人民财讯9月12日电，赛晶科技在港交所公告，9月12日，公司旗下子公司赛晶亚太半导体科技（浙江） 有限公司（简称"赛晶半导体"）与湖南三安半导体有限责任公司（简称"三安半导体"）签订战略合作框 架协议，正式建立全面战略合作伙伴关系。赛晶半导体主要从事研发及制造功率半导体器件。三安半导 体是三安光电(600703)的全资子公司，拥有碳化硅全产业链垂直整合制造服务平台。目前，三安半导体 的8英寸碳化硅芯片产线已通线。 三安半导体将根据赛晶半导体的需求，确保稳定及时地向赛晶半导体供应产品；赛晶半导体在三安半导 体的生产计划中享有优先供应权。双方将共同评估市场增长潜力，制订产能扩展计划。 转自：证券时报 ...

Core Viewpoint - Evergrande Property has received a letter from the liquidators of China Evergrande Group and CEG Holdings regarding the potential sale of its shares, indicating ongoing efforts to find buyers for the company [1] Group 1: Company Developments - On September 10, 2025, Evergrande Property received a letter from the liquidators seeking opportunities to sell shares held by China Evergrande and CEG Holdings [1] - The liquidators have signed confidentiality agreements with interested parties and received non-binding indicative offers from some of them as of September 9 [1] - Evergrande Property's stock was suspended on September 11, 2025, and resumed trading on September 12, opening high and reaching a peak increase of 38% before closing with over a 30% gain [1] Group 2: Market Context - 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 [2] - Several real estate companies have been selling their property management stakes to alleviate financial pressures, with a recent example being the sale of property management business by Shui On Land for HKD 100 million [3] - Property management is viewed as a light-asset and stable cash-generating business, making it attractive for companies to sell in the current market environment [3] Group 3: Financial Performance - Evergrande Property reported a revenue of approximately CNY 6.647 billion for the first half of 2025, a year-on-year increase of about 6.9%, with a net profit of approximately CNY 491 million [4] - The net profit margin was approximately 7.4%, a decrease of about 0.6 percentage points year-on-year, with cash and cash equivalents amounting to approximately CNY 2.778 billion [4] - As of June 30, 2025, the total managed area was approximately 596 million square meters, an increase of about 41 million square meters from the previous year, although the conversion of signed projects from related parties is currently stalled [4]

今天分享的是：2025年职场人健康养生行为大赏报告-微博&克劳锐 报告共计：25页 《2025年职场人健康养生行为大赏报告》由微博与克劳锐联合发布，聚焦职场人健康养生现状、行为及未来趋势。当下职场 人面临严峻健康挑战，近九成受健康问题困扰，颈椎病、结节、脱发为三大痛点，30-35岁职场人健康自评分最低却体检频次 最高，且职场压力显著，38.7%职场人几乎每天加班，40.1%经历"隐形加班"，加班导致62.5%职场人情绪问题增加、60.8%健 康受饮食睡眠干扰。同时，职场人还承担家庭健康责任，尤其独生子女家庭"421"结构下，职场父母需兼顾子女抚养教育与父 母赡养。在此背景下，职场人健康意识觉醒，"预防大于治疗"成共识，2024年微博健康科普类热搜话题占比同比增181%，中 医保健类增40%，健康社交也发挥正向作用，超1/4民众愿参与运动社交，各类健康打卡话题热度高，职场人还分享体检报 告、交流健康心得，健康管理向前置化、生活化转变，行动上中西并举，兼顾饮食控制与滋补调理。报告还解析职场人健康 需求进阶，从固本级（日常科普与疾病预防，如专家分享办公健康隐患应对、季节性防护）、智养级（科学调养，如碎片运 动、补品 ...

【#恒大物业复牌大涨#，#中海华润回应恒大物业相关传言#】在历经短暂停牌后，9月12日，恒大物业 （06666.HK）复牌高开超38%。随后股价出现回调，截至发稿，报1.18港元，涨幅约28.26%，总市值约 127.57亿港元。 市场兴奋的背后是恒大物业再次找到买方。9月11日晚，恒大物业公告称，收到控股股东中国恒大及 CEGHoldings清盘人发来的接洽函称，清盘人一直寻求机会出售中国恒大及CEGHoldings所持的恒大物 业股份。目前，恒大方面直接或间接持有恒大物业已发行股本的51.016%。 有市场消息称，有意接手方包括央企中海和华润。就此，第一财经记者向两家公司求证，华润置地方面 表示，该消息不属实；中海方面称，目前还不掌握相关情况。 ...

Core Viewpoint - Jiangnan Buyi maintains its target of achieving 10 billion in retail by fiscal year 2026, focusing on domestic market expansion while viewing overseas markets as long-term opportunities for brand influence and lifestyle globalization [2][3]. Financial Performance - For the fiscal year 2025, Jiangnan Buyi reported total revenue of approximately RMB 5.548 billion, a year-on-year increase of about 4.6% [2]. - The company's gross profit reached RMB 3.64 billion, with a stable gross margin exceeding 65% [2]. - Net profit for the fiscal year was approximately RMB 897 million, reflecting a 6% year-on-year growth, resulting in a net profit margin of 16.2%, surpassing previous expectations [3][4]. Sales Channels - Online sales grew by 18.3% to RMB 1.201 billion, while the overall retail network expanded to 2,117 stores globally, covering all provinces in mainland China and 10 other countries [6][7]. - The contribution of online sales to total revenue surpassed 20% for the first time [7][8]. Multi-Brand Strategy - Jiangnan Buyi operates a multi-brand strategy with three tiers: mature brands, growth brands, and emerging brands, covering various segments including menswear, womenswear, and children's wear [4]. - The mature brand JNBY accounted for 54.3% of total revenue, while emerging brands generated RMB 361 million, a 107.4% increase year-on-year [4][5]. Operational Strategy - The company plans to enhance its retail network and optimize its direct sales team for better operational efficiency, focusing on key cities [5][8]. - Jiangnan Buyi aims to improve its supply chain and inventory structure through a shared inventory system and plans to establish a more intelligent distribution center [9]. Membership and Customer Engagement - Active membership accounts increased to over 560,000, contributing more than 80% of total retail revenue, with members spending over RMB 5,000 also rising to over 330,000 [8][9]. - The company is enhancing member benefits and experiences to drive further growth in online sales [8].

Market Overview - The Hong Kong stock market opened strongly with all three major indices reaching new highs, reflecting a bullish sentiment among investors. The Hang Seng Index rose by 1.53%, gaining nearly 400 points, and is expected to surpass the 26,500 mark. The Hang Seng China Enterprises Index increased by 1.6%, while the Hang Seng Tech Index saw a rise of 2.18% [2]. Stock Performance - Notable stock performances included: - Yuan Dai Xian Yuan (03377) surged by 16.34% - Country Garden (02007) increased by 9.68% - Shimao Group (00813) rose by 8.54% - Rongxin China (03301) gained 8.29% - CIFI Holdings (00884) saw an increase of 7.88% [3]. Sector Movements - Large technology stocks led the market rally, with Baidu rising by 8.54% and Alibaba increasing by nearly 6%. Other tech companies like NetEase, Tencent, JD.com, and Kuaishou also saw gains of around 3%. Additionally, copper stocks performed well, with Jiangxi Copper (600362) reaching a historical high with a nearly 9% increase. Real estate stocks also rallied, led by Oceanwide Holdings [4]. Weakness in Certain Sectors - Conversely, local consumer stocks in Hong Kong experienced declines, particularly in the Apple concept stocks, coal, oil, and photovoltaic sectors. Notably, Hong Teng Precision, which had surged nearly 13% the previous day, fell over 5%. Other companies like New Special Energy, China Shenhua (601088), and China Petroleum (601857) also saw declines [4].

Core Viewpoint - The announcement from Valiant Biopharma-B (09887) highlights the initiation of a Phase Ib/II clinical trial for the drug Opalizumab (PD-L1/4-1BB bispecific antibody LBL-024) in treating advanced melanoma, marking a significant step in cancer therapy development [1] Group 1 - The Phase Ib/II multi-center clinical trial is led by Professor Chen Yu from Fujian Cancer Hospital, with participation from multiple hospitals across the country [1] - The trial aims to evaluate the efficacy and safety of Opalizumab as a monotherapy or in combination with other agents for the treatment of advanced melanoma [1]

Core Viewpoint - Bilibili's stock price increased by nearly 5% following the announcement of its new game "Three Kingdoms: Hundred Generals Card" and the recruitment of a new technology head, indicating positive market sentiment towards the company's growth prospects in gaming and technology sectors [1] Group 1: Game Development - Bilibili's new game "Three Kingdoms: Hundred Generals Card" has been revealed and is currently available for pre-registration, with a public test scheduled for October [1] - The game is described as a new asymmetric casual competitive card game and is expected to achieve daily active users (DAU) in the millions, with a full launch planned for the 2026 Spring Festival [1] Group 2: Management and Talent Acquisition - Zhang Di, former Vice President at Kuaishou and a key figure in AI technology, has joined Bilibili as the head of the technology division [1] - Zhang Di has a strong background in data science and machine learning, having previously worked at Alibaba and Kuaishou, which may enhance Bilibili's technological capabilities [1] Group 3: Market Outlook - According to Goldman Sachs, Bilibili's participation in their Asia-Pacific Leaders Forum highlighted the company's focus on its gaming product line and release schedule [1] - Guosen Securities noted that Bilibili's community and user advantages are significant, and with the integration of new technologies like AI, there is substantial growth potential in gaming, advertising, and value-added services [1]

维立志博-B(09887)发布公告，评价奥帕替苏米单抗(PD-L1/4-1BB双特异性抗体LBL-024)单药或联合其 他药剂用于一线治疗晚期黑色素瘤的Ib/Ⅱ期临床试验(NCT07099430)首例患者已成功用药。 本次开展的Ib/Ⅱ期、多中心临床试验由福建省肿瘤医院陈誉教授牵头，全国多家医院共同参与。该试 验旨在评价奥帕替苏米单抗单药或联合用药治疗晚期黑色素瘤的疗效及安全性。 ...

Group 1 - Starbucks is in the process of selling its controlling stake in its China business, with final bids expected by early October from firms including Carlyle, Hillhouse, Sequoia China, and Boyu Capital [2] - The CEO of Starbucks, Brian Niccol, indicated that the company is looking for suitable partners to expand its presence in China, aiming to open 20,000 to 30,000 stores in the future [2] - Starbucks intends to retain control over its coffee roasting facilities in China to maintain quality, while the specifics of the share sale are still negotiable [2] Group 2 - Luckin Coffee has significantly outperformed Starbucks in China, with a 47.1% year-on-year revenue growth in Q2, reaching 12.36 billion yuan, while Starbucks only saw an 8% increase to 7.9 billion yuan [3] - In Q2, Luckin's same-store sales grew by 13.4%, driven primarily by an increase in cup volume, contrasting with Starbucks' same-store sales growth of only 2% [3] - The competitive landscape in China is prompting domestic capital to pursue Starbucks, as there are still many localized growth opportunities for the company [3]