Group 1 - The company, Crown Holdings (01872), announced the signing of three final agreements by its wholly-owned subsidiary, BetaMind Investments Limited, on May 26, 2025 [1][2][3] - The trademark licensing agreement grants BetaMind the rights to use trademarks related to the "Groland" brand for twelve months, contingent on the payment of an initial licensing fee [1] - The exclusive licensing agreements for compounds XTP-016 and XTP-018 allow BetaMind to conduct research, development, manufacturing, and commercialization of these compounds globally for twelve months [2][3] Group 2 - The agreements are seen as valuable opportunities for the company, allowing it to leverage the rights to the trademarks and compounds effectively [4] - The company aims to enter promising new business areas supported by a structured business model integrating artificial intelligence and robotics in production, sales, and distribution planning [4] - The board is preparing a budget for additional investments in key areas such as human resources, production facilities, necessary equipment, and marketing plans to support the establishment of the new business [4]

文/博时基金境外投资部基金经理 赵宪成 港交所近日迎来宁德时代新股上市，这使得香港当年的新股集资额超过 600 亿港元，融资规模暂居全球 首位。这背后的推动因素可能有： 一是国内IPO从2024年开始呈现明显的收紧状态，目前释放节奏依然较慢，而大量的一级市场公司为了 实现融资选择了香港市场IPO，这是一种替代方案； 二是由于香港市场融资港币，可以帮助部分致力于全球化的公司优化境外业务布局； 三是香港市场越来越受到南向资金的青睐，今年以来，每个月南向资金的净流入都在创新高，这带来了 港股市场的流动性繁荣，为IPO创造了有利条件； 四是香港为港股IPO创造了一系列有利的政策条件，包括简化审批流程、鼓励内地企业赴港上市、降低 H股占比要求、优化上市规则等。 第四，考虑市值。在港股市场中，市值较大的公司可以快速进入恒生综指/港股通，市值较小的公司很 难预判什么时间能够进入港股通，那么未来的流动性就很堪忧。港股的特点是流动性长期低于A股，因 此要参与市值较高的公司，以防止在大盘较弱的情况下新股市值缩水。 综上，港股是一个价值投资市场，要更加考虑企业的长期价值，结合行业发展阶段、竞争格局、估值、 市值等多方面的考量做好新 ...

文 | 银行螺丝钉 （转载请注明出处） 有朋友问螺丝钉，能不能针对 全球股票指数、美债指数等 ， 做个估值表。 目前内地能买到的、投资海外市场的基金品种不多。 不过在海外这些品种比较丰富。 可以先从指数估值的角度，了解海外市场不同品种的估值情况。 螺丝钉也做了美股、全球股票指数、美债指数的估值表。见文章下面图片。 每周日会在公众号、以及「 今天几星 」小程序，每周定期更新。 海外市场指数数量很多，后面大家 有希望增加的品种 ，可以反馈给螺丝钉。 目前螺丝钉后台系统，已经覆盖海外主流的几百只指数品种。 1. 本周全球股票市场下跌。 全球股票市场指数，也回到了3.6星。 其中， 全美股市场指数，本周下跌2.5%。 但除美股之外的股票市场略微波动。 港股本周领涨全球。 港股恒生指数上涨1%。 港股红利指数本周比较强势，上涨超2%。 从4月初下跌之后，港股红利类品种连续6周上涨。 不过内地，投资港股，大多数基金走的是港股通渠道。 港股通渠道投资港股，对H股收取20%的分红税，对红筹股收取28%的分红税。 所以投资者到手的股息率就会低一些。 咱们估值表里，港股红利类品种的股息率，也已经扣除了分红税的部分了。 3. 本周 ...

过去一周（5月19日—5月23日），A股三大指数集体下跌。截至5月23日收盘，上证指数报3348.37点， 周跌0.57%；深成指报10132.41点，周跌0.46%；创业板指报2021.50点，周跌0.88%。 具体来看，近31%的个股周内实现上涨，93股周涨超15%，18股周跌超15%。按照申万一级行业分类， 医药生物、有色金属、汽车、家用电器、煤炭等多个板块涨幅居前，计算机、机械设备、通信、电子、 非银金融等多个板块下跌。 哪些个股领涨？哪些个股领跌？21投资通每周持续为你透视。 最牛股三生国健双抗新药授权辉瑞，周涨近100% 本期牛股榜中，三生国健（688336.SH）以99.96%的周涨幅夺魁，慧博云通（301316.SZ）以69.00%的 涨幅位居第二，滨海能源（000695.SZ）、丽人丽妆（605136.SH）、海辰药业（300584.SZ）、王子新 材（002735.SZ）周涨幅超50%。本期牛股榜十只个股过去一周累计涨幅均超过43%。 最牛股三生国健属于生物科技行业、化学药品产业链： 公开资料显示，三生国健是中国首批专注于创新型抗体药物研究并持续积极创新，拥有研、产、销一体 化成熟平台，专 ...

Group 1: Investment and Financing Activities - Weiming Shiguang completed a strategic round of financing of nearly 100 million RMB, with investments from L'Oréal Group and Naies Group, highlighting its leading position in the field of bioactive materials innovation [2] - Digital Light Chip recently completed a tens of millions RMB A+ round of financing, led by Guangdong Hengqin Shenhe Industrial Investment, to support ongoing chip research and design [3] - Xincheng Entertainment completed a tens of millions RMB A round of financing, with funds aimed at developing an AI content production engine and establishing an overseas operational center [3][4] - IMCOCO Group announced the completion of a Pre-A round financing of over 100 million RMB, with funds allocated for factory capacity expansion and global brand development [5] - Shandong Jinghu Technology completed a tens of millions RMB financing round to upgrade production equipment and expand capacity for high-end quartz crystal materials [6] - Airwallex completed a $300 million Series F financing, bringing its total funding to over $1.2 billion, with plans to expand its global financial service infrastructure [8] Group 2: Company Developments and Strategic Partnerships - Weiming Shiguang established a strategic partnership with L'Oréal Group to co-develop innovative bioactive ingredients and promote low-carbon biomanufacturing technology [2] - Xincheng Entertainment has set up six operational hubs in Southeast Asia and Europe, creating a network of creators across 20 countries [4] - Digital Light Chip focuses on silicon-based micro-display driver chip design, serving various applications including AR/VR and automotive projection [3] - Jinghu Technology specializes in high-performance quartz crystals, primarily used in 5G communication and aerospace applications [6] - Airwallex aims to optimize its software platform and support businesses in achieving borderless growth through its expanded financial services [8]

5月19日，"追梦中华·感知四川"2025海外华文媒体四川采访行在蓉启动。来自加拿大、俄罗斯、西 班牙等15个国家和地区的15家海外华文媒体代表，以及两家涉侨中央媒体代表齐聚一堂，共同探索四川 魅力。 此次活动由中国侨联指导、四川省侨联主办，成都、内江、自贡、泸州等市（州）侨联具体承办， 为期7天的采访行程亮点纷呈，备受瞩目。 观察地区产业发展 前沿科技与产业集群共绽光芒 采访团首站来到了沃飞长空，这家明星企业作为中国低空经济领域的领军者，致力于全球低空智慧 交通飞行器的研发与商业化运营，其全球总部已于去年5月正式落地成都高新区。 "会飞的汽车何时落地？""新技术在未来城市发展中的应用场景有哪些？"……参观过程中，采访团 的问题一个接一个。在eVTOL航空器模拟驾驶舱内体验一番后，采访团成员纷纷表示，沉浸式的体验 让大家更直观、更真切地感受了四川在低空经济发展上的强劲动力。 不仅如此，采访团在自贡航空产业园再次见识到了四川通航领域产业集群的强大力量。在了解到园 区不仅有获批全国面积最大（1606平方公里）、高度最高（2400米以下）的"川协5号"低空改革试点空 域，还拥有全国唯一的两个通用机场等信息后，《北欧 ...

| SYMBOL $ | PRICE $ | CHANGE + | %CHANGE $ | LOW = | HIGH & | PREVIO | | --- | --- | --- | --- | --- | --- | --- | | TECHNOLOGY | 4,420.1 | -59.5 | -1.33 V | 4,391.32 | 4,451.79 | | | COMMUNICATION SVS | 345.33 | -3.44 | -0.99 V | 344.13 | 347.63 | | | CONS DISC | 1,688.65 | -15.56 | -0.91 V | 1,672.35 | 1,697.41 | | | INDUSTRIALS | 1,190.01 | -4.83 | -0.4 V | 1,179.81 | 1,194.31 | | | FINANCIALS | 831.14 | -3.25 | -0.39 V | 824.66 | 835.28 | | | HEALTH | 1,515.99 | -3.36 | -0.22 V | 1,507.6 | 1,519.33 | | ...

Economic Resilience - Guangdong's economy shows overall stability with industrial, consumption, and import-export indicators performing steadily despite external pressures [1][7] - The manufacturing sector grew by 4.1%, indicating a shift towards mid-to-high-end production [2][6] - Key industries such as computer, communication, and electronic equipment manufacturing saw a value-added growth of 7.1%, while electrical machinery and equipment manufacturing grew by 7.7% [2] Trade Performance - Guangdong's foreign trade import and export reached 2.96 trillion yuan, a year-on-year increase of 4.9%, outpacing the national growth rate of 2.5% [7] - Exports totaled 1.86 trillion yuan, growing by 2.1%, while imports increased by 10.1% to 1.1 trillion yuan [7][11] Consumer Demand - Social retail sales in Guangdong increased by 3.0% year-on-year, with a notable rise of 4.9% in April [11] - The implementation of policies such as the old-for-new consumption scheme has contributed to the recovery of consumer demand [15][16] Policy Support - The government has introduced various policies to support manufacturing and consumption, including tax incentives and streamlined regulations [20] - Specific retail categories, such as communication equipment and home appliances, saw significant sales growth, with some categories experiencing increases of over 60% [16][20] Technological Advancements - Guangdong's manufacturing sector is transitioning from traditional OEM models to building independent brands, enhancing product value and resilience against trade tensions [6][20] - The robotics industry in Guangdong is thriving, with products like AI-driven coffee machines being exported to over 60 countries [6]

文 | 银行螺丝钉 （转载请注明出处） 今天上午大盘一度上涨，到下午突然变成下跌。 截止到收盘，还在5星。 今天上午大盘一度上涨，到下午突然变成下跌。 大小盘股微跌，跌幅也差不多。 价值和成长风格也都下跌。 医药医疗等相对坚挺，略微上涨。 港股下午也下跌，不过到尾盘的时候反弹。 港股整体微涨。港股红利等微涨。 港股一季度财报发布也差不多了。 后面也会介绍下港股主流指数，一季度的盈利增长情况。 海外市场也出现了波动。 特朗普又开始搞事情，宣布要对欧洲等商品提高关税。 在消息宣布后，法股、德股指数一度下跌近3%。 美股开盘后也出现波动。 4月初全球市场因为关税事件，也出现过波动，导致全球股票市场一度下跌到4.1-4.2星。 随后5周全球股票市场反弹。 对美元来说，其实也承受不了太高的关税。 关税提高，有可能导致美股通货膨胀率提升；进而影响美联储降息放缓。 而美元债券规模庞大，较高的利率是比较沉重的负担。 高关税更多的是特朗普用来谈判的工具，而非根本目的，也不用太担心。 1. 有朋友问，今年港股医药涨的比较好，现在估值如何？ A股和港股，在医药指数分类上，有一些小的不同点。 （1）A股医药对应的是医药指数，例如中证 ...

Group 1 - The core viewpoint of the news is that Dachen Biochemical Technology (00809.HK) has entered into a strategic cooperation framework agreement with Hefei Hechen Biotechnology Co., focusing on the development of synthetic biology applications in the amino acid sector [1][2] - The strategic cooperation aims to leverage the strengths of both parties in synthetic biology, combining Dachen's experience in technology scaling, process optimization, and cost control with Hefei Hechen's expertise in gene design and metabolic pathway optimization [1][2] - A pilot platform for synthetic biology will be established at Dachen's Xinglongshan production base, which includes approximately 10,000 square meters of research and development facilities, supporting the industrialization of bio-based chemicals and medical materials [2] Group 2 - The unveiling of the pilot platform during the conference signifies a crucial step in bridging the gap between technological achievements and industrial application, facilitating breakthroughs in the bio-based chemical and medical materials sectors [2] - Hefei Hechen is focused on integrating synthetic biology with advanced delivery technologies, developing bio-based chemicals, specialty amino acids, and high-value active ingredients, as well as offering solutions for beauty products and functional food applications [2]