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智通港股早知道 | 特朗普释放美元贬值信号 金价续创历史新高
Zhi Tong Cai Jing· 2026-01-28 00:25
【今日头条】 23年来首次全面修订 《药品管理法实施条例》将于5月15日施行 国务院总理李强日前签署国务院令,公布修订后的《中华人民共和国药品管理法实施条例》,自2026年 5月15日起施行。《条例》共9章89条,修订后的主要内容如下。 一是完善药品研制和注册制度。支持以临床价值为导向的药品研制和创新,鼓励研究和创制新药,支持 新药临床推广和使用。明确药物非临床安全性评价研究机构资格认定程序,细化药物临床试验管理要 求。设立药品上市注册加快程序,明确药品再注册程序,规定处方药、非处方药转换机制。对符合条件 的儿童用药品、罕见病治疗用药品给予市场独占期,对含有新型化学成份的药品等进行数据保护。细化 药品上市许可持有人的责任。 二是加强药品生产管理。严格药品委托生产管理,压实委托生产时药品上市许可持有人的责任,明确可 以委托分段生产药品的情形。明确中药饮片、中药配方颗粒生产、销售的管理要求。 三是规范药品经营和使用。完善药品网络销售管理制度,压实药品网络交易第三方平台提供者责任。加 强医疗机构药事管理,保障使用环节药品质量。明确医疗机构配制制剂审批流程,规定医疗机构制剂调 剂使用条件和程序,支持配制儿童用医疗机构 ...
最高4379%!业绩大幅预增
重要新闻提示 宁波富邦:预计2025年归母净利润同比增长3099.59%—4379.43% 中微半导:发布涨价通知函,决定对MCU、Norflash等产品进行价格调整,涨价幅度15%—50% 嘉事堂:股东正筹划公司控制权变更事项,今起停牌 今日提示 科创板新股恒运昌(688785)、北交所新股农大科技(920159)今日上市 鸣鸣很忙今日在港交所挂牌上市,成为港股"量贩零食第一股" 央行公开市场今日有3635亿元逆回购到期 财政部、央行:今日进行2026年中央国库现金管理商业银行定期存款(一期)招投标 国新办今日上午10时举行新闻发布会,国务院国资委副主任庞骁刚介绍2025年国资央企高质量发展情 况,并答记者问 财经新闻 1.国家统计局1月27日发布数据显示,2025年,全国规模以上工业企业实现利润总额73982亿元,比上年 增长0.6%。 2.中国人民银行1月27日消息,中国人民银行日前召开2026年反洗钱工作会议。会议要求,2026年要充 分认识反洗钱工作面临的新形势新要求,认真做好当前和今后一段时期反洗钱重点工作。 具体看,一是持续推进反洗钱条线从严治党,坚持以高水平党建引领业务工作。 二是全力做好第五 ...
港股IPO动态:今日鸣鸣很忙上市
Jin Rong Jie· 2026-01-27 22:37
今日鸣鸣很忙(1768.HK)上市,国恩科技(2768.HK)、东鹏饮料(9980.HK)申购。 本文源自:金融界AI电报 ...
智通港股投资日志|1月28日
智通财经网· 2026-01-27 16:01
智通财经APP获悉,2026年1月28日,港股上市公司投资日志如下: | 类别 | | 公司 | | --- | --- | --- | | | 国恩科技 | | | | (招股中) | | | | 东鹏饮料 | | | 新股活动 | (招股中) | | | | 鸣鸣很忙 | | | | (上市日) | | | | 东方甄选 | | | | 中国三迪 | | | 业绩公布日 | 新东方-S | | | | RIMBACO | | | | 香港通讯国际控股 | | | | 中国波顿 | | | | 绿城管理控股 | | | | 慧源同创科技 | | | | 宇华教育 | | | 股东大会召开日 | 中国中药 | | | | 天立国际控股 | | | | 同方泰德 | | | | 碧桂园服务 | | | | 俊裕地基 | | | | 万邦投资 | | | | (除净日) | | | | 信星集团 | | | | (派息日) | | | | 东方表行集团 | | | 分红派息 | (派息日) | | | | 东方表行集团 | | | | (派息日) | | | | 交通银行 | | | | (派息日) | | | ...
港股公告掘金 | 招商证券2025年实现归母净利同比增长18.43%至123亿元 多家上市券商业绩“报喜”
Zhi Tong Cai Jing· 2026-01-27 15:19
招商证券(06099)2025年度归母净利润123亿元,同比增长18.43% 【重大事项】 国恩科技(02768)1月27日至1月30日招股 预计2月4日上市 鸣鸣很忙(01768):香港公开发售获1899.49倍认购 每股发售价236.6港元 威胜控股(03393)建议分拆惟远能源并于港交所主板独立上市 安踏体育(02020)拟约15.06亿欧元收购PUMA SE的29.06%股权 英矽智能(03696)与齐鲁制药达成超过9.31亿港元的药物研发合作 加速心血管与代谢类疾病创新疗法开 发 华检医疗(01931)子公司成功研发尼帕病毒检测双平台解决方案及集团AI医疗战略升级 【财报数据】 康希诺生物(06185)预期2025年度取得归母净利润2450万元到2900万元 同比扭亏为盈 中海物业(02669)发盈警 预期2025年股东应占溢利同比下跌9-10% 中国中药(00570)发盈警 预计2025年度净亏损约3.5亿至5亿元 【股债融资】 海通恒信(01905)发布2025年业绩快报 年度溢利14.25亿元 同比减少5.8% 国泰海通(02611)发盈喜 预期年度归母净利约275.33亿元到280.06亿元 ...
零食巨头暗盘大涨76%!门店数已超2万家,GMV达660亿元
证券时报· 2026-01-27 15:10
Core Viewpoint - The article highlights the impressive market performance and growth potential of the new retail company "Ming Ming Hen Mang," which is set to list on the Hong Kong Stock Exchange, showcasing significant increases in market valuation and sales figures [1][2]. Group 1: Company Overview - Ming Ming Hen Mang is recognized as a leading player in the new retail sector, with a market capitalization approaching HKD 100 billion during its dark trading period [1]. - The company operates two well-known snack brands: "Snacks Hen Mang" and "Zhao Yi Ming Snacks," and is projected to achieve a GMV (Gross Merchandise Volume) of RMB 55.5 billion in 2024 [2][3]. Group 2: Growth Metrics - The number of stores has surged from 6,585 at the end of 2023 to over 20,000 by November 2025, indicating rapid expansion [5]. - The GMV for Zhao Yi Ming Snacks skyrocketed from RMB 1.375 billion to RMB 29.324 billion, while Snacks Hen Mang's GMV increased from RMB 13.95 billion to RMB 26.207 billion between 2023 and 2024 [7][8]. Group 3: Financial Performance - Revenue grew from RMB 42.86 billion in 2022 to RMB 102.95 billion in 2023, marking a 140.2% increase, and is expected to reach RMB 393.44 billion in 2024, reflecting a compound annual growth rate (CAGR) of 203% from 2022 to 2024 [9][10]. - Adjusted net profit increased from RMB 0.82 billion in 2022 to RMB 2.35 billion in 2023, and is projected to reach RMB 9.13 billion in 2024, with a CAGR of 234.6% [11][12]. Group 4: Business Model and Strategy - The company employs a volume-based retail model, focusing on high-quality, affordable snacks, and has redefined the retail pricing system through supply chain restructuring [5][15]. - Ming Ming Hen Mang offers a diverse product range with an average of 1,800 SKUs per store, which is double that of similar-sized competitors, enhancing customer experience and satisfaction [16]. - The company has a strong presence in lower-tier markets, with approximately 59% of its stores located in county and town areas, allowing it to reach a broad consumer base [17]. Group 5: Investment and Market Confidence - The company has attracted significant investment from notable firms, including Tencent and Temasek, indicating strong market confidence in its business model and growth prospects [20][21]. - The funds raised from the IPO are intended for enhancing supply chain capabilities, store network upgrades, brand promotion, and improving technological and digital capabilities [21].
鸣鸣很忙(01768):香港公开发售获1899.49倍认购 每股发售价236.6港元
Zhi Tong Cai Jing· 2026-01-27 14:48
智通财经APP讯,鸣鸣很忙(01768)发布公告,公司全球发售1551.12万股H股,其中香港公开发售占 9.1%,国际发售占90.9%。最终发售价为236.60港元,全球发售净筹约35.28亿港元。每手100股,预期H 股将于2026年1月28日上午九时正开始在联交所买卖。其中,香港公开发售获1899.49倍认购,国际发售 获44.44倍认购。 (原标题:鸣鸣很忙(01768):香港公开发售获1899.49倍认购 每股发售价236.6港元) ...
鸣鸣很忙:香港公开发售获1899.49倍认购 每股发售价236.6港元
Zhi Tong Cai Jing· 2026-01-27 14:47
鸣鸣很忙(01768)发布公告,公司全球发售1551.12万股H股,其中香港公开发售占9.1%,国际发售占 90.9%。最终发售价为236.60港元,全球发售净筹约35.28亿港元。每手100股,预期H股将于2026年1月 28日上午九时正开始在联交所买卖。其中,香港公开发售获1899.49倍认购,国际发售获44.44倍认购。 ...
一手大赚1.8万港元!港股再现“大肉签”,腾讯、淡马锡早已埋伏
券商中国· 2026-01-27 14:46
Core Viewpoint - The article highlights the successful IPO of the snack retail company "Ming Ming Hen Mang," which has seen significant interest from investors and is expected to boost the snack sector's visibility in the market [1][3]. Company Overview - "Ming Ming Hen Mang" is a leading snack retail chain in China, formed by the merger of two brands: "Liang Shi Hen Mang" and "Zhao Yi Ming Snacks" [4]. - The company operates through a franchise model, with a product range that includes baked goods, snacks, and beverages [4]. - As of September 30, 2025, the company has a network of 19,517 stores, with approximately 59% located in county and town areas, covering 1,341 counties [4]. Financial Performance - For the first nine months of 2025, "Ming Ming Hen Mang" reported revenues of 46.371 billion yuan, a year-on-year increase of 75.2%, and an adjusted net profit of 1.81 billion yuan, up 240.8% [3]. Market Position and Growth Potential - The company is recognized as the largest chain retailer in the snack and beverage sector in China, with a projected GMV of 55.5 billion yuan in 2024 [5][6]. - The snack retail market in China is valued at over 3.7 trillion yuan and is experiencing significant structural changes, including a shift towards specialized retail formats and market penetration into lower-tier cities [6]. Investor Interest - The IPO attracted major institutional investors, including Tencent and Temasek, with a total subscription of 195 million USD, indicating strong market confidence in the company's growth potential [3]. - Several brokerage firms have published reports highlighting the significance of "Ming Ming Hen Mang's" IPO, suggesting it will catalyze interest in the snack sector [5][7]. Competitive Advantages - "Ming Ming Hen Mang" boasts a competitive edge through its extensive store network, with nearly 20,000 locations, and a strong presence in lower-tier markets [7]. - The company offers a diverse product range with approximately 4,000 SKUs, including customized products, and maintains lower average prices compared to traditional supermarkets [7].
鸣鸣很忙(01768.HK)香港公开发售获1899.49倍认购 1月28日上市
Ge Long Hui· 2026-01-27 14:32
假设香港公开发售于2026年1月28日(星期三)上午八时正或之前在香港成为无条件,预期H股将于2026年 1月28日(星期三)上午九时正开始在联交所买卖。H股将以每手买卖单位100股H股进行买卖,H股的股份 代号将为1768。 格隆汇1月27日丨鸣鸣很忙(01768.HK)公告,公司全球发售15,511,200股H股,每股H股236.60港元,所 得款项净额35.28亿港元。香港公开发售股份数目占全球发售股份数目9.1%,获认购1899.49倍;国际发 售股份数目占全球发售股份90.9%,获认购倍44.44倍。 ...