昂利康录得10天6板
Zheng Quan Shi Bao Wang· 2025-06-16 06:35
Group 1 - The stock of Anglikang has experienced a significant increase, with 6 limit-up days in the last 10 trading days, resulting in a cumulative increase of 92.50% and a cumulative turnover rate of 154.11% [2] - As of 13:50, the stock's trading volume reached 27.54 million shares, with a transaction amount of 756 million yuan, and a turnover rate of 14.86% [2] - The latest total market capitalization of A-shares is 5.848 billion yuan, while the circulating market capitalization is 5.371 billion yuan [2] Group 2 - The stock has appeared on the Dragon and Tiger list twice due to a cumulative deviation in the increase of 20% over three consecutive trading days and a daily deviation of 7% [2] - Institutional investors have net bought 183 million yuan, while brokerage seats have collectively net sold 16.29 million yuan [2] Group 3 - The company's Q1 report shows total operating revenue of 346 million yuan, a year-on-year decrease of 15.31%, and a net profit of 16 million yuan, a year-on-year decrease of 43.63% [2] - The stock's daily performance over the past days indicates fluctuations in both price and turnover rates, with notable increases on several days [2]
6月16日电,利弗莫尔证券显示,新奥天然气股份有限公司向港交所提交上市申请书,保荐机构为中金公司。
news flash· 2025-06-16 06:22
智通财经6月16日电,利弗莫尔证券显示,新奥天然气股份有限公司向港交所提交上市申请书,保荐机 构为中金公司。 ...
兰州银行11亿贷款迷局:三家疑似 "空壳公司" 贷款担保链与资本暗流涌动
Di Yi Cai Jing· 2025-06-16 06:21
Core Viewpoint - Huaming Equipment plans to divest its wholly-owned subsidiary Guizhou Changzheng Electric Co., Ltd. for 1 million yuan, a significant drop from the 398 million yuan paid six years ago, due to a lawsuit from creditors seeking debt recovery [1][2]. Group 1: Company Actions and Financial Implications - The divestment is a response to Guizhou Changzheng being sued by creditors for over 270 million yuan in loans for which it acted as a guarantor [2][4]. - Huaming Equipment stated that the guarantee obligations were not disclosed by the previous owners, leading to potential financial risks and uncertainties [4][5]. - The company aims to optimize its asset structure and mitigate legal risks by transferring the subsidiary [4][5]. Group 2: Debt and Guarantee Issues - The loans in question were issued by Lanzhou Bank, with Guizhou Changzheng providing guarantees for multiple loans totaling 11 billion yuan to three trade companies with minimal capital [2][6][14]. - The loans were linked to a broader scheme involving multiple companies and individuals, raising concerns about the legitimacy of the transactions and the financial health of the guarantors [8][19]. - The three borrowing companies had a combined registered capital of less than 60 million yuan, yet secured substantial loans, indicating potential irregularities in the lending process [14][23]. Group 3: Connections and Regulatory Concerns - The investigation revealed connections between the borrowing companies and the controlling entities of the guarantors, suggesting a network of interests that may have influenced the loan approvals [8][21]. - The guarantors included companies and individuals with a history of financial difficulties and regulatory issues, raising questions about the due diligence performed by Lanzhou Bank [23][28]. - The lack of transparency and compliance with regulatory requirements in the guarantee agreements has been highlighted, with significant implications for corporate governance and accountability [26][27].
机构:中国资产有望迎来价值重估,A500ETF基金(512050)红盘震荡,光线传媒涨停
2 1 Shi Ji Jing Ji Bao Dao· 2025-06-16 06:14
6月16日,A股市场热点分化,稳定币、数字货币、光模块、光通信等概念表现活跃,饲料、仿制药、 化学纤维、大消费等概念领跌。截至发稿,中证A500指数红盘震荡涨0.03%,成分股光线传媒20cm涨 停,恒生电子10cm涨停。相关ETF中,A500ETF基金(512050)盘中成交额近20亿元,居同标的ETF 前列。 据央视网消息,在电影节开幕论坛上,光线传媒董事长王长田透露,动画电影《哪吒之魔童闹海》海外 票房将超1亿美元,这将是近20年来中国电影"出海"的票房最好成绩。 兴业证券认为,随着国际秩序重构动荡期的来临,中国资产有望迎来价值重估的配置机遇。2025年下半 年国际环境仍将呈现"东稳西荡"格局,A股市场有望受益于国际新秩序,表现出"指数稳、结构牛"的特 征,而港股或将在中央坚定巩固和提升香港国际金融中心地位的逻辑基础上,走出"长牛"行情。具体到 投资策略,战略性做多中国资产,特别是拥抱港股新时代,战术上稳扎稳打、攻防兼备。 (本文机构观点来自金融机构机构,不构成任何投资建议,亦不代表平台观点,请投资人独立判断和决 策。) (文章来源:21世纪经济报道) A500ETF基金(512050)跟踪中证A500 ...
天岳先进,港股IPO获备案!
Sou Hu Cai Jing· 2025-06-16 06:03
6月13日,天岳先进发布公告称,公司于近日收到中国证监会出具的《关于山东天岳先进科技股份有限公司境外发行 上市备案通知书》。该公司拟发行不超过87,206,050股境外上市普通股并在香港联合交易所上市。 在近期举办的第31届半导体年度奖(Semiconductor of the Year 2025)颁奖典礼上,天岳先进凭借其在碳化硅衬底材料 技术上取得的突破,获得"半导体电子材料"类金奖。据介绍,这是中国企业自该奖项设立31年以来的首次问鼎,标志 着中国在半导体关键基础材料领域实现了历史性重大突破。 (文/集邦化合物半导体整理) 天岳先进表示,公司申请发行境外上市外资股(H股)并上市尚需取得香港证券及期货事务监察委员会和香港联合交 易所有限公司等相关政府机关、监管机构、证券交易所的批准,该事项仍存在不确定性。 山东天岳先进科技股份有限公司于2022年1月在上交所科创板上市,2025年2月24日在港交所递交招股书,中金公司、 中信证券联席保荐。 资料显示,天岳先进的主营业务是碳化硅半导体材料的研发、生产和销售。截至2024年9月30日,天岳先进是全球少 数能够实现8英寸碳化硅衬底量产、率先实现2英寸到8英寸碳化 ...
博通集成(603068)6月13日主力资金净流出1369.18万元
Sou Hu Cai Jing· 2025-06-16 06:02
通过天眼查大数据分析,博通集成电路(上海)股份有限公司共对外投资了12家企业,参与招投标项目3 次,知识产权方面有商标信息16条,专利信息111条,此外企业还拥有行政许可7个。 来源:金融界 博通集成最新一期业绩显示,截至2025一季报,公司营业总收入1.65亿元、同比减少1.56%,归属净利 润1649.28万元,同比增长1256.10%,扣非净利润266.96万元,同比增长180.18%,流动比率11.072、速 动比率8.249、资产负债率8.41%。 天眼查商业履历信息显示,博通集成电路(上海)股份有限公司,成立于2004年,位于上海市,是一家以 从事软件和信息技术服务业为主的企业。企业注册资本15042.4966万人民币,实缴资本13871.3534万人 民币。公司法定代表人为PENGFEI ZHANG。 金融界消息 截至2025年6月13日收盘,博通集成(603068)报收于32.86元,下跌1.71%,换手率 3.21%,成交量4.83万手,成交金额1.59亿元。 资金流向方面,今日主力资金净流出1369.18万元,占比成交额8.6%。其中,超大单净流出870.79万 元、占成交额5.47%,大 ...
对话TCL中环:以BC专利、轻质化创新实现差异化破局!揭示“以销定产”市场导向策略
Xin Lang Cai Jing· 2025-06-16 06:02
文/新浪财经上海站 陈秀颖 光伏行业的凛冬寒风依旧,然而TCL中环已于暗夜中点亮新的灯塔。 2025年6月12日下午,位于上海SNEC的TCL展厅中央正在展示六款具有行业领先水平的BC及TOPCon系 列光伏组件产品,每一处细节都凝聚着对光能价值的深度理解和极致追求,驱动着光伏应用的边界不断 拓展。 而展厅侧的一间会议室内,TCL中环召开了光伏组件技术创新媒体群访会,TCL中环副总裁兼电池组件 BG长鞠霞首次深入阐述了BC、叠瓦及轻质组件三大核心产品方向,旗帜鲜明地提出"以销定产,技术 破冰"的市场导向策略,为穿越行业周期迷雾指明航向。 道阻且长,行则将至。面对众多记者,他目光炯炯,透露出坚定与自信,坦言面对行业低谷须坚守,亦 须突围。 提问:TCL中环目前布局了BC、TOPCon、叠瓦多条技术路线,未来将重点发展哪条路线? 负责人:这三条路线我们都持续投入。其中,叠瓦技术是我们的独家专利技术。在BC技术方面,我们 拥有深厚的积累,是全球最早投入研发的企业,未来会重点投入并提升其比重。TOPCon则是行业通用 技术。整体而言,技术布局高度以市场为导向,根据需求动态调整。目前,BC技术是我们重点投入和 看好的方 ...
华泰证券上调周大福评级至“买入” 料黄金借贷亏损收窄
news flash· 2025-06-16 06:01
金十数据6月16日讯,华泰证券发表研报指,周大福(01929.HK)日前公布截至今年3月底止年度业绩,收 入按年下跌17.5%至896.6亿元,净利润则按年跌9%至59.2亿元,仍高于该行预测的56.9亿元,相信是由 于期内产品结构改善,以及金价上升带动毛利率超出预期。管理层透露今年4至5月中国内地、港澳及其 他市场同店销售较去年同期下跌2.7%及升1.3%,当中内地业务跌幅较1月至3月份大幅收窄超过10个百 分点。该行指,周大福销售前景向好、计价产品销售占比减少推动产品结构持续改善,加上黄金借贷亏 损有望收窄,因此将评级上调至"买入",目标价从8.5港元上调至16港元。 华泰证券上调周大福评级至"买入" 料黄金借贷亏损收窄 ...
中信建投:算力板块景气依旧 可结合基本面和估值择优布局
智通财经网· 2025-06-16 06:01
智通财经APP获悉,中信建投发布研报称,市场对通信行业分歧较大,一方面是算力板块目前的景气度 依旧,2026年依然乐观,但由于AI应用迟迟未爆发,资本开支阶段性放缓、甚至下滑的担忧无法消除; 另一方面是从交易层面来看,市场更偏好景气度投资,喜欢拐点,不喜降速,不愿意反复交易"老标 的"。该行认为,分歧短期无法消除,但也没有证据表明担忧必成现实,因此不宜对板块过度悲观。一 是算力板块可以精选配置,可以结合基本面和估值择优布局;二是运营商依然可以作为当下市场的重点 配置;三是从景气度拐点角度,可以重视军工通信,以及海缆、控制器与物联网板块。 中信建投主要观点如下: 算力板块目前的景气度依然较高,从Token的增长情况来看,中长期展望依然乐观。但由于尚缺爆款应 用,短期的分歧无法消除,因此也需紧盯微观变化。建议锚定行业景气度变化和估值水平进行投资。一 是优选北美算力产业链公司进行配置,光模块和CPO环节持续推荐新易盛、中际旭创、天孚通信、源杰 科技、太辰光等,二是持续关注国产算力链相关公司,如华工科技等。 建议关注军工通信、控制器、物联网和海缆板块的边际变化 电信运营商经营稳健,系优质红利资产,持续推荐 一是综合考 ...
翰宇药业制剂矩阵:三靶点减肥创新药及近20种制剂面向全球
Zheng Quan Shi Bao Wang· 2025-06-16 05:57
Core Insights - Hanyu Pharmaceutical (300199) has recently conducted investor research, discussing the progress of the HY3003 new drug project, its layout in the innovative drug field, and overseas market expansion [1][2] Group 1: HY3003 New Drug Project - The HY3003 project has completed preclinical candidate compound screening and raw material process development, officially entering the raw material pilot scale-up phase, which validates the producibility of the molecular structure for subsequent IND application and clinical transformation [1] - HY3003 is a GLP-1R/GIPR/GCGR receptor agonist developed using AI peptide chip technology, aimed at weight loss indications [1] - The project employs a multi-formulation parallel development strategy, including weekly, ultra-long-acting monthly, and oral formulations, with the ultra-long-acting formulation designed to reduce dosing frequency and improve medication adherence [1] Group 2: siRNA and Other Drug Developments - The company is also developing siRNA drugs such as Inclisiran and Zilebesiran for treating high cholesterol and hypertension, as well as Pegcetacoplan for treating geographic atrophy [1] Group 3: Overseas Market Expansion - Currently, the company's raw materials are sold to over 20 countries and regions, with formulations licensed in over 90 countries and regions [2] - The company has signed cooperation agreements for the semaglutide injection (weekly formulation) and oral tablets in markets including China, Brazil, Egypt, Mexico, Eurasian Union, GCC member countries, and North Africa [2] - The company has completed the enrollment of all participants in the Phase III clinical trial for semaglutide injection as of January this year, with plans to submit for approval in China by 2026, followed by the US and other global markets [2] Group 4: Future Pipeline - Hanyu Pharmaceutical has a rich pipeline of peptide and small nucleic acid formulations, planning to launch no less than 20 formulations over the next 10 years, including innovative drugs, micro-innovative drugs, and ANDA [2]