2025福布斯中国出海全球化30&30评选正在申报中。本次评选聚焦中国品牌全球化的创新力量与行业影 响，发掘在出海浪潮中突破边界的标杆企业与领袖，梳理在世界的潮汐里远行无界的商业密码和运行法 则。 值得一提的是，本次评选特别增设"增长力品牌"子评选，重点聚焦那些天生具备全球化基因的初创企 业。 The Trade Desk 萃弈中国是本次评选的数字营销合作伙伴，LinkedIn（领英）担任出海战略合作伙伴， 福科无限作为智力合作伙伴深度参与。 中国创业者正处在引领全球化的历史性窗口。 "Made in China"正加速向"Brand from China"演进，以"连锁化"、"品牌化"、"本土化"为关键词的中国出 海浪潮正席卷全球。中国品牌正以前所未有的规模与韧性，融入世界经济的脉络，这场关乎中国模式、 中国效率与中国味道的全球竞逐已势不可挡。 近日，曾入选2024福布斯中国·出海全球化30&30评选的泡泡玛特及其旗下IP LABUBU风靡全球，成为 现象级社交货币，引发海内外消费者抢购热潮。我们看到，以泡泡玛特为代表，包括海尔集团、青岛啤 酒等在内的历届福布斯中国出海全球化30&30入选企业，已经成为出海 ...

Market Performance - The domestic market showed mixed performance with major indices experiencing slight declines, such as the Shanghai Composite Index down by 0.04% and the CSI 300 down by 0.09% [1][2] - The bond market is anticipating a resumption of central bank bond purchases, leading to a bullish sentiment among investors [4][5] Geopolitical Impact - Recent easing of tensions between Israel and Iran has led to a stabilization in market sentiment, although localized conflicts continue to pose risks [3][10] - Oil prices have seen fluctuations, with Brent crude rising by 2.06% amid concerns over potential disruptions in the Strait of Hormuz, a critical oil transport route [3] Monetary Policy Expectations - The central bank's recent actions indicate a trend towards increased liquidity, with expectations of bond purchases and potential adjustments to reserve requirements for government bonds [4][6] - The market is speculating on the implications of these policies, which could lead to a steepening yield curve and improved supply-demand dynamics in the bond market [6][10] Sector Performance - The equity market remains in a consolidation phase, with defensive sectors such as coal, utilities, and oil & gas showing resilience, while technology sectors are experiencing a shift in focus towards AI wearable devices and brain-computer interface concepts [7][9] - There is a notable shift in capital flow from small-cap stocks to mid-cap stocks, indicating a potential change in investor sentiment and strategy [8] Investment Opportunities - The report highlights potential investment opportunities in mid-cap stocks as they may attract interest due to their relative undervaluation compared to small-cap stocks [8] - The technology sector continues to be a focal point for investment, particularly in areas related to AI and stablecoins, driven by recent regulatory developments [9][10]

6月17日恒生指数下跌0.34%，报收23980.30点，全天南向资金通过港股通渠道合计净买入63.02亿港 元。 证券时报·数据宝统计，6月17日港股通全天合计成交金额为1138.72亿港元，成交净买入63.02亿港元。 具体来看，沪市港股通成交金额723.41亿港元，成交净买入35.80亿港元；深市港股通成交金额415.30亿 港元，成交净买入27.22亿港元。 6月17日港股通成交活跃股 | 代码 | 简称 | 类型 | 成交金额（万港 | 成交净买入（万港 | 日涨跌幅（%） | | --- | --- | --- | --- | --- | --- | | | | | 元） | 元） | | | 00568 | 山东墨龙 | 港股通 | 392959.93 | -975.30 | -2.43 | | | | (沪) | | | | | 09992 | 泡泡玛特 | 港股通 | 375558.79 | 22484.80 | -6.04 | | | | (沪) | | | | | 00939 | 建设银行 | 港股通 | 221001.56 | 112196.29 | -1.67 | | | | (沪) ...

Group 1: New Consumption Sector - The Hong Kong new consumption sector experienced significant declines, with major stocks dropping around 6%, making it the worst-performing sector in the market [2] - There are no specific negative news driving this decline, but the rapid price increases have led to increased short-selling sentiments and profit-taking behavior [2][3] - Concerns about counterfeit products, particularly regarding Labubu toys, have emerged, with customs seizing over 20,000 fake items, raising questions about market saturation and pricing sustainability [3][4][5] Group 2: Innovative Pharmaceuticals Sector - The Hong Kong innovative pharmaceuticals sector fell over 5%, marking a total decline of approximately 10% since the previous week [7][9] - News regarding potential drug tariffs has created uncertainty, leading to a cautious approach among investors [8] - The recent share reduction by major shareholders in the pharmaceutical sector has contributed to market volatility, as it signals potential overvaluation and prompts other investors to consider profit-taking [9][10] Group 3: Market Trends and External Factors - Short-term interest rates for bonds have seen significant declines, indicating recent market volatility [20] - Foreign capital has been increasingly buying short-term bonds, suggesting a positive outlook on the RMB exchange rate and a growing confidence in the A-share market [22][23] - Insurance companies are preemptively lowering the guaranteed interest rates on dividend insurance products, indicating a broader trend of rate adjustments expected in the industry [25][26]

Core Insights - Wang Ning's entrepreneurial journey is remarkable, transforming from a graduate of a third-tier university to the richest person in Henan with a net worth of 140 billion yuan by 2025 [1][3] - The rise of the blind box culture, led by Pop Mart, is causing significant concern among parents, as it has become a source of financial strain for many families [1][7] Group 1: Wang Ning's Success - Wang Ning demonstrated keen business acumen early on, earning his first significant income by selling military training photos to new students in 2005 [3] - His ventures included "Grid Street" and introducing capsule toy machines, which were profitable, but he strategically sold his businesses at their peak [3][5] - Despite facing setbacks, such as a 20 million yuan loss from a store in Beijing, his resilience and market insight have been pivotal to his success [5] Group 2: Blind Box Culture - The blind box products, such as the zodiac series priced at 59 yuan, are designed to stimulate consumer desire through scarcity and collection incentives [7] - The primary audience for blind boxes is young students, who are drawn to the novelty and have a strong urge to collect, leading to a widespread phenomenon in schools [7][9] - Parents express frustration over the financial impact of blind boxes, with children spending their allowances in pursuit of rare items, leading to a culture of comparison among peers [9] Group 3: Psychological Mechanisms - The appeal of blind boxes is linked to a "variable reward mechanism," similar to gambling, which can lead to addictive behaviors, particularly among adolescents [9][11] - Students often prioritize blind box purchases over other toys, driven by the excitement of uncertainty and the desire for hidden items [11] - Addressing the issue requires understanding the psychological factors at play, encouraging financial literacy, and guiding students towards healthier consumption habits rather than outright bans [13]

Core Viewpoint - The A-share and Hong Kong stock markets experienced a decline due to external geopolitical tensions, particularly related to the situation in Iran, leading to increased risk aversion among investors [1][5][4]. Group 1: Market Performance - The A-share market saw a slight decline with a total trading volume of 1.21 trillion yuan, while the human brain engineering sector surged over 6% [3][9]. - Popular stocks such as Pop Mart, Mixue Group, and Laopu Gold faced significant declines, impacting overall market sentiment [6][5]. - Despite the downturn in popular stocks, analysts suggest that this does not necessarily indicate the end of the market rally [7]. Group 2: Sector Analysis - The human brain engineering sector's rise was driven by two major positive developments: a significant increase in the U.S. stock of brain regeneration technology and successful demonstrations by Neuralink [12][13]. - The global brain-computer interface market is projected to grow from $1.98 billion in 2023 to over $6 billion by 2028, with a compound annual growth rate of 25.22% [14]. Group 3: Investment Strategies - Analysts recommend focusing on "defensive assets" that benefit from economic expansion without being significantly affected by price pressures, including utilities, transportation, and essential consumer goods [17][18][19]. - The upcoming Lujiazui Forum is expected to influence A-shares positively, with potential announcements of significant financial policies that could enhance market sentiment [21][25]. Group 4: Potential Beneficiaries - Sectors likely to benefit from the Lujiazui Forum include brokerage and non-bank financial sectors, which may see increased market activity and policy support [25]. - The technology growth sector is also anticipated to receive favorable policies aimed at supporting innovation and development [25][26].

智通财经APP获悉，2025年6月17日当天，山东墨龙(00568)、泡泡玛特(09992)、建设银行(00939)位居沪 港通（南向）成交额前3位，成交额分别为39.30 亿元、37.56 亿元、22.10 亿元；泡泡玛特(09992)、阿 里巴巴-W(09988)、山东墨龙(00568) 位居深港通（南向）成交额前3位，成交额分别为17.14 亿元、 14.38 亿元、12.03 亿元。 沪港通（南向）十大活跃成交公司 | 公司名称 | 成交金额 | 净买入额 | | --- | --- | --- | | 山东墨龙(00568) | 39.30 亿元 | -975.30 万元 | | 泡泡玛特(09992) | 37.56 亿元 | +2.25 亿元 | | 建设银行(00939) | 22.10 亿元 | +11.22 亿元 | | 阿里巴巴-W(09988) | 20.97 亿元 | +3.54 亿元 | | 南京熊猫电子股份(00553) | 17.35 亿元 | +1.65 亿元 | | 众安在线(06060) | 16.38 亿元 | +1.30 亿元 | | 中国海洋石油(00883) | ...

Core Points - Guangdong Qunxing Toys Co., Ltd. has completed the registration changes and obtained a new business license from the Shantou Market Supervision Administration [1] - The company held multiple board meetings to approve the proposals for changing and reducing registered capital, as well as amending the company’s articles of association [1] - The company is involved in various business activities including the design and production of children's products, investment in high-tech and cultural projects, and providing consulting services [1] Business Registration Changes - The company has successfully completed the business registration change procedures [1] - The new business license includes a wide range of activities such as the design, development, and production of children's vehicles and furniture, as well as waste plastic recycling and processing [1] - The company is also engaged in investment in various sectors including education, sports, and software industries [1] Documentation - The business license of Guangdong Qunxing Toys Co., Ltd. is available for review [1]

港股方面，周大福跌超7%，泡泡玛特跌超6%；金沙中国涨超5%，南京熊猫（维权）电子股份大涨约 38%。 炒股就看金麒麟分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！ A股今日（6月17日）维持窄幅震荡走势，部分题材股较为活跃；港股小幅走低，恒生指数失守24000点 整数关口。 具体来看，A股市场三大股指盘中窄幅震荡整理，科创50指数一度跌超1%。截至收盘，沪指微跌0.04% 报3387.4点，深证成指跌0.12%报10151.43点，创业板指跌0.36%报2049.94点，科创50指数跌0.8%，沪深 北三市合计成交12373亿元，成交额较此前一日小幅萎缩。 场内超2900股飘绿，"最牛赛道"创新药概念突然跳水走低，科兴制药跌近12%，一品红跌超10%；石油 板块再度走强，科力股份尾盘拉升一度超29%续创历史新高，准油股份、贝肯能源斩获3连板；航运概 念崛起，招商南油、凤凰航运涨停；人脑工程概念爆发，倍益康30%涨停创出新高，北陆药业、爱朋医 疗20%涨停；核污染防治概念拉升，融发核电、中核科技涨停；AI眼镜概念活跃，英派斯涨停，博士眼 镜涨近8%。 人脑工程概念爆发 人脑工程概念盘中大幅走高，截 ...

金十数据6月17日讯，港股全天震荡走低，恒指失守两万四，恒指收跌0.34%，报23980.3点。恒生科技 指数收跌0.15%，报5291.85点。截至今日收盘，恒指大市成交额2021.44亿港元。盘面上，新消费概念 股下跌，创新药板块连续三日回调，稳定币概念冲高回落，苹果概念股回暖，脑机接口概念逆市上涨。 个股方面，泡泡玛特(09992.HK)、地平线机器人(09660.HK)跌6%，周大福(01929.HK)跌7.3%，石药集团 (01093.HK)跌6.4%，中国生物制药(01177.HK)跌5.3%，南京熊猫电子股份(00553.HK)涨38%，脑洞科技 (02203.HK)涨22.65%，微创脑科学(02172.HK)涨18.5%。 港股收评：恒指失守两万二 新消费股回调 脑机接口概念逆市大涨 ...