大和发布研报称，维持顺丰同城(09699)目标价20港元，重申"买入"评级。大和上调对顺丰同城2025- 2027年每股盈利预测6-7%，反映收入前景好于预期。 该公司想要将其市场份额提高至50%，和山姆超市的合作，可以处理山姆50%的新仓库订单，尽管这仅 贡献顺丰同城收入1%。未来该公司将会有更多现有仓库的合作订单。另外，大和相信顺丰同城也将受 惠于母公司电商包裹量的增加。 大和看到有积极的多年收入增长前景。未来3-5年，管理层预计收入从2025年起不仅仅翻一番。大和 称，业务增长前景基于客户便利需求增长，这可以长期持续。 ...

Core Viewpoint - Xpeng Motors (09868) shares rose over 4%, currently trading at 81.65 HKD, following the announcement of its first range-extended SUV, the Xpeng G7 Super Range Extender, which features the latest range-extending technology [1][1]. Group 1: Product Launch - The Xpeng G7 Super Range Extender was officially unveiled on September 12, featuring a pure electric range of 430 km and equipped with an 800V high-voltage platform and 5C supercharging AI battery [1][1]. - The vehicle is designed to offer both long-range capabilities and fast charging advantages [1]. Group 2: Future Plans - Xpeng's CEO, He Xiaopeng, indicated at the Munich Auto Show that future models will generally feature "dual energy" capabilities, launching both pure electric and super range extender versions for the global market [1][1]. - The Xpeng P7+ is planned to launch a super range extender version in 2026, also featuring a 5C supercharging AI battery, with an expected pure electric range of approximately 400 km [1].

今日（9月12日），巨星传奇（06683.HK）股价盘中异动，突然拉起一度涨超20%，截至发稿该股票报 价每股12.95港元，上涨16.85%。 据证券时报消息，巨星传奇和宇树科技共同打造的"巨星狗"将在9月13日上海旅游节开幕式花车巡游首 次公开亮相。"巨星狗"是明星IP+潮玩+科技的融合体，具备陪伴功能与社交属性。 在今年上半年，巨星传奇收入3.55亿元，同比增长33%。巨星传奇表示，在2025年下半年，公司拟专注 于"周同学"及其家族以及其他明星IP为主的自主研发IP相关产品的进一步开发。 每日经济新闻综合公开信息、证券时报 ...

智通财经APP获悉，极智嘉-W(02590)早盘涨近7%，截至发稿，涨5.77%，报23.46港元，成交额5585.56 万港元。 消息面上，极智嘉近期深化全球合作。极智嘉与屈臣氏集团扩大合作，打造比荷卢地区首个机器人履约 项目；极智嘉携手合作伙伴 ECC为南非电商巨头 Takealot 集团打造的首个自主移动机器人项目斩获非 洲供应链卓越奖；公司与美国仓库执行软件及系统集成领域的领军企业VARGO、美国供应链系统集成 领域的领导者Zion Solutions Group达成战略合作。此外，极智嘉三大拣选方案亮相英国IMHX 2025展 会。 兴业证券发布研报称，极智嘉是全球仓储履约AMR龙头，核心算法构筑壁垒，三大方案满足客户核心 诉求，布局具身智能拓展长期空间；公司业务触达全球，出海表现卓越，客户复购率高；规模效应渐 显，潜在业绩弹性大。国信证券则指出，公司设立具身智能公司，提升机械手拣货、通用机器人制造等 能力，未来公司智能化优势、规模效应有望逐步显现。 ...

Core Viewpoint - Pop Mart (09992) shares rose over 3%, currently up 3.66% at HKD 283.4, with a trading volume of HKD 2.886 billion [1] Group 1: Product Launch - Pop Mart's jewelry brand popop announced the launch of its first gold series products featuring the IP Baby Molly, including gold beads, pendants, gold bars, and ornaments, priced between RMB 980 and RMB 56,800 [1] - The new product line will officially be available in popop stores in Beijing and Shanghai starting September 12 [1] Group 2: Analyst Outlook - UBS research report maintains an optimistic outlook on Pop Mart's fundamentals, stating that the recent stock price correction creates a buying opportunity ahead of expected short-term catalysts, including Halloween new products and the 15th anniversary series launch, as well as the key Christmas sales season [1] - UBS reiterated a "Buy" rating for Pop Mart with a target price of HKD 432 [1]

极智嘉-W(02590)早盘涨近7%，截至发稿，涨5.77%，报23.46港元，成交额5585.56万港元。 消息面上，极智嘉近期深化全球合作。极智嘉与屈臣氏集团扩大合作，打造比荷卢地区首个机器人履约 项目；极智嘉携手合作伙伴ECC为南非电商巨头Takealot集团打造的首个自主移动机器人项目斩获非洲 供应链卓越奖；公司与美国仓库执行软件及系统集成领域的领军企业VARGO、美国供应链系统集成领 域的领导者Zion Solutions Group达成战略合作。此外，极智嘉三大拣选方案亮相英国IMHX2025展会。 兴业证券发布研报称，极智嘉是全球仓储履约AMR龙头，核心算法构筑壁垒，三大方案满足客户核心 诉求，布局具身智能拓展长期空间；公司业务触达全球，出海表现卓越，客户复购率高；规模效应渐 显，潜在业绩弹性大。国信证券则指出，公司设立具身智能公司，提升机械手拣货、通用机器人制造等 能力，未来公司智能化优势、规模效应有望逐步显现。 ...

Core Viewpoint - Xiaopeng Motors (09868) has seen a stock increase of over 4%, currently trading at 81.65 HKD with a transaction volume of 770 million HKD, following the announcement of its first range-extended SUV, the Xiaopeng G7 Super Range Extender [1] Group 1: Product Launch - The Xiaopeng G7 Super Range Extender features the latest generation of Xiaopeng's range-extending technology, offering a pure electric range of 430 km [1] - The vehicle is equipped with an 800V high-voltage platform architecture and a 5C supercharging AI battery, which provides advantages in both long-range and fast charging [1] Group 2: Future Plans - CEO He Xiaopeng announced at the Munich Auto Show that future Xiaopeng models will generally achieve "dual energy" capabilities, launching both pure electric and super range-extended versions for the global market [1] - The Xiaopeng P7+ is planned to launch a super range-extended version in 2026, also featuring a 5C supercharging AI battery, with an expected pure electric range of approximately 400 km [1]

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"。 中国餐饮市场规模庞大,行业原材料成本居高不下,餐饮业降本增效需求强烈。预制菜在标准 化、集约化的生产加工模式下,能够提升出餐效率,减少后厨面积和所需工作人员,大幅降低餐厅 运营成本。《2022年中国连锁餐饮行业报告》数据显示,餐饮企业使用预制菜后,整体成本占比 可下降8%。 当前,越来越多的餐饮企业通过布局中央厨房或与预制菜生产企业合作的方式引入预制菜。其 中,头部连锁餐饮企业预制菜使用率较高。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。伴随我国餐饮行业连锁化率不断提升,追求标 ...

Group 1 - The core viewpoint of the article highlights that Pop Mart (09992) has seen a stock price increase of over 3%, currently trading at 283.4 HKD with a transaction volume of 2.886 billion HKD [1] - Pop Mart's jewelry brand, popop, has officially launched its first gold series products featuring the IP Baby Molly, with prices ranging from 980 to 56,800 CNY [1] - UBS maintains an optimistic outlook on Pop Mart's fundamentals, viewing the current stock price pullback as a buying opportunity ahead of upcoming product launches for Halloween and the 15th anniversary series, as well as the critical Christmas sales season [1] Group 2 - UBS reiterated a "Buy" rating for Pop Mart, setting a target price of 432 HKD [1]

摩根士丹利发布研报称，予海底捞(06862)目标价17.5港元及"增持"评级。8月海底捞火锅的翻桌率同比 略有增长，较7月的年比持平略有改善。 8月海底捞火锅新开2家店，海底捞正在升级更多门店，提供差异化的服务和消费场景，以刺激需求，例 如宵夜、宠物友善、家庭型等。大摩认为，需要重点关注阿里巴巴-W(09988)高德地图上推出的人工智 能餐厅排名功能将如何影响堂食需求。 ...