港股泡泡玛特(09992.HK)涨超8%。消息面上，泡泡玛特登上美国App STORE购物榜第一 、总榜第四。 ...

2024年，达势股份（即"达美乐中国"）交出了一份亮眼的成绩单。作为达美乐比萨在中国大陆及港澳地 区的独家总特许经营商，该公司凭借高效的运营策略和精准的市场定位，在餐饮行业整体承压的背景 下，实现了收入与利润的双增长，并进一步巩固了其在比萨赛道的领先地位。 高速增长下的全面盈利 规模效应下的利润率优化 2024年全年，达势股份总收益达43.14亿元，同比增长41.4%，较2023年的30.51亿元显著提升。其中， 新增长市场贡献收入26.65亿元，同比激增77%，占总收益比例从49.4%提升至61.8%，成为核心增长引 擎。净利润方面，归母净利润为5520万元，而经调整净利润更是从2023年的880万元飙升至1.31亿元， 增幅高达1394.2%，反映出公司剔除一次性因素后的实际盈利能力大幅增强。 分区域来看，上海、北京等成熟市场收入增长6.8%至16.5亿元，新增长市场则通过新增220家门店及同 店销售增长，贡献了77%的收入增幅。这种"成熟市场稳存量、新市场拓增量"的策略，有效平衡了增长 质量与速度。 尽管面临原材料、租金和人力成本的上升压力，达势股份通过精细化运营实现了利润率提升。2024年， 原材料成 ...

港股药品股集体下跌，三生制药(01530.HK)跌超8%，中国生物制药(01177.HK)跌超2%，翰森制药 (03692.HK)、石药集团(01093.HK)跌超1%。 ...

Group 1 - Hong Kong property stocks collectively weakened, with major declines observed in several companies [1] - Aoyuan Group (03383.HK) and China Jinmao (00817.HK) both fell over 4% [1] - China Resources Land (01109.HK) dropped more than 3%, while Vanke Enterprises (02202.HK), Greentown China (03900.HK), and Yuexiu Property (00123.HK) all saw declines exceeding 3% [1]

截至发稿， 金辉控股(09993.HK)跌6.87%、 万科企业(02202.HK)跌3.85%、 绿城中国(03900.HK)跌 3.28%、 华润置地(01109.HK)跌3.14%。 ...

Core Viewpoint - Company maintains revenue and non-GAAP net profit forecasts for 2025 and 2026, with an outperform rating and target prices of $99 for US shares and HK$96 for Hong Kong shares, based on SOTP valuation method corresponding to 11x/10x non-GAAP P/E for 2025/2026 [1] Group 1: AI Model Development - Company released Wenxin 4.5 Turbo and X1 Turbo, featuring a fully evolved multimodal architecture with upgrades in visual understanding and enhanced capabilities in logic reasoning and coding [2] - Pricing for 4.5 Turbo and X1 Turbo has been significantly reduced, with input/output prices dropping to 0.8 RMB/3.2 RMB and 1.0 RMB/4.0 RMB respectively, representing 40% and 25% of previous models [2] - Company launched a self-developed 30,000-card cluster to support large-scale parallel model training and fine-tuning, enabling SMEs to access large model capabilities at lower costs and higher stability [2] Group 2: AI Application Commercialization - Company introduced "Cangzhou OS" as a content operating system, with AI note-taking features on Baidu Cloud and Baidu Wenku, achieving monthly active users of 97 million and 80 million respectively [3] - The company opened its no-code platform "Seda" to the public in March, launching a multi-agent collaboration app "Xinxiang" covering over 200 task types, with plans to expand to 100,000 scenarios [3] - A digital human development toolchain has been made available for e-commerce and customer service, with over 100,000 digital humans deployed [3] Group 3: MCP Ecosystem Development - Company launched e-commerce transaction and search MCP services, enabling developers to access full-chain capabilities for product search and payment fulfillment [4] - The Qianfan platform is now fully compatible with MCP protocols, allowing developers to convert existing SDKs into MCP tools with one click [4] - The first MCP Store has been launched, aggregating open-source tools for developers, while core products like Baidu Maps and Cloud have opened MCP service capabilities [4]

港股医药股走低 康方生物跌超15% 智通财经4月28日电，截至发稿，康方生物(09926.HK)跌15.07%、宜明昂科-B(01541.HK)跌9.75%、再鼎 医药(09688.HK)跌6.43%、加科思-B(01167.HK)跌5.37%、腾盛博药-B(02137.HK)跌5%。 ...

Group 1: Real Estate Developments - Beijing Haidian District has launched pre-application for two residential land plots in Baoshan Village, covering a total area of 52,600 square meters and a total construction area of 110,500 square meters, with a starting transaction price of 6.045 billion yuan [1] - In Sichuan, the provincial government has unified the standards for ordinary and non-ordinary residential properties, and introduced a policy for exemption from land value-added tax under specific conditions [3] Group 2: Housing Loan Policies - In Shaoguan, Guangdong Province, the maximum loan amount for purchasing the first home using housing provident fund has been increased from 700,000 yuan to 800,000 yuan, effective from April 27, 2025 [2] Group 3: Corporate Financial Performance - Xinda Real Estate reported a net loss attributable to shareholders of 209 million yuan in Q1 2025, with operating revenue of 518 million yuan, a year-on-year decline of 34.22% [5] - The company also reported a non-recurring net profit of -206 million yuan, a decrease of 1.09% year-on-year, with basic earnings per share at -0.07 yuan [5] Group 4: Corporate Financing Activities - China Resources Land issued 2.5 billion yuan of medium-term notes with a term of 5 years and an interest rate of 2.19%, with an issuance amount reaching 2.5 billion yuan against a maximum of 4 billion yuan [4]

耀才证券金融大涨超60% 获蚂蚁财富溢价收购 智通财经4月28日电，截至发稿，耀才证券金融(01428.HK)涨60.66%。根据公告，上海云进信息技术有 限公司通过旗下子公司蚂蚁财富，以每股3.28港元的价格向耀才证券发起要约收购，较股份于最后交易 日在联交所所报的收市价每股2.79港元溢价约17.6%。 ...

港股耀才证券金融(01428.HK)大涨逾60%，公司拟获蚂蚁控股溢价约17.6%提全购要约。 ...