智通财经APP获悉，美国对各国90天豁免期本周结束，市场持续关注美国关税谈判。港股三大指数今早 走低，恒科指午后实现翻红。截止收盘，恒生指数跌0.12%或28.23点，报23887.83点，全日成交额为 1937.9亿港元；恒生国企指数跌0.01%，报8608.54点；恒生科技指数涨0.25%，报5229.56点。 华西证券指出，现阶段恒生指数市盈率上升较快，有需要消化的空间。今年上半年累计涨幅偏大和机构 较为拥挤的港股资产未来容易出现进一步的回调，未来一段时间仍不建议无分化追高。港股市场中估值 偏低、基本面较好且贸易问题冲击较小的局部低位资产存在随着波动回调而带来的低吸的结构性机会。 蓝筹股表现 金沙中国(01928)领涨蓝筹。截至收盘，涨3.85%，报18.32港元，成交额6.43亿港元，贡献恒指2.58点。 澳门6月博彩收入同比增长19%至211亿澳门元，超出市场预期。大摩预期澳门7月博彩收入将达204亿澳 门元，同比增长10%，而今年全年博彩收入则达2380亿澳门元，同比增长5%。 其他蓝筹股方面，华润置地(01109)涨3.45%，报28.5港元，贡献恒指4.78点；理想汽车-W(02015 )涨 ...

【导读】A股震荡，充电桩板块盘中迎来利好 中国基金报记者 泰勒 大家好，简单回顾下今天市场发生了什么。 A股震荡 7月7日，沪指全天窄幅震荡，创业板指跌超1%。截至 收盘沪指涨0.02%，深成指跌0.7%，创业板指跌1.21%。 市场共3255只个股上涨，76只个股涨停，1978只个股下跌。 | 880005 涨跌家数 | | | | --- | --- | --- | | 其中 涨停 | | 76 | | 涨幅 | > 7% | 122 | | 涨幅 | 5-7% | 90 | | 涨幅 3-5% | | 285 | | 涨幅 0-3% | | 2758 | | 跌幅 | 0-3% | 1808 | | 跌幅 | 3-5% | 119 | | 跌幅 | 5-7% | 32 | | 跌幅 > 7% | | 1 ਰ | | 其中 跌停 | | 4 | | 上涨家数 | | 3255 | | 下跌家数 | | 1978 | | 平盘停牌 | | 186 | | 总品种数 | | 5418 | | 总成交额 | | 12270.67亿 | | 总成交量 | | 102364.2 / | | 涨家增减 | | 546 ...

【淘宝闪购与饿了么日订单超8000万，港股茶饮股与平台公司股价分化】今日，淘宝闪购、饿了么联合 披露，日订单数超8000万，其中非餐饮订单超1300万，日活用户超2亿。受此消息影响，港股茶饮股集 体上扬，截至发稿，茶百道涨超12%，古茗涨超9%，奈雪的茶、沪上阿姨跟涨。而平台公司股价下 挫，美团、阿里巴巴均下跌，拉长周期看，两公司已连跌7个月，分别累计跌超10%和9%。 淘宝闪购于 5月2日正式上线，5月底日订单超4000万，6月底超6000万。上线两月，其日订单突破8000万。淘宝闪购 称，接下来12个月将直补消费者及商家500亿，带动内需，为商家增生意，做大市场。 近期，各平台卷 入"外卖大战"。7月2日，淘宝闪购启动500亿补贴计划。7月5日，阿里、美团上线大量大额优惠券狙 击，大量用户涌入下单，致美团一度宕机。 截至7月5日22时54分，美团即时零售日订单破1.2亿单，其 中餐饮订单超1亿单，创历史纪录。此前有分析指出，4月以来多平台补贴带动现制茶饮订单激增，头部 品牌订单量上升，加盟商盈利改善，茶饮价格企稳，客单价和杯单价有望提升。 华鑫证券认为，外卖 利好与旺季催化下，茶饮行业充分受益。开源证券推 ...

这几天，市场有两个话题热度颇高：一个是阿里、美团两大平台的"外卖大战"，另一个是江苏省城市足 球联赛第六轮焦点战——南京队主场迎战苏州队，观赛人数达60396人，再创"苏超"联赛单场上座新纪 录。 今天上午，茶饮股、足球概念股表现强势，古茗、共创草坪等概念股大涨。被投资者称为"外卖铲子 股"的恒鑫生活（301501）涨超13%，公司是多家餐饮企业的纸制与塑料餐具提供商。 在这两大板块带动下，大消费板块上午走强；房地产产业链反弹，租售同权、房地产开发等板块涨幅居 前；泛金融板块继续走强，多元金融、跨境支付等板块大涨。 TMT板块回调，消费电子、算力产业链等板块调整，中际旭创、胜宏科技等龙头股下跌。 截至上午收盘，上证指数下跌0.21%，深证成指下跌0.7%，创业板指下跌1.25%。 大消费板块反弹 7月4日，恒鑫生活在接受机构调研时表示，公司会在2025年全力推进泰国生产基地的生产运营。 2024年，公司实现营收15.94亿元，同比增长11.86%；归母净利润为2.2亿元，同比增长2.82%。2025年 一季度，公司实现营业收入4.19亿元，同比增长24.18%；归母净利润为8186.27万元，同比增长 79. ...

Group 1 - Company Overview: Founded in 2010 by Wang Yunan in Zhejiang, Guming specializes in fruit tea, milk tea, and coffee, targeting the "small town youth" demographic with affordable pricing between 10-20 RMB [1][3] - Ownership Structure: Wang Yunan holds 43.21% of shares, making him the largest shareholder, while co-founders Qi Xia and Ruan Xiudi hold 19.78% and 13.74% respectively [1] - Funding History: Prior to its IPO, Guming secured two rounds of financing from notable investors including Sequoia China, Meituan, Tencent, and others [1] Group 2 - Revenue Growth: In 2024, Guming reported revenue of 8.79 billion RMB, reflecting a 14.5% year-on-year increase, but a significant decline from the previous year's 38.1% growth [4][6] - Profitability Concerns: The adjusted net profit grew only 5.7% to 1.54 billion RMB, indicating a decline in core business profitability despite a nominal increase in net profit [5][6] Group 3 - Market Saturation: The tea beverage market is experiencing high saturation, with over 410,000 milk tea shops nationwide and a closure rate of 60% in lower-tier cities, leading to reduced customer acquisition and retention for Guming [7][9] - Competitive Landscape: Guming faces intense competition from both high-end brands like Heytea and Nayuki, which have entered the lower price segments, and low-cost competitors like Mixue Ice City [9][12] Group 4 - Innovation Challenges: Guming launched 85 new products in 2024, but none became a hit, leading to a decline in customer loyalty and increased competition in a market characterized by product homogeneity [11][12] - Strategic Dilemmas: The company is caught in a strategic bind due to price wars and a lack of unique selling propositions, making it difficult to attract new customers and retain existing ones [12][13] Group 5 - Franchise Expansion Issues: Guming's franchise growth has slowed, with new store openings dropping from 2,597 in 2023 to 1,587 in 2024, while closures increased significantly [17][23] - Store Performance Metrics: Single-store GMV decreased from 2.47 million RMB in 2023 to 2.36 million RMB in 2024, reflecting a decline in sales efficiency [19][21] Group 6 - Shift to Coffee: Guming is pivoting towards the coffee market as a second growth curve, recognizing the trend of coffee becoming a mainstream beverage and leveraging its existing infrastructure [25][28] - Operational Strengths: The company has a robust supply chain and a high "second store rate" among franchisees, indicating confidence in the brand and providing a buffer for operational adjustments [24][29] Group 7 - Market Positioning: Guming aims to integrate coffee and tea offerings, creating a "tea-coffee integrated" experience to meet diverse consumer demands and enhance brand loyalty [34][35] - Future Growth Strategy: The company is focused on breaking category boundaries and embracing market trends to navigate the challenges of a saturated market and achieve sustainable growth [35]

Market Overview - The Hang Seng Index fell by 0.45%, down 107 points, closing at 23,808 points, while the Hang Seng Tech Index decreased by 0.15% [1] - Early trading volume in Hong Kong stocks reached HKD 109.5 billion [1] Stablecoin Regulation - The Hong Kong Monetary Authority plans to release guidelines for stablecoin regulations this month, aiming to issue licenses within the year [1] - Stocks related to stablecoins saw significant gains, with Guotai Junan International rising by 8.2%, ZhongAn Online increasing by 5.64%, and Yike rising over 9% [1] New Tea Beverage Market - A subsidy war in the takeaway market has ignited the new tea beverage sector, with Guming and Cha Baidao both rising over 9% [1] Digital Health Services - Health Road saw its stock rise over 9% as its controlling shareholder voluntarily extended the lock-up period, focusing on a digital health service platform [1] Gaming Industry - Morgan Stanley reported that Macau's gaming revenue in June increased by 19% year-on-year to MOP 21.1 billion, exceeding analyst predictions by 9% [1] - Gaming stocks continued their upward trend, with Amax Holdings up 3.7%, Melco International Development up 1.6%, and MGM China up 2.1% [1] Medical Device Sector - In response to China's reciprocal restrictions on EU medical devices, the National Medical Products Administration issued support for high-end medical devices [1] - Medical device stocks experienced broad gains, with Spring Medical up 1.86%, Yongsheng Medical up 7.27%, and Xinwei Medical-B up 5.5% [1] Company Developments - China Rare Earth Holdings plans to spin off its gold business for independent listing on the Hong Kong Stock Exchange, potentially seeking financing before the spin-off [2] - Jihong Co. saw its stock rise over 10%, with a projected over 55% year-on-year increase in net profit attributable to shareholders for the first half of the year [3] - H&H International Holdings is expected to see a decline in net profit by 45% to 65% for the first half of the year, resulting in a drop of over 6% in its stock price [4]

港股午间收盘，恒生指数跌0.45%，恒生科技指数跌0.15%。美团跌超2%。港股茶饮股早盘活跃，茶百 道涨超13%，古茗涨超7%。 ...

Group 1 - Multiple tea beverage stocks in Hong Kong experienced significant gains, with Cha Bai Dao rising by 8.75%, Gu Ming by 8.27%, Nai Xue's Tea by 6.58%, and Mi Xue Group by 4.18% [1] - In the A-share market, related stocks also saw movements, with Hai Rong Technology and Guotou Zhonglu hitting the daily limit, and Jiahe Food increasing by 6.53% [3][4] Group 2 - On July 2, Taobao Flash Sale announced a substantial subsidy plan of 50 billion yuan, intensifying competition with Meituan and JD in the takeaway market [4][6] - On July 5, Taobao Flash Sale and Ele.me reported over 80 million orders in a single day, with non-food orders exceeding 13 million, while Meituan announced over 120 million instant retail orders, including over 100 million food orders [4][6] - Industry experts noted that the competition among Meituan, Taobao, and JD is significantly increasing the market share of fast-moving consumer goods in instant retail, presenting a strategic opportunity for traditional retail [6]

6月21日夏至当天，香港天文台录得的最高温度追平了1980年的"最热夏至"。而共享这"热浪"的，还有港交所。 三年河东，三年河西。赴港IPO热浪袭来。截至上半年，已有43家顺利登陆港股，而去年同期仅为30家。与此同时，上半年港股IPO募集资金达到1067.14亿 港元，超过去年全年的876.77亿港元，募资规模位居全球榜首。 以新消费、硬科技等企业为代表，闯关港交所早已超越单纯融资行为，成为观察港股生态变迁的窗口。从2023年的冰点到2024年的拐点，再到2025年的沸 点，天时、地利、人和氤氲在一起，促成这场IPO盛宴的到来。 何以至此？钱从哪来，走向何方？千军万马赴港上市的热潮之下，是昙花一现，还是繁花再现。 | 最新發佈 > 日期 | 申請人 | | --- | --- | | 04/07/2025 | 濰柴雷沃智慧農業科技股份有限公司 | | | 04/07/2025 整體協調人公告 - 委任（經修訂） 四 | | | 20/06/2025 申請版本（第一次呈交） 全文檔案 [四] 多檔案 | | | 前提交文件: | | | 20/06/2025 整體協調人公告 - 委任 吧 | | 03/07/2 ...

【导读】"奶油大师"开盘瞬间涨停，房地产板块拉升 一秒直线拉涨停 7月7日早盘，海融科技开盘后瞬间放量后，一秒直线拉涨停。 | W | 海融科技(300915) | | | | | | --- | --- | --- | --- | --- | --- | | | 交易中 07-07 10:19:00 融 | | | | | | | 29.32 额 1.66亿 股本1.26亿 市盈 45.0 | | | 万得 | | | +4.89 | +20.02% 换 9.83% 市值136.9亿 市净 2.42 | | | 营口 | | | 分时 | 五日 日Ｋ 周Ｋ 月Ｋ 更多 | | | | O | | 叠加 | | | 盘口 | 资金 | | | 29.32 | | 20.02% | 卖5 -- 卖4 | | 0 0 | | | | | 英3 | | 0 | | | | | 卖2 | | O | | 24.43 | | 0.00% | 卖了 | | 0 | | | | | 到 | 29.32 112235 | | | | 29.31 | | 录 | | 24 | | | 29.30 | | न्नें3 | | ...