2025年以来，港股再融资市场时隔3年再次火爆起来，尤其是在配售方面，截至4月8日，港股市场的配售规模已达到1149亿港元，这一规模已极为接近过 去两年港股配售总额。 分析人士指出，港股配售呈现如此迅猛的增长态势并不意外，此前的中国资产重估和科技股红利为大型公司提供了极为适宜的融资窗口期。不过，随着后续 港股市场持续调整，配售规模可能并不会如一季度迅猛。 企业紧抓融资窗口期 2025年以来，港股配售规模持续飙升，也是港股市场自2021年后，时隔3年配售规模再度突破千亿港元。Wind数据显示，2025年以来，港股市场配售规模已 达到1149亿港元，而2022年到2024年则分别仅为778亿港元、661亿港元和545亿港元。 港股配售市场的火爆并非偶然，背后有着多方面的因素驱动，其中港股市场的回暖是一个极为重要的原因。从市场环境来看，港股在经历过去两年的承压 后，今年迎来强势反弹。 2025年一季度，恒生指数涨幅达到15.25%，在全球大类资产中表现极为突出。同时，随着外围流动性预期边际改善、人民币资产吸引力提升以及内地多项支 持资本市场的政策逐步落地，港股市场呈现出"估值修复+风险偏好提升"的有利窗口期，为企业 ...

Group 1 - The core viewpoint of the article is the introduction of the "Chinese version of the stabilization fund" aimed at maintaining stability in the capital market through decisive actions by the Central Huijin Investment Ltd. [3] - The Central Huijin Investment Ltd. plans to increase its holdings in various market-style ETFs and enhance the balance of its investment structure to effectively mitigate abnormal market fluctuations [3][5] - The company has three main strengths: strong asset base, stable cash flow from dividends, and efficient financing channels supported by the People's Bank of China [5] Group 2 - Over 100 companies in the A-share market have announced repurchase and increase plans, with total repurchase and increase amounts exceeding 10 billion yuan [6][7] - As of April 8, major A-share indices collectively rose, with the Shanghai Composite Index up 1.58% to 3145.55 points, and the ChiNext Index up 1.83% to 1840.31 points [9]

| 道琼斯 | 纳斯达克 | 标普500 | | --- | --- | --- | | 37645.59 | 15267.91 | 4982.77 | | -320.01 -0.84% | -335.35 -2.15% -79.48 --1.57% | | | 期货主力 它 | | | | 10年美债期货 | 纳指100小型 | 标普500小型 | | 111.33 | 17232.00 | 5012.25 | | -0.73 -0.66% | -331.25 -1.89% | -85.00 -1.67% | | 美股ETF ☑ | | | | ETRACS2倍杠杆M Gabelli资产ETF ETRACS2倍美国价 | | | | 45.6600 | 28.699 | 38.910 | | +10.8730 +31.26% | +5.475 +23.57% | +7.401 +23.49% | | 美国国债 它 | | | | 3个月期 | 10年期 | 2年期 | | 4.279 | 4.297 | 3.734 | | 1.64bp | 11.90bp | -2.50bp | 标普500指数同样承压，下 ...

Core Viewpoint - The announcement of a potential professional integration involving Deep Kangjia A by its controlling shareholder, Overseas Chinese Town Group, aims to optimize resource allocation among state-owned enterprises [2][4]. Group 1: Company Overview - Deep Kangjia A, established in May 1980, is a technology-driven industrial group focusing on electronic technology, with its main shareholder being Overseas Chinese Town Group [6]. - The company operates in various sectors, including consumer electronics, semiconductors, and PCB circuit boards, and has been focusing on the semiconductor industry in recent years [6]. Group 2: Recent Developments - The proposed integration may lead to a change in the controlling shareholder, but the actual controller will remain the State-owned Assets Supervision and Administration Commission of the State Council [4]. - Deep Kangjia A has been experiencing a decline in performance, with an expected loss of 2.65 billion to 2.95 billion yuan for 2024 due to the exit from non-core businesses [6]. Group 3: Industry Context - The trend of professional integration among state-owned enterprises has been accelerating, with several recent examples of asset restructuring [8]. - The State Council's emphasis on optimizing state-owned capital and promoting strategic restructuring indicates a broader push for efficiency and competitiveness in the industry [9].

登录新浪财经APP 搜索【信披】查看更多考评等级 深圳同兴达科技股份有限公司 关于公司实施股份回购比例达到2%的进展公告 本公司及董事会全体成员保证信息披露的内容真实、准确和完整，没有虚假记载、误导性陈述或者重大 遗漏。 深圳同兴达科技股份公司（以下简称"公司"）于2024年11月1日公司召开第四届董事会第十三次会议审 议通过了《关于以集中竞价交易方式回购公司股份方案的议案》，拟使用自有或自筹资金以集中竞价方 式回购部分公司已发行的人民币普通股（A 股）股份，本次回购的股份将全部用于实施股权激励计划或 员工持股计划，本次股份回购方案的实施期限为自公司董事会审议通过股份回购方案之日起不超过12个 月，本次回购股份的价格不超过人民币21.56元/股（含），回购资金总额不低于人民币25,000万元（含 本数），不超过人民币40,000万元（含本数），回购股份的数量以回购期满时实际回购的股份数量为 准。具体内容详见公司于2024年11月5日刊载于巨潮资讯网（www.cninfo.com.cn）的《公司关于以集中 竞价交易方式回购公司股份方案的公告》（公告编号：2024-063）和《公司回购报告书》（公告编号： 202 ...

值得一提的是，现场有超200家深圳市中小学参与招聘，部分学校计划在招聘会结束次日，即在上海展 开笔试和面试，进一步提升招聘速度与效率。 超3万个优质岗位"闪现"上海 今年2月，广东"新春第一会"——全省高质量发展大会提出"百万英才汇南粤"行动计划。根据计划，广 东将拿出具有竞争力的岗位和薪酬，吸纳100万高校毕业生来粤就业创业。 "百万英才汇南粤"，力度持续加大。 南方财经全媒体记者获悉，4月13日～14日，"百万英才汇南粤"2025年N城联动春季招聘活动（上海 站）将在国家会展中心（上海）举办。 据悉，华为、腾讯、比亚迪等龙头企业，知名央国企和重点高校、科研机构等722家用人单位将集中提 供3.28万个优质岗位，其中年薪超50万元以上岗位超4500个。 据介绍，此次招聘活动以"粤聚英才、粤见未来"为主题，由教育部、中共广东省委、广东省人民政府主 办，教育部学生服务与素质发展中心、中共广东省委人才办、广东省人力资源和社会保障厅、中共深圳 市委、深圳市人民政府联合承办。 具体看赴沪阵容，华为、腾讯、比亚迪三大科技巨头领衔，将有超60家上市企业，华润、招商局、中广 核、中海油等87家央国企，国家超级计算深圳中心、 ...

Group 1 - China's response to the US's tariff increase is a significant and historic move, imposing a 34% tariff on all imports from the US, affecting approximately $162 billion in imports [1][4][7] - The rapid and substantial reaction from China indicates that it was well-prepared for this situation, with sufficient tools and measures in place to counteract US actions [3][11] - The US stock market experienced a dramatic decline, with major indices dropping over 5.5%, marking the largest single-day drop since 2000, resulting in a market value loss of nearly $6.5 trillion [4][5][6] Group 2 - The current geopolitical climate has shifted, with China feeling more confident and equipped compared to previous years, allowing for a stronger stance against US tariffs [7][21] - The imposition of tariffs by the US is seen as a broad attack on all trade partners, which could disrupt the global trade system and lead to increased protectionism [14][15][18] - The potential for a global trade war is rising, with warnings that similar situations in the past have escalated into armed conflicts [19][20] Group 3 - The impact of the tariffs is expected to be severe, particularly for companies reliant on exports to the US, with some facing effective tax rates as high as 81.5% on their products [32][34] - Companies are considering relocating production bases to mitigate the effects of the tariffs, indicating a significant shift in global supply chains [36][37] - The uncertainty created by these tariffs necessitates that businesses adopt flexible strategies and increase redundancy to navigate the challenging environment [35][37]

3月28日，外贸老板霍强的手机忽然急促响起，从震动的屏幕上，他看到一位合作六七个年头的韩国客户的名字。"奇怪，平时都是文字沟通，今天 是有什么急事？"他心想。从电话里，霍强明显听出这位老客户的焦虑："美国关税让我们压力很大，你看能帮忙想想办法吗？"对方几乎没有寒暄， 开门见山地提出请求。 霍强从事外贸行业已经15年了，他有10%左右的货物出口美国，而这位韩国客户，则是从他手里采购香水瓶、抽纸盒等小产品，再转卖美国市场。 然而，3月以来特朗普政府的一系列关税政策，搅乱了这原本平静的生意往来。 "你看能不能跟工厂协商，争取降降价？"霍强听到对方这句请求时，感到有点为难。这个合作，最早是霍强帮忙找工厂开模具，后续他只收取一定的 服务费，为了拿下这个客户，当初工厂的价格也压到了很低水平。霍强当然不肯降价，但韩国客户也在电话里叫苦：如果重新找工厂开模，前期投入 成本又会很高。后续能不能收回成本，完全是未知数…… "别着急，还没到火烧眉毛的时候。"霍强只能先安抚对方的情绪，答应他再想办法。没想到，一波未平一波又起，4月2日，特朗普无理挥舞起"对等 关税"大棒，将全球60多个经济体卷入新一轮贸易风暴，再次将这些小贸易商们裹 ...

Group 1 - The core viewpoint of the article is that the supervisory board of Shanghai Bichu Electronics Technology Co., Ltd. has verified the eligibility of the participants in the second vesting period of the initial grant and the first vesting period of the reserved grant under the 2022 restricted stock incentive plan, confirming that the conditions for vesting have been met [1][2]. Group 2 - The supervisory board states that 99 individuals are eligible for the second vesting period of the initial grant, and 19 individuals are eligible for the first vesting period of the reserved grant, totaling 118 eligible participants [1][2]. - The eligibility of these participants complies with the relevant laws, regulations, and the company's articles of association, confirming their legal and valid status as incentive plan participants [1][2].

4月2日，南下资金今日净买入港股117.17亿港元。 | 名称 | 沖股通 涨跌幅 | 净买入额(亿) | 成交额 | 名称 | | --- | --- | --- | --- | --- | | 小米集团-W | -4.2% | 7.89 | 121.23亿 | 小米集团-W | | 中芯国际 | 0.9% | 4.14 | 27.48亿 | 阿里巴巴-W | | 腾讯控股 | 0.0% | 9.35 | 27.24亿 | 中芯国际 | | 阿里巴巴-W | 0.2% | 8.28 | 23.59亿 | 腾讯控股 | | 越疆 | -4.3% | 0.83 | 14.48亿 | 小鹏汽车-W | | 优必选 | 5.6% | 0.02 | 9.70亿 | 零跑汽车 | | 小鹏汽车-W | -0.4% | 1.67 | 9.49亿 | 信达生物 | | 速腾聚创 | 2.0% | -0.04 | 9.03亿 | 老铺黄金 | | 快手-W | 2.3% | 0.52 | 8.99 Z | 南方恒生科技 | | 零跑汽车 | 13.0% | 2.03 | 8.55 Z | 药明生物 | 其中：净买入小米集团- ...