近日，中信保诚基金发布公告称，量化投资总监提云涛因个人原因卸任旗下全部基金产品。至此，这位拥有逾20年量化投资经验的行业元老正式退出公募管 理一线。Wind数据显示，提云涛在卸任前共管理8只基金（A/C份额合并计算），总规模不足25亿元。此次"清仓式离任"引发市场对中信保诚基金权益投资 能力及产品线结构调整的关注。 "清仓式"卸任后，提云涛下一步有何职业规划？南都·湾财社记者联系中信保诚基金求证，截至发稿未获得回应。不过有接近中信保诚基金的相关知情人士 告诉记者，提云涛目前已从中信保诚基金离职。 量化老将"清仓式"卸任，多只基金管理权移交新人 4月12日，中信保诚基金连发四则公告，宣布量化投资总监提云涛正式卸任旗下四只基金的基金经理职务，包括中信保诚量化阿尔法股票、中信保诚至选混 合、中信保诚瑞丰6个月持有期混合、中信保诚新旺混合（LOF）。这是继3月4日卸任中信保诚红利精选混合、中信保诚至瑞混合后，提云涛在两个月内完 成的"清仓式"离任。 值得注意的是，此次人事变动并非突发。自2025年2月起，中信保诚基金已启动"共管过渡+解聘通知"的渐进式交接：2月20日为中信保诚量化阿尔法股票增 聘姜鹏；2月24日为中 ...

新华财经北京4月15日电 4月15日上午，以"数智科技赋能金融普惠"为主题的2025年世界互联网大会亚 太峰会数字金融论坛在香港举行。金融壹账通董事长兼CEO陈当阳作主旨演讲。 例如，在保险业务的实践中，平安产险借助大模型技术，成功助力车险理赔提前干预、应赔尽赔。平安 还打造了鹰眼自然灾害平台，其价值体现在洪水风险地图、城市内涝预警模型、洪水模型等多个方面。 该平台覆盖全国7大水系，构建了30米×30米的高精度网络，能够提前24小时进行天气预报，精准预测 水淹车等级与水灾黑点，为客户减少了大量损失。在应对人口老龄化挑战方面，平安健康积极作为，致 力于构建中国版"管理式医疗模式"，为客户提供精准、高效的医疗健康服务。 陈当阳还指出，金融壹账通作为平安唯一对外金融科技输出窗口，肩负着重要的使命，致力于成为金融 科技及人工智能行业的领军企业。对内服务平安集团，参与科技创新；对外为金融机构提供"技术+业 务"赋能。未来，平安集团将紧紧围绕金融强国战略，始终牢记"金融为民"初心，以科技创新为驱动， 扎实落地金融"五篇大文章"。 （文章来源：新华财经） 这些成绩的取得，离不开平安集团持续不断的科技投入与创新积累。平安每年 ...

金融壹账通董事长兼CEO陈当阳：贷款累计发放额1602.24亿元，贷款余额5063.31亿元 金十数据4月15日讯，金融壹账通董事长兼CEO陈当阳指出，2024年，投入10.14万亿元支持实体经济发 展，服务科技创新产业的保险资金超1万亿。绿色金融方面，累计保险资金绿色投资规模1247.12亿元， 累计绿色贷款余额1577.62亿元。普惠金融领域，平安银行服务普惠型小微企业，贷款累计发放额 1602.24亿元，贷款余额5063.31亿元。养老金融上，居家养老服务累计签约服务供应商超150家，超16万 名客户获得居家养老服务。数字金融层面，2024年平安AI坐席服务量约18.4亿次，寿险保单秒级核保占 比达93%。 ...

Group 1: Market Activity - Net inflows into various stocks include 791 million HKD into the Tracker Fund, 747 million HKD into Tencent, and 523 million HKD into Meituan, while net outflows include 792 million HKD from SMIC and 520 million HKD from Xiaomi [1] - Southbound funds have continuously net bought Meituan for 8 days, totaling 5.20617 billion HKD, and China National Offshore Oil Corporation (CNOOC) for 8 days, totaling 3.79839 billion HKD [1] Group 2: Stock Performance - Alibaba saw a decrease of 1.6% with a net outflow of 200 million HKD, while SMIC dropped by 4.5% with a net inflow of 265 million HKD [4] - Tencent experienced a slight increase of 0.4% with a net inflow of 275 million HKD, and Meituan rose by 0.6% with a net inflow of 312 million HKD [4] Group 3: Company Developments - Tencent is recommended as a top pick in the internet services sector due to its limited revenue exposure in the U.S. and potential benefits from domestic consumption stimulus policies [5] - Meituan launched a new instant retail brand "Meituan Flash Purchase," aimed at meeting daily shopping needs for consumers across nearly 3,000 regions in China [5] - China Mobile has launched the first "Four-in-One" computing power network scheduling platform, enhancing efficiency by 20% and supporting a significant scale of computing power [6] Group 4: Industry Insights - The long-term outlook for gold investment is positive due to increasing political instability in the U.S. and the weakening of the dollar's credit and international status [6]

强制收购将于2025年4月17日完成，届时于2025年4月16日名列本公司股东名册的股东(余下股份持有人) 将所有余下要约股份转让予华瑞予以登记。务请余下少数股东(或(视情况而定)其继承人)注意，彼等将 于强制收购完成后方可就余下要约股份收取强制收购代价(该笔金额须经扣除卖方从价印花税(按相关代 价0.1%计算)后支付)。应付余下少数股东(或(视情况而定)其继承人)的强制收购代价(经扣除卖方从价印 花税，按相关代价0.1%计算)将由华瑞支付予本公司，而非直接支付予余下少数股东(或(视情况而定)其 继承人)，而本公司须将该款项存入单独的银行账户，直至本公司根据法定程序或按公司条例准许的其 他方式向余下少数股东(或(视情况而定)其继承人)悉数支付上述款项为止。 联交所已根据上市规则第6.15条批准撤销股份于联交所的上市地位。股份于联交所的上市地位将自2025 年4月22日(星期二)上午九时正起撤销。 智通财经APP讯，中粮包装(00906)与要约人华瑞凤泉发展有限公司联合公布，强制收购通知已于2025年 2月13日寄发予余下少数股东。诚如寄发公告所述，余下少数股东有权在强制收购通知发出之日起计两 个月内提出异议申 ...

- 净利润攀升22.96%，全年派息比率约为31% - 集信国控业绩飙升，与国企实现跨区域合作，启动增长新引擎 投资亮点 - 业绩高速增长，收入及利润大幅攀升 - 积极拓展市场版图，跨区域与佛山市高明区国企合作成立子公司 - 持续优化服务，把握市场机遇 - 行业前景可期，政策助力发展 竞争优势 - 资金端政策红利，助力公司业务拓展 - 房地产行业转型，带来新的业务增长点 一、业绩高速增长，收入及利润大幅攀升 于回顾年内，公司业绩表现卓越，收入及利润均录得显著增长。 公司收入大幅提升至约人民币55.26百 万元，较去年的人民币41.50百万元增长33.16%，年内利润较去年的人民币13.25百万元增长22.96%至约 人民币16.30百万元。 这充分展现了公司在检测认证行业的强劲竞争力和卓越的市场表现。 公司通过不 断拓展业务领域、提升服务质量和效率，成功把握市场机遇，實現了收入和利潤的雙豐收。 公司每股基本盈利为人民币0.61元。 为让股东们能一起分享成果，董事会建议派发末期股息每股人民币 0.15元（含适用税项）。 全年派息合共约人民币5.09百万元，全年派息比率约为31%。 业务回顾 公司的收入主要来自提 ...

Core Viewpoint - The collectible card company, Kayo, has updated its prospectus after more than a year, showcasing significant revenue growth and profitability despite challenges related to IP dependency and market fluctuations [1] Financial Performance - In 2024, Kayo achieved revenue of 10.057 billion yuan, a year-on-year increase of 280% [2] - The adjusted net profit reached 4.466 billion yuan, reflecting a year-on-year growth of 380% [2] - Kayo's gross margin for collectible cards is as high as 70%, contributing to a net profit margin exceeding 40% [2] - Kayo's profitability has surpassed that of the popular Hong Kong stock, Pop Mart, generating 1 billion yuan more in profit with 3 billion yuan less in revenue [2] IP Dependency and Market Dynamics - Kayo has successfully leveraged popular IPs like My Little Pony, which has expanded its audience from elementary school students to young professionals [2] - Despite the success, Kayo remains dependent on external IPs, facing challenges such as a copyright dispute over "Classic Ultraman" that resulted in a loss [2] - In 2023, Kayo's revenue declined by 45.24% to 2.262 billion yuan due to adjustments in its IP matrix [2] - Currently, 10 out of 70 IPs have generated over 100 million yuan in revenue, with the top five IPs contributing 86.1% of total revenue [2] Product Diversification - Kayo is working to optimize its product structure and reduce reliance on major products, with over 80% of its revenue coming from collectible cards, stable compared to the previous year [2] - Revenue from peripheral products, including badges and card collections, reached 1.023 billion yuan, increasing by 6.2 percentage points to 10.2% of total revenue [3] - The revenue from stationery products, which are popular among middle and primary school students, doubled to 513 million yuan in 2024 [4] Profitability of Peripheral Products - The gross margins for peripheral and stationery products are relatively lower at 57.1% and 39.4%, respectively, compared to the high margins of collectible cards [5]

Core Viewpoint - Tencent Music's board of directors will review and vote on the company's unaudited performance for the three months ending March 31, 2025, on May 12, 2025 [1] Group 1 - The board meeting is scheduled for May 12, 2025 [1] - The meeting will include the review of the first quarter performance announcement [1]

就在4月14日，江苏正力新能电池技术股份有限公司(股票代码：03677.HK)正式在港交所主板挂牌上 市，首发募集资金10.05亿港元。 正力新能成立于2019年，主要专注于动力电池产品、储能电池产品及航空电池产品的研发、生产及销 售，为客户提供电芯、模组、电池包、电池簇、电池管理系统的一体化方案，致力于拓展电化学产品在 陆海空互联下的大规模应用。 成立以来，正力新能为包括油电混合动力在内的全场景、多路径的全球出行领域客户提供高品质的动力 电池产品，配套规模累计接近400万台，是国内动力电池装机量长期稳居行业前十的最年轻企业。 映恩生物是一家临床阶段的创新生物药企，专注于为癌症和自身免疫性疾病患者研发新一代抗体偶联药 物(ADC)。映恩生物已成功构建了多个具有全球知识产权的新一代ADC技术平台。基于对疾病生物学机 制的深入研究和探索，映恩生物拥有丰富的临床ADC研发管线，并在超过17个国家开展多个全球多中 心临床试验，入组超过2000名患者。 同时，映恩生物与全球制药公司和顶尖创新药企达成多项海外授权合作。作为全球ADC创新引擎，映 恩生物持续开发下一代新型ADC，包括双抗ADC、全新机制载荷ADC和自免AD ...

Group 1 - The core viewpoint of UBS indicates a continuous decline in China's dairy cow inventory, with a year-on-year decrease of 5.7% and a month-on-month decrease of 0.5%, reaching 6.09 million heads as of March 2025 [1] - The profitability of dairy farming is under pressure, with approximately 93% of farming groups operating at a loss, an increase of 4 percentage points from the previous month, resulting in a milk production profit of -0.36 yuan per kilogram, which is a deterioration of 0.14 yuan month-on-month [1] - Major dairy companies, including Yili and Feihe, have announced fertility subsidy plans in response to national policies, with Yili providing 1.6 billion yuan and Feihe 1.2 billion yuan to support families preparing for childbirth [2] Group 2 - The demand for dairy products remains weak, with retail sales continuing to decline year-on-year in the first quarter of 2025 [2] - The price of raw milk has slightly decreased to 3.07 yuan per kilogram, reflecting a month-on-month decline of 0.3% and a year-on-year decline of 12% [3] - The cost pressures from soybean meal have eased due to sufficient supply from South America, although recent tariffs on U.S. agricultural imports may create upward pressure on soybean meal and alfalfa prices [3]