6月9日，A股三大指数高开高走，创业板领涨。 IP经济概念持续走高 医药股爆发，CRO、创新药方向领涨；券商、军工涨幅靠前；稀土永磁、AI应用、足球产业、数字货币、固态电池题材活跃。 港股方面，恒生指数涨超1%，恒生科技指数涨近3%。中国稀土（000831）涨超40%，信达生物涨超8%，泡泡玛特盘中股价再创新高，一度涨逾3%。 港股汇彩控股暂停交易 港股汇彩控股今日午后放量闪崩，公司宣布临时停牌。截至停牌前，汇彩控股跌47.54%，报0.96港元，成交额2420.12万港元。 资料显示，汇彩控股是一家主要从事提供娱乐场管理服务业务的投资控股公司。公司通过两个业务分部进行运营。娱乐场服务分部从事向澳门娱乐场提供 管理服务业务。博彩系统分部从事开发、提供及销售电子博彩系统业务。该公司也通过其子公司从事市场开发、软件开发业务。 消息面上，近日媒体报道，澳门特区政府修改《2025年财政年度预算案》，建议将今年全年博彩毛收入估算从原来的2400亿澳门元下调至2280亿澳门元， 并以此作为修改后预算的主要财政收入基础。因全年博彩毛收入估算下调，澳门特区政府将本年度一般综合预算收入修改为1165亿澳门元，开支总额修改 为1 ...

Group 1 - The IP economy concept is gaining momentum, with companies like Yongli Co. experiencing a 20% limit up in stock price [1] - Other companies in the IP economy sector, such as Xinghui Huan Cai, Jinma Youle, Chuangyuan Co., Xinghui Entertainment, and Aofei Entertainment, also saw significant stock price increases [1] - In the Hong Kong stock market, IP economy concept stocks like Blukoo surged over 20%, reaching a new historical high [1]

作者丨黎曼 来源丨 投中网 投资后期的资金开始活跃了。 一切从港股IPO火热说起。2025年以来，香港新股集资额超过760亿港元，较去年同期增加超过7倍， 并已达到去年全年新股集资总额接近九成。其中令人刮目相看的是新消费行业，尤其是蜜雪冰城、泡 泡玛特、老铺黄金"港股三姐妹"这样千亿市值的企业。它们的崛起打破了港股长期由科技与金融主导 的格局，标志着中国消费品牌的价值正被国际资本重新定义。 在此背景之下，不止一位投资人向我透露，目前正密切关注消费领域的后期项目，主要原因便是消费 股的亮眼表现，所以打算布局一个Pre-IPO项目。尽管投资意愿强烈，但也有投资人对Pre-IPO项目 有明确要求：餐饮类不在其考虑范围内，而是将目光更聚焦于潮玩方向。 此前，泡泡玛特、卡游、布鲁可等潮玩企业交出的成绩单远超预期，最近也有铜师傅、52talk等潮玩 类企业冲击港股IPO。其高毛利、低研发投入、强劲现金流的财务模式，精准契合了后期投资者对资 金安全与稳定回报的追求。 这里多提一句：现在VC们越来越对"IP经济"的潮玩类项目青眼有加了，就连科技方向的VC都开始眼 馋。科技投资人John就曾告诉我说，随着VC行业的范式变化，已 ...

Core Viewpoint - Recent surge in gold prices has positively impacted the stock market, particularly for jewelry companies like潮宏基, which is planning to list on the Hong Kong Stock Exchange to enhance its global strategy and brand image [1][5][21]. Company Overview - 潮宏基, founded in 1996 and headquartered in Shantou, is the first fashion jewelry company listed on A-shares in China, focusing on mid-to-high-end fashion consumer goods [8]. - The company operates two main brands: "CHJ潮宏基" and "FION菲安妮," targeting younger demographics, with 85% of its consumer base being born in the 1980s, 1990s, and 2000s [8][13]. Recent Developments - On May 20, 潮宏基 announced its plan to issue H-shares for listing on the Hong Kong Stock Exchange, aiming to further its global strategy and improve its international brand presence [3][5]. - The company’s market capitalization surpassed 10 billion yuan for the first time on May 20, closing at 100.22 billion yuan, with a subsequent increase to 104.49 billion yuan [15][16]. Financial Performance - In 2024, 潮宏基 reported a revenue of 6.518 billion yuan, a year-on-year increase of 10.48%, despite a decline in net profit to 194 million yuan, down 41.91% [15][17]. - The first quarter of 2024 showed strong performance with a revenue of 2.252 billion yuan, up 25.36%, and a net profit of 189 million yuan, an increase of 44.38% [17]. Market Strategy - 潮宏基 is actively expanding its store network, with a net increase of 129 stores in 2024, bringing the total to 1,505, including 1,268 franchise stores [19]. - The company has begun its international expansion in Southeast Asia, opening stores in Malaysia and Thailand, with plans to continue this strategy in 2025 [19]. Industry Context - The Hong Kong stock market has become a popular choice for gold-related companies, with recent successful listings such as 老铺黄金 and 宁德时代, indicating a favorable environment for 潮宏基's upcoming IPO [21][22].

金十数据6月6日讯，今日A股市场延续震荡分化格局，三大指数涨跌互现，结构性行情特征显著。截止 收盘，沪指涨0.04%，深成指跌0.19%，创业板指跌0.45%。沪深两市全天成交额1.15万亿，较上个交易 日缩量1384亿。盘面上，全市场下跌个股超2600只。贵金属、有色金属板块全天表现亮眼，中润资源、 湖南白银、盛达资源、白银有色等多股涨停。天津自贸区板块尾盘走强，津头城开、渤海化学、海泰发 展三股涨停。贸易、油气开采、海南自贸区全天活跃。下跌方面，兵工重组概念走势低迷，湖南天雁跌 超8%，华强科技、长城军工跟跌。乳业、培育钻石、IP经济板块跌幅居前，广博股份跌超8%，立高食 品、曼卡龙、锦泓集团均跌超7%，迪阿股份、潮宏基、黄河旋风跟跌。 A股收评：三大指数走势分化 有色金属板块表现亮眼 ...

Market Overview - The market experienced a morning adjustment with the three major indices showing slight declines. The Shanghai Composite Index fell by 0.06%, the Shenzhen Component decreased by 0.18%, and the ChiNext Index dropped by 0.48% [1][1][1] Sector Performance - The computing power concept stocks continued to rebound, with companies like Nanling Technology, Meili Cloud, and Ningbo Construction hitting the daily limit [1] - Agricultural chemical stocks remained strong, with Su Li Co., Xian Da Co., and Changqing Co. also reaching the daily limit [1] - Cyclical stocks in oil and gas, as well as coal, saw gains, with Da You Energy, Ren Zhi Co., and Fu Da Alloy hitting the daily limit [1] - Conversely, sports concept stocks declined, with Jinling Sports and Kangliyuan dropping over 10% [1] Stock Movement - A total of 2,091 stocks rose, with 60 stocks hitting the daily limit; 2,792 stocks fell, with no stocks hitting the lower limit; 14 stocks experienced a "炸板" event, resulting in a 25% failure rate [1][1][1]

IP经济、宠物经济等新消费概念股震荡走低，锦泓集团（603518）跌停，天元宠物（301335）跌近 7%，中宠股份（002891）、乖宝宠物（301498）、星辉娱乐（300043）纷纷下挫。 ...

Core Viewpoint - The IP economy concept stocks are experiencing significant activity, with several companies seeing notable price increases, indicating a potential trend in investor interest in this sector [1] Group 1: Company Performance - Yuanlong Yatu (002878) and Jinhong Group (603518) have reached the daily limit increase in stock price [1] - Xinghui Entertainment (300043), Lisheng Sports (002858), Xiaogoods City (600415), and Youzu Network (002174) are also witnessing upward movement in their stock prices [1] Group 2: Market Activity - There is a notable influx of dark pool capital into these stocks, suggesting increased investor confidence and potential for further price appreciation [1]

我觉得这些新消费里面，应该会有一些公司可以长期跑出来，比如泡泡玛特如果还能继续搞出下一个labubu，那还会继续牛，继续有100%以上的增长。 但其他一些业绩不好的新消费股也炒到这么高估值，很明显是不合理的。就是蹭着新消费，对标泡泡玛特说IP经济的概念故事割韭菜。 但这对我们组合配置的消费基金影响不大，因为恒生消费指数目前的PE估值也才18倍左右，而2021年A股的中证消费指数PE估值是55倍PE。所以，目前 消费股炒作也只局限于部分新消费股，持有指数ETF的话不用过分担心，我们持有的大部分消费股的估值依然便宜而且股东分红回报率不低。 数据来源：Wind 2、部分老读者朋友知道，我们小丸子也是在2021年接近行情顶部的时候买房。不过幸运的是，她当初没有听她家里人的意见去郊区买"远大新"，而是选 择了在中山大学附近买了套"老破小"。由于周边有多所学校的教师人群住房需求支撑，所以她那里租售比不低。再加上加装了电梯，电梯带来的升值抵消 了部分房价下行，估计整体就跌10%左右。 每次跟小丸子聊起，她都觉得当初买老破小是很明智的选择。相比之下，她的表姐在2020年买了郊区的增城碧桂园云顶。我查了下，好家伙，这是广 州" ...

Market Overview - The market showed collective slight increases, with the Shanghai Composite Index, Shenzhen Component Index, and ChiNext Index rising by 0.42%, 0.87%, and 1.11% respectively, with nearly 4,000 stocks rising and over 1,200 stocks falling [4] New Consumption Trends - The "new consumption" theme was prominent, particularly in the beer sector, which saw significant gains due to the "micro-drunk economy" concept, with stocks like Lehui International and Emei Mountain A hitting the daily limit [7][8] - The beer concept rose nearly 4% throughout the day, driven by various related stocks performing strongly [7] Jewelry and IP Economy - The jewelry and IP economy sectors experienced strong performance, with stocks like Chaohongji and Laishen Tongling hitting the daily limit, and the jewelry sector rising by 6.05% while the IP economy rose by 2.09% [12] - The performance of Hong Kong stocks, particularly in the jewelry sector, positively influenced A-share trends [12] New Tobacco Products - The new tobacco sector saw a significant rise, with stocks like Jinjia Co. and Huabao Co. hitting the daily limit, and the sector overall rising by 3% [16] - The rise was attributed to the mapping effect from Hong Kong stocks, particularly from the performance of Smoore International [15] Nuclear Power Sector - The nuclear power and nuclear fusion sectors experienced a partial recovery, driven by external market influences, particularly from the U.S. market [21] - A notable catalyst was the 20-year nuclear power purchase agreement signed between Meta and Constellation Energy, aimed at meeting the electricity demand from the AI boom [21] - The nuclear fusion sector opened high but closed down by 0.34%, reflecting a similar trend to U.S. nuclear stocks [22][23]