药捷安康-B(02617)午后涨近88%，高见204.6港元，较招股价13.15港元已涨超1455%。截至发稿，涨 53.08%，报166.4港元，成交额10.33亿港元。 消息面上，上交所、深交所发布公告，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。 值得注意的是，公司核心产品替恩戈替尼近期迎多重利好。替恩戈替尼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，已于9月10日获得了中国国家药品监督管理局的临床默示许可；替恩戈替尼分别联用康方生物的开 坦尼/依达方的治疗晚期肝细胞癌(HCC)的开放性、多中心II期临床研究，于近日完成首例患者给药；替 恩戈替尼获得美国食品药物管理局(FDA)授予治疗转移性去势抵抗性前列腺癌的快速通道认证。 ...

公司近况 近期我们组织公司线上交流会，就公司1H25 业绩表现及近似情况进行沟通。1H25 公司门店端同店改 善，并且新兴渠道费用投放控制均较好，公司重视效率提升。我们预计3Q25 公司目前延续同店质量提 升，新兴渠道产品梳理及渠道铺货的动作。 评论 盈利预测与估值 机构：中金公司 我们基本维持2025 年和2026 年利润预期。我们保持目标价3.0港币，当前股价对应25/26 年24.7/22.3 倍 P/E，目标价对应25/26 年约32/29 倍P/E，现价距目标价约28.8%的上涨空间，维持跑赢行业评级。 风险 研究员：陈文博/王文丹/武雨欣 需求疲弱；竞争加剧；新渠道放量及门店改善情况不如预期。 1H25 门店同店改善，包装食品带动其他收入较快增长。1）门店端：公司今年延续提升门店质量、重视 单店收入的策略，门店总数较2024 年净关店167 家至2864 家，其中自营店减少18 家门店，特许店减少 149 家。按照门店收入/1H25 期间平均门店数计算平均单店收入，自营店/特许店的平均单店收入分别同 比+12/14%。2）其他收入（主要系包装食品等经销收入）1H25 同比+ 27.5%至0.7 亿 ...

Group 1 - Evergrande Property announced a suspension of trading on September 11, 2023, due to receiving a letter from the liquidators of China Evergrande Group and CEG Holdings regarding the potential sale of shares [1] - The liquidators are seeking opportunities to sell shares of Evergrande Property and have signed confidentiality agreements with interested parties, having received non-binding indicative offers from some of them [1] - Trading of Evergrande Property shares is set to resume on September 12, 2023, after the announcement, with the stock price initially rising by over 30% during the trading session [1] Group 2 - In August 2023, it was reported that the liquidators of China Evergrande Group hired UBS and CITIC Securities to find potential buyers for Evergrande Property, with rumors of interest from subsidiaries of China Resources Group, which were denied by China Resources Land [3] - The property management sector is considered a stable "cash cow" business for real estate companies, and selling property management assets can help alleviate liquidity pressures [4] - Evergrande Property reported a revenue of approximately 6.647 billion yuan for the first half of 2025, a year-on-year increase of about 6.9%, with a net profit of approximately 491 million yuan [5]

近日，"西贝"陷入的预制菜舆论风波。 9月10日，罗永浩发博公开吐槽连锁餐饮品牌西贝："好久没吃西贝了，今天下飞机跟同事吃了一顿，发 现几乎全都是预制菜，还那么贵。希望国家尽早推动立法，强制饭馆注明是否用了预制菜。" 9月11日，西贝创始人贾国龙在罗永浩就餐的餐厅对外界多方面问题进行回应，并称"将要起诉罗永 浩。" 贾国龙表示，餐饮行业不回避预加工菜品，但"我们不是预制菜，国家对预制菜有严格定义"，"按国家 规定，我们没有一道是预制菜，而且100%不是预制菜"。"罗永浩说全是预制菜，太恶心了，挺伤我们 的"。 贾国龙还表示，预制和预制菜是两回事儿，因为预制就是提前做，提前加工预加工，但预制菜就是成品 了。他指出，全在门店完成的这不叫预制菜，它是有预制工艺。 9月13日，罗永浩发微博@贾国龙，内容为 关于"西贝餐厅的菜品是不是预制菜"这一问题，其实中国连 锁经营协会早就给出答案，预制菜行业发展报告 （全文）表示，数据显示，真功夫、吉野家、西贝等 连锁餐饮企业预制菜占比达80%以上。 六次出的十字路| | | | 5-9-12 11:17 发布于 北京 来自 微博经学版 の中 八言 旋转 因 查看大图 2 # 9 ...

Core Insights - The marketing strategies for the upcoming season are a focal point for brands, with advertisers facing challenges such as intensified competition for traffic, high reach costs, and fragmented user attention [3] - Short dramas are emerging as a cost-effective new traffic avenue, driving brands to explore deeper and more efficient integrations of short dramas with marketing [3] Group 1: Short Drama "Xiaomeiman" - The short drama "Xiaomeiman," a derivative of a popular national IP, has been launched, showcasing a narrative that combines urban family themes, gender relationships, and female growth [4][6] - The series consists of 20 episodes that depict the emotional struggles of a single mother and the challenges of family integration, resonating with contemporary societal issues [7][10] - The lead character, played by Ni Hongjie, navigates her life after three failed marriages, aiming to create a complete family for her daughter, which leads to humorous and poignant situations [8][10] Group 2: Brand Integration and Marketing Effectiveness - The short drama is uniquely sponsored by JD.com, aligning with the instant consumption model, and effectively meets user demands for immediate entertainment and emotional resonance [4][10] - The integration of JD.com’s services into the storyline enhances brand visibility and user engagement, allowing for a seamless connection between the narrative and the brand [12][14] - The use of relatable scenarios, such as ordering flowers or meals through JD.com, avoids overt advertising while embedding the brand naturally into the viewer's experience [14][15] Group 3: Industry Trends and Brand Partnerships - The short drama sector is witnessing significant growth, with Kuaishou's commercial partnerships increasing dramatically, indicating a strong market demand for brand short dramas [17][19] - Brands are increasingly satisfied with the marketing effectiveness of Kuaishou's short dramas, leading to a high repurchase rate and expanding collaborations across various sectors [19][20] - Kuaishou is recognized as a pioneer in short drama marketing, having established a comprehensive ecosystem that supports content creation and marketing monetization [19][20]

美东时间9月11日，阿里巴巴美股隔夜暴涨8%，刷新2021年底以来的新高。受阿里暴涨带动，纳斯达克 中国金龙指数周四收涨2.89%，创3月底以来新高。 而在消费业务板块，9月10日，在阿里巴巴成立26周年之际，阿里集团旗下高德地图正式推出"高德扫街 榜"，当前该产品已经上线高德APP的一级流量入口，产品形态直指美团旗下的大众点评。 高德方面称，此榜单基于用户真实导航和出行行为，引入蚂蚁金服旗下的芝麻信用，将真实的导航到店 行为与评价反馈结合起来，希望通过用户的"行为+信用"，避免常规榜单容易被刷分、注水的问题。 高德地图是阿里旗下仅次于淘宝的第二大APP，用户规模10亿，DAU（日活）达到1.7亿，日均1.2亿次 本地生活搜索量。 9月12日，港股开盘，阿里巴巴-W高开5.86%，也创下2021年11月来新高。截至9月12日中午收盘，阿里 收涨5.93%，报收每股151.8港元，总市值28952亿港元。 消息面上，有媒体报道，阿里的自研AI芯片已经在测试中。 9月2日，据《科创板日报》，除了外部采购，阿里自身也在积极自研芯片。 早在2018年云栖大会期间，阿里就宣布成立一家独立运营的芯片公司——"平头哥半导体 ...

香港联交所网站9月12日披露的资料显示，猫眼娱乐获得董事长王长田增持。 根据公告，王长田于2025年9月9日购入猫眼娱乐180.24万股股份，平均价格约7.9554港元/股。增持后， 王长田持有的猫眼娱乐股份达到4.82亿股，约占猫眼娱乐已发行有投票权股份比例的41.45%。 猫眼娱乐是国内电影宣传发行龙头企业。王长田目前任猫眼娱乐董事长、非执行董事，王长田同时担任 A股公司光线传媒董事长。 9月11日晚间，猫眼娱乐公布了2025年中期报告。上半年公司实现营业收入24.72亿元。 根据报告，猫眼娱乐后续还有一系列主控发行、出品的影片将陆续上映。其中包括预计将于10月1日上 映的《刺杀小说家2》《熊猫计划2》，预计2025年12月底发行的《浪浪人生》《匿杀》等，这些影片均 由猫眼娱乐主控发行(开发)、出品。 上半年，猫眼娱乐的在线娱乐票务服务业务收入11.8亿元，较上年同期的10.46亿元有所增加。该部分收 入增长，主要由于上半年国内票房同比增长22.91%，而根据猫眼专业版数据，上半年电影大盘线上出 票量同比增长了17.05%。 截至9月12日发稿，猫眼娱乐盘中涨约1%，市值约95亿港元。 猫眼娱乐的主要收入 ...

Group 1 - The core focus is on the AI inference market, which is identified as a trillion-dollar opportunity, with a significant increase in remaining performance obligations (RPO) reaching $455 billion [1] - AI inference is characterized as a continuous demand that will be utilized across various scenarios, contrasting with the periodic and resource-intensive nature of AI training [1] - Qiniu Intelligent reported AI-related revenue of 184 million yuan, contributing 22.2% to total revenue, with a notable increase in AI users reaching 15,000 due to the availability of over 50 callable large models [1] Group 2 - Meeting AI inference demand requires reducing end-to-end latency and increasing throughput in production environments, with inference compute needs surpassing training requirements [2] - High-quality, accessible enterprise data is essential for providing actionable insights from inference models, making structured data assets a key resource for entering the "inference era" [2] - Qiniu Intelligent's past 14 years of experience in audio and video cloud services has equipped it with low-latency, high-throughput global real-time nodes and vast storage capabilities, positioning it favorably in the AI cloud service growth curve [2]

Group 1 - The core opportunity in the AI market lies in AI inference, which is expected to be a trillion-dollar market, as highlighted by Oracle founder Larry Ellison [1] - Oracle's remaining performance obligations (RPO) surged to $455 billion, indicating strong future revenue potential [1] - AI training is resource-intensive and cyclical, while AI inference represents a continuous demand for resources, driving sustained growth in AI cloud services [1] Group 2 - Qiniu Intelligent reported AI-related revenue of 184 million yuan, accounting for 22.2% of total revenue, with a user base exceeding 15,000 [2] - The company's AI revenue is primarily derived from AI inference services and computing resources, with over 50 callable large models available [2] - To meet AI inference demands, companies must reduce end-to-end latency and improve throughput under high request pressure, necessitating high-quality enterprise data [2] Group 3 - Qiniu Intelligent leverages its 14 years of experience in audio and video cloud services to enhance its AI cloud services, focusing on low latency and high throughput [3] - The company occupies a dual position in the value chain by providing upstream data and midstream computing infrastructure, leading to long-term revenue growth from inference computing [3] - The integration of private audio and video heterogeneous data into inference models is crucial for the company's growth in AI services [3]

有媒体称，首阶段将推旗下IP产品Baby Molly，包括黄金串珠、吊坠、金条和摆件，价格介乎980至5.68万 元。popop店员表示，该系列新品非限定产品，价格不会按照金价浮动，而是据工艺不同而定，足金系列 产品每克单价主要集中在1300-1700元。 据悉，popop单价较泡泡玛特早前联名金饰略低，如以泡泡玛特与周生生推出的"周游奇梦"(Dimoo World) 系列，约0.8克的DIMOO黄金串珠售价约1743元，单克价格约2179元。并与老铺黄金一样，popop并没有 设"金价+加工费"定价策略，产品均是一口价。 （责任编辑：宋政 HN002） 【免责声明】本文仅代表作者本人观点，与和讯网无关。和讯网站对文中陈述、观点判断保持中立，不对所包含内容的 准确性、可靠性或完整性提供任何明示或暗示的保证。请读者仅作参考，并请自行承担全部责任。邮箱： news_center@staff.hexun.com 格隆汇9月12日｜泡泡玛特饰品品牌popop涉足黄金市场挑战传统金舖。据悉，将首次推出足金系列产品， 最贵单品是约重41克的黄金摆件，售价超过5.6万元。 ...