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创新药ETF霸屏涨幅榜!新消费领域获基金经理看好
Sou Hu Cai Jing· 2025-04-27 12:22
数据是个宝 数据宝 投资少烦恼 QDII基金和股票型基金资金均呈现净流出。 本周,A股小幅震荡。ETF份额本周增加38.62亿份,达到28096.56亿份;总规模增加521.81亿元,达到40672.53亿元。 本周资金净流入115.4亿元。分类型来看,另类投资基金、货币市场型基金、债券型基金的资金分别净流入181.25亿元、13.95亿元和11.87亿元;国际 (QDII)基金和股票型基金的资金分别净流出11.56亿元和80.11亿元。 创新药ETF霸屏涨幅榜 据证券时报·数据宝统计,场内投资类型为股票型的ETF中,有超800只ETF本周复权单位净值增长率录得正值,6只港股创新药相关ETF周涨幅超10%。 工银国证港股通创新药ETF本周上涨10.95%,涨幅居首。该基金最新流通规模达26.73亿元,基金份额升至25.74亿份,均创上市来新高。 广发基金投顾团队认为,创新药走强主要是因为估值低、市场热、有支撑三大因素。创新药是成长风格里的价格洼地,近10年PE分位数较低,多数公司 正处于低于合理估值的阶段。虽然港股指数反弹行情较强,但从中信一级行业来看,医疗板块的反弹幅度不高。 创新药是"真"创新。相比于当前 ...
国内外知名品牌汇聚上海国际美妆节 “全球首秀”与“国潮新风”相映
Zhong Guo Xin Wen Wang· 2025-04-27 09:22
"2025首发上海暨上海国际美妆节"27日在上海静安区拉开帷幕。作为"五五购物节"的一个标杆活动,本 届上海国际美妆节以"首绽静安,美耀全球"为主题,打造"全球首秀"与"国潮新风"交相辉映的消费长 廊。 据了解,近年来,依托国际化、市场化、法治化的良好营商环境,静安区全力打造"全球化妆品总部集 聚中心",吸引了众多国内外知名美妆护肤企业集聚。一批科技美妆研发主体也纷纷落户静安,使得静 安区成为美妆产业的"创新实验室"。当前,静安区正在积极打造"美创静界",构建"研发-转化-市场"全 链路生态,进一步加速美妆行业成果转化,不断缩短美妆产品从研发到市场的距离,更好满足民众的品 质消费新需求。 在启动仪式上,静安区发布"文旅商体展融合联动"重大项目及工作措施,围绕"美美与共 GO购静安"消 费主题,推出"静安四季活动清单"及多重消费激励政策,打造静安"吃行游购娱"一站式消费长廊。 静安区方面当日表示,将积极实现以节聚商、以节兴市,进一步集聚化妆品要素资源、提升产业能级, 为化妆品企业落地静安区搭建资源对接平台,加快打造美妆潮流引领地、美妆品牌集聚地、美妆消费创 新地。同时,在全区范围内推动消费业态模式创新转型、深化 ...
深圳中青宝互动网络股份有限公司2024年年度报告摘要
Core Viewpoint - The company has established a multi-driven business model encompassing gaming, cloud services, and digital twin & cultural tourism, aiming for sustainable development and innovation in the gaming industry while expanding into new sectors [4][17]. Group 1: Company Overview - The company has accumulated extensive experience in the gaming industry over 18 years, focusing on promoting traditional culture through original online games [7]. - The company plans to optimize and upgrade its existing games, particularly focusing on enhancing user experience and gameplay for titles like "抗战" and "亮剑" [7][8]. - The company aims to strengthen its game development capabilities and diversify its product offerings, with new titles in testing and development [9]. Group 2: Gaming Business - The gaming segment is anchored by the "红游" brand, which is expanding its product line to include various game genres while integrating emerging technologies [5][6]. - The company is actively promoting new mobile games that resonate with the "国潮" trend, targeting younger audiences and enhancing user engagement [8]. - The company is pursuing international market opportunities by enhancing its overseas distribution capabilities and introducing quality products for domestic players [10]. Group 3: Cloud Services - The company operates as a third-party IDC service provider, recognized for its high-quality data center services and partnerships with major telecom operators [12][13]. - The company has established multiple data centers across cities like Shenzhen and Chengdu, providing stable and secure internet services [13]. - The company's revenue model includes providing IDC resources and various internet services to clients, leveraging its established infrastructure [16]. Group 4: Digital Twin & Cultural Tourism - The company is leveraging digital twin technology to integrate with cultural tourism, aiming to enhance the synergy between digital technology and the real economy [17]. - Projects like "慎初烧坊一酿酒大师" and "凤凰水世界" showcase the company's innovative approach to creating immersive experiences in the cultural tourism sector [18][19]. - The "龙腾九洲" project combines virtual reality with cultural IP to create an interactive experience that highlights traditional Chinese culture [20]. Group 5: Financial Data - The company has not restated or adjusted previous financial data, indicating stability in its financial reporting [22]. - The company has maintained a consistent financial performance without significant discrepancies in quarterly reports [22].
趋势研判!2025年中国国潮行业产业链图谱、市场规模、竞争格局及未来前景分析:“国潮”风盛行,产业经济加速发展[图]
Chan Ye Xin Xi Wang· 2025-04-18 01:17
内容概要:国潮是指以中华优秀传统文化为基础,融合现代审美与时尚元素的产品形式。近些年来,随 着中国经济的快速发展和人民生活水平的不断提高,消费者对中国本土文化的认同感和自信逐步提升, 国潮产品逐渐赢得消费者的青睐,叠加国潮品牌在产品创新和品牌营销上持续发力,不断创造出新的消 费潮流,我国国潮产业市场规模呈现出加速扩容态势。数据显示,2024年,我国国潮经济市场规模已从 2018年的12266.6亿元增长至22922.3亿元。 相关上市企业:锦泓集团(603518);丽尚国潮(600738);海澜之家(600398);李宁(02331); 安踏体育(02020);水星家纺(603365);地素时尚(603587);润本股份(603193);泡泡玛特 (09992);逸仙电商(YSG)等 相关企业:华为技术有限公司;湘西七绣坊苗服饰文化有限责任公司;故宫文化创意产业有限公司;杭 州花凝香生物科技有限公司等 关键词:产业链;政策;市场规模;竞争格局;重点企业;发展趋势 一、行业概况 国潮是指以中华优秀传统文化为基础,融合现代审美与时尚元素的产品形式。自2018年年初,国产体育 品牌李宁带着印有"中国李宁"字样的潮T ...
本土主题公园劲吹“国潮风”
重庆欢乐谷的机器狗舞狮表演吸引众多游客观看。欢乐谷集团供图 3月22日至5月18日,欢乐谷集团旗下11个中国本土主题公园,在深圳、北京、成都、上海等10个城市陆 续举办2025国潮文化节,打造传统文化年轻化表达的娱乐新空间。 中外游客在深圳锦绣中华民俗村观看花式飞饼表演。 从古风汉服到千禧潮装、从盛唐霓裳舞到赛博飞天秀、从北国青花瓷到南都青绿画……11个主题公园用 中国式浪漫开启国潮文化大联欢。清明节假期,这些主题公园共接待游客近50万人次,同比增长13%, 文化赋能与体验创新激发了主题公园潜能。 上海欢乐谷游人如织,国潮文化节深受游客欢迎。 北京欢乐谷以青花瓷为元素,推出《绮梦青花大巡游》《潮·China》等非遗演艺,通过在千年瓷韵中融 入潮流视听语言,实现传统文化与现代艺术的跨界融合,为游客带去独特的感官盛宴。 上海欢乐谷首创大型国潮剧本游《梦·千年玄幻潮》,在这里,游客不再只是观众,而是摇身一变成为 故事的主角,开启一段充满未知的圆梦冒险之旅。《天宫落花》无人机演出以天空为幕,再现中国神话 遗产的璀璨与壮观,以科技秀点亮夜上海。 成都欢乐谷以全天候国风演艺吸引游客,《一梦敦煌》的舞者用优美的舞姿,带游客 ...
华侨华人新生代爱上新国潮(侨界关注)
Core Viewpoint - The article highlights the growing popularity of traditional Chinese culture among the younger generation of overseas Chinese, particularly through new cultural trends such as tea-drinking experiences and Hanfu fashion, which foster a sense of cultural pride and identity [5][8]. Group 1: New Cultural Trends - The "Hearth Tea" experience, combining camping and tea-drinking, has gained popularity among the Chinese community in Australia, especially among the younger generation [6][7]. - New Chinese-style tea brands like "Bawang Tea Princess" and "Heytea" are attracting young consumers by blending traditional tea with modern design elements [7][8]. - The "Hanfu craze" is on the rise, with many young overseas Chinese embracing traditional clothing as a way to connect with their cultural roots [9][10]. Group 2: Cultural Identity and Pride - The younger generation of overseas Chinese expresses a strong sense of cultural identity and pride through participation in traditional activities and sharing their culture with local communities [7][8]. - Events such as the Chinese New Year celebrations in New York showcase the growing interest in Hanfu, with many local residents eager to learn about and experience Chinese culture [12]. - The success of the game "Black Myth: Wukong" illustrates the appeal of Chinese mythology and culture, resonating with young players and enhancing their connection to their heritage [13][14]. Group 3: Cultural Exchange and Innovation - The blending of traditional Chinese elements with modern aesthetics is seen as a key factor in attracting the younger generation to engage with their culture [8][15]. - The article emphasizes the importance of cultural exchange, with overseas Chinese actively promoting their heritage through various creative outlets, including music and fashion [15]. - The rise of new cultural trends reflects a broader movement among young overseas Chinese to innovate and share their cultural narratives in a global context [15].