贝塔投资智库·2025-05-28 03:57Group 1 - Xiaomi Group reported a 47.4% year-on-year revenue increase to 111.3 billion yuan in Q1, with adjusted net profit rising 64.5% to 10.7 billion yuan, both hitting record highs [1] - Tencent Music's Q1 online music revenue grew 15.9% year-on-year to 5.8 billion yuan, with paid users reaching 122.9 million and ARPPU increasing to 11.4 yuan [1] - Zhejiang Shibao's stock rose over 9% as the company secured multiple projects in the steer-by-wire sector, with expected production in 2026, benefiting from the growing demand for L3+ autonomous driving [1] Group 2 - Miniso's Q1 revenue increased by 18.9% to 4.43 billion yuan, but net profit attributable to shareholders fell 28.5% to 420 million yuan, marking the first quarterly profit decline in three years [2] - Nuclear power stocks surged, with China National Nuclear Corporation rising 11.84% and China General Nuclear Power Corporation up 8.57%, driven by U.S. plans to build 10 large nuclear power plants by 2030 [2] - Jitu Express saw its stock rise over 3%, with a logistics network covering over 17,000 islands in Southeast Asia and a market share of 39% in the region [2] Group 3 - Alibaba Pictures' stock increased over 8% as the company plans to rebrand as "Damai Entertainment Holdings Limited," with its ticketing and investment business seen as a stabilizer for performance [3] - Junshi Biosciences' stock rose over 4% after its PCSK9-targeted drug received approval for two new indications, filling a clinical demand gap [3] - Kuaishou's Q1 revenue grew 10.9% year-on-year to 32.608 billion yuan, with adjusted net profit increasing by 4.4% to 4.58 billion yuan [3] Group 4 - SF Express's stock rose over 6%, with a significant increase in delivery volumes during the May Day holiday, particularly in supermarkets and last-mile deliveries [4] - Honghua Group's stock opened up over 14% after securing a 1.5 billion yuan order for smart drilling rigs, indicating international market recognition [4] - H&H International's stock rose over 4%, driven by increased online sales of its anti-aging products amid a growing aging population [4] Group 5 - Yiming Anke's stock rose over 5% as it announced a Phase II trial for a lung cancer treatment, with initial data expected later this year [5] - Meizhong Jiahe's stock increased over 6% after announcing significant progress in cancer precision diagnosis technology [5] - Guofu Hydrogen Energy's stock rose over 4% as the company plans to redirect 78.1 million HKD in fundraising towards hydrogen energy projects [5]