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港股异动 | 药捷安康-B(02617)涨超50%破顶 不到三个月股价飙涨21倍 总市值突破1100亿港元
智通财经网· 2025-09-15 06:10
消息面上,上交所、深交所近日发布公告,药捷安康被调入港股通标的名单,自9月8日起生效。9月10 日,药捷安康公布,公司核心产品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2025年9月10日 获得国家药品监督管理局的临床默示许可。 智通财经APP获悉,药捷安康-B(02617)涨幅扩大逾50%,该股于6月23日上市,不到三个月时间,当前 股价较招股价13.15港元累计飙涨21倍。截至发稿,涨49.09%,报287港元,成交额21.99亿港元,总市 值突破1100亿港元。 值得注意的是,据招股书,药捷安康创始人吴永谦持股比例达32.98%,叠加其他机构持股,市场流通 盘有限。从交易数据看,截至发稿,该股振幅高达71%,换手率仅3.14%。另外,该公司中期业绩显 示,今年上半年未取得主营业务收入,其他收入及收益由2024年上半年的1040万元下降至360万元,降 幅达65.1%;上半年录得税前亏损1.23亿元,相较于2024年同期亏损的1.6亿元有所改善。 ...
小鹏汽车:将一如既往持续履行60天以内支付账期的承诺,严格执行货物及时验收、高效对账与准时结算
Ge Long Hui· 2025-09-15 06:07
【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15日|小鹏汽车官微发文称,积极响应行业协会倡议与工信部号召,全面贯彻落实工信部的 指导精神。将一如既往持续履行60天以内支付账期的承诺,严格执行货物及时验收、高效对账与准时结 算,全力保障合作伙伴安心经营、稳健发展。未来,将继续与产业链上下游企业携手,共同构建更加稳 定、互利共赢的合作关系,持续推动健康、可持续、高质量发展的汽车产业生态建设,与伙伴共享发展 成果。 ...
2025年服贸会“全球绿色经济发展论坛”热议SDGs实现路径
Zhong Guo Jing Ji Wang· 2025-09-15 05:57
中国社会工作联合会会长陈存根表示,将推动可持续发展目标落实到各个组织和企业的行动上,ESG理 念和体系是核心框架和重要举措。要更大力度加快构建科学规范、中国特色、国际接轨的ESG评价体 系,推动政产学研社协同联动,构建多元共治新格局。 北京市人民政府副秘书长韩耕指出,北京市以新时代首都发展为统领,全力打造绿色发展的高地,把建 设国际绿色经济标杆城市纳入正在制定的"十五五"规划,全力推进绿色经济的发展。下一步北京市将围 绕"绿色技术""绿色产业培育""产业绿色化转型升级""绿色经济发展的良好政策环境"四个方面的重点任 务,加快推进国际绿色经济标杆城市的建设。 此次论坛还落地了多项重要成果:不仅创建了链接联合国与国际社会的绿色经济专项平台——"联合国 可持续发展目标绿色经济解决方案生态伙伴联盟",还发布了《2025年绿色发展报告(中英双语)》等5 项最新研究成果与标准,为全球绿色经济发展提供了实践参考与路径指导。 中国经济网北京9月15日讯(记者 杨秀峰) 9月12日,2025年服贸会"全球绿色经济发展论坛"在首钢国 际会展中心举办。来自联合国及欧盟委员会官员,美国、巴西、比利时、德国、爱尔兰、印度尼西亚、 俄罗 ...
百胜中国刘丽:探索反食品浪费公益之路,“食物驿站”构建管理新范式
Zhong Guo Jing Ji Wang· 2025-09-15 05:57
Group 1 - The core theme of the 16th China Food Safety Forum is "Honesty and Lawfulness, Sharing Food Safety," emphasizing the importance of food safety and waste reduction in the food industry [2] - KFC, a subsidiary of Yum China, has integrated food waste reduction into its brand development strategy, establishing a new paradigm for food surplus management in the restaurant industry through its "Food Station" initiative [2][3] - The Chinese government has implemented a series of policies to combat food waste and ensure food security, including the 2021 Anti-Food Waste Law and the 2024 Action Plan for Food Conservation and Anti-Food Waste [2] Group 2 - KFC launched the "Food Station" initiative in 2020, initially in Shenzhen and Guangzhou, to provide surplus food that is past its best-before date but still safe for consumption to those in need [3] - Over five years, KFC has improved the operational model of the "Food Station" through technology, standardizing processes and training employees to ensure proper handling of surplus food [3] - By mid-2025, KFC's Food Stations will have expanded to over 1,050 locations across more than 180 cities, achieving significant growth in its outreach [4] Group 3 - KFC aims to continue its sustainable practices by adhering to national policies on food conservation and waste reduction, focusing on demand-driven production, reduced packaging, and waste management [4][5] - The company plans to enhance the influence of the Food Station model and engage more communities in environmental initiatives, contributing to sustainable social development [5] - Yum China operates over 16,000 restaurants across six brands in more than 2,400 towns in mainland China, making it the largest restaurant company in the country [5]
同程旅行:中秋国庆假期旅游呈“短途高频 长线高质”特点
Core Insights - The report by Tongcheng Travel predicts that the upcoming Mid-Autumn and National Day holidays will see a rise in domestic tourism driven by elements like "red tourism, autumn scenery, and moon viewing" [1] - The outbound travel market is supported by continuously optimized visa-free policies, with long-haul destinations seeing a significant increase in visa issuance compared to short-haul destinations since August 2025 [1] Domestic Travel Trends - Domestic flight search volume has increased by over 30% year-on-year as of September 11, indicating a strong demand for travel during the holidays [3] - The average price of domestic flights remains stable compared to last year, with higher prices at the beginning and end of the holiday period, while mid-holiday prices are lower [3] - Popular domestic travel destinations include major cities like Beijing, Chengdu, and Shanghai, which are known for their rich cultural and natural resources [3] - Lesser-known destinations have also gained popularity, with cities like Yining and Luzhou seeing over 60% year-on-year growth in flight search volume [3] Hotel Booking Trends - High-quality hotel bookings have seen a year-on-year increase of over 20%, with "viewing" and "moon appreciation" keywords experiencing a 117% increase in search volume [5] - Certain vacation hotels have sold out their scenic room types 30 days in advance, indicating strong demand [5] - Popular autumn viewing destinations for hotel bookings include regions like Sichuan and Inner Mongolia, with over 30% growth in booking heat [5] Travel Package Preferences - High-quality hotel packages that combine accommodation, dining, and leisure activities are increasingly popular, particularly in provinces like Guangdong and Zhejiang [6] Group Travel Insights - There is a significant increase in demand for domestic group tours, with spending on long-haul group travel rising by over 20% year-on-year [8] - Popular group travel destinations include Sichuan, Xinjiang, and Qinghai, with a focus on autumn appreciation [8] International Travel Trends - International flight search volume has increased by over 60% year-on-year, with destinations in East Asia and Southeast Asia being the most sought after [10] - The introduction of visa-free policies for group tourists to South Korea has notably boosted interest in flights to Seoul and Jeju Island, with search volume doubling [10] - Outbound cruise and group travel products have also seen significant growth, with bookings for cruise products increasing by over 15% [10] Extended Holiday Opportunities - Users are expected to create extended holidays of 12 to 16 days through various leave combinations, enhancing the appeal of travel during this period [11] - Tongcheng Travel has launched promotional activities to improve the cost-effectiveness of travel during the holidays, offering a travel fund valued at 2,888 yuan [11]
港股药捷安康-B午后涨超50%
Mei Ri Jing Ji Xin Wen· 2025-09-15 05:43
(文章来源:每日经济新闻) 每经AI快讯,9月15日,港股药捷安康-B午后涨超50%,该股上个交易日收涨超77%。 ...
摩根大通下调泡泡玛特评级:暴涨后估值已达完美预期,风险收益比恶化
Hua Er Jie Jian Wen· 2025-09-15 05:35
摩根大通警告,泡泡玛特在年内一度暴涨逾200%后,"估值已达完美预期",当前入场性价比显著下降,风险收益比正快速恶化。 周一(9月15日),泡泡玛特再度大幅杀跌,最低跌至252港元/股,为8月5日以来最低水平,且较此前的纪录高位已经回调超过25%。 据追风交易台消息,在股价持续下跌之际,摩根大通亚洲消费研究主管Kevin Yin表示,泡泡玛特股价年内飙升209%,一年内上涨466%,远超恒 生指数同期32%和52%的涨幅,估值已达到完美预期水平,市场对任何基本面缺失或负面媒体报道的容忍度已大幅降低,短期风险/收益比不再占 优。 基于此,该行下调泡泡玛特的评级和目标价:评级从"增持"下调至"中性",目标价从400港元下调至300港元。 对于市场关注的核心IP Labubu热度持续性,摩根大通认为,尽管二手市场价格下滑,引发部分投资者担忧,但这并非IP热度衰退的信号,而是产 能急剧扩张的结果。 尽管下调了评级,但是摩根大通明确表示,不是建议"减持"(Underweight),仍然看好泡泡玛特的长期投资逻辑。 股价暴涨后的战术性调整:估值已"完美定价" 摩根大通此次下调泡泡玛特评级的核心逻辑非常清晰:股价涨得太快、 ...
小鹏汽车欧洲本地化生产项目启动 首批车型顺利下线
Huan Qiu Wang· 2025-09-15 05:31
来源:环球网 【环球网科技综合报道】9月15日消息,小鹏汽车近日宣布其首个欧洲本地化生产项目正式启动,首批 小鹏G6与G9车型在奥地利格拉茨的麦格纳工厂顺利实现量产下线。 据了解,小鹏汽车此次与麦格纳工厂展开深度合作,充分借助该工厂成熟的生产线资源,加速推进电动 汽车在欧洲的本地化生产进程。按照规划,除已下线的G6与G9车型外,未来该工厂还将投产更多小鹏 车型,进一步扩大本地化生产规模,以更好满足欧洲市场消费者需求。 作为较早布局欧洲市场的中国新能源汽车企业,小鹏汽车自2021年以挪威为起点进入欧洲市场后,持续 拓展全球业务版图,目前产品已覆盖全球超46个国家和地区。市场数据显示,2025年1-7月,小鹏汽车 海外销量达18701辆,同比大幅增长217%;2025年上半年,其在欧洲市场的注册量超过8000辆,其中主 力车型小鹏G6贡献了67%的销量,展现出强劲的市场竞争力。 值得关注的是,小鹏汽车位于德国慕尼黑的欧洲首个研发中心已正式启用。未来,依托该研发中心的技 术支撑,小鹏汽车计划在麦格纳工厂进一步丰富产品线,投产涵盖纯电平台轿车、中型SUV、中小型 SUV及超电车型等多个品类的产品,持续完善在欧洲市场的 ...
百奥赛图与默克达成抗体授权合作,海外收入占比近七成
Guan Cha Zhe Wang· 2025-09-15 05:26
值得关注地是,百奥赛图2025年半年报透露了该公司签约的对外授权累计多达280项,仅上半年新签约 就达80项,比去年同期增长60%。全球前十大药企中有七家是百奥赛图的抗体分子授权合作伙伴。今年 上半年,百奥赛图实现营业收入6.21亿元,同比增长51.3%,其中从海外药企合作中获得的收入占比近 70%。公司的业务覆盖了欧美及亚太多个市场,在美国波士顿、旧金山、圣地亚哥及德国海德堡均设有 研发与运营中心。 9月12日,媒体从港股"基因编辑第一股"百奥赛图获悉,该公司与德国药企默克签署一项抗体选择权与 评估协议,双方将共同开发用于核酸药物递送的抗体偶联脂质纳米颗粒(LNP)等前沿解决方案。 根据协议,默克将评估百奥赛图利用其自主知识产权RenMice平台开发的全人抗体,并拥有获得选中抗 体全球独家权利的选择权;百奥赛图则有望获得相应的首付款、里程碑付款及未来销售分成。 百奥赛图董事长、CEO沈月雷表示,双方合力探索抗体偶联脂质递送系统的潜力,不仅彰显了公司全人 抗体平台的多样性,也展现了全人抗体在传统疗法之外的广阔应用前景。"我们希望通过百奥赛图在抗 体发现方面的专业能力,结合默克在LNP领域的深厚积累,加速下一代 ...
大行评级|瑞银:预计广东省核电电价调整将有利中广核电力及上游供应商
Ge Long Hui· 2025-09-15 05:16
瑞银发表研究报告指,中广核电力管理层表示,目前广东省的核电电价政策对营运商存在不利影响,相 信相关政策会有改善,预期广东省可能考虑在2026年度电力交易方案中修订核电电价规则。该行预计公 司或成为潜在主要受益者,因预期截至明年,公司有约70%的权益装机容量位于广东省。 虽然2026年度电力交易方案细节尚未最终确定,但该行初步分析显示,若完全取消现行扣减规则,可能 为中广核电力2026财年盈利预测带来2.89亿元或的3%上行空间。另外,该行又认为上游核电设备供应 商如哈尔滨电气、应流股份及东方电气亦可能间接受惠,因项目执行能见度提升及潜在利润率恢复。 ...