【大河财立方 记者 王宁宁 深圳报道】这个夏天，中国消费者又"捧出"一个热门饮品IPO。 6月30日，知名椰子水品牌if的母公司IFBH Limited（股票简称IFBH）登陆港交所。上市首日，IFBH股价一度涨近 60%，收盘创下42.09%的涨幅，最新总市值105.33亿港元。 作为一家泰国食品饮料公司，2024年，IFBH仅靠46名员工创下1.58亿美元营收，超九成营收来自中国内地。椰子水为 何被中国消费者热捧？if椰子水又能走多远？ "椰子水"单品贡献超九成营收 过去5年间，中国椰子水市场经历了现象级增长。 从市场规模来看，据灼识咨询数据，2019年至2024年，中国内地椰子水市场规模从4970万美元飙升至10.18亿美元。近 年来，消费者对于无添加、低糖或无糖饮品的需求加深，椰子水作为纯天然的植物基饮品正顺应了这种不断增长的市 场趋势。 从尝鲜品到高频消费饮品，if椰子水通过打出"天然电解质""泰国进口"等产品卖点，搭上了中国椰子水市场高速发展的 列车。IFBH是一家泰国食品饮料公司，由泰国知名饮料制造商General Beverage分拆国际业务而来，总部位于新加 坡。 IFBH在招股书中提到，根 ...

Core Viewpoint - The Shanghai S32 highway will not be made free, and the expansion project is progressing with the construction of the Songjiang New Town section starting in August 2023 [1][3][7] Group 1: Highway Status and Developments - The Shanghai S32 highway has been rumored to become free, but the Shanghai Municipal Transportation Commission has confirmed that it will maintain tolls [1] - The expansion of the S32 highway is underway, with the Songjiang New Town section measuring approximately 13.8 kilometers, transitioning from a dual six-lane to a dual eight-lane configuration [3][5] - The construction of the Songjiang New Town section is set to begin in August 2023, with a projected completion time of two years [3][5] Group 2: Importance of the Expansion - The Songjiang New Town section is strategically located near the newly developed Shanghai Songjiang Station, which is a significant transportation hub with nine platforms and 23 lines [5] - The increased traffic demand due to the station's expansion necessitates the upgrade of the S32 highway to improve accessibility and convenience for commuters [5][6] - The current expansion project is expected to set a standard of "6 to 8" lanes, which may reflect the highway's suburban location and the need for moderate upgrades [7]

Core Viewpoint - The article discusses the controversial practices of top Douyin (TikTok) streamers, particularly focusing on the "PK verification" model that encourages irrational spending among fans, leading to significant financial gains for the streamers while raising ethical concerns about consumer behavior and social responsibility [1][10][29]. Group 1: Event Overview - On June 28, a group of popular streamers, including Sun Ensheng, held a "PK verification" event where fans had to gift a total of 1 million points (equivalent to 100,000 RMB) within 60 seconds to avoid penalties [2][4]. - The event resulted in a staggering total revenue of approximately 12 to 14 million RMB, with individual earnings exceeding 1 million RMB for each streamer involved [4][6]. - Following the event, Douyin platform suspended the involved streamers, citing reasons such as "inducing irrational consumption" and "promoting a culture of comparison" [6][8]. Group 2: Financial Insights - The earnings from the event were substantial, with Sun Ensheng and Chen Qiaoqiao reportedly earning around 2 million RMB each, while other streamers like Sanjin and Pipizhu earned 4 million and 3 million RMB respectively [6][8]. - The article highlights that the top streamers, referred to as "money-making kings," have monthly revenues exceeding 300 million RMB, showcasing the lucrative nature of the streaming industry [7][25]. Group 3: Audience and Ethical Concerns - The majority of Sun Ensheng's fanbase consists of young women aged 18 to 24, many of whom are encouraged to participate in collective gifting, often leading to financial strain [15][17]. - The "PK verification" model is described as a carefully designed game that creates a sense of urgency, pushing fans to spend without rational consideration [17][29]. - The article raises concerns about the ethical implications of such practices, suggesting that while streamers profit immensely, their young and impressionable fans may face financial difficulties as a result of their spending habits [17][29].

Group 1 - Major Wall Street banks, including JPMorgan, Goldman Sachs, and Bank of America, have increased their dividends following the Federal Reserve's stress tests [1][2] - All 22 banks that underwent the stress tests demonstrated sufficient capital to withstand hypothetical economic downturns, with the ability to absorb over $550 billion in losses [2][6] - The Federal Reserve's stress tests, a response to the 2008 financial crisis, set the framework for how banks return capital to shareholders through dividends and buybacks [2][6] Group 2 - Specific dividend increases include Bank of America raising its dividend from 26 cents to 28 cents, Citigroup from 56 cents to 60 cents, and Goldman Sachs from $3.00 to $4.00 [2] - JPMorgan's board approved a $50 billion stock buyback plan, while Morgan Stanley reauthorized a $20 billion buyback plan without a set expiration date [1][2] - The Federal Reserve announced plans to reform its processes, including averaging results over two years for capital requirements, aimed at reducing volatility in stress test outcomes [6]

Core Insights - The Chinese education industry is experiencing a surge in mergers and acquisitions, driven by traditional enterprises seeking to enhance their industrial capabilities through education [1] - Companies are integrating education with various sectors such as manufacturing, retail, technology, and services, indicating a shift towards a more interconnected educational ecosystem [1] Group 1: Mergers and Acquisitions - Hanbo Technology is acquiring 100% of Special Drive Mayflower for 5.02 billion RMB, marking its entry into the higher vocational education sector [2][3] - Kid王 has completed the acquisition of the remaining 35% of LeYou International, following a previous purchase of 65% at a premium of 227.9%, establishing full control over the company [4][6] - Trans智教育 has acquired 51% of YouYou Huilian for 1.06 billion RMB, expanding into the cross-border e-commerce talent training sector [7] - Chery Automobile plans to acquire 25% of Honghe Technology for 15.75 billion RMB, aiming to integrate manufacturing with smart education [8][9] Group 2: Strategic Implications - The acquisition by Hanbo Technology signifies a strategic move to leverage capital, technology, and resources to enhance the development of smart education and vocational training [3] - Kid王's full acquisition of LeYou International strengthens its position in the mother and baby retail market and supports its multi-channel service strategy [6] - Trans智教育's acquisition of YouYou Huilian allows for the development of a comprehensive educational service system, enhancing its digital talent training capabilities [7] - Chery's investment in Honghe Technology reflects a broader trend of traditional manufacturing companies entering the education sector to create a talent pipeline for their industries [9][10] Group 3: Industry Trends - The education sector is undergoing a significant transformation, with a focus on integrating education with industry needs, driven by technological advancements and policy changes [1][11] - Companies are increasingly evaluated not just on their educational content but also on their ability to integrate resources and understand industry dynamics [11]

报道称，两名美国官员表示，美国政府未排除伊朗装载水雷可能是一种虚张声势的可能性。伊朗可能通 过准备水雷来说服华盛顿其封锁海峡的决心是认真的，但实际上并无此意图。 官员们指出，伊朗军方也可能只是在为领导层下达命令时做必要准备。目前尚不清楚这些水雷的确切装 载时间以及是否已被卸载。 据美国国防情报局2019年估计，伊朗拥有超过5000枚水雷，可借助小型高速艇快速部署。 伊朗6月在波斯湾的船只上装载水雷，引发霍尔木兹海峡封锁担忧升温。不过，美国官员透露，不排除 装载地雷是一个诡计的可能性。 7月1日，据媒体报道，两名美国官员透露，伊朗军方6月份在波斯湾船只上装载了水雷，这一举动加剧 了华盛顿对德黑兰准备封锁霍尔木兹海峡的担忧。 据美国官员称，这些此前未报道的准备工作被美国情报部门发现，发生在以色列于6月13日对伊朗发动 首次导弹袭击之后的一段时间。 报道指出，虽然这些水雷尚未在海峡部署，但此举表明伊朗可能真的考虑关闭这一全球最繁忙的航道之 一。霍尔木兹海峡承载着全球约五分之一的石油和天然气运输，任何封锁都将严重冲击全球贸易并推高 能源价格。 据华尔街见闻此前援引央视新闻22日报道，伊朗议会国家安全委员会委员库萨里表 ...

格隆汇7月2日丨京基金融国际(01468.HK)发布公告，2025年6月30日，公司与发行人(即Amber International Holding Limited)订立认购协议，据此，发行人同意发行而公司同意认购认购股份，代价为 约1200万美元(相等于约9300万港元)。认购股份的认购价为每股认购股份2.09美元(相等于约16.20港 元)。 根据认购协议及于完成后，公司已同意认购而发行人已同意配发及发行认购股份，即约574.16万股发行 人A类普通股。根据可取得的最新公开资料，发行人于2025年3月31日的已发行股份总数为约4.53亿股。 公司将予认购的认购股份，根据可取得的最新公开资料，占发行人于本公告日期的已发行股本约 1.268%，并于认购完成后，占发行人经扩大已发行股本约1.252%。 发行人为一家于开曼群岛注册成立的有限公司，总部位于新加坡。发行人的美国存托凭证于纳斯达克全 球市场上市，股份代号为"AMBR"。发行人在"Amber Premium"品牌名称下经营，为全球机构投资者及 高净值人士提供机构加密金融服务及解决方案。发行人连同其附属公司构成Amber Group一部分，为于 2017 ...

【今日#热点新闻一览#】#2025上半年电影票房超292亿元# 1. 7月1日，国家防灾减灾救灾委员会办公室等多部门调拨折叠床、毛毯等1.2万件中央救灾物资，支持 河南南阳、湖北恩施等地做好受灾群众紧急转移安置和救灾救助工作。 2. 根据国家电影局统计，2025年上半年电影票房为292.31亿元，观影人次为6.41亿，同比分别增长 22.91%和16.89%，国产影片票房占比为91.2%。 6. 国铁集团表示，目前旅客乘坐火车不查验充电宝是否有3C认证，只要额定能量不超过100WH即可携 带。 7. 近日，第三轮第四批8个中央生态环境保护督察组全面完成督察进驻阶段工作。 8. 2025年下半年中小学教师资格考试（笔试）报名工作将于7月4日启动。此次笔试在31个省（自治区、 直辖市）举办，报名公告将陆续上网。 9. 近日，教育部发布了普通高中数学、物理、化学、生物学、地理、通用技术和信息技术7个学科教学 装备配置标准，健全中小学装备配置标准体系，规范和引领全国普通高中学校教学装备的科学配备，加 快推进基础教育高质量发展。 10. 7月1日，2025年温网女单首轮，王欣瑜2比0击败赛会15号种子穆霍娃顺利晋级；郑 ...

1 2024增收不增利，一季度有所好转 天眼查显示，英氏控股成立于2014年。招股书介绍，公司主要从事婴童食品及婴幼儿卫生用品业务。 2022年-2024年（以下简称：报告期内），英氏控股实现营收分别为12.96亿元、17.58亿元、19.74亿元；归母净利润分别为1.17亿 元、2.20亿元、2.11亿元，2024年增收不增利，且营收增速较2023年出现放缓态势。 《港湾商业观察》廖紫雯 日前，英氏控股集团股份有限公司（以下简称：英氏控股）冲刺北交所IPO获受理，保荐机构为西部证券。 作为国内婴幼儿辅食行业的龙头企业，英氏控股在婴童食品及婴幼儿卫生用品两大业务板块协同发展，2024年实现营收19.74亿 元，但归母净利润为2.11亿元，较2023年的2.20亿元有所下滑，增收不增利。 与此同时，英氏控股2023年和2024年分别现金分红2000万元和4000万元，累计分红6000万元，且2025年4月还进行了权益分派派 发现金红利3400.08万元。此外，公司销售费用率高于同行均值，2024年销售费用率达36.53%，而研发费用率不足1%，仅为 0.87%，低于同行业可比公司平均水平。 2025年1-3月， ...

7月1日，A股小幅上行，沪深两市成交1.49万亿元。其中，超2600只个股上涨，市场整体氛围偏多。板 块方面，医药、生物制品、贵金属、银行等板块领涨，多元金融、软件开发、通信、电池等板块跌幅居 前。期权市场上，成交量回落，而持仓量稳步回升。当日，沪深两市及中金所期权总成交372.81万张， 较前一交易日的461.39万减少19.20%；总持仓739.85万张，较前一交易日的682.38万张增加8.42%。 上证50ETF期权成交量减少19.56%、持仓量增加8.23%。当日，上证50ETF期权成交60.56万张，较前一 交易日的75.29万张减少14.73万张；持仓124.71万张，较前一交易日的115.23万张增加9.48万张。从7月 合约各执行价的持仓变动情况来看，合计增持5.54万张，其中认购增持2.00万张、认沽增持3.54万张。 认购、认沽均在浅虚值部位增持，且认购增持范围较大、认沽增持较为集中，预计市场仍以震荡上行为 主。 沪深300期权成交量和持仓量变化方向与上证50ETF期权一致。深交所沪深300ETF期权成交量减少 29.05%，上交所沪深300ETF期权成交量减少21.86%，中金所沪深3 ...