港股恒生指数涨0.09%，涨22点，报23914点；恒生科技指数跌0.44%。港股早盘成交1257亿港元。 内银股再度走高，险资持续加仓H股银行，机构称存款非银化脱媒加速银行股重估。郑州银行 （002936）(06196)涨6.06%；民生银行（600016）(01988)涨3.98%；中信银行(00998)涨3.11%。 光伏股普遍走高，硅片厂商普遍调高报价，反内卷下行业供给侧改革有望提速。信义光能(00968)涨 4.23%；协鑫科技(03800)涨2.46%；新特能源(01799)涨5.85%。 钢铁股再度拉升，行业减产计划有望提速，机构看好行业盈利与估值逐步修复。重庆钢铁（601005）股 份(01053)涨8.76%；鞍钢股份（000898）(00347)涨4.8%。 京城机电股份(00187)涨超10%，氢能产业迎来催化，多地发布推动氢能发展政策。 舜宇光学(02382)涨超6%，大摩称公司新一轮增长周期即将启动，新兴业务有望成为第二成长引擎。 康耐特光学(02276)涨超7%破顶，上半年净利同比预增逾30%，机构看好公司盈利中枢延续向上。 比特币价格刷新历史新高，加密货币ETF及相关概念股集体走 ...

【导读】港股普星能量盘初飙升超280% 7月10日早盘，光伏产业链反复活跃，拓日新能等多股涨停。消息面上，7月9日，多家硅片企业上调了 硅片报价，不同尺寸的硅片价格涨幅在8%～11.7%。此外，光伏组件含税含运均价迎来上调。多位分析 师认为，行业有望从"价格血拼"向"优质优价"转型，明年供需关系有望迎来实质性改善。 此外，昨夜美股英伟达总市值盘中一度突破4万亿美元，A股CPO、铜缆等算力硬件股也跟随走强；创 新药板块继续维持强势。 下跌方面，军工板块集体调整。 多只港股狂飙 7月10日早盘，港股普星能量盘初飙升286.21%，小幅调整后再度拉升。截至发稿，普星能量涨幅为 239.66%。 7月10日，A股房地产开发概念股震荡走高，其中，渝开发开盘不到4分钟，直线拉涨停，实现连续四个 交易日涨停。 此外，绿地控股盘中屡次冲击涨停板，新城控股、荣盛发展等跟涨。 消息面上，普星能量发布公告称，已认购由HashKey Holdings发行的A系列优先股，认购完成后，该公 司在数字资产金融服务公司HashKey中持有最多5%的股权。 据了解，HashKey交易平台（HashKey Exchange）是香港首家面向零售用 ...

Core Viewpoint - China Financial Leasing (02312.HK) has announced a conditional agreement for the sale of shares, resulting in a significant change in ownership structure and future investment strategies [1][2][3]. Group 1: Share Sale Agreements - Seller A, Mr. Lin Shusong, and the offeror Longling Capital Ltd have agreed to a sale of 95.71 million shares, representing approximately 27.59% of the total issued shares, for a total cash consideration of HKD 36,368,447.58, equating to HKD 0.38 per share [1]. - Seller B, Like Capital Limited, has agreed to sell 25.56 million shares, representing about 7.37% of the total issued shares, for a total cash consideration of HKD 9,711,498.12 [1]. - Following the completion of these agreements, the offeror will hold approximately 34.96% of the company, necessitating a mandatory conditional cash offer for all issued shares under the takeover code [1]. Group 2: Offer Price and Premium - The cash offer price of HKD 0.38 per share represents a premium of approximately 13.43% over the closing price of HKD 0.335 per share on June 12, the last trading day [2]. Group 3: Future Investment Plans - The offeror intends to maintain the existing investment business of the group post-offer, focusing on a diversified investment portfolio including bonds and financial derivatives in Hong Kong, China, and the U.S. [3]. - Plans include establishing an asset management platform to invest in technology incubation companies in Hong Kong, increasing investments in artificial intelligence, Web3 industries, and digital asset financial products [3]. - The offeror will review the group's operations and business activities to formulate long-term strategies, potentially exploring other investment opportunities and considering capital and debt financing to enhance long-term growth potential [3]. Group 4: Trading Resumption - The company has applied for the resumption of trading of its shares on the Stock Exchange starting from 9:00 AM on June 25, 2025 [4].