今年年初至今，创新药一跃成为港市涨幅最大的板块，超过30家创新药企股价实现翻倍，而北海康成-B(01228)以半个月2.5倍的股价涨幅名列前茅。 乘市场东风，流动性回暖 6月以来，北海康成在二级市场最大的变化除了高涨的股价外，便是显著放大的成交量，而这与今年港市整体流动性回暖息息相关。 据智通财经APP了解，今年以来，港股市场无论是从表现还是成交活跃度方面都明显提升，Wind数据显示，截止今年5月，恒生与恒生科技年内涨幅均超过 了15%，在全球主要指数中位列前茅。成交活跃度上，截至5月，年初以来港股主板日均成交额近2500亿港元，明显高于2024年全年日均1318亿和2023年日 均1049亿港元。在此背景下，一些港股所独有的行业结构如新消费、互联网、创新药在结构性行情下更是凸显优势。 智通财经APP观察到，6月以来，北海康成股价出现"旱地拔葱"式拉升，在6月的前11个交易日内，公司股价有5个交易日的单日涨幅超过15%，其中6月12日 和13日，北海康成股价分别大幅收涨26.54%和58.54%。得益于此，北海康成在今年6月月度股价最高涨幅达到252.94%。 北海康成之所以能在今年6月掀起一波大涨行情，离不 ...

大部分丢掉蓬勃野心的人，都很难说清楚关键的那一刻是如何发生的。 曹操出行或许也是如此。 6月10日，曹操出行通过港交所上市聆讯，让业界再次关注到这位出行赛道的老选手。 它有豪门出身，2015年由吉利孵化，直接走重资产的B2C模式。它积极求变，拓展过电商和本地生活业务，在滴滴陷入麻烦时 积极挖墙脚、抢市场。但多年努力下来，它也没能撼动滴滴在市场的绝对优势。最终，它灵活转身，成为滴滴聚合打车服务的 供应商。 这种转变，一定程度上呼应了过去十年的创业趋势。理想主义更多让渡给现实主义，创业者们都忙着积攒生存筹码。 对于曹操出行，此次上市募资，亦是如此。根据公开消息，曹操出行此次发行价为41.94港元，计划全球发售4417.86万股股 份，预计募资总额为18.53亿港元，将用于拓宽市场、提升现有业务、投资新业务，以及偿还将于2025年9月到2026年2月到期、 本金达6.26亿元且年利率在3%以上的银行借款。 按照每股发行价计算，曹操出行目前估值在228.23亿港元左右。包括梅赛德斯-奔驰在内的6名基石投资者将认购2264.24万股， 约9.52亿港元。 不过，从目前的反应来看，二级市场的普通投资者，对曹操出行的认购不 ...

Group 1 - Chen Qiang has been appointed as the new head of Yuexiu Group, bringing extensive experience in the real estate sector, which raises expectations for Yuexiu Real Estate [1][2] - Yuexiu Group aims to become one of the world's top 500 companies by setting ambitious targets for asset scale, revenue, and profit during the 14th Five-Year Plan [1][2] - Yuexiu Real Estate is currently facing a development bottleneck, with stagnation in both scale expansion and profit growth [1][2] Group 2 - Under Chen Qiang's leadership, the focus will be on developing a new growth blueprint for Yuexiu Real Estate, which is crucial for the company's breakthrough [2] - Chen Qiang has a strong background in urban development, having been involved in significant projects like the Guangzhou New Central Axis and Guangzhou Tower [3][4] - In 2024, Yuexiu Group reported an asset scale of 1,138.5 billion yuan, a 7% increase year-on-year, with revenue of 135.6 billion yuan, up 3% [7][8] Group 3 - Yuexiu Real Estate contributed over 60% to Yuexiu Group's revenue, achieving approximately 86.4 billion yuan in revenue in 2024, a 7.7% increase year-on-year [7][8] - Despite being the most important business segment, Yuexiu Real Estate's profit performance is concerning, with core net profit dropping by 54.4% to 1.59 billion yuan in 2024 [7][8] - In the first five months of 2025, Yuexiu Real Estate's contract sales amounted to approximately 50.7 billion yuan, a 26.5% increase year-on-year, although May's sales saw a decline of about 4.9% [8]

2025财年，周大福珠宝集团不出意外地营收、净利双下滑。 近日，周大福公布了截至2025年3月31日止年度的全年业绩。2025财年，周大福营业额896.56亿港元， 同比下降17.5%；虽然经营溢利同比增长9.8%至147.46亿港元，但归母净利润同比下降9.0%，为59.16亿 港元。经营溢利得以增长，周大福认为主要得益于产品组合的优化和严格的成本管理；但金价波动导致 黄金借贷公允值损失达61.8亿港元，影响了2025财年的归母净利润。 短短一年时间里，周大福在中国内地市场净关闭896家门店。 整个2025财年，周大福都在忙于战略转型，包括关闭低效门店，开设体验店，加大黄金产品的设计溢 价、工艺附加值，全品类增加毛利率高的定价产品等。然而"大船难调头"，拥有6000余家门店的周大 福，在今年年初，被上市不足一年、仅拥有36家门店的老铺黄金赶超市值。截至6月17日，老铺黄金市 值1522亿港元，已经远超周大福1270亿港元。 在日益同质化且快速迭代的黄金珠宝赛道，周大福的龙头地位能否稳固，已不再取决于门店数量，而在 于其能否彻底革新价值主张，以匹配甚至引领新的市场规则。6月17日，周大福发布公告，宣布拟发行 ...

（文章来源：证券时报网） 今年以来该股累计进行47次回购，合计回购7395.70万股，累计回购金额325.37亿港元。（数据宝） 腾讯控股回购明细 | 日期 | 回购股数（万股） | 回购最高价（港元） | 回购最低价（港元） | 回购金额（万港元） | | --- | --- | --- | --- | --- | | 2025.06.18 | 99.00 | 510.000 | 503.500 | 50071.13 | | 2025.06.17 | 98.00 | 514.000 | 507.000 | 50046.48 | | 2025.06.16 | 98.50 | 511.000 | 505.000 | 50014.39 | | 2025.06.13 | 98.20 | 515.000 | 506.500 | 50038.28 | | 2025.06.12 | 97.50 | 518.000 | 508.000 | 50031.85 | | 2025.06.11 | 96.90 | 518.000 | 514.500 | 50052.03 | | 2025.06.10 | 97.30 | 520.0 ...

6月18日，港股医美企业完美医疗（01830.HK）迎来一场血色星期三;，公司股价单日暴跌18.7%，报 1.87港元/股，公司市值仅剩23.49亿港元，单日蒸发数亿港元。 这一切的导火索，是一则看似普通的盈警公告：公司预计截至2025年3月31日的财年的归母净利润为 2.05亿港元至2.10亿港元，相比上一年度的3.16亿港元，同比下滑最多约35%。 业绩缩水三成，港股投资者直接用脚投票，先走为上。 对于完美医疗业绩变脸，主因或是香港经济不景气及消费情绪低迷;。 俗话讲市况唔好、银包紧;时，最先被削减的往往是医美消费这类非刚性需求。公司还坦言，越来越多 的本地消费者转身奔向深圳和韩国寻找性价比之选;。 资料显示，完美医疗主要业务包括医疗美容、生发医疗、痛症医疗、睡眠医疗等等，公司主营业务在香 港，该地区收入占比超过80%（截至2024年9月末的数据） 业内人士指出，深圳医美机构数量近年来激增，性价比较高，大量分流香港中高端客户，韩国在医疗美 容领域的统治力更不必说，其产业链高度成熟，面对中国客户推出种种优惠措施，这也导致北上消费; 成为风潮，在外部竞争挤压下，深耕香港的完美医疗受到波及，其美丽生意;面临失守 ...

中国电力公告，公司已于2025年6月18日与中电国际、广东公司及揭阳电力订立股权转让协议，同意收 购及广东公司出售揭阳电力35%的股权，代价为3669.35万元人民币，另加交割后的资本承担5.59亿元人 民币，合共5.95亿元人民币(约相等于654,169,000港元)。股权转让完成后，揭阳电力将成为中国电力联 营公司，并以权益法入账。代价将由集团内部资源筹措。 ...

——王宁，节选自《因为独特》 国内潮玩巨头泡泡玛特旗下产品LABUBU最近正在风靡全球。 这款潮玩产品在国外究竟有多火？根据俄罗斯媒体6月9日的消息，伊尔库茨克机场海关人员查获一批试图非法入境网红玩具LABUBU，共计282盒，由旅 客个人携带入境，或将面临行政处罚。 "我觉得创业是枯燥的，创业每一天都有很细碎的小问题。如果有大问题，大家就一起面对、解决。创业是日复一日的，不是像电影、电视剧里演的，好 像就那么几个大的核心选择，做对了就一飞冲天，做错了就怎样怎样，其实它是很关注细节的，每一天都是。" "这个行业早期就叫作艺术家玩具或者设计师玩具。或者你这么理解，大家通常喜欢把绘画、雕塑描述为艺术，一个重要的原因是他们没有功能，就是一 种纯粹的表达，不管表达的是什么。可能有些人能看懂，有些人看不懂，但它只是纯粹的表达。它是一种文化，大家愿意为这种文化付费。潮玩跟艺术贴 近，它没功能，它不是一盏台灯，不是一种生活用品，它是绘画和雕塑的结合，但它也有表达。" 01 从MOLLY到CRYBABY，泡泡玛特的爆款逻辑从来不是 "偶然" 换言之，有人正在向俄罗斯"走私"LABUBU，从侧面可以看出LABUBU在俄罗斯市场 ...

Group 1 - The company announced the resignation of several directors, effective June 18, 2025, including executive directors Jiang Guoxing, Shi Lei, and Yu Jun, as well as independent non-executive directors Cao Zhongyong, Cai Minyong, Wang Pin, and Zou Fuwen [1] - New appointments were made to the tenth board of directors, with Shen Lei appointed as an executive director and Zhang Wei as the chairman and general manager, effective June 18, 2025 [1] - Zhang Wei was also appointed as the company's authorized representative, effective June 18, 2025 [1] Group 2 - Starting June 18, 2025, Zhang Wei will chair the Strategic and Investment Committee and the Environmental, Social, and Governance Committee, while Shen Lei will be a member of these committees [2] - Non-executive director Yan Na was appointed as a member of the Nomination Committee, and non-executive director Zhang Rui was appointed as a member of the Strategic and Investment Committee [2] - Independent non-executive director Shi Yanling was appointed as the chair of the Compensation and Assessment Committee and a member of the Audit Committee, Nomination Committee, and Strategic and Investment Committee [2]

Core Viewpoint - ST Bailin (002424) has applied to revoke the other risk warning on its stock, stating that internal control deficiencies have been rectified and that it meets the requirements for revocation [1][3]. Group 1: Company Actions and Compliance - In 2023, ST Bailin received a negative opinion in its internal control audit report from Tianjian Accounting Firm, leading to the implementation of other risk warnings by the Shenzhen Stock Exchange [3]. - The company has undertaken extensive internal control rectification and quality improvement efforts under the leadership of its board, aiming for "removal of the warning and turnaround" as a core task for 2024 [3][4]. - A special verification opinion from Guizhou Beidouxing Law Firm confirmed that the issues leading to the negative opinion have been resolved, and there are no new circumstances warranting risk warnings [4]. Group 2: Financial Performance - In 2024, ST Bailin achieved operating revenue of 3.825 billion yuan and a net profit of 33.62 million yuan, successfully turning a profit [4]. - The company is focusing on its "14th Five-Year" development plan, emphasizing large-scale manufacturing, multi-channel marketing, major product innovation, and industry chain integration to overcome challenges such as high social inventory of "four types of drugs" [4]. Group 3: Product Portfolio and Market Position - ST Bailin is engaged in the research, production, and sales of苗药 (Miao medicine), with key products including Yindan Xinnaotong soft capsules and Kesu Ting syrup, which hold significant market shares in cardiovascular, cough, cold, and pediatric medicine sectors [4]. - The company is actively expanding its integrated Miao medicine project centered around Tang Ning Tong Luo, aiming to broaden its market reach [4].