Core Viewpoint - NIO's profitability remains a focal point for the market, particularly in light of its battery swapping model and high R&D expenditures [1][2] Financing and Market Response - NIO announced a total equity financing of $1 billion (approximately 7.1 billion RMB) on September 10, with ADR pricing at $5.57 per share and Class A ordinary shares at HK$43.36 per share [1] - This marks NIO's second public financing this year, with a significant increase compared to the previous financing in March, which had a share price of HK$29.46 and raised 3.5 billion HKD (approximately 3.27 billion RMB) [1] - Cumulatively, NIO has raised over 10 billion RMB in the secondary market this year [1] - The market reaction was mixed, with NIO's US stock dropping nearly 9% while its Hong Kong stock initially fell 3.64% before recovering slightly [1] Use of Proceeds - The funds raised from the public offering will be allocated to core technology R&D for smart electric vehicles, developing future technology platforms and models for its brands, expanding the battery swapping network, and strengthening the company's balance sheet [1] R&D Investment - Since its establishment in 2014, NIO has invested over 60 billion RMB in R&D, maintaining a quarterly R&D expenditure of around 3 billion RMB since 2022 [1] - In Q1 of this year, NIO's R&D expenditure was 3.18 billion RMB, while in Q2 it was 3.01 billion RMB [2] - NIO's CEO expressed confidence in controlling R&D expenses between 2 billion to 2.5 billion RMB and the potential to achieve NON-GAAP profitability in Q4 [2]

每经AI快讯，药捷安康-B(02617.HK)再涨超15%，总市值一度突破400亿港元。截至发稿，涨11.11%， 报100港元，成交额1.48亿港元。 ...

Core Viewpoint - The Hong Kong Stock Connect index has undergone a regular adjustment, with 20 stocks added and 20 removed, including the family food innovation brand October Rice Field, which was removed due to liquidity concerns and not meeting market capitalization requirements for the Hang Seng Index [1][2]. Company Overview - October Rice Field, established in 2011, primarily produces and sells pre-packaged high-quality rice, corn, grains, beans, and dried goods, with brands including October Rice Field, Chaihuo Dayuan, and Fuxiang Renjia [2][4]. - The company has recently upgraded its brand positioning to "family food innovation brand," indicating a strategic shift and a restructured brand value [6][10]. Financial Performance - For the first half of 2025, October Rice Field reported revenue of RMB 3,063.5 million, a year-on-year increase of 16.9%, and an adjusted net profit of RMB 294.3 million, a significant increase of 97.7% [3][4]. - The revenue from rice products was RMB 2,066 million, up 21.0%, while corn products generated RMB 433 million, becoming the second core category [4]. Product and Market Strategy - The company has diversified its product offerings beyond rice to include corn, grains, and various family food items, creating a multi-category matrix [4][6]. - October Rice Field has been actively innovating products to meet consumer demands, such as introducing healthy snack options and expanding into instant retail [6][8]. Distribution and Supply Chain - The company has established a comprehensive distribution network, collaborating with over 40 major e-commerce platforms and nearly 100 supermarkets, while also focusing on instant retail to capture market opportunities [8][10]. - October Rice Field has developed a robust supply chain that integrates procurement, storage, production, sales, and logistics, ensuring the stable output of quality products [8][10]. Industry Position - October Rice Field has served 140 million Chinese households and has led the sales of Northeast rice and corn products in China for six consecutive years [10]. - The company aims to leverage new health-focused policies and its established market presence to enhance its brand value and drive high-quality growth [10].

高盛将新思科技的目标价从700美元下调至600美元，维持"买入"评级。(格隆汇) ...

Group 1 - The core viewpoint of the article indicates that the spot price of Qinhuangdao 5500 thermal coal has resumed its decline after summer, reaching 686 yuan per ton on September 10, reflecting a weekly decrease of 0.9% and a monthly decrease of 1.1% [1] - The current coal price is down 19.8% compared to the same period last year and has accumulated a decline of 8.8% year-to-date [1] - The decline in spot coal prices is attributed to increased coal supply following military parades and the main flood season, coupled with weak demand [1] Group 2 - Coal inventory at Qinhuangdao port rose by 2.9% week-on-week to 6.38 million tons as of September 10, which is an increase of 29.7% compared to the same period last year [1] - Citigroup has assigned "Buy" ratings to China Resources Power, Huaneng International Power, and Huadian International Power, with expected returns of 6.4%, 7.9%, and 5.9% respectively for 2025, indicating attractive investment opportunities [1] - Citigroup anticipates that China Resources Power will spin off its renewable energy business in the A-share market between Q4 2025 and H1 2026, which is expected to positively impact potential valuation reassessment and may increase its dividend payout ratio in Hong Kong [1]

智通财经APP获悉，药捷安康-B(02617)再涨超15%，总市值一度突破400亿港元。截至发稿，涨 11.11%，报100港元，成交额1.48亿港元。 此外，上交所、深交所近日发布公告，药捷安康被调入港股通标的名单，自9月8日起生效。国元国际表 示，公司在细分行业研发领先，替恩戈替尼是全球首个且唯一进入注册临床阶段用于治疗复发或难治性 胆管癌患者的FGFR抑制剂。它也是全球首个可能同时抑制FGFR/JAK通路并针对转移性去势抵抗性前 列腺癌具有临床疗效证据的研究药物。 消息面上，药捷安康公布，核心产品替恩戈替尼(TT-00420)联合氟维司群治疗经治失败的激素受体阳性 (HR+)且人表皮生长因子受体2阴性或低表达(HER2-)的复发或转移性乳腺癌II期临床试验，已获中国国 家药品监督管理局的临床默示许可。替恩戈替尼联合氟维司群的临床治疗策略可能为乳腺癌患者的治疗 带来新的突破。 ...

整体而言，大摩预期新鸿基地产及恒基地产可能最大程度受惠于任何潜在楼市支持政策，均予"增持"评 级；虽然近期HIBOR回升，但美联储可能减息亦将带来支持。大摩较不看好九龙仓集团，认为内地业 务面临挑战，予"减持"评级。 摩根士丹利发表研究报告指，虽然住宅物业及零售市况趋稳，但市场普遍仍期待香港特区政府9月17日 公布的新一份施政报告会公布利好楼市的措施，当中包括将进一步削减楼价600万港元以下住宅物业印 花税、放宽资本投资者入境计划要求以刺激豪宅投资需求、设立购房资金通计划，以及加快北部都会区 土地收回及基建建设。 ...

药捷安康-B(02617)再涨超15%，总市值一度突破400亿港元。截至发稿，涨11.11%，报100港元，成交 额1.48亿港元。 消息面上，药捷安康公布，核心产品替恩戈替尼(TT-00420)联合氟维司群治疗经治失败的激素受体阳性 (HR+)且人表皮生长因子受体2阴性或低表达(HER2-)的复发或转移性乳腺癌II期临床试验，已获中国国 家药品监督管理局的临床默示许可。替恩戈替尼联合氟维司群的临床治疗策略可能为乳腺癌患者的治疗 带来新的突破。 此外，上交所、深交所近日发布公告，药捷安康被调入港股通标的名单，自9月8日起生效。国元国际表 示，公司在细分行业研发领先，替恩戈替尼是全球首个且唯一进入注册临床阶段用于治疗复发或难治性 胆管癌患者的FGFR抑制剂。它也是全球首个可能同时抑制FGFR/JAK通路并针对转移性去势抵抗性前 列腺癌具有临床疗效证据的研究药物。 ...

9月10日，备受关注的蔚来全新ES8正式开启全国试驾。据悉，试驾首日，全国各门店热度暴涨，有门店试驾已排至凌晨。9月10 日下午，蔚来用户运营负责人杨波发布微博表示："今晚起全国门店将推迟闭店时间，尽量为更多的用户提供试驾服务。感谢所有 用户的支持，也请大家夜间试驾时注意安全。辛苦我们一线伙伴做好每一位用户的试驾体验。" 蔚来相关工作人员告诉记者，全国多个城市销售门店近晚上8点仍然全员忙碌。销售小哥称，工作人员基本都是轮轴转。很多客户 在晚上10点商场闭店后，仍有试驾需求，"试驾已经排到了9月18日左右"。 全新ES8预售发布三周以来，全国各地的蔚来门店人气持续高涨，多地门店销售表示，"车比人都忙，从早到晚，ES8的前备舱门 都没怎么歇过"。 蔚来全新ES8将在9月20日杭州举办的NIO Day正式上市。作为蔚来 12 项全栈技术布局的最新成果，全新 ES8 在豪华体验、智能科 技与驾控品质上全面升级，树立高端大三排纯电 SUV 新标杆。 ...

（文章来源：每日经济新闻） 每经AI快讯，9月11日，港股半导体股集体拉升，英诺赛科涨超5%，华虹半导体涨超4%，中芯国际、 上海复旦涨近3%。 ...