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贝塔9月投资布局精选
贝塔投资智库· 2025-09-03 04:14
国内宏观流动性呈现宽松预期。8月央行通过MLF净投放3000亿元,连续6个月加量操作。 9月存在两大利好: 点击蓝字,关注我们 本次推荐 | 港股 | | | | | --- | --- | --- | --- | | 证券代码 | 证券简称 | 8月区间涨跌幅 | 所属Wind行业 | | 1357.HK | 美图公司 | -2.15% | 通讯业务 | | 2181 HK | 老铺黄金 | 0.21% | 可选消费 | | 3690 HK | 美团-W | -15.54% | 可选消费 | | 6613.HK | 蓝思科技 | 35.91% | 信息技术 | | 0763.HK | 中兴通讯 | 40.64% | 信息技术 | | 美股 | | | | | 证券代码 | 证券简称 | 8月区间涨跌幅 | 所属Wind行业 | | DASH.O | Doordash | -2.0% | 信息技术 | | SNAP.N | Snap | -24.3% | 信息技术 | | DUOL.O | 多邻国 | -14.0% | 信息技术 | | ETF | | | | | 证券代码 | 证券简称 | 8月区间涨跌幅 ...
睿智医药成立新公司,含AI相关业务
Zheng Quan Shi Bao Wang· 2025-09-03 03:25
人民财讯9月3日电,企查查APP显示,近日,广东睿智医药(300149)投资有限公司成立,注册资本 1000万元,经营范围包含:人工智能公共服务平台技术咨询服务;信息技术咨询服务;信息咨询服务 (不含许可类信息咨询服务)等。企查查股权穿透显示,该公司由睿智医药全资持股。 ...
20cm速递丨科创板100ETF(588120)盘中涨超2.5%,机构:科创板量价修复明显
Mei Ri Jing Ji Xin Wen· 2025-09-03 03:13
Group 1 - The core viewpoint indicates a significant recovery in both volume and price in the Sci-Tech Innovation Board (STAR Market) by Q2 2025, with notable improvements in profits and revenues [1] - Excluding the photovoltaic sector, profit growth has returned to 14.4%, while revenue growth has increased to 12.5% [1] - The return on equity (ROE) for the STAR Market has rebounded by 0.2 percentage points compared to Q1 2025, and by 0.4 percentage points to 3.1% when excluding the photovoltaic sector, indicating marginal improvements in gross margin and profitability [1] Group 2 - The increase in revenue growth and ROE reflects structural recovery characteristics, with overseas revenue reaching a historical high of 13.4% [1] - Companies in the export chain are experiencing amplified performance fluctuations, while domestic demand companies continue to show improvement trends [1] - The STAR Market 100 ETF (588120) tracks the STAR 100 Index (000698), which has seen a price fluctuation of 20%, selecting 100 securities with larger market capitalization and better liquidity from the STAR Market [1]
北交所半年报出炉!
Zheng Quan Ri Bao· 2025-09-03 00:55
Overall Performance - In the first half of 2025, companies listed on the Beijing Stock Exchange achieved a total operating income of 92.064 billion yuan, with an average operating income of 336 million yuan, reflecting a year-on-year growth of 6.01% [2] - The total net profit attributable to shareholders was 5.909 billion yuan, with an average net profit of 21.5646 million yuan, showing a decline of 10.59%, although the decline rate has narrowed [2] - Over 60% of companies reported revenue growth, with 225 companies profitable, resulting in a profitability rate of 82.12% [2] - In Q2, companies reported a total operating income of 50.547 billion yuan, a quarter-on-quarter increase of 21.75%, and a net profit of 3.133 billion yuan, up 12.88% from the previous quarter [2] Industry Highlights - The automotive industry showed strong performance, with net profit growth of 23.63% in the first half of the year, driven by policies promoting vehicle upgrades [3] - Companies in the beauty and textile sectors also benefited from consumer trends, with net profit growth of 26.12% and 42.91%, respectively [3] - The equipment manufacturing sector maintained rapid growth, with net profit increasing by 15.95% [3] R&D Investment - Companies on the Beijing Stock Exchange increased R&D spending to 4.139 billion yuan, a year-on-year increase of 2.59%, with significant investments in information technology and biomedicine [4] - Eight companies had R&D expenditures exceeding 30% of their operating income, while four companies invested over 100 million yuan in R&D [4] - A total of 72 companies implemented equity incentive plans, covering 4,266 individuals, to attract and retain talent [4] Financing and M&A Activities - In 2025, 12 companies raised a total of 3.856 billion yuan through public offerings, while five companies announced targeted convertible bond issuances totaling 704 million yuan [5] - Eleven companies disclosed cash asset purchase announcements, with a total transaction amount of 2.650 billion yuan [6] - Significant mergers and acquisitions were noted, such as Xujie Technology's acquisition of a stake in a downstream photovoltaic power station investment and operation company [6] Investor Relations and Market Performance - Approximately 70% of listed companies implemented cash dividends, totaling 4.974 billion yuan, an increase of 5.35% year-on-year [7] - The number of qualified investors reached 8.6613 million, an increase of 675,600 from the previous year, with daily average trading participation of 343,700 investors [8] - The average daily trading volume was 29.625 billion yuan, with the market showing a positive trend following the launch of the Beijing Stock Exchange Specialized Index [8]
浙江市场监管“一站式”服务迭代升级赋能企业创新发展
Mei Ri Shang Bao· 2025-09-02 22:16
商报讯(通讯员市闻蒋天铮记者汪晓筠实习生徐淑策)"在标准的编制中,因为经验不足,亟需寻找一位 领域专家指导。向质量基础设施一站式服务平台点位暖企小站的工作人员反馈了需求后,第二天物联网 园区和市场监管局的工作人员就跟我取得了联系。"杭州宏杉科技股份有限公司党委书记、综合管理部 总监程海江印象最深的便是这件事了,"滨江区市场监管局向我们推荐了标准集成服务,里面梳理了相 关的标技委组织和专家,还帮助宏杉对接了符合企业需求和产业特点的专家进行指导。" 在浙江全面推进科技创新和产业创新深度融合的重要时期,市场监管系统如何进一步集成系统资源,助 力"两新"融合?昨天,浙江省市场监督管理局在第二届市场监管系统"助企惠民有感有得"开放月活动上 给出了答案。目前,浙江省市场监管系统正加快推进质量基础设施一站式服务迭代升级,系统集成市场 监管"工具箱""政策包",打造一批质量基础设施一站式服务2.0平台,到今年底,将建设首批省级重点 平台25家,推动重点平台制定企业综合服务方案不少于120个,推动质量基础设施赋能创新技术转化应 用总额不少于200万。 浙江省质量基础设施一站式服务平台是一个集成了计量、标准、认证认可、检验检测、 ...
每日全球并购:中科环保收购北控水务旗下两家公司|柯力传感拟收购华虹科技(9/2)
Xin Lang Cai Jing· 2025-09-02 21:12
-每日资讯- 1、中科环保收购北控水务旗下两家公司 北京中科润宇环保科技股份有限公司以公开摘牌方式收购北控水务(广西)集团有限公司持有的广西贵港北控水务环保有限公司100%股权及广西平南县北控水务环保有限公司100%股权,转让价 中国铸晨的间接全资附属公司银伟国际有限公司与广州合粤新能源科技有限公司订立谅解备忘录,探讨收购目标公司股本权益的潜在投资。广州合粤新能源科技有限公司是一家在中国注册的有限 7、Savvy Games Group拟收购中国及亚洲游戏企业拓展市场 沙特公共投资基金旗下的Savvy Games Group正计划拓展中国市场及其他亚洲地区,寻求价值数十亿美元的大型交易,以扩大在全球游戏行业的影响力。该公司首席执行官Brian Ward表示 2、神开股份收购蓝海智信股权 上海神开石油化工装备股份有限公司(神开股份)全资子公司上海神开石油科技有限公司以现金6000万元收购北京蓝海智信能源技术有限公司(蓝海智信)51%股权。目前,蓝海智信工商变更登 3、汇金科技收购壹证通股权 珠海汇金科技股份有限公司(汇金科技)以2907万元人民币收购马圣东等9名交易对方持有的南京壹证通信息科技有限公司(壹证通) ...
佳都科技: 佳都科技关于筹划发行H股股票并上市相关事项的提示性公告
Zheng Quan Zhi Xing· 2025-09-02 16:15
证券代码:600728 证券简称:佳都科技 公告编号:2025-075 佳都科技集团股份有限公司 佳都科技集团股份有限公司董事会 佳都科技集团股份有限公司(以下简称"公司")于 2025 年 9 月 2 日召开第十一 届董事会 2025 年第一次临时会议,审议通过了《关于公司发行 H 股股票并在香港联 合交易所有限公司主板上市的议案》《关于公司发行 H 股股票并在香港联合交易所有 限公司上市方案的议案》等议案,现将具体情况公告如下: 为进一步提高公司综合竞争力,提升公司国际品牌形象,加快公司国际化战略的 实施及海外业务布局,增强公司的境外融资能力,优化资本结构和股东组成,提升公 司治理水平和核心竞争力,根据相关法律、法规、规范性文件的要求,公司拟发行境 外上市外资股(H 股)股票并申请在香港联合交易所有限公司(以下简称"香港联交 所")主板挂牌上市(以下简称"本次发行上市"或"本次发行")。公司将充分考 虑现有股东的利益和境内外资本市场的情况,在股东会决议有效期内(即经公司股东 会审议通过之日起 24 个月或同意延长的其他期限)选择适当的时机和发行窗口完成本 次发行 H 股并上市。 根据《公司法》《证券法》《 ...
佳都科技: 佳都科技关于使用自有资金支付募投项目部分款项并以募集资金等额置换的公告
Zheng Quan Zhi Xing· 2025-09-02 16:15
Core Viewpoint - The company has utilized its own funds to pay for part of the fundraising investment project and will replace it with an equivalent amount of raised funds, amounting to RMB 18.62 million, in compliance with regulations regarding the replacement within six months after payment [1][4]. Fundraising Basic Situation - The company raised a total of RMB 1,827,099,961.28 through a non-public offering of 396,334,048 shares at a price of RMB 4.61 per share, with a net amount of RMB 1,814,116,286.85 after deducting issuance costs of RMB 12,983,674.43 [1][2]. - The funds were received on January 16, 2023, and have been managed in a dedicated account with a tripartite supervision agreement signed with the sponsor and the bank [2][3]. Investment Project Situation - The planned investment projects and their funding allocations were adjusted by the company's board, with a total expected investment of RMB 424,754.57 million, of which RMB 331,448.08 million is to be funded from the raised funds [3][4]. Use of Own Funds and Replacement Situation - The necessity for using own funds arose due to difficulties in direct payments from the raised funds for employee salaries and social insurance, which must be processed through the company's basic deposit account [4][5]. - The total amount replaced from the own funds for the investment projects is RMB 18.62 million, specifically for salaries and social insurance related to the new generation of rail transit digital system research and development projects [5][6]. Approval Process - The board of directors approved the use of own funds and the subsequent replacement with raised funds during a meeting held on September 2, 2025, ensuring compliance with necessary approval procedures [5][6]. Impact on the Company - The use of own funds for part of the investment project and the subsequent replacement does not affect the normal implementation of the investment plan and does not change the direction of the raised funds or harm shareholder interests [5][6].
ST英飞拓: 关于为全资子公司深圳英飞拓智园科技有限公司提供担保的进展公告
Zheng Quan Zhi Xing· 2025-09-02 16:14
深圳英飞拓科技股份有限公司 本公司及董事会全体成员保证信息披露的内容真实、准确、完整,没有 虚假记载、误导性陈述或重大遗漏。 特别提示: 证券代码:002528 证券简称:ST 英飞拓 公告编号:2025-048 深圳英飞拓科技股份有限公司(以下简称"英飞拓"或"公司")及控股子 公司对外担保总额超过最近一期经审计净资产的 100%,该等担保均是合并报表 范围内公司及控股子公司之间的担保,本次担保被担保对象深圳英飞拓智园科技 有限公司(以下简称"英飞拓智园")为公司全资子公司,其资产负债率超过 70%。 敬请投资者充分关注担保风险。 一、担保情况概述 深圳英飞拓科技股份有限公司(以下简称"英飞拓"或"公司")分别于 2024 年 12 月 30 日、2025 年 1 月 15 日召开第六届董事会第二十次会议、2025 年第一 次临时股东大会,审议通过了《关于 2025 年度担保额度预计的议案》,同意公司 和/或子公司 2025 年度为全资子公司提供总额不超过人民币 42,000 万元的担保额 度,其中为资产负债率 70%以上的全资子公司提供担保额度不超过 39,900 万元, 为资产负债率低于 70%的全资子 ...
新大陆回购股份进展:已斥资3.5亿回购1303.47万股
Xin Lang Cai Jing· 2025-09-02 14:22
登录新浪财经APP 搜索【信披】查看更多考评等级 责任编辑:小浪快报 此外,新大陆表示,公司回购股份的时间、回购股份价格和集中竞价交易的委托时段符合相关规定。后 续公司将在回购期限内根据市场情况及资金安排情况实施回购计划,并依据相关法律法规和规范性文件 的规定及时履行信息披露义务。投资者需注意投资风险。 声明:市场有风险,投资需谨慎。 本文为AI大模型基于第三方数据库自动发布,任何在本文出现的信 息(包括但不限于个股、评论、预测、图表、指标、理论、任何形式的表述等)均只作为参考,不构成 个人投资建议。受限于第三方数据库质量等问题,我们无法对数据的真实性及完整性进行分辨或核验, 因此本文内容可能出现不准确、不完整、误导性的内容或信息,具体以公司公告为准。如有疑问,请联 系biz@staff.sina.com.cn。 点击查看公告原文>> 截至2025年8月末,新大陆数字技术股份有限公司已回购1303.47万股,支付金额近3.5亿元。 2024年10月25日、12月3日,新大陆数字技术股份有限公司(以下简称"新大陆")分别召开第九届董事 会第三次会议、2024年第一次临时股东大会,审议通过以集中竞价交易方式回购公 ...