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GoGo AI Network Inc. Announces Appointment of Prof. Ashutosh Sharma, a Padma Shri Awardee, to Advisory Board of Portfolio Company Algo8 AI
Globenewswire· 2026-01-28 13:00
Appointment strengthens governance, R&D partnerships, and ESG-by-design as Algo8 scales its Industrial AI platform for asset-intensive industriesVANCOUVER, British Columbia, Jan. 28, 2026 (GLOBE NEWSWIRE) -- GoGo AI Network Inc. (CSE: GOGO) (OTC: GOGAF) (FSE: 4E9) (“GoGo” or the “Company”), is pleased to announce that Prof. Ashutosh Sharma, a Padma Shri Awardee has been appointed to the Global Advisory Board of Algo8 AI, one of GoGo’s core portfolio companies. The appointment reinforces Algo8’s long-term st ...
Samsung Biologics receives EcoVadis Platinum, the highest sustainability rating
Prnewswire· 2026-01-28 12:00
Core Insights - Samsung Biologics has achieved the EcoVadis Platinum Sustainability Rating, the highest recognition for corporate sustainability performance, placing it in the top one percent of evaluated companies globally [1][2][10] Sustainability Performance - The EcoVadis rating evaluates corporate social responsibility across four areas: Environment, Labor & Human Rights, Ethics, and Sustainable Procurement [2] - Samsung Biologics was previously awarded the Gold Sustainability Rating in 2024, indicating a consistent improvement in sustainability practices [3] Management Commitment - John Rim, President and CEO, emphasized the company's commitment to responsible business practices and long-term partnerships that contribute to a sustainable healthcare ecosystem [4] - The company has enhanced sustainability initiatives, including increased use of renewable energy and improved ethical compliance frameworks [4] Industry Engagement - Samsung Biologics received an 'A' rating in Water Security from the Carbon Disclosure Project (CDP) in December 2025 [4] - As a Champion of the Sustainable Markets Initiative Health Systems Task Force, the company engages global suppliers in decarbonization efforts [4] Manufacturing Capacity - Samsung Biologics has a combined biomanufacturing capacity of 785,000 liters, with an additional 60,000 liters expected from a facility acquisition in Rockville, Maryland, by the end of Q1 2026 [7] - The company utilizes advanced technologies for various biopharmaceutical modalities, including multispecific antibodies and mRNA therapeutics [7] Operational Excellence - The ExellenSâ"¢ framework is implemented across the manufacturing network to ensure standardized designs and processes, enhancing manufacturing continuity [8] - The global manufacturing network includes operations in Korea, the U.S., and Japan, with a focus on delivering high-quality biomedicines [9]
国海证券荣获多个奖项
Zhong Guo Jing Ji Wang· 2026-01-28 11:48
未来,国海证券将继续秉持专业专注、全心全力的理念,以客户为中心,不断提升综合金融服务能力, 携手合作伙伴共同推动行业高质量发展,为客户、股东与社会创造可持续价值。 国海证券长期致力于可持续高质量发展,连续入选"国有企业上市公司ESG 先锋100指数",多次荣获 ESG与社会责任相关奖项,此次获评正是对公司长期践行社会责任、对标国际标准的积极肯定。 国海证券研究所作为"领航研究机构",已形成覆盖超30个行业、9大板块的矩阵式研究体系,连续多年 在新财富等权威评选中屡获佳绩,报告产出量与市场影响力持续攀升,公募佣金分仓排名稳步前进,彰 显了扎实的投研底蕴与市场话语权。国海证券资管始终以"追求可持续的绝对收益"为核心理念,围 绕"低波动、低回撤、有竞争力"的管理目标,持续优化完善相应的投研体系,加强加深对多资产、多策 略的布局、投资与研究,对投资和研究进一步进行了科学化细化和专业化分工,围绕客户需求打磨产品 力。国海证券持续推进财富管理转型,以"她财富"品牌为抓手,深耕普惠金融与财富管理服务,通过内 容创新与服务模式升级,有效触达并服务广大投资者,助力公司赢得"卓越财富管理机构"称号。 在近日举办的"共同发声 价值 ...
2026:房地产能触底吗?
Sou Hu Cai Jing· 2026-01-28 08:03
近期,国家统计局公布2025年全国房地产市场相关数据。2025年,全国房地产开发投资82788亿元,比上年下降17.2%;2025年12月,全国70个大中城市 中,新房价格环比上涨的城市有6个,同比上涨的城市有5个。2026年会不会是房价止跌回暖的转折点?如果市场真的慢慢回暖,普通人该怎么办?是该继 续观望,还是可以看看机会?未来的房子还会是好的资产吗?居住会有哪些新变化?本文中,高和资本合伙人苏鑫(中欧EMBA 2003)结合个人在行业 中的经验与洞察,探讨2026年房地产的底部确认、面向2030年行业模式的重构,以及资本运作的未来趋势。 01 破局:2026,房地产的 L形底部与价值回归 2026年,房地产能触底吗?这是目前所有人心头最大的悬念。 要回答这个问题,我们不能仅凭直觉,而需关注几个核心先行指标的客观变化。当下的市场,正在经历一场残酷但必要的出清。 首先看租金回报的变化。长期以来,住宅收益主要靠资本增值(房价上涨),而忽视出租收益。但数据正在发生质的变化:目前30个重点城市住宅租金回 报率中位数已达2.06%,超过55%的小区回报率逾2%。当租金回报率开始高于银行存款利率时,资产的金融属性便发生 ...
LSEG跟“宗” | 一个时代已结束 准备好“战国时代”
Refinitiv路孚特· 2026-01-28 06:03
Core Viewpoint - The article suggests that the current market dynamics have shifted from a stable global leadership era to a "Warring States" period, indicating that commodities, particularly gold and physical assets, are becoming more reliable investments [5][31]. Group 1: Market Sentiment and Positioning - The CFTC data indicates that as of January 20, the net long position in COMEX gold increased by 1.9% to 433 tons, marking the highest level in 16 weeks, while the net long position in silver decreased by 25% to 1,761 tons, the lowest since February 2024 [3][8]. - The article highlights that the sentiment among speculators in the U.S. futures market is shifting, with an increase in short positions in silver, suggesting that investors believe silver prices are excessively high [8][12]. - Platinum's net long position decreased by 35% to 8 tons, indicating a similar trend to silver where long positions are being reduced [8][12]. Group 2: Price Trends and Historical Context - The article notes that gold prices have risen by 64.4% in 2025, despite a contraction in net long positions, reflecting strong physical demand outpacing futures market dynamics [16][18]. - The historical context is provided, stating that platinum is currently undervalued relative to silver, with the platinum-to-silver ratio at a historical low of 26.88 ounces of silver per ounce of platinum [30]. - The article also mentions that copper prices are expected to rise due to strong demand driven by technological advancements, despite being in a bear market historically [18][33]. Group 3: Economic Indicators and Future Outlook - The article discusses the Federal Reserve's current stance, indicating a low probability of interest rate cuts in the near term, with only a 2.8% chance of a cut by January 28, 2026 [28]. - It emphasizes the uncertainty surrounding future monetary policy, particularly if inflation pressures resurface while the Fed begins to lower rates [36]. - The article concludes that the investment landscape will be volatile in the first half of 2026, with potential price fluctuations as the market awaits clearer guidance from the Federal Reserve [34].
宝通证券:港股每日观察-20260128
宝通证券· 2026-01-28 05:17
政府統計處發表的對外商品貿易統計數字顯示,2025 年 12 月份本港整體出口 和進口貨值均錄得按年升幅,分別上升 26.1%和 30.6%。市場預期分別上升 16.8% 及 19.9% 港股點評 2026年1月28日9:30 a.m 恒指升 361 點,滬指升 7 點,標普 500 升 28 點 外圍股市上升。港股造好。恒指高開 97 點後升幅擴大,曾升 423 點一度高見 27,188 點,全日升 361 點或 1.4%,收 27,126 點;國指升 97 點或 1.1%,收 9,244 點;恒生科指升 28 點或 0.5%,收 5,754 點。大市全日成交總額 2,543.73 億元。 人民幣兌美元中間價按日下調 15 點,報 6,9858 兌一美元。人民銀行 27 日在公 開市場開展 4,020 億元人民幣七天期逆回購操作,操作利率持平於 1.4%。有 3,240 億元逆回購到期,單日淨投放 780 億元。A 股三大指數早市個別發展,午後全 線穩升。滬綜指全日收升 7 點或 0.2%,報 4,139 點,成交 1.29 萬億元。深成指 全日收升 13 點或 0.09%,報 14,329 點,成交 1. ...
对话毕盛张清:管理全球头部主权基金账户是一种什么体验
聪明投资者· 2026-01-28 03:32
Core Viewpoint - The article highlights the investment philosophy and strategies of Zhang Qing, a prominent female fund manager with nearly 20 years of experience, emphasizing her focus on fundamental analysis and long-term value creation in investment decisions [2][3][4]. Group 1: Investment Philosophy - Zhang Qing's investment approach is characterized by a deep understanding of business models and a focus on long-term value, aiming to calculate risks and potential returns meticulously [6][8]. - She emphasizes the importance of "growth alpha" and prefers to make contrarian investments when mispricing occurs in the market [8][27]. - The investment philosophy is rooted in a rigorous fundamental analysis framework, which has been effective over time and across market cycles [3][10]. Group 2: Experience and Background - Zhang Qing began her career in 1996 with a focus on fundamental analysis and was one of the earliest CFA charterholders in China [4][10]. - Her experience includes managing sovereign wealth fund accounts, making her one of the longest-serving female fund managers in this domain [3][21]. - The investment team at her firm has a strong emphasis on continuous learning and adapting to market changes, which has contributed to their long-term success [81][82]. Group 3: Market Insights and Trends - The article discusses the current market environment, highlighting the challenges and opportunities in sectors such as insurance and innovative pharmaceuticals [44][50]. - Zhang Qing notes that the insurance sector is currently undervalued due to market pessimism, but long-term fundamentals remain strong [45][49]. - In the innovative drug sector, there is a focus on companies with solid cash positions and promising clinical data, indicating a potential for significant returns as the market adjusts its expectations [50][51]. Group 4: Strategic Focus Areas - The investment strategy for 2026 is centered around two main themes: the growth driven by AI and new productive forces, and the continued opportunity in value stocks, particularly in the insurance sector [62][63]. - The firm is also exploring opportunities in sectors like semiconductors and renewable energy, which are expected to benefit from structural changes in the economy [58][60]. - Zhang Qing emphasizes the importance of understanding macroeconomic trends and government policies in shaping investment decisions [77][78].
工业转型规模化:2025年高排放行业与净零转型进展
Zhong Guo Yin He Zheng Quan· 2026-01-28 03:24
工业转型规模化:2025 年高排放行业与净零转型进展 ——报告点评 2026 年 1 月 28 日 ESG 点评报告 核心观点 :17394948526 :fangjiacheng_yj@chinastock.com.cn 相关研究 1.【银河 ESG】国有机构投资者是否更关注 ESG? 分析师 马宗明 :18600816533 :mazongming_yj@chinastock.com.cn 分析师登记编码:S0130524070001 研究助理 方嘉成 2. 【银河 ESG】董事会是否会因为企业非财务表现受 损而罢免 CEO? 3. 【银河 ESG】聚焦 ESG 分歧的指数增强策略能否 带来超额收益? 4. 【银河 ESG】兼顾环境的投资组合能否提高投资业 绩? 5. 【银河 ESG】动态投资风险比较:清洁能源与污染 能源 6. 【银河 ESG】伊斯兰投资能否促进投资组合多元化 7. 【银河 ESG】绿色金融与技术创新是低碳发展的核 心动力 8. 【银河 ESG】地缘政治、清洁能源发展与未来能源 安全 9.【银河 ESG】合力奋进,共御气候变化——碳定 价、政策联动与全球减排之路 10. 【银河 ESG】 ...
报告点评:工业转型规模化:2025年高排放行业与净零转型进展
Yin He Zheng Quan· 2026-01-28 02:55
工业转型规模化:2025 年高排放行业与净零转型进展 ——报告点评 2026 年 1 月 28 日 ESG 点评报告 :18600816533 :mazongming_yj@chinastock.com.cn 分析师登记编码:S0130524070001 研究助理 方嘉成 :17394948526 :fangjiacheng_yj@chinastock.com.cn 相关研究 核心观点 分析师 马宗明 10. 【银河 ESG】全球可持续发展脉搏——应对气候 变化中企业与投资的关键审视 4. 【银河 ESG】兼顾环境的投资组合能否提高投资业 绩? 6. 【银河 ESG】伊斯兰投资能否促进投资组合多元化 5. 【银河 ESG】动态投资风险比较:清洁能源与污染 能源 7. 【银河 ESG】绿色金融与技术创新是低碳发展的核 心动力 1.【银河 ESG】国有机构投资者是否更关注 ESG? 8. 【银河 ESG】地缘政治、清洁能源发展与未来能源 安全 2. 【银河 ESG】董事会是否会因为企业非财务表现受 损而罢免 CEO? 9.【银河 ESG】合力奋进,共御气候变化——碳定 价、政策联动与全球减排之路 3. 【银河 E ...
中国海外发展:精耕笃行,领潮致远-20260128
GUOTAI HAITONG SECURITIES· 2026-01-28 02:35
Investment Rating - The report maintains a rating of "Buy" for the company [1]. Core Insights - As an industry leader, the company is expected to undergo a systematic revaluation driven by the gradual release of new product performance, leading product quality, and the integration of commercial REITs to enhance capital circulation [2]. Financial Summary - Total revenue is projected to be RMB 202.524 billion in 2023, with a year-on-year growth of 12.3%. However, it is expected to decline to RMB 185.154 billion in 2024, a decrease of 8.6%, and further decline in subsequent years [4]. - Gross profit is forecasted to decrease from RMB 41.153 billion in 2023 to RMB 32.765 billion in 2024, with a recovery to RMB 27.085 billion by 2027 [4]. - Net profit is expected to drop significantly from RMB 25.610 billion in 2023 to RMB 15.636 billion in 2024, with a gradual recovery to RMB 14.499 billion by 2027 [4]. - The company’s PE ratio is projected to increase from 5.27 in 2023 to 10.30 in 2025, before stabilizing at 9.21 in 2027 [4]. - The PB ratio is expected to remain stable around 0.33 from 2025 to 2027 [4]. Market Data - The current stock price is HKD 13.64, with a market capitalization of HKD 149.288 billion and a 52-week price range of HKD 12.00 to HKD 15.26 [5]. Investment Recommendations - The report suggests maintaining a "Buy" rating, with an estimated EPS of RMB 1.18, RMB 1.19, and RMB 1.32 for 2025-2027. The target price is set at HKD 20.3 for 2026, based on a PB of 0.5X [8]. - The company is transitioning between old and new projects, with high-quality new investments expected to drive performance recovery. The focus is on prime locations in first-tier and strong second-tier cities, enhancing project quality [8]. - The company’s "Good House" initiative is expected to lead industry trends, with a comprehensive product system and technological integration providing a competitive advantage [8]. - The commercial operations are forming a second growth curve, with the successful launch of the first commercial REITs in 2025 marking a breakthrough in capital efficiency and asset valuation [8]. Company Overview - Established in 1979, the company has extensive experience in real estate development and property management, operating in over 80 cities in China and several countries [14]. - The company is a leading developer of office buildings in China and has a strong focus on urban renewal and comprehensive development [15][16]. - The company is backed by China Overseas Group, a top-tier investment and construction service provider, enhancing its operational capabilities [21].