贝塔投资智库·2025-05-20 03:55Market Performance - Contemporary Amperex Technology Co., Ltd. (CATL) opened high with a rise of over 12% on its first day, with a profit of 3,300 HKD per lot, currently up over 17% [1] - SF Holding Co., Ltd. (SF Express) increased by over 3%, with April logistics business volume growing by 29.99% year-on-year, maintaining a good growth trend [1] - Rongchang Biopharmaceuticals (Rongchang Bio) rose over 10% due to the new indication for Vedicis monoclonal antibody, with Q1 performance slightly exceeding expectations [1] - Bruker Corporation (Bruker) increased over 4%, reaching a new high, with expectations to enter the Hong Kong Stock Connect in June, boosting valuation [1] - Chaoyun Group (Chaoyun) rose over 11%, driven by the increasing popularity of the pet economy [1] - Pharmaceutical stocks collectively rose, with a significant increase in shares of 3SBio (3SBio) up over 34%, and other companies like CSPC Pharmaceutical Group and Zhaoke Ophthalmology also seeing gains [1] - Xiaomi Group (Xiaomi) increased nearly 4%, with multiple new products expected to be launched this week, including self-developed chips and the first SUV [1] Financial Highlights - Leap Motor (Zero Run) rose over 3%, reporting Q1 revenue of 10.02 billion CNY, a year-on-year increase of 187.1%, primarily due to a 162.1% increase in sales [2] - SF Instant Delivery (SF Same City) rose over 5%, benefiting from intensified competition in the instant consumption market [2] - Alibaba Pictures (Alibaba Pictures) surged over 17%, with revenue reaching 6.702 billion CNY for the year ending March 31, 2025, a 33% year-on-year increase, and adjusted EBITA achieving profitability for five consecutive years [2] - H&H International Holdings (H&H) rose over 15%, with significant growth in infant formula and stable growth in the pet business [2] US Market Movements - Ryanair (RYAAY.US) rose nearly 8%, with last fiscal year's profits meeting the upper limit of expectations and a plan to repurchase 750 million euros in shares [3] - Novavax (NVAX.US) increased over 15% after receiving FDA approval for its COVID-19 vaccine [3] - UnitedHealth Group (UNH.US) rebounded over 8% after previously experiencing a significant drop in stock price [3] - ZIM Integrated Shipping Services (ZIM.US) rose nearly 6%, with major shipping companies announcing increases in spot freight rates [3] - CoreWeave (CRWV.US) rose nearly 8%, reportedly securing a new order worth 4 billion USD [3]