, with Aneng Logistics' market share projected to increase from 9% to 11% during this period. Industry forecasts suggest that this share could reach 35% by 2030 [3].

智通财经APP获悉，远大医药(00512)盘中涨超4%，截至发稿，涨4.45%，报9.38港元，成交额7296.02万 港元。 消息面上，近日，浦江泌尿肿瘤学术大会暨上海市抗癌协会泌尿肿瘤专委会年会在上海举行，国内外泌 尿肿瘤领域顶尖专家齐聚一堂，远大医药在会上重磅发布"尿路上皮癌早筛早诊项目"，并带来专题报告 《尿路上皮癌精准诊疗与泌尿肿瘤核药研发进展》，集中展示公司在早筛早诊、精准诊疗与核药创新的 系统布局与科研实力。近年来，远大医药持续践行科技创新，已构筑雄厚的创新研发实力及兼具广度与 深度的创新布局，并已进入创新业务兑现期，公司"Go Global"创新战略发展势头正盛。 中金指出，25H1远大医药收入61.07亿港币，同比+1.0%，剔除汇率影响同比+2.0%；归母净利润11.69亿 港币，超该行预期，主要由于收入超预期。公司核药抗肿瘤板块收入4.22亿港币，剔除汇率影响同比 +105.5%，主要由于国内易甘泰快速放量。此外，报告期内易甘泰获FDA批准用于原发性肝细胞癌，成 为全球首个获批原发性肝细胞癌和结直肠癌肝转移的内放射治疗产品。RDC方面公司临床推进顺利， TLX-591CDx完成三期临床入 ...

2025年上半年，哈尔滨银行（06138）立足金融本源，将满足实体经济需求作为高质量发展的出发点和 落脚点。围绕黑龙江省"三基地、一屏障、一高地""4567"现代产业体系和金融"五篇大文章"，依托集团 经营机构分布优势，为实体经济发展提供金融支持。集团深耕科技、绿色等重点金融领域，加大制造业 中长期贷款、能源全产业链信贷投放，支持现代农业与县域经济，深化政府及国企项目合作，响应房地 产融资机制，强化同业合作与民企小微支持。截至2025年6月30日，集团的公司类贷款总额为2332.248 亿元，较上年末增长278.198亿元，占全部贷款总额的58.7%。其以实际行动践行金融企业社会责任，不 仅为实体经济注入活力，也为自身业务拓展、优化资产结构创造条件，有望持续受益于实体经济发展红 利。 ...

2025年上半年，哈尔滨银行(06138)立足金融本源，将满足实体经济需求作为高质量发展的出发点和落 脚点。围绕黑龙江省"三基地、一屏障、一高地""4567"现代产业体系和金融"五篇大文章"，依托集团经 营机构分布优势，为实体经济发展提供金融支持。集团深耕科技、绿色等重点金融领域，加大制造业中 长期贷款、能源全产业链信贷投放，支持现代农业与县域经济，深化政府及国企项目合作，响应房地产 融资机制，强化同业合作与民企小微支持。截至2025年6月30日，集团的公司类贷款总额为2332.248亿 元，较上年末增长278.198亿元，占全部贷款总额的58.7%。其以实际行动践行金融企业社会责任，不仅 为实体经济注入活力，也为自身业务拓展、优化资产结构创造条件，有望持续受益于实体经济发展红 利。 ...

Core Viewpoint - The report from Xingzheng International predicts that Beike-W (02423) will achieve adjusted net profits of 6.2 billion, 7.4 billion, and 8.6 billion yuan for the years 2025, 2026, and 2027 respectively, highlighting the company's strong alpha attributes and potential beta elasticity from the real estate sector's stabilization, with a buy rating given [1] Group 1 - In Q2 2025, the company's performance met expectations, with total GTV increasing by 4.7% year-on-year to 878.7 billion yuan, driven by a 2.2% increase in second-hand housing GTV to 583.5 billion yuan and an 8.5% increase in new housing GTV to 255.4 billion yuan [2] - The company's revenue grew by 11.3% year-on-year to 26 billion yuan in Q2 2025, with adjusted net profit reaching 1.82 billion yuan, aligning with expectations [2] Group 2 - The Non-GAAP operating expense ratio for Q2 2025 was 16.2%, down 0.3 percentage points year-on-year and 0.1 percentage points quarter-on-quarter, indicating improved management and technology application [3] - The Non-GAAP sales expense ratio also decreased by 0.7 percentage points year-on-year and 0.2 percentage points quarter-on-quarter, suggesting ongoing efficiency improvements [3] Group 3 - The new housing take rate in Q2 2025 remained high at 3.37%, unchanged year-on-year, with the impact of new housing regulations being limited due to their low market share in most cities [4] Group 4 - In the first half of 2025, the company repurchased shares worth 394 million USD, accounting for approximately 1.7% of the total shares outstanding at the end of 2024, and announced an increase in the existing repurchase plan from 3 billion USD to 5 billion USD, extending the plan until August 31, 2028 [5]

Group 1 - The core viewpoint of the report is that Beike-W (02423) is expected to achieve adjusted net profits of 6.2 billion, 7.4 billion, and 8.6 billion yuan for the years 2025, 2026, and 2027 respectively, benefiting from the stabilization of the real estate industry and maintaining a strong alpha attribute as an industry leader, with a buy rating given [1] - In Q2 2025, the company's total GTV grew by 4.7% year-on-year to 878.7 billion yuan, with second-hand housing GTV increasing by 2.2% to 583.5 billion yuan and new housing GTV rising by 8.5% to 255.4 billion yuan, confirming the company's alpha capability [2] - The company's Non-GAAP operating expense ratio in Q2 2025 was 16.2%, down 0.3 percentage points year-on-year and 0.1 percentage points quarter-on-quarter, indicating effective management and technology application [3] Group 2 - The new housing take rate in Q2 2025 was 3.37%, remaining stable year-on-year and indicating a high level, with the impact of new housing regulations being limited as the proportion of new products in most cities is low [4] - In the first half of 2025, the company repurchased shares worth 394 million USD, accounting for approximately 1.7% of the total shares issued at the end of 2024, and announced an increase in the existing repurchase plan from 3 billion USD to 5 billion USD, extending the plan until August 31, 2028 [5]