消息面上，心玮医疗近日公布中期业绩。上半年公司营业收入达1.86亿元，同比增长44.4%；股东应占 净利润5090万元，同比实现扭亏为盈，已顺利跨越盈亏平衡点。智通财经APP在《新品放量叠加研产销 一体化闭环构筑，心玮医疗-B(06609)迎来"戴维斯双击"》中指出，随着上半年出血性产品开启量化贡 献与缺血性产品矩阵持续迭代，持续完善的通路/止血的"术式闭环"成为心玮医疗上半年收入增量主引 擎。 此外，在加速"开源节流"的同时，近年来心玮医疗也在进一步完善自身研产销一体化创新闭环，夯实公 司从"结构铺垫"到"商业兑现"跨越的基础。截至目前，公司共有32款器械产品获NMPA批准，三款器械 产品获FDA批准及一款产品获得CE标志，产品管线广泛涵盖急性缺血性脑卒中及神经血管狭窄治疗、 缺血性脑卒中预防、出血性脑卒中治疗以及介入通路。 心玮医疗-B(06609)尾盘涨近7%，截至发稿，涨6.8%，报64.4港元，成交额2505.96万港元。 ...

Industry Insights - The U.S. government, under President Trump, is reportedly discussing measures to restrict Chinese pharmaceuticals, including drafting an executive order aimed at limiting the entry of innovative Chinese drugs into the U.S. market [1] - Goldman Sachs' latest report indicates that this situation could introduce "headline risk" to the Chinese biotech and pharmaceutical sector, potentially increasing stock price volatility [1] Company Specifics - Shares of 基石药业-B (2616.HK) experienced a significant drop of 22.88%, reaching a low of 9.1 HKD, marking the lowest point since August 25 [1] - Recent disclosures from the Hong Kong Stock Exchange reveal that non-executive director 胡正国 sold 223,000 shares at an average price of 12.007 HKD per share on September 5, totaling approximately 2.678 million HKD. Following this transaction, his ownership percentage decreased from 0.18% to 0.17% [1]

9月11日，2025 Inclusion・外滩大会开幕式上，蚂蚁集团CEO韩歆毅、小米集团手机部副总裁张雷、金沙江创投主管合伙人朱啸虎等对大 模型应用问题展开讨论。蚂蚁集团CEO韩歆毅分享了蚂蚁在AI医疗健康领域的思考和实践，他指出，专业能力是垂类模型的核心竞争 力，通用模型短期难以替代，蚂蚁将致力于解决数据、幻觉、伦理等核心问题，让AI成为医生的好助手。 谈及蚂蚁探索AI医疗健康领域的原因，韩歆毅强调了"刚需+中高频"的双重特性。他指出，医疗虽属低频行为，健康管理却是高频需 求，两者结合可为AI深度服务提供土壤。 而在面对"通用AI与专业AI哪个更适合医疗健康领域"时，韩歆毅明确表示，医疗健康的特殊性决定了专业AI的不可替代性，"AI医疗健 康做到极致的话，用户不会走，他们在这里能解决问题。" 韩歆毅进一步解释，AI医疗的终极目标在于能像专业医生一样，提供个性化、精准且可信的建议，包括了解用户身体状况、合理推荐用 药、持续健康管理等。而要实现这一点，通用大模型在相当长时间内将难以替代垂类的专业大模型。"专业能力强本身就是一条护城河， 用得越多，越了解用户，这种深度认知恰恰是许多基础通用大模型很难做到的。" ...

此外，在加速"开源节流"的同时，近年来心玮医疗也在进一步完善自身研产销一体化创新闭环，夯实公 司从"结构铺垫"到"商业兑现"跨越的基础。截至目前，公司共有32款器械产品获NMPA批准，三款器械 产品获 FDA批准及一款产品获得CE标志，产品管线广泛涵盖急性缺血性脑卒中及神经血管狭窄治疗、 缺血性脑卒中预防、出血性脑卒中治疗以及介入通路。 智通财经APP获悉，心玮医疗-B(06609)尾盘涨近7%，截至发稿，涨6.8%，报64.4港元，成交额2505.96 万港元。 消息面上，心玮医疗近日公布中期业绩。上半年公司营业收入达1.86亿元，同比增长44.4%；股东应占 净利润5090万元，同比实现扭亏为盈，已顺利跨越盈亏平衡点。智通财经APP在《新品放量叠加研产销 一体化闭环构筑，心玮医疗-B(06609)迎来"戴维斯双击"》中指出，随着上半年出血性产品开启量化贡 献与缺血性产品矩阵持续迭代，持续完善的通路/止血的"术式闭环"成为心玮医疗上半年收入增量主引 擎。 ...

8日韩国民调机构公布最新结果显示，李在明"执政表现良好"的正面评价连续三周上升，已恢复至56%。 "未来4年零9个月，韩国将进入'增长和飞跃时间'"，在执政百天的记者会上，韩国总统李在明如是表述。 当地时间9月11日，李在明迎来执政百天。这是他继7月3日上任30日时举行首次记者会之后第二次与外界 沟通。 李在明用"恢复和复常的时间"来形容过去的100天。彼时他接手韩国前总统尹锡悦被罢免后的"烂摊子"， 在未设总统职务交接委员会的情况下组建新政府，如今各项工作进入正轨。 上海市朝鲜半岛研究会副会长、上海对外经贸大学朝鲜半岛研究中心主任詹德斌全程观看了此次记者会。 会后他告诉第一财经，最直观的感受便是，首先李在明作为总统，针对所有的提问基本上都能够非常快 速、深入地回答，与之前尹锡悦的表现形成鲜明对比，可见李在明有备而来；其次，感觉他在回答记者提 问时也比较直率；第三，相较于前任尹锡悦召开记者会时往往会对自己的政绩大吹大擂一番，李在明则讲 得很短，他把更多时间用来与记者互动。 8日韩国民调机构公布的最新结果显示，李在明"执政表现良好"的正面评价连续三周上升，已恢复至 56%，较一周前上升2.4个百分点。 经济增长 ...

韩歆毅认为，在探索通证化之路上，通证经济价值的探索和风险的防控应放在同等位置。他强调，"合 规是创新的生命线"。 （文章来源：第一财经） 9月11日，在 2025Inclusion·外滩大会上，蚂蚁集团 CEO、蚂蚁数科董事长韩歆毅首次公开谈通证经济话 题，他说："通证只有从虚拟世界中的价值存储和投机交易对象，转变为解决实体经济中信任、效率与 成本问题的工具，才能真正形成可持续、有深度、有广度的生态体系，迸发出应有的价值。"他强 调："通证经济的未来，必须深深植根于实体经济，才能真正释放价值。" ...

Core Viewpoint - H&H International Holdings (01112) reported a 5% year-on-year increase in total revenue for H1 2025, amounting to 7.019 billion yuan, with adjusted comparable EBITDA decreasing by 3% to 1.101 billion yuan, and adjusted comparable net profit increasing by 5% to 363 million yuan. The company is expected to see EPS of 0.79, 1.05, and 1.30 yuan for 2025-2027, with a "Buy" investment rating assigned by Huaxin Securities [1]. Revenue and Profitability - The company experienced a year-on-year revenue increase, with a notable improvement in gross margin. The gross margin for H1 2025 rose by 2 percentage points to 62.53%, driven by higher margins in adult and pet nutrition and care products, along with product mix optimization [1]. - The proportion of sales and distribution/administrative expenses relative to revenue increased by 3 percentage points and decreased by 0.4 percentage points to 42.33% and 5.68%, respectively, due to changes in the channel mix for adult nutrition and care products in mainland China and investments in new market expansion strategies [1]. - Adjusted comparable EBITDA margin and adjusted comparable net profit margin decreased by 1 percentage point and 0.02 percentage points to 15.68% and 5.17%, respectively, primarily due to high base effects from the previous year and increased selling expenses [1]. Business Segment Performance - The adult nutrition and care products segment saw a 5% year-on-year revenue increase to 3.439 billion yuan, largely attributed to the outstanding performance of Swisse's innovative anti-aging product line, which grew by 39% compared to the benchmark [2]. - Revenue from infant nutrition and care products increased by 3% year-on-year to 2.501 billion yuan, driven by effective e-commerce channel development and new mother education initiatives in specialty stores. The company successfully transitioned its products to meet new national standards, with the market share of its premium infant formula brand reaching a historical high of 15.9% [2]. - The pet nutrition and care products segment experienced a 10% year-on-year revenue increase to 1.079 billion yuan, with gross margin rising by 12 percentage points to 58.70%. This growth was supported by deepened partnerships in North America and the ongoing high-end upgrade of Solid Gold in mainland China, leading to significant improvements in profitability [2]. Regional and Channel Insights - Revenue from mainland China increased by 9% year-on-year to 4.936 billion yuan, driven by strong growth in adult nutrition and care products and rapid channel expansion. Cross-border e-commerce revenue grew by 18%, with Douyin channel revenue surging by 80%, becoming a key growth engine [3]. - Revenue from Australia and New Zealand decreased by 18% to 801 million yuan, primarily due to a decline in corporate purchasing business [3]. - North American revenue increased by 6% to 862 million yuan, benefiting from the popularity of premium pet nutrition products and a growing pet population, with major retailers like Amazon, Walmart, and PerSmart performing well [3]. - Other regions saw a 17% year-on-year revenue increase to 420 million yuan, with strong growth in the Asian expansion market [3].

盛业(06069)发布公告，于2025年9月10日，根据配售协议发行及配发5628.6万股。 ...

Group 1 - Lehua Entertainment (2306.HK) experienced a decline of 3.91%, reaching HKD 2.46 during trading [1] - On September 5, Alibaba sold 2.328 million shares of Lehua Entertainment, reducing its stake from 12.26% to 11.99% [1]

Group 1 - The core issue raised by Luo Yonghao is the prevalence of pre-prepared dishes in restaurants, specifically criticizing the high prices for such offerings [3][5][7] - Luo Yonghao has called for legislation to require restaurants to disclose whether they use pre-prepared dishes, indicating a demand for transparency in the food industry [3][5][7] - In response to Luo's criticism, Xibei restaurant claimed that their signature dishes are freshly prepared, with specific examples of daily cooking practices [5][6] Group 2 - Luo Yonghao's comments have sparked significant public interest and debate regarding the quality and pricing of food in restaurants, highlighting a potential consumer trend towards seeking transparency [3][4] - The incident reflects broader concerns within the food industry about the use of pre-prepared ingredients and the implications for consumer trust and restaurant reputation [3][5]